Research Report · 2026-06-30
Registered Investment Advisers with the Highest Wealth Assets per Client
SEC-registered investment advisers ranked by wealth assets / client.
Firms
1,000
Total AUM
$21.44T
Median AUM
$891.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Assets / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $24.3M | $10.79B | 221 | 2026-05-31 | → |
| 202 | GRANVILLE CAPITAL, INC. | 126679 | $24.1M | $1.37B | 9 | 2026-03-31 | → |
| 203 | MARK ASSET MANAGEMENT LP | 105691 | $23.9M | $1.14B | 9 | 2026-04-30 | → |
| 204 | DIKER MANAGEMENT LLC | 119786 | $23.8M | $430.0M | 7 | 2026-03-31 | → |
| 205 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $23.6M | $23.84B | 110 | 2026-06-30 | → |
| 206 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $23.6M | $23.33B | 156 | 2026-03-31 | → |
| 207 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | $23.5M | $5.83B | 44 | 2026-03-31 | → |
| 208 | OAKMONT CORPORATION | 112337 | $23.4M | $2.22B | 35 | 2026-03-31 | → |
| 209 | ELEMENT POINTE ADVISORS, LLC | 282750 | $23.3M | $1.22B | 11 | 2026-05-31 | → |
| 210 | RJA ASSET MANAGEMENT LLC | 153428 | $23.1M | $588.9M | 8 | 2026-05-31 | → |
| 211 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $23.1M | $150.40B | 254 | 2026-03-31 | → |
| 212 | TERRAFORM WEALTH, LLC | 325530 | $23.0M | $207.5M | 2 | 2026-03-31 | → |
| 213 | CURATED WEALTH PARTNERS, LLC | 297852 | $23.0M | $1.76B | 12 | 2026-03-31 | → |
| 214 | SAFE HARBOR FAMILY CAPITAL, LLC | 317547 | $22.7M | $613.9M | 3 | 2026-03-31 | → |
| 215 | ARI GROUP, LLC | 286049 | $22.7M | $132.8M | 4 | 2026-02-28 | → |
| 216 | FAMILY FINANCIAL SOLUTIONS GROUP, LLC | 172725 | $22.6M | $500.7M | 1 | 2026-03-31 | → |
| 217 | EICHNER INVESTMENT PLANNING, LLC | 128215 | $22.6M | $692.1M | 1 | 2026-03-31 | → |
| 218 | TURTLE CREEK WEALTH ADVISORS, LLC | 322998 | $22.6M | $2.76B | 26 | 2026-06-30 | → |
| 219 | SIVIA CAPITAL PARTNERS, LLC | 170413 | $22.5M | $1.24B | 5 | 2026-06-30 | → |
| 220 | COLLABORATIVE CAPITAL ADVISORS LLC | 337588 | $22.5M | $387.8M | 5 | 2026-05-31 | → |
| 221 | BASSO CAPITAL MANAGEMENT, L.P. | 132311 | $22.4M | $2.56B | 12 | 2026-05-31 | → |
| 222 | DREAM CAPITAL ADVISORS, LLC | 142788 | $22.4M | $695.3M | 2 | 2026-03-31 | → |
| 223 | DODGE & COX | 104596 | $22.2M | $466.56B | 336 | 2026-04-30 | → |
| 224 | LINEPOINT PARTNERS & CO., LLC | 332598 | $21.7M | $572.1M | 8 | 2026-03-31 | → |
| 225 | SAGE MOUNTAIN ADVISORS, LLC | 298593 | $21.6M | $4.29B | 31 | 2026-03-31 | → |
| 226 | THE CYNOSURE GROUP | 281399 | $21.6M | $9.85B | 71 | 2026-03-31 | → |
| 227 | MMBG INVESTMENT ADVISORS CO. | 285263 | $21.6M | $2.98B | 14 | 2026-03-31 | → |
| 228 | INFLECTION CAPITAL MANAGEMENT, LLC | 333157 | $21.5M | $365.6M | 9 | 2026-04-30 | → |
| 229 | ROGER WITTLIN INVESTMENT ADVISORY, LLC | 292577 | $21.4M | $348.5M | 4 | 2026-03-31 | → |
| 230 | MB FAMILY ADVISORS, LLC | 166324 | $21.2M | $204.1M | 2 | 2026-03-31 | → |
| 231 | GREENWOOD FAMILY ADVISORS LLC | 304820 | $21.0M | $327.1M | 3 | 2026-02-28 | → |
