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 | |
|---|---|---|---|---|---|---|---|
| 301 | AUSDAL FINANCIAL PARTNERS, INC. | 7995 | 16,572 | $3.73B | 306 | 2026-04-30 | → |
| 302 | C2P CAPITAL ADVISORY GROUP, LLC | 156480 | 16,541 | $4.39B | 244 | 2026-03-31 | → |
| 303 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | 16,432 | $117.24B | 139 | 2026-02-28 | → |
| 304 | VISE AI ADVISORS, LLC | 301761 | 16,405 | $8.53B | 44 | 2026-06-30 | → |
| 305 | VOYA FINANCIAL ADVISORS, INC. | 2882 | 16,337 | $3.87B | 638 | 2026-05-31 | → |
| 306 | KESTRA INVESTMENT MANAGEMENT, LLC. | 317711 | 16,262 | $4.31B | 17 | 2026-06-30 | → |
| 307 | MADISON INVESTMENT ADVISORS, LLC | 110297 | 16,164 | $13.84B | 92 | 2026-03-31 | → |
| 308 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | 16,058 | $2.96B | 100 | 2026-03-31 | → |
| 309 | ONEASCENT FINANCIAL SERVICES LLC | 284549 | 16,009 | $3.54B | 161 | 2026-06-30 | → |
| 310 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 157423 | 15,795 | $2.50B | 150 | 2026-05-31 | → |
| 311 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | 15,742 | $4.78B | 106 | 2026-05-31 | → |
| 312 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | 15,720 | $6.54B | 136 | 2026-03-31 | → |
| 313 | HUB INVESTMENT PARTNERS, LLC | 307956 | 15,595 | $11.88B | 172 | 2026-06-30 | → |
| 314 | PRONVEST, LLC DBA FUTURE CAPITAL | 119081 | 15,521 | $2.02B | 30 | 2026-03-31 | → |
| 315 | STONEX ADVISORS INC. | 174182 | 15,487 | $5.09B | 220 | 2026-06-30 | → |
| 316 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | 15,388 | $6.84B | 70 | 2026-06-30 | → |
| 317 | SPIRE WEALTH MANAGEMENT, LLC | 113908 | 15,272 | $4.51B | 145 | 2026-06-30 | → |
| 318 | THE MATHER GROUP, LLC | 156005 | 15,200 | $13.45B | 186 | 2026-04-30 | → |
| 319 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | 15,179 | $5.64B | 130 | 2026-06-30 | → |
| 320 | CARSON GROUP INVESTING, LLC | 291744 | 15,122 | $2.05B | 7 | 2026-05-31 | → |
| 321 | SILVER OAK SECURITIES INCORPORATED | 46947 | 15,093 | $2.45B | 103 | 2026-05-31 | → |
| 322 | CREATIVE FINANCIAL DESIGNS, INC. | 109032 | 15,029 | $2.94B | 170 | 2026-03-31 | → |
| 323 | BANKERS LIFE ADVISORY SERVICES, INC. | 281285 | 14,938 | $1.94B | 384 | 2026-03-31 | → |
| 324 | ARKADIOS WEALTH ADVISORS LLC | 288863 | 14,886 | $8.79B | 188 | 2026-06-30 | → |
| 325 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | 14,862 | $6.72B | 55 | 2026-03-31 | → |
| 326 | ADVANCE CAPITAL MANAGEMENT INC | 110767 | 14,835 | $4.98B | 62 | 2026-03-31 | → |
| 327 | CLEARSTEAD ADVISORS, LLC | 105674 | 14,707 | $33.88B | 280 | 2026-03-31 | → |
| 328 | HBW ADVISORY SERVICES LLC | 143665 | 14,679 | $1.75B | 72 | 2026-03-31 | → |
| 329 | SAVVY ADVISORS, INC. | 318493 | 14,645 | $5.00B | 170 | 2026-03-31 | → |
| 330 | IFG ADVISORY, LLC | 168012 | 14,619 | $4.76B | 187 | 2026-03-31 | → |
| 331 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | 14,608 | $8.01B | 45 | 2026-06-30 | → |
| 332 | JB CAPITAL LLC | 171168 | 14,540 | $2.78B | 64 | 2026-02-28 | → |
| 333 | OPENARC CORPORATE ADVISORY, LLC | 336837 | 14,525 | $10.09B | 146 | 2026-05-31 | → |
