Research Report · 2026-06-30
Fastest Growing Registered Investment Advisers by AUM
SEC-registered investment advisers ranked by percentage growth in reported regulatory AUM between their latest and prior ADV Part 1 filings.
Firms
1,000
Total AUM
$4.61T
Median AUM
$690.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 601 | INVICTA ADVISORS LLC | 298868 | 69% | $310.2M | 44 | 2026-03-31 | → |
| 602 | DI INVESTMENT MANAGEMENT LP | 318069 | 69% | $617.6M | 83 | 2026-03-31 | → |
| 603 | TURAS CAPITAL MANAGEMENT LP | 336516 | 68.9% | $613.5M | 2 | 2026-01-31 | → |
| 604 | NOVA INFRASTRUCTURE MANAGEMENT, LLC | 304510 | 68.8% | $1.81B | 19 | 2026-03-31 | → |
| 605 | TACORA CAPITAL MANAGEMENT, LP | 316585 | 68.8% | $1.62B | 10 | 2026-03-31 | → |
| 606 | ALKEN ASSET MANAGEMENT LTD | 329119 | 68.8% | $3.80B | 21 | 2026-06-30 | → |
| 607 | COVE PRIVATE WEALTH, LLC | 316866 | 68.8% | $455.5M | 2 | 2026-02-28 | → |
| 608 | FORTRESS PRIVATE LEDGER, LLC | 290298 | 68.7% | $584.0M | 22 | 2026-03-31 | → |
| 609 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC | 147376 | 68.6% | $195.4M | 5 | 2026-03-31 | → |
| 610 | MINDORO CAPITAL PARTNERS LLC | 328488 | 68.6% | $226.4M | 11 | 2026-03-31 | → |
| 611 | INVESCO ASSET MANAGEMENT LTD. | 109985 | 68.4% | $187.60B | 930 | 2026-03-31 | → |
| 612 | SANDS CAPITAL ALTERNATIVES, LLC | 155517 | 68.4% | $5.41B | 182 | 2026-03-31 | → |
| 613 | TIDAL INVESTMENTS LLC | 164201 | 68.1% | $45.83B | 207 | 2026-03-31 | → |
| 614 | PEAK INVESTMENT ADVISORS, INC. | 113967 | 68.1% | $234.6M | 2 | 2026-03-31 | → |
| 615 | SEPHIRA INVESTMENT ADVISORS (UK) LIMITED | 293524 | 68% | $208.7M | 7 | 2026-06-30 | → |
| 616 | NWF ADVISORY SERVICES INC | 110410 | 68% | $6.43B | 111 | 2026-03-31 | → |
| 617 | KINGDOM LEGACY ADVISORS CORPORATION | 334847 | 68% | $196.5M | 5 | 2026-01-31 | → |
| 618 | GENESIS FINANCIAL GROUP, LLC | 327996 | 68% | $171.3M | 2 | 2026-03-31 | → |
| 619 | AFBI LP | 331428 | 67.9% | $2.34B | 22 | 2026-03-31 | → |
| 620 | TANGENCY CAPITAL INVESTMENT ADVISORY LTD. | 316597 | 67.9% | $3.45B | 13 | 2026-03-31 | → |
| 621 | M83 INVESTMENT GROUP, LLC | 332416 | 67.8% | $191.0M | 6 | 2025-12-31 | → |
| 622 | FIRST TURN MANAGEMENT, LLC | 327421 | 67.7% | $900.1M | 4 | 2026-03-31 | → |
| 623 | ANTHELION CAPITAL PARTNERS LLC | 328009 | 67.7% | $3.15B | 16 | 2026-03-31 | → |
| 624 | POKET FINANCIAL, LLC | 221523 | 67.7% | $760,000 | 1 | 2026-04-30 | → |
| 625 | AEREF MANAGEMENT, LLC | 322495 | 67.7% | $194.4M | 20 | 2026-03-31 | → |
| 626 | BRIGHT PORTFOLIOS, LLC | 288605 | 67.4% | $135.7M | 4 | 2026-03-31 | → |
| 627 | 210 WEALTH MANAGEMENT, INC. | 328570 | 67.3% | $242.8M | 16 | 2026-03-31 | → |
| 628 | KAUFMAN ROSSIN WEALTH, LLC | 301921 | 67.3% | $506.7M | 11 | 2026-03-31 | → |
| 629 | COLRAIN CAPITAL LLC | 118098 | 67.3% | $222.2M | 4 | 2026-03-31 | → |
| 630 | DORADO WEALTH MANAGEMENT LLC | 314965 | 67.1% | $268.8M | 2 | 2026-02-28 | → |
| 631 | CONTRARY LLC | 311054 | 67% | $480.5M | 12 | 2026-03-31 | → |
