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 | |
|---|---|---|---|---|---|---|---|
| 501 | BQS FINANCIAL ADVISORS, LLC | 333795 | 81.3% | $226.4M | 7 | 2026-03-31 | → |
| 502 | SUNBEAM CAPITAL MANAGEMENT, LLC | 289723 | 81.1% | $410.2M | 3 | 2026-03-31 | → |
| 503 | MCA CROSS BORDER CAPITAL INC. | 327516 | 80.9% | $64.6M | 9 | 2026-03-31 | → |
| 504 | KCD FINANCIAL, INC. | 127473 | 80.6% | $202.1M | 29 | 2026-05-31 | → |
| 505 | REFLECTION ASSET MANAGEMENT, LLC | 306663 | 80.6% | $228.9M | 3 | 2026-03-31 | → |
| 506 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | 80% | $22.84B | 213 | 2026-03-31 | → |
| 507 | SYMBIOTIC CAPITAL MANAGEMENT CO. LLC | 325844 | 80% | $1.13B | 9 | 2026-03-31 | → |
| 508 | OCTAGON FINANCE LLC | 289850 | 80% | $184.1M | 5 | 2026-03-31 | → |
| 509 | GFM ASSET MANAGEMENT LLC | 283810 | 80% | $27.5M | 3 | 2026-03-31 | → |
| 510 | BXM WEALTH LLC | 332544 | 79.8% | $231.3M | 4 | 2026-01-31 | → |
| 511 | MPWM ADVISORY SOLUTIONS LLC | 169885 | 79.6% | $326.9M | 20 | 2026-03-31 | → |
| 512 | GOLDEN BAY ADVISORS LLC | 166679 | 79.3% | $179.8M | 1 | 2026-03-31 | → |
| 513 | BERLIN, JONATHAN ANTONIO MEZA | 330370 | 78.6% | $7.1M | 2 | 2026-06-30 | → |
| 514 | BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC | 328496 | 78.3% | $188.2M | 7 | 2026-03-31 | → |
| 515 | EUDAIMONIA ASSET MANAGEMENT, LLC | 299379 | 77.5% | $246.9M | 4 | 2026-03-31 | → |
| 516 | ADVISOR SHARE WEALTH MANAGEMENT, LLC | 307997 | 77.1% | $376.9M | 47 | 2026-03-31 | → |
| 517 | STONEFIELD INVESTMENT ADVISORY, INC. | 113802 | 77.1% | $120.3M | 2 | 2026-01-31 | → |
| 518 | POWER FINANCIAL PARTNERS, LLC | 324253 | 76.6% | $329.1M | 4 | 2026-02-28 | → |
| 519 | SUMMIT WEALTH GROUP LLC | 335242 | 75.8% | $2.31B | 80 | 2026-03-31 | → |
| 520 | CIBEST CAPITAL ADVISORY SERVICES LLC | 317663 | 75.7% | $374.8M | 7 | 2026-03-31 | → |
| 521 | PHILLIPS AND COMPANY ADVISORS LLC | 167214 | 75.4% | $2.66B | 19 | 2026-03-31 | → |
| 522 | FLAHARTY ASSET MANAGEMENT, LLC | 168495 | 75.2% | $901.6M | 10 | 2026-03-31 | → |
| 523 | HAWKE FINANCIAL GROUP, LLC | 301733 | 75.1% | $269.6M | 2 | 2026-04-30 | → |
| 524 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | 165796 | 75% | $15.57B | 53 | 2026-03-31 | → |
| 525 | VAN ECK ABSOLUTE RETURN ADVISERS CORPORATION | 137177 | 75% | $3.11B | 271 | 2026-03-31 | → |
| 526 | TWO SEAS CAPITAL LP | 310191 | 75% | $2.82B | 16 | 2026-03-31 | → |
| 527 | EIR PARTNERS CAPITAL, LP | 319010 | 75% | $2.72B | 16 | 2026-03-31 | → |
| 528 | BELLTOWER PARTNERS LLC | 333385 | 75% | $681.4M | 5 | 2026-03-31 | → |
| 529 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | 288129 | 75% | $524.1M | 3 | 2026-03-31 | → |
| 530 | TACTICAL INFRASTRUCTURE PARTNERS, LP | 318315 | 75% | $398.3M | 6 | 2026-03-31 | → |
| 531 | PHILLIPS WEALTH PLANNERS LLC | 319226 | 74.8% | $340.8M | 6 | 2026-03-31 | → |
| 532 | CHURCHILL FINANCIAL ADVISORS, LLC | 333071 | 74.4% | $522.9M | 5 | 2026-03-31 | → |