| 232 | ESSEX RIDGE CAPITAL GROUP, LLC | 145795 | $20.9M | $146.3M | 2 | 2026-02-28 | → |
| 233 | WINDROSE ADVISORS LLC | 152145 | $20.8M | $2.67B | 23 | 2026-03-31 | → |
| 234 | FIRST ENDOWMENT DEVELOPMENT CORP | 105335 | $20.8M | $2.80B | 16 | 2026-05-31 | → |
| 235 | NICHOLS & PRATT ADVISERS LLP | 107113 | $20.7M | $2.43B | 20 | 2026-03-31 | → |
| 236 | SCG ASSET MANAGEMENT LLC | 311843 | $20.7M | $158.7M | 6 | 2026-03-31 | → |
| 237 | PAYDEN & RYGEL | 107160 | $20.6M | $158.23B | 194 | 2026-03-31 | → |
| 238 | ASCEND INTERPLAY, LLC | 317344 | $20.5M | $390.2M | 7 | 2026-06-30 | → |
| 239 | REMY INVESTORS & CONSULTANTS, LLC | 326958 | $20.5M | $887.6M | 6 | 2026-05-31 | → |
| 240 | THE CARROLL GROUP, INC. | 146977 | $20.4M | $163.4M | 3 | 2026-03-31 | → |
| 241 | BMB ADVISERS LLC | 118410 | $20.4M | $655.8M | 3 | 2026-03-31 | → |
| 242 | UNISON ADVISORS LLC | 155470 | $20.3M | $2.02B | 1 | 2026-03-31 | → |
| 243 | BANYAN TREE ASSET MANAGEMENT, LLC | 168384 | $20.3M | $1.03B | 5 | 2026-04-30 | → |
| 244 | TFO FAMILY OFFICE PARTNERS, LLC | 159440 | $20.3M | $5.04B | 88 | 2026-06-30 | → |
| 245 | SIERRA CAPITAL LLC | 110129 | $20.2M | $1.61B | 8 | 2026-06-30 | → |
| 246 | RWR INVESTMENTS LLC | 157966 | $20.0M | $170.9M | 4 | 2026-05-31 | → |
| 247 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $19.8M | $10.47B | 42 | 2026-03-31 | → |
| 248 | FRIEDLANDER & CO INC | 105150 | $19.8M | $564.8M | 1 | 2026-02-28 | → |
| 249 | HARBOR ISLAND CAPITAL LLC | 107457 | $19.8M | $277.6M | 2 | 2026-06-30 | → |
| 250 | CITI GLOBAL ALTERNATIVES, LLC | 324457 | $19.7M | $24.39B | 91 | 2025-07-31 | → |
| 251 | ORCHID ADVISORY, LLC | 327750 | $19.7M | $295.7M | 4 | 2026-06-30 | → |
| 252 | NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | $19.6M | $8.26B | 26 | 2026-03-31 | → |
| 253 | SOUTHEASTERN ASSET MANAGEMENT INC. | 105276 | $19.6M | $3.70B | 29 | 2026-03-31 | → |
| 254 | NEW LEGACY GROUP, LLC | 160969 | $19.6M | $1.28B | 17 | 2026-06-30 | → |
| 255 | SEVEN BRIDGES ADVISORS LLC | 158722 | $19.5M | $4.61B | 23 | 2026-06-30 | → |
| 256 | LAVACA CAPITAL, LLC | 167238 | $19.3M | $927.1M | 4 | 2026-03-31 | → |
| 257 | BONAVENTURE CAPITAL, LLC | 120780 | $19.2M | $493.8M | 3 | 2026-03-31 | → |
| 258 | PORTOLAN CAPITAL MANAGEMENT, LLC | 157542 | $19.1M | $2.02B | 12 | 2026-04-30 | → |
| 259 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $19.0M | $15.52B | 97 | 2026-03-31 | → |
| 260 | GENTRUST, LLC | 158369 | $19.0M | $5.20B | 40 | 2026-03-31 | → |
| 261 | NDURE GLOBAL LLC | 327280 | $19.0M | $436.7M | 1 | 2026-03-31 | → |
| 262 | GEORGINA ASSET MANAGEMENT LLC | 107949 | $18.7M | $357.8M | 3 | 2025-03-31 | → |
| 263 | WEALTHVALUES, LLC | 140004 | $18.7M | $466.5M | 5 | 2026-03-31 | → |
| 264 | SYMPHONY WEALTH MANAGEMENT, LLC. | 283794 | $18.6M | $111.7M | 3 | 2026-04-30 | → |
| 265 | ABS LEGACY PARTNERS, LLC | 325604 | $18.4M | $670.8M | 3 | 2026-03-31 | → |
| 266 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $18.4M | $10.18B | 32 | 2026-03-31 | → |
