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 | |
|---|---|---|---|---|---|---|---|
| 501 | SATIS ASSET MANAGEMENT LTD | 336301 | $773.9M | $773.9M | 17 | 2026-06-30 | → |
| 502 | DRUCKER WEALTH 3.0, LLC | 328909 | $771.2M | $771.2M | 12 | 2026-05-31 | → |
| 503 | PROFESSIONAL FINANCIAL ADVISORS, LLC | 173719 | $769.8M | $769.8M | 12 | 2026-06-30 | → |
| 504 | HARVEST INVESTMENT SERVICES, LLC | 159390 | $758.4M | $758.4M | 38 | 2026-05-31 | → |
| 505 | TOTAL CLARITY WEALTH MANAGEMENT, INC | 142728 | $755.4M | $755.4M | 26 | 2026-03-31 | → |
| 506 | TILSON FINANCIAL GROUP INC | 110890 | $750.6M | $750.6M | 9 | 2026-02-28 | → |
| 507 | FLAGSHIP WEALTH ADVISORS, LLC. | 131962 | $748.6M | $748.6M | 7 | 2026-04-30 | → |
| 508 | RUNNING POINT CAPITAL ADVISORS LLC | 306275 | $745.6M | $745.6M | 9 | 2026-03-31 | → |
| 509 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | 293020 | $745.1M | $745.1M | 7 | 2026-03-31 | → |
| 510 | AEGIS WEALTH MANAGEMENT LLC | 134429 | $744.1M | $744.1M | 6 | 2026-03-31 | → |
| 511 | ELEMENT WEALTH, LLC | 114968 | $743.7M | $743.7M | 15 | 2026-03-31 | → |
| 512 | ALLEGHENY INVESTMENTS | 7597 | $742.1M | $742.1M | 21 | 2026-05-31 | → |
| 513 | CL WEALTH MANAGEMENT LLC | 134922 | $733.6M | $733.6M | 42 | 2026-03-31 | → |
| 514 | AAF WEALTH MANAGEMENT, LLC | 164646 | $727.6M | $727.6M | 10 | 2026-03-31 | → |
| 515 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | 109540 | $726.9M | $726.9M | 10 | 2026-01-31 | → |
| 516 | RENAISSANCE INVESTMENT GROUP, LLC | 153679 | $726.1M | $726.1M | 9 | 2026-03-31 | → |
| 517 | GREAT POINT WEALTH ADVISORS, LLC | 147082 | $725.8M | $725.8M | 5 | 2026-03-31 | → |
| 518 | MERIDIAN INVESTMENT COUNSEL, INC. | 131655 | $723.4M | $723.4M | 8 | 2026-03-31 | → |
| 519 | CORA CAPITAL ADVISORS LLC | 318134 | $722.9M | $722.9M | 13 | 2026-03-31 | → |
| 520 | WEALTH MANAGEMENT ASSOCIATES, INC. | 117606 | $717.4M | $717.4M | 20 | 2026-03-31 | → |
| 521 | DOPKINS WEALTH MANAGEMENT, LLC | 124209 | $717.0M | $717.0M | 6 | 2026-06-30 | → |
| 522 | G. A. REPPLE & COMPANY | 17486 | $716.3M | $716.3M | 53 | 2026-03-31 | → |
| 523 | EXCALIBUR MANAGEMENT CORP | 110836 | $712.1M | $712.1M | 12 | 2026-03-31 | → |
| 524 | VALTINSON BRUNER FINANCIAL PLANNING LLC | 297866 | $712.0M | $712.0M | 11 | 2026-02-28 | → |
| 525 | DUNCKER, STREETT & CO., LLC | 110828 | $707.3M | $707.3M | 5 | 2026-05-31 | → |
| 526 | BMSS WESSON WEALTH SOLUTIONS, LLC | 282792 | $704.0M | $704.0M | 11 | 2026-03-31 | → |
| 527 | CORE WEALTH ADVISORS, INC. | 174386 | $702.1M | $702.1M | 13 | 2026-06-30 | → |
| 528 | 360 FINANCIAL, INC. | 168600 | $700.5M | $700.5M | 16 | 2026-05-31 | → |
| 529 | LAUTERBACH FINANCIAL ADVISORS, LLC | 114431 | $700.3M | $700.3M | 5 | 2026-03-31 | → |
| 530 | GREY FOX WEALTH ADVISORS, LLC | 307172 | $698.8M | $698.8M | 11 | 2026-03-31 | → |
| 531 | WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. | 226535 | $694.3M | $694.3M | 27 | 2026-03-31 | → |
| 532 | WMG FINANCIAL ADVISORS, LLC | 285824 | $693.8M | $693.8M | 18 | 2026-05-31 | → |