| 632 | GLAZER CAPITAL, LLC. | 136932 | 67% | $6.81B | 45 | 2026-03-31 | → |
| 633 | CURAFIN ADVISORS, LLC | 329091 | 66.9% | $748.4M | 6 | 2026-03-31 | → |
| 634 | OCEANIC INVESTMENT MANAGEMENT LIMITED | 160287 | 66.9% | $331.5M | 13 | 2026-03-31 | → |
| 635 | JAIN GLOBAL LLC | 330309 | 66.8% | $32.39B | 427 | 2026-03-31 | → |
| 636 | PROSIGHT MANAGEMENT, LP | 148791 | 66.8% | $1.04B | 5 | 2026-03-31 | → |
| 637 | DARSANA CAPITAL PARTNERS LP | 170862 | 66.5% | $16.67B | 23 | 2026-03-31 | → |
| 638 | BSP CLO MANAGEMENT LLC | 304962 | 66.3% | $12.24B | 241 | 2026-03-31 | → |
| 639 | ARIS MANAGEMENT, LLC | 317315 | 66.1% | $2.08B | 3,564 | 2026-03-31 | → |
| 640 | XN LP | 308156 | 66.1% | $7.41B | 34 | 2026-03-31 | → |
| 641 | CASTLE HOOK PARTNERS LP | 284968 | 65.9% | $10.96B | 35 | 2026-03-31 | → |
| 642 | WILLIAMS CAPITAL MANAGEMENT COMPANY | 109412 | 65.8% | $225.6M | 1 | 2026-03-31 | → |
| 643 | NAPATREE CAPITAL LLC | 292776 | 65.8% | $260.0M | 4 | 2025-03-31 | → |
| 644 | FORTHRIGHT CAPITAL ADVISORY LLC | 323596 | 65.7% | $107.7M | 22 | 2026-03-31 | → |
| 645 | METAURUS ADVISORS LLC | 314425 | 65.6% | $1.58B | 8 | 2026-03-31 | → |
| 646 | OCTAHEDRON CAPITAL MANAGEMENT, L.P. | 309209 | 65.6% | $594.2M | 5 | 2026-03-31 | → |
| 647 | GREYBULL ADVISORS, LLC | 317767 | 65.2% | $513.6M | 12 | 2026-03-31 | → |
| 648 | TAYLOR SECURITIES SERVICES, INC. | 304070 | 65.2% | $252.5M | 11 | 2026-02-28 | → |
| 649 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | 323370 | 65% | $7.03B | 14 | 2026-03-31 | → |
| 650 | TRICORD ADVISORS, INC. | 155749 | 64.9% | $431.5M | 5 | 2026-03-31 | → |
| 651 | CABIN ADVISORS, LLC | 312547 | 64.8% | $220.2M | 15 | 2026-03-31 | → |
| 652 | SWP INVESTMENT MANAGEMENT LLC | 331314 | 64.6% | $138.4M | 5 | 2026-03-31 | → |
| 653 | BOW RIVER ADVISERS, LLC | 325285 | 64.6% | $1.16B | 27 | 2026-03-31 | → |
| 654 | TRUSTON ASSET MANAGEMENT CO., LTD. | 161610 | 64.6% | $13.75B | 103 | 2026-02-28 | → |
| 655 | SPIDERROCK ADVISORS, LLC | 171992 | 64.5% | $9.83B | 61 | 2026-03-31 | → |
| 656 | WICK CAPITAL PARTNERS, LLC | 299194 | 64.5% | $929.7M | 11 | 2026-03-31 | → |
| 657 | MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED | 152807 | 64.4% | $7.87B | 64 | 2026-03-31 | → |
| 658 | ABBINGTON INVESTMENT GROUP, LLC | 174407 | 64.4% | $202.1M | 3 | 2026-03-31 | → |
| 659 | SK ADVISOR NETWORK, LLC | 317533 | 64.4% | $271.5M | 2 | 2026-03-31 | → |
| 660 | HOLBROOK HOLDINGS, INC. | 283258 | 64.3% | $3.78B | 14 | 2026-02-28 | → |
| 661 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 330611 | 64.1% | $174.6M | 4 | 2026-01-31 | → |
| 662 | B.B. GRAHAM & COMPANY, INC. | 41533 | 64% | $321.7M | 32 | 2026-03-31 | → |
| 663 | ROCKLAND CAPITAL, LP | 156791 | 63.9% | $4.39B | 24 | 2026-03-31 | → |
| 664 | MODUM ASSET MANAGEMENT LLC | 316200 | 63.9% | $283.2M | 5 | 2026-03-31 | → |
| 665 | ERA PARTNERS LLC | 307400 | 63.7% | $1.65B | 15 | 2026-03-31 | → |
| 666 | ELMIND CAPITAL LP | 333910 | 63.7% | $613.6M | 2 | 2026-03-31 | → |
