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 | |
|---|---|---|---|---|---|---|---|
| 401 | FIRST MANHATTAN CO. LLC | 325281 | 95 | $38.09B | 147 | 2026-04-30 | → |
| 402 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108163 | 95 | $22.54B | 241 | 2026-03-31 | → |
| 403 | MARSHALL + STERLING WEALTH ADVISORS, INC. | 164345 | 95 | $1.59B | 15 | 2026-05-31 | → |
| 404 | STONE HILL FIDUCIARY MANAGEMENT, LLC | 164981 | 94 | $2.79B | 3 | 2026-03-31 | → |
| 405 | BALEFIRE, LLC | 168733 | 94 | $1.99B | 38 | 2026-03-31 | → |
| 406 | DILIGENT INVESTORS, LLC | 158708 | 94 | $663.1M | 3 | 2026-02-28 | → |
| 407 | TPG FINANCIAL ADVISORS, LLC | 141153 | 92 | $2.22B | 21 | 2026-03-31 | → |
| 408 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | 106796 | 92 | $502.0M | 9 | 2026-03-31 | → |
| 409 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | 91 | $85.59B | 155 | 2026-06-30 | → |
| 410 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | 91 | $18.83B | 75 | 2025-12-31 | → |
| 411 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | 91 | $4.96B | 38 | 2026-05-31 | → |
| 412 | HOBBS GROUP ADVISORS LLC | 157274 | 91 | $584.4M | 8 | 2026-03-31 | → |
| 413 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | 90 | $50.51B | 190 | 2026-04-30 | → |
| 414 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | 90 | $40.94B | 278 | 2026-03-31 | → |
| 415 | APS WEALTH MANAGEMENT, LLC | 298233 | 90 | $311.5M | 9 | 2026-05-31 | → |
| 416 | SPECTRUM WEALTH MANAGEMENT, LLC | 135530 | 90 | $269.5M | 3 | 2025-09-30 | → |
| 417 | 401K GENERATION | 154279 | 90 | $156.4M | 35 | 2026-03-31 | → |
| 418 | WESTERN INTERNATIONAL SECURITIES, INC. | 39262 | 88 | $3.51B | 407 | 2025-06-30 | → |
| 419 | GIRARD ADVISORY SERVICES, LLC | 39163 | 88 | $3.18B | 60 | 2026-03-31 | → |
| 420 | EMBREE FINANCIAL GROUP | 108233 | 88 | $2.64B | 19 | 2026-02-28 | → |
| 421 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | 88 | $1.77B | 14 | 2026-05-31 | → |
| 422 | MERIDIAN WEALTH PARTNERS, LLC | 287768 | 88 | $1.37B | 13 | 2026-04-30 | → |
| 423 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 87 | $563.78B | 956 | 2026-05-31 | → |
| 424 | AMERITAS ADVISORY SERVICES, LLC | 317245 | 87 | $13.75B | 797 | 2026-03-31 | → |
| 425 | CAPITAL ANALYSTS, LLC | 162200 | 87 | $8.77B | 679 | 2026-04-30 | → |
| 426 | CALAMOS WEALTH MANAGEMENT LLC | 143490 | 87 | $5.48B | 51 | 2026-04-30 | → |
| 427 | CFS INVESTMENT ADVISORY SERVICES LLC | 106577 | 87 | $2.73B | 13 | 2026-03-31 | → |
| 428 | GLOBAL FINANCIAL GROUP ADVISORS LLC | 166251 | 87 | $739.4M | 5 | 2026-03-31 | → |
| 429 | INVESCO ADVISERS, INC. | 105360 | 86 | $749.52B | 2,804 | 2026-06-30 | → |
| 430 | CAMBIAR INVESTORS, LLC | 115093 | 86 | $2.92B | 28 | 2026-03-31 | → |
| 431 | FIRST HEARTLAND CONSULTANTS, INC. | 110377 | 86 | $2.09B | 96 | 2026-03-31 | → |
| 432 | CUTLER INVESTMENT COUNSEL, LLC | 128483 | 86 | $1.54B | 24 | 2026-03-31 | → |
| 433 | IMPACT RETIREMENT ADVISORS, LLC | 330475 | 86 | $827.7M | 4 | 2026-03-31 | → |
