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 | |
|---|---|---|---|---|---|---|---|
| 301 | LPL ENTERPRISE, LLC | 8733 | 127 | $24.94B | 5,215 | 2026-03-31 | → |
| 302 | HUB INVESTMENT PARTNERS, LLC | 307956 | 127 | $11.88B | 172 | 2026-06-30 | → |
| 303 | HAMILTON CAPITAL, LLC | 109116 | 127 | $4.94B | 90 | 2026-04-30 | → |
| 304 | PLANMEMBER SECURITIES CORPORATION | 11869 | 126 | $10.12B | 429 | 2026-03-31 | → |
| 305 | TFO WEALTH PARTNERS, LLC | 124407 | 125 | $5.66B | 67 | 2026-04-30 | → |
| 306 | INTEGRITY ALLIANCE, LLC | 139627 | 125 | $5.41B | 400 | 2026-05-31 | → |
| 307 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | 125 | $4.93B | 103 | 2026-05-31 | → |
| 308 | PRIVATE MANAGEMENT GROUP INC | 104707 | 125 | $4.90B | 21 | 2026-04-30 | → |
| 309 | PCG WEALTH ADVISORS, LLC | 290977 | 124 | $931.1M | 24 | 2026-06-30 | → |
| 310 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | 123 | $52.78B | 177 | 2026-03-31 | → |
| 311 | GREENSPRING ADVISORS, LLC | 132669 | 123 | $6.46B | 68 | 2026-06-30 | → |
| 312 | AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. | 110117 | 123 | $41.3M | 6 | 2026-03-31 | → |
| 313 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | 122 | $31.28B | 68 | 2026-06-30 | → |
| 314 | HORNOR, TOWNSEND & KENT, LLC | 4031 | 122 | $9.01B | 485 | 2026-04-30 | → |
| 315 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | 121 | $8.69B | 143 | 2026-06-30 | → |
| 316 | STEELPEAK WEALTH, LLC | 165168 | 121 | $4.15B | 84 | 2026-03-31 | → |
| 317 | FIDUCIARY BENEFITS GROUP | 326204 | 121 | $1.07B | 3 | 2026-03-31 | → |
| 318 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | 120 | $406.96B | 6,400 | 2026-06-30 | → |
| 319 | JARISLOWSKY, FRASER LIMITED | 107390 | 120 | $38.23B | 225 | 2025-05-31 | → |
| 320 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | 120 | $11.29B | 159 | 2026-06-30 | → |
| 321 | SIERRA INVESTMENT PARTNERS, INC. | 110954 | 120 | $5.50B | 9 | 2026-03-31 | → |
| 322 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | 120 | $4.44B | 52 | 2026-01-31 | → |
| 323 | INCOME RESEARCH + MANAGEMENT | 104863 | 118 | $130.65B | 218 | 2026-03-31 | → |
| 324 | TRIBRIDGE PARTNERS FINANCIAL LLC | 326489 | 118 | $1.60B | 23 | 2026-06-30 | → |
| 325 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | 117 | $7.75B | 26 | 2026-03-31 | → |
| 326 | FOREST CAPITAL MANAGEMENT, LLC | 171659 | 117 | $3.75B | 11 | 2026-03-31 | → |
| 327 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | 143608 | 117 | $2.45B | 39 | 2026-05-31 | → |
| 328 | POWER FINANCIAL PARTNERS, LLC | 324253 | 117 | $329.1M | 4 | 2026-02-28 | → |
| 329 | ERISA ADVISERS, INC. | 170487 | 117 | $187.1M | 4 | 2026-03-31 | → |
| 330 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | 116 | $9.55B | 79 | 2026-03-31 | → |
| 331 | SOWELL FINANCIAL SERVICES, LLC | 127145 | 116 | $4.81B | 162 | 2026-06-30 | → |
| 332 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 115 | $676.69B | 1,589 | 2026-06-30 | → |
