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 | |
|---|---|---|---|---|---|---|---|
| 101 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | $8.96B | $8.96B | 285 | 2026-06-30 | → |
| 102 | CAPITAL ANALYSTS, LLC | 162200 | $8.77B | $8.77B | 679 | 2026-04-30 | → |
| 103 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | $8.69B | $8.69B | 143 | 2026-06-30 | → |
| 104 | BLACKSTONE MULTI-ASSET ADVISORS L.L.C. | 171640 | $8.54B | $8.54B | 39 | 2026-05-31 | → |
| 105 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | $8.44B | $8.44B | 37 | 2026-03-31 | → |
| 106 | ZHANG FINANCIAL LLC | 159257 | $8.37B | $8.37B | 50 | 2026-03-31 | → |
| 107 | BOLTON SECURITIES CORP | 129376 | $8.28B | $8.28B | 158 | 2026-03-31 | → |
| 108 | GRADIENT INVESTMENTS, LLC | 141726 | $8.20B | $8.20B | 41 | 2026-06-30 | → |
| 109 | HARVEST FUND ADVISORS LLC | 154425 | $8.13B | $8.13B | 14 | 2026-03-31 | → |
| 110 | ANNEX ADVISORY SERVICES, LLC | 127987 | $8.05B | $8.05B | 151 | 2026-04-30 | → |
| 111 | CRESTWOOD ADVISORS GROUP, LLC | 286243 | $8.02B | $8.02B | 64 | 2026-06-30 | → |
| 112 | BLACKSTONE ISG-II ADVISORS L.L.C. | 289550 | $8.01B | $8.01B | 114 | 2026-03-31 | → |
| 113 | RITHOLTZ WEALTH MANAGEMENT | 168652 | $7.70B | $7.70B | 83 | 2026-05-31 | → |
| 114 | HBK SORCE ADVISORY LLC | 112139 | $7.66B | $7.66B | 109 | 2026-02-28 | → |
| 115 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $7.62B | $7.62B | 42 | 2026-03-31 | → |
| 116 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $7.58B | $7.58B | 236 | 2026-05-31 | → |
| 117 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $7.57B | $7.57B | 261 | 2026-06-30 | → |
| 118 | CAPITAL ADVISORS, INC. | 104643 | $7.43B | $7.43B | 69 | 2026-03-31 | → |
| 119 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | $7.34B | $7.34B | 161 | 2026-06-30 | → |
| 120 | CENTAURUS FINANCIAL, INC. | 30833 | $7.34B | $7.34B | 580 | 2025-07-31 | → |
| 121 | CARVAL CLO MANAGEMENT LLC | 298135 | $7.30B | $7.30B | 1 | 2026-03-31 | → |
| 122 | DIMENSION CAPITAL MANAGEMENT LLC | 109380 | $7.29B | $7.29B | 50 | 2026-03-31 | → |
| 123 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 315440 | $7.28B | $7.28B | 45 | 2026-03-31 | → |
| 124 | EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | $7.19B | $7.19B | 37 | 2026-03-31 | → |
| 125 | CASSADAY & CO WEALTH MANAGEMENT LLC | 317672 | $7.14B | $7.14B | 97 | 2026-03-31 | → |
| 126 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | $7.13B | $7.13B | 47 | 2026-03-31 | → |
| 127 | JAMESTOWN, L.P. | 158207 | $7.06B | $7.06B | 233 | 2026-05-31 | → |
| 128 | DAKOTA WEALTH, LLC | 297987 | $6.94B | $6.94B | 91 | 2026-03-31 | → |
| 129 | FOCUS FINANCIAL NETWORK, INC. | 116140 | $6.82B | $6.82B | 189 | 2026-03-31 | → |
| 130 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | $6.54B | $6.54B | 136 | 2026-03-31 | → |
| 131 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | $6.46B | $6.46B | 170 | 2026-04-30 | → |
| 132 | TRUEPOINT, INC. | 105664 | $6.39B | $6.39B | 103 | 2026-03-31 | → |
| 133 | ANDERSEN TAX LLC | 124205 | $6.35B | $6.35B | 2,061 | 2026-03-31 | → |
