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 | |
|---|---|---|---|---|---|---|---|
| 401 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $16.87B | $16.87B | 191 | 2026-04-30 | → |
| 402 | CARILLON TOWER ADVISERS, INC. | 174904 | $16.86B | $16.86B | 175 | 2026-05-31 | → |
| 403 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | $16.73B | $16.73B | 401 | 2026-05-31 | → |
| 404 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $16.71B | $16.71B | 55 | 2026-03-31 | → |
| 405 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $16.66B | $16.66B | 33 | 2026-03-31 | → |
| 406 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $16.30B | $16.30B | 24 | 2026-06-30 | → |
| 407 | IFP ADVISORS, LLC | 125112 | $16.29B | $16.29B | 328 | 2026-06-30 | → |
| 408 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $16.25B | $16.25B | 38 | 2026-05-31 | → |
| 409 | GREAT LAKES ADVISORS, LLC | 110757 | $16.16B | $16.16B | 84 | 2026-05-31 | → |
| 410 | FARTHER FINANCE ADVISORS, LLC | 302050 | $16.01B | $16.01B | 571 | 2026-03-31 | → |
| 411 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $15.98B | $15.98B | 58 | 2026-04-30 | → |
| 412 | MYCIO WEALTH PARTNERS, LLC | 134436 | $15.78B | $15.78B | 67 | 2026-03-31 | → |
| 413 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | $15.73B | $15.73B | 188 | 2026-06-30 | → |
| 414 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $15.72B | $15.72B | 99 | 2026-03-31 | → |
| 415 | STANHOPE CAPITAL, LLP | 162512 | $15.70B | $15.70B | 64 | 2026-03-31 | → |
| 416 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $15.67B | $15.67B | 72 | 2026-03-31 | → |
| 417 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | $15.66B | $15.66B | 736 | 2026-03-31 | → |
| 418 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | $15.54B | $15.54B | 204 | 2026-04-30 | → |
| 419 | PFS INVESTMENTS INC. | 10111 | $15.54B | $15.54B | 3,992 | 2026-03-31 | → |
| 420 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $15.52B | $15.52B | 97 | 2026-03-31 | → |
| 421 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.48B | $15.48B | 2,180 | 2026-06-30 | → |
| 422 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $15.42B | $15.42B | 19 | 2026-03-31 | → |
| 423 | BALLENTINE PARTNERS, LLC | 152802 | $15.32B | $15.32B | 125 | 2026-05-31 | → |
| 424 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $15.28B | $15.28B | 112 | 2026-03-31 | → |
| 425 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $15.23B | $15.23B | 47 | 2026-03-31 | → |
| 426 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 427 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $15.13B | $15.13B | 205 | 2026-04-30 | → |
| 428 | CV ADVISORS LLC | 164817 | $15.08B | $15.08B | 82 | 2026-04-30 | → |
| 429 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $14.97B | $14.97B | 73 | 2026-06-30 | → |
| 430 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $14.89B | $14.89B | 56 | 2026-03-31 | → |
| 431 | TROY ASSET MANAGEMENT LTD | 319174 | $14.80B | $14.80B | 43 | 2025-06-30 | → |
| 432 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $14.73B | $14.73B | 17 | 2026-03-31 | → |
| 433 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $14.70B | $14.70B | 23 | 2026-04-30 | → |
| 434 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 435 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $14.54B | $14.54B | 120 | 2026-06-30 | → |
| 436 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $14.43B | $14.43B | 158 | 2026-03-31 | → |
| 437 | PINE RIDGE ADVISERS LLC | 296362 | $14.42B | $14.42B | 14 | 2026-03-31 | → |
| 438 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $14.28B | $14.28B | 81 | 2026-03-31 | → |
| 439 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $14.20B | $14.20B | 79 | 2026-03-31 | → |
| 440 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $14.15B | $14.15B | 105 | 2026-03-31 | → |
| 441 | APTUS CAPITAL ADVISORS, LLC | 167626 | $14.14B | $14.14B | 40 | 2026-03-31 | → |
| 442 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $14.09B | $14.09B | 39 | 2026-05-31 | → |
| 443 | PRIME BUCHHOLZ LLC | 106455 | $14.07B | $14.07B | 127 | 2026-03-31 | → |
| 444 | CIRCLE WEALTH MANAGEMENT, LLC | 142878 | $14.07B | $14.07B | 23 | 2026-04-30 | → |
| 445 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $13.93B | $13.93B | 207 | 2026-03-31 | → |
| 446 | MISSION WEALTH MANAGEMENT, LP | 113057 | $13.91B | $13.91B | 184 | 2026-04-30 | → |
| 447 | ADVISOR PARTNERS II, LLC | 321633 | $13.91B | $13.91B | 26 | 2026-03-31 | → |
| 448 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $13.84B | $13.84B | 92 | 2026-03-31 | → |
| 449 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $13.78B | $13.78B | 86 | 2026-05-31 | → |
| 450 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $13.76B | $13.76B | 26 | 2026-03-31 | → |
