Research Report · 2026-06-30
Registered Investment Advisers Growing AUM Faster Than Headcount
SEC-registered investment advisers ranked by the gap between reported AUM growth and employee growth.
Firms
1,000
Total AUM
$24.97T
Median AUM
$1.82B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM Growth Minus Headcount Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | RWM CAPITAL, LLC | 310635 | $11.8 | $222.4M | 63 | 2026-03-31 | → |
| 902 | BASALT INFRASTRUCTURE PARTNERS LLP | 161881 | $11.8 | $9.62B | 26 | 2026-03-31 | → |
| 903 | LITTLE HARBOR ADVISORS, LLC | 168700 | $11.8 | $242.6M | 13 | 2026-03-31 | → |
| 904 | JOHN E. SESTINA AND COMPANY | 108634 | $11.7 | $744.0M | 19 | 2026-03-31 | → |
| 905 | NWF ADVISORY SERVICES INC | 110410 | $11.7 | $6.43B | 111 | 2026-03-31 | → |
| 906 | THE GENWEALTH GROUP, INC. | 154569 | $11.7 | $661.3M | 10 | 2026-03-31 | → |
| 907 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | $11.7 | $7.25B | 53 | 2026-03-31 | → |
| 908 | LIBERTAS WEALTH MANAGEMENT GROUP, INC. | 157769 | $11.6 | $163.1M | 6 | 2026-03-31 | → |
| 909 | AFFINITY CAPITAL ADVISORS LLC | 166226 | $11.6 | $851.3M | 11 | 2026-03-31 | → |
| 910 | NORTHSTAR ASSET MANAGEMENT LLC | 129112 | $11.6 | $347.9M | 10 | 2026-03-31 | → |
| 911 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $11.5 | $6.87B | 35 | 2026-03-31 | → |
| 912 | BROADWING CAPITAL MANAGEMENT LLC | 328881 | $11.5 | $513.1M | 11 | 2026-03-31 | → |
| 913 | BORNITE CAPITAL MANAGEMENT LP | 307598 | $11.4 | $1.45B | 7 | 2026-03-31 | → |
| 914 | SUMMIT FINANCIAL, LLC | 299322 | $11.4 | $22.47B | 490 | 2026-03-31 | → |
| 915 | FUND EVALUATION GROUP, LLC | 121658 | $11.4 | $23.86B | 136 | 2026-03-31 | → |
| 916 | SCS CAPITAL MANAGEMENT LLC | 122258 | $11.4 | $48.65B | 213 | 2026-03-31 | → |
| 917 | QUENT CAPITAL, LLC | 308203 | $11.4 | $2.05B | 17 | 2026-03-31 | → |
| 918 | ASTORIA PORTFOLIO ADVISORS LLC | 288271 | $11.3 | $977.6M | 9 | 2026-03-31 | → |
| 919 | HD MONEY, INC. | 167623 | $11.3 | $386.1M | 12 | 2026-03-31 | → |
| 920 | OVERLOOK INVESTMENTS L.P. | 137931 | $11.3 | $8.09B | 14 | 2026-03-31 | → |
| 921 | OVERLOOK INVESTMENTS LIMITED | 137926 | $11.3 | $8.09B | 14 | 2026-03-31 | → |
| 922 | MONEY CONCEPTS CAPITAL CORP | 12963 | $11.3 | $4.07B | 478 | 2026-03-31 | → |
| 923 | EQUITY INVESTMENT CORPORATION | 283930 | $11.2 | $3.51B | 27 | 2026-03-31 | → |
| 924 | ALLIED INVESTMENT ADVISORS LLC | 159103 | $11.2 | $1.49B | 12 | 2026-02-28 | → |
| 925 | EVERSIDE CAPITAL PARTNERS, LLC | 289799 | $11.1 | $2.34B | 21 | 2026-03-31 | → |
| 926 | FINANCIAL HARVEST, LLC | 148271 | $11.1 | $557.4M | 9 | 2026-02-28 | → |
| 927 | FLAT ROCK GLOBAL, LLC | 288551 | $11.1 | $1.57B | 13 | 2026-03-31 | → |
| 928 | BRIDGEWATER ADVISORS INC. | 109826 | $11 | $2.57B | 24 | 2026-03-31 | → |
| 929 | HUDOCK, INC. | 149255 | $11 | $1.00B | 15 | 2026-02-28 | → |
| 930 | STEWARDSHIP ADVISORS, LLC | 277099 | $11 | $545.2M | 15 | 2026-03-31 | → |
| 931 | PURUS WEALTH MANAGEMENT, LLC | 174490 | $11 | $658.1M | 12 | 2026-03-31 | → |
