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 | |
|---|---|---|---|---|---|---|---|
| 101 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $40.25B | $40.25B | 193 | 2026-04-30 | → |
| 102 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $39.46B | $39.46B | 62 | 2026-03-31 | → |
| 103 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $39.14B | $39.14B | 460 | 2026-06-30 | → |
| 104 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $38.61B | $38.61B | 244 | 2026-03-31 | → |
| 105 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $37.50B | $37.50B | 195 | 2026-03-31 | → |
| 106 | VOYA RETIREMENT ADVISORS, LLC | 3989 | $37.47B | $37.47B | 121 | 2026-03-31 | → |
| 107 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 108 | OPPENHEIMER & CO. INC. | 249 | $36.71B | $36.71B | 2,806 | 2026-06-30 | → |
| 109 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $36.41B | $36.41B | 309 | 2026-03-31 | → |
| 110 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $35.51B | $35.51B | 94 | 2026-03-31 | → |
| 111 | AKSIA LLC | 143422 | $35.20B | $35.20B | 177 | 2026-06-30 | → |
| 112 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $35.03B | $35.03B | 580 | 2026-03-31 | → |
| 113 | SANCTUARY ADVISORS, LLC | 226606 | $34.88B | $34.88B | 770 | 2026-06-30 | → |
| 114 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $34.50B | $34.50B | 81 | 2026-03-31 | → |
| 115 | WEALTHSPIRE ADVISORS LLC | 106181 | $34.32B | $34.32B | 397 | 2026-04-30 | → |
| 116 | CLEARSTEAD ADVISORS, LLC | 105674 | $33.88B | $33.88B | 280 | 2026-03-31 | → |
| 117 | ALLWORTH FINANCIAL, L.P. | 111167 | $33.55B | $33.55B | 493 | 2026-03-31 | → |
| 118 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $33.52B | $33.52B | 549 | 2026-06-30 | → |
| 119 | BNY MELLON ADVISORS, INC. | 106108 | $33.48B | $33.48B | 66 | 2026-05-31 | → |
| 120 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | $32.24B | $32.24B | 424 | 2026-06-30 | → |
| 121 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $30.51B | $30.51B | 249 | 2026-03-31 | → |
| 122 | &PARTNERS | 3767 | $30.27B | $30.27B | 703 | 2026-06-30 | → |
| 123 | ADVANCED CAPITAL GROUP, INC. | 109673 | $29.99B | $29.99B | 22 | 2026-03-31 | → |
| 124 | WAVERLY ADVISORS, LLC | 115332 | $29.78B | $29.78B | 414 | 2026-06-30 | → |
| 125 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $29.73B | $29.73B | 86 | 2026-03-31 | → |
| 126 | WAFRA INC. | 108673 | $29.04B | $29.04B | 158 | 2026-06-30 | → |
| 127 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $29.01B | $29.01B | 51 | 2026-03-31 | → |
| 128 | SAGE ADVISORY SERVICES LTD CO | 106236 | $28.43B | $28.43B | 58 | 2026-03-31 | → |
| 129 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $27.28B | $27.28B | 50 | 2026-04-30 | → |
| 130 | WELLTH ADVISORY SERVICES, LLC | 330537 | $26.68B | $26.68B | 74 | 2026-03-31 | → |
| 131 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $26.04B | $26.04B | 131 | 2026-04-30 | → |
| 132 | EAGLE STRATEGIES LLC | 110826 | $25.40B | $25.40B | 2,804 | 2026-03-31 | → |
| 133 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $24.85B | $24.85B | 200 | 2026-05-31 | → |
| 134 | DAVENPORT & COMPANY LLC | 1588 | $24.70B | $24.70B | 525 | 2026-06-30 | → |
| 135 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $24.65B | $24.65B | 289 | 2026-06-30 | → |
| 136 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $24.09B | $24.09B | 30 | 2026-06-30 | → |
| 137 | MERIT FINANCIAL GROUP, LLC | 142457 | $23.88B | $23.88B | 470 | 2026-06-30 | → |
| 138 | FUND EVALUATION GROUP, LLC | 121658 | $23.86B | $23.86B | 136 | 2026-03-31 | → |
| 139 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | $23.78B | $23.78B | 13 | 2026-06-30 | → |
| 140 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $23.33B | $23.33B | 156 | 2026-03-31 | → |
| 141 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 142 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $22.98B | $22.98B | 164 | 2026-05-31 | → |
| 143 | MPC CAPITAL ADVISORS, LLC | 153586 | $22.57B | $22.57B | 9 | 2026-03-31 | → |
| 144 | SUMMIT FINANCIAL, LLC | 299322 | $22.47B | $22.47B | 490 | 2026-03-31 | → |
| 145 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $21.93B | $21.93B | 28 | 2026-03-31 | → |
| 146 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | $21.29B | $21.29B | 23 | 2025-07-31 | → |
| 147 | HIGHLAND ASSOCIATES INC | 104948 | $20.99B | $20.99B | 19 | 2026-03-31 | → |
| 148 | FIDUCIARY COUNSELORS INC. | 111827 | $20.35B | $20.35B | 8 | 2026-03-31 | → |
| 149 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | $20.14B | $20.14B | 1 | 2026-03-31 | → |
| 150 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $19.94B | $19.94B | 94 | 2026-05-31 | → |
