Research Report · 2026-06-30
Registered Investment Advisers with Insurance Affiliations
SEC-registered investment advisers that report a related insurance affiliation, ranked by AUM.
Firms
1,000
Total AUM
$7.31T
Median AUM
$776.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | THE RETIREMENT GUYS FORMULA LLC | 168561 | $276.9M | $276.9M | 7 | 2026-02-28 | → |
| 902 | CENTERPOINT ADVISORY GROUP, LLC | 324181 | $276.3M | $276.3M | 7 | 2026-03-31 | → |
| 903 | STRAUSS WEALTH ADVISING, INC. | 310512 | $276.0M | $276.0M | 6 | 2026-02-28 | → |
| 904 | KUBHERA ENTERPRISES LLC | 151619 | $275.5M | $275.5M | 5 | 2026-03-31 | → |
| 905 | SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC | 138347 | $275.4M | $275.4M | 7 | 2026-03-31 | → |
| 906 | 4WEALTH ADVISORS, INC. | 129727 | $275.3M | $275.3M | 13 | 2026-04-30 | → |
| 907 | SUTTERFIELD FINANCIAL GROUP, INC. | 115652 | $274.4M | $274.4M | 32 | 2026-03-31 | → |
| 908 | CAPASSO PLANNING PARTNERS LLC | 294673 | $274.2M | $274.2M | 5 | 2026-04-30 | → |
| 909 | JP WEALTH MANAGEMENT, INC. | 129475 | $274.0M | $274.0M | 2 | 2026-03-31 | → |
| 910 | INTERALPEN PARTNERS, LLC | 315587 | $273.7M | $273.7M | 11 | 2026-03-31 | → |
| 911 | NBS FINANCIAL & INSURANCE SERVICES INC | 110600 | $273.3M | $273.3M | 5 | 2025-03-31 | → |
| 912 | RETIREMENT STRATEGIES, LTD. | 163701 | $272.7M | $272.7M | 10 | 2026-04-30 | → |
| 913 | MAGNOLIA PRIVATE WEALTH, LLC | 324102 | $272.1M | $272.1M | 4 | 2026-03-31 | → |
| 914 | INVEST CAPITAL PARTNERS, CO. | 287987 | $271.9M | $271.9M | 13 | 2026-01-31 | → |
| 915 | TRUE BLUE FINANCIAL, LLC | 310841 | $271.5M | $271.5M | 4 | 2026-03-31 | → |
| 916 | PARSONEX ADVISORY SERVICES, INC. | 160275 | $271.3M | $271.3M | 24 | 2026-06-30 | → |
| 917 | CHRISTOPHER J. HASENBERG, INC. | 326053 | $270.5M | $270.5M | 10 | 2025-05-31 | → |
| 918 | SPECTRUM WEALTH MANAGEMENT, LLC | 135530 | $269.5M | $269.5M | 3 | 2025-09-30 | → |
| 919 | SCHEAR INVESTMENT ADVISERS, LLC | 146401 | $268.8M | $268.8M | 3 | 2026-05-31 | → |
| 920 | PEAK FINANCIAL ADVISORS, LLC | 115207 | $268.8M | $268.8M | 3 | 2026-03-31 | → |
| 921 | ASTRA WEALTH PARTNERS LLC | 321136 | $268.4M | $268.4M | 3 | 2026-03-31 | → |
| 922 | BPM WEALTH ADVISORS, LLC | 325909 | $268.3M | $268.3M | 6 | 2026-01-31 | → |
| 923 | RELIANT INVESTMENT PARTNERS, LLC | 297369 | $268.3M | $268.3M | 6 | 2026-03-31 | → |
| 924 | VARIANT PRIVATE WEALTH LLC | 288011 | $267.5M | $267.5M | 4 | 2026-05-31 | → |
| 925 | WISNIEWSKI WEALTH MANAGEMENT LLC | 150264 | $266.1M | $266.1M | 5 | 2026-06-30 | → |
| 926 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 128097 | $266.1M | $266.1M | 6 | 2026-03-31 | → |
| 927 | ROI FINANCIAL ADVISORS, LLC | 160100 | $264.2M | $264.2M | 8 | 2026-03-31 | → |
| 928 | WALLACE HART LLC | 285981 | $264.0M | $264.0M | 5 | 2026-03-31 | → |
| 929 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION | 107549 | $263.9M | $263.9M | 4 | 2026-03-31 | → |
| 930 | WELCH INVESTMENT GROUP, LLC | 131006 | $263.8M | $263.8M | 3 | 2026-03-31 | → |
| 931 | STARK WEALTH MANAGEMENT LLC | 309422 | $262.5M | $262.5M | 4 | 2026-03-31 | → |
