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 | |
|---|---|---|---|---|---|---|---|
| 701 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $7.00B | $7.00B | 39 | 2026-06-30 | → |
| 702 | CANNELL & SPEARS LLC | 142633 | $6.99B | $6.99B | 40 | 2026-03-31 | → |
| 703 | NORTHSIDE CAPITAL MANAGEMENT LLC | 107784 | $6.94B | $6.94B | 17 | 2026-03-31 | → |
| 704 | DAKOTA WEALTH, LLC | 297987 | $6.94B | $6.94B | 91 | 2026-03-31 | → |
| 705 | CONESTOGA CAPITAL ADVISORS, LLC | 111750 | $6.94B | $6.94B | 18 | 2026-03-31 | → |
| 706 | SMITH SHELLNUT WILSON LLC | 106235 | $6.92B | $6.92B | 16 | 2026-06-30 | → |
| 707 | PGIM CUSTOM HARVEST LLC | 290235 | $6.90B | $6.90B | 68 | 2026-05-31 | → |
| 708 | PGIM DC SOLUTIONS LLC | 318800 | $6.90B | $6.90B | 66 | 2026-05-31 | → |
| 709 | GMT CAPITAL CORP. | 160404 | $6.90B | $6.90B | 19 | 2026-03-31 | → |
| 710 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $6.87B | $6.87B | 35 | 2026-03-31 | → |
| 711 | PROWELL FINANCIAL MANAGEMENT, LLC | 281762 | $6.86B | $6.86B | 4 | 2026-03-31 | → |
| 712 | PROVIDENT TRUST COMPANY | 110118 | $6.86B | $6.86B | 12 | 2026-04-30 | → |
| 713 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | $6.85B | $6.85B | 159 | 2026-06-30 | → |
| 714 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | $6.84B | $6.84B | 12 | 2026-06-30 | → |
| 715 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | $6.84B | $6.84B | 70 | 2026-06-30 | → |
| 716 | THRIVENT ADVISOR NETWORK, LLC | 304569 | $6.84B | $6.84B | 119 | 2026-06-30 | → |
| 717 | LMCG INVESTMENTS, LLC | 149936 | $6.83B | $6.83B | 46 | 2026-04-30 | → |
| 718 | FOCUS FINANCIAL NETWORK, INC. | 116140 | $6.82B | $6.82B | 189 | 2026-03-31 | → |
| 719 | RFG ADVISORY, LLC | 158401 | $6.81B | $6.81B | 311 | 2026-06-30 | → |
| 720 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | $6.76B | $6.76B | 21 | 2026-03-31 | → |
| 721 | THE BOLLARD GROUP LLC | 155317 | $6.72B | $6.72B | 29 | 2026-03-31 | → |
| 722 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $6.72B | $6.72B | 55 | 2026-03-31 | → |
| 723 | F.N.B. INVESTMENT ADVISORS INC | 109515 | $6.70B | $6.70B | 44 | 2025-03-31 | → |
| 724 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | $6.68B | $6.68B | 30 | 2026-05-31 | → |
| 725 | ASPEN GROVE CAPITAL, LLC | 158166 | $6.67B | $6.67B | 22 | 2026-03-31 | → |
| 726 | VESTGEN ADVISORS, LLC | 318657 | $6.67B | $6.67B | 165 | 2026-05-31 | → |
| 727 | GREYCOURT & CO., INC. | 111936 | $6.61B | $6.61B | 37 | 2026-03-31 | → |
| 728 | T. ROWE PRICE (CANADA) INC. | 107290 | $6.55B | $6.55B | 11 | 2026-03-31 | → |
| 729 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | $6.54B | $6.54B | 136 | 2026-03-31 | → |
| 730 | CCM PARTNERS, LP | 104720 | $6.52B | $6.52B | 48 | 2026-05-31 | → |
| 731 | SENDERO WEALTH MANAGEMENT, LLC | 145594 | $6.51B | $6.51B | 41 | 2026-03-31 | → |
| 732 | OSAIC INSTITUTIONS, INC. | 35371 | $6.49B | $6.49B | 1,839 | 2026-05-31 | → |
| 733 | KORNITZER CAPITAL MANAGEMENT, INC. | 111087 | $6.49B | $6.49B | 41 | 2026-06-30 | → |