| 533 | STONECROP WEALTH ADVISORS, LLC | 306486 | 74.2% | $299.5M | 7 | 2026-03-31 | → |
| 534 | PEOPLE MAKE THE DIFFERENCE, INC. | 159443 | 74% | $111.6M | 7 | 2026-03-31 | → |
| 535 | FIRST ADVISORS NATIONAL, LLC | 166212 | 73.3% | $505.9M | 65 | 2026-03-31 | → |
| 536 | UNISON ASSET MANAGEMENT LLC | 288249 | 73.3% | $298.2M | 5 | 2026-03-31 | → |
| 537 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | 73.1% | $9.38B | 209 | 2026-03-31 | → |
| 538 | WILLOW TREE CREDIT PARTNERS LP | 287810 | 72.7% | $2.80B | 21 | 2026-03-31 | → |
| 539 | CLOUD CAPITAL MANAGEMENT, LLC | 317325 | 72.2% | $300.2M | 5 | 2026-03-31 | → |
| 540 | DRIVEN INVESTMENTS LLC | 310095 | 71.7% | $239.2M | 8 | 2026-03-31 | → |
| 541 | ASSET ALLOCATION STRATEGIES, LLC | 152339 | 71.5% | $1.02B | 45 | 2026-03-31 | → |
| 542 | RV CAPITAL MANAGEMENT PRIVATE LTD | 171385 | 71.4% | $2.54B | 32 | 2026-03-31 | → |
| 543 | SAGARD HOLDINGS MANAGER (US) LLC | 322374 | 71.4% | $1.41B | 41 | 2026-03-31 | → |
| 544 | ARTIST CAPITAL MANAGEMENT LLC | 296835 | 71.4% | $417.6M | 4 | 2026-03-31 | → |
| 545 | AUTUMN LANE ADVISORS, LLC | 173624 | 71.2% | $1.20B | 7 | 2026-02-28 | → |
| 546 | THIRTYNORTH INVESTMENTS, LLC | 155355 | 71.2% | $467.8M | 6 | 2026-03-31 | → |
| 547 | CAP SIX ADVISORS LLC | 325164 | 70.7% | $340.8M | 5 | 2026-03-31 | → |
| 548 | STRATHMORE CAPITAL ADVISORS, INC. | 135008 | 70.5% | $805.0M | 17 | 2026-03-31 | → |
| 549 | SANDBROOK CAPITAL MANAGEMENT LP | 317009 | 70% | $4.58B | 29 | 2026-03-31 | → |
| 550 | ACCENT CAPITAL MANAGEMENT, LLC | 319275 | 69.6% | $382.7M | 7 | 2026-03-31 | → |
| 551 | RABENOLD ADVISORS, INC. | 283882 | 69.6% | $35.6M | 4 | 2026-03-31 | → |
| 552 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | 338274 | 69% | $3.21B | 52 | 2026-03-31 | → |
| 553 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | 68.8% | $135.09B | 1,715 | 2026-03-31 | → |
| 554 | BEACON GLOBAL ADVISOR NETWORK, LLC | 288833 | 68.3% | $745.1M | 61 | 2026-03-31 | → |
| 555 | NUCLO WEALTH LLC | 317730 | 68.3% | $293.7M | 8 | 2026-03-31 | → |
| 556 | BROWN ADVISORY LTD. | 168985 | 68.2% | $26.58B | 110 | 2026-03-31 | → |
| 557 | COGENT PRIVATE WEALTH, INC. | 319092 | 68.2% | $250.3M | 8 | 2026-03-31 | → |
| 558 | PARADIGM WEALTH MANAGEMENT, LLC | 148662 | 67.8% | $563.4M | 7 | 2026-03-31 | → |
| 559 | WEALTHIE ADVISORS, LLC | 340058 | 67.7% | $27,322 | 2 | 2026-06-30 | → |
| 560 | FIDUCIARY BENEFITS GROUP | 326204 | 67.7% | $1.07B | 3 | 2026-03-31 | → |
| 561 | SCRATCH CAPITAL LLC | 318835 | 67.4% | $230.1M | 4 | 2026-03-31 | → |
| 562 | FOX FINANCIAL SERVICES, INC. | 112506 | 67.3% | $110.9M | 1 | 2026-02-28 | → |
| 563 | MASTERWORKS ADVISERS, LLC | 324239 | 67.2% | $8.1M | 13 | 2026-03-31 | → |
| 564 | VOYA INVESTMENTS, LLC | 111091 | 67.2% | $59.48B | 104 | 2026-03-31 | → |
| 565 | E6 PORTFOLIOS | 326617 | 67% | $239.4M | 9 | 2026-03-31 | → |
| 566 | MILLENNIUM MANAGEMENT LLC | 158117 | 66.7% | $720.85B | 6,670 | 2026-03-31 | → |
