Research Report · 2026-06-30
Top Registered Investment Advisers for High-Net-Worth Clients
SEC-registered investment advisers ranked by reported assets from high-net-worth individual clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$55.77T
Median AUM
$3.22B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | HNW Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 601 | DAYMARK WEALTH PARTNERS, LLC | 320878 | $654.0M | $5.04B | 40 | 2026-02-28 | → |
| 602 | TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. | 106440 | $651.9M | $1.48B | 32 | 2026-03-31 | → |
| 603 | 49 WEALTH MANAGEMENT, LLC | 319484 | $650.1M | $1.40B | 167 | 2026-03-31 | → |
| 604 | R M DAVIS INC | 105448 | $649.1M | $8.15B | 63 | 2026-03-31 | → |
| 605 | PALLAS CAPITAL ADVISORS, LLC | 310327 | $647.7M | $4.31B | 28 | 2026-04-30 | → |
| 606 | ZANETTI FINANCIAL, LLC | 282089 | $647.5M | $809.4M | 2 | 2026-04-30 | → |
| 607 | PROVIDENCE WEALTH ADVISORS, LLC | 153646 | $645.7M | $684.4M | 11 | 2026-03-31 | → |
| 608 | STRAIGHTLINE GROUP, LLC | 127401 | $644.6M | $1.17B | 11 | 2026-03-31 | → |
| 609 | CVFG LLC | 325310 | $644.3M | $1.15B | 11 | 2026-05-31 | → |
| 610 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | $641.9M | $6.01B | 93 | 2026-03-31 | → |
| 611 | BANYAN TREE ADVISORS PVT. LTD. | 340434 | $640.4M | $663.6M | 63 | 2026-06-30 | → |
| 612 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 128591 | $640.1M | $3.31B | 28 | 2026-03-31 | → |
| 613 | ALPHACORE CAPITAL LLC | 174346 | $638.8M | $9.03B | 111 | 2026-04-30 | → |
| 614 | FORGE FINANCIAL SERVICES, LLC | 306480 | $636.7M | $1.46B | 15 | 2026-03-31 | → |
| 615 | COURIER CAPITAL, LLC | 282485 | $635.7M | $3.59B | 26 | 2026-03-31 | → |
| 616 | RETIREMENT PLAN ADVISORS, LLC | 122758 | $635.1M | $3.54B | 47 | 2026-03-31 | → |
| 617 | BLUEPRINT FINANCIAL ADVISORS LLC | 315570 | $631.6M | $966.6M | 35 | 2026-04-30 | → |
| 618 | FIRST MANHATTAN CO. LLC | 325281 | $630.0M | $38.09B | 147 | 2026-04-30 | → |
| 619 | CLINTON INVESTMENT MANAGEMENT, LLC | 143599 | $629.8M | $3.91B | 14 | 2026-05-31 | → |
| 620 | MINOT DEBLOIS ADVISORS LLC | 140170 | $625.3M | $2.04B | 4 | 2026-03-31 | → |
| 621 | PRIVATE MANAGEMENT GROUP INC | 104707 | $625.3M | $4.90B | 21 | 2026-04-30 | → |
| 622 | TCP ASSET MANAGEMENT, LLC | 286037 | $617.7M | $1.18B | 43 | 2026-02-28 | → |
| 623 | BEACON CAPITAL MANAGEMENT, LLC | 156228 | $616.9M | $1.27B | 39 | 2026-03-31 | → |
| 624 | VERECAN CAPITAL MANAGEMENT INC. | 336801 | $616.6M | $692.7M | 39 | 2026-03-31 | → |
| 625 | RED OAK FINANCIAL GROUP, LLC | 166912 | $615.5M | $1.04B | 20 | 2026-05-31 | → |
| 626 | CICCARELLI ADVISORY SERVICES INC | 110904 | $615.1M | $1.59B | 16 | 2025-11-30 | → |
| 627 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | $612.8M | $1.63B | 11 | 2026-04-30 | → |
| 628 | BUCK WEALTH STRATEGIES, LLC | 322138 | $612.3M | $1.64B | 102 | 2026-06-30 | → |
| 629 | ENVOY ADVISORY INC. | 306559 | $607.2M | $615.0M | 23 | 2026-03-31 | → |
| 630 | CHURCHILL MANAGEMENT CORP | 109651 | $605.7M | $10.08B | 55 | 2025-07-31 | → |
| 631 | CHARLES PRATT & COMPANY, L.L.C. | 104864 | $604.0M | $916.1M | 9 | 2026-06-30 | → |
| 632 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $599.5M | $18.83B | 75 | 2025-12-31 | → |