| 451 | SAPIENT CAPITAL LLC | 324899 | $13.76B | $13.76B | 59 | 2026-03-31 | → |
| 452 | TRUSTON ASSET MANAGEMENT CO., LTD. | 161610 | $13.75B | $13.75B | 103 | 2026-02-28 | → |
| 453 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.75B | $13.75B | 797 | 2026-03-31 | → |
| 454 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $13.72B | $13.72B | 10 | 2026-03-31 | → |
| 455 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $13.70B | $13.70B | 100 | 2026-03-31 | → |
| 456 | FIRST HORIZON ADVISORS, INC | 17117 | $13.62B | $13.62B | 239 | 2025-07-31 | → |
| 457 | ALPHA ARCHITECT, LLC | 153905 | $13.50B | $13.50B | 12 | 2026-06-30 | → |
| 458 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.45B | $13.45B | 211 | 2026-06-30 | → |
| 459 | THE MATHER GROUP, LLC | 156005 | $13.45B | $13.45B | 186 | 2026-04-30 | → |
| 460 | ACORNS ADVISERS, LLC | 165926 | $13.39B | $13.39B | 302 | 2026-03-31 | → |
| 461 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $13.35B | $13.35B | 46 | 2026-03-31 | → |
| 462 | G10 CAPITAL LIMITED | 269881 | $13.14B | $13.14B | 80 | 2026-03-31 | → |
| 463 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $12.97B | $12.97B | 31 | 2026-05-31 | → |
| 464 | SAROFIM TRUST CO., LTA | 106590 | $12.96B | $12.96B | 26 | 2026-05-31 | → |
| 465 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $12.96B | $12.96B | 178 | 2026-04-30 | → |
| 466 | STATE FARM INVESTMENT MANAGEMENT CORP. | 3487 | $12.94B | $12.94B | 7,930 | 2026-04-30 | → |
| 467 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $12.93B | $12.93B | 68 | 2026-03-31 | → |
| 468 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | $12.93B | $12.93B | 624 | 2026-03-31 | → |
| 469 | CITIZENS SECURITIES, INC. | 39550 | $12.87B | $12.87B | 471 | 2026-04-30 | → |
| 470 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | 107153 | $12.84B | $12.84B | 109 | 2026-06-30 | → |
| 471 | ARIEL INVESTMENTS, LLC | 108211 | $12.78B | $12.78B | 109 | 2026-04-30 | → |
| 472 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 20804 | $12.77B | $12.77B | 620 | 2026-06-30 | → |
| 473 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $12.76B | $12.76B | 93 | 2026-03-31 | → |
| 474 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | $12.75B | $12.75B | 405 | 2026-03-31 | → |
| 475 | APPLETON PARTNERS, INC. | 110049 | $12.55B | $12.55B | 59 | 2026-03-31 | → |
| 476 | THE CAPROCK GROUP, LLC | 124272 | $12.48B | $12.48B | 67 | 2026-03-31 | → |
| 477 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $12.47B | $12.47B | 52 | 2026-04-30 | → |
| 478 | WESTWOOD MANAGEMENT CORP | 110269 | $12.46B | $12.46B | 95 | 2026-03-31 | → |
| 479 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $12.44B | $12.44B | 333 | 2025-09-30 | → |
| 480 | NEUBERGER BERMAN CANADA ULC | 284803 | $12.39B | $12.39B | 27 | 2026-04-30 | → |
| 481 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $12.27B | $12.27B | 48 | 2025-12-31 | → |
| 482 | MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AG | 290998 | $12.27B | $12.27B | 35 | 2025-06-30 | → |
| 483 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $12.24B | $12.24B | 53 | 2026-03-31 | → |
| 484 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $12.20B | $12.20B | 103 | 2026-03-31 | → |
| 485 | NORTHROCK PARTNERS, LLC | 167908 | $12.19B | $12.19B | 233 | 2026-03-31 | → |
| 486 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | 107341 | $12.18B | $12.18B | 169 | 2026-03-31 | → |
| 487 | MAIRS AND POWER INC | 110351 | $12.14B | $12.14B | 60 | 2026-04-30 | → |
| 488 | GILDER GAGNON HOWE & CO. LLC | 2002 | $12.12B | $12.12B | 84 | 2026-03-31 | → |
| 489 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $12.04B | $12.04B | 121 | 2026-03-31 | → |
| 490 | GUSTO INVESTMENT SERVICES, LLC | 281515 | $12.01B | $12.01B | 3 | 2026-05-31 | → |
| 491 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $11.94B | $11.94B | 105 | 2026-03-31 | → |
| 492 | SENTINEL PENSION ADVISORS, LLC | 109901 | $11.94B | $11.94B | 53 | 2026-05-31 | → |
| 493 | HUB INVESTMENT PARTNERS, LLC | 307956 | $11.88B | $11.88B | 172 | 2026-06-30 | → |
| 494 | STONEBRIDGE ADVISORS LLC | 134017 | $11.83B | $11.83B | 15 | 2026-03-31 | → |
| 495 | AKRE CAPITAL MANAGEMENT, LLC | 109242 | $11.82B | $11.82B | 12 | 2026-06-30 | → |
| 496 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $11.71B | $11.71B | 19 | 2026-03-31 | → |
| 497 | GAMCO ASSET MANAGEMENT INC. | 104950 | $11.69B | $11.69B | 120 | 2026-03-31 | → |
| 498 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $11.67B | $11.67B | 149 | 2026-03-31 | → |
| 499 | GREENHAVEN ASSOCIATES INC | 104729 | $11.66B | $11.66B | 7 | 2026-02-28 | → |
| 500 | CSM ADVISORS, LLC | 306128 | $11.65B | $11.65B | 44 | 2026-05-31 | → |
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