Research Report · 2026-06-30
Registered Investment Advisers with the Most Client Accounts per Employee
SEC-registered investment advisers ranked by reported client accounts per employee.
Firms
1,000
Total AUM
$9.54T
Median AUM
$706.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Accounts / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | HUMAN INTEREST ADVISORS LLC | 269875 | $127,005.3 | $8.10B | 6 | 2026-04-30 | → |
| 2 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $36,401 | $994.99B | 61 | 2026-06-30 | → |
| 3 | HEALTHEQUITY ADVISORS, LLC | 167105 | $22,309.5 | $1.99B | 8 | 2026-03-31 | → |
| 4 | ACORNS ADVISERS, LLC | 165926 | $17,062.7 | $13.39B | 302 | 2026-03-31 | → |
| 5 | STASH INVESTMENTS LLC | 226550 | $14,177.8 | $4.92B | 124 | 2026-04-30 | → |
| 6 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $11,981.7 | $139.88B | 15 | 2026-06-30 | → |
| 7 | ALLY INVEST ADVISORS INC | 170301 | $9,942 | $1.73B | 8 | 2026-04-30 | → |
| 8 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | $6,969.5 | $23.78B | 13 | 2026-06-30 | → |
| 9 | AUTOPILOT ADVISERS, LLC | 331749 | $6,884.7 | $892.4M | 15 | 2026-03-31 | → |
| 10 | ADVISOR LOGISTICS, LLC | 292784 | $4,666.7 | $6.29B | 6 | 2026-03-31 | → |
| 11 | NOMAD FINTECH INC | 307764 | $4,478.5 | $448.6M | 53 | 2026-01-31 | → |
| 12 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $4,213.1 | $614.93B | 532 | 2026-06-30 | → |
| 13 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | $3,852 | $8.55B | 22 | 2026-03-31 | → |
| 14 | WAHED INVEST LLC | 242793 | $3,409.2 | $1.29B | 9 | 2026-06-30 | → |
| 15 | FINHABITS ADVISORS, LLC | 210522 | $3,085.9 | $116.0M | 11 | 2026-03-31 | → |
| 16 | FORUSALL ADVISORS, LLC | 167241 | $2,839.7 | $1.50B | 11 | 2026-03-31 | → |
| 17 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | $2,799.4 | $35.05B | 70 | 2026-03-31 | → |
| 18 | VESTWELL ADVISORS LLC | 284173 | $2,777 | $1.03B | 30 | 2026-04-30 | → |
| 19 | SOFI WEALTH LLC | 167958 | $2,551.6 | $2.05B | 114 | 2026-03-31 | → |
| 20 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $2,547.5 | $49.85B | 33 | 2026-03-31 | → |
| 21 | BNY MELLON ADVISORS, INC. | 106108 | $2,476.3 | $33.48B | 66 | 2026-05-31 | → |
| 22 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $2,282.8 | $11.41B | 12 | 2026-06-30 | → |
| 23 | CARSON GROUP INVESTING, LLC | 291744 | $2,160.3 | $2.05B | 7 | 2026-05-31 | → |
| 24 | WILSHIRE ADVISORS LLC | 6210 | $2,118.3 | $149.10B | 307 | 2026-06-30 | → |
| 25 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $1,932.5 | $87.82B | 267 | 2026-03-31 | → |
| 26 | ROBINHOOD ASSET MANAGEMENT, LLC | 323736 | $1,913.8 | $1.52B | 138 | 2026-06-30 | → |
| 27 | GRADIENT INVESTMENTS, LLC | 141726 | $1,885.6 | $8.20B | 41 | 2026-06-30 | → |
| 28 | BETTERMENT LLC | 149117 | $1,693.3 | $69.52B | 794 | 2026-06-30 | → |
| 29 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $1,686.4 | $469.98B | 758 | 2026-06-30 | → |
| 30 | WEALTHFRONT ADVISERS LLC | 148456 | $1,591.4 | $47.73B | 432 | 2026-05-31 | → |
| 31 | TECTONIC ADVISORS LLC | 139713 | $1,543.2 | $5.14B | 6 | 2026-03-31 | → |
