Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional AUM per Client
SEC-registered investment advisers ranked by institutional client assets per institutional client.
Firms
1,000
Total AUM
$73.48T
Median AUM
$10.08B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional AUM / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | MONOGRAPH WEALTH ADVISORS, LLC | 173949 | $44.1M | $3.25B | 20 | 2026-03-31 | → |
| 902 | CAPSHIFT ADVISORS, LLC | 309860 | $44.0M | $628.0M | 16 | 2026-03-31 | → |
| 903 | MCDONALD CAPITAL INVESTORS INC | 105562 | $44.0M | $1.86B | 5 | 2026-03-31 | → |
| 904 | BROWN ADVISORY LTD. | 168985 | $43.9M | $26.58B | 110 | 2026-03-31 | → |
| 905 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $43.6M | $16.66B | 33 | 2026-03-31 | → |
| 906 | UX WEALTH PARTNERS LLC | 308983 | $43.3M | $1.87B | 7 | 2026-06-30 | → |
| 907 | MARSHFIELD ASSOCIATES, INC. | 150614 | $43.2M | $8.12B | 27 | 2026-03-31 | → |
| 908 | SEVEN BRIDGES ADVISORS LLC | 158722 | $43.2M | $4.61B | 23 | 2026-06-30 | → |
| 909 | TILLER PARTNERS, LLC | 170429 | $43.1M | $261.5M | 1 | 2026-03-31 | → |
| 910 | M.D. SASS, LLC | 110590 | $43.1M | $2.06B | 19 | 2026-03-31 | → |
| 911 | REQUISITE CAPITAL MANAGEMENT LLC | 283107 | $42.6M | $2.43B | 11 | 2026-03-31 | → |
| 912 | KEEL WEALTH MANAGEMENT, LLC | 285682 | $42.5M | $470.0M | 1 | 2026-05-31 | → |
| 913 | SEELAUS ASSET MANAGEMENT, LLC | 149582 | $42.5M | $1.70B | 29 | 2026-03-31 | → |
| 914 | MULTNOMAH GROUP, INC. | 132131 | $42.5M | $2.67B | 21 | 2026-03-31 | → |
| 915 | IBN ASSET MANAGEMENT, LLC | 290114 | $42.3M | $508.2M | 6 | 2026-03-31 | → |
| 916 | PINNACLE ASSOCIATES, LTD. | 110631 | $42.1M | $10.39B | 69 | 2026-03-31 | → |
| 917 | CHELSEA COUNSEL COMPANY | 110399 | $42.1M | $517.0M | 7 | 2026-06-30 | → |
| 918 | TENNENBAUM CAPITAL PARTNERS, LLC | 113203 | $41.7M | $3.16B | 10 | 2026-06-30 | → |
| 919 | LANDSEER ADVISORS LLC | 309937 | $41.5M | $415.2M | 5 | 2026-03-31 | → |
| 920 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $41.4M | $12.97B | 31 | 2026-05-31 | → |
| 921 | DECATUR CAPITAL MANAGEMENT, INC. | 120679 | $41.2M | $253.7M | 6 | 2026-03-31 | → |
| 922 | REDBLACK ADVISERS, INC. | 151692 | $41.2M | $823.6M | 7 | 2026-03-31 | → |
| 923 | ACCOLADE INVESTMENT ADVISORY, LLC | 145635 | $41.0M | $1.60B | 6 | 2026-03-31 | → |
| 924 | WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | $40.9M | $8.08B | 36 | 2026-03-31 | → |
| 925 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | $40.8M | $7.13B | 47 | 2026-03-31 | → |
| 926 | USI ADVISORS, INC. | 108113 | $40.7M | $56.28B | 79 | 2026-03-31 | → |
| 927 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $40.6M | $7.00B | 39 | 2026-06-30 | → |
| 928 | CHANNING GLOBAL ADVISORS, LLC | 290893 | $40.6M | $1.11B | 8 | 2026-03-31 | → |
| 929 | SMITH W B & CO INC | 105917 | $40.4M | $323.6M | 1 | 2026-03-31 | → |
| 930 | OPUS CAPITAL GROUP, LLC | 106528 | $40.4M | $1.51B | 7 | 2026-03-31 | → |
| 931 | SEGALL BRYANT & HAMILL, LLC | 106505 | $40.4M | $22.64B | 161 | 2026-06-30 | → |
