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 | |
|---|---|---|---|---|---|---|---|
| 801 | VITAL INVESTMENT MANAGEMENT LLC | 300811 | 33.3% | $283.9M | 8 | 2026-03-31 | → |
| 802 | WEST HORIZON CAPITAL, LLC | 337734 | 33.3% | $282.8M | 4 | 2026-02-28 | → |
| 803 | RIVERBEND WEALTH MANAGEMENT, LLC | 302031 | 33.3% | $281.0M | 8 | 2026-03-31 | → |
| 804 | PLUSTICK MANAGEMENT LLC | 173707 | 33.3% | $280.8M | 4 | 2026-03-31 | → |
| 805 | SUTTERFIELD FINANCIAL GROUP, INC. | 115652 | 33.3% | $274.4M | 32 | 2026-03-31 | → |
| 806 | NOLET WEALTH MANAGEMENT, LLC | 329186 | 33.3% | $272.6M | 4 | 2026-01-31 | → |
| 807 | DAUS FINANCIAL SERVICES, LLC | 323054 | 33.3% | $270.5M | 8 | 2026-02-28 | → |
| 808 | JMK & ASSOCIATES, LLC | 312760 | 33.3% | $268.4M | 4 | 2026-01-31 | → |
| 809 | KRM WEALTH MANAGEMENT L.L.C. | 173929 | 33.3% | $264.7M | 4 | 2026-03-31 | → |
| 810 | OPTIMUS CAPITAL ADVISORS, LLC | 147500 | 33.3% | $264.1M | 4 | 2026-03-31 | → |
| 811 | CQ WEALTH ADVISORS, INC. | 313833 | 33.3% | $263.3M | 4 | 2026-01-31 | → |
| 812 | NEWPORT WEALTH ADVISORS, INC. | 137159 | 33.3% | $262.6M | 8 | 2026-04-30 | → |
| 813 | PATHWISE WEALTH PARTNERS, LLC | 174215 | 33.3% | $255.0M | 4 | 2026-02-28 | → |
| 814 | TRANSCEND ADVISOR GROUP, LLC | 311746 | 33.3% | $253.2M | 4 | 2026-03-31 | → |
| 815 | STERLING RETIREMENT GROUP OF SACRAMENTO INC. | 168397 | 33.3% | $253.0M | 4 | 2026-03-31 | → |
| 816 | MOKAN WEALTH MANAGEMENT INC | 328005 | 33.3% | $250.3M | 4 | 2026-01-31 | → |
| 817 | COGENT PRIVATE WEALTH, INC. | 319092 | 33.3% | $250.3M | 8 | 2026-03-31 | → |
| 818 | LUMINA WEALTH MANAGEMENT, LLC | 291548 | 33.3% | $240.2M | 4 | 2026-04-30 | → |
| 819 | KAIYO WEALTH LLC | 316431 | 33.3% | $240.1M | 4 | 2026-04-30 | → |
| 820 | ACUTE INVESTMENT ADVISORY, LLC | 170368 | 33.3% | $238.4M | 4 | 2026-02-28 | → |
| 821 | REDEMPTION CAPITAL PARTNERS, LLC | 310824 | 33.3% | $237.3M | 4 | 2026-02-28 | → |
| 822 | NVEST WEALTH STRATEGIES, INC. | 139758 | 33.3% | $236.7M | 4 | 2026-01-31 | → |
| 823 | PROMETHIUM ADVISORS, LLC | 329565 | 33.3% | $235.3M | 4 | 2026-03-31 | → |
| 824 | BELLEAIR ASSET MANAGEMENT, LLC | 290882 | 33.3% | $234.3M | 4 | 2026-03-31 | → |
| 825 | L&S INVESTMENT ADVISORS, LLC | 285002 | 33.3% | $231.4M | 8 | 2026-03-31 | → |
| 826 | RETIREMENT WEALTH SOLUTIONS LLC | 317253 | 33.3% | $227.0M | 4 | 2026-02-28 | → |
| 827 | PRATO CAPITAL MANAGEMENT, INC. | 289917 | 33.3% | $224.6M | 4 | 2026-03-31 | → |
| 828 | SINCERUS ADVISORY, LLC | 300559 | 33.3% | $222.0M | 4 | 2026-03-31 | → |
| 829 | WISDOM INDEX ADVISORS, LLC | 132567 | 33.3% | $221.3M | 4 | 2026-03-31 | → |
| 830 | RIPPLE EFFECT ASSET MANAGEMENT LP | 331250 | 33.3% | $218.4M | 8 | 2026-03-31 | → |
| 831 | POLARIS INVESTMENT ADVISORS, LLC | 324093 | 33.3% | $217.1M | 4 | 2026-01-31 | → |
| 832 | KENNEDY WEALTH & TAX MANAGEMENT, LLC | 172394 | 33.3% | $215.5M | 4 | 2026-03-31 | → |
| 833 | DISHMI CAPITAL, LLC | 336392 | 33.3% | $215.1M | 4 | 2026-03-31 | → |
