Research Report · 2026-06-30
Top Registered Investment Advisers by Discretionary Accounts
SEC-registered investment advisers ranked by reported discretionary client accounts.
Firms
1,000
Total AUM
$61.96T
Median AUM
$4.12B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Discretionary Accounts↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | ACORNS ADVISERS, LLC | 165926 | 4,921,411 | $13.39B | 302 | 2026-03-31 | → |
| 2 | STRATEGIC ADVISERS LLC | 104555 | 2,973,485 | $1.37T | 17,112 | 2026-03-31 | → |
| 3 | LPL FINANCIAL LLC | 6413 | 2,849,049 | $819.12B | 41,879 | 2026-06-30 | → |
| 4 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | 2,241,364 | $614.93B | 532 | 2026-06-30 | → |
| 5 | MANAGED ACCOUNT ADVISORS LLC | 142558 | 2,220,463 | $994.99B | 61 | 2026-06-30 | → |
| 6 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | 2,159,438 | $1.96T | 29,481 | 2026-06-30 | → |
| 7 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | 1,991,043 | $818.78B | 15,424 | 2025-03-31 | → |
| 8 | EDWARD D. JONES & CO., L.P. | 250 | 1,782,026 | $1.01T | 36,317 | 2026-06-30 | → |
| 9 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | 1,522,835 | $660.47B | 14,056 | 2026-06-30 | → |
| 10 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | 1,517,156 | $326.29B | 1,679 | 2026-03-31 | → |
| 11 | BETTERMENT LLC | 149117 | 1,334,211 | $69.52B | 794 | 2026-06-30 | → |
| 12 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | 1,124,865 | $469.98B | 758 | 2026-06-30 | → |
| 13 | J.P. MORGAN SECURITIES LLC | 79 | 1,083,815 | $429.69B | 8,703 | 2026-06-30 | → |
| 14 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | 987,321 | $671.42B | 18,895 | 2026-06-30 | → |
| 15 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | 985,700 | $500.96B | 16,780 | 2026-06-30 | → |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 856,567 | $1.72T | 946 | 2026-03-31 | → |
| 17 | HUMAN INTEREST ADVISORS LLC | 269875 | 762,032 | $8.10B | 6 | 2026-04-30 | → |
| 18 | ML WEALTH LLC | 289521 | 730,675 | $12.4M | 13 | 2026-03-31 | → |
| 19 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | 713,174 | $1.78T | 32,960 | 2026-06-30 | → |
| 20 | CETERA INVESTMENT ADVISERS LLC | 105644 | 680,405 | $256.81B | 10,251 | 2026-06-30 | → |
| 21 | WILSHIRE ADVISORS LLC | 6210 | 650,318 | $149.10B | 307 | 2026-06-30 | → |
| 22 | WEALTHFRONT ADVISERS LLC | 148456 | 618,466 | $47.73B | 432 | 2026-05-31 | → |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | 598,423 | $212.66B | 4,200 | 2026-05-31 | → |
| 24 | VANGUARD ADVISERS, INC. | 106715 | 592,636 | $344.62B | 2,208 | 2026-05-31 | → |
| 25 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | 585,088 | $138.69B | 3,527 | 2026-06-30 | → |
| 26 | OSAIC WEALTH, INC. | 23131 | 575,960 | $234.86B | 8,979 | 2026-06-30 | → |
| 27 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | 515,981 | $87.82B | 267 | 2026-03-31 | → |
| 28 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 457,420 | $390.04B | 9,675 | 2026-06-30 | → |
| 29 | ASSETMARK, INC. | 109018 | 456,450 | $91.76B | 859 | 2026-05-31 | → |
| 30 | GUSTO INVESTMENT SERVICES, LLC | 281515 | 449,890 | $12.01B | 3 | 2026-05-31 | → |
