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 | |
|---|---|---|---|---|---|---|---|
| 401 | ABSHER WEALTH MANAGEMENT, LLC | 304642 | $135.0M | $1.26B | 9 | 2026-05-31 | → |
| 402 | BRICKLEY WEALTH MANAGEMENT | 287487 | $134.9M | $950.1M | 7 | 2026-05-31 | → |
| 403 | CINCINNATI ASSET MANAGEMENT INC | 104946 | $134.7M | $2.53B | 15 | 2026-03-31 | → |
| 404 | GRANDFIELD & DODD, LLC | 110971 | $134.4M | $2.21B | 16 | 2026-03-31 | → |
| 405 | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | 109882 | $134.2M | $2.06B | 14 | 2026-03-31 | → |
| 406 | ELSER FINANCIAL PLANNING, INC. | 143311 | $133.8M | $2.11B | 15 | 2026-03-31 | → |
| 407 | SEPIO CAPITAL, LP | 285645 | $133.8M | $5.64B | 31 | 2026-04-30 | → |
| 408 | AMERICAN FINANCIAL ADVISORS, LLC. | 115824 | $133.6M | $950.2M | 7 | 2026-05-31 | → |
| 409 | GREAT POINT WEALTH ADVISORS, LLC | 147082 | $133.5M | $725.8M | 5 | 2026-03-31 | → |
| 410 | GLOBAL FINANCIAL PRIVATE CLIENT, LLC | 290006 | $133.2M | $828.3M | 6 | 2026-03-31 | → |
| 411 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | $133.2M | $1.63B | 11 | 2026-04-30 | → |
| 412 | VERIDAN WEALTH LLC | 329666 | $133.1M | $667.2M | 5 | 2026-06-30 | → |
| 413 | FINANCIAL PLAN, INC. | 116073 | $133.0M | $1.60B | 12 | 2026-03-31 | → |
| 414 | AMPLIUS WEALTH ADVISORS, LLC | 312463 | $132.9M | $1.74B | 13 | 2026-05-31 | → |
| 415 | CORTLAND ASSOCIATES INC | 104681 | $132.8M | $958.0M | 7 | 2026-03-31 | → |
| 416 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. | 140444 | $132.8M | $1.21B | 9 | 2026-04-30 | → |
| 417 | TIEDEMANN ADVISORS, LLC | 147189 | $132.4M | $31.01B | 182 | 2026-04-30 | → |
| 418 | FORTRESS WEALTH PLANNING, LLC | 307618 | $132.3M | $793.9M | 6 | 2026-03-31 | → |
| 419 | BRADLEY FOSTER & SARGENT INC | 106928 | $132.0M | $9.07B | 61 | 2026-04-30 | → |
| 420 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | $132.0M | $5.83B | 44 | 2026-03-31 | → |
| 421 | NORRIS PERNE & FRENCH LLP | 104683 | $131.9M | $2.69B | 18 | 2026-03-31 | → |
| 422 | PATHWAY FINANCIAL ADVISORS, LLC | 124801 | $131.7M | $1.65B | 11 | 2026-03-31 | → |
| 423 | B&D WHITE CAPITAL COMPANY, LLC | 173822 | $131.7M | $925.2M | 7 | 2026-03-31 | → |
| 424 | PARSONS CAPITAL MANAGEMENT, LLC | 114494 | $131.7M | $803.8M | 6 | 2025-03-31 | → |
| 425 | CATALYST FINANCIAL PARTNERS LLC | 299335 | $131.7M | $1.72B | 12 | 2026-04-30 | → |
| 426 | COMPASS WEALTH MANAGEMENT LLC | 106289 | $131.7M | $682.5M | 5 | 2026-02-28 | → |
| 427 | STACK FINANCIAL MANAGEMENT INC | 106785 | $131.6M | $1.99B | 14 | 2026-03-31 | → |
| 428 | FIDUCIARY WEALTH PARTNERS, LLC | 160696 | $131.5M | $1.54B | 10 | 2026-03-31 | → |
| 429 | ATLAS LEGACY ADVISORS LLC | 329888 | $131.4M | $715.0M | 5 | 2026-03-31 | → |
| 430 | SAGE ADVISORY SERVICES LTD CO | 106236 | $131.4M | $28.43B | 58 | 2026-03-31 | → |
| 431 | PENN DAVIS MCFARLAND INC | 110417 | $131.4M | $1.36B | 10 | 2026-03-31 | → |
| 432 | SSB WEALTH MANAGEMENT, INC. | 306510 | $131.3M | $2.73B | 20 | 2026-06-30 | → |
