Research Report · 2026-06-30
Largest Registered Investment Advisers by Accounts
SEC-registered investment advisers ranked by latest reported total client accounts from ADV Part 1 filings.
Firms
1,000
Total AUM
$62.97T
Median AUM
$4.28B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Accounts↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | INVESCO ADVISERS, INC. | 105360 | 82,498 | $749.52B | 2,804 | 2026-06-30 | → |
| 102 | PARK AVENUE SECURITIES LLC | 46173 | 82,118 | $19.58B | 2,073 | 2026-06-30 | → |
| 103 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | 81,900 | $12.75B | 405 | 2026-03-31 | → |
| 104 | ALLY INVEST ADVISORS INC | 170301 | 79,536 | $1.73B | 8 | 2026-04-30 | → |
| 105 | EAGLE ASSET MANAGEMENT INC | 110653 | 79,272 | $60.65B | 77 | 2026-06-30 | → |
| 106 | GRADIENT INVESTMENTS, LLC | 141726 | 77,311 | $8.20B | 41 | 2026-06-30 | → |
| 107 | ALLIANCEBERNSTEIN L.P. | 108477 | 75,956 | $763.40B | 4,204 | 2026-03-31 | → |
| 108 | ALLWORTH FINANCIAL, L.P. | 111167 | 75,126 | $33.55B | 493 | 2026-03-31 | → |
| 109 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | 73,898 | $40.18B | 130 | 2026-03-31 | → |
| 110 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20472 | 72,503 | $37.93B | 1,293 | 2026-04-30 | → |
| 111 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | 71,582 | $33.52B | 549 | 2026-06-30 | → |
| 112 | BLOOM INVESTMENT ADVISORS, LLC | 317405 | 71,486 | $17.7M | 6 | 2026-03-31 | → |
| 113 | PLANMEMBER SECURITIES CORPORATION | 11869 | 69,645 | $10.12B | 429 | 2026-03-31 | → |
| 114 | PRINCIPAL SECURITIES, INC. | 1137 | 68,981 | $17.02B | 1,464 | 2026-03-31 | → |
| 115 | EKO INVESTMENTS INC. | 313296 | 68,370 | $74.9M | 12 | 2026-03-31 | → |
| 116 | GWN SECURITIES INC. | 128929 | 66,025 | $4.75B | 707 | 2026-04-30 | → |
| 117 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | 65,258 | $280.48B | 381 | 2026-03-31 | → |
| 118 | U.S. BANCORP INVESTMENTS, INC. | 17868 | 65,208 | $22.94B | 2,148 | 2026-03-31 | → |
| 119 | FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | 63,604 | $10.10B | 353 | 2026-06-30 | → |
| 120 | SANCTUARY ADVISORS, LLC | 226606 | 62,617 | $34.88B | 770 | 2026-06-30 | → |
| 121 | &PARTNERS | 3767 | 62,194 | $30.27B | 703 | 2026-06-30 | → |
| 122 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | 60,663 | $17.35B | 532 | 2026-06-30 | → |
| 123 | CITIZENS SECURITIES, INC. | 39550 | 60,545 | $12.87B | 471 | 2026-04-30 | → |
| 124 | CITIGROUP GLOBAL MARKETS INC. | 7059 | 59,757 | $56.01B | 7,036 | 2026-06-30 | → |
| 125 | TOWNSQUARE CAPITAL, LLC | 288576 | 58,181 | $18.07B | 53 | 2026-03-31 | → |
| 126 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | 56,585 | $86.27B | 690 | 2025-01-31 | → |
| 127 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | 56,386 | $18.92B | 493 | 2026-06-30 | → |
| 128 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | 55,376 | $39.14B | 460 | 2026-06-30 | → |
| 129 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | 54,951 | $12.93B | 624 | 2026-03-31 | → |
| 130 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | 54,503 | $20.77B | 3,901 | 2026-04-30 | → |
| 131 | IFP ADVISORS, LLC | 125112 | 54,154 | $16.29B | 328 | 2026-06-30 | → |