| 932 | TRUST ADVISORS, INC. | 157508 | $40.3M | $6.97B | 76 | 2026-03-31 | → |
| 933 | GREENROCK RESEARCH, INC. | 131825 | $40.1M | $863.9M | 6 | 2026-03-31 | → |
| 934 | O'NEIL GLOBAL ADVISORS, INC. | 308150 | $40.0M | $401.9M | 40 | 2026-05-31 | → |
| 935 | AI ALPHA LLC | 334908 | $40.0M | $200.0M | 3 | 2026-04-30 | → |
| 936 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | $40.0M | $1.71B | 21 | 2026-03-31 | → |
| 937 | 1900 WEALTH MANAGEMENT LLC | 175346 | $40.0M | $3.07B | 22 | 2026-03-31 | → |
| 938 | TWO PRIME INC. | 316015 | $39.9M | $416.5M | 11 | 2026-04-30 | → |
| 939 | POTENTUM PARTNERS, L.P. | 311282 | $39.9M | $773.3M | 9 | 2026-03-31 | → |
| 940 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | $39.9M | $6.34B | 24 | 2026-06-30 | → |
| 941 | WRIGHT INVESTORS SERVICE INC | 106302 | $39.8M | $1.21B | 22 | 2026-03-31 | → |
| 942 | AUBREY CAPITAL MANAGEMENT LIMITED | 285802 | $39.6M | $1.15B | 26 | 2026-02-28 | → |
| 943 | MARTIN INVESTMENT MANAGEMENT, LLC | 105381 | $39.6M | $888.1M | 12 | 2026-04-30 | → |
| 944 | THE CENTRAL TRUST BANK | 149262 | $39.6M | $554.1M | 4 | 2026-03-31 | → |
| 945 | MOZAIC, LLC | 145777 | $39.5M | $3.64B | 14 | 2026-03-31 | → |
| 946 | SWS CAPITAL MANAGEMENT, LLC | 119043 | $39.4M | $413.1M | 10 | 2026-03-31 | → |
| 947 | JOHN W. BRISTOL & CO., INC. | 105597 | $39.3M | $7.07B | 18 | 2026-03-31 | → |
| 948 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $39.1M | $24.40B | 61 | 2026-03-31 | → |
| 949 | ARCUS CAPITAL PARTNERS, LLC | 147346 | $39.1M | $2.51B | 15 | 2026-03-31 | → |
| 950 | MAR VISTA INVESTMENT PARTNERS, LLC | 144906 | $38.9M | $1.12B | 19 | 2026-03-31 | → |
| 951 | BESPOKE ADVISORY LLC | 323909 | $38.9M | $284.0M | 9 | 2026-04-30 | → |
| 952 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $38.9M | $10.18B | 32 | 2026-03-31 | → |
| 953 | STOLPER & COMPANY | 6911 | $38.8M | $615.7M | 2 | 2026-01-31 | → |
| 954 | CAUSEY PUBLIC FINANCE LLC | 332123 | $38.4M | $430.9M | 16 | 2026-03-31 | → |
| 955 | FIRST LIGHT RETIREMENT, LLC | 314509 | $38.3M | $843.7M | 2 | 2026-03-31 | → |
| 956 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | 145370 | $38.3M | $241.9M | 6 | 2026-03-31 | → |
| 957 | DELEGATE ADVISORS, LLC | 159953 | $38.2M | $1.71B | 13 | 2026-03-31 | → |
| 958 | ANGELES WEALTH MANAGEMENT, LLC | 159952 | $38.2M | $2.81B | 17 | 2026-03-31 | → |
| 959 | EAGLE ROCK INVESTMENT COMPANY, LLC | 313832 | $38.2M | $786.7M | 4 | 2026-02-28 | → |
| 960 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $38.1M | $39.36B | 134 | 2026-03-31 | → |
| 961 | CONSILIUM, LLC | 304503 | $38.1M | $215.0M | 1 | 2026-03-31 | → |
| 962 | HARRIS ASSOCIATES LP | 106960 | $38.1M | $109.48B | 221 | 2026-03-31 | → |
| 963 | PARADIGM INSTITUTIONAL INVESTORS LLC | 329115 | $37.9M | $189.5M | 2 | 2025-05-31 | → |
| 964 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | $37.9M | $10.53B | 52 | 2026-03-31 | → |
| 965 | UNIO CAPITAL LLC | 166483 | $37.7M | $691.5M | 8 | 2026-03-31 | → |
| 966 | RELIANT INVESTMENT MANAGEMENT, LLC | 111220 | $37.7M | $1.47B | 12 | 2026-03-31 | → |
