Capital Group
$3.4B reported client assets across 41 advisory firms in FY2025 annual amendments
Reported client assets over time
$6.0M
$3.2B
2023
2025
Same-firm comparison: 30 firms that reported Capital Group 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. 2023 is shown but partial — only FY2023: 1 cohort firms. No matched data for FY2019, FY2020, FY2021, FY2022.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| J.Derek Lewis & Associates, Inc. | $1.3B | $2.3B | 58.9% | 03/26/2026 |
| Weinand Financial, Inc. | $466M | $610M | 76.3% | 03/27/2026 |
| Bps Wealth Advisors, Inc. | $411M | $1.1B | 38.0% | 03/19/2026 |
| Crane Advisory Llc | $199M | $935M | 21.3% | 02/25/2026 |
| Master's Wealth Management Inc. | $83.5M | $590M | 14.2% | 03/06/2026 |
| L & W Financial, Llc | $78.2M | $207M | 37.7% | 02/23/2026 |
| St. Germain Investment Management, Inc. | $68.9M | $3.8B | 1.8% | 03/27/2026 |
| O'boyle Wealth Management, Inc. | $65.2M | $444M | 14.7% | 03/30/2026 |
| Googins Advisors, Inc. | $62.0M | $501M | 12.4% | 09/29/2025 |
| Rpc Private Wealth, Llc | $60.2M | $286M | 21.0% | 03/11/2026 |
| Reservoir Retirement Management, Llc | $47.7M | $209M | 22.8% | 02/18/2026 |
| Magnate Advisory Services, Llc | $40.5M | $314M | 12.9% | 03/30/2026 |
| Comprehensive Capital Management, Inc. | $39.3M | $77.5M | 50.7% | 03/30/2026 |
| Kristen E. Coombs Llc | $39.1M | $268M | 14.6% | 02/07/2026 |
| Core Wealth Partners Llc | $38.0M | $393M | 9.7% | 02/16/2026 |
| Sackett Wealth Advisors, Inc. | $34.6M | $212M | 16.3% | 03/17/2026 |
| Clearwave Capital, Llc | $32.7M | $359M | 9.1% | 03/05/2026 |
| Preston Advisory Services Llc | $30.3M | $198M | 15.3% | 03/17/2026 |
| Alliance Wealth Management Partners Llc | $29.4M | $272M | 10.8% | 03/23/2026 |
| Elite Financial, Inc. | $25.8M | $274M | 9.4% | 02/10/2026 |
| Ark Advisors Llc | $25.4M | $196M | 13.0% | 01/25/2026 |
| Fmb Retirement Services | $22.7M | $146M | 15.5% | 03/05/2026 |
| New Horizon Financial Strategies, Llc | $18.6M | $217M | 8.6% | 03/03/2026 |
| Tkc Wealth Management Llc | $17.5M | $139M | 12.6% | 03/10/2026 |
| Affinity Wealth Llc | $17.2M | $218M | 7.9% | 01/30/2026 |
| Encore Wealth Advisors, Llc | $16.8M | $122M | 13.8% | 04/01/2026 |
| Global Portfolio Solutions, Inc. | $14.0M | $128M | 11.0% | 03/26/2026 |
| Skyoak Capital, Inc. | $13.7M | $219M | 6.2% | 03/06/2026 |
| Wellspring Advisors, Inc. | $9.4M | $152M | 6.2% | 03/31/2026 |
| J.P. King Advisors, Inc. | $9.1M | $890M | 1.0% | 03/25/2026 |
| Vita Planning Group Llc | $8.5M | $83.7M | 10.1% | 03/17/2026 |
| Stewardship Concepts Financial Services Llc | $7.9M | $175M | 4.5% | 01/20/2026 |
| Anchor Wealth Management Group Llc | $6.8M | $233M | 2.9% | 03/05/2026 |
| Lucien Stirling & Gray Advisory Group Inc | $6.0M | $147M | 4.1% | 03/11/2026 |
| Jms Capital Group Wealth Services, Llc | $4.6M | $174M | 2.6% | 03/27/2026 |
| Barron Financial Group, Llp | $4.2M | $199M | 2.1% | 02/04/2026 |
| Stark Wealth Management Llc | $3.4M | $262M | 1.3% | 03/17/2026 |
| Emergent Wealth Advisors, Llc | $2.0M | $249M | 0.8% | 01/27/2026 |
| A Sling & A Stone, Incorporated | $600K | $105M | 0.6% | 02/25/2026 |
| Argus Equity Partners, Llc | $325K | $58.7M | 0.6% | 03/25/2026 |
| Sunrise Financial Services Llc | $117K | $151M | 0.1% | 02/12/2026 |
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.