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 | |
|---|---|---|---|---|---|---|---|
| 501 | ACADEMY CAPITAL MANAGEMENT | 105008 | $123.7M | $1.16B | 9 | 2026-03-31 | → |
| 502 | AVESTAR CAPITAL, LLC | 287525 | $123.6M | $2.07B | 16 | 2026-06-30 | → |
| 503 | GFS ADVISORS LLC | 143110 | $123.5M | $3.76B | 11 | 2026-03-31 | → |
| 504 | GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES | 112248 | $123.3M | $909.3M | 7 | 2026-02-28 | → |
| 505 | ROWLAND MILLER + PARTNERS LLC | 226629 | $123.3M | $635.9M | 5 | 2026-03-31 | → |
| 506 | CHERRY CREEK FAMILY OFFICES, LLC | 156310 | $123.2M | $2.02B | 16 | 2026-02-28 | → |
| 507 | SUMMIT ASSET MANAGEMENT LLC | 109606 | $123.2M | $1.08B | 8 | 2026-03-31 | → |
| 508 | IAG WEALTH PARTNERS, LLC | 109721 | $123.1M | $1.87B | 15 | 2026-03-31 | → |
| 509 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 286635 | $122.9M | $1.09B | 7 | 2026-05-31 | → |
| 510 | CANTON HATHAWAY LLC | 297527 | $122.5M | $866.1M | 5 | 2026-03-31 | → |
| 511 | ONE8ZERO8, LLC | 332702 | $122.5M | $644.6M | 5 | 2026-05-31 | → |
| 512 | IMPACT CAPITAL PARTNERS LLC | 329616 | $122.4M | $625.6M | 5 | 2026-03-31 | → |
| 513 | HIGHMARK WEALTH MANAGEMENT LLC | 164790 | $122.3M | $611.7M | 5 | 2026-04-30 | → |
| 514 | BLUME CAPITAL MANAGEMENT, INC. | 111768 | $122.3M | $856.6M | 7 | 2026-05-31 | → |
| 515 | AMI ASSET MANAGEMENT CORP | 110291 | $122.1M | $1.93B | 13 | 2025-11-30 | → |
| 516 | J. L. BAINBRIDGE & CO., INC. | 108058 | $122.0M | $1.37B | 11 | 2026-03-31 | → |
| 517 | ARCUS CAPITAL PARTNERS, LLC | 147346 | $122.0M | $2.51B | 15 | 2026-03-31 | → |
| 518 | STOKER OSTLER WEALTH ADVISORS, INC. | 111320 | $121.9M | $3.67B | 30 | 2026-04-30 | → |
| 519 | TWIN FOCUS CAPITAL PARTNERS, LLC | 140522 | $121.9M | $4.58B | 37 | 2026-04-30 | → |
| 520 | WHITE OAKS WEALTH ADVISORS, INC. | 173522 | $121.8M | $618.3M | 5 | 2026-04-30 | → |
| 521 | WOODSTOCK CORPORATION | 110662 | $121.7M | $1.29B | 10 | 2026-06-30 | → |
| 522 | INVESTMENT ADVISORY GROUP, LLC | 109445 | $121.6M | $1.22B | 10 | 2026-02-28 | → |
| 523 | WEINAND FINANCIAL, INC. | 328590 | $121.4M | $610.4M | 5 | 2026-03-31 | → |
| 524 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $121.4M | $216.43B | 434 | 2026-03-31 | → |
| 525 | SPIREPOINT PRIVATE CLIENT, LLC | 327350 | $121.2M | $1.44B | 10 | 2026-06-30 | → |
| 526 | R M DAVIS INC | 105448 | $121.0M | $8.15B | 63 | 2026-03-31 | → |
| 527 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 120952 | $121.0M | $1.06B | 8 | 2026-03-31 | → |
| 528 | ROSSBY FINANCIAL, LLC | 324631 | $120.8M | $854.8M | 7 | 2026-05-31 | → |
| 529 | CRESTWOOD ADVISORS GROUP, LLC | 286243 | $120.6M | $8.02B | 64 | 2026-06-30 | → |
| 530 | ATLAS WEALTH LLC | 321832 | $120.5M | $872.6M | 7 | 2026-04-30 | → |
| 531 | CARSON ADVISORY, INC. | 117410 | $120.5M | $864.9M | 7 | 2026-04-30 | → |
| 532 | FIDUCIARY TRUST INTERNATIONAL, LLC | 124062 | $120.4M | $7.67B | 50 | 2025-12-31 | → |
| 533 | GHP INVESTMENT ADVISORS INC | 107563 | $120.2M | $3.06B | 25 | 2026-03-31 | → |
| 534 | KWB WEALTH | 300921 | $119.8M | $1.23B | 10 | 2026-05-31 | → |