| 134 | WCG WEALTH ADVISORS, LLC | 173194 | $6.28B | $6.28B | 131 | 2026-06-30 | → |
| 135 | CREATIVEONE WEALTH, LLC | 281213 | $6.25B | $6.25B | 222 | 2026-05-31 | → |
| 136 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | $6.01B | $6.01B | 93 | 2026-03-31 | → |
| 137 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $5.98B | $5.98B | 116 | 2026-03-31 | → |
| 138 | GELLER ADVISORS LLC | 134062 | $5.91B | $5.91B | 49 | 2025-01-31 | → |
| 139 | BORDEAUX WEALTH ADVISORS LLC | 287758 | $5.64B | $5.64B | 34 | 2025-05-31 | → |
| 140 | STRATOS WEALTH ADVISORS LLC | 283816 | $5.57B | $5.57B | 170 | 2026-06-30 | → |
| 141 | LOWE, BROCKENBROUGH & COMPANY, INC. | 105142 | $5.49B | $5.49B | 31 | 2026-05-31 | → |
| 142 | LARSON FINANCIAL GROUP, LLC | 140599 | $5.48B | $5.48B | 131 | 2026-03-31 | → |
| 143 | BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC | 165782 | $5.39B | $5.39B | 304 | 2026-04-30 | → |
| 144 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | $5.27B | $5.27B | 39 | 2026-03-31 | → |
| 145 | STOCKMAN WEALTH MANAGEMENT, INC. | 122166 | $5.24B | $5.24B | 30 | 2026-05-31 | → |
| 146 | LOVELL MINNICK PARTNERS LLC | 156494 | $5.21B | $5.21B | 33 | 2026-05-31 | → |
| 147 | PROFUND ADVISORS LLC | 109585 | $5.20B | $5.20B | 98 | 2026-03-31 | → |
| 148 | KRILOGY FINANCIAL LLC | 149046 | $5.20B | $5.20B | 103 | 2026-03-31 | → |
| 149 | ALTAMAR PARTNERS NORTH AMERICA LLC | 283144 | $5.15B | $5.15B | 11 | 2026-03-31 | → |
| 150 | TECTONIC ADVISORS LLC | 139713 | $5.14B | $5.14B | 6 | 2026-03-31 | → |
| 151 | EVERSOURCE WEALTH ADVISORS, LLC | 286340 | $5.10B | $5.10B | 76 | 2026-04-30 | → |
| 152 | PENNINGTON PARTNERS & CO., LLC | 282688 | $5.09B | $5.09B | 36 | 2026-04-30 | → |
| 153 | CAIN, WATTERS & ASSOCIATES, LLC | 111521 | $5.04B | $5.04B | 341 | 2026-06-30 | → |
| 154 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $5.02B | $5.02B | 46 | 2026-03-31 | → |
| 155 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $5.01B | $5.01B | 198 | 2026-03-31 | → |
| 156 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $4.97B | $4.97B | 45 | 2026-06-30 | → |
| 157 | CARDINAL POINT CAPITAL MANAGEMENT, ULC | 140619 | $4.81B | $4.81B | 56 | 2026-04-30 | → |
| 158 | SOWELL FINANCIAL SERVICES, LLC | 127145 | $4.81B | $4.81B | 162 | 2026-06-30 | → |
| 159 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | $4.78B | $4.78B | 106 | 2026-05-31 | → |
| 160 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | $4.76B | $4.76B | 59 | 2026-06-30 | → |
| 161 | IFG ADVISORY, LLC | 168012 | $4.76B | $4.76B | 187 | 2026-03-31 | → |
| 162 | GRAYPOINT LLC | 135950 | $4.65B | $4.65B | 69 | 2025-10-31 | → |
| 163 | VERDENCE CAPITAL ADVISORS, LLC | 288512 | $4.63B | $4.63B | 52 | 2026-05-31 | → |
| 164 | ANCORA ADVISORS LLC | 124674 | $4.61B | $4.61B | 46 | 2026-03-31 | → |
| 165 | QUOTIENT WEALTH PARTNERS, LLC | 326819 | $4.61B | $4.61B | 60 | 2026-04-30 | → |
| 166 | BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | $4.60B | $4.60B | 32 | 2026-01-31 | → |
