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 | |
|---|---|---|---|---|---|---|---|
| 601 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | $8.96B | $8.96B | 285 | 2026-06-30 | → |
| 602 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $8.93B | $8.93B | 34 | 2026-04-30 | → |
| 603 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | $8.88B | $8.88B | 72 | 2026-03-31 | → |
| 604 | KEY INVESTMENT SERVICES LLC | 136300 | $8.88B | $8.88B | 1,325 | 2026-06-30 | → |
| 605 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | $8.87B | $8.87B | 154 | 2026-04-30 | → |
| 606 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $8.82B | $8.82B | 58 | 2026-03-31 | → |
| 607 | ARKADIOS WEALTH ADVISORS LLC | 288863 | $8.79B | $8.79B | 188 | 2026-06-30 | → |
| 608 | CAPITAL ANALYSTS, LLC | 162200 | $8.77B | $8.77B | 679 | 2026-04-30 | → |
| 609 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 112500 | $8.77B | $8.77B | 27 | 2026-03-31 | → |
| 610 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | $8.76B | $8.76B | 118 | 2026-04-30 | → |
| 611 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $8.76B | $8.76B | 141 | 2026-03-31 | → |
| 612 | TIAA KASPICK, LLC | 104554 | $8.74B | $8.74B | 115 | 2026-06-30 | → |
| 613 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $8.71B | $8.71B | 24 | 2026-03-31 | → |
| 614 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | $8.69B | $8.69B | 143 | 2026-06-30 | → |
| 615 | MARCUARD FAMILY OFFICE LTD | 155003 | $8.66B | $8.66B | 36 | 2026-04-30 | → |
| 616 | SATURNA CAPITAL CORPORATION | 25586 | $8.62B | $8.62B | 83 | 2026-02-28 | → |
| 617 | TD PRIVATE CLIENT WEALTH LLC | 164484 | $8.57B | $8.57B | 671 | 2026-06-30 | → |
| 618 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | $8.55B | $8.55B | 22 | 2026-03-31 | → |
| 619 | MUTUAL ADVISORS, LLC | 167658 | $8.55B | $8.55B | 208 | 2026-06-30 | → |
| 620 | VISE AI ADVISORS, LLC | 301761 | $8.53B | $8.53B | 44 | 2026-06-30 | → |
| 621 | ONE CAPITAL MANAGEMENT, LLC | 114861 | $8.53B | $8.53B | 103 | 2026-06-30 | → |
| 622 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $8.52B | $8.52B | 11 | 2026-05-31 | → |
| 623 | SAGESPRING WEALTH PARTNERS | 283515 | $8.49B | $8.49B | 195 | 2026-05-31 | → |
| 624 | HORIZON INVESTMENTS LLC | 109552 | $8.47B | $8.47B | 76 | 2026-03-31 | → |
| 625 | BNY MELLON SECURITIES CORPORATION | 231 | $8.45B | $8.45B | 253 | 2026-06-30 | → |
| 626 | SYNOVUS SECURITIES, INC. | 14023 | $8.45B | $8.45B | 280 | 2026-01-31 | → |
| 627 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | $8.44B | $8.44B | 37 | 2026-03-31 | → |
| 628 | EMPIRICAL FINANCIAL SERVICES, LLC | 152622 | $8.43B | $8.43B | 94 | 2026-06-30 | → |
| 629 | AUREUS ASSET MANAGEMENT, LLC | 136674 | $8.40B | $8.40B | 14 | 2026-03-31 | → |
| 630 | BATTERY GLOBAL ADVISORS, LLC | 158508 | $8.37B | $8.37B | 38 | 2026-06-30 | → |
| 631 | ZHANG FINANCIAL LLC | 159257 | $8.37B | $8.37B | 50 | 2026-03-31 | → |
| 632 | SKYVIEW INVESTMENT ADVISORS, LLC | 286353 | $8.32B | $8.32B | 21 | 2026-03-31 | → |
