Research Report · 2026-06-30
Registered Investment Advisers with the Highest Non-US AUM Share
SEC-registered investment advisers ranked by non-us aum share.
Firms
819
Total AUM
$47.10T
Median AUM
$1.43B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Non-US AUM Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | WAKEFIELD ASSET MANAGEMENT, LLLP | 143720 | 114.9% | $454.0M | 11 | 2026-03-31 | → |
| 2 | OPUS PRIVATE WEALTH GROUP, LLC | 171317 | 101.6% | $128.0M | 3 | 2026-02-28 | → |
| 3 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | 100% | $1.77B | 14 | 2026-05-31 | → |
| 4 | CARLSON FINANCIAL, INC. | 335831 | 100% | $318.0M | 8 | 2026-04-30 | → |
| 5 | PALATINE HILL, LLC | 305619 | 100% | $295.9M | 5 | 2026-06-30 | → |
| 6 | DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. | 300058 | 100% | $107.4M | 2 | 2026-03-31 | → |
| 7 | PINNACLE PEAK PRIVATE CLIENT GROUP, LLC | 282003 | 100% | $481.1M | 6 | 2026-02-28 | → |
| 8 | CAPITAL A WEALTH MANAGEMENT, LLC | 328863 | 100% | $612.9M | 21 | 2026-04-30 | → |
| 9 | STASH INVESTMENTS LLC | 226550 | 100% | $4.92B | 124 | 2026-04-30 | → |
| 10 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | 100% | $49.85B | 33 | 2026-03-31 | → |
| 11 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | 100% | $5.31B | 12 | 2025-11-30 | → |
| 12 | SUMMIT WEALTH GROUP LLC | 335242 | 100% | $2.31B | 80 | 2026-03-31 | → |
| 13 | CENTER FOR FINANCIAL PLANNING INC | 109599 | 100% | $1.97B | 26 | 2026-04-30 | → |
| 14 | RBB TREASURY LLC | 314581 | 100% | $1.89B | 4 | 2026-03-31 | → |
| 15 | CPC ADVISORS, LLC | 111025 | 100% | $1.68B | 29 | 2026-04-30 | → |
| 16 | CJM WEALTH ADVISERS, LTD. | 107750 | 100% | $1.47B | 13 | 2026-06-30 | → |
| 17 | BRIGHTON SECURITIES CORP. | 3875 | 100% | $931.0M | 26 | 2026-04-30 | → |
| 18 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | 300359 | 100% | $907.6M | 46 | 2026-06-30 | → |
| 19 | CARSON ADVISORY, INC. | 117410 | 100% | $864.9M | 7 | 2026-04-30 | → |
| 20 | GRATUS WEALTH ADVISORS LLC | 328641 | 100% | $822.2M | 9 | 2026-05-31 | → |
| 21 | CREEKMUR ASSET MANAGEMENT, LLC | 306903 | 100% | $800.0M | 36 | 2026-03-31 | → |
| 22 | BUFFALO BUSINESS & ESTATE SERVICES LTD | 337303 | 100% | $764.9M | 15 | 2026-01-31 | → |
| 23 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | 121399 | 100% | $758.1M | 15 | 2026-05-31 | → |
| 24 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 286005 | 100% | $722.8M | 42 | 2026-03-31 | → |
| 25 | RESOURCE FINANCIAL GROUP, LTD. | 119833 | 100% | $637.4M | 8 | 2026-03-31 | → |
| 26 | INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | 332536 | 100% | $594.9M | 6 | 2026-03-31 | → |
| 27 | SANDERS MORRIS LLC | 20580 | 100% | $576.1M | 27 | 2026-03-31 | → |
| 28 | ELITE RETIREMENT PLANNING, LLC | 297942 | 100% | $568.8M | 30 | 2026-03-31 | → |
| 29 | KINGDOM FINANCIAL GROUP, LLC | 155676 | 100% | $520.9M | 51 | 2026-03-31 | → |
| 30 | MASTODON ADVISORY GROUP, LLC | 283494 | 100% | $492.5M | 2 | 2026-03-31 | → |
