Research Report · 2026-06-30
Top Wealth Management Registered Investment Advisers
SEC-registered investment advisers ranked by reported assets from high-net-worth and other individual clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$69.93T
Median AUM
$5.84B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 701 | WINTHROP ADVISORY GROUP, LLC | 288178 | $2.93B | $3.10B | 40 | 2026-06-30 | → |
| 702 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | $2.93B | $7.13B | 47 | 2026-03-31 | → |
| 703 | BERGER FINANCIAL GROUP, INC. | 308174 | $2.93B | $2.95B | 89 | 2026-03-31 | → |
| 704 | CARDIFF PARK ADVISORS,LLC | 126752 | $2.93B | $2.96B | 6 | 2026-03-31 | → |
| 705 | DONALDSON CAPITAL MANAGEMENT LLC | 106131 | $2.92B | $3.46B | 68 | 2026-04-30 | → |
| 706 | ASSET DEDICATION, LLC | 151988 | $2.92B | $2.93B | 7 | 2026-03-31 | → |
| 707 | CHESLEY, TAFT & ASSOCIATES, LLC | 111578 | $2.91B | $3.01B | 18 | 2026-03-31 | → |
| 708 | FARTHER ASSET MANAGEMENT, LLC | 325807 | $2.90B | $2.91B | 7 | 2026-03-31 | → |
| 709 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $2.89B | $502.40B | 914 | 2026-05-31 | → |
| 710 | CREATIVE FINANCIAL DESIGNS, INC. | 109032 | $2.89B | $2.94B | 170 | 2026-03-31 | → |
| 711 | VICUS CAPITAL, INC. | 116021 | $2.89B | $2.99B | 84 | 2026-03-31 | → |
| 712 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $2.89B | $42.59B | 52 | 2025-12-31 | → |
| 713 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $2.89B | $6.87B | 35 | 2026-03-31 | → |
| 714 | PERMANENS CAPITAL L.P. | 157476 | $2.89B | $4.02B | 17 | 2026-03-31 | → |
| 715 | FOSTER & MOTLEY, INC. | 106905 | $2.89B | $2.94B | 51 | 2026-03-31 | → |
| 716 | MARCUM WEALTH, LLC | 134628 | $2.89B | $2.97B | 38 | 2025-05-31 | → |
| 717 | RESONANT CAPITAL ADVISORS, LLC | 298451 | $2.88B | $2.96B | 25 | 2026-06-30 | → |
| 718 | RED DOOR WEALTH MANAGEMENT, LLC | 153235 | $2.87B | $3.09B | 19 | 2026-06-30 | → |
| 719 | BEDEL FINANCIAL CONSULTING INC | 105653 | $2.86B | $2.92B | 28 | 2026-04-30 | → |
| 720 | CAPSTONE FINANCIAL ADVISORS INC | 109341 | $2.86B | $2.87B | 30 | 2026-03-31 | → |
| 721 | SANTANDER SECURITIES LLC | 41791 | $2.85B | $3.14B | 449 | 2026-05-31 | → |
| 722 | CAPITAL ASSET ADVISORY SERVICES, LLC. | 110929 | $2.85B | $4.64B | 136 | 2026-03-31 | → |
| 723 | GREAT LAKES ADVISORS, LLC | 110757 | $2.85B | $16.16B | 84 | 2026-05-31 | → |
| 724 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | $2.84B | $3.76B | 24 | 2026-03-31 | → |
| 725 | KEY FINANCIAL, INC. | 116240 | $2.82B | $2.84B | 36 | 2026-03-31 | → |
| 726 | L 1 GLOBAL WEALTH LLC | 337213 | $2.81B | $2.81B | 4 | 2026-03-31 | → |
| 727 | STRATEGIES WEALTH ADVISORS, LLC | 289913 | $2.81B | $3.29B | 31 | 2026-04-30 | → |
| 728 | KARPUS MANAGEMENT INC | 110275 | $2.81B | $4.01B | 38 | 2026-05-31 | → |
| 729 | NICOLET ADVISORY SERVICES, LLC | 283940 | $2.81B | $4.29B | 75 | 2026-03-31 | → |
| 730 | MONTAG A & ASSOCIATES INC | 105756 | $2.80B | $2.97B | 30 | 2026-03-31 | → |
| 731 | JB CAPITAL LLC | 171168 | $2.78B | $2.78B | 64 | 2026-02-28 | → |
| 732 | TECTONIC ADVISORS LLC | 139713 | $2.78B | $5.14B | 6 | 2026-03-31 | → |
