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 | |
|---|---|---|---|---|---|---|---|
| 901 | DIVERSIFY WEALTH MANAGEMENT, LLC | 329878 | $188.5 | $4.11B | 95 | 2026-03-31 | → |
| 902 | PEAK FINANCIAL MANAGEMENT INC | 110559 | $188.4 | $534.4M | 9 | 2026-06-30 | → |
| 903 | HERITAGE FINANCIAL, LLC | 285149 | $188.4 | $408.0M | 8 | 2026-06-30 | → |
| 904 | J. L. BAINBRIDGE & CO., INC. | 108058 | $188.2 | $1.37B | 11 | 2026-03-31 | → |
| 905 | VON BORSTEL & ASSOCIATES, INC. | 309746 | $188.2 | $680.2M | 11 | 2026-03-31 | → |
| 906 | PLATFORM TECHNOLOGY PARTNERS LLC | 305602 | $188.1 | $1.23B | 12 | 2026-03-31 | → |
| 907 | SCARBOROUGH ADVISORS, LLC | 169517 | $188 | $1.64B | 23 | 2026-03-31 | → |
| 908 | ALTERNATIVE INVESTMENT ADVISORS, LLC | 160108 | $187.8 | $385.9M | 15 | 2026-03-31 | → |
| 909 | MODUS ADVISORS, LLC | 291204 | $187.5 | $601.1M | 8 | 2026-02-28 | → |
| 910 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 30177 | $187.4 | $1.34B | 14 | 2026-03-31 | → |
| 911 | SYMPHONY FINANCIAL SERVICES, INC. | 125058 | $187.4 | $428.7M | 7 | 2026-02-28 | → |
| 912 | CLARK ASSET MANAGEMENT, LLC | 284480 | $187.3 | $1.32B | 9 | 2026-04-30 | → |
| 913 | OLD NORTH STATE WEALTH MANAGEMENT, LLC | 148659 | $187.3 | $452.6M | 6 | 2026-03-31 | → |
| 914 | AXIS WEALTH PARTNERS, LLC | 167122 | $187.3 | $377.4M | 9 | 2026-03-31 | → |
| 915 | MUELLER WEALTH, LLC | 306943 | $187.2 | $148.1M | 5 | 2026-02-28 | → |
| 916 | TURN8 PRIVATE WEALTH INC. | 167608 | $187.2 | $350.0M | 6 | 2026-05-31 | → |
| 917 | OASIS ADVISORS, LLC | 335555 | $187.1 | $277.7M | 27 | 2026-06-30 | → |
| 918 | NORTH STAR ASSET MANAGEMENT INC | 106489 | $187.1 | $3.35B | 19 | 2026-05-31 | → |
| 919 | A & I FINANCIAL SERVICES, LLC | 148357 | $187 | $560.0M | 9 | 2026-04-30 | → |
| 920 | BELLARS HARRIS WEALTH MANAGEMENT, LLC | 338986 | $187 | $505.4M | 8 | 2026-04-30 | → |
| 921 | SARVER VROOMAN WEALTH ADVISORS LLC | 332699 | $186.8 | $452.2M | 5 | 2026-04-30 | → |
| 922 | CLAYTON FINANCIAL GROUP, LLC | 226729 | $186.6 | $793.8M | 7 | 2026-02-28 | → |
| 923 | BALANCE WEALTH PARTNERS LLC | 329589 | $186.3 | $386.7M | 12 | 2026-03-31 | → |
| 924 | COMPASS WEALTH MANAGEMENT LLC | 106289 | $186.2 | $682.5M | 5 | 2026-02-28 | → |
| 925 | SEVENBRIDGE FINANCIAL GROUP, LLC | 281037 | $186 | $731.1M | 6 | 2026-02-28 | → |
| 926 | BRIDGE CREEK CAPITAL MANAGEMENT LLC | 141001 | $186 | $470.6M | 5 | 2025-03-31 | → |
| 927 | EWA, LLC | 308977 | $185.9 | $750.7M | 14 | 2026-02-28 | → |
| 928 | COWA, LLC | 297180 | $185.8 | $529.4M | 6 | 2026-03-31 | → |
| 929 | WEALTH QUARTERBACK LLC | 282967 | $185.6 | $391.3M | 11 | 2026-03-31 | → |
| 930 | AUTHENTIKOS WEALTH ADVISORY LLC | 286646 | $185.6 | $184.1M | 5 | 2026-03-31 | → |
| 931 | CAHILL FINANCIAL ADVISORS, INC. | 109890 | $185.6 | $1.77B | 22 | 2026-03-31 | → |
| 932 | BLUE WATER ASSET MANAGEMENT, LLC | 175362 | $185.5 | $428.5M | 10 | 2026-06-30 | → |
| 933 | FIRESTONE CAPITAL MANAGEMENT INC | 106366 | $185.4 | $806.2M | 7 | 2026-06-30 | → |
