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 | |
|---|---|---|---|---|---|---|---|
| 401 | FUNDIFY ADVISORS LLC | 319004 | 9,393 | $888,512 | 6 | 2026-03-31 | → |
| 402 | CS PLANNING CORP | 149937 | 9,340 | $1.96B | 60 | 2026-06-30 | → |
| 403 | RBC PRIVATE COUNSEL (USA) INC. | 109648 | 9,314 | $7.89B | 1,455 | 2026-06-30 | → |
| 404 | ADVISORNET FINANCIAL, INC. | 113074 | 9,284 | $3.15B | 131 | 2026-03-31 | → |
| 405 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | 9,277 | $28.64B | 35 | 2026-03-31 | → |
| 406 | WEALTHSPIRE ADVISORS LLC | 106181 | 9,265 | $34.32B | 397 | 2026-04-30 | → |
| 407 | FIRST ADVISORS NATIONAL, LLC | 166212 | 9,026 | $505.9M | 65 | 2026-03-31 | → |
| 408 | BISON WEALTH, LLC | 299805 | 8,992 | $2.74B | 78 | 2026-06-30 | → |
| 409 | FIRST HORIZON ADVISORS, INC | 17117 | 8,936 | $13.62B | 239 | 2025-07-31 | → |
| 410 | FIDUCIARY ALLIANCE LLC | 284924 | 8,921 | $2.53B | 76 | 2026-06-30 | → |
| 411 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | 8,886 | $8.87B | 154 | 2026-04-30 | → |
| 412 | GLOBAL VIEW CAPITAL MANAGEMENT LLC | 158292 | 8,863 | $775.2M | 122 | 2026-05-31 | → |
| 413 | FUSION INVESTMENT ADVISORS LLC | 156549 | 8,848 | $1.10B | 87 | 2026-03-31 | → |
| 414 | CARDINAL POINT CAPITAL MANAGEMENT, ULC | 140619 | 8,826 | $4.81B | 56 | 2026-04-30 | → |
| 415 | TRUEPOINT, INC. | 105664 | 8,804 | $6.39B | 103 | 2026-03-31 | → |
| 416 | FEDERATED INVESTMENT COUNSELING | 105325 | 8,721 | $207.21B | 213 | 2026-05-31 | → |
| 417 | COMPOUND PLANNING, INC. | 171787 | 8,708 | $4.85B | 119 | 2026-03-31 | → |
| 418 | PGIM CUSTOM HARVEST LLC | 290235 | 8,702 | $6.90B | 68 | 2026-05-31 | → |
| 419 | EMPIRICAL FINANCIAL SERVICES, LLC | 152622 | 8,689 | $8.43B | 94 | 2026-06-30 | → |
| 420 | TECTONIC ADVISORS LLC | 139713 | 8,685 | $5.14B | 6 | 2026-03-31 | → |
| 421 | GILDER GAGNON HOWE & CO. LLC | 2002 | 8,648 | $12.12B | 84 | 2026-03-31 | → |
| 422 | MORAN WEALTH MANAGEMENT, LLC | 319208 | 8,648 | $5.10B | 56 | 2026-06-30 | → |
| 423 | SUMMIT WEALTH GROUP LLC | 335242 | 8,632 | $2.31B | 80 | 2026-03-31 | → |
| 424 | CAIN, WATTERS & ASSOCIATES, LLC | 111521 | 8,623 | $5.04B | 341 | 2026-06-30 | → |
| 425 | STRATEGIC WEALTH INVESTMENT GROUP, LLC | 165474 | 8,606 | $1.38B | 88 | 2026-03-31 | → |
| 426 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | 8,542 | $5.01B | 198 | 2026-03-31 | → |
| 427 | PROCYON ADVISORS, LLC | 288239 | 8,535 | $9.20B | 76 | 2026-05-31 | → |
| 428 | CARLSON CAPITAL MANAGEMENT, LLC | 281544 | 8,501 | $3.81B | 78 | 2025-03-31 | → |
| 429 | STEELPEAK WEALTH, LLC | 165168 | 8,463 | $4.15B | 84 | 2026-03-31 | → |
| 430 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | 8,458 | $8.76B | 141 | 2026-03-31 | → |
| 431 | REVOLUT WEALTH INC. | 322894 | 8,441 | $5.5M | 5 | 2026-02-28 | → |
| 432 | OSAIC INSTITUTIONS, INC. | 35371 | 8,436 | $6.49B | 1,839 | 2026-05-31 | → |
| 433 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | 8,419 | $11.58B | 64 | 2026-03-31 | → |