| 434 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | 85 | $282.71B | 699 | 2026-03-31 | → |
| 435 | SANCTUARY ADVISORS, LLC | 226606 | 85 | $34.88B | 770 | 2026-06-30 | → |
| 436 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | 85 | $15.42B | 19 | 2026-03-31 | → |
| 437 | PLANCORP, LLC | 106599 | 85 | $9.94B | 97 | 2026-05-31 | → |
| 438 | ANNEX ADVISORY SERVICES, LLC | 127987 | 85 | $8.05B | 151 | 2026-04-30 | → |
| 439 | HIGHLAND CAPITAL MANAGEMENT, LLC | 104842 | 85 | $3.83B | 21 | 2026-03-31 | → |
| 440 | SOUTHSTATE ADVISORY, INC. | 153113 | 85 | $3.78B | 22 | 2025-06-30 | → |
| 441 | FAIRCOURT PARTNERS, LLC | 295508 | 85 | $3.12B | 4 | 2026-05-31 | → |
| 442 | CAPITAL ADVISERS, INC. | 118442 | 85 | $620.0M | 5 | 2026-01-31 | → |
| 443 | ADAPTIVE FINANCIAL CONSULTING, LLC | 288185 | 85 | $547.1M | 8 | 2026-03-31 | → |
| 444 | EVEREST CONSULTANTS, LLC | 128474 | 84 | $633.1M | 5 | 2025-03-31 | → |
| 445 | MATCH GRADE ADVISORS, LLC | 299181 | 84 | $479.4M | 8 | 2026-03-31 | → |
| 446 | FRAGASSO FINANCIAL ADVISORS INC. | 123255 | 83 | $2.83B | 35 | 2026-02-28 | → |
| 447 | POINTOAK RETIREMENT ADVISORS, LLC | 314866 | 83 | $1.08B | 3 | 2026-03-31 | → |
| 448 | FREEDOM ADVISORY, LLC | 147546 | 83 | $880.6M | 11 | 2026-02-28 | → |
| 449 | CONVERSE TEAM FINANCIAL SERVICES, LLC | 335322 | 83 | $325.0M | 7 | 2026-06-30 | → |
| 450 | ADVUS FINANCIAL PARTNERS, LLC | 311990 | 82 | $3.97B | 16 | 2026-06-30 | → |
| 451 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | 82 | $2.89B | 14 | 2026-03-31 | → |
| 452 | CRA FINANCIAL SERVICES, L.L.C. | 124004 | 82 | $1.69B | 14 | 2026-05-31 | → |
| 453 | ADAMSBROWN WEALTH CONSULTANTS LLC | 308410 | 82 | $1.12B | 22 | 2026-02-28 | → |
| 454 | IRON HORSE WEALTH MANAGEMENT, LLC | 165164 | 82 | $532.8M | 7 | 2025-06-30 | → |
| 455 | TRINITY PORTFOLIO ADVISORS, LLC | 151721 | 82 | $530.5M | 13 | 2026-03-31 | → |
| 456 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 126337 | 82 | $472.1M | 9 | 2026-04-30 | → |
| 457 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | 81 | $10.12B | 23 | 2025-09-30 | → |
| 458 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | 81 | $8.52B | 11 | 2026-05-31 | → |
| 459 | IMA ADVISORY SERVICES, INC. | 112091 | 81 | $3.90B | 50 | 2026-05-31 | → |
| 460 | THE NORDEN GROUP LLC | 323988 | 81 | $1.97B | 30 | 2026-02-28 | → |
| 461 | KEATING FINANCIAL ADVISORY SERVICES, INC. | 142772 | 81 | $1.45B | 65 | 2026-03-31 | → |
| 462 | STRATEGIC FINANCIAL SERVICES, INC. | 109677 | 80 | $2.81B | 39 | 2026-03-31 | → |
| 463 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | 117681 | 80 | $2.50B | 26 | 2026-04-30 | → |
| 464 | MAGNOLIA CAPITAL ADVISORS LLC | 298398 | 80 | $1.69B | 18 | 2026-03-31 | → |
| 465 | ACCEL WEALTH MANAGEMENT LLC | 286201 | 80 | $1.15B | 19 | 2026-03-31 | → |
| 466 | LEBENTHAL GLOBAL ADVISORS, LLC | 283303 | 80 | $971.8M | 30 | 2026-03-31 | → |