| 433 | RAINEY & RANDALL WEALTH ADVISORS, INC. | 116251 | $131.2M | $918.2M | 7 | 2026-03-31 | → |
| 434 | D'ORAZIO & ASSOCIATES, INC. | 131976 | $131.2M | $1.44B | 11 | 2026-03-31 | → |
| 435 | SOUTHERN FINANCIAL GROUP, LLC | 142644 | $131.1M | $1.05B | 8 | 2026-02-28 | → |
| 436 | KING WEALTH MANAGEMENT GROUP, LLC | 159550 | $131.0M | $1.08B | 8 | 2026-01-31 | → |
| 437 | IWP WEALTH MANAGEMENT LLC | 136314 | $130.6M | $4.32B | 33 | 2026-03-31 | → |
| 438 | CURATED WEALTH PARTNERS, LLC | 297852 | $130.4M | $1.76B | 12 | 2026-03-31 | → |
| 439 | THREE ARCH WEALTH MANAGEMENT LLC | 333733 | $130.3M | $662.4M | 5 | 2026-06-30 | → |
| 440 | AMERAUDI ASSET MANAGEMENT, INC. | 119854 | $130.3M | $2.10B | 15 | 2026-03-31 | → |
| 441 | ALPHA CUBED INVESTMENTS, LLC | 159347 | $130.3M | $3.78B | 29 | 2026-03-31 | → |
| 442 | THE WELCH GROUP, LLC | 111273 | $130.2M | $3.68B | 28 | 2026-03-31 | → |
| 443 | PARKSIDE INVESTMENTS, LLC | 286178 | $130.1M | $1.44B | 7 | 2026-04-30 | → |
| 444 | LEVEL FOUR CAPITAL MANAGEMENT | 304792 | $130.0M | $1.38B | 9 | 2026-03-31 | → |
| 445 | WELLINGTON CONSULTING SERVICES INC | 105837 | $129.9M | $1.69B | 13 | 2026-03-31 | → |
| 446 | HOLLENCREST CAPITAL MANAGEMENT, LLC | 46217 | $129.9M | $2.87B | 19 | 2026-06-30 | → |
| 447 | SAGE MOUNTAIN ADVISORS, LLC | 298593 | $129.9M | $4.29B | 31 | 2026-03-31 | → |
| 448 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | 145355 | $129.7M | $654.4M | 5 | 2026-03-31 | → |
| 449 | FAGAN ASSOCIATES INC | 107562 | $129.6M | $940.7M | 7 | 2026-03-31 | → |
| 450 | OPUS CAPITAL GROUP, LLC | 106528 | $129.6M | $1.51B | 7 | 2026-03-31 | → |
| 451 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | 156452 | $129.5M | $647.6M | 5 | 2026-02-28 | → |
| 452 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $129.4M | $110.30B | 704 | 2026-03-31 | → |
| 453 | FAIRWAY WEALTH LLC | 311031 | $129.3M | $2.98B | 23 | 2026-03-31 | → |
| 454 | TILLMAN HARTLEY LLC | 109479 | $128.9M | $746.3M | 5 | 2026-03-31 | → |
| 455 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 108100 | $128.5M | $2.65B | 18 | 2026-05-31 | → |
| 456 | PEDDOCK CAPITAL ADVISORS, LLC | 148216 | $128.4M | $836.2M | 6 | 2026-06-30 | → |
| 457 | PALO ALTO WEALTH ADVISORS, LLC | 285326 | $128.4M | $770.4M | 6 | 2025-03-31 | → |
| 458 | AVENIR CORPORATION | 110545 | $128.2M | $849.3M | 6 | 2026-03-31 | → |
| 459 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | 138538 | $128.2M | $1.32B | 10 | 2026-03-31 | → |
| 460 | LIBRA WEALTH LLC | 288098 | $128.0M | $639.8M | 5 | 2026-03-31 | → |
| 461 | PENNINGTON PARTNERS & CO., LLC | 282688 | $127.8M | $5.09B | 36 | 2026-04-30 | → |
| 462 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $127.6M | $64.84B | 305 | 2026-06-30 | → |
| 463 | ARGOS CAPITAL PARTNERS, LLC | 116165 | $127.5M | $2.61B | 15 | 2026-04-30 | → |
| 464 | JMAC ENTERPRISES LLC | 312710 | $127.4M | $722.4M | 5 | 2026-05-31 | → |
| 465 | BLUE EDGE CAPITAL, LLC | 155613 | $127.0M | $765.1M | 5 | 2026-04-30 | → |
| 466 | FINANCIAL PARTNERS GROUP, INC. | 288644 | $126.6M | $1.15B | 9 | 2026-03-31 | → |
