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 | |
|---|---|---|---|---|---|---|---|
| 301 | CHURCHILL MANAGEMENT CORP | 109651 | $10.08B | $10.08B | 55 | 2025-07-31 | → |
| 302 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | $9.92B | $9.92B | 80 | 2026-06-30 | → |
| 303 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $9.89B | $9.89B | 44 | 2026-06-30 | → |
| 304 | SPIDERROCK ADVISORS, LLC | 171992 | $9.83B | $9.83B | 61 | 2026-03-31 | → |
| 305 | IHT WEALTH MANAGEMENT LLC | 171481 | $9.80B | $9.80B | 179 | 2026-03-31 | → |
| 306 | THE AMERIFLEX GROUP, INC. | 305585 | $9.66B | $9.66B | 201 | 2026-03-31 | → |
| 307 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | $9.61B | $9.61B | 80 | 2026-04-30 | → |
| 308 | HARBOUR INVESTMENTS, INC. | 19258 | $9.60B | $9.60B | 232 | 2026-06-30 | → |
| 309 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | $9.55B | $9.55B | 79 | 2026-03-31 | → |
| 310 | COMPOSITION WEALTH, LLC | 143483 | $9.47B | $9.47B | 128 | 2026-03-31 | → |
| 311 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | $9.38B | $9.38B | 209 | 2026-03-31 | → |
| 312 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | $9.22B | $9.22B | 200 | 2026-04-30 | → |
| 313 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $9.14B | $9.14B | 54 | 2026-03-31 | → |
| 314 | HORNOR, TOWNSEND & KENT, LLC | 4031 | $9.01B | $9.01B | 485 | 2026-04-30 | → |
| 315 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $8.98B | $8.98B | 54 | 2026-06-30 | → |
| 316 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $8.93B | $8.93B | 34 | 2026-04-30 | → |
| 317 | KEY INVESTMENT SERVICES LLC | 136300 | $8.88B | $8.88B | 1,325 | 2026-06-30 | → |
| 318 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | $8.87B | $8.87B | 154 | 2026-04-30 | → |
| 319 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $8.82B | $8.82B | 58 | 2026-03-31 | → |
| 320 | ARKADIOS WEALTH ADVISORS LLC | 288863 | $8.79B | $8.79B | 188 | 2026-06-30 | → |
| 321 | CAPITAL ANALYSTS, LLC | 162200 | $8.77B | $8.77B | 679 | 2026-04-30 | → |
| 322 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $8.71B | $8.71B | 24 | 2026-03-31 | → |
| 323 | SATURNA CAPITAL CORPORATION | 25586 | $8.62B | $8.62B | 83 | 2026-02-28 | → |
| 324 | TD PRIVATE CLIENT WEALTH LLC | 164484 | $8.57B | $8.57B | 671 | 2026-06-30 | → |
| 325 | MUTUAL ADVISORS, LLC | 167658 | $8.55B | $8.55B | 208 | 2026-06-30 | → |
| 326 | HORIZON INVESTMENTS LLC | 109552 | $8.47B | $8.47B | 76 | 2026-03-31 | → |
| 327 | BNY MELLON SECURITIES CORPORATION | 231 | $8.45B | $8.45B | 253 | 2026-06-30 | → |
| 328 | SYNOVUS SECURITIES, INC. | 14023 | $8.45B | $8.45B | 280 | 2026-01-31 | → |
| 329 | EMPIRICAL FINANCIAL SERVICES, LLC | 152622 | $8.43B | $8.43B | 94 | 2026-06-30 | → |
| 330 | ZHANG FINANCIAL LLC | 159257 | $8.37B | $8.37B | 50 | 2026-03-31 | → |
| 331 | WEALTHCARE ADVISORY PARTNERS LLC | 171976 | $8.29B | $8.29B | 243 | 2026-06-30 | → |
| 332 | BOLTON SECURITIES CORP | 129376 | $8.28B | $8.28B | 158 | 2026-03-31 | → |