| 334 | CAPITAL WEALTH PLANNING, LLC | 150764 | 14,502 | $17.25B | 30 | 2026-03-31 | → |
| 335 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | 14,426 | $7.34B | 161 | 2026-06-30 | → |
| 336 | SAGE ADVISORY SERVICES LTD CO | 106236 | 14,363 | $28.43B | 58 | 2026-03-31 | → |
| 337 | CSENGE ADVISORY GROUP, LLC | 131167 | 14,361 | $3.17B | 74 | 2026-03-31 | → |
| 338 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | 14,293 | $5.31B | 12 | 2025-11-30 | → |
| 339 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 109701 | 14,284 | $5.74B | 155 | 2026-03-31 | → |
| 340 | ON INVESTMENT MANAGEMENT CO | 105662 | 14,153 | $3.15B | 196 | 2026-04-30 | → |
| 341 | THE RETIREMENT PLANNING GROUP, LLC | 129625 | 14,107 | $4.16B | 78 | 2026-06-30 | → |
| 342 | MADISON AVENUE SECURITIES, LLC | 23224 | 14,099 | $2.02B | 125 | 2026-05-31 | → |
| 343 | SIMPLICITY WEALTH LLC | 300572 | 14,045 | $4.27B | 424 | 2026-04-30 | → |
| 344 | ALLEGHENY FINANCIAL GROUP | 104690 | 14,030 | $5.59B | 103 | 2026-05-31 | → |
| 345 | PFG ADVISORS, LLC | 173344 | 13,982 | $3.26B | 112 | 2026-03-31 | → |
| 346 | AVANTAX PLANNING PARTNERS, INC. | 106237 | 13,797 | $7.57B | 261 | 2026-06-30 | → |
| 347 | CX INSTITUTIONAL, LLC | 292627 | 13,723 | $4.46B | 130 | 2026-03-31 | → |
| 348 | EVERSOURCE WEALTH ADVISORS, LLC | 286340 | 13,689 | $5.10B | 76 | 2026-04-30 | → |
| 349 | WEALTHCARE CAPITAL MANAGEMENT LLC | 111119 | 13,598 | $3.93B | 54 | 2026-05-31 | → |
| 350 | CAZ INVESTMENTS L.P. | 113931 | 13,562 | $10.83B | 83 | 2026-03-31 | → |
| 351 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | 13,555 | $113.59B | 1,311 | 2026-03-31 | → |
| 352 | T. ROWE PRICE ADVISORY SERVICES, INC. | 108958 | 13,518 | $5.90B | 92 | 2026-06-30 | → |
| 353 | BRANDES INVESTMENT PARTNERS, LP | 105404 | 13,504 | $40.65B | 149 | 2026-04-30 | → |
| 354 | REGAL INVESTMENT ADVISORS LLC | 125004 | 13,473 | $2.88B | 131 | 2026-05-31 | → |
| 355 | PINKERTON WEALTH, LLC | 120973 | 13,361 | $1.44B | 49 | 2026-06-30 | → |
| 356 | RPOA ADVISORS, INC. | 157222 | 13,358 | $3.59B | 126 | 2026-04-30 | → |
| 357 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | 111872 | 13,260 | $2.66B | 67 | 2026-03-31 | → |
| 358 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | 13,227 | $9.75B | 123 | 2026-03-31 | → |
| 359 | BFC PLANNING, INC. | 119682 | 13,174 | $3.84B | 200 | 2026-03-31 | → |
| 360 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | 13,155 | $5.63B | 43 | 2026-06-30 | → |
| 361 | INTEGRATED ADVISORS NETWORK LLC | 171991 | 12,957 | $5.52B | 87 | 2026-06-30 | → |
| 362 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | 12,951 | $4.65B | 206 | 2026-06-30 | → |
| 363 | STRATOS WEALTH ADVISORS LLC | 283816 | 12,896 | $5.57B | 170 | 2026-06-30 | → |
| 364 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | 12,815 | $3.42B | 61 | 2026-05-31 | → |
| 365 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | 12,813 | $15.54B | 204 | 2026-04-30 | → |
| 366 | COMPOSITION WEALTH, LLC | 143483 | 12,787 | $9.47B | 128 | 2026-03-31 | → |
