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 | |
|---|---|---|---|---|---|---|---|
| 801 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | 324173 | $342.8M | $342.8M | 8 | 2026-04-30 | → |
| 802 | BALLAST FINANCIAL ADVISORS, LLC | 304430 | $342.6M | $342.6M | 5 | 2026-03-31 | → |
| 803 | BOYLE CAPITAL MANAGEMENT, L.L.C. | 132416 | $342.0M | $342.0M | 5 | 2026-03-31 | → |
| 804 | J. HAGAN CAPITAL, INC. | 168467 | $341.8M | $341.8M | 12 | 2026-06-30 | → |
| 805 | PETROS FAMILY WEALTH, LLC | 324059 | $341.6M | $341.6M | 9 | 2026-02-28 | → |
| 806 | TURNING POINT BENEFIT GROUP, INC. | 301282 | $339.4M | $339.4M | 23 | 2026-06-30 | → |
| 807 | KEYVANTAGE WEALTH, LLC | 331996 | $339.4M | $339.4M | 5 | 2026-03-31 | → |
| 808 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC | 118319 | $338.1M | $338.1M | 4 | 2026-04-30 | → |
| 809 | LUCAS GROUP FINANCIAL ADVISORS, LLC | 326880 | $337.7M | $337.7M | 9 | 2026-03-31 | → |
| 810 | BLUEDOOR PRIVATE WEALTH, LLC | 301907 | $337.3M | $337.3M | 6 | 2026-06-30 | → |
| 811 | GOOD HARBOR ADVISORS, INC. | 143492 | $333.7M | $333.7M | 4 | 2026-06-30 | → |
| 812 | STRAIT & SOUND WEALTH MANAGEMENT LLC | 309306 | $333.7M | $333.7M | 10 | 2026-03-31 | → |
| 813 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION | 113390 | $333.1M | $333.1M | 15 | 2026-03-31 | → |
| 814 | MY LEGACY ADVISORS, LLC | 290675 | $333.1M | $333.1M | 10 | 2025-11-30 | → |
| 815 | BBJS FINANCIAL ADVISORS, LLC | 115969 | $331.5M | $331.5M | 3 | 2026-03-31 | → |
| 816 | ALLIANCE WEALTH STRATEGIES, LLC | 173559 | $330.7M | $330.7M | 7 | 2026-03-31 | → |
| 817 | WEALTH MANAGEMENT CPAS, LLC | 310096 | $329.2M | $329.2M | 10 | 2026-05-31 | → |
| 818 | THOMAS STORY AND SON LLC | 148774 | $328.2M | $328.2M | 2 | 2026-03-31 | → |
| 819 | WILKERSON ADVISORY GROUP LLC | 334668 | $326.9M | $326.9M | 10 | 2026-03-31 | → |
| 820 | BASE WEALTH MANAGEMENT LLC | 321991 | $326.3M | $326.3M | 15 | 2026-03-31 | → |
| 821 | BAY RIVERS GROUP, INC. | 290095 | $326.2M | $326.2M | 4 | 2026-03-31 | → |
| 822 | WHIPPLEWOOD ADVISORS, LLC | 282860 | $324.5M | $324.5M | 6 | 2026-05-31 | → |
| 823 | 1248 PARTNERS, LLC | 325304 | $323.4M | $323.4M | 4 | 2026-06-30 | → |
| 824 | ENVISION FINANCIAL TRANSPARENCY, LLC | 297713 | $322.3M | $322.3M | 17 | 2026-03-31 | → |
| 825 | SECURA FINANCIAL, LLC | 137324 | $319.9M | $319.9M | 8 | 2026-05-31 | → |
| 826 | PROMONTORY FINANCIAL PLANNING, LLC | 153666 | $319.0M | $319.0M | 12 | 2026-02-28 | → |
| 827 | THREE CORD TRUE WEALTH MANAGEMENT, LLC | 307480 | $317.9M | $317.9M | 9 | 2026-05-31 | → |
| 828 | MAY BARNHARD INVESTMENTS LLC | 170858 | $316.9M | $316.9M | 13 | 2026-06-30 | → |
| 829 | DUET ADVISORY SERVICES LLC | 283584 | $316.5M | $316.5M | 7 | 2026-03-31 | → |
| 830 | SALVUS WEALTH MANAGEMENT, LLC | 171986 | $316.5M | $316.5M | 7 | 2026-06-30 | → |
| 831 | TENON FINANCIAL LLC | 305581 | $316.0M | $316.0M | 3 | 2026-01-31 | → |
| 832 | KENORA FINANCIAL, LLC | 123524 | $315.8M | $315.8M | 7 | 2026-06-30 | → |
| 833 | CDM FINANCIAL COUNSELING SERVICES, INC. | 126295 | $315.4M | $315.4M | 2 | 2026-01-31 | → |