| 333 | ALPHAPOINT, INC. | 130115 | 115 | $5.56B | 1 | 2026-03-31 | → |
| 334 | FREEDOM FIDUCIARIES LLC | 323673 | 115 | $584.6M | 5 | 2026-06-30 | → |
| 335 | DAVENPORT & COMPANY LLC | 1588 | 114 | $24.70B | 525 | 2026-06-30 | → |
| 336 | DIVERSIFY WEALTH MANAGEMENT, LLC | 329878 | 114 | $4.11B | 95 | 2026-03-31 | → |
| 337 | TREK FINANCIAL, LLC | 109376 | 114 | $2.82B | 55 | 2026-05-31 | → |
| 338 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | 113 | $7.62B | 42 | 2026-03-31 | → |
| 339 | RATHER & KITTRELL, INC. | 114885 | 113 | $2.25B | 32 | 2026-03-31 | → |
| 340 | PERENNIAL INVESTMENT ADVISORS, LLC | 286477 | 112 | $2.50B | 71 | 2026-03-31 | → |
| 341 | SMITH BROTHERS FINANCIAL, LLC | 322951 | 112 | $1.11B | 7 | 2026-05-31 | → |
| 342 | PGIM, INC. | 105676 | 111 | $1.13T | 1,990 | 2026-04-30 | → |
| 343 | MODERA WEALTH MANAGEMENT, LLC | 155649 | 111 | $17.68B | 238 | 2026-06-30 | → |
| 344 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | 111 | $14.59B | 132 | 2026-05-31 | → |
| 345 | NEWPORT CAPITAL GROUP, LLC | 144442 | 111 | $1.28B | 18 | 2026-03-31 | → |
| 346 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | 110 | $76.41B | 207 | 2026-03-31 | → |
| 347 | OSAIC FS, INC. | 3870 | 110 | $4.48B | 655 | 2025-01-31 | → |
| 348 | TRAPHAGEN INVESTMENT ADVISORS LLC | 107764 | 110 | $2.28B | 18 | 2026-03-31 | → |
| 349 | WESTERN WEALTH MANAGEMENT LLC | 283545 | 109 | $5.36B | 98 | 2026-06-30 | → |
| 350 | DEW POINT CAPITAL, INC. | 305010 | 109 | $513.2M | 2 | 2026-03-31 | → |
| 351 | F/M INVESTMENTS LLC | 304405 | 108 | $17.74B | 83 | 2026-03-31 | → |
| 352 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | 108 | $4.98B | 67 | 2026-03-31 | → |
| 353 | ESSEX FINANCIAL SERVICES, INC. | 127549 | 108 | $4.17B | 46 | 2025-12-31 | → |
| 354 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | 155186 | 108 | $3.79B | 42 | 2026-03-31 | → |
| 355 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 128591 | 108 | $3.31B | 28 | 2026-03-31 | → |
| 356 | INVST, LLC | 282863 | 108 | $1.57B | 65 | 2026-04-30 | → |
| 357 | DELTA CAPITAL MANAGEMENT, LLC | 128350 | 108 | $277.4M | 9 | 2026-03-31 | → |
| 358 | COASTAL BRIDGE ADVISORS, LLC | 152569 | 107 | $5.02B | 46 | 2026-03-31 | → |
| 359 | G. W. HENSSLER & ASSOCIATES, LTD | 104545 | 107 | $3.81B | 88 | 2026-03-31 | → |
| 360 | SPINNAKER INVESTMENT GROUP, LLC | 283414 | 107 | $1.07B | 11 | 2026-06-30 | → |
| 361 | MELLON INVESTMENTS CORPORATION | 105764 | 106 | $873.87B | 98 | 2026-05-31 | → |
| 362 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | 106 | $280.48B | 381 | 2026-03-31 | → |
| 363 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | 106 | $62.67B | 239 | 2026-05-31 | → |
| 364 | STRATOS WEALTH PARTNERS, LTD | 153184 | 106 | $18.65B | 618 | 2026-06-30 | → |
| 365 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | 106 | $4.65B | 206 | 2026-06-30 | → |
| 366 | STRATEGIC BLUEPRINT, LLC | 284840 | 106 | $2.54B | 56 | 2026-05-31 | → |
