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 | |
|---|---|---|---|---|---|---|---|
| 601 | LAZARD ASSET MANAGEMENT LLC | 122836 | 2.1% | $120.52B | 532 | 2026-03-31 | → |
| 602 | WORLD INVESTMENTS, INC. | 20626 | 2.1% | $1.73B | 217 | 2025-10-31 | → |
| 603 | MARK J SNYDER FINANCIAL SERVICES INC | 106425 | 2.1% | $382.0M | 10 | 2026-04-30 | → |
| 604 | HUMAN INVESTING, LLC | 133017 | 2.1% | $2.22B | 28 | 2026-03-31 | → |
| 605 | CENTERPOINT ADVISORY GROUP, LLC | 324181 | 2% | $276.3M | 7 | 2026-03-31 | → |
| 606 | GODSEY & GIBB INC | 105650 | 1.9% | $1.56B | 23 | 2026-05-31 | → |
| 607 | ROYCE & ASSOCIATES, LP | 107689 | 1.9% | $12.41B | 89 | 2026-02-28 | → |
| 608 | WILSHIRE ADVISORS LLC | 6210 | 1.9% | $149.10B | 307 | 2026-06-30 | → |
| 609 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | 151223 | 1.9% | $2.23B | 0 | 2025-12-31 | → |
| 610 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | 1.8% | $11.59B | 28 | 2026-04-30 | → |
| 611 | FOX FINANCIAL, INC. | 319679 | 1.8% | $271.8M | 6 | 2026-06-30 | → |
| 612 | ALTA WEALTH ADVISORS LLC | 293675 | 1.8% | $664.6M | 15 | 2026-06-30 | → |
| 613 | PATIENT CAPITAL MANAGEMENT, LLC | 307336 | 1.8% | $2.50B | 10 | 2026-03-31 | → |
| 614 | GENESIS PRIVATE WEALTH, LLC | 315692 | 1.8% | $482.4M | 6 | 2026-03-31 | → |
| 615 | CALDWELL ADVISORS, LLC | 144408 | 1.8% | $351.4M | 8 | 2026-04-30 | → |
| 616 | TLWM, LLC | 158305 | 1.7% | $605.4M | 11 | 2026-03-31 | → |
| 617 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | 1.7% | $7.86B | 22 | 2026-03-31 | → |
| 618 | FIDUCIARY MANAGEMENT, INC. | 109149 | 1.7% | $11.36B | 25 | 2026-06-30 | → |
| 619 | INTRUA FINANCIAL LLC | 281554 | 1.7% | $1.75B | 53 | 2026-05-31 | → |
| 620 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | 1.6% | $120.70B | 364 | 2026-03-31 | → |
| 621 | ROCK POINT ADVISORS, LLC | 130825 | 1.6% | $655.7M | 9 | 2026-03-31 | → |
| 622 | LYRICAL ASSET MANAGEMENT LP | 148267 | 1.6% | $7.37B | 30 | 2026-03-31 | → |
| 623 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | 1.5% | $4.21B | 22 | 2026-03-31 | → |
| 624 | JENNISON ASSOCIATES LLC | 107959 | 1.5% | $214.84B | 360 | 2026-03-31 | → |
| 625 | VISIONARY WEALTH ADVISORS, LLC | 169610 | 1.5% | $3.54B | 74 | 2026-03-31 | → |
| 626 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | 1.5% | $17.66B | 32 | 2026-03-31 | → |
| 627 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | 1.5% | $93.47B | 157 | 2026-06-30 | → |
| 628 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | 1.4% | $3.03B | 19 | 2026-03-31 | → |
| 629 | LSV ASSET MANAGEMENT | 109918 | 1.4% | $104.25B | 45 | 2026-03-31 | → |
| 630 | WEALTHTRUST ASSET MANAGEMENT, LLC | 174901 | 1.4% | $217.4M | 7 | 2026-03-31 | → |
| 631 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | 1.4% | $398.65B | 1,542 | 2026-03-31 | → |
| 632 | DT INVESTMENT PARTNERS, LLC | 157646 | 1.4% | $1.91B | 8 | 2026-03-31 | → |
| 633 | CAPITAL FUND MANAGEMENT S.A. | 125780 | 1.4% | $13.38B | 348 | 2026-03-31 | → |
| 634 | CRAMER ROSENTHAL MCGLYNN LLC | 107911 | 1.4% | $2.27B | 24 | 2026-04-30 | → |
