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 | |
|---|---|---|---|---|---|---|---|
| 601 | MIRI CAPITAL MANAGEMENT LLC | 311308 | 42.9% | $929.7M | 10 | 2026-03-31 | → |
| 602 | ONEPRIME CAPITAL LLC | 299697 | 42.9% | $892.3M | 10 | 2026-03-31 | → |
| 603 | ABEL HALL, LLC | 302076 | 42.9% | $819.1M | 10 | 2026-02-28 | → |
| 604 | EDGE FINANCIAL ADVISORS, LLC | 136426 | 42.9% | $512.5M | 10 | 2026-03-31 | → |
| 605 | NOVA FINANCIAL LLC | 150148 | 42.9% | $469.4M | 10 | 2026-03-31 | → |
| 606 | HEDGEYE ASSET MANAGEMENT, LLC | 336185 | 42.9% | $443.4M | 10 | 2026-02-28 | → |
| 607 | PROTIUM CAPITAL LIMITED | 335585 | 42.9% | $427.0M | 10 | 2026-03-31 | → |
| 608 | DRAVO BAY LLC | 298558 | 42.9% | $381.8M | 10 | 2026-03-31 | → |
| 609 | STRATEGY FINANCIAL SERVICES, LLC | 164531 | 42.9% | $366.7M | 20 | 2026-03-31 | → |
| 610 | PUREFI WEALTH, LLC | 328459 | 42.9% | $326.4M | 10 | 2026-03-31 | → |
| 611 | DEMETER TACTICAL INVESTMENTS CORP. | 329512 | 42.9% | $265.3M | 10 | 2026-03-31 | → |
| 612 | BULLOCK WEALTH MANAGEMENT GROUP INC. | 283853 | 42.9% | $261.4M | 10 | 2026-03-31 | → |
| 613 | ZACKS INTELLIGENCE LLC | 333798 | 42.9% | $2 | 10 | 2026-05-31 | → |
| 614 | SOFI WEALTH LLC | 167958 | 42.5% | $2.05B | 114 | 2026-03-31 | → |
| 615 | OBRA FUND MANAGEMENT, LLC | 328207 | 42.4% | $71.6M | 47 | 2026-03-31 | → |
| 616 | AMERITAS ADVISORY SERVICES, LLC | 317245 | 42.3% | $13.75B | 797 | 2026-03-31 | → |
| 617 | MONROE CAPITAL BDC ADVISORS, LLC | 165657 | 42.3% | $6.71B | 101 | 2026-03-31 | → |
| 618 | PERENNIAL INVESTMENT ADVISORS, LLC | 286477 | 42% | $2.50B | 71 | 2026-03-31 | → |
| 619 | CATALYST CAPITAL ADVISORS LLC | 139895 | 41.7% | $10.30B | 17 | 2026-03-31 | → |
| 620 | CAPITOLIS ADVISORS LLC | 290462 | 41.7% | $4.50B | 68 | 2026-04-30 | → |
| 621 | BLACK BAY PARTNERS, LLC | 284945 | 41.7% | $830.1M | 17 | 2026-03-31 | → |
| 622 | NEWPORT INVESTMENT MANAGEMENT, LLC | 153918 | 41.7% | $438.8M | 17 | 2026-03-31 | → |
| 623 | TREXQUANT INVESTMENT LP | 170476 | 41.5% | $13.48B | 167 | 2026-03-31 | → |
| 624 | TRUELINK CAPITAL MANAGEMENT, LLC | 323910 | 41.2% | $4.20B | 24 | 2026-03-31 | → |
| 625 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108163 | 40.9% | $22.54B | 241 | 2026-03-31 | → |
| 626 | AWM CAPITAL, LLC | 287980 | 40.7% | $1.49B | 38 | 2026-03-31 | → |
| 627 | 26NORTH PARTNERS LP | 322923 | 40.6% | $32.68B | 142 | 2026-03-31 | → |
| 628 | 26NORTH DIRECT LENDING LP | 323152 | 40.6% | $2.65B | 142 | 2026-03-31 | → |
| 629 | AMPLIFY INVESTMENTS LLC | 173781 | 40% | $17.70B | 42 | 2026-03-31 | → |
| 630 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | 40% | $6.76B | 21 | 2026-03-31 | → |
| 631 | DYNAMIC BETA INVESTMENTS LLC | 164972 | 40% | $5.67B | 7 | 2026-03-31 | → |
| 632 | BT FAMILY OFFICE, LLC | 305713 | 40% | $4.00B | 7 | 2026-03-31 | → |
| 633 | BHARCAP PARTNERS, LLC | 315679 | 40% | $3.24B | 14 | 2026-03-31 | → |
