Research Report · 2026-06-30
Top Registered Investment Advisers by Non-Discretionary Accounts
SEC-registered investment advisers ranked by reported non-discretionary client accounts.
Firms
1,000
Total AUM
$28.33T
Median AUM
$1.19B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Non-Discretionary Accounts↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | SANCTUARY ADVISORS, LLC | 226606 | 940 | $34.88B | 770 | 2026-06-30 | → |
| 402 | DAUS FINANCIAL SERVICES, LLC | 323054 | 936 | $270.5M | 8 | 2026-02-28 | → |
| 403 | REDWOOD COAST FINANCIAL PARTNERS | 226560 | 933 | $151.8M | 4 | 2026-01-31 | → |
| 404 | PARCION PRIVATE WEALTH LLC | 305115 | 930 | $2.95B | 28 | 2026-03-31 | → |
| 405 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 317377 | 927 | $2.04B | 22 | 2026-03-31 | → |
| 406 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | 923 | $5.77B | 59 | 2026-05-31 | → |
| 407 | BRANDON FINANCIAL PLANNING, INC. | 110267 | 923 | $434.9M | 5 | 2026-03-31 | → |
| 408 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | 126514 | 918 | $382.0M | 56 | 2026-03-31 | → |
| 409 | CL WEALTH MANAGEMENT LLC | 134922 | 913 | $733.6M | 42 | 2026-03-31 | → |
| 410 | ARIS INVESTING LLC | 325320 | 907 | $3.31B | 32 | 2026-06-30 | → |
| 411 | NET WORTH ADVISORY GROUP, LLC | 126983 | 903 | $838.4M | 20 | 2026-03-31 | → |
| 412 | VALTINSON BRUNER FINANCIAL PLANNING LLC | 297866 | 900 | $712.0M | 11 | 2026-02-28 | → |
| 413 | OSAIC ADVISORY SERVICES, LLC | 171070 | 899 | $15.48B | 2,180 | 2026-06-30 | → |
| 414 | IFG ADVISORY, LLC | 168012 | 898 | $4.76B | 187 | 2026-03-31 | → |
| 415 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 144426 | 895 | $2.57B | 124 | 2026-01-31 | → |
| 416 | FINANCIAL INDEPENDENCE, LLC | 150515 | 895 | $288.1M | 7 | 2026-03-31 | → |
| 417 | UNDERDOG WEALTH MANAGEMENT, LLC | 152998 | 892 | $111.9M | 2 | 2026-06-30 | → |
| 418 | ALBANYADVISOR GROUP LLC | 316226 | 891 | $302.8M | 6 | 2026-02-28 | → |
| 419 | SIGNATUREFD, LLC | 112758 | 890 | $9.68B | 130 | 2026-03-31 | → |
| 420 | HB WEALTH MANAGEMENT, LLC | 316731 | 888 | $30.16B | 325 | 2026-05-31 | → |
| 421 | ALTUS WEALTH GROUP, LLC | 287848 | 888 | $620.1M | 7 | 2026-06-30 | → |
| 422 | BIENVILLE CAPITAL MANAGEMENT, LLC | 149320 | 885 | $4.45B | 27 | 2026-03-31 | → |
| 423 | OPAL WEALTH ADVISORS, LLC | 289759 | 883 | $1.24B | 20 | 2026-02-28 | → |
| 424 | REIFY WEALTH ADVISORS, INC. | 121978 | 877 | $524.4M | 15 | 2026-03-31 | → |
| 425 | PROMETHEUS CAPITAL MANAGEMENT CORP. | 121982 | 872 | $397.8M | 4 | 2026-03-31 | → |
| 426 | ASHWORTH WEALTH, LLC | 116950 | 871 | $377.8M | 5 | 2026-02-28 | → |
| 427 | CONDOR CAPITAL MANAGEMENT | 104920 | 862 | $2.18B | 31 | 2026-03-31 | → |
| 428 | EQ, LLC | 291033 | 861 | $941.7M | 15 | 2026-04-30 | → |
| 429 | STONEGATE INVESTMENT GROUP, LLC | 314889 | 856 | $5.67B | 14 | 2025-05-31 | → |
| 430 | STREETBEAT LLC | 315893 | 853 | $4.9M | 2 | 2026-03-31 | → |
| 431 | MCDONALD PARTNERS LLC | 135414 | 851 | $1.28B | 29 | 2026-06-30 | → |
