Interactive Brokers
$38.7B reported client assets across 325 advisory firms in FY2025 annual amendments
Reported client assets over time
$4.7B
$36.4B
2017
2025
Same-firm comparison: 254 firms that reported Interactive Brokers in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 37 cohort firms, FY2018: 54 cohort firms, FY2019: 67 cohort firms, FY2020: 87 cohort firms, FY2021: 122 cohort firms, FY2022: 149 cohort firms, FY2023: 196 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| H&H International Investment, Llc | $12.8B | $25.5B | 50.3% | 01/20/2026 |
| Greenwich Wealth Management Llc | $3.4B | $3.5B | 96.5% | 03/25/2026 |
| Motley Fool Wealth Management, Llc | $1.2B | $1.6B | 77.4% | 12/23/2025 |
| Great Hill Capital, Llc | $996M | $1.0B | 98.9% | 01/30/2026 |
| Quinn Opportunity Partners Llc | $972M | $2.6B | 37.2% | 03/20/2026 |
| Alpha Architect, Llc | $712M | $13.5B | 5.3% | 02/06/2026 |
| Empowered Funds, Llc | $712M | $29.7B | 2.4% | 03/18/2026 |
| Odeon Capital Advisors Llc | $702M | $967M | 72.6% | 03/31/2026 |
| Xendia Wealth Llc | $475M | $475M | 100.0% | 03/23/2026 |
| Rpg Investment Advisory, Llc | $466M | $1.0B | 44.6% | 01/27/2026 |
| Maytech Global Investments, Llc | $436M | $895M | 48.7% | 03/29/2026 |
| Elite Wealth Management, Inc. | $400M | $861M | 46.4% | 03/30/2026 |
| Journey Advisory Group, Llc | $396M | $1.7B | 23.9% | 03/12/2026 |
| Transatlantique Private Wealth Llc | $353M | $879M | 40.2% | 03/31/2026 |
| Rbb Treasury Llc | $342M | $1.9B | 18.1% | 03/25/2026 |
| Hoxton Wealth Usa Llc | $311M | $804M | 38.7% | 03/30/2026 |
| O'neil Global Advisors, Inc. | $297M | $402M | 74.0% | 03/20/2026 |
| Patton Fund Management, Inc. | $288M | $977M | 29.5% | 03/20/2026 |
| Summit Global Investments, Llc | $283M | $2.3B | 12.3% | 03/27/2026 |
| Harbor Advisors Llc | $275M | $852M | 32.3% | 02/27/2026 |
| Udine Wealth Management Inc. | $270M | $274M | 98.6% | 03/02/2026 |
| Royal Oak Financial Group | $263M | $366M | 71.9% | 02/13/2026 |
| Glenorchy Capital Limited | $247M | $254M | 97.2% | 03/24/2026 |
| Delta Accumulation, Llc | $233M | $332M | 70.2% | 03/30/2026 |
| Sjbenen Advisory, Llc | $220M | $400M | 55.1% | 03/09/2026 |
| Euro Pacific Asset Management, Llc | $209M | $2.2B | 9.6% | 03/28/2026 |
| Dutch Asset Corporation | $182M | $187M | 97.6% | 03/27/2026 |
| Atlas Capital Advisors Inc. | $174M | $1.1B | 15.2% | 03/31/2026 |
| Gate City Capital Management, Llc | $174M | $254M | 68.4% | 02/13/2026 |
| Brasil Plural Investment Advisor Llc | $168M | $202M | 83.5% | 03/16/2026 |
| Collar Capital Management, Llc | $166M | $176M | 94.2% | 02/13/2026 |
| Four Tree Island Advisory Llc | $165M | $182M | 90.5% | 03/02/2026 |
| Summa Corp. | $157M | $587M | 26.7% | 03/30/2026 |
| Kensington Financial Group, Inc. | $156M | $170M | 92.1% | 03/30/2026 |
| Dunhill Financial, Llc | $153M | $548M | 28.0% | 02/12/2026 |
| Covestor Ltd | $150M | $196M | 76.7% | 02/03/2026 |
| Martin D. Parlato & Associates, Inc. | $148M | $285M | 51.9% | 03/11/2026 |
| William B. Walkup & Associates, Inc. | $147M | $178M | 82.4% | 03/16/2026 |
| Ninepointtwo Capital Llc | $146M | $315M | 46.5% | 02/26/2026 |
| Midwest Financial Network, Llc | $142M | $142M | 100.0% | 02/14/2026 |
| Alpha Wealth Funds, Llc | $141M | $214M | 65.9% | 03/09/2026 |
| Sprott Asset Management Usa Inc. | $140M | $10.1B | 1.4% | 03/24/2026 |
| L&S Investment Advisors, Llc | $137M | $231M | 59.1% | 03/12/2026 |
| Fort Street Asset Management Llc | $132M | $195M | 67.6% | 03/31/2026 |
| Millennium Investment Services | $131M | $154M | 85.4% | 03/13/2026 |
| First Growth Capital Llc | $131M | $131M | 100.0% | 03/17/2026 |
| Titan Retirement Advisors Llc | $125M | $531M | 23.5% | 03/24/2026 |