| 734 | JENSEN INVESTMENT MANAGEMENT INC | 105281 | $6.48B | $6.48B | 36 | 2026-03-31 | → |
| 735 | GREENSPRING ADVISORS, LLC | 132669 | $6.46B | $6.46B | 68 | 2026-06-30 | → |
| 736 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | $6.46B | $6.46B | 170 | 2026-04-30 | → |
| 737 | DOUGLASS WINTHROP ADVISORS LLC | 108680 | $6.46B | $6.46B | 34 | 2026-03-31 | → |
| 738 | ARNHOLD LLC | 290117 | $6.44B | $6.44B | 13 | 2026-03-31 | → |
| 739 | NWF ADVISORY SERVICES INC | 110410 | $6.43B | $6.43B | 111 | 2026-03-31 | → |
| 740 | TRUEPOINT, INC. | 105664 | $6.39B | $6.39B | 103 | 2026-03-31 | → |
| 741 | ORG PORTFOLIO MANAGEMENT LLC | 130198 | $6.38B | $6.38B | 22 | 2026-03-31 | → |
| 742 | ANDERSEN TAX LLC | 124205 | $6.35B | $6.35B | 2,061 | 2026-03-31 | → |
| 743 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | $6.34B | $6.34B | 24 | 2026-06-30 | → |
| 744 | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | 108783 | $6.31B | $6.31B | 553 | 2026-06-30 | → |
| 745 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | $6.30B | $6.30B | 69 | 2026-03-31 | → |
| 746 | STELAC ADVISORY SERVICES LLC | 145103 | $6.29B | $6.29B | 21 | 2026-03-31 | → |
| 747 | KOVACK ADVISORS, INC. | 140808 | $6.28B | $6.28B | 320 | 2026-04-30 | → |
| 748 | WCG WEALTH ADVISORS, LLC | 173194 | $6.28B | $6.28B | 131 | 2026-06-30 | → |
| 749 | J. SAFRA ASSET MANAGEMENT CORPORATION | 131243 | $6.26B | $6.26B | 22 | 2026-03-31 | → |
| 750 | CREATIVEONE WEALTH, LLC | 281213 | $6.25B | $6.25B | 222 | 2026-05-31 | → |
| 751 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | $6.20B | $6.20B | 41 | 2026-03-31 | → |
| 752 | BECK, MACK & OLIVER LLC | 105466 | $6.18B | $6.18B | 24 | 2026-03-31 | → |
| 753 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | $6.18B | $6.18B | 45 | 2026-03-31 | → |
| 754 | TODD ASSET MANAGEMENT LLC | 109473 | $6.18B | $6.18B | 18 | 2026-03-31 | → |
| 755 | SIGMA PLANNING CORPORATION | 110692 | $6.10B | $6.10B | 471 | 2026-05-31 | → |
| 756 | EJF CAPITAL LP | 138854 | $6.10B | $6.10B | 44 | 2026-04-30 | → |
| 757 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $6.09B | $6.09B | 17 | 2026-03-31 | → |
| 758 | VULCAN VALUE PARTNERS LLC | 151190 | $6.08B | $6.08B | 38 | 2026-05-31 | → |
| 759 | NICHOLAS CO INC | 108347 | $6.08B | $6.08B | 16 | 2026-01-31 | → |
| 760 | DANA INVESTMENT ADVISORS INC | 105879 | $6.08B | $6.08B | 60 | 2026-03-31 | → |
| 761 | ENERGY INCOME PARTNERS LLC | 140799 | $6.06B | $6.06B | 21 | 2026-05-31 | → |
| 762 | EAST END ADVISORS, LLC | 147144 | $6.06B | $6.06B | 17 | 2026-04-30 | → |
| 763 | FACET WEALTH, INC | 285961 | $6.04B | $6.04B | 168 | 2026-02-28 | → |
| 764 | KCM INVESTMENT ADVISORS, LLC | 109629 | $6.02B | $6.02B | 20 | 2026-03-31 | → |
| 765 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | $6.01B | $6.01B | 93 | 2026-03-31 | → |
| 766 | VERATIS ADVISORS, INC. | 117892 | $5.99B | $5.99B | 8 | 2026-03-31 | → |
| 767 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $5.98B | $5.98B | 116 | 2026-03-31 | → |