| 132 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 53,959 | $676.69B | 1,589 | 2026-06-30 | → |
| 133 | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | 108783 | 53,695 | $6.31B | 553 | 2026-06-30 | → |
| 134 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 290111 | 50,651 | $1.08B | 33 | 2026-06-30 | → |
| 135 | OSAIC ADVISORY SERVICES, LLC | 171070 | 50,459 | $15.48B | 2,180 | 2026-06-30 | → |
| 136 | STADION MONEY MANAGEMENT, LLC | 112608 | 49,626 | $2.69B | 39 | 2026-03-31 | → |
| 137 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | 49,475 | $15.66B | 736 | 2026-03-31 | → |
| 138 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | 48,710 | $52.78B | 177 | 2026-03-31 | → |
| 139 | MAI CAPITAL MANAGEMENT, LLC | 109807 | 48,547 | $52.10B | 562 | 2026-05-31 | → |
| 140 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | 48,410 | $50.54B | 585 | 2026-03-31 | → |
| 141 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 20804 | 47,883 | $12.77B | 620 | 2026-06-30 | → |
| 142 | STRATOS WEALTH PARTNERS, LTD | 153184 | 47,696 | $18.65B | 618 | 2026-06-30 | → |
| 143 | FIFTH THIRD SECURITIES, INC. | 628 | 47,014 | $10.92B | 13,533 | 2026-06-30 | → |
| 144 | GOLDMAN SACHS & CO. LLC | 361 | 46,269 | $133.64B | 2,268 | 2026-06-30 | → |
| 145 | AMERITAS ADVISORY SERVICES, LLC | 317245 | 45,299 | $13.75B | 797 | 2026-03-31 | → |
| 146 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | 45,106 | $24.65B | 289 | 2026-06-30 | → |
| 147 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | 45,002 | $17.23B | 251 | 2026-06-30 | → |
| 148 | HARBOUR INVESTMENTS, INC. | 19258 | 44,629 | $9.60B | 232 | 2026-06-30 | → |
| 149 | FARTHER FINANCE ADVISORS, LLC | 302050 | 44,421 | $16.01B | 571 | 2026-03-31 | → |
| 150 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | 43,954 | $398.65B | 1,542 | 2026-03-31 | → |
| 151 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | 43,537 | $21.33B | 129 | 2026-03-31 | → |
| 152 | TRANSAMERICA FINANCIAL ADVISORS, LLC | 16164 | 42,735 | $2.11B | 991 | 2026-03-31 | → |
| 153 | RBC ROCHDALE, LLC | 117198 | 42,671 | $72.96B | 269 | 2026-05-31 | → |
| 154 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | 42,399 | $7.89B | 520 | 2026-03-31 | → |
| 155 | LIDO ADVISORS, LLC | 269866 | 42,220 | $42.50B | 437 | 2026-06-30 | → |
| 156 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | 41,105 | $15.73B | 188 | 2026-06-30 | → |
| 157 | SAGESPRING WEALTH PARTNERS | 283515 | 41,069 | $8.49B | 195 | 2026-05-31 | → |
| 158 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 41,027 | $1.25T | 662 | 2026-06-30 | → |
| 159 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | 40,469 | $155.41B | 648 | 2026-04-30 | → |
| 160 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | 39,781 | $64.28B | 492 | 2026-03-31 | → |
| 161 | FACET WEALTH, INC | 285961 | 39,720 | $6.04B | 168 | 2026-02-28 | → |
| 162 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | 39,636 | $32.24B | 424 | 2026-06-30 | → |
| 163 | OPPENHEIMER & CO. INC. | 249 | 39,036 | $36.71B | 2,806 | 2026-06-30 | → |
| 164 | CENTAURUS FINANCIAL, INC. | 30833 | 38,049 | $7.34B | 580 | 2025-07-31 | → |
| 165 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 37,227 | $5.69T | 1,427 | 2026-03-31 | → |
