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 | |
|---|---|---|---|---|---|---|---|
| 801 | BRAVE WARRIOR ADVISORS, LLC | 108894 | $5.64B | $5.64B | 6 | 2026-04-30 | → |
| 802 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | $5.64B | $5.64B | 130 | 2026-06-30 | → |
| 803 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | $5.63B | $5.63B | 43 | 2026-06-30 | → |
| 804 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | $5.61B | $5.61B | 26 | 2026-04-30 | → |
| 805 | DONALD SMITH & CO., INC. | 104947 | $5.60B | $5.60B | 11 | 2026-03-31 | → |
| 806 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $5.60B | $5.60B | 20 | 2026-03-31 | → |
| 807 | PENTEGRA INVESTORS, INC. | 111503 | $5.60B | $5.60B | 13 | 2026-05-31 | → |
| 808 | ALLEGHENY FINANCIAL GROUP | 104690 | $5.59B | $5.59B | 103 | 2026-05-31 | → |
| 809 | STRATOS WEALTH ADVISORS LLC | 283816 | $5.57B | $5.57B | 170 | 2026-06-30 | → |
| 810 | BALENTINE LLC | 152511 | $5.54B | $5.54B | 61 | 2026-06-30 | → |
| 811 | INTEGRATED ADVISORS NETWORK LLC | 171991 | $5.52B | $5.52B | 87 | 2026-06-30 | → |
| 812 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $5.52B | $5.52B | 17 | 2026-03-31 | → |
| 813 | SMEAD CAPITAL MANAGEMENT, INC. | 143567 | $5.52B | $5.52B | 18 | 2026-03-31 | → |
| 814 | 71 WEST CAPITAL PARTNERS, LLC | 338756 | $5.51B | $5.51B | 10 | 2026-06-30 | → |
| 815 | CRESCENT GROVE ADVISORS, LLC | 170912 | $5.50B | $5.50B | 34 | 2026-03-31 | → |
| 816 | STACEY BRAUN ASSOCIATES INC | 105056 | $5.50B | $5.50B | 17 | 2026-03-31 | → |
| 817 | WALDRON PRIVATE WEALTH, LLC | 131063 | $5.50B | $5.50B | 70 | 2026-03-31 | → |
| 818 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | $5.49B | $5.49B | 11 | 2026-03-31 | → |
| 819 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | $5.49B | $5.49B | 42 | 2026-03-31 | → |
| 820 | LOWE, BROCKENBROUGH & COMPANY, INC. | 105142 | $5.49B | $5.49B | 31 | 2026-05-31 | → |
| 821 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $5.48B | $5.48B | 21 | 2026-03-31 | → |
| 822 | LARSON FINANCIAL GROUP, LLC | 140599 | $5.48B | $5.48B | 131 | 2026-03-31 | → |
| 823 | CALAMOS WEALTH MANAGEMENT LLC | 143490 | $5.48B | $5.48B | 51 | 2026-04-30 | → |
| 824 | SENTRY MANAGEMENT INC | 107379 | $5.44B | $5.44B | 5 | 2026-03-31 | → |
| 825 | PENSION CONSULTANTS INC | 113914 | $5.42B | $5.42B | 17 | 2026-03-31 | → |
| 826 | TRUE NORTH ADVISORS, LLC | 116048 | $5.42B | $5.42B | 89 | 2026-03-31 | → |
| 827 | INTEGRITY ALLIANCE, LLC | 139627 | $5.41B | $5.41B | 400 | 2026-05-31 | → |
| 828 | FENIMORE ASSET MANAGEMENT, INC. | 110946 | $5.41B | $5.41B | 43 | 2026-01-31 | → |
| 829 | QUADRANT CAPITAL GROUP LLC | 147253 | $5.40B | $5.40B | 26 | 2026-02-28 | → |
| 830 | CUSO FINANCIAL SERVICES, L.P. | 42132 | $5.38B | $5.38B | 791 | 2025-08-31 | → |
| 831 | TCI WEALTH ADVISORS, INC. | 107373 | $5.37B | $5.37B | 72 | 2026-04-30 | → |
| 832 | FROST INVESTMENT ADVISORS, LLC | 146148 | $5.36B | $5.36B | 31 | 2026-03-31 | → |
| 833 | WESTERN WEALTH MANAGEMENT LLC | 283545 | $5.36B | $5.36B | 98 | 2026-06-30 | → |