| 633 | ELEVATION POINT WEALTH PARTNERS, LLC | 137068 | $8.29B | $8.29B | 91 | 2026-06-30 | → |
| 634 | WEALTHCARE ADVISORY PARTNERS LLC | 171976 | $8.29B | $8.29B | 243 | 2026-06-30 | → |
| 635 | BOLTON SECURITIES CORP | 129376 | $8.28B | $8.28B | 158 | 2026-03-31 | → |
| 636 | NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | $8.26B | $8.26B | 26 | 2026-03-31 | → |
| 637 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | $8.25B | $8.25B | 550 | 2026-03-31 | → |
| 638 | CAPITAL INVESTMENT ADVISORS, LLC | 158055 | $8.21B | $8.21B | 107 | 2026-04-30 | → |
| 639 | GRADIENT INVESTMENTS, LLC | 141726 | $8.20B | $8.20B | 41 | 2026-06-30 | → |
| 640 | R M DAVIS INC | 105448 | $8.15B | $8.15B | 63 | 2026-03-31 | → |
| 641 | CHILTON INVESTMENT SERVICES, LLC | 159306 | $8.15B | $8.15B | 70 | 2026-03-31 | → |
| 642 | BRAMSHILL INVESTMENTS, LLC | 162492 | $8.14B | $8.14B | 38 | 2026-03-31 | → |
| 643 | HARVEST FUND ADVISORS LLC | 154425 | $8.13B | $8.13B | 14 | 2026-03-31 | → |
| 644 | MARSHFIELD ASSOCIATES, INC. | 150614 | $8.12B | $8.12B | 27 | 2026-03-31 | → |
| 645 | HUMAN INTEREST ADVISORS LLC | 269875 | $8.10B | $8.10B | 6 | 2026-04-30 | → |
| 646 | WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | $8.08B | $8.08B | 36 | 2026-03-31 | → |
| 647 | ANNEX ADVISORY SERVICES, LLC | 127987 | $8.05B | $8.05B | 151 | 2026-04-30 | → |
| 648 | CRESTWOOD ADVISORS GROUP, LLC | 286243 | $8.02B | $8.02B | 64 | 2026-06-30 | → |
| 649 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $8.01B | $8.01B | 45 | 2026-06-30 | → |
| 650 | ICG ADVISORS, LLC | 148066 | $7.92B | $7.92B | 26 | 2026-05-31 | → |
| 651 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $7.90B | $7.90B | 41 | 2026-03-31 | → |
| 652 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | $7.89B | $7.89B | 520 | 2026-03-31 | → |
| 653 | RBC PRIVATE COUNSEL (USA) INC. | 109648 | $7.89B | $7.89B | 1,455 | 2026-06-30 | → |
| 654 | D.F. DENT AND COMPANY, INC. | 105179 | $7.88B | $7.88B | 31 | 2026-06-30 | → |
| 655 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | $7.86B | $7.86B | 22 | 2026-03-31 | → |
| 656 | INGALLS & SNYDER LLC | 2288 | $7.83B | $7.83B | 92 | 2025-12-31 | → |
| 657 | ETHIC INC. | 282827 | $7.82B | $7.82B | 76 | 2026-03-31 | → |
| 658 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | $7.80B | $7.80B | 83 | 2026-03-31 | → |
| 659 | WGI DM, LLC | 334219 | $7.78B | $7.78B | 6 | 2026-03-31 | → |
| 660 | HILLSDALE INVESTMENT MANAGEMENT INC. | 137883 | $7.77B | $7.77B | 46 | 2026-03-31 | → |
| 661 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | $7.75B | $7.75B | 26 | 2026-03-31 | → |
| 662 | MGO ONE SEVEN LLC | 283087 | $7.72B | $7.72B | 264 | 2026-04-30 | → |
| 663 | RITHOLTZ WEALTH MANAGEMENT | 168652 | $7.70B | $7.70B | 83 | 2026-05-31 | → |
| 664 | CADARET, GRANT & CO., INC. | 10641 | $7.67B | $7.67B | 692 | 2025-07-31 | → |
| 665 | FIDUCIARY TRUST INTERNATIONAL, LLC | 124062 | $7.67B | $7.67B | 50 | 2025-12-31 | → |
| 666 | HBK SORCE ADVISORY LLC | 112139 | $7.66B | $7.66B | 109 | 2026-02-28 | → |
| 667 | STAMOS CAPITAL PARTNERS, L.P. | 134660 | $7.64B | $7.64B | 31 | 2026-03-31 | → |
