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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
← PreviousPage 6 of 10 · 1,000 firmsNext →
Rank↕Firm NameCRD↕AUM↕AUM↕Employees↕Latest Filing
501CANTOR FITZGERALD INVESTMENT ADVISORS, L.P.159296$3.24B$3.24B352026-05-31→
502CUMBERLAND ADVISORS, LLC107964$3.22B$3.22B362026-02-28→
503TRILOGY CAPITAL, INC.281597$3.21B$3.21B742026-06-30→
504M HOLDINGS SECURITIES, INC.43285$3.21B$3.21B1,4422026-03-31→
505LION STREET ADVISORS, LLC167610$3.18B$3.18B1522025-04-30→
506CSENGE ADVISORY GROUP, LLC131167$3.17B$3.17B742026-03-31→
507HILTON CAPITAL MANAGEMENT, LLC116357$3.16B$3.16B272026-06-30→
508ON INVESTMENT MANAGEMENT CO105662$3.15B$3.15B1962026-04-30→
509ADVISORNET FINANCIAL, INC.113074$3.15B$3.15B1312026-03-31→
510SANTANDER SECURITIES LLC41791$3.14B$3.14B4492026-05-31→
511WINTHROP ADVISORY GROUP, LLC288178$3.10B$3.10B402026-06-30→
512EAGLE GLOBAL ADVISORS LLC107306$3.10B$3.10B242026-03-31→
513LOGAN CAPITAL MANAGEMENT, INC.108893$3.10B$3.10B342026-04-30→
514SVB WEALTH LLC172832$3.10B$3.10B732026-03-31→
515THOMPSON INVESTMENT MANAGEMENT, INC.129609$3.08B$3.08B172026-03-31→
516EFFICIENT ADVISORS, LLC150144$3.08B$3.08B142026-03-31→
517SILVANT CAPITAL MANAGEMENT LLC146025$3.04B$3.04B82026-03-31→
518CARRICK LANE LLC309148$3.03B$3.03B62026-03-31→
519STRATEGIC GLOBAL ADVISORS, LLC286019$3.03B$3.03B192026-03-31→
520AEW CAPITAL MANAGEMENT LP108633$3.02B$3.02B2502026-03-31→
521GLOBALT INVESTMENTS LLC328039$3.02B$3.02B182026-04-30→
522SHARIAPORTFOLIO, INC.173937$3.01B$3.01B212026-04-30→
523NFJ INVESTMENT GROUP, LLC310902$2.98B$2.98B92026-03-31→
524IMPACT PARTNERSHIP WEALTH, LLC313928$2.96B$2.96B1002026-03-31→
525HUDSON EDGE INVESTMENT PARTNERS, INC.104870$2.95B$2.95B162026-04-30→
526RAUB BROCK CAPITAL MANAGEMENT, LP153994$2.93B$2.93B92026-03-31→
527CAMBIAR INVESTORS, LLC115093$2.92B$2.92B282026-03-31→
528TRANSCEND CAPITAL ADVISORS, LLC299723$2.91B$2.91B392026-03-31→
529THE RENAISSANCE GROUP LLC105916$2.91B$2.91B192026-04-30→
530FARTHER ASSET MANAGEMENT, LLC325807$2.91B$2.91B72026-03-31→
531RMR WEALTH BUILDERS, INC.169005$2.89B$2.89B642026-04-30→
532REGAL INVESTMENT ADVISORS LLC125004$2.88B$2.88B1312026-05-31→
533LEEWARD INVESTMENTS, LLC312557$2.87B$2.87B142026-03-31→
534MEEDER ADVISORY SERVICES, INC106814$2.86B$2.86B732026-04-30→
535COOPER FINANCIAL GROUP111458$2.85B$2.85B532026-06-30→
536EASTERLY INVESTMENT PARTNERS LLC299607$2.83B$2.83B272026-04-30→
537TREK FINANCIAL, LLC109376$2.82B$2.82B552026-05-31→
538DIVERSIFIED ENTERPRISES, LLC331709$2.79B$2.79B532026-06-30→
539BERKSHIRE ASSET MANAGEMENT, LLC145463$2.79B$2.79B112026-03-31→
540LRI INVESTMENTS, LLC323556$2.78B$2.78B352026-02-28→
541EQUITY SERVICES, INC.265$2.78B$2.78B5002026-03-31→
542BAYSTATE WEALTH MANAGEMENT LLC151664$2.77B$2.77B132026-03-31→
543ARETE WEALTH ADVISORS, LLC145488$2.75B$2.75B1352026-06-30→
544DEARBORN PARTNERS L.L.C.108147$2.74B$2.74B242026-03-31→
545ABNER HERRMAN & BROCK, LLC8517$2.74B$2.74B132026-06-30→
546CFS INVESTMENT ADVISORY SERVICES LLC106577$2.73B$2.73B132026-03-31→
547BILL FEW ASSOCIATES, INC.133561$2.72B$2.72B312026-03-31→
548SAGEWOOD ASSET MANAGEMENT LP281548$2.70B$2.70B72026-03-31→
549STADION MONEY MANAGEMENT, LLC112608$2.69B$2.69B392026-03-31→