| 932 | NORTH STAR ADVISORY GROUP, LLC | 171694 | $11 | $289.1M | 7 | 2026-03-31 | → |
| 933 | STONE POINT CREDIT ADVISER LLC | 310377 | $10.9 | $11.13B | 80 | 2026-03-31 | → |
| 934 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | $10.9 | $177.71B | 1,022 | 2026-06-30 | → |
| 935 | THE JOSEPH GROUP LLC | 165311 | $10.9 | $1.09B | 25 | 2026-03-31 | → |
| 936 | NORTHWEST WEALTH MANAGEMENT, LLC | 152816 | $10.9 | $1.03B | 26 | 2026-03-31 | → |
| 937 | YAUPON CAPITAL MANAGEMENT LP | 298556 | $10.9 | $4.68B | 20 | 2026-03-31 | → |
| 938 | AUSBIL INVESTMENT MANAGEMENT LIMITED | 289468 | $10.8 | $14.35B | 72 | 2026-03-31 | → |
| 939 | ABBEY STREET, LLC | 305107 | $10.8 | $375.4M | 13 | 2026-03-31 | → |
| 940 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 158332 | $10.8 | $2.34B | 13 | 2026-03-31 | → |
| 941 | IAG WEALTH PARTNERS, LLC | 109721 | $10.7 | $1.87B | 15 | 2026-03-31 | → |
| 942 | HALE CAPITAL MANAGEMENT, LP | 157220 | $10.7 | $374.6M | 10 | 2026-03-31 | → |
| 943 | STRID GROUP, LLC | 170052 | $10.7 | $1.08B | 12 | 2026-03-31 | → |
| 944 | CURI CAPITAL, LLC | 134249 | $10.7 | $11.58B | 180 | 2026-03-31 | → |
| 945 | PACELINE EQUITY PARTNERS, LLC | 307683 | $10.7 | $2.43B | 40 | 2026-03-31 | → |
| 946 | CHEVY CHASE TRUST COMPANY | 110742 | $10.7 | $44.93B | 119 | 2026-03-31 | → |
| 947 | HAZLETT, BURT & WATSON, INC. | 396 | $10.7 | $1.39B | 20 | 2026-03-31 | → |
| 948 | HUMAN INVESTING, LLC | 133017 | $10.6 | $2.22B | 28 | 2026-03-31 | → |
| 949 | PROSPERITY ADVISERS, LLC | 282998 | $10.6 | $375.8M | 8 | 2026-02-28 | → |
| 950 | BIRCHVIEW CAPITAL, LP | 170534 | $10.6 | $239.1M | 6 | 2026-03-31 | → |
| 951 | FINANCIAL MANAGEMENT PROFESSIONALS INC | 110270 | $10.6 | $1.34B | 14 | 2026-03-31 | → |
| 952 | GEMMER ASSET MANAGEMENT LLC | 109034 | $10.5 | $2.36B | 16 | 2026-03-31 | → |
| 953 | JMG FINANCIAL GROUP LTD | 110302 | $10.5 | $7.50B | 103 | 2026-03-31 | → |
| 954 | ADAGE CAPITAL MANAGEMENT, L.P. | 160679 | $10.5 | $70.44B | 62 | 2026-03-31 | → |
| 955 | BLUESKY WEALTH ADVISORS, LLC | 116760 | $10.5 | $1.00B | 14 | 2026-03-31 | → |
| 956 | AWM FINANCIAL SERVICES INC. | 144351 | $10.5 | $320.6M | 19 | 2026-03-31 | → |
| 957 | NEW STATE CAPITAL PARTNERS LLC | 170409 | $10.5 | $1.95B | 35 | 2026-03-31 | → |
| 958 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 141600 | $10.5 | $3.58B | 16 | 2026-03-31 | → |
| 959 | H.I.G. CAPITAL, LLC | 160711 | $10.5 | $72.33B | 1,039 | 2026-03-31 | → |
| 960 | PACIFICA PARTNERS CAPITAL MANAGEMENT INC. | 162313 | $10.5 | $128.2M | 10 | 2026-01-31 | → |
| 961 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $10.4 | $12.20B | 103 | 2026-03-31 | → |
| 962 | CGC FINANCIAL SERVICES, LLC | 155446 | $10.4 | $875.8M | 13 | 2026-03-31 | → |
| 963 | FAMILY INVESTMENT CENTER, INC. | 113799 | $10.4 | $689.3M | 20 | 2026-01-31 | → |
| 964 | CITRINE CAPITAL, LLC | 171735 | $10.4 | $346.7M | 8 | 2026-03-31 | → |
| 965 | REAP FINANCIAL GROUP, LLC | 144560 | $10.4 | $648.2M | 28 | 2026-03-31 | → |