| 31 | BELL & BROWN WEALTH ADVISORS, LLC | 175419 | 100% | $486.8M | 3 | 2026-02-28 | → |
| 32 | FLORIDA FINANCIAL ADVISORS, LLC | 288811 | 100% | $456.1M | 667 | 2026-04-30 | → |
| 33 | LLOYD ADVISORY SERVICES, LLC | 150582 | 100% | $437.6M | 13 | 2026-03-31 | → |
| 34 | COQUINA PRIVATE WEALTH LLC | 333615 | 100% | $417.6M | 12 | 2026-02-28 | → |
| 35 | GRANDVIEW ASSET MANAGEMENT LLC | 172357 | 100% | $411.7M | 9 | 2026-06-30 | → |
| 36 | COPPER FINANCIAL NETWORK, LLC | 168203 | 100% | $410.7M | 50 | 2026-06-30 | → |
| 37 | TRUEFG, LLC | 285850 | 100% | $409.0M | 2 | 2026-03-31 | → |
| 38 | MOR WEALTH MANAGEMENT, LLC | 333022 | 100% | $395.6M | 8 | 2026-03-31 | → |
| 39 | BENTLEY FINANCIAL GROUP, INC. | 172474 | 100% | $392.8M | 4 | 2026-02-28 | → |
| 40 | SOUTHWEST INVESTMENT ADVISORS, INC. | 312685 | 100% | $386.9M | 5 | 2026-03-31 | → |
| 41 | UNIQUE WEALTH STRATEGIES | 323994 | 100% | $381.5M | 10 | 2026-03-31 | → |
| 42 | SHELTON WEALTH MANAGEMENT, LLC | 312686 | 100% | $364.5M | 4 | 2026-03-31 | → |
| 43 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 285347 | 100% | $361.7M | 26 | 2026-03-31 | → |
| 44 | THE STOLPER COMPANY L.L.C. | 132962 | 100% | $356.3M | 6 | 2026-04-30 | → |
| 45 | HANOVER ADVISORS, INC | 119655 | 100% | $354.9M | 3 | 2026-05-31 | → |
| 46 | NORRIS FINANCIAL GROUP, LLC | 129422 | 100% | $353.0M | 6 | 2026-03-31 | → |
| 47 | SENTINEL ADVISORY GROUP, LLC | 338121 | 100% | $320.8M | 10 | 2026-03-31 | → |
| 48 | THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 165183 | 100% | $309.3M | 2 | 2026-02-28 | → |
| 49 | PROVIDER FINANCIAL, INC. | 168964 | 100% | $304.0M | 3 | 2026-02-28 | → |
| 50 | PETERSON FINANCIAL GROUP, INC. | 169519 | 100% | $299.2M | 11 | 2026-02-28 | → |
| 51 | PRIVATE PORTFOLIOS, INC. | 111905 | 100% | $293.5M | 3 | 2026-01-31 | → |
| 52 | ACCORDANT ADVISORY GROUP, INC. | 117474 | 100% | $278.0M | 3 | 2026-06-30 | → |
| 53 | AUSPICIOUS FINANCIAL PLANNING, LLC | 297962 | 100% | $278.0M | 2 | 2026-03-31 | → |
| 54 | E. A. HORWITZ LLC | 165561 | 100% | $272.6M | 13 | 2026-03-31 | → |
| 55 | SK ADVISOR NETWORK, LLC | 317533 | 100% | $271.5M | 2 | 2026-03-31 | → |
| 56 | CHRISTOPHER J. HASENBERG, INC. | 326053 | 100% | $270.5M | 10 | 2025-05-31 | → |
| 57 | PRAIRIE RIVERS INVESTMENTS, LLC | 288153 | 100% | $249.3M | 5 | 2026-03-31 | → |
| 58 | ALLSTREET CAPITAL LLC | 283564 | 100% | $218.0M | 3 | 2026-02-28 | → |
| 59 | 724 ASSET MANAGEMENT, LLC | 318169 | 100% | $213.4M | 2 | 2026-03-31 | → |
| 60 | APS ADVISORS | 153504 | 100% | $197.2M | 2 | 2026-03-31 | → |
| 61 | THE ARCHER CONSULTING GROUP, LLC | 156062 | 100% | $192.2M | 3 | 2026-03-31 | → |
| 62 | VINE CAPITAL MANAGEMENT, LLC | 269894 | 100% | $188.4M | 2 | 2026-01-31 | → |
| 63 | NETWORTH ADVISORS, LLC | 311621 | 100% | $185.4M | 12 | 2026-05-31 | → |
| 64 | AJF CAPITAL MANAGEMENT, INC. | 126414 | 100% | $178.5M | 4 | 2025-11-30 | → |
| 65 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | 323146 | 100% | $173.5M | 7 | 2026-04-30 | → |
