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 | |
|---|---|---|---|---|---|---|---|
| 201 | MAXIMAI INVESTMENT PARTNERS, LLC | 284919 | 100% | $695.8M | $695.8M | 2026-03-31 | → |
| 202 | DREAM CAPITAL ADVISORS, LLC | 142788 | 100% | $695.3M | $695.3M | 2026-03-31 | → |
| 203 | WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. | 226535 | 100% | $694.3M | $694.3M | 2026-03-31 | → |
| 204 | BONNIE WUSZ & ASSOCIATES, INC. | 116471 | 100% | $692.8M | $692.8M | 2026-01-31 | → |
| 205 | VERECAN CAPITAL MANAGEMENT INC. | 336801 | 100% | $692.7M | $692.7M | 2026-03-31 | → |
| 206 | PLAN GROUP FINANCIAL, INC. | 116508 | 100% | $690.3M | $690.3M | 2026-04-30 | → |
| 207 | ANCHYRA PARTNERS LLC | 335467 | 100% | $689.2M | $689.2M | 2026-03-31 | → |
| 208 | MA PRIVATE WEALTH, LLC | 291366 | 100% | $686.0M | $686.0M | 2026-04-30 | → |
| 209 | NORTHERN FINANCIAL ADVISORS, INC. | 121088 | 100% | $684.0M | $684.0M | 2026-01-31 | → |
| 210 | EAGLE BAY ADVISORS LLC | 281675 | 100% | $680.8M | $680.8M | 2026-04-30 | → |
| 211 | SIGNAL SECURITIES, INC. | 15916 | 100% | $679.1M | $679.1M | 2026-03-31 | → |
| 212 | PENINSULA WEALTH, LLC | 152436 | 100% | $676.4M | $676.4M | 2025-03-31 | → |
| 213 | HARVEST FINANCIAL ADVISORS, LLC | 145552 | 100% | $671.0M | $671.0M | 2026-03-31 | → |
| 214 | PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. | 105052 | 100% | $671.0M | $671.0M | 2026-04-30 | → |
| 215 | HAVENSHARE FINANCIAL, LLC | 167236 | 100% | $670.5M | $670.5M | 2026-04-30 | → |
| 216 | PRESTIGE WEALTH MANAGEMENT GROUP, LLC | 127381 | 100% | $666.4M | $666.4M | 2026-03-31 | → |
| 217 | GITTERMAN WEALTH MANAGEMENT, LLC | 153062 | 100% | $666.1M | $666.1M | 2025-03-31 | → |
| 218 | BCWM, LLC. | 144748 | 100% | $665.2M | $665.2M | 2026-03-31 | → |
| 219 | GKB PARTNERS LLC | 298149 | 100% | $663.4M | $663.4M | 2026-03-31 | → |
| 220 | THE GENWEALTH GROUP, INC. | 154569 | 100% | $661.3M | $661.3M | 2026-03-31 | → |
| 221 | WILLIAMS & ASSOCIATES, INC. | 338196 | 100% | $661.1M | $661.1M | 2026-05-31 | → |
| 222 | NORTHSTAR ASSET MANAGEMENT COMPANY, LLC | 328279 | 100% | $659.8M | $659.8M | 2026-03-31 | → |
| 223 | ARBOR WEALTH ADVISORS LLC | 169570 | 100% | $657.7M | $657.7M | 2026-02-28 | → |
| 224 | INNOVATIVE WEALTH BUILDING LLC | 314942 | 100% | $657.2M | $657.2M | 2026-06-30 | → |
| 225 | MCGOWAN & CO LLP | 108736 | 100% | $655.6M | $655.6M | 2026-04-30 | → |
| 226 | RANGE ADVISORY, LLC | 321969 | 100% | $653.9M | $653.9M | 2026-03-31 | → |
| 227 | BCU WEALTH ADVISORS, LLC | 164173 | 100% | $653.6M | $653.6M | 2026-05-31 | → |
| 228 | WEBER ASSET MANAGEMENT, INC. | 106267 | 100% | $651.5M | $651.5M | 2026-03-31 | → |
| 229 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | 156452 | 100% | $647.6M | $647.6M | 2026-02-28 | → |
| 230 | KITCHING PARTNERS, LLC | 325042 | 100% | $645.9M | $645.9M | 2026-03-31 | → |
| 231 | CAMBRIDGE FINANCIAL GROUP, LLC | 117428 | 100% | $645.8M | $645.8M | 2026-04-30 | → |
| 232 | WOODWARD FINANCIAL ADVISORS, INC. | 150641 | 100% | $641.5M | $641.5M | 2026-04-30 | → |
| 233 | LIBRA WEALTH LLC | 288098 | 100% | $639.8M | $639.8M | 2026-03-31 | → |
