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 | |
|---|---|---|---|---|---|---|---|
| 301 | MOODY, LYNN, LIEBERSON & WALKER, LLC | 283549 | $153.3M | $2.41B | 14 | 2026-03-31 | → |
| 302 | VERNAL POINT ADVISORS, LLC | 166587 | $152.9M | $3.94B | 25 | 2026-03-31 | → |
| 303 | TREBUCHET CONSULTING, LLC | 166645 | $152.7M | $1.08B | 7 | 2026-04-30 | → |
| 304 | STERLING INVESTMENT ADVISORS LTD. | 140710 | $152.5M | $1.08B | 7 | 2026-03-31 | → |
| 305 | MEYER HANDELMAN COMPANY LLC | 107309 | $152.3M | $3.24B | 18 | 2026-03-31 | → |
| 306 | ARNHOLD LLC | 290117 | $151.8M | $6.44B | 13 | 2026-03-31 | → |
| 307 | EVERNEST FINANCIAL ADVISORS | 328161 | $151.8M | $963.0M | 6 | 2026-03-31 | → |
| 308 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $151.6M | $26.04B | 131 | 2026-04-30 | → |
| 309 | CRESCENT GROVE ADVISORS, LLC | 170912 | $151.3M | $5.50B | 34 | 2026-03-31 | → |
| 310 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | 168346 | $151.0M | $906.2M | 6 | 2026-03-31 | → |
| 311 | RED DOOR WEALTH MANAGEMENT, LLC | 153235 | $151.0M | $3.09B | 19 | 2026-06-30 | → |
| 312 | BUILDER INVESTMENT GROUP INC | 107671 | $150.2M | $952.5M | 6 | 2026-03-31 | → |
| 313 | CRANBROOK WEALTH MANAGEMENT, LLC | 132058 | $149.9M | $906.8M | 6 | 2026-03-31 | → |
| 314 | PREMIER PATH WEALTH PARTNERS, LLC | 325300 | $149.8M | $1.22B | 8 | 2026-05-31 | → |
| 315 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 297305 | $149.7M | $1.40B | 9 | 2026-03-31 | → |
| 316 | ROBLE, BELKO AND COMPANY, INC. | 123286 | $149.5M | $1.55B | 9 | 2026-03-31 | → |
| 317 | VANGUARD ADVISERS, INC. | 106715 | $149.2M | $344.62B | 2,208 | 2026-05-31 | → |
| 318 | SMITH, SALLEY & ASSOCIATES, LLC | 129614 | $148.9M | $2.89B | 18 | 2026-05-31 | → |
| 319 | ARGENT CAPITAL MANAGEMENT LLC | 107930 | $148.7M | $3.99B | 23 | 2026-03-31 | → |
| 320 | WELCH & FORBES LLC | 115119 | $148.7M | $9.90B | 55 | 2026-05-31 | → |
| 321 | ROUNDVIEW CAPITAL, LLC | 148083 | $148.7M | $2.13B | 13 | 2026-05-31 | → |
| 322 | PERENNIAL ADVISORS, LLC | 168859 | $148.3M | $761.9M | 5 | 2026-03-31 | → |
| 323 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $148.2M | $87.82B | 267 | 2026-03-31 | → |
| 324 | BASS AND BELL, INC. | 300557 | $148.1M | $1.02B | 6 | 2026-03-31 | → |
| 325 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 107660 | $147.9M | $2.32B | 14 | 2026-03-31 | → |
| 326 | SAGE FINANCIAL GROUP INC. | 116574 | $147.7M | $4.29B | 28 | 2026-06-30 | → |
| 327 | SLOY, DAHL & HOLST, LLC | 110102 | $147.5M | $1.80B | 6 | 2026-05-31 | → |
| 328 | JOURNEY STRATEGIC WEALTH LLC | 310648 | $147.5M | $4.64B | 31 | 2026-03-31 | → |
| 329 | GRYPHON WEALTH, LLC | 339969 | $147.5M | $3.24B | 22 | 2026-05-31 | → |
| 330 | LYELL WEALTH MANAGEMENT LP | 283521 | $147.2M | $1.65B | 11 | 2026-03-31 | → |
| 331 | CLARK ASSET MANAGEMENT, LLC | 284480 | $147.2M | $1.32B | 9 | 2026-04-30 | → |
| 332 | MONOGRAPH WEALTH ADVISORS, LLC | 173949 | $147.0M | $3.25B | 20 | 2026-03-31 | → |
| 333 | LYONROSS CAPITAL MANAGEMENT, LLC | 156637 | $146.8M | $880.5M | 6 | 2026-03-31 | → |