| 267 | CHADDS FORD WEALTH PARTNERS, LLC | 304159 | $18.4M | $1.33B | 3 | 2026-03-31 | → |
| 268 | AZTLAN EQUITY MANAGEMENT, LLC | 286360 | $18.2M | $851.1M | 10 | 2026-03-31 | → |
| 269 | VERA LAKE CAPITAL, LLC | 341142 | $18.0M | $180.4M | 3 | 2026-06-30 | → |
| 270 | PARCION PRIVATE WEALTH LLC | 305115 | $17.9M | $2.95B | 28 | 2026-03-31 | → |
| 271 | SSI INVESTMENT MANAGEMENT LLC | 104889 | $17.8M | $2.55B | 25 | 2026-03-31 | → |
| 272 | INDEPENDENT FAMILY OFFICE, LLC | 144811 | $17.7M | $760.1M | 19 | 2026-04-30 | → |
| 273 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $17.7M | $10.88B | 34 | 2026-03-31 | → |
| 274 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | 111838 | $17.6M | $9.26B | 93 | 2026-03-31 | → |
| 275 | SACHEM INVESTMENT COUNSEL LLC | 169332 | $17.6M | $231.1M | 1 | 2026-03-31 | → |
| 276 | PITCAIRN WEALTH ADVISORS LLC | 333260 | $17.5M | $5.87B | 62 | 2026-03-31 | → |
| 277 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $17.5M | $28.33B | 175 | 2026-03-31 | → |
| 278 | CSM CAPITAL CORPORATION | 129789 | $17.5M | $1.85B | 9 | 2026-03-31 | → |
| 279 | ARBION LIMITED | 155663 | $17.5M | $2.23B | 32 | 2026-03-31 | → |
| 280 | SOLSTEIN CAPITAL, LLC | 157888 | $17.5M | $801.8M | 6 | 2026-03-31 | → |
| 281 | PARADIGM CAPITAL MANAGEMENT, INC. | 107982 | $17.5M | $2.38B | 12 | 2026-03-31 | → |
| 282 | ERGUZ, LLC | 168009 | $17.4M | $889.0M | 1 | 2026-03-31 | → |
| 283 | MINERVA ADVISORS LLC | 161408 | $17.4M | $321.0M | 4 | 2026-03-31 | → |
| 284 | STRATEGIC PROBABILITY PARTNERS, LLC | 174441 | $17.3M | $138.6M | 2 | 2026-03-31 | → |
| 285 | 4SIGHT WEALTH ADVISORS LLC | 286127 | $17.3M | $121.2M | 1 | 2026-05-31 | → |
| 286 | ANCHYRA PARTNERS LLC | 335467 | $17.2M | $689.2M | 5 | 2026-03-31 | → |
| 287 | CLIFFWATER LLC | 132167 | $17.2M | $48.51B | 213 | 2026-05-31 | → |
| 288 | J. STERN & CO. LLP | 323871 | $17.1M | $2.23B | 42 | 2026-06-30 | → |
| 289 | BROWNSON, REHMUS & FOXWORTH, INC. | 110608 | $17.1M | $4.79B | 26 | 2026-03-31 | → |
| 290 | KEARNS & ASSOCIATES LLC | 157449 | $17.1M | $1.18B | 2 | 2026-03-31 | → |
| 291 | HAWTHORN CAPITAL MANAGEMENT, LLC | 140752 | $17.1M | $141.1M | 1 | 2026-03-31 | → |
| 292 | BLACKHILL CAPITAL, INC | 105208 | $17.1M | $2.00B | 4 | 2026-03-31 | → |
| 293 | ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. | 152104 | $17.0M | $690.9M | 10 | 2026-04-30 | → |
| 294 | ALIGN IMPACT, LLC | 176516 | $16.9M | $715.4M | 20 | 2026-04-30 | → |
| 295 | MYCIO WEALTH PARTNERS, LLC | 134436 | $16.8M | $15.78B | 67 | 2026-03-31 | → |
| 296 | THE CLARIUS GROUP, LLC | 173347 | $16.7M | $4.68B | 35 | 2025-06-30 | → |
| 297 | BORDEAUX WEALTH ADVISORS LLC | 287758 | $16.7M | $5.64B | 34 | 2025-05-31 | → |
| 298 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $16.6M | $14.97B | 73 | 2026-06-30 | → |
| 299 | REGIS METRO ASSOCIATES, INC. | 160859 | $16.6M | $617.8M | 5 | 2026-04-30 | → |
| 300 | GRESHAM PARTNERS, LLC | 108668 | $16.4M | $13.80B | 67 | 2026-03-31 | → |
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