Research Report · 2026-06-30
Registered Investment Advisers Reporting Custody of Client Assets
SEC-registered investment advisers that report custody of client assets, ranked by AUM.
Firms
1,000
Total AUM
$68.90T
Median AUM
$4.77B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | J. L. BAINBRIDGE & CO., INC. | 108058 | $1.37B | $1.37B | 11 | 2026-03-31 | → |
| 902 | BEIRNE WEALTH CONSULTING SERVICES, LLC | 167103 | $1.37B | $1.37B | 9 | 2026-03-31 | → |
| 903 | ONYX BRIDGE WEALTH GROUP LLC | 306097 | $1.37B | $1.37B | 32 | 2026-05-31 | → |
| 904 | INSTITUTE FOR WEALTH MANAGEMENT LLC | 127207 | $1.37B | $1.37B | 19 | 2026-06-30 | → |
| 905 | BLACK DIAMOND FINANCIAL, LLC | 145108 | $1.37B | $1.37B | 17 | 2026-03-31 | → |
| 906 | NEXT LEVEL PRIVATE LLC | 313247 | $1.37B | $1.37B | 16 | 2026-03-31 | → |
| 907 | MERIDIAN WEALTH PARTNERS, LLC | 287768 | $1.37B | $1.37B | 13 | 2026-04-30 | → |
| 908 | DIAPHANUM AMERICAS LLC | 310052 | $1.37B | $1.37B | 10 | 2026-06-30 | → |
| 909 | HOLLOW BROOK WEALTH MANAGEMENT LLC | 145521 | $1.37B | $1.37B | 18 | 2026-03-31 | → |
| 910 | WESTMINSTER FINANCIAL ADVISORY CORP | 110283 | $1.36B | $1.36B | 43 | 2026-03-31 | → |
| 911 | 180 WEALTH ADVISORS, LLC | 284921 | $1.36B | $1.36B | 11 | 2026-02-28 | → |
| 912 | SYMPHONY FINANCIAL, LTD. CO. | 171816 | $1.35B | $1.35B | 26 | 2026-04-30 | → |
| 913 | HOBE MOUNTAIN CAPITAL MANAGEMENT LLC | 338577 | $1.35B | $1.35B | 6 | 2026-04-30 | → |
| 914 | FIFTH AVENUE FAMILY OFFICE LLC | 122448 | $1.35B | $1.35B | 7 | 2026-03-31 | → |
| 915 | SCF INVESTMENT ADVISORS, INC. | 123608 | $1.35B | $1.35B | 263 | 2025-09-30 | → |
| 916 | MSH CAPITAL ADVISORS LLC | 157835 | $1.35B | $1.35B | 35 | 2026-04-30 | → |
| 917 | COHALO ADVISORY LLC | 297315 | $1.35B | $1.35B | 1 | 2026-04-30 | → |
| 918 | HILL INVESTMENT GROUP PARTNERS, LLC | 312052 | $1.35B | $1.35B | 12 | 2026-03-31 | → |
| 919 | ESTATE COUNSELORS, LLC | 123452 | $1.35B | $1.35B | 7 | 2026-03-31 | → |
| 920 | WEATHERBIE CAPITAL, LLC | 105991 | $1.34B | $1.34B | 7 | 2026-06-30 | → |
| 921 | PAYNE CAPITAL MANAGEMENT, LLC | 147119 | $1.34B | $1.34B | 17 | 2026-03-31 | → |
| 922 | CYPRESS WEALTH SERVICES, LLC | 288992 | $1.34B | $1.34B | 21 | 2026-02-28 | → |
| 923 | FCO ADVISORS LP | 290182 | $1.34B | $1.34B | 11 | 2026-03-31 | → |
| 924 | ASPEN CAPITAL MANAGEMENT | 119050 | $1.34B | $1.34B | 12 | 2026-02-28 | → |
| 925 | VICTORY FINANCIAL GROUP LLC | 324943 | $1.34B | $1.34B | 47 | 2026-06-30 | → |
| 926 | SALOMON AND LUDWIN, LLC | 292456 | $1.34B | $1.34B | 12 | 2026-05-31 | → |
| 927 | WENDELL DAVID ASSOCIATES INC | 106664 | $1.33B | $1.33B | 5 | 2026-03-31 | → |
| 928 | EVERMAY WEALTH MANAGEMENT, LLC | 149230 | $1.33B | $1.33B | 24 | 2026-03-31 | → |
| 929 | IRON GATE GLOBAL ADVISORS, LLC | 111177 | $1.32B | $1.32B | 7 | 2026-03-31 | → |
| 930 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | 138538 | $1.32B | $1.32B | 10 | 2026-03-31 | → |
| 931 | PARAGON CAPITAL MANAGEMENT | 105147 | $1.32B | $1.32B | 6 | 2026-03-31 | → |
| 932 | SAVOIE CAPITAL LLC | 167497 | $1.32B | $1.32B | 3 | 2026-04-30 | → |