| 533 | MADRONA FINANCIAL SERVICES, LLC | 115753 | $691.8M | $691.8M | 18 | 2026-06-30 | → |
| 534 | UPTICK PARTNERS, LLC | 324250 | $688.1M | $688.1M | 7 | 2026-03-31 | → |
| 535 | ALLIANCE ADVISORY & SECURITIES, LLC | 18835 | $687.4M | $687.4M | 21 | 2026-04-30 | → |
| 536 | STENGER FAMILY OFFICE, LLC | 325089 | $686.2M | $686.2M | 9 | 2026-04-30 | → |
| 537 | THAYER PARTNERS LLC | 290734 | $685.7M | $685.7M | 11 | 2026-04-30 | → |
| 538 | BRYANT WOODS INVESTMENT ADVISORS, LLC | 109379 | $679.7M | $679.7M | 8 | 2026-03-31 | → |
| 539 | SIGNAL SECURITIES, INC. | 15916 | $679.1M | $679.1M | 35 | 2026-03-31 | → |
| 540 | MONUMENT GROUP WEALTH ADVISORS, LLC | 111908 | $678.9M | $678.9M | 7 | 2026-05-31 | → |
| 541 | RDA FINANCIAL NETWORK, INC. | 147309 | $675.2M | $675.2M | 17 | 2026-03-31 | → |
| 542 | BALLAST ADVISORS, LLC | 285991 | $674.5M | $674.5M | 15 | 2026-03-31 | → |
| 543 | PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. | 105052 | $671.0M | $671.0M | 11 | 2026-04-30 | → |
| 544 | ELEVATION WEALTH PARTNERS, LLC | 123971 | $670.7M | $670.7M | 8 | 2026-05-31 | → |
| 545 | WEALTH ADVISORY GROUP, INC. | 122269 | $666.9M | $666.9M | 7 | 2025-10-31 | → |
| 546 | PRESTIGE WEALTH MANAGEMENT GROUP, LLC | 127381 | $666.4M | $666.4M | 13 | 2026-03-31 | → |
| 547 | ALLEN WEALTH MANAGEMENT, LLC | 133038 | $664.3M | $664.3M | 7 | 2026-01-31 | → |
| 548 | HOLDERNESS INVESTMENTS CO | 106530 | $660.7M | $660.7M | 8 | 2026-03-31 | → |
| 549 | ARIES WEALTH MANAGEMENT, LLC | 175477 | $658.6M | $658.6M | 6 | 2026-03-31 | → |
| 550 | BMB ADVISERS LLC | 118410 | $655.8M | $655.8M | 3 | 2026-03-31 | → |
| 551 | MCGOWAN & CO LLP | 108736 | $655.6M | $655.6M | 3 | 2026-04-30 | → |
| 552 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | 145355 | $654.4M | $654.4M | 5 | 2026-03-31 | → |
| 553 | RANGE ADVISORY, LLC | 321969 | $653.9M | $653.9M | 38 | 2026-03-31 | → |
| 554 | EAGLE WEALTH STRATEGIES, LLC | 323814 | $653.8M | $653.8M | 11 | 2026-03-31 | → |
| 555 | WESTOVER CAPITAL ADVISORS, LLC | 126520 | $652.9M | $652.9M | 11 | 2026-03-31 | → |
| 556 | BKM WEALTH MANAGEMENT, LLC | 323928 | $651.8M | $651.8M | 9 | 2026-02-28 | → |
| 557 | SHANKERVALLEAU WEALTH ADVISORS, INC. | 117527 | $645.3M | $645.3M | 8 | 2026-03-31 | → |
| 558 | HIGHLAND FINANCIAL ADVISORS, LLC | 125838 | $640.0M | $640.0M | 12 | 2026-06-30 | → |
| 559 | CONCORD ASSET MANAGEMENT, LLC | 310710 | $639.4M | $639.4M | 2 | 2026-03-31 | → |
| 560 | SK WEALTH MANAGEMENT, LLC | 109114 | $639.0M | $639.0M | 6 | 2026-01-31 | → |
| 561 | FINANCIAL PARTNERS GROUP, LLC | 165856 | $638.6M | $638.6M | 6 | 2025-03-31 | → |
| 562 | SOUTHERN CAPITAL ADVISORS, LLC | 292275 | $636.9M | $636.9M | 6 | 2026-05-31 | → |
| 563 | TAP CONSULTING, LLC | 145772 | $635.0M | $635.0M | 20 | 2025-03-31 | → |
| 564 | VISION RETIREMENT, LLC | 173064 | $633.7M | $633.7M | 13 | 2026-06-30 | → |
| 565 | SMART WEALTH, LLC | 315496 | $632.3M | $632.3M | 41 | 2026-04-30 | → |
| 566 | FORTEM FINANCIAL GROUP, LLC | 291662 | $631.9M | $631.9M | 10 | 2026-04-30 | → |
| 567 | L.S.Y., INC | 38 | $630.7M | $630.7M | 32 | 2026-06-30 | → |
