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 | |
|---|---|---|---|---|---|---|---|
| 101 | RSW INVESTMENTS HOLDINGS, LLC | 302023 | $229.7M | $2.30B | 10 | 2026-03-31 | → |
| 102 | PICTET NORTH AMERICA ADVISORS SA | 142512 | $229.0M | $5.30B | 18 | 2026-05-31 | → |
| 103 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $228.2M | $52.78B | 177 | 2026-03-31 | → |
| 104 | ZEMENICK & WALKER INC | 108670 | $228.0M | $2.63B | 11 | 2026-03-31 | → |
| 105 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $227.7M | $1.72T | 946 | 2026-03-31 | → |
| 106 | ASPIRE GROWTH PARTNERS LLC | 312063 | $227.5M | $1.19B | 5 | 2026-06-30 | → |
| 107 | MCDONALD CAPITAL INVESTORS INC | 105562 | $226.6M | $1.86B | 5 | 2026-03-31 | → |
| 108 | JACOBS & COMPANY, LLC | 107674 | $226.2M | $1.16B | 5 | 2026-04-30 | → |
| 109 | SAFFORD NICHOLAS H & CO INC | 104740 | $224.5M | $1.80B | 8 | 2026-03-31 | → |
| 110 | OAKRIDGE MANAGEMENT GROUP LLC | 306284 | $222.9M | $1.37B | 6 | 2026-03-31 | → |
| 111 | RELYEA ZUCKERBERG HANSON, LLC | 125696 | $222.4M | $2.45B | 11 | 2026-02-28 | → |
| 112 | ARTHUR M. COHEN & ASSOCIATES LLC | 105894 | $221.8M | $1.11B | 5 | 2026-04-30 | → |
| 113 | ALAMO ADVISORS, LP | 122290 | $221.1M | $3.87B | 15 | 2026-03-31 | → |
| 114 | LCP INSTITUTIONAL, LLC | 325133 | $220.4M | $3.18B | 8 | 2026-03-31 | → |
| 115 | JOHN W. BRISTOL & CO., INC. | 105597 | $220.2M | $7.07B | 18 | 2026-03-31 | → |
| 116 | WOODARD & CO ASSET MANAGEMENT GROUP INC | 108199 | $220.2M | $1.17B | 5 | 2026-04-30 | → |
| 117 | ICG ADVISORS, LLC | 148066 | $220.1M | $7.92B | 26 | 2026-05-31 | → |
| 118 | ANNANDALE CAPITAL, LLC | 136667 | $220.0M | $1.55B | 5 | 2026-03-31 | → |
| 119 | PARAGON CAPITAL MANAGEMENT | 105147 | $219.0M | $1.32B | 6 | 2026-03-31 | → |
| 120 | DIVERSIFIED MANAGEMENT INC | 106680 | $218.5M | $1.87B | 8 | 2026-03-31 | → |
| 121 | REVISOR WEALTH MANAGEMENT LLC | 169814 | $217.8M | $2.53B | 11 | 2026-05-31 | → |
| 122 | STILLWATER CAPITAL ADVISORS, LLC | 149946 | $217.0M | $1.34B | 6 | 2026-05-31 | → |
| 123 | ATWOOD & PALMER, INC. | 104995 | $216.5M | $2.04B | 9 | 2026-02-28 | → |
| 124 | PRIVATE MANAGEMENT GROUP INC | 104707 | $216.5M | $4.90B | 21 | 2026-04-30 | → |
| 125 | KAVAR CAPITAL PARTNERS GROUP, LLC | 311744 | $216.2M | $1.58B | 6 | 2026-03-31 | → |
| 126 | ALLY INVEST ADVISORS INC | 170301 | $215.8M | $1.73B | 8 | 2026-04-30 | → |
| 127 | WENDELL DAVID ASSOCIATES INC | 106664 | $215.5M | $1.33B | 5 | 2026-03-31 | → |
| 128 | BERKSHIRE ASSET MANAGEMENT, LLC | 145463 | $214.8M | $2.79B | 11 | 2026-03-31 | → |
| 129 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | $214.1M | $4.09B | 15 | 2026-06-30 | → |
| 130 | AVITY INVESTMENT MANAGEMENT INC. | 104623 | $213.2M | $2.03B | 8 | 2026-06-30 | → |
| 131 | BASSO CAPITAL MANAGEMENT, L.P. | 132311 | $213.1M | $2.56B | 12 | 2026-05-31 | → |
| 132 | BAYSTATE WEALTH MANAGEMENT LLC | 151664 | $213.1M | $2.77B | 13 | 2026-03-31 | → |
| 133 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $213.1M | $12.47B | 52 | 2026-04-30 | → |
