Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional Client Share
SEC-registered investment advisers ranked by institutional client share.
Firms
1,000
Total AUM
$19.61T
Median AUM
$1.49B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Client Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | ADVANCED RETIREMENT SOLUTIONS, LLC | 288022 | 100% | $271.9M | 1 | 2026-03-31 | → |
| 202 | BAYPOINTE PARTNERS, LLC | 331273 | 100% | $270.5M | 4 | 2026-03-31 | → |
| 203 | RETIREMENT PLANOLOGY, INC. | 171302 | 100% | $265.9M | 3 | 2026-03-31 | → |
| 204 | IH2 ADVISORS & COMPANY | 325788 | 100% | $265.3M | 3 | 2026-04-30 | → |
| 205 | HUDSON CANYON CAPITAL MANAGEMENT, LLC | 286437 | 100% | $263.9M | 1 | 2026-03-31 | → |
| 206 | CGI PLAN ADVISORS, INC. | 311275 | 100% | $261.0M | 2 | 2026-03-31 | → |
| 207 | RIVERWEST INVESTMENT MANAGEMENT, LLC | 339697 | 100% | $254.1M | 3 | 2026-05-31 | → |
| 208 | TREASURE INVESTMENT MANAGEMENT, LLC | 309258 | 100% | $252.7M | 4 | 2026-06-30 | → |
| 209 | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | 104684 | 100% | $249.1M | 11 | 2026-03-31 | → |
| 210 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC | 323718 | 100% | $242.8M | 17 | 2025-09-30 | → |
| 211 | CAPSTONE ASSET MANAGEMENT, LLC | 155846 | 100% | $241.3M | 1 | 2025-01-31 | → |
| 212 | GREYBULL PARTNERS LLC | 128390 | 100% | $241.0M | 20 | 2026-06-30 | → |
| 213 | FORSYTH STREET ASSET MANAGEMENT LLC | 310545 | 100% | $228.9M | 9 | 2026-03-31 | → |
| 214 | LIONSTONE PARTNERS, LLC | 160214 | 100% | $224.4M | 3 | 2026-03-31 | → |
| 215 | MFG FAMILY OFFICE LLC | 324211 | 100% | $221.8M | 1 | 2026-03-31 | → |
| 216 | EKON ADVISORS, LLC | 281039 | 100% | $219.8M | 3 | 2026-03-31 | → |
| 217 | 724 ASSET MANAGEMENT, LLC | 318169 | 100% | $213.4M | 2 | 2026-03-31 | → |
| 218 | FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC | 168390 | 100% | $194.9M | 4 | 2026-03-31 | → |
| 219 | TOGWOTEE CIO, LLC | 311981 | 100% | $191.4M | 1 | 2026-01-31 | → |
| 220 | PARADIGM INSTITUTIONAL INVESTORS LLC | 329115 | 100% | $189.5M | 2 | 2025-05-31 | → |
| 221 | 1128 CAPITAL, LLC | 318637 | 100% | $188.2M | 7 | 2025-12-31 | → |
| 222 | SMITH ASSET MANAGEMENT GROUP LP | 106301 | 100% | $182.2M | 13 | 2026-03-31 | → |
| 223 | ALLARIA ASSET MANAGEMENT, LLC | 287513 | 100% | $179.6M | 6 | 2026-04-30 | → |
| 224 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | 336317 | 100% | $176.4M | 1 | 2026-06-30 | → |
| 225 | CORBETT ROAD CAPITAL MANAGEMENT, LLC | 305063 | 100% | $176.3M | 5 | 2026-06-30 | → |
| 226 | ASCO FINANCIAL GROUP, INC. | 124395 | 100% | $173.2M | 2 | 2026-03-31 | → |
| 227 | FOCUS 401 (K) GROUP, LLC | 172217 | 100% | $169.9M | 2 | 2026-01-31 | → |
| 228 | LEATHERBACK INVESTMENTS LLC | 299608 | 100% | $169.6M | 3 | 2026-03-31 | → |
| 229 | CAPITAL GAINS INC | 111717 | 100% | $166.6M | 3 | 2026-01-31 | → |
| 230 | REDSWAN PC, INC | 307278 | 100% | $165.3M | 8 | 2026-03-31 | → |
| 231 | STONERIDGE INVESTMENT PARTNERS LLC | 109261 | 100% | $152.3M | 10 | 2026-04-30 | → |
