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 | |
|---|---|---|---|---|---|---|---|
| 601 | ACT WEALTH MANAGEMENT, LLC | 155131 | $113.8M | $568.8M | 5 | 2026-02-28 | → |
| 602 | INSPIRION WEALTH ADVISORS, LLC | 165174 | $113.7M | $1.39B | 12 | 2026-03-31 | → |
| 603 | PARISI GRAY WEALTH MANAGEMENT, LLC | 286388 | $113.7M | $796.0M | 7 | 2026-02-28 | → |
| 604 | AUXANO ADVISORS, LLC | 145179 | $113.6M | $1.78B | 15 | 2026-06-30 | → |
| 605 | DOYENNE WEALTH ADVISORS LLC | 315995 | $113.6M | $2.04B | 18 | 2026-05-31 | → |
| 606 | ICON WEALTH ADVISORS, LLC | 319609 | $113.6M | $2.58B | 22 | 2026-04-30 | → |
| 607 | LYNCH & ASSOCIATES INC | 108326 | $113.5M | $831.1M | 7 | 2026-02-28 | → |
| 608 | FULTON BREAKEFIELD BROENNIMAN,LLC | 108967 | $113.2M | $2.39B | 21 | 2026-03-31 | → |
| 609 | MARQUETTE ASSET MANAGEMENT, LLC | 282482 | $113.1M | $871.6M | 7 | 2026-03-31 | → |
| 610 | PROVENIO CAPITAL MANAGEMENT LLC | 333009 | $113.0M | $1.63B | 11 | 2026-03-31 | → |
| 611 | TANGLEWOOD WEALTH MANAGEMENT, INC. | 107639 | $113.0M | $1.59B | 14 | 2026-03-31 | → |
| 612 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 128199 | $112.9M | $1.66B | 14 | 2026-03-31 | → |
| 613 | CKW FINANCIAL GROUP, LLC | 152116 | $112.9M | $2.53B | 7 | 2026-03-31 | → |
| 614 | ZHANG FINANCIAL LLC | 159257 | $112.8M | $8.37B | 50 | 2026-03-31 | → |
| 615 | NAVIS WEALTH ADVISORS LLC | 311171 | $112.8M | $902.2M | 8 | 2026-06-30 | → |
| 616 | TOTAL INVESTMENT MANAGEMENT, INC. | 108818 | $112.6M | $1.35B | 12 | 2026-03-31 | → |
| 617 | FIRESTONE CAPITAL MANAGEMENT INC | 106366 | $112.6M | $806.2M | 7 | 2026-06-30 | → |
| 618 | LAKE STREET PRIVATE WEALTH, LLC | 296761 | $112.6M | $1.16B | 9 | 2026-03-31 | → |
| 619 | VERITA STRATEGIC WEALTH PARTNERS, LLC | 335215 | $112.5M | $1.01B | 9 | 2026-03-31 | → |
| 620 | 93 FINANCIAL GROUP, LLC | 144235 | $112.5M | $899.7M | 8 | 2026-03-31 | → |
| 621 | PINNACLE WEALTH ADVISORS | 132634 | $112.4M | $936.5M | 6 | 2025-03-31 | → |
| 622 | BOSTON FAMILY OFFICE LLC | 107141 | $112.4M | $2.02B | 17 | 2026-03-31 | → |
| 623 | NORTHCAPE WEALTH MANAGEMENT, LLC | 312350 | $112.4M | $706.1M | 6 | 2026-04-30 | → |
| 624 | STRATEGIC INVESTMENT ADVISORS, LLC | 151501 | $112.3M | $1.82B | 16 | 2026-06-30 | → |
| 625 | WESTWARD INVESTMENT ADVISORY, LLC | 281742 | $112.3M | $571.5M | 5 | 2026-03-31 | → |
| 626 | ACORN WEALTH ADVISORS, LLC | 170462 | $112.3M | $561.4M | 5 | 2026-06-30 | → |
| 627 | AVALOR INVESTMENT AG | 283227 | $112.2M | $2.24B | 20 | 2026-02-28 | → |
| 628 | FIDUCIARY FINANCIAL GROUP, LLC | 285681 | $112.1M | $1.12B | 10 | 2026-06-30 | → |
| 629 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $112.1M | $6.72B | 55 | 2026-03-31 | → |
| 630 | AVALON CAPITAL MANAGEMENT | 107501 | $112.0M | $582.2M | 5 | 2026-03-31 | → |
| 631 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | 138851 | $111.8M | $1.12B | 9 | 2026-03-31 | → |
| 632 | CREATIVE PLANNING, LLC | 105348 | $111.5M | $295.57B | 1,650 | 2026-03-31 | → |
| 633 | GUIDANCE POINT ADVISORS, LLC | 148768 | $111.5M | $558.3M | 5 | 2026-02-28 | → |
