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 | |
|---|---|---|---|---|---|---|---|
| 401 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | 50% | $49.85B | 33 | 2026-03-31 | → |
| 402 | GRANITESHARES ADVISORS LLC | 287806 | 50% | $9.19B | 6 | 2026-01-31 | → |
| 403 | STEELPEAK WEALTH, LLC | 165168 | 50% | $4.15B | 84 | 2026-03-31 | → |
| 404 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | 50% | $3.24B | 36 | 2026-03-31 | → |
| 405 | CARDIFF PARK ADVISORS,LLC | 126752 | 50% | $2.96B | 6 | 2026-03-31 | → |
| 406 | INVICTUS PRIVATE WEALTH, LLC | 317727 | 50% | $1.71B | 6 | 2026-03-31 | → |
| 407 | IRONSIDES ASSET ADVISORS, LLC | 161683 | 50% | $1.42B | 3 | 2026-02-28 | → |
| 408 | SCHRODER WEALTH MANAGEMENT (US) LIMITED | 289151 | 50% | $1.40B | 9 | 2026-04-30 | → |
| 409 | CYPRESS WEALTH SERVICES, LLC | 288992 | 50% | $1.34B | 21 | 2026-02-28 | → |
| 410 | CHADDS FORD WEALTH PARTNERS, LLC | 304159 | 50% | $1.33B | 3 | 2026-03-31 | → |
| 411 | SNAPDRAGON CAPITAL PARTNERS LLC | 297989 | 50% | $1.22B | 3 | 2026-03-31 | → |
| 412 | MODERN PORTFOLIO CONSULTANTS, LLC | 120846 | 50% | $1.20B | 3 | 2026-03-31 | → |
| 413 | SYMBIOTIC CAPITAL MANAGEMENT CO. LLC | 325844 | 50% | $1.13B | 9 | 2026-03-31 | → |
| 414 | DGS CAPITAL MANAGEMENT, LLC | 281938 | 50% | $1.05B | 12 | 2026-03-31 | → |
| 415 | VERITA STRATEGIC WEALTH PARTNERS, LLC | 335215 | 50% | $1.01B | 9 | 2026-03-31 | → |
| 416 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | 168346 | 50% | $906.2M | 6 | 2026-03-31 | → |
| 417 | THOMAS J. HERZFELD ADVISORS, INC. | 108369 | 50% | $890.4M | 15 | 2026-03-31 | → |
| 418 | HPE CAPITAL MANAGEMENT II, LLC | 283607 | 50% | $840.5M | 6 | 2026-05-31 | → |
| 419 | MADDEN SECURITIES CORPORATION | 18389 | 50% | $826.0M | 3 | 2026-06-30 | → |
| 420 | KENNERMAN ASSOCIATE INC | 105696 | 50% | $825.5M | 6 | 2026-02-28 | → |
| 421 | BEAU VENTURES, LLC | 336355 | 50% | $792.7M | 3 | 2026-03-31 | → |
| 422 | STRONG TOWER ADVISORY SERVICES LLC | 315106 | 50% | $759.2M | 9 | 2026-02-28 | → |
| 423 | CURRAN FINANCIAL PARTNERS, LLC | 281943 | 50% | $749.4M | 30 | 2026-03-31 | → |
| 424 | LAFISE GLOBAL ADVISORS LLC | 331244 | 50% | $699.0M | 3 | 2026-03-31 | → |
| 425 | MAYPORT, LLC | 288215 | 50% | $694.9M | 3 | 2026-03-31 | → |
| 426 | GOODLANDER INVESTMENT MANAGEMENT, LLC | 317830 | 50% | $660.5M | 6 | 2026-03-31 | → |
| 427 | EQ WEALTH ADVISORS, LLC | 322294 | 50% | $617.0M | 6 | 2026-03-31 | → |
| 428 | BR CAPITAL ADVISORS LLC | 310003 | 50% | $568.4M | 6 | 2026-03-31 | → |
| 429 | PRAIRIE ADVISORY, LLC | 339211 | 50% | $554.3M | 12 | 2026-06-30 | → |
| 430 | CABLE CAR CAPITAL, LP | 169234 | 50% | $548.3M | 3 | 2026-03-31 | → |
| 431 | BROWN WEALTH MANAGEMENT, LLC | 324695 | 50% | $530.8M | 12 | 2026-03-31 | → |
| 432 | S.A. MASON, LLC | 151440 | 50% | $528.7M | 3 | 2026-03-31 | → |
| 433 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | 288129 | 50% | $524.1M | 3 | 2026-03-31 | → |
