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 | |
|---|---|---|---|---|---|---|---|
| 801 | CAIUS CAPITAL LLP | 285187 | $1.75B | $1.75B | 18 | 2026-06-30 | → |
| 802 | INTRUA FINANCIAL LLC | 281554 | $1.75B | $1.75B | 53 | 2026-05-31 | → |
| 803 | SWIFT CREEK REAL ESTATE PARTNERS LLC | 329614 | $1.74B | $1.74B | 13 | 2026-06-30 | → |
| 804 | MERIDIAN WEALTH ADVISORS, LLC | 282609 | $1.74B | $1.74B | 12 | 2026-04-30 | → |
| 805 | WBH ADVISORY, INC. | 105289 | $1.74B | $1.74B | 16 | 2026-04-30 | → |
| 806 | RW INVESTMENT MANAGEMENT LLC | 282707 | $1.73B | $1.73B | 20 | 2026-03-31 | → |
| 807 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | $1.71B | $1.71B | 21 | 2026-03-31 | → |
| 808 | SEELAUS ASSET MANAGEMENT, LLC | 149582 | $1.70B | $1.70B | 29 | 2026-03-31 | → |
| 809 | NORTH PEAK CAPITAL MANAGEMENT, LLC | 294042 | $1.70B | $1.70B | 7 | 2026-03-31 | → |
| 810 | GILBERT & COOK, INC. | 283112 | $1.70B | $1.70B | 32 | 2026-06-30 | → |
| 811 | PARSIFAL CAPITAL MANAGEMENT, LP | 299858 | $1.69B | $1.69B | 11 | 2026-03-31 | → |
| 812 | CRA FINANCIAL SERVICES, L.L.C. | 124004 | $1.69B | $1.69B | 14 | 2026-05-31 | → |
| 813 | PETREDIS INVESTMENT ADVISORS LLC | 322371 | $1.69B | $1.69B | 10 | 2026-03-31 | → |
| 814 | CLEARWATER CAPITAL ADVISORS, LLC | 139886 | $1.68B | $1.68B | 23 | 2026-05-31 | → |
| 815 | WEATHERLY ASSET MANAGEMENT LP | 106935 | $1.68B | $1.68B | 16 | 2026-02-28 | → |
| 816 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | $1.67B | $1.67B | 24 | 2026-05-31 | → |
| 817 | ORANGE INVESTMENT ADVISORS, INC. | 107387 | $1.67B | $1.67B | 18 | 2026-03-31 | → |
| 818 | FORA CAPITAL, LLC | 295393 | $1.67B | $1.67B | 8 | 2026-03-31 | → |
| 819 | PHILOSOPHY CAPITAL MANAGEMENT LLC | 308425 | $1.66B | $1.66B | 8 | 2026-03-31 | → |
| 820 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 128199 | $1.66B | $1.66B | 14 | 2026-03-31 | → |
| 821 | LEVIN CAPITAL STRATEGIES, L.P. | 137147 | $1.66B | $1.66B | 14 | 2026-03-31 | → |
| 822 | QUATTRO FINANCIAL ADVISORS LLC | 284852 | $1.66B | $1.66B | 3 | 2026-03-31 | → |
| 823 | JOURNEY ADVISORY GROUP, LLC | 171919 | $1.65B | $1.65B | 31 | 2026-06-30 | → |
| 824 | LPC REALTY ADVISORS I, LLC | 112175 | $1.65B | $1.65B | 9 | 2026-03-31 | → |
| 825 | PERSONAL CFO SOLUTIONS LLC | 158248 | $1.65B | $1.65B | 18 | 2026-03-31 | → |
| 826 | PARK PRESIDIO CAPITAL LLC | 168954 | $1.65B | $1.65B | 8 | 2026-03-31 | → |
| 827 | LYELL WEALTH MANAGEMENT LP | 283521 | $1.65B | $1.65B | 11 | 2026-03-31 | → |
| 828 | STEEL GROVE CAPITAL ADVISORS, LLC | 115231 | $1.64B | $1.64B | 13 | 2026-03-31 | → |
| 829 | AVEO CAPITAL PARTNERS, LLC | 157728 | $1.64B | $1.64B | 27 | 2025-04-30 | → |
| 830 | ARDSLEY ADVISORY PARTNERS LP | 301116 | $1.64B | $1.64B | 11 | 2026-05-31 | → |
| 831 | WEALHOUSE CAPITAL LIMITED PARTNERSHIP | 282931 | $1.63B | $1.63B | 16 | 2026-02-28 | → |
| 832 | INTREPID CAPITAL MANAGEMENT INC | 108516 | $1.62B | $1.62B | 16 | 2026-05-31 | → |
