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 | |
|---|---|---|---|---|---|---|---|
| 201 | XPONANCE LLC | 111126 | $24.27B | $24.27B | 46 | 2026-04-30 | → |
| 202 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 203 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 204 | MERIT FINANCIAL GROUP, LLC | 142457 | $23.88B | $23.88B | 470 | 2026-06-30 | → |
| 205 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $23.44B | $23.44B | 51 | 2026-04-30 | → |
| 206 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $23.32B | $23.32B | 47 | 2026-03-31 | → |
| 207 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 208 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $22.98B | $22.98B | 164 | 2026-05-31 | → |
| 209 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.64B | $22.64B | 161 | 2026-06-30 | → |
| 210 | SUMMIT FINANCIAL, LLC | 299322 | $22.47B | $22.47B | 490 | 2026-03-31 | → |
| 211 | LINCOLN INVESTMENT PLANNING, LLC | 519 | $21.99B | $21.99B | 1,238 | 2026-04-30 | → |
| 212 | EDGEWOOD MANAGEMENT LLC | 106647 | $21.52B | $21.52B | 41 | 2026-03-31 | → |
| 213 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $21.33B | $21.33B | 129 | 2026-03-31 | → |
| 214 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $21.15B | $21.15B | 63 | 2026-04-30 | → |
| 215 | BAHL & GAYNOR INC | 106139 | $20.99B | $20.99B | 79 | 2026-02-28 | → |
| 216 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | $20.77B | $20.77B | 3,901 | 2026-04-30 | → |
| 217 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $19.94B | $19.94B | 94 | 2026-05-31 | → |
| 218 | NEWEDGE WEALTH, LLC | 307771 | $19.93B | $19.93B | 211 | 2026-04-30 | → |
| 219 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $19.78B | $19.78B | 103 | 2025-12-31 | → |
| 220 | PARK AVENUE SECURITIES LLC | 46173 | $19.58B | $19.58B | 2,073 | 2026-06-30 | → |
| 221 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | $18.92B | $18.92B | 493 | 2026-06-30 | → |
| 222 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $18.81B | $18.81B | 140 | 2026-03-31 | → |
| 223 | STRATOS WEALTH PARTNERS, LTD | 153184 | $18.65B | $18.65B | 618 | 2026-06-30 | → |
| 224 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $18.30B | $18.30B | 27 | 2026-03-31 | → |
| 225 | STEPHENS INC. | 3496 | $18.04B | $18.04B | 611 | 2026-06-30 | → |
| 226 | MERCURY ADVISORY, LLC | 308960 | $17.94B | $17.94B | 7 | 2026-05-31 | → |
| 227 | F/M INVESTMENTS LLC | 304405 | $17.74B | $17.74B | 83 | 2026-03-31 | → |
| 228 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $17.66B | $17.66B | 32 | 2026-03-31 | → |
| 229 | GEOWEALTH MANAGEMENT LLC | 148222 | $17.57B | $17.57B | 88 | 2026-03-31 | → |
| 230 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | $17.35B | $17.35B | 532 | 2026-06-30 | → |
| 231 | FIERA CAPITAL INC. | 113638 | $17.28B | $17.28B | 95 | 2026-03-31 | → |
| 232 | CAPITAL WEALTH PLANNING, LLC | 150764 | $17.25B | $17.25B | 30 | 2026-03-31 | → |
| 233 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | $17.23B | $17.23B | 251 | 2026-06-30 | → |
| 234 | PRINCIPAL SECURITIES, INC. | 1137 | $17.02B | $17.02B | 1,464 | 2026-03-31 | → |
| 235 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $16.66B | $16.66B | 33 | 2026-03-31 | → |
| 236 | GREAT LAKES ADVISORS, LLC | 110757 | $16.16B | $16.16B | 84 | 2026-05-31 | → |
| 237 | FARTHER FINANCE ADVISORS, LLC | 302050 | $16.01B | $16.01B | 571 | 2026-03-31 | → |
| 238 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $15.98B | $15.98B | 58 | 2026-04-30 | → |
| 239 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | $15.73B | $15.73B | 188 | 2026-06-30 | → |
| 240 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | $15.66B | $15.66B | 736 | 2026-03-31 | → |
| 241 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | $15.54B | $15.54B | 204 | 2026-04-30 | → |
| 242 | PFS INVESTMENTS INC. | 10111 | $15.54B | $15.54B | 3,992 | 2026-03-31 | → |
| 243 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.48B | $15.48B | 2,180 | 2026-06-30 | → |
| 244 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 245 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $15.13B | $15.13B | 205 | 2026-04-30 | → |
| 246 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $14.89B | $14.89B | 56 | 2026-03-31 | → |
| 247 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $14.73B | $14.73B | 17 | 2026-03-31 | → |
| 248 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 249 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $14.20B | $14.20B | 79 | 2026-03-31 | → |
| 250 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $14.09B | $14.09B | 39 | 2026-05-31 | → |
| 251 | ADVISOR PARTNERS II, LLC | 321633 | $13.91B | $13.91B | 26 | 2026-03-31 | → |
