Research Report · 2026-06-30
Registered Investment Advisers with the Highest Wealth Assets per Employee
SEC-registered investment advisers ranked by wealth assets / employee.
Firms
1,000
Total AUM
$16.81T
Median AUM
$1.59B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Assets / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $14.73B | $994.99B | 61 | 2026-06-30 | → |
| 2 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $5.25B | $139.88B | 15 | 2026-06-30 | → |
| 3 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $1.51B | $49.85B | 33 | 2026-03-31 | → |
| 4 | HUMAN INTEREST ADVISORS LLC | 269875 | $1.35B | $8.10B | 6 | 2026-04-30 | → |
| 5 | GREENHAVEN ASSOCIATES INC | 104729 | $1.20B | $11.66B | 7 | 2026-02-28 | → |
| 6 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | $1.13B | $60.91B | 53 | 2026-03-31 | → |
| 7 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $1.09B | $614.93B | 532 | 2026-06-30 | → |
| 8 | EVANSON ASSET MANAGEMENT, LLC | 135188 | $975.4M | $5.91B | 6 | 2026-02-28 | → |
| 9 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $873.9M | $11.41B | 12 | 2026-06-30 | → |
| 10 | WHARTON BUSINESS GROUP, LLC | 133722 | $745.7M | $4.57B | 5 | 2026-03-31 | → |
| 11 | TEXAS YALE CAPITAL CORP. | 126992 | $703.6M | $4.92B | 7 | 2026-05-31 | → |
| 12 | FRANK, RIMERMAN ADVISORS LLC | 124147 | $678.2M | $3.40B | 5 | 2026-03-31 | → |
| 13 | BC ADVISORS, LLC | 142982 | $657.1M | $4.73B | 7 | 2026-03-31 | → |
| 14 | BRAVE WARRIOR ADVISORS, LLC | 108894 | $654.0M | $5.64B | 6 | 2026-04-30 | → |
| 15 | EVERETT HARRIS & CO | 106830 | $631.4M | $11.53B | 18 | 2026-03-31 | → |
| 16 | CANTERBURY CONSULTING INCORPORATED | 22875 | $620.9M | $45.88B | 64 | 2026-05-31 | → |
| 17 | ALLEN INVESTMENT MANAGEMENT, LLC | 124454 | $602.3M | $16.91B | 28 | 2026-03-31 | → |
| 18 | EVANSON FINANCIAL, LLC | 340506 | $580.6M | $5.85B | 10 | 2026-05-31 | → |
| 19 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | $573.7M | $4.59B | 8 | 2025-09-30 | → |
| 20 | BT FAMILY OFFICE, LLC | 305713 | $570.9M | $4.00B | 7 | 2026-03-31 | → |
| 21 | CIRCLE WEALTH MANAGEMENT, LLC | 142878 | $567.5M | $14.07B | 23 | 2026-04-30 | → |
| 22 | 71 WEST CAPITAL PARTNERS, LLC | 338756 | $546.6M | $5.51B | 10 | 2026-06-30 | → |
| 23 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | $500.8M | $35.05B | 70 | 2026-03-31 | → |
| 24 | CARDIFF PARK ADVISORS,LLC | 126752 | $488.5M | $2.96B | 6 | 2026-03-31 | → |
| 25 | PROVIDENT TRUST COMPANY | 110118 | $484.1M | $6.86B | 12 | 2026-04-30 | → |
| 26 | BNY MELLON ADVISORS, INC. | 106108 | $477.5M | $33.48B | 66 | 2026-05-31 | → |
| 27 | APERIO GROUP, LLC | 111616 | $474.1M | $152.13B | 208 | 2026-04-30 | → |
| 28 | ADVISOR PARTNERS II, LLC | 321633 | $470.4M | $13.91B | 26 | 2026-03-31 | → |
| 29 | TECTONIC ADVISORS LLC | 139713 | $463.1M | $5.14B | 6 | 2026-03-31 | → |
| 30 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $453.1M | $18.52B | 38 | 2026-03-31 | → |
| 31 | TURTLE CREEK MANAGEMENT, LLC | 140212 | $424.1M | $4.28B | 10 | 2026-03-31 | → |
