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 | |
|---|---|---|---|---|---|---|---|
| 601 | ASSET ALLOCATION STRATEGIES, LLC | 152339 | 6,660 | $1.02B | 45 | 2026-03-31 | → |
| 602 | TRUE FREEDOM INVESTING, LLC | 322728 | 6,652 | $1.56B | 15 | 2026-06-30 | → |
| 603 | REDHAWK WEALTH ADVISORS, INC. | 146616 | 6,639 | $1.46B | 55 | 2026-06-30 | → |
| 604 | BOGART WEALTH, LLC | 283886 | 6,635 | $3.19B | 50 | 2026-03-31 | → |
| 605 | KEYSTONE FINANCIAL GROUP, LLC | 170201 | 6,628 | $2.34B | 49 | 2026-03-31 | → |
| 606 | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | 284430 | 6,600 | $1.54B | 23 | 2026-06-30 | → |
| 607 | UNITED ADVISOR GROUP, LLC | 324205 | 6,600 | $1.43B | 69 | 2026-04-30 | → |
| 608 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | 6,599 | $68.60B | 569 | 2026-04-30 | → |
| 609 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | 6,593 | $23.33B | 156 | 2026-03-31 | → |
| 610 | DIVERSIFIED ENTERPRISES, LLC | 331709 | 6,570 | $2.79B | 53 | 2026-06-30 | → |
| 611 | KEATING FINANCIAL ADVISORY SERVICES, INC. | 142772 | 6,516 | $1.45B | 65 | 2026-03-31 | → |
| 612 | EARLYBIRD CENTRAL INC. | 307201 | 6,500 | $14.0M | 2 | 2025-02-28 | → |
| 613 | HERITAGE FINANCIAL SERVICES, LLC | 127268 | 6,481 | $2.99B | 49 | 2025-11-30 | → |
| 614 | FAITHWARD ADVISORS, LLC | 116978 | 6,477 | $1.05B | 47 | 2026-03-31 | → |
| 615 | PFG INVESTMENTS, LLC | 116537 | 6,470 | $2.11B | 161 | 2026-02-28 | → |
| 616 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 304290 | 6,469 | $1.05B | 20 | 2026-03-31 | → |
| 617 | GQG PARTNERS LLC | 283720 | 6,445 | $163.86B | 227 | 2026-03-31 | → |
| 618 | MONECO ADVISORS, LLC | 171922 | 6,443 | $2.28B | 66 | 2026-06-30 | → |
| 619 | SEVENONESEVEN CAPITAL MANAGEMENT, LTD | 305092 | 6,427 | $922.7M | 4 | 2026-03-31 | → |
| 620 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | 6,407 | $194.82B | 235 | 2026-06-30 | → |
| 621 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | 6,403 | $13.76B | 26 | 2026-03-31 | → |
| 622 | CERTIFIED ADVISORY CORP | 120990 | 6,372 | $3.04B | 39 | 2026-03-31 | → |
| 623 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | 6,352 | $2.93B | 9 | 2026-03-31 | → |
| 624 | TRUSTMONT ADVISORY GROUP, INC. | 106015 | 6,348 | $1.40B | 61 | 2026-03-31 | → |
| 625 | FIRST TRUST ADVISORS LP | 107027 | 6,316 | $309.24B | 542 | 2026-04-30 | → |
| 626 | IAG WEALTH PARTNERS, LLC | 109721 | 6,310 | $1.87B | 15 | 2026-03-31 | → |
| 627 | KINTRA WEALTH, LLC | 299407 | 6,309 | $1.50B | 60 | 2026-06-30 | → |
| 628 | JFS WEALTH ADVISORS, LLC | 145051 | 6,297 | $4.01B | 86 | 2026-03-31 | → |
| 629 | FIRST MANHATTAN CO. LLC | 325281 | 6,294 | $38.09B | 147 | 2026-04-30 | → |
| 630 | BLUESPRING WEALTH MANAGEMENT, LLC | 152667 | 6,286 | $4.02B | 41 | 2026-06-30 | → |
| 631 | 49 WEALTH MANAGEMENT, LLC | 319484 | 6,257 | $1.40B | 167 | 2026-03-31 | → |
| 632 | SUNBELT SECURITIES, INC. | 42180 | 6,241 | $2.64B | 68 | 2026-06-30 | → |
| 633 | KEEL POINT, LLC | 127902 | 6,236 | $4.07B | 92 | 2026-06-30 | → |