| Fortis Capital Management Llc | $124M | $1.2B | 10.7% | 03/26/2026 |
| Quent Capital, Llc | $124M | $2.1B | 6.0% | 03/30/2026 |
| Kw Wealth Management Llc | $122M | $122M | 100.0% | 02/05/2026 |
| Philadelphia Investment Partners, Llc | $121M | $176M | 68.6% | 03/25/2026 |
| Alluvial Capital Management, Llc | $120M | $173M | 69.7% | 03/13/2026 |
| Avos Capital Management, Llc | $119M | $298M | 40.1% | 03/25/2026 |
| Avory & Company, Llc. | $118M | $353M | 33.5% | 03/30/2026 |
| Aem Asset Management, Llc | $118M | $118M | 100.0% | 03/30/2026 |
| Dunham Lane Capital Partners Llc | $117M | $117M | 100.0% | 03/24/2026 |
| Virtus Family Office, Llc | $115M | $727M | 15.9% | 03/25/2026 |
| Maimon Wealth Management Ltd. | $115M | $157M | 73.3% | 03/04/2026 |
| Muntz Financial, Llc | $114M | $178M | 64.4% | 03/31/2026 |
| Avrio Wealth Pte Ltd | $114M | $178M | 63.9% | 03/25/2026 |
| Broadway Advisor Group | $107M | $215M | 49.8% | 03/31/2026 |
| Horse Cove Partners Llc | $107M | $107M | 100.0% | 03/31/2026 |
| Hanseatic Management Services Inc | $106M | $174M | 60.6% | 03/12/2026 |
| Wallstreeti.Com Llc. | $105M | $105M | 100.0% | 03/31/2026 |
| Fortress Private Ledger, Llc | $105M | $584M | 17.9% | 03/31/2026 |
| Gcw Partners Llp | $104M | $518M | 20.1% | 06/25/2025 |
| Bireme Capital, Llc | $103M | $197M | 52.5% | 03/19/2026 |
| Brave Eagle Wealth Management, Llc | $101M | $101M | 100.0% | 03/06/2026 |
| Adc Wealth Management, Llc | $99.9M | $206M | 48.5% | 02/17/2026 |
| Tone Capital, Llc | $99.3M | $118M | 84.0% | 03/16/2026 |
| Nymbus Capital Inc. | $94.0M | $751M | 12.5% | 01/05/2026 |
| Successful Portfolios Llc | $90.6M | $282M | 32.2% | 03/25/2026 |
| Weatherhelm Capital Management Llc | $90.5M | $90.6M | 99.9% | 03/18/2026 |
| Designer Technologies, Inc. | $89.2M | $89.2M | 100.0% | 03/26/2026 |
| Duration Asset Management, Llc | $88.6M | $1.6B | 5.6% | 03/26/2026 |
| Derastone Llc | $85.5M | $84.3M | 101.4% | 03/24/2026 |
| Spring Mountain Capital, Lp | $85.3M | $311M | 27.4% | 03/31/2026 |
| Abacus Capital Advisors Llc | $83.9M | $120M | 70.2% | 03/30/2026 |
| Chronim Investments Inc. | $82.0M | $228M | 35.9% | 02/06/2026 |
| Financial Network Specialists Llc | $80.0M | $130M | 61.6% | 02/04/2026 |
| Adams Wealth Management Llc | $79.0M | $566M | 14.0% | 04/01/2026 |
| Gamma Asset Management Llc | $77.8M | $425M | 18.3% | 02/24/2026 |
| Active Wealth Advisors Llc | $75.4M | $75.4M | 100.0% | 03/31/2026 |
| Dynamic Trading Management, Llc. | $74.2M | $117M | 63.7% | 03/16/2026 |
| Convoy Investments, Llc | $71.3M | $262M | 27.3% | 02/10/2026 |
| Emeth Value Capital, Llc | $70.5M | $194M | 36.4% | 02/05/2026 |
| 56 Capital Partners, Ltd | $69.5M | $113M | 61.4% | 03/24/2026 |
| Aragon Capital Llc | $66.9M | $349M | 19.1% | 03/09/2026 |
| Numa Americas Corp. | $65.3M | $193M | 33.9% | 02/19/2026 |
| Malatai Capital Llc | $65.0M | $65.0M | 100.0% | 03/24/2026 |
| Individual Asset Management, Inc | $64.2M | $173M | 37.1% | 03/26/2026 |
| Camelot Portfolios, Llc | $64.0M | $272M | 23.5% | 03/12/2026 |
| Hudson Value Partners, Llc | $63.0M | $678M | 9.3% | 03/26/2026 |
| Beacon Global Advisor Network, Llc | $62.9M | $745M | 8.4% | 03/31/2026 |
| Wisdom Capital Asset Management, Llc | $62.5M | $71.0M | 88.0% | 03/31/2026 |
| Allaria Asset Management, Llc | $62.0M | $180M | 34.5% | 03/30/2026 |
| Banorte Asset Management, Inc. | $60.7M | $661M | 9.2% | 03/25/2026 |
| Proaltus Usa Inc. | $60.2M | $605M | 9.9% | 02/25/2026 |
| Sartorial Wealth Inc. | $59.9M | $130M | 45.9% | 03/31/2026 |
| Wall Street Investment Management, Llc | $58.8M | $175M | 33.7% | 03/30/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.