| 432 | OFG FINANCIAL SERVICES, INC. | 23940 | 850 | $271.0M | 30 | 2026-03-31 | → |
| 433 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | 846 | $1.06B | 6 | 2026-02-28 | → |
| 434 | PARA WEALTH ADVISORS, INC. | 322683 | 845 | $221.0M | 4 | 2026-04-30 | → |
| 435 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION | 107549 | 841 | $263.9M | 4 | 2026-03-31 | → |
| 436 | TRUEPOINT, INC. | 105664 | 839 | $6.39B | 103 | 2026-03-31 | → |
| 437 | DILLON & ASSOCIATES INC | 104662 | 838 | $916.4M | 8 | 2026-06-30 | → |
| 438 | SB ADVISORY, LLC | 154680 | 836 | $1.10B | 35 | 2026-06-30 | → |
| 439 | MNS FINANCIAL MANAGEMENT, L.L.C. | 116604 | 835 | $489.2M | 9 | 2026-04-30 | → |
| 440 | FOSTER GROUP, INC. | 107148 | 832 | $4.78B | 93 | 2026-03-31 | → |
| 441 | GREENROCK RESEARCH, INC. | 131825 | 830 | $863.9M | 6 | 2026-03-31 | → |
| 442 | ROVIN CAPITAL LLC | 152662 | 830 | $710.7M | 9 | 2026-03-31 | → |
| 443 | AUSDAL FINANCIAL PARTNERS, INC. | 7995 | 822 | $3.73B | 306 | 2026-04-30 | → |
| 444 | MATSON FINANCIAL ADVISORS, INC. | 122480 | 822 | $518.9M | 9 | 2026-03-31 | → |
| 445 | G. W. HENSSLER & ASSOCIATES, LTD | 104545 | 820 | $3.81B | 88 | 2026-03-31 | → |
| 446 | LOMBARD ADVISERS INCORPORATED | 108231 | 816 | $669.8M | 41 | 2026-03-31 | → |
| 447 | SPECTRUM FINANCIAL RESOURCES, LLC | 127453 | 814 | $235.3M | 6 | 2026-03-31 | → |
| 448 | TILSON FINANCIAL GROUP INC | 110890 | 808 | $750.6M | 9 | 2026-02-28 | → |
| 449 | WISE PLANNING, INC. | 123821 | 805 | $610.3M | 6 | 2026-02-28 | → |
| 450 | WRIGHT INVESTORS SERVICE INC | 106302 | 800 | $1.21B | 22 | 2026-03-31 | → |
| 451 | ST. BERNARD FINANCIAL SERVICES, INC. | 36956 | 798 | $136.2M | 117 | 2026-05-31 | → |
| 452 | CLAYTON FINANCIAL GROUP, LLC | 226729 | 794 | $793.8M | 7 | 2026-02-28 | → |
| 453 | BBVA GLOBAL WEALTH ADVISORS, INC. | 327326 | 792 | $1.36B | 84 | 2026-06-30 | → |
| 454 | BALLAST FINANCIAL ADVISORS, LLC | 304430 | 791 | $342.6M | 5 | 2026-03-31 | → |
| 455 | ENDEAVOR PRIVATE WEALTH, INC. | 313053 | 790 | $595.3M | 13 | 2026-05-31 | → |
| 456 | BROWN ADVISORY LLC | 110181 | 789 | $124.31B | 782 | 2026-03-31 | → |
| 457 | MOMENT PARTNERS, LLC | 332691 | 789 | $1.19B | 8 | 2026-04-30 | → |
| 458 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | 787 | $6.76B | 21 | 2026-03-31 | → |
| 459 | FERMATA ADVISORS, LLC | 305614 | 787 | $1.01B | 26 | 2026-06-30 | → |
| 460 | BERKELEY CAPITAL PARTNERS, LLC | 281082 | 785 | $1.10B | 11 | 2026-03-31 | → |
| 461 | VERDE CAPITAL MANAGEMENT, INC. | 147179 | 784 | $749.8M | 16 | 2026-02-28 | → |
| 462 | FINANCIAL FREEDOM, LLC | 118772 | 783 | $443.2M | 4 | 2026-03-31 | → |
| 463 | THE ADVISORY RESOURCE GROUP, LLC | 290110 | 781 | $926.6M | 13 | 2026-03-31 | → |
| 464 | MCLAUGHLIN RYDER INVESTMENTS, INC. | 147529 | 781 | $522.1M | 3 | 2026-03-31 | → |
| 465 | JMG FINANCIAL GROUP LTD | 110302 | 777 | $7.50B | 103 | 2026-03-31 | → |
| 466 | MCBREARTY CAPITAL MANAGEMENT INC | 108972 | 773 | $279.7M | 4 | 2026-02-28 | → |