| 232 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | 318867 | 100% | $149.2M | 3 | 2026-03-31 | → |
| 233 | FMB RETIREMENT SERVICES | 164571 | 100% | $146.2M | 12 | 2026-03-31 | → |
| 234 | WYNWOOD CAPITAL, LLC | 284493 | 100% | $138.7M | 1 | 2026-03-31 | → |
| 235 | MARIANA INVESTMENT PARTNERS LLP | 322631 | 100% | $137.1M | 10 | 2025-03-31 | → |
| 236 | MORNINGSIDE ASSET MANAGEMENT LLC | 268789 | 100% | $135.6M | 4 | 2026-05-31 | → |
| 237 | LESTE USA, LLC | 301289 | 100% | $126.3M | 12 | 2026-06-30 | → |
| 238 | INSTITUTIONAL INVESTMENT CONSULTING | 168705 | 100% | $125.0M | 13 | 2026-02-28 | → |
| 239 | EVERY SECURITIES LLC | 333167 | 100% | $122.7M | 4 | 2026-03-31 | → |
| 240 | ALPHABOND LLC | 336339 | 100% | $122.6M | 3 | 2026-03-31 | → |
| 241 | GLASGOW PARTNERS, LLC | 139607 | 100% | $120.0M | 1 | 2026-03-31 | → |
| 242 | VALEO VENTURES MANAGEMENT, LLC | 334181 | 100% | $119.3M | 4 | 2026-03-31 | → |
| 243 | RISK PARADIGM GROUP, LLC | 155870 | 100% | $115.6M | 7 | 2026-03-31 | → |
| 244 | INFINITE GIVING ADVISORY SERVICES, INC. | 315935 | 100% | $112.8M | 10 | 2026-05-31 | → |
| 245 | SOLARIA MANAGEMENT LP | 325252 | 100% | $108.5M | 2 | 2025-02-28 | → |
| 246 | VALHUM ASSET MANAGEMENT, LLC | 323895 | 100% | $100.0M | 1 | 2026-02-28 | → |
| 247 | BLUE SKY ASSET MANAGEMENT, LLC | 167686 | 100% | $98.6M | 1 | 2026-03-31 | → |
| 248 | PENSERRA GLOBAL INVESTORS LLC | 174309 | 100% | $96.2M | 12 | 2026-05-31 | → |
| 249 | GUIDANCE POINT RETIREMENT SERVICES, LLC | 161000 | 100% | $88.2M | 8 | 2026-05-31 | → |
| 250 | IVESTA CORP | 337603 | 100% | $88.0M | 2 | 2026-05-31 | → |
| 251 | ARROW INVESTMENT MANAGEMENT, LLC | 334614 | 100% | $85.6M | 5 | 2026-03-31 | → |
| 252 | 2XIDEAS US INC. | 328190 | 100% | $79.7M | 2 | 2026-06-30 | → |
| 253 | CASTLE ROCK INVESTMENT COMPANY | 140299 | 100% | $70.2M | 1 | 2025-01-31 | → |
| 254 | HAWKS POINT CAPITAL PARTNERS LLC | 307006 | 100% | $61.4M | 3 | 2026-03-31 | → |
| 255 | AMPLIFY ENDOWMENT MANAGEMENT, LLC | 277129 | 100% | $57.6M | 1 | 2026-03-31 | → |
| 256 | NEWOAK ASSET MANAGEMENT LLC | 172956 | 100% | $57.1M | 6 | 2026-03-31 | → |
| 257 | MOMENT ADVISORS, LLC | 325262 | 100% | $56.3M | 6 | 2026-05-31 | → |
| 258 | ROOSEVELT MANAGEMENT COMPANY LLC | 161605 | 100% | $52.4M | 30 | 2026-06-30 | → |
| 259 | CAPRA IBEX CREDIT OPPORTUNITIES, LLC | 332538 | 100% | $45.1M | 8 | 2026-03-31 | → |
| 260 | CAPRA CREDIT MANAGEMENT, LLC | 281736 | 100% | $45.1M | 3 | 2026-03-31 | → |
| 261 | DERIVATY CO | 310249 | 100% | $28.0M | 3 | 2026-03-31 | → |
| 262 | MARCADO ASSET MANAGEMENT LLC | 289136 | 100% | $26.8M | 3 | 2025-11-30 | → |
| 263 | STEDFAST CAPITAL MANAGEMENT LLC | 336660 | 100% | $26.0M | 1 | 2026-03-31 | → |
| 264 | FINIAT, LLC | 329094 | 100% | $25.6M | 7 | 2026-06-30 | → |
| 265 | ALLIES CAPITAL MANAGEMENT, LLC | 319640 | 100% | $25.0M | 1 | 2026-02-28 | → |
| 266 | QUADRANT REAL ESTATE ADVISORS LLC | 138077 | 100% | $24.9M | 2 | 2026-03-31 | → |