| 932 | HORIZON FINANCIAL SERVICES, LLC | 158798 | $262.4M | $262.4M | 8 | 2026-03-31 | → |
| 933 | TRIPPON WEALTH MANAGEMENT GROUP LLC | 136485 | $262.3M | $262.3M | 5 | 2026-03-31 | → |
| 934 | RFM FINANCIAL SOLUTIONS, LLC | 124468 | $260.1M | $260.1M | 6 | 2025-12-31 | → |
| 935 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | 135234 | $259.3M | $259.3M | 3 | 2026-02-28 | → |
| 936 | KURE ADVISORY, LLC | 311320 | $259.0M | $259.0M | 6 | 2026-03-31 | → |
| 937 | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC | 166742 | $258.7M | $258.7M | 5 | 2026-03-31 | → |
| 938 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | 151765 | $257.6M | $257.6M | 3 | 2026-03-31 | → |
| 939 | WILKINS MILLER WEALTH MANAGEMENT, LLC | 162222 | $257.5M | $257.5M | 3 | 2026-03-31 | → |
| 940 | DOGWOOD WEALTH MANAGEMENT, LLC | 317580 | $257.2M | $257.2M | 6 | 2026-03-31 | → |
| 941 | RICHARDSON FINANCIAL SERVICES INC. | 130715 | $256.1M | $256.1M | 6 | 2026-04-30 | → |
| 942 | WELA STRATEGIES, INC. | 147762 | $255.5M | $255.5M | 22 | 2025-03-31 | → |
| 943 | INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | 323032 | $255.3M | $255.3M | 8 | 2026-04-30 | → |
| 944 | PATHWISE WEALTH PARTNERS, LLC | 174215 | $255.0M | $255.0M | 4 | 2026-02-28 | → |
| 945 | MODERN CAPITAL ADVISORS, LLC | 131117 | $254.8M | $254.8M | 19 | 2026-04-30 | → |
| 946 | WESTPARK WEALTH ADVISORS, INC. | 130914 | $254.3M | $254.3M | 25 | 2026-03-31 | → |
| 947 | WESTCO ADVISORY SERVICES, INC. | 120755 | $254.0M | $254.0M | 6 | 2026-02-28 | → |
| 948 | IMPACT CAPITAL, LLC | 297413 | $253.4M | $253.4M | 4 | 2026-03-31 | → |
| 949 | TRANSCEND ADVISOR GROUP, LLC | 311746 | $253.2M | $253.2M | 4 | 2026-03-31 | → |
| 950 | CORRADO ADVISORS, LLC | 111721 | $252.8M | $252.8M | 9 | 2026-03-31 | → |
| 951 | DB & C ADVISORS, LLC | 155645 | $252.2M | $252.2M | 11 | 2026-03-31 | → |
| 952 | MURPHY WEALTH MANAGEMENT GROUP, INC. | 277161 | $251.9M | $251.9M | 6 | 2026-01-31 | → |
| 953 | BRIDGES CAPITAL LLC | 297718 | $251.6M | $251.6M | 1 | 2026-01-31 | → |
| 954 | RIVERCHASE WEALTH MANAGEMENT, LLC | 156950 | $251.5M | $251.5M | 5 | 2026-04-30 | → |
| 955 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 281772 | $251.2M | $251.2M | 8 | 2026-02-28 | → |
| 956 | TEAM FINANCIAL GROUP, LLC | 309411 | $251.1M | $251.1M | 7 | 2026-06-30 | → |
| 957 | WINDLE WEALTH, LLC | 285653 | $251.0M | $251.0M | 3 | 2026-03-31 | → |
| 958 | INVESTOLOGY INC. | 130408 | $250.0M | $250.0M | 5 | 2026-04-30 | → |
| 959 | DEAN WEALTH PARTNERS, LLC | 298237 | $249.8M | $249.8M | 4 | 2026-02-28 | → |
| 960 | OXENFREE CAPITAL LLC | 327105 | $249.8M | $249.8M | 8 | 2026-06-30 | → |
| 961 | KBC HOLDINGS LLC | 145988 | $249.0M | $249.0M | 1 | 2025-11-30 | → |
| 962 | AEGIS WEALTH GROUP, LLC | 222515 | $247.7M | $247.7M | 20 | 2026-03-31 | → |
| 963 | KEYSTONE FINANCIAL GROUP, INC. | 129301 | $247.4M | $247.4M | 7 | 2026-04-30 | → |
| 964 | KRAL FINANCIAL ADVISORS, LLC | 138959 | $247.4M | $247.4M | 1 | 2026-03-31 | → |
| 965 | LIGHTHOUSE WEALTH MANAGEMENT, LLC | 307529 | $246.8M | $246.8M | 2 | 2026-03-31 | → |
| 966 | PINNACLE WEST ASSET MANAGEMENT INC | 106527 | $245.9M | $245.9M | 3 | 2026-04-30 | → |
