Research Report · 2026-06-30
Registered Investment Advisers with the Highest Investment Advisory Employee Share
SEC-registered investment advisers ranked by investment advisory employee share.
Firms
1,000
Total AUM
$17.46T
Median AUM
$608.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Investment Advisory Employee Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | SUSTAINABLE ADVISORS ALLIANCE LLC | 312061 | 100% | $234.8M | 8 | 2026-04-30 | → |
| 902 | LEGACY PLANNING ADVISORS, LLC | 121289 | 100% | $234.0M | 8 | 2026-02-28 | → |
| 903 | FIGURE 8 INVESTMENT STRATEGIES LLC | 282973 | 100% | $233.4M | 7 | 2026-03-31 | → |
| 904 | ASPIREAN WEALTH, LLC | 173138 | 100% | $233.2M | 6 | 2026-01-31 | → |
| 905 | SUNDVOLD CAPITAL MANAGEMENT LLC | 108176 | 100% | $232.9M | 5 | 2026-03-31 | → |
| 906 | KINGFISH CAPITAL PARTNERS LLC | 283489 | 100% | $231.8M | 36 | 2026-04-30 | → |
| 907 | VANN EQUITY MANAGEMENT LLC | 174239 | 100% | $231.2M | 5 | 2026-03-31 | → |
| 908 | UPLIFT INVESTORS, LP | 335515 | 100% | $230.5M | 8 | 2026-03-31 | → |
| 909 | ECHELON CAPITAL STRATEGIES, LLC | 169484 | 100% | $230.3M | 8 | 2024-12-31 | → |
| 910 | GRANTVEST FINANCIAL GROUP LLC | 310272 | 100% | $230.0M | 5 | 2026-03-31 | → |
| 911 | PRIMORIS WEALTH ADVISORS, LLC | 125567 | 100% | $230.0M | 7 | 2026-03-31 | → |
| 912 | LSB CAPITAL MANAGEMENT, INC. | 310466 | 100% | $228.8M | 11 | 2026-04-30 | → |
| 913 | X ADVISORS, LLC | 315838 | 100% | $228.6M | 5 | 2026-05-31 | → |
| 914 | MSP WEALTH MANAGEMENT, LLC | 306522 | 100% | $228.5M | 6 | 2026-03-31 | → |
| 915 | BAY CAPITAL ADVISORS, LLC | 140796 | 100% | $228.3M | 5 | 2026-03-31 | → |
| 916 | CENTER FOR WEALTH MANAGEMENT LLC. | 171221 | 100% | $227.8M | 5 | 2026-05-31 | → |
| 917 | NATURAL CAPITAL MANAGEMENT, LLC | 306002 | 100% | $225.7M | 11 | 2026-06-30 | → |
| 918 | MCALVANY WEALTH MANAGEMENT, LLC | 146021 | 100% | $224.2M | 5 | 2026-03-31 | → |
| 919 | BD INVESTMENT PARTNERS, LLC | 309347 | 100% | $223.7M | 9 | 2026-05-31 | → |
| 920 | VALLEY BROOK CAPITAL GROUP, INC. | 122460 | 100% | $223.3M | 6 | 2026-02-28 | → |
| 921 | DAVINCI FINANCIAL DESIGNS LLC | 163362 | 100% | $222.8M | 5 | 2026-04-30 | → |
| 922 | CROSS BORDER WEALTH, LLC | 288330 | 100% | $221.9M | 7 | 2026-04-30 | → |
| 923 | ACACIA PARTNERS, LLC | 281887 | 100% | $220.7M | 5 | 2026-03-31 | → |
| 924 | CEDAR SPRINGS ADVISORS, LLC | 290855 | 100% | $220.7M | 5 | 2026-05-31 | → |
| 925 | ASSET MANAGEMENT STRATEGIES, INC. | 135173 | 100% | $220.2M | 8 | 2026-03-31 | → |
| 926 | CORNERSTONE ENTERPRISES, LLC | 324255 | 100% | $220.2M | 5 | 2026-02-28 | → |
| 927 | REICON WEALTH ADVISORS, LLC | 315043 | 100% | $220.1M | 5 | 2026-03-31 | → |
| 928 | E-WEALTH PARTNERS, LLC | 327053 | 100% | $218.7M | 5 | 2026-04-30 | → |
| 929 | OPPVEST, LLC | 296317 | 100% | $217.8M | 5 | 2026-03-31 | → |
| 930 | PRESCOTT ADVISORS, LLC | 283784 | 100% | $217.8M | 21 | 2026-03-31 | → |
| 931 | TUCKER'S FARM MANAGEMENT COMPANY I, L.P. | 333720 | 100% | $217.0M | 12 | 2026-05-31 | → |