| 333 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | $8.25B | $8.25B | 550 | 2026-03-31 | → |
| 334 | CHILTON INVESTMENT SERVICES, LLC | 159306 | $8.15B | $8.15B | 70 | 2026-03-31 | → |
| 335 | BRAMSHILL INVESTMENTS, LLC | 162492 | $8.14B | $8.14B | 38 | 2026-03-31 | → |
| 336 | HARVEST FUND ADVISORS LLC | 154425 | $8.13B | $8.13B | 14 | 2026-03-31 | → |
| 337 | MARSHFIELD ASSOCIATES, INC. | 150614 | $8.12B | $8.12B | 27 | 2026-03-31 | → |
| 338 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | $7.89B | $7.89B | 520 | 2026-03-31 | → |
| 339 | RBC PRIVATE COUNSEL (USA) INC. | 109648 | $7.89B | $7.89B | 1,455 | 2026-06-30 | → |
| 340 | D.F. DENT AND COMPANY, INC. | 105179 | $7.88B | $7.88B | 31 | 2026-06-30 | → |
| 341 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | $7.86B | $7.86B | 22 | 2026-03-31 | → |
| 342 | INGALLS & SNYDER LLC | 2288 | $7.83B | $7.83B | 92 | 2025-12-31 | → |
| 343 | MGO ONE SEVEN LLC | 283087 | $7.72B | $7.72B | 264 | 2026-04-30 | → |
| 344 | CADARET, GRANT & CO., INC. | 10641 | $7.67B | $7.67B | 692 | 2025-07-31 | → |
| 345 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $7.58B | $7.58B | 236 | 2026-05-31 | → |
| 346 | DSM CAPITAL PARTNERS LLC | 113609 | $7.56B | $7.56B | 25 | 2026-05-31 | → |
| 347 | HAYS FINANCIAL GROUP, LLC | 306877 | $7.45B | $7.45B | 12 | 2026-03-31 | → |
| 348 | CAPITAL ADVISORS, INC. | 104643 | $7.43B | $7.43B | 69 | 2026-03-31 | → |
| 349 | EVENTIDE ASSET MANAGEMENT, LLC | 147110 | $7.38B | $7.38B | 69 | 2026-03-31 | → |
| 350 | LYRICAL ASSET MANAGEMENT LP | 148267 | $7.37B | $7.37B | 30 | 2026-03-31 | → |
| 351 | CENTAURUS FINANCIAL, INC. | 30833 | $7.34B | $7.34B | 580 | 2025-07-31 | → |
| 352 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $7.00B | $7.00B | 39 | 2026-06-30 | → |
| 353 | PGIM CUSTOM HARVEST LLC | 290235 | $6.90B | $6.90B | 68 | 2026-05-31 | → |
| 354 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $6.87B | $6.87B | 35 | 2026-03-31 | → |
| 355 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | $6.84B | $6.84B | 12 | 2026-06-30 | → |
| 356 | THRIVENT ADVISOR NETWORK, LLC | 304569 | $6.84B | $6.84B | 119 | 2026-06-30 | → |
| 357 | FOCUS FINANCIAL NETWORK, INC. | 116140 | $6.82B | $6.82B | 189 | 2026-03-31 | → |
| 358 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $6.72B | $6.72B | 55 | 2026-03-31 | → |
| 359 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | $6.68B | $6.68B | 30 | 2026-05-31 | → |
| 360 | VESTGEN ADVISORS, LLC | 318657 | $6.67B | $6.67B | 165 | 2026-05-31 | → |
| 361 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | $6.54B | $6.54B | 136 | 2026-03-31 | → |
| 362 | CCM PARTNERS, LP | 104720 | $6.52B | $6.52B | 48 | 2026-05-31 | → |
| 363 | OSAIC INSTITUTIONS, INC. | 35371 | $6.49B | $6.49B | 1,839 | 2026-05-31 | → |
| 364 | NWF ADVISORY SERVICES INC | 110410 | $6.43B | $6.43B | 111 | 2026-03-31 | → |
| 365 | TRUEPOINT, INC. | 105664 | $6.39B | $6.39B | 103 | 2026-03-31 | → |
| 366 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | $6.34B | $6.34B | 24 | 2026-06-30 | → |
| 367 | WCG WEALTH ADVISORS, LLC | 173194 | $6.28B | $6.28B | 131 | 2026-06-30 | → |