| 634 | CLAYTON FINANCIAL GROUP, LLC | 226729 | $111.5M | $793.8M | 7 | 2026-02-28 | → |
| 635 | CLARITY FINANCIAL, LLC | 150661 | $111.4M | $1.84B | 16 | 2026-05-31 | → |
| 636 | PCM ENCORE, LLC | 333127 | $111.4M | $1.94B | 16 | 2026-06-30 | → |
| 637 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | 107153 | $111.3M | $12.84B | 109 | 2026-06-30 | → |
| 638 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $111.1M | $9.14B | 54 | 2026-03-31 | → |
| 639 | MATTERN WEALTH MANAGEMENT LLC | 304520 | $111.0M | $579.0M | 5 | 2026-03-31 | → |
| 640 | CJM WEALTH ADVISERS, LTD. | 107750 | $110.9M | $1.47B | 13 | 2026-06-30 | → |
| 641 | ARS INVESTMENT PARTNERS, LLC | 5845 | $110.8M | $2.71B | 18 | 2026-04-30 | → |
| 642 | SAND HILL GLOBAL ADVISORS, LLC | 111295 | $110.8M | $4.39B | 33 | 2026-03-31 | → |
| 643 | PROVIDENT INVESTMENT MANAGEMENT, INC. | 106976 | $110.7M | $1.13B | 10 | 2026-06-30 | → |
| 644 | FAMILY OFFICE RESEARCH, LLC | 144136 | $110.7M | $648.2M | 5 | 2026-03-31 | → |
| 645 | CYNDEO WEALTH PARTNERS, LLC | 307781 | $110.7M | $3.15B | 28 | 2026-06-30 | → |
| 646 | FAS WEALTH PARTNERS, INC. | 109796 | $110.7M | $3.78B | 33 | 2026-02-28 | → |
| 647 | NEWSQUARE CAPITAL, LLC | 152430 | $110.6M | $2.39B | 21 | 2026-02-28 | → |
| 648 | OAK RIDGE INVESTMENTS, LLC | 107066 | $110.4M | $1.70B | 13 | 2026-05-31 | → |
| 649 | CALLAN CAPITAL, LLC | 142527 | $110.4M | $2.33B | 21 | 2025-03-31 | → |
| 650 | ELEMENT POINTE ADVISORS, LLC | 282750 | $110.4M | $1.22B | 11 | 2026-05-31 | → |
| 651 | LM ADVISORS LLC | 153940 | $110.4M | $2.88B | 22 | 2026-03-31 | → |
| 652 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | 149842 | $110.3M | $1.02B | 9 | 2026-03-31 | → |
| 653 | DOWNTOWN WEALTH STUDIOS, LLC | 325213 | $110.3M | $563.5M | 5 | 2026-03-31 | → |
| 654 | ASSET PLANNING, INC | 111535 | $110.2M | $553.5M | 5 | 2026-01-31 | → |
| 655 | HEARTWOOD WEALTH ADVISORS, LLC | 300273 | $110.2M | $1.55B | 13 | 2026-04-30 | → |
| 656 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $110.1M | $12.20B | 103 | 2026-03-31 | → |
| 657 | AUTUMN LANE ADVISORS, LLC | 173624 | $110.1M | $1.20B | 7 | 2026-02-28 | → |
| 658 | BLUE ZONE WEALTH ADVISORS, LLC | 305943 | $110.0M | $770.0M | 7 | 2026-03-31 | → |
| 659 | SOUTH STREET ADVISORS, LLC | 112326 | $110.0M | $906.1M | 7 | 2026-03-31 | → |
| 660 | NORTHSTAR ASSET MANAGEMENT COMPANY, LLC | 328279 | $110.0M | $659.8M | 6 | 2026-03-31 | → |
| 661 | ROLLINS FINANCIAL ADVISORS, LLC | 312921 | $110.0M | $1.59B | 14 | 2026-04-30 | → |
| 662 | CA FAMILY WEALTH LLC | 285229 | $110.0M | $933.0M | 5 | 2025-03-31 | → |
| 663 | BURNS J W & CO INC | 107835 | $109.9M | $1.03B | 8 | 2026-04-30 | → |
| 664 | NICHOLS & PRATT ADVISERS LLP | 107113 | $109.9M | $2.43B | 20 | 2026-03-31 | → |
| 665 | HARRELL INVESTMENT PARTNERS, LLC | 299166 | $109.9M | $662.4M | 6 | 2026-02-28 | → |
| 666 | WEALTHFRONT ADVISERS LLC | 148456 | $109.8M | $47.73B | 432 | 2026-05-31 | → |
| 667 | PDS PLANNING INC | 106895 | $109.8M | $2.17B | 19 | 2026-03-31 | → |