| 234 | TCFG INVESTMENT ADVISORS, LLC | 166606 | 100% | $639.4M | $639.4M | 2026-04-30 | → |
| 235 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | 146220 | 100% | $636.8M | $636.8M | 2026-04-30 | → |
| 236 | WEST ADVISORS, INCORPORATED | 157236 | 100% | $636.7M | $636.7M | 2026-02-28 | → |
| 237 | NORTHWEST FINANCIAL SERVICES INC | 106805 | 100% | $634.9M | $634.9M | 2026-03-31 | → |
| 238 | CENTRAL VALLEY ADVISORS, LLC | 324974 | 100% | $633.7M | $633.7M | 2026-06-30 | → |
| 239 | CARLSON & COMPANY FINANCIAL SERVICES, LLC | 295907 | 100% | $632.2M | $632.2M | 2026-03-31 | → |
| 240 | PEAK RETIREMENT PLANNING, INC. | 317592 | 100% | $631.0M | $631.0M | 2026-05-31 | → |
| 241 | CENTRICA WEALTH MANAGEMENT, LLC | 335042 | 100% | $627.4M | $627.4M | 2026-02-28 | → |
| 242 | ARIADNE WEALTH MANAGEMENT, LP | 170999 | 100% | $627.3M | $627.3M | 2026-03-31 | → |
| 243 | FINANCIAL CONNECTIONS GROUP, INC. | 108906 | 100% | $624.6M | $624.6M | 2026-01-31 | → |
| 244 | RIVERVIEW CAPITAL ADVISERS LLC | 140377 | 100% | $624.1M | $624.1M | 2026-04-30 | → |
| 245 | AXIUS ADVISORS LLC | 330006 | 100% | $623.8M | $623.8M | 2026-03-31 | → |
| 246 | KELLY FINANCIAL SERVICES LLC | 291996 | 100% | $623.6M | $623.6M | 2026-03-31 | → |
| 247 | CLEAR WAVE WEALTH MANAGEMENT, LLC | 338582 | 100% | $617.0M | $617.0M | 2026-01-31 | → |
| 248 | FREEDOM DAY SOLUTIONS, LLC | 138962 | 100% | $615.3M | $615.3M | 2026-06-30 | → |
| 249 | DARWIN WEALTH MANAGEMENT, LLC | 166585 | 100% | $614.5M | $614.5M | 2026-03-31 | → |
| 250 | AUCTUS ADVISORS LLC | 289489 | 100% | $612.9M | $612.9M | 2026-05-31 | → |
| 251 | WEALTH WATCH ADVISORS, INC | 172002 | 100% | $612.4M | $612.4M | 2026-03-31 | → |
| 252 | HIGHMARK WEALTH MANAGEMENT LLC | 164790 | 100% | $611.7M | $611.7M | 2026-04-30 | → |
| 253 | FINANCIAL SECURITY MANAGEMENT, INC | 116570 | 100% | $611.5M | $611.5M | 2026-05-31 | → |
| 254 | FINANCIAL PLANS & STRATEGIES, INC. | 123793 | 100% | $610.6M | $610.6M | 2026-03-31 | → |
| 255 | WISE PLANNING, INC. | 123821 | 100% | $610.3M | $610.3M | 2026-02-28 | → |
| 256 | CENTRAL FAMILY ADVISORS, LLC | 283995 | 100% | $608.3M | $608.3M | 2026-03-31 | → |
| 257 | DRAKE & ASSOCIATES, LLC | 154854 | 100% | $607.3M | $607.3M | 2026-06-30 | → |
| 258 | DREXEL MORGAN & CO. | 151053 | 100% | $607.0M | $607.0M | 2026-03-31 | → |
| 259 | HERITAGE WEALTH MANAGEMENT INC. | 312545 | 100% | $604.7M | $604.7M | 2026-03-31 | → |
| 260 | MODUS ADVISORS, LLC | 291204 | 100% | $601.1M | $601.1M | 2026-02-28 | → |
| 261 | SAFEGUARD FINANCIAL, LLC | 306953 | 100% | $601.0M | $601.0M | 2025-03-31 | → |
| 262 | CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC | 154238 | 100% | $600.2M | $600.2M | 2026-03-31 | → |
| 263 | SEQUOIA WEALTH MANAGEMENT, LLC | 170543 | 100% | $599.6M | $599.6M | 2026-03-31 | → |
| 264 | THE JUNK INVESTMENT GROUP, LLC | 104619 | 100% | $595.0M | $595.0M | 2026-02-28 | → |
| 265 | OUTLOOK WEALTH ADVISORS, LLC | 291465 | 100% | $593.7M | $593.7M | 2026-03-31 | → |
| 266 | WEALTH PRESERVATION ADVISORS, LLC | 167518 | 100% | $591.6M | $591.6M | 2026-03-31 | → |
