Research Report · 2026-06-30
Top Registered Investment Advisers by Pension Clients
SEC-registered investment advisers ranked by reported pension and profit-sharing plan clients.
Firms
1,000
Total AUM
$66.82T
Median AUM
$2.86B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Pension Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | FEDERATED INVESTMENT COUNSELING | 105325 | 215 | $207.21B | 213 | 2026-05-31 | → |
| 202 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | 214 | $2.20T | 3,760 | 2026-03-31 | → |
| 203 | BRANDES INVESTMENT PARTNERS, LP | 105404 | 209 | $40.65B | 149 | 2026-04-30 | → |
| 204 | A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC | 8361 | 209 | $2.30B | 320 | 2026-06-30 | → |
| 205 | BUCK WEALTH STRATEGIES, LLC | 322138 | 209 | $1.64B | 102 | 2026-06-30 | → |
| 206 | SILVER COAST INVESTMENTS LLC | 167771 | 209 | $401.6M | 32 | 2026-03-31 | → |
| 207 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | 208 | $15.66B | 736 | 2026-03-31 | → |
| 208 | AE WEALTH MANAGEMENT, LLC | 282580 | 207 | $49.84B | 630 | 2026-06-30 | → |
| 209 | 3(38) INVESTMENT FIDUCIARIES INC. | 298053 | 207 | $1.04B | 2 | 2026-06-30 | → |
| 210 | FIDUCIENT ADVISORS LLC | 106720 | 205 | $97.54B | 210 | 2026-03-31 | → |
| 211 | MAI CAPITAL MANAGEMENT, LLC | 109807 | 205 | $52.10B | 562 | 2026-05-31 | → |
| 212 | INTEGRITY FINANCIAL CORPORATION | 137125 | 205 | $868.1M | 21 | 2026-03-31 | → |
| 213 | ON INVESTMENT MANAGEMENT CO | 105662 | 204 | $3.15B | 196 | 2026-04-30 | → |
| 214 | TWELVE POINTS WEALTH MANAGEMENT LLC | 171107 | 202 | $2.24B | 25 | 2026-05-31 | → |
| 215 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | 200 | $12.97B | 31 | 2026-05-31 | → |
| 216 | TRIPPON WEALTH MANAGEMENT GROUP LLC | 136485 | 198 | $262.3M | 5 | 2026-03-31 | → |
| 217 | VISE AI ADVISORS, LLC | 301761 | 194 | $8.53B | 44 | 2026-06-30 | → |
| 218 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | 193 | $10.49B | 30 | 2026-03-31 | → |
| 219 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | 191 | $50.54B | 585 | 2026-03-31 | → |
| 220 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | 190 | $10.25B | 182 | 2026-03-31 | → |
| 221 | VALMARK ADVISERS INC | 108050 | 190 | $10.17B | 280 | 2026-06-30 | → |
| 222 | SIGMA PLANNING CORPORATION | 110692 | 190 | $6.10B | 471 | 2026-05-31 | → |
| 223 | WATERLOO CAPITAL, L.P. | 133705 | 188 | $2.26B | 64 | 2026-06-30 | → |
| 224 | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | 312989 | 187 | $607.1M | 30 | 2025-03-31 | → |
| 225 | QBOX FIDUCIARY SOLUTIONS, LLC | 167622 | 187 | $429.2M | 2 | 2026-03-31 | → |
| 226 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | 184 | $35.69B | 151 | 2026-05-31 | → |
| 227 | BPS WEALTH ADVISORS, INC. | 106249 | 184 | $1.08B | 5 | 2026-04-30 | → |
| 228 | KOVACK ADVISORS, INC. | 140808 | 181 | $6.28B | 320 | 2026-04-30 | → |
| 229 | RBC ROCHDALE, LLC | 117198 | 180 | $72.96B | 269 | 2026-05-31 | → |
| 230 | THREE BELL CAPITAL LLC | 159736 | 179 | $5.05B | 22 | 2026-06-30 | → |
| 231 | PASI INVESTMENTS, LLC | 145640 | 179 | $676.3M | 8 | 2026-03-31 | → |
