Research Report · 2026-06-30
Registered Investment Advisers with Non-US Clients
SEC-registered investment advisers that report non-US clients, ranked by AUM.
Firms
1,000
Total AUM
$68.47T
Median AUM
$3.24B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $93.47B | $93.47B | 157 | 2026-06-30 | → |
| 102 | ASSETMARK, INC. | 109018 | $91.76B | $91.76B | 859 | 2026-05-31 | → |
| 103 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $86.27B | $86.27B | 690 | 2025-01-31 | → |
| 104 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $85.67B | $85.67B | 367 | 2026-04-30 | → |
| 105 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $85.59B | $85.59B | 155 | 2026-06-30 | → |
| 106 | KESTRA ADVISORY SERVICES, LLC | 283330 | $79.80B | $79.80B | 1,359 | 2026-06-30 | → |
| 107 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $78.94B | $78.94B | 496 | 2026-05-31 | → |
| 108 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $78.52B | $78.52B | 377 | 2026-05-31 | → |
| 109 | TRUIST ADVISORY SERVICES, INC. | 283390 | $77.39B | $77.39B | 2,461 | 2026-06-30 | → |
| 110 | RBC ROCHDALE, LLC | 117198 | $72.96B | $72.96B | 269 | 2026-05-31 | → |
| 111 | MEEDER PUBLIC FUNDS, INC. | 106816 | $70.16B | $70.16B | 77 | 2026-06-30 | → |
| 112 | BETTERMENT LLC | 149117 | $69.52B | $69.52B | 794 | 2026-06-30 | → |
| 113 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $69.23B | $69.23B | 186 | 2026-03-31 | → |
| 114 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $68.60B | $68.60B | 569 | 2026-04-30 | → |
| 115 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $67.84B | $67.84B | 610 | 2026-06-30 | → |
| 116 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $66.46B | $66.46B | 90 | 2026-06-30 | → |
| 117 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
| 118 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $65.44B | $65.44B | 157 | 2026-05-31 | → |
| 119 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $64.84B | $64.84B | 305 | 2026-06-30 | → |
| 120 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $64.28B | $64.28B | 492 | 2026-03-31 | → |
| 121 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $62.24B | $62.24B | 103 | 2026-03-31 | → |
| 122 | EAGLE ASSET MANAGEMENT INC | 110653 | $60.65B | $60.65B | 77 | 2026-06-30 | → |
| 123 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $56.28B | $56.28B | 413 | 2026-03-31 | → |
| 124 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $56.01B | $56.01B | 7,036 | 2026-06-30 | → |
| 125 | BEACON POINTE ADVISORS, LLC | 119290 | $54.87B | $54.87B | 780 | 2026-05-31 | → |
| 126 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $54.45B | $54.45B | 219 | 2026-03-31 | → |
| 127 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $54.28B | $54.28B | 88 | 2026-03-31 | → |
| 128 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $52.78B | $52.78B | 177 | 2026-03-31 | → |
| 129 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $52.10B | $52.10B | 562 | 2026-05-31 | → |
| 130 | CWM, LLC | 155344 | $50.58B | $50.58B | 1,416 | 2026-06-30 | → |
| 131 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $49.85B | $49.85B | 33 | 2026-03-31 | → |
| 132 | AE WEALTH MANAGEMENT, LLC | 282580 | $49.84B | $49.84B | 630 | 2026-06-30 | → |
| 133 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $49.31B | $49.31B | 133 | 2026-04-30 | → |
| 134 | WEALTHFRONT ADVISERS LLC | 148456 | $47.73B | $47.73B | 432 | 2026-05-31 | → |
| 135 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $46.11B | $46.11B | 2,278 | 2025-03-31 | → |
| 136 | EP WEALTH ADVISORS, LLC. | 111147 | $45.15B | $45.15B | 618 | 2026-04-30 | → |
| 137 | PRIVATE ADVISOR GROUP, LLC | 155216 | $44.33B | $44.33B | 674 | 2026-06-30 | → |
| 138 | CALAMOS ADVISORS LLC | 105758 | $43.89B | $43.89B | 300 | 2026-04-30 | → |
| 139 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $43.54B | $43.54B | 170 | 2026-04-30 | → |
| 140 | NEWEDGE ADVISORS, LLC | 171351 | $43.21B | $43.21B | 1,073 | 2026-06-30 | → |
| 141 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $43.00B | $43.00B | 225 | 2026-03-31 | → |
| 142 | EARNEST PARTNERS LLC | 107926 | $42.61B | $42.61B | 47 | 2026-06-30 | → |
| 143 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $42.29B | $42.29B | 30 | 2026-04-30 | → |
| 144 | D.A. DAVIDSON & CO. | 199 | $41.84B | $41.84B | 990 | 2026-01-31 | → |
| 145 | ABRDN INC. | 111069 | $41.48B | $41.48B | 193 | 2026-03-31 | → |
| 146 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $40.94B | $40.94B | 278 | 2026-03-31 | → |
| 147 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $40.65B | $40.65B | 149 | 2026-04-30 | → |
| 148 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $40.52B | $40.52B | 122 | 2026-06-30 | → |
| 149 | CALVERT RESEARCH AND MANAGEMENT | 285127 | $40.26B | $40.26B | 64 | 2026-03-31 | → |