| 134 | IEQ CAPITAL, LLC | 301819 | $212.6M | $56.77B | 266 | 2026-06-30 | → |
| 135 | BECK, MACK & OLIVER LLC | 105466 | $212.5M | $6.18B | 24 | 2026-03-31 | → |
| 136 | DT INVESTMENT PARTNERS, LLC | 157646 | $212.0M | $1.91B | 8 | 2026-03-31 | → |
| 137 | BARLOW WEALTH PARTNERS, LLC | 325308 | $211.9M | $1.35B | 6 | 2026-03-31 | → |
| 138 | MMBG INVESTMENT ADVISORS CO. | 285263 | $211.1M | $2.98B | 14 | 2026-03-31 | → |
| 139 | SALEM INVESTMENT COUNSELORS INC | 104855 | $210.3M | $4.19B | 18 | 2026-03-31 | → |
| 140 | MSA ADVISORS, LLC | 305170 | $210.0M | $9.65B | 34 | 2026-03-31 | → |
| 141 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | $208.9M | $8.44B | 37 | 2026-03-31 | → |
| 142 | H. M. PAYSON & CO. | 2993 | $207.1M | $9.09B | 34 | 2026-03-31 | → |
| 143 | MCGUIRE INVESTMENT GROUP, LLC | 296271 | $206.9M | $1.06B | 5 | 2026-03-31 | → |
| 144 | IFG ADVISORS, LLC | 172329 | $206.0M | $1.03B | 5 | 2026-03-31 | → |
| 145 | ROFFMAN MILLLER ASSOCIATES INC | 106019 | $206.0M | $3.20B | 15 | 2026-03-31 | → |
| 146 | OHANA ADVISORS MANAGEMENT, LLC | 158515 | $205.5M | $2.78B | 13 | 2026-05-31 | → |
| 147 | AARON WEALTH ADVISORS LLC | 298079 | $204.9M | $4.29B | 16 | 2026-05-31 | → |
| 148 | PRIVATE CAPITAL ADVISORS, INC. | 125771 | $204.2M | $1.28B | 6 | 2026-03-31 | → |
| 149 | BAKER ELLIS ASSET MANAGEMENT LLC | 121802 | $203.7M | $1.05B | 5 | 2026-02-28 | → |
| 150 | PRIVATE WEALTH PARTNERS, LLC | 133802 | $203.4M | $1.92B | 9 | 2026-03-31 | → |
| 151 | TRAYNOR CAPITAL MANAGEMENT, INC. | 138881 | $201.7M | $2.42B | 12 | 2026-04-30 | → |
| 152 | COLONY FAMILY OFFICES, LLC | 167017 | $201.5M | $3.36B | 16 | 2026-02-28 | → |
| 153 | VAN CLEEF ASSET MANAGEMENT INC | 105768 | $201.3M | $1.21B | 6 | 2026-03-31 | → |
| 154 | SAPIENT CAPITAL LLC | 324899 | $201.2M | $13.76B | 59 | 2026-03-31 | → |
| 155 | CORDOBA ADVISORY PARTNERS LLC | 310199 | $201.1M | $2.81B | 11 | 2026-03-31 | → |
| 156 | MELLON INVESTMENTS CORPORATION | 105764 | $200.3M | $873.87B | 98 | 2026-05-31 | → |
| 157 | WATERS, PARKERSON & CO., LLC | 3711 | $200.1M | $2.86B | 12 | 2026-05-31 | → |
| 158 | GRADIENT INVESTMENTS, LLC | 141726 | $199.9M | $8.20B | 41 | 2026-06-30 | → |
| 159 | NTV ASSET MANAGEMENT, LLC | 111062 | $199.7M | $1.16B | 5 | 2026-03-31 | → |
| 160 | KEEBECK PARTNERS, LLC | 297496 | $199.4M | $2.03B | 9 | 2026-03-31 | → |
| 161 | APEXIUM FINANCIAL LP | 283726 | $198.9M | $4.02B | 15 | 2025-10-31 | → |
| 162 | EFFICIENT ADVISORS, LLC | 150144 | $197.5M | $3.08B | 14 | 2026-03-31 | → |
| 163 | MITCHELL SINKLER & STARR INC | 106460 | $194.8M | $1.79B | 9 | 2026-03-31 | → |
| 164 | LINDEN GLOBAL STRATEGIES LLC | 159667 | $193.5M | $1.60B | 8 | 2026-03-31 | → |
| 165 | RIVERBEND CAPITAL ADVISORS, LLC | 157117 | $193.0M | $964.8M | 5 | 2026-03-31 | → |
| 166 | SELECT MONEY MANAGEMENT, INC. | 153256 | $192.0M | $1.80B | 8 | 2026-03-31 | → |
| 167 | SIERRA CAPITAL LLC | 110129 | $191.9M | $1.61B | 8 | 2026-06-30 | → |
