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 | |
|---|---|---|---|---|---|---|---|
| 301 | VALTINSON BRUNER FINANCIAL PLANNING LLC | 297866 | $277.3 | $712.0M | 11 | 2026-02-28 | → |
| 302 | LAW & ASSOCIATES INC | 105350 | $276.3 | $326.6M | 6 | 2026-04-30 | → |
| 303 | WISE WEALTH, LLC | 143421 | $275.8 | $304.2M | 10 | 2025-08-31 | → |
| 304 | CANVAS WEALTH ADVISORS, LLC | 306343 | $275.7 | $929.2M | 11 | 2026-05-31 | → |
| 305 | GIRAFFES, INC. | 157616 | $275.5 | $1.09B | 19 | 2026-06-30 | → |
| 306 | ARKFELD WEALTH STRATEGIES, L.L.C. | 293175 | $275.5 | $538.0M | 8 | 2026-04-30 | → |
| 307 | TRICORD ADVISORS, INC. | 155749 | $275.4 | $431.5M | 5 | 2026-03-31 | → |
| 308 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $275.2 | $52.78B | 177 | 2026-03-31 | → |
| 309 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | 121496 | $275 | $1.11B | 9 | 2026-03-31 | → |
| 310 | LJI WEALTH MANAGEMENT, LLC | 145399 | $274.9 | $1.37B | 13 | 2026-03-31 | → |
| 311 | PRISM FINANCIAL GROUP, L.L.C. | 112315 | $274.9 | $1.70B | 9 | 2025-02-28 | → |
| 312 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 107638 | $274.4 | $1.34B | 7 | 2026-03-31 | → |
| 313 | ABSHER WEALTH MANAGEMENT, LLC | 304642 | $274.2 | $1.26B | 9 | 2026-05-31 | → |
| 314 | WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. | 109576 | $273.5 | $241.5M | 6 | 2026-03-31 | → |
| 315 | BCA PRIVATE WEALTH, INC. | 140913 | $273.4 | $317.3M | 5 | 2026-02-28 | → |
| 316 | INNOVATIVE WEALTH BUILDING LLC | 314942 | $273.3 | $657.2M | 17 | 2026-06-30 | → |
| 317 | ACCESS FINANCIAL RESOURCES INC. | 109495 | $273.1 | $410.6M | 9 | 2026-04-30 | → |
| 318 | MICHAEL RUSSO LTD | 142810 | $272.9 | $275.1M | 7 | 2026-03-31 | → |
| 319 | PINKERTON WEALTH, LLC | 120973 | $272.7 | $1.44B | 49 | 2026-06-30 | → |
| 320 | JOULE FINANCIAL, LLC | 320791 | $272.6 | $478.6M | 8 | 2026-03-31 | → |
| 321 | ROTHWELL INVESTMENT ADVISORS LLC | 337504 | $272.6 | $187.7M | 5 | 2026-03-31 | → |
| 322 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 152689 | $272 | $773.9M | 7 | 2026-02-28 | → |
| 323 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 109040 | $271.6 | $1.05B | 5 | 2026-02-28 | → |
| 324 | PACIFIC FINANCIAL GROUP INC | 105203 | $271.5 | $5.07B | 62 | 2026-05-31 | → |
| 325 | LYNCH & ASSOCIATES INC | 108326 | $271.4 | $831.1M | 7 | 2026-02-28 | → |
| 326 | CENTER FOR WEALTH MANAGEMENT LLC. | 171221 | $271.2 | $227.8M | 5 | 2026-05-31 | → |
| 327 | 5C CAPITAL MANAGEMENT, LLC | 284213 | $271 | $648.1M | 7 | 2026-03-31 | → |
| 328 | CLARITY WEALTH ADVISORS, LLC | 157913 | $270.6 | $732.9M | 5 | 2026-03-31 | → |
| 329 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $270.2 | $6.72B | 55 | 2026-03-31 | → |
| 330 | LAKESHORE FINANCIAL PLANNING INC. | 299129 | $270.2 | $469.3M | 5 | 2026-02-28 | → |
| 331 | TRUENORTH WEALTH & IMPACT, LLC | 321238 | $270.2 | $456.2M | 5 | 2026-03-31 | → |
| 332 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 299595 | $270.1 | $732.2M | 8 | 2026-03-31 | → |
| 333 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 298254 | $270 | $709.7M | 7 | 2026-05-31 | → |