| 467 | IC ADVISORY SERVICES, INC. | 140190 | 771 | $2.06B | 220 | 2025-03-31 | → |
| 468 | DELEGATE ADVISORS, LLC | 159953 | 769 | $1.71B | 13 | 2026-03-31 | → |
| 469 | REVIEW SERVICES INC | 110277 | 768 | $227.4M | 3 | 2026-04-30 | → |
| 470 | TRIAD WEALTH PARTNERS, LLC | 326523 | 764 | $1.53B | 46 | 2026-06-30 | → |
| 471 | OUELLETTE WEALTH ADVISORY LLC | 289242 | 763 | $274.4M | 7 | 2026-06-30 | → |
| 472 | STOCKPILE INVESTMENT ADVISORS, INC. | 332799 | 763 | $562,222 | 15 | 2026-03-31 | → |
| 473 | KFA PRIVATE WEALTH GROUP, LLC | 281678 | 762 | $830.0M | 11 | 2026-03-31 | → |
| 474 | ARC ADVISORY LLC | 330258 | 762 | $708.3M | 25 | 2026-06-30 | → |
| 475 | LEGACY PLANNING ADVISORS, LLC | 121289 | 755 | $234.0M | 8 | 2026-02-28 | → |
| 476 | PORTFOLIO ADVISORS, INC. | 106111 | 754 | $261.2M | 7 | 2026-03-31 | → |
| 477 | BERRY WEALTH GROUP, LP | 327346 | 752 | $274.5M | 6 | 2026-04-30 | → |
| 478 | MANN FINANCIAL SERVICES, INC. | 297878 | 747 | $395.5M | 5 | 2026-02-28 | → |
| 479 | DOYENNE WEALTH ADVISORS LLC | 315995 | 740 | $2.04B | 18 | 2026-05-31 | → |
| 480 | STEVEN FELDSTEIN & ASSOCIATES | 109022 | 740 | $160.0M | 4 | 2026-02-28 | → |
| 481 | EP WEALTH ADVISORS, LLC. | 111147 | 738 | $45.15B | 618 | 2026-04-30 | → |
| 482 | CERITY PARTNERS LLC | 151559 | 735 | $161.68B | 1,529 | 2026-06-30 | → |
| 483 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | 111872 | 735 | $2.66B | 67 | 2026-03-31 | → |
| 484 | BOK FINANCIAL SECURITIES, INC. | 17530 | 734 | $1.06B | 165 | 2026-03-31 | → |
| 485 | BARR FINANCIAL SERVICES, LLC | 125444 | 733 | $269.2M | 2 | 2026-05-31 | → |
| 486 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | 731 | $27.28B | 50 | 2026-04-30 | → |
| 487 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | 317528 | 731 | $1.70B | 9 | 2026-03-31 | → |
| 488 | WAYPOINT STRATEGIC ADVISORS, LLC | 152077 | 728 | $136.3M | 4 | 2026-01-31 | → |
| 489 | WESTPOINT WEALTH MANAGEMENT, LLC | 310883 | 728 | $106.0M | 9 | 2026-06-30 | → |
| 490 | STEVE LYNCH WEALTH MANAGEMENT | 113715 | 727 | $153.4M | 3 | 2026-04-30 | → |
| 491 | ESSEX FINANCIAL SERVICES, INC. | 127549 | 726 | $4.17B | 46 | 2025-12-31 | → |
| 492 | PERIOPE, LC | 144256 | 725 | $177.2M | 3 | 2026-02-28 | → |
| 493 | MASTERWORKS ADVISERS, LLC | 324239 | 723 | $8.1M | 13 | 2026-03-31 | → |
| 494 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | 718 | $14.70B | 23 | 2026-04-30 | → |
| 495 | ATEGENOS CAPITAL, LLC | 326708 | 710 | $1.07B | 13 | 2026-03-31 | → |
| 496 | WEALTHSPIRE ADVISORS LLC | 106181 | 708 | $34.32B | 397 | 2026-04-30 | → |
| 497 | ABSHER WEALTH MANAGEMENT, LLC | 304642 | 705 | $1.26B | 9 | 2026-05-31 | → |
| 498 | DST WEALTH MANAGEMENT LLC | 302110 | 703 | $532.1M | 10 | 2026-02-28 | → |
| 499 | PRIVATE WEALTH SOLUTIONS, LLC | 289437 | 700 | $500.0M | 5 | 2026-02-28 | → |
| 500 | CHOREO, LLC | 111221 | 697 | $19.14B | 232 | 2026-03-31 | → |
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