| 368 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | $6.20B | $6.20B | 41 | 2026-03-31 | → |
| 369 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | $6.18B | $6.18B | 45 | 2026-03-31 | → |
| 370 | TODD ASSET MANAGEMENT LLC | 109473 | $6.18B | $6.18B | 18 | 2026-03-31 | → |
| 371 | SIGMA PLANNING CORPORATION | 110692 | $6.10B | $6.10B | 471 | 2026-05-31 | → |
| 372 | EJF CAPITAL LP | 138854 | $6.10B | $6.10B | 44 | 2026-04-30 | → |
| 373 | VULCAN VALUE PARTNERS LLC | 151190 | $6.08B | $6.08B | 38 | 2026-05-31 | → |
| 374 | NICHOLAS CO INC | 108347 | $6.08B | $6.08B | 16 | 2026-01-31 | → |
| 375 | DANA INVESTMENT ADVISORS INC | 105879 | $6.08B | $6.08B | 60 | 2026-03-31 | → |
| 376 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | $6.01B | $6.01B | 93 | 2026-03-31 | → |
| 377 | FOYSTON, GORDON & PAYNE INC. | 121591 | $5.96B | $5.96B | 46 | 2026-05-31 | → |
| 378 | W. H. REAVES & CO., INC. | 3140 | $5.94B | $5.94B | 21 | 2026-02-28 | → |
| 379 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | $5.93B | $5.93B | 20 | 2026-03-31 | → |
| 380 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | $5.76B | $5.76B | 13 | 2026-03-31 | → |
| 381 | BECKER CAPITAL MANAGEMENT INC | 110489 | $5.73B | $5.73B | 42 | 2026-03-31 | → |
| 382 | WEDBUSH SECURITIES INC. | 877 | $5.68B | $5.68B | 897 | 2026-04-30 | → |
| 383 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | $5.68B | $5.68B | 186 | 2026-06-30 | → |
| 384 | STONEGATE INVESTMENT GROUP, LLC | 314889 | $5.67B | $5.67B | 14 | 2025-05-31 | → |
| 385 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | $5.63B | $5.63B | 43 | 2026-06-30 | → |
| 386 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | $5.61B | $5.61B | 26 | 2026-04-30 | → |
| 387 | DONALD SMITH & CO., INC. | 104947 | $5.60B | $5.60B | 11 | 2026-03-31 | → |
| 388 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $5.60B | $5.60B | 20 | 2026-03-31 | → |
| 389 | ALLEGHENY FINANCIAL GROUP | 104690 | $5.59B | $5.59B | 103 | 2026-05-31 | → |
| 390 | STRATOS WEALTH ADVISORS LLC | 283816 | $5.57B | $5.57B | 170 | 2026-06-30 | → |
| 391 | INTEGRATED ADVISORS NETWORK LLC | 171991 | $5.52B | $5.52B | 87 | 2026-06-30 | → |
| 392 | 71 WEST CAPITAL PARTNERS, LLC | 338756 | $5.51B | $5.51B | 10 | 2026-06-30 | → |
| 393 | STACEY BRAUN ASSOCIATES INC | 105056 | $5.50B | $5.50B | 17 | 2026-03-31 | → |
| 394 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $5.48B | $5.48B | 21 | 2026-03-31 | → |
| 395 | LARSON FINANCIAL GROUP, LLC | 140599 | $5.48B | $5.48B | 131 | 2026-03-31 | → |
| 396 | INTEGRITY ALLIANCE, LLC | 139627 | $5.41B | $5.41B | 400 | 2026-05-31 | → |
| 397 | CUSO FINANCIAL SERVICES, L.P. | 42132 | $5.38B | $5.38B | 791 | 2025-08-31 | → |
| 398 | WESTERN WEALTH MANAGEMENT LLC | 283545 | $5.36B | $5.36B | 98 | 2026-06-30 | → |
| 399 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | $5.31B | $5.31B | 12 | 2025-11-30 | → |
| 400 | BIP WEALTH, LLC | 143208 | $5.29B | $5.29B | 88 | 2026-06-30 | → |
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