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 | |
|---|---|---|---|---|---|---|---|
| 601 | WPA FAMILY OFFICE, LLC | 315566 | $8.3M | $175.2M | 5 | 2026-02-28 | → |
| 602 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $8.3M | $10.66B | 68 | 2026-06-30 | → |
| 603 | HARBORVIEW ASSET MANAGEMENT LLC | 332767 | $8.3M | $124.7M | 2 | 2026-03-31 | → |
| 604 | THOMAS STORY AND SON LLC | 148774 | $8.3M | $328.2M | 2 | 2026-03-31 | → |
| 605 | PROMUS ASSET MANAGEMENT, LLC | 157484 | $8.3M | $415.0M | 4 | 2026-03-31 | → |
| 606 | GRASSI INVESTMENT MANAGEMENT, LLC | 108690 | $8.3M | $1.36B | 5 | 2025-02-28 | → |
| 607 | CERTIS CAPITAL MANAGEMENT, INC. | 144290 | $8.3M | $255.9M | 7 | 2026-03-31 | → |
| 608 | 1015 CAPITAL PARTNERS, LLC | 328453 | $8.2M | $150.4M | 2 | 2026-03-31 | → |
| 609 | PARKVIEW LTD. | 160171 | $8.2M | $488.5M | 9 | 2026-02-28 | → |
| 610 | CURAT GLOBAL LLC | 296180 | $8.2M | $117.5M | 1 | 2026-01-31 | → |
| 611 | TAGSTONE CAPITAL, INC. | 158864 | $8.2M | $368.9M | 1 | 2026-02-28 | → |
| 612 | CARDIFF PARK ADVISORS,LLC | 126752 | $8.2M | $2.96B | 6 | 2026-03-31 | → |
| 613 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | $8.2M | $5.09B | 21 | 2026-03-31 | → |
| 614 | COLIN, BRUCE TED | 118035 | $8.2M | $228.5M | 1 | 2026-04-30 | → |
| 615 | XO CAPITAL LLC | 316320 | $8.1M | $184.4M | 4 | 2026-03-31 | → |
| 616 | FRANKLY FINANCES LLC | 321270 | $8.1M | $204.2M | 1 | 2026-02-28 | → |
| 617 | JOEL R. MOGY INVESTMENT COUNSEL INC. | 111622 | $8.1M | $2.18B | 9 | 2026-03-31 | → |
| 618 | INTERNATIONAL FINANCIAL PLANNING LLC | 327686 | $8.1M | $40.4M | 1 | 2026-02-28 | → |
| 619 | AG GLOBAL ADVISORS LLC | 155398 | $8.1M | $104.7M | 1 | 2026-03-31 | → |
| 620 | 1836 ASSET MANAGEMENT, LLC | 313389 | $8.1M | $386.6M | 3 | 2026-03-31 | → |
| 621 | TRUMBOWER FINANCIAL ADVISORS LLC | 107495 | $8.1M | $1.98B | 11 | 2026-03-31 | → |
| 622 | CYPRESS POINT WEALTH MANAGEMENT, LLC | 143771 | $8.0M | $1.47B | 12 | 2026-03-31 | → |
| 623 | MILL CAPITAL MANAGEMENT, LLC | 312798 | $8.0M | $1.49B | 5 | 2026-02-28 | → |
| 624 | GARRISON MURPHY WEALTH MANAGEMENT, LLC | 298004 | $8.0M | $255.1M | 2 | 2026-05-31 | → |
| 625 | PROVENTUS AG VERMOGENSVERWALTUNG | 167142 | $8.0M | $807.2M | 6 | 2026-02-28 | → |
| 626 | LARRAINVIAL ASSET MANAGEMENT ADMINISTRADORA GENERAL DE FONDOS SA | 295522 | $8.0M | $2.29B | 93 | 2025-03-31 | → |
| 627 | 2201 CAPITAL, LLC | 341112 | $8.0M | $40.0M | 3 | 2026-06-30 | → |
| 628 | LNW WEALTH MANAGEMENT, LLC | 113400 | $8.0M | $4.53B | 91 | 2025-10-31 | → |
| 629 | DARA CAPITAL US, INC. | 153544 | $8.0M | $563.1M | 3 | 2026-03-31 | → |
| 630 | ANGELES FAMILY OFFICE, LLC | 338266 | $7.9M | $182.0M | 5 | 2026-06-30 | → |
| 631 | VENTIRA PRIVATE WEALTH MANAGEMENT LTD. | 164792 | $7.9M | $682.0M | 4 | 2026-03-31 | → |
| 632 | AXIA ASSET MANAGEMENT, LLC | 173148 | $7.9M | $71.1M | 1 | 2026-03-31 | → |
| 633 | WITTENBERG INVESTMENT MANAGEMENT INC | 105792 | $7.9M | $385.2M | 1 | 2026-03-31 | → |
