Research Report · 2026-06-30
Most Institutional-Focused Registered Investment Advisers
SEC-registered investment advisers ranked by the share of reported client-type assets tied to institutional clients.
Firms
1,000
Total AUM
$14.47T
Median AUM
$1.21B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Share↕ | Segment Assets↕ | AUM↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | TRINITY INVESTMENT ADVISORS, LLC | 141039 | 100% | $388.2M | $388.2M | 2026-03-31 | → |
| 202 | ORSO PARTNERS, LP | 304196 | 100% | $387.5M | $387.5M | 2026-03-31 | → |
| 203 | CHATHAM INVESTMENT ADVISORS, LLC | 158802 | 100% | $383.5M | $383.5M | 2025-03-31 | → |
| 204 | MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED | 125142 | 100% | $377.8M | $377.8M | 2026-04-30 | → |
| 205 | AVIVAR CAPITAL, LLC | 215516 | 100% | $362.1M | $362.1M | 2026-03-31 | → |
| 206 | DYNAMIC MARKET ADVANTAGE, LLC | 323540 | 100% | $361.9M | $361.9M | 2026-02-28 | → |
| 207 | LION CAPITAL (AMERICAS) INC. | 160574 | 100% | $361.6M | $361.6M | 2025-05-31 | → |
| 208 | OUTCOME DRIVEN STRATEGIES, LLC | 311398 | 100% | $360.4M | $360.4M | 2026-03-31 | → |
| 209 | ELITE CAPITAL MANAGEMENT GROUP, LLC | 144228 | 100% | $350.9M | $350.9M | 2026-02-28 | → |
| 210 | PROTOCOL VC LLC | 332272 | 100% | $350.4M | $350.4M | 2026-03-31 | → |
| 211 | L. C. BHANDARI & CO. | 158831 | 100% | $344.3M | $344.3M | 2026-04-30 | → |
| 212 | RPS RETIREMENT PLAN ADVISORS | 319220 | 100% | $336.3M | $336.3M | 2026-04-30 | → |
| 213 | HIGHBURY PACIFIC CAPITAL CORP. | 157778 | 100% | $333.3M | $333.3M | 2026-01-31 | → |
| 214 | MTC WEALTH MANAGEMENT LLC | 305308 | 100% | $329.0M | $329.0M | 2026-03-31 | → |
| 215 | CONVERSE TEAM FINANCIAL SERVICES, LLC | 335322 | 100% | $325.0M | $325.0M | 2026-06-30 | → |
| 216 | SMITH W B & CO INC | 105917 | 100% | $323.6M | $323.6M | 2026-03-31 | → |
| 217 | REMEDIUM CAPITAL PARTNERS, LLC | 340302 | 100% | $319.0M | $319.0M | 2026-05-31 | → |
| 218 | NAVIGATE 401K, LLC | 309466 | 100% | $317.9M | $317.9M | 2026-04-30 | → |
| 219 | OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC | 297976 | 100% | $305.0M | $305.0M | 2026-02-28 | → |
| 220 | YON DRAKE & ASSOCIATES INC | 111491 | 100% | $304.7M | $304.7M | 2026-03-31 | → |
| 221 | NORTHERN CAPITAL RETIREMENT SERVICES, INC. | 163327 | 100% | $304.2M | $304.2M | 2026-03-31 | → |
| 222 | CIC, LLC | 311969 | 100% | $299.8M | $299.8M | 2026-04-30 | → |
| 223 | GENESIA INVESTMENTS LLC | 329661 | 100% | $299.1M | $299.1M | 2026-02-28 | → |
| 224 | UNION HERITAGE CAPITAL | 309768 | 100% | $295.2M | $295.2M | 2026-03-31 | → |
| 225 | HATCH COVE CAPITAL, LLC | 324472 | 100% | $291.5M | $291.5M | 2026-03-31 | → |
| 226 | LEHRER KENNETH EUGENE DR | 105835 | 100% | $286.3M | $286.3M | 2026-02-28 | → |
| 227 | DEMIAN CAPITAL | 288137 | 100% | $284.3M | $284.3M | 2026-03-31 | → |
| 228 | DELTA CAPITAL MANAGEMENT, LLC | 128350 | 100% | $277.4M | $277.4M | 2026-03-31 | → |
| 229 | PLANGUIDE FINANCIAL LLC | 329089 | 100% | $277.3M | $277.3M | 2026-06-30 | → |
| 230 | ADVANCED RETIREMENT SOLUTIONS, LLC | 288022 | 100% | $271.9M | $271.9M | 2026-03-31 | → |
| 231 | BAYPOINTE PARTNERS, LLC | 331273 | 100% | $270.5M | $270.5M | 2026-03-31 | → |
