Research Report · 2026-06-30
Registered Investment Advisers Reporting Portfolio Management Services
SEC-registered investment advisers that report providing portfolio management services, ranked by AUM.
Firms
1,000
Total AUM
$87.67T
Median AUM
$11.62B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | CHICAGO CAPITAL, LLC | 291624 | $4.82B | $4.82B | 18 | 2026-01-31 | → |
| 902 | MACQUARIE WEALTH ADVISERS, LLC | 141805 | $4.82B | $4.82B | 69 | 2026-06-30 | → |
| 903 | ALESCO ADVISORS LLC | 108590 | $4.81B | $4.81B | 27 | 2025-03-31 | → |
| 904 | CARDINAL POINT CAPITAL MANAGEMENT, ULC | 140619 | $4.81B | $4.81B | 56 | 2026-04-30 | → |
| 905 | SOWELL FINANCIAL SERVICES, LLC | 127145 | $4.81B | $4.81B | 162 | 2026-06-30 | → |
| 906 | CIDEL ASSET MANAGEMENT INC | 172640 | $4.80B | $4.80B | 73 | 2026-03-31 | → |
| 907 | BROWNSON, REHMUS & FOXWORTH, INC. | 110608 | $4.79B | $4.79B | 26 | 2026-03-31 | → |
| 908 | PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | $4.79B | $4.79B | 22 | 2025-03-31 | → |
| 909 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | $4.78B | $4.78B | 106 | 2026-05-31 | → |
| 910 | FOSTER GROUP, INC. | 107148 | $4.78B | $4.78B | 93 | 2026-03-31 | → |
| 911 | NATIONS FINANCIAL GROUP, INC. | 44181 | $4.77B | $4.77B | 94 | 2026-03-31 | → |
| 912 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | $4.76B | $4.76B | 59 | 2026-06-30 | → |
| 913 | THE ASCENT GROUP, LLC | 314424 | $4.76B | $4.76B | 44 | 2026-03-31 | → |
| 914 | IFG ADVISORY, LLC | 168012 | $4.76B | $4.76B | 187 | 2026-03-31 | → |
| 915 | EAST ROCK CAPITAL, LLC | 157433 | $4.76B | $4.76B | 38 | 2026-03-31 | → |
| 916 | GWN SECURITIES INC. | 128929 | $4.75B | $4.75B | 707 | 2026-04-30 | → |
| 917 | BC ADVISORS, LLC | 142982 | $4.73B | $4.73B | 7 | 2026-03-31 | → |
| 918 | SYMMETRY PARTNERS, LLC. | 120982 | $4.73B | $4.73B | 52 | 2026-02-28 | → |
| 919 | MORETON ASSET MANAGEMENT, LLC | 133417 | $4.71B | $4.71B | 5 | 2026-01-31 | → |
| 920 | KLINGENSTEIN, FIELDS & CO., L.P. | 105907 | $4.70B | $4.70B | 39 | 2026-05-31 | → |
| 921 | MCF ADVISORS, LLC | 130372 | $4.68B | $4.68B | 55 | 2026-05-31 | → |
| 922 | THE CLARIUS GROUP, LLC | 173347 | $4.68B | $4.68B | 35 | 2025-06-30 | → |
| 923 | BRAGG FINANCIAL ADVISORS INC | 108780 | $4.67B | $4.67B | 39 | 2026-03-31 | → |
| 924 | CLEARWATER ADVISORS, LLC | 116865 | $4.65B | $4.65B | 9 | 2026-05-31 | → |
| 925 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | $4.65B | $4.65B | 206 | 2026-06-30 | → |
| 926 | GRAYPOINT LLC | 135950 | $4.65B | $4.65B | 69 | 2025-10-31 | → |
| 927 | JOURNEY STRATEGIC WEALTH LLC | 310648 | $4.64B | $4.64B | 31 | 2026-03-31 | → |
| 928 | CAPITAL ASSET ADVISORY SERVICES, LLC. | 110929 | $4.64B | $4.64B | 136 | 2026-03-31 | → |
| 929 | HERITAGE INVESTORS MANAGEMENT CORP | 110420 | $4.63B | $4.63B | 22 | 2026-03-31 | → |
| 930 | VERDENCE CAPITAL ADVISORS, LLC | 288512 | $4.63B | $4.63B | 52 | 2026-05-31 | → |
| 931 | BOWEN, HANES & CO INC | 105153 | $4.62B | $4.62B | 10 | 2026-02-28 | → |
| 932 | ANCORA ADVISORS LLC | 124674 | $4.61B | $4.61B | 46 | 2026-03-31 | → |
| 933 | QUOTIENT WEALTH PARTNERS, LLC | 326819 | $4.61B | $4.61B | 60 | 2026-04-30 | → |
