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 | |
|---|---|---|---|---|---|---|---|
| 701 | OUTWING, LLC | 322444 | 53% | $332.8M | 4 | 2026-03-31 | → |
| 702 | OLD WEST INVESTMENT MANAGEMENT, LLC | 148343 | 52.9% | $915.7M | 8 | 2026-03-31 | → |
| 703 | SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC | 187519 | 52.8% | $183.1M | 8 | 2026-03-31 | → |
| 704 | AEGIS CAPITAL CORP. | 15007 | 52.8% | $1.78B | 260 | 2026-02-28 | → |
| 705 | CONNING, INC. | 107423 | 52.8% | $106.90B | 270 | 2026-03-31 | → |
| 706 | WEALTH ADVISORS GROUP, LLC | 291648 | 52.6% | $278.5M | 2 | 2026-03-31 | → |
| 707 | GOING, SEBASTIEN, FISHER & LEBOUEF, LLP | 117104 | 52.5% | $160.8M | 10 | 2026-02-28 | → |
| 708 | JOEL ADAMS AND ASSOCIATES INC. | 319379 | 52.5% | $305.6M | 3 | 2026-02-28 | → |
| 709 | STONE STEPS FINANCIAL, LLC | 175289 | 52.5% | $146.6M | 6 | 2026-03-31 | → |
| 710 | JAFFA CAPITAL MANAGEMENT LLC | 325411 | 52.4% | $597.2M | 14 | 2026-03-31 | → |
| 711 | CAPITAL CREEK PARTNERS, LLC | 301211 | 52.3% | $1.52B | 24 | 2026-03-31 | → |
| 712 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | 52.2% | $13.88B | 200 | 2026-03-31 | → |
| 713 | INVEX NEXT, LLC | 328201 | 52% | $3.0M | 8 | 2026-03-31 | → |
| 714 | ONEASCENT INVESTMENT SOLUTIONS, LLC | 285512 | 51.6% | $987.2M | 27 | 2026-03-31 | → |
| 715 | ADVISORY RESEARCH INC | 108254 | 51.5% | $991.3M | 14 | 2026-03-31 | → |
| 716 | ADVISOR PARTNERS II, LLC | 321633 | 51.2% | $13.91B | 26 | 2026-03-31 | → |
| 717 | KENNERMAN ASSOCIATE INC | 105696 | 51.2% | $825.5M | 6 | 2026-02-28 | → |
| 718 | MEZZASALMA ADVISORS, LLC | 129045 | 51.1% | $534.4M | 8 | 2026-03-31 | → |
| 719 | SUNPOINTE, LLC | 282505 | 50.9% | $790.7M | 17 | 2026-02-28 | → |
| 720 | ARLINGTON FINANCIAL ADVISORS, LLC | 283288 | 50.8% | $1.24B | 16 | 2026-02-28 | → |
| 721 | SEVEN HILLS FINANCIAL, LLC | 143190 | 50.7% | $280.9M | 5 | 2026-03-31 | → |
| 722 | ALPHAQ ADVISORS LLC | 141006 | 50.5% | $90.6M | 2 | 2026-02-28 | → |
| 723 | BFC PLANNING, INC. | 119682 | 50.5% | $3.84B | 200 | 2026-03-31 | → |
| 724 | TAULA CAPITAL MANAGEMENT (UK) LLP | 329863 | 50% | $273.22B | 40 | 2026-06-30 | → |
| 725 | TAULA CAPITAL MANAGEMENT (US) LLC | 329865 | 50% | $210.93B | 23 | 2026-03-31 | → |
| 726 | MOORE CAPITAL MANAGEMENT, LP | 160188 | 50% | $23.70B | 337 | 2026-03-31 | → |
| 727 | PCCP, LLC | 157505 | 50% | $20.10B | 175 | 2026-03-31 | → |
| 728 | CASTLE HOOK PARTNERS LP | 284968 | 50% | $10.96B | 35 | 2026-03-31 | → |
| 729 | MAN SOLUTIONS LLC | 157592 | 50% | $10.10B | 22 | 2026-03-31 | → |
| 730 | ATAIROS MANAGEMENT, L.P. | 281947 | 50% | $6.79B | 31 | 2026-03-31 | → |
| 731 | MONROE CAPITAL BDC ADVISORS, LLC | 165657 | 50% | $6.71B | 101 | 2026-03-31 | → |
| 732 | ETHOS CAPITAL LP | 306874 | 50% | $6.31B | 19 | 2026-03-31 | → |
| 733 | ANTARES CAPITAL CREDIT ADVISERS LLC | 328497 | 50% | $6.17B | 466 | 2026-03-31 | → |
