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 | |
|---|---|---|---|---|---|---|---|
| 401 | WALDRON PRIVATE WEALTH, LLC | 131063 | $5.49B | $5.50B | 70 | 2026-03-31 | → |
| 402 | 71 WEST CAPITAL PARTNERS, LLC | 338756 | $5.47B | $5.51B | 10 | 2026-06-30 | → |
| 403 | INTEGRATED ADVISORS NETWORK LLC | 171991 | $5.44B | $5.52B | 87 | 2026-06-30 | → |
| 404 | LARSON FINANCIAL GROUP, LLC | 140599 | $5.44B | $5.48B | 131 | 2026-03-31 | → |
| 405 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $5.44B | $1.60T | 7,987 | 2026-06-30 | → |
| 406 | WESTMOUNT PARTNERS, LLC | 158857 | $5.40B | $5.94B | 39 | 2026-05-31 | → |
| 407 | STRATOS WEALTH ADVISORS LLC | 283816 | $5.39B | $5.57B | 170 | 2026-06-30 | → |
| 408 | WEDBUSH SECURITIES INC. | 877 | $5.39B | $5.68B | 897 | 2026-04-30 | → |
| 409 | BAILARD, INC. | 110550 | $5.38B | $7.56B | 83 | 2026-05-31 | → |
| 410 | CUSO FINANCIAL SERVICES, L.P. | 42132 | $5.36B | $5.38B | 791 | 2025-08-31 | → |
| 411 | ONE CAPITAL MANAGEMENT, LLC | 114861 | $5.34B | $8.53B | 103 | 2026-06-30 | → |
| 412 | KCM INVESTMENT ADVISORS, LLC | 109629 | $5.33B | $6.02B | 20 | 2026-03-31 | → |
| 413 | VIVALDI CAPITAL MANAGEMENT LP | 160150 | $5.32B | $5.64B | 68 | 2026-04-30 | → |
| 414 | THE BOLLARD GROUP LLC | 155317 | $5.32B | $6.72B | 29 | 2026-03-31 | → |
| 415 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | $5.32B | $5.64B | 130 | 2026-06-30 | → |
| 416 | ALLEGHENY FINANCIAL GROUP | 104690 | $5.30B | $5.59B | 103 | 2026-05-31 | → |
| 417 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $5.28B | $18.85B | 46 | 2026-04-30 | → |
| 418 | INDEX FUND ADVISORS, INC. | 109143 | $5.24B | $5.93B | 50 | 2026-03-31 | → |
| 419 | BIP WEALTH, LLC | 143208 | $5.24B | $5.29B | 88 | 2026-06-30 | → |
| 420 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $5.21B | $7.57B | 261 | 2026-06-30 | → |
| 421 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 109701 | $5.20B | $5.74B | 155 | 2026-03-31 | → |
| 422 | PINE RIDGE ADVISERS LLC | 296362 | $5.19B | $14.42B | 14 | 2026-03-31 | → |
| 423 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | $5.17B | $5.77B | 59 | 2026-05-31 | → |
| 424 | TCI WEALTH ADVISORS, INC. | 107373 | $5.17B | $5.37B | 72 | 2026-04-30 | → |
| 425 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $5.16B | $7.58B | 236 | 2026-05-31 | → |
| 426 | CRESCENT GROVE ADVISORS, LLC | 170912 | $5.14B | $5.50B | 34 | 2026-03-31 | → |
| 427 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $5.14B | $2.20T | 3,760 | 2026-03-31 | → |
| 428 | BATTERY GLOBAL ADVISORS, LLC | 158508 | $5.14B | $8.37B | 38 | 2026-06-30 | → |
| 429 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | $5.13B | $5.63B | 43 | 2026-06-30 | → |
| 430 | EDGEWOOD MANAGEMENT LLC | 106647 | $5.12B | $21.52B | 41 | 2026-03-31 | → |
| 431 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $5.11B | $5.98B | 116 | 2026-03-31 | → |
| 432 | BECK, MACK & OLIVER LLC | 105466 | $5.10B | $6.18B | 24 | 2026-03-31 | → |
| 433 | CHILTON INVESTMENT SERVICES, LLC | 159306 | $5.10B | $8.15B | 70 | 2026-03-31 | → |
