Research Report · 2026-06-30
Top Wealth Management Registered Investment Advisers
SEC-registered investment advisers ranked by reported assets from high-net-worth and other individual clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$69.93T
Median AUM
$5.84B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | R M DAVIS INC | 105448 | $7.62B | $8.15B | 63 | 2026-03-31 | → |
| 302 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | $7.56B | $9.72B | 160 | 2026-05-31 | → |
| 303 | ANNEX ADVISORY SERVICES, LLC | 127987 | $7.50B | $8.05B | 151 | 2026-04-30 | → |
| 304 | JMG FINANCIAL GROUP LTD | 110302 | $7.48B | $7.50B | 103 | 2026-03-31 | → |
| 305 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $7.44B | $96.77B | 102 | 2026-03-31 | → |
| 306 | CADARET, GRANT & CO., INC. | 10641 | $7.39B | $7.67B | 692 | 2025-07-31 | → |
| 307 | ARKADIOS WEALTH ADVISORS LLC | 288863 | $7.39B | $8.79B | 188 | 2026-06-30 | → |
| 308 | CENTAURUS FINANCIAL, INC. | 30833 | $7.29B | $7.34B | 580 | 2025-07-31 | → |
| 309 | MGO ONE SEVEN LLC | 283087 | $7.28B | $7.72B | 264 | 2026-04-30 | → |
| 310 | RITHOLTZ WEALTH MANAGEMENT | 168652 | $7.24B | $7.70B | 83 | 2026-05-31 | → |
| 311 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $7.23B | $406.96B | 6,400 | 2026-06-30 | → |
| 312 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $7.23B | $10.47B | 42 | 2026-03-31 | → |
| 313 | HARRIS ASSOCIATES LP | 106960 | $7.20B | $109.48B | 221 | 2026-03-31 | → |
| 314 | HUB INVESTMENT PARTNERS, LLC | 307956 | $7.19B | $11.88B | 172 | 2026-06-30 | → |
| 315 | MSA ADVISORS, LLC | 305170 | $7.14B | $9.65B | 34 | 2026-03-31 | → |
| 316 | CALLAN FAMILY OFFICE, LLC | 317446 | $7.14B | $10.21B | 49 | 2026-03-31 | → |
| 317 | LAZARD ASSET MANAGEMENT LLC | 122836 | $7.11B | $120.52B | 532 | 2026-03-31 | → |
| 318 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | $7.11B | $8.69B | 143 | 2026-06-30 | → |
| 319 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | $7.10B | $8.76B | 118 | 2026-04-30 | → |
| 320 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | $7.10B | $9.55B | 79 | 2026-03-31 | → |
| 321 | SUMMIT ROCK ADVISORS, LP | 144059 | $7.09B | $26.18B | 74 | 2026-03-31 | → |
| 322 | IHT WEALTH MANAGEMENT LLC | 171481 | $7.08B | $9.80B | 179 | 2026-03-31 | → |
| 323 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | $7.05B | $7.34B | 161 | 2026-06-30 | → |
| 324 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | $7.05B | $7.47B | 73 | 2026-03-31 | → |
| 325 | H. M. PAYSON & CO. | 2993 | $7.04B | $9.09B | 34 | 2026-03-31 | → |
| 326 | BAHL & GAYNOR INC | 106139 | $7.00B | $20.99B | 79 | 2026-02-28 | → |
| 327 | CASSADAY & CO WEALTH MANAGEMENT LLC | 317672 | $6.99B | $7.14B | 97 | 2026-03-31 | → |
| 328 | AMERICANA PARTNERS, LLC | 301354 | $6.99B | $9.10B | 86 | 2026-04-30 | → |
| 329 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $6.97B | $15.67B | 72 | 2026-03-31 | → |
| 330 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 315440 | $6.96B | $7.28B | 45 | 2026-03-31 | → |
| 331 | NORTHSIDE CAPITAL MANAGEMENT LLC | 107784 | $6.94B | $6.94B | 17 | 2026-03-31 | → |