| 167 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | $4.59B | $4.59B | 8 | 2025-09-30 | → |
| 168 | OSAIC FS, INC. | 3870 | $4.48B | $4.48B | 655 | 2025-01-31 | → |
| 169 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $4.44B | $4.44B | 52 | 2026-01-31 | → |
| 170 | ADERO PARTNERS, LLC | 297808 | $4.38B | $4.38B | 50 | 2025-04-30 | → |
| 171 | B. RILEY WEALTH ADVISORS, INC. | 115927 | $4.21B | $4.21B | 268 | 2026-03-31 | → |
| 172 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | $4.20B | $4.20B | 14 | 2026-05-31 | → |
| 173 | CLEAR INVESTMENT RESEARCH, LLC | 172685 | $4.19B | $4.19B | 5 | 2026-03-31 | → |
| 174 | SOUND INCOME STRATEGIES, LLC | 173272 | $4.18B | $4.18B | 134 | 2026-01-31 | → |
| 175 | THE RETIREMENT PLANNING GROUP, LLC | 129625 | $4.16B | $4.16B | 78 | 2026-06-30 | → |
| 176 | APRIO WEALTH MANAGEMENT, LLC | 127333 | $4.15B | $4.15B | 55 | 2026-06-30 | → |
| 177 | STEELPEAK WEALTH, LLC | 165168 | $4.15B | $4.15B | 84 | 2026-03-31 | → |
| 178 | NWAM, LLC | 147923 | $4.13B | $4.13B | 62 | 2026-03-31 | → |
| 179 | JFS WEALTH ADVISORS, LLC | 145051 | $4.01B | $4.01B | 86 | 2026-03-31 | → |
| 180 | BT FAMILY OFFICE, LLC | 305713 | $4.00B | $4.00B | 7 | 2026-03-31 | → |
| 181 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 319062 | $3.99B | $3.99B | 25 | 2026-03-31 | → |
| 182 | CORECAP ADVISORS, LLC | 158819 | $3.99B | $3.99B | 116 | 2026-03-31 | → |
| 183 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 124845 | $3.90B | $3.90B | 53 | 2026-04-30 | → |
| 184 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 309550 | $3.88B | $3.88B | 58 | 2026-04-30 | → |
| 185 | VOYA FINANCIAL ADVISORS, INC. | 2882 | $3.87B | $3.87B | 638 | 2026-05-31 | → |
| 186 | CARLSON CAPITAL MANAGEMENT, LLC | 281544 | $3.81B | $3.81B | 78 | 2025-03-31 | → |
| 187 | FAS WEALTH PARTNERS, INC. | 109796 | $3.78B | $3.78B | 33 | 2026-02-28 | → |
| 188 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | $3.76B | $3.76B | 24 | 2026-03-31 | → |
| 189 | AUSDAL FINANCIAL PARTNERS, INC. | 7995 | $3.73B | $3.73B | 306 | 2026-04-30 | → |
| 190 | WEALTH MANAGEMENT NEBRASKA LLC | 137080 | $3.71B | $3.71B | 61 | 2026-06-30 | → |
| 191 | THURSTON SPRINGER ADVISORS, LLC | 299201 | $3.68B | $3.68B | 93 | 2025-11-30 | → |
| 192 | SAX WEALTH ADVISORS, LLC | 119193 | $3.60B | $3.60B | 39 | 2026-06-30 | → |
| 193 | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | 123898 | $3.49B | $3.49B | 16 | 2026-03-31 | → |
| 194 | ADVISOR RESOURCE COUNCIL | 164109 | $3.49B | $3.49B | 119 | 2026-03-31 | → |
| 195 | CLOVER CREDIT MANAGEMENT, LLC | 307632 | $3.47B | $3.47B | 711 | 2026-03-31 | → |
| 196 | FRANK, RIMERMAN ADVISORS LLC | 124147 | $3.40B | $3.40B | 5 | 2026-03-31 | → |
| 197 | TRANSFORM WEALTH, LLC. | 283403 | $3.38B | $3.38B | 31 | 2025-03-31 | → |
| 198 | STRATOS INVESTMENT MANAGEMENT, LLC | 283850 | $3.31B | $3.31B | 89 | 2026-06-30 | → |
| 199 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 128591 | $3.31B | $3.31B | 28 | 2026-03-31 | → |
| 200 | XML FINANCIAL, LLC | 284987 | $3.30B | $3.30B | 54 | 2026-06-30 | → |
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