| 535 | VIRTUS FAMILY OFFICE, LLC | 298272 | $119.8M | $726.9M | 5 | 2026-03-31 | → |
| 536 | CAPITAL INVESTMENT SERVICES OF AMERICA INC | 110639 | $119.7M | $1.31B | 9 | 2025-12-31 | → |
| 537 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | 107003 | $119.7M | $1.44B | 9 | 2026-03-31 | → |
| 538 | PROMETHEUS WEALTH MANAGEMENT SAM | 332503 | $119.7M | $1.24B | 9 | 2026-03-31 | → |
| 539 | SAAGA, LLC | 327015 | $119.6M | $717.5M | 6 | 2026-03-31 | → |
| 540 | STEEL GROVE CAPITAL ADVISORS, LLC | 115231 | $119.5M | $1.64B | 13 | 2026-03-31 | → |
| 541 | LOUNTZIS ASSET MANAGEMENT, LLC | 118923 | $119.4M | $624.1M | 5 | 2026-03-31 | → |
| 542 | DAYMARK WEALTH PARTNERS, LLC | 320878 | $119.3M | $5.04B | 40 | 2026-02-28 | → |
| 543 | SACHEM HILL LLC | 174210 | $119.3M | $1.18B | 8 | 2026-03-31 | → |
| 544 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | $119.3M | $5.63B | 43 | 2026-06-30 | → |
| 545 | HUTCHINSON CAPITAL MANAGEMENT | 106158 | $119.1M | $941.7M | 7 | 2026-03-31 | → |
| 546 | PALISADE ASSET MANAGEMENT, LLC | 136089 | $119.1M | $1.27B | 10 | 2026-03-31 | → |
| 547 | INLET PRIVATE WEALTH, LLC | 297154 | $118.9M | $608.1M | 5 | 2026-02-28 | → |
| 548 | BALLENTINE PARTNERS, LLC | 152802 | $118.8M | $15.32B | 125 | 2026-05-31 | → |
| 549 | OWL CREEK WEALTH PARTNERS LLC | 331850 | $118.7M | $602.3M | 5 | 2026-06-30 | → |
| 550 | WOODMONT INVESTMENT COUNSEL, LLC | 109779 | $118.7M | $2.01B | 15 | 2026-03-31 | → |
| 551 | CYPRESS POINT WEALTH MANAGEMENT, LLC | 143771 | $118.6M | $1.47B | 12 | 2026-03-31 | → |
| 552 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | $118.5M | $3.76B | 24 | 2026-03-31 | → |
| 553 | PACIFIC SAGE PARTNERS, LLC | 315663 | $118.3M | $986.3M | 8 | 2026-03-31 | → |
| 554 | ANDERSON HOAGLAND & CO | 105157 | $118.2M | $1.43B | 8 | 2026-02-28 | → |
| 555 | MPS-LORIA FINANCIAL PLANNERS,LLC | 122866 | $118.1M | $826.6M | 7 | 2026-02-28 | → |
| 556 | HOURGLASS CAPITAL, LLC | 147754 | $118.1M | $768.9M | 6 | 2026-04-30 | → |
| 557 | CALLAHAN ADVISORS, LLC | 114058 | $118.0M | $1.33B | 11 | 2026-03-31 | → |
| 558 | HARTLINE INVESTMENT CORP. | 106923 | $117.9M | $935.5M | 6 | 2026-03-31 | → |
| 559 | FISCHER FINANCIAL SERVICES INC | 104616 | $117.5M | $636.1M | 5 | 2026-02-28 | → |
| 560 | CLEARVIEW FINANCIAL PARTNERS, LLC | 286168 | $117.2M | $1.06B | 8 | 2026-06-30 | → |
| 561 | GLASSMAN WEALTH SERVICES, LLC | 151478 | $117.2M | $2.56B | 21 | 2026-04-30 | → |
| 562 | PITTENGER & ANDERSON INC | 111033 | $117.0M | $3.03B | 14 | 2026-01-31 | → |
| 563 | 180 WEALTH ADVISORS, LLC | 284921 | $116.7M | $1.36B | 11 | 2026-02-28 | → |
| 564 | SEVENBRIDGE FINANCIAL GROUP, LLC | 281037 | $116.7M | $731.1M | 6 | 2026-02-28 | → |
| 565 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $116.7M | $10.66B | 68 | 2026-06-30 | → |
| 566 | SKYVIEW INVESTMENT ADVISORS, LLC | 286353 | $116.6M | $8.32B | 21 | 2026-03-31 | → |
| 567 | IFC ADVISORS LLC | 332157 | $116.3M | $2.34B | 18 | 2026-03-31 | → |
| 568 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $116.2M | $5.20B | 31 | 2025-12-31 | → |