| 634 | ASSET CONSULTING GROUP, LLC | 107574 | $7.8M | $1.10B | 50 | 2026-03-31 | → |
| 635 | BALLAST CAPITAL ADVISORS LLC | 282369 | $7.8M | $328.7M | 7 | 2026-03-31 | → |
| 636 | PROSPERA CAPITAL MANAGEMENT, LLC | 330390 | $7.8M | $343.9M | 3 | 2026-06-30 | → |
| 637 | PROSSIMO ADVISORS LLC | 289347 | $7.8M | $238.5M | 4 | 2026-03-31 | → |
| 638 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | 114465 | $7.8M | $811.5M | 9 | 2026-03-31 | → |
| 639 | MOSAIC ADVISORS LLC | 164913 | $7.8M | $580.5M | 27 | 2026-04-30 | → |
| 640 | RENA ADVISORS LLC | 164431 | $7.8M | $54.5M | 1 | 2026-02-28 | → |
| 641 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $7.8M | $25.59B | 76 | 2026-05-31 | → |
| 642 | CHARLES FISH INVESTMENTS, INC. | 110445 | $7.8M | $331.3M | 5 | 2026-03-31 | → |
| 643 | HOLT CAPITAL ADVISORS, L.L.C. | 117863 | $7.8M | $1.09B | 6 | 2026-05-31 | → |
| 644 | MARGNA PEAK ADVISORS AG | 128649 | $7.8M | $372.5M | 4 | 2026-02-28 | → |
| 645 | SVRN ASSET MANAGEMENT, LLC | 222518 | $7.8M | $231.5M | 2 | 2026-03-31 | → |
| 646 | COOMBS WEALTH ADVISORY, LLC | 281132 | $7.8M | $139.6M | 2 | 2026-02-28 | → |
| 647 | COVENANT PARTNERS, LLC | 110137 | $7.7M | $1.08B | 15 | 2026-02-28 | → |
| 648 | CLEARWATER CAPITAL MANAGEMENT LLC | 115283 | $7.7M | $139.3M | 1 | 2026-03-31 | → |
| 649 | LEEWARD INVESTMENTS, LLC | 312557 | $7.7M | $2.87B | 14 | 2026-03-31 | → |
| 650 | PARK, MILLER, LLC | 146856 | $7.7M | $339.8M | 4 | 2026-03-31 | → |
| 651 | HELM CAPITAL MANAGEMENT LLC | 123174 | $7.7M | $400.8M | 1 | 2026-04-30 | → |
| 652 | SIMON QUICK ADVISORS, LLC | 132330 | $7.7M | $9.01B | 97 | 2026-03-31 | → |
| 653 | ACCESS INVESTMENT MANAGEMENT, LLC | 322491 | $7.7M | $456.4M | 2 | 2026-02-28 | → |
| 654 | ATLAS CAPITAL ADVISORS INC. | 127036 | $7.7M | $1.15B | 10 | 2026-03-31 | → |
| 655 | GRAMERCY STRATEGIC CAPITAL LLC | 315875 | $7.7M | $247.9M | 1 | 2026-03-31 | → |
| 656 | KM CAPITAL MANAGEMENT, LTD. | 132887 | $7.6M | $374.4M | 9 | 2026-03-31 | → |
| 657 | CLASS VI FAMILY OFFICE, LLC | 285035 | $7.6M | $1.50B | 9 | 2026-02-28 | → |
| 658 | BEACON ADVISORS HOLDINGS, LLC | 335101 | $7.6M | $459.6M | 4 | 2026-06-30 | → |
| 659 | ARCADIA INVESTMENT MANAGEMENT CORP | 104867 | $7.6M | $697.3M | 4 | 2026-05-31 | → |
| 660 | SPECTRA INVESTMENT MANAGEMENT, LLC | 288145 | $7.6M | $306.8M | 3 | 2026-03-31 | → |
| 661 | O.F.O. PARTNERS, LLC | 297424 | $7.6M | $110.0M | 3 | 2026-04-30 | → |
| 662 | SPEECE THORSON CAPITAL GROUP INC | 106052 | $7.6M | $469.0M | 4 | 2026-03-31 | → |
| 663 | TIAA KASPICK, LLC | 104554 | $7.6M | $8.74B | 115 | 2026-06-30 | → |
| 664 | VESTA WEALTH MANAGEMENT, LLC | 167498 | $7.6M | $333.3M | 1 | 2026-03-31 | → |
| 665 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $7.5M | $7.62B | 42 | 2026-03-31 | → |
| 666 | ALTAIR ADVISERS, LLC | 120642 | $7.5M | $9.76B | 75 | 2026-03-31 | → |
| 667 | MATRIX PLANNING INC | 110812 | $7.5M | $121.4M | 4 | 2026-04-30 | → |
