Research Report · 2026-06-30
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
1,000
Total AUM
$14.77T
Median AUM
$329.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Employee Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC | 339528 | 150% | $155.4M | 10 | 2026-04-30 | → |
| 102 | CASCADE FINANCIAL STRATEGIES, LLC | 166610 | 150% | $150.9M | 5 | 2026-03-31 | → |
| 103 | WAGNER WEALTH MANAGEMENT, CORP. | 324196 | 150% | $148.7M | 5 | 2026-03-31 | → |
| 104 | IGW ADVISORY INVESTMENT MANAGEMENT LLC | 333479 | 150% | $145.1M | 5 | 2026-04-30 | → |
| 105 | LUMIDA WEALTH MANAGEMENT LLC | 323410 | 150% | $132.8M | 10 | 2026-03-31 | → |
| 106 | WALLICK INVESTMENTS, LLC | 162976 | 150% | $126.5M | 5 | 2026-02-28 | → |
| 107 | RITHM CAPITAL ADVISORS LLC | 334244 | 143.3% | $825.7M | 73 | 2026-03-31 | → |
| 108 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC | 298774 | 140% | $889.3M | 12 | 2026-02-28 | → |
| 109 | FINANCIAL PLANS & STRATEGIES, INC. | 123793 | 140% | $610.6M | 12 | 2026-03-31 | → |
| 110 | SEASIDE WEALTH MANAGEMENT, INC. | 271039 | 140% | $459.3M | 12 | 2026-02-28 | → |
| 111 | PLEASANT LAKE PARTNERS LLC | 304281 | 137.5% | $2.06B | 19 | 2026-03-31 | → |
| 112 | RCM GA MANAGER LLC | 331637 | 136.7% | $1.31B | 71 | 2026-03-31 | → |
| 113 | WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | 206518 | 136.4% | $344.1M | 26 | 2026-03-31 | → |
| 114 | ACTIV8 FAMILY OFFICE LLC | 337753 | 133.3% | $1.54B | 21 | 2026-03-31 | → |
| 115 | ODEON CAPITAL ADVISORS LLC | 307619 | 133.3% | $967.5M | 14 | 2026-03-31 | → |
| 116 | KTF INVESTMENTS, LLC | 337465 | 133.3% | $700.2M | 7 | 2026-03-31 | → |
| 117 | H. L. ORMOND & COMPANY, LLC | 313593 | 133.3% | $401.4M | 7 | 2026-05-31 | → |
| 118 | INSIGHT STRATEGIC WEALTH LLC | 147290 | 133.3% | $401.0M | 7 | 2026-03-31 | → |
| 119 | VINCI PARTNERS USA LLC | 162399 | 133.3% | $327.0M | 14 | 2026-03-31 | → |
| 120 | 17 CAPITAL PARTNERS, LLC | 283013 | 133.3% | $246.4M | 7 | 2026-03-31 | → |
| 121 | A.O. WEALTH ADVISORY,LLC | 288301 | 133.3% | $213.2M | 7 | 2026-02-28 | → |
| 122 | 15 EQUITY, LLC | 310628 | 133.3% | $135.9M | 7 | 2026-03-31 | → |
| 123 | KRANE CAPITAL MANAGEMENT, LLC | 329110 | 127.3% | $48.4M | 50 | 2026-03-31 | → |
| 124 | CORPS CAPITAL ADVISORS, LLC | 304643 | 125% | $270.3M | 9 | 2026-03-31 | → |
| 125 | CAPTIAL ADVISOR NETWORK | 297578 | 125% | $124.5M | 18 | 2026-03-31 | → |
| 126 | TIDAL INVESTMENTS LLC | 164201 | 120.2% | $45.83B | 207 | 2026-03-31 | → |
| 127 | HERITAGE OAK WEALTH ADVISORS LLC | 323925 | 120% | $347.4M | 11 | 2026-02-28 | → |
| 128 | MAS ADVISORS LLC | 165906 | 116.7% | $2.56B | 13 | 2026-03-31 | → |
| 129 | BLUESPRING WEALTH MANAGEMENT, LLC | 152667 | 115.8% | $4.02B | 41 | 2026-06-30 | → |
| 130 | AUTOPILOT ADVISERS, LLC | 331749 | 114.3% | $892.4M | 15 | 2026-03-31 | → |
| 131 | ALPHA ZERO LLC | 319050 | 112.5% | $269.8M | 17 | 2026-05-31 | → |
| 132 | TOWNSQUARE CAPITAL, LLC | 288576 | 112% | $18.07B | 53 | 2026-03-31 | → |