| 967 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $37.6M | $96.77B | 102 | 2026-03-31 | → |
| 968 | TRIASIMA PORTFOLIO MANAGEMENT INC. | 304577 | $37.6M | $1.11B | 24 | 2026-03-31 | → |
| 969 | FIRST WASHINGTON CORPORATION | 6681 | $37.3M | $501.2M | 5 | 2025-12-31 | → |
| 970 | CHADDS FORD WEALTH PARTNERS, LLC | 304159 | $37.2M | $1.33B | 3 | 2026-03-31 | → |
| 971 | GMO SINGAPORE PTE. LIMITED | 169321 | $37.1M | $2.13B | 15 | 2026-03-31 | → |
| 972 | CLELLAND & CO INC | 105406 | $37.0M | $465.7M | 3 | 2026-03-31 | → |
| 973 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $36.9M | $8.93B | 34 | 2026-04-30 | → |
| 974 | JOHNSON WEALTH INC. | 125557 | $36.9M | $10.35B | 142 | 2026-03-31 | → |
| 975 | EVOKE WEALTH, LLC | 300856 | $36.9M | $17.29B | 96 | 2026-04-30 | → |
| 976 | ORLEANS CAPITAL MANAGEMENT CORP | 111359 | $36.8M | $2.13B | 12 | 2026-03-31 | → |
| 977 | SAPIENCE INVESTMENTS, LLC | 284720 | $36.7M | $184.7M | 7 | 2025-03-31 | → |
| 978 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | $36.7M | $7.75B | 26 | 2026-03-31 | → |
| 979 | P/E GLOBAL LLC | 155642 | $36.6M | $1.71B | 62 | 2026-03-31 | → |
| 980 | KARMA CAPITAL ADVISORS PVT LTD. | 335212 | $36.5M | $632.5M | 22 | 2026-06-30 | → |
| 981 | FAIRCOURT PARTNERS, LLC | 295508 | $36.4M | $3.12B | 4 | 2026-05-31 | → |
| 982 | ROBERT HARRELL INCORPORATED | 106191 | $36.3M | $885.3M | 5 | 2026-03-31 | → |
| 983 | NARWHAL CAPITAL MANAGMENT, LLC | 135958 | $36.3M | $2.08B | 18 | 2026-06-30 | → |
| 984 | GRANAHAN INVESTMENT MANAGEMENT LLC | 107745 | $36.2M | $2.36B | 20 | 2026-03-31 | → |
| 985 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $36.1M | $5.02B | 43 | 2026-05-31 | → |
| 986 | KAVAR CAPITAL PARTNERS GROUP, LLC | 311744 | $35.6M | $1.58B | 6 | 2026-03-31 | → |
| 987 | ARISTOTLE CAPITAL BOSTON, LLC | 173198 | $35.4M | $1.83B | 9 | 2026-03-31 | → |
| 988 | SELLWOOD INVESTMENT PARTNERS LLC | 164696 | $35.3M | $2.28B | 16 | 2026-06-30 | → |
| 989 | GREENWICH WEALTH MANAGEMENT LLC | 142820 | $35.3M | $3.52B | 13 | 2026-03-31 | → |
| 990 | IRONWOOD INVESTMENT COUNSEL, LLC | 110623 | $35.2M | $1.76B | 22 | 2026-03-31 | → |
| 991 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | $35.2M | $5.49B | 11 | 2026-03-31 | → |
| 992 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $35.2M | $9.57B | 34 | 2026-03-31 | → |
| 993 | RELEVANT WEALTH ADVISORS, LLC | 1489 | $35.0M | $799.0M | 4 | 2026-03-31 | → |
| 994 | OLD GLORY ASSET MANAGEMENT LLC | 126013 | $34.9M | $655.9M | 2 | 2026-03-31 | → |
| 995 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | $34.7M | $5.09B | 21 | 2026-03-31 | → |
| 996 | GROSS & HARTMAN INVESTMENTS, LLC | 317722 | $34.7M | $576.0M | 4 | 2026-03-31 | → |
| 997 | ANDERSON HOAGLAND & CO | 105157 | $34.4M | $1.43B | 8 | 2026-02-28 | → |
| 998 | TRUE NORTH ADVISORS, LLC | 116048 | $34.3M | $5.42B | 89 | 2026-03-31 | → |
| 999 | ENERGY INCOME PARTNERS LLC | 140799 | $34.0M | $6.06B | 21 | 2026-05-31 | → |
| 1000 | PIER CAPITAL, LLC | 131212 | $34.0M | $647.7M | 9 | 2026-03-31 | → |
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