| 833 | PASADENA PRIVATE WEALTH, LLC | 295178 | $1.62B | $1.62B | 19 | 2026-05-31 | → |
| 834 | MOMENTUM INDEPENDENT NETWORK INC. | 17587 | $1.61B | $1.61B | 97 | 2026-03-31 | → |
| 835 | SILVERARC CAPITAL MANAGEMENT, LLC | 304220 | $1.61B | $1.61B | 9 | 2026-03-31 | → |
| 836 | NAVITER WEALTH, LLC | 311508 | $1.60B | $1.60B | 15 | 2026-05-31 | → |
| 837 | PROMUS CAPITAL, LLC | 147597 | $1.60B | $1.60B | 28 | 2025-05-31 | → |
| 838 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | 165689 | $1.60B | $1.60B | 39 | 2026-04-30 | → |
| 839 | MEANS INVESTMENT CO., INC. | 2748 | $1.59B | $1.59B | 24 | 2026-03-31 | → |
| 840 | DURATION ASSET MANAGEMENT, LLC | 298651 | $1.58B | $1.58B | 3 | 2026-03-31 | → |
| 841 | KAVAR CAPITAL PARTNERS GROUP, LLC | 311744 | $1.58B | $1.58B | 6 | 2026-03-31 | → |
| 842 | THRIVE WEALTH MANAGEMENT, LLC | 168777 | $1.58B | $1.58B | 15 | 2026-03-31 | → |
| 843 | INTELLECTUS PARTNERS, LLC | 173140 | $1.57B | $1.57B | 13 | 2026-05-31 | → |
| 844 | OAK THISTLE LLC | 299086 | $1.55B | $1.55B | 11 | 2026-05-31 | → |
| 845 | BURTON ENRIGHT WELCH | 118376 | $1.55B | $1.55B | 19 | 2026-03-31 | → |
| 846 | ROBLE, BELKO AND COMPANY, INC. | 123286 | $1.55B | $1.55B | 9 | 2026-03-31 | → |
| 847 | GLADSTONE CAPITAL MANAGEMENT LLP | 167646 | $1.55B | $1.55B | 17 | 2026-03-31 | → |
| 848 | PEKIN HARDY STRAUSS, INC. | 107310 | $1.55B | $1.55B | 19 | 2026-03-31 | → |
| 849 | ANNANDALE CAPITAL, LLC | 136667 | $1.55B | $1.55B | 5 | 2026-03-31 | → |
| 850 | TRITONPOINT WEALTH, LLC | 328398 | $1.55B | $1.55B | 15 | 2026-03-31 | → |
| 851 | YCG, LLC | 145769 | $1.54B | $1.54B | 9 | 2026-03-31 | → |
| 852 | ROMANO BROTHERS AND COMPANY | 3215 | $1.54B | $1.54B | 16 | 2026-02-28 | → |
| 853 | RWWM, INC. | 148221 | $1.54B | $1.54B | 8 | 2026-03-31 | → |
| 854 | WEALTHSTREAM ADVISORS, INC. | 129428 | $1.54B | $1.54B | 22 | 2025-03-31 | → |
| 855 | METEORA CAPITAL, LLC | 313378 | $1.54B | $1.54B | 16 | 2026-03-31 | → |
| 856 | BFSG, LLC | 143617 | $1.54B | $1.54B | 31 | 2026-06-30 | → |
| 857 | SEACREST WEALTH MANAGEMENT, LLC | 147092 | $1.53B | $1.53B | 47 | 2026-03-31 | → |
| 858 | TAMAR SECURITIES, LLC | 153991 | $1.52B | $1.52B | 22 | 2026-04-30 | → |
| 859 | ASCENT WEALTH PARTNERS, LLC | 158898 | $1.52B | $1.52B | 17 | 2026-03-31 | → |
| 860 | ANCHOR INVESTMENT MANAGEMENT, LLC | 135296 | $1.52B | $1.52B | 17 | 2026-03-31 | → |
| 861 | DRIVE WEALTH MANAGEMENT, LLC | 174728 | $1.50B | $1.50B | 17 | 2026-04-30 | → |
| 862 | STONY POINT CAPITAL LLC | 283066 | $1.49B | $1.49B | 5 | 2026-03-31 | → |
| 863 | W.G.SHAHEEN & ASSOCIATES,LTD. | 117307 | $1.49B | $1.49B | 12 | 2026-03-31 | → |
| 864 | ARCHFORD CAPITAL STRATEGIES, LLC | 164482 | $1.49B | $1.49B | 45 | 2026-04-30 | → |
| 865 | ISO-MTS CAPITAL MANAGEMENT LP | 322648 | $1.49B | $1.49B | 6 | 2026-03-31 | → |
| 866 | SPARTAN WEALTH ADVISORY SERVICES LLC | 331719 | $1.48B | $1.48B | 31 | 2026-05-31 | → |
| 867 | QUANTUM FINANCIAL ADVISORS, LLC | 317386 | $1.48B | $1.48B | 16 | 2026-06-30 | → |
