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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
← PreviousPage 7 of 10 · 1,000 firmsNext →
Rank↕Firm NameCRD↕AUM↕AUM↕Employees↕Latest Filing
601CHESLEY, TAFT & ASSOCIATES, LLC111578$3.01B$3.01B182026-03-31→
602HERITAGE FINANCIAL SERVICES, LLC127268$2.99B$2.99B492025-11-30→
603SOL CAPITAL MANAGEMENT CO110226$2.98B$2.98B302025-07-31→
604MONTAG A & ASSOCIATES INC105756$2.97B$2.97B302026-03-31→
605IMPACT PARTNERSHIP WEALTH, LLC313928$2.96B$2.96B1002026-03-31→
606PARCION PRIVATE WEALTH LLC305115$2.95B$2.95B282026-03-31→
607MANE GLOBAL CAPITAL MANAGEMENT LP311912$2.94B$2.94B202026-03-31→
608SJS INVESTMENT CONSULTING INC107219$2.94B$2.94B252026-06-30→
609COBBLESTONE CAPITAL ADVISORS, LLC108023$2.93B$2.93B432025-12-31→
610WINDSOR ADVISORY GROUP, LLC122266$2.92B$2.92B222026-03-31→
611CAMBIAR INVESTORS, LLC115093$2.92B$2.92B282026-03-31→
612BEDEL FINANCIAL CONSULTING INC105653$2.92B$2.92B282026-04-30→
613TRANSCEND CAPITAL ADVISORS, LLC299723$2.91B$2.91B392026-03-31→
614POINT OLEMA CAPITAL PARTNERS, L.P.304303$2.91B$2.91B92026-03-31→
615ASSET MANAGEMENT ONE USA INC.108982$2.90B$2.90B322026-05-31→
616FORT POINT CAPITAL PARTNERS LLC146759$2.89B$2.89B322026-03-31→
617SMITH, SALLEY & ASSOCIATES, LLC129614$2.89B$2.89B182026-05-31→
618GLADIUS CAPITAL MANAGEMENT LP152023$2.88B$2.88B142026-03-31→
619MAN INVESTMENT PARTNERS (US) LP282371$2.88B$2.88B512026-05-31→
620ELECTRIC CAPITAL PARTNERS, LLC296943$2.88B$2.88B302026-03-31→
621REGAL INVESTMENT ADVISORS LLC125004$2.88B$2.88B1312026-05-31→
622LM ADVISORS LLC153940$2.88B$2.88B222026-03-31→
623ROCKWOOD WEALTH MANAGEMENT, LLC137481$2.87B$2.87B542026-05-31→
624MELQART ASSET MANAGEMENT (UK) LIMITED287888$2.87B$2.87B232026-02-28→
625CAPSTONE FINANCIAL ADVISORS INC109341$2.87B$2.87B302026-03-31→
626HOLLENCREST CAPITAL MANAGEMENT, LLC46217$2.87B$2.87B192026-06-30→
627WATERS, PARKERSON & CO., LLC3711$2.86B$2.86B122026-05-31→
628COOPER FINANCIAL GROUP111458$2.85B$2.85B532026-06-30→
629KEY FINANCIAL, INC.116240$2.84B$2.84B362026-03-31→
630MANCHESTER CAPITAL MANAGEMENT LLC110003$2.83B$2.83B382026-03-31→
631BASSWOOD CAPITAL MANAGEMENT, L.L.C.138032$2.83B$2.83B162026-03-31→
632KAWA CAPITAL MANAGEMENT, INC.157780$2.82B$2.82B532026-06-30→
633CORDOBA ADVISORY PARTNERS LLC310199$2.81B$2.81B112026-03-31→
634STRATEGIC FINANCIAL SERVICES, INC.109677$2.81B$2.81B392026-03-31→
635WESTERN ASSET MANAGEMENT COMPANY PTE LTD142188$2.80B$2.80B92026-06-30→
636FIRST ENDOWMENT DEVELOPMENT CORP105335$2.80B$2.80B162026-05-31→
637CSFC MANAGEMENT COMPANY, LLC161372$2.80B$2.80B352026-03-31→
638BERKSHIRE ASSET MANAGEMENT, LLC145463$2.79B$2.79B112026-03-31→
639BARWICK & PARTNERS, INC.174336$2.77B$2.77B22026-02-28→
640A16Z PERENNIAL MANAGEMENT, L.P.324429$2.75B$2.75B262026-05-31→
641SERONE CAPITAL MANAGEMENT LLP174288$2.73B$2.73B412026-03-31→
642ARS INVESTMENT PARTNERS, LLC5845$2.71B$2.71B182026-04-30→
643GIVERNY CAPITAL INC.130640$2.70B$2.70B312026-06-30→
644SAGEWOOD ASSET MANAGEMENT LP281548$2.70B$2.70B72026-03-31→
645PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY173995$2.67B$2.67B372026-03-31→
646ROCK HARBOR PARTNERS LLC322545$2.67B$2.67B42026-03-31→
647TOMS CAPITAL INVESTMENT MANAGEMENT LP291362$2.66B$2.66B212026-06-30→
648OSBORNE PARTNERS CAPITAL MANAGEMENT LLC108100$2.65B$2.65B182026-05-31→
649FOSTER VICTOR WEALTH ADVISORS, LLC283656$2.64B$2.64B422026-03-31→
650THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC172470$2.64B$2.64B592026-06-30→
651POPULAR SECURITIES, LLC8096$2.62B$2.62B912026-03-31→
652QUINN OPPORTUNITY PARTNERS LLC167470$2.61B$2.61B22026-04-30→
653TRADITION WEALTH MANAGEMENT LLC128314$2.60B$2.60B322026-06-30→
654CHECCHI CAPITAL ADVISERS, LLC143478$2.59B$2.59B292026-03-31→
655WESTERN ASSET MANAGEMENT COMPANY LTD143388$2.58B$2.58B62025-12-31→
656DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.121560$2.58B$2.58B192026-03-31→
657ICON WEALTH ADVISORS, LLC319609$2.58B$2.58B222026-04-30→
658INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC144426$2.57B$2.57B1242026-01-31→
659HOWARD CAPITAL MANAGEMENT GROUP, LLC310510$2.56B$2.56B122026-03-31→
660GLASSMAN WEALTH SERVICES, LLC151478$2.56B$2.56B212026-04-30→
661SSI INVESTMENT MANAGEMENT LLC104889$2.55B$2.55B252026-03-31→
662UNIFI ASSET MANAGEMENT LP330942$2.54B$2.54B162026-06-30→
663VALIDUS CAPITAL LLC319212$2.54B$2.54B182026-03-31→
664STRATEGIC BLUEPRINT, LLC284840$2.54B$2.54B562026-05-31→
665CKW FINANCIAL GROUP, LLC152116$2.53B$2.53B72026-03-31→
666FIDUCIARY ALLIANCE LLC284924$2.53B$2.53B762026-06-30→
667ARCUS CAPITAL PARTNERS, LLC147346$2.51B$2.51B152026-03-31→
668MAIN STREET FINANCIAL SOLUTIONS, LLC305834$2.51B$2.51B412026-03-31→
669HILLTOP SECURITIES INC.6220$2.51B$2.51B922026-03-31→
670AZORA CAPITAL LP287621$2.50B$2.50B162026-03-31→
671PERENNIAL INVESTMENT ADVISORS, LLC286477$2.50B$2.50B712026-03-31→
672WARWICK INVESTMENT MANAGEMENT, INC.105951$2.48B$2.48B92026-06-30→
673LVW ADVISORS, LLC159403$2.47B$2.47B192026-03-31→
674GROVE POINT ADVISORS, LLC313171$2.47B$2.47B3892025-07-31→
675OXBOW ADVISORS, LLC156393$2.46B$2.46B132026-06-30→
676SHUFRO, ROSE & CO., LLC3403$2.46B$2.46B272026-04-30→
677JAFFE TILCHIN INVESTMENT PARTNERS, LLC143608$2.45B$2.45B392026-05-31→
678MICHAUD CAPITAL MANAGEMENT LLC159828$2.44B$2.44B192026-03-31→
679GRYPHON FINANCIAL PARTNERS, LLC288210$2.44B$2.44B312026-06-30→
6803650 REIT INVESTMENT MANAGEMENT LLC286013$2.43B$2.43B162026-03-31→
681REQUISITE CAPITAL MANAGEMENT LLC283107$2.43B$2.43B112026-03-31→
682SENTRY ADVISORS, LLC174042$2.41B$2.41B42026-03-31→
683OXFORD FINANCE ADVISORS, LLC304433$2.41B$2.41B842026-03-31→
684FULTON BREAKEFIELD BROENNIMAN,LLC108967$2.39B$2.39B212026-03-31→
685PARADIGM CAPITAL MANAGEMENT, INC.107982$2.38B$2.38B122026-03-31→
686CHECK CAPITAL MANAGEMENT INC107058$2.37B$2.37B122026-03-31→
687KEYSTONE FINANCIAL GROUP, LLC170201$2.34B$2.34B492026-03-31→
688CALLAN CAPITAL, LLC142527$2.33B$2.33B212025-03-31→
689SENTRY, LLC150593$2.33B$2.33B42026-03-31→
690SUMMIT FINANCIAL STRATEGIES INC110112$2.31B$2.31B352026-02-28→
691A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC8361$2.30B$2.30B3202026-06-30→
692VERUS CAPITAL PARTNERS, LLC151568$2.29B$2.29B682026-03-31→
693CORNERSTONE MANAGEMENT, INC.125828$2.29B$2.29B192026-03-31→
694LAZARD ASSET MANAGEMENT (CANADA)INC106340$2.28B$2.28B02026-03-31→
695MONECO ADVISORS, LLC171922$2.28B$2.28B662026-06-30→
696STONEBRIDGE FINANCIAL GROUP, LLC327529$2.28B$2.28B292026-03-31→
697J.DEREK LEWIS & ASSOCIATES, INC.122307$2.28B$2.28B102026-05-31→
698WARATAH CAPITAL ADVISORS LTD.173867$2.27B$2.27B432026-03-31→
699COLISEUM CAPITAL MANAGEMENT, LLC158120$2.27B$2.27B152026-03-31→
700FOCUSED WEALTH MANAGEMENT, INC.154828$2.27B$2.27B192026-03-31→

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Sleeve1,000 firms · 2026-06-30