| 467 | GLOBALT INVESTMENTS LLC | 328039 | $126.6M | $3.02B | 18 | 2026-04-30 | → |
| 468 | 3CHOPT INVESTMENT PARTNERS LLC | 319125 | $126.6M | $889.4M | 7 | 2026-03-31 | → |
| 469 | TIEMPO CAPITAL PARTNERS, LLC | 329367 | $126.5M | $911.0M | 7 | 2026-06-30 | → |
| 470 | CONCENTRUM WEALTH MANAGEMENT, INC. | 167151 | $126.5M | $986.8M | 7 | 2026-03-31 | → |
| 471 | J.P. KING ADVISORS, INC. | 112109 | $126.4M | $889.7M | 7 | 2026-03-31 | → |
| 472 | EVOLVE PRIVATE WEALTH, LLC | 333932 | $126.4M | $2.15B | 17 | 2026-06-30 | → |
| 473 | LATHROP INVESTMENT MANAGEMENT COMPANY | 334458 | $126.3M | $1.01B | 5 | 2026-03-31 | → |
| 474 | VALIDUS CAPITAL LLC | 319212 | $126.1M | $2.54B | 18 | 2026-03-31 | → |
| 475 | YOUNG RICHARD C & CO LTD | 105866 | $126.1M | $1.80B | 14 | 2026-03-31 | → |
| 476 | KENNERMAN ASSOCIATE INC | 105696 | $126.1M | $825.5M | 6 | 2026-02-28 | → |
| 477 | HEMSLEY ADVISORS, LTD. | 106414 | $126.1M | $638.1M | 5 | 2026-04-30 | → |
| 478 | EVOKE WEALTH, LLC | 300856 | $125.9M | $17.29B | 96 | 2026-04-30 | → |
| 479 | TRANQUILITY PARTNERS, LLC | 283478 | $125.7M | $897.0M | 7 | 2026-02-28 | → |
| 480 | GARDE CAPITAL, INC. | 151043 | $125.7M | $2.65B | 18 | 2026-03-31 | → |
| 481 | NORTHEAST INVESTMENT MANAGEMENT INC | 105051 | $125.5M | $3.27B | 25 | 2026-02-28 | → |
| 482 | GENTRUST, LLC | 158369 | $125.3M | $5.20B | 40 | 2026-03-31 | → |
| 483 | THE CLARIUS GROUP, LLC | 173347 | $125.1M | $4.68B | 35 | 2025-06-30 | → |
| 484 | CAPITALIA (SUISSE) | 164222 | $125.0M | $750.0M | 6 | 2026-02-28 | → |
| 485 | MV CAPITAL MANAGEMENT, INC. | 139034 | $125.0M | $1.44B | 8 | 2026-03-31 | → |
| 486 | O'HAGAN GROUP, INC. | 315389 | $125.0M | $1.25B | 10 | 2026-03-31 | → |
| 487 | EDGEWOOD MANAGEMENT LLC | 106647 | $124.9M | $21.52B | 41 | 2026-03-31 | → |
| 488 | BURLING WEALTH PARTNERS, LLC | 332198 | $124.8M | $1.00B | 8 | 2026-03-31 | → |
| 489 | COPPER HARBOR INVESTMENT ADVISORS, LLC | 169978 | $124.7M | $805.0M | 6 | 2026-03-31 | → |
| 490 | IBEX WEALTH ADVISORS, LLC | 168674 | $124.6M | $1.28B | 10 | 2026-03-31 | → |
| 491 | GREYCOURT & CO., INC. | 111936 | $124.6M | $6.61B | 37 | 2026-03-31 | → |
| 492 | J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD | 292433 | $124.5M | $931.9M | 7 | 2026-03-31 | → |
| 493 | SMITH ANGLIN FINANCIAL, LLC | 144386 | $124.4M | $2.01B | 16 | 2025-05-31 | → |
| 494 | W.G.SHAHEEN & ASSOCIATES,LTD. | 117307 | $124.2M | $1.49B | 12 | 2026-03-31 | → |
| 495 | CANOPY PARTNERS, LLC | 324812 | $124.1M | $869.0M | 7 | 2026-03-31 | → |
| 496 | VANTAGE WEALTH MANAGEMENT, LLC | 152374 | $124.0M | $1.12B | 9 | 2026-03-31 | → |
| 497 | RIVERSTONE ADVISORS, LLC | 130346 | $124.0M | $640.9M | 5 | 2026-06-30 | → |
| 498 | AEGIS WEALTH MANAGEMENT LLC | 134429 | $123.9M | $744.1M | 6 | 2026-03-31 | → |
| 499 | SCHAEFER FINANCIAL MANAGEMENT, INC. | 110110 | $123.9M | $1.11B | 9 | 2026-03-31 | → |
| 500 | PERRYMAN FINANCIAL ADVISORY, INC. | 107653 | $123.9M | $1.02B | 8 | 2026-03-31 | → |
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