| 168 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 109040 | $191.4M | $1.05B | 5 | 2026-02-28 | → |
| 169 | FIFTH AVENUE FAMILY OFFICE LLC | 122448 | $191.4M | $1.35B | 7 | 2026-03-31 | → |
| 170 | HALL CAPITAL PARTNERS LLC | 106759 | $190.9M | $50.30B | 175 | 2025-03-31 | → |
| 171 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | 19608 | $190.9M | $2.18B | 11 | 2026-03-31 | → |
| 172 | PROFICIO CAPITAL PARTNERS LLC | 269931 | $190.5M | $5.27B | 23 | 2026-04-30 | → |
| 173 | ZWJ INVESTMENT COUNSEL INC | 110397 | $190.4M | $4.23B | 20 | 2026-03-31 | → |
| 174 | GEOWEALTH MANAGEMENT LLC | 148222 | $190.0M | $17.57B | 88 | 2026-03-31 | → |
| 175 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | $189.1M | $2.28B | 10 | 2026-05-31 | → |
| 176 | SALEM PARTNERS WEALTH MANAGEMENT, LLC | 131359 | $187.5M | $1.50B | 8 | 2026-03-31 | → |
| 177 | COLTER LEWIS INVESTMENT PARTNERS LLC | 297213 | $186.9M | $3.41B | 18 | 2026-03-31 | → |
| 178 | BANYAN TREE ASSET MANAGEMENT, LLC | 168384 | $186.7M | $1.03B | 5 | 2026-04-30 | → |
| 179 | SATHER FINANCIAL GROUP, INC. | 109344 | $186.5M | $2.27B | 9 | 2026-01-31 | → |
| 180 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 107638 | $186.5M | $1.34B | 7 | 2026-03-31 | → |
| 181 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | $186.1M | $4.20B | 14 | 2026-05-31 | → |
| 182 | RBC ROCHDALE, LLC | 117198 | $186.1M | $72.96B | 269 | 2026-05-31 | → |
| 183 | SEVEN POST INVESTMENT OFFICE LP | 157435 | $185.6M | $9.61B | 22 | 2026-03-31 | → |
| 184 | CHECK CAPITAL MANAGEMENT INC | 107058 | $185.6M | $2.37B | 12 | 2026-03-31 | → |
| 185 | WASHINGTON CROSSING ADVISORS LLC | 281511 | $184.6M | $2.03B | 10 | 2026-04-30 | → |
| 186 | GRACE & WHITE, INC | 110761 | $184.1M | $964.2M | 5 | 2026-05-31 | → |
| 187 | THE BOLLARD GROUP LLC | 155317 | $183.6M | $6.72B | 29 | 2026-03-31 | → |
| 188 | VISE AI ADVISORS, LLC | 301761 | $183.0M | $8.53B | 44 | 2026-06-30 | → |
| 189 | HERITAGE INVESTORS MANAGEMENT CORP | 110420 | $182.7M | $4.63B | 22 | 2026-03-31 | → |
| 190 | SUNESIS ADVISORS, LLC | 159114 | $180.9M | $1.48B | 8 | 2026-03-31 | → |
| 191 | DOCK STREET ASSET MANAGEMENT INC | 111163 | $180.8M | $1.11B | 6 | 2026-03-31 | → |
| 192 | TANDEM INVESTMENT ADVISORS INC | 109392 | $180.4M | $3.45B | 18 | 2026-05-31 | → |
| 193 | ABNER HERRMAN & BROCK, LLC | 8517 | $180.3M | $2.74B | 13 | 2026-06-30 | → |
| 194 | ST. DENIS J. VILLERE & CO., LLC | 105159 | $180.2M | $1.40B | 5 | 2026-05-31 | → |
| 195 | TRUMBOWER FINANCIAL ADVISORS LLC | 107495 | $180.1M | $1.98B | 11 | 2026-03-31 | → |
| 196 | BRUNI J V & CO | 106644 | $179.8M | $1.10B | 5 | 2026-03-31 | → |
| 197 | NEUBERGER BERMAN CANADA ULC | 284803 | $179.6M | $12.39B | 27 | 2026-04-30 | → |
| 198 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $179.1M | $40.18B | 130 | 2026-03-31 | → |
| 199 | JOEL ISAACSON & CO., LLC | 152450 | $179.1M | $9.32B | 52 | 2026-03-31 | → |
| 200 | WEALTHTRUST AXIOM, LLC | 145186 | $178.6M | $899.6M | 5 | 2026-03-31 | → |
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