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 | |
|---|---|---|---|---|---|---|---|
| 501 | GRADIENT SECURITIES, LLC | 127701 | 100% | $607.9M | 67 | 2026-04-30 | → |
| 502 | ARCAPITA INVESTMENT MANAGEMENT US INC. | 168148 | 100% | $607.3M | 8 | 2026-05-31 | → |
| 503 | THE ENTERPRISE INVESTMENT COMPANY | 116889 | 100% | $607.1M | 7 | 2026-04-30 | → |
| 504 | DESTINY FAMILY OFFICE | 338015 | 100% | $605.1M | 7 | 2026-06-30 | → |
| 505 | DUNHILL FINANCIAL, LLC | 288211 | 100% | $601.7M | 11 | 2026-06-30 | → |
| 506 | SEQUOIA WEALTH MANAGEMENT, LLC | 170543 | 100% | $599.6M | 16 | 2026-03-31 | → |
| 507 | PRAETORIAN WEALTH MANAGEMENT, INC. | 147814 | 100% | $598.7M | 8 | 2026-01-31 | → |
| 508 | POEHLING CAPITAL MANAGEMENT, INC. | 131668 | 100% | $591.3M | 6 | 2026-02-28 | → |
| 509 | EVERPAR ADVISORS LLC | 326468 | 100% | $587.8M | 9 | 2026-02-28 | → |
| 510 | KIRR, MARBACH & COMPANY, LLC | 104634 | 100% | $587.7M | 7 | 2026-03-31 | → |
| 511 | CASTLE ROCK WEALTH MANAGEMENT, LLC | 199513 | 100% | $587.1M | 7 | 2026-03-31 | → |
| 512 | CITYMARK CAPITAL MANAGEMENT COMPANY LLC | 291405 | 100% | $582.8M | 12 | 2026-04-30 | → |
| 513 | ARMADILLO LITIGATION FUNDING LLC | 310764 | 100% | $581.4M | 7 | 2026-03-31 | → |
| 514 | TWO ROADS PARTNERS MANAGEMENT, LP | 326470 | 100% | $578.9M | 13 | 2026-03-31 | → |
| 515 | INFINEDI PARTNERS, LP | 298191 | 100% | $577.3M | 5 | 2026-03-31 | → |
| 516 | FSA ADVISORS, INC. | 286251 | 100% | $573.4M | 31 | 2026-03-31 | → |
| 517 | LIFESTYLE ASSET MANAGEMENT, INC. | 157450 | 100% | $571.2M | 13 | 2026-01-31 | → |
| 518 | ACT WEALTH MANAGEMENT, LLC | 155131 | 100% | $568.8M | 5 | 2026-02-28 | → |
| 519 | RIA ADVISORY GROUP, LLC | 152566 | 100% | $568.4M | 25 | 2026-06-30 | → |
| 520 | FCG INVESTMENT COMPANY | 308192 | 100% | $568.2M | 10 | 2026-02-28 | → |
| 521 | PIER 88 INVESTMENT PARTNERS, LLC | 169316 | 100% | $568.0M | 5 | 2026-03-31 | → |
| 522 | MIDWEST FINANCIAL GROUP LLC | 175288 | 100% | $566.1M | 9 | 2026-02-28 | → |
| 523 | EQUINUM, LLC | 304350 | 100% | $566.0M | 5 | 2026-04-30 | → |
| 524 | BROOKLYN FI, LLC | 292115 | 100% | $563.1M | 10 | 2026-06-30 | → |
| 525 | ACORN WEALTH ADVISORS, LLC | 170462 | 100% | $561.4M | 5 | 2026-06-30 | → |
| 526 | RETIRERIGHT, LLC | 300925 | 100% | $561.1M | 5 | 2026-03-31 | → |
| 527 | A & I FINANCIAL SERVICES, LLC | 148357 | 100% | $560.0M | 9 | 2026-04-30 | → |
| 528 | OCEAN PATH ADVISORS, LLC | 338933 | 100% | $559.5M | 6 | 2026-06-30 | → |
| 529 | M. KRAUS & COMPANY | 106749 | 100% | $559.3M | 5 | 2026-03-31 | → |
| 530 | GUIDANCE POINT ADVISORS, LLC | 148768 | 100% | $558.3M | 5 | 2026-02-28 | → |
| 531 | F&V CAPITAL MANAGEMENT, L.L.C. | 146399 | 100% | $557.8M | 7 | 2026-02-28 | → |
| 532 | NORTHRIM ADVISER, LLC | 306796 | 100% | $556.0M | 12 | 2026-03-31 | → |
| 533 | LANSING STREET ADVISORS LLC | 306882 | 100% | $555.0M | 5 | 2026-05-31 | → |