| 635 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | 1.4% | $6.20B | 41 | 2026-03-31 | → |
| 636 | NEW CENTURY ADVISORS, LLC | 122478 | 1.3% | $4.31B | 18 | 2026-03-31 | → |
| 637 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | 1.2% | $228.04B | 267 | 2026-03-31 | → |
| 638 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 105081 | 1.2% | $1.94B | 16 | 2026-03-31 | → |
| 639 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | 1.2% | $9.14B | 54 | 2026-03-31 | → |
| 640 | WEATHERBIE CAPITAL, LLC | 105991 | 1.2% | $1.34B | 7 | 2026-06-30 | → |
| 641 | ALERE PLANNING LLC | 286121 | 1.2% | $208.0M | 3 | 2026-02-28 | → |
| 642 | ARISTOTLE CAPITAL BOSTON, LLC | 173198 | 1.1% | $1.83B | 9 | 2026-03-31 | → |
| 643 | CALVERT RESEARCH AND MANAGEMENT | 285127 | 1.1% | $40.26B | 64 | 2026-03-31 | → |
| 644 | RIVERWATER PARTNERS LLC | 283540 | 1.1% | $660.9M | 11 | 2026-06-30 | → |
| 645 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | 1.1% | $144.04B | 778 | 2026-06-30 | → |
| 646 | HUDSON EDGE INVESTMENT PARTNERS, INC. | 104870 | 1.1% | $2.95B | 16 | 2026-04-30 | → |
| 647 | STRATEGAS ASSET MANAGEMENT, LLC | 172000 | 1% | $458.4M | 26 | 2026-06-30 | → |
| 648 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | 174433 | 1% | $2.20B | 149 | 2026-03-31 | → |
| 649 | BECKER CAPITAL MANAGEMENT INC | 110489 | 1% | $5.73B | 42 | 2026-03-31 | → |
| 650 | ROUNDANGLE ADVISORS LLC | 282178 | 1% | $215.5M | 3 | 2026-03-31 | → |
| 651 | WISCONSIN CAPITAL MANAGEMENT, LLC | 110394 | 0.9% | $256.6M | 5 | 2025-08-31 | → |
| 652 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | 0.9% | $2.58B | 19 | 2026-03-31 | → |
| 653 | MIDWEST PROFESSIONAL PLANNERS, LTD. | 112995 | 0.9% | $649.3M | 29 | 2026-05-31 | → |
| 654 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | 0.9% | $4.97B | 45 | 2026-06-30 | → |
| 655 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | 0.9% | $16.66B | 33 | 2026-03-31 | → |
| 656 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | 0.9% | $427.71B | 1,394 | 2026-05-31 | → |
| 657 | CROSS FINANCIAL ADVISORS, LLC | 287686 | 0.9% | $481.8M | 12 | 2026-03-31 | → |
| 658 | MPI WEALTH MANAGEMENT LLC | 301011 | 0.9% | $233.6M | 4 | 2026-05-31 | → |
| 659 | FIRST TRUST ADVISORS LP | 107027 | 0.9% | $309.24B | 542 | 2026-04-30 | → |
| 660 | KFG WEALTH MANAGEMENT, LLC | 128606 | 0.9% | $1.15B | 113 | 2026-03-31 | → |
| 661 | HORIZON INVESTMENT SERVICES, LLC. | 110642 | 0.9% | $363.8M | 14 | 2026-05-31 | → |
| 662 | CAPITAL INNOVATIONS, LLC | 145329 | 0.8% | $806.7M | 4 | 2026-03-31 | → |
| 663 | NEWSOUTH CAPITAL MANAGEMENT INC | 110676 | 0.8% | $2.23B | 11 | 2026-06-30 | → |
| 664 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | 0.8% | $31.50B | 110 | 2026-06-30 | → |
| 665 | EATON VANCE MANAGEMENT | 104859 | 0.8% | $97.02B | 219 | 2026-05-31 | → |
| 666 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | 0.8% | $4.02B | 81 | 2026-01-31 | → |
| 667 | CALAMOS ADVISORS LLC | 105758 | 0.8% | $43.89B | 300 | 2026-04-30 | → |