| 569 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $116.2M | $7.62B | 42 | 2026-03-31 | → |
| 570 | INTELLECTUS PARTNERS, LLC | 173140 | $116.1M | $1.57B | 13 | 2026-05-31 | → |
| 571 | RPG INVESTMENT ADVISORY, LLC | 172173 | $116.0M | $1.04B | 9 | 2026-01-31 | → |
| 572 | MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. | 138240 | $116.0M | $2.66B | 15 | 2026-03-31 | → |
| 573 | FITZROY INVESTMENT ADVISORS LLC | 174342 | $115.9M | $1.04B | 9 | 2026-03-31 | → |
| 574 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | 121496 | $115.5M | $1.11B | 9 | 2026-03-31 | → |
| 575 | FAIRFIELD, BUSH & CO. | 105970 | $115.4M | $589.0M | 5 | 2026-03-31 | → |
| 576 | MATTERN CAPITAL MANAGEMENT, LLC | 299342 | $115.3M | $1.07B | 9 | 2026-03-31 | → |
| 577 | TRAPHAGEN INVESTMENT ADVISORS LLC | 107764 | $115.3M | $2.28B | 18 | 2026-03-31 | → |
| 578 | EDGE WEALTH MANAGEMENT, LLC | 142380 | $115.3M | $827.2M | 7 | 2026-02-28 | → |
| 579 | RESONANT CAPITAL ADVISORS, LLC | 298451 | $115.2M | $2.96B | 25 | 2026-06-30 | → |
| 580 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 154127 | $115.2M | $1.08B | 9 | 2026-05-31 | → |
| 581 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | $115.2M | $1.77B | 14 | 2026-05-31 | → |
| 582 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 116091 | $115.1M | $2.01B | 16 | 2026-05-31 | → |
| 583 | FULL SAIL CAPITAL, LLC | 291368 | $115.1M | $2.03B | 15 | 2025-06-30 | → |
| 584 | SOUND VIEW WEALTH ADVISORS GROUP, LLC | 300927 | $114.9M | $2.28B | 19 | 2026-03-31 | → |
| 585 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 107238 | $114.9M | $2.27B | 19 | 2026-03-31 | → |
| 586 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $114.7M | $18.85B | 46 | 2026-04-30 | → |
| 587 | MOMENT PARTNERS, LLC | 332691 | $114.6M | $1.19B | 8 | 2026-04-30 | → |
| 588 | CLEAR TRAIL ADVISORS, LLC | 337595 | $114.6M | $803.1M | 7 | 2026-02-28 | → |
| 589 | MG FINANCIAL LLC | 107649 | $114.6M | $1.13B | 9 | 2026-03-31 | → |
| 590 | SPRINKLE FINANCIAL CONSULTANTS LLC | 112227 | $114.5M | $926.1M | 8 | 2026-03-31 | → |
| 591 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $114.5M | $23.84B | 110 | 2026-06-30 | → |
| 592 | CHEMISTRY WEALTH MANAGEMENT LLC | 316069 | $114.4M | $1.26B | 11 | 2026-03-31 | → |
| 593 | LAUREL WEALTH ADVISORS, LLC | 118469 | $114.2M | $1.11B | 9 | 2026-03-31 | → |
| 594 | STRATEGIC ADVISORS LLC | 125882 | $114.1M | $832.9M | 7 | 2026-02-28 | → |
| 595 | RETIREMENT INCOME SOLUTIONS, INC. | 110145 | $114.1M | $2.97B | 26 | 2026-05-31 | → |
| 596 | GILDER GAGNON HOWE & CO. LLC | 2002 | $114.0M | $12.12B | 84 | 2026-03-31 | → |
| 597 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | 107630 | $113.9M | $1.76B | 15 | 2026-03-31 | → |
| 598 | LAFAYETTE INVESTMENTS, INC. | 22471 | $113.9M | $942.8M | 7 | 2026-04-30 | → |
| 599 | DOPKINS WEALTH MANAGEMENT, LLC | 124209 | $113.8M | $717.0M | 6 | 2026-06-30 | → |
| 600 | MILESTONE INVESTMENT ADVISORS, LLC | 168429 | $113.8M | $877.6M | 7 | 2026-05-31 | → |
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