| 66 | M.K. BROWN WEALTH ADVISORY, LLC | 121269 | 100% | $165.5M | 3 | 2026-02-28 | → |
| 67 | BEACON HILL WEALTH MANAGEMENT LTD | 325860 | 100% | $148.6M | 6 | 2026-03-31 | → |
| 68 | PRESTIGE WEALTH MANAGEMENT, INC. | 336264 | 100% | $148.4M | 9 | 2026-06-30 | → |
| 69 | TCM ADVISORS, LLC | 147445 | 100% | $142.9M | 1 | 2026-03-31 | → |
| 70 | MERCURIO & ASSOCIATES INC. | 283632 | 100% | $141.1M | 11 | 2026-03-31 | → |
| 71 | CHIPSER WEALTH MANAGEMENT, LLC | 306396 | 100% | $140.0M | 3 | 2026-01-31 | → |
| 72 | ROSS WEALTH ADVISORS, LLC | 304359 | 100% | $139.7M | 4 | 2026-06-30 | → |
| 73 | GLOBAL BROKERAGE SERVICES, INC. | 37505 | 100% | $137.3M | 5 | 2025-08-31 | → |
| 74 | DMK ADVISOR GROUP, INC. | 41067 | 100% | $130.8M | 38 | 2026-06-30 | → |
| 75 | ALTAMIRA FINANCIAL GROUP, LLC | 316907 | 100% | $130.3M | 3 | 2026-03-31 | → |
| 76 | NIM WEALTH SOLUTIONS INC. | 334754 | 100% | $116.8M | 6 | 2026-05-31 | → |
| 77 | ALPHA PLANNING AND FINANCIAL SERVICES, INC. | 130842 | 100% | $112.8M | 5 | 2026-06-30 | → |
| 78 | COMPASS RETIREMENT GROUP LLC | 282420 | 100% | $111.9M | 9 | 2026-05-31 | → |
| 79 | STRICKLER INVESTMENT SERVICES, LLC | 332778 | 100% | $107.3M | 9 | 2026-02-28 | → |
| 80 | ROCKY HILL ADVISORS INC. | 123242 | 100% | $102.4M | 2 | 2026-05-31 | → |
| 81 | TEKMEN WELLS LLC | 168431 | 100% | $92.4M | 2 | 2026-01-31 | → |
| 82 | EKO INVESTMENTS INC. | 313296 | 100% | $74.9M | 12 | 2026-03-31 | → |
| 83 | WPM WEALTH ADVISORS LLC | 316722 | 100% | $72.4M | 3 | 2026-02-28 | → |
| 84 | DAVIS CAPITAL ADVISORS, LLC | 153496 | 100% | $46.9M | 2 | 2026-03-31 | → |
| 85 | ROSECLIFF CAPITAL ADVISORY LLC | 305951 | 100% | $27.3M | 4 | 2026-03-31 | → |
| 86 | EARLYBIRD CENTRAL INC. | 307201 | 100% | $14.0M | 2 | 2025-02-28 | → |
| 87 | J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. | 335439 | 100% | $9.0M | 65 | 2026-03-31 | → |
| 88 | SIDEPOCKET INC | 312031 | 100% | $914,547 | 16 | 2026-03-31 | → |
| 89 | AURA FINANCE, INC. | 318940 | 100% | $684,936 | 3 | 2025-03-31 | → |
| 90 | FOUNTAINDALE, LLC | 326054 | 100% | $407,969 | 2 | 2026-03-31 | → |
| 91 | MARY & PIP INVESTMENTS, LLC | 338656 | 100% | $2,214 | 2 | 2026-06-30 | → |
| 92 | ILLUMINATE ADVISERS, LLC | 334292 | 100% | $1,500 | 1 | 2026-02-28 | → |
| 93 | WEALTHYX LLC | 172380 | 100% | $750 | 1 | 2026-06-30 | → |
| 94 | SPRING CAPITAL MANAGEMENT, LLC | 282842 | 100% | $223.0M | 2 | 2026-02-28 | → |
| 95 | MALTIN WEALTH MANAGEMENT, INC. | 164330 | 100% | $507.2M | 5 | 2026-02-28 | → |
| 96 | COUGAR GLOBAL INVESTMENTS LIMITED | 109439 | 100% | $1.51B | 3 | 2025-12-31 | → |
| 97 | DODDS WEALTH, LLC | 323632 | 100% | $706.2M | 11 | 2026-05-31 | → |
| 98 | EAGLECLAW CAPITAL MANAGEMENT LLC | 134045 | 100% | $803.3M | 4 | 2025-09-30 | → |
| 99 | TORTUGA WEALTH MANAGEMENT, INC. | 153737 | 100% | $222.9M | 4 | 2026-02-28 | → |
| 100 | CORDATUS WEALTH MANAGEMENT LLC | 282871 | 99.9% | $630.4M | 6 | 2026-03-31 | → |
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