| 232 | RETIREMENT PLANOLOGY, INC. | 171302 | 100% | $265.9M | $265.9M | 2026-03-31 | → |
| 233 | IH2 ADVISORS & COMPANY | 325788 | 100% | $265.3M | $265.3M | 2026-04-30 | → |
| 234 | HUDSON CANYON CAPITAL MANAGEMENT, LLC | 286437 | 100% | $263.9M | $263.9M | 2026-03-31 | → |
| 235 | MILLBANK DARTMOOR PORTSMOUTH LLC | 311046 | 100% | $263.2M | $263.2M | 2026-03-31 | → |
| 236 | CGI PLAN ADVISORS, INC. | 311275 | 100% | $261.0M | $261.0M | 2026-03-31 | → |
| 237 | RIVERWEST INVESTMENT MANAGEMENT, LLC | 339697 | 100% | $254.1M | $254.1M | 2026-05-31 | → |
| 238 | TREASURE INVESTMENT MANAGEMENT, LLC | 309258 | 100% | $252.7M | $252.7M | 2026-06-30 | → |
| 239 | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | 104684 | 100% | $249.1M | $249.1M | 2026-03-31 | → |
| 240 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC | 323718 | 100% | $242.8M | $242.8M | 2025-09-30 | → |
| 241 | CAPSTONE ASSET MANAGEMENT, LLC | 155846 | 100% | $241.3M | $241.3M | 2025-01-31 | → |
| 242 | GREYBULL PARTNERS LLC | 128390 | 100% | $241.0M | $241.0M | 2026-06-30 | → |
| 243 | WINDMARK INVESTMENT PARTNERS, INC. | 131880 | 100% | $233.3M | $233.3M | 2026-03-31 | → |
| 244 | FORSYTH STREET ASSET MANAGEMENT LLC | 310545 | 100% | $228.9M | $228.9M | 2026-03-31 | → |
| 245 | LIONSTONE PARTNERS, LLC | 160214 | 100% | $224.4M | $224.4M | 2026-03-31 | → |
| 246 | MFG FAMILY OFFICE LLC | 324211 | 100% | $221.8M | $221.8M | 2026-03-31 | → |
| 247 | EKON ADVISORS, LLC | 281039 | 100% | $219.8M | $219.8M | 2026-03-31 | → |
| 248 | 724 ASSET MANAGEMENT, LLC | 318169 | 100% | $213.4M | $213.4M | 2026-03-31 | → |
| 249 | HARMONT FIXED INCOME, LLC | 321151 | 100% | $202.8M | $202.8M | 2026-03-31 | → |
| 250 | AI ALPHA LLC | 334908 | 100% | $200.0M | $200.0M | 2026-04-30 | → |
| 251 | FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC | 168390 | 100% | $194.9M | $194.9M | 2026-03-31 | → |
| 252 | PARADIGM INSTITUTIONAL INVESTORS LLC | 329115 | 100% | $189.5M | $189.5M | 2025-05-31 | → |
| 253 | METIER CAPITAL, LLC | 329009 | 100% | $188.3M | $188.3M | 2026-03-31 | → |
| 254 | 1128 CAPITAL, LLC | 318637 | 100% | $188.2M | $188.2M | 2025-12-31 | → |
| 255 | SMITH ASSET MANAGEMENT GROUP LP | 106301 | 100% | $182.2M | $182.2M | 2026-03-31 | → |
| 256 | PSP RESEARCH LLC | 333271 | 100% | $178.6M | $178.6M | 2026-02-28 | → |
| 257 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | 336317 | 100% | $176.4M | $176.4M | 2026-06-30 | → |
| 258 | CORBETT ROAD CAPITAL MANAGEMENT, LLC | 305063 | 100% | $176.3M | $176.3M | 2026-06-30 | → |
| 259 | PRESTIGE WEALTH SERVICES GROUP, INC. | 166641 | 100% | $175.2M | $175.2M | 2026-03-31 | → |
| 260 | ASCO FINANCIAL GROUP, INC. | 124395 | 100% | $173.2M | $173.2M | 2026-03-31 | → |
| 261 | FOCUS 401 (K) GROUP, LLC | 172217 | 100% | $169.9M | $169.9M | 2026-01-31 | → |
| 262 | CAPITAL GAINS INC | 111717 | 100% | $166.6M | $166.6M | 2026-01-31 | → |
| 263 | REDSWAN PC, INC | 307278 | 100% | $165.3M | $165.3M | 2026-03-31 | → |
| 264 | HAVE RIA, INC. | 327137 | 100% | $160.8M | $160.8M | 2026-03-31 | → |
| 265 | OAKLAWN CAPITAL MANAGEMENT LLC | 339373 | 100% | $153.0M | $153.0M | 2026-02-28 | → |
| 266 | STONERIDGE INVESTMENT PARTNERS LLC | 109261 | 100% | $152.3M | $152.3M | 2026-04-30 | → |
