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 | |
|---|---|---|---|---|---|---|---|
| 301 | BIGSUR WEALTH MANAGEMENT, LLC | 146511 | $16.2M | $1.28B | 16 | 2026-03-31 | → |
| 302 | AFFILIATED PRIVATE INVESTORS LLC | 111545 | $16.2M | $486.0M | 6 | 2026-03-31 | → |
| 303 | ELYXIUM WEALTH LLC | 328603 | $16.1M | $819.0M | 6 | 2026-05-31 | → |
| 304 | SONEN CAPITAL LLC | 159461 | $16.0M | $1.14B | 19 | 2026-05-31 | → |
| 305 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $16.0M | $23.44B | 51 | 2026-04-30 | → |
| 306 | CODEX CAPITAL ASSET MANAGEMENT, L.L.C. | 309373 | $16.0M | $304.2M | 1 | 2026-02-28 | → |
| 307 | STRUCTURAL SOLUTIONS LLC | 319155 | $16.0M | $133.0M | 3 | 2026-04-30 | → |
| 308 | MATTER, LLC | 106806 | $16.0M | $3.81B | 55 | 2026-03-31 | → |
| 309 | WALTER C. FLOWER & CO., INC | 110775 | $16.0M | $591.3M | 2 | 2026-02-28 | → |
| 310 | ASHFORD ADVISORS, LLC | 114238 | $15.9M | $942.7M | 8 | 2026-03-31 | → |
| 311 | BIENVILLE CAPITAL MANAGEMENT, LLC | 149320 | $15.9M | $4.45B | 27 | 2026-03-31 | → |
| 312 | LEGACY ADVISORS, LLC | 139830 | $15.9M | $5.17B | 50 | 2026-03-31 | → |
| 313 | OUTWING, LLC | 322444 | $15.8M | $332.8M | 4 | 2026-03-31 | → |
| 314 | NOBSCOT INVESTMENT MANAGEMENT LLC | 283289 | $15.8M | $164.2M | 1 | 2026-01-31 | → |
| 315 | EVERETT HARRIS & CO | 106830 | $15.8M | $11.53B | 18 | 2026-03-31 | → |
| 316 | CRESCENT GROVE ADVISORS, LLC | 170912 | $15.8M | $5.50B | 34 | 2026-03-31 | → |
| 317 | MONSON WEALTH MANAGEMENT LLC | 337251 | $15.8M | $196.0M | 1 | 2026-03-31 | → |
| 318 | FIDUCIARY FAMILY OFFICE, LLC | 326990 | $15.8M | $747.7M | 3 | 2026-03-31 | → |
| 319 | SQUARE ADVISORS, LLC | 160578 | $15.8M | $295.5M | 1 | 2026-03-31 | → |
| 320 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | $15.7M | $4.59B | 8 | 2025-09-30 | → |
| 321 | SENTRY ADVISORS, LLC | 174042 | $15.7M | $2.41B | 4 | 2026-03-31 | → |
| 322 | BLUE INVESTMENT MANAGEMENT, LLC | 318610 | $15.5M | $341.4M | 4 | 2026-03-31 | → |
| 323 | DOYENNE WEALTH ADVISORS LLC | 315995 | $15.5M | $2.04B | 18 | 2026-05-31 | → |
| 324 | HEIGHTS LLC | 315969 | $15.5M | $239.2M | 3 | 2026-03-31 | → |
| 325 | SNOWWATER INVESTMENT PARTNERS, LLC | 311790 | $15.5M | $1.30B | 3 | 2026-03-31 | → |
| 326 | JCP INVESTMENT MANAGEMENT, LLC | 150635 | $15.4M | $252.3M | 6 | 2026-03-31 | → |
| 327 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $15.3M | $29.73B | 86 | 2026-03-31 | → |
| 328 | CHOATE INVESTMENT ADVISORS LLC | 106109 | $15.3M | $10.05B | 34 | 2026-03-31 | → |
| 329 | ENCLAVE ADVISORS, LLC | 165205 | $15.3M | $1.10B | 6 | 2026-04-30 | → |
| 330 | EARTHVIEW ADVISORS LLC | 326565 | $15.3M | $91.7M | 2 | 2025-03-31 | → |
| 331 | R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC. | 145159 | $15.1M | $227.1M | 1 | 2026-03-31 | → |
| 332 | BROWN ADVISORY LLC | 110181 | $15.1M | $124.31B | 782 | 2026-03-31 | → |
| 333 | RIHO PARTNERS, LLC | 289840 | $15.1M | $182.2M | 1 | 2026-03-31 | → |
