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 | |
|---|---|---|---|---|---|---|---|
| 801 | DAVIS CAPITAL MANAGEMENT LLC | 149014 | 100% | $259.0M | $259.0M | 2026-03-31 | → |
| 802 | SIMPLEX WEALTH MANAGEMENT, LLC | 170265 | 100% | $258.9M | $258.9M | 2025-02-28 | → |
| 803 | REVEL WEALTH MANAGEMENT, LLC | 340306 | 100% | $258.9M | $258.9M | 2026-06-30 | → |
| 804 | NORTHERN LIGHTS ADVISORS, INC | 167824 | 100% | $258.9M | $258.9M | 2026-03-31 | → |
| 805 | FINANCIAL INSTITUTION SERVICES, LLC | 145269 | 100% | $258.7M | $258.7M | 2026-04-30 | → |
| 806 | AFT, FORSYTH AND COMPANY, INC. | 137404 | 100% | $258.6M | $258.6M | 2026-05-31 | → |
| 807 | KAMICHU WEALTH MANAGEMENT LLC | 295412 | 100% | $258.1M | $258.1M | 2026-03-31 | → |
| 808 | SCHAEFFER FINANCIAL LLC | 133697 | 100% | $257.7M | $257.7M | 2026-03-31 | → |
| 809 | 103 ADVISORY GROUP LLC | 314694 | 100% | $257.2M | $257.2M | 2026-01-31 | → |
| 810 | DOGWOOD WEALTH MANAGEMENT, LLC | 317580 | 100% | $257.2M | $257.2M | 2026-03-31 | → |
| 811 | W&S BROKERAGE SERVICES, INC. | 8099 | 100% | $257.2M | $257.2M | 2026-03-31 | → |
| 812 | TEXAS FAMILY WEALTH, LLC | 327332 | 100% | $257.0M | $257.0M | 2026-03-31 | → |
| 813 | RD LEWIS HOLDINGS, INC. | 156073 | 100% | $256.8M | $256.8M | 2026-06-30 | → |
| 814 | STONE PINE FINANCIAL PARTNERS, LLC | 175287 | 100% | $256.8M | $256.8M | 2026-04-30 | → |
| 815 | VIENNA ASSET MANAGEMENT LLC | 299725 | 100% | $256.5M | $256.5M | 2026-04-30 | → |
| 816 | THE H GROUP WASHINGTON, INC. | 300464 | 100% | $256.5M | $256.5M | 2025-03-31 | → |
| 817 | ESTATE & TRUST ADVISORS, INC. | 123802 | 100% | $256.5M | $256.5M | 2026-03-31 | → |
| 818 | CASILIO LEITCH INVESTMENTS, LLC | 173152 | 100% | $256.0M | $256.0M | 2026-02-28 | → |
| 819 | CERTIS CAPITAL MANAGEMENT, INC. | 144290 | 100% | $255.9M | $255.9M | 2026-03-31 | → |
| 820 | MUIRFIELD WEALTH ADVISORS LLC | 316071 | 100% | $255.8M | $255.8M | 2026-01-31 | → |
| 821 | RELEVE FINANCIAL GROUP, LLC | 285243 | 100% | $255.6M | $255.6M | 2026-06-30 | → |
| 822 | SOUND INVESTMENT MANAGEMENT INC | 107438 | 100% | $255.5M | $255.5M | 2026-04-30 | → |
| 823 | SECURED RETIREMENT ADVISORS, LLC | 144239 | 100% | $255.1M | $255.1M | 2026-02-28 | → |
| 824 | GRANT PRIVATE WEALTH MANAGEMENT, INC. | 292917 | 100% | $255.0M | $255.0M | 2026-06-30 | → |
| 825 | MODERN CAPITAL ADVISORS, LLC | 131117 | 100% | $254.8M | $254.8M | 2026-04-30 | → |
| 826 | CAP PARTNERS, LLC | 144779 | 100% | $254.7M | $254.7M | 2026-01-31 | → |
| 827 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | 289142 | 100% | $254.4M | $254.4M | 2026-03-31 | → |
| 828 | ALPHA ANALYTICS INVESTMENT GROUP LLC | 109844 | 100% | $253.4M | $253.4M | 2026-03-31 | → |
| 829 | ENTELECHY LLC | 285776 | 100% | $253.3M | $253.3M | 2026-02-28 | → |
| 830 | TRANSCEND ADVISOR GROUP, LLC | 311746 | 100% | $253.2M | $253.2M | 2026-03-31 | → |
| 831 | PATRICK M. SWEENEY & ASSOCIATES, INC | 112802 | 100% | $252.5M | $252.5M | 2026-03-31 | → |
| 832 | BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC | 296931 | 100% | $252.0M | $252.0M | 2026-02-28 | → |
