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 | |
|---|---|---|---|---|---|---|---|
| 601 | TWELVE POINTS WEALTH MANAGEMENT LLC | 171107 | $2.24B | $2.24B | 25 | 2026-05-31 | → |
| 602 | KOSS-OLINGER CONSULTING, LLC. | 111855 | $2.23B | $2.23B | 30 | 2026-04-30 | → |
| 603 | HUMAN INVESTING, LLC | 133017 | $2.22B | $2.22B | 28 | 2026-03-31 | → |
| 604 | WEALTHQUEST CORPORATION | 141473 | $2.22B | $2.22B | 42 | 2026-03-31 | → |
| 605 | TPG FINANCIAL ADVISORS, LLC | 141153 | $2.22B | $2.22B | 21 | 2026-03-31 | → |
| 606 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 167995 | $2.22B | $2.22B | 45 | 2026-03-31 | → |
| 607 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 151088 | $2.20B | $2.20B | 26 | 2026-06-30 | → |
| 608 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | 311364 | $2.19B | $2.19B | 34 | 2026-06-30 | → |
| 609 | NADLER FINANCIAL GROUP, INC. | 122617 | $2.18B | $2.18B | 28 | 2026-03-31 | → |
| 610 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | 19608 | $2.18B | $2.18B | 11 | 2026-03-31 | → |
| 611 | CONDOR CAPITAL MANAGEMENT | 104920 | $2.18B | $2.18B | 31 | 2026-03-31 | → |
| 612 | PINNACLE PENSION CONSULTANTS LLC | 133442 | $2.17B | $2.17B | 3 | 2026-03-31 | → |
| 613 | CAPITOL SECURITIES MANAGEMENT, INC. | 14169 | $2.16B | $2.16B | 170 | 2026-03-31 | → |
| 614 | OCTAVIA WEALTH ADVISORS LLC | 306909 | $2.15B | $2.15B | 45 | 2026-06-30 | → |
| 615 | ROOT FINANCIAL PARTNERS, LLC | 290289 | $2.15B | $2.15B | 65 | 2026-06-30 | → |
| 616 | ETHOS FINANCIAL GROUP, LLC | 321748 | $2.14B | $2.14B | 38 | 2026-03-31 | → |
| 617 | FINANCIAL MANAGEMENT NETWORK INC | 110454 | $2.14B | $2.14B | 50 | 2025-12-31 | → |
| 618 | PINNACLE WEALTH PLANNING SERVICES, INC. | 106817 | $2.14B | $2.14B | 35 | 2026-06-30 | → |
| 619 | LAWLEY RETIREMENT ADVISORS, LLC | 282786 | $2.13B | $2.13B | 12 | 2026-03-31 | → |
| 620 | ROUNDVIEW CAPITAL, LLC | 148083 | $2.13B | $2.13B | 13 | 2026-05-31 | → |
| 621 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | 141573 | $2.11B | $2.11B | 3 | 2026-02-28 | → |
| 622 | FIDUCIARY ADVISORS, INC. | 108239 | $2.10B | $2.10B | 4 | 2026-03-31 | → |
| 623 | THE WEALTH ALLIANCE, LLC | 305052 | $2.10B | $2.10B | 29 | 2026-04-30 | → |
| 624 | L.M. KOHN & COMPANY | 27913 | $2.09B | $2.09B | 85 | 2025-04-30 | → |
| 625 | FIRST HEARTLAND CONSULTANTS, INC. | 110377 | $2.09B | $2.09B | 96 | 2026-03-31 | → |
| 626 | UNITED ASSET STRATEGIES INC. | 107434 | $2.09B | $2.09B | 33 | 2026-03-31 | → |
| 627 | NARWHAL CAPITAL MANAGMENT, LLC | 135958 | $2.08B | $2.08B | 18 | 2026-06-30 | → |
| 628 | INDIVISIBLE PARTNERS, LLC | 332431 | $2.08B | $2.08B | 24 | 2026-05-31 | → |
| 629 | AKSIA CA LLC | 159043 | $2.08B | $2.08B | 51 | 2025-03-31 | → |
| 630 | HUB INVESTMENT ADVISORS, INC | 164600 | $2.07B | $2.07B | 9 | 2026-01-31 | → |
| 631 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 107316 | $2.07B | $2.07B | 34 | 2026-03-31 | → |
| 632 | SEGMENT WEALTH MANAGEMENT, LLC | 164877 | $2.07B | $2.07B | 12 | 2026-05-31 | → |