| 932 | PALADIN WEALTH, LLC | 288387 | 100% | $216.9M | 7 | 2026-06-30 | → |
| 933 | LIFETIME WEALTH MANAGEMENT P.C. | 145492 | 100% | $216.9M | 5 | 2026-03-31 | → |
| 934 | AEGIS WEALTH MANAGEMENT, INC. | 301990 | 100% | $216.5M | 27 | 2026-06-30 | → |
| 935 | FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | 154136 | 100% | $216.4M | 20 | 2026-06-30 | → |
| 936 | ILLUMINE INVESTMENT MANAGEMENT, LLC | 311661 | 100% | $215.2M | 5 | 2026-02-28 | → |
| 937 | ALPHA WEALTH FUNDS, LLC | 150231 | 100% | $214.1M | 11 | 2026-06-30 | → |
| 938 | SUMMIT PORTFOLIO MANAGEMENT LLC | 111243 | 100% | $214.0M | 5 | 2026-06-30 | → |
| 939 | A4 WEALTH ADVISORS LLC | 152397 | 100% | $213.7M | 8 | 2026-05-31 | → |
| 940 | LARRY MATHIS FINANCIAL PLANNING, L.L.C. | 172858 | 100% | $212.8M | 5 | 2026-03-31 | → |
| 941 | GIBRALTAR WEALTH MANAGEMENT, LLC | 124128 | 100% | $212.7M | 5 | 2026-03-31 | → |
| 942 | SCHMIDT, JACOB AARON | 121034 | 100% | $212.6M | 7 | 2026-03-31 | → |
| 943 | SACKETT WEALTH ADVISORS, INC. | 289950 | 100% | $212.3M | 5 | 2026-03-31 | → |
| 944 | DIAMOND WEALTH MANAGEMENT, LLC | 288603 | 100% | $212.0M | 6 | 2026-03-31 | → |
| 945 | SKYLARK PRIVATE EQUITY PARTNERS, LP | 315174 | 100% | $211.4M | 7 | 2026-03-31 | → |
| 946 | FIDELIS WEALTH ADVISORS, LLC | 292551 | 100% | $210.4M | 5 | 2026-03-31 | → |
| 947 | INDEPENDENCE WEALTH ADVISORS, LLC | 306236 | 100% | $210.3M | 5 | 2026-06-30 | → |
| 948 | CORNERSTONE SECURITIES LLC | 140379 | 100% | $210.0M | 10 | 2026-04-30 | → |
| 949 | THE STANICH GROUP LLC | 282447 | 100% | $209.8M | 5 | 2026-03-31 | → |
| 950 | HIGHLAND RIM CAPITAL, L.P. | 331863 | 100% | $209.7M | 7 | 2026-06-30 | → |
| 951 | IMG WEALTH MANAGEMENT, INC. | 285966 | 100% | $209.7M | 7 | 2026-02-28 | → |
| 952 | FINANCIAL INVESTMENT TEAM, INC. | 145724 | 100% | $209.1M | 5 | 2026-02-28 | → |
| 953 | CAVU WEALTH MANAGEMENT INC. | 299089 | 100% | $208.8M | 7 | 2026-03-31 | → |
| 954 | CLARITY WEALTH DEVELOPMENT, LLC | 155103 | 100% | $208.6M | 5 | 2026-03-31 | → |
| 955 | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC | 290254 | 100% | $208.4M | 9 | 2026-02-28 | → |
| 956 | FFO INVESTMENTS LLC | 338887 | 100% | $207.1M | 5 | 2026-03-31 | → |
| 957 | MCKINLEY ALASKA PRIVATE INVESTMENT, LLC | 319075 | 100% | $206.2M | 6 | 2026-05-31 | → |
| 958 | F3 PARTNERS LLC | 333302 | 100% | $204.6M | 5 | 2026-06-30 | → |
| 959 | ALIANZA CORP. INVESTMENT ADVISOR | 323267 | 100% | $204.1M | 5 | 2026-06-30 | → |
| 960 | GEHRIG CAPITAL MANAGEMENT, INC. | 123250 | 100% | $203.9M | 5 | 2026-03-31 | → |
| 961 | HARKNESS CAPITAL MANAGEMENT LLC | 289882 | 100% | $203.8M | 10 | 2026-03-31 | → |
| 962 | ARIA GROWTH PARTNERS LP | 315978 | 100% | $203.6M | 5 | 2026-04-30 | → |
| 963 | MCDERMOTT INVESTMENT ADVISORS, LLC | 132221 | 100% | $203.3M | 10 | 2026-03-31 | → |
| 964 | BRASIL PLURAL INVESTMENT ADVISOR LLC | 288563 | 100% | $201.6M | 14 | 2026-05-31 | → |
| 965 | WINFOREST LLC | 329673 | 100% | $201.4M | 5 | 2026-06-30 | → |
