Research Report · 2026-05-31
Fastest Growing Registered Investment Advisers by Headcount
SEC-registered investment advisers ranked by percentage growth in reported employee count between their latest and prior ADV Part 1 filings.
Firms
100
Total AUM
$11.38T
Median AUM
$292.2M
Latest Filing
2026-05-31
| Rank↕ | Firm Name | CRD↕ | Employee Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT, LLC | 338002 | 2,837.5% | $8.44T | 235 | 2026-05-31 | → |
| 2 | INLAND ADVISORY SERVICES, LLC | 338893 | 2,300% | $443.1M | 48 | 2026-05-31 | → |
| 3 | VANGUARD PORTFOLIO MANAGEMENT, LLC | 338003 | 1,400% | $2.66T | 105 | 2026-05-31 | → |
| 4 | ROBINHOOD VENTURES DE, LLC | 339165 | 1,288.9% | $655.3M | 125 | 2026-05-31 | → |
| 5 | PITCAIRN WEALTH ADVISORS LLC | 333260 | 1,140% | $5.87B | 62 | 2026-03-31 | → |
| 6 | UMB PRIVATE WEALTH MANAGEMENT, LLC | 306374 | 1,075% | $68.4M | 94 | 2026-05-31 | → |
| 7 | PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC | 165500 | 1,001.7% | $479.1M | 661 | 2026-03-31 | → |
| 8 | OSTERWEIS CAPITAL MANAGEMENT LLC | 109580 | 957.1% | $7.50B | 666 | 2026-03-31 | → |
| 9 | FINQ AI LLC | 326858 | 925% | $0 | 41 | 2026-02-28 | → |
| 10 | FIFTH THIRD SECURITIES, INC. | 628 | 903.2% | $10.92B | 13,533 | 2026-05-31 | → |
| 11 | DHM PARTNERS LLC | 339223 | 900% | $3.55B | 40 | 2026-03-31 | → |
| 12 | ALINEA INVEST, INC. | 311782 | 900% | $66.6M | 10 | 2026-03-31 | → |
| 13 | ALPHA ONE ASSET MANAGEMENT LLC | 338725 | 800% | $114.7M | 9 | 2025-10-31 | → |
| 14 | QUEEQUEG & MUNGER, LLC | 341573 | 800% | $0 | 9 | 2026-05-31 | → |
| 15 | HAVEN CAPITAL ADVISORS, LLC | 338419 | 650% | $5.4M | 15 | 2026-05-31 | → |
| 16 | TCG STRATEGIC INCOME ADVISOR LLC | 336718 | 625% | $5.1M | 29 | 2026-03-31 | → |
| 17 | ATYANT CAPITAL MANAGEMENT LIMITED | 165518 | 600% | $470.2M | 7 | 2026-01-31 | → |
| 18 | CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC | 337758 | 600% | $132.1M | 7 | 2026-03-31 | → |
| 19 | SIRENIA CAPITAL MANAGEMENT LP | 340192 | 550% | $4.26B | 13 | 2026-05-31 | → |
| 20 | ARX PRIVATE WEALTH | 338631 | 500% | $113.6M | 6 | 2026-02-28 | → |
| 21 | EKO INVESTMENTS INC. | 313296 | 500% | $74.9M | 12 | 2026-03-31 | → |
| 22 | ADVISORY SOLUTIONS GROUP, LLC | 339919 | 471.4% | $408.4M | 40 | 2026-05-31 | → |
| 23 | AFC MANAGEMENT, LLC | 311281 | 433.3% | $275.8M | 32 | 2026-03-31 | → |
| 24 | RICHARDSON WEALTH (USA) LIMITED | 166090 | 420% | $243.9M | 78 | 2026-03-31 | → |
| 25 | SAVA CAPITAL LLC | 335379 | 400% | $1.00B | 5 | 2026-03-31 | → |
| 26 | PROJECT LEVEL MANAGEMENT COMPANY, LLC | 335704 | 400% | $293.8M | 50 | 2026-04-30 | → |
| 27 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | 310334 | 400% | $254.6M | 5 | 2026-02-28 | → |
| 28 | KRF CAPITAL LLC | 328334 | 400% | $205.0M | 5 | 2026-03-31 | → |
| 29 | ST. COLUMBANUS AG | 169895 | 400% | $78.6M | 5 | 2026-03-31 | → |
| 30 | PARSONEX ADVISORY SERVICES, INC. | 160275 | 380% | $271.3M | 24 | 2026-03-31 | → |