| 32 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 290111 | $1,534.9 | $1.08B | 33 | 2026-06-30 | → |
| 33 | MERCURY ADVISORY, LLC | 308960 | $1,498.1 | $17.94B | 7 | 2026-05-31 | → |
| 34 | FARTHER ASSET MANAGEMENT, LLC | 325807 | $1,377.9 | $2.91B | 7 | 2026-03-31 | → |
| 35 | UX WEALTH PARTNERS LLC | 308983 | $1,298.1 | $1.87B | 7 | 2026-06-30 | → |
| 36 | STADION MONEY MANAGEMENT, LLC | 112608 | $1,272.5 | $2.69B | 39 | 2026-03-31 | → |
| 37 | EFFICIENT ADVISORS, LLC | 150144 | $1,250.6 | $3.08B | 14 | 2026-03-31 | → |
| 38 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | $1,191.1 | $5.31B | 12 | 2025-11-30 | → |
| 39 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $1,186.8 | $34.50B | 81 | 2026-03-31 | → |
| 40 | SIGFIG WEALTH MANAGEMENT LLC | 158823 | $1,107.9 | $3.58B | 96 | 2026-02-28 | → |
| 41 | TOWNSQUARE CAPITAL, LLC | 288576 | $1,097.8 | $18.07B | 53 | 2026-03-31 | → |
| 42 | GPS WEALTH STRATEGIES GROUP, LLC | 285507 | $1,077 | $1.42B | 5 | 2025-12-31 | → |
| 43 | 55I, LLC | 286620 | $1,034.1 | $36.74B | 86 | 2026-06-30 | → |
| 44 | EAGLE ASSET MANAGEMENT INC | 110653 | $1,029.5 | $60.65B | 77 | 2026-06-30 | → |
| 45 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | $1,026.4 | $6.85B | 18 | 2026-03-31 | → |
| 46 | AZZAD ASSET MANAGEMENT, INC. | 111291 | $1,005.4 | $1.84B | 18 | 2026-01-31 | → |
| 47 | BCP ADVISORS LLC | 157973 | $962 | $475.3M | 5 | 2026-03-31 | → |
| 48 | KESTRA INVESTMENT MANAGEMENT, LLC. | 317711 | $956.6 | $4.31B | 17 | 2026-06-30 | → |
| 49 | GEOWEALTH MANAGEMENT LLC | 148222 | $944.6 | $17.57B | 88 | 2026-03-31 | → |
| 50 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $905.5 | $1.72T | 946 | 2026-03-31 | → |
| 51 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $905.1 | $64.84B | 305 | 2026-06-30 | → |
| 52 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $903.6 | $326.29B | 1,679 | 2026-03-31 | → |
| 53 | ASSET DEDICATION, LLC | 151988 | $882 | $2.93B | 7 | 2026-03-31 | → |
| 54 | KRISTAL ADVISORS (SG) PTE. LTD. | 341175 | $849.4 | $1.27B | 20 | 2026-04-30 | → |
| 55 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | $794.3 | $2.28B | 10 | 2026-05-31 | → |
| 56 | FOCUS POINT SOLUTIONS, INC | 131195 | $791.2 | $6.78B | 40 | 2025-06-30 | → |
| 57 | COLUMBUS MACRO, LLC | 286374 | $767.9 | $970.3M | 7 | 2026-02-28 | → |
| 58 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $755.7 | $588.22B | 574 | 2026-03-31 | → |
| 59 | STRATEGIC INVESTMENT ADVISORS, LLC | 151501 | $735 | $1.82B | 16 | 2026-06-30 | → |
| 60 | EVANSON ASSET MANAGEMENT, LLC | 135188 | $722.2 | $5.91B | 6 | 2026-02-28 | → |
| 61 | WELLINGTON CONSULTING SERVICES INC | 105837 | $717.2 | $1.69B | 13 | 2026-03-31 | → |
| 62 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | $705.8 | $2.93B | 9 | 2026-03-31 | → |
| 63 | REVISOR WEALTH MANAGEMENT LLC | 169814 | $680 | $2.53B | 11 | 2026-05-31 | → |
| 64 | JOHN E. SESTINA AND COMPANY | 108634 | $641.7 | $744.0M | 19 | 2026-03-31 | → |
| 65 | ASPIRE GROWTH PARTNERS LLC | 312063 | $630.4 | $1.19B | 5 | 2026-06-30 | → |
| 66 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | $626.5 | $16.73B | 401 | 2026-05-31 | → |