| 634 | ALTES CAPITAL, LLC | 331481 | 40% | $3.19B | 7 | 2026-03-31 | → |
| 635 | CORNERSTONE ADVISORS, LLC | 300891 | 40% | $3.04B | 7 | 2026-03-31 | → |
| 636 | INFRARED CAPITAL PARTNERS (US) LLC | 310401 | 40% | $2.44B | 28 | 2026-03-31 | → |
| 637 | J. STERN & CO. LLP | 323871 | 40% | $2.23B | 42 | 2026-06-30 | → |
| 638 | SARATOGA MANAGEMENT COMPANY LLC | 161822 | 40% | $1.90B | 7 | 2026-03-31 | → |
| 639 | BBVA GLOBAL WEALTH ADVISORS, INC. | 327326 | 40% | $1.36B | 84 | 2026-06-30 | → |
| 640 | OAKHURST ADVISORS, LLC | 282057 | 40% | $1.25B | 14 | 2026-03-31 | → |
| 641 | BG INVESTMENT SERVICES, INC. | 281716 | 40% | $868.5M | 7 | 2026-01-31 | → |
| 642 | BERNARDO WEALTH PLANNING, LLC | 288705 | 40% | $866.4M | 14 | 2026-03-31 | → |
| 643 | NORTH POINT PORTFOLIO MANAGERS CORPORATION | 111257 | 40% | $773.3M | 7 | 2026-03-31 | → |
| 644 | ARGENT RETIREMENT PLAN ADVISORS, LLC | 165031 | 40% | $683.1M | 7 | 2026-03-31 | → |
| 645 | LEGACY WEALTH ASSET MANAGEMENT, LLC | 306732 | 40% | $546.0M | 14 | 2026-03-31 | → |
| 646 | HEADWATER INVESTMENT CONSULTING,INC. | 133009 | 40% | $543.0M | 7 | 2026-03-31 | → |
| 647 | PASSPORT CAPITAL, LLC | 134484 | 40% | $532.4M | 14 | 2026-04-30 | → |
| 648 | GORDIAN WEALTH ADVISORS, LLC | 281775 | 40% | $488.7M | 7 | 2026-03-31 | → |
| 649 | RBA WEALTH MANAGEMENT, LLC | 291029 | 40% | $452.1M | 7 | 2026-03-31 | → |
| 650 | ONCE CAPITAL MANAGEMENT, LLC | 289714 | 40% | $422.1M | 7 | 2026-03-31 | → |
| 651 | TED BUCHAN & COMPANY, LLC | 140722 | 40% | $413.2M | 7 | 2026-03-31 | → |
| 652 | MOMENTOUS WEALTH MANAGEMENT, INC. | 288429 | 40% | $409.9M | 7 | 2026-03-31 | → |
| 653 | RESOLUTE WEALTH STRATEGIES, LLC | 318599 | 40% | $387.6M | 7 | 2026-03-31 | → |
| 654 | ACCENT CAPITAL MANAGEMENT, LLC | 319275 | 40% | $382.7M | 7 | 2026-03-31 | → |
| 655 | SYNERGY FINANCIAL GROUP, LTD | 309961 | 40% | $364.2M | 7 | 2026-03-31 | → |
| 656 | CONTINUUM WEALTH ADVISORS, LLC | 152895 | 40% | $345.6M | 7 | 2026-03-31 | → |
| 657 | CARROLL ADVISORY GROUP, LLC | 334565 | 40% | $341.1M | 7 | 2026-02-28 | → |
| 658 | IWEALTH FINANCIAL, LLC | 329980 | 40% | $311.6M | 14 | 2026-03-31 | → |
| 659 | YIM INVESTMENT MANAGEMENT, LLC | 136984 | 40% | $307.8M | 7 | 2026-03-31 | → |
| 660 | FINER WEALTH MANAGEMENT, INC. | 129987 | 40% | $305.8M | 7 | 2026-03-31 | → |
| 661 | STONECROP WEALTH ADVISORS, LLC | 306486 | 40% | $299.5M | 7 | 2026-03-31 | → |
| 662 | ROUBAIX CAPITAL, LLC | 269879 | 40% | $298.9M | 7 | 2026-03-31 | → |
| 663 | WMS ADVISORS, LLC | 122224 | 40% | $280.9M | 7 | 2026-02-28 | → |
| 664 | TIMBERCHASE FINANCIAL, LLC | 131205 | 40% | $280.2M | 7 | 2026-03-31 | → |
| 665 | RYAN INVESTMENT MANAGEMENT, INC. | 115755 | 40% | $272.0M | 7 | 2026-04-30 | → |
| 666 | SIERRA PACIFIC PRIVATE WEALTH, LLC | 131738 | 40% | $245.9M | 7 | 2026-02-28 | → |
| 667 | ASSURED RETIREMENT FINANCIAL GROUP, INC. | 179516 | 40% | $241.0M | 7 | 2026-03-31 | → |