| 31 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | 433,738 | $588.22B | 574 | 2026-03-31 | → |
| 32 | FISHER ASSET MANAGEMENT, LLC | 107342 | 422,516 | $386.67B | 4,369 | 2026-04-30 | → |
| 33 | RBC CAPITAL MARKETS, LLC | 31194 | 417,652 | $310.43B | 8,781 | 2026-06-30 | → |
| 34 | UBS FINANCIAL SERVICES INC. | 8174 | 410,763 | $915.79B | 12,524 | 2026-06-30 | → |
| 35 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | 376,616 | $252.25B | 4,047 | 2026-06-30 | → |
| 36 | CREATIVE PLANNING, LLC | 105348 | 317,512 | $295.57B | 1,650 | 2026-03-31 | → |
| 37 | STASH INVESTMENTS LLC | 226550 | 302,339 | $4.92B | 124 | 2026-04-30 | → |
| 38 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | 302,279 | $197.53B | 6,478 | 2026-06-30 | → |
| 39 | VALIC FINANCIAL ADVISORS, INC. | 42803 | 293,026 | $29.22B | 1,647 | 2026-05-31 | → |
| 40 | SOFI WEALTH LLC | 167958 | 290,887 | $2.05B | 114 | 2026-03-31 | → |
| 41 | AE WEALTH MANAGEMENT, LLC | 282580 | 282,995 | $49.84B | 630 | 2026-06-30 | → |
| 42 | ROBINHOOD ASSET MANAGEMENT, LLC | 323736 | 264,104 | $1.52B | 138 | 2026-06-30 | → |
| 43 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | 251,223 | $16.73B | 401 | 2026-05-31 | → |
| 44 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | 238,603 | $684.78B | 1,109 | 2026-04-30 | → |
| 45 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | 235,257 | $2.65T | 2,059 | 2026-05-31 | → |
| 46 | MML INVESTORS SERVICES, LLC | 10409 | 229,410 | $115.64B | 6,976 | 2026-05-31 | → |
| 47 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | 216,498 | $394.07B | 4,322 | 2026-04-30 | → |
| 48 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | 211,361 | $64.84B | 305 | 2026-06-30 | → |
| 49 | HIGHTOWER ADVISORS, LLC | 145323 | 210,830 | $198.58B | 1,983 | 2026-05-31 | → |
| 50 | ALBERT INVESTMENTS, LLC | 298006 | 209,650 | $22.7M | 3 | 2026-02-28 | → |
| 51 | EMPOWER ADVISORY GROUP, LLC | 112058 | 209,380 | $195.43B | 8,051 | 2026-06-30 | → |
| 52 | GRAVITALIX FINANCIAL LLC | 340206 | 199,399 | $542.5M | 2 | 2026-04-30 | → |
| 53 | FOCUS PARTNERS WEALTH, LLC | 159289 | 197,404 | $181.86B | 1,915 | 2026-04-30 | → |
| 54 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | 195,957 | $35.05B | 70 | 2026-03-31 | → |
| 55 | JANNEY MONTGOMERY SCOTT LLC | 463 | 187,981 | $110.11B | 2,404 | 2026-06-30 | → |
| 56 | MARINER, LLC | 140195 | 184,275 | $125.41B | 1,889 | 2026-03-31 | → |
| 57 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | 181,302 | $135.09B | 1,715 | 2026-03-31 | → |
| 58 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | 179,668 | $139.88B | 15 | 2026-06-30 | → |
| 59 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | 172,300 | $122.19B | 1,700 | 2026-06-30 | → |
| 60 | BNY MELLON ADVISORS, INC. | 106108 | 163,432 | $33.48B | 66 | 2026-05-31 | → |
| 61 | PNC WEALTH MANAGEMENT | 129052 | 161,518 | $30.27B | 1,713 | 2026-06-30 | → |
| 62 | CWM, LLC | 155344 | 146,763 | $50.58B | 1,416 | 2026-06-30 | → |
| 63 | KESTRA ADVISORY SERVICES, LLC | 283330 | 145,436 | $79.80B | 1,359 | 2026-06-30 | → |
| 64 | PRIVATE ADVISOR GROUP, LLC | 155216 | 142,217 | $44.33B | 674 | 2026-06-30 | → |
| 65 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | 141,576 | $18.83B | 398 | 2026-03-31 | → |