| 833 | HMM GROUP LLC | 289044 | 100% | $251.0M | $251.0M | 2026-01-31 | → |
| 834 | WEALTHMD CORPORATION | 140498 | 100% | $250.5M | $250.5M | 2026-03-31 | → |
| 835 | MOKAN WEALTH MANAGEMENT INC | 328005 | 100% | $250.3M | $250.3M | 2026-01-31 | → |
| 836 | JOURNEY BEYOND WEALTH, LLC | 290367 | 100% | $250.3M | $250.3M | 2026-02-28 | → |
| 837 | THE EHRLICH GROUP LLC | 325595 | 100% | $250.1M | $250.1M | 2026-01-31 | → |
| 838 | ALTURA WEALTH ADVISORS INC. | 309501 | 100% | $250.1M | $250.1M | 2026-03-31 | → |
| 839 | SWISS USADVISORS LTD. | 158706 | 100% | $250.0M | $250.0M | 2026-02-28 | → |
| 840 | DEAN WEALTH PARTNERS, LLC | 298237 | 100% | $249.8M | $249.8M | 2026-02-28 | → |
| 841 | VANDALIA WEALTH MANAGEMENT INCORPORATED | 340089 | 100% | $249.6M | $249.6M | 2026-06-30 | → |
| 842 | PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC | 155306 | 100% | $249.5M | $249.5M | 2026-01-31 | → |
| 843 | CALABASAS ADVISORY GROUP, LLC | 288224 | 100% | $249.5M | $249.5M | 2026-02-28 | → |
| 844 | NORTHILL AIMS, LLC | 339338 | 100% | $249.5M | $249.5M | 2026-05-31 | → |
| 845 | EMERGENT WEALTH ADVISORS, LLC | 174845 | 100% | $249.1M | $249.1M | 2026-01-31 | → |
| 846 | MICHAEL BRADY & CO., LLC | 130093 | 100% | $248.6M | $248.6M | 2026-02-28 | → |
| 847 | THE CLIFFORD GROUP LLC | 318897 | 100% | $248.3M | $248.3M | 2026-04-30 | → |
| 848 | ATWATER WEALTH MANAGEMENT, INC. | 172749 | 100% | $248.2M | $248.2M | 2026-03-31 | → |
| 849 | NOVA WEALTH MANAGEMENT, INC. | 169450 | 100% | $247.5M | $247.5M | 2026-03-31 | → |
| 850 | KRAL FINANCIAL ADVISORS, LLC | 138959 | 100% | $247.4M | $247.4M | 2026-03-31 | → |
| 851 | BPP WEALTH SOLUTIONS, LLC | 166962 | 100% | $247.3M | $247.3M | 2026-03-31 | → |
| 852 | AGP FRANKLIN, LLC | 331699 | 100% | $247.1M | $247.1M | 2026-04-30 | → |
| 853 | LIBERTY PRIVATE CLIENT, LLC | 305130 | 100% | $246.9M | $246.9M | 2025-03-31 | → |
| 854 | LIGHTHOUSE WEALTH MANAGEMENT, LLC | 307529 | 100% | $246.8M | $246.8M | 2026-03-31 | → |
| 855 | FOREFRONT WEALTH MANAGEMENT INC. | 299003 | 100% | $246.4M | $246.4M | 2025-02-28 | → |
| 856 | TACONIC ADVISORS INC. | 123961 | 100% | $246.3M | $246.3M | 2026-03-31 | → |
| 857 | NEW ENGLAND FINANCIAL PLANNING GROUP, LLC | 105254 | 100% | $246.1M | $246.1M | 2026-03-31 | → |
| 858 | DES MOINES INVESTMENTS, LLC | 146322 | 100% | $246.0M | $246.0M | 2026-06-30 | → |
| 859 | INSIGHT INV LLC | 172511 | 100% | $245.7M | $245.7M | 2026-03-31 | → |
| 860 | TORO WEST CAPITAL ADVISORS, LLC | 331265 | 100% | $245.7M | $245.7M | 2026-04-30 | → |
| 861 | OPTIMIST RETIREMENT GROUP, LLC | 119086 | 100% | $245.3M | $245.3M | 2026-03-31 | → |
| 862 | W ADVISORS LLC | 168452 | 100% | $244.9M | $244.9M | 2026-03-31 | → |
| 863 | CLEAR RIDGE WEALTH MANAGEMENT, LLC | 172689 | 100% | $244.6M | $244.6M | 2026-03-31 | → |
| 864 | CFO CAPITAL MANAGEMENT, LLC | 110950 | 100% | $243.9M | $243.9M | 2026-03-31 | → |
| 865 | ABUNDANT WEALTH MANAGEMENT LLC | 331285 | 100% | $243.8M | $243.8M | 2026-04-30 | → |
| 866 | RINALDI WEALTH MANAGEMENT, INC. | 311583 | 100% | $243.2M | $243.2M | 2026-02-28 | → |
| 867 | CAPSTONE WEALTH MANAGEMENT GROUP, INC. | 340135 | 100% | $243.0M | $243.0M | 2026-06-30 | → |
