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 | |
|---|---|---|---|---|---|---|---|
| 201 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 285347 | 195.6% | $361.7M | 26 | 2026-03-31 | → |
| 202 | SUMMIT INVESTMENT ADVISORS INC | 316321 | 192.8% | $273.4M | 5 | 2026-03-31 | → |
| 203 | NARUS FINANCIAL PARTNERS, LLC | 173534 | 191.4% | $559.0M | 6 | 2026-03-31 | → |
| 204 | HFG ADVISORS, INC. | 282027 | 191.2% | $426.7M | 9 | 2026-04-30 | → |
| 205 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | 157998 | 191% | $791.8M | 9 | 2026-03-31 | → |
| 206 | BLACK DIAMOND FINANCIAL, LLC | 314622 | 190.6% | $440.6M | 2 | 2026-03-31 | → |
| 207 | LECONTE WEALTH MANAGEMENT, LLC | 168539 | 190.4% | $346.8M | 11 | 2026-03-31 | → |
| 208 | HIGHBROOK CAPITAL PARTNERS LLC | 338408 | 189.3% | $509.1M | 6 | 2026-03-31 | → |
| 209 | JRM INVESTMENT COUNSEL, L.L.C. | 138004 | 188.2% | $649.4M | 3 | 2026-03-31 | → |
| 210 | GOLDENX COMPANY | 326730 | 187.9% | $1.32B | 11 | 2026-03-31 | → |
| 211 | HORST & GRABEN WEALTH MANAGEMENT, LLC | 297368 | 185.2% | $920.1M | 10 | 2026-03-31 | → |
| 212 | ANDERSON HOAGLAND & CO | 105157 | 184.2% | $1.43B | 8 | 2026-02-28 | → |
| 213 | MENDEL MONEY MANAGEMENT INC | 105974 | 184.2% | $317.1M | 7 | 2026-03-31 | → |
| 214 | GRANITE BAY WEALTH MANAGEMENT, LLC | 174765 | 183.9% | $1.27B | 28 | 2026-06-30 | → |
| 215 | GRP FINANCIAL SERVICES, LLC | 333183 | 183.7% | $155.3M | 16 | 2026-01-31 | → |
| 216 | KRUSE ASSET MANAGEMENT, LLC | 143204 | 182.1% | $146.2M | 2 | 2026-03-31 | → |
| 217 | WESTMARK WEALTH MANAGEMENT, LLC | 334109 | 181.7% | $195.4M | 4 | 2026-03-31 | → |
| 218 | KEVIN E. VANDENBERG, LLC | 173687 | 181% | $120.6M | 2 | 2026-03-31 | → |
| 219 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC | 150266 | 180.3% | $136.2M | 3 | 2026-01-31 | → |
| 220 | WISDOM FINANCIAL SERVICES, L.L.C. | 127385 | 180.3% | $779.2M | 14 | 2026-02-28 | → |
| 221 | CORNERSTONE WEALTH ADVISORS, INC. | 309544 | 177.8% | $145.6M | 4 | 2026-02-28 | → |
| 222 | ACTS FINANCIAL ADVISORS, LLC | 325930 | 177.2% | $126.5M | 2 | 2026-03-31 | → |
| 223 | WALLICK INVESTMENTS, LLC | 162976 | 175.8% | $126.5M | 5 | 2026-02-28 | → |
| 224 | SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 288663 | 175.6% | $339.0M | 12 | 2026-03-31 | → |
| 225 | ROOSEVELT CAPITAL MANAGEMENT LLC | 283217 | 175% | $1.37B | 2 | 2026-03-31 | → |
| 226 | SACHEM HILL LLC | 174210 | 174.5% | $1.18B | 8 | 2026-03-31 | → |
| 227 | GARRISON BRADFORD & ASSOCIATES INC | 105603 | 174.3% | $138.3M | 3 | 2026-03-31 | → |
| 228 | FINANCIAL FOCUS LLC | 282177 | 171.4% | $800.0M | 8 | 2026-01-31 | → |
| 229 | SAFIR WEALTH ADVISORS, LLC | 285848 | 169.6% | $198.2M | 2 | 2026-01-31 | → |
| 230 | FUNDIFY ADVISORS LLC | 319004 | 169.5% | $888,512 | 6 | 2026-03-31 | → |
| 231 | TRIUNE FINANCIAL PARTNERS, LLC | 152277 | 169.2% | $1.52B | 24 | 2026-03-31 | → |
| 232 | ALIGNMENT FINANCIAL GROUP, LLC | 306644 | 168.3% | $77.6M | 1 | 2026-03-31 | → |
