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 | |
|---|---|---|---|---|---|---|---|
| 301 | ANDERSEN TAX LLC | 124205 | $6.35B | $6.35B | 2,061 | 2026-03-31 | → |
| 302 | WCG WEALTH ADVISORS, LLC | 173194 | $6.28B | $6.28B | 131 | 2026-06-30 | → |
| 303 | NPPG PLAN PROFESSIONALS, LLC | 324646 | $6.27B | $6.27B | 2 | 2026-05-31 | → |
| 304 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | $6.18B | $6.18B | 45 | 2026-03-31 | → |
| 305 | SIGMA PLANNING CORPORATION | 110692 | $6.10B | $6.10B | 471 | 2026-05-31 | → |
| 306 | KCM INVESTMENT ADVISORS, LLC | 109629 | $6.02B | $6.02B | 20 | 2026-03-31 | → |
| 307 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | $6.01B | $6.01B | 93 | 2026-03-31 | → |
| 308 | VERATIS ADVISORS, INC. | 117892 | $5.99B | $5.99B | 8 | 2026-03-31 | → |
| 309 | CAPITAL RESEARCH & CONSULTING LLC | 109868 | $5.99B | $5.99B | 8 | 2026-06-30 | → |
| 310 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $5.98B | $5.98B | 116 | 2026-03-31 | → |
| 311 | INDEX FUND ADVISORS, INC. | 109143 | $5.93B | $5.93B | 50 | 2026-03-31 | → |
| 312 | PITCAIRN WEALTH ADVISORS LLC | 333260 | $5.87B | $5.87B | 62 | 2026-03-31 | → |
| 313 | MAYFLOWER FINANCIAL ADVISORS, LLC | 307857 | $5.82B | $5.82B | 33 | 2026-05-31 | → |
| 314 | SYM FINANCIAL CORPORATION | 107517 | $5.81B | $5.81B | 84 | 2026-03-31 | → |
| 315 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | $5.77B | $5.77B | 59 | 2026-05-31 | → |
| 316 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 109701 | $5.74B | $5.74B | 155 | 2026-03-31 | → |
| 317 | WEDBUSH SECURITIES INC. | 877 | $5.68B | $5.68B | 897 | 2026-04-30 | → |
| 318 | STONEGATE INVESTMENT GROUP, LLC | 314889 | $5.67B | $5.67B | 14 | 2025-05-31 | → |
| 319 | TFO WEALTH PARTNERS, LLC | 124407 | $5.66B | $5.66B | 67 | 2026-04-30 | → |
| 320 | SEPIO CAPITAL, LP | 285645 | $5.64B | $5.64B | 31 | 2026-04-30 | → |
| 321 | VIVALDI CAPITAL MANAGEMENT LP | 160150 | $5.64B | $5.64B | 68 | 2026-04-30 | → |
| 322 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | $5.64B | $5.64B | 130 | 2026-06-30 | → |
| 323 | PENTEGRA INVESTORS, INC. | 111503 | $5.60B | $5.60B | 13 | 2026-05-31 | → |
| 324 | PLANPILOT, LLC | 160319 | $5.58B | $5.58B | 15 | 2026-02-28 | → |
| 325 | STRATOS WEALTH ADVISORS LLC | 283816 | $5.57B | $5.57B | 170 | 2026-06-30 | → |
| 326 | ALPHAPOINT, INC. | 130115 | $5.56B | $5.56B | 1 | 2026-03-31 | → |
| 327 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $5.52B | $5.52B | 17 | 2026-03-31 | → |
| 328 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | $5.49B | $5.49B | 11 | 2026-03-31 | → |
| 329 | LARSON FINANCIAL GROUP, LLC | 140599 | $5.48B | $5.48B | 131 | 2026-03-31 | → |
| 330 | CALAMOS WEALTH MANAGEMENT LLC | 143490 | $5.48B | $5.48B | 51 | 2026-04-30 | → |
| 331 | PENSION CONSULTANTS INC | 113914 | $5.42B | $5.42B | 17 | 2026-03-31 | → |
| 332 | TRUE NORTH ADVISORS, LLC | 116048 | $5.42B | $5.42B | 89 | 2026-03-31 | → |
| 333 | INTEGRITY ALLIANCE, LLC | 139627 | $5.41B | $5.41B | 400 | 2026-05-31 | → |
