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 | |
|---|---|---|---|---|---|---|---|
| 701 | PETREDIS INVESTMENT ADVISORS LLC | 322371 | $1.69B | $1.69B | 10 | 2026-03-31 | → |
| 702 | CLEARWATER CAPITAL ADVISORS, LLC | 139886 | $1.68B | $1.68B | 23 | 2026-05-31 | → |
| 703 | WEATHERLY ASSET MANAGEMENT LP | 106935 | $1.68B | $1.68B | 16 | 2026-02-28 | → |
| 704 | DHK FINANCIAL ADVISORS INC | 106126 | $1.68B | $1.68B | 5 | 2025-03-31 | → |
| 705 | CANNON FINANCIAL STRATEGISTS, INC. | 133509 | $1.67B | $1.67B | 33 | 2026-03-31 | → |
| 706 | ORANGE INVESTMENT ADVISORS, INC. | 107387 | $1.67B | $1.67B | 18 | 2026-03-31 | → |
| 707 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 128199 | $1.66B | $1.66B | 14 | 2026-03-31 | → |
| 708 | JOURNEY ADVISORY GROUP, LLC | 171919 | $1.65B | $1.65B | 31 | 2026-06-30 | → |
| 709 | PERSONAL CFO SOLUTIONS LLC | 158248 | $1.65B | $1.65B | 18 | 2026-03-31 | → |
| 710 | STRATEGIC WEALTH PARTNERS, LTD. | 148586 | $1.64B | $1.64B | 24 | 2026-03-31 | → |
| 711 | BUCK WEALTH STRATEGIES, LLC | 322138 | $1.64B | $1.64B | 102 | 2026-06-30 | → |
| 712 | AVEO CAPITAL PARTNERS, LLC | 157728 | $1.64B | $1.64B | 27 | 2025-04-30 | → |
| 713 | PROVENIO CAPITAL MANAGEMENT LLC | 333009 | $1.63B | $1.63B | 11 | 2026-03-31 | → |
| 714 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | $1.63B | $1.63B | 11 | 2026-04-30 | → |
| 715 | TRIVIUM POINT ADVISORY, LLC | 292182 | $1.63B | $1.63B | 38 | 2026-03-31 | → |
| 716 | DESCHUTES PORTFOLIO STRATEGY, LLC | 155424 | $1.63B | $1.63B | 11 | 2026-03-31 | → |
| 717 | INTREPID CAPITAL MANAGEMENT INC | 108516 | $1.62B | $1.62B | 16 | 2026-05-31 | → |
| 718 | L. ROY PAPP & ASSOCIATES, LLP | 105130 | $1.62B | $1.62B | 10 | 2026-05-31 | → |
| 719 | PASADENA PRIVATE WEALTH, LLC | 295178 | $1.62B | $1.62B | 19 | 2026-05-31 | → |
| 720 | ISC ADVISORS, INC. | 166586 | $1.62B | $1.62B | 30 | 2026-03-31 | → |
| 721 | FORTIS CAPITAL ADVISORS, LLC | 309709 | $1.62B | $1.62B | 68 | 2026-06-30 | → |
| 722 | NBT CAPITAL MANAGEMENT, INC. | 104932 | $1.61B | $1.61B | 15 | 2026-06-30 | → |
| 723 | BOUCHEY FINANCIAL GROUP LTD | 111824 | $1.61B | $1.61B | 21 | 2026-03-31 | → |
| 724 | NAVITER WEALTH, LLC | 311508 | $1.60B | $1.60B | 15 | 2026-05-31 | → |
| 725 | CGN ADVISORS, LLC | 159359 | $1.60B | $1.60B | 51 | 2026-06-30 | → |
| 726 | BEAM WEALTH ADVISORS, INC. | 109867 | $1.60B | $1.60B | 27 | 2026-04-30 | → |
| 727 | TRIBRIDGE PARTNERS FINANCIAL LLC | 326489 | $1.60B | $1.60B | 23 | 2026-06-30 | → |
| 728 | MEANS INVESTMENT CO., INC. | 2748 | $1.59B | $1.59B | 24 | 2026-03-31 | → |
| 729 | CONSOLIDATED PORTFOLIO REVIEW CORP | 112694 | $1.59B | $1.59B | 56 | 2026-06-30 | → |
| 730 | ROLLINS FINANCIAL ADVISORS, LLC | 312921 | $1.59B | $1.59B | 14 | 2026-04-30 | → |
| 731 | COMPASS ION ADVISORS, LLC | 166418 | $1.59B | $1.59B | 24 | 2026-03-31 | → |
| 732 | MARSHALL + STERLING WEALTH ADVISORS, INC. | 164345 | $1.59B | $1.59B | 15 | 2026-05-31 | → |