| 233 | CONSTELLATION ASSET MANAGEMENT, INC. | 125704 | 168.3% | $79.3M | 1 | 2026-02-28 | → |
| 234 | TOWER WEALTH PARTNERS, INC. | 310461 | 168.1% | $440.4M | 9 | 2026-03-31 | → |
| 235 | PRIVATE CLIENT SERVICES, LLC | 120222 | 168% | $1.38B | 60 | 2026-03-31 | → |
| 236 | ELV8 INC. | 318417 | 168% | $798,408 | 12 | 2026-03-31 | → |
| 237 | TWO SIGMA REAL ESTATE, LP | 324210 | 166.7% | $581.7M | 36 | 2026-03-31 | → |
| 238 | SOWA FINANCIAL GROUP INC | 107646 | 166.7% | $517.0M | 8 | 2026-02-28 | → |
| 239 | ISRAEL INVESTMENT ADVISORS, LLC | 153952 | 166.7% | $96.3M | 4 | 2026-03-31 | → |
| 240 | FRANK CAPITAL PARTNERS LLC | 127817 | 166.7% | $40.9M | 2 | 2026-03-31 | → |
| 241 | REEDMARK ADVISORS, LLC | 173760 | 165.5% | $564.6M | 12 | 2026-03-31 | → |
| 242 | LUMBARD & KELLNER, LLC | 117196 | 163.1% | $443.6M | 4 | 2026-03-31 | → |
| 243 | SEARCH FUND ACCELERATOR, LLC | 281491 | 163.1% | $298.9M | 7 | 2026-03-31 | → |
| 244 | SAMARA INVESTMENT MANAGEMENT, LLC | 336178 | 162.8% | $123.0M | 2 | 2026-03-31 | → |
| 245 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | 162.3% | $49.85B | 33 | 2026-03-31 | → |
| 246 | STERLING INVESTMENT MANAGEMENT, LLC | 112923 | 160.8% | $409.2M | 8 | 2026-03-31 | → |
| 247 | 1015 CAPITAL PARTNERS, LLC | 328453 | 159.1% | $150.4M | 2 | 2026-03-31 | → |
| 248 | KAHALA FINANCIAL ADVISORS, LLC | 108564 | 158.9% | $203.4M | 2 | 2026-03-31 | → |
| 249 | CANTON HATHAWAY LLC | 297527 | 157.8% | $866.1M | 5 | 2026-03-31 | → |
| 250 | BLUE STAR WEALTH MANAGEMENT LLC | 337253 | 156.8% | $134.0M | 2 | 2026-02-28 | → |
| 251 | THE BREIT GROUP, LLC | 335020 | 156.1% | $131.6M | 3 | 2026-03-31 | → |
| 252 | ACTIVE WEALTH ADVISORS LLC | 336793 | 155.6% | $75.4M | 1 | 2026-03-31 | → |
| 253 | FINANCIAL CONSULTANTS GROUP INC | 108062 | 154.2% | $188.2M | 8 | 2026-03-31 | → |
| 254 | WINTERS FINANCIAL GROUP, INC. | 309549 | 153.6% | $252.3M | 3 | 2026-03-31 | → |
| 255 | CAPACUITY LLC | 297679 | 153.5% | $13.87B | 40 | 2026-03-31 | → |
| 256 | SPECTRUM WEALTH ADVISORY GROUP, LLC | 298632 | 151.7% | $445.4M | 5 | 2026-03-31 | → |
| 257 | FCIG WEALTH MANAGEMENT, LLC | 329906 | 151.3% | $282.5M | 4 | 2026-06-30 | → |
| 258 | SILVER COAST INVESTMENTS LLC | 167771 | 151.3% | $401.6M | 32 | 2026-03-31 | → |
| 259 | KEY CLIENT FIDUCIARY ADVISORS, LLC | 298240 | 151.1% | $896.3M | 10 | 2026-03-31 | → |
| 260 | FIDUCIARY MANAGEMENT GROUP, LLC | 136612 | 151% | $70.7M | 2 | 2026-03-31 | → |
| 261 | ADAMO CAPITAL FAMILY OFFICE LLC | 315653 | 150.5% | $1.12B | 17 | 2026-03-31 | → |
| 262 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | 150% | $16.10B | 250 | 2026-03-31 | → |
| 263 | FITZWALTER CAPITAL (US) LLC | 311629 | 150% | $3.19B | 9 | 2026-03-31 | → |
| 264 | HAUN VENTURES MANAGEMENT LP | 318409 | 150% | $2.49B | 11 | 2026-03-31 | → |
| 265 | OCCUDO QUANTITATIVE STRATEGIES LP | 310070 | 150% | $2.22B | 5 | 2026-03-31 | → |
| 266 | RITHM CAPITAL ADVISORS LLC | 334244 | 150% | $825.7M | 73 | 2026-03-31 | → |