| 334 | CAPITOL PRIVATE WEALTH GROUP LLC | 283257 | $269.6 | $562.1M | 8 | 2026-04-30 | → |
| 335 | HENGEHOLD CAPITAL MANAGEMENT LLC | 107700 | $269.5 | $1.23B | 11 | 2026-03-31 | → |
| 336 | S&A FINANCIAL SERVICES, INC. | 110471 | $269.1 | $392.3M | 7 | 2026-03-31 | → |
| 337 | SSB WEALTH MANAGEMENT, INC. | 306510 | $268.9 | $2.73B | 20 | 2026-06-30 | → |
| 338 | ENCOMPASS WEALTH ADVISORS, LLC | 170807 | $268.6 | $472.8M | 5 | 2026-03-31 | → |
| 339 | WEALTHSPAN PARTNERS, LLC | 297712 | $268.3 | $451.1M | 6 | 2026-03-31 | → |
| 340 | MASON & ASSOCIATES, INC. | 141303 | $267.9 | $828.7M | 8 | 2026-01-31 | → |
| 341 | ATLANTIC PRIVATE WEALTH, LLC | 311517 | $267.8 | $894.0M | 5 | 2026-02-28 | → |
| 342 | WEALTHCARE INVESTMENT PARTNERS LLC | 296475 | $267.3 | $859.6M | 12 | 2026-03-31 | → |
| 343 | GREAT OAK CAPITAL PARTNERS, LLC | 281045 | $267.3 | $477.9M | 7 | 2026-04-30 | → |
| 344 | CLEAR CREEK WEALTH MANAGEMENT, LLC | 288335 | $266.7 | $722.5M | 9 | 2026-04-30 | → |
| 345 | GK WEALTH MANAGEMENT LLC | 296847 | $266 | $258.8M | 5 | 2026-03-31 | → |
| 346 | AMERICAN FINANCIAL ADVISORS, LLC. | 115824 | $265.9 | $950.2M | 7 | 2026-05-31 | → |
| 347 | THE RETIREMENT GUYS FORMULA LLC | 168561 | $265.9 | $276.9M | 7 | 2026-02-28 | → |
| 348 | CAROLINA WEALTH ADVISORS, LLC | 288837 | $265.2 | $313.4M | 6 | 2026-03-31 | → |
| 349 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $265.1 | $28.64B | 35 | 2026-03-31 | → |
| 350 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | 293020 | $265 | $745.1M | 7 | 2026-03-31 | → |
| 351 | GRANTVEST FINANCIAL GROUP LLC | 310272 | $264.8 | $230.0M | 5 | 2026-03-31 | → |
| 352 | PERSONAL CFO SOLUTIONS LLC | 158248 | $264.7 | $1.65B | 18 | 2026-03-31 | → |
| 353 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | 145355 | $264.4 | $654.4M | 5 | 2026-03-31 | → |
| 354 | CFS INVESTMENT ADVISORY SERVICES LLC | 106577 | $264.4 | $2.73B | 13 | 2026-03-31 | → |
| 355 | LUEDTKE & ASSOCIATES LLC | 337424 | $264 | $248.2M | 5 | 2026-01-31 | → |
| 356 | ASSET MANAGEMENT STRATEGIES, INC. | 135173 | $263.8 | $220.2M | 8 | 2026-03-31 | → |
| 357 | CACHETECH INC. | 327688 | $263.6 | $547.4M | 7 | 2026-06-30 | → |
| 358 | SPG ADVISORS LLC | 284496 | $262.9 | $535.4M | 9 | 2026-03-31 | → |
| 359 | CONVERGENCE FINANCIAL, LLC | 304146 | $262.5 | $904.0M | 18 | 2026-06-30 | → |
| 360 | USA FINANCIAL EXCHANGE LLC | 283466 | $262.4 | $1.64B | 38 | 2026-03-31 | → |
| 361 | VERDE CAPITAL MANAGEMENT, INC. | 147179 | $262.3 | $749.8M | 16 | 2026-02-28 | → |
| 362 | FORTITUDE FINANCIAL LLC | 313235 | $261.7 | $281.5M | 7 | 2026-06-30 | → |
| 363 | CALDER INVESTMENT ADVISORS | 143973 | $261.6 | $297.0M | 7 | 2026-03-31 | → |
| 364 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 151088 | $261.5 | $2.20B | 26 | 2026-06-30 | → |
| 365 | EURO PACIFIC ASSET MANAGEMENT, LLC | 152922 | $261.5 | $2.18B | 14 | 2026-04-30 | → |
| 366 | FREC ADVISERS LLC | 325982 | $261.4 | $567.2M | 7 | 2026-06-30 | → |
| 367 | GREAT LAKES RETIREMENT, INC. | 146608 | $260.9 | $1.16B | 27 | 2026-03-31 | → |