| 232 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | 178 | $10.60B | 325 | 2026-06-30 | → |
| 233 | KEY INVESTMENT SERVICES LLC | 136300 | 175 | $8.88B | 1,325 | 2026-06-30 | → |
| 234 | WEALTHCARE ADVISORY PARTNERS LLC | 171976 | 174 | $8.29B | 243 | 2026-06-30 | → |
| 235 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 172 | $1.43T | 1,868 | 2026-03-31 | → |
| 236 | PLANPILOT, LLC | 160319 | 172 | $5.58B | 15 | 2026-02-28 | → |
| 237 | LUTZ FINANCIAL SERVICES, LLC | 117273 | 171 | $3.19B | 22 | 2026-03-31 | → |
| 238 | NATIXIS ADVISORS, LLC | 106800 | 170 | $108.65B | 412 | 2026-03-31 | → |
| 239 | MADISON INVESTMENT ADVISORS, LLC | 110297 | 169 | $13.84B | 92 | 2026-03-31 | → |
| 240 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | 168 | $7.58B | 236 | 2026-05-31 | → |
| 241 | 1834 INVESTMENT ADVISORS CO. | 105435 | 168 | $2.20B | 45 | 2026-04-30 | → |
| 242 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | 167 | $15.13B | 205 | 2026-04-30 | → |
| 243 | ASPIRE CAPITAL ADVISORS LLC | 298366 | 167 | $1.23B | 22 | 2026-04-30 | → |
| 244 | ADVANCED CAPITAL GROUP, INC. | 109673 | 166 | $29.99B | 22 | 2026-03-31 | → |
| 245 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | 166 | $5.09B | 6 | 2025-05-31 | → |
| 246 | NEPC, LLC | 110562 | 165 | $152.72B | 379 | 2026-05-31 | → |
| 247 | ROVIN CAPITAL LLC | 152662 | 165 | $710.7M | 9 | 2026-03-31 | → |
| 248 | KERBERROSE WEALTH MANAGEMENT, LLC | 168787 | 164 | $1.16B | 13 | 2026-03-31 | → |
| 249 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | 162 | $4.26B | 44 | 2026-03-31 | → |
| 250 | NORTHSTAR FIDUCIARY PARTNERS, LLC | 284994 | 162 | $1.27B | 2 | 2026-04-30 | → |
| 251 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 330050 | 162 | $1.07B | 14 | 2026-06-30 | → |
| 252 | HBK SORCE ADVISORY LLC | 112139 | 161 | $7.66B | 109 | 2026-02-28 | → |
| 253 | LAWLEY RETIREMENT ADVISORS, LLC | 282786 | 161 | $2.13B | 12 | 2026-03-31 | → |
| 254 | COMPASS ADVISORY GROUP LLC | 288256 | 161 | $767.5M | 7 | 2026-02-28 | → |
| 255 | ACCESS FINANCIAL RESOURCES INC. | 109495 | 160 | $410.6M | 9 | 2026-04-30 | → |
| 256 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | 159 | $14.43B | 158 | 2026-03-31 | → |
| 257 | WCG WEALTH ADVISORS, LLC | 173194 | 158 | $6.28B | 131 | 2026-06-30 | → |
| 258 | PROCYON ADVISORS, LLC | 288239 | 156 | $9.20B | 76 | 2026-05-31 | → |
| 259 | STONEBRIDGE FINANCIAL GROUP, LLC | 327529 | 156 | $2.28B | 29 | 2026-03-31 | → |
| 260 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | 155 | $36.11B | 128 | 2026-03-31 | → |
| 261 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | 154 | $1.60T | 7,987 | 2026-06-30 | → |
| 262 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | 153 | $5.49B | 11 | 2026-03-31 | → |
| 263 | RED OAK FINANCIAL GROUP, LLC | 166912 | 151 | $1.04B | 20 | 2026-05-31 | → |
| 264 | APS MANAGEMENT GROUP, INC. | 284697 | 150 | $217.4M | 6 | 2026-03-31 | → |
| 265 | TRUIST ADVISORY SERVICES, INC. | 283390 | 147 | $77.39B | 2,461 | 2026-06-30 | → |
| 266 | LEGACY WEALTH MANAGEMENT, LLC | 174767 | 147 | $629.0M | 39 | 2026-05-31 | → |