| 467 | X-SQUARE CAPITAL, LLC | 167237 | 80 | $790.9M | 7 | 2026-04-30 | → |
| 468 | PALISADE INVESTMENTS, LLC | 124776 | 80 | $652.7M | 8 | 2026-03-31 | → |
| 469 | NAVIGATE 401K, LLC | 309466 | 80 | $317.9M | 4 | 2026-04-30 | → |
| 470 | BOLTON SECURITIES CORP | 129376 | 79 | $8.28B | 158 | 2026-03-31 | → |
| 471 | BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | 79 | $4.60B | 32 | 2026-01-31 | → |
| 472 | ISC ADVISORS, INC. | 166586 | 79 | $1.62B | 30 | 2026-03-31 | → |
| 473 | THE O'DELL GROUP, LLC | 119850 | 79 | $803.3M | 15 | 2025-03-31 | → |
| 474 | BUTTONWOOD FINANCIAL GROUP, LLC | 151164 | 79 | $659.5M | 12 | 2026-03-31 | → |
| 475 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 78 | $475.78B | 956 | 2026-05-31 | → |
| 476 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | 78 | $154.66B | 598 | 2026-03-31 | → |
| 477 | IFG ADVISORY, LLC | 168012 | 78 | $4.76B | 187 | 2026-03-31 | → |
| 478 | APRIO WEALTH MANAGEMENT, LLC | 127333 | 78 | $4.15B | 55 | 2026-06-30 | → |
| 479 | HUB INVESTMENT ADVISORS, INC | 164600 | 78 | $2.07B | 9 | 2026-01-31 | → |
| 480 | RETIREMENT PLANS, INC. | 286214 | 78 | $224.9M | 6 | 2026-03-31 | → |
| 481 | RITHOLTZ WEALTH MANAGEMENT | 168652 | 77 | $7.70B | 83 | 2026-05-31 | → |
| 482 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | 77 | $2.28B | 10 | 2026-05-31 | → |
| 483 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 151088 | 77 | $2.20B | 26 | 2026-06-30 | → |
| 484 | ALLIED INVESTMENT ADVISORS LLC | 159103 | 77 | $1.49B | 12 | 2026-02-28 | → |
| 485 | KEY CLIENT FIDUCIARY ADVISORS, LLC | 298240 | 77 | $896.3M | 10 | 2026-03-31 | → |
| 486 | PROSPECT FINANCIAL SERVICES LLC | 314154 | 77 | $431.0M | 12 | 2026-03-31 | → |
| 487 | MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. | 138240 | 76 | $2.66B | 15 | 2026-03-31 | → |
| 488 | HAUSER RETIREMENT SOLUTIONS 2 LLC | 299959 | 76 | $1.21B | 5 | 2026-04-30 | → |
| 489 | ELEMENT WEALTH, LLC | 114968 | 76 | $743.7M | 15 | 2026-03-31 | → |
| 490 | SAMJO MANAGEMENT, LLC | 326808 | 76 | $308.8M | 3 | 2026-03-31 | → |
| 491 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | 75 | $35.80B | 45 | 2026-03-31 | → |
| 492 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | 75 | $8.87B | 154 | 2026-04-30 | → |
| 493 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | 75 | $6.87B | 35 | 2026-03-31 | → |
| 494 | CABLE HILL PARTNERS, LLC | 168252 | 75 | $1.98B | 29 | 2025-03-31 | → |
| 495 | FAMILY WEALTH PLANNING PARTNERS LLC | 323656 | 75 | $317.4M | 8 | 2026-05-31 | → |
| 496 | PICTET ASSET MANAGEMENT SA | 140074 | 74 | $330.70B | 549 | 2026-06-30 | → |
| 497 | SEGAL ADVISORS, INC. | 114687 | 74 | $50.15B | 112 | 2026-03-31 | → |
| 498 | UNITED ASSET STRATEGIES INC. | 107434 | 74 | $2.09B | 33 | 2026-03-31 | → |
| 499 | RETIREMENT WELLNESS GROUP LLC | 297255 | 74 | $526.6M | 2 | 2026-03-31 | → |
| 500 | FISHER ASSET MANAGEMENT, LLC | 107342 | 73 | $386.67B | 4,369 | 2026-04-30 | → |
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