| 934 | BEACON FINANCIAL GROUP, INC. | 317775 | $185.4 | $745.9M | 7 | 2025-03-31 | → |
| 935 | TRIPPON WEALTH MANAGEMENT GROUP LLC | 136485 | $185.4 | $262.3M | 5 | 2026-03-31 | → |
| 936 | GOALFUSION WEALTH MANAGEMENT, LLC | 309756 | $185.4 | $238.5M | 5 | 2026-03-31 | → |
| 937 | THE ADVISORY RESOURCE GROUP, LLC | 290110 | $185.4 | $926.6M | 13 | 2026-03-31 | → |
| 938 | TAYLOR FINANCIAL GROUP, INC. | 116744 | $185.3 | $410.0M | 6 | 2026-02-28 | → |
| 939 | MARSHFIELD ASSOCIATES, INC. | 150614 | $185.2 | $8.12B | 27 | 2026-03-31 | → |
| 940 | DAYMARK WEALTH PARTNERS, LLC | 320878 | $185.1 | $5.04B | 40 | 2026-02-28 | → |
| 941 | ARMSTRONG ADVISORY GROUP INC. | 318662 | $185 | $1.67B | 22 | 2026-03-31 | → |
| 942 | COLUMBIA ASSET MANAGEMENT, L.L.C. | 124174 | $185 | $1.20B | 7 | 2026-03-31 | → |
| 943 | QUAKER WEALTH MANAGEMENT LLC | 284546 | $185 | $449.3M | 7 | 2026-03-31 | → |
| 944 | WAYFINDING FINANCIAL, LLC | 306208 | $185 | $353.5M | 5 | 2026-02-28 | → |
| 945 | CORNERSTONE WEALTH ADVISORS, INC. | 124947 | $184.9 | $608.7M | 8 | 2026-06-30 | → |
| 946 | ABNER HERRMAN & BROCK, LLC | 8517 | $184.8 | $2.74B | 13 | 2026-06-30 | → |
| 947 | SARA-BAY FINANCIAL CORP. | 133443 | $184.8 | $396.8M | 5 | 2026-04-30 | → |
| 948 | SOUND INCOME STRATEGIES, LLC | 173272 | $184.7 | $4.18B | 134 | 2026-01-31 | → |
| 949 | L. ROY PAPP & ASSOCIATES, LLP | 105130 | $184.7 | $1.62B | 10 | 2026-05-31 | → |
| 950 | TRADEMARK FINANCIAL MANAGEMENT, LLC | 116543 | $184.6 | $293.4M | 5 | 2026-03-31 | → |
| 951 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $184.6 | $39.36B | 134 | 2026-03-31 | → |
| 952 | ELEVATION CAPITAL ADVISORY, LLC | 171473 | $183.9 | $252.9M | 8 | 2026-02-28 | → |
| 953 | FINANCIAL PARTNERS GROUP, LLC | 165856 | $183.8 | $638.6M | 6 | 2025-03-31 | → |
| 954 | WEALTHCARE ASSET MANAGEMENT, LLC | 170382 | $183.8 | $210.8M | 6 | 2026-04-30 | → |
| 955 | LAUER WEALTH, LLC | 289763 | $183.8 | $160.9M | 5 | 2026-02-28 | → |
| 956 | LANHAM ODELL & CO INC | 105708 | $183.7 | $771.0M | 12 | 2025-11-30 | → |
| 957 | PRIVATE WEALTH ADVISORS, LLC | 141971 | $183.7 | $451.2M | 6 | 2026-03-31 | → |
| 958 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | $183.6 | $4.98B | 67 | 2026-03-31 | → |
| 959 | BARD FINANCIAL SERVICES, INC. | 110017 | $183.5 | $639.4M | 6 | 2025-03-31 | → |
| 960 | YOUR ADVOCATES, LTD., LLP | 138612 | $183.5 | $448.1M | 6 | 2026-03-31 | → |
| 961 | RELIANT INVESTMENT PARTNERS, LLC | 297369 | $183.5 | $268.3M | 6 | 2026-03-31 | → |
| 962 | HINCHLEY ADVISORY GROUP, LLC | 157860 | $183.4 | $193.1M | 5 | 2026-04-30 | → |
| 963 | MACCO FINANCIAL GROUP, INC. | 337398 | $183.4 | $277.8M | 8 | 2026-02-28 | → |
| 964 | BOOTHE INVESTMENT GROUP, INC. | 291437 | $183.3 | $369.3M | 8 | 2026-02-28 | → |
| 965 | MACRO ADVISORS, INC. | 118832 | $183.2 | $370.9M | 9 | 2026-05-31 | → |
| 966 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | 171321 | $183.2 | $235.4M | 5 | 2026-06-30 | → |
| 967 | PRASAD WEALTH PARTNERS, LLC | 332507 | $183.2 | $572.1M | 11 | 2026-05-31 | → |