| 733 | EQUITY INVESTMENT CORPORATION | 283930 | $2.78B | $3.51B | 27 | 2026-03-31 | → |
| 734 | BAYSTATE WEALTH MANAGEMENT LLC | 151664 | $2.77B | $2.77B | 13 | 2026-03-31 | → |
| 735 | EFFICIENT ADVISORS, LLC | 150144 | $2.76B | $3.08B | 14 | 2026-03-31 | → |
| 736 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $2.76B | $69.23B | 186 | 2026-03-31 | → |
| 737 | ROCKWOOD WEALTH MANAGEMENT, LLC | 137481 | $2.76B | $2.87B | 54 | 2026-05-31 | → |
| 738 | NORDWAND ADVISORS, LLC | 322936 | $2.76B | $3.97B | 10 | 2026-03-31 | → |
| 739 | THOROUGHBRED FINANCIAL SERVICES, LLC | 47893 | $2.75B | $4.04B | 31 | 2026-03-31 | → |
| 740 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | $2.75B | $3.24B | 36 | 2026-03-31 | → |
| 741 | MEYER HANDELMAN COMPANY LLC | 107309 | $2.74B | $3.24B | 18 | 2026-03-31 | → |
| 742 | REGAL INVESTMENT ADVISORS LLC | 125004 | $2.73B | $2.88B | 131 | 2026-05-31 | → |
| 743 | MEEDER ADVISORY SERVICES, INC | 106814 | $2.73B | $2.86B | 73 | 2026-04-30 | → |
| 744 | FRAGASSO FINANCIAL ADVISORS INC. | 123255 | $2.73B | $2.83B | 35 | 2026-02-28 | → |
| 745 | TIMUCUAN ASSET MANAGEMENT INC | 105899 | $2.72B | $3.81B | 10 | 2026-03-31 | → |
| 746 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 110069 | $2.72B | $3.03B | 31 | 2026-04-30 | → |
| 747 | LION STREET ADVISORS, LLC | 167610 | $2.71B | $3.18B | 152 | 2025-04-30 | → |
| 748 | BLB & B ADVISORS, LLC | 139096 | $2.70B | $3.26B | 32 | 2026-03-31 | → |
| 749 | PRIME BUCHHOLZ LLC | 106455 | $2.69B | $14.07B | 127 | 2026-03-31 | → |
| 750 | SEGALL BRYANT & HAMILL, LLC | 106505 | $2.69B | $22.64B | 161 | 2026-06-30 | → |
| 751 | BILL FEW ASSOCIATES, INC. | 133561 | $2.68B | $2.72B | 31 | 2026-03-31 | → |
| 752 | BIRCH HILL INVESTMENT ADVISORS LLC | 143750 | $2.68B | $2.95B | 19 | 2026-02-28 | → |
| 753 | SMITH, SALLEY & ASSOCIATES, LLC | 129614 | $2.68B | $2.89B | 18 | 2026-05-31 | → |
| 754 | WEST FINANCIAL SERVICES, INC. | 137497 | $2.68B | $2.84B | 39 | 2026-06-30 | → |
| 755 | OHANA ADVISORS MANAGEMENT, LLC | 158515 | $2.67B | $2.78B | 13 | 2026-05-31 | → |
| 756 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $2.67B | $10.12B | 64 | 2026-03-31 | → |
| 757 | MCADAM LLC | 170914 | $2.66B | $2.68B | 174 | 2026-04-30 | → |
| 758 | COOPER FINANCIAL GROUP | 111458 | $2.66B | $2.85B | 53 | 2026-06-30 | → |
| 759 | DIVERSIFIED ENTERPRISES, LLC | 331709 | $2.66B | $2.79B | 53 | 2026-06-30 | → |
| 760 | STEELE CAPITAL MANAGEMENT, INC. | 107097 | $2.66B | $3.55B | 15 | 2026-03-31 | → |
| 761 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $2.65B | $18.83B | 75 | 2025-12-31 | → |
| 762 | HERITAGE WEALTH ADVISORS, LLC | 137484 | $2.65B | $4.86B | 36 | 2026-05-31 | → |
| 763 | CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED | 161331 | $2.64B | $10.23B | 28 | 2025-09-30 | → |
| 764 | EQUITY SERVICES, INC. | 265 | $2.64B | $2.78B | 500 | 2026-03-31 | → |
| 765 | TRANSCEND CAPITAL ADVISORS, LLC | 299723 | $2.64B | $2.91B | 39 | 2026-03-31 | → |
| 766 | ROTHSCHILD INVESTMENT LLC | 728 | $2.64B | $2.79B | 39 | 2026-03-31 | → |
