Research Report · 2026-06-30
Registered Investment Advisers Reporting Fund Selection
SEC-registered investment advisers that report fund selection services, ranked by AUM.
Firms
1,000
Total AUM
$39.53T
Median AUM
$2.85B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | TOTAL WEALTH PLANNING, LLC | 174434 | $1.18B | $1.18B | 20 | 2025-12-31 | → |
| 902 | DINUZZO PRIVATE WEALTH, INC. | 112778 | $1.18B | $1.18B | 19 | 2026-03-31 | → |
| 903 | SIGNET FINANCIAL MANAGEMENT, LLC | 105310 | $1.18B | $1.18B | 17 | 2026-03-31 | → |
| 904 | BRAND ASSET MANAGEMENT GROUP, INC. | 106162 | $1.17B | $1.17B | 22 | 2026-02-28 | → |
| 905 | WPWEALTH LLP | 145467 | $1.17B | $1.17B | 14 | 2026-06-30 | → |
| 906 | WOODARD & CO ASSET MANAGEMENT GROUP INC | 108199 | $1.17B | $1.17B | 5 | 2026-04-30 | → |
| 907 | GREAT LAKES RETIREMENT, INC. | 146608 | $1.16B | $1.16B | 27 | 2026-03-31 | → |
| 908 | MANHATTAN WEST ASSET MANAGEMENT, LLC | 283630 | $1.16B | $1.16B | 36 | 2026-06-30 | → |
| 909 | REAGAN COMPANIES ASSET MANAGEMENT, INC | 161648 | $1.16B | $1.16B | 9 | 2026-06-30 | → |
| 910 | LAKE STREET PRIVATE WEALTH, LLC | 296761 | $1.16B | $1.16B | 9 | 2026-03-31 | → |
| 911 | THIRD VIEW PRIVATE WEALTH, LLC | 335591 | $1.16B | $1.16B | 11 | 2026-04-30 | → |
| 912 | VERITY ASSET MANAGEMENT, INC. | 158667 | $1.15B | $1.15B | 77 | 2026-06-30 | → |
| 913 | CVFG LLC | 325310 | $1.15B | $1.15B | 11 | 2026-05-31 | → |
| 914 | GENERATION CAPITAL MANAGEMENT LLC | 128523 | $1.15B | $1.15B | 4 | 2026-03-31 | → |
| 915 | ERN FINANCIAL, LLC | 297717 | $1.15B | $1.15B | 12 | 2026-04-30 | → |
| 916 | LONGVIEW WEALTH MANAGEMENT, INC. | 136214 | $1.15B | $1.15B | 24 | 2026-05-31 | → |
| 917 | COOPER/HAIMS ADVISORS, LLC | 124122 | $1.15B | $1.15B | 19 | 2026-04-30 | → |
| 918 | SPECTRUM WEALTH COUNSEL, LLC | 323651 | $1.15B | $1.15B | 12 | 2025-03-31 | → |
| 919 | CORRIGAN FINANCIAL INC | 109115 | $1.15B | $1.15B | 19 | 2025-03-31 | → |
| 920 | ACCEL WEALTH MANAGEMENT LLC | 286201 | $1.15B | $1.15B | 19 | 2026-03-31 | → |
| 921 | LUCID ADVISORS, INC. | 116639 | $1.15B | $1.15B | 2 | 2026-03-31 | → |
| 922 | FINANCIAL PARTNERS GROUP, INC. | 288644 | $1.15B | $1.15B | 9 | 2026-03-31 | → |
| 923 | IRONVINE CAPITAL PARTNERS, LLC | 168892 | $1.14B | $1.14B | 5 | 2026-05-31 | → |
| 924 | REGENCY INVESTMENT ADVISORS INC | 106990 | $1.14B | $1.14B | 15 | 2026-03-31 | → |
| 925 | ELGETHUN CAPITAL MANAGEMENT | 127616 | $1.14B | $1.14B | 13 | 2026-03-31 | → |
| 926 | FI3 FINANCIAL ADVISORS, LLC | 168005 | $1.14B | $1.14B | 21 | 2026-06-30 | → |
| 927 | WATERFRONT WEALTH INC. | 173220 | $1.14B | $1.14B | 14 | 2026-03-31 | → |
| 928 | GUARDIAN WEALTH STRATEGIES, LLC | 167485 | $1.14B | $1.14B | 11 | 2026-02-28 | → |
| 929 | OAK HARVEST INVESTMENT SERVICES, LLC | 173293 | $1.14B | $1.14B | 44 | 2026-04-30 | → |
| 930 | SCOTT CAPITAL ADVISORS, LLC | 307980 | $1.13B | $1.13B | 9 | 2026-02-28 | → |
| 931 | KELLY FINANCIAL GROUP, LLC | 310140 | $1.13B | $1.13B | 22 | 2026-03-31 | → |
| 932 | MERAMEC FINANCIAL PLANNERS, LLC | 335112 | $1.13B | $1.13B | 16 | 2026-02-28 | → |