| 868 | J. P. DAVIS, INC. | 289548 | 100% | $242.0M | $242.0M | 2026-02-28 | → |
| 869 | SANCHEZ & ZURES, LLC | 139898 | 100% | $241.9M | $241.9M | 2026-03-31 | → |
| 870 | ROBBINS FINANCIAL ADVISORY SERVICE INC | 106088 | 100% | $241.7M | $241.7M | 2026-03-31 | → |
| 871 | TRUE MEASURE WEALTH MANAGEMENT | 116265 | 100% | $241.5M | $241.5M | 2026-03-31 | → |
| 872 | PRISM PLANNING PARTNERS, LLC | 290485 | 100% | $241.5M | $241.5M | 2026-03-31 | → |
| 873 | WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. | 109576 | 100% | $241.5M | $241.5M | 2026-03-31 | → |
| 874 | VVR HOLDINGS LLC | 334343 | 100% | $241.1M | $241.1M | 2026-02-28 | → |
| 875 | BAYNTREE WEALTH ADVISORS, LLC | 226708 | 100% | $241.1M | $241.1M | 2026-04-30 | → |
| 876 | ASSURED RETIREMENT FINANCIAL GROUP, INC. | 179516 | 100% | $241.0M | $241.0M | 2026-03-31 | → |
| 877 | THE KIECKHEFER GROUP LLC | 331128 | 100% | $240.8M | $240.8M | 2026-01-31 | → |
| 878 | BURRUS FINANCIAL SERVICES, INC. | 141435 | 100% | $240.7M | $240.7M | 2026-03-31 | → |
| 879 | CHRISTINE MESSMER, P.C. | 121202 | 100% | $240.6M | $240.6M | 2026-01-31 | → |
| 880 | KANE INVESTMENT MANAGEMENT, INC. | 127337 | 100% | $240.5M | $240.5M | 2026-03-31 | → |
| 881 | INTERACTIVE FINANCIAL ADVISORS, INC. | 125117 | 100% | $240.4M | $240.4M | 2026-03-31 | → |
| 882 | KAIYO WEALTH LLC | 316431 | 100% | $240.1M | $240.1M | 2026-04-30 | → |
| 883 | IFS GROUP, LLC | 328774 | 100% | $240.0M | $240.0M | 2026-02-28 | → |
| 884 | SWP FINANCIAL LLC | 327885 | 100% | $239.4M | $239.4M | 2026-04-30 | → |
| 885 | BRIAN LOW FINANCIAL GROUP, LLC | 306346 | 100% | $239.3M | $239.3M | 2026-03-31 | → |
| 886 | DRIVEN INVESTMENTS LLC | 310095 | 100% | $239.2M | $239.2M | 2026-03-31 | → |
| 887 | ROLEK WEALTH MANAGEMENT LLC | 285351 | 100% | $239.2M | $239.2M | 2026-02-28 | → |
| 888 | ORCAM FINANCIAL GROUP, LLC | 164874 | 100% | $238.9M | $238.9M | 2026-03-31 | → |
| 889 | MOSAIC WEALTH MANAGEMENT, L.L.C. | 142793 | 100% | $238.8M | $238.8M | 2026-01-31 | → |
| 890 | TOTAL WEALTH PLANNING AND MANAGEMENT, INC. | 166664 | 100% | $238.8M | $238.8M | 2026-04-30 | → |
| 891 | ACUTE INVESTMENT ADVISORY, LLC | 170368 | 100% | $238.4M | $238.4M | 2026-02-28 | → |
| 892 | PF ADVISORS, LLC | 277156 | 100% | $238.4M | $238.4M | 2026-03-31 | → |
| 893 | SECTOR ANALYSTS LLC | 169789 | 100% | $238.2M | $238.2M | 2026-03-31 | → |
| 894 | ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | 157714 | 100% | $238.1M | $238.1M | 2026-04-30 | → |
| 895 | KELLEY INVESTMENTS, LLC | 119099 | 100% | $238.0M | $238.0M | 2026-02-28 | → |
| 896 | QUEST 10 WEALTH BUILDERS, INC. | 154092 | 100% | $237.7M | $237.7M | 2026-06-30 | → |
| 897 | CARLSBAD WEALTH ADVISORY GROUP, INC. | 146587 | 100% | $237.6M | $237.6M | 2026-03-31 | → |
| 898 | EVEREST WEALTH MANAGEMENT, LLC | 133823 | 100% | $237.4M | $237.4M | 2026-02-28 | → |
| 899 | PENTO PORTFOLIO STRATEGIES, LLC | 159217 | 100% | $237.3M | $237.3M | 2026-05-31 | → |
| 900 | ELDERADO FINANCIAL, INC | 112908 | 100% | $237.2M | $237.2M | 2026-02-28 | → |
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