| 534 | SARASIN ASSET MANAGEMENT LIMITED | 115788 | 100% | $555.0M | 7 | 2026-03-31 | → |
| 535 | ASSET PLANNING, INC | 111535 | 100% | $553.5M | 5 | 2026-01-31 | → |
| 536 | AMICUS FINANCIAL ADVISORS, LLC | 131315 | 100% | $550.9M | 19 | 2026-03-31 | → |
| 537 | TERRAMONT INFRASTRUCTURE MANAGEMENT LLC | 317282 | 100% | $549.9M | 6 | 2026-03-31 | → |
| 538 | TSW II CAPITAL ADVISORS, LLC | 157380 | 100% | $544.5M | 7 | 2026-03-31 | → |
| 539 | FAROL INVESTMENT ADVISERS LP | 166565 | 100% | $543.7M | 5 | 2026-03-31 | → |
| 540 | TANDEM FINANCIAL, LLC | 292565 | 100% | $541.8M | 6 | 2026-06-30 | → |
| 541 | ACCESS WEALTH PLANNING, LLC | 112973 | 100% | $539.1M | 6 | 2026-03-31 | → |
| 542 | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 140551 | 100% | $538.8M | 7 | 2026-03-31 | → |
| 543 | BUSKA WEALTH MANAGEMENT, LLC | 170627 | 100% | $538.7M | 8 | 2026-06-30 | → |
| 544 | ALPHA PARTNERS MANAGEMENT, LLC | 286141 | 100% | $537.5M | 10 | 2026-03-31 | → |
| 545 | NOVAPOINT CAPITAL LLC | 173663 | 100% | $536.2M | 6 | 2026-03-31 | → |
| 546 | NATIONAL WEALTH MANAGEMENT GROUP, LLC | 174883 | 100% | $534.9M | 18 | 2026-04-30 | → |
| 547 | PEIRCE CAPITAL MANAGEMENT, LLC | 142654 | 100% | $534.1M | 5 | 2026-03-31 | → |
| 548 | CIMARRON HEALTHCARE CAPITAL, LLC | 282387 | 100% | $532.7M | 7 | 2026-03-31 | → |
| 549 | SARDIS GROUP, LLC | 333854 | 100% | $531.2M | 6 | 2026-03-31 | → |
| 550 | CH GLOBAL CAPITAL MANAGEMENT, LLC | 283431 | 100% | $529.1M | 5 | 2026-03-31 | → |
| 551 | DLK INVESTMENT MANAGEMENT | 149096 | 100% | $524.0M | 5 | 2026-03-31 | → |
| 552 | VOYA INVESTMENT MANAGEMENT (UK) LIMITED | 319170 | 100% | $522.1M | 10 | 2026-03-31 | → |
| 553 | DG CAPITAL MANAGEMENT, LLC | 157258 | 100% | $521.9M | 11 | 2026-05-31 | → |
| 554 | 5TH CENTURY PARTNERS LP | 313522 | 100% | $521.2M | 14 | 2026-03-31 | → |
| 555 | SIX COLUMNS CAPITAL, LP | 306039 | 100% | $518.8M | 5 | 2024-12-31 | → |
| 556 | CID CAPITAL II, INC. | 160776 | 100% | $515.8M | 12 | 2026-03-31 | → |
| 557 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 318842 | 100% | $515.4M | 6 | 2026-03-31 | → |
| 558 | PRISM ADVISORS, INC. | 286474 | 100% | $515.1M | 5 | 2026-03-31 | → |
| 559 | LONG RUN WEALTH ADVISORS, LLC | 311415 | 100% | $514.2M | 7 | 2026-01-31 | → |
| 560 | SEARCY FINANCIAL SERVICES, INC. | 105807 | 100% | $514.0M | 9 | 2026-05-31 | → |
| 561 | SYSTIMA CAPITAL MANAGEMENT LLC | 168318 | 100% | $512.6M | 7 | 2026-03-31 | → |
| 562 | LEO WEALTH AMERICAS, LLC | 338799 | 100% | $512.3M | 21 | 2026-06-30 | → |
| 563 | OWNER RESOURCE GROUP, LLC | 164028 | 100% | $511.1M | 16 | 2026-04-30 | → |
| 564 | HORIZON ADVISORY SERVICES, INC. | 305239 | 100% | $510.2M | 9 | 2026-06-30 | → |
| 565 | NEBARI PARTNERS, LLC | 295859 | 100% | $509.7M | 11 | 2026-05-31 | → |
| 566 | ASPIRE PRIVATE CAPITAL, LLC | 154116 | 100% | $509.7M | 9 | 2026-03-31 | → |
| 567 | IBN ASSET MANAGEMENT, LLC | 290114 | 100% | $508.2M | 6 | 2026-03-31 | → |