| 434 | ZURAW FINANCIAL ADVISORS, LLC | 173129 | 50% | $519.9M | 3 | 2026-02-28 | → |
| 435 | SELLARONDA GLOBAL MANAGEMENT LP | 325400 | 50% | $493.1M | 6 | 2026-03-31 | → |
| 436 | TRUEBLOOD WEALTH MANAGEMENT, LLC | 321659 | 50% | $474.1M | 3 | 2026-03-31 | → |
| 437 | EAGLE CAPITAL MANAGEMENT, LLC | 110177 | 50% | $455.2M | 3 | 2026-02-28 | → |
| 438 | HARDIN CAPITAL PARTNERS, LLC | 153023 | 50% | $447.8M | 3 | 2026-02-28 | → |
| 439 | BEATON MANAGEMENT CO INC | 104728 | 50% | $445.7M | 3 | 2026-03-31 | → |
| 440 | EVEREST PRIVATE WEALTH | 142945 | 50% | $410.8M | 3 | 2026-03-31 | → |
| 441 | BLUE SQUARE ASSET MANAGEMENT, LLC | 296802 | 50% | $410.3M | 9 | 2026-03-31 | → |
| 442 | SUNBEAM CAPITAL MANAGEMENT, LLC | 289723 | 50% | $410.2M | 3 | 2026-03-31 | → |
| 443 | TAYLOR FINANCIAL GROUP, INC. | 116744 | 50% | $410.0M | 6 | 2026-02-28 | → |
| 444 | CODE WAECHTER LLC | 289372 | 50% | $409.0M | 9 | 2026-01-31 | → |
| 445 | THREADGILL FINANCIAL, LLC | 174865 | 50% | $399.4M | 3 | 2026-03-31 | → |
| 446 | JJP CAPITAL MANAGEMENT, INC. | 105374 | 50% | $389.9M | 3 | 2026-03-31 | → |
| 447 | HILTON HEAD FINANCIAL ADVISORS, INC. | 140249 | 50% | $375.1M | 3 | 2026-03-31 | → |
| 448 | AMERICAN ALPHA ADVISORS, LLC | 291796 | 50% | $362.8M | 3 | 2026-03-31 | → |
| 449 | FORTRESS PLANNING GROUP, LLC | 157900 | 50% | $345.3M | 6 | 2026-03-31 | → |
| 450 | PETROS FAMILY WEALTH, LLC | 324059 | 50% | $341.6M | 9 | 2026-02-28 | → |
| 451 | SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 288663 | 50% | $339.0M | 12 | 2026-03-31 | → |
| 452 | NAVIGATE FINANCIAL LLC | 325945 | 50% | $337.9M | 3 | 2026-01-31 | → |
| 453 | WEALTHHARBOR CAPITAL GROUP, LLC | 118614 | 50% | $334.7M | 9 | 2026-03-31 | → |
| 454 | BBJS FINANCIAL ADVISORS, LLC | 115969 | 50% | $331.5M | 3 | 2026-03-31 | → |
| 455 | BENCHMARK INVESTMENT ADVISORS LLC | 159705 | 50% | $329.2M | 6 | 2026-03-31 | → |
| 456 | BASE WEALTH MANAGEMENT LLC | 321991 | 50% | $326.3M | 15 | 2026-03-31 | → |
| 457 | LIVET WEALTH, LLC | 337826 | 50% | $322.2M | 3 | 2026-04-30 | → |
| 458 | WEALTH PRO ADVISORS, INC. | 169266 | 50% | $317.5M | 6 | 2026-03-31 | → |
| 459 | OPTIMIST VENTURES LLC | 337808 | 50% | $311.3M | 3 | 2026-05-31 | → |
| 460 | COLBERT INVESTMENT MANAGEMENT CO | 108642 | 50% | $295.8M | 3 | 2026-03-31 | → |
| 461 | UNION HERITAGE CAPITAL | 309768 | 50% | $295.2M | 3 | 2026-03-31 | → |
| 462 | SEMPOLINSKI, WILLIAM JOHN | 338120 | 50% | $292.0M | 3 | 2026-01-31 | → |
| 463 | INNOVA WEALTH PARTNERS, LLC | 168500 | 50% | $288.2M | 6 | 2026-02-28 | → |
| 464 | SUCCESSFUL PORTFOLIOS LLC | 152429 | 50% | $281.5M | 3 | 2026-03-31 | → |
| 465 | ROCKINGSTONE ADVISORS LLC | 149592 | 50% | $280.1M | 3 | 2026-03-31 | → |
| 466 | FATHOM POINT CAPITAL LLC | 339729 | 50% | $280.0M | 3 | 2026-05-31 | → |
| 467 | CHALLENGER WEALTH MANAGEMENT | 121498 | 50% | $275.5M | 3 | 2026-03-31 | → |