| 334 | D.F. DENT AND COMPANY, INC. | 105179 | $146.7M | $7.88B | 31 | 2026-06-30 | → |
| 335 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $146.7M | $35.80B | 45 | 2026-03-31 | → |
| 336 | L. ROY PAPP & ASSOCIATES, LLP | 105130 | $146.6M | $1.62B | 10 | 2026-05-31 | → |
| 337 | AM INVESTMENT STRATEGIES, LLC | 165823 | $146.6M | $738.4M | 5 | 2026-02-28 | → |
| 338 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | $146.3M | $5.09B | 21 | 2026-03-31 | → |
| 339 | RVW WEALTH LLC | 140451 | $146.2M | $1.94B | 12 | 2026-06-30 | → |
| 340 | COLUMBIA ASSET MANAGEMENT, L.L.C. | 124174 | $145.8M | $1.20B | 7 | 2026-03-31 | → |
| 341 | CALLAN FAMILY OFFICE, LLC | 317446 | $145.7M | $10.21B | 49 | 2026-03-31 | → |
| 342 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 319062 | $145.6M | $3.99B | 25 | 2026-03-31 | → |
| 343 | MRAZ, AMERINE & ASSOCIATES, INC. | 158338 | $145.5M | $917.5M | 6 | 2026-03-31 | → |
| 344 | ANGELES WEALTH MANAGEMENT, LLC | 159952 | $145.1M | $2.81B | 17 | 2026-03-31 | → |
| 345 | ASSET MANAGEMENT GROUP, INC. | 110116 | $145.1M | $898.3M | 6 | 2026-03-31 | → |
| 346 | PARKER INVESTMENT MANAGEMENT, LLC | 112798 | $145.0M | $725.1M | 5 | 2026-03-31 | → |
| 347 | BNC WEALTH MANAGEMENT, LLC | 306483 | $144.8M | $847.5M | 5 | 2026-03-31 | → |
| 348 | SMI ADVISORY SERVICES, LLC | 137872 | $144.6M | $949.0M | 5 | 2026-01-31 | → |
| 349 | ADELL HARRIMAN & CARPENTER INC | 107488 | $144.4M | $2.09B | 13 | 2026-03-31 | → |
| 350 | GEMMER ASSET MANAGEMENT LLC | 109034 | $144.3M | $2.36B | 16 | 2026-03-31 | → |
| 351 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | $144.1M | $1.06B | 6 | 2026-02-28 | → |
| 352 | TERRY MCDANIEL & COMPANY | 104732 | $144.0M | $1.92B | 13 | 2026-03-31 | → |
| 353 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $143.6M | $14.70B | 23 | 2026-04-30 | → |
| 354 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $143.4M | $15.52B | 97 | 2026-03-31 | → |
| 355 | SONORA INVESTMENT MANAGEMENT GROUP, LLC | 315312 | $143.3M | $2.44B | 17 | 2025-03-31 | → |
| 356 | THE GLEASON GROUP, INC. | 175104 | $143.1M | $1.61B | 11 | 2026-06-30 | → |
| 357 | FIERSTON FINANCIAL GROUP INC | 105003 | $142.9M | $1.04B | 7 | 2026-02-28 | → |
| 358 | WEAVER CONSULTING GROUP, LLC | 287895 | $142.8M | $1.05B | 7 | 2026-04-30 | → |
| 359 | EDGEMOOR INVESTMENT ADVISORS, INC. | 109104 | $142.8M | $1.52B | 9 | 2026-03-31 | → |
| 360 | SCS CAPITAL MANAGEMENT LLC | 122258 | $142.7M | $48.65B | 213 | 2026-03-31 | → |
| 361 | WEST PACES ADVISORS, INC. | 175512 | $142.5M | $1.01B | 7 | 2026-01-31 | → |
| 362 | CLARITY WEALTH ADVISORS, LLC | 157913 | $142.5M | $732.9M | 5 | 2026-03-31 | → |
| 363 | DELTA ASSET MANAGEMENT, LLC | 113688 | $142.4M | $1.53B | 10 | 2026-05-31 | → |
| 364 | BILTMORE FAMILY OFFICE, LLC | 167174 | $142.4M | $3.47B | 24 | 2026-03-31 | → |
| 365 | MARCO INVESTMENT MANAGEMENT LLC | 108170 | $142.4M | $1.77B | 10 | 2026-06-30 | → |
| 366 | GREATMARK INVESTMENT PARTNERS, INC. | 105267 | $142.3M | $1.02B | 7 | 2026-03-31 | → |
| 367 | BOURGEON CAPITAL MANAGEMENT LLC | 108054 | $141.9M | $1.07B | 7 | 2026-05-31 | → |