| 568 | GARDEN INVESTMENT MANAGEMENT, L.P. | 330358 | 100% | $507.7M | 8 | 2026-03-31 | → |
| 569 | BLACKSAND CAPITAL, LLC | 291612 | 100% | $506.3M | 7 | 2026-03-31 | → |
| 570 | HFG WEALTH MANAGEMENT, LLC | 148406 | 100% | $505.6M | 6 | 2026-03-31 | → |
| 571 | MULTIPLIER CAPITAL, LLC | 281209 | 100% | $503.0M | 14 | 2026-06-30 | → |
| 572 | RUEDI WEALTH MANAGEMENT, INC. | 173262 | 100% | $498.0M | 5 | 2026-04-30 | → |
| 573 | STERLING WEALTH MANAGEMENT, INC. | 131304 | 100% | $494.6M | 7 | 2026-03-31 | → |
| 574 | BASIN OIL AND GAS MANAGEMENT, LP | 289099 | 100% | $492.7M | 8 | 2026-03-31 | → |
| 575 | HANC WEALTH MANAGEMENT, LLC | 249789 | 100% | $492.1M | 5 | 2026-04-30 | → |
| 576 | PACES FERRY WEALTH ADVISORS, LLC | 300057 | 100% | $491.2M | 6 | 2026-03-31 | → |
| 577 | POSTROCK PARTNERS LLC | 328865 | 100% | $489.1M | 5 | 2026-05-31 | → |
| 578 | ONE DEGREE ADVISORS, INC. | 170392 | 100% | $489.0M | 6 | 2026-05-31 | → |
| 579 | HRC WEALTH MANAGEMENT, LLC | 117212 | 100% | $487.4M | 8 | 2026-03-31 | → |
| 580 | JOHNSON & WHITE WEALTH MANAGEMENT LLC | 169795 | 100% | $484.6M | 7 | 2026-02-28 | → |
| 581 | VANTAGE POINT FINANCIAL LLC | 305016 | 100% | $484.6M | 17 | 2026-05-31 | → |
| 582 | MOUNTAIN PACIFIC ADVISORS, LLC | 151666 | 100% | $484.3M | 6 | 2026-03-31 | → |
| 583 | ASTORIA STRATEGIC WEALTH, INC. | 113510 | 100% | $482.5M | 7 | 2026-02-28 | → |
| 584 | EMET CAPITAL MANAGEMENT, LLC | 167047 | 100% | $481.8M | 10 | 2026-03-31 | → |
| 585 | IP FINANCIAL ADVISORY SERVICES LLC | 305772 | 100% | $481.4M | 112 | 2026-06-30 | → |
| 586 | AUREON PARTNERS LLC | 338348 | 100% | $481.0M | 7 | 2026-03-31 | → |
| 587 | SFW CAPITAL PARTNERS, L.P. | 160561 | 100% | $476.8M | 6 | 2026-04-30 | → |
| 588 | ANDRA CAPITAL LLC | 314080 | 100% | $476.5M | 5 | 2026-02-28 | → |
| 589 | BCP ADVISORS LLC | 157973 | 100% | $475.3M | 5 | 2026-03-31 | → |
| 590 | MARKOWSKI BROTHERS HOLDING CORPORATION | 141883 | 100% | $473.9M | 11 | 2026-03-31 | → |
| 591 | BRIGHTSIDE CAPITAL PARTNERS LLC | 338288 | 100% | $472.8M | 12 | 2026-03-31 | → |
| 592 | SAND CREEK CAPITAL, LLC | 326719 | 100% | $471.2M | 8 | 2026-06-30 | → |
| 593 | CHESAPEAKE ASSET MANAGEMENT LLC | 108994 | 100% | $468.8M | 5 | 2026-04-30 | → |
| 594 | CAPCO ASSET MANAGEMENT, LLC | 141325 | 100% | $468.6M | 5 | 2026-03-31 | → |
| 595 | FORTITUDE ADVISORY GROUP L.L.C. | 116083 | 100% | $467.5M | 15 | 2026-03-31 | → |
| 596 | NORTH BRANCH CAPITAL MANAGEMENT, L.P. | 307344 | 100% | $467.5M | 8 | 2026-04-30 | → |
| 597 | EDGEWATER CAPITAL MANAGEMENT, LLC | 162735 | 100% | $466.8M | 18 | 2026-05-31 | → |
| 598 | DESTRA CAPITAL ADVISORS LLC | 148574 | 100% | $463.8M | 12 | 2026-03-31 | → |
| 599 | MONARCH WEALTH STRATEGIES | 136029 | 100% | $463.5M | 7 | 2026-03-31 | → |
| 600 | TRUMAN CAPITAL ADVISORS, LP | 156659 | 100% | $462.0M | 15 | 2026-04-30 | → |
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