| 966 | WELLTH ADVISORY SERVICES, LLC | 330537 | $10.4 | $26.68B | 74 | 2026-03-31 | → |
| 967 | FRANCIS FINANCIAL, INC. | 128067 | $10.4 | $803.2M | 14 | 2026-03-31 | → |
| 968 | IF ADVISORS, LLC | 309631 | $10.4 | $491.4M | 4 | 2026-03-31 | → |
| 969 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $10.3 | $18.16B | 20 | 2026-03-31 | → |
| 970 | TREE LINE ADVISORS (HONG KONG) LTD | 140648 | $10.3 | $1.64B | 16 | 2026-03-31 | → |
| 971 | MOISAND FITZGERALD TAMAYO, LLC | 109419 | $10.2 | $1.35B | 30 | 2026-03-31 | → |
| 972 | HOLOCENE ADVISORS, LP | 287999 | $10.2 | $50.43B | 115 | 2026-03-31 | → |
| 973 | ASPEN GROVE CAPITAL, LLC | 158166 | $10.2 | $6.67B | 22 | 2026-03-31 | → |
| 974 | FOREWORD CAPITAL, LP | 332205 | $10.2 | $431.5M | 9 | 2026-03-31 | → |
| 975 | ONE DAY IN JULY LLC | 284335 | $10.2 | $1.36B | 23 | 2026-02-28 | → |
| 976 | TRUEPOINT, INC. | 105664 | $10.2 | $6.39B | 103 | 2026-03-31 | → |
| 977 | HILLTOP SECURITIES INC. | 6220 | $10.1 | $2.51B | 92 | 2026-03-31 | → |
| 978 | NARDIS ADVISORS LLC | 151517 | $10.1 | $183.0M | 6 | 2026-03-31 | → |
| 979 | TAPROOT MANAGEMENT LP | 335061 | $10.1 | $940.1M | 22 | 2026-03-31 | → |
| 980 | JSF FINANCIAL, LLC | 114025 | $10.1 | $1.97B | 27 | 2026-03-31 | → |
| 981 | SEVEN POST INVESTMENT OFFICE LP | 157435 | $10.1 | $9.61B | 22 | 2026-03-31 | → |
| 982 | THOMA BRAVO, L.P. | 157041 | $10.1 | $182.94B | 246 | 2026-03-31 | → |
| 983 | NIKULSKI FINANCIAL, INC. | 151569 | $10.1 | $449.0M | 10 | 2026-03-31 | → |
| 984 | FINEPOINT CAPITAL LP | 170668 | $10.1 | $5.01B | 23 | 2026-03-31 | → |
| 985 | SUNTX CAPITAL MANAGEMENT CORP. | 161332 | $10.1 | $554.2M | 14 | 2026-03-31 | → |
| 986 | WEALTH EFFECTS LLC | 315244 | $10.1 | $472.0M | 17 | 2026-02-28 | → |
| 987 | TWIN BRIDGE CAPITAL PARTNERS, LLC | 160403 | $10 | $5.20B | 22 | 2026-03-31 | → |
| 988 | STRIPES MANAGEMENT, LLC | 157553 | $10 | $8.14B | 51 | 2026-03-31 | → |
| 989 | LIGHTHOUSE WEALTH STRATEGIES, LLC | 299334 | $10 | $844.4M | 13 | 2026-03-31 | → |
| 990 | AXIUM INFRASTRUCTURE INC. | 286454 | $10 | $9.28B | 97 | 2026-03-31 | → |
| 991 | MOKAN WEALTH MANAGEMENT INC | 328005 | $9.9 | $250.3M | 4 | 2026-01-31 | → |
| 992 | SIGNALFIRE MANAGEMENT SERVICES, LLC | 194512 | $9.9 | $4.52B | 50 | 2026-03-31 | → |
| 993 | CHERRY CREEK FAMILY OFFICES, LLC | 156310 | $9.9 | $2.02B | 16 | 2026-02-28 | → |
| 994 | STEELE CAPITAL MANAGEMENT, INC. | 107097 | $9.9 | $3.55B | 15 | 2026-03-31 | → |
| 995 | HIGGINS & SCHMIDT WEALTH STRATEGIES LLC | 286063 | $9.9 | $279.5M | 6 | 2026-03-31 | → |
| 996 | LIONHEART STRATEGIC MANAGEMENT, LLC | 314990 | $9.9 | $508.7M | 14 | 2026-03-31 | → |
| 997 | BLACK DIAMOND FINANCIAL, LLC | 145108 | $9.9 | $1.37B | 17 | 2026-03-31 | → |
| 998 | CARROLL ADVISORY GROUP, LLC | 334565 | $9.8 | $341.1M | 7 | 2026-02-28 | → |
| 999 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 166616 | $9.8 | $409.9M | 7 | 2026-03-31 | → |
| 1000 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 128591 | $9.8 | $3.31B | 28 | 2026-03-31 | → |
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