| 633 | IC ADVISORY SERVICES, INC. | 140190 | $2.06B | $2.06B | 220 | 2025-03-31 | → |
| 634 | INSCRIPTION CAPITAL, LLC | 291780 | $2.05B | $2.05B | 20 | 2026-03-31 | → |
| 635 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 317377 | $2.04B | $2.04B | 22 | 2026-03-31 | → |
| 636 | PROVISE MANAGEMENT GROUP, LLC | 105375 | $2.03B | $2.03B | 22 | 2026-06-30 | → |
| 637 | AVITY INVESTMENT MANAGEMENT INC. | 104623 | $2.03B | $2.03B | 8 | 2026-06-30 | → |
| 638 | MADISON AVENUE SECURITIES, LLC | 23224 | $2.02B | $2.02B | 125 | 2026-05-31 | → |
| 639 | PRONVEST, LLC DBA FUTURE CAPITAL | 119081 | $2.02B | $2.02B | 30 | 2026-03-31 | → |
| 640 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 116091 | $2.01B | $2.01B | 16 | 2026-05-31 | → |
| 641 | PHYSICIAN WEALTH ADVISORS, INC. | 106043 | $2.01B | $2.01B | 15 | 2026-03-31 | → |
| 642 | JNBA FINANCIAL ADVISORS, LLC | 106550 | $2.01B | $2.01B | 36 | 2026-03-31 | → |
| 643 | WELL DONE, LLC | 173736 | $2.00B | $2.00B | 26 | 2026-03-31 | → |
| 644 | SILVEROAK WEALTH MANAGEMENT LLC | 110532 | $2.00B | $2.00B | 23 | 2026-03-31 | → |
| 645 | BALEFIRE, LLC | 168733 | $1.99B | $1.99B | 38 | 2026-03-31 | → |
| 646 | COMPERIO RETIREMENT CONSULTING, INC. | 140786 | $1.99B | $1.99B | 4 | 2026-03-31 | → |
| 647 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | 101080 | $1.98B | $1.98B | 105 | 2026-06-30 | → |
| 648 | CABLE HILL PARTNERS, LLC | 168252 | $1.98B | $1.98B | 29 | 2025-03-31 | → |
| 649 | ABOUND WEALTH MANAGEMENT, LLC | 285903 | $1.95B | $1.95B | 41 | 2026-06-30 | → |
| 650 | BENSLER, LLC | 310849 | $1.94B | $1.94B | 46 | 2026-06-30 | → |
| 651 | CFO4LIFE GROUP, LLC | 287600 | $1.94B | $1.94B | 22 | 2026-06-30 | → |
| 652 | REBALANCE LLC | 158242 | $1.93B | $1.93B | 18 | 2026-05-31 | → |
| 653 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | 323060 | $1.93B | $1.93B | 20 | 2026-04-30 | → |
| 654 | MEYERS WEALTH MANAGEMENT, LLC | 289801 | $1.93B | $1.93B | 10 | 2026-05-31 | → |
| 655 | FIRST PACIFIC FINANCIAL, INC. | 284736 | $1.93B | $1.93B | 33 | 2026-05-31 | → |
| 656 | ROSSMORE PRIVATE CAPITAL, LLC | 288453 | $1.92B | $1.92B | 10 | 2026-03-31 | → |
| 657 | SHP WEALTH MANAGEMENT, LLC | 174697 | $1.92B | $1.92B | 52 | 2026-06-30 | → |
| 658 | NOVARE CAPITAL MANAGEMENT | 117949 | $1.92B | $1.92B | 23 | 2026-06-30 | → |
| 659 | CONTINUUM ADVISORY, LLC | 283155 | $1.91B | $1.91B | 66 | 2026-03-31 | → |
| 660 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | 112155 | $1.91B | $1.91B | 25 | 2026-03-31 | → |
| 661 | D'ANNUNZIO CONSULTING GROUP, LLC | 144422 | $1.90B | $1.90B | 4 | 2026-03-31 | → |
| 662 | RETIREMENT MANAGEMENT SYSTEMS, INC. | 150351 | $1.89B | $1.89B | 11 | 2026-05-31 | → |
| 663 | CAPITAL MANAGEMENT ASSOCIATES INC | 105010 | $1.88B | $1.88B | 17 | 2026-03-31 | → |
| 664 | AXIA ADVISORY CORP | 107571 | $1.88B | $1.88B | 4 | 2026-05-31 | → |
| 665 | SOVRAN ADVISORS, LLC | 329415 | $1.87B | $1.87B | 64 | 2026-03-31 | → |
| 666 | WINDWARD CAPITAL MANAGEMENT CO | 106908 | $1.86B | $1.86B | 7 | 2026-06-30 | → |
