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 | |
|---|---|---|---|---|---|---|---|
| 601 | THE NESTEGG GROUP, INC. | 118419 | 100% | $331.0M | $331.0M | 2026-03-31 | → |
| 602 | SIGNATURE EQUITY PARTNERS, LLC | 327455 | 100% | $330.6M | $330.6M | 2026-03-31 | → |
| 603 | DUSTIN BLODGETT INSIGHT CAPITAL, LLC | 314558 | 100% | $330.5M | $330.5M | 2026-02-28 | → |
| 604 | MAI, INC. | 107337 | 100% | $329.7M | $329.7M | 2026-03-31 | → |
| 605 | DEPENDABLE ALTERNATIVE INVESTMENTS, LLC | 300332 | 100% | $329.6M | $329.6M | 2026-01-31 | → |
| 606 | N.V.N.G. INVESTMENTS, INC. | 107446 | 100% | $329.5M | $329.5M | 2026-01-31 | → |
| 607 | BALLAST CAPITAL ADVISORS LLC | 282369 | 100% | $328.7M | $328.7M | 2026-03-31 | → |
| 608 | OMC FINANCIAL SERVICES LTD | 110528 | 100% | $328.5M | $328.5M | 2026-03-31 | → |
| 609 | WEITZEL FINANCIAL SERVICES, INC. | 27346 | 100% | $327.8M | $327.8M | 2026-06-30 | → |
| 610 | CONCORD INVESTMENT COUNSEL | 107901 | 100% | $327.5M | $327.5M | 2025-06-30 | → |
| 611 | LATKO WEALTH MANAGEMENT, LTD. | 282423 | 100% | $327.2M | $327.2M | 2026-01-31 | → |
| 612 | POINTONE FAMILY OFFICE, LLC | 338563 | 100% | $327.1M | $327.1M | 2026-04-30 | → |
| 613 | FINANCIALLY IN TUNE, LLC | 156200 | 100% | $326.2M | $326.2M | 2026-02-28 | → |
| 614 | PACK PRIVATE WEALTH, LLC | 310523 | 100% | $326.2M | $326.2M | 2026-03-31 | → |
| 615 | DHH ADVISORS, LLC | 169687 | 100% | $324.3M | $324.3M | 2026-03-31 | → |
| 616 | BROWN FINANCIAL ADVISORS, LLC | 147056 | 100% | $323.3M | $323.3M | 2026-04-30 | → |
| 617 | NEXT LEVEL WEALTH PLANNING, LLC | 327644 | 100% | $322.7M | $322.7M | 2026-03-31 | → |
| 618 | LIVET WEALTH, LLC | 337826 | 100% | $322.2M | $322.2M | 2026-04-30 | → |
| 619 | INTEGRATED FINANCIAL STRATEGIES, LLC | 165007 | 100% | $322.0M | $322.0M | 2026-06-30 | → |
| 620 | B.B. GRAHAM & COMPANY, INC. | 41533 | 100% | $321.7M | $321.7M | 2026-03-31 | → |
| 621 | HF ADVISORY GROUP, LLC | 309051 | 100% | $321.5M | $321.5M | 2026-03-31 | → |
| 622 | ASSET PRESERVATION GROUP INC | 108150 | 100% | $321.2M | $321.2M | 2026-03-31 | → |
| 623 | MEADOWBROOK ADVISORS GROUP, LLC | 337223 | 100% | $321.0M | $321.0M | 2026-03-31 | → |
| 624 | HW CAPITAL LLC | 298731 | 100% | $321.0M | $321.0M | 2026-03-31 | → |
| 625 | THEORY FINANCIAL LLC | 304084 | 100% | $319.2M | $319.2M | 2026-03-31 | → |
| 626 | VALUEWEALTH SERVICES, LLC | 304049 | 100% | $319.0M | $319.0M | 2026-06-30 | → |
| 627 | ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC | 312253 | 100% | $318.9M | $318.9M | 2026-06-30 | → |
| 628 | BREEN WEALTH MANAGEMENT, LLC | 286513 | 100% | $318.8M | $318.8M | 2026-02-28 | → |
| 629 | OPENAIR FINANCIAL, LLC | 300362 | 100% | $318.0M | $318.0M | 2026-06-30 | → |
| 630 | LEGACY FINANCIAL ADVISORS CORPORATION | 115384 | 100% | $317.7M | $317.7M | 2026-02-28 | → |
| 631 | WEALTH PRO ADVISORS, INC. | 169266 | 100% | $317.5M | $317.5M | 2026-03-31 | → |
| 632 | VISTAMARK INVESTMENTS LLC | 335309 | 100% | $317.2M | $317.2M | 2026-05-31 | → |
| 633 | FIRST FINANCIAL GROUP CORPORATION | 134006 | 100% | $317.0M | $317.0M | 2026-05-31 | → |