| 733 | LAKE HILL CAPITAL MANAGEMENT, LLC | 166526 | $1.58B | $1.58B | 8 | 2026-03-31 | → |
| 734 | THRIVE WEALTH MANAGEMENT, LLC | 168777 | $1.58B | $1.58B | 15 | 2026-03-31 | → |
| 735 | PETERSEN HASTINGS WEALTH ADVISORS, INC. | 110952 | $1.58B | $1.58B | 19 | 2026-04-30 | → |
| 736 | CALTON & ASSOCIATES, INC. | 20999 | $1.58B | $1.58B | 373 | 2026-05-31 | → |
| 737 | TYCHE WEALTH PARTNERS LLC | 326006 | $1.57B | $1.57B | 17 | 2026-06-30 | → |
| 738 | INVST, LLC | 282863 | $1.57B | $1.57B | 65 | 2026-04-30 | → |
| 739 | ABUNDANCE WEALTH COUNSELORS, LLC | 111740 | $1.56B | $1.56B | 30 | 2026-02-28 | → |
| 740 | MJP ASSOCIATES, INC. | 127654 | $1.56B | $1.56B | 21 | 2026-06-30 | → |
| 741 | BURTON ENRIGHT WELCH | 118376 | $1.55B | $1.55B | 19 | 2026-03-31 | → |
| 742 | REGATTA CAPITAL GROUP, LLC | 145363 | $1.55B | $1.55B | 18 | 2026-03-31 | → |
| 743 | MURRAY FINANCIAL GROUP, LLC | 157626 | $1.55B | $1.55B | 17 | 2026-02-28 | → |
| 744 | ANNANDALE CAPITAL, LLC | 136667 | $1.55B | $1.55B | 5 | 2026-03-31 | → |
| 745 | HEARTWOOD WEALTH ADVISORS, LLC | 300273 | $1.55B | $1.55B | 13 | 2026-04-30 | → |
| 746 | CUTLER INVESTMENT COUNSEL, LLC | 128483 | $1.54B | $1.54B | 24 | 2026-03-31 | → |
| 747 | FINANCIAL SYMMETRY INCORPORATED | 118443 | $1.54B | $1.54B | 35 | 2026-05-31 | → |
| 748 | WEALTHSTREAM ADVISORS, INC. | 129428 | $1.54B | $1.54B | 22 | 2025-03-31 | → |
| 749 | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | 284430 | $1.54B | $1.54B | 23 | 2026-06-30 | → |
| 750 | TULSA WEALTH ADVISORS, INC. | 337956 | $1.54B | $1.54B | 27 | 2026-03-31 | → |
| 751 | BFSG, LLC | 143617 | $1.54B | $1.54B | 31 | 2026-06-30 | → |
| 752 | SEACREST WEALTH MANAGEMENT, LLC | 147092 | $1.53B | $1.53B | 47 | 2026-03-31 | → |
| 753 | KINGS PATH PARTNERS LLC | 269876 | $1.53B | $1.53B | 8 | 2026-02-28 | → |
| 754 | TRIUNE FINANCIAL PARTNERS, LLC | 152277 | $1.52B | $1.52B | 24 | 2026-03-31 | → |
| 755 | TAMAR SECURITIES, LLC | 153991 | $1.52B | $1.52B | 22 | 2026-04-30 | → |
| 756 | ANDERSON FINANCIAL PARTNERS, INC. | 126641 | $1.52B | $1.52B | 4 | 2026-03-31 | → |
| 757 | ASCENT WEALTH PARTNERS, LLC | 158898 | $1.52B | $1.52B | 17 | 2026-03-31 | → |
| 758 | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. | 173790 | $1.52B | $1.52B | 30 | 2026-02-28 | → |
| 759 | LEGACY CAPITAL WEALTH PARTNERS, LLC | 291960 | $1.52B | $1.52B | 21 | 2026-06-30 | → |
| 760 | OPUS CAPITAL GROUP, LLC | 106528 | $1.51B | $1.51B | 7 | 2026-03-31 | → |
| 761 | DRIVE WEALTH MANAGEMENT, LLC | 174728 | $1.50B | $1.50B | 17 | 2026-04-30 | → |
| 762 | CAPITAL PLANNING ADVISORS LLC | 170266 | $1.50B | $1.50B | 10 | 2026-03-31 | → |
| 763 | FORUSALL ADVISORS, LLC | 167241 | $1.50B | $1.50B | 11 | 2026-03-31 | → |
| 764 | RETIREMENT INVESTMENT ADVISORS INC | 106316 | $1.49B | $1.49B | 15 | 2026-03-31 | → |
| 765 | ARCHFORD CAPITAL STRATEGIES, LLC | 164482 | $1.49B | $1.49B | 45 | 2026-04-30 | → |
| 766 | ALLIED INVESTMENT ADVISORS LLC | 159103 | $1.49B | $1.49B | 12 | 2026-02-28 | → |