| 166 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | 37,014 | $10.60B | 325 | 2026-06-30 | → |
| 167 | SUMMIT FINANCIAL, LLC | 299322 | 36,236 | $22.47B | 490 | 2026-03-31 | → |
| 168 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | 36,184 | $31.69B | 1,923 | 2026-06-30 | → |
| 169 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | 36,013 | $35.69B | 151 | 2026-05-31 | → |
| 170 | WAVERLY ADVISORS, LLC | 115332 | 35,709 | $29.78B | 414 | 2026-06-30 | → |
| 171 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | 174433 | 35,589 | $2.20B | 149 | 2026-03-31 | → |
| 172 | CREATIVEONE WEALTH, LLC | 281213 | 35,425 | $6.25B | 222 | 2026-05-31 | → |
| 173 | FUTUREMONEY RIA, LLC | 329835 | 35,072 | $1.6M | 9 | 2026-03-31 | → |
| 174 | ARAX ADVISORY PARTNERS, LLC | 133535 | 34,944 | $23.18B | 319 | 2026-06-30 | → |
| 175 | KEY INVESTMENT SERVICES LLC | 136300 | 34,920 | $8.88B | 1,325 | 2026-06-30 | → |
| 176 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | 33,988 | $169.58B | 464 | 2026-06-30 | → |
| 177 | FINHABITS ADVISORS, LLC | 210522 | 33,945 | $116.0M | 11 | 2026-03-31 | → |
| 178 | APERIO GROUP, LLC | 111616 | 33,901 | $152.13B | 208 | 2026-04-30 | → |
| 179 | INSIGHTS INVESTMENTS LLC | 309727 | 33,896 | $45.8M | 1 | 2026-03-31 | → |
| 180 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | 33,378 | $9.22B | 200 | 2026-04-30 | → |
| 181 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | 33,333 | $13.45B | 211 | 2026-06-30 | → |
| 182 | CRESSET ASSET MANAGEMENT, LLC | 288566 | 32,894 | $78.94B | 496 | 2026-05-31 | → |
| 183 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | 32,595 | $406.96B | 6,400 | 2026-06-30 | → |
| 184 | W2B, INC. | 331220 | 32,225 | $26.2M | 6 | 2026-03-31 | → |
| 185 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | 31,932 | $8.96B | 285 | 2026-06-30 | → |
| 186 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | 31,897 | $184.99B | 137 | 2026-06-30 | → |
| 187 | ATRIA INVESTMENTS, INC. | 143593 | 31,684 | $11.05B | 60 | 2026-03-31 | → |
| 188 | FOCUS POINT SOLUTIONS, INC | 131195 | 31,647 | $6.78B | 40 | 2025-06-30 | → |
| 189 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | 31,247 | $8.25B | 550 | 2026-03-31 | → |
| 190 | FORUSALL ADVISORS, LLC | 167241 | 31,237 | $1.50B | 11 | 2026-03-31 | → |
| 191 | THE AMERIFLEX GROUP, INC. | 305585 | 30,843 | $9.66B | 201 | 2026-03-31 | → |
| 192 | WAHED INVEST LLC | 242793 | 30,683 | $1.29B | 9 | 2026-06-30 | → |
| 193 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | 30,663 | $13.88B | 200 | 2026-03-31 | → |
| 194 | MODERN WEALTH MANAGEMENT, LLC | 324624 | 30,617 | $10.90B | 253 | 2026-04-30 | → |
| 195 | QAPITAL INVEST, LLC | 283762 | 30,166 | $42.1M | 9 | 2026-01-31 | → |
| 196 | MATSON MONEY, INC. | 110425 | 29,979 | $24.33B | 69 | 2026-05-31 | → |
| 197 | BEACON POINTE ADVISORS, LLC | 119290 | 29,892 | $54.87B | 780 | 2026-05-31 | → |
| 198 | ADVISORY SERVICES NETWORK, LLC | 146051 | 29,663 | $10.60B | 268 | 2026-06-30 | → |
| 199 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | 29,500 | $12.44B | 333 | 2025-09-30 | → |
| 200 | EFS ADVISORS LLC | 115211 | 29,438 | $2.40B | 59 | 2026-03-31 | → |
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