| 133 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | 109.5% | $5.83B | 44 | 2026-03-31 | → |
| 134 | FARTHER FINANCE ADVISORS, LLC | 302050 | 107.6% | $16.01B | 571 | 2026-03-31 | → |
| 135 | INTERCAROLINA FINANCIAL SERVICES, INC. | 19475 | 107.1% | $85.4M | 29 | 2026-04-30 | → |
| 136 | CONSTELLATION INVESTMENTS, INC. | 107528 | 104.5% | $31.48B | 45 | 2026-03-31 | → |
| 137 | PROSPECT CREDIT REIT ADVISOR, LLC | 331345 | 103.4% | $42.6M | 59 | 2026-03-31 | → |
| 138 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | 334551 | 100% | $33.57B | 8 | 2026-03-31 | → |
| 139 | NIOBRARA CAPITAL PARTNERS LP | 332070 | 100% | $17.07B | 12 | 2026-03-31 | → |
| 140 | SYMMETRY INVESTMENTS US LLC | 317755 | 100% | $16.83B | 10 | 2026-03-31 | → |
| 141 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | 100% | $4.26B | 44 | 2026-03-31 | → |
| 142 | FINANCIAL INTEGRITY ADVISORS, LLC | 130458 | 100% | $3.96B | 2 | 2026-03-31 | → |
| 143 | NORRIS PERNE & FRENCH LLP | 104683 | 100% | $2.69B | 18 | 2026-03-31 | → |
| 144 | RATSON ADVISORY LLC | 330091 | 100% | $2.39B | 2 | 2026-02-28 | → |
| 145 | MISSION PRIME LLC | 318328 | 100% | $2.35B | 2 | 2026-06-30 | → |
| 146 | NEXPOINT REAL ESTATE ADVISORS VII, L.P. | 305956 | 100% | $1.93B | 2 | 2026-03-31 | → |
| 147 | RBB TREASURY LLC | 314581 | 100% | $1.89B | 4 | 2026-03-31 | → |
| 148 | PAINSWICK CAPITAL MANAGEMENT LP | 333644 | 100% | $1.59B | 6 | 2026-03-31 | → |
| 149 | THREE SEASONS WEALTH | 326517 | 100% | $1.23B | 14 | 2026-03-31 | → |
| 150 | SCP INVESTMENT, LP | 283397 | 100% | $1.18B | 4 | 2026-03-31 | → |
| 151 | NEXPOINT REAL ESTATE ADVISORS X, L.P. | 317203 | 100% | $1.10B | 2 | 2026-03-31 | → |
| 152 | VISTASHARES ADVISORS LLC | 331812 | 100% | $984.0M | 6 | 2026-03-31 | → |
| 153 | IMPACT RETIREMENT ADVISORS, LLC | 330475 | 100% | $827.7M | 4 | 2026-03-31 | → |
| 154 | SINGER WEALTH ADVISORS LLC | 317218 | 100% | $782.4M | 40 | 2026-02-28 | → |
| 155 | PRECEDENT WEALTH PARTNERS, LLC | 325203 | 100% | $685.0M | 12 | 2026-03-31 | → |
| 156 | PARALLAXES CAPITAL MANAGEMENT, LLC | 291657 | 100% | $620.8M | 4 | 2026-03-31 | → |
| 157 | WHEELER RETIREMENT PLANS LLC | 327889 | 100% | $618.1M | 2 | 2026-01-31 | → |
| 158 | SARDIS GROUP, LLC | 333854 | 100% | $531.2M | 6 | 2026-03-31 | → |
| 159 | INFANGER INVESTMENT TECHNOLOGY, LLC | 112328 | 100% | $494.9M | 2 | 2026-03-31 | → |
| 160 | HFM INVESTMENT ADVISORS, INC. | 115799 | 100% | $493.1M | 2 | 2026-05-31 | → |
| 161 | MILITIA INVESTMENTS, LLC | 331788 | 100% | $483.6M | 4 | 2026-03-31 | → |
| 162 | SANDS CAPITAL HORIZONS, LLC | 335568 | 100% | $466.9M | 4 | 2026-03-31 | → |
| 163 | GREENLEA LANE CAPITAL MANAGEMENT LLC | 162012 | 100% | $461.9M | 2 | 2026-03-31 | → |
| 164 | ESSENTIAL PARTNERS LLC | 315959 | 100% | $401.1M | 2 | 2026-03-31 | → |
| 165 | SANDEEP VARMA WEALTH STRATEGIES, LLC | 137705 | 100% | $383.6M | 6 | 2026-02-28 | → |
| 166 | CALLAHAN WEALTH ADVISORY, LLC | 316124 | 100% | $372.2M | 4 | 2026-03-31 | → |