| 934 | TEMPLETON INVESTMENT COUNSEL, LLC | 111370 | $4.61B | $4.61B | 31 | 2026-06-30 | → |
| 935 | SEVEN BRIDGES ADVISORS LLC | 158722 | $4.61B | $4.61B | 23 | 2026-06-30 | → |
| 936 | BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | $4.60B | $4.60B | 32 | 2026-01-31 | → |
| 937 | BTC CAPITAL MANAGEMENT, INC. | 127158 | $4.60B | $4.60B | 17 | 2026-03-31 | → |
| 938 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | $4.59B | $4.59B | 8 | 2025-09-30 | → |
| 939 | CASTLEARK MANAGEMENT LLC | 109587 | $4.59B | $4.59B | 28 | 2026-04-30 | → |
| 940 | TWIN FOCUS CAPITAL PARTNERS, LLC | 140522 | $4.58B | $4.58B | 37 | 2026-04-30 | → |
| 941 | LINSCOMB WEALTH, INC. | 106779 | $4.57B | $4.57B | 52 | 2026-02-28 | → |
| 942 | WHARTON BUSINESS GROUP, LLC | 133722 | $4.57B | $4.57B | 5 | 2026-03-31 | → |
| 943 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 128990 | $4.57B | $4.57B | 24 | 2026-03-31 | → |
| 944 | BROWN CAPITAL MANAGEMENT, LLC | 105633 | $4.54B | $4.54B | 37 | 2026-03-31 | → |
| 945 | FRANKLIN STREET ADVISORS, INC. | 106275 | $4.53B | $4.53B | 40 | 2026-05-31 | → |
| 946 | JOHNSON FINANCIAL GROUP LLC | 125101 | $4.53B | $4.53B | 62 | 2026-05-31 | → |
| 947 | LNW WEALTH MANAGEMENT, LLC | 113400 | $4.53B | $4.53B | 91 | 2025-10-31 | → |
| 948 | CWA ASSET MANAGEMENT GROUP, LLC | 158940 | $4.51B | $4.51B | 67 | 2026-04-30 | → |
| 949 | SPIRE WEALTH MANAGEMENT, LLC | 113908 | $4.51B | $4.51B | 145 | 2026-06-30 | → |
| 950 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | $4.51B | $4.51B | 34 | 2026-03-31 | → |
| 951 | OSAIC FS, INC. | 3870 | $4.48B | $4.48B | 655 | 2025-01-31 | → |
| 952 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 108033 | $4.48B | $4.48B | 40 | 2026-02-28 | → |
| 953 | CONNECTICUT WEALTH MANAGEMENT, LLC | 154310 | $4.48B | $4.48B | 74 | 2026-05-31 | → |
| 954 | CX INSTITUTIONAL, LLC | 292627 | $4.46B | $4.46B | 130 | 2026-03-31 | → |
| 955 | BIENVILLE CAPITAL MANAGEMENT, LLC | 149320 | $4.45B | $4.45B | 27 | 2026-03-31 | → |
| 956 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $4.44B | $4.44B | 52 | 2026-01-31 | → |
| 957 | APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 226755 | $4.44B | $4.44B | 3 | 2026-03-31 | → |
| 958 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 226547 | $4.44B | $4.44B | 51 | 2026-03-31 | → |
| 959 | ACCREDITED INVESTORS INC | 105439 | $4.41B | $4.41B | 53 | 2026-03-31 | → |
| 960 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | $4.40B | $4.40B | 13 | 2026-04-30 | → |
| 961 | SAND HILL GLOBAL ADVISORS, LLC | 111295 | $4.39B | $4.39B | 33 | 2026-03-31 | → |
| 962 | C2P CAPITAL ADVISORY GROUP, LLC | 156480 | $4.39B | $4.39B | 244 | 2026-03-31 | → |
| 963 | ADERO PARTNERS, LLC | 297808 | $4.38B | $4.38B | 50 | 2025-04-30 | → |
| 964 | SYON CAPITAL LLC | 322776 | $4.38B | $4.38B | 17 | 2026-03-31 | → |
| 965 | ADVISORY ALPHA, LLC | 158282 | $4.37B | $4.37B | 66 | 2026-03-31 | → |
| 966 | GM ADVISORY GROUP, LLC | 147592 | $4.36B | $4.36B | 46 | 2026-03-31 | → |
| 967 | GOOD LIFE ADVISORS, LLC | 171898 | $4.35B | $4.35B | 135 | 2026-03-31 | → |
