Research Report · 2026-06-30
Fastest Growing Registered Investment Advisers by Accounts
SEC-registered investment advisers ranked by percentage growth in reported client accounts between their latest and prior ADV Part 1 filings.
Firms
1,000
Total AUM
$6.56T
Median AUM
$450.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Account Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | CROSSGEN WEALTH LLC | 336270 | 42.4% | $222.8M | 3 | 2026-03-31 | → |
| 902 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 332184 | 42.4% | $273.4M | 3 | 2026-03-31 | → |
| 903 | MOUNT TAMALPAIS ASSET MANAGEMENT, LLC | 301017 | 42.1% | $262.5M | 4 | 2026-03-31 | → |
| 904 | EMERGENT FINANCIAL SERVICES, LLC. | 288434 | 42% | $195.2M | 5 | 2026-03-31 | → |
| 905 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | 155195 | 41.9% | $187.8M | 17 | 2026-03-31 | → |
| 906 | OWEN LARUE, LLC | 289436 | 41.8% | $458.9M | 7 | 2026-03-31 | → |
| 907 | HERON ADVISORY INC. | 327608 | 41.8% | $37.7M | 17 | 2026-03-31 | → |
| 908 | GREENBRIDGE PARTNERS LLC | 304445 | 41.8% | $433.1M | 1 | 2026-03-31 | → |
| 909 | LONE PINE CAPITAL LLC | 156602 | 41.7% | $21.62B | 101 | 2026-03-31 | → |
| 910 | BANNER RIDGE PARTNERS, LP | 304928 | 41.7% | $15.32B | 27 | 2026-03-31 | → |
| 911 | PRUDENT INVESTOR ADVISORS, LLC | 121922 | 41.7% | $1.30B | 4 | 2026-03-31 | → |
| 912 | VERITA STRATEGIC WEALTH PARTNERS, LLC | 335215 | 41.7% | $1.01B | 9 | 2026-03-31 | → |
| 913 | EMPIRICAL ASSET MANAGEMENT, LLC | 155436 | 41.6% | $560.0M | 14 | 2026-03-31 | → |
| 914 | STONE LOFT WEALTH MANAGEMENT LLC | 337410 | 41.5% | $138.6M | 2 | 2026-03-31 | → |
| 915 | PERMANENS CAPITAL L.P. | 157476 | 41.3% | $4.02B | 17 | 2026-03-31 | → |
| 916 | ANCHYRA PARTNERS LLC | 335467 | 41.3% | $689.2M | 5 | 2026-03-31 | → |
| 917 | VIDENT ADVISORY, LLC | 286622 | 41.3% | $22.02B | 38 | 2026-03-31 | → |
| 918 | SMEAD CAPITAL MANAGEMENT, INC. | 143567 | 41.2% | $5.52B | 18 | 2026-03-31 | → |
| 919 | EDEN INTELLIGENCE FINANCIAL LLC | 328617 | 41.2% | $3.4M | 2 | 2025-05-31 | → |
| 920 | CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | 109385 | 41% | $62.9M | 7 | 2026-03-31 | → |
| 921 | B.B. GRAHAM & COMPANY, INC. | 41533 | 40.9% | $321.7M | 32 | 2026-03-31 | → |
| 922 | OPTO INVESTMENT MANAGEMENT, LLC | 316847 | 40.9% | $565.4M | 14 | 2026-03-31 | → |
| 923 | FIFTH ERA PARTNERS LP | 316750 | 40.9% | $184.2M | 8 | 2026-03-31 | → |
| 924 | CONFIDENCE WEALTH MANAGEMENT, INC. | 127383 | 40.8% | $454.1M | 19 | 2026-03-31 | → |
| 925 | EDGE FINANCIAL ADVISORS, LLC | 136426 | 40.7% | $512.5M | 10 | 2026-03-31 | → |
| 926 | TOTAL WEALTH SERVICES, LLC | 331833 | 40.5% | $186.1M | 6 | 2026-03-31 | → |
| 927 | DIVERSIFY WEALTH MANAGEMENT, LLC | 329878 | 40.3% | $4.11B | 95 | 2026-03-31 | → |
| 928 | GREAT GABLE ADVISORS, LLC | 297501 | 40.2% | $220.5M | 3 | 2026-03-31 | → |
| 929 | AMPLIFY FINANCIAL, LLC | 325721 | 40.2% | $230.7M | 7 | 2026-03-31 | → |
| 930 | PACIFIC POINT ADVISORS, LLC | 310731 | 40.1% | $389.6M | 9 | 2026-03-31 | → |