| 32 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $422.5M | $23.32B | 47 | 2026-03-31 | → |
| 33 | ASSET DEDICATION, LLC | 151988 | $417.1M | $2.93B | 7 | 2026-03-31 | → |
| 34 | FARTHER ASSET MANAGEMENT, LLC | 325807 | $413.8M | $2.91B | 7 | 2026-03-31 | → |
| 35 | NORTHSIDE CAPITAL MANAGEMENT LLC | 107784 | $408.4M | $6.94B | 17 | 2026-03-31 | → |
| 36 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $408.2M | $469.98B | 758 | 2026-06-30 | → |
| 37 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | $405.8M | $5.31B | 12 | 2025-11-30 | → |
| 38 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $391.5M | $54.28B | 88 | 2026-03-31 | → |
| 39 | PINE RIDGE ADVISERS LLC | 296362 | $370.6M | $14.42B | 14 | 2026-03-31 | → |
| 40 | CARRICK LANE LLC | 309148 | $367.4M | $3.03B | 6 | 2026-03-31 | → |
| 41 | SAROFIM TRUST CO., LTA | 106590 | $358.6M | $12.96B | 26 | 2026-05-31 | → |
| 42 | BREED'S HILL CAPITAL LLC | 169314 | $357.7M | $2.24B | 6 | 2025-09-30 | → |
| 43 | STONEGATE INVESTMENT GROUP, LLC | 314889 | $357.6M | $5.67B | 14 | 2025-05-31 | → |
| 44 | ARCHPOINT INVESTORS LLC | 151807 | $351.2M | $4.13B | 11 | 2026-03-31 | → |
| 45 | MILLER INVESTMENT MANAGEMENT, LP | 108380 | $350.4M | $7.10B | 18 | 2026-03-31 | → |
| 46 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $350.3M | $588.22B | 574 | 2026-03-31 | → |
| 47 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $345.8M | $684.78B | 1,109 | 2026-04-30 | → |
| 48 | SAGEWOOD ASSET MANAGEMENT LP | 281548 | $341.7M | $2.70B | 7 | 2026-03-31 | → |
| 49 | LINDBROOK CAPITAL, LLC | 155812 | $341.3M | $3.50B | 10 | 2025-02-28 | → |
| 50 | RESOLUTE ADVISORS LLC | 300326 | $335.6M | $1.91B | 5 | 2026-03-31 | → |
| 51 | EHRENKRANZ PARTNERS L.P. | 131728 | $331.3M | $21.54B | 46 | 2026-06-30 | → |
| 52 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $327.6M | $11.05B | 28 | 2026-03-31 | → |
| 53 | CAPITAL WEALTH PLANNING, LLC | 150764 | $319.4M | $17.25B | 30 | 2026-03-31 | → |
| 54 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | $314.8M | $6.76B | 21 | 2026-03-31 | → |
| 55 | E.S. BARR & COMPANY | 107447 | $313.2M | $2.22B | 6 | 2026-03-31 | → |
| 56 | ASPEN GROVE CAPITAL, LLC | 158166 | $302.1M | $6.67B | 22 | 2026-03-31 | → |
| 57 | NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | $300.9M | $8.26B | 26 | 2026-03-31 | → |
| 58 | CALYDON CAPITAL, LLC | 285485 | $298.3M | $3.58B | 8 | 2026-04-30 | → |
| 59 | STELAC ADVISORY SERVICES LLC | 145103 | $297.4M | $6.29B | 21 | 2026-03-31 | → |
| 60 | FAYEZ SAROFIM & CO., LLC | 106584 | $293.6M | $35.07B | 54 | 2026-05-31 | → |
| 61 | BAKER STREET ADVISORS, LLC | 128066 | $286.4M | $20.77B | 63 | 2026-03-31 | → |
| 62 | CAMBRIDGE ASSOCIATES LIMITED, LLC | 106003 | $283.8M | $8.20B | 15 | 2026-03-31 | → |
| 63 | INVICTUS PRIVATE WEALTH, LLC | 317727 | $282.1M | $1.71B | 6 | 2026-03-31 | → |
| 64 | CHOATE INVESTMENT ADVISORS LLC | 106109 | $276.9M | $10.05B | 34 | 2026-03-31 | → |
| 65 | GPS WEALTH STRATEGIES GROUP, LLC | 285507 | $276.4M | $1.42B | 5 | 2025-12-31 | → |
| 66 | V-SQUARE QUANTITATIVE MANAGEMENT LLC | 310355 | $275.6M | $1.42B | 5 | 2026-03-31 | → |