| 66 | LPL ENTERPRISE, LLC | 8733 | 139,113 | $24.94B | 5,215 | 2026-03-31 | → |
| 67 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | 132,057 | $3.52T | 3,194 | 2026-06-30 | → |
| 68 | CAPFINANCIAL PARTNERS, LLC | 175112 | 128,474 | $1.24T | 1,841 | 2026-05-31 | → |
| 69 | AVANTAX ADVISORY SERVICES, INC. | 104556 | 117,838 | $46.11B | 2,278 | 2025-03-31 | → |
| 70 | HANTZ FINANCIAL SERVICES, INC. | 46047 | 117,262 | $10.00B | 435 | 2026-04-30 | → |
| 71 | NATIXIS ADVISORS, LLC | 106800 | 115,562 | $108.65B | 412 | 2026-03-31 | → |
| 72 | MERCER GLOBAL ADVISORS INC. | 147363 | 115,337 | $84.40B | 1,429 | 2026-05-31 | → |
| 73 | TRUIST ADVISORY SERVICES, INC. | 283390 | 114,918 | $77.39B | 2,461 | 2026-06-30 | → |
| 74 | FIRST COMMAND ADVISORY SERVICES | 281958 | 113,591 | $24.43B | 1,787 | 2026-06-30 | → |
| 75 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | 112,625 | $216.43B | 434 | 2026-03-31 | → |
| 76 | SIGFIG WEALTH MANAGEMENT LLC | 158823 | 106,361 | $3.58B | 96 | 2026-02-28 | → |
| 77 | CORIENT PRIVATE WEALTH LLC | 319448 | 104,460 | $165.25B | 1,537 | 2026-03-31 | → |
| 78 | AUTOPILOT ADVISERS, LLC | 331749 | 103,270 | $892.4M | 15 | 2026-03-31 | → |
| 79 | LINCOLN INVESTMENT PLANNING, LLC | 519 | 103,177 | $21.99B | 1,238 | 2026-04-30 | → |
| 80 | NEWEDGE ADVISORS, LLC | 171351 | 100,627 | $43.21B | 1,073 | 2026-06-30 | → |
| 81 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | 96,128 | $34.50B | 81 | 2026-03-31 | → |
| 82 | HEALTHEQUITY ADVISORS, LLC | 167105 | 92,610 | $1.99B | 8 | 2026-03-31 | → |
| 83 | ROCKEFELLER FINANCIAL LLC | 291361 | 92,609 | $99.60B | 1,005 | 2026-03-31 | → |
| 84 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | 90,603 | $23.78B | 13 | 2026-06-30 | → |
| 85 | PFS INVESTMENTS INC. | 10111 | 89,813 | $15.54B | 3,992 | 2026-03-31 | → |
| 86 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | 89,163 | $50.44B | 161 | 2026-06-30 | → |
| 87 | 55I, LLC | 286620 | 88,930 | $36.74B | 86 | 2026-06-30 | → |
| 88 | D.A. DAVIDSON & CO. | 199 | 88,458 | $41.84B | 990 | 2026-01-31 | → |
| 89 | SAVANT CAPITAL, LLC | 107271 | 88,376 | $49.57B | 659 | 2026-04-30 | → |
| 90 | ALINEA INVEST, INC. | 311782 | 86,216 | $66.6M | 10 | 2026-03-31 | → |
| 91 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | 84,744 | $8.55B | 22 | 2026-03-31 | → |
| 92 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | 81,900 | $12.75B | 405 | 2026-03-31 | → |
| 93 | ALLY INVEST ADVISORS INC | 170301 | 79,536 | $1.73B | 8 | 2026-04-30 | → |
| 94 | PARK AVENUE SECURITIES LLC | 46173 | 78,667 | $19.58B | 2,073 | 2026-06-30 | → |
| 95 | GRADIENT INVESTMENTS, LLC | 141726 | 77,311 | $8.20B | 41 | 2026-06-30 | → |
| 96 | ALLIANCEBERNSTEIN L.P. | 108477 | 75,555 | $763.40B | 4,204 | 2026-03-31 | → |
| 97 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | 73,898 | $40.18B | 130 | 2026-03-31 | → |
| 98 | ALLWORTH FINANCIAL, L.P. | 111167 | 73,370 | $33.55B | 493 | 2026-03-31 | → |
| 99 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20472 | 72,503 | $37.93B | 1,293 | 2026-04-30 | → |
| 100 | PLANMEMBER SECURITIES CORPORATION | 11869 | 69,645 | $10.12B | 429 | 2026-03-31 | → |
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