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 | |
|---|---|---|---|---|---|---|---|
| 201 | GUSTO INVESTMENT SERVICES, LLC | 281515 | $12.01B | $12.01B | 3 | 2026-05-31 | → |
| 202 | SENTINEL PENSION ADVISORS, LLC | 109901 | $11.94B | $11.94B | 53 | 2026-05-31 | → |
| 203 | HUB INVESTMENT PARTNERS, LLC | 307956 | $11.88B | $11.88B | 172 | 2026-06-30 | → |
| 204 | BRICKTOWN CAPITAL LLC | 319290 | $11.67B | $11.67B | 33 | 2026-03-31 | → |
| 205 | CURI CAPITAL, LLC | 134249 | $11.58B | $11.58B | 180 | 2026-03-31 | → |
| 206 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | $11.56B | $11.56B | 199 | 2026-03-31 | → |
| 207 | HECK CAPITAL ADVISORS, LLC | 143848 | $11.31B | $11.31B | 30 | 2026-03-31 | → |
| 208 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $11.31B | $11.31B | 79 | 2026-06-30 | → |
| 209 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $11.29B | $11.29B | 159 | 2026-06-30 | → |
| 210 | PURE FINANCIAL ADVISORS, LLC | 144316 | $11.05B | $11.05B | 204 | 2026-02-28 | → |
| 211 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $10.88B | $10.88B | 34 | 2026-03-31 | → |
| 212 | RPA FINANCIAL, LLC | 294105 | $10.88B | $10.88B | 12 | 2026-06-30 | → |
| 213 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $10.49B | $10.49B | 30 | 2026-03-31 | → |
| 214 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $10.47B | $10.47B | 42 | 2026-03-31 | → |
| 215 | JOHNSON WEALTH INC. | 125557 | $10.35B | $10.35B | 142 | 2026-03-31 | → |
| 216 | SHUSTER ADVISORY GROUP, LLC | 170233 | $10.32B | $10.32B | 15 | 2026-05-31 | → |
| 217 | PARALLEL ADVISORS, LLC | 140800 | $10.31B | $10.31B | 137 | 2026-06-30 | → |
| 218 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $10.25B | $10.25B | 182 | 2026-03-31 | → |
| 219 | FRANKLIN PARK ASSOCIATES, LLC | 126508 | $10.21B | $10.21B | 29 | 2026-03-31 | → |
| 220 | VALMARK ADVISERS INC | 108050 | $10.17B | $10.17B | 280 | 2026-06-30 | → |
| 221 | SHEPHERD KAPLAN LLC | 128244 | $10.16B | $10.16B | 42 | 2026-03-31 | → |
| 222 | PLANMEMBER SECURITIES CORPORATION | 11869 | $10.12B | $10.12B | 429 | 2026-03-31 | → |
| 223 | OPENARC CORPORATE ADVISORY, LLC | 336837 | $10.09B | $10.09B | 146 | 2026-05-31 | → |
| 224 | HANTZ FINANCIAL SERVICES, INC. | 46047 | $10.00B | $10.00B | 435 | 2026-04-30 | → |
| 225 | MEKETA INVESTMENT GROUP INC | 110601 | $9.99B | $9.99B | 248 | 2026-03-31 | → |
| 226 | BMO FAMILY OFFICE, LLC | 110264 | $9.99B | $9.99B | 130 | 2026-01-31 | → |
| 227 | PLANCORP, LLC | 106599 | $9.94B | $9.94B | 97 | 2026-05-31 | → |
| 228 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | $9.92B | $9.92B | 80 | 2026-06-30 | → |
| 229 | IHT WEALTH MANAGEMENT LLC | 171481 | $9.80B | $9.80B | 179 | 2026-03-31 | → |
| 230 | ALTAIR ADVISERS, LLC | 120642 | $9.76B | $9.76B | 75 | 2026-03-31 | → |
| 231 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $9.75B | $9.75B | 123 | 2026-03-31 | → |
| 232 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | $9.72B | $9.72B | 160 | 2026-05-31 | → |
| 233 | SIGNATUREFD, LLC | 112758 | $9.68B | $9.68B | 130 | 2026-03-31 | → |