| 868 | KIMELMAN & BAIRD, LLC | 2440 | $1.48B | $1.48B | 9 | 2026-04-30 | → |
| 869 | DENDUR CAPITAL LP | 300823 | $1.46B | $1.46B | 9 | 2026-03-31 | → |
| 870 | MARTEL WEALTH ADVISORS INC | 296896 | $1.46B | $1.46B | 13 | 2026-01-31 | → |
| 871 | BROOKLANDS FUND MANAGEMENT LIMITED | 286221 | $1.46B | $1.46B | 13 | 2026-03-31 | → |
| 872 | NICHOLAS INVESTMENT PARTNERS, L.P. | 140159 | $1.45B | $1.45B | 12 | 2026-03-31 | → |
| 873 | APOLLON FINANCIAL, LLC | 321217 | $1.45B | $1.45B | 29 | 2026-06-30 | → |
| 874 | SPIREPOINT PRIVATE CLIENT, LLC | 327350 | $1.44B | $1.44B | 10 | 2026-06-30 | → |
| 875 | JGP WEALTH MANAGEMENT, LLC | 290694 | $1.43B | $1.43B | 23 | 2026-02-28 | → |
| 876 | TRUE PRIVATE WEALTH ADVISORS, LLC | 164947 | $1.43B | $1.43B | 22 | 2026-05-31 | → |
| 877 | NOTTINGHAM ADVISORS INC. | 104928 | $1.43B | $1.43B | 11 | 2026-03-31 | → |
| 878 | IRONSIDES ASSET ADVISORS, LLC | 161683 | $1.42B | $1.42B | 3 | 2026-02-28 | → |
| 879 | MBL WEALTH, LLC | 305176 | $1.42B | $1.42B | 14 | 2026-03-31 | → |
| 880 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 118739 | $1.41B | $1.41B | 26 | 2025-03-31 | → |
| 881 | SOUDERS FINANCIAL ADVISORS, LLC | 296780 | $1.41B | $1.41B | 21 | 2026-03-31 | → |
| 882 | CLARO ADVISORS INC. | 160294 | $1.41B | $1.41B | 37 | 2026-06-30 | → |
| 883 | CUMBERLAND INVESTMENT COUNSEL INC. | 110887 | $1.41B | $1.41B | 19 | 2025-12-31 | → |
| 884 | MARINO, STRAM AND ASSOCIATES LLC | 107768 | $1.41B | $1.41B | 19 | 2026-06-30 | → |
| 885 | TAURUS ASSET MANAGEMENT, LLC | 130930 | $1.40B | $1.40B | 8 | 2025-03-31 | → |
| 886 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | 139237 | $1.40B | $1.40B | 18 | 2026-06-30 | → |
| 887 | LAUREL OAK WEALTH MANAGEMENT, LLC | 336824 | $1.40B | $1.40B | 22 | 2026-06-30 | → |
| 888 | DOUBLE EAGLE FAMILY OFFICES, LLC | 315523 | $1.40B | $1.40B | 6 | 2026-06-30 | → |
| 889 | ACORN FINANCIAL ADVISORY SERVICES, INC. | 116763 | $1.40B | $1.40B | 11 | 2026-06-30 | → |
| 890 | FOURWORLD CAPITAL MANAGEMENT LLC | 284138 | $1.40B | $1.40B | 17 | 2026-05-31 | → |
| 891 | MATRIX ASSET ADVISORS INC | 107408 | $1.40B | $1.40B | 12 | 2026-03-31 | → |
| 892 | INSPIRION WEALTH ADVISORS, LLC | 165174 | $1.39B | $1.39B | 12 | 2026-03-31 | → |
| 893 | IRONVIEW CAPITAL MANAGEMENT, LLC | 150250 | $1.39B | $1.39B | 12 | 2026-03-31 | → |
| 894 | SPC FINANCIAL INC | 104618 | $1.39B | $1.39B | 33 | 2025-03-31 | → |
| 895 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | 282448 | $1.39B | $1.39B | 77 | 2025-03-31 | → |
| 896 | HAZLETT, BURT & WATSON, INC. | 396 | $1.39B | $1.39B | 20 | 2026-03-31 | → |
| 897 | DENALI ADVISORS, LLC | 110242 | $1.39B | $1.39B | 14 | 2026-03-31 | → |
| 898 | PANDI, LLC | 330112 | $1.38B | $1.38B | 20 | 2026-03-31 | → |
| 899 | SG CAPITAL MANAGEMENT LLC | 134471 | $1.38B | $1.38B | 10 | 2026-03-31 | → |
| 900 | MORGAN PROPERTIES SPECIAL SITUATIONS II LLC | 300795 | $1.37B | $1.37B | 20 | 2026-03-31 | → |
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