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 | |
|---|---|---|---|---|---|---|---|
| 601 | TUDOR FINANCIAL, INC. | 121495 | 65.4% | $256.3M | 6 | 2026-03-31 | → |
| 602 | TAURUS FINANCIAL LLC | 335067 | 65.3% | $162.5M | 3 | 2026-05-31 | → |
| 603 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | 65.2% | $260.22B | 399 | 2026-03-31 | → |
| 604 | DISHMI CAPITAL, LLC | 336392 | 64.9% | $215.1M | 4 | 2026-03-31 | → |
| 605 | H. C. DENISON CO. | 1628 | 64.3% | $310.0M | 4 | 2026-03-31 | → |
| 606 | CATALUR CAPITAL MANAGEMENT, LP | 307830 | 64.3% | $611.9M | 8 | 2026-03-31 | → |
| 607 | INCOME RESEARCH + MANAGEMENT | 104863 | 64.3% | $130.65B | 218 | 2026-03-31 | → |
| 608 | SUMMIT FINANCIAL, LLC | 299322 | 64.1% | $22.47B | 490 | 2026-03-31 | → |
| 609 | WINNING POINTS ADVISORS, L.L.C. | 118077 | 63.8% | $173.1M | 2 | 2026-03-31 | → |
| 610 | ICON FINANCIAL SERVICES LLC | 306816 | 63.7% | $19.7M | 3 | 2026-03-31 | → |
| 611 | RIALTO WEALTH MANAGEMENT, LLC | 319411 | 63.6% | $625.9M | 7 | 2026-03-31 | → |
| 612 | FMB RETIREMENT SERVICES | 164571 | 63.5% | $146.2M | 12 | 2026-03-31 | → |
| 613 | CATOCTIN RIDGE WEALTH PARTNER, LLC | 333113 | 63.5% | $199.0M | 5 | 2026-03-31 | → |
| 614 | RELEVANT WEALTH ADVISORS, LLC | 1489 | 63.4% | $799.0M | 4 | 2026-03-31 | → |
| 615 | T.ROWE PRICE HONG KONG LIMITED | 155827 | 63.3% | $42.34B | 134 | 2026-03-31 | → |
| 616 | TITLETOWN WEALTH MANAGEMENT, LLC | 307752 | 63.2% | $150.3M | 2 | 2026-02-28 | → |
| 617 | CVC SECONDARY PARTNERS (U.S.), LLC | 289554 | 63.2% | $22.19B | 45 | 2026-03-31 | → |
| 618 | WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. | 226535 | 63% | $694.3M | 27 | 2026-03-31 | → |
| 619 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | 63% | $9.18B | 164 | 2026-03-31 | → |
| 620 | STONEBRIAR WEALTH, LLC | 327618 | 62.9% | $139.0M | 11 | 2026-04-30 | → |
| 621 | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | 109882 | 62.6% | $2.06B | 14 | 2026-03-31 | → |
| 622 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | 150570 | 62.6% | $1.73B | 21 | 2026-03-31 | → |
| 623 | BAIN CAPITAL INSURANCE SOLUTIONS, LP | 305575 | 62.5% | $5.39B | 48 | 2026-03-31 | → |
| 624 | TRUELINK CAPITAL MANAGEMENT, LLC | 323910 | 62.5% | $4.20B | 24 | 2026-03-31 | → |
| 625 | 1789 CAPITAL MANAGEMENT, LLC | 335007 | 62.5% | $2.73B | 13 | 2026-03-31 | → |
| 626 | NOVACAP MANAGEMENT FINANCIAL SERVICES INC. | 327205 | 62.5% | $834.8M | 12 | 2026-03-31 | → |
| 627 | PLANNING SOLUTIONS INTERNATIONAL LLC | 300043 | 62.4% | $108.8M | 2 | 2026-03-31 | → |
| 628 | KRUSEN CAPITAL MANAGEMENT, LLC | 150754 | 61.9% | $255.7M | 2 | 2026-03-31 | → |
| 629 | RITTER DANIHER FINANCIAL ADVISORY LLC | 321827 | 61.5% | $936.5M | 15 | 2026-03-31 | → |
| 630 | PALISADES INVESTMENT PARTNERS, LLC | 128173 | 61.4% | $271.0M | 3 | 2026-02-28 | → |
| 631 | FSM WEALTH ADVISORS, LLC | 298904 | 61.3% | $1.39B | 27 | 2026-03-31 | → |
| 632 | BUFFALO FIRST WEALTH MANAGEMENT, LLC | 168937 | 61.2% | $91.7M | 4 | 2026-01-31 | → |
