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 | |
|---|---|---|---|---|---|---|---|
| 201 | INTENTIONAL WEALTH STRATEGIES | 327743 | 100% | $171.3M | 4 | 2026-03-31 | → |
| 202 | CYBER HORNET ETFS LLC | 305171 | 100% | $167.6M | 12 | 2026-03-31 | → |
| 203 | KISSLING FINANCIAL SERVICES, LLC | 299531 | 100% | $165.5M | 2 | 2026-03-31 | → |
| 204 | CAPITAL FINANCIAL, LLC | 122844 | 100% | $159.4M | 2 | 2026-03-31 | → |
| 205 | CORNERSTONE ALTERNATIVES LLC | 330043 | 100% | $159.4M | 6 | 2026-03-31 | → |
| 206 | APPLIED CAPITAL LLC | 128996 | 100% | $157.4M | 2 | 2026-01-31 | → |
| 207 | R.H. DINEL INVESTMENT COUNSEL,INC. | 106688 | 100% | $153.5M | 2 | 2026-03-31 | → |
| 208 | CAMPBELL ASSET MANAGEMENT, LLC | 125052 | 100% | $146.0M | 4 | 2026-03-31 | → |
| 209 | CLARITY INVESTMENTS + PLANNING LLC | 148888 | 100% | $141.5M | 2 | 2026-03-31 | → |
| 210 | ST. CLAIR FINANCIAL LLC | 151251 | 100% | $141.3M | 2 | 2026-02-28 | → |
| 211 | CLARITY RETIREMENT & WEALTH, LLC | 337718 | 100% | $139.5M | 2 | 2026-01-31 | → |
| 212 | ADVANTAGE INVESTING, INC. | 116059 | 100% | $138.9M | 2 | 2026-02-28 | → |
| 213 | STONE LOFT WEALTH MANAGEMENT LLC | 337410 | 100% | $138.6M | 2 | 2026-03-31 | → |
| 214 | LAYLINE ADVISORS, LLC | 285136 | 100% | $131.3M | 4 | 2026-01-31 | → |
| 215 | PREMIER PRIVATE WEALTH MANAGEMENT, LLC | 331860 | 100% | $126.3M | 4 | 2026-02-28 | → |
| 216 | IOWA WEALTH MANAGEMENT, LLC | 286435 | 100% | $123.9M | 4 | 2026-02-28 | → |
| 217 | EVERY SECURITIES LLC | 333167 | 100% | $122.7M | 4 | 2026-03-31 | → |
| 218 | STURMAN WEALTH ADVISORS, LLC | 331560 | 100% | $116.4M | 2 | 2026-02-28 | → |
| 219 | VELTRIA ADVISORS CORP. | 189514 | 100% | $113.2M | 6 | 2026-03-31 | → |
| 220 | STANDARD PARTNERS LLC | 167956 | 100% | $108.3M | 2 | 2026-03-31 | → |
| 221 | CHAMBERLAIN LANE CAPITAL, LLC | 340063 | 100% | $100.0M | 2 | 2026-05-31 | → |
| 222 | BERKSHIRE ADVISORS, INC. | 122389 | 100% | $97.1M | 2 | 2026-03-31 | → |
| 223 | IVESTA CORP | 337603 | 100% | $88.0M | 2 | 2026-05-31 | → |
| 224 | EMERY PARTNERS, LLC | 336787 | 100% | $78.4M | 4 | 2026-03-31 | → |
| 225 | GPS FINANCIAL, LLC | 290227 | 100% | $77.3M | 2 | 2026-03-31 | → |
| 226 | WEIGEL FIDUCIARY ASSET MANAGEMENT | 310903 | 100% | $76.1M | 2 | 2026-06-30 | → |
| 227 | KDM CAPITAL LLC | 285763 | 100% | $72.3M | 2 | 2025-08-31 | → |
| 228 | PECONIC ASSET PLANNING, INC. | 310121 | 100% | $64.6M | 2 | 2026-01-31 | → |
| 229 | EVEN HERD LLC | 329728 | 100% | $55.9M | 2 | 2026-03-31 | → |
| 230 | MODERN CAPITAL GROUP LLC | 173212 | 100% | $42.5M | 2 | 2025-07-31 | → |
| 231 | LUNIN-PACK PLANNING AND ADVICE, LLC | 334066 | 100% | $32.4M | 2 | 2026-03-31 | → |
| 232 | PROSPERA FUNDS, INC. | 331765 | 100% | $4.6M | 4 | 2026-03-31 | → |
| 233 | EL CASTILLO INVESTMENTS, LLC | 328068 | 100% | $1.8M | 2 | 2026-05-31 | → |
| 234 | ALAMOS CAPITAL, LLC | 332985 | 100% | $1.0M | 2 | 2026-03-31 | → |
