Research Report · 2026-06-30
Most Wealth-Focused Registered Investment Advisers
SEC-registered investment advisers ranked by the share of reported client-type assets tied to individual wealth clients.
Firms
1,000
Total AUM
$694.85B
Median AUM
$378.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Share↕ | Segment Assets↕ | AUM↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | MINERVA PLANNING GROUP, INC. | 127263 | 100% | $236.9M | $236.9M | 2026-04-30 | → |
| 902 | LEVEL WEALTH MANAGEMENT LLC | 301381 | 100% | $236.5M | $236.5M | 2026-01-31 | → |
| 903 | R2 CAPITAL STRATEGIES, LLC | 338490 | 100% | $236.0M | $236.0M | 2026-04-30 | → |
| 904 | HERITAGE FINANCIAL COUNSELORS, LLC | 288232 | 100% | $235.9M | $235.9M | 2026-03-31 | → |
| 905 | CROWN OAK ADVISORS, LLC | 309749 | 100% | $235.6M | $235.6M | 2026-02-28 | → |
| 906 | CREW CAPITAL MANAGEMENT, LTD. | 125402 | 100% | $235.4M | $235.4M | 2026-03-31 | → |
| 907 | PARTNERSHIP WEALTH MANAGEMENT, LLC | 285718 | 100% | $234.9M | $234.9M | 2026-02-28 | → |
| 908 | ASG INVESTMENT MANAGEMENT, LLC | 292445 | 100% | $234.8M | $234.8M | 2025-03-31 | → |
| 909 | CBM FINANCIAL, LLC | 327254 | 100% | $234.8M | $234.8M | 2026-03-31 | → |
| 910 | BELLEAIR ASSET MANAGEMENT, LLC | 290882 | 100% | $234.3M | $234.3M | 2026-03-31 | → |
| 911 | CAPITAL MANAGEMENT ADVISOR GROUP, LLC | 304617 | 100% | $234.1M | $234.1M | 2026-04-30 | → |
| 912 | ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC | 106999 | 100% | $234.0M | $234.0M | 2026-01-31 | → |
| 913 | LEGACY PLANNING ADVISORS, LLC | 121289 | 100% | $234.0M | $234.0M | 2026-02-28 | → |
| 914 | DELTA FINANCIAL ADVISORS, INC | 121907 | 100% | $234.0M | $234.0M | 2026-03-31 | → |
| 915 | ADAPTATION FINANCIAL ADVISORS INC. | 309192 | 100% | $233.6M | $233.6M | 2026-05-31 | → |
| 916 | WE ALLIANCE WEALTH ADVISORS, INC. | 175405 | 100% | $233.1M | $233.1M | 2026-03-31 | → |
| 917 | SUNDVOLD CAPITAL MANAGEMENT LLC | 108176 | 100% | $232.9M | $232.9M | 2026-03-31 | → |
| 918 | FINANCIAL ABUNDANCE, INC. | 143300 | 100% | $232.9M | $232.9M | 2025-03-31 | → |
| 919 | FOUNDRY FINANCIAL LLC | 300122 | 100% | $232.6M | $232.6M | 2026-06-30 | → |
| 920 | CONWAY CAPITAL MANAGEMENT, INC. | 133260 | 100% | $231.9M | $231.9M | 2026-03-31 | → |
| 921 | YARDLEY WEALTH MANAGEMENT LLC | 134311 | 100% | $231.6M | $231.6M | 2026-04-30 | → |
| 922 | BXM WEALTH LLC | 332544 | 100% | $231.3M | $231.3M | 2026-01-31 | → |
| 923 | SLT HOLDINGS LLC | 328450 | 100% | $230.3M | $230.3M | 2026-04-30 | → |
| 924 | VIMA, LLC | 148833 | 100% | $229.5M | $229.5M | 2026-05-31 | → |
| 925 | VOLARIS CAPITAL MANAGEMENT LLC | 286219 | 100% | $229.2M | $229.2M | 2025-01-31 | → |
| 926 | HIPPOCRATIC FINANCIAL ADVISORS LLC | 169481 | 100% | $229.0M | $229.0M | 2026-05-31 | → |
| 927 | HEMISPHERE PARTNERS LLC | 136535 | 100% | $228.9M | $228.9M | 2026-03-31 | → |
| 928 | X ADVISORS, LLC | 315838 | 100% | $228.6M | $228.6M | 2026-05-31 | → |
| 929 | COLIN, BRUCE TED | 118035 | 100% | $228.5M | $228.5M | 2026-04-30 | → |
| 930 | LANSDOWNE WEALTH MANAGEMENT, LLC | 155422 | 100% | $227.7M | $227.7M | 2026-03-31 | → |
| 931 | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC | 152930 | 100% | $227.4M | $227.4M | 2026-04-30 | → |