| 633 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | 60.9% | $3.97B | 29 | 2026-03-31 | → |
| 634 | CANE CAPITAL PARTNERS, LLC | 337468 | 60.7% | $284.1M | 5 | 2026-03-31 | → |
| 635 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | 319289 | 60.4% | $3.83B | 9 | 2026-05-31 | → |
| 636 | NORTHCREST ASSET MANAGEMENT LLC | 300366 | 60.1% | $4.33B | 12 | 2026-03-31 | → |
| 637 | MY PORTFOLIO GUIDE, LLC | 153188 | 60% | $201.0M | 2 | 2026-02-28 | → |
| 638 | APOLLO CREDIT MANAGEMENT, LLC | 156115 | 60% | $29.97B | 3,564 | 2026-03-31 | → |
| 639 | NIOBRARA CAPITAL PARTNERS LP | 332070 | 60% | $17.07B | 12 | 2026-03-31 | → |
| 640 | MESARETE CAPITAL LLP | 314600 | 60% | $4.75B | 27 | 2026-06-30 | → |
| 641 | ASCEND CAPITAL PARTNERS MANAGER, L.P. | 310515 | 60% | $2.18B | 19 | 2026-03-31 | → |
| 642 | ADAR1 CAPITAL MANAGEMENT, LLC | 299694 | 60% | $1.68B | 11 | 2026-03-31 | → |
| 643 | HARVEY PARTNERS, LLC | 160681 | 60% | $1.23B | 5 | 2026-03-31 | → |
| 644 | BOYNE CAPITAL MANAGEMENT, LLC | 285919 | 60% | $1.16B | 33 | 2026-03-31 | → |
| 645 | STUYVESANT CAPITAL MANAGEMENT CORPORATION | 111998 | 60% | $43.0M | 2 | 2026-03-31 | → |
| 646 | IA PRIVATE WEALTH (USA) INC. | 322127 | 59.6% | $135.1M | 131 | 2026-03-31 | → |
| 647 | SOUTH COVE FINANCIAL, LLC | 284554 | 59.5% | $145.0M | 3 | 2025-12-31 | → |
| 648 | STAGE HARBOR FINANCIAL, LLC | 289725 | 59.3% | $1.10B | 11 | 2026-03-31 | → |
| 649 | PTM WEALTH MANAGEMENT, LLC | 308944 | 59.2% | $310.2M | 7 | 2026-03-31 | → |
| 650 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | 59.1% | $7.80B | 83 | 2026-03-31 | → |
| 651 | HUDSON CAPITAL ADVISORY, INC. | 304163 | 59.1% | $327.7M | 5 | 2026-03-31 | → |
| 652 | 10 EAST PARTNERS LLC | 322360 | 59.1% | $490.3M | 21 | 2026-03-31 | → |
| 653 | NEW ENGLAND SCHOONER, INC. | 129552 | 58.9% | $165.2M | 4 | 2026-03-31 | → |
| 654 | SMITH AFFILIATED CAPITAL CORP | 107675 | 58.9% | $1.68B | 10 | 2026-03-31 | → |
| 655 | XXEC INC | 108886 | 58.8% | $137.5M | 4 | 2026-06-30 | → |
| 656 | MADISON DEARBORN PARTNERS, LLC | 157349 | 58.3% | $20.74B | 73 | 2026-03-31 | → |
| 657 | RETIRABLE INC. | 307472 | 58.3% | $301.0M | 23 | 2026-03-31 | → |
| 658 | DEMAND WEALTH LLC | 307043 | 58.3% | $164.6M | 3 | 2026-03-31 | → |
| 659 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | 58.3% | $282.71B | 699 | 2026-03-31 | → |
| 660 | SK ADVISOR NETWORK, LLC | 317533 | 58.2% | $271.5M | 2 | 2026-03-31 | → |
| 661 | MARKETRIDERS, INC. | 147963 | 57.9% | $363.0M | 6 | 2026-03-31 | → |
| 662 | CAMBIENT FAMILY OFFICE, LLC | 335128 | 57.6% | $857.9M | 6 | 2026-03-31 | → |
| 663 | STEPSTONE GROUP EUROPE ALTERNATIVE INVESTMENTS LIMITED | 284947 | 57.5% | $47.29B | 140 | 2026-06-30 | → |
| 664 | NWF ADVISORY SERVICES INC | 110410 | 57.5% | $6.43B | 111 | 2026-03-31 | → |
| 665 | FINANCIAL INNOVATIONS, LLC | 142769 | 57.5% | $535.2M | 2 | 2026-03-31 | → |
| 666 | FIDUCIARY CAPITAL MANAGEMENT LLC | 340618 | 57.5% | $149.2M | 12 | 2026-06-30 | → |