| 668 | BRIXTON CAPITAL WEALTH ADVISORS, LLC | 288810 | 40% | $212.4M | 7 | 2026-03-31 | → |
| 669 | UCAP ASSET MANAGEMENT LLC | 170846 | 40% | $208.2M | 14 | 2026-03-31 | → |
| 670 | CFM ADVISORS INC | 111581 | 40% | $202.7M | 7 | 2026-03-31 | → |
| 671 | RIDGELINE WEALTH ADVISORS, LLC. | 284843 | 40% | $189.0M | 7 | 2026-03-31 | → |
| 672 | EVOLUTION WEALTH MANAGEMENT INC. | 307644 | 40% | $171.7M | 7 | 2026-03-31 | → |
| 673 | HARBOR ITHAKA WM, LLC | 170580 | 40% | $171.2M | 7 | 2026-03-31 | → |
| 674 | BOYER FINANCIAL SERVICES, INC. | 331868 | 40% | $167.0M | 7 | 2026-03-31 | → |
| 675 | SPARK FINANCIAL ADVISORS, LLC | 296914 | 40% | $147.1M | 7 | 2026-03-31 | → |
| 676 | ASCENDOR WEALTH, LLC | 148969 | 40% | $145.6M | 7 | 2026-03-31 | → |
| 677 | BLUE LINE CAPITAL, LLC | 304024 | 40% | $131.9M | 7 | 2026-06-30 | → |
| 678 | KINGWOOD INVESTMENT GROUP, LLC | 330330 | 40% | $126.5M | 7 | 2026-03-31 | → |
| 679 | INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC | 286151 | 40% | $119.4M | 7 | 2026-03-31 | → |
| 680 | GORDIAN CAPITAL MANAGEMENT, LLC | 337799 | 40% | $28.4M | 7 | 2026-03-31 | → |
| 681 | MARKETOCRACY MASTERS INC. | 314667 | 40% | $4.5M | 7 | 2026-03-31 | → |
| 682 | HUNTER POINT CAPITAL LP | 310871 | 39.6% | $7.81B | 74 | 2026-03-31 | → |
| 683 | TURN/RIVER MANAGEMENT, L.P. | 165897 | 39.4% | $6.59B | 99 | 2026-03-31 | → |
| 684 | MWP ADVISORY, LLC | 309573 | 39.3% | $1.65B | 39 | 2026-03-31 | → |
| 685 | PRINCETON EQUITY ADVISORS, LP | 310405 | 38.9% | $1.72B | 25 | 2026-03-31 | → |
| 686 | SCIENTECH RESEARCH LLC | 310615 | 38.9% | $498.8M | 25 | 2026-03-31 | → |
| 687 | THIRD POINT PRIVATE CAPITAL LLC | 332857 | 38.8% | $0 | 143 | 2026-03-31 | → |
| 688 | SUMMIT FINANCIAL, LLC | 299322 | 38.8% | $22.47B | 490 | 2026-03-31 | → |
| 689 | VERUS CAPITAL PARTNERS, LLC | 151568 | 38.8% | $2.29B | 68 | 2026-03-31 | → |
| 690 | SIEBERT ADVISORNXT, LLC. | 288572 | 38.7% | $391.5M | 43 | 2026-03-31 | → |
| 691 | AVIVA INVESTORS CANADA INC. | 333457 | 38.5% | $9.15B | 18 | 2026-03-31 | → |
| 692 | MEYER HANDELMAN COMPANY LLC | 107309 | 38.5% | $3.24B | 18 | 2026-03-31 | → |
| 693 | DAHRING | CUSMANO LLC | 301236 | 38.5% | $781.4M | 18 | 2026-03-31 | → |
| 694 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | 38.4% | $107.29B | 1,421 | 2026-03-31 | → |
| 695 | TAGES CAPITAL LLP | 337285 | 37.9% | $3.85B | 40 | 2026-03-31 | → |
| 696 | FREESTONE GROVE PARTNERS LP | 328089 | 37.9% | $16.48B | 182 | 2026-03-31 | → |
| 697 | FALFURRIAS MANAGEMENT PARTNERS LP | 163076 | 37.5% | $3.71B | 55 | 2026-03-31 | → |
| 698 | DLD ASSET MANAGEMENT, LP | 170377 | 37.5% | $2.99B | 22 | 2026-03-31 | → |
| 699 | BLUEARC CAPITAL MANAGEMENT, LLC | 167233 | 37.5% | $2.44B | 11 | 2025-12-31 | → |
| 700 | GODSPEED CAPITAL MANAGEMENT LP | 313936 | 37.5% | $1.11B | 11 | 2026-03-31 | → |
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