| 368 | DE GROOTE FINANCIAL GROUP, LLC | 168178 | $260.7 | $1.22B | 9 | 2026-05-31 | → |
| 369 | SUNBURST FINANCIAL GROUP, LLC | 283605 | $260.7 | $808.1M | 9 | 2026-05-31 | → |
| 370 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $259.5 | $216.43B | 434 | 2026-03-31 | → |
| 371 | STRATEGIC INVESTMENT SOLUTIONS, INC. | 143128 | $259.4 | $830.2M | 14 | 2026-02-28 | → |
| 372 | CVFG LLC | 325310 | $259.2 | $1.15B | 11 | 2026-05-31 | → |
| 373 | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 140551 | $259.1 | $538.8M | 7 | 2026-03-31 | → |
| 374 | STENGER FAMILY OFFICE, LLC | 325089 | $258.9 | $686.2M | 9 | 2026-04-30 | → |
| 375 | FIRETHORN WEALTH PARTNERS, LLC | 297634 | $258.1 | $671.9M | 9 | 2026-04-30 | → |
| 376 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 284547 | $258 | $356.1M | 6 | 2026-04-30 | → |
| 377 | WILSEY ASSET MANAGEMENT INCORPORATED | 130482 | $257.6 | $768.5M | 9 | 2026-03-31 | → |
| 378 | KERBERROSE WEALTH MANAGEMENT, LLC | 168787 | $257.3 | $1.16B | 13 | 2026-03-31 | → |
| 379 | HFM INVESTMENT ADVISORS, LLC | 289103 | $257.2 | $404.1M | 5 | 2026-03-31 | → |
| 380 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 128199 | $257.1 | $1.66B | 14 | 2026-03-31 | → |
| 381 | TRILOGY CAPITAL, INC. | 281597 | $256.6 | $3.21B | 74 | 2026-06-30 | → |
| 382 | MATERETSKY FINANCIAL GROUP, INC. | 292353 | $256.6 | $720.8M | 9 | 2026-03-31 | → |
| 383 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $256.5 | $31.28B | 68 | 2026-06-30 | → |
| 384 | DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. | 165145 | $256 | $382.9M | 9 | 2026-02-28 | → |
| 385 | HURLEY FINANCIAL GROUP, INC. | 108983 | $255.8 | $406.5M | 6 | 2026-03-31 | → |
| 386 | NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | 109203 | $255.6 | $673.0M | 12 | 2026-03-31 | → |
| 387 | GR FINANCIAL GROUP, LLC | 172370 | $255.2 | $1.05B | 10 | 2026-04-30 | → |
| 388 | ESSEX LLC | 108352 | $254.9 | $649.3M | 9 | 2026-01-31 | → |
| 389 | BATES FINANCIAL ADVISORS, INC. | 116515 | $254.6 | $439.2M | 5 | 2026-06-30 | → |
| 390 | SOCHA FINANCIAL GROUP, LLC | 299263 | $254.3 | $430.0M | 6 | 2026-03-31 | → |
| 391 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 142944 | $254.1 | $1.31B | 13 | 2026-04-30 | → |
| 392 | VSM WEALTH ADVISORY, LLC | 313717 | $254 | $677.5M | 6 | 2026-03-31 | → |
| 393 | 626 FINANCIAL, LLC | 306474 | $254 | $379.6M | 5 | 2026-02-28 | → |
| 394 | MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC | 110152 | $253.4 | $2.26B | 14 | 2026-05-31 | → |
| 395 | JCM STRATEGIC WEALTH PARTNERS LLC | 315220 | $252.4 | $152.4M | 5 | 2026-01-31 | → |
| 396 | ECLECTIC ASSOCIATES, INC. | 111041 | $252.4 | $1.47B | 17 | 2026-04-30 | → |
| 397 | PAYNE CAPITAL MANAGEMENT, LLC | 147119 | $251.9 | $1.34B | 17 | 2026-03-31 | → |
| 398 | WEALTHCARE CAPITAL MANAGEMENT LLC | 111119 | $251.8 | $3.93B | 54 | 2026-05-31 | → |
| 399 | SITTNER & NELSON, LLC | 309757 | $251 | $1.05B | 6 | 2026-03-31 | → |
| 400 | MONTGOMERY FINANCIAL SERVICES, LLC | 170024 | $250.8 | $229.8M | 6 | 2026-06-30 | → |
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