| 634 | CONSOLIDATED PORTFOLIO REVIEW CORP | 112694 | 6,228 | $1.59B | 56 | 2026-06-30 | → |
| 635 | MADISON WEALTH PARTNERS, INC. | 305824 | 6,213 | $1.30B | 17 | 2026-06-30 | → |
| 636 | SCF INVESTMENT ADVISORS, INC. | 123608 | 6,190 | $1.35B | 263 | 2025-09-30 | → |
| 637 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | 6,188 | $10.25B | 84 | 2026-03-31 | → |
| 638 | ASSET DEDICATION, LLC | 151988 | 6,174 | $2.93B | 7 | 2026-03-31 | → |
| 639 | BAYSTATE WEALTH MANAGEMENT LLC | 151664 | 6,147 | $2.77B | 13 | 2026-03-31 | → |
| 640 | GREAT WATERS WEALTH MANAGEMENT | 308215 | 6,141 | $1.24B | 42 | 2026-04-30 | → |
| 641 | TIAA KASPICK, LLC | 104554 | 6,140 | $8.74B | 115 | 2026-06-30 | → |
| 642 | SOVRAN ADVISORS, LLC | 329415 | 6,135 | $1.87B | 64 | 2026-03-31 | → |
| 643 | DESTINATION WEALTH MANAGEMENT | 110365 | 6,129 | $4.95B | 68 | 2026-04-30 | → |
| 644 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | 6,127 | $30.25B | 30 | 2026-03-31 | → |
| 645 | R M DAVIS INC | 105448 | 6,124 | $8.15B | 63 | 2026-03-31 | → |
| 646 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | 6,122 | $14.89B | 56 | 2026-03-31 | → |
| 647 | EVERHART FINANCIAL GROUP INC | 107091 | 6,105 | $2.46B | 59 | 2026-06-30 | → |
| 648 | JENNISON ASSOCIATES LLC | 107959 | 6,083 | $214.84B | 360 | 2026-03-31 | → |
| 649 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | 107341 | 6,041 | $12.18B | 169 | 2026-03-31 | → |
| 650 | CINCINNATI ASSET MANAGEMENT INC | 104946 | 6,033 | $2.53B | 15 | 2026-03-31 | → |
| 651 | ABACUS WEALTH PARTNERS, LLC | 128590 | 6,030 | $3.58B | 65 | 2026-05-31 | → |
| 652 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | 6,020 | $5.27B | 39 | 2026-03-31 | → |
| 653 | SEQUENT PLANNING, LLC | 160381 | 6,015 | $589.5M | 102 | 2026-05-31 | → |
| 654 | CALIBER WEALTH MANAGEMENT, LLC | 331165 | 5,992 | $1.76B | 24 | 2026-06-30 | → |
| 655 | XML FINANCIAL, LLC | 284987 | 5,987 | $3.30B | 54 | 2026-06-30 | → |
| 656 | CV ADVISORS LLC | 164817 | 5,953 | $15.08B | 82 | 2026-04-30 | → |
| 657 | PHYSICIAN WEALTH ADVISORS, INC. | 106043 | 5,906 | $2.01B | 15 | 2026-03-31 | → |
| 658 | QUANTBASE, LLC | 315414 | 5,887 | $26.6M | 2 | 2026-04-30 | → |
| 659 | VERECAN CAPITAL MANAGEMENT INC. | 336801 | 5,885 | $692.7M | 39 | 2026-03-31 | → |
| 660 | KFG WEALTH MANAGEMENT, LLC | 128606 | 5,880 | $1.15B | 113 | 2026-03-31 | → |
| 661 | LVZ, INC. | 124228 | 5,879 | $1.13B | 24 | 2026-03-31 | → |
| 662 | SMITH MOORE & CO. | 3441 | 5,865 | $2.37B | 65 | 2026-03-31 | → |
| 663 | GRADIENT SECURITIES, LLC | 127701 | 5,848 | $607.9M | 67 | 2026-04-30 | → |
| 664 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 305834 | 5,846 | $2.51B | 41 | 2026-03-31 | → |
| 665 | GFI INVESTMENT COUNSEL LTD. | 332720 | 5,833 | $1.75B | 20 | 2026-03-31 | → |
| 666 | EVENSKY & KATZ, LLC | 109698 | 5,801 | $3.21B | 44 | 2026-03-31 | → |
| 667 | L.M. KOHN & COMPANY | 27913 | 5,799 | $2.09B | 85 | 2025-04-30 | → |
