Research Report · 2026-06-30
Registered Investment Advisers Reporting Financial Planning Services
SEC-registered investment advisers that report providing financial planning services, ranked by AUM.
Firms
1,000
Total AUM
$26.43T
Median AUM
$4.30B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 601 | ARVEST INVESTMENTS, INC. | 42057 | $3.44B | $3.44B | 238 | 2026-03-31 | → |
| 602 | MOORS & CABOT, INC. | 594 | $3.44B | $3.44B | 121 | 2025-09-30 | → |
| 603 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | $3.42B | $3.42B | 61 | 2026-05-31 | → |
| 604 | LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | $3.40B | $3.40B | 36 | 2026-05-31 | → |
| 605 | FRANK, RIMERMAN ADVISORS LLC | 124147 | $3.40B | $3.40B | 5 | 2026-03-31 | → |
| 606 | TRANSFORM WEALTH, LLC. | 283403 | $3.38B | $3.38B | 31 | 2025-03-31 | → |
| 607 | WESTFULLER ADVISORS, LLC | 155054 | $3.37B | $3.37B | 23 | 2026-03-31 | → |
| 608 | COLONY FAMILY OFFICES, LLC | 167017 | $3.36B | $3.36B | 16 | 2026-02-28 | → |
| 609 | NORTH STAR ASSET MANAGEMENT INC | 106489 | $3.35B | $3.35B | 19 | 2026-05-31 | → |
| 610 | STOKES FAMILY OFFICE LLC | 300899 | $3.35B | $3.35B | 14 | 2026-04-30 | → |
| 611 | SUMMITRY, LLC | 128586 | $3.35B | $3.35B | 46 | 2026-06-30 | → |
| 612 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 128591 | $3.31B | $3.31B | 28 | 2026-03-31 | → |
| 613 | CERTUITY, LLC | 129505 | $3.30B | $3.30B | 35 | 2026-04-30 | → |
| 614 | XML FINANCIAL, LLC | 284987 | $3.30B | $3.30B | 54 | 2026-06-30 | → |
| 615 | STRATEGIES WEALTH ADVISORS, LLC | 289913 | $3.29B | $3.29B | 31 | 2026-04-30 | → |
| 616 | RUBINBROWN ADVISORS LLC | 116909 | $3.27B | $3.27B | 23 | 2025-11-30 | → |
| 617 | PFG ADVISORS, LLC | 173344 | $3.26B | $3.26B | 112 | 2026-03-31 | → |
| 618 | BLB & B ADVISORS, LLC | 139096 | $3.26B | $3.26B | 32 | 2026-03-31 | → |
| 619 | MONOGRAPH WEALTH ADVISORS, LLC | 173949 | $3.25B | $3.25B | 20 | 2026-03-31 | → |
| 620 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | $3.24B | $3.24B | 36 | 2026-03-31 | → |
| 621 | GRYPHON WEALTH, LLC | 339969 | $3.24B | $3.24B | 22 | 2026-05-31 | → |
| 622 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | 159296 | $3.24B | $3.24B | 35 | 2026-05-31 | → |
| 623 | MEYER HANDELMAN COMPANY LLC | 107309 | $3.24B | $3.24B | 18 | 2026-03-31 | → |
| 624 | VISTA CAPITAL PARTNERS, INC. | 114913 | $3.22B | $3.22B | 35 | 2026-03-31 | → |
| 625 | CUMBERLAND ADVISORS, LLC | 107964 | $3.22B | $3.22B | 36 | 2026-02-28 | → |
| 626 | TRILOGY CAPITAL, INC. | 281597 | $3.21B | $3.21B | 74 | 2026-06-30 | → |
| 627 | EVENSKY & KATZ, LLC | 109698 | $3.21B | $3.21B | 44 | 2026-03-31 | → |
| 628 | M HOLDINGS SECURITIES, INC. | 43285 | $3.21B | $3.21B | 1,442 | 2026-03-31 | → |
| 629 | LEO WEALTH, LLC | 283891 | $3.21B | $3.21B | 40 | 2026-06-30 | → |
| 630 | PRINCIPLE WEALTH PARTNERS LLC | 290180 | $3.20B | $3.20B | 28 | 2026-06-30 | → |
| 631 | ROFFMAN MILLLER ASSOCIATES INC | 106019 | $3.20B | $3.20B | 15 | 2026-03-31 | → |