| 434 | STRATEGIC BLUEPRINT, LLC | 284840 | 8,411 | $2.54B | 56 | 2026-05-31 | → |
| 435 | QUILLU INC | 170975 | 8,400 | $30.0M | 2 | 2026-03-31 | → |
| 436 | ENCOMPASS MORE ASSET MANAGEMENT LLC | 322382 | 8,361 | $984.9M | 108 | 2026-06-30 | → |
| 437 | INSPIRE ADVISORS, LLC | 300279 | 8,330 | $1.33B | 63 | 2026-06-30 | → |
| 438 | BLUESTEM WEALTH PARTNERS, LLC | 324489 | 8,328 | $1.12B | 34 | 2026-03-31 | → |
| 439 | N.E.W. ADVISORY SERVICES, LLC | 290405 | 8,318 | $1.60B | 23 | 2026-03-31 | → |
| 440 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | 8,312 | $14.20B | 79 | 2026-03-31 | → |
| 441 | THE ASCENT GROUP, LLC | 314424 | 8,291 | $4.76B | 44 | 2026-03-31 | → |
| 442 | ASPIRIANT, LLC | 146720 | 8,276 | $18.05B | 218 | 2026-05-31 | → |
| 443 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | 8,266 | $7.51B | 69 | 2026-04-30 | → |
| 444 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | 8,264 | $60.91B | 53 | 2026-03-31 | → |
| 445 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | 8,254 | $502.40B | 914 | 2026-05-31 | → |
| 446 | FIDUCIARY FINANCIAL ADVISORS | 172103 | 8,246 | $1.33B | 50 | 2026-04-30 | → |
| 447 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | 8,242 | $8.76B | 118 | 2026-04-30 | → |
| 448 | WELLINGTON CONSULTING SERVICES INC | 105837 | 8,210 | $1.69B | 13 | 2026-03-31 | → |
| 449 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | 8,162 | $427.71B | 1,394 | 2026-05-31 | → |
| 450 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | 8,074 | $30.51B | 249 | 2026-03-31 | → |
| 451 | JARISLOWSKY, FRASER LIMITED | 107390 | 8,063 | $38.23B | 225 | 2025-05-31 | → |
| 452 | NATIONS FINANCIAL GROUP, INC. | 44181 | 8,041 | $4.77B | 94 | 2026-03-31 | → |
| 453 | GATEWAY WEALTH PARTNERS, LLC | 322789 | 8,021 | $2.28B | 83 | 2026-06-30 | → |
| 454 | COMPASS FINANCIAL GROUP, INC | 157109 | 8,015 | $1.23B | 13 | 2025-11-30 | → |
| 455 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 286093 | 8,005 | $850.6M | 30 | 2026-06-30 | → |
| 456 | JAMES HAMBRO & PARTNERS LLP | 286283 | 7,995 | $10.56B | 166 | 2025-11-30 | → |
| 457 | TALON LLC | 298714 | 7,916 | $1.06B | 22 | 2026-05-31 | → |
| 458 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | 7,863 | $6.01B | 93 | 2026-03-31 | → |
| 459 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | 7,854 | $2.28B | 10 | 2026-05-31 | → |
| 460 | CAPITAL ADVISORS, INC. | 104643 | 7,826 | $7.43B | 69 | 2026-03-31 | → |
| 461 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | 7,821 | $9.72B | 160 | 2026-05-31 | → |
| 462 | PORTSIDE WEALTH GROUP, LLC | 325175 | 7,819 | $1.43B | 54 | 2026-06-30 | → |
| 463 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | 7,806 | $5.31B | 12 | 2025-11-30 | → |
| 464 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | 7,790 | $4.65B | 206 | 2026-06-30 | → |
| 465 | PLANCORP, LLC | 106599 | 7,685 | $9.94B | 97 | 2026-05-31 | → |
| 466 | SGROI WEALTH ADVISORY GROUP LLC | 289764 | 7,676 | $1.36B | 27 | 2026-02-28 | → |
| 467 | VOYA RETIREMENT ADVISORS, LLC | 3989 | 7,672 | $37.47B | 121 | 2026-03-31 | → |