| 967 | RM FINANCIAL SERVICES, LLC | 304297 | $245.4M | $245.4M | 4 | 2026-03-31 | → |
| 968 | CANNON WEALTH MANAGEMENT SERVICES, LLC | 323302 | $245.2M | $245.2M | 8 | 2026-04-30 | → |
| 969 | SHORELINE ASSET MANAGEMENT, LLC | 121764 | $245.0M | $245.0M | 10 | 2025-03-31 | → |
| 970 | ABUNDANT WEALTH MANAGEMENT LLC | 331285 | $243.8M | $243.8M | 4 | 2026-04-30 | → |
| 971 | STEGENT EQUITY ADVISORS INC. | 114518 | $243.7M | $243.7M | 3 | 2026-02-28 | → |
| 972 | PINNACLE WEALTH MANAGEMENT GROUP, INC. | 281935 | $243.7M | $243.7M | 4 | 2026-03-31 | → |
| 973 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC | 323718 | $242.8M | $242.8M | 17 | 2025-09-30 | → |
| 974 | MUNN WEALTH MANAGEMENT, LLC | 174414 | $242.3M | $242.3M | 10 | 2026-05-31 | → |
| 975 | SANCHEZ & ZURES, LLC | 139898 | $241.9M | $241.9M | 2 | 2026-03-31 | → |
| 976 | REVOLUTION CAPITAL, LLC | 300496 | $241.9M | $241.9M | 8 | 2026-04-30 | → |
| 977 | DFN MANAGEMENT LLC. | 285057 | $241.4M | $241.4M | 6 | 2026-03-31 | → |
| 978 | BLAND GARVEY WEALTH ADVISORS, LLC | 140066 | $241.2M | $241.2M | 5 | 2026-03-31 | → |
| 979 | CAROLINA FINANCIAL ADVISORS, INC. | 118823 | $240.9M | $240.9M | 7 | 2026-05-31 | → |
| 980 | STOREHOUSE FINANCIAL LLC | 140738 | $240.4M | $240.4M | 6 | 2026-03-31 | → |
| 981 | FOREFRONT WEALTH PARTNERS, LLC | 308521 | $239.8M | $239.8M | 15 | 2026-05-31 | → |
| 982 | GALLERIA FINANCIAL ADVISORS, LLC | 133673 | $239.2M | $239.2M | 2 | 2026-02-28 | → |
| 983 | GOALFUSION WEALTH MANAGEMENT, LLC | 309756 | $238.5M | $238.5M | 5 | 2026-03-31 | → |
| 984 | KELLEY INVESTMENTS, LLC | 119099 | $238.0M | $238.0M | 3 | 2026-02-28 | → |
| 985 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | 157019 | $237.1M | $237.1M | 4 | 2026-02-28 | → |
| 986 | LANIER FINANCIAL GROUP LLC | 152945 | $236.2M | $236.2M | 6 | 2026-03-31 | → |
| 987 | MILLARES ASSET MANAGEMENT, LLC | 144620 | $236.2M | $236.2M | 3 | 2026-02-28 | → |
| 988 | NORTHEASTERN STAR ASSET MANAGEMENT, INC. | 171891 | $236.2M | $236.2M | 3 | 2025-03-31 | → |
| 989 | SPECTRUM PLANNING & ADVISORY SERVICES INC. | 170093 | $235.7M | $235.7M | 8 | 2026-05-31 | → |
| 990 | SPECTRUM FINANCIAL RESOURCES, LLC | 127453 | $235.3M | $235.3M | 6 | 2026-03-31 | → |
| 991 | PEAK INVESTMENT ADVISORS, INC. | 113967 | $234.6M | $234.6M | 2 | 2026-03-31 | → |
| 992 | REEF INVESTMENT MANAGEMENT LLC | 309186 | $234.3M | $234.3M | 13 | 2026-02-28 | → |
| 993 | BELLEAIR ASSET MANAGEMENT, LLC | 290882 | $234.3M | $234.3M | 4 | 2026-03-31 | → |
| 994 | HELIUM ADVISORS LLC | 282356 | $233.8M | $233.8M | 7 | 2026-05-31 | → |
| 995 | FOUNDRY FINANCIAL LLC | 300122 | $232.6M | $232.6M | 10 | 2026-06-30 | → |
| 996 | TAURUS CAPITAL ADVISORS, LLC | 137633 | $231.4M | $231.4M | 5 | 2026-03-31 | → |
| 997 | SCRATCH CAPITAL LLC | 318835 | $230.1M | $230.1M | 4 | 2026-03-31 | → |
| 998 | PRIMORIS WEALTH ADVISORS, LLC | 125567 | $230.0M | $230.0M | 7 | 2026-03-31 | → |
| 999 | BRADFORD FINANCIAL CENTER | 110953 | $229.7M | $229.7M | 26 | 2026-03-31 | → |
| 1000 | MSP WEALTH MANAGEMENT, LLC | 306522 | $228.5M | $228.5M | 6 | 2026-03-31 | → |
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