| 668 | PETER KIMMELMAN ASSET MANAGEMENT LP | 133302 | $7.5M | $466.3M | 7 | 2026-03-31 | → |
| 669 | CASTLETON PARTNERS, LLC | 140873 | $7.4M | $142.4M | 1 | 2026-04-30 | → |
| 670 | FORTITER WEALTH MANAGEMENT, LLC | 169577 | $7.4M | $379.9M | 4 | 2026-04-30 | → |
| 671 | EBH CAPITAL MANAGEMENT LLC | 316095 | $7.4M | $192.6M | 2 | 2026-03-31 | → |
| 672 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $7.4M | $7.90B | 41 | 2026-03-31 | → |
| 673 | BLUESTONE WEALTH MANAGEMENT LLC | 137959 | $7.4M | $272.9M | 2 | 2026-01-31 | → |
| 674 | BRETON FINANCIAL, INC. | 105606 | $7.4M | $134.0M | 4 | 2025-03-31 | → |
| 675 | JOEL ISAACSON & CO., LLC | 152450 | $7.4M | $9.32B | 52 | 2026-03-31 | → |
| 676 | EMPOWERED FUNDS, LLC | 171412 | $7.3M | $29.74B | 44 | 2026-03-31 | → |
| 677 | ALPHA ARCHITECT, LLC | 153905 | $7.3M | $13.50B | 12 | 2026-06-30 | → |
| 678 | BOWEN, HANES & CO INC | 105153 | $7.3M | $4.62B | 10 | 2026-02-28 | → |
| 679 | ST. CLAIR ADVISORS, LLC | 155064 | $7.3M | $997.6M | 12 | 2026-03-31 | → |
| 680 | VERIS WEALTH PARTNERS, LLC | 143588 | $7.3M | $2.86B | 31 | 2026-03-31 | → |
| 681 | ALTIORA FINANCIAL GROUP, LLC | 292008 | $7.3M | $981.7M | 1 | 2026-03-31 | → |
| 682 | CHILDRESS CAPITAL ADVISORS, LLC | 310277 | $7.3M | $1.21B | 9 | 2026-04-30 | → |
| 683 | MITCHELL SINKLER & STARR INC | 106460 | $7.3M | $1.79B | 9 | 2026-03-31 | → |
| 684 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $7.3M | $12.47B | 52 | 2026-04-30 | → |
| 685 | HOURGLASS CAPITAL, LLC | 147754 | $7.3M | $768.9M | 6 | 2026-04-30 | → |
| 686 | ASPIRIANT, LLC | 146720 | $7.3M | $18.05B | 218 | 2026-05-31 | → |
| 687 | CANTON HATHAWAY LLC | 297527 | $7.3M | $866.1M | 5 | 2026-03-31 | → |
| 688 | DHK FINANCIAL ADVISORS INC | 106126 | $7.3M | $1.68B | 5 | 2025-03-31 | → |
| 689 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | $7.3M | $60.91B | 53 | 2026-03-31 | → |
| 690 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $7.3M | $621.02B | 611 | 2026-05-31 | → |
| 691 | EAGLE ROCK INVESTMENT COMPANY, LLC | 313832 | $7.2M | $786.7M | 4 | 2026-02-28 | → |
| 692 | PRIVATE WEALTH PARTNERS, LLC | 133802 | $7.2M | $1.92B | 9 | 2026-03-31 | → |
| 693 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 108102 | $7.2M | $2.03B | 17 | 2026-03-31 | → |
| 694 | ALLOCATE MANAGEMENT COMPANY, LLC | 316814 | $7.2M | $3.00B | 16 | 2026-03-31 | → |
| 695 | NPM CONSULTING, LLC | 163237 | $7.2M | $116.1M | 1 | 2026-03-31 | → |
| 696 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | 226545 | $7.2M | $302.5M | 2 | 2026-01-31 | → |
| 697 | OAK GROVE CAPITAL, LLC | 165465 | $7.2M | $871.0M | 2 | 2026-03-31 | → |
| 698 | PEREGRINE CAPITAL MANAGEMENT, LLC | 110052 | $7.2M | $4.07B | 28 | 2026-03-31 | → |
| 699 | THE MOSAIC FINANCIAL GROUP, LLC | 109816 | $7.2M | $948.7M | 27 | 2026-03-31 | → |
| 700 | NAVIS WEALTH ADVISORS LLC | 311171 | $7.2M | $902.2M | 8 | 2026-06-30 | → |
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