| 468 | STRATOS INVESTMENT MANAGEMENT, LLC | 283850 | 7,664 | $3.31B | 89 | 2026-06-30 | → |
| 469 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 144426 | 7,636 | $2.57B | 124 | 2026-01-31 | → |
| 470 | TRUWEALTH ADVISORS, LLC | 306876 | 7,629 | $3.05B | 3 | 2026-05-31 | → |
| 471 | QUOTIENT WEALTH PARTNERS, LLC | 326819 | 7,616 | $4.61B | 60 | 2026-04-30 | → |
| 472 | VERITY ASSET MANAGEMENT, INC. | 158667 | 7,603 | $1.15B | 77 | 2026-06-30 | → |
| 473 | VIRTUE CAPITAL MANAGEMENT, LLC | 167816 | 7,561 | $1.31B | 105 | 2026-03-31 | → |
| 474 | WEALTHSPIRE RETIREMENT, LLC | 121254 | 7,532 | $38.61B | 244 | 2026-03-31 | → |
| 475 | EARNEST PARTNERS LLC | 107926 | 7,508 | $42.61B | 47 | 2026-06-30 | → |
| 476 | USA FINANCIAL FORMULAS LLC | 139987 | 7,489 | $534.4M | 38 | 2026-03-31 | → |
| 477 | JANUS HENDERSON INVESTORS US LLC | 104652 | 7,485 | $380.43B | 1,013 | 2026-06-30 | → |
| 478 | REVISOR WEALTH MANAGEMENT LLC | 169814 | 7,480 | $2.53B | 11 | 2026-05-31 | → |
| 479 | ZHANG FINANCIAL LLC | 159257 | 7,455 | $8.37B | 50 | 2026-03-31 | → |
| 480 | FORGE FINANCIAL SERVICES, LLC | 306480 | 7,427 | $1.46B | 15 | 2026-03-31 | → |
| 481 | TRIAD WEALTH PARTNERS, LLC | 326523 | 7,423 | $1.53B | 46 | 2026-06-30 | → |
| 482 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | 7,409 | $7.47B | 73 | 2026-03-31 | → |
| 483 | DAYMARK WEALTH PARTNERS, LLC | 320878 | 7,405 | $5.04B | 40 | 2026-02-28 | → |
| 484 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | 104914 | 7,360 | $2.89B | 60 | 2026-03-31 | → |
| 485 | VERDENCE CAPITAL ADVISORS, LLC | 288512 | 7,342 | $4.63B | 52 | 2026-05-31 | → |
| 486 | MCF ADVISORS, LLC | 130372 | 7,325 | $4.68B | 55 | 2026-05-31 | → |
| 487 | VERUS CAPITAL PARTNERS, LLC | 151568 | 7,289 | $2.29B | 68 | 2026-03-31 | → |
| 488 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | 7,240 | $4.76B | 59 | 2026-06-30 | → |
| 489 | MARCUM WEALTH, LLC | 134628 | 7,209 | $2.97B | 38 | 2025-05-31 | → |
| 490 | CONCURRENT ASSET MANAGEMENT, LLC | 330657 | 7,204 | $2.49B | 3 | 2026-06-30 | → |
| 491 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | 144733 | 7,198 | $1.54B | 30 | 2026-03-31 | → |
| 492 | WEDBUSH SECURITIES INC. | 877 | 7,192 | $5.68B | 897 | 2026-04-30 | → |
| 493 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | 7,164 | $10.79B | 35 | 2026-06-30 | → |
| 494 | ALLEN CAPITAL GROUP, LLC | 135879 | 7,160 | $1.50B | 38 | 2026-03-31 | → |
| 495 | B. RILEY WEALTH ADVISORS, INC. | 115927 | 7,143 | $4.21B | 268 | 2026-03-31 | → |
| 496 | PRIVATE MANAGEMENT GROUP INC | 104707 | 7,132 | $4.90B | 21 | 2026-04-30 | → |
| 497 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | 7,122 | $4.97B | 45 | 2026-06-30 | → |
| 498 | COOPER FINANCIAL GROUP | 111458 | 7,111 | $2.85B | 53 | 2026-06-30 | → |
| 499 | APPLETON PARTNERS, INC. | 110049 | 7,106 | $12.55B | 59 | 2026-03-31 | → |
| 500 | GREENSPRING ADVISORS, LLC | 132669 | 7,101 | $6.46B | 68 | 2026-06-30 | → |
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