| 932 | REVIEW SERVICES INC | 110277 | 100% | $227.4M | $227.4M | 2026-04-30 | → |
| 933 | SUCCESSFUL MONEY STRATEGIES INC | 109829 | 100% | $227.1M | $227.1M | 2026-03-31 | → |
| 934 | R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC. | 145159 | 100% | $227.1M | $227.1M | 2026-03-31 | → |
| 935 | PREMIER ESTATE PLANNERS, LLC | 122638 | 100% | $226.9M | $226.9M | 2026-02-28 | → |
| 936 | ELEVATION ADVISORY PARTNERS LLC | 312170 | 100% | $226.0M | $226.0M | 2026-06-30 | → |
| 937 | VALPEY FINANCIAL SERVICES LLC | 154154 | 100% | $226.0M | $226.0M | 2026-03-31 | → |
| 938 | DRAGUS CAPITAL, LLC | 158122 | 100% | $225.9M | $225.9M | 2026-03-31 | → |
| 939 | EVANSBROOK LLC | 327916 | 100% | $225.7M | $225.7M | 2026-03-31 | → |
| 940 | WEIS ADVISORY, LLC | 217517 | 100% | $225.6M | $225.6M | 2026-03-31 | → |
| 941 | WILLIAMS CAPITAL MANAGEMENT COMPANY | 109412 | 100% | $225.6M | $225.6M | 2026-03-31 | → |
| 942 | MILLER WEALTH ADVISORS, LLC | 171329 | 100% | $225.5M | $225.5M | 2026-06-30 | → |
| 943 | THE TENRET COMPANY, LLC | 298570 | 100% | $225.4M | $225.4M | 2026-03-31 | → |
| 944 | MINDFUL WEALTH LLC | 297493 | 100% | $225.3M | $225.3M | 2026-05-31 | → |
| 945 | HENSON-EDGEWATER MANAGEMENT, LLC | 135316 | 100% | $225.0M | $225.0M | 2026-03-31 | → |
| 946 | CAPITAL ADVISORY GROUP, INC. | 114539 | 100% | $224.9M | $224.9M | 2026-03-31 | → |
| 947 | ALLIED PRIVATE WEALTH | 328952 | 100% | $224.5M | $224.5M | 2026-03-31 | → |
| 948 | IADVISE PARTNERS LLC | 168564 | 100% | $224.5M | $224.5M | 2026-04-30 | → |
| 949 | MCALISTER, SWEET & ASSOCIATES, INC. | 290626 | 100% | $224.2M | $224.2M | 2026-03-31 | → |
| 950 | BRIGHT ANGEL ADVISORS LLC | 311704 | 100% | $224.1M | $224.1M | 2026-01-31 | → |
| 951 | JHP WEALTH MANAGEMENT, LLC | 298784 | 100% | $223.8M | $223.8M | 2026-02-28 | → |
| 952 | EASLEY INVESTMENT CONSULTANTS, INC. | 307258 | 100% | $223.8M | $223.8M | 2026-01-31 | → |
| 953 | STERLING WEALTH ADVISORS, INC. | 124121 | 100% | $223.5M | $223.5M | 2026-04-30 | → |
| 954 | DAVIDSON ADVISORY GROUP, LLC | 333090 | 100% | $223.5M | $223.5M | 2026-02-28 | → |
| 955 | KMT WEALTH MANAGEMENT, LLC | 328911 | 100% | $222.4M | $222.4M | 2026-02-28 | → |
| 956 | CAPITAL PRESERVATION PARTNERS INC. | 126340 | 100% | $222.4M | $222.4M | 2026-03-31 | → |
| 957 | COLRAIN CAPITAL LLC | 118098 | 100% | $222.2M | $222.2M | 2026-03-31 | → |
| 958 | PHILLIP JAMES CONSULTING CO. | 168228 | 100% | $222.1M | $222.1M | 2026-03-31 | → |
| 959 | MANGAN WEALTH MANAGEMENT, INC. | 143863 | 100% | $222.0M | $222.0M | 2026-03-31 | → |
| 960 | CROSS BORDER WEALTH, LLC | 288330 | 100% | $221.9M | $221.9M | 2026-04-30 | → |
| 961 | VIA IV INVESTMENTS, LLC | 121992 | 100% | $221.8M | $221.8M | 2026-03-31 | → |
| 962 | AVANTRA FAMILY WEALTH, INC. | 288209 | 100% | $221.6M | $221.6M | 2026-06-30 | → |
| 963 | CARROLL INVESTORS, INC. | 311180 | 100% | $221.4M | $221.4M | 2026-03-31 | → |
| 964 | LYNX ADVISORY PARTNERS LLC | 326594 | 100% | $221.4M | $221.4M | 2026-02-28 | → |
| 965 | LYLE, ALLAN GLEN | 10603 | 100% | $221.2M | $221.2M | 2026-03-31 | → |
| 966 | PILLAR WEALTH MANAGEMENT, LLC | 147837 | 100% | $221.1M | $221.1M | 2025-03-31 | → |