| 968 | MICHAEL TRAXLER WEALTH MANAGEMENT, LLC | 285427 | $182.7 | $194.7M | 6 | 2026-02-28 | → |
| 969 | SIMPLIFIED WEALTH MANAGEMENT, LLC | 297059 | $182.4 | $225.5M | 9 | 2026-02-28 | → |
| 970 | GHP INVESTMENT ADVISORS INC | 107563 | $182.4 | $3.06B | 25 | 2026-03-31 | → |
| 971 | RELEVE FINANCIAL GROUP, LLC | 285243 | $182.1 | $255.6M | 7 | 2026-06-30 | → |
| 972 | ARBOR INVESTMENT ADVISORS, LLC | 111077 | $182.1 | $1.29B | 8 | 2026-03-31 | → |
| 973 | SIGHTLINE WEALTH ADVISORS, LLC | 176520 | $182 | $354.2M | 5 | 2026-05-31 | → |
| 974 | BRIDGEWATER ASSET MANAGEMENT LLC | 169832 | $182 | $350.5M | 6 | 2026-03-31 | → |
| 975 | REFINED WEALTH MANAGEMENT | 169563 | $182 | $210.9M | 5 | 2026-05-31 | → |
| 976 | SWISHER FINANCIAL CONCEPTS, INC. | 121384 | $181.9 | $317.0M | 8 | 2026-03-31 | → |
| 977 | SMITH ASSET MANAGEMENT CO., LLC | 127684 | $181.9 | $281.2M | 7 | 2026-05-31 | → |
| 978 | AUXIN GROUP WEALTH MANAGEMENT, LLC | 226599 | $181.8 | $304.2M | 6 | 2025-03-31 | → |
| 979 | FINANCIAL ADVISORS NETWORK, INC. | 152083 | $181.5 | $1.11B | 22 | 2026-03-31 | → |
| 980 | PETERSEN HASTINGS WEALTH ADVISORS, INC. | 110952 | $181.3 | $1.58B | 19 | 2026-04-30 | → |
| 981 | THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC | 326421 | $181.1 | $286.1M | 10 | 2026-03-31 | → |
| 982 | VALICENTI ADVISORY SERVICES INC | 110669 | $181.1 | $820.0M | 11 | 2026-03-31 | → |
| 983 | SLOY, DAHL & HOLST, LLC | 110102 | $181 | $1.80B | 6 | 2026-05-31 | → |
| 984 | ARRIEN INVESTMENTS, INC. | 321819 | $181 | $226.6M | 5 | 2026-02-28 | → |
| 985 | WHITENER CAPITAL MANAGEMENT, INC | 106865 | $180.9 | $598.5M | 9 | 2026-02-28 | → |
| 986 | MARMO FINANCIAL GROUP, LLC | 143816 | $180.9 | $295.2M | 9 | 2026-03-31 | → |
| 987 | WFA ASSET MANAGEMENT CORP | 106102 | $180.9 | $439.3M | 8 | 2025-03-31 | → |
| 988 | THE RETIREMENT PLANNING GROUP, LLC | 129625 | $180.9 | $4.16B | 78 | 2026-06-30 | → |
| 989 | KERR FINANCIAL PLANNING CORPORATION | 277142 | $180.8 | $131.0M | 5 | 2026-05-31 | → |
| 990 | SEQUOIA WEALTH MANAGEMENT, LLC | 170543 | $180.8 | $599.6M | 16 | 2026-03-31 | → |
| 991 | WARBURTON CAPITAL MANAGEMENT, LLC | 141969 | $180.7 | $786.6M | 7 | 2026-02-28 | → |
| 992 | SUN FINANCIAL, INC. | 333404 | $180.6 | $217.5M | 5 | 2026-03-31 | → |
| 993 | MILESTONE INVESTMENT ADVISORS, LLC | 168429 | $180.6 | $877.6M | 7 | 2026-05-31 | → |
| 994 | OSTROFE FINANCIAL CONSULTANTS INC | 110064 | $180.6 | $386.4M | 9 | 2026-02-28 | → |
| 995 | FORTIS GROUP ADVISORS LLC | 290427 | $180.5 | $822.4M | 29 | 2026-03-31 | → |
| 996 | GLOBALT INVESTMENTS LLC | 328039 | $180.4 | $3.02B | 18 | 2026-04-30 | → |
| 997 | AFFINITY INVESTMENT GROUP, LLC | 117191 | $180.4 | $595.1M | 9 | 2026-05-31 | → |
| 998 | TOUNJIAN ADVISORY PARTNERS LLC | 329635 | $180.4 | $675.5M | 10 | 2026-03-31 | → |
| 999 | THE MARTIN WORLEY GROUP | 169006 | $180.4 | $385.0M | 5 | 2025-03-31 | → |
| 1000 | TRADITION WEALTH MANAGEMENT LLC | 128314 | $180.3 | $2.60B | 32 | 2026-06-30 | → |
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