| 367 | LWM ADVISORY SERVICES, LLC | 172009 | 106 | $1.09B | 10 | 2026-04-30 | → |
| 368 | NEWFRONT RETIREMENT SERVICES, INC. | 167641 | 106 | $1.04B | 31 | 2026-06-30 | → |
| 369 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | 105 | $228.04B | 267 | 2026-03-31 | → |
| 370 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | 105 | $21.29B | 23 | 2025-07-31 | → |
| 371 | MUTUAL ADVISORS, LLC | 167658 | 105 | $8.55B | 208 | 2026-06-30 | → |
| 372 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | 104 | $80.27B | 89 | 2026-03-31 | → |
| 373 | LRI INVESTMENTS, LLC | 323556 | 104 | $2.78B | 35 | 2026-02-28 | → |
| 374 | GUARDIAN WEALTH ADVISORS, LLC | 305412 | 104 | $2.74B | 50 | 2026-03-31 | → |
| 375 | STEELE CAPITAL MANAGEMENT, INC. | 107097 | 103 | $3.55B | 15 | 2026-03-31 | → |
| 376 | WEALTH ADVISORY GROUP, INC. | 122269 | 103 | $666.9M | 7 | 2025-10-31 | → |
| 377 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | 102 | $96.77B | 102 | 2026-03-31 | → |
| 378 | SEGALL BRYANT & HAMILL, LLC | 106505 | 102 | $22.64B | 161 | 2026-06-30 | → |
| 379 | PREISZ ASSOCIATES, INC. | 144469 | 102 | $701.7M | 10 | 2026-03-31 | → |
| 380 | LYON WEALTH ADVISORS GROUP, LLC | 325041 | 102 | $311.4M | 3 | 2026-01-31 | → |
| 381 | CAPITAL MARKETS IQ, LLC | 134921 | 101 | $571.4M | 23 | 2026-04-30 | → |
| 382 | PORTSIDE WEALTH GROUP, LLC | 325175 | 100 | $1.43B | 54 | 2026-06-30 | → |
| 383 | THE L. WARNER COMPANIES, INC | 108001 | 100 | $802.4M | 38 | 2026-03-31 | → |
| 384 | SUTTERFIELD FINANCIAL GROUP, INC. | 115652 | 100 | $274.4M | 32 | 2026-03-31 | → |
| 385 | INVESTOLOGY INC. | 130408 | 100 | $250.0M | 5 | 2026-04-30 | → |
| 386 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | 98 | $267.16B | 262 | 2026-04-30 | → |
| 387 | DUNBAR ASSOCIATES, LLC | 323134 | 98 | $307.5M | 3 | 2026-03-31 | → |
| 388 | CORIENT PRIVATE WEALTH LLC | 319448 | 97 | $165.25B | 1,537 | 2026-03-31 | → |
| 389 | U.S. BANCORP INVESTMENTS, INC. | 17868 | 97 | $22.94B | 2,148 | 2026-03-31 | → |
| 390 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | 97 | $21.93B | 28 | 2026-03-31 | → |
| 391 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 151298 | 97 | $4.07B | 85 | 2025-09-30 | → |
| 392 | BALLEW ADVISORS INC | 110522 | 97 | $1.30B | 11 | 2026-03-31 | → |
| 393 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | 96 | $9.57B | 34 | 2026-03-31 | → |
| 394 | OCTAVIA WEALTH ADVISORS LLC | 306909 | 96 | $2.15B | 45 | 2026-06-30 | → |
| 395 | CLEARWATER CAPITAL ADVISORS, LLC | 139886 | 96 | $1.68B | 23 | 2026-05-31 | → |
| 396 | LEVEL FOUR CAPITAL MANAGEMENT | 304792 | 96 | $1.38B | 9 | 2026-03-31 | → |
| 397 | FIRST NATIONAL ADVISORS LLC | 120859 | 96 | $1.37B | 10 | 2025-02-28 | → |
| 398 | CURAFIN ADVISORS, LLC | 329091 | 96 | $748.4M | 6 | 2026-03-31 | → |
| 399 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | 95 | $502.40B | 914 | 2026-05-31 | → |
| 400 | JENNISON ASSOCIATES LLC | 107959 | 95 | $214.84B | 360 | 2026-03-31 | → |
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