| 334 | MAVEN CAPITAL PARTNERS, LLC | 300626 | $15.1M | $152.9M | 5 | 2026-03-31 | → |
| 335 | OLIVE STREET CAPITAL PARTNERS LLC | 300115 | $15.1M | $165.3M | 2 | 2026-03-31 | → |
| 336 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | $15.1M | $2.58B | 19 | 2026-03-31 | → |
| 337 | SEPIO CAPITAL, LP | 285645 | $15.0M | $5.64B | 31 | 2026-04-30 | → |
| 338 | MARTIN FLEISHER, JD PC | 319350 | $15.0M | $180.1M | 1 | 2026-03-31 | → |
| 339 | NEVASTAR FINANCE LTD | 172523 | $15.0M | $1.68B | 27 | 2026-05-31 | → |
| 340 | CYPRESS CAPITAL PARTNERS, LLC | 140754 | $15.0M | $464.4M | 3 | 2026-03-31 | → |
| 341 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $14.9M | $21.08B | 54 | 2026-04-30 | → |
| 342 | BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | $14.9M | $5.19B | 8 | 2026-03-31 | → |
| 343 | LCP INSTITUTIONAL, LLC | 325133 | $14.8M | $3.18B | 8 | 2026-03-31 | → |
| 344 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $14.7M | $78.94B | 496 | 2026-05-31 | → |
| 345 | THREE BRIDGE WEALTH ADVISORS, LLC | 150460 | $14.7M | $1.05B | 10 | 2026-03-31 | → |
| 346 | BIRCH HILL INVESTMENT ADVISORS LLC | 143750 | $14.7M | $2.95B | 19 | 2026-02-28 | → |
| 347 | CAPITAL RESOURCE MANAGEMENT INC | 106768 | $14.7M | $593.2M | 4 | 2026-03-31 | → |
| 348 | TRIMARC WEALTH MANAGEMENT LLC | 163336 | $14.7M | $232.3M | 3 | 2026-03-31 | → |
| 349 | YOFFE INVESTMENT MANAGEMENT, LLC | 173454 | $14.6M | $174.9M | 1 | 2026-02-28 | → |
| 350 | ADVANCED CAPITAL GROUP, INC. | 109673 | $14.5M | $29.99B | 22 | 2026-03-31 | → |
| 351 | NS MANAGEMENT LTD | 297781 | $14.4M | $850.3M | 2 | 2026-06-30 | → |
| 352 | EARNEST PARTNERS LLC | 107926 | $14.4M | $42.61B | 47 | 2026-06-30 | → |
| 353 | ALAMO ADVISORS, LP | 122290 | $14.4M | $3.87B | 15 | 2026-03-31 | → |
| 354 | MCDONALD CAPITAL INVESTORS INC | 105562 | $14.3M | $1.86B | 5 | 2026-03-31 | → |
| 355 | STORGATE, LLC | 334632 | $14.3M | $184.5M | 6 | 2026-03-31 | → |
| 356 | MONOGRAPH WEALTH ADVISORS, LLC | 173949 | $14.3M | $3.25B | 20 | 2026-03-31 | → |
| 357 | CORPS CAPITAL ADVISORS, LLC | 304643 | $14.2M | $270.3M | 9 | 2026-03-31 | → |
| 358 | KAWA CAPITAL MANAGEMENT, INC. | 157780 | $14.1M | $2.82B | 53 | 2026-06-30 | → |
| 359 | MARVIN & PALMER ASSOCIATES | 105399 | $14.1M | $195.7M | 7 | 2026-03-31 | → |
| 360 | OLD ROCK ASSET MANAGEMENT LLC | 145748 | $14.0M | $191.6M | 2 | 2026-01-31 | → |
| 361 | RAIL-SPLITTER CAPITAL MANAGEMENT LLC | 338394 | $14.0M | $484.1M | 3 | 2026-06-30 | → |
| 362 | ONE OAK HOLDINGS LLC | 334282 | $14.0M | $110.4M | 7 | 2026-04-30 | → |
| 363 | SANDER CAPITAL ADVISORS, INC. | 112499 | $14.0M | $210.0M | 2 | 2026-01-31 | → |
| 364 | FINACCESS ADVISORS, LLC | 150697 | $14.0M | $4.11B | 13 | 2026-03-31 | → |
| 365 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | 146220 | $13.8M | $636.8M | 4 | 2026-04-30 | → |
| 366 | EVOKE WEALTH, LLC | 300856 | $13.8M | $17.29B | 96 | 2026-04-30 | → |