| 834 | CAROLINA WEALTH ADVISORS, LLC | 288837 | $313.4M | $313.4M | 6 | 2026-03-31 | → |
| 835 | FSR WEALTH MANAGEMENT, LTD. | 166746 | $312.7M | $312.7M | 21 | 2026-05-31 | → |
| 836 | COLUMBIA ADVISORY PARTNERS, LLC | 171616 | $312.6M | $312.6M | 19 | 2026-06-30 | → |
| 837 | LYON WEALTH ADVISORS GROUP, LLC | 325041 | $311.4M | $311.4M | 3 | 2026-01-31 | → |
| 838 | GRIFFITHS, DREHER & EVANS, P.S., CPAS | 142448 | $311.4M | $311.4M | 25 | 2026-02-28 | → |
| 839 | CONSTELLATION CAPITAL MANAGEMENT LLC | 161275 | $310.7M | $310.7M | 3 | 2026-03-31 | → |
| 840 | THOMA CAPITAL MANAGEMENT LLC | 120139 | $310.1M | $310.1M | 10 | 2026-03-31 | → |
| 841 | GENTRY PRIVATE WEALTH, LLC | 323208 | $307.7M | $307.7M | 8 | 2026-04-30 | → |
| 842 | HOLLAND ADVISORY SERVICES, INC. | 136302 | $307.7M | $307.7M | 17 | 2026-02-28 | → |
| 843 | GUIDANCE INVESTMENT ADVISORS, LLC | 154644 | $307.6M | $307.6M | 5 | 2025-03-31 | → |
| 844 | FINER WEALTH MANAGEMENT, INC. | 129987 | $305.8M | $305.8M | 7 | 2026-03-31 | → |
| 845 | CLARUS WEALTH ADVISORS, LLC | 281160 | $305.2M | $305.2M | 13 | 2026-04-30 | → |
| 846 | OBJECTIVE CAPITAL MANAGEMENT, LLC | 156013 | $304.7M | $304.7M | 4 | 2026-03-31 | → |
| 847 | FUTURE FINANCES INC | 105190 | $304.6M | $304.6M | 4 | 2026-04-30 | → |
| 848 | OAKWOOD CAPITAL, INC. | 112399 | $304.2M | $304.2M | 20 | 2026-05-31 | → |
| 849 | KEY GROUP MANAGEMENT, INC. | 146054 | $303.8M | $303.8M | 5 | 2026-05-31 | → |
| 850 | ALBANYADVISOR GROUP LLC | 316226 | $302.8M | $302.8M | 6 | 2026-02-28 | → |
| 851 | CAPITAL INVESTMENT ADVISORS, INC. | 118269 | $302.3M | $302.3M | 11 | 2026-06-30 | → |
| 852 | WEALTH ADVISORS NETWORK, INC. | 113836 | $300.3M | $300.3M | 8 | 2026-04-30 | → |
| 853 | KRENSAVAGE ASSET MANAGEMENT, LLC | 168976 | $300.2M | $300.2M | 4 | 2026-03-31 | → |
| 854 | SPRENG CAPITAL MANAGEMENT, INC. | 119902 | $300.2M | $300.2M | 4 | 2026-03-31 | → |
| 855 | GUARDIAN WEALTH ADVISORS, LLC | 143254 | $300.2M | $300.2M | 7 | 2026-03-31 | → |
| 856 | MANER WEALTH, LLC | 308146 | $299.5M | $299.5M | 3 | 2026-04-30 | → |
| 857 | GATEPASS CAPITAL, LLC | 329404 | $299.1M | $299.1M | 8 | 2026-06-30 | → |
| 858 | MARSHALL INVESTMENT MANAGEMENT, LLC | 174817 | $298.0M | $298.0M | 8 | 2026-06-30 | → |
| 859 | INNOVATIVE ASSET ADVISORS GROUP, LLC | 336773 | $297.9M | $297.9M | 13 | 2026-03-31 | → |
| 860 | OPINICUS CAPITAL, INC. | 168344 | $297.1M | $297.1M | 7 | 2026-03-31 | → |
| 861 | CALDER INVESTMENT ADVISORS | 143973 | $297.0M | $297.0M | 7 | 2026-03-31 | → |
| 862 | FIRST FINANCIAL ADVISORS INC | 106040 | $296.6M | $296.6M | 5 | 2025-02-28 | → |
| 863 | LETSON INVESTMENT MANAGEMENT, INC. | 125830 | $296.3M | $296.3M | 2 | 2026-03-31 | → |
| 864 | ESTATE MANAGEMENT COUNSELORS,LLC | 126624 | $294.3M | $294.3M | 4 | 2026-03-31 | → |
| 865 | CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. | 116556 | $294.3M | $294.3M | 10 | 2026-03-31 | → |
| 866 | RESOLUTE WEALTH ADVISOR, INC. | 290349 | $293.8M | $293.8M | 4 | 2026-06-30 | → |