| 31 | 1823 PARTNERS (US) LLC | 333927 | 372.7% | $18.53B | 52 | 2026-03-31 | → |
| 32 | INSTITUTE FOR WEALTH MANAGEMENT LLC | 127207 | 340% | $1.37B | 22 | 2026-03-31 | → |
| 33 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | 338274 | 333.3% | $3.21B | 52 | 2026-03-31 | → |
| 34 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | 300% | $122.05B | 60 | 2026-03-31 | → |
| 35 | PERTENTO ADVISORS LLC | 335545 | 300% | $4.77B | 4 | 2026-03-31 | → |
| 36 | KRYGER CAPITAL LLC | 318571 | 300% | $1.43B | 4 | 2026-02-28 | → |
| 37 | HENRY BRAGG & CO., LLC | 311388 | 300% | $468.7M | 4 | 2026-02-28 | → |
| 38 | SUNRISE MANAGER LLC | 330704 | 300% | $311.8M | 28 | 2026-03-31 | → |
| 39 | VRM PENZINI CAPITAL L.L.C. | 336315 | 300% | $269.2M | 4 | 2026-03-31 | → |
| 40 | FAIRVIEW ASSET MANAGEMENT LLC | 322976 | 300% | $256.0M | 4 | 2026-03-31 | → |
| 41 | PALACIOS WEALTH MANAGEMENT, LLC | 327660 | 300% | $234.3M | 4 | 2026-02-28 | → |
| 42 | MCCULLEY FINANCIAL GROUP, LLC | 154891 | 300% | $188.7M | 4 | 2026-04-30 | → |
| 43 | ERISA ADVISERS, INC. | 170487 | 300% | $187.1M | 4 | 2026-03-31 | → |
| 44 | OAKLAWN CAPITAL MANAGEMENT LLC | 339373 | 300% | $153.0M | 4 | 2026-02-28 | → |
| 45 | SERVANT FINANCIAL, LTD. | 135183 | 300% | $143.6M | 4 | 2026-03-31 | → |
| 46 | DACHTLER WEALTH ADVISORS, LLC | 335863 | 300% | $120.4M | 4 | 2026-03-31 | → |
| 47 | SOCIALTRADER.AI INC. | 326985 | 300% | $73,145 | 4 | 2026-03-31 | → |
| 48 | GOLDSTONE FINANCIAL GROUP, LLC | 222520 | 290.9% | $1.05B | 43 | 2026-03-31 | → |
| 49 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 286005 | 281.8% | $722.8M | 42 | 2026-03-31 | → |
| 50 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | 253.3% | $60.91B | 53 | 2026-03-31 | → |
| 51 | FARTHER ASSET MANAGEMENT, LLC | 325807 | 250% | $2.91B | 7 | 2026-03-31 | → |
| 52 | KINTRA WEALTH, LLC | 299407 | 250% | $1.50B | 35 | 2026-04-30 | → |
| 53 | AUREON PARTNERS LLC | 338348 | 250% | $481.0M | 7 | 2026-03-31 | → |
| 54 | WILLIS ASSET FINANCE MANAGEMENT LLC | 337254 | 240% | $349.0M | 17 | 2026-03-31 | → |
| 55 | EMERALD INVESTMENT ADVISERS, LLC | 338769 | 200% | $2.26B | 12 | 2026-01-31 | → |
| 56 | RANDOLPH CO INC | 104868 | 200% | $1.08B | 6 | 2026-03-31 | → |
| 57 | VOLOFIN CAPITAL MANAGEMENT (US) LLC | 309922 | 200% | $1.01B | 9 | 2026-03-31 | → |
| 58 | ONEASCENT INVESTMENT SOLUTIONS, LLC | 285512 | 200% | $987.2M | 27 | 2026-03-31 | → |
| 59 | NEXUS338, LLC | 315250 | 200% | $407.8M | 3 | 2026-02-28 | → |
| 60 | WASHINGTON PARK CAPITAL MANAGEMENT, LLC | 338939 | 200% | $359.5M | 3 | 2026-03-31 | → |
| 61 | AUGMENT ADVISORS, LLC | 335130 | 200% | $342.6M | 3 | 2026-04-30 | → |
| 62 | M4A3 LLC | 336172 | 200% | $322.0M | 6 | 2026-03-31 | → |
| 63 | RANSOM ADVISORY, LTD | 318747 | 200% | $317.9M | 3 | 2026-02-28 | → |
| 64 | ALTURA WEALTH ADVISORS INC. | 309501 | 200% | $250.1M | 12 | 2026-03-31 | → |
| 65 | SUMMIT WEALTH MANAGEMENT GROUP, INC. | 170029 | 200% | $249.5M | 6 | 2026-04-30 | → |