| 834 | HARDING WEALTH, INC. | 282686 | 33.3% | $212.6M | 4 | 2026-03-31 | → |
| 835 | ELI CIRCLE CAPITAL, LP | 326553 | 33.3% | $209.0M | 4 | 2026-03-31 | → |
| 836 | 1819 PARTNERS, LLC | 326601 | 33.3% | $207.1M | 4 | 2026-03-31 | → |
| 837 | KELSON ASSET MANAGEMENT LLC | 315511 | 33.3% | $205.6M | 4 | 2026-03-31 | → |
| 838 | FLAVIN FINANCIAL SERVICES, INC. | 144473 | 33.3% | $205.0M | 4 | 2026-02-28 | → |
| 839 | 3RD CREEK INVESTMENTS, INC. | 115945 | 33.3% | $204.9M | 4 | 2026-01-31 | → |
| 840 | PLANNING WORKS ADVISORY, INC. | 317834 | 33.3% | $199.8M | 4 | 2026-02-28 | → |
| 841 | KG CAPITAL MANAGEMENT, LLC | 164500 | 33.3% | $199.5M | 4 | 2026-06-30 | → |
| 842 | AIO FINANCIAL, LLC | 114030 | 33.3% | $199.2M | 4 | 2026-02-28 | → |
| 843 | RWA ADVISORS, LLC | 150120 | 33.3% | $199.1M | 4 | 2026-03-31 | → |
| 844 | CONCORDIA WEALTH MANAGEMENT, LLC | 164278 | 33.3% | $197.1M | 4 | 2026-03-31 | → |
| 845 | CLARK & STUART INC | 107991 | 33.3% | $195.6M | 4 | 2026-03-31 | → |
| 846 | BRIGHT PATH SPORTS PARTNERS, LLC | 327730 | 33.3% | $194.8M | 4 | 2026-03-31 | → |
| 847 | FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC | 291484 | 33.3% | $193.4M | 4 | 2026-01-31 | → |
| 848 | 3 FACTOR INDEXING, LLC | 160356 | 33.3% | $193.2M | 4 | 2026-03-31 | → |
| 849 | KINZIE CAPITAL PARTNERS LP | 305445 | 33.3% | $193.0M | 12 | 2026-03-31 | → |
| 850 | CLEMSON-EPS ADVISORS, LLC | 153101 | 33.3% | $192.8M | 4 | 2025-10-31 | → |
| 851 | TIMBER POINT CAPITAL MANAGEMENT LLC | 307366 | 33.3% | $188.3M | 4 | 2026-03-31 | → |
| 852 | FINANCIAL CONSULTANTS GROUP INC | 108062 | 33.3% | $188.2M | 8 | 2026-03-31 | → |
| 853 | GRATIA CAPITAL, LLC | 163876 | 33.3% | $185.8M | 4 | 2026-03-31 | → |
| 854 | DELOS WEALTH ADVISORS, LLC | 300734 | 33.3% | $185.6M | 8 | 2026-03-31 | → |
| 855 | NILES INVESTMENT MANAGEMENT, LLC | 329384 | 33.3% | $185.5M | 4 | 2026-03-31 | → |
| 856 | BRINDLE & BAY FINANCIAL ADVISORS, LLC | 291747 | 33.3% | $184.8M | 4 | 2026-03-31 | → |
| 857 | GLOBAL WEALTH MANAGEMENT, L.C. | 150743 | 33.3% | $184.2M | 4 | 2026-03-31 | → |
| 858 | ALPENGLOBAL CAPITAL, LLC | 140186 | 33.3% | $184.0M | 4 | 2026-03-31 | → |
| 859 | VINCIMUS CAPITAL, LLC | 321865 | 33.3% | $183.7M | 4 | 2026-05-31 | → |
| 860 | J.M. ARBOUR, LLC | 313352 | 33.3% | $183.2M | 12 | 2026-03-31 | → |
| 861 | ATMOS ADVISORY, LLC | 160087 | 33.3% | $180.9M | 4 | 2026-01-31 | → |
| 862 | ARC24 MANAGEMENT, LP | 331983 | 33.3% | $179.7M | 4 | 2026-03-31 | → |
| 863 | PETERSON ROGERS PRIVATE WEALTH, LLC | 324001 | 33.3% | $177.1M | 4 | 2026-03-31 | → |
| 864 | MCLAUGHLIN ASSET MANAGEMENT, INC. | 125735 | 33.3% | $176.1M | 4 | 2026-03-31 | → |
| 865 | APPALACHIAN CAPITAL MANAGEMENT LTD | 120038 | 33.3% | $175.3M | 4 | 2026-03-31 | → |
| 866 | PROPHET EQUITY MANAGEMENT II LLC | 170614 | 33.3% | $171.4M | 8 | 2026-03-31 | → |
| 867 | LITTLEJOHN FINANCIAL SERVICES, INC | 155113 | 33.3% | $171.3M | 8 | 2026-02-28 | → |