| 834 | DAVID VAUGHAN INVESTMENTS, LLC | 105990 | $5.33B | $5.33B | 48 | 2026-03-31 | → |
| 835 | ARENA CAPITAL ADVISORS LLC | 170313 | $5.33B | $5.33B | 26 | 2026-05-31 | → |
| 836 | FAMILY MANAGE LLC | 104951 | $5.31B | $5.31B | 23 | 2026-04-30 | → |
| 837 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | $5.31B | $5.31B | 12 | 2025-11-30 | → |
| 838 | PICTET NORTH AMERICA ADVISORS SA | 142512 | $5.30B | $5.30B | 18 | 2026-05-31 | → |
| 839 | BIP WEALTH, LLC | 143208 | $5.29B | $5.29B | 88 | 2026-06-30 | → |
| 840 | ALERA INVESTMENT ADVISORS, LLC | 287906 | $5.29B | $5.29B | 107 | 2026-03-31 | → |
| 841 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | $5.27B | $5.27B | 39 | 2026-03-31 | → |
| 842 | PROFICIO CAPITAL PARTNERS LLC | 269931 | $5.27B | $5.27B | 23 | 2026-04-30 | → |
| 843 | VALUE PARTNERS HONG KONG LIMITED | 157477 | $5.25B | $5.25B | 104 | 2026-03-31 | → |
| 844 | VENTURE VISIONARY PARTNERS LLC | 304237 | $5.24B | $5.24B | 46 | 2026-03-31 | → |
| 845 | STOCKMAN WEALTH MANAGEMENT, INC. | 122166 | $5.24B | $5.24B | 30 | 2026-05-31 | → |
| 846 | STANDARD INVESTMENTS LLC | 160843 | $5.22B | $5.22B | 37 | 2026-03-31 | → |
| 847 | GENTRUST, LLC | 158369 | $5.20B | $5.20B | 40 | 2026-03-31 | → |
| 848 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $5.20B | $5.20B | 31 | 2025-12-31 | → |
| 849 | KRILOGY FINANCIAL LLC | 149046 | $5.20B | $5.20B | 103 | 2026-03-31 | → |
| 850 | BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | $5.19B | $5.19B | 8 | 2026-03-31 | → |
| 851 | LEGACY ADVISORS, LLC | 139830 | $5.17B | $5.17B | 50 | 2026-03-31 | → |
| 852 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | $5.16B | $5.16B | 223 | 2026-06-30 | → |
| 853 | ASSET STRATEGY CONSULTANTS LLC | 110800 | $5.16B | $5.16B | 14 | 2026-06-30 | → |
| 854 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | $5.15B | $5.15B | 119 | 2026-06-30 | → |
| 855 | TECTONIC ADVISORS LLC | 139713 | $5.14B | $5.14B | 6 | 2026-03-31 | → |
| 856 | WHITE OAK GLOBAL ADVISORS, LLC | 149659 | $5.11B | $5.11B | 58 | 2026-03-31 | → |
| 857 | RNC CAPITAL MANAGEMENT LLC | 108618 | $5.10B | $5.10B | 63 | 2026-04-30 | → |
| 858 | EVERSOURCE WEALTH ADVISORS, LLC | 286340 | $5.10B | $5.10B | 76 | 2026-04-30 | → |
| 859 | MORAN WEALTH MANAGEMENT, LLC | 319208 | $5.10B | $5.10B | 56 | 2026-06-30 | → |
| 860 | ALIYA CAPITAL PARTNERS LLC | 305988 | $5.09B | $5.09B | 18 | 2026-05-31 | → |
| 861 | ADVISOR OS LLC | 287792 | $5.09B | $5.09B | 2 | 2026-03-31 | → |
| 862 | STONEX ADVISORS INC. | 174182 | $5.09B | $5.09B | 220 | 2026-06-30 | → |
| 863 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | $5.09B | $5.09B | 21 | 2026-03-31 | → |
| 864 | PENNINGTON PARTNERS & CO., LLC | 282688 | $5.09B | $5.09B | 36 | 2026-04-30 | → |
| 865 | BAKER AVENUE ASSET MANAGEMENT, LP | 132657 | $5.09B | $5.09B | 57 | 2026-06-30 | → |
| 866 | PACIFIC FINANCIAL GROUP INC | 105203 | $5.07B | $5.07B | 62 | 2026-05-31 | → |
| 867 | FIRST FOUNDATION ADVISORS | 106075 | $5.06B | $5.06B | 53 | 2026-06-30 | → |