| 334 | FENIMORE ASSET MANAGEMENT, INC. | 110946 | $5.41B | $5.41B | 43 | 2026-01-31 | → |
| 335 | QUADRANT CAPITAL GROUP LLC | 147253 | $5.40B | $5.40B | 26 | 2026-02-28 | → |
| 336 | CUSO FINANCIAL SERVICES, L.P. | 42132 | $5.38B | $5.38B | 791 | 2025-08-31 | → |
| 337 | TCI WEALTH ADVISORS, INC. | 107373 | $5.37B | $5.37B | 72 | 2026-04-30 | → |
| 338 | WESTERN WEALTH MANAGEMENT LLC | 283545 | $5.36B | $5.36B | 98 | 2026-06-30 | → |
| 339 | ALERA INVESTMENT ADVISORS, LLC | 287906 | $5.29B | $5.29B | 107 | 2026-03-31 | → |
| 340 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | $5.27B | $5.27B | 39 | 2026-03-31 | → |
| 341 | VENTURE VISIONARY PARTNERS LLC | 304237 | $5.24B | $5.24B | 46 | 2026-03-31 | → |
| 342 | STOCKMAN WEALTH MANAGEMENT, INC. | 122166 | $5.24B | $5.24B | 30 | 2026-05-31 | → |
| 343 | LEGACY ADVISORS, LLC | 139830 | $5.17B | $5.17B | 50 | 2026-03-31 | → |
| 344 | ASSET STRATEGY CONSULTANTS LLC | 110800 | $5.16B | $5.16B | 14 | 2026-06-30 | → |
| 345 | STONEX ADVISORS INC. | 174182 | $5.09B | $5.09B | 220 | 2026-06-30 | → |
| 346 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | $5.09B | $5.09B | 6 | 2025-05-31 | → |
| 347 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | $5.09B | $5.09B | 21 | 2026-03-31 | → |
| 348 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | 36026 | $5.06B | $5.06B | 11 | 2026-03-31 | → |
| 349 | THREE BELL CAPITAL LLC | 159736 | $5.05B | $5.05B | 22 | 2026-06-30 | → |
| 350 | NEWPORT GROUP CONSULTING, LLC | 140944 | $5.05B | $5.05B | 31 | 2026-03-31 | → |
| 351 | TFO FAMILY OFFICE PARTNERS, LLC | 159440 | $5.04B | $5.04B | 88 | 2026-06-30 | → |
| 352 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $5.02B | $5.02B | 46 | 2026-03-31 | → |
| 353 | PRECEPT ADVISORY GROUP LLC | 152776 | $5.01B | $5.01B | 8 | 2025-03-31 | → |
| 354 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $5.01B | $5.01B | 198 | 2026-03-31 | → |
| 355 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | $4.98B | $4.98B | 67 | 2026-03-31 | → |
| 356 | ADVANCE CAPITAL MANAGEMENT INC | 110767 | $4.98B | $4.98B | 62 | 2026-03-31 | → |
| 357 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | $4.97B | $4.97B | 13 | 2026-04-30 | → |
| 358 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | $4.96B | $4.96B | 38 | 2026-05-31 | → |
| 359 | DESTINATION WEALTH MANAGEMENT | 110365 | $4.95B | $4.95B | 68 | 2026-04-30 | → |
| 360 | HAMILTON CAPITAL, LLC | 109116 | $4.94B | $4.94B | 90 | 2026-04-30 | → |
| 361 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | $4.93B | $4.93B | 103 | 2026-05-31 | → |
| 362 | FIDUCIARYVEST, LLC | 134351 | $4.93B | $4.93B | 10 | 2026-03-31 | → |
| 363 | HERITAGE WEALTH ADVISORS, LLC | 137484 | $4.86B | $4.86B | 36 | 2026-05-31 | → |
| 364 | PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | $4.79B | $4.79B | 22 | 2025-03-31 | → |
| 365 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | $4.78B | $4.78B | 106 | 2026-05-31 | → |
| 366 | FOSTER GROUP, INC. | 107148 | $4.78B | $4.78B | 93 | 2026-03-31 | → |
| 367 | NATIONS FINANCIAL GROUP, INC. | 44181 | $4.77B | $4.77B | 94 | 2026-03-31 | → |
