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 | |
|---|---|---|---|---|---|---|---|
| 601 | AMPLIUS WEALTH ADVISORS, LLC | 312463 | $219 | $1.74B | 13 | 2026-05-31 | → |
| 602 | MORAN WEALTH MANAGEMENT, LLC | 319208 | $218.9 | $5.10B | 56 | 2026-06-30 | → |
| 603 | FINANCIAL DESIGNS CORPORATION | 14829 | $218.7 | $507.9M | 6 | 2026-01-31 | → |
| 604 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | $218.6 | $15.73B | 188 | 2026-06-30 | → |
| 605 | ENDOWMENT WEALTH MANAGEMENT, INC. | 108652 | $218.4 | $609.2M | 14 | 2026-03-31 | → |
| 606 | SHARPEPOINT, LLC | 290719 | $218.2 | $222.8M | 5 | 2026-04-30 | → |
| 607 | LIFELONG WEALTH ADVISORS, INC. | 331847 | $218.2 | $710.4M | 12 | 2026-03-31 | → |
| 608 | BURKETT FINANCIAL SERVICES, LLC | 140168 | $217.9 | $572.6M | 7 | 2026-02-28 | → |
| 609 | MERIDIAN FINANCIAL PARTNERS LLC | 281969 | $217.4 | $627.6M | 7 | 2026-03-31 | → |
| 610 | ERN FINANCIAL, LLC | 297717 | $217.3 | $1.15B | 12 | 2026-04-30 | → |
| 611 | ADELL HARRIMAN & CARPENTER INC | 107488 | $217.3 | $2.09B | 13 | 2026-03-31 | → |
| 612 | OXINAS PARTNERS, LLC | 297462 | $217.3 | $391.0M | 8 | 2026-02-28 | → |
| 613 | KAPSTONE FINANCIAL ADVISORS LLC | 318885 | $217.2 | $322.3M | 5 | 2026-06-30 | → |
| 614 | SHOREHAVEN WEALTH PARTNERS, LLC | 308026 | $217.2 | $541.5M | 6 | 2026-03-31 | → |
| 615 | RICHARDSON FINANCIAL SERVICES INC. | 130715 | $217 | $256.1M | 6 | 2026-04-30 | → |
| 616 | MURRAY FINANCIAL GROUP, LLC | 157626 | $216.9 | $1.55B | 17 | 2026-02-28 | → |
| 617 | HF ADVISORY GROUP, LLC | 309051 | $216.8 | $321.5M | 6 | 2026-03-31 | → |
| 618 | MAINSTREET INVESTMENT ADVISORS LLC | 146615 | $216.8 | $5.86B | 26 | 2026-03-31 | → |
| 619 | EVERNEST FINANCIAL ADVISORS | 328161 | $216.7 | $963.0M | 6 | 2026-03-31 | → |
| 620 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $216.7 | $684.78B | 1,109 | 2026-04-30 | → |
| 621 | SMI ADVISORY SERVICES, LLC | 137872 | $216.6 | $949.0M | 5 | 2026-01-31 | → |
| 622 | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC | 309329 | $216.4 | $469.5M | 5 | 2026-03-31 | → |
| 623 | ATTENTIVE INVESTMENTS, LLC | 315478 | $215.8 | $197.5M | 5 | 2026-02-28 | → |
| 624 | OWEN LARUE, LLC | 289436 | $215.6 | $458.9M | 7 | 2026-03-31 | → |
| 625 | EMPOWER FINANCIAL ADVISORY, LLC | 313968 | $215.4 | $635.8M | 7 | 2026-05-31 | → |
| 626 | ERGAWEALTH ADVISORS, INC. | 290030 | $215.4 | $341.5M | 5 | 2026-03-31 | → |
| 627 | BERKELEY CAPITAL PARTNERS, LLC | 281082 | $215.3 | $1.10B | 11 | 2026-03-31 | → |
| 628 | KLEINFELDER CAPITAL, INC. | 289345 | $215.2 | $376.6M | 5 | 2026-02-28 | → |
| 629 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 151298 | $215.2 | $4.07B | 85 | 2025-09-30 | → |
| 630 | MRAZ, AMERINE & ASSOCIATES, INC. | 158338 | $214.8 | $917.5M | 6 | 2026-03-31 | → |
| 631 | PEAK PLANNING GROUP, LLC | 289891 | $214.8 | $710.0M | 11 | 2026-05-31 | → |
| 632 | GREENBUSH FINANCIAL GROUP, LLC | 125500 | $214.7 | $616.5M | 6 | 2026-01-31 | → |
| 633 | LOCKSHIELD PARTNERS, INC. | 175433 | $214.6 | $290.6M | 8 | 2026-03-31 | → |