| 867 | ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. | 106574 | $293.5M | $293.5M | 3 | 2026-03-31 | → |
| 868 | TATE WEALTH MANAGEMENT | 120938 | $293.4M | $293.4M | 4 | 2026-04-30 | → |
| 869 | MFA WEALTH SERVICES | 169013 | $293.1M | $293.1M | 3 | 2026-01-31 | → |
| 870 | EFINANCIAL ALLIANCE, LLC | 161352 | $291.9M | $291.9M | 5 | 2026-04-30 | → |
| 871 | MILLINGTON FINANCIAL ADVISORS, LLC | 156315 | $291.4M | $291.4M | 11 | 2026-03-31 | → |
| 872 | VIVID WEALTH MANAGEMENT, LLC | 322974 | $290.9M | $290.9M | 3 | 2026-03-31 | → |
| 873 | LOCKSHIELD PARTNERS, INC. | 175433 | $290.6M | $290.6M | 8 | 2026-03-31 | → |
| 874 | M&B INVESTMENT ADVISORS, LLC | 154255 | $290.2M | $290.2M | 5 | 2026-03-31 | → |
| 875 | MONEY MANAGEMENT FINANCIAL SERVICES LLC | 288375 | $289.6M | $289.6M | 4 | 2026-04-30 | → |
| 876 | GRADIENT ADVISORS, LLC | 152665 | $289.3M | $289.3M | 173 | 2026-03-31 | → |
| 877 | TRACTION FINANCIAL PARTNERS, LLC | 315215 | $288.4M | $288.4M | 9 | 2026-03-31 | → |
| 878 | WORTH ASSET MANAGEMENT, LLC | 166970 | $288.2M | $288.2M | 12 | 2026-04-30 | → |
| 879 | OPTIVISE ADVISORY SERVICES LLC | 301764 | $287.9M | $287.9M | 25 | 2026-03-31 | → |
| 880 | ONE WEALTH MAP, LLC | 171750 | $287.4M | $287.4M | 9 | 2026-06-30 | → |
| 881 | VALTRION CAPITAL MANAGEMENT, LLC | 318048 | $287.3M | $287.3M | 6 | 2026-03-31 | → |
| 882 | TEEPLE WEALTH MANAGEMENT, LLC | 147676 | $287.0M | $287.0M | 18 | 2026-06-30 | → |
| 883 | JIM SAULNIER & ASSOCIATES, LLC | 169889 | $286.4M | $286.4M | 7 | 2026-06-30 | → |
| 884 | THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC | 326421 | $286.1M | $286.1M | 10 | 2026-03-31 | → |
| 885 | HOLDER WEALTH MANAGEMENT, INC. | 170086 | $284.0M | $284.0M | 3 | 2026-03-31 | → |
| 886 | LEGACY INVESTMENT SOLUTIONS, LLC | 322695 | $283.7M | $283.7M | 18 | 2026-04-30 | → |
| 887 | VERISAIL PARTNERS, LLC | 153751 | $283.6M | $283.6M | 6 | 2026-06-30 | → |
| 888 | VERGEPOINTE WEALTH MANAGEMENT, LLC | 151425 | $283.3M | $283.3M | 4 | 2026-03-31 | → |
| 889 | MODUM ASSET MANAGEMENT LLC | 316200 | $283.2M | $283.2M | 5 | 2026-03-31 | → |
| 890 | EJMK VENTURES LLC | 335762 | $282.8M | $282.8M | 13 | 2026-03-31 | → |
| 891 | FCIG WEALTH MANAGEMENT, LLC | 329906 | $282.5M | $282.5M | 4 | 2026-06-30 | → |
| 892 | FORTITUDE FINANCIAL LLC | 313235 | $281.5M | $281.5M | 7 | 2026-06-30 | → |
| 893 | WMS ADVISORS, LLC | 122224 | $280.9M | $280.9M | 7 | 2026-02-28 | → |
| 894 | WORTH FINANCIAL ADVISORY GROUP, LLC | 156564 | $280.7M | $280.7M | 15 | 2026-03-31 | → |
| 895 | FF ADVISORS, LLC | 316723 | $280.3M | $280.3M | 4 | 2026-03-31 | → |
| 896 | DWM FINANCIAL GROUP, INC. | 111594 | $279.2M | $279.2M | 6 | 2026-06-30 | → |
| 897 | MOSER WEALTH ADVISORS, LLC | 117399 | $279.0M | $279.0M | 3 | 2025-03-31 | → |
| 898 | FRIEDLANDER, BRENDA S | 127746 | $278.1M | $278.1M | 4 | 2026-03-31 | → |
| 899 | HBE WEALTH MANAGEMENT, LLC | 128315 | $277.4M | $277.4M | 5 | 2026-02-28 | → |
| 900 | DOMINION PORTFOLIO MANAGEMENT, INC. | 106918 | $277.1M | $277.1M | 18 | 2026-06-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30