| 267 | A SMARTER WAY TO INVEST, INC. | 166170 | 100% | $150.0M | $150.0M | 2026-03-31 | → |
| 268 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | 318867 | 100% | $149.2M | $149.2M | 2026-03-31 | → |
| 269 | FMB RETIREMENT SERVICES | 164571 | 100% | $146.2M | $146.2M | 2026-03-31 | → |
| 270 | WYNWOOD CAPITAL, LLC | 284493 | 100% | $138.7M | $138.7M | 2026-03-31 | → |
| 271 | MARIANA INVESTMENT PARTNERS LLP | 322631 | 100% | $137.1M | $137.1M | 2025-03-31 | → |
| 272 | MORNINGSIDE ASSET MANAGEMENT LLC | 268789 | 100% | $135.6M | $135.6M | 2026-05-31 | → |
| 273 | ATLANTIC UNION MUNICIPAL ADVISORS, INC | 329425 | 100% | $134.3M | $134.3M | 2026-05-31 | → |
| 274 | INVESTMENT OFFICE RESOURCES, LLC | 311647 | 100% | $126.5M | $126.5M | 2026-02-28 | → |
| 275 | LESTE USA, LLC | 301289 | 100% | $126.3M | $126.3M | 2026-06-30 | → |
| 276 | EAST BEACH ASSET MANAGEMENT, LLC | 310563 | 100% | $125.0M | $125.0M | 2026-04-30 | → |
| 277 | INSTITUTIONAL INVESTMENT CONSULTING | 168705 | 100% | $125.0M | $125.0M | 2026-02-28 | → |
| 278 | EVERY SECURITIES LLC | 333167 | 100% | $122.7M | $122.7M | 2026-03-31 | → |
| 279 | ALPHABOND LLC | 336339 | 100% | $122.6M | $122.6M | 2026-03-31 | → |
| 280 | GLASGOW PARTNERS, LLC | 139607 | 100% | $120.0M | $120.0M | 2026-03-31 | → |
| 281 | DCA FAMILY OFFICE, LLC | 322047 | 100% | $119.9M | $119.9M | 2026-03-31 | → |
| 282 | VALEO VENTURES MANAGEMENT, LLC | 334181 | 100% | $119.3M | $119.3M | 2026-03-31 | → |
| 283 | RISK PARADIGM GROUP, LLC | 155870 | 100% | $115.6M | $115.6M | 2026-03-31 | → |
| 284 | BYW INVESTMENT ADVISORS, INC | 168297 | 100% | $113.2M | $113.2M | 2025-01-31 | → |
| 285 | INFINITE GIVING ADVISORY SERVICES, INC. | 315935 | 100% | $112.8M | $112.8M | 2026-05-31 | → |
| 286 | SCOTIA PARTNERS, LLC | 140568 | 100% | $110.7M | $110.7M | 2026-06-30 | → |
| 287 | SOLARIA MANAGEMENT LP | 325252 | 100% | $108.5M | $108.5M | 2025-02-28 | → |
| 288 | APPLIED QUANTITATIVE INVESTMENTS LLC | 339159 | 100% | $107.9M | $107.9M | 2026-06-30 | → |
| 289 | VALHUM ASSET MANAGEMENT, LLC | 323895 | 100% | $100.0M | $100.0M | 2026-02-28 | → |
| 290 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | 100% | $6.85B | $6.85B | 2026-03-31 | → |
| 291 | CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | 164517 | 100% | $353.3M | $353.3M | 2026-04-30 | → |
| 292 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | 100% | $3.44B | $3.44B | 2026-03-31 | → |
| 293 | FIDUCIARY SERVICES LLC | 314777 | 100% | $1.26B | $1.26B | 2025-03-31 | → |
| 294 | GAMMA INVESTING LLC | 312573 | 100% | $2.28B | $2.28B | 2026-03-31 | → |
| 295 | PINVEST LLC | 331586 | 100% | $377.5M | $377.5M | 2026-06-30 | → |
| 296 | SEVENONESEVEN CAPITAL MANAGEMENT, LTD | 305092 | 100% | $922.6M | $922.7M | 2026-03-31 | → |
| 297 | ALLOCATOR SOLUTIONS, LLC | 337300 | 100% | $513.4M | $513.5M | 2026-03-31 | → |
| 298 | LEE OVERLAY PARTNERS LTD | 110822 | 100% | $21.25B | $21.26B | 2025-09-30 | → |
| 299 | MAINSTREET INVESTMENT ADVISORS LLC | 146615 | 99.9% | $5.85B | $5.86B | 2026-03-31 | → |
| 300 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | 99.9% | $35.07B | $35.09B | 2026-03-31 | → |
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