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 | |
|---|---|---|---|---|---|---|---|
| 401 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $5.20B | $5.20B | 31 | 2025-12-31 | → |
| 402 | KRILOGY FINANCIAL LLC | 149046 | $5.20B | $5.20B | 103 | 2026-03-31 | → |
| 403 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | $5.16B | $5.16B | 223 | 2026-06-30 | → |
| 404 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | $5.15B | $5.15B | 119 | 2026-06-30 | → |
| 405 | RNC CAPITAL MANAGEMENT LLC | 108618 | $5.10B | $5.10B | 63 | 2026-04-30 | → |
| 406 | EVERSOURCE WEALTH ADVISORS, LLC | 286340 | $5.10B | $5.10B | 76 | 2026-04-30 | → |
| 407 | RIVERBRIDGE PARTNERS LLC | 108074 | $5.03B | $5.03B | 46 | 2026-03-31 | → |
| 408 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $5.02B | $5.02B | 43 | 2026-05-31 | → |
| 409 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | $5.01B | $5.01B | 49 | 2025-03-31 | → |
| 410 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $5.01B | $5.01B | 198 | 2026-03-31 | → |
| 411 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | $4.97B | $4.97B | 13 | 2026-04-30 | → |
| 412 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $4.97B | $4.97B | 45 | 2026-06-30 | → |
| 413 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | $4.93B | $4.93B | 103 | 2026-05-31 | → |
| 414 | STASH INVESTMENTS LLC | 226550 | $4.92B | $4.92B | 124 | 2026-04-30 | → |
| 415 | ALESCO ADVISORS LLC | 108590 | $4.81B | $4.81B | 27 | 2025-03-31 | → |
| 416 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | $4.78B | $4.78B | 106 | 2026-05-31 | → |
| 417 | NATIONS FINANCIAL GROUP, INC. | 44181 | $4.77B | $4.77B | 94 | 2026-03-31 | → |
| 418 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | $4.76B | $4.76B | 59 | 2026-06-30 | → |
| 419 | IFG ADVISORY, LLC | 168012 | $4.76B | $4.76B | 187 | 2026-03-31 | → |
| 420 | SYMMETRY PARTNERS, LLC. | 120982 | $4.73B | $4.73B | 52 | 2026-02-28 | → |
| 421 | MORETON ASSET MANAGEMENT, LLC | 133417 | $4.71B | $4.71B | 5 | 2026-01-31 | → |
| 422 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | $4.65B | $4.65B | 206 | 2026-06-30 | → |
| 423 | TEMPLETON INVESTMENT COUNSEL, LLC | 111370 | $4.61B | $4.61B | 31 | 2026-06-30 | → |
| 424 | CASTLEARK MANAGEMENT LLC | 109587 | $4.59B | $4.59B | 28 | 2026-04-30 | → |
| 425 | SPIRE WEALTH MANAGEMENT, LLC | 113908 | $4.51B | $4.51B | 145 | 2026-06-30 | → |
| 426 | OSAIC FS, INC. | 3870 | $4.48B | $4.48B | 655 | 2025-01-31 | → |
| 427 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $4.44B | $4.44B | 52 | 2026-01-31 | → |
| 428 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 226547 | $4.44B | $4.44B | 51 | 2026-03-31 | → |
| 429 | GM ADVISORY GROUP, LLC | 147592 | $4.36B | $4.36B | 46 | 2026-03-31 | → |
| 430 | GOOD LIFE ADVISORS, LLC | 171898 | $4.35B | $4.35B | 135 | 2026-03-31 | → |
| 431 | KESTRA INVESTMENT MANAGEMENT, LLC. | 317711 | $4.31B | $4.31B | 17 | 2026-06-30 | → |
| 432 | PALLAS CAPITAL ADVISORS, LLC | 310327 | $4.31B | $4.31B | 28 | 2026-04-30 | → |