| 868 | OBERWEIS ASSET MANAGEMENT INC | 105471 | $5.06B | $5.06B | 31 | 2026-03-31 | → |
| 869 | WELLSPRING FINANCIAL ADVISORS, LLC | 143112 | $5.06B | $5.06B | 31 | 2026-06-30 | → |
| 870 | THREE BELL CAPITAL LLC | 159736 | $5.05B | $5.05B | 22 | 2026-06-30 | → |
| 871 | DAYMARK WEALTH PARTNERS, LLC | 320878 | $5.04B | $5.04B | 40 | 2026-02-28 | → |
| 872 | TFO FAMILY OFFICE PARTNERS, LLC | 159440 | $5.04B | $5.04B | 88 | 2026-06-30 | → |
| 873 | CAIN, WATTERS & ASSOCIATES, LLC | 111521 | $5.04B | $5.04B | 341 | 2026-06-30 | → |
| 874 | RIVERBRIDGE PARTNERS LLC | 108074 | $5.03B | $5.03B | 46 | 2026-03-31 | → |
| 875 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $5.02B | $5.02B | 46 | 2026-03-31 | → |
| 876 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $5.02B | $5.02B | 43 | 2026-05-31 | → |
| 877 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | $5.01B | $5.01B | 49 | 2025-03-31 | → |
| 878 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $5.01B | $5.01B | 198 | 2026-03-31 | → |
| 879 | SAVVY ADVISORS, INC. | 318493 | $5.00B | $5.00B | 170 | 2026-03-31 | → |
| 880 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | $4.98B | $4.98B | 67 | 2026-03-31 | → |
| 881 | ADVANCE CAPITAL MANAGEMENT INC | 110767 | $4.98B | $4.98B | 62 | 2026-03-31 | → |
| 882 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | $4.98B | $4.98B | 37 | 2026-03-31 | → |
| 883 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | $4.97B | $4.97B | 13 | 2026-04-30 | → |
| 884 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $4.97B | $4.97B | 45 | 2026-06-30 | → |
| 885 | MASECO LLP | 147686 | $4.96B | $4.96B | 129 | 2026-06-30 | → |
| 886 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | $4.96B | $4.96B | 38 | 2026-05-31 | → |
| 887 | DESTINATION WEALTH MANAGEMENT | 110365 | $4.95B | $4.95B | 68 | 2026-04-30 | → |
| 888 | HAMILTON CAPITAL, LLC | 109116 | $4.94B | $4.94B | 90 | 2026-04-30 | → |
| 889 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | $4.93B | $4.93B | 103 | 2026-05-31 | → |
| 890 | FIDUCIARYVEST, LLC | 134351 | $4.93B | $4.93B | 10 | 2026-03-31 | → |
| 891 | TEXAS YALE CAPITAL CORP. | 126992 | $4.92B | $4.92B | 7 | 2026-05-31 | → |
| 892 | STASH INVESTMENTS LLC | 226550 | $4.92B | $4.92B | 124 | 2026-04-30 | → |
| 893 | GRANGER MANAGEMENT LLC | 168096 | $4.92B | $4.92B | 12 | 2026-03-31 | → |
| 894 | G10 LLC | 322876 | $4.91B | $4.91B | 49 | 2026-05-31 | → |
| 895 | PRIVATE MANAGEMENT GROUP INC | 104707 | $4.90B | $4.90B | 21 | 2026-04-30 | → |
| 896 | EULAV ASSET MANAGEMENT | 156397 | $4.90B | $4.90B | 14 | 2025-07-31 | → |
| 897 | MADISON ASSET MANAGEMENT, LLC | 130874 | $4.86B | $4.86B | 92 | 2026-03-31 | → |
| 898 | HERITAGE WEALTH ADVISORS, LLC | 137484 | $4.86B | $4.86B | 36 | 2026-05-31 | → |
| 899 | COMPOUND PLANNING, INC. | 171787 | $4.85B | $4.85B | 119 | 2026-03-31 | → |
| 900 | MAINSTAY CAPITAL MANAGEMENT, LLC | 109528 | $4.84B | $4.84B | 33 | 2026-04-30 | → |
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