| 267 | HZ INVESTMENTS INC. | 312268 | 100% | $591.4M | $591.4M | 2026-02-28 | → |
| 268 | WALTER C. FLOWER & CO., INC | 110775 | 100% | $591.3M | $591.3M | 2026-02-28 | → |
| 269 | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | 316024 | 100% | $590.5M | $590.5M | 2026-01-31 | → |
| 270 | SEQUENT PLANNING, LLC | 160381 | 100% | $589.5M | $589.5M | 2026-05-31 | → |
| 271 | WP ADVISORS, LLC | 118268 | 100% | $588.9M | $588.9M | 2026-03-31 | → |
| 272 | O'KEEFE STEVENS ADVISORY, INC. | 286338 | 100% | $585.6M | $585.6M | 2026-01-31 | → |
| 273 | STEWART WEALTH MANAGEMENT, INC. | 143425 | 100% | $581.5M | $581.5M | 2026-03-31 | → |
| 274 | DEMPSEY LORD SMITH, LLC | 141238 | 100% | $580.5M | $580.5M | 2026-01-31 | → |
| 275 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 108156 | 100% | $577.7M | $577.7M | 2026-01-31 | → |
| 276 | SANDERS MORRIS LLC | 20580 | 100% | $576.1M | $576.1M | 2026-03-31 | → |
| 277 | REZNY WEALTH MANAGEMENT, INC. | 109638 | 100% | $576.0M | $576.0M | 2026-05-31 | → |
| 278 | FSA ADVISORS, INC. | 286251 | 100% | $573.4M | $573.4M | 2026-03-31 | → |
| 279 | FAMILY WMS, LLC | 126456 | 100% | $571.6M | $571.6M | 2026-02-28 | → |
| 280 | ACT WEALTH MANAGEMENT, LLC | 155131 | 100% | $568.8M | $568.8M | 2026-02-28 | → |
| 281 | DDFG, INC | 317862 | 100% | $567.8M | $567.8M | 2026-04-30 | → |
| 282 | BROOKLYN FI, LLC | 292115 | 100% | $563.1M | $563.1M | 2026-06-30 | → |
| 283 | ACORN WEALTH ADVISORS, LLC | 170462 | 100% | $561.4M | $561.4M | 2026-06-30 | → |
| 284 | ENDEAVOR ADVISORS, LLC | 324925 | 100% | $559.5M | $559.5M | 2026-04-30 | → |
| 285 | CAPITAL INVESTMENT MANAGEMENT, INC | 113917 | 100% | $558.9M | $558.9M | 2026-04-30 | → |
| 286 | WEALTH SCIENCE ADVISORS LLC | 321031 | 100% | $558.7M | $558.7M | 2026-03-31 | → |
| 287 | LIFE LINE WEALTH MANAGEMENT LLC | 171051 | 100% | $557.6M | $557.6M | 2026-03-31 | → |
| 288 | FINANCIAL HARVEST, LLC | 148271 | 100% | $557.4M | $557.4M | 2026-02-28 | → |
| 289 | CONSILIO WEALTH ADVISORS, LLC | 314466 | 100% | $555.8M | $555.8M | 2026-04-30 | → |
| 290 | KIMERY WEALTH MANAGEMENT, LLC | 288229 | 100% | $555.0M | $555.0M | 2026-03-31 | → |
| 291 | GLOBAL VIEW INVESTMENT ADVISORS, LLC | 145499 | 100% | $553.8M | $553.8M | 2026-02-28 | → |
| 292 | TOLSMA INVESTMENTS, LLC | 287941 | 100% | $552.7M | $552.7M | 2026-04-30 | → |
| 293 | NEXUS ONE FINANCIAL ADVISORS LLC | 336809 | 100% | $552.0M | $552.0M | 2026-06-30 | → |
| 294 | ALLIANCE WEALTH ADVISORS, LLC | 314668 | 100% | $552.0M | $552.0M | 2026-05-31 | → |
| 295 | THE PLANNING PROJECT LLC | 297658 | 100% | $551.4M | $551.4M | 2026-05-31 | → |
| 296 | LEGACY WEALTH ASSET MANAGEMENT, LLC | 306732 | 100% | $546.0M | $546.0M | 2026-03-31 | → |
| 297 | GOLDEN RESERVE RETIREMENT, LLC | 283588 | 100% | $544.3M | $544.3M | 2026-03-31 | → |
| 298 | AFFILIATED FINANCIAL ADVISORS INC | 108154 | 100% | $541.5M | $541.5M | 2026-02-28 | → |
| 299 | IMC ADVISORS, LLC | 111537 | 100% | $540.0M | $540.0M | 2026-03-31 | → |
| 300 | NCM CAPITAL MANAGEMENT, LLC | 151109 | 100% | $539.4M | $539.4M | 2026-03-31 | → |
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