| 67 | NORDWAND ADVISORS, LLC | 322936 | $275.6M | $3.97B | 10 | 2026-03-31 | → |
| 68 | W.E. FAMILY OFFICES, LLC | 109869 | $273.1M | $17.75B | 65 | 2026-04-30 | → |
| 69 | TIMUCUAN ASSET MANAGEMENT INC | 105899 | $272.2M | $3.81B | 10 | 2026-03-31 | → |
| 70 | LBMC INVESTMENT ADVISORS LLC | 108943 | $272.1M | $2.23B | 8 | 2026-03-31 | → |
| 71 | CONSERVEST CAPITAL ADVISORS INC | 111353 | $270.4M | $1.92B | 7 | 2026-03-31 | → |
| 72 | EAGLE ASSET MANAGEMENT INC | 110653 | $270.1M | $60.65B | 77 | 2026-06-30 | → |
| 73 | APTUS CAPITAL ADVISORS, LLC | 167626 | $267.9M | $14.14B | 40 | 2026-03-31 | → |
| 74 | GRASSI INVESTMENT MANAGEMENT, LLC | 108690 | $267.0M | $1.36B | 5 | 2025-02-28 | → |
| 75 | KCM INVESTMENT ADVISORS, LLC | 109629 | $266.3M | $6.02B | 20 | 2026-03-31 | → |
| 76 | FELDMAN, INGARDONA & CO. | 29449 | $263.3M | $1.73B | 6 | 2025-09-30 | → |
| 77 | ELM PARTNERS MANAGEMENT LLC | 167225 | $262.7M | $3.02B | 8 | 2026-03-31 | → |
| 78 | J. SAFRA ASSET MANAGEMENT CORPORATION | 131243 | $260.3M | $6.26B | 22 | 2026-03-31 | → |
| 79 | CHICAGO CAPITAL, LLC | 291624 | $258.7M | $4.82B | 18 | 2026-01-31 | → |
| 80 | MODELL CAPITAL MANAGEMENT LLC | 339228 | $258.5M | $1.88B | 7 | 2026-02-28 | → |
| 81 | BITTERROOT CAPITAL ADVISORS LLC | 109088 | $254.3M | $1.78B | 7 | 2026-04-30 | → |
| 82 | SYON CAPITAL LLC | 322776 | $252.1M | $4.38B | 17 | 2026-03-31 | → |
| 83 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $251.0M | $30.03B | 56 | 2026-05-31 | → |
| 84 | CLINTON INVESTMENT MANAGEMENT, LLC | 143599 | $250.0M | $3.91B | 14 | 2026-05-31 | → |
| 85 | TOPSAIL WEALTH MANAGEMENT LLC | 331098 | $249.6M | $1.31B | 5 | 2026-05-31 | → |
| 86 | HEALTHEQUITY ADVISORS, LLC | 167105 | $249.4M | $1.99B | 8 | 2026-03-31 | → |
| 87 | SIVIA CAPITAL PARTNERS, LLC | 170413 | $247.8M | $1.24B | 5 | 2026-06-30 | → |
| 88 | SERENUS WEALTH ADVISORS, LLC | 332034 | $245.3M | $1.47B | 6 | 2026-06-30 | → |
| 89 | WEDMONT PRIVATE CAPITAL, LLC | 305815 | $244.5M | $3.44B | 14 | 2026-05-31 | → |
| 90 | HENRY H. ARMSTRONG ASSOCIATES, INC. | 105510 | $243.9M | $1.23B | 5 | 2026-03-31 | → |
| 91 | MOZAIC, LLC | 145777 | $240.6M | $3.64B | 14 | 2026-03-31 | → |
| 92 | NATIXIS ADVISORS, LLC | 106800 | $236.4M | $108.65B | 412 | 2026-03-31 | → |
| 93 | POINT OLEMA CAPITAL PARTNERS, L.P. | 304303 | $236.3M | $2.91B | 9 | 2026-03-31 | → |
| 94 | BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | $234.9M | $5.19B | 8 | 2026-03-31 | → |
| 95 | M FINANCIAL ASSET MANAGEMENT, INC. | 136694 | $234.7M | $1.23B | 5 | 2026-03-31 | → |
| 96 | JOEL R. MOGY INVESTMENT COUNSEL INC. | 111622 | $233.9M | $2.18B | 9 | 2026-03-31 | → |
| 97 | VALOR ADVISORS LLC | 171358 | $232.9M | $4.01B | 16 | 2026-06-30 | → |
| 98 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $232.0M | $184.81B | 210 | 2026-01-31 | → |
| 99 | MYCIO WEALTH PARTNERS, LLC | 134436 | $231.4M | $15.78B | 67 | 2026-03-31 | → |
| 100 | FIRST MANHATTAN CO. LLC | 325281 | $230.7M | $38.09B | 147 | 2026-04-30 | → |
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