| 967 | PARA WEALTH ADVISORS, INC. | 322683 | 100% | $221.0M | $221.0M | 2026-04-30 | → |
| 968 | KROON & MITCHELL ASSET MANAGEMENT LLC | 168120 | 100% | $220.9M | $220.9M | 2026-03-31 | → |
| 969 | EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC | 145420 | 100% | $220.9M | $220.9M | 2026-03-31 | → |
| 970 | MCCARTNEY WEALTH MANAGEMENT LLC | 154722 | 100% | $220.7M | $220.7M | 2026-03-31 | → |
| 971 | INTRINSIC VALUE PARTNERS, LLC | 165214 | 100% | $220.6M | $220.6M | 2026-03-31 | → |
| 972 | HUGHES WARREN, INC. | 145570 | 100% | $220.5M | $220.5M | 2026-02-28 | → |
| 973 | GREAT GABLE ADVISORS, LLC | 297501 | 100% | $220.5M | $220.5M | 2026-03-31 | → |
| 974 | BLVD PRIVATE WEALTH, LLC | 310682 | 100% | $220.4M | $220.4M | 2026-02-28 | → |
| 975 | ASSET MANAGEMENT STRATEGIES, INC. | 135173 | 100% | $220.2M | $220.2M | 2026-03-31 | → |
| 976 | TERRA NOVA ASSET MANAGEMENT LLC | 111676 | 100% | $220.2M | $220.2M | 2026-05-31 | → |
| 977 | CORNERSTONE ENTERPRISES, LLC | 324255 | 100% | $220.2M | $220.2M | 2026-02-28 | → |
| 978 | STRATEGIC SWISS ADVISORS AG | 169335 | 100% | $220.0M | $220.0M | 2026-03-31 | → |
| 979 | CLARK MONROE BLACKMAN L.L.C. | 139757 | 100% | $219.9M | $219.9M | 2026-04-30 | → |
| 980 | FOUR QUADRANT WEALTH ADVISORS, INC. | 130753 | 100% | $219.0M | $219.0M | 2026-02-28 | → |
| 981 | CLEROU ROMAIN PIERRE WALSH | 111081 | 100% | $218.9M | $218.9M | 2026-03-31 | → |
| 982 | CHRISTIAN INVESTMENT ADVISORS, INC. | 165811 | 100% | $218.7M | $218.7M | 2026-03-31 | → |
| 983 | CAPITAL CONSULTING & ASSET MANAGEMENT, INC. | 41438 | 100% | $218.7M | $218.7M | 2026-03-31 | → |
| 984 | STRATEGIC PLANNING GROUP, INC. | 124855 | 100% | $218.6M | $218.6M | 2026-03-31 | → |
| 985 | ALPHA FINANCIAL ADVISORS, LLC | 116291 | 100% | $218.3M | $218.3M | 2026-02-28 | → |
| 986 | HIGHPASS ASSET MANAGEMENT LLC | 159535 | 100% | $218.2M | $218.2M | 2026-05-31 | → |
| 987 | MANUKA FINANCIAL, LLC | 313528 | 100% | $218.1M | $218.1M | 2026-02-28 | → |
| 988 | ALLSTREET CAPITAL LLC | 283564 | 100% | $218.0M | $218.0M | 2026-02-28 | → |
| 989 | MADDEN FUNDS MANAGEMENT LTD. | 110309 | 100% | $217.9M | $217.9M | 2026-02-28 | → |
| 990 | DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA | 112079 | 100% | $217.8M | $217.8M | 2026-03-31 | → |
| 991 | ENSPYRE WEALTH ADVISORS, INC. | 300992 | 100% | $217.7M | $217.7M | 2026-03-31 | → |
| 992 | PARKER FINANCIAL ADVISORS LLC | 305188 | 100% | $217.6M | $217.6M | 2026-03-31 | → |
| 993 | CALLAHAN CAPITAL MANAGEMENT INC | 110568 | 100% | $217.5M | $217.5M | 2026-03-31 | → |
| 994 | SHERIDAN CAPITAL MANAGEMENT, LLC | 156705 | 100% | $217.2M | $217.2M | 2026-03-31 | → |
| 995 | PALADIN WEALTH, LLC | 288387 | 100% | $216.9M | $216.9M | 2026-06-30 | → |
| 996 | STRATEGIC RETIREMENT ADVISORS, LLC | 142887 | 100% | $216.9M | $216.9M | 2026-06-30 | → |
| 997 | LIFETIME WEALTH MANAGEMENT P.C. | 145492 | 100% | $216.9M | $216.9M | 2026-03-31 | → |
| 998 | ETRE LLC | 121355 | 100% | $216.8M | $216.8M | 2026-03-31 | → |
| 999 | FFG RETIREMENT ADVISORS LLC | 308305 | 100% | $216.5M | $216.5M | 2026-02-28 | → |
| 1000 | AEGIS WEALTH MANAGEMENT, INC. | 301990 | 100% | $216.5M | $216.5M | 2026-06-30 | → |
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