| 367 | FORTIS PRIVATE WEALTH ADVISORS, LLC | 304494 | $13.8M | $124.4M | 3 | 2026-03-31 | → |
| 368 | PRIVATE LANE CAPITAL, LLC | 124999 | $13.8M | $144.1M | 1 | 2026-06-30 | → |
| 369 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $13.8M | $5.48B | 21 | 2026-03-31 | → |
| 370 | KNUFF & COMPANY LLC | 298203 | $13.8M | $393.9M | 4 | 2026-03-31 | → |
| 371 | TIEMPO CAPITAL PARTNERS, LLC | 329367 | $13.6M | $911.0M | 7 | 2026-06-30 | → |
| 372 | EAGLE BAY ADVISORS LLC | 281675 | $13.6M | $680.8M | 15 | 2026-04-30 | → |
| 373 | FINANCIAL HORIZONS, INC. | 110741 | $13.6M | $190.0M | 1 | 2026-03-31 | → |
| 374 | TORTUGA ADVISERS LLC | 137514 | $13.5M | $563.5M | 1 | 2026-04-30 | → |
| 375 | MINDORO CAPITAL PARTNERS LLC | 328488 | $13.5M | $226.4M | 11 | 2026-03-31 | → |
| 376 | VOLARIS CAPITAL MANAGEMENT LLC | 286219 | $13.5M | $229.2M | 4 | 2025-01-31 | → |
| 377 | GREENLINE PARTNERS, LLC | 164192 | $13.5M | $1.41B | 5 | 2026-03-31 | → |
| 378 | BASECAMP WEALTH ADVISORS, LLC | 334018 | $13.5M | $1.08B | 4 | 2026-03-31 | → |
| 379 | GRANITE FO, LLC | 323432 | $13.3M | $865.6M | 5 | 2026-03-31 | → |
| 380 | HUMANKIND INVESTMENTS LLC | 304081 | $13.2M | $442.8M | 11 | 2026-01-31 | → |
| 381 | GREAT HILL CAPITAL, LLC | 328021 | $13.2M | $1.01B | 1 | 2026-01-31 | → |
| 382 | CLAREMONT CAPITAL MANAGEMENT, LLC | 155189 | $13.2M | $843.9M | 3 | 2026-03-31 | → |
| 383 | PROVENIO CAPITAL MANAGEMENT LLC | 333009 | $13.2M | $1.63B | 11 | 2026-03-31 | → |
| 384 | ESTATE COUNSELORS, LLC | 123452 | $13.2M | $1.35B | 7 | 2026-03-31 | → |
| 385 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $13.2M | $28.64B | 35 | 2026-03-31 | → |
| 386 | BEATRICE ADVISORS LP | 332668 | $13.2M | $282.3M | 11 | 2026-06-30 | → |
| 387 | STUMPF CAPITAL MANAGEMENT LLC | 174508 | $13.2M | $105.3M | 1 | 2025-05-31 | → |
| 388 | COLLEGA CAPITAL MANAGEMENT, S.R.L. | 158829 | $13.2M | $81.4M | 2 | 2026-04-30 | → |
| 389 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $13.1M | $199.66B | 452 | 2026-05-31 | → |
| 390 | CAPITAL FORMATION ADVISERS LLC | 111815 | $13.1M | $68.4M | 1 | 2026-03-31 | → |
| 391 | FIRST WASHINGTON CORPORATION | 6681 | $13.1M | $501.2M | 5 | 2025-12-31 | → |
| 392 | POINTONE FAMILY OFFICE, LLC | 338563 | $13.1M | $327.1M | 4 | 2026-04-30 | → |
| 393 | AUTUMN LANE ADVISORS, LLC | 173624 | $13.1M | $1.20B | 7 | 2026-02-28 | → |
| 394 | ALLIE FAMILY OFFICE LLC | 307144 | $13.0M | $1.32B | 11 | 2026-03-31 | → |
| 395 | PROMUS CAPITAL, LLC | 147597 | $13.0M | $1.60B | 28 | 2025-05-31 | → |
| 396 | KAMICHU WEALTH MANAGEMENT LLC | 295412 | $12.9M | $258.1M | 8 | 2026-03-31 | → |
| 397 | VALIDUS CAPITAL LLC | 319212 | $12.9M | $2.54B | 18 | 2026-03-31 | → |
| 398 | ANGELUS INVESTMENT CONSULTING, INC. | 281413 | $12.9M | $184.1M | 2 | 2026-03-31 | → |
| 399 | BLEICHROEDER LP | 304295 | $12.9M | $2.43B | 7 | 2026-03-31 | → |
| 400 | ARNOLD WEITZ & CO | 108026 | $12.9M | $438.1M | 2 | 2026-02-28 | → |
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