| 966 | FULHAM & CO, INC. | 158374 | 100% | $200.2M | 11 | 2026-03-31 | → |
| 967 | ASPEN PRIVATE ADVISORS, LLC | 297639 | 100% | $199.9M | 5 | 2026-03-31 | → |
| 968 | CITY CAPITAL VENTURES, LLC | 314936 | 100% | $198.8M | 8 | 2026-03-31 | → |
| 969 | ENTASIS ASSET MANAGEMENT LLC | 282711 | 100% | $197.9M | 5 | 2026-03-31 | → |
| 970 | BRADLEY WEALTH LLC | 131808 | 100% | $196.7M | 5 | 2026-03-31 | → |
| 971 | STONETREE INVESTMENT PARTNERS LLC | 318477 | 100% | $195.7M | 6 | 2026-03-31 | → |
| 972 | VFPE ADVISORS LLC | 299829 | 100% | $195.6M | 6 | 2026-03-31 | → |
| 973 | PLAN LIFE & WEALTH MANAGEMENT, INC. | 44960 | 100% | $195.4M | 6 | 2026-03-31 | → |
| 974 | RMR WEALTH MANAGEMENT | 152266 | 100% | $195.4M | 7 | 2026-03-31 | → |
| 975 | CYPRESS RIDGE CAPITAL, L.P. | 322529 | 100% | $194.1M | 6 | 2026-06-30 | → |
| 976 | NEW CENTURY FINANCIAL GROUP, LLC | 104553 | 100% | $192.9M | 14 | 2025-11-30 | → |
| 977 | HAMPTON ROCK WEALTH MANAGEMENT I, LLC | 331682 | 100% | $192.4M | 6 | 2026-05-31 | → |
| 978 | VARIADIC LLC | 332389 | 100% | $191.4M | 10 | 2026-04-30 | → |
| 979 | GUARDIAN WEALTH PARTNERS, LLC | 310203 | 100% | $191.4M | 75 | 2026-06-30 | → |
| 980 | SOLUTIONS 4 WEALTH, LTD | 143248 | 100% | $189.4M | 5 | 2026-03-31 | → |
| 981 | BLUEROCK CREDIT FUND ADVISOR, LLC | 291770 | 100% | $189.1M | 11 | 2026-03-31 | → |
| 982 | ARGOSY-LIONBRIDGE MANAGEMENT, LLC | 325413 | 100% | $189.1M | 6 | 2026-03-31 | → |
| 983 | BLEDSOE ASSET MANAGEMENT, LLC | 145943 | 100% | $189.0M | 5 | 2026-04-30 | → |
| 984 | RJP INVESTMENT ADVISORS, LLP | 111536 | 100% | $188.7M | 5 | 2026-02-28 | → |
| 985 | CROSS STATE FINANCIAL GROUP LLC | 282011 | 100% | $188.3M | 10 | 2026-04-30 | → |
| 986 | KFG, LLC | 337331 | 100% | $188.1M | 10 | 2026-03-31 | → |
| 987 | ALVIN CLAY FINANCIAL ADVISORS, LLC | 226655 | 100% | $186.6M | 5 | 2026-05-31 | → |
| 988 | TOTAL WEALTH SERVICES, LLC | 331833 | 100% | $186.1M | 6 | 2026-03-31 | → |
| 989 | HUDSON PORTFOLIO MANAGEMENT LLC | 130021 | 100% | $185.9M | 5 | 2026-03-31 | → |
| 990 | THE KOCEN FINANCIAL GROUP, INC. | 112129 | 100% | $185.9M | 5 | 2026-03-31 | → |
| 991 | DIAMOND CLIENT GROUP, LLC | 310570 | 100% | $185.8M | 11 | 2026-03-31 | → |
| 992 | LOGIC WEALTH MANAGEMENT, LLC | 153453 | 100% | $184.7M | 9 | 2026-03-31 | → |
| 993 | VANHEEL MANAGEMENT LIMITED | 282064 | 100% | $184.7M | 8 | 2025-09-30 | → |
| 994 | SUMMIT FINANCIAL CONSULTING LLC | 126570 | 100% | $184.7M | 6 | 2026-04-30 | → |
| 995 | CLEANHILL PARTNERS LP | 338398 | 100% | $184.4M | 5 | 2026-06-30 | → |
| 996 | CLAYMORE CAPITAL PARTNERS, LLC | 309944 | 100% | $183.9M | 5 | 2026-06-30 | → |
| 997 | DPM CAPITAL LLC | 289313 | 100% | $183.3M | 6 | 2024-12-31 | → |
| 998 | JLENS | 331778 | 100% | $183.3M | 5 | 2025-10-31 | → |
| 999 | MILLER GESKO & CO INC. | 109671 | 100% | $183.1M | 5 | 2026-03-31 | → |
| 1000 | GEORGE M. HILLER COMPANIES, LLC | 112409 | 100% | $183.0M | 5 | 2026-03-31 | → |
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