| 931 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | 40% | $17.93B | 128 | 2026-06-30 | → |
| 932 | CROSSPOINT CAPITAL PARTNERS, LP | 306981 | 40% | $8.70B | 37 | 2026-03-31 | → |
| 933 | HV MANCO, LLC | 315050 | 40% | $3.88B | 45 | 2026-03-31 | → |
| 934 | SILVANT CAPITAL MANAGEMENT LLC | 146025 | 40% | $3.04B | 8 | 2026-03-31 | → |
| 935 | ARDMORE ROAD ASSET MANAGEMENT LP | 311471 | 40% | $2.83B | 17 | 2026-03-31 | → |
| 936 | BLUE GROTTO CAPITAL, LLC | 299869 | 40% | $2.10B | 6 | 2026-03-31 | → |
| 937 | GOLDFINCH PARTNERS LP | 300919 | 40% | $2.09B | 8 | 2026-03-31 | → |
| 938 | SOLE SOURCE CAPITAL LLC | 290032 | 40% | $1.98B | 34 | 2026-03-31 | → |
| 939 | CACTI ASSET MANAGEMENT, LLC | 156131 | 40% | $1.82B | 1 | 2026-01-31 | → |
| 940 | CAIUS CAPITAL US LP | 322911 | 40% | $1.75B | 2 | 2026-03-31 | → |
| 941 | VIRTUS ADVISERS, LLC | 168955 | 40% | $1.42B | 8 | 2026-03-31 | → |
| 942 | BENCHSTONE CAPITAL MANAGEMENT LP | 329873 | 40% | $1.11B | 10 | 2026-03-31 | → |
| 943 | KIAN CAPITAL PARTNERS, LLC | 329179 | 40% | $1.10B | 19 | 2026-03-31 | → |
| 944 | EDGE NATURAL RESOURCES LLC | 230787 | 40% | $1.02B | 14 | 2026-03-31 | → |
| 945 | BRAEMONT CAPITAL MANAGEMENT LLC | 314704 | 40% | $913.0M | 17 | 2026-03-31 | → |
| 946 | NORTHERN LAKES CAPITAL, L.P. | 315975 | 40% | $575.4M | 11 | 2026-03-31 | → |
| 947 | SATURN FIVE ADVISORS LLC | 322348 | 40% | $556.1M | 21 | 2026-03-31 | → |
| 948 | HLM MANAGEMENT CO., LLC | 162337 | 40% | $411.4M | 14 | 2026-03-31 | → |
| 949 | CONCORD MANAGEMENT SERVICES, LLC | 292760 | 40% | $301.0M | 2 | 2026-03-31 | → |
| 950 | KARL KAPITAL LLC | 333558 | 40% | $268.4M | 6 | 2026-03-31 | → |
| 951 | DV CAPITAL ADVISORS, LLC | 330325 | 40% | $203.4M | 11 | 2026-03-31 | → |
| 952 | WELLINGS CAPITAL MANAGEMENT, LLC | 316324 | 40% | $201.9M | 11 | 2025-08-31 | → |
| 953 | KENNONDALE CAPITAL MANAGEMENT, LLC | 299863 | 40% | $141.9M | 3 | 2026-03-31 | → |
| 954 | BROOKLAWN CAPITAL ADVISORS LLC | 287796 | 40% | $124.0M | 1 | 2026-03-31 | → |
| 955 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | 39.7% | $4.98B | 67 | 2026-03-31 | → |
| 956 | ALIGN ADVISOR GROUP, LLC | 336638 | 39.6% | $127.5M | 2 | 2026-03-31 | → |
| 957 | WHEELER RETIREMENT PLANS LLC | 327889 | 39.3% | $618.1M | 2 | 2026-01-31 | → |
| 958 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 144533 | 39.3% | $399.90B | 2,593 | 2026-06-30 | → |
| 959 | FULCRUM WEALTH ADVISORS, LLC | 169277 | 39% | $208.0M | 3 | 2026-01-31 | → |
| 960 | AHARA ADVISORS LLC | 312385 | 38.9% | $185.4M | 3 | 2026-03-31 | → |
| 961 | CALDER INVESTMENT ADVISORS | 143973 | 38.8% | $297.0M | 7 | 2026-03-31 | → |
| 962 | FIRE CAPITAL MANAGEMENT, LLC | 299218 | 38.7% | $635.5M | 5 | 2026-03-31 | → |
| 963 | LYON WEALTH ADVISORS GROUP, LLC | 325041 | 38.6% | $311.4M | 3 | 2026-01-31 | → |
| 964 | PARK CAPITAL MANAGEMENT, LLC | 158965 | 38.5% | $868.0M | 9 | 2026-03-31 | → |
| 965 | PATHWAYS WEALTH MANAGEMENT, INC. | 154125 | 38.4% | $287.0M | 5 | 2026-03-31 | → |
