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 | |
|---|---|---|---|---|---|---|---|
| 401 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 151298 | $4.07B | $4.07B | 85 | 2025-09-30 | → |
| 402 | PROMANAGE, LLC | 133357 | $4.06B | $4.06B | 9 | 2026-06-30 | → |
| 403 | APEXIUM FINANCIAL LP | 283726 | $4.02B | $4.02B | 15 | 2025-10-31 | → |
| 404 | BLUESPRING WEALTH MANAGEMENT, LLC | 152667 | $4.02B | $4.02B | 41 | 2026-06-30 | → |
| 405 | JFS WEALTH ADVISORS, LLC | 145051 | $4.01B | $4.01B | 86 | 2026-03-31 | → |
| 406 | ADVUS FINANCIAL PARTNERS, LLC | 311990 | $3.97B | $3.97B | 16 | 2026-06-30 | → |
| 407 | FINANCIAL INTEGRITY ADVISORS, LLC | 130458 | $3.96B | $3.96B | 2 | 2026-03-31 | → |
| 408 | INSPIRE INVESTING, LLC | 171988 | $3.96B | $3.96B | 33 | 2026-03-31 | → |
| 409 | WEALTHCARE CAPITAL MANAGEMENT LLC | 111119 | $3.93B | $3.93B | 54 | 2026-05-31 | → |
| 410 | IMA ADVISORY SERVICES, INC. | 112091 | $3.90B | $3.90B | 50 | 2026-05-31 | → |
| 411 | JOHNSON STERLING, INC. | 106379 | $3.90B | $3.90B | 10 | 2026-03-31 | → |
| 412 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 124845 | $3.90B | $3.90B | 53 | 2026-04-30 | → |
| 413 | TWO WEST CAPITAL ADVISORS LLC | 154543 | $3.89B | $3.89B | 15 | 2026-05-31 | → |
| 414 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 309550 | $3.88B | $3.88B | 58 | 2026-04-30 | → |
| 415 | G. W. HENSSLER & ASSOCIATES, LTD | 104545 | $3.81B | $3.81B | 88 | 2026-03-31 | → |
| 416 | KINGSWOOD WEALTH ADVISORS, LLC | 288792 | $3.80B | $3.80B | 88 | 2026-05-31 | → |
| 417 | SOUTHSTATE ADVISORY, INC. | 153113 | $3.78B | $3.78B | 22 | 2025-06-30 | → |
| 418 | NEXT FINANCIAL GROUP, INC. | 46214 | $3.77B | $3.77B | 564 | 2025-08-31 | → |
| 419 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | $3.76B | $3.76B | 24 | 2026-03-31 | → |
| 420 | FOREST CAPITAL MANAGEMENT, LLC | 171659 | $3.75B | $3.75B | 11 | 2026-03-31 | → |
| 421 | TRB WEALTH MANAGEMENT, LLC | 309370 | $3.74B | $3.74B | 15 | 2026-03-31 | → |
| 422 | POPULAR ASSET MANAGEMENT LLC | 313653 | $3.71B | $3.71B | 15 | 2026-06-30 | → |
| 423 | WEALTH MANAGEMENT NEBRASKA LLC | 137080 | $3.71B | $3.71B | 61 | 2026-06-30 | → |
| 424 | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | 159499 | $3.62B | $3.62B | 22 | 2026-01-31 | → |
| 425 | SAX WEALTH ADVISORS, LLC | 119193 | $3.60B | $3.60B | 39 | 2026-06-30 | → |
| 426 | COURIER CAPITAL, LLC | 282485 | $3.59B | $3.59B | 26 | 2026-03-31 | → |
| 427 | VENTURI WEALTH MANAGEMENT, LLC | 169576 | $3.58B | $3.58B | 38 | 2026-03-31 | → |
| 428 | ABACUS WEALTH PARTNERS, LLC | 128590 | $3.58B | $3.58B | 65 | 2026-05-31 | → |
| 429 | STEELE CAPITAL MANAGEMENT, INC. | 107097 | $3.55B | $3.55B | 15 | 2026-03-31 | → |
| 430 | RETIREMENT PLAN ADVISORS, LLC | 122758 | $3.54B | $3.54B | 47 | 2026-03-31 | → |
| 431 | ONEASCENT FINANCIAL SERVICES LLC | 284549 | $3.54B | $3.54B | 161 | 2026-06-30 | → |
| 432 | GREENWICH WEALTH MANAGEMENT LLC | 142820 | $3.52B | $3.52B | 13 | 2026-03-31 | → |