| 633 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $598.5M | $10.49B | 30 | 2026-03-31 | → |
| 634 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | 282448 | $596.0M | $1.39B | 77 | 2025-03-31 | → |
| 635 | IGNITE PLANNERS LLC | 289797 | $594.5M | $1.14B | 38 | 2026-05-31 | → |
| 636 | INVESTMENT ADVISORY GROUP, LLC | 109445 | $591.4M | $1.22B | 10 | 2026-02-28 | → |
| 637 | GOLDSTONE FINANCIAL GROUP, LLC | 222520 | $588.7M | $1.05B | 43 | 2026-03-31 | → |
| 638 | BOK FINANCIAL SECURITIES, INC. | 17530 | $587.8M | $1.06B | 165 | 2026-03-31 | → |
| 639 | KINTRA WEALTH, LLC | 299407 | $585.7M | $1.50B | 60 | 2026-06-30 | → |
| 640 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | $585.6M | $6.68B | 30 | 2026-05-31 | → |
| 641 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $582.9M | $11.05B | 28 | 2026-03-31 | → |
| 642 | VENTURE VISIONARY PARTNERS LLC | 304237 | $582.0M | $5.24B | 46 | 2026-03-31 | → |
| 643 | VICTORY FINANCIAL GROUP LLC | 324943 | $581.3M | $1.34B | 47 | 2026-06-30 | → |
| 644 | ESSEX FINANCIAL SERVICES, INC. | 127549 | $580.8M | $4.17B | 46 | 2025-12-31 | → |
| 645 | PARTNERS IN FINANCIAL PLANNING, LLC | 151980 | $580.7M | $913.6M | 14 | 2026-03-31 | → |
| 646 | DODDS WEALTH, LLC | 323632 | $580.5M | $706.2M | 11 | 2026-05-31 | → |
| 647 | DEMPSEY LORD SMITH, LLC | 141238 | $580.5M | $580.5M | 92 | 2026-01-31 | → |
| 648 | BUOYANT CAPITAL PRIVATE LIMITED | 327612 | $579.2M | $924.8M | 79 | 2026-06-30 | → |
| 649 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | 135288 | $578.3M | $986.3M | 49 | 2026-03-31 | → |
| 650 | PROCYON ADVISORS, LLC | 288239 | $574.1M | $9.20B | 76 | 2026-05-31 | → |
| 651 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $573.6M | $5.02B | 46 | 2026-03-31 | → |
| 652 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $572.9M | $120.70B | 364 | 2026-03-31 | → |
| 653 | DESTINATION WEALTH MANAGEMENT | 110365 | $570.7M | $4.95B | 68 | 2026-04-30 | → |
| 654 | BRIGHTON SECURITIES CORP. | 3875 | $567.1M | $931.0M | 26 | 2026-04-30 | → |
| 655 | R SQUARED BM LLC | 308920 | $565.4M | $3.35B | 15 | 2026-03-31 | → |
| 656 | LEO WEALTH, LLC | 283891 | $564.5M | $3.21B | 40 | 2026-06-30 | → |
| 657 | ACORN WEALTH ADVISORS, LLC | 170462 | $561.4M | $561.4M | 5 | 2026-06-30 | → |
| 658 | LINEWEAVER WEALTH ADVISORS, LLC | 173310 | $561.3M | $1.08B | 21 | 2026-03-31 | → |
| 659 | PAUL WINKLER, INC. | 119342 | $561.2M | $1.28B | 22 | 2026-03-31 | → |
| 660 | BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | 297750 | $558.9M | $705.4M | 12 | 2026-03-31 | → |
| 661 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $558.5M | $22.98B | 164 | 2026-05-31 | → |
| 662 | NFSG CORPORATION | 130814 | $558.3M | $1.08B | 89 | 2026-03-31 | → |
| 663 | NORTHWEST FINANCIAL ADVISORS LLC | 166769 | $555.6M | $1.24B | 37 | 2026-03-31 | → |
| 664 | ADVISOR PARTNERS II, LLC | 321633 | $554.8M | $13.91B | 26 | 2026-03-31 | → |
| 665 | CAPITOL SECURITIES MANAGEMENT, INC. | 14169 | $552.3M | $2.16B | 170 | 2026-03-31 | → |
| 666 | SAX WEALTH ADVISORS, LLC | 119193 | $551.9M | $3.60B | 39 | 2026-06-30 | → |
| 667 | RDA FINANCIAL NETWORK, INC. | 147309 | $550.1M | $675.2M | 17 | 2026-03-31 | → |