| 767 | JENNISON ASSOCIATES LLC | 107959 | $2.63B | $214.84B | 360 | 2026-03-31 | → |
| 768 | SSB WEALTH MANAGEMENT, INC. | 306510 | $2.63B | $2.73B | 20 | 2026-06-30 | → |
| 769 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | 107722 | $2.62B | $2.84B | 27 | 2026-02-28 | → |
| 770 | MAIN STREET RESEARCH LLC | 114629 | $2.62B | $2.68B | 24 | 2026-04-30 | → |
| 771 | TRILOGY CAPITAL, INC. | 281597 | $2.61B | $3.21B | 74 | 2026-06-30 | → |
| 772 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | $2.61B | $4.20B | 14 | 2026-05-31 | → |
| 773 | FIRST CITIZENS INVESTOR SERVICES, INC. | 44430 | $2.61B | $2.63B | 352 | 2026-05-31 | → |
| 774 | TRAJAN WEALTH, L.L.C. | 158847 | $2.60B | $2.60B | 140 | 2026-03-31 | → |
| 775 | FOSTER VICTOR WEALTH ADVISORS, LLC | 283656 | $2.60B | $2.64B | 42 | 2026-03-31 | → |
| 776 | SUNBELT SECURITIES, INC. | 42180 | $2.59B | $2.64B | 68 | 2026-06-30 | → |
| 777 | STALEY CAPITAL ADVISERS INC | 107118 | $2.59B | $3.11B | 15 | 2026-03-31 | → |
| 778 | MCF ADVISORS, LLC | 130372 | $2.57B | $4.68B | 55 | 2026-05-31 | → |
| 779 | ARETE WEALTH ADVISORS, LLC | 145488 | $2.56B | $2.75B | 135 | 2026-06-30 | → |
| 780 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | $2.56B | $5.61B | 26 | 2026-04-30 | → |
| 781 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | $2.56B | $9.61B | 80 | 2026-04-30 | → |
| 782 | BASSO CAPITAL MANAGEMENT, L.P. | 132311 | $2.56B | $2.56B | 12 | 2026-05-31 | → |
| 783 | ROCK HARBOR PARTNERS LLC | 322545 | $2.55B | $2.67B | 4 | 2026-03-31 | → |
| 784 | BISON WEALTH, LLC | 299805 | $2.54B | $2.74B | 78 | 2026-06-30 | → |
| 785 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | 111872 | $2.54B | $2.66B | 67 | 2026-03-31 | → |
| 786 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $2.53B | $38.82B | 405 | 2026-05-31 | → |
| 787 | PRIVATE WEALTH ASSET MANAGEMENT, LLC | 315819 | $2.52B | $2.52B | 32 | 2026-04-30 | → |
| 788 | LMCG INVESTMENTS, LLC | 149936 | $2.52B | $6.83B | 46 | 2026-04-30 | → |
| 789 | CERTIFIED ADVISORY CORP | 120990 | $2.52B | $3.04B | 39 | 2026-03-31 | → |
| 790 | ZEMENICK & WALKER INC | 108670 | $2.51B | $2.63B | 11 | 2026-03-31 | → |
| 791 | SEVEN BRIDGES ADVISORS LLC | 158722 | $2.50B | $4.61B | 23 | 2026-06-30 | → |
| 792 | ICON WEALTH ADVISORS, LLC | 319609 | $2.50B | $2.58B | 22 | 2026-04-30 | → |
| 793 | TITLEIST ASSET MANAGEMENT, LLC | 323567 | $2.50B | $2.66B | 41 | 2026-06-30 | → |
| 794 | STRATEGIC BLUEPRINT, LLC | 284840 | $2.49B | $2.54B | 56 | 2026-05-31 | → |
| 795 | BRIDGEWATER ADVISORS INC. | 109826 | $2.49B | $2.57B | 24 | 2026-03-31 | → |
| 796 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 144426 | $2.49B | $2.57B | 124 | 2026-01-31 | → |
| 797 | STOKES FAMILY OFFICE LLC | 300899 | $2.49B | $3.35B | 14 | 2026-04-30 | → |
| 798 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | $2.48B | $4.02B | 81 | 2026-01-31 | → |
| 799 | COBBLESTONE CAPITAL ADVISORS, LLC | 108023 | $2.48B | $2.93B | 43 | 2025-12-31 | → |
| 800 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | 121307 | $2.48B | $2.61B | 44 | 2026-03-31 | → |
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