| 632 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | $3.20B | $3.20B | 66 | 2026-06-30 | → |
| 633 | BOGART WEALTH, LLC | 283886 | $3.19B | $3.19B | 50 | 2026-03-31 | → |
| 634 | LUTZ FINANCIAL SERVICES, LLC | 117273 | $3.19B | $3.19B | 22 | 2026-03-31 | → |
| 635 | GIRARD ADVISORY SERVICES, LLC | 39163 | $3.18B | $3.18B | 60 | 2026-03-31 | → |
| 636 | LION STREET ADVISORS, LLC | 167610 | $3.18B | $3.18B | 152 | 2025-04-30 | → |
| 637 | LCP INSTITUTIONAL, LLC | 325133 | $3.18B | $3.18B | 8 | 2026-03-31 | → |
| 638 | CSENGE ADVISORY GROUP, LLC | 131167 | $3.17B | $3.17B | 74 | 2026-03-31 | → |
| 639 | MIDLAND WEALTH ADVISORS, LLC | 324997 | $3.16B | $3.16B | 32 | 2026-04-30 | → |
| 640 | ON INVESTMENT MANAGEMENT CO | 105662 | $3.15B | $3.15B | 196 | 2026-04-30 | → |
| 641 | CYNDEO WEALTH PARTNERS, LLC | 307781 | $3.15B | $3.15B | 28 | 2026-06-30 | → |
| 642 | ADVISORNET FINANCIAL, INC. | 113074 | $3.15B | $3.15B | 131 | 2026-03-31 | → |
| 643 | SRH ADVISORS, LLC | 148479 | $3.15B | $3.15B | 9 | 2026-03-31 | → |
| 644 | SANTANDER SECURITIES LLC | 41791 | $3.14B | $3.14B | 449 | 2026-05-31 | → |
| 645 | EARNED WEALTH ADVISORS, LLC | 108052 | $3.11B | $3.11B | 35 | 2026-03-31 | → |
| 646 | BPS CAPITAL MANAGEMENT, INC. | 120006 | $3.10B | $3.10B | 5 | 2026-01-31 | → |
| 647 | WINTHROP ADVISORY GROUP, LLC | 288178 | $3.10B | $3.10B | 40 | 2026-06-30 | → |
| 648 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | $3.10B | $3.10B | 34 | 2026-04-30 | → |
| 649 | SVB WEALTH LLC | 172832 | $3.10B | $3.10B | 73 | 2026-03-31 | → |
| 650 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | $3.09B | $3.09B | 19 | 2026-03-31 | → |
| 651 | RED DOOR WEALTH MANAGEMENT, LLC | 153235 | $3.09B | $3.09B | 19 | 2026-06-30 | → |
| 652 | EFFICIENT ADVISORS, LLC | 150144 | $3.08B | $3.08B | 14 | 2026-03-31 | → |
| 653 | 1900 WEALTH MANAGEMENT LLC | 175346 | $3.07B | $3.07B | 22 | 2026-03-31 | → |
| 654 | GHP INVESTMENT ADVISORS INC | 107563 | $3.06B | $3.06B | 25 | 2026-03-31 | → |
| 655 | CREWE ADVISORS LLC | 173920 | $3.05B | $3.05B | 32 | 2026-04-30 | → |
| 656 | TRUWEALTH ADVISORS, LLC | 306876 | $3.05B | $3.05B | 3 | 2026-05-31 | → |
| 657 | CERTIFIED ADVISORY CORP | 120990 | $3.04B | $3.04B | 39 | 2026-03-31 | → |
| 658 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 110069 | $3.03B | $3.03B | 31 | 2026-04-30 | → |
| 659 | PITTENGER & ANDERSON INC | 111033 | $3.03B | $3.03B | 14 | 2026-01-31 | → |
| 660 | GIBSON CAPITAL, LLC | 148836 | $3.03B | $3.03B | 17 | 2026-03-31 | → |
| 661 | PARADIGM GLOBAL INVESTORS, LLC | 338287 | $3.03B | $3.03B | 4 | 2026-03-31 | → |
| 662 | NEW REPUBLIC CAPITAL, LLC | 310907 | $3.03B | $3.03B | 28 | 2026-03-31 | → |
| 663 | ELM PARTNERS MANAGEMENT LLC | 167225 | $3.02B | $3.02B | 8 | 2026-03-31 | → |
| 664 | CHESLEY, TAFT & ASSOCIATES, LLC | 111578 | $3.01B | $3.01B | 18 | 2026-03-31 | → |
| 665 | SHARIAPORTFOLIO, INC. | 173937 | $3.01B | $3.01B | 21 | 2026-04-30 | → |
| 666 | VICUS CAPITAL, INC. | 116021 | $2.99B | $2.99B | 84 | 2026-03-31 | → |
| 667 | HERITAGE FINANCIAL SERVICES, LLC | 127268 | $2.99B | $2.99B | 49 | 2025-11-30 | → |