| 235 | FUNDIFY ADVISORS LLC | 319004 | 100% | $888,512 | 6 | 2026-03-31 | → |
| 236 | WEALTHMEUP ADVISORS LLC | 335157 | 100% | $75,931 | 2 | 2026-04-30 | → |
| 237 | GEN INVEST LLC | 333196 | 100% | $40,000 | 4 | 2026-03-31 | → |
| 238 | WEALTHDOOR ASSET MANAGEMENT LLC | 336825 | 100% | $7,067 | 4 | 2026-03-31 | → |
| 239 | BRAINS INVESTMENTS, LLC | 304148 | 100% | $2 | 2 | 2026-03-31 | → |
| 240 | NEARSIDE ADVISORS, LLC | 341851 | 100% | $0 | 2 | 2026-05-31 | → |
| 241 | LAKPA LLC | 335352 | 100% | $0 | 2 | 2026-03-31 | → |
| 242 | DIVERSIFY WEALTH MANAGEMENT, LLC | 329878 | 97.9% | $4.11B | 95 | 2026-03-31 | → |
| 243 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 170602 | 97.8% | $1.86B | 91 | 2026-03-31 | → |
| 244 | AMERICAN INFRASTRUCTURE PARTNERS, LLC | 299402 | 90% | $1.70B | 19 | 2026-03-31 | → |
| 245 | MOUNTAIN POINT CREDIT MANAGEMENT LLC | 330615 | 90% | $1.22B | 19 | 2026-03-31 | → |
| 246 | STRATHMORE CAPITAL ADVISORS, INC. | 135008 | 88.9% | $805.0M | 17 | 2026-03-31 | → |
| 247 | MGO ONE SEVEN LLC | 283087 | 88.6% | $7.72B | 264 | 2026-04-30 | → |
| 248 | SAGARD HOLDINGS MANAGER (US) LLC | 322374 | 86.4% | $1.41B | 41 | 2026-03-31 | → |
| 249 | FITZWILLIAMS WEALTH MANAGEMENT INC. | 312192 | 85.7% | $123.5M | 13 | 2026-03-31 | → |
| 250 | CRUSONIA WEALTH ADVISORS LLC | 330057 | 81.8% | $1.18B | 20 | 2026-03-31 | → |
| 251 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | 80% | $4.20B | 9 | 2026-03-31 | → |
| 252 | FUTUREMONEY RIA, LLC | 329835 | 80% | $1.6M | 9 | 2026-03-31 | → |
| 253 | BAIN CAPITAL ASSET MANAGEMENT, LP | 183517 | 76.9% | $16.29B | 46 | 2026-03-31 | → |
| 254 | THE ASCENT GROUP, LLC | 314424 | 76% | $4.76B | 44 | 2026-03-31 | → |
| 255 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | 75.5% | $40.25B | 193 | 2026-04-30 | → |
| 256 | HOF CAPITAL MANAGEMENT, LLC | 287485 | 75% | $7.25B | 28 | 2026-03-31 | → |
| 257 | MMBG INVESTMENT ADVISORS CO. | 285263 | 75% | $2.98B | 14 | 2026-03-31 | → |
| 258 | FIDUCIARY FIRST, LLC | 150330 | 75% | $2.46B | 7 | 2026-03-31 | → |
| 259 | SHORECLIFF ASSET MANAGEMENT COMPANY LLC | 324111 | 75% | $1.41B | 14 | 2026-03-31 | → |
| 260 | CHEQUERS FINANCIAL MANAGEMENT LLC | 175209 | 75% | $1.31B | 21 | 2026-03-31 | → |
| 261 | SMH CAPITAL ADVISORS LLC | 108344 | 75% | $503.1M | 7 | 2026-03-31 | → |
| 262 | REVERE ASSET MANAGEMENT, INC. | 152881 | 75% | $407.9M | 7 | 2026-02-28 | → |
| 263 | FACT CAPITAL, L.P. | 307860 | 75% | $370.8M | 7 | 2026-03-31 | → |
| 264 | BLUE SKY CAPITAL CONSULTANTS GROUP, INC. | 329575 | 75% | $306.3M | 7 | 2026-02-28 | → |
| 265 | BROADVIEW WEALTH PARTNERS, LLC | 335028 | 75% | $304.7M | 7 | 2026-03-31 | → |
| 266 | PANDORA WEALTH, INC. | 331816 | 75% | $285.0M | 7 | 2026-03-31 | → |
| 267 | NEXXUS HOLDINGS ADVISORS LLC | 166884 | 75% | $246.2M | 7 | 2026-03-31 | → |