| 151 | NEWEDGE WEALTH, LLC | 307771 | $19.93B | $19.93B | 211 | 2026-04-30 | → |
| 152 | VERUS ADVISORY, INC. | 110565 | $19.43B | $19.43B | 87 | 2026-03-31 | → |
| 153 | CHOREO, LLC | 111221 | $19.14B | $19.14B | 232 | 2026-03-31 | → |
| 154 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | $18.92B | $18.92B | 493 | 2026-06-30 | → |
| 155 | BRIGHTON JONES LLC | 108601 | $18.88B | $18.88B | 316 | 2026-05-31 | → |
| 156 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $18.83B | $18.83B | 398 | 2026-03-31 | → |
| 157 | STRATOS WEALTH PARTNERS, LTD | 153184 | $18.65B | $18.65B | 618 | 2026-06-30 | → |
| 158 | TOWNSQUARE CAPITAL, LLC | 288576 | $18.07B | $18.07B | 53 | 2026-03-31 | → |
| 159 | ASPIRIANT, LLC | 146720 | $18.05B | $18.05B | 218 | 2026-05-31 | → |
| 160 | STEPHENS INC. | 3496 | $18.04B | $18.04B | 611 | 2026-06-30 | → |
| 161 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $17.83B | $17.83B | 104 | 2026-05-31 | → |
| 162 | F/M INVESTMENTS LLC | 304405 | $17.74B | $17.74B | 83 | 2026-03-31 | → |
| 163 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $17.68B | $17.68B | 238 | 2026-06-30 | → |
| 164 | EVOKE WEALTH, LLC | 300856 | $17.29B | $17.29B | 96 | 2026-04-30 | → |
| 165 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | $17.23B | $17.23B | 251 | 2026-06-30 | → |
| 166 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $17.21B | $17.21B | 117 | 2026-06-30 | → |
| 167 | MANNING & NAPIER ADVISORS, LLC | 105992 | $17.03B | $17.03B | 195 | 2026-06-30 | → |
| 168 | PRINCIPAL SECURITIES, INC. | 1137 | $17.02B | $17.02B | 1,464 | 2026-03-31 | → |
| 169 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $16.30B | $16.30B | 24 | 2026-06-30 | → |
| 170 | IFP ADVISORS, LLC | 125112 | $16.29B | $16.29B | 328 | 2026-06-30 | → |
| 171 | FARTHER FINANCE ADVISORS, LLC | 302050 | $16.01B | $16.01B | 571 | 2026-03-31 | → |
| 172 | MYCIO WEALTH PARTNERS, LLC | 134436 | $15.78B | $15.78B | 67 | 2026-03-31 | → |
| 173 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | $15.73B | $15.73B | 188 | 2026-06-30 | → |
| 174 | STANHOPE CAPITAL, LLP | 162512 | $15.70B | $15.70B | 64 | 2026-03-31 | → |
| 175 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | $15.66B | $15.66B | 736 | 2026-03-31 | → |
| 176 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.48B | $15.48B | 2,180 | 2026-06-30 | → |
| 177 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $15.42B | $15.42B | 19 | 2026-03-31 | → |
| 178 | BANNER RIDGE PARTNERS, LP | 304928 | $15.32B | $15.32B | 27 | 2026-03-31 | → |
| 179 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 180 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $15.19B | $15.19B | 212 | 2026-03-31 | → |
| 181 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $15.13B | $15.13B | 205 | 2026-04-30 | → |
| 182 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $14.73B | $14.73B | 52 | 2026-06-30 | → |
| 183 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $14.70B | $14.70B | 23 | 2026-04-30 | → |
| 184 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $14.43B | $14.43B | 158 | 2026-03-31 | → |
| 185 | PRIME BUCHHOLZ LLC | 106455 | $14.07B | $14.07B | 127 | 2026-03-31 | → |
| 186 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $13.93B | $13.93B | 207 | 2026-03-31 | → |
| 187 | MISSION WEALTH MANAGEMENT, LP | 113057 | $13.91B | $13.91B | 184 | 2026-04-30 | → |
| 188 | CAPACUITY LLC | 297679 | $13.87B | $13.87B | 40 | 2026-03-31 | → |
| 189 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $13.84B | $13.84B | 92 | 2026-03-31 | → |
| 190 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.75B | $13.75B | 797 | 2026-03-31 | → |
| 191 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $13.72B | $13.72B | 10 | 2026-03-31 | → |
| 192 | FIRST HORIZON ADVISORS, INC | 17117 | $13.62B | $13.62B | 239 | 2025-07-31 | → |
| 193 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.45B | $13.45B | 211 | 2026-06-30 | → |
| 194 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | $12.93B | $12.93B | 624 | 2026-03-31 | → |
| 195 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 20804 | $12.77B | $12.77B | 620 | 2026-06-30 | → |
| 196 | SECOR INVESTMENT ADVISORS, LP | 155235 | $12.76B | $12.76B | 44 | 2026-04-30 | → |
| 197 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $12.76B | $12.76B | 93 | 2026-03-31 | → |
| 198 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $12.44B | $12.44B | 333 | 2025-09-30 | → |
| 199 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $12.20B | $12.20B | 103 | 2026-03-31 | → |
| 200 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $12.04B | $12.04B | 121 | 2026-03-31 | → |
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