| 234 | THE AMERIFLEX GROUP, INC. | 305585 | $9.66B | $9.66B | 201 | 2026-03-31 | → |
| 235 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $9.57B | $9.57B | 34 | 2026-03-31 | → |
| 236 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | $9.57B | $9.57B | 174 | 2026-05-31 | → |
| 237 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | $9.55B | $9.55B | 79 | 2026-03-31 | → |
| 238 | COMPOSITION WEALTH, LLC | 143483 | $9.47B | $9.47B | 128 | 2026-03-31 | → |
| 239 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | $9.22B | $9.22B | 200 | 2026-04-30 | → |
| 240 | PROCYON ADVISORS, LLC | 288239 | $9.20B | $9.20B | 76 | 2026-05-31 | → |
| 241 | H. M. PAYSON & CO. | 2993 | $9.09B | $9.09B | 34 | 2026-03-31 | → |
| 242 | ALPHACORE CAPITAL LLC | 174346 | $9.03B | $9.03B | 111 | 2026-04-30 | → |
| 243 | HORNOR, TOWNSEND & KENT, LLC | 4031 | $9.01B | $9.01B | 485 | 2026-04-30 | → |
| 244 | SIMON QUICK ADVISORS, LLC | 132330 | $9.01B | $9.01B | 97 | 2026-03-31 | → |
| 245 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | $8.88B | $8.88B | 72 | 2026-03-31 | → |
| 246 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | $8.87B | $8.87B | 154 | 2026-04-30 | → |
| 247 | ARKADIOS WEALTH ADVISORS LLC | 288863 | $8.79B | $8.79B | 188 | 2026-06-30 | → |
| 248 | CAPITAL ANALYSTS, LLC | 162200 | $8.77B | $8.77B | 679 | 2026-04-30 | → |
| 249 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | $8.76B | $8.76B | 118 | 2026-04-30 | → |
| 250 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $8.76B | $8.76B | 141 | 2026-03-31 | → |
| 251 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | $8.69B | $8.69B | 143 | 2026-06-30 | → |
| 252 | TD PRIVATE CLIENT WEALTH LLC | 164484 | $8.57B | $8.57B | 671 | 2026-06-30 | → |
| 253 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | $8.55B | $8.55B | 22 | 2026-03-31 | → |
| 254 | MUTUAL ADVISORS, LLC | 167658 | $8.55B | $8.55B | 208 | 2026-06-30 | → |
| 255 | ONE CAPITAL MANAGEMENT, LLC | 114861 | $8.53B | $8.53B | 103 | 2026-06-30 | → |
| 256 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $8.52B | $8.52B | 11 | 2026-05-31 | → |
| 257 | SAGESPRING WEALTH PARTNERS | 283515 | $8.49B | $8.49B | 195 | 2026-05-31 | → |
| 258 | EMPIRICAL FINANCIAL SERVICES, LLC | 152622 | $8.43B | $8.43B | 94 | 2026-06-30 | → |
| 259 | ZHANG FINANCIAL LLC | 159257 | $8.37B | $8.37B | 50 | 2026-03-31 | → |
| 260 | WEALTHCARE ADVISORY PARTNERS LLC | 171976 | $8.29B | $8.29B | 243 | 2026-06-30 | → |
| 261 | BOLTON SECURITIES CORP | 129376 | $8.28B | $8.28B | 158 | 2026-03-31 | → |
| 262 | NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | $8.26B | $8.26B | 26 | 2026-03-31 | → |
| 263 | CAPITAL INVESTMENT ADVISORS, LLC | 158055 | $8.21B | $8.21B | 107 | 2026-04-30 | → |
| 264 | CAMBRIDGE ASSOCIATES LIMITED, LLC | 106003 | $8.20B | $8.20B | 15 | 2026-03-31 | → |
| 265 | GRADIENT INVESTMENTS, LLC | 141726 | $8.20B | $8.20B | 41 | 2026-06-30 | → |
| 266 | ANNEX ADVISORY SERVICES, LLC | 127987 | $8.05B | $8.05B | 151 | 2026-04-30 | → |
| 267 | ICG ADVISORS, LLC | 148066 | $7.92B | $7.92B | 26 | 2026-05-31 | → |