| 667 | OPHIR ASSET MANAGEMENT US LLC | 312619 | 63.7% | $1.27B | 5 | 2026-03-31 | → |
| 668 | IKE CAPITAL, LLC | 132473 | 63.7% | $257.4M | 3 | 2026-03-31 | → |
| 669 | MCALVANY WEALTH MANAGEMENT, LLC | 146021 | 63.6% | $224.2M | 5 | 2026-03-31 | → |
| 670 | SOROBAN CAPITAL PARTNERS LP | 157360 | 63.5% | $15.67B | 39 | 2026-03-31 | → |
| 671 | CIM CAPITAL SA MANAGEMENT, LLC | 306166 | 63.5% | $134.2M | 160 | 2026-03-31 | → |
| 672 | SNOWWATER INVESTMENT PARTNERS, LLC | 311790 | 63.5% | $1.30B | 3 | 2026-03-31 | → |
| 673 | HYPATIA CAPITAL MANAGEMENT LLC | 311411 | 63.4% | $6.9M | 2 | 2026-03-31 | → |
| 674 | RETIREMITTEN FINANCIAL LLC | 300779 | 63.3% | $213.8M | 5 | 2026-03-31 | → |
| 675 | INDIVIDUAL ASSET MANAGEMENT, INC | 123418 | 63.3% | $173.1M | 5 | 2026-03-31 | → |
| 676 | HEITMAN INTERNATIONAL HK LIMITED | 170550 | 63.2% | $431.9M | 123 | 2026-04-30 | → |
| 677 | MOUNTAINEER PARTNERS MANAGEMENT, LLC | 163089 | 63.2% | $305.7M | 4 | 2026-03-31 | → |
| 678 | SHELTER GROWTH CAPITAL PARTNERS LLC | 170685 | 63.2% | $4.66B | 49 | 2026-03-31 | → |
| 679 | APOLLO CAPITAL CREDIT ADVISER, LLC | 286485 | 63.2% | $2.35B | 3,564 | 2026-03-31 | → |
| 680 | LEXINGTON HILL PARTNERS, LLC | 301810 | 63.1% | $278.4M | 8 | 2026-03-31 | → |
| 681 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | 135288 | 63.1% | $986.3M | 49 | 2026-03-31 | → |
| 682 | PARCO WEALTH MANAGEMENT LLC | 306826 | 63% | $21.0M | 2 | 2026-03-31 | → |
| 683 | BCP ADVISORS LLC | 157973 | 62.9% | $475.3M | 5 | 2026-03-31 | → |
| 684 | SCRATCH CAPITAL LLC | 318835 | 62.9% | $230.1M | 4 | 2026-03-31 | → |
| 685 | CAPE ANN ASSET MANAGEMENT LIMITED | 284056 | 62.9% | $3.78B | 21 | 2026-06-30 | → |
| 686 | RICHBROOK ADVISORS, LP | 316848 | 62.8% | $1.65B | 8 | 2026-03-31 | → |
| 687 | ARKVIEW CAPITAL, L.P. | 316130 | 62.8% | $355.9M | 8 | 2026-03-31 | → |
| 688 | CAPITAL SQUARED FINANCIAL LLC | 326861 | 62.7% | $198.7M | 3 | 2026-02-28 | → |
| 689 | GREAT HILL PARTNERS, LP | 158158 | 62.7% | $18.99B | 107 | 2026-03-31 | → |
| 690 | DIVERSIFY WEALTH MANAGEMENT, LLC | 329878 | 62.6% | $4.11B | 95 | 2026-03-31 | → |
| 691 | PINE VALLEY CAPITAL PARTNERS LLC | 330556 | 62.5% | $869.6M | 10 | 2026-03-31 | → |
| 692 | PHARVISION ADVISERS, LLC | 311739 | 62.4% | $513.2M | 2 | 2026-03-31 | → |
| 693 | PSP RESEARCH LLC | 333271 | 62.4% | $178.6M | 1 | 2026-02-28 | → |
| 694 | GUMSHOE CAPITAL MANAGEMENT LLC | 328451 | 62.1% | $570.6M | 7 | 2026-03-31 | → |
| 695 | EARNED WEALTH ADVISORS, LLC | 108052 | 62% | $3.11B | 35 | 2026-03-31 | → |
| 696 | GINJER AM | 174097 | 62% | $334.6M | 7 | 2026-03-31 | → |
| 697 | BRINDLE & BAY FINANCIAL ADVISORS, LLC | 291747 | 61.9% | $184.8M | 4 | 2026-03-31 | → |
| 698 | OCO CAPITAL PARTNERS LP | 299461 | 61.8% | $651.8M | 4 | 2026-03-31 | → |
| 699 | J. STERN & CO., LLC | 326509 | 61.8% | $608.6M | 4 | 2026-03-31 | → |
| 700 | GUGGENHEIM PRIVATE INVESTMENTS, LLC | 331479 | 61.6% | $349.5M | 5 | 2026-03-31 | → |
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