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 | |
|---|---|---|---|---|---|---|---|
| 301 | CITYVIEW MANAGEMENT SERVICES, LLC | 158370 | 100% | $1.15B | 30 | 2026-03-31 | → |
| 302 | FINANCIAL PARTNERS GROUP, INC. | 288644 | 100% | $1.15B | 9 | 2026-03-31 | → |
| 303 | IRONVINE CAPITAL PARTNERS, LLC | 168892 | 100% | $1.14B | 5 | 2026-05-31 | → |
| 304 | FI3 FINANCIAL ADVISORS, LLC | 168005 | 100% | $1.14B | 21 | 2026-06-30 | → |
| 305 | IGNITE PLANNERS LLC | 289797 | 100% | $1.14B | 38 | 2026-05-31 | → |
| 306 | EDGE PRINCIPAL ADVISORS, LLC | 158273 | 100% | $1.13B | 11 | 2026-04-30 | → |
| 307 | INSIGHT WEALTH PARTNERS, LLC | 153635 | 100% | $1.12B | 16 | 2026-03-31 | → |
| 308 | FIDUCIARY FINANCIAL GROUP, LLC | 285681 | 100% | $1.12B | 10 | 2026-06-30 | → |
| 309 | MAR VISTA INVESTMENT PARTNERS, LLC | 144906 | 100% | $1.12B | 19 | 2026-03-31 | → |
| 310 | FINANCIAL ADVISORY CORPORATION | 105472 | 100% | $1.10B | 14 | 2026-02-28 | → |
| 311 | CS CAPITAL MANAGEMENT INC | 106492 | 100% | $1.09B | 7 | 2026-05-31 | → |
| 312 | SUMMIT PEAK INVESTMENTS, LLC | 310099 | 100% | $1.09B | 5 | 2026-03-31 | → |
| 313 | MESON QUANTITATIVE MANAGEMENT LLC | 332226 | 100% | $1.09B | 11 | 2026-03-31 | → |
| 314 | WESCAP MANAGEMENT GROUP, INC. | 104759 | 100% | $1.09B | 13 | 2026-03-31 | → |
| 315 | INTEGRATED INVESTMENT CONSULTANTS, LLC | 175299 | 100% | $1.08B | 10 | 2026-04-30 | → |
| 316 | KING WEALTH MANAGEMENT GROUP, LLC | 159550 | 100% | $1.08B | 8 | 2026-01-31 | → |
| 317 | BPS WEALTH ADVISORS, INC. | 106249 | 100% | $1.08B | 5 | 2026-04-30 | → |
| 318 | TREBUCHET CONSULTING, LLC | 166645 | 100% | $1.08B | 7 | 2026-04-30 | → |
| 319 | STERLING INVESTMENT ADVISORS LTD. | 140710 | 100% | $1.08B | 7 | 2026-03-31 | → |
| 320 | TRINITY ALPS CAPITAL PARTNERS, LP | 287741 | 100% | $1.07B | 6 | 2026-03-31 | → |
| 321 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | 100% | $1.06B | 6 | 2026-02-28 | → |
| 322 | TIMBER BAY PARTNERS, LLC | 286653 | 100% | $1.05B | 9 | 2026-06-30 | → |
| 323 | TBFM LLP | 109361 | 100% | $1.05B | 10 | 2025-03-31 | → |
| 324 | BRIDGEPORT FINANCIAL SOLUTIONS LLC | 325485 | 100% | $1.05B | 9 | 2026-06-30 | → |
| 325 | ASHE CAPITAL MANAGEMENT, LP | 169616 | 100% | $1.04B | 5 | 2026-03-31 | → |
| 326 | MODERN PORTFOLIO MANAGEMENT INC | 104926 | 100% | $1.04B | 18 | 2026-05-31 | → |
| 327 | PENINSULA CAPITAL PARTNERS, L.L.C. | 157354 | 100% | $1.04B | 14 | 2026-04-30 | → |
| 328 | PROSIGHT MANAGEMENT, LP | 148791 | 100% | $1.04B | 5 | 2026-03-31 | → |
| 329 | BAY POINT ADVISORS, LLC | 286050 | 100% | $1.03B | 29 | 2026-03-31 | → |
| 330 | VESTWELL ADVISORS LLC | 284173 | 100% | $1.03B | 30 | 2026-04-30 | → |
| 331 | BASS AND BELL, INC. | 300557 | 100% | $1.02B | 6 | 2026-03-31 | → |
| 332 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | 149842 | 100% | $1.02B | 9 | 2026-03-31 | → |
| 333 | ASSET ALLOCATION STRATEGIES, LLC | 152339 | 100% | $1.02B | 45 | 2026-03-31 | → |
