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 | |
|---|---|---|---|---|---|---|---|
| 301 | OPENARC CORPORATE ADVISORY, LLC | 336837 | 14,525 | $10.09B | 146 | 2026-05-31 | → |
| 302 | CAPITAL WEALTH PLANNING, LLC | 150764 | 14,502 | $17.25B | 30 | 2026-03-31 | → |
| 303 | SAVVY ADVISORS, INC. | 318493 | 14,488 | $5.00B | 170 | 2026-03-31 | → |
| 304 | SAGE ADVISORY SERVICES LTD CO | 106236 | 14,355 | $28.43B | 58 | 2026-03-31 | → |
| 305 | ADVANCE CAPITAL MANAGEMENT INC | 110767 | 14,162 | $4.98B | 62 | 2026-03-31 | → |
| 306 | THE MATHER GROUP, LLC | 156005 | 14,161 | $13.45B | 186 | 2026-04-30 | → |
| 307 | SIMPLICITY WEALTH LLC | 300572 | 14,042 | $4.27B | 424 | 2026-04-30 | → |
| 308 | ALLEGHENY FINANCIAL GROUP | 104690 | 13,898 | $5.59B | 103 | 2026-05-31 | → |
| 309 | AVANTAX PLANNING PARTNERS, INC. | 106237 | 13,793 | $7.57B | 261 | 2026-06-30 | → |
| 310 | CX INSTITUTIONAL, LLC | 292627 | 13,723 | $4.46B | 130 | 2026-03-31 | → |
| 311 | IFG ADVISORY, LLC | 168012 | 13,721 | $4.76B | 187 | 2026-03-31 | → |
| 312 | CAZ INVESTMENTS L.P. | 113931 | 13,562 | $10.83B | 83 | 2026-03-31 | → |
| 313 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | 13,555 | $113.59B | 1,311 | 2026-03-31 | → |
| 314 | T. ROWE PRICE ADVISORY SERVICES, INC. | 108958 | 13,518 | $5.90B | 92 | 2026-06-30 | → |
| 315 | EVERSOURCE WEALTH ADVISORS, LLC | 286340 | 13,506 | $5.10B | 76 | 2026-04-30 | → |
| 316 | WEALTHCARE CAPITAL MANAGEMENT LLC | 111119 | 13,477 | $3.93B | 54 | 2026-05-31 | → |
| 317 | THE RETIREMENT PLANNING GROUP, LLC | 129625 | 13,465 | $4.16B | 78 | 2026-06-30 | → |
| 318 | ONEASCENT FINANCIAL SERVICES LLC | 284549 | 13,433 | $3.54B | 161 | 2026-06-30 | → |
| 319 | PINKERTON WEALTH, LLC | 120973 | 13,333 | $1.44B | 49 | 2026-06-30 | → |
| 320 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | 13,316 | $7.34B | 161 | 2026-06-30 | → |
| 321 | RPOA ADVISORS, INC. | 157222 | 13,278 | $3.59B | 126 | 2026-04-30 | → |
| 322 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | 13,117 | $9.75B | 123 | 2026-03-31 | → |
| 323 | MISSION WEALTH MANAGEMENT, LP | 113057 | 13,087 | $13.91B | 184 | 2026-04-30 | → |
| 324 | CURI CAPITAL, LLC | 134249 | 13,039 | $11.58B | 180 | 2026-03-31 | → |
| 325 | STEPHENS INC. | 3496 | 12,927 | $18.04B | 611 | 2026-06-30 | → |
| 326 | CLEARSTEAD ADVISORS, LLC | 105674 | 12,837 | $33.88B | 280 | 2026-03-31 | → |
| 327 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | 12,815 | $3.42B | 61 | 2026-05-31 | → |
| 328 | COMPOSITION WEALTH, LLC | 143483 | 12,787 | $9.47B | 128 | 2026-03-31 | → |
| 329 | STRATOS WEALTH ADVISORS LLC | 283816 | 12,764 | $5.57B | 170 | 2026-06-30 | → |
| 330 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | 12,583 | $40.94B | 278 | 2026-03-31 | → |
| 331 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | 111872 | 12,525 | $2.66B | 67 | 2026-03-31 | → |
| 332 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | 12,459 | $184.81B | 210 | 2026-01-31 | → |
| 333 | CREATIVEONE SECURITIES, LLC | 152974 | 12,438 | $2.54B | 196 | 2026-05-31 | → |