| 332 | HBK SORCE ADVISORY LLC | 112139 | $6.91B | $7.66B | 109 | 2026-02-28 | → |
| 333 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $6.87B | $12.04B | 121 | 2026-03-31 | → |
| 334 | TAG ASSOCIATES LLC | 116959 | $6.86B | $7.07B | 71 | 2026-06-30 | → |
| 335 | TD PRIVATE CLIENT WEALTH LLC | 164484 | $6.85B | $8.57B | 671 | 2026-06-30 | → |
| 336 | KOTAK ALTERNATE ASSET MANAGERS LIMITED | 317952 | $6.84B | $18.52B | 214 | 2026-06-30 | → |
| 337 | INGALLS & SNYDER LLC | 2288 | $6.82B | $7.83B | 92 | 2025-12-31 | → |
| 338 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $6.82B | $14.20B | 79 | 2026-03-31 | → |
| 339 | FOCUS FINANCIAL NETWORK, INC. | 116140 | $6.70B | $6.82B | 189 | 2026-03-31 | → |
| 340 | ALTAIR ADVISERS, LLC | 120642 | $6.70B | $9.76B | 75 | 2026-03-31 | → |
| 341 | PGIM CUSTOM HARVEST LLC | 290235 | $6.69B | $6.90B | 68 | 2026-05-31 | → |
| 342 | THRIVENT ADVISOR NETWORK, LLC | 304569 | $6.69B | $6.84B | 119 | 2026-06-30 | → |
| 343 | PROWELL FINANCIAL MANAGEMENT, LLC | 281762 | $6.68B | $6.86B | 4 | 2026-03-31 | → |
| 344 | VESTGEN ADVISORS, LLC | 318657 | $6.67B | $6.67B | 165 | 2026-05-31 | → |
| 345 | ASPEN GROVE CAPITAL, LLC | 158166 | $6.65B | $6.67B | 22 | 2026-03-31 | → |
| 346 | RBC PRIVATE COUNSEL (USA) INC. | 109648 | $6.62B | $7.89B | 1,455 | 2026-06-30 | → |
| 347 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | $6.61B | $6.76B | 21 | 2026-03-31 | → |
| 348 | CAPITAL ADVISORS, INC. | 104643 | $6.61B | $7.43B | 69 | 2026-03-31 | → |
| 349 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $6.60B | $35.80B | 45 | 2026-03-31 | → |
| 350 | DAKOTA WEALTH, LLC | 297987 | $6.59B | $6.94B | 91 | 2026-03-31 | → |
| 351 | EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | $6.56B | $7.19B | 37 | 2026-03-31 | → |
| 352 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $6.53B | $56.28B | 413 | 2026-03-31 | → |
| 353 | DIMENSIONAL FUND ADVISORS LP | 106482 | $6.52B | $1.02T | 1,168 | 2026-03-31 | → |
| 354 | NWF ADVISORY SERVICES INC | 110410 | $6.43B | $6.43B | 111 | 2026-03-31 | → |
| 355 | CANNELL & SPEARS LLC | 142633 | $6.33B | $6.99B | 40 | 2026-03-31 | → |
| 356 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $6.33B | $13.84B | 92 | 2026-03-31 | → |
| 357 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $6.32B | $24.85B | 200 | 2026-05-31 | → |
| 358 | MILLER INVESTMENT MANAGEMENT, LP | 108380 | $6.31B | $7.10B | 18 | 2026-03-31 | → |
| 359 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $6.30B | $43.54B | 170 | 2026-04-30 | → |
| 360 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | $6.29B | $6.84B | 70 | 2026-06-30 | → |
| 361 | RUFFER LLP | 309733 | $6.25B | $24.87B | 282 | 2026-06-30 | → |
| 362 | STELAC ADVISORY SERVICES LLC | 145103 | $6.24B | $6.29B | 21 | 2026-03-31 | → |
| 363 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | $6.21B | $50.51B | 190 | 2026-04-30 | → |
| 364 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $6.16B | $6.72B | 55 | 2026-03-31 | → |
| 365 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | $6.15B | $7.51B | 69 | 2026-04-30 | → |
| 366 | FACET WEALTH, INC | 285961 | $6.04B | $6.04B | 168 | 2026-02-28 | → |