| 667 | ASHTON THOMAS SECURITIES, LLC | 16629 | $1.86B | $1.86B | 46 | 2026-06-30 | → |
| 668 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 170602 | $1.86B | $1.86B | 91 | 2026-03-31 | → |
| 669 | COLONIAL TRUST ADVISORS, INC. | 110257 | $1.85B | $1.85B | 28 | 2026-06-30 | → |
| 670 | CLARITY FINANCIAL, LLC | 150661 | $1.84B | $1.84B | 16 | 2026-05-31 | → |
| 671 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | 109134 | $1.84B | $1.84B | 14 | 2026-03-31 | → |
| 672 | WEST COAST FINANCIAL, LLC | 104677 | $1.84B | $1.84B | 42 | 2025-03-31 | → |
| 673 | INDEPENDENCE SQUARE HOLDINGS, LLC | 300139 | $1.83B | $1.83B | 37 | 2026-03-31 | → |
| 674 | BERMAN MCALEER, LLC | 332906 | $1.82B | $1.82B | 29 | 2026-03-31 | → |
| 675 | VIEW CAPITAL RIA, LP | 130678 | $1.82B | $1.82B | 18 | 2026-03-31 | → |
| 676 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 171278 | $1.80B | $1.80B | 22 | 2026-03-31 | → |
| 677 | PARKWOODS WEALTH PARTNERS, LLC | 331565 | $1.79B | $1.79B | 46 | 2026-06-30 | → |
| 678 | NBC SECURITIES, INC. | 17870 | $1.78B | $1.78B | 68 | 2026-06-30 | → |
| 679 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | $1.77B | $1.77B | 14 | 2026-05-31 | → |
| 680 | CAHILL FINANCIAL ADVISORS, INC. | 109890 | $1.77B | $1.77B | 22 | 2026-03-31 | → |
| 681 | GREENWOOD CAPITAL ASSOCIATES, LLC | 115015 | $1.77B | $1.77B | 21 | 2026-04-30 | → |
| 682 | CALIBER WEALTH MANAGEMENT, LLC | 331165 | $1.76B | $1.76B | 24 | 2026-06-30 | → |
| 683 | INTRUA FINANCIAL LLC | 281554 | $1.75B | $1.75B | 53 | 2026-05-31 | → |
| 684 | MERIDIAN WEALTH ADVISORS, LLC | 282609 | $1.74B | $1.74B | 12 | 2026-04-30 | → |
| 685 | WORLD INVESTMENTS, INC. | 20626 | $1.73B | $1.73B | 217 | 2025-10-31 | → |
| 686 | RW INVESTMENT MANAGEMENT LLC | 282707 | $1.73B | $1.73B | 20 | 2026-03-31 | → |
| 687 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | 150570 | $1.73B | $1.73B | 21 | 2026-03-31 | → |
| 688 | LIBERTY WEALTH MANAGEMENT, LLC | 286001 | $1.73B | $1.73B | 43 | 2026-05-31 | → |
| 689 | NOVEM GROUP | 158964 | $1.72B | $1.72B | 52 | 2026-02-28 | → |
| 690 | ARGENT ADVISORS, INC. | 112028 | $1.71B | $1.71B | 27 | 2026-03-31 | → |
| 691 | INVICTUS PRIVATE WEALTH, LLC | 317727 | $1.71B | $1.71B | 6 | 2026-03-31 | → |
| 692 | P/E GLOBAL LLC | 155642 | $1.71B | $1.71B | 62 | 2026-03-31 | → |
| 693 | GILBERT & COOK, INC. | 283112 | $1.70B | $1.70B | 32 | 2026-06-30 | → |
| 694 | RAFFA WEALTH MANAGEMENT LLC | 136971 | $1.70B | $1.70B | 9 | 2026-03-31 | → |
| 695 | PRISM FINANCIAL GROUP, L.L.C. | 112315 | $1.70B | $1.70B | 9 | 2025-02-28 | → |
| 696 | CORUNDUM GROUP, INC. | 106490 | $1.69B | $1.69B | 12 | 2026-05-31 | → |
| 697 | CRA FINANCIAL SERVICES, L.L.C. | 124004 | $1.69B | $1.69B | 14 | 2026-05-31 | → |
| 698 | MAGNOLIA CAPITAL ADVISORS LLC | 298398 | $1.69B | $1.69B | 18 | 2026-03-31 | → |
| 699 | SIGNAL ADVISORS WEALTH, LLC | 301086 | $1.69B | $1.69B | 37 | 2026-05-31 | → |
| 700 | WELLINGTON CONSULTING SERVICES INC | 105837 | $1.69B | $1.69B | 13 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30