| 668 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $7.62B | $7.62B | 42 | 2026-03-31 | → |
| 669 | MCMORGAN & COMPANY LLC | 115060 | $7.61B | $7.61B | 26 | 2026-03-31 | → |
| 670 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $7.58B | $7.58B | 236 | 2026-05-31 | → |
| 671 | SIGNATURE FINANCIAL MANAGEMENT INC | 106375 | $7.57B | $7.57B | 36 | 2026-03-31 | → |
| 672 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $7.57B | $7.57B | 261 | 2026-06-30 | → |
| 673 | DSM CAPITAL PARTNERS LLC | 113609 | $7.56B | $7.56B | 25 | 2026-05-31 | → |
| 674 | BAILARD, INC. | 110550 | $7.56B | $7.56B | 83 | 2026-05-31 | → |
| 675 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | $7.51B | $7.51B | 69 | 2026-04-30 | → |
| 676 | JMG FINANCIAL GROUP LTD | 110302 | $7.50B | $7.50B | 103 | 2026-03-31 | → |
| 677 | OSTERWEIS CAPITAL MANAGEMENT LLC | 109580 | $7.50B | $7.50B | 666 | 2026-03-31 | → |
| 678 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | $7.47B | $7.47B | 73 | 2026-03-31 | → |
| 679 | CAPITAL ADVISORS, INC. | 104643 | $7.43B | $7.43B | 69 | 2026-03-31 | → |
| 680 | WASHINGTON CAPITAL MANAGEMENT INC | 105253 | $7.40B | $7.40B | 79 | 2026-06-30 | → |
| 681 | LYRICAL ASSET MANAGEMENT LP | 148267 | $7.37B | $7.37B | 30 | 2026-03-31 | → |
| 682 | FIRST NATIONAL ADVISERS, LLC | 277146 | $7.37B | $7.37B | 35 | 2026-06-30 | → |
| 683 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | $7.34B | $7.34B | 161 | 2026-06-30 | → |
| 684 | CENTAURUS FINANCIAL, INC. | 30833 | $7.34B | $7.34B | 580 | 2025-07-31 | → |
| 685 | CLEARBRIDGE INC. | 110909 | $7.31B | $7.31B | 4 | 2025-10-31 | → |
| 686 | DIMENSION CAPITAL MANAGEMENT LLC | 109380 | $7.29B | $7.29B | 50 | 2026-03-31 | → |
| 687 | CERCANO MANAGEMENT LLC | 315897 | $7.28B | $7.28B | 62 | 2026-06-30 | → |
| 688 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 315440 | $7.28B | $7.28B | 45 | 2026-03-31 | → |
| 689 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | $7.27B | $7.27B | 28 | 2026-03-31 | → |
| 690 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | 285366 | $7.26B | $7.26B | 29 | 2026-03-31 | → |
| 691 | TURIM 21 INVESTIMENTOS LTDA | 286618 | $7.24B | $7.24B | 124 | 2026-04-30 | → |
| 692 | EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | $7.19B | $7.19B | 37 | 2026-03-31 | → |
| 693 | SPRINGS CAPITAL (HONG KONG) LIMITED | 168321 | $7.17B | $7.17B | 17 | 2026-06-30 | → |
| 694 | CASSADAY & CO WEALTH MANAGEMENT LLC | 317672 | $7.14B | $7.14B | 97 | 2026-03-31 | → |
| 695 | TWEEDY, BROWNE COMPANY LLC | 6857 | $7.13B | $7.13B | 39 | 2026-06-30 | → |
| 696 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | $7.13B | $7.13B | 47 | 2026-03-31 | → |
| 697 | MILLER INVESTMENT MANAGEMENT, LP | 108380 | $7.10B | $7.10B | 18 | 2026-03-31 | → |
| 698 | TAG ASSOCIATES LLC | 116959 | $7.07B | $7.07B | 71 | 2026-06-30 | → |
| 699 | PYRFORD INTERNATIONAL LTD | 105646 | $7.07B | $7.07B | 35 | 2026-06-30 | → |
| 700 | JOHN W. BRISTOL & CO., INC. | 105597 | $7.07B | $7.07B | 18 | 2026-03-31 | → |
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