| 267 | GREENWOOD PINE PARTNERS, LLC | 314679 | 100% | $22.9M | 29 | 2026-03-31 | → |
| 268 | THE GMS GROUP, LLC | 8000 | 100% | $19.8M | 15 | 2026-03-31 | → |
| 269 | BALANCE CASH MANAGEMENT INC. | 333867 | 100% | $11.6M | 10 | 2026-04-30 | → |
| 270 | BLUEVINE ADVISORY LLC | 326599 | 100% | $8.9M | 2 | 2026-06-30 | → |
| 271 | CBIZ FINANCIAL SOLUTIONS, INC. | 16678 | 100% | $8.9M | 19 | 2026-03-31 | → |
| 272 | STONECASTLE ASSET MANAGEMENT, LLC | 166252 | 100% | $7.5M | 6 | 2026-03-31 | → |
| 273 | FOUNTAINDALE, LLC | 326054 | 100% | $407,969 | 2 | 2026-03-31 | → |
| 274 | ELITE TAMP LLC | 327535 | 100% | $322,063 | 1 | 2026-06-30 | → |
| 275 | KOLL BREN SCHREIBER REALTY ADVISORS, INC. | 108568 | 100% | $128,212 | 79 | 2025-03-31 | → |
| 276 | VANCE FUNDS LIMITED | 325698 | 100% | $109,345 | 1 | 2025-03-31 | → |
| 277 | TENMA LIMITED I, LLC | 299563 | 100% | $109,345 | 1 | 2025-03-31 | → |
| 278 | ARNIE ADVISORS LLC | 307049 | 100% | $52,050 | 2 | 2026-03-31 | → |
| 279 | INVESTING ONLINE LLC | 329196 | 100% | $1,698 | 2 | 2025-03-31 | → |
| 280 | MAZUMAGO INC (DBA TRUSS) | 334136 | 100% | $1,000 | 9 | 2025-03-31 | → |
| 281 | PREMIER GOLD GLOBAL WEALTH LLC | 172465 | 100% | $0 | 1 | 2026-04-30 | → |
| 282 | OPTOS REAL ESTATE CREDIT, LLC | 343298 | 100% | $0 | 8 | 2026-06-30 | → |
| 283 | GAMMA INVESTING LLC | 312573 | 99.9% | $2.28B | 7 | 2026-03-31 | → |
| 284 | CLEARBRIDGE INC. | 110909 | 99.8% | $7.31B | 4 | 2025-10-31 | → |
| 285 | PNC CAPITAL ADVISORS LLC | 151829 | 99.6% | $50.88B | 258 | 2026-03-31 | → |
| 286 | WILSHIRE ADVISORS LLC | 6210 | 99.5% | $149.10B | 307 | 2026-06-30 | → |
| 287 | MEEDER PUBLIC FUNDS, INC. | 106816 | 99.5% | $70.16B | 77 | 2026-06-30 | → |
| 288 | USI ADVISORS, INC. | 108113 | 99.4% | $56.28B | 79 | 2026-03-31 | → |
| 289 | MEKETA INVESTMENT GROUP INC | 110601 | 99.4% | $9.99B | 248 | 2026-03-31 | → |
| 290 | LEEWARD INVESTMENTS, LLC | 312557 | 99.3% | $2.87B | 14 | 2026-03-31 | → |
| 291 | PENTEGRA INVESTORS, INC. | 111503 | 99.2% | $5.60B | 13 | 2026-05-31 | → |
| 292 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | 99.1% | $62.67B | 239 | 2026-05-31 | → |
| 293 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | 99% | $24.86B | 41 | 2026-03-31 | → |
| 294 | JULEX CAPITAL MANAGEMENT, LLC | 166053 | 99% | $246.7M | 3 | 2026-02-28 | → |
| 295 | RETIREMENT WELLNESS GROUP LLC | 297255 | 98.8% | $526.6M | 2 | 2026-03-31 | → |
| 296 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | 285366 | 98.8% | $7.26B | 29 | 2026-03-31 | → |
| 297 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | 98.5% | $29.38B | 120 | 2026-05-31 | → |
| 298 | PINNACLE PENSION CONSULTANTS LLC | 133442 | 98.5% | $2.17B | 3 | 2026-03-31 | → |
| 299 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | 98.4% | $27.49B | 49 | 2026-03-31 | → |
| 300 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | 98.2% | $3.44B | 13 | 2026-03-31 | → |
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