| 150 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $39.36B | $39.36B | 134 | 2026-03-31 | → |
| 151 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $39.14B | $39.14B | 460 | 2026-06-30 | → |
| 152 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $38.82B | $38.82B | 405 | 2026-05-31 | → |
| 153 | JARISLOWSKY, FRASER LIMITED | 107390 | $38.23B | $38.23B | 225 | 2025-05-31 | → |
| 154 | FIRST MANHATTAN CO. LLC | 325281 | $38.09B | $38.09B | 147 | 2026-04-30 | → |
| 155 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20472 | $37.93B | $37.93B | 1,293 | 2026-04-30 | → |
| 156 | OSAIC FA, INC. | 3978 | $37.13B | $37.13B | 1,607 | 2025-01-31 | → |
| 157 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 158 | 55I, LLC | 286620 | $36.74B | $36.74B | 86 | 2026-06-30 | → |
| 159 | OPPENHEIMER & CO. INC. | 249 | $36.71B | $36.71B | 2,806 | 2026-06-30 | → |
| 160 | SCOUT INVESTMENTS, INC. | 111787 | $36.57B | $36.57B | 53 | 2026-05-31 | → |
| 161 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $36.11B | $36.11B | 128 | 2026-03-31 | → |
| 162 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $35.80B | $35.80B | 45 | 2026-03-31 | → |
| 163 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $35.69B | $35.69B | 151 | 2026-05-31 | → |
| 164 | FAYEZ SAROFIM & CO., LLC | 106584 | $35.07B | $35.07B | 54 | 2026-05-31 | → |
| 165 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | $35.05B | $35.05B | 70 | 2026-03-31 | → |
| 166 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $34.91B | $34.91B | 95 | 2026-03-31 | → |
| 167 | SANCTUARY ADVISORS, LLC | 226606 | $34.88B | $34.88B | 770 | 2026-06-30 | → |
| 168 | WEALTHSPIRE ADVISORS LLC | 106181 | $34.32B | $34.32B | 397 | 2026-04-30 | → |
| 169 | CLEARSTEAD ADVISORS, LLC | 105674 | $33.88B | $33.88B | 280 | 2026-03-31 | → |
| 170 | ALLWORTH FINANCIAL, L.P. | 111167 | $33.55B | $33.55B | 493 | 2026-03-31 | → |
| 171 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $33.52B | $33.52B | 549 | 2026-06-30 | → |
| 172 | BNY MELLON ADVISORS, INC. | 106108 | $33.48B | $33.48B | 66 | 2026-05-31 | → |
| 173 | HARDING LOEVNER LP | 104543 | $32.06B | $32.06B | 104 | 2026-03-31 | → |
| 174 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $31.50B | $31.50B | 110 | 2026-06-30 | → |
| 175 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $31.28B | $31.28B | 68 | 2026-06-30 | → |
| 176 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $30.51B | $30.51B | 249 | 2026-03-31 | → |
| 177 | PNC WEALTH MANAGEMENT | 129052 | $30.27B | $30.27B | 1,713 | 2026-06-30 | → |
| 178 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $30.25B | $30.25B | 30 | 2026-03-31 | → |
| 179 | DAVIS SELECTED ADVISERS LP | 108674 | $30.12B | $30.12B | 121 | 2026-03-31 | → |
| 180 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | $30.11B | $30.11B | 180 | 2026-03-31 | → |
| 181 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $29.73B | $29.73B | 137 | 2026-05-31 | → |
| 182 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $29.38B | $29.38B | 120 | 2026-05-31 | → |
| 183 | VALIC FINANCIAL ADVISORS, INC. | 42803 | $29.22B | $29.22B | 1,647 | 2026-05-31 | → |
| 184 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $29.01B | $29.01B | 51 | 2026-03-31 | → |
| 185 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $28.66B | $28.66B | 37 | 2026-03-31 | → |
| 186 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $28.64B | $28.64B | 35 | 2026-03-31 | → |
| 187 | SAGE ADVISORY SERVICES LTD CO | 106236 | $28.43B | $28.43B | 58 | 2026-03-31 | → |
| 188 | FRED ALGER MANAGEMENT, LLC | 106750 | $26.14B | $26.14B | 98 | 2026-05-31 | → |
| 189 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $26.04B | $26.04B | 131 | 2026-04-30 | → |
| 190 | FEDERATED MDTA LLC | 109355 | $25.95B | $25.95B | 21 | 2026-05-31 | → |
| 191 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $25.85B | $25.85B | 8 | 2025-12-31 | → |
| 192 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $25.84B | $25.84B | 165 | 2025-12-31 | → |
| 193 | EAGLE STRATEGIES LLC | 110826 | $25.40B | $25.40B | 2,804 | 2026-03-31 | → |
| 194 | LPL ENTERPRISE, LLC | 8733 | $24.94B | $24.94B | 5,215 | 2026-03-31 | → |
| 195 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.79B | $24.79B | 422 | 2026-03-31 | → |
| 196 | DAVENPORT & COMPANY LLC | 1588 | $24.70B | $24.70B | 525 | 2026-06-30 | → |
| 197 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $24.65B | $24.65B | 289 | 2026-06-30 | → |
| 198 | FIRST COMMAND ADVISORY SERVICES | 281958 | $24.43B | $24.43B | 1,787 | 2026-06-30 | → |
| 199 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $24.40B | $24.40B | 61 | 2026-03-31 | → |
| 200 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
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