| 267 | APAX PARTNERS US, LLC | 157110 | 150% | $768.3M | 133 | 2026-06-30 | → |
| 268 | LYNK CAPITAL MANAGEMENT COMPANY, LLC | 329038 | 150% | $359.6M | 6 | 2026-03-31 | → |
| 269 | MAVROS CAPITAL MANAGEMENT, LLC | 327785 | 150% | $32.1M | 6 | 2026-04-30 | → |
| 270 | RETIREMENT INVESTMENT ADVISORS INC | 106316 | 149.4% | $1.49B | 15 | 2026-03-31 | → |
| 271 | RIVERPATH INVESTMENTS LLC | 226671 | 147.7% | $362.9M | 5 | 2026-01-31 | → |
| 272 | SKYVIEW INVESTMENT ADVISORS, LLC | 286353 | 145.5% | $8.32B | 21 | 2026-03-31 | → |
| 273 | RKL WEALTH MANAGEMENT LLC | 122693 | 145.4% | $2.51B | 38 | 2026-03-31 | → |
| 274 | AXS INVESTMENTS LLC | 305714 | 144.8% | $3.02B | 8 | 2026-02-28 | → |
| 275 | MEOW ADVISORY, LLC | 321099 | 144.5% | $1.38B | 2 | 2026-02-28 | → |
| 276 | VSM WEALTH ADVISORY, LLC | 313717 | 144.2% | $677.5M | 6 | 2026-03-31 | → |
| 277 | MANCHESTER FINANCIAL INC | 106071 | 143.6% | $1.05B | 19 | 2026-03-31 | → |
| 278 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | 146448 | 143.3% | $440.8M | 3 | 2026-03-31 | → |
| 279 | FOUR TREE ISLAND ADVISORY LLC | 158851 | 142.9% | $182.2M | 2 | 2026-03-31 | → |
| 280 | MAS ADVISORS LLC | 165906 | 141.8% | $2.56B | 13 | 2026-03-31 | → |
| 281 | SUNCOAST EQUITY MANAGEMENT, LLC | 108289 | 140.9% | $2.11B | 12 | 2026-03-31 | → |
| 282 | M4A3 LLC | 336172 | 140.5% | $322.0M | 6 | 2026-03-31 | → |
| 283 | TRIASIMA PORTFOLIO MANAGEMENT INC. | 304577 | 140.2% | $1.11B | 24 | 2026-03-31 | → |
| 284 | PANTHEON VENTURES (UK) LLP | 161631 | 140% | $4.62B | 406 | 2026-03-31 | → |
| 285 | MARTIN, JAVAN VON | 335035 | 139.8% | $952.3M | 1 | 2026-03-31 | → |
| 286 | PLENTY FINANCIAL RIA, LLC | 323767 | 139.3% | $6.2M | 6 | 2025-03-31 | → |
| 287 | NO FATE BWWM, LLC | 317406 | 137.3% | $311.9M | 2 | 2026-03-31 | → |
| 288 | GREAT HILL CAPITAL, LLC | 328021 | 137.1% | $1.01B | 1 | 2026-01-31 | → |
| 289 | CORNERMEN FINANCIAL, LLC | 323179 | 137.1% | $172.7M | 4 | 2026-03-31 | → |
| 290 | HUNTER POINT CAPITAL LP | 310871 | 135.7% | $7.81B | 74 | 2026-03-31 | → |
| 291 | NOLET WEALTH MANAGEMENT, LLC | 329186 | 135.3% | $272.6M | 4 | 2026-01-31 | → |
| 292 | SEQUOIA PLANNING & INVESTMENTS LLC | 109519 | 135.3% | $160.0M | 2 | 2026-03-31 | → |
| 293 | NAPLES ASSET MANAGEMENT CO., LLC | 133978 | 134.5% | $404.3M | 11 | 2026-06-30 | → |
| 294 | U.S. CHERRY LLC | 311564 | 134.3% | $8.3M | 1 | 2026-03-31 | → |
| 295 | TRITONPOINT CAPITAL, LLC | 336417 | 133.5% | $250.2M | 3 | 2026-03-31 | → |
| 296 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | 323370 | 133.3% | $7.03B | 14 | 2026-03-31 | → |
| 297 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | 133.3% | $4.60B | 6 | 2026-05-31 | → |
| 298 | PACT CAPITAL LLC | 333871 | 133.3% | $891.7M | 14 | 2026-03-31 | → |
| 299 | MARCHANT MC LIMITED | 335094 | 133.3% | $705.1M | 4 | 2026-06-30 | → |
| 300 | MAIN CAPITAL PARTNERS NORTH AMERICA LLC | 329886 | 133.3% | $471.6M | 9 | 2026-03-31 | → |
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