| 668 | ASSET ALLOCATION STRATEGIES, LLC | 152339 | $549.3M | $1.02B | 45 | 2026-03-31 | → |
| 669 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | 165689 | $548.3M | $1.60B | 39 | 2026-04-30 | → |
| 670 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | $546.9M | $3.10B | 34 | 2026-04-30 | → |
| 671 | ADVISORS MANAGEMENT GROUP INC | 113020 | $545.2M | $819.6M | 17 | 2026-03-31 | → |
| 672 | ANALYST PORTFOLIO MANAGEMENT LTD. | 114642 | $543.6M | $2.69B | 56 | 2026-03-31 | → |
| 673 | BAY COLONY ADVISORY GROUP, INC. | 152583 | $542.0M | $1.43B | 36 | 2026-03-31 | → |
| 674 | THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 172470 | $540.4M | $2.64B | 59 | 2026-06-30 | → |
| 675 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $540.2M | $621.02B | 611 | 2026-05-31 | → |
| 676 | VANTAGE FINANCIAL PARTNERS, LLC | 315828 | $540.0M | $1.02B | 26 | 2026-03-31 | → |
| 677 | HORIZON INVESTMENTS LLC | 109552 | $538.5M | $8.47B | 76 | 2026-03-31 | → |
| 678 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | $538.2M | $5.49B | 42 | 2026-03-31 | → |
| 679 | ROGERS WEALTH GROUP, INC. | 107409 | $537.1M | $1.04B | 21 | 2026-03-31 | → |
| 680 | SELECT EQUITY GROUP, L.P. | 168496 | $536.8M | $36.38B | 171 | 2026-03-31 | → |
| 681 | GLOBAL VIEW CAPITAL MANAGEMENT LLC | 158292 | $535.1M | $775.2M | 122 | 2026-05-31 | → |
| 682 | MARCUM WEALTH, LLC | 134628 | $534.9M | $2.97B | 38 | 2025-05-31 | → |
| 683 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | $534.6M | $3.20B | 66 | 2026-06-30 | → |
| 684 | USA FINANCIAL FORMULAS LLC | 139987 | $534.4M | $534.4M | 38 | 2026-03-31 | → |
| 685 | MILLENNIUM ADVISORY SERVICES, INC. | 116057 | $534.3M | $707.5M | 29 | 2025-01-31 | → |
| 686 | EVERHART FINANCIAL GROUP INC | 107091 | $530.1M | $2.46B | 59 | 2026-06-30 | → |
| 687 | MINDFUL ASSET PLANNING LLC | 113965 | $529.5M | $529.5M | 22 | 2026-04-30 | → |
| 688 | CARDINAL POINT CAPITAL MANAGEMENT, ULC | 140619 | $529.4M | $4.81B | 56 | 2026-04-30 | → |
| 689 | THE PARTNERS WEALTH MANAGEMENT, LLC | 314816 | $528.5M | $1.18B | 39 | 2026-06-30 | → |
| 690 | PROMETHEUS WEALTH MANAGEMENT SAM | 332503 | $527.0M | $1.24B | 9 | 2026-03-31 | → |
| 691 | MONECO ADVISORS, LLC | 171922 | $525.6M | $2.28B | 66 | 2026-06-30 | → |
| 692 | MARIDEA WEALTH MANAGEMENT LLC | 325523 | $523.9M | $958.7M | 48 | 2026-06-30 | → |
| 693 | CENTER FOR FINANCIAL PLANNING INC | 109599 | $523.1M | $1.97B | 26 | 2026-04-30 | → |
| 694 | ACADEMY CAPITAL MANAGEMENT | 105008 | $522.5M | $1.16B | 9 | 2026-03-31 | → |
| 695 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | $522.3M | $9.72B | 160 | 2026-05-31 | → |
| 696 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $521.9M | $19.09B | 140 | 2026-01-31 | → |
| 697 | ARETE WEALTH ADVISORS, LLC | 145488 | $521.6M | $2.75B | 135 | 2026-06-30 | → |
| 698 | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | 312989 | $520.2M | $607.1M | 30 | 2025-03-31 | → |
| 699 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $517.6M | $28.66B | 37 | 2026-03-31 | → |
| 700 | BRASS TAX WEALTH MANAGEMENT, INC. | 285249 | $515.5M | $860.2M | 29 | 2025-03-31 | → |
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