| 868 | SAS FINANCIAL ADVISORS, LLC. | 288015 | 33.3% | $167.0M | 8 | 2026-03-31 | → |
| 869 | MAIN ADVISORY, INC. | 328040 | 33.3% | $162.7M | 4 | 2026-02-28 | → |
| 870 | RPR FINANCIAL ADVISORS LLC | 316557 | 33.3% | $162.1M | 4 | 2026-02-28 | → |
| 871 | PINCUS CAPITAL MANAGEMENT, LP | 336500 | 33.3% | $161.5M | 4 | 2026-06-30 | → |
| 872 | LAGUNA WEALTH ADVISORS, LLC | 167847 | 33.3% | $161.2M | 4 | 2026-03-31 | → |
| 873 | RADIUS WEALTH MANAGEMENT, INC. | 168159 | 33.3% | $158.7M | 4 | 2026-03-31 | → |
| 874 | RBG WEALTH ADVISORS LLC | 319486 | 33.3% | $154.8M | 4 | 2026-03-31 | → |
| 875 | BUTLER FINANCIAL SERVICES, INC. | 118244 | 33.3% | $154.7M | 4 | 2026-03-31 | → |
| 876 | GRAVER CAPITAL MANAGEMENT, LLC | 312515 | 33.3% | $153.5M | 4 | 2026-02-28 | → |
| 877 | INFINITY WEALTH COUNSEL, LLC | 171959 | 33.3% | $151.9M | 4 | 2026-02-28 | → |
| 878 | GREENWAY FINANCIAL, LLC | 288864 | 33.3% | $151.4M | 4 | 2026-02-28 | → |
| 879 | CURA & SENECTUS INVESTMENT AG | 294103 | 33.3% | $146.2M | 8 | 2026-02-28 | → |
| 880 | SUMMIT HILL WEALTH MANAGEMENT, LLC | 296740 | 33.3% | $145.7M | 4 | 2026-02-28 | → |
| 881 | STORMS & ROWDON FINANCIAL SERVICES, INC. | 334690 | 33.3% | $141.2M | 4 | 2026-02-28 | → |
| 882 | CREDENTIALED WEALTH ADVISORS, LLC | 312517 | 33.3% | $139.8M | 4 | 2026-02-28 | → |
| 883 | MARVEL FINANCIAL PLANNING, INC. | 327420 | 33.3% | $139.4M | 4 | 2026-02-28 | → |
| 884 | WILDES FINANCIAL STRATEGIES, INC | 289496 | 33.3% | $138.3M | 8 | 2026-03-31 | → |
| 885 | PARADIGM ADVISORS, L.L.C. | 114515 | 33.3% | $136.1M | 4 | 2026-03-31 | → |
| 886 | EAST ROCK FINANCIAL SERVICES, LLC | 147949 | 33.3% | $135.8M | 4 | 2026-03-31 | → |
| 887 | BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC | 300619 | 33.3% | $135.1M | 4 | 2026-02-28 | → |
| 888 | AP CAPITAL DELAWARE LLC | 315796 | 33.3% | $134.8M | 4 | 2026-03-31 | → |
| 889 | INDEPENDENT FINANCIAL ADVISORS, INC. | 115798 | 33.3% | $134.5M | 4 | 2026-02-28 | → |
| 890 | TRIO WEALTH MANAGEMENT, LLC | 328042 | 33.3% | $134.0M | 4 | 2026-03-31 | → |
| 891 | QUANTIFY CHAOS ADVISORS, LLC | 328864 | 33.3% | $133.2M | 4 | 2026-03-31 | → |
| 892 | FIRST GROWTH CAPITAL LLC | 305958 | 33.3% | $130.6M | 4 | 2026-03-31 | → |
| 893 | MESSMER CAPITAL ADVISORS LLC | 305387 | 33.3% | $130.4M | 4 | 2026-03-31 | → |
| 894 | BREAKTHRU ADVISORY SERVICES, LLC | 332173 | 33.3% | $125.7M | 4 | 2026-06-30 | → |
| 895 | GALLAGHER WEALTH MANAGEMENT, INC | 161266 | 33.3% | $123.5M | 4 | 2026-03-31 | → |
| 896 | ENCORE WEALTH ADVISORS, LLC | 336566 | 33.3% | $121.7M | 4 | 2026-04-30 | → |
| 897 | GUDORF FINANCIAL GROUP, LLC | 339836 | 33.3% | $121.1M | 4 | 2026-05-31 | → |
| 898 | RHEECO, INC. | 301106 | 33.3% | $119.2M | 4 | 2026-02-28 | → |
| 899 | SULLIVAN FINANCIAL, LLC | 121371 | 33.3% | $119.1M | 4 | 2026-03-31 | → |
| 900 | FAIRWAY ASSET MANAGEMENT, LLC | 146636 | 33.3% | $117.4M | 4 | 2026-03-31 | → |
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