| 268 | MGO ONE SEVEN LLC | 283087 | $7.72B | $7.72B | 264 | 2026-04-30 | → |
| 269 | RITHOLTZ WEALTH MANAGEMENT | 168652 | $7.70B | $7.70B | 83 | 2026-05-31 | → |
| 270 | CADARET, GRANT & CO., INC. | 10641 | $7.67B | $7.67B | 692 | 2025-07-31 | → |
| 271 | HBK SORCE ADVISORY LLC | 112139 | $7.66B | $7.66B | 109 | 2026-02-28 | → |
| 272 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $7.62B | $7.62B | 42 | 2026-03-31 | → |
| 273 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $7.58B | $7.58B | 236 | 2026-05-31 | → |
| 274 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $7.57B | $7.57B | 261 | 2026-06-30 | → |
| 275 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | $7.51B | $7.51B | 69 | 2026-04-30 | → |
| 276 | JMG FINANCIAL GROUP LTD | 110302 | $7.50B | $7.50B | 103 | 2026-03-31 | → |
| 277 | HAYS FINANCIAL GROUP, LLC | 306877 | $7.45B | $7.45B | 12 | 2026-03-31 | → |
| 278 | ALLIANT RETIREMENT SERVICES, LLC | 167970 | $7.37B | $7.37B | 30 | 2026-04-30 | → |
| 279 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | $7.34B | $7.34B | 161 | 2026-06-30 | → |
| 280 | CENTAURUS FINANCIAL, INC. | 30833 | $7.34B | $7.34B | 580 | 2025-07-31 | → |
| 281 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | $7.27B | $7.27B | 28 | 2026-03-31 | → |
| 282 | CASSADAY & CO WEALTH MANAGEMENT LLC | 317672 | $7.14B | $7.14B | 97 | 2026-03-31 | → |
| 283 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | $7.13B | $7.13B | 47 | 2026-03-31 | → |
| 284 | MILLER INVESTMENT MANAGEMENT, LP | 108380 | $7.10B | $7.10B | 18 | 2026-03-31 | → |
| 285 | TAG ASSOCIATES LLC | 116959 | $7.07B | $7.07B | 71 | 2026-06-30 | → |
| 286 | DAKOTA WEALTH, LLC | 297987 | $6.94B | $6.94B | 91 | 2026-03-31 | → |
| 287 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $6.87B | $6.87B | 35 | 2026-03-31 | → |
| 288 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | $6.85B | $6.85B | 159 | 2026-06-30 | → |
| 289 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | $6.84B | $6.84B | 70 | 2026-06-30 | → |
| 290 | THRIVENT ADVISOR NETWORK, LLC | 304569 | $6.84B | $6.84B | 119 | 2026-06-30 | → |
| 291 | FOCUS FINANCIAL NETWORK, INC. | 116140 | $6.82B | $6.82B | 189 | 2026-03-31 | → |
| 292 | RFG ADVISORY, LLC | 158401 | $6.81B | $6.81B | 311 | 2026-06-30 | → |
| 293 | VESTGEN ADVISORS, LLC | 318657 | $6.67B | $6.67B | 165 | 2026-05-31 | → |
| 294 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | $6.54B | $6.54B | 136 | 2026-03-31 | → |
| 295 | OSAIC INSTITUTIONS, INC. | 35371 | $6.49B | $6.49B | 1,839 | 2026-05-31 | → |
| 296 | GREENSPRING ADVISORS, LLC | 132669 | $6.46B | $6.46B | 68 | 2026-06-30 | → |
| 297 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | $6.46B | $6.46B | 170 | 2026-04-30 | → |
| 298 | NWF ADVISORY SERVICES INC | 110410 | $6.43B | $6.43B | 111 | 2026-03-31 | → |
| 299 | TRUEPOINT, INC. | 105664 | $6.39B | $6.39B | 103 | 2026-03-31 | → |
| 300 | ORG PORTFOLIO MANAGEMENT LLC | 130198 | $6.38B | $6.38B | 22 | 2026-03-31 | → |
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