| 933 | SHARKEY HOWES & JAVER INC | 106050 | $1.13B | $1.13B | 14 | 2026-04-30 | → |
| 934 | INSIGHT WEALTH PARTNERS, LLC | 153635 | $1.12B | $1.12B | 16 | 2026-03-31 | → |
| 935 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | 138851 | $1.12B | $1.12B | 9 | 2026-03-31 | → |
| 936 | CLG LLC | 282605 | $1.12B | $1.12B | 35 | 2026-02-28 | → |
| 937 | ADAMSBROWN WEALTH CONSULTANTS LLC | 308410 | $1.12B | $1.12B | 22 | 2026-02-28 | → |
| 938 | WEALTHPLAN PARTNERS, LLC | 305026 | $1.12B | $1.12B | 56 | 2026-02-28 | → |
| 939 | BLUESTEM WEALTH PARTNERS, LLC | 324489 | $1.12B | $1.12B | 34 | 2026-03-31 | → |
| 940 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | 121496 | $1.11B | $1.11B | 9 | 2026-03-31 | → |
| 941 | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 309387 | $1.11B | $1.11B | 10 | 2026-04-30 | → |
| 942 | ARTHUR M. COHEN & ASSOCIATES LLC | 105894 | $1.11B | $1.11B | 5 | 2026-04-30 | → |
| 943 | O'BRIEN WEALTH PARTNERS LLC | 105336 | $1.11B | $1.11B | 14 | 2025-07-31 | → |
| 944 | ARQ WEALTH ADVISORS, LLC | 147351 | $1.11B | $1.11B | 18 | 2026-04-30 | → |
| 945 | THE FINANCIAL ADVISORS, LLC | 146680 | $1.11B | $1.11B | 11 | 2025-12-31 | → |
| 946 | HEIRLOOM WEALTH MANAGEMENT LLC | 292277 | $1.11B | $1.11B | 18 | 2026-04-30 | → |
| 947 | FINANCIAL ADVISORS NETWORK, INC. | 152083 | $1.11B | $1.11B | 22 | 2026-03-31 | → |
| 948 | BERKELEY CAPITAL PARTNERS, LLC | 281082 | $1.10B | $1.10B | 11 | 2026-03-31 | → |
| 949 | THE CLARUS GROUP, INC. | 310163 | $1.10B | $1.10B | 14 | 2026-05-31 | → |
| 950 | INTEGRITY ADVISORY SOLUTIONS, LLC | 288817 | $1.10B | $1.10B | 113 | 2026-06-30 | → |
| 951 | MONTEREY PRIVATE WEALTH, INC. | 114572 | $1.10B | $1.10B | 13 | 2025-03-31 | → |
| 952 | STAGE HARBOR FINANCIAL, LLC | 289725 | $1.10B | $1.10B | 11 | 2026-03-31 | → |
| 953 | ASSET CONSULTING GROUP, LLC | 107574 | $1.10B | $1.10B | 50 | 2026-03-31 | → |
| 954 | THE FINANCIAL CONSULATE, INC | 106898 | $1.10B | $1.10B | 25 | 2026-02-28 | → |
| 955 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 286635 | $1.09B | $1.09B | 7 | 2026-05-31 | → |
| 956 | TOWNELEY CAPITAL MANAGEMENT, INC. | 169863 | $1.09B | $1.09B | 12 | 2026-04-30 | → |
| 957 | PKS ADVISORY SERVICES, LLC | 125648 | $1.09B | $1.09B | 45 | 2026-06-30 | → |
| 958 | LWM ADVISORY SERVICES, LLC | 172009 | $1.09B | $1.09B | 10 | 2026-04-30 | → |
| 959 | INTEGRATED INVESTMENT CONSULTANTS, LLC | 175299 | $1.08B | $1.08B | 10 | 2026-04-30 | → |
| 960 | LINEWEAVER WEALTH ADVISORS, LLC | 173310 | $1.08B | $1.08B | 21 | 2026-03-31 | → |
| 961 | AUSTIN WEALTH MANAGEMENT, LLC | 172793 | $1.08B | $1.08B | 18 | 2026-03-31 | → |
| 962 | FPL CAPITAL MANAGEMENT, LLC | 117499 | $1.08B | $1.08B | 5 | 2026-01-31 | → |
| 963 | BPS WEALTH ADVISORS, INC. | 106249 | $1.08B | $1.08B | 5 | 2026-04-30 | → |
| 964 | SOVEREIGN FINANCIAL GROUP, INC. | 294314 | $1.08B | $1.08B | 31 | 2026-06-30 | → |
| 965 | CORVUS WEALTH ADVISORS LLC | 311261 | $1.08B | $1.08B | 19 | 2026-03-31 | → |
| 966 | SUMMIT ASSET MANAGEMENT LLC | 109606 | $1.08B | $1.08B | 8 | 2026-03-31 | → |