| 252 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $13.84B | $13.84B | 92 | 2026-03-31 | → |
| 253 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $13.76B | $13.76B | 26 | 2026-03-31 | → |
| 254 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.75B | $13.75B | 797 | 2026-03-31 | → |
| 255 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $13.70B | $13.70B | 100 | 2026-03-31 | → |
| 256 | FIRST HORIZON ADVISORS, INC | 17117 | $13.62B | $13.62B | 239 | 2025-07-31 | → |
| 257 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.45B | $13.45B | 211 | 2026-06-30 | → |
| 258 | ACORNS ADVISERS, LLC | 165926 | $13.39B | $13.39B | 302 | 2026-03-31 | → |
| 259 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $13.38B | $13.38B | 348 | 2026-03-31 | → |
| 260 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $12.97B | $12.97B | 31 | 2026-05-31 | → |
| 261 | STATE FARM INVESTMENT MANAGEMENT CORP. | 3487 | $12.94B | $12.94B | 7,930 | 2026-04-30 | → |
| 262 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | $12.93B | $12.93B | 624 | 2026-03-31 | → |
| 263 | CITIZENS SECURITIES, INC. | 39550 | $12.87B | $12.87B | 471 | 2026-04-30 | → |
| 264 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $12.77B | $12.77B | 193 | 2025-12-31 | → |
| 265 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $12.76B | $12.76B | 93 | 2026-03-31 | → |
| 266 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | $12.75B | $12.75B | 405 | 2026-03-31 | → |
| 267 | APPLETON PARTNERS, INC. | 110049 | $12.55B | $12.55B | 59 | 2026-03-31 | → |
| 268 | WESTWOOD MANAGEMENT CORP | 110269 | $12.46B | $12.46B | 95 | 2026-03-31 | → |
| 269 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $12.44B | $12.44B | 333 | 2025-09-30 | → |
| 270 | ROYCE & ASSOCIATES, LP | 107689 | $12.41B | $12.41B | 89 | 2026-02-28 | → |
| 271 | NEUBERGER BERMAN CANADA ULC | 284803 | $12.39B | $12.39B | 27 | 2026-04-30 | → |
| 272 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $12.27B | $12.27B | 48 | 2025-12-31 | → |
| 273 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $12.20B | $12.20B | 103 | 2026-03-31 | → |
| 274 | NORTHROCK PARTNERS, LLC | 167908 | $12.19B | $12.19B | 233 | 2026-03-31 | → |
| 275 | MAIRS AND POWER INC | 110351 | $12.14B | $12.14B | 60 | 2026-04-30 | → |
| 276 | GILDER GAGNON HOWE & CO. LLC | 2002 | $12.12B | $12.12B | 84 | 2026-03-31 | → |
| 277 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $11.94B | $11.94B | 105 | 2026-03-31 | → |
| 278 | SENTINEL PENSION ADVISORS, LLC | 109901 | $11.94B | $11.94B | 53 | 2026-05-31 | → |
| 279 | STONEBRIDGE ADVISORS LLC | 134017 | $11.83B | $11.83B | 15 | 2026-03-31 | → |
| 280 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $11.71B | $11.71B | 19 | 2026-03-31 | → |
| 281 | GAMCO ASSET MANAGEMENT INC. | 104950 | $11.69B | $11.69B | 120 | 2026-03-31 | → |
| 282 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $11.59B | $11.59B | 28 | 2026-04-30 | → |
| 283 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $11.58B | $11.58B | 64 | 2026-03-31 | → |
| 284 | FIDUCIARY MANAGEMENT, INC. | 109149 | $11.36B | $11.36B | 25 | 2026-06-30 | → |
| 285 | HECK CAPITAL ADVISORS, LLC | 143848 | $11.31B | $11.31B | 30 | 2026-03-31 | → |
| 286 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $11.29B | $11.29B | 159 | 2026-06-30 | → |
| 287 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $11.05B | $11.05B | 28 | 2026-03-31 | → |
| 288 | FIFTH THIRD SECURITIES, INC. | 628 | $10.92B | $10.92B | 13,533 | 2026-06-30 | → |
| 289 | MODERN WEALTH MANAGEMENT, LLC | 324624 | $10.90B | $10.90B | 253 | 2026-04-30 | → |
| 290 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $10.79B | $10.79B | 35 | 2026-06-30 | → |
| 291 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $10.79B | $10.79B | 221 | 2026-05-31 | → |
| 292 | GUARDIAN CAPITAL LP | 105078 | $10.68B | $10.68B | 90 | 2026-03-31 | → |
| 293 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $10.66B | $10.66B | 68 | 2026-06-30 | → |
| 294 | ADVISORY SERVICES NETWORK, LLC | 146051 | $10.60B | $10.60B | 268 | 2026-06-30 | → |
| 295 | COOKE & BIELER, L.P. | 113859 | $10.56B | $10.56B | 32 | 2026-03-31 | → |
| 296 | PINNACLE ASSOCIATES, LTD. | 110631 | $10.39B | $10.39B | 69 | 2026-03-31 | → |
| 297 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $10.25B | $10.25B | 182 | 2026-03-31 | → |
| 298 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $10.24B | $10.24B | 73 | 2026-03-31 | → |
| 299 | VALMARK ADVISERS INC | 108050 | $10.17B | $10.17B | 280 | 2026-06-30 | → |
| 300 | PLANMEMBER SECURITIES CORPORATION | 11869 | $10.12B | $10.12B | 429 | 2026-03-31 | → |
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