| 434 | GELLER ADVISORS LLC | 134062 | $5.08B | $5.91B | 49 | 2025-01-31 | → |
| 435 | INCOME RESEARCH + MANAGEMENT | 104863 | $5.08B | $130.65B | 218 | 2026-03-31 | → |
| 436 | PACIFIC FINANCIAL GROUP INC | 105203 | $5.05B | $5.07B | 62 | 2026-05-31 | → |
| 437 | WESTERN WEALTH MANAGEMENT LLC | 283545 | $5.04B | $5.36B | 98 | 2026-06-30 | → |
| 438 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $5.02B | $25.41B | 94 | 2026-03-31 | → |
| 439 | GENTRUST, LLC | 158369 | $5.01B | $5.20B | 40 | 2026-03-31 | → |
| 440 | WELLSPRING FINANCIAL ADVISORS, LLC | 143112 | $5.01B | $5.06B | 31 | 2026-06-30 | → |
| 441 | STONEGATE INVESTMENT GROUP, LLC | 314889 | $5.01B | $5.67B | 14 | 2025-05-31 | → |
| 442 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $5.00B | $34.50B | 81 | 2026-03-31 | → |
| 443 | FIRST TRUST ADVISORS LP | 107027 | $4.97B | $309.24B | 542 | 2026-04-30 | → |
| 444 | TFO FAMILY OFFICE PARTNERS, LLC | 159440 | $4.97B | $5.04B | 88 | 2026-06-30 | → |
| 445 | TFO WEALTH PARTNERS, LLC | 124407 | $4.95B | $5.66B | 67 | 2026-04-30 | → |
| 446 | MARQUETTE ASSOCIATES, INC. | 21572 | $4.93B | $47.06B | 147 | 2026-05-31 | → |
| 447 | TEXAS YALE CAPITAL CORP. | 126992 | $4.92B | $4.92B | 7 | 2026-05-31 | → |
| 448 | STASH INVESTMENTS LLC | 226550 | $4.92B | $4.92B | 124 | 2026-04-30 | → |
| 449 | MASECO LLP | 147686 | $4.92B | $4.96B | 129 | 2026-06-30 | → |
| 450 | ADVANCE CAPITAL MANAGEMENT INC | 110767 | $4.91B | $4.98B | 62 | 2026-03-31 | → |
| 451 | STONEX ADVISORS INC. | 174182 | $4.88B | $5.09B | 220 | 2026-06-30 | → |
| 452 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $4.88B | $7.62B | 42 | 2026-03-31 | → |
| 453 | OSAIC INSTITUTIONS, INC. | 35371 | $4.88B | $6.49B | 1,839 | 2026-05-31 | → |
| 454 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | $4.87B | $5.31B | 12 | 2025-11-30 | → |
| 455 | LEGACY ADVISORS, LLC | 139830 | $4.86B | $5.17B | 50 | 2026-03-31 | → |
| 456 | NEUBERGER BERMAN CANADA ULC | 284803 | $4.85B | $12.39B | 27 | 2026-04-30 | → |
| 457 | CALAMOS WEALTH MANAGEMENT LLC | 143490 | $4.84B | $5.48B | 51 | 2026-04-30 | → |
| 458 | DESTINATION WEALTH MANAGEMENT | 110365 | $4.84B | $4.95B | 68 | 2026-04-30 | → |
| 459 | INTEGRITY ALLIANCE, LLC | 139627 | $4.84B | $5.41B | 400 | 2026-05-31 | → |
| 460 | SAVVY ADVISORS, INC. | 318493 | $4.83B | $5.00B | 170 | 2026-03-31 | → |
| 461 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $4.83B | $5.01B | 198 | 2026-03-31 | → |
| 462 | MORAN WEALTH MANAGEMENT, LLC | 319208 | $4.81B | $5.10B | 56 | 2026-06-30 | → |
| 463 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | $4.81B | $4.93B | 103 | 2026-05-31 | → |
| 464 | TURIM 21 INVESTIMENTOS LTDA | 286618 | $4.80B | $7.24B | 124 | 2026-04-30 | → |
| 465 | BAKER AVENUE ASSET MANAGEMENT, LP | 132657 | $4.78B | $5.09B | 57 | 2026-06-30 | → |
| 466 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $4.77B | $10.79B | 35 | 2026-06-30 | → |
| 467 | DAYMARK WEALTH PARTNERS, LLC | 320878 | $4.77B | $5.04B | 40 | 2026-02-28 | → |