| 767 | APRIEM ADVISORS | 108188 | $1.49B | $1.49B | 17 | 2026-03-31 | → |
| 768 | SPARTAN WEALTH ADVISORY SERVICES LLC | 331719 | $1.48B | $1.48B | 31 | 2026-05-31 | → |
| 769 | QUANTUM FINANCIAL ADVISORS, LLC | 317386 | $1.48B | $1.48B | 16 | 2026-06-30 | → |
| 770 | TBH GLOBAL ASSET MANAGEMENT, LLC | 145536 | $1.48B | $1.48B | 22 | 2026-03-31 | → |
| 771 | TA REALTY LLC | 108586 | $1.48B | $1.48B | 152 | 2026-05-31 | → |
| 772 | SARGENT INVESTMENT GROUP, LLC | 297499 | $1.48B | $1.48B | 18 | 2026-05-31 | → |
| 773 | HHM WEALTH ADVISORS, LLC | 150843 | $1.47B | $1.47B | 20 | 2026-03-31 | → |
| 774 | HORAN WEALTH, LLC | 333974 | $1.47B | $1.47B | 32 | 2026-06-30 | → |
| 775 | CJM WEALTH ADVISERS, LTD. | 107750 | $1.47B | $1.47B | 13 | 2026-06-30 | → |
| 776 | MARTEL WEALTH ADVISORS INC | 296896 | $1.46B | $1.46B | 13 | 2026-01-31 | → |
| 777 | REDHAWK WEALTH ADVISORS, INC. | 146616 | $1.46B | $1.46B | 55 | 2026-06-30 | → |
| 778 | ICAPITAL, LLC | 122816 | $1.45B | $1.45B | 9 | 2026-03-31 | → |
| 779 | KEATING FINANCIAL ADVISORY SERVICES, INC. | 142772 | $1.45B | $1.45B | 65 | 2026-03-31 | → |
| 780 | APOLLON FINANCIAL, LLC | 321217 | $1.45B | $1.45B | 29 | 2026-06-30 | → |
| 781 | NORTHEAST FINANCIAL GROUP, INC. | 122609 | $1.44B | $1.44B | 1 | 2026-03-31 | → |
| 782 | FUSION FAMILY WEALTH, LLC | 168254 | $1.44B | $1.44B | 8 | 2026-03-31 | → |
| 783 | MV CAPITAL MANAGEMENT, INC. | 139034 | $1.44B | $1.44B | 8 | 2026-03-31 | → |
| 784 | PINKERTON WEALTH, LLC | 120973 | $1.44B | $1.44B | 49 | 2026-06-30 | → |
| 785 | IRONSHORE FINANCIAL, LLC | 294053 | $1.44B | $1.44B | 1 | 2026-03-31 | → |
| 786 | BAY COLONY ADVISORY GROUP, INC. | 152583 | $1.43B | $1.43B | 36 | 2026-03-31 | → |
| 787 | PORTSIDE WEALTH GROUP, LLC | 325175 | $1.43B | $1.43B | 54 | 2026-06-30 | → |
| 788 | SANDERSON WEALTH MANAGEMENT, LLC | 118910 | $1.43B | $1.43B | 19 | 2026-03-31 | → |
| 789 | TRUE PRIVATE WEALTH ADVISORS, LLC | 164947 | $1.43B | $1.43B | 22 | 2026-05-31 | → |
| 790 | NOTTINGHAM ADVISORS INC. | 104928 | $1.43B | $1.43B | 11 | 2026-03-31 | → |
| 791 | MBL WEALTH, LLC | 305176 | $1.42B | $1.42B | 14 | 2026-03-31 | → |
| 792 | FOURSTAR WEALTH ADVISORS, LLC | 169613 | $1.42B | $1.42B | 48 | 2026-03-31 | → |
| 793 | AA FINANCIAL ADVISORS, LLC | 119829 | $1.42B | $1.42B | 29 | 2026-06-30 | → |
| 794 | GPS WEALTH STRATEGIES GROUP, LLC | 285507 | $1.42B | $1.42B | 5 | 2025-12-31 | → |
| 795 | SOUDERS FINANCIAL ADVISORS, LLC | 296780 | $1.41B | $1.41B | 21 | 2026-03-31 | → |
| 796 | GREENE WEALTH MANAGEMENT, LLC | 137810 | $1.41B | $1.41B | 9 | 2026-04-30 | → |
| 797 | CLARO ADVISORS INC. | 160294 | $1.41B | $1.41B | 37 | 2026-06-30 | → |
| 798 | SEVEN SPRINGS WEALTH GROUP, LLC | 127411 | $1.41B | $1.41B | 15 | 2026-06-30 | → |
| 799 | MARINO, STRAM AND ASSOCIATES LLC | 107768 | $1.41B | $1.41B | 19 | 2026-06-30 | → |
| 800 | SILICON VALLEY RETIREMENT SERVICES, LLC | 154756 | $1.40B | $1.40B | 2 | 2026-02-28 | → |
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