| 433 | BRYN MAWR TRUST ADVISORS, LLC | 285359 | $3.51B | $3.51B | 87 | 2026-04-30 | → |
| 434 | WESTERN INTERNATIONAL SECURITIES, INC. | 39262 | $3.51B | $3.51B | 407 | 2025-06-30 | → |
| 435 | LINDBROOK CAPITAL, LLC | 155812 | $3.50B | $3.50B | 10 | 2025-02-28 | → |
| 436 | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | 123898 | $3.49B | $3.49B | 16 | 2026-03-31 | → |
| 437 | ADVISOR RESOURCE COUNCIL | 164109 | $3.49B | $3.49B | 119 | 2026-03-31 | → |
| 438 | KATHMERE CAPITAL MANAGEMENT, LLC | 305118 | $3.48B | $3.48B | 24 | 2026-03-31 | → |
| 439 | MORTON CAPITAL MANAGEMENT, LLC | 141250 | $3.47B | $3.47B | 58 | 2026-05-31 | → |
| 440 | DONALDSON CAPITAL MANAGEMENT LLC | 106131 | $3.46B | $3.46B | 68 | 2026-04-30 | → |
| 441 | WEDMONT PRIVATE CAPITAL, LLC | 305815 | $3.44B | $3.44B | 14 | 2026-05-31 | → |
| 442 | ARVEST INVESTMENTS, INC. | 42057 | $3.44B | $3.44B | 238 | 2026-03-31 | → |
| 443 | MOORS & CABOT, INC. | 594 | $3.44B | $3.44B | 121 | 2025-09-30 | → |
| 444 | LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | $3.40B | $3.40B | 36 | 2026-05-31 | → |
| 445 | TRANSFORM WEALTH, LLC. | 283403 | $3.38B | $3.38B | 31 | 2025-03-31 | → |
| 446 | STOKES FAMILY OFFICE LLC | 300899 | $3.35B | $3.35B | 14 | 2026-04-30 | → |
| 447 | SOVEREIGN INVESTMENT ADVISORS LLC | 149040 | $3.31B | $3.31B | 8 | 2026-06-30 | → |
| 448 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 128591 | $3.31B | $3.31B | 28 | 2026-03-31 | → |
| 449 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | $3.30B | $3.30B | 17 | 2026-03-31 | → |
| 450 | CERTUITY, LLC | 129505 | $3.30B | $3.30B | 35 | 2026-04-30 | → |
| 451 | XML FINANCIAL, LLC | 284987 | $3.30B | $3.30B | 54 | 2026-06-30 | → |
| 452 | STRATEGIES WEALTH ADVISORS, LLC | 289913 | $3.29B | $3.29B | 31 | 2026-04-30 | → |
| 453 | PFG ADVISORS, LLC | 173344 | $3.26B | $3.26B | 112 | 2026-03-31 | → |
| 454 | BLB & B ADVISORS, LLC | 139096 | $3.26B | $3.26B | 32 | 2026-03-31 | → |
| 455 | MONOGRAPH WEALTH ADVISORS, LLC | 173949 | $3.25B | $3.25B | 20 | 2026-03-31 | → |
| 456 | MEYER HANDELMAN COMPANY LLC | 107309 | $3.24B | $3.24B | 18 | 2026-03-31 | → |
| 457 | AMERICAN REALTY ADVISORS, LLC | 107965 | $3.24B | $3.24B | 70 | 2026-04-30 | → |
| 458 | CUMBERLAND ADVISORS, LLC | 107964 | $3.22B | $3.22B | 36 | 2026-02-28 | → |
| 459 | TRILOGY CAPITAL, INC. | 281597 | $3.21B | $3.21B | 74 | 2026-06-30 | → |
| 460 | EVENSKY & KATZ, LLC | 109698 | $3.21B | $3.21B | 44 | 2026-03-31 | → |
| 461 | M HOLDINGS SECURITIES, INC. | 43285 | $3.21B | $3.21B | 1,442 | 2026-03-31 | → |
| 462 | PRINCIPLE WEALTH PARTNERS LLC | 290180 | $3.20B | $3.20B | 28 | 2026-06-30 | → |
| 463 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | $3.20B | $3.20B | 66 | 2026-06-30 | → |
| 464 | LUTZ FINANCIAL SERVICES, LLC | 117273 | $3.19B | $3.19B | 22 | 2026-03-31 | → |
| 465 | GIRARD ADVISORY SERVICES, LLC | 39163 | $3.18B | $3.18B | 60 | 2026-03-31 | → |
| 466 | LION STREET ADVISORS, LLC | 167610 | $3.18B | $3.18B | 152 | 2025-04-30 | → |
