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Home/Registered Investment Advisers with the Most Accounts per Investment Advisory Employee
Research Report · 2026-06-30

Registered Investment Advisers with the Most Accounts per Investment Advisory Employee

SEC-registered investment advisers ranked by accounts / investment advisory employee.

Firms
1,000
Total AUM
$11.81T
Median AUM
$1.11B
Latest Filing
2026-06-30
← PreviousPage 1 of 10 · 1,000 firmsNext →
Rank↕Firm NameCRD↕Accounts / Investment Advisory Employee↕AUM↕Employees↕Latest Filing
1ACORNS ADVISERS, LLC165926368,067.1$13.39B3022026-03-31→
2STASH INVESTMENTS LLC226550293,007.3$4.92B1242026-04-30→
3MANAGED ACCOUNT ADVISORS LLC14255888,818.5$994.99B612026-06-30→
4BETTERMENT LLC14911739,543.6$69.52B7942026-06-30→
5WEALTHFRONT ADVISERS LLC14845628,645.5$47.73B4322026-05-31→
6SOFI WEALTH LLC16795819,392.5$2.05B1142026-03-31→
7SIGFIG WEALTH MANAGEMENT LLC15882317,726.8$3.58B962026-02-28→
8GUIDED CHOICE ASSET MANAGEMENT, INC.11267416,948.8$8.55B222026-03-31→
9ADP STRATEGIC PLAN SERVICES, LLC28655515,100.5$23.78B132026-06-30→
10J.P. MORGAN PRIVATE INVESTMENTS INC.11018613,315.2$469.98B7582026-06-30→
11ENVESTNET ASSET MANAGEMENT, INC.11169412,591.9$614.93B5322026-06-30→
12NOMAD FINTECH INC30776410,789.2$448.6M532026-01-31→
13ALLY INVEST ADVISORS INC1703019,942$1.73B82026-04-30→
14MORNINGSTAR INVESTMENT MANAGEMENT LLC1080319,922.7$87.82B2672026-03-31→
15STANCORP INVESTMENT ADVISERS, INC.1102288,010.7$34.50B812026-03-31→
16WILSHIRE ADVISORS LLC62107,561.8$149.10B3072026-06-30→
17ORION PORTFOLIO SOLUTIONS, LLC1079755,873.2$64.84B3052026-06-30→
18FORUSALL ADVISORS, LLC1672415,206.2$1.50B112026-03-31→
19GRADIENT INVESTMENTS, LLC1417265,154.1$8.20B412026-06-30→
20TITAN GLOBAL CAPITAL MANAGEMENT USA LLC2901115,065.1$1.08B332026-06-30→
21CHARLES SCHWAB INVESTMENT MANAGEMENT, INC1067534,894.8$1.72T9462026-03-31→
22GEOWEALTH MANAGEMENT LLC1482224,156.3$17.57B882026-03-31→
23STADION MONEY MANAGEMENT, LLC1126084,135.5$2.69B392026-03-31→
24BNY MELLON ADVISORS, INC.1061083,714.4$33.48B662026-05-31→
25TOWNSQUARE CAPITAL, LLC2885763,422.4$18.07B532026-03-31→
26VESTMARK ADVISORY SOLUTIONS, INC.2215183,362.8$49.85B332026-03-31→
27MATSON MONEY, INC.1104253,331$24.33B692026-05-31→
28ALIGHT FINANCIAL ADVISORS, LLC1587443,266$35.05B702026-03-31→
29EFFICIENT ADVISORS, LLC1501442,918$3.08B142026-03-31→
30VESTWELL ADVISORS LLC2841732,777$1.03B302026-04-30→
31FINANCIAL ENGINES ADVISORS L.L.C.1045102,743.5$326.29B1,6792026-03-31→
32CAPITAL WEALTH PLANNING, LLC1507642,417$17.25B302026-03-31→
33NATIXIS ADVISORS, LLC1068002,407.5$108.65B4122026-03-31→
34JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC1744332,372.6$2.20B1492026-03-31→
35SYMMETRY PARTNERS, LLC.1209822,283.8$4.73B522026-02-28→
36QRG CAPITAL MANAGEMENT, INC.3052772,282.8$11.41B122026-06-30→
37CARSON GROUP INVESTING, LLC2917442,160.3$2.05B72026-05-31→
38ATRIA INVESTMENTS, INC.1435932,112.3$11.05B602026-03-31→
39BEACON CAPITAL MANAGEMENT, INC.1206412,091.2$4.26B442026-03-31→
40FLEXIBLE PLAN INVESTMENTS LTD1107622,081.2$1.48B682026-03-31→
41FARTHER ASSET MANAGEMENT, LLC3258071,929$2.91B72026-03-31→
42FOCUS PARTNERS ADVISOR SOLUTIONS, LLC1433191,919.9$36.41B3092026-03-31→
43ROBINHOOD ASSET MANAGEMENT, LLC3237361,913.8$1.52B1382026-06-30→
44EAGLE ASSET MANAGEMENT INC1106531,801.6$60.65B772026-06-30→
45CLARK CAPITAL MANAGEMENT GROUP INC1047961,800.7$35.69B1512026-05-31→
46JANNEY CAPITAL MANAGEMENT LLC1595061,786.6$5.31B122025-11-30→