| 468 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | $4.77B | $6.54B | 136 | 2026-03-31 | → |
| 469 | GWN SECURITIES INC. | 128929 | $4.74B | $4.75B | 707 | 2026-04-30 | → |
| 470 | MARSHFIELD ASSOCIATES, INC. | 150614 | $4.69B | $8.12B | 27 | 2026-03-31 | → |
| 471 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | $4.68B | $4.78B | 106 | 2026-05-31 | → |
| 472 | CHICAGO CAPITAL, LLC | 291624 | $4.66B | $4.82B | 18 | 2026-01-31 | → |
| 473 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | $4.63B | $4.76B | 59 | 2026-06-30 | → |
| 474 | GARDNER RUSSO & QUINN LLC | 106114 | $4.63B | $9.45B | 47 | 2026-03-31 | → |
| 475 | GAMCO ASSET MANAGEMENT INC. | 104950 | $4.62B | $11.69B | 120 | 2026-03-31 | → |
| 476 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $4.62B | $4.97B | 45 | 2026-06-30 | → |
| 477 | QUOTIENT WEALTH PARTNERS, LLC | 326819 | $4.61B | $4.61B | 60 | 2026-04-30 | → |
| 478 | GREYCOURT & CO., INC. | 111936 | $4.61B | $6.61B | 37 | 2026-03-31 | → |
| 479 | PENNINGTON PARTNERS & CO., LLC | 282688 | $4.60B | $5.09B | 36 | 2026-04-30 | → |
| 480 | BC ADVISORS, LLC | 142982 | $4.60B | $4.73B | 7 | 2026-03-31 | → |
| 481 | NATIONS FINANCIAL GROUP, INC. | 44181 | $4.60B | $4.77B | 94 | 2026-03-31 | → |
| 482 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | $4.59B | $4.59B | 8 | 2025-09-30 | → |
| 483 | RFG ADVISORY, LLC | 158401 | $4.59B | $6.81B | 311 | 2026-06-30 | → |
| 484 | IFG ADVISORY, LLC | 168012 | $4.58B | $4.76B | 187 | 2026-03-31 | → |
| 485 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | $4.58B | $5.01B | 49 | 2025-03-31 | → |
| 486 | JOURNEY STRATEGIC WEALTH LLC | 310648 | $4.57B | $4.64B | 31 | 2026-03-31 | → |
| 487 | D.F. DENT AND COMPANY, INC. | 105179 | $4.55B | $7.88B | 31 | 2026-06-30 | → |
| 488 | PRIVATE MANAGEMENT GROUP INC | 104707 | $4.55B | $4.90B | 21 | 2026-04-30 | → |
| 489 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | $4.55B | $9.38B | 209 | 2026-03-31 | → |
| 490 | TWIN FOCUS CAPITAL PARTNERS, LLC | 140522 | $4.51B | $4.58B | 37 | 2026-04-30 | → |
| 491 | JOHNSON FINANCIAL GROUP LLC | 125101 | $4.50B | $4.53B | 62 | 2026-05-31 | → |
| 492 | BROWNSON, REHMUS & FOXWORTH, INC. | 110608 | $4.49B | $4.79B | 26 | 2026-03-31 | → |
| 493 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $4.49B | $14.59B | 132 | 2026-05-31 | → |
| 494 | CIBC ASSET MANAGEMENT INC. | 106508 | $4.49B | $162.84B | 478 | 2026-06-30 | → |
| 495 | LNW WEALTH MANAGEMENT, LLC | 113400 | $4.48B | $4.53B | 91 | 2025-10-31 | → |
| 496 | MAINSTAY CAPITAL MANAGEMENT, LLC | 109528 | $4.47B | $4.84B | 33 | 2026-04-30 | → |
| 497 | MAIRS AND POWER INC | 110351 | $4.45B | $12.14B | 60 | 2026-04-30 | → |
| 498 | KLINGMAN AND ASSOCIATES, LLC | 125618 | $4.43B | $5.66B | 25 | 2026-05-31 | → |
| 499 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $4.42B | $5.02B | 46 | 2026-03-31 | → |
| 500 | KRILOGY FINANCIAL LLC | 149046 | $4.41B | $5.20B | 103 | 2026-03-31 | → |
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