| 634 | CAPASSO PLANNING PARTNERS LLC | 294673 | $214.6 | $274.2M | 5 | 2026-04-30 | → |
| 635 | SLWA, LLC | 309506 | $214.5 | $760.0M | 6 | 2026-03-31 | → |
| 636 | RETIREMENT PLANNING GROUP, LLC | 310647 | $214.5 | $375.4M | 8 | 2026-03-31 | → |
| 637 | GEHRIG CAPITAL MANAGEMENT, INC. | 123250 | $214.4 | $203.9M | 5 | 2026-03-31 | → |
| 638 | MARTEL WEALTH ADVISORS INC | 296896 | $214.4 | $1.46B | 13 | 2026-01-31 | → |
| 639 | SENIOR TAX ADVISORY GROUP, INC | 318058 | $214.3 | $122.8M | 6 | 2026-03-31 | → |
| 640 | GOLDSTEIN ADVISORS, LLC | 323125 | $214.2 | $1.08B | 19 | 2026-02-28 | → |
| 641 | ELDERADO FINANCIAL, INC | 112908 | $214.2 | $237.2M | 5 | 2026-02-28 | → |
| 642 | LLOYD ADVISORY SERVICES, LLC | 150582 | $213.8 | $437.6M | 13 | 2026-03-31 | → |
| 643 | WRENNE FINANCIAL PLANNING LLC | 173029 | $213.7 | $297.9M | 11 | 2026-05-31 | → |
| 644 | REGATTA CAPITAL GROUP, LLC | 145363 | $213.7 | $1.55B | 18 | 2026-03-31 | → |
| 645 | MRWM ADVISORS, LLC | 288944 | $213.6 | $431.7M | 5 | 2026-03-31 | → |
| 646 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | 156660 | $213.6 | $929.1M | 17 | 2026-05-31 | → |
| 647 | THRIVENT ADVISOR NETWORK, LLC | 304569 | $213.6 | $6.84B | 119 | 2026-06-30 | → |
| 648 | BKM WEALTH MANAGEMENT, LLC | 323928 | $213.4 | $651.8M | 9 | 2026-02-28 | → |
| 649 | AMPLIFY FINANCIAL, LLC | 325721 | $213.4 | $230.7M | 7 | 2026-03-31 | → |
| 650 | RETIREMENT PLAN ADVISORS, LLC | 122758 | $213.4 | $3.54B | 47 | 2026-03-31 | → |
| 651 | ONE DEGREE ADVISORS, INC. | 170392 | $213.2 | $489.0M | 6 | 2026-05-31 | → |
| 652 | WESTWIND CAPITAL | 106802 | $213.1 | $795.9M | 10 | 2026-04-30 | → |
| 653 | ELEVATION POINT WEALTH PARTNERS, LLC | 137068 | $213 | $8.29B | 91 | 2026-06-30 | → |
| 654 | WPG ADVISERS, LLC | 291708 | $212.8 | $360.9M | 6 | 2026-03-31 | → |
| 655 | FIRST FINANCIAL COACHING, INC. | 152070 | $212.6 | $670.6M | 14 | 2026-05-31 | → |
| 656 | MCILRATH & ECK, LLC | 145252 | $212.5 | $1.36B | 19 | 2026-03-31 | → |
| 657 | SPINNAKER INVESTMENT GROUP, LLC | 283414 | $212.5 | $1.07B | 11 | 2026-06-30 | → |
| 658 | HANC WEALTH MANAGEMENT, LLC | 249789 | $212.2 | $492.1M | 5 | 2026-04-30 | → |
| 659 | LEGACY WEALTH MANAGEMENT INC | 108619 | $212.1 | $2.66B | 22 | 2026-03-31 | → |
| 660 | LAUREL OAK WEALTH MANAGEMENT, LLC | 336824 | $211.9 | $1.40B | 22 | 2026-06-30 | → |
| 661 | DT INVESTMENT PARTNERS, LLC | 157646 | $211.9 | $1.91B | 8 | 2026-03-31 | → |
| 662 | ALJEN ASSET MANAGEMENT LLC | 128962 | $211.8 | $230.2M | 5 | 2026-04-30 | → |
| 663 | WEALTH NAVIGATION, LLC | 140612 | $211.1 | $446.3M | 12 | 2026-03-31 | → |
| 664 | PRIVATE ADVISOR GROUP, LLC | 155216 | $211 | $44.33B | 674 | 2026-06-30 | → |
| 665 | PALADIN WEALTH, LLC | 288387 | $211 | $216.9M | 7 | 2026-06-30 | → |
| 666 | GOOGINS ADVISORS, INC. | 13985 | $210.9 | $501.0M | 8 | 2026-02-28 | → |
| 667 | WINNACLE WEALTH, LLC | 317181 | $210.7 | $145.0M | 6 | 2026-05-31 | → |
| 668 | SAGESPRING WEALTH PARTNERS | 283515 | $210.6 | $8.49B | 195 | 2026-05-31 | → |