| 933 | LVM CAPITAL MANAGEMENT LTD | 111039 | $1.31B | $1.31B | 15 | 2025-09-30 | → |
| 934 | CHEQUERS FINANCIAL MANAGEMENT LLC | 175209 | $1.31B | $1.31B | 21 | 2026-03-31 | → |
| 935 | BALDWIN INVESTMENT MANAGEMENT, LLC | 108922 | $1.30B | $1.30B | 14 | 2026-03-31 | → |
| 936 | SIO CAPITAL MANAGEMENT, LLC | 165989 | $1.29B | $1.29B | 13 | 2026-03-31 | → |
| 937 | BIONDO INVESTMENT ADVISORS LLC | 130105 | $1.29B | $1.29B | 17 | 2026-03-31 | → |
| 938 | WOODSTOCK CORPORATION | 110662 | $1.29B | $1.29B | 10 | 2026-06-30 | → |
| 939 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC | 148156 | $1.29B | $1.29B | 14 | 2026-02-28 | → |
| 940 | NISHKAMA CAPITAL LLC | 170322 | $1.28B | $1.28B | 8 | 2026-03-31 | → |
| 941 | CANAL CAPITAL MANAGEMENT, LLC | 164971 | $1.28B | $1.28B | 6 | 2026-06-30 | → |
| 942 | IBEX WEALTH ADVISORS, LLC | 168674 | $1.28B | $1.28B | 10 | 2026-03-31 | → |
| 943 | OBSIDIAN CIO, LLC | 289000 | $1.28B | $1.28B | 6 | 2026-06-30 | → |
| 944 | BIGSUR WEALTH MANAGEMENT, LLC | 146511 | $1.28B | $1.28B | 16 | 2026-03-31 | → |
| 945 | PRIVATE CAPITAL ADVISORS, INC. | 125771 | $1.28B | $1.28B | 6 | 2026-03-31 | → |
| 946 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | 148128 | $1.28B | $1.28B | 15 | 2026-04-30 | → |
| 947 | GRANITE BAY WEALTH MANAGEMENT, LLC | 174765 | $1.27B | $1.27B | 28 | 2026-06-30 | → |
| 948 | PALISADE ASSET MANAGEMENT, LLC | 136089 | $1.27B | $1.27B | 10 | 2026-03-31 | → |
| 949 | METZLER-PAYDEN, LLC | 108870 | $1.26B | $1.26B | 187 | 2026-03-31 | → |
| 950 | PROFESSIONAL ADVISORY SERVICES INC | 105397 | $1.26B | $1.26B | 13 | 2026-03-31 | → |
| 951 | WEBS CREEK CAPITAL MANAGEMENT LP | 301259 | $1.25B | $1.25B | 9 | 2026-04-30 | → |
| 952 | JAMES J. BURNS & COMPANY, LLC | 140452 | $1.25B | $1.25B | 17 | 2026-03-31 | → |
| 953 | ONE WEALTH ADVISORS, LLC | 170910 | $1.25B | $1.25B | 13 | 2026-03-31 | → |
| 954 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | 156290 | $1.25B | $1.25B | 12 | 2026-04-30 | → |
| 955 | GILMAN HILL ASSET MANAGEMENT, LLC | 143970 | $1.24B | $1.24B | 10 | 2026-03-31 | → |
| 956 | FWL INVESTMENT MANAGEMENT, LLC | 174119 | $1.24B | $1.24B | 7 | 2026-03-31 | → |
| 957 | KORE ADVISORS LP | 159663 | $1.24B | $1.24B | 15 | 2026-03-31 | → |
| 958 | SIVIA CAPITAL PARTNERS, LLC | 170413 | $1.24B | $1.24B | 5 | 2026-06-30 | → |
| 959 | ARLINGTON FINANCIAL ADVISORS, LLC | 283288 | $1.24B | $1.24B | 16 | 2026-02-28 | → |
| 960 | WEALTH DIMENSIONS GROUP, LTD. | 107618 | $1.24B | $1.24B | 21 | 2026-03-31 | → |
| 961 | M FINANCIAL ASSET MANAGEMENT, INC. | 136694 | $1.23B | $1.23B | 5 | 2026-03-31 | → |
| 962 | THREE SEASONS WEALTH | 326517 | $1.23B | $1.23B | 14 | 2026-03-31 | → |
| 963 | BWCP, LP | 305638 | $1.23B | $1.23B | 11 | 2026-03-31 | → |
| 964 | SC&H FINANCIAL ADVISORS, INC. | 120666 | $1.23B | $1.23B | 24 | 2026-02-28 | → |
| 965 | PREMIER PATH WEALTH PARTNERS, LLC | 325300 | $1.22B | $1.22B | 8 | 2026-05-31 | → |
| 966 | SANFORD C. BERNSTEIN & CO., LLC | 104474 | $1.22B | $1.22B | 0 | 2026-03-31 | → |