| 433 | NEW CENTURY ADVISORS, LLC | 122478 | $4.31B | $4.31B | 18 | 2026-03-31 | → |
| 434 | TRILLIUM ASSET MANAGEMENT, LLC | 110901 | $4.31B | $4.31B | 53 | 2026-03-31 | → |
| 435 | NICOLET ADVISORY SERVICES, LLC | 283940 | $4.29B | $4.29B | 75 | 2026-03-31 | → |
| 436 | MARSICO CAPITAL MANAGEMENT, LLC | 109250 | $4.26B | $4.26B | 26 | 2026-05-31 | → |
| 437 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | $4.26B | $4.26B | 44 | 2026-03-31 | → |
| 438 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | $4.25B | $4.25B | 20 | 2026-03-31 | → |
| 439 | ZWJ INVESTMENT COUNSEL INC | 110397 | $4.23B | $4.23B | 20 | 2026-03-31 | → |
| 440 | B. RILEY WEALTH ADVISORS, INC. | 115927 | $4.21B | $4.21B | 268 | 2026-03-31 | → |
| 441 | SCHARF INVESTMENTS, LLC | 105508 | $4.21B | $4.21B | 23 | 2026-03-31 | → |
| 442 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | $4.21B | $4.21B | 22 | 2026-03-31 | → |
| 443 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 105515 | $4.20B | $4.20B | 52 | 2026-03-31 | → |
| 444 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | $4.20B | $4.20B | 9 | 2026-03-31 | → |
| 445 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 298422 | $4.19B | $4.19B | 64 | 2026-06-30 | → |
| 446 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | $4.17B | $4.17B | 39 | 2026-03-31 | → |
| 447 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | $4.09B | $4.09B | 15 | 2026-06-30 | → |
| 448 | KEEL POINT, LLC | 127902 | $4.07B | $4.07B | 92 | 2026-06-30 | → |
| 449 | MONEY CONCEPTS CAPITAL CORP | 12963 | $4.07B | $4.07B | 478 | 2026-03-31 | → |
| 450 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | $4.06B | $4.06B | 30 | 2026-02-28 | → |
| 451 | THOROUGHBRED FINANCIAL SERVICES, LLC | 47893 | $4.04B | $4.04B | 31 | 2026-03-31 | → |
| 452 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | $4.02B | $4.02B | 81 | 2026-01-31 | → |
| 453 | KARPUS MANAGEMENT INC | 110275 | $4.01B | $4.01B | 38 | 2026-05-31 | → |
| 454 | NEW FRONTIER ADVISORS, LLC | 147181 | $3.99B | $3.99B | 16 | 2026-03-31 | → |
| 455 | CORECAP ADVISORS, LLC | 158819 | $3.99B | $3.99B | 116 | 2026-03-31 | → |
| 456 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | $3.97B | $3.97B | 29 | 2026-03-31 | → |
| 457 | IM GLOBAL PARTNER FUND MANAGEMENT LLC | 110005 | $3.97B | $3.97B | 24 | 2026-03-31 | → |
| 458 | OCEAN PARK ASSET MANAGEMENT, LLC | 145634 | $3.94B | $3.94B | 58 | 2026-05-31 | → |
| 459 | WEALTHCARE CAPITAL MANAGEMENT LLC | 111119 | $3.93B | $3.93B | 54 | 2026-05-31 | → |
| 460 | ATALANTA SOSNOFF MANAGEMENT, LLC | 11085 | $3.91B | $3.91B | 37 | 2026-03-31 | → |
| 461 | CLINTON INVESTMENT MANAGEMENT, LLC | 143599 | $3.91B | $3.91B | 14 | 2026-05-31 | → |
| 462 | VOYA FINANCIAL ADVISORS, INC. | 2882 | $3.87B | $3.87B | 638 | 2026-05-31 | → |
| 463 | PALISADE CAPITAL MANAGEMENT, LP | 104581 | $3.86B | $3.86B | 42 | 2026-05-31 | → |
| 464 | HSBC SECURITIES (USA) INC. | 19585 | $3.84B | $3.84B | 490 | 2026-04-30 | → |
| 465 | HIGHLAND CAPITAL MANAGEMENT, LLC | 104842 | $3.83B | $3.83B | 21 | 2026-03-31 | → |