| 334 | INTEGRATED ADVISORS NETWORK LLC | 171991 | 12,420 | $5.52B | 87 | 2026-06-30 | → |
| 335 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | 12,368 | $14.59B | 132 | 2026-05-31 | → |
| 336 | PFG ADVISORS, LLC | 173344 | 12,352 | $3.26B | 112 | 2026-03-31 | → |
| 337 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | 12,213 | $43.00B | 225 | 2026-03-31 | → |
| 338 | JOHN E. SESTINA AND COMPANY | 108634 | 12,193 | $744.0M | 19 | 2026-03-31 | → |
| 339 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | 12,012 | $4.98B | 67 | 2026-03-31 | → |
| 340 | RITHOLTZ WEALTH MANAGEMENT | 168652 | 11,992 | $7.70B | 83 | 2026-05-31 | → |
| 341 | CSENGE ADVISORY GROUP, LLC | 131167 | 11,888 | $3.17B | 74 | 2026-03-31 | → |
| 342 | TCI WEALTH ADVISORS, INC. | 107373 | 11,856 | $5.37B | 72 | 2026-04-30 | → |
| 343 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | 11,815 | $25.12B | 148 | 2026-06-30 | → |
| 344 | STRATEGIC INVESTMENT ADVISORS, LLC | 151501 | 11,760 | $1.82B | 16 | 2026-06-30 | → |
| 345 | MONEY CONCEPTS CAPITAL CORP | 12963 | 11,750 | $4.07B | 478 | 2026-03-31 | → |
| 346 | KINGSWOOD WEALTH ADVISORS, LLC | 288792 | 11,682 | $3.80B | 88 | 2026-05-31 | → |
| 347 | STONEX ADVISORS INC. | 174182 | 11,545 | $5.09B | 220 | 2026-06-30 | → |
| 348 | B.O.S.S. RETIREMENT ADVISORS, LLC | 171143 | 11,452 | $1.38B | 87 | 2026-04-30 | → |
| 349 | SYMMETRY PARTNERS, LLC. | 120982 | 11,419 | $4.73B | 52 | 2026-02-28 | → |
| 350 | APTUS CAPITAL ADVISORS, LLC | 167626 | 11,212 | $14.14B | 40 | 2026-03-31 | → |
| 351 | COASTAL BRIDGE ADVISORS, LLC | 152569 | 11,204 | $5.02B | 46 | 2026-03-31 | → |
| 352 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | 11,181 | $15.54B | 204 | 2026-04-30 | → |
| 353 | EVOKE WEALTH, LLC | 300856 | 11,168 | $17.29B | 96 | 2026-04-30 | → |
| 354 | MADISON AVENUE SECURITIES, LLC | 23224 | 11,158 | $2.02B | 125 | 2026-05-31 | → |
| 355 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | 11,156 | $19.78B | 103 | 2025-12-31 | → |
| 356 | SANTANDER SECURITIES LLC | 41791 | 11,152 | $3.14B | 449 | 2026-05-31 | → |
| 357 | DAKOTA WEALTH, LLC | 297987 | 11,148 | $6.94B | 91 | 2026-03-31 | → |
| 358 | BERGER FINANCIAL GROUP, INC. | 308174 | 11,139 | $2.95B | 89 | 2026-03-31 | → |
| 359 | NWF ADVISORY SERVICES INC | 110410 | 11,132 | $6.43B | 111 | 2026-03-31 | → |
| 360 | BFC PLANNING, INC. | 119682 | 11,094 | $3.84B | 200 | 2026-03-31 | → |
| 361 | REGAL INVESTMENT ADVISORS LLC | 125004 | 11,067 | $2.88B | 131 | 2026-05-31 | → |
| 362 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 11,051 | $475.78B | 956 | 2026-05-31 | → |
| 363 | VISIONARY WEALTH ADVISORS, LLC | 169610 | 11,030 | $3.54B | 74 | 2026-03-31 | → |
| 364 | KRILOGY FINANCIAL LLC | 149046 | 10,985 | $5.20B | 103 | 2026-03-31 | → |
| 365 | ONE CAPITAL MANAGEMENT, LLC | 114861 | 10,969 | $8.53B | 103 | 2026-06-30 | → |
| 366 | RICHARD BERNSTEIN ADVISORS LLC | 153577 | 10,965 | $3.79B | 28 | 2026-06-30 | → |
| 367 | WESTERN INTERNATIONAL SECURITIES, INC. | 39262 | 10,897 | $3.51B | 407 | 2025-06-30 | → |