| 734 | BAYPINE HOLDINGS LP | 311154 | 50% | $5.10B | 55 | 2026-03-31 | → |
| 735 | HOLBROOK HOLDINGS, INC. | 283258 | 50% | $3.78B | 14 | 2026-02-28 | → |
| 736 | BCSF ADVISORS, LP | 282092 | 50% | $3.65B | 682 | 2026-03-31 | → |
| 737 | GREENBELT CAPITAL MANAGEMENT L.P. | 322516 | 50% | $3.19B | 25 | 2026-03-31 | → |
| 738 | AB BROADLY SYNDICATED LOAN MANAGER LLC | 308135 | 50% | $2.62B | 1 | 2026-03-31 | → |
| 739 | DUNES POINT CAPITAL, L.P. | 172538 | 50% | $2.56B | 37 | 2026-03-31 | → |
| 740 | SILVER HILL ENERGY PARTNERS, LP | 307537 | 50% | $2.49B | 49 | 2026-03-31 | → |
| 741 | NEW 2ND CAPITAL ADVISORS, L.P. | 292254 | 50% | $2.36B | 20 | 2026-03-31 | → |
| 742 | VANBARTON GROUP LLC | 119128 | 50% | $2.28B | 28 | 2026-03-31 | → |
| 743 | FS STRUCTURED PRODUCTS ADVISOR, LLC | 301285 | 50% | $2.20B | 183 | 2026-03-31 | → |
| 744 | RIVER CANYON FUND MANAGEMENT LLC | 169465 | 50% | $2.08B | 161 | 2026-03-31 | → |
| 745 | DG PARTNERS LLP | 161177 | 50% | $1.87B | 37 | 2026-05-31 | → |
| 746 | DOMINUS CAPITAL MANAGEMENT, L.P. | 156885 | 50% | $1.67B | 14 | 2026-03-31 | → |
| 747 | DELTROIT ASSET MANAGEMENT (UK) LLP | 334286 | 50% | $1.66B | 25 | 2026-06-30 | → |
| 748 | LAB QUANTITATIVE STRATEGIES, LLC | 312409 | 50% | $1.57B | 23 | 2026-03-31 | → |
| 749 | METEORA CAPITAL, LLC | 313378 | 50% | $1.54B | 16 | 2026-03-31 | → |
| 750 | TOWN LANE MANAGEMENT LP | 328404 | 50% | $1.38B | 15 | 2026-03-31 | → |
| 751 | SEASIDE EQUITY PARTNERS, LLC | 307171 | 50% | $1.37B | 19 | 2026-03-31 | → |
| 752 | LORD ABBETT PRIVATE CREDIT ADVISOR LLC | 332701 | 50% | $1.28B | 821 | 2025-12-31 | → |
| 753 | CANAL ROAD CAPITAL, LLC | 327488 | 50% | $1.26B | 16 | 2026-03-31 | → |
| 754 | FLATIRON RR LLC, MANAGER SERIES | 314505 | 50% | $1.20B | 19 | 2026-03-31 | → |
| 755 | STONE POINT CREDIT INCOME ADVISER LLC | 332241 | 50% | $1.19B | 80 | 2026-03-31 | → |
| 756 | POLUS CAPITAL MANAGEMENT (US) INC. | 323283 | 50% | $1.18B | 18 | 2026-03-31 | → |
| 757 | QVR LLC | 288357 | 50% | $1.13B | 7 | 2026-03-31 | → |
| 758 | POWER SUSTAINABLE MANAGER US, INC. | 325145 | 50% | $1.07B | 31 | 2026-03-31 | → |
| 759 | COMVEST CREDIT MANAGERS, LLC | 322342 | 50% | $956.8M | 150 | 2026-03-31 | → |
| 760 | TRINITY FUND ADVISORS LLC | 310217 | 50% | $930.0M | 32 | 2026-03-31 | → |
| 761 | GLS CAPITAL, LLC | 298976 | 50% | $924.7M | 11 | 2026-03-31 | → |
| 762 | OHA PRIVATE CREDIT ADVISORS II, L.P. | 322289 | 50% | $805.2M | 435 | 2026-03-31 | → |
| 763 | DAVERN CAPITAL PARTNERS, LP | 323018 | 50% | $715.1M | 4 | 2026-03-31 | → |
| 764 | RED ARTS CAPITAL MANAGEMENT, LLC | 316396 | 50% | $619.5M | 15 | 2026-03-31 | → |
| 765 | CALLODINE CREDIT MANAGEMENT, LLC | 313165 | 50% | $603.0M | 11 | 2026-03-31 | → |
| 766 | GDA LUMA CAPITAL MANAGEMENT, LP | 314502 | 50% | $592.4M | 14 | 2026-03-31 | → |
| 767 | BIRNAM OAK ADVISORS, LP | 328180 | 50% | $577.0M | 7 | 2026-03-31 | → |