| 667 | BSP CLO MANAGEMENT LLC | 304962 | 57.1% | $12.24B | 241 | 2026-03-31 | → |
| 668 | CHICAGO PACIFIC CAPITAL, L.P. | 172960 | 57.1% | $6.78B | 46 | 2026-03-31 | → |
| 669 | AVENTAIL CAPITAL GROUP, LP | 306333 | 57.1% | $2.55B | 23 | 2026-03-31 | → |
| 670 | NUMERAI GP LLC | 282851 | 57.1% | $1.90B | 12 | 2026-03-31 | → |
| 671 | ABACUS CAPITAL ADVISORS LLC | 309295 | 56.9% | $119.5M | 3 | 2026-03-31 | → |
| 672 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | 56.9% | $2.96B | 100 | 2026-03-31 | → |
| 673 | SMARTADVISOR LLC | 319690 | 56.8% | $29.2M | 8 | 2026-03-31 | → |
| 674 | S & P FINANCIAL, INC. | 139358 | 56.8% | $370.6M | 2 | 2026-03-31 | → |
| 675 | PEAK WEALTH MANAGEMENT LLC | 332411 | 56.8% | $39.0M | 1 | 2026-01-31 | → |
| 676 | BG INVESTMENT SERVICES, INC. | 281716 | 56.7% | $868.5M | 7 | 2026-01-31 | → |
| 677 | RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | 111987 | 56.7% | $642.9M | 6 | 2026-03-31 | → |
| 678 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | 56.5% | $18.75B | 35 | 2026-03-31 | → |
| 679 | NORTH WOODS ASSET MANAGEMENT LLC | 226575 | 56.1% | $150.4M | 2 | 2026-03-31 | → |
| 680 | SETCHFIELD ASSOCIATES LLC | 113289 | 56% | $192.8M | 2 | 2026-02-28 | → |
| 681 | STRATEGIC WEALTH ADVISORS GROUP, INC. | 285863 | 55.8% | $206.7M | 13 | 2026-03-31 | → |
| 682 | BBAE ADVISORS LLC | 269900 | 55.8% | $1.2M | 3 | 2026-03-31 | → |
| 683 | CORNERSTONE SECURITIES LLC | 140379 | 55.8% | $210.0M | 10 | 2026-04-30 | → |
| 684 | GREENBUSH FINANCIAL GROUP, LLC | 125500 | 55.7% | $616.5M | 6 | 2026-01-31 | → |
| 685 | ERA PARTNERS LLC | 307400 | 55.6% | $1.65B | 15 | 2026-03-31 | → |
| 686 | EARNED WEALTH ADVISORS, LLC | 108052 | 55.4% | $3.11B | 35 | 2026-03-31 | → |
| 687 | ACADIA LEGACY GROUP, LLC | 291481 | 55.3% | $133.2M | 4 | 2026-03-31 | → |
| 688 | PATHWAY PARTNERS WEALTH ADVISORS, LLC | 323507 | 55.3% | $78.9M | 8 | 2026-01-31 | → |
| 689 | STRUCTURED WEALTH MANAGEMENT, INC. | 146611 | 55% | $226.9M | 4 | 2026-02-28 | → |
| 690 | EXCHANGE TRADED CONCEPTS, LLC | 151197 | 54.8% | $22.95B | 16 | 2026-02-28 | → |
| 691 | AB2 CAPITAL PARTNERS LLC | 318038 | 54.5% | $1.15B | 1 | 2026-02-28 | → |
| 692 | LYRIC CAPITAL MANAGEMENT GROUP, L.P. | 299917 | 54.5% | $1.10B | 11 | 2026-03-31 | → |
| 693 | FORTHRIGHT CAPITAL ADVISORY LLC | 323596 | 54.5% | $107.7M | 22 | 2026-03-31 | → |
| 694 | BPM WEALTH ADVISORS, LLC | 325909 | 54.2% | $268.3M | 6 | 2026-01-31 | → |
| 695 | SMITH GROUP ASSET MANAGEMENT, LLC | 313265 | 54% | $2.21B | 14 | 2026-03-31 | → |
| 696 | AXIOM ALTERNATIVE INVESTMENTS SARL | 282155 | 53.8% | $4.73B | 23 | 2026-03-31 | → |
| 697 | ROSSBY FINANCIAL, LLC | 324631 | 53.7% | $854.8M | 7 | 2026-05-31 | → |
| 698 | DOWLING FINANCIAL SERVICES, INC | 155624 | 53.6% | $179.3M | 3 | 2026-02-28 | → |
| 699 | VISE AI ADVISORS, LLC | 301761 | 53.4% | $8.53B | 44 | 2026-06-30 | → |
| 700 | R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC. | 145159 | 53.3% | $227.1M | 1 | 2026-03-31 | → |
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