| 367 | APTUS CAPITAL ADVISORS, LLC | 167626 | 12,707 | $14.14B | 40 | 2026-03-31 | → |
| 368 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | 12,669 | $40.94B | 278 | 2026-03-31 | → |
| 369 | RITHOLTZ WEALTH MANAGEMENT | 168652 | 12,587 | $7.70B | 83 | 2026-05-31 | → |
| 370 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | 12,530 | $184.81B | 210 | 2026-01-31 | → |
| 371 | EVOKE WEALTH, LLC | 300856 | 12,528 | $17.29B | 96 | 2026-04-30 | → |
| 372 | CREATIVEONE SECURITIES, LLC | 152974 | 12,485 | $2.54B | 196 | 2026-05-31 | → |
| 373 | SYNOVUS SECURITIES, INC. | 14023 | 12,411 | $8.45B | 280 | 2026-01-31 | → |
| 374 | EQUITY SERVICES, INC. | 265 | 12,379 | $2.78B | 500 | 2026-03-31 | → |
| 375 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | 12,368 | $14.59B | 132 | 2026-05-31 | → |
| 376 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | 12,298 | $4.98B | 67 | 2026-03-31 | → |
| 377 | KINGSWOOD WEALTH ADVISORS, LLC | 288792 | 12,273 | $3.80B | 88 | 2026-05-31 | → |
| 378 | MORAN WEALTH MANAGEMENT, LLC | 319208 | 12,260 | $5.10B | 56 | 2026-06-30 | → |
| 379 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | 12,216 | $5.01B | 198 | 2026-03-31 | → |
| 380 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | 12,213 | $43.00B | 225 | 2026-03-31 | → |
| 381 | JOHN E. SESTINA AND COMPANY | 108634 | 12,193 | $744.0M | 19 | 2026-03-31 | → |
| 382 | ASPIRIANT, LLC | 146720 | 12,173 | $18.05B | 218 | 2026-05-31 | → |
| 383 | CAIN, WATTERS & ASSOCIATES, LLC | 111521 | 12,138 | $5.04B | 341 | 2026-06-30 | → |
| 384 | HSBC SECURITIES (USA) INC. | 19585 | 12,108 | $3.84B | 490 | 2026-04-30 | → |
| 385 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | 12,073 | $42.71B | 189 | 2026-05-31 | → |
| 386 | EAST CAPITAL FINANCIAL SERVICES AB | 335426 | 12,063 | $4.28B | 30 | 2026-03-31 | → |
| 387 | OSAIC INSTITUTIONS, INC. | 35371 | 11,892 | $6.49B | 1,839 | 2026-05-31 | → |
| 388 | TCI WEALTH ADVISORS, INC. | 107373 | 11,863 | $5.37B | 72 | 2026-04-30 | → |
| 389 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | 101080 | 11,847 | $1.98B | 105 | 2026-06-30 | → |
| 390 | ADVISOR RESOURCE COUNCIL | 164109 | 11,836 | $3.49B | 119 | 2026-03-31 | → |
| 391 | STRATEGIC INVESTMENT ADVISORS, LLC | 151501 | 11,760 | $1.82B | 16 | 2026-06-30 | → |
| 392 | COASTAL BRIDGE ADVISORS, LLC | 152569 | 11,505 | $5.02B | 46 | 2026-03-31 | → |
| 393 | B.O.S.S. RETIREMENT ADVISORS, LLC | 171143 | 11,452 | $1.38B | 87 | 2026-04-30 | → |
| 394 | SYMMETRY PARTNERS, LLC. | 120982 | 11,419 | $4.73B | 52 | 2026-02-28 | → |
| 395 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | 11,385 | $8.76B | 141 | 2026-03-31 | → |
| 396 | TALON LLC | 298714 | 11,189 | $1.06B | 22 | 2026-05-31 | → |
| 397 | DAKOTA WEALTH, LLC | 297987 | 11,161 | $6.94B | 91 | 2026-03-31 | → |
| 398 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | 11,156 | $19.78B | 103 | 2025-12-31 | → |
| 399 | ALPHACORE CAPITAL LLC | 174346 | 11,152 | $9.03B | 111 | 2026-04-30 | → |
| 400 | SANTANDER SECURITIES LLC | 41791 | 11,152 | $3.14B | 449 | 2026-05-31 | → |
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