| 967 | GOLDSTEIN ADVISORS, LLC | 323125 | $1.08B | $1.08B | 19 | 2026-02-28 | → |
| 968 | POINTOAK RETIREMENT ADVISORS, LLC | 314866 | $1.08B | $1.08B | 3 | 2026-03-31 | → |
| 969 | HORIZON WEALTH MANAGEMENT, LLC | 170255 | $1.08B | $1.08B | 10 | 2026-02-28 | → |
| 970 | STERLING INVESTMENT ADVISORS LTD. | 140710 | $1.08B | $1.08B | 7 | 2026-03-31 | → |
| 971 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | 113106 | $1.07B | $1.07B | 22 | 2026-03-31 | → |
| 972 | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | 154839 | $1.07B | $1.07B | 29 | 2026-06-30 | → |
| 973 | MATTERN CAPITAL MANAGEMENT, LLC | 299342 | $1.07B | $1.07B | 9 | 2026-03-31 | → |
| 974 | PROVIDENCE CAPITAL ADVISORS, LLC | 174631 | $1.07B | $1.07B | 14 | 2026-03-31 | → |
| 975 | HENDERSHOT INVESTMENTS, INC. | 115472 | $1.07B | $1.07B | 6 | 2026-03-31 | → |
| 976 | BALBOA WEALTH PARTNERS, INC. | 282329 | $1.07B | $1.07B | 36 | 2026-05-31 | → |
| 977 | JACKSON WEALTH MANAGEMENT, LLC | 147642 | $1.07B | $1.07B | 10 | 2026-03-31 | → |
| 978 | YESKE BUIE INC. | 143234 | $1.07B | $1.07B | 17 | 2026-02-28 | → |
| 979 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 330050 | $1.07B | $1.07B | 14 | 2026-06-30 | → |
| 980 | PIVOTAL ADVISORS LLC | 310612 | $1.07B | $1.07B | 4 | 2026-03-31 | → |
| 981 | FIDUCIARY BENEFITS GROUP | 326204 | $1.07B | $1.07B | 3 | 2026-03-31 | → |
| 982 | NPA ASSET MANAGEMENT, LLC | 131534 | $1.06B | $1.06B | 68 | 2026-03-31 | → |
| 983 | SPECTRUM INVESTMENT ADVISORS, INC. | 108669 | $1.06B | $1.06B | 27 | 2026-03-31 | → |
| 984 | ISTO ADVISORS, LLC | 284560 | $1.06B | $1.06B | 27 | 2026-03-31 | → |
| 985 | VESTIA ADVISORS, LLC | 290565 | $1.06B | $1.06B | 31 | 2026-03-31 | → |
| 986 | MCGUIRE INVESTMENT GROUP, LLC | 296271 | $1.06B | $1.06B | 5 | 2026-03-31 | → |
| 987 | TALON LLC | 298714 | $1.06B | $1.06B | 22 | 2026-05-31 | → |
| 988 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | $1.06B | $1.06B | 6 | 2026-02-28 | → |
| 989 | CLEARVIEW FINANCIAL PARTNERS, LLC | 286168 | $1.06B | $1.06B | 8 | 2026-06-30 | → |
| 990 | BRIO CONSULTANTS, LLC | 289889 | $1.06B | $1.06B | 21 | 2026-06-30 | → |
| 991 | WORTHPOINTE, LLC | 143996 | $1.06B | $1.06B | 16 | 2026-03-31 | → |
| 992 | FORM WEALTH ADVISORS, LLC | 326519 | $1.06B | $1.06B | 16 | 2026-03-31 | → |
| 993 | PRIVATE PORTFOLIO PARTNERS, LLC | 165616 | $1.05B | $1.05B | 28 | 2025-03-31 | → |
| 994 | FAITHWARD ADVISORS, LLC | 116978 | $1.05B | $1.05B | 47 | 2026-03-31 | → |
| 995 | SITTNER & NELSON, LLC | 309757 | $1.05B | $1.05B | 6 | 2026-03-31 | → |
| 996 | MORLING FINANCIAL ADVISORS, LLC | 111819 | $1.05B | $1.05B | 21 | 2026-03-31 | → |
| 997 | BRIDGEPORT FINANCIAL SOLUTIONS LLC | 325485 | $1.05B | $1.05B | 9 | 2026-06-30 | → |
| 998 | WEAVER CONSULTING GROUP, LLC | 287895 | $1.05B | $1.05B | 7 | 2026-04-30 | → |
| 999 | HIGH PROBABILITY ADVISORS, LLC | 289541 | $1.05B | $1.05B | 16 | 2026-05-31 | → |
| 1000 | MARBLE WEALTH, LLC | 335291 | $1.05B | $1.05B | 6 | 2026-04-30 | → |
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