| 668 | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. | 173790 | 5,795 | $1.52B | 30 | 2026-02-28 | → |
| 669 | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | 173995 | 5,785 | $2.67B | 37 | 2026-03-31 | → |
| 670 | F/M INVESTMENTS LLC | 304405 | 5,780 | $17.74B | 83 | 2026-03-31 | → |
| 671 | TRADITION WEALTH MANAGEMENT LLC | 128314 | 5,771 | $2.60B | 32 | 2026-06-30 | → |
| 672 | FRAGASSO FINANCIAL ADVISORS INC. | 123255 | 5,753 | $2.83B | 35 | 2026-02-28 | → |
| 673 | FOCUSED WEALTH MANAGEMENT, INC. | 154828 | 5,733 | $2.27B | 19 | 2026-03-31 | → |
| 674 | BUOYANT CAPITAL PRIVATE LIMITED | 327612 | 5,721 | $924.8M | 79 | 2026-06-30 | → |
| 675 | TITLEIST ASSET MANAGEMENT, LLC | 323567 | 5,715 | $2.66B | 41 | 2026-06-30 | → |
| 676 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | 5,705 | $132.63B | 29 | 2026-03-31 | → |
| 677 | BEACON CAPITAL MANAGEMENT, LLC | 156228 | 5,702 | $1.27B | 39 | 2026-03-31 | → |
| 678 | CLEARBRIDGE INC. | 110909 | 5,672 | $7.31B | 4 | 2025-10-31 | → |
| 679 | MCMILL WEALTH INC | 129015 | 5,656 | $862.3M | 50 | 2026-03-31 | → |
| 680 | MAINSTREET INVESTMENT ADVISORS LLC | 146615 | 5,636 | $5.86B | 26 | 2026-03-31 | → |
| 681 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | 5,631 | $1.63B | 11 | 2026-04-30 | → |
| 682 | CAMBIAR INVESTORS, LLC | 115093 | 5,623 | $2.92B | 28 | 2026-03-31 | → |
| 683 | THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 172470 | 5,615 | $2.64B | 59 | 2026-06-30 | → |
| 684 | LEXAURUM ADVISORS, LLC | 283653 | 5,599 | $1.27B | 50 | 2026-03-31 | → |
| 685 | HILLTOP SECURITIES INC. | 6220 | 5,592 | $2.51B | 92 | 2026-03-31 | → |
| 686 | FOGUTH WEALTH MANAGEMENT, LLC. | 327434 | 5,587 | $825.1M | 88 | 2026-06-30 | → |
| 687 | NOVEM GROUP | 158964 | 5,571 | $1.72B | 52 | 2026-02-28 | → |
| 688 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | 5,557 | $3.20B | 66 | 2026-06-30 | → |
| 689 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | 5,556 | $8.44B | 37 | 2026-03-31 | → |
| 690 | FALCON WEALTH PLANNING, INC. | 174092 | 5,544 | $1.92B | 42 | 2026-06-30 | → |
| 691 | JOEL ISAACSON & CO., LLC | 152450 | 5,532 | $9.32B | 52 | 2026-03-31 | → |
| 692 | IC ADVISORY SERVICES, INC. | 140190 | 5,528 | $2.06B | 220 | 2025-03-31 | → |
| 693 | EARNED WEALTH ADVISORS, LLC | 108052 | 5,506 | $3.11B | 35 | 2026-03-31 | → |
| 694 | BEDEL FINANCIAL CONSULTING INC | 105653 | 5,435 | $2.92B | 28 | 2026-04-30 | → |
| 695 | TULSA WEALTH ADVISORS, INC. | 337956 | 5,431 | $1.54B | 27 | 2026-03-31 | → |
| 696 | SAX WEALTH ADVISORS, LLC | 119193 | 5,429 | $3.60B | 39 | 2026-06-30 | → |
| 697 | ARETE WEALTH ADVISORS, LLC | 145488 | 5,424 | $2.75B | 135 | 2026-06-30 | → |
| 698 | ASSOCIATED INVESTMENT SERVICES, INC. | 1464 | 5,422 | $1.17B | 60 | 2026-04-30 | → |
| 699 | MASECO LLP | 147686 | 5,421 | $4.96B | 129 | 2026-06-30 | → |
| 700 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | 5,414 | $12.04B | 121 | 2026-03-31 | → |
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