| 568 | LEGACY WEALTH MANAGEMENT, LLC | 174767 | $629.0M | $629.0M | 39 | 2026-05-31 | → |
| 569 | DHJJ FINANCIAL ADVISORS, LTD. | 107034 | $623.4M | $623.4M | 11 | 2026-03-31 | → |
| 570 | CORUS FAMILY WEALTH ADVISORS, INC. | 114702 | $619.5M | $619.5M | 10 | 2026-05-31 | → |
| 571 | GREENBUSH FINANCIAL GROUP, LLC | 125500 | $616.5M | $616.5M | 6 | 2026-01-31 | → |
| 572 | HILTOP PARTNERS, LLC | 290981 | $616.4M | $616.4M | 16 | 2026-04-30 | → |
| 573 | WOLFF FINANCIAL MANAGEMENT LLC | 283239 | $612.7M | $612.7M | 6 | 2026-02-28 | → |
| 574 | WEALTH WATCH ADVISORS, INC | 172002 | $612.4M | $612.4M | 62 | 2026-03-31 | → |
| 575 | FINANCIAL SECURITY MANAGEMENT, INC | 116570 | $611.5M | $611.5M | 7 | 2026-05-31 | → |
| 576 | ENDOWMENT WEALTH MANAGEMENT, INC. | 108652 | $609.2M | $609.2M | 14 | 2026-03-31 | → |
| 577 | GRADIENT SECURITIES, LLC | 127701 | $607.9M | $607.9M | 67 | 2026-04-30 | → |
| 578 | IRONWOOD WEALTH MANAGEMENT, LLC | 200511 | $607.7M | $607.7M | 14 | 2026-03-31 | → |
| 579 | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | 312989 | $607.1M | $607.1M | 30 | 2025-03-31 | → |
| 580 | COGENTBLUE WEALTH ADVISORS, LLC | 312899 | $606.0M | $606.0M | 5 | 2026-05-31 | → |
| 581 | TUCKER ASSET MANAGEMENT LLC | 174844 | $603.6M | $603.6M | 80 | 2026-06-30 | → |
| 582 | TYLER-STONE WEALTH MANAGEMENT, LLC | 173667 | $598.9M | $598.9M | 25 | 2025-06-30 | → |
| 583 | CONCORDE ASSET MANAGEMENT, LLC | 140367 | $598.4M | $598.4M | 76 | 2026-03-31 | → |
| 584 | DISCIPLINED INVESTMENTS, LLC | 129696 | $592.8M | $592.8M | 10 | 2026-04-30 | → |
| 585 | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | 316024 | $590.5M | $590.5M | 45 | 2026-01-31 | → |
| 586 | MILESTONE FINANCIAL PLANNING, LLC | 283439 | $590.3M | $590.3M | 23 | 2026-04-30 | → |
| 587 | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC | 117750 | $586.7M | $586.7M | 15 | 2026-03-31 | → |
| 588 | HOBBS GROUP ADVISORS LLC | 157274 | $584.4M | $584.4M | 8 | 2026-03-31 | → |
| 589 | FORTIS ADVISORS, LLC | 164498 | $584.3M | $584.3M | 5 | 2026-03-31 | → |
| 590 | ADDISON ADVISORS LLC | 154744 | $582.7M | $582.7M | 9 | 2026-02-28 | → |
| 591 | RTW FINANCIAL ADVISORS INC | 109934 | $581.0M | $581.0M | 11 | 2026-06-30 | → |
| 592 | DEMPSEY LORD SMITH, LLC | 141238 | $580.5M | $580.5M | 92 | 2026-01-31 | → |
| 593 | WINCH ADVISORY SERVICES, LLC | 110194 | $580.2M | $580.2M | 18 | 2026-03-31 | → |
| 594 | EDGEROCK CAPITAL LLC | 312325 | $578.9M | $578.9M | 20 | 2026-06-30 | → |
| 595 | SANDERS MORRIS LLC | 20580 | $576.1M | $576.1M | 27 | 2026-03-31 | → |
| 596 | FSA ADVISORS, INC. | 286251 | $573.4M | $573.4M | 31 | 2026-03-31 | → |
| 597 | BURKETT FINANCIAL SERVICES, LLC | 140168 | $572.6M | $572.6M | 7 | 2026-02-28 | → |
| 598 | CAPITAL MARKETS IQ, LLC | 134921 | $571.4M | $571.4M | 23 | 2026-04-30 | → |
| 599 | POTENTIA RIA, LLC | 329135 | $569.1M | $569.1M | 16 | 2026-03-31 | → |
| 600 | ELITE RETIREMENT PLANNING, LLC | 297942 | $568.8M | $568.8M | 30 | 2026-03-31 | → |
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