| 268 | RMR WEALTH MANAGEMENT | 152266 | 75% | $195.4M | 7 | 2026-03-31 | → |
| 269 | WALTON FINANCIAL | 331634 | 75% | $182.9M | 7 | 2026-06-30 | → |
| 270 | FAMILY LEGACY FINANCIAL SOLUTIONS, LLC | 314351 | 75% | $174.5M | 7 | 2026-03-31 | → |
| 271 | MONACHIL CAPITAL PARTNERS LP | 311376 | 75% | $71.7M | 14 | 2026-03-31 | → |
| 272 | PROSPERITAS FINANCIAL, LLC | 315768 | 73.7% | $812.5M | 33 | 2026-03-31 | → |
| 273 | ANDINA CAPITAL MANAGEMENT, LLC | 151762 | 72.2% | $1.26B | 31 | 2026-03-31 | → |
| 274 | POWER SUSTAINABLE MANAGER US, INC. | 325145 | 72.2% | $1.07B | 31 | 2026-03-31 | → |
| 275 | BC PARTNERS ADVISORS L.P. | 288495 | 71.4% | $6.69B | 120 | 2026-03-31 | → |
| 276 | KINTRA WEALTH, LLC | 299407 | 71.4% | $1.50B | 60 | 2026-06-30 | → |
| 277 | NORTHRIM ADVISER, LLC | 306796 | 71.4% | $556.0M | 12 | 2026-03-31 | → |
| 278 | ANCIENT MANAGEMENT LP | 324806 | 71.4% | $531.5M | 12 | 2026-03-31 | → |
| 279 | CAPZONE MANAGEMENT LLC | 330135 | 71.4% | $201.6M | 24 | 2026-03-31 | → |
| 280 | GUINNESS ATKINSON ASSET MANAGEMENT, INC. | 124465 | 70.8% | $344.4M | 41 | 2026-03-31 | → |
| 281 | 7RIDGE LIMITED | 315057 | 70% | $1.23B | 17 | 2026-05-31 | → |
| 282 | 1900 WEALTH MANAGEMENT LLC | 175346 | 69.2% | $3.07B | 22 | 2026-03-31 | → |
| 283 | FINANCIAL ADVISORS NETWORK, INC. | 152083 | 69.2% | $1.11B | 22 | 2026-03-31 | → |
| 284 | PARKWAY WEALTH MANAGEMENT GROUP, LLC | 333971 | 68.8% | $1.22B | 27 | 2026-03-31 | → |
| 285 | EVANSON FINANCIAL, LLC | 340506 | 66.7% | $5.85B | 10 | 2026-05-31 | → |
| 286 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | 332278 | 66.7% | $4.60B | 5 | 2026-03-31 | → |
| 287 | PROPRIUM CAPITAL PARTNERS, L.P. | 165441 | 66.7% | $3.36B | 35 | 2026-03-31 | → |
| 288 | COUNTERPOINT MUTUAL FUNDS, LLC | 172379 | 66.7% | $3.24B | 15 | 2026-03-31 | → |
| 289 | INFINITUM ASSET MANAGEMENT, LLC | 333552 | 66.7% | $1.14B | 5 | 2026-03-31 | → |
| 290 | FPL CAPITAL MANAGEMENT, LLC | 117499 | 66.7% | $1.08B | 5 | 2026-01-31 | → |
| 291 | ARTIA GLOBAL PARTNERS LP | 322091 | 66.7% | $778.9M | 5 | 2026-03-31 | → |
| 292 | JB INVESTMENTS MANAGEMENT, LLC | 309067 | 66.7% | $773.4M | 5 | 2026-03-31 | → |
| 293 | KKM FINANCIAL LLC | 165136 | 66.7% | $733.9M | 5 | 2026-03-31 | → |
| 294 | SAINTS CAPITAL SERVICES, LLC | 161723 | 66.7% | $659.3M | 5 | 2026-03-31 | → |
| 295 | INFINEDI PARTNERS, LP | 298191 | 66.7% | $577.3M | 5 | 2026-03-31 | → |
| 296 | PROVIDENCE FINANCIAL ADVISORS, LLC | 124839 | 66.7% | $428.1M | 5 | 2026-02-28 | → |
| 297 | LONG ANGLE MANAGEMENT, LLC | 330169 | 66.7% | $404.7M | 10 | 2026-03-31 | → |
| 298 | KETRON FINANCIAL LLC | 330807 | 66.7% | $384.0M | 5 | 2026-05-31 | → |
| 299 | FINANCIAL PLANNING HAWAII, INC. | 153930 | 66.7% | $382.4M | 5 | 2026-02-28 | → |
| 300 | STONEBRIDGE WEALTH SYSTEMS LLC | 327894 | 66.7% | $369.1M | 25 | 2026-03-31 | → |
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