| 334 | MCD-KISSNER GP, LLC | 336165 | 100% | $1.02B | 5 | 2026-03-31 | → |
| 335 | JT STRATFORD, LLC | 155629 | 100% | $1.01B | 18 | 2026-03-31 | → |
| 336 | ARCHER INVESTMENT CORPORATION | 136403 | 100% | $1.01B | 80 | 2026-03-31 | → |
| 337 | THE NORTHSTAR GROUP, INC. | 110409 | 100% | $1.01B | 6 | 2026-03-31 | → |
| 338 | RENOVO CAPITAL, LLC | 164144 | 100% | $1.01B | 14 | 2026-03-31 | → |
| 339 | AIRE ADVISORS, LLC | 307450 | 100% | $1.01B | 9 | 2026-06-30 | → |
| 340 | EVEREST FINANCIAL GROUP LLC | 137260 | 100% | $1.00B | 12 | 2026-03-31 | → |
| 341 | PASSIVE CAPITAL MANAGEMENT, LLC | 142870 | 100% | $996.9M | 8 | 2026-01-31 | → |
| 342 | BROWN | MILLER WEALTH MANAGEMENT, LLC | 305742 | 100% | $991.1M | 11 | 2026-04-30 | → |
| 343 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | 135288 | 100% | $986.3M | 49 | 2026-03-31 | → |
| 344 | VISTASHARES ADVISORS LLC | 331812 | 100% | $984.0M | 6 | 2026-03-31 | → |
| 345 | SUMMIT X | 282502 | 100% | $978.7M | 22 | 2025-03-31 | → |
| 346 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 290329 | 100% | $978.6M | 7 | 2026-06-30 | → |
| 347 | ASTORIA PORTFOLIO ADVISORS LLC | 288271 | 100% | $977.6M | 9 | 2026-03-31 | → |
| 348 | KEYFRAME CAPITAL PARTNERS, L.P. | 305812 | 100% | $977.3M | 8 | 2026-03-31 | → |
| 349 | REVIVAL HEALTHCARE CAPITAL LLC | 315069 | 100% | $964.3M | 12 | 2026-03-31 | → |
| 350 | BOONE CAPITAL MANAGEMENT LLC | 316230 | 100% | $963.2M | 5 | 2026-03-31 | → |
| 351 | INTELLIGENT WEALTH SOLUTIONS LLC | 300403 | 100% | $961.0M | 6 | 2026-03-31 | → |
| 352 | FOLIUM CAPITAL LP | 284801 | 100% | $960.3M | 10 | 2026-03-31 | → |
| 353 | SMI ADVISORY SERVICES, LLC | 137872 | 100% | $949.0M | 5 | 2026-01-31 | → |
| 354 | DISCIPLINED INVESTORS, L.L.C. | 114614 | 100% | $941.6M | 8 | 2026-03-31 | → |
| 355 | PCG WEALTH ADVISORS, LLC | 290977 | 100% | $931.1M | 24 | 2026-06-30 | → |
| 356 | STRATEGY ASSET MANAGERS L.L.C. | 109939 | 100% | $930.1M | 10 | 2026-06-30 | → |
| 357 | INVESTMARK ADVISORY GROUP LLC | 121060 | 100% | $929.7M | 10 | 2026-03-31 | → |
| 358 | GLASS JACOBSON INVESTMENT ADVISORS, LLC | 120141 | 100% | $928.0M | 9 | 2026-03-31 | → |
| 359 | STRATEGIC FINANCIAL CONCEPTS, LLC | 141849 | 100% | $927.7M | 41 | 2026-06-30 | → |
| 360 | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | 108030 | 100% | $918.6M | 9 | 2026-06-30 | → |
| 361 | OLD WEST INVESTMENT MANAGEMENT, LLC | 148343 | 100% | $915.7M | 8 | 2026-03-31 | → |
| 362 | EXTRACT ADVISORS LLC | 285535 | 100% | $914.4M | 9 | 2026-03-31 | → |
| 363 | BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC | 312797 | 100% | $911.7M | 1,096 | 2026-03-31 | → |
| 364 | FONVILLE WEALTH MANAGEMENT LLC | 155221 | 100% | $909.6M | 12 | 2026-05-31 | → |
| 365 | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 13609 | 100% | $906.4M | 100 | 2026-03-31 | → |
| 366 | HOLOWESKO PARTNERS LTD. | 155703 | 100% | $904.1M | 13 | 2026-03-31 | → |
| 367 | TRIMER CAPITAL MANAGEMENT LP | 319428 | 100% | $901.5M | 6 | 2026-06-30 | → |