| 367 | FIDUCIARY TRUST INTERNATIONAL, LLC | 124062 | $6.02B | $7.67B | 50 | 2025-12-31 | → |
| 368 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $6.00B | $11.58B | 64 | 2026-03-31 | → |
| 369 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $6.00B | $9.14B | 54 | 2026-03-31 | → |
| 370 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | 282516 | $5.94B | $22.95B | 91 | 2026-03-31 | → |
| 371 | TRUEPOINT, INC. | 105664 | $5.93B | $6.39B | 103 | 2026-03-31 | → |
| 372 | FIERA CAPITAL INC. | 113638 | $5.91B | $17.28B | 95 | 2026-03-31 | → |
| 373 | WCG WEALTH ADVISORS, LLC | 173194 | $5.90B | $6.28B | 131 | 2026-06-30 | → |
| 374 | T. ROWE PRICE ADVISORY SERVICES, INC. | 108958 | $5.90B | $5.90B | 92 | 2026-06-30 | → |
| 375 | SIGMA PLANNING CORPORATION | 110692 | $5.88B | $6.10B | 471 | 2026-05-31 | → |
| 376 | MANNING & NAPIER ADVISORS, LLC | 105992 | $5.87B | $17.03B | 195 | 2026-06-30 | → |
| 377 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | $5.86B | $6.01B | 93 | 2026-03-31 | → |
| 378 | EVANSON ASSET MANAGEMENT, LLC | 135188 | $5.85B | $5.91B | 6 | 2026-02-28 | → |
| 379 | DOUGLASS WINTHROP ADVISORS LLC | 108680 | $5.85B | $6.46B | 34 | 2026-03-31 | → |
| 380 | CREATIVEONE WEALTH, LLC | 281213 | $5.84B | $6.25B | 222 | 2026-05-31 | → |
| 381 | PROVIDENT TRUST COMPANY | 110118 | $5.81B | $6.86B | 12 | 2026-04-30 | → |
| 382 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | $5.81B | $5.83B | 44 | 2026-03-31 | → |
| 383 | EVANSON FINANCIAL, LLC | 340506 | $5.81B | $5.85B | 10 | 2026-05-31 | → |
| 384 | PITCAIRN WEALTH ADVISORS LLC | 333260 | $5.78B | $5.87B | 62 | 2026-03-31 | → |
| 385 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | $5.78B | $6.30B | 69 | 2026-03-31 | → |
| 386 | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | 108783 | $5.74B | $6.31B | 553 | 2026-06-30 | → |
| 387 | J. SAFRA ASSET MANAGEMENT CORPORATION | 131243 | $5.73B | $6.26B | 22 | 2026-03-31 | → |
| 388 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $5.73B | $10.24B | 73 | 2026-03-31 | → |
| 389 | ICG ADVISORS, LLC | 148066 | $5.72B | $7.92B | 26 | 2026-05-31 | → |
| 390 | ZHANG FINANCIAL LLC | 159257 | $5.64B | $8.37B | 50 | 2026-03-31 | → |
| 391 | BORDEAUX WEALTH ADVISORS LLC | 287758 | $5.62B | $5.64B | 34 | 2025-05-31 | → |
| 392 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | $5.61B | $5.68B | 186 | 2026-06-30 | → |
| 393 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | $5.59B | $6.46B | 170 | 2026-04-30 | → |
| 394 | KOVACK ADVISORS, INC. | 140808 | $5.59B | $6.28B | 320 | 2026-04-30 | → |
| 395 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $5.59B | $11.31B | 79 | 2026-06-30 | → |
| 396 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $5.56B | $40.94B | 278 | 2026-03-31 | → |
| 397 | SIGNATURE FINANCIAL MANAGEMENT INC | 106375 | $5.55B | $7.57B | 36 | 2026-03-31 | → |
| 398 | JAMES HAMBRO & PARTNERS LLP | 286283 | $5.53B | $10.56B | 166 | 2025-11-30 | → |
| 399 | INSIGHT NORTH AMERICA LLC | 145995 | $5.52B | $171.09B | 238 | 2026-06-30 | → |
| 400 | MARCUARD FAMILY OFFICE LTD | 155003 | $5.52B | $8.66B | 36 | 2026-04-30 | → |
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