550VALLEY WEALTH MANAGERS, INC.108879$2.69B$2.69B542026-03-31→
551CHILTON CAPITAL MANAGEMENT LLC104592$2.67B$2.67B322026-03-31→
552PHILLIPS AND COMPANY ADVISORS LLC167214$2.66B$2.66B192026-03-31→
553TITLEIST ASSET MANAGEMENT, LLC323567$2.66B$2.66B412026-06-30→
554CORNERSTONE INVESTMENT PARTNERS, LLC111753$2.65B$2.65B152026-03-31→
555JACOBI CAPITAL MANAGEMENT, LLC147663$2.64B$2.64B312026-06-30→
556SUNBELT SECURITIES, INC.42180$2.64B$2.64B682026-06-30→
557THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC172470$2.64B$2.64B592026-06-30→
558PHILLIPS FINANCIAL MANAGEMENT, LLC131344$2.64B$2.64B322026-03-31→
559FIRST CITIZENS INVESTOR SERVICES, INC.44430$2.63B$2.63B3522026-05-31→
560POPULAR SECURITIES, LLC8096$2.62B$2.62B912026-03-31→
561DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.121560$2.58B$2.58B192026-03-31→
562COOKSON PEIRCE & CO INC110729$2.56B$2.56B292026-05-31→
563CHICKASAW CAPITAL MANAGEMENT, LLC127398$2.55B$2.55B192026-04-30→
564CREATIVEONE SECURITIES, LLC152974$2.54B$2.54B1962026-05-31→
565STRATEGIC BLUEPRINT, LLC284840$2.54B$2.54B562026-05-31→
566CINCINNATI ASSET MANAGEMENT INC104946$2.53B$2.53B152026-03-31→
567CKW FINANCIAL GROUP, LLC152116$2.53B$2.53B72026-03-31→
568STONEBRIDGE CAPITAL ADVISORS LLC111447$2.52B$2.52B312026-03-31→
569SARATOGA RESEARCH & INVESTMENT MANAGEMENT110506$2.51B$2.51B212026-04-30→
570HILLTOP SECURITIES INC.6220$2.51B$2.51B922026-03-31→
571PATIENT CAPITAL MANAGEMENT, LLC307336$2.50B$2.50B102026-03-31→
572NORTH STAR INVESTMENT MANAGEMENT CORPORATION117681$2.50B$2.50B262026-04-30→
573PERENNIAL INVESTMENT ADVISORS, LLC286477$2.50B$2.50B712026-03-31→
574REINHART PARTNERS, LLC106432$2.47B$2.47B162026-05-31→
575GROVE POINT ADVISORS, LLC313171$2.47B$2.47B3892025-07-31→
576OXBOW ADVISORS, LLC156393$2.46B$2.46B132026-06-30→
577JAFFE TILCHIN INVESTMENT PARTNERS, LLC143608$2.45B$2.45B392026-05-31→
578RETIREMENT RESOURCES INVESTMENT CORPORATION47723$2.44B$2.44B72026-04-30→
579GRYPHON FINANCIAL PARTNERS, LLC288210$2.44B$2.44B312026-06-30→
580MERITAGE PORTFOLIO MANAGEMENT, INC.107177$2.42B$2.42B182026-02-28→
581SENTRY ADVISORS, LLC174042$2.41B$2.41B42026-03-31→
582SANDHILL CAPITAL PARTNERS LLC129800$2.40B$2.40B222026-03-31→
583CAPITAL INVESTMENT ADVISORY SERVICES, LLC149124$2.39B$2.39B912026-03-31→
584NEWSQUARE CAPITAL, LLC152430$2.39B$2.39B212026-02-28→
585ANCHOR CAPITAL ADVISORS LLC105540$2.37B$2.37B422026-03-31→
586SMITH MOORE & CO.3441$2.37B$2.37B652026-03-31→
587IFC ADVISORS LLC332157$2.34B$2.34B182026-03-31→
588KEYSTONE FINANCIAL GROUP, LLC170201$2.34B$2.34B492026-03-31→
589AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.290043$2.33B$2.33B1052026-03-31→
590WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC107660$2.32B$2.32B142026-03-31→
591SUMMIT WEALTH GROUP LLC335242$2.31B$2.31B802026-03-31→
592EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.158905$2.30B$2.30B562026-03-31→
593A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC8361$2.30B$2.30B3202026-06-30→
594RSW INVESTMENTS HOLDINGS, LLC302023$2.30B$2.30B102026-03-31→
595GAMMA INVESTING LLC312573$2.28B$2.28B72026-03-31→
596MONECO ADVISORS, LLC171922$2.28B$2.28B662026-06-30→
597GATEWAY WEALTH PARTNERS, LLC322789$2.28B$2.28B832026-06-30→
598STONEBRIDGE FINANCIAL GROUP, LLC327529$2.28B$2.28