| 368 | ADVISOR RESOURCE COUNCIL | 164109 | 10,843 | $3.49B | 119 | 2026-03-31 | → |
| 369 | SUMMIT GLOBAL INVESTMENTS, LLC | 157091 | 10,822 | $2.29B | 37 | 2026-06-30 | → |
| 370 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | 10,769 | $5.63B | 43 | 2026-06-30 | → |
| 371 | TREK FINANCIAL, LLC | 109376 | 10,768 | $2.82B | 55 | 2026-05-31 | → |
| 372 | CENTAURUS FINANCIAL, INC. | 30833 | 10,749 | $7.34B | 580 | 2025-07-31 | → |
| 373 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | 10,660 | $9.55B | 79 | 2026-03-31 | → |
| 374 | BRANDES INVESTMENT PARTNERS, LP | 105404 | 10,638 | $40.65B | 149 | 2026-04-30 | → |
| 375 | ALPHACORE CAPITAL LLC | 174346 | 10,634 | $9.03B | 111 | 2026-04-30 | → |
| 376 | ROYAL FUND MANAGEMENT, LLC | 144434 | 10,599 | $1.56B | 93 | 2026-05-31 | → |
| 377 | ATOMIC INVEST LLC | 313255 | 10,542 | $319.5M | 21 | 2026-04-30 | → |
| 378 | TANDEM INVESTMENT ADVISORS INC | 109392 | 10,432 | $3.45B | 18 | 2026-05-31 | → |
| 379 | MCADAM LLC | 170914 | 10,423 | $2.68B | 174 | 2026-04-30 | → |
| 380 | FLEXIBLE PLAN INVESTMENTS LTD | 110762 | 10,406 | $1.48B | 68 | 2026-03-31 | → |
| 381 | SIGNAL ADVISORS WEALTH, LLC | 301086 | 10,372 | $1.69B | 37 | 2026-05-31 | → |
| 382 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | 10,282 | $4.02B | 81 | 2026-01-31 | → |
| 383 | SIGNATUREFD, LLC | 112758 | 10,212 | $9.68B | 130 | 2026-03-31 | → |
| 384 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | 10,187 | $4.26B | 44 | 2026-03-31 | → |
| 385 | PARROT FINANCE, INC. | 338169 | 10,134 | $30.1M | 5 | 2026-04-30 | → |
| 386 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | 10,130 | $10.25B | 182 | 2026-03-31 | → |
| 387 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 10,118 | $324.65B | 714 | 2026-05-31 | → |
| 388 | RETIREMENT PLAN ADVISORS, LLC | 122758 | 10,031 | $3.54B | 47 | 2026-03-31 | → |
| 389 | USA FINANCIAL EXCHANGE LLC | 283466 | 9,971 | $1.64B | 38 | 2026-03-31 | → |
| 390 | ROCKEFELLER & CO. LLC | 294197 | 9,918 | $36.76B | 602 | 2026-03-31 | → |
| 391 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 149124 | 9,836 | $2.39B | 91 | 2026-03-31 | → |
| 392 | NICOLET ADVISORY SERVICES, LLC | 283940 | 9,811 | $4.29B | 75 | 2026-03-31 | → |
| 393 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | 9,743 | $6.30B | 69 | 2026-03-31 | → |
| 394 | CORECAP ADVISORS, LLC | 158819 | 9,677 | $3.99B | 116 | 2026-03-31 | → |
| 395 | FARTHER ASSET MANAGEMENT, LLC | 325807 | 9,645 | $2.91B | 7 | 2026-03-31 | → |
| 396 | VICUS CAPITAL, INC. | 116021 | 9,589 | $2.99B | 84 | 2026-03-31 | → |
| 397 | FIRST HEARTLAND CONSULTANTS, INC. | 110377 | 9,498 | $2.09B | 96 | 2026-03-31 | → |
| 398 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | 9,469 | $5.98B | 116 | 2026-03-31 | → |
| 399 | HAMILTON CAPITAL, LLC | 109116 | 9,462 | $4.94B | 90 | 2026-04-30 | → |
| 400 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 170602 | 9,418 | $1.86B | 91 | 2026-03-31 | → |
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