| 466 | MILLER HOWARD INVESTMENTS INC | 105800 | $3.81B | $3.81B | 34 | 2026-03-31 | → |
| 467 | TIMUCUAN ASSET MANAGEMENT INC | 105899 | $3.81B | $3.81B | 10 | 2026-03-31 | → |
| 468 | KINGSWOOD WEALTH ADVISORS, LLC | 288792 | $3.80B | $3.80B | 88 | 2026-05-31 | → |
| 469 | RICHARD BERNSTEIN ADVISORS LLC | 153577 | $3.79B | $3.79B | 28 | 2026-06-30 | → |
| 470 | NEXT FINANCIAL GROUP, INC. | 46214 | $3.77B | $3.77B | 564 | 2025-08-31 | → |
| 471 | GFS ADVISORS LLC | 143110 | $3.76B | $3.76B | 11 | 2026-03-31 | → |
| 472 | TRB WEALTH MANAGEMENT, LLC | 309370 | $3.74B | $3.74B | 15 | 2026-03-31 | → |
| 473 | AUSDAL FINANCIAL PARTNERS, INC. | 7995 | $3.73B | $3.73B | 306 | 2026-04-30 | → |
| 474 | THURSTON SPRINGER ADVISORS, LLC | 299201 | $3.68B | $3.68B | 93 | 2025-11-30 | → |
| 475 | RPOA ADVISORS, INC. | 157222 | $3.59B | $3.59B | 126 | 2026-04-30 | → |
| 476 | COURIER CAPITAL, LLC | 282485 | $3.59B | $3.59B | 26 | 2026-03-31 | → |
| 477 | RETIREMENT PLAN ADVISORS, LLC | 122758 | $3.54B | $3.54B | 47 | 2026-03-31 | → |
| 478 | VISIONARY WEALTH ADVISORS, LLC | 169610 | $3.54B | $3.54B | 74 | 2026-03-31 | → |
| 479 | GREENWICH WEALTH MANAGEMENT LLC | 142820 | $3.52B | $3.52B | 13 | 2026-03-31 | → |
| 480 | WESTERN INTERNATIONAL SECURITIES, INC. | 39262 | $3.51B | $3.51B | 407 | 2025-06-30 | → |
| 481 | EQUITY INVESTMENT CORPORATION | 283930 | $3.51B | $3.51B | 27 | 2026-03-31 | → |
| 482 | LINDBROOK CAPITAL, LLC | 155812 | $3.50B | $3.50B | 10 | 2025-02-28 | → |
| 483 | ADVISOR RESOURCE COUNCIL | 164109 | $3.49B | $3.49B | 119 | 2026-03-31 | → |
| 484 | DONALDSON CAPITAL MANAGEMENT LLC | 106131 | $3.46B | $3.46B | 68 | 2026-04-30 | → |
| 485 | CARRET ASSET MANAGEMENT, LLC | 131445 | $3.46B | $3.46B | 22 | 2026-06-30 | → |
| 486 | TANDEM INVESTMENT ADVISORS INC | 109392 | $3.45B | $3.45B | 18 | 2026-05-31 | → |
| 487 | ARVEST INVESTMENTS, INC. | 42057 | $3.44B | $3.44B | 238 | 2026-03-31 | → |
| 488 | MOORS & CABOT, INC. | 594 | $3.44B | $3.44B | 121 | 2025-09-30 | → |
| 489 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $3.44B | $3.44B | 13 | 2026-03-31 | → |
| 490 | CEREDEX VALUE ADVISORS LLC | 146023 | $3.43B | $3.43B | 13 | 2026-03-31 | → |
| 491 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | $3.42B | $3.42B | 61 | 2026-05-31 | → |
| 492 | SOUND SHORE MANAGEMENT INC | 112379 | $3.40B | $3.40B | 16 | 2026-04-30 | → |
| 493 | TRANSFORM WEALTH, LLC. | 283403 | $3.38B | $3.38B | 31 | 2025-03-31 | → |
| 494 | R SQUARED BM LLC | 308920 | $3.35B | $3.35B | 15 | 2026-03-31 | → |
| 495 | STRATOS INVESTMENT MANAGEMENT, LLC | 283850 | $3.31B | $3.31B | 89 | 2026-06-30 | → |
| 496 | XML FINANCIAL, LLC | 284987 | $3.30B | $3.30B | 54 | 2026-06-30 | → |
| 497 | NORTHEAST INVESTMENT MANAGEMENT INC | 105051 | $3.27B | $3.27B | 25 | 2026-02-28 | → |
| 498 | PFG ADVISORS, LLC | 173344 | $3.26B | $3.26B | 112 | 2026-03-31 | → |
| 499 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | $3.24B | $3.24B | 36 | 2026-03-31 | → |
| 500 | GRYPHON WEALTH, LLC | 339969 | $3.24B | $3.24B | 22 | 2026-05-31 | → |
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