| 67 | COMPASS FINANCIAL GROUP, INC | 157109 | $616.5 | $1.23B | 13 | 2025-11-30 | → |
| 68 | R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. | 131804 | $586.9 | $351.8M | 7 | 2026-06-30 | → |
| 69 | JAZZ WEALTH MANAGERS, INC. | 282807 | $586.6 | $462.2M | 9 | 2026-03-31 | → |
| 70 | TANDEM INVESTMENT ADVISORS INC | 109392 | $579.6 | $3.45B | 18 | 2026-05-31 | → |
| 71 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $568.4 | $40.18B | 130 | 2026-03-31 | → |
| 72 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $560.8 | $50.44B | 161 | 2026-06-30 | → |
| 73 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $559.1 | $23.32B | 47 | 2026-03-31 | → |
| 74 | ROSSBY FINANCIAL, LLC | 324631 | $558.6 | $854.8M | 7 | 2026-05-31 | → |
| 75 | IFG ADVISORS, LLC | 172329 | $540 | $1.03B | 5 | 2026-03-31 | → |
| 76 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $534.5 | $18.83B | 398 | 2026-03-31 | → |
| 77 | ASSETMARK, INC. | 109018 | $531.4 | $91.76B | 859 | 2026-05-31 | → |
| 78 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 154127 | $530.3 | $1.08B | 9 | 2026-05-31 | → |
| 79 | ATRIA INVESTMENTS, INC. | 143593 | $528.1 | $11.05B | 60 | 2026-03-31 | → |
| 80 | INTELLIGENT WEALTH SOLUTIONS LLC | 300403 | $526 | $961.0M | 6 | 2026-03-31 | → |
| 81 | AXOS INVEST, INC | 150953 | $522.6 | $150.8M | 13 | 2026-03-31 | → |
| 82 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 144008 | $522 | $523.4M | 5 | 2025-12-31 | → |
| 83 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | $519.5 | $4.97B | 13 | 2026-04-30 | → |
| 84 | PRONVEST, LLC DBA FUTURE CAPITAL | 119081 | $517.4 | $2.02B | 30 | 2026-03-31 | → |
| 85 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | $511.9 | $1.63B | 11 | 2026-04-30 | → |
| 86 | TALON LLC | 298714 | $508.6 | $1.06B | 22 | 2026-05-31 | → |
| 87 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | $507.9 | $1.77B | 14 | 2026-05-31 | → |
| 88 | PRESTON ADVISORY SERVICES LLC | 289926 | $505.2 | $197.7M | 5 | 2026-05-31 | → |
| 89 | ATOMIC INVEST LLC | 313255 | $503 | $319.5M | 21 | 2026-04-30 | → |
| 90 | ALEXANDER LABRUNERIE & CO., INC. | 117153 | $500.8 | $618.9M | 6 | 2026-03-31 | → |
| 91 | EFS ADVISORS LLC | 115211 | $498.9 | $2.40B | 59 | 2026-03-31 | → |
| 92 | PHILLIPS WEALTH PLANNERS LLC | 319226 | $497.7 | $340.8M | 6 | 2026-03-31 | → |
| 93 | FORGE FINANCIAL SERVICES, LLC | 306480 | $495.1 | $1.46B | 15 | 2026-03-31 | → |
| 94 | CAPITAL WEALTH PLANNING, LLC | 150764 | $483.4 | $17.25B | 30 | 2026-03-31 | → |
| 95 | BAYSTATE WEALTH MANAGEMENT LLC | 151664 | $472.8 | $2.77B | 13 | 2026-03-31 | → |
| 96 | CADENCE WEALTH MANAGEMENT LLC | 155080 | $467.4 | $448.0M | 7 | 2026-03-31 | → |
| 97 | ATLAS CAPITAL MANAGEMENT CORP | 106107 | $460.3 | $869.8M | 9 | 2026-03-31 | → |
| 98 | BNC WEALTH MANAGEMENT, LLC | 306483 | $454.4 | $847.5M | 5 | 2026-03-31 | → |
| 99 | IRON GATE GLOBAL ADVISORS, LLC | 111177 | $452.7 | $1.32B | 7 | 2026-03-31 | → |
| 100 | REDBLACK ADVISERS, INC. | 151692 | $451.3 | $823.6M | 7 | 2026-03-31 | → |
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