| 768 | THIRD LAKE PARTNERS, LLC | 299961 | $5.97B | $5.97B | 16 | 2026-03-31 | → |
| 769 | FOYSTON, GORDON & PAYNE INC. | 121591 | $5.96B | $5.96B | 46 | 2026-05-31 | → |
| 770 | W. H. REAVES & CO., INC. | 3140 | $5.94B | $5.94B | 21 | 2026-02-28 | → |
| 771 | WESTMOUNT PARTNERS, LLC | 158857 | $5.94B | $5.94B | 39 | 2026-05-31 | → |
| 772 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | $5.93B | $5.93B | 20 | 2026-03-31 | → |
| 773 | INDEX FUND ADVISORS, INC. | 109143 | $5.93B | $5.93B | 50 | 2026-03-31 | → |
| 774 | 1888 INVESTMENTS, LLC | 312491 | $5.91B | $5.91B | 13 | 2026-03-31 | → |
| 775 | GELLER ADVISORS LLC | 134062 | $5.91B | $5.91B | 49 | 2025-01-31 | → |
| 776 | EVANSON ASSET MANAGEMENT, LLC | 135188 | $5.91B | $5.91B | 6 | 2026-02-28 | → |
| 777 | T. ROWE PRICE ADVISORY SERVICES, INC. | 108958 | $5.90B | $5.90B | 92 | 2026-06-30 | → |
| 778 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | $5.89B | $5.89B | 27 | 2026-05-31 | → |
| 779 | PITCAIRN WEALTH ADVISORS LLC | 333260 | $5.87B | $5.87B | 62 | 2026-03-31 | → |
| 780 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | $5.87B | $5.87B | 5 | 2026-03-31 | → |
| 781 | MAINSTREET INVESTMENT ADVISORS LLC | 146615 | $5.86B | $5.86B | 26 | 2026-03-31 | → |
| 782 | EVANSON FINANCIAL, LLC | 340506 | $5.85B | $5.85B | 10 | 2026-05-31 | → |
| 783 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | $5.83B | $5.83B | 44 | 2026-03-31 | → |
| 784 | MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC | 147548 | $5.83B | $5.83B | 25 | 2026-05-31 | → |
| 785 | MAYFLOWER FINANCIAL ADVISORS, LLC | 307857 | $5.82B | $5.82B | 33 | 2026-05-31 | → |
| 786 | SYM FINANCIAL CORPORATION | 107517 | $5.81B | $5.81B | 84 | 2026-03-31 | → |
| 787 | AETOS ALTERNATIVES MANAGEMENT, L.P. | 116761 | $5.80B | $5.80B | 19 | 2026-03-31 | → |
| 788 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | $5.77B | $5.77B | 59 | 2026-05-31 | → |
| 789 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | $5.76B | $5.76B | 13 | 2026-03-31 | → |
| 790 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 109701 | $5.74B | $5.74B | 155 | 2026-03-31 | → |
| 791 | BECKER CAPITAL MANAGEMENT INC | 110489 | $5.73B | $5.73B | 42 | 2026-03-31 | → |
| 792 | DALTON INVESTMENTS, INC. | 308609 | $5.72B | $5.72B | 46 | 2026-03-31 | → |
| 793 | WEDBUSH SECURITIES INC. | 877 | $5.68B | $5.68B | 897 | 2026-04-30 | → |
| 794 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | $5.68B | $5.68B | 186 | 2026-06-30 | → |
| 795 | STONEGATE INVESTMENT GROUP, LLC | 314889 | $5.67B | $5.67B | 14 | 2025-05-31 | → |
| 796 | KLINGMAN AND ASSOCIATES, LLC | 125618 | $5.66B | $5.66B | 25 | 2026-05-31 | → |
| 797 | TFO WEALTH PARTNERS, LLC | 124407 | $5.66B | $5.66B | 67 | 2026-04-30 | → |
| 798 | BORDEAUX WEALTH ADVISORS LLC | 287758 | $5.64B | $5.64B | 34 | 2025-05-31 | → |
| 799 | SEPIO CAPITAL, LP | 285645 | $5.64B | $5.64B | 31 | 2026-04-30 | → |
| 800 | VIVALDI CAPITAL MANAGEMENT LP | 160150 | $5.64B | $5.64B | 68 | 2026-04-30 | → |
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