| 668 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 159388 | $2.99B | $2.99B | 36 | 2026-03-31 | → |
| 669 | MMBG INVESTMENT ADVISORS CO. | 285263 | $2.98B | $2.98B | 14 | 2026-03-31 | → |
| 670 | FAIRWAY WEALTH LLC | 311031 | $2.98B | $2.98B | 23 | 2026-03-31 | → |
| 671 | MONTAG A & ASSOCIATES INC | 105756 | $2.97B | $2.97B | 30 | 2026-03-31 | → |
| 672 | MARCUM WEALTH, LLC | 134628 | $2.97B | $2.97B | 38 | 2025-05-31 | → |
| 673 | RETIREMENT INCOME SOLUTIONS, INC. | 110145 | $2.97B | $2.97B | 26 | 2026-05-31 | → |
| 674 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | $2.96B | $2.96B | 100 | 2026-03-31 | → |
| 675 | CARDIFF PARK ADVISORS,LLC | 126752 | $2.96B | $2.96B | 6 | 2026-03-31 | → |
| 676 | SFMG, LLC. | 107548 | $2.96B | $2.96B | 39 | 2026-03-31 | → |
| 677 | RESONANT CAPITAL ADVISORS, LLC | 298451 | $2.96B | $2.96B | 25 | 2026-06-30 | → |
| 678 | PARCION PRIVATE WEALTH LLC | 305115 | $2.95B | $2.95B | 28 | 2026-03-31 | → |
| 679 | BERGER FINANCIAL GROUP, INC. | 308174 | $2.95B | $2.95B | 89 | 2026-03-31 | → |
| 680 | BIRCH HILL INVESTMENT ADVISORS LLC | 143750 | $2.95B | $2.95B | 19 | 2026-02-28 | → |
| 681 | CREATIVE FINANCIAL DESIGNS, INC. | 109032 | $2.94B | $2.94B | 170 | 2026-03-31 | → |
| 682 | SJS INVESTMENT CONSULTING INC | 107219 | $2.94B | $2.94B | 25 | 2026-06-30 | → |
| 683 | FOSTER & MOTLEY, INC. | 106905 | $2.94B | $2.94B | 51 | 2026-03-31 | → |
| 684 | COBBLESTONE CAPITAL ADVISORS, LLC | 108023 | $2.93B | $2.93B | 43 | 2025-12-31 | → |
| 685 | ASSET DEDICATION, LLC | 151988 | $2.93B | $2.93B | 7 | 2026-03-31 | → |
| 686 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | $2.93B | $2.93B | 9 | 2026-03-31 | → |
| 687 | WINDSOR ADVISORY GROUP, LLC | 122266 | $2.92B | $2.92B | 22 | 2026-03-31 | → |
| 688 | BEDEL FINANCIAL CONSULTING INC | 105653 | $2.92B | $2.92B | 28 | 2026-04-30 | → |
| 689 | TRANSCEND CAPITAL ADVISORS, LLC | 299723 | $2.91B | $2.91B | 39 | 2026-03-31 | → |
| 690 | POINT OLEMA CAPITAL PARTNERS, L.P. | 304303 | $2.91B | $2.91B | 9 | 2026-03-31 | → |
| 691 | FORT POINT CAPITAL PARTNERS LLC | 146759 | $2.89B | $2.89B | 32 | 2026-03-31 | → |
| 692 | SMITH, SALLEY & ASSOCIATES, LLC | 129614 | $2.89B | $2.89B | 18 | 2026-05-31 | → |
| 693 | HARDY REED, LLC | 141024 | $2.89B | $2.89B | 18 | 2026-04-30 | → |
| 694 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | 104914 | $2.89B | $2.89B | 60 | 2026-03-31 | → |
| 695 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | $2.89B | $2.89B | 14 | 2026-03-31 | → |
| 696 | RMR WEALTH BUILDERS, INC. | 169005 | $2.89B | $2.89B | 64 | 2026-04-30 | → |
| 697 | REGAL INVESTMENT ADVISORS LLC | 125004 | $2.88B | $2.88B | 131 | 2026-05-31 | → |
| 698 | CAPITAL COUNSEL LLC | 109001 | $2.87B | $2.87B | 13 | 2026-03-31 | → |
| 699 | ROCKWOOD WEALTH MANAGEMENT, LLC | 137481 | $2.87B | $2.87B | 54 | 2026-05-31 | → |
| 700 | CAPSTONE FINANCIAL ADVISORS INC | 109341 | $2.87B | $2.87B | 30 | 2026-03-31 | → |
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