| 368 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | $4.76B | $4.76B | 59 | 2026-06-30 | → |
| 369 | THE ASCENT GROUP, LLC | 314424 | $4.76B | $4.76B | 44 | 2026-03-31 | → |
| 370 | IFG ADVISORY, LLC | 168012 | $4.76B | $4.76B | 187 | 2026-03-31 | → |
| 371 | MCF ADVISORS, LLC | 130372 | $4.68B | $4.68B | 55 | 2026-05-31 | → |
| 372 | BRAGG FINANCIAL ADVISORS INC | 108780 | $4.67B | $4.67B | 39 | 2026-03-31 | → |
| 373 | CAPITAL ASSET ADVISORY SERVICES, LLC. | 110929 | $4.64B | $4.64B | 136 | 2026-03-31 | → |
| 374 | BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | $4.60B | $4.60B | 32 | 2026-01-31 | → |
| 375 | BTC CAPITAL MANAGEMENT, INC. | 127158 | $4.60B | $4.60B | 17 | 2026-03-31 | → |
| 376 | LINSCOMB WEALTH, INC. | 106779 | $4.57B | $4.57B | 52 | 2026-02-28 | → |
| 377 | WHARTON BUSINESS GROUP, LLC | 133722 | $4.57B | $4.57B | 5 | 2026-03-31 | → |
| 378 | CWA ASSET MANAGEMENT GROUP, LLC | 158940 | $4.51B | $4.51B | 67 | 2026-04-30 | → |
| 379 | SPIRE WEALTH MANAGEMENT, LLC | 113908 | $4.51B | $4.51B | 145 | 2026-06-30 | → |
| 380 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | $4.51B | $4.51B | 34 | 2026-03-31 | → |
| 381 | CX INSTITUTIONAL, LLC | 292627 | $4.46B | $4.46B | 130 | 2026-03-31 | → |
| 382 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $4.44B | $4.44B | 52 | 2026-01-31 | → |
| 383 | ADVISORY ALPHA, LLC | 158282 | $4.37B | $4.37B | 66 | 2026-03-31 | → |
| 384 | GM ADVISORY GROUP, LLC | 147592 | $4.36B | $4.36B | 46 | 2026-03-31 | → |
| 385 | PCA INVESTMENT ADVISORY SERVICES, INC. | 123475 | $4.31B | $4.31B | 15 | 2026-03-31 | → |
| 386 | PALLAS CAPITAL ADVISORS, LLC | 310327 | $4.31B | $4.31B | 28 | 2026-04-30 | → |
| 387 | WILLIS INVESTMENT COUNSEL INC | 111042 | $4.23B | $4.23B | 13 | 2026-04-30 | → |
| 388 | B. RILEY WEALTH ADVISORS, INC. | 115927 | $4.21B | $4.21B | 268 | 2026-03-31 | → |
| 389 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | $4.20B | $4.20B | 14 | 2026-05-31 | → |
| 390 | CLEAR INVESTMENT RESEARCH, LLC | 172685 | $4.19B | $4.19B | 5 | 2026-03-31 | → |
| 391 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 298422 | $4.19B | $4.19B | 64 | 2026-06-30 | → |
| 392 | ESSEX FINANCIAL SERVICES, INC. | 127549 | $4.17B | $4.17B | 46 | 2025-12-31 | → |
| 393 | THE RETIREMENT PLANNING GROUP, LLC | 129625 | $4.16B | $4.16B | 78 | 2026-06-30 | → |
| 394 | WESCOTT FINANCIAL ADVISORY GROUP LLC | 105989 | $4.16B | $4.16B | 48 | 2026-04-30 | → |
| 395 | APRIO WEALTH MANAGEMENT, LLC | 127333 | $4.15B | $4.15B | 55 | 2026-06-30 | → |
| 396 | FOUNDERS FINANCIAL SECURITIES, LLC | 137945 | $4.14B | $4.14B | 139 | 2026-04-30 | → |
| 397 | NWAM, LLC | 147923 | $4.13B | $4.13B | 62 | 2026-03-31 | → |
| 398 | PARKWAY ADVISORS, L.P. | 112629 | $4.13B | $4.13B | 16 | 2026-03-31 | → |
| 399 | GERBER KAWASAKI, INC. | 153649 | $4.11B | $4.11B | 59 | 2026-03-31 | → |
| 400 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | $4.09B | $4.09B | 15 | 2026-06-30 | → |
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