| 467 | LCP INSTITUTIONAL, LLC | 325133 | $3.18B | $3.18B | 8 | 2026-03-31 | → |
| 468 | CSENGE ADVISORY GROUP, LLC | 131167 | $3.17B | $3.17B | 74 | 2026-03-31 | → |
| 469 | MIDLAND WEALTH ADVISORS, LLC | 324997 | $3.16B | $3.16B | 32 | 2026-04-30 | → |
| 470 | ADVISORNET FINANCIAL, INC. | 113074 | $3.15B | $3.15B | 131 | 2026-03-31 | → |
| 471 | FAIRCOURT PARTNERS, LLC | 295508 | $3.12B | $3.12B | 4 | 2026-05-31 | → |
| 472 | EARNED WEALTH ADVISORS, LLC | 108052 | $3.11B | $3.11B | 35 | 2026-03-31 | → |
| 473 | WINTHROP ADVISORY GROUP, LLC | 288178 | $3.10B | $3.10B | 40 | 2026-06-30 | → |
| 474 | SVB WEALTH LLC | 172832 | $3.10B | $3.10B | 73 | 2026-03-31 | → |
| 475 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | $3.09B | $3.09B | 19 | 2026-03-31 | → |
| 476 | RED DOOR WEALTH MANAGEMENT, LLC | 153235 | $3.09B | $3.09B | 19 | 2026-06-30 | → |
| 477 | THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | $3.08B | $3.08B | 17 | 2026-03-31 | → |
| 478 | EFFICIENT ADVISORS, LLC | 150144 | $3.08B | $3.08B | 14 | 2026-03-31 | → |
| 479 | 1900 WEALTH MANAGEMENT LLC | 175346 | $3.07B | $3.07B | 22 | 2026-03-31 | → |
| 480 | GHP INVESTMENT ADVISORS INC | 107563 | $3.06B | $3.06B | 25 | 2026-03-31 | → |
| 481 | TRUWEALTH ADVISORS, LLC | 306876 | $3.05B | $3.05B | 3 | 2026-05-31 | → |
| 482 | CERTIFIED ADVISORY CORP | 120990 | $3.04B | $3.04B | 39 | 2026-03-31 | → |
| 483 | PARADIGM GLOBAL INVESTORS, LLC | 338287 | $3.03B | $3.03B | 4 | 2026-03-31 | → |
| 484 | VICUS CAPITAL, INC. | 116021 | $2.99B | $2.99B | 84 | 2026-03-31 | → |
| 485 | MARCUM WEALTH, LLC | 134628 | $2.97B | $2.97B | 38 | 2025-05-31 | → |
| 486 | RETIREMENT INCOME SOLUTIONS, INC. | 110145 | $2.97B | $2.97B | 26 | 2026-05-31 | → |
| 487 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | $2.96B | $2.96B | 100 | 2026-03-31 | → |
| 488 | RESONANT CAPITAL ADVISORS, LLC | 298451 | $2.96B | $2.96B | 25 | 2026-06-30 | → |
| 489 | IWC INVESTMENT PARTNERS A/S | 287869 | $2.95B | $2.95B | 30 | 2026-03-31 | → |
| 490 | CREATIVE FINANCIAL DESIGNS, INC. | 109032 | $2.94B | $2.94B | 170 | 2026-03-31 | → |
| 491 | BEDEL FINANCIAL CONSULTING INC | 105653 | $2.92B | $2.92B | 28 | 2026-04-30 | → |
| 492 | TRANSCEND CAPITAL ADVISORS, LLC | 299723 | $2.91B | $2.91B | 39 | 2026-03-31 | → |
| 493 | FLEXPATH STRATEGIES LLC | 174306 | $2.91B | $2.91B | 5 | 2026-06-30 | → |
| 494 | FARTHER ASSET MANAGEMENT, LLC | 325807 | $2.91B | $2.91B | 7 | 2026-03-31 | → |
| 495 | HARDY REED, LLC | 141024 | $2.89B | $2.89B | 18 | 2026-04-30 | → |
| 496 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | $2.89B | $2.89B | 14 | 2026-03-31 | → |
| 497 | RMR WEALTH BUILDERS, INC. | 169005 | $2.89B | $2.89B | 64 | 2026-04-30 | → |
| 498 | REGAL INVESTMENT ADVISORS LLC | 125004 | $2.88B | $2.88B | 131 | 2026-05-31 | → |
| 499 | CAPSTONE FINANCIAL ADVISORS INC | 109341 | $2.87B | $2.87B | 30 | 2026-03-31 | → |
| 500 | VERIS WEALTH PARTNERS, LLC | 143588 | $2.86B | $2.86B | 31 | 2026-03-31 | → |
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