| 668 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | $109.7M | $8.88B | 72 | 2026-03-31 | → |
| 669 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 277044 | $109.6M | $2.10B | 19 | 2026-04-30 | → |
| 670 | CWS FINANCIAL ADVISORS LLC | 297000 | $109.5M | $1.33B | 12 | 2026-02-28 | → |
| 671 | SALOMON AND LUDWIN, LLC | 292456 | $109.5M | $1.34B | 12 | 2026-05-31 | → |
| 672 | PORTFOLIO DESIGN LABS, LLC | 318127 | $109.4M | $624.9M | 5 | 2026-05-31 | → |
| 673 | MAIN STREET RESEARCH LLC | 114629 | $109.2M | $2.68B | 24 | 2026-04-30 | → |
| 674 | THE MILLSTONE EVANS GROUP, LLC | 311142 | $109.1M | $893.3M | 8 | 2026-05-31 | → |
| 675 | RICHARD BERNSTEIN ADVISORS LLC | 153577 | $109.0M | $3.79B | 28 | 2026-06-30 | → |
| 676 | WATTS GWILLIAM & COMPANY, LLC | 131458 | $109.0M | $1.03B | 9 | 2026-06-30 | → |
| 677 | CAPITAL PLANNING ADVISORS LLC | 170266 | $108.8M | $1.50B | 10 | 2026-03-31 | → |
| 678 | SEVEN BRIDGES ADVISORS LLC | 158722 | $108.8M | $4.61B | 23 | 2026-06-30 | → |
| 679 | WHALEROCK POINT PARTNERS, LLC | 140781 | $108.8M | $1.04B | 6 | 2026-01-31 | → |
| 680 | MARKS GROUP WEALTH MANAGEMENT, INC. | 148679 | $108.7M | $2.02B | 14 | 2026-03-31 | → |
| 681 | STERLING INVESTMENT COUNSEL, LLC | 282624 | $108.6M | $1.03B | 9 | 2026-05-31 | → |
| 682 | LAUTERBACH FINANCIAL ADVISORS, LLC | 114431 | $108.5M | $700.3M | 5 | 2026-03-31 | → |
| 683 | SIGMA INVESTMENT COUNSELORS, INC. | 104754 | $108.5M | $2.17B | 20 | 2026-04-30 | → |
| 684 | SCHRODER WEALTH MANAGEMENT (US) LIMITED | 289151 | $108.5M | $1.40B | 9 | 2026-04-30 | → |
| 685 | M. KRAUS & COMPANY | 106749 | $108.5M | $559.3M | 5 | 2026-03-31 | → |
| 686 | LEGACY WEALTH MANAGEMENT INC | 108619 | $108.4M | $2.66B | 22 | 2026-03-31 | → |
| 687 | DELEGATE ADVISORS, LLC | 159953 | $108.2M | $1.71B | 13 | 2026-03-31 | → |
| 688 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $108.2M | $28.33B | 175 | 2026-03-31 | → |
| 689 | IMC ADVISORS, LLC | 111537 | $108.0M | $540.0M | 5 | 2026-03-31 | → |
| 690 | MOLLER WEALTH PARTNERS, INC. | 110493 | $108.0M | $755.9M | 7 | 2026-02-28 | → |
| 691 | BRISTLECONE ADVISORS LLC | 109227 | $108.0M | $2.11B | 19 | 2025-07-31 | → |
| 692 | WILKINSON GLOBAL ASSET MANAGEMENT LLC | 292470 | $107.9M | $1.88B | 13 | 2026-04-30 | → |
| 693 | ACORN FINANCIAL ADVISORY SERVICES, INC. | 116763 | $107.9M | $1.40B | 11 | 2026-06-30 | → |
| 694 | BETTERWEALTH LLC | 226661 | $107.9M | $659.9M | 6 | 2026-04-30 | → |
| 695 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 290329 | $107.8M | $978.6M | 7 | 2026-06-30 | → |
| 696 | MARBLE WEALTH, LLC | 335291 | $107.7M | $1.05B | 6 | 2026-04-30 | → |
| 697 | PRINCIPLE WEALTH PARTNERS LLC | 290180 | $107.6M | $3.20B | 28 | 2026-06-30 | → |
| 698 | QUENT CAPITAL, LLC | 308203 | $107.6M | $2.05B | 17 | 2026-03-31 | → |
| 699 | NAVPOINT FINANCIAL, INC. | 109432 | $107.5M | $752.2M | 7 | 2026-03-31 | → |
| 700 | WBH ADVISORY, INC. | 105289 | $107.4M | $1.74B | 16 | 2026-04-30 | → |
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