| 66 | HOOVER PRIVATE WEALTH, LLC | 336484 | 200% | $171.3M | 6 | 2026-03-31 | → |
| 67 | PAYNE CAPITAL LLC | 329458 | 200% | $170.9M | 3 | 2026-02-28 | → |
| 68 | BLANCHE PARK CAPITAL LLC | 338172 | 200% | $167.3M | 3 | 2026-03-31 | → |
| 69 | PHOENICIAN CAPITAL LLC | 286033 | 200% | $158.8M | 6 | 2026-03-31 | → |
| 70 | MILLER FINANCIAL SERVICES, INC. | 339220 | 200% | $127.0M | 3 | 2026-03-31 | → |
| 71 | INTEGRATIVE PLANNING, INC. | 336307 | 200% | $101.4M | 6 | 2026-03-31 | → |
| 72 | HERITAGE STRATEGIC WEALTH, LLC | 338025 | 200% | $45.7M | 3 | 2026-03-31 | → |
| 73 | FRANKLIN PARKER FINANCIAL, LLC | 311908 | 200% | $43.0M | 3 | 2026-03-31 | → |
| 74 | EMPOWER PRIVATE WEALTH | 331529 | 200% | $34.5M | 3 | 2026-02-28 | → |
| 75 | HARMONIC CAPITAL, LLC | 335516 | 200% | $13.4M | 6 | 2026-03-31 | → |
| 76 | 1787FP INVESTMENT SERVICES, LLC | 328273 | 200% | $9.1M | 3 | 2026-03-31 | → |
| 77 | BORABOND, LLC | 336456 | 200% | $83,085 | 3 | 2026-01-31 | → |
| 78 | GREG JENNINGS, LLC | 341031 | 200% | $0 | 3 | 2026-05-31 | → |
| 79 | OSAIC INSTITUTIONS, INC. | 35371 | 191.9% | $6.49B | 1,839 | 2026-05-31 | → |
| 80 | HOWARD BAILEY SECURITIES, LLC | 282712 | 187.5% | $582.8M | 46 | 2026-03-31 | → |
| 81 | SAVVY ADVISORS, INC. | 318493 | 183.3% | $5.00B | 170 | 2026-03-31 | → |
| 82 | STACKWELL CAPITAL ADVISERS, LLC | 316298 | 183.3% | $2.3M | 17 | 2026-03-31 | → |
| 83 | JAFFA CAPITAL MANAGEMENT LLC | 325411 | 180% | $597.2M | 14 | 2026-03-31 | → |
| 84 | SPEYSIDE EQUITY ADVISERS LLC | 325765 | 175% | $811.4M | 11 | 2026-03-31 | → |
| 85 | STONEBRIAR WEALTH, LLC | 327618 | 175% | $139.0M | 11 | 2026-04-30 | → |
| 86 | MEZZASALMA ADVISORS, LLC | 129045 | 166.7% | $534.4M | 8 | 2026-03-31 | → |
| 87 | EMBLEM GROUP, L.P. | 329533 | 166.7% | $419.4M | 16 | 2026-03-31 | → |
| 88 | LOCKSHIELD PARTNERS, INC. | 175433 | 166.7% | $290.6M | 8 | 2026-03-31 | → |
| 89 | STRATEGIC ADVISORY PARTNERS, LLC | 314842 | 166.7% | $191.4M | 8 | 2026-03-31 | → |
| 90 | DIGITAL WEALTH PARTNERS LLC | 328627 | 160% | $555.1M | 26 | 2026-03-31 | → |
| 91 | SECURE INVESTMENT MANAGEMENT, LLC | 141195 | 158.3% | $42.9M | 31 | 2026-04-30 | → |
| 92 | SANTA BARBARA MGMT, LLC | 334801 | 157.1% | $530.2M | 18 | 2026-03-31 | → |
| 93 | SENDER COMPANY & PARTNERS, INC. | 282319 | 157.1% | $264.8M | 18 | 2026-03-31 | → |
| 94 | PARK PLACE CAPITAL CORPORATION | 107952 | 150% | $879.2M | 20 | 2026-03-31 | → |
| 95 | OWL CREEK WEALTH PARTNERS LLC | 331850 | 150% | $602.3M | 5 | 2026-03-31 | → |
| 96 | DONATO WEALTH MANAGEMENT, PLLC | 305031 | 150% | $349.3M | 5 | 2026-03-31 | → |
| 97 | HOLOS INTEGRATED WEALTH, LLC | 329884 | 150% | $233.1M | 5 | 2026-02-28 | → |
| 98 | INMAN JAGER WEALTH MANAGEMENT, LLC | 329603 | 150% | $225.0M | 5 | 2026-02-28 | → |
| 99 | OAKMONT INVESTMENT ADVISORS, INC. | 111095 | 150% | $192.2M | 5 | 2026-03-31 | → |
| 100 | GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC | 339528 | 150% | $155.4M | 10 | 2026-04-30 | → |
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