| 768 | GOODHART PARTNERS LLP | 281566 | 50% | $570.0M | 16 | 2026-06-30 | → |
| 769 | TERRAMONT INFRASTRUCTURE MANAGEMENT LLC | 317282 | 50% | $549.9M | 6 | 2026-03-31 | → |
| 770 | BOARDMAN BAY CAPITAL MANAGEMENT LLC | 164577 | 50% | $518.4M | 3 | 2026-03-31 | → |
| 771 | TAURUS PRIVATE MARKETS, LLC | 300786 | 50% | $508.7M | 9 | 2026-03-31 | → |
| 772 | AGELLUS CAPITAL, LLC | 330152 | 50% | $507.8M | 12 | 2026-03-31 | → |
| 773 | WESTERLY CAPITAL MANAGEMENT LLC | 140089 | 50% | $488.9M | 3 | 2026-03-31 | → |
| 774 | KERRISDALE ADVISERS, LLC | 160804 | 50% | $447.8M | 4 | 2026-03-31 | → |
| 775 | TIND ASSET MANAGEMENT AS | 334505 | 50% | $440.0M | 6 | 2026-03-31 | → |
| 776 | SQUARE WAVE CAPITAL LLC | 318517 | 50% | $428.8M | 4 | 2026-03-31 | → |
| 777 | REVERE ASSET MANAGEMENT, INC. | 152881 | 50% | $407.9M | 7 | 2026-02-28 | → |
| 778 | HCG FUND MANAGEMENT LP | 281615 | 50% | $347.3M | 11 | 2026-03-31 | → |
| 779 | RIVERSPAN PARTNERS LP | 320667 | 50% | $338.6M | 13 | 2026-03-31 | → |
| 780 | THE FUTURE FUND LLC | 313973 | 50% | $314.4M | 3 | 2026-03-31 | → |
| 781 | TRP CAPITAL ADVISORS VI, LLC | 329787 | 50% | $310.8M | 11 | 2026-03-31 | → |
| 782 | BILL OPP FIXED INCOME ADVISORY SERVICE, LLC | 150087 | 50% | $309.8M | 1 | 2026-01-31 | → |
| 783 | TSP INVESTMENT ADVISERS, L.L.C. | 333815 | 50% | $304.7M | 10 | 2026-03-31 | → |
| 784 | EDEN GLOBAL ADVISORS LLC | 317761 | 50% | $285.6M | 22 | 2026-03-31 | → |
| 785 | PROSSER CREEK ASSET MANAGEMENT LLC | 318883 | 50% | $266.7M | 1 | 2026-03-31 | → |
| 786 | WOVENEARTH VENTURES, LLC | 322556 | 50% | $259.7M | 10 | 2026-03-31 | → |
| 787 | TRITON FINANCIAL GROUP, INC | 309294 | 50% | $258.7M | 5 | 2026-03-31 | → |
| 788 | SHOREVEST PARTNERS, LTD. | 284681 | 50% | $244.0M | 27 | 2026-03-31 | → |
| 789 | CYGNUS CAPITAL ADVISERS, LLC | 323041 | 50% | $229.7M | 8 | 2026-04-30 | → |
| 790 | WALNUT GROVE CAPITAL PARTNERS, LP | 300721 | 50% | $226.3M | 6 | 2026-03-31 | → |
| 791 | MFG FAMILY OFFICE LLC | 324211 | 50% | $221.8M | 1 | 2026-03-31 | → |
| 792 | CALLAWAY CAPITAL MANAGEMENT, LLC | 285709 | 50% | $211.3M | 4 | 2026-03-31 | → |
| 793 | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC | 288030 | 50% | $193.5M | 5 | 2026-03-31 | → |
| 794 | TIMBER POINT CAPITAL MANAGEMENT LLC | 307366 | 50% | $188.3M | 4 | 2026-03-31 | → |
| 795 | BANCREEK CAPITAL ADVISORS, LLC | 328736 | 50% | $187.1M | 3 | 2026-03-31 | → |
| 796 | GLAXIS CAPITAL MANAGEMENT, LLC | 134227 | 50% | $160.8M | 5 | 2026-03-31 | → |
| 797 | MCT ENTERTAINMENT ADVISORS LLC | 328135 | 50% | $154.0M | 7 | 2026-03-31 | → |
| 798 | HEIGHTS POINT MANAGEMENT, LP | 313849 | 50% | $135.2M | 4 | 2026-03-31 | → |
| 799 | NK CAPITAL LLC | 318615 | 50% | $109.2M | 2 | 2026-03-31 | → |
| 800 | PRIVACORE CAPITAL ADVISORS, LLC | 330893 | 50% | $108.5M | 24 | 2026-02-28 | → |
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