| 967 | DE GROOTE FINANCIAL GROUP, LLC | 168178 | $1.22B | $1.22B | 9 | 2026-05-31 | → |
| 968 | FIELDER CAPITAL GROUP LLC | 156737 | $1.21B | $1.21B | 11 | 2026-03-31 | → |
| 969 | HAMILTON POINT INVESTMENT ADVISORS, LLC | 144534 | $1.21B | $1.21B | 12 | 2026-03-31 | → |
| 970 | AUTUMN LANE ADVISORS, LLC | 173624 | $1.20B | $1.20B | 7 | 2026-02-28 | → |
| 971 | BREAKOUT CAPITAL PARTNERS LP | 321224 | $1.20B | $1.20B | 16 | 2026-03-31 | → |
| 972 | CCG WEALTH MANAGEMENT, LLC | 296985 | $1.20B | $1.20B | 64 | 2026-06-30 | → |
| 973 | SILVERBACK ASSET MANAGEMENT, LLC | 141407 | $1.19B | $1.19B | 12 | 2026-03-31 | → |
| 974 | RAM INVESTMENT PARTNERS, LLC | 161077 | $1.19B | $1.19B | 20 | 2026-03-31 | → |
| 975 | ASPIRE GROWTH PARTNERS LLC | 312063 | $1.19B | $1.19B | 5 | 2026-06-30 | → |
| 976 | SACHEM HILL LLC | 174210 | $1.18B | $1.18B | 8 | 2026-03-31 | → |
| 977 | CRUMLY AND ASSOCIATES, INCORPORATED | 168998 | $1.18B | $1.18B | 12 | 2026-06-30 | → |
| 978 | CRUSONIA WEALTH ADVISORS LLC | 330057 | $1.18B | $1.18B | 20 | 2026-03-31 | → |
| 979 | DEERFIELD FINANCIAL ADVISORS, INC. | 104964 | $1.18B | $1.18B | 14 | 2026-03-31 | → |
| 980 | SIGNET FINANCIAL MANAGEMENT, LLC | 105310 | $1.18B | $1.18B | 17 | 2026-03-31 | → |
| 981 | PORTLAND GLOBAL ADVISORS LLC | 109127 | $1.17B | $1.17B | 13 | 2026-03-31 | → |
| 982 | BRAND ASSET MANAGEMENT GROUP, INC. | 106162 | $1.17B | $1.17B | 22 | 2026-02-28 | → |
| 983 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 150529 | $1.17B | $1.17B | 20 | 2026-03-31 | → |
| 984 | L & S ADVISORS, INC | 140923 | $1.16B | $1.16B | 15 | 2026-06-30 | → |
| 985 | FORTIS CAPITAL MANAGEMENT LLC | 172198 | $1.16B | $1.16B | 22 | 2026-04-30 | → |
| 986 | SAROFIM REALTY ADVISORS LLC | 106931 | $1.16B | $1.16B | 7 | 2026-05-31 | → |
| 987 | TOTH FINANCIAL ADVISORY CORP | 104952 | $1.15B | $1.15B | 18 | 2026-03-31 | → |
| 988 | CVFG LLC | 325310 | $1.15B | $1.15B | 11 | 2026-05-31 | → |
| 989 | GENERATION CAPITAL MANAGEMENT LLC | 128523 | $1.15B | $1.15B | 4 | 2026-03-31 | → |
| 990 | COOPER/HAIMS ADVISORS, LLC | 124122 | $1.15B | $1.15B | 19 | 2026-04-30 | → |
| 991 | KFG WEALTH MANAGEMENT, LLC | 128606 | $1.15B | $1.15B | 113 | 2026-03-31 | → |
| 992 | ATLAS CAPITAL ADVISORS INC. | 127036 | $1.15B | $1.15B | 10 | 2026-03-31 | → |
| 993 | MARK ASSET MANAGEMENT LP | 105691 | $1.14B | $1.14B | 9 | 2026-04-30 | → |
| 994 | IGNITE PLANNERS LLC | 289797 | $1.14B | $1.14B | 38 | 2026-05-31 | → |
| 995 | PROVIDENT INVESTMENT MANAGEMENT, INC. | 106976 | $1.13B | $1.13B | 10 | 2026-06-30 | → |
| 996 | SCOTT CAPITAL ADVISORS, LLC | 307980 | $1.13B | $1.13B | 9 | 2026-02-28 | → |
| 997 | INSIGHT WEALTH PARTNERS, LLC | 153635 | $1.12B | $1.12B | 16 | 2026-03-31 | → |
| 998 | BLACKROCK REALTY ADVISORS INC | 109457 | $1.12B | $1.12B | 56 | 2026-06-30 | → |
| 999 | WEALTHPLAN PARTNERS, LLC | 305026 | $1.12B | $1.12B | 56 | 2026-02-28 | → |
| 1000 | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 309387 | $1.11B | $1.11B | 10 | 2026-04-30 | → |
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