| 368 | BEACON FINANCIAL ADVISORY LLC | 174334 | 100% | $900.7M | 13 | 2026-03-31 | → |
| 369 | WEALTHTRUST AXIOM, LLC | 145186 | 100% | $899.6M | 5 | 2026-03-31 | → |
| 370 | TRANQUILITY PARTNERS, LLC | 283478 | 100% | $897.0M | 7 | 2026-02-28 | → |
| 371 | KEY CLIENT FIDUCIARY ADVISORS, LLC | 298240 | 100% | $896.3M | 10 | 2026-03-31 | → |
| 372 | THE MILLSTONE EVANS GROUP, LLC | 311142 | 100% | $893.3M | 8 | 2026-05-31 | → |
| 373 | WESBANCO BANK, INC. | 111907 | 100% | $892.6M | 13 | 2026-03-31 | → |
| 374 | REMY INVESTORS & CONSULTANTS, LLC | 326958 | 100% | $887.6M | 6 | 2026-05-31 | → |
| 375 | ROBERT HARRELL INCORPORATED | 106191 | 100% | $885.3M | 5 | 2026-03-31 | → |
| 376 | MILESTONE INVESTMENT ADVISORS, LLC | 168429 | 100% | $877.6M | 7 | 2026-05-31 | → |
| 377 | SANDGLASS CAPITAL ADVISORS LLC | 299418 | 100% | $873.7M | 16 | 2026-03-31 | → |
| 378 | SECURE ASSET MANAGEMENT, L.L.C. | 144046 | 100% | $870.6M | 54 | 2026-06-30 | → |
| 379 | PINE VALLEY CAPITAL PARTNERS LLC | 330556 | 100% | $869.6M | 10 | 2026-03-31 | → |
| 380 | ASPEN RENEWABLE INVESTMENTS, L.L.C. | 334812 | 100% | $868.4M | 6 | 2026-04-30 | → |
| 381 | THE MARSHALL FINANCIAL GROUP, INC | 110935 | 100% | $866.4M | 20 | 2025-03-31 | → |
| 382 | CANTON HATHAWAY LLC | 297527 | 100% | $866.1M | 5 | 2026-03-31 | → |
| 383 | GRANITE FO, LLC | 323432 | 100% | $865.6M | 5 | 2026-03-31 | → |
| 384 | CARSON ADVISORY, INC. | 117410 | 100% | $864.9M | 7 | 2026-04-30 | → |
| 385 | BACKCAST PARTNERS MANAGEMENT LLC | 291785 | 100% | $864.4M | 16 | 2026-03-31 | → |
| 386 | KEYSTONE WEALTH SERVICES, LLC | 301924 | 100% | $860.7M | 11 | 2026-02-28 | → |
| 387 | BRIDGEINVEST LLC | 307343 | 100% | $858.6M | 33 | 2026-03-31 | → |
| 388 | DELTA INVESTMENT MANAGEMENT, LLC | 149596 | 100% | $856.7M | 25 | 2026-04-30 | → |
| 389 | ESTUARY CAPITAL MANAGEMENT LP | 323379 | 100% | $853.9M | 13 | 2026-03-31 | → |
| 390 | RIVERGLADE CAPITAL MANAGEMENT, L.P. | 290557 | 100% | $846.9M | 12 | 2026-03-31 | → |
| 391 | LIGHTHOUSE WEALTH STRATEGIES, LLC | 299334 | 100% | $844.4M | 13 | 2026-03-31 | → |
| 392 | NOVACAP MANAGEMENT FINANCIAL SERVICES INC. | 327205 | 100% | $834.8M | 12 | 2026-03-31 | → |
| 393 | KFA PRIVATE WEALTH GROUP, LLC | 281678 | 100% | $830.0M | 11 | 2026-03-31 | → |
| 394 | PETERSON WEALTH ADVISORS, LLC | 146349 | 100% | $829.7M | 13 | 2026-04-30 | → |
| 395 | FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC | 285836 | 100% | $829.2M | 25 | 2026-03-31 | → |
| 396 | MASON & ASSOCIATES, INC. | 141303 | 100% | $828.7M | 8 | 2026-01-31 | → |
| 397 | KENNERMAN ASSOCIATE INC | 105696 | 100% | $825.5M | 6 | 2026-02-28 | → |
| 398 | ALBITZ/MILOE AND ASSOCIATES, INC. | 104777 | 100% | $820.6M | 5 | 2026-03-31 | → |
| 399 | LNC MANAGEMENT, LLC | 319581 | 100% | $820.3M | 16 | 2026-03-31 | → |
| 400 | ELYXIUM WEALTH LLC | 328603 | 100% | $819.0M | 6 | 2026-05-31 | → |
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