| 634 | WEALTHCOLLAB LLC | 269840 | 100% | $316.2M | $316.2M | 2026-03-31 | → |
| 635 | GIBERT WEALTH MANAGEMENT, LLC | 341458 | 100% | $316.0M | $316.0M | 2026-06-30 | → |
| 636 | HFP WEALTH MANAGEMENT, LLC | 131525 | 100% | $315.1M | $315.1M | 2025-02-28 | → |
| 637 | BONNER & SMITH, LLC | 114287 | 100% | $314.8M | $314.8M | 2026-03-31 | → |
| 638 | THE FAUSER GROUP, LLC | 282351 | 100% | $314.5M | $314.5M | 2026-04-30 | → |
| 639 | CERTIFIED TAX SERVICE, INC. | 110960 | 100% | $313.9M | $313.9M | 2025-12-31 | → |
| 640 | BRADY FAMILY WEALTH, LLC | 315635 | 100% | $312.7M | $312.7M | 2026-03-31 | → |
| 641 | FSR WEALTH MANAGEMENT, LTD. | 166746 | 100% | $312.7M | $312.7M | 2026-05-31 | → |
| 642 | TWO POINT CAPITAL MANAGEMENT, INC. | 131816 | 100% | $310.5M | $310.5M | 2026-03-31 | → |
| 643 | PTM WEALTH MANAGEMENT, LLC | 308944 | 100% | $310.2M | $310.2M | 2026-03-31 | → |
| 644 | H. C. DENISON CO. | 1628 | 100% | $310.0M | $310.0M | 2026-03-31 | → |
| 645 | FINIVI INC. | 292329 | 100% | $308.4M | $308.4M | 2026-06-30 | → |
| 646 | BEACON WEALTHCARE LLC | 312556 | 100% | $308.3M | $308.3M | 2026-01-31 | → |
| 647 | YIM INVESTMENT MANAGEMENT, LLC | 136984 | 100% | $307.8M | $307.8M | 2026-03-31 | → |
| 648 | MARATHON WEALTH ADVISORS, LLC | 338006 | 100% | $307.8M | $307.8M | 2026-03-31 | → |
| 649 | GENERATIONS WEALTH, LLC | 173352 | 100% | $307.8M | $307.8M | 2026-03-31 | → |
| 650 | HOLLAND ADVISORY SERVICES, INC. | 136302 | 100% | $307.7M | $307.7M | 2026-02-28 | → |
| 651 | COMMONS CAPITAL, LLC | 165738 | 100% | $307.4M | $307.4M | 2026-04-30 | → |
| 652 | COPLEY INVESTMENT MANAGEMENT, LLC | 118014 | 100% | $307.3M | $307.3M | 2026-03-31 | → |
| 653 | GFG WEALTH, LLC | 331977 | 100% | $306.6M | $306.6M | 2026-06-30 | → |
| 654 | MCALLISTER CAPITAL MANAGEMENT CORPORATION | 115613 | 100% | $306.2M | $306.2M | 2026-01-31 | → |
| 655 | LWEALTH, LLC | 152253 | 100% | $305.5M | $305.5M | 2026-04-30 | → |
| 656 | ROCKWALL WEALTH MANAGEMENT INC | 339856 | 100% | $305.5M | $305.5M | 2026-06-30 | → |
| 657 | BROADVIEW WEALTH PARTNERS, LLC | 335028 | 100% | $304.7M | $304.7M | 2026-03-31 | → |
| 658 | FUTURE FINANCES INC | 105190 | 100% | $304.6M | $304.6M | 2026-04-30 | → |
| 659 | HERGENROEDER FINANCIAL ADVISORS, INC. | 121278 | 100% | $304.5M | $304.5M | 2026-02-28 | → |
| 660 | VESTMENT FINANCIAL LLC | 168771 | 100% | $304.3M | $304.3M | 2026-06-30 | → |
| 661 | WISE WEALTH, LLC | 143421 | 100% | $304.2M | $304.2M | 2025-08-31 | → |
| 662 | PROVIDER FINANCIAL, INC. | 168964 | 100% | $304.0M | $304.0M | 2026-02-28 | → |
| 663 | THRIVE RETIREMENT SPECIALISTS L.L.C. | 310289 | 100% | $303.9M | $303.9M | 2026-03-31 | → |
| 664 | CAMPBELL CAPITAL MANAGEMENT INC | 106130 | 100% | $303.3M | $303.3M | 2026-03-31 | → |
| 665 | CLIENTFIRST WEALTH MANAGEMENT, LLC | 120286 | 100% | $302.8M | $302.8M | 2026-05-31 | → |
| 666 | ALBANYADVISOR GROUP LLC | 316226 | 100% | $302.8M | $302.8M | 2026-02-28 | → |
| 667 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | 226545 | 100% | $302.5M | $302.5M | 2026-01-31 | → |