| 368 | FIRST ENDOWMENT DEVELOPMENT CORP | 105335 | $141.8M | $2.80B | 16 | 2026-05-31 | → |
| 369 | RUBINBROWN ADVISORS LLC | 116909 | $141.4M | $3.27B | 23 | 2025-11-30 | → |
| 370 | BIRCH HILL INVESTMENT ADVISORS LLC | 143750 | $141.1M | $2.95B | 19 | 2026-02-28 | → |
| 371 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $141.0M | $78.94B | 496 | 2026-05-31 | → |
| 372 | INLIGHT WEALTH MANAGEMENT, LLC | 289908 | $140.5M | $843.3M | 6 | 2026-03-31 | → |
| 373 | TAURUS ASSET MANAGEMENT, LLC | 130930 | $140.2M | $1.40B | 8 | 2025-03-31 | → |
| 374 | WALLACE CAPITAL MANAGEMENT, INC. | 119174 | $139.9M | $1.49B | 7 | 2026-03-31 | → |
| 375 | BARTON INVESTMENT MANAGEMENT, LLC | 141084 | $139.5M | $984.7M | 7 | 2026-02-28 | → |
| 376 | BARON WEALTH MANAGEMENT, LLC | 153117 | $139.4M | $846.8M | 6 | 2026-03-31 | → |
| 377 | MERIDIAN WEALTH ADVISORS, LLC | 282609 | $139.1M | $1.74B | 12 | 2026-04-30 | → |
| 378 | NEVILLE, RODIE & SHAW INC | 104969 | $139.0M | $2.00B | 13 | 2026-01-31 | → |
| 379 | BONNIE WUSZ & ASSOCIATES, INC. | 116471 | $138.6M | $692.8M | 5 | 2026-01-31 | → |
| 380 | WESTMOUNT PARTNERS, LLC | 158857 | $138.5M | $5.94B | 39 | 2026-05-31 | → |
| 381 | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC | 104749 | $138.3M | $933.7M | 6 | 2026-03-31 | → |
| 382 | MT ASSET MANAGEMENT, LLC | 147381 | $138.2M | $1.24B | 9 | 2026-05-31 | → |
| 383 | ANCHYRA PARTNERS LLC | 335467 | $137.8M | $689.2M | 5 | 2026-03-31 | → |
| 384 | GREENE WEALTH MANAGEMENT, LLC | 137810 | $137.6M | $1.41B | 9 | 2026-04-30 | → |
| 385 | SPIDERROCK ADVISORS, LLC | 171992 | $137.6M | $9.83B | 61 | 2026-03-31 | → |
| 386 | LAFLEUR & GODFREY LLC | 168831 | $137.5M | $1.02B | 7 | 2026-03-31 | → |
| 387 | AERODIGM WEALTH LLC | 282312 | $137.2M | $1.46B | 9 | 2026-05-31 | → |
| 388 | AUFMAN ASSOCIATES INC | 104622 | $137.2M | $971.5M | 7 | 2026-03-31 | → |
| 389 | ZUCKERMAN INVESTMENT GROUP, LLC | 137785 | $136.8M | $2.17B | 15 | 2026-03-31 | → |
| 390 | DIAPHANUM AMERICAS LLC | 310052 | $136.7M | $1.37B | 10 | 2026-06-30 | → |
| 391 | THE PORTFOLIO STRATEGY GROUP, LLC | 166593 | $136.5M | $2.62B | 15 | 2026-03-31 | → |
| 392 | FISHMAN JAY A LTD | 105609 | $136.5M | $1.25B | 8 | 2026-03-31 | → |
| 393 | ELYXIUM WEALTH LLC | 328603 | $136.5M | $819.0M | 6 | 2026-05-31 | → |
| 394 | MEADOW CREEK WEALTH ADVISORS, LLC | 297796 | $136.4M | $728.0M | 5 | 2026-02-28 | → |
| 395 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $136.3M | $10.79B | 35 | 2026-06-30 | → |
| 396 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | 142897 | $135.9M | $815.4M | 6 | 2026-03-31 | → |
| 397 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $135.5M | $21.33B | 129 | 2026-03-31 | → |
| 398 | MAINSTAY CAPITAL MANAGEMENT, LLC | 109528 | $135.4M | $4.84B | 33 | 2026-04-30 | → |
| 399 | CFS INVESTMENT ADVISORY SERVICES LLC | 106577 | $135.3M | $2.73B | 13 | 2026-03-31 | → |
| 400 | BATTERY GLOBAL ADVISORS, LLC | 158508 | $135.2M | $8.37B | 38 | 2026-06-30 | → |
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