| 167 | ASILIA CREDIT INVESTMENTS, LLC | 334981 | 100% | $365.9M | 4 | 2026-03-31 | → |
| 168 | ROGER WITTLIN INVESTMENT ADVISORY, LLC | 292577 | 100% | $348.5M | 4 | 2026-03-31 | → |
| 169 | BOOSTER ASSET MANAGEMENT, LLC | 330362 | 100% | $346.1M | 2 | 2026-02-28 | → |
| 170 | CHRONOMETER PARTNERS LP | 339929 | 100% | $308.4M | 10 | 2026-05-31 | → |
| 171 | AQUA ADVISORS LLC | 285399 | 100% | $298.8M | 2 | 2026-03-31 | → |
| 172 | AUSTIN MONEY MANAGEMENT CORPORATION | 302038 | 100% | $296.1M | 2 | 2026-05-31 | → |
| 173 | INFUSIVE ASSET MANAGEMENT INC. | 285765 | 100% | $295.9M | 10 | 2026-03-31 | → |
| 174 | JMN FINANCIAL, LLC | 316673 | 100% | $291.8M | 2 | 2026-03-31 | → |
| 175 | MISSION HILLS FINANCIAL ADVISORY LLC | 328516 | 100% | $274.1M | 6 | 2026-03-31 | → |
| 176 | WALLACE ADVISORY GROUP, LLC | 281049 | 100% | $269.5M | 4 | 2026-01-31 | → |
| 177 | ATLAS FIDUCIARY SERVICES, INC. | 321271 | 100% | $269.3M | 6 | 2026-02-28 | → |
| 178 | WAVVEST WEALTH LLC | 332096 | 100% | $268.5M | 4 | 2026-05-31 | → |
| 179 | BPM WEALTH ADVISORS, LLC | 325909 | 100% | $268.3M | 6 | 2026-01-31 | → |
| 180 | WOODSIDE WEALTH MANAGEMENT LLC | 175118 | 100% | $266.6M | 4 | 2026-03-31 | → |
| 181 | JC CAPITAL ADVISORS GROUP LLC | 339298 | 100% | $263.0M | 2 | 2026-06-30 | → |
| 182 | BRUCKE FINANCIAL, INC. | 291307 | 100% | $262.4M | 6 | 2026-03-31 | → |
| 183 | ISHARA INVESTMENTS LP | 331869 | 100% | $259.1M | 6 | 2026-03-31 | → |
| 184 | DFN MANAGEMENT LLC. | 285057 | 100% | $241.4M | 6 | 2026-03-31 | → |
| 185 | SECTOR ANALYSTS LLC | 169789 | 100% | $238.2M | 4 | 2026-03-31 | → |
| 186 | LEGACY PLANNING ADVISORS, LLC | 121289 | 100% | $234.0M | 8 | 2026-02-28 | → |
| 187 | GUIDEDMONEY, LLC | 310559 | 100% | $232.6M | 2 | 2026-03-31 | → |
| 188 | MANUKA FINANCIAL, LLC | 313528 | 100% | $218.1M | 2 | 2026-02-28 | → |
| 189 | GUERRA PAN ADVISORS, LLC | 313489 | 100% | $210.4M | 2 | 2026-02-28 | → |
| 190 | MANHATTAN GLOBAL ASSET MANAGEMENT LLC | 334452 | 100% | $205.5M | 2 | 2026-03-31 | → |
| 191 | FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC | 168390 | 100% | $194.9M | 4 | 2026-03-31 | → |
| 192 | INTEGRITY WEALTH PARTNERS, LLC | 167314 | 100% | $193.9M | 4 | 2026-03-31 | → |
| 193 | GRANITE FINANCIAL GROUP, LLC | 168675 | 100% | $186.2M | 2 | 2026-02-28 | → |
| 194 | TOTAL WEALTH SERVICES, LLC | 331833 | 100% | $186.1M | 6 | 2026-03-31 | → |
| 195 | TORREY-PAYNE WEALTH MANAGEMENT, LLC | 336703 | 100% | $184.8M | 2 | 2026-03-31 | → |
| 196 | MRD, INC. | 111227 | 100% | $181.7M | 2 | 2026-02-28 | → |
| 197 | MAROON PASS ADVISORS LP | 323742 | 100% | $178.6M | 2 | 2026-01-31 | → |
| 198 | ROUTEBURN CAPITAL LP | 338912 | 100% | $175.8M | 2 | 2026-03-31 | → |
| 199 | TILDEN LOUCKS & WOODNORTH LLC | 106713 | 100% | $173.3M | 4 | 2026-03-31 | → |
| 200 | SCOTTSDALE WEALTH PLANNING, INC. | 169248 | 100% | $171.5M | 2 | 2026-03-31 | → |
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