| 468 | TRUE VISION MN LLC | 322783 | 50% | $271.7M | 9 | 2026-02-28 | → |
| 469 | MATRIARCH WEALTH MANAGEMENT, LLC | 327099 | 50% | $267.3M | 3 | 2026-02-28 | → |
| 470 | C.W. O'CONNER WEALTH ADVISORS, INC. | 125646 | 50% | $264.6M | 3 | 2026-02-28 | → |
| 471 | DOGWOOD WEALTH MANAGEMENT, LLC | 317580 | 50% | $257.2M | 6 | 2026-03-31 | → |
| 472 | BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC | 296931 | 50% | $252.0M | 3 | 2026-02-28 | → |
| 473 | WINDLE WEALTH, LLC | 285653 | 50% | $251.0M | 3 | 2026-03-31 | → |
| 474 | MAVEN EQUITY PARTNERS, LLC | 304461 | 50% | $250.3M | 3 | 2026-03-31 | → |
| 475 | 3B CAPITAL MANAGEMENT, LP | 300098 | 50% | $245.9M | 3 | 2026-03-31 | → |
| 476 | STEGENT EQUITY ADVISORS INC. | 114518 | 50% | $243.7M | 3 | 2026-02-28 | → |
| 477 | MATTHIAS PRIVATE WEALTH, LLC | 289761 | 50% | $242.8M | 12 | 2026-03-31 | → |
| 478 | CLADIS INVESTMENT ADVISORY LLC | 153873 | 50% | $242.6M | 3 | 2026-03-31 | → |
| 479 | THE KIECKHEFER GROUP LLC | 331128 | 50% | $240.8M | 3 | 2026-01-31 | → |
| 480 | NORTH AMERICAN WEALTH ADVISORS INC. | 297057 | 50% | $237.3M | 3 | 2026-03-31 | → |
| 481 | ASPIREAN WEALTH, LLC | 173138 | 50% | $233.2M | 6 | 2026-01-31 | → |
| 482 | PIEDMONT CAPITAL MANAGEMENT, LLC | 165775 | 50% | $231.8M | 3 | 2026-03-31 | → |
| 483 | REFLECTION ASSET MANAGEMENT, LLC | 306663 | 50% | $228.9M | 3 | 2026-03-31 | → |
| 484 | ORCA WEALTH MANAGEMENT, LLC | 310053 | 50% | $224.4M | 3 | 2026-05-31 | → |
| 485 | ALDER FINANCIAL GROUP INC | 108837 | 50% | $224.1M | 3 | 2026-03-31 | → |
| 486 | CAREY CONSULTING WEALTH MANAGEMENT, INC. | 173885 | 50% | $222.8M | 3 | 2026-02-28 | → |
| 487 | STRATEGIC FINANCIAL PLANNING, INC. | 118450 | 50% | $220.6M | 3 | 2026-03-31 | → |
| 488 | FORTERIS WEALTH MANAGEMENT, INC. | 108314 | 50% | $219.0M | 3 | 2026-03-31 | → |
| 489 | KINETIC WEALTH INVESTMENT ADVISORS, LLC | 311536 | 50% | $214.5M | 3 | 2026-05-31 | → |
| 490 | DIAMANT ASSET MANAGEMENT, INC. | 107788 | 50% | $211.5M | 3 | 2026-03-31 | → |
| 491 | BLUE SUMMIT FINANCIAL GROUP, INC. | 148782 | 50% | $211.4M | 3 | 2026-02-28 | → |
| 492 | MAGELLAN PLANNING GROUP, INC. | 338739 | 50% | $210.0M | 3 | 2026-03-31 | → |
| 493 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 172205 | 50% | $207.9M | 3 | 2026-03-31 | → |
| 494 | LYNWOOD PRICE CAPITAL MANAGEMENT LP | 323308 | 50% | $207.9M | 3 | 2026-02-28 | → |
| 495 | NORTHAVENUE LLC | 297300 | 50% | $204.8M | 9 | 2026-03-31 | → |
| 496 | MAXELE ADVISORS, LLC | 165129 | 50% | $201.6M | 3 | 2026-04-30 | → |
| 497 | ARGO MANAGEMENT AND RESEARCH COMPANY, LLC | 339043 | 50% | $200.6M | 3 | 2026-05-31 | → |
| 498 | FARRELL FINANCIAL LLC | 321609 | 50% | $200.6M | 3 | 2026-06-30 | → |
| 499 | L CAPITAL, LLC | 277098 | 50% | $197.2M | 3 | 2026-03-31 | → |
| 500 | AMICORP WEALTH SERVICES LLC | 319247 | 50% | $188.5M | 3 | 2026-03-31 | → |
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