| 267 | GREENBUSH FINANCIAL GROUP, LLC | 125500 | 146 | $616.5M | 6 | 2026-01-31 | → |
| 268 | APELLA CAPITAL, LLC | 171106 | 145 | $11.07B | 179 | 2026-06-30 | → |
| 269 | MEKETA INVESTMENT GROUP INC | 110601 | 145 | $9.99B | 248 | 2026-03-31 | → |
| 270 | MONEY CONCEPTS CAPITAL CORP | 12963 | 143 | $4.07B | 478 | 2026-03-31 | → |
| 271 | Q3 ASSET MANAGEMENT CORPORATION | 137839 | 142 | $794.7M | 12 | 2026-03-31 | → |
| 272 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | 140 | $18.81B | 140 | 2026-03-31 | → |
| 273 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 174809 | 140 | $2.69B | 21 | 2026-03-31 | → |
| 274 | ARISTA WEALTH MANAGEMENT, LLC | 141504 | 139 | $1.20B | 16 | 2026-04-30 | → |
| 275 | TITAN RETIREMENT ADVISORS LLC | 166359 | 139 | $531.0M | 2 | 2026-03-31 | → |
| 276 | CARBON COLLECTIVE INVESTING, LLC | 310129 | 139 | $348.4M | 4 | 2026-03-31 | → |
| 277 | INSIGHT NORTH AMERICA LLC | 145995 | 138 | $171.09B | 238 | 2026-06-30 | → |
| 278 | TECTONIC ADVISORS LLC | 139713 | 137 | $5.14B | 6 | 2026-03-31 | → |
| 279 | NOVEM GROUP | 158964 | 137 | $1.72B | 52 | 2026-02-28 | → |
| 280 | FISCAL WISDOM WEALTH MANAGEMENT LLC | 168299 | 137 | $386.0M | 18 | 2026-04-30 | → |
| 281 | THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 172470 | 136 | $2.64B | 59 | 2026-06-30 | → |
| 282 | WESTWIND CAPITAL | 106802 | 135 | $795.9M | 10 | 2026-04-30 | → |
| 283 | BUFFALO FIRST WEALTH MANAGEMENT, LLC | 168937 | 135 | $91.7M | 4 | 2026-01-31 | → |
| 284 | THURSTON SPRINGER ADVISORS, LLC | 299201 | 134 | $3.68B | 93 | 2025-11-30 | → |
| 285 | PHILLIPS AND COMPANY ADVISORS LLC | 167214 | 134 | $2.66B | 19 | 2026-03-31 | → |
| 286 | CADARET, GRANT & CO., INC. | 10641 | 133 | $7.67B | 692 | 2025-07-31 | → |
| 287 | FOCUSED WEALTH MANAGEMENT, INC. | 154828 | 133 | $2.27B | 19 | 2026-03-31 | → |
| 288 | KRILOGY FINANCIAL LLC | 149046 | 132 | $5.20B | 103 | 2026-03-31 | → |
| 289 | MANNING & NAPIER ADVISORS, LLC | 105992 | 131 | $17.03B | 195 | 2026-06-30 | → |
| 290 | CSM ADVISORS, LLC | 306128 | 131 | $11.65B | 44 | 2026-05-31 | → |
| 291 | SYNOVUS SECURITIES, INC. | 14023 | 131 | $8.45B | 280 | 2026-01-31 | → |
| 292 | FINANCIAL MANAGEMENT NETWORK INC | 110454 | 131 | $2.14B | 50 | 2025-12-31 | → |
| 293 | DIVERSIFIED FINANCIAL ADVISORS, LLC | 118261 | 131 | $585.9M | 3 | 2026-03-31 | → |
| 294 | MONARCH PLAN ADVISORS | 286612 | 130 | $792.6M | 5 | 2026-06-30 | → |
| 295 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | 129 | $4.98B | 37 | 2026-03-31 | → |
| 296 | SYM FINANCIAL CORPORATION | 107517 | 128 | $5.81B | 84 | 2026-03-31 | → |
| 297 | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | 123898 | 128 | $3.49B | 16 | 2026-03-31 | → |
| 298 | TRIUNE FINANCIAL PARTNERS, LLC | 152277 | 128 | $1.52B | 24 | 2026-03-31 | → |
| 299 | CORVUS WEALTH ADVISORS LLC | 311261 | 128 | $1.08B | 19 | 2026-03-31 | → |
| 300 | FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC | 168390 | 128 | $194.9M | 4 | 2026-03-31 | → |
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