| 668 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 0.8% | $3.67T | 1,968 | 2026-05-31 | → |
| 669 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | 0.8% | $9.38B | 209 | 2026-03-31 | → |
| 670 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 0.8% | $274.95B | 859 | 2026-03-31 | → |
| 671 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | 0.8% | $54.45B | 219 | 2026-03-31 | → |
| 672 | HARRIS ASSOCIATES LP | 106960 | 0.8% | $109.48B | 221 | 2026-03-31 | → |
| 673 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | 0.8% | $305.98B | 220 | 2026-03-31 | → |
| 674 | COHO PARTNERS, LTD. | 111335 | 0.7% | $2.20B | 18 | 2025-03-31 | → |
| 675 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 106288 | 0.7% | $252.3M | 6 | 2026-03-31 | → |
| 676 | CASTLEARK MANAGEMENT LLC | 109587 | 0.7% | $4.59B | 28 | 2026-04-30 | → |
| 677 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 110506 | 0.7% | $2.51B | 21 | 2026-04-30 | → |
| 678 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | 0.7% | $4.25B | 20 | 2026-03-31 | → |
| 679 | OXBOW ADVISORS, LLC | 156393 | 0.7% | $2.46B | 13 | 2026-06-30 | → |
| 680 | BARON CAPITAL MANAGEMENT, INC. | 110791 | 0.7% | $10.79B | 221 | 2026-05-31 | → |
| 681 | JARISLOWSKY, FRASER LIMITED | 107390 | 0.7% | $38.23B | 225 | 2025-05-31 | → |
| 682 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | 0.7% | $3.75T | 1,417 | 2026-05-31 | → |
| 683 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | 0.7% | $22.98B | 164 | 2026-05-31 | → |
| 684 | MONORAIL SECURITIES LLC | 285309 | 0.7% | $388.7M | 7 | 2026-03-31 | → |
| 685 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | 0.6% | $502.40B | 914 | 2026-05-31 | → |
| 686 | NUANCE INVESTMENTS, LLC | 148534 | 0.6% | $984.3M | 11 | 2026-01-31 | → |
| 687 | COURIER CAPITAL, LLC | 282485 | 0.6% | $3.59B | 26 | 2026-03-31 | → |
| 688 | NOVEM GROUP | 158964 | 0.6% | $1.72B | 52 | 2026-02-28 | → |
| 689 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | 0.6% | $62.24B | 103 | 2026-03-31 | → |
| 690 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | 0.6% | $24.79B | 422 | 2026-03-31 | → |
| 691 | INNEALTA CAPITAL, LLC | 292158 | 0.6% | $222.4M | 4 | 2026-04-30 | → |
| 692 | LEE DANNER & BASS INC | 111002 | 0.6% | $1.98B | 11 | 2026-06-30 | → |
| 693 | HORIZON INVESTMENTS LLC | 109552 | 0.6% | $8.47B | 76 | 2026-03-31 | → |
| 694 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | 0.6% | $25.84B | 165 | 2025-12-31 | → |
| 695 | STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. | 115340 | 0.6% | $73.2M | 4 | 2025-12-31 | → |
| 696 | EJF CAPITAL LP | 138854 | 0.5% | $6.10B | 44 | 2026-04-30 | → |
| 697 | SYMMETRY PARTNERS, LLC. | 120982 | 0.5% | $4.73B | 52 | 2026-02-28 | → |
| 698 | COOKSON PEIRCE & CO INC | 110729 | 0.5% | $2.56B | 29 | 2026-05-31 | → |
| 699 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | 0.5% | $85.67B | 367 | 2026-04-30 | → |
| 700 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 0.5% | $5.69T | 1,427 | 2026-03-31 | → |
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