| 968 | IWP WEALTH MANAGEMENT LLC | 136314 | $4.32B | $4.32B | 33 | 2026-03-31 | → |
| 969 | PCA INVESTMENT ADVISORY SERVICES, INC. | 123475 | $4.31B | $4.31B | 15 | 2026-03-31 | → |
| 970 | PALLAS CAPITAL ADVISORS, LLC | 310327 | $4.31B | $4.31B | 28 | 2026-04-30 | → |
| 971 | 360 ONE ASSET MANAGEMENT LIMITED | 300914 | $4.31B | $4.31B | 130 | 2026-06-30 | → |
| 972 | NEW CENTURY ADVISORS, LLC | 122478 | $4.31B | $4.31B | 18 | 2026-03-31 | → |
| 973 | TRILLIUM ASSET MANAGEMENT, LLC | 110901 | $4.31B | $4.31B | 53 | 2026-03-31 | → |
| 974 | NICOLET ADVISORY SERVICES, LLC | 283940 | $4.29B | $4.29B | 75 | 2026-03-31 | → |
| 975 | SAGE FINANCIAL GROUP INC. | 116574 | $4.29B | $4.29B | 28 | 2026-06-30 | → |
| 976 | AARON WEALTH ADVISORS LLC | 298079 | $4.29B | $4.29B | 16 | 2026-05-31 | → |
| 977 | SAGE MOUNTAIN ADVISORS, LLC | 298593 | $4.29B | $4.29B | 31 | 2026-03-31 | → |
| 978 | TURTLE CREEK MANAGEMENT, LLC | 140212 | $4.28B | $4.28B | 10 | 2026-03-31 | → |
| 979 | EAST CAPITAL FINANCIAL SERVICES AB | 335426 | $4.28B | $4.28B | 30 | 2026-03-31 | → |
| 980 | SIMPLICITY WEALTH LLC | 300572 | $4.27B | $4.27B | 424 | 2026-04-30 | → |
| 981 | MARSICO CAPITAL MANAGEMENT, LLC | 109250 | $4.26B | $4.26B | 26 | 2026-05-31 | → |
| 982 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | $4.26B | $4.26B | 44 | 2026-03-31 | → |
| 983 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 111441 | $4.25B | $4.25B | 23 | 2026-03-31 | → |
| 984 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | 137342 | $4.23B | $4.23B | 35 | 2026-03-31 | → |
| 985 | ZWJ INVESTMENT COUNSEL INC | 110397 | $4.23B | $4.23B | 20 | 2026-03-31 | → |
| 986 | WILLIS INVESTMENT COUNSEL INC | 111042 | $4.23B | $4.23B | 13 | 2026-04-30 | → |
| 987 | B. RILEY WEALTH ADVISORS, INC. | 115927 | $4.21B | $4.21B | 268 | 2026-03-31 | → |
| 988 | SCHARF INVESTMENTS, LLC | 105508 | $4.21B | $4.21B | 23 | 2026-03-31 | → |
| 989 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | $4.21B | $4.21B | 22 | 2026-03-31 | → |
| 990 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 105515 | $4.20B | $4.20B | 52 | 2026-03-31 | → |
| 991 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | $4.20B | $4.20B | 9 | 2026-03-31 | → |
| 992 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | $4.20B | $4.20B | 14 | 2026-05-31 | → |
| 993 | CLEAR INVESTMENT RESEARCH, LLC | 172685 | $4.19B | $4.19B | 5 | 2026-03-31 | → |
| 994 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 298422 | $4.19B | $4.19B | 64 | 2026-06-30 | → |
| 995 | SALEM INVESTMENT COUNSELORS INC | 104855 | $4.19B | $4.19B | 18 | 2026-03-31 | → |
| 996 | CROSSINGBRIDGE ADVISORS, LLC | 286594 | $4.18B | $4.18B | 16 | 2026-06-30 | → |
| 997 | SOUND INCOME STRATEGIES, LLC | 173272 | $4.18B | $4.18B | 134 | 2026-01-31 | → |
| 998 | MARTINGALE ASSET MANAGEMENT LP | 108526 | $4.18B | $4.18B | 25 | 2026-03-31 | → |
| 999 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | $4.17B | $4.17B | 39 | 2026-03-31 | → |
| 1000 | ESSEX FINANCIAL SERVICES, INC. | 127549 | $4.17B | $4.17B | 46 | 2025-12-31 | → |
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