47ASSETMARK, INC.1090181,696.9$91.76B8592026-05-31→
48REVOLUT WEALTH INC.3228941,688.2$5.5M52026-02-28→
49UBS ASSET MANAGEMENT (AMERICAS) LLC1068381,668.4$588.22B5742026-03-31→
50RICHARD BERNSTEIN ADVISORS LLC1535771,566.4$3.79B282026-06-30→
51FUNDIFY ADVISORS LLC3190041,565.5$888,51262026-03-31→
52AZZAD ASSET MANAGEMENT, INC.1112911,508.2$1.84B182026-01-31→
53DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.131621,461.7$5.63B432026-06-30→
54HOWARD CAPITAL MANAGEMENT, INC.1180701,460.8$8.01B452026-06-30→
55TALON LLC2987141,398.6$1.06B222026-05-31→
56SUMMIT GLOBAL INVESTMENTS, LLC1570911,352.8$2.29B372026-06-30→
57KESTRA INVESTMENT MANAGEMENT, LLC.3177111,250.9$4.31B172026-06-30→
58ASSET DEDICATION, LLC1519881,234.8$2.93B72026-03-31→
59TRANSAMERICA RETIREMENT ADVISORS, LLC1073191,229.6$18.83B3982026-03-31→
60COMPASS FINANCIAL GROUP, INC1571091,145$1.23B132025-11-30→
61KILEY JUERGENS WEALTH MANAGEMENT, LLC1510881,133.2$2.20B262026-06-30→
62KRISTAL ADVISORS (SG) PTE. LTD.3411751,132.5$1.27B202026-04-30→
63PARAMETRIC PORTFOLIO ASSOCIATES LLC1143101,128.1$684.78B1,1092026-04-30→
64ZACKS INVESTMENT MANAGEMENT, INC.1108971,124.4$14.59B1322026-05-31→
65GPS WEALTH STRATEGIES GROUP, LLC2855071,077$1.42B52025-12-31→
66STRATEGIC INVESTMENT ADVISORS, LLC1515011,069.1$1.82B162026-06-30→
67REVISOR WEALTH MANAGEMENT LLC1698141,068.6$2.53B112026-05-31→
68RAUB BROCK CAPITAL MANAGEMENT, LP1539941,058.7$2.93B92026-03-31→
6955I, LLC2866201,046.2$36.74B862026-06-30→
70WELLINGTON CONSULTING SERVICES INC1058371,036$1.69B132026-03-31→
71JOHN E. SESTINA AND COMPANY1086341,016.1$744.0M192026-03-31→
72PGIM CUSTOM HARVEST LLC290235966.9$6.90B682026-05-31→
73BCP ADVISORS LLC157973962$475.3M52026-03-31→
74MCGOWAN GROUP ASSET MANAGEMENT, INC.154127954.6$1.08B92026-05-31→
75SIGNATURE INVESTMENT ADVISORS, LLC160715941.6$6.76B212026-03-31→
76MAINSTREET INVESTMENT ADVISORS LLC146615939.3$5.86B262026-03-31→
77TOM JOHNSON INVESTMENT MANAGEMENT, LLC104511938.5$1.63B112026-04-30→
78STRATEGIC PLANNING GROUP, LLC113844932.6$910.3M202026-03-31→
79COLUMBUS MACRO, LLC286374895.8$970.3M72026-02-28→
80RETIREMENT MANAGEMENT SYSTEMS, INC.150351894.4$1.89B112026-05-31→
81LINDEN THOMAS ADVISORY SERVICES, LLC288557888.9$1.77B142026-05-31→
82BAYSTATE WEALTH MANAGEMENT LLC151664878.1$2.77B132026-03-31→
83TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.106440859$1.48B322026-03-31→
84GUARDIAN WEALTH STRATEGIES, LLC167485855.6$1.14B112026-02-28→
85PHYSICIAN WEALTH ADVISORS, INC.106043843.7$2.01B152026-03-31→
86PACIFIC FINANCIAL GROUP INC105203841.6$5.07B622026-05-31→
87GIVERNY CAPITAL INC.130640840.5$2.70B312026-06-30→
88PINKERTON WEALTH, LLC120973835.1$1.44B492026-06-30→
89WHITAKER-MYERS WEALTH MANAGERS, LTD.286093834.7$850.6M302026-06-30→
90GFI INVESTMENT COUNSEL LTD.332720833.3$1.75B202026-03-31→
91VISE AI ADVISORS, LLC301761820.3$8.53B442026-06-30→
92NATIONWIDE INVESTMENT ADVISORS, LLC142373795$16.73B4012026-05-31→
93J.DEREK LEWIS & ASSOCIATES, INC.122307794.3$2.28B102026-05-31→
94N.E.W. ADVISORY SERVICES, LLC290405781.3$1.60B232026-03-31→
95MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.111135778.4$50.44B1612026-06-30→
96INVESTALL, INC.285955777.7$26.2M172026-03-31→
97GW&K INVESTMENT MANAGEMENT, LLC121942773.2$52.78B1772026-03-31→
98CINCINNATI ASSET MANAGEMENT INC104946754.1$2.53B152026-03-31→
99W&S ADVISORY SERVICES, LLC334683743.2$5.3M92026-05-31→
100EURO PACIFIC ASSET MANAGEMENT, LLC152922732.2$2.18B142026-04-30→

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Sleeve1,000 firms · 2026-06-30