| 567 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | 66.7% | $25.06B | 48 | 2026-06-30 | → |
| 568 | DEEP TRACK CAPITAL, LP | 312459 | 66.7% | $8.37B | 19 | 2026-03-31 | → |
| 569 | KINETIC PARTNERS MANAGEMENT, LP | 318097 | 66.7% | $4.73B | 15 | 2026-03-31 | → |
| 570 | GUIDESTONE INVESTMENT SERVICES | 338335 | 66.7% | $3.91B | 28 | 2026-03-31 | → |
| 571 | LUMINT CORPORATION | 324443 | 66.7% | $3.67B | 14 | 2026-03-31 | → |
| 572 | MAGNETAR ASSET MANAGEMENT LLC | 285287 | 66.7% | $1.92B | 167 | 2026-03-31 | → |
| 573 | A&M PRIVATE WEALTH PARTNERS, LLC | 331478 | 66.7% | $1.83B | 28 | 2026-03-31 | → |
| 574 | P/E GLOBAL LLC | 155642 | 66.7% | $1.71B | 62 | 2026-03-31 | → |
| 575 | ALPHA SQUARE GROUP S, LLC | 308022 | 66.7% | $1.60B | 21 | 2026-03-31 | → |
| 576 | HERCULES ADVISER LLC | 310662 | 66.7% | $1.56B | 3 | 2026-03-31 | → |
| 577 | GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. | 291477 | 66.7% | $1.54B | 18 | 2026-03-31 | → |
| 578 | CITATION CAPITAL MANAGEMENT, LLC | 326828 | 66.7% | $1.36B | 14 | 2026-03-31 | → |
| 579 | MADISON RIVER CAPITAL LLC | 286411 | 66.7% | $1.26B | 14 | 2026-03-31 | → |
| 580 | 7RIDGE LIMITED | 315057 | 66.7% | $1.23B | 17 | 2026-05-31 | → |
| 581 | SEGRA CAPITAL MANAGEMENT, LLC | 167306 | 66.7% | $820.7M | 5 | 2026-03-31 | → |
| 582 | UNION CAPITAL ASSOCIATES, L.P. | 285154 | 66.7% | $721.5M | 28 | 2026-03-31 | → |
| 583 | ACHIEVE PARTNERS MANAGEMENT, LLC | 299883 | 66.7% | $672.3M | 12 | 2026-03-31 | → |
| 584 | CONSILIUM INVESTMENT MANAGEMENT LLC | 131934 | 66.7% | $540.6M | 17 | 2026-06-30 | → |
| 585 | COVE PRIVATE WEALTH, LLC | 316866 | 66.7% | $455.5M | 2 | 2026-02-28 | → |
| 586 | CRAWFORD FUND MANAGEMENT, LLC | 158659 | 66.7% | $356.1M | 4 | 2026-03-31 | → |
| 587 | LONETREE CAPITAL, LLC | 321784 | 66.7% | $229.3M | 12 | 2026-03-31 | → |
| 588 | TWENTY ACRE CAPITAL LP | 306381 | 66.7% | $198.5M | 8 | 2025-03-31 | → |
| 589 | ARAVALLI CAPITAL MANAGEMENT LP | 327861 | 66.7% | $191.4M | 4 | 2026-03-31 | → |
| 590 | BIN YUAN CAPITAL (CAYMAN) LIMITED | 170104 | 66.7% | $76.0M | 24 | 2026-03-31 | → |
| 591 | PERIPHAS CAPITAL, LP | 291980 | 66.7% | $72.6M | 4 | 2026-03-31 | → |
| 592 | CQL CAPITAL MANAGEMENT | 319557 | 66.7% | $27.4M | 4 | 2026-03-31 | → |
| 593 | MEDALLION WEALTH ADVISORS, LLC | 156064 | 66.4% | $516.9M | 7 | 2026-03-31 | → |
| 594 | WELLTH ADVISORY SERVICES, LLC | 330537 | 66.3% | $26.68B | 74 | 2026-03-31 | → |
| 595 | NVEST FINANCIAL, LLC | 128868 | 66.1% | $688.3M | 16 | 2026-03-31 | → |
| 596 | AMUNI FINANCIAL, INC. | 8365 | 65.7% | $194.6M | 21 | 2026-03-31 | → |
| 597 | MOMENTUM INDEPENDENT NETWORK INC. | 17587 | 65.6% | $1.61B | 97 | 2026-03-31 | → |
| 598 | PRINCETON VALUE PARTNERS LLC | 313153 | 65.6% | $57.4M | 2 | 2026-03-31 | → |
| 599 | MERKKURI WEALTH ADVISORS LLC | 330164 | 65.6% | $204.1M | 7 | 2026-03-31 | → |
| 600 | LEGADO WEALTH MANAGEMENT LLC | 305263 | 65.6% | $51.0M | 1 | 2026-02-28 | → |
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