| 669 | WOLFF WIESE MAGANA LLC | 157620 | $210.3 | $381.8M | 8 | 2026-04-30 | → |
| 670 | FPL CAPITAL MANAGEMENT, LLC | 117499 | $210.2 | $1.08B | 5 | 2026-01-31 | → |
| 671 | DAVIS CAPITAL MANAGEMENT LLC | 149014 | $210.2 | $259.0M | 5 | 2026-03-31 | → |
| 672 | HAHN FINANCIAL GROUP INC. | 169787 | $210.2 | $188.7M | 16 | 2026-03-31 | → |
| 673 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | $210.1 | $3.42B | 61 | 2026-05-31 | → |
| 674 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | 323060 | $210 | $1.93B | 20 | 2026-04-30 | → |
| 675 | VANTAGE WEALTH MANAGEMENT, LLC | 152374 | $209.8 | $1.12B | 9 | 2026-03-31 | → |
| 676 | PAUL R. RIED FINANCIAL GROUP, LLC | 297284 | $209.7 | $1.27B | 12 | 2026-03-31 | → |
| 677 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $209.6 | $54.28B | 88 | 2026-03-31 | → |
| 678 | WEST FINANCIAL ADVISORS, L.L.C. | 142265 | $209.6 | $674.2M | 8 | 2026-02-28 | → |
| 679 | QUARRY HILL ADVISORS, LLC | 288334 | $209.6 | $394.8M | 5 | 2026-01-31 | → |
| 680 | RIK SAYLOR FINANCIAL, INC. | 165484 | $209.4 | $199.2M | 5 | 2026-03-31 | → |
| 681 | COVESTOR LTD | 145694 | $209.1 | $195.8M | 17 | 2026-03-31 | → |
| 682 | TRUE LINK FINANCIAL ADVISORS, LLC | 281870 | $208.7 | $1.89B | 7 | 2026-03-31 | → |
| 683 | TRUNORTH FINANCIAL SERVICES, INC. | 111308 | $208.7 | $309.5M | 6 | 2026-03-31 | → |
| 684 | FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC | 307987 | $208.4 | $256.0M | 5 | 2026-03-31 | → |
| 685 | LBMC INVESTMENT ADVISORS LLC | 108943 | $208.4 | $2.23B | 8 | 2026-03-31 | → |
| 686 | SEARCY FINANCIAL SERVICES, INC. | 105807 | $208.2 | $514.0M | 9 | 2026-05-31 | → |
| 687 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | 149830 | $208.1 | $1.01B | 14 | 2026-02-28 | → |
| 688 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | 157998 | $207.9 | $791.8M | 9 | 2026-03-31 | → |
| 689 | SHAKESPEARE WEALTH MANAGEMENT, LLC | 111950 | $207.9 | $641.9M | 9 | 2026-04-30 | → |
| 690 | GRYPHON ADVISORS, LLC | 132389 | $207.8 | $533.3M | 8 | 2025-03-31 | → |
| 691 | LAUTERBACH FINANCIAL ADVISORS, LLC | 114431 | $207.6 | $700.3M | 5 | 2026-03-31 | → |
| 692 | PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. | 105052 | $207.5 | $671.0M | 11 | 2026-04-30 | → |
| 693 | WELLS TRECASO FINANCIAL GROUP, LLC | 289899 | $207.3 | $533.3M | 6 | 2025-03-31 | → |
| 694 | RFG - BRISTOL WEALTH ADVISORS, LLC | 330145 | $207.3 | $985.6M | 10 | 2026-06-30 | → |
| 695 | WILLIAM MADISON ADVISORS, INC. | 294782 | $207.3 | $497.7M | 8 | 2026-03-31 | → |
| 696 | V2 FINANCIAL GROUP, LLC | 142189 | $207.2 | $350.5M | 5 | 2026-03-31 | → |
| 697 | THE WEALTH GROUP, LTD | 311385 | $207.2 | $711.0M | 12 | 2026-01-31 | → |
| 698 | GLOBAL VIEW INVESTMENT ADVISORS, LLC | 145499 | $207 | $553.8M | 8 | 2026-02-28 | → |
| 699 | LEGACY INVESTMENT SOLUTIONS, LLC | 322695 | $206.8 | $283.7M | 18 | 2026-04-30 | → |
| 700 | MALTIN WEALTH MANAGEMENT, INC. | 164330 | $206.8 | $507.2M | 5 | 2026-02-28 | → |
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