| 966 | BLACK POINT WEALTH MANAGEMENT, LLC | 329358 | 38.2% | $184.8M | 4 | 2025-02-28 | → |
| 967 | WASHINGTON HARBOUR PARTNERS LP | 309915 | 38.2% | $4.73B | 12 | 2026-03-31 | → |
| 968 | WISS PRIVATE CLIENT ADVISORS, LLC | 286319 | 38.2% | $1.22B | 12 | 2026-03-31 | → |
| 969 | REDDING RIDGE ASSET MANAGEMENT (UK) LLP | 284256 | 38.1% | $13.23B | 67 | 2026-03-31 | → |
| 970 | GOLDEN EAGLE CAPITAL ADVISORS, INC. | 173811 | 38.1% | $46.8M | 2 | 2026-03-31 | → |
| 971 | BRUTON CHISNELL ADVISORS, LLC | 293192 | 38.1% | $772.5M | 3 | 2026-03-31 | → |
| 972 | FINANCIAL ELEMENTS, INC | 148557 | 38.1% | $192.6M | 2 | 2026-02-28 | → |
| 973 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | 38% | $68.22B | 408 | 2026-03-31 | → |
| 974 | BLUE WEALTH INC. | 330324 | 38% | $145.1M | 11 | 2026-02-28 | → |
| 975 | GLADE BROOK CAPITAL PARTNERS LLC | 159807 | 37.9% | $3.96B | 18 | 2026-03-31 | → |
| 976 | DONATO WEALTH MANAGEMENT, PLLC | 305031 | 37.7% | $349.3M | 5 | 2026-03-31 | → |
| 977 | PROMETHEUS WEALTH MANAGEMENT SAM | 332503 | 37.7% | $1.24B | 9 | 2026-03-31 | → |
| 978 | ADVISOR LOGISTICS, LLC | 292784 | 37.6% | $6.29B | 6 | 2026-03-31 | → |
| 979 | CAPVEST PARTNERS, INC. | 324459 | 37.5% | $10.25B | 14 | 2026-03-31 | → |
| 980 | MARBLE BAR ASSET MANAGEMENT LLP | 160882 | 37.5% | $3.57B | 70 | 2026-04-30 | → |
| 981 | ANDROS CAPITAL PARTNERS LLC | 310641 | 37.5% | $3.51B | 6 | 2026-03-31 | → |
| 982 | SNOWHAWK LP | 325176 | 37.5% | $1.84B | 10 | 2026-06-30 | → |
| 983 | EMBER INFRASTRUCTURE MANAGEMENT, LP | 309483 | 37.5% | $1.68B | 21 | 2026-03-31 | → |
| 984 | INTEGRITY GROWTH PARTNERS, L.P. | 307975 | 37.5% | $872.6M | 12 | 2026-03-31 | → |
| 985 | SARDIS GROUP, LLC | 333854 | 37.5% | $531.2M | 6 | 2026-03-31 | → |
| 986 | SCG ASSET MANAGEMENT LLC | 311843 | 37.5% | $158.7M | 6 | 2026-03-31 | → |
| 987 | CONVEXITAS, LLC | 315145 | 37.5% | $151.3M | 4 | 2026-03-31 | → |
| 988 | RAPID SCALE LLC | 318269 | 37.5% | $18.0M | 1 | 2026-02-28 | → |
| 989 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC | 306851 | 37.5% | $4.3M | 1 | 2026-03-31 | → |
| 990 | ALLIUM FINANCIAL ADVISORS, LLC | 288462 | 37.4% | $733.5M | 10 | 2026-03-31 | → |
| 991 | MCMILL WEALTH INC | 129015 | 37.3% | $862.3M | 50 | 2026-03-31 | → |
| 992 | SOVRAN ADVISORS, LLC | 329415 | 37.2% | $1.87B | 64 | 2026-03-31 | → |
| 993 | HAROLD W. DANCE INC. | 1582 | 37.2% | $158.0M | 8 | 2026-03-31 | → |
| 994 | TRUE LINK FINANCIAL ADVISORS, LLC | 281870 | 37.2% | $1.89B | 7 | 2026-03-31 | → |
| 995 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | 37.1% | $24.28B | 77 | 2026-03-31 | → |
| 996 | FORTRESS PRIVATE LEDGER, LLC | 290298 | 37% | $584.0M | 22 | 2026-03-31 | → |
| 997 | CURAFIN ADVISORS, LLC | 329091 | 37% | $748.4M | 6 | 2026-03-31 | → |
| 998 | INSIGHT STRATEGIC WEALTH LLC | 147290 | 37% | $401.0M | 7 | 2026-03-31 | → |
| 999 | NEXUS338, LLC | 315250 | 37% | $407.8M | 3 | 2026-02-28 | → |
| 1000 | GREENSTONE BELT WEALTH ADVISORS, LLC | 335862 | 37% | $260.1M | 5 | 2026-03-31 | → |
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