| 668 | SENESCHAL ADVISORS, LLC | 131618 | 100% | $301.3M | $301.3M | 2026-03-31 | → |
| 669 | KINLOCH CAPITAL, LLC | 300735 | 100% | $301.1M | $301.1M | 2026-03-31 | → |
| 670 | RETIRABLE INC. | 307472 | 100% | $301.0M | $301.0M | 2026-03-31 | → |
| 671 | PHILIP O. JOHNSON & COMPANY, LTD. | 104621 | 100% | $301.0M | $301.0M | 2026-03-31 | → |
| 672 | RESOLUTE CAPITAL, LLC | 304558 | 100% | $300.8M | $300.8M | 2026-06-30 | → |
| 673 | CAPITAL WEALTH ALLIANCE, LLC | 298257 | 100% | $300.3M | $300.3M | 2026-03-31 | → |
| 674 | DAVID KENNON INCORPORATED | 301130 | 100% | $300.0M | $300.0M | 2026-03-31 | → |
| 675 | CAPITAL WEST PARTNERS, LLC | 130762 | 100% | $300.0M | $300.0M | 2026-01-31 | → |
| 676 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | 109265 | 100% | $299.2M | $299.2M | 2025-02-28 | → |
| 677 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | 159811 | 100% | $299.1M | $299.1M | 2026-04-30 | → |
| 678 | PHYSICIAN WEALTH SOLUTIONS INC. | 151570 | 100% | $298.9M | $298.9M | 2026-02-28 | → |
| 679 | AQUA ADVISORS LLC | 285399 | 100% | $298.8M | $298.8M | 2026-03-31 | → |
| 680 | INTERWEALTH MANAGEMENT, LLC | 155597 | 100% | $298.0M | $298.0M | 2026-05-31 | → |
| 681 | INNOVATIVE ASSET ADVISORS GROUP, LLC | 336773 | 100% | $297.9M | $297.9M | 2026-03-31 | → |
| 682 | WRENNE FINANCIAL PLANNING LLC | 173029 | 100% | $297.9M | $297.9M | 2026-05-31 | → |
| 683 | KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES | 150458 | 100% | $297.0M | $297.0M | 2026-03-31 | → |
| 684 | BEACON FINANCIAL ADVISORS LTD | 106164 | 100% | $296.9M | $296.9M | 2026-06-30 | → |
| 685 | MATTERS CAPITAL LLC | 333776 | 100% | $296.8M | $296.8M | 2026-06-30 | → |
| 686 | LETSON INVESTMENT MANAGEMENT, INC. | 125830 | 100% | $296.3M | $296.3M | 2026-03-31 | → |
| 687 | ORCHID ADVISORY, LLC | 327750 | 100% | $295.7M | $295.7M | 2026-06-30 | → |
| 688 | PILGRIMS CAPITAL ADVISORS, INC. | 121348 | 100% | $294.9M | $294.9M | 2026-03-31 | → |
| 689 | ESTATE MANAGEMENT COUNSELORS,LLC | 126624 | 100% | $294.3M | $294.3M | 2026-03-31 | → |
| 690 | CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. | 116556 | 100% | $294.3M | $294.3M | 2026-03-31 | → |
| 691 | TRADEMARK FINANCIAL MANAGEMENT, LLC | 116543 | 100% | $293.4M | $293.4M | 2026-03-31 | → |
| 692 | PELKONEN AND ASSOCIATES LLC | 305933 | 100% | $293.3M | $293.3M | 2026-03-31 | → |
| 693 | MFA WEALTH SERVICES | 169013 | 100% | $293.1M | $293.1M | 2026-01-31 | → |
| 694 | CASSADY WEALTH & RETIREMENT PLANNING L.L.C. | 309710 | 100% | $292.1M | $292.1M | 2026-05-31 | → |
| 695 | SEMPOLINSKI, WILLIAM JOHN | 338120 | 100% | $292.0M | $292.0M | 2026-01-31 | → |
| 696 | LONG ISLAND WEALTH MANAGEMENT, INC. | 173363 | 100% | $291.7M | $291.7M | 2026-04-30 | → |
| 697 | UNIONVIEW, LLC | 304462 | 100% | $291.5M | $291.5M | 2025-01-31 | → |
| 698 | MILLINGTON FINANCIAL ADVISORS, LLC | 156315 | 100% | $291.4M | $291.4M | 2026-03-31 | → |
| 699 | THE ELLERSON GROUP INC | 106658 | 100% | $291.2M | $291.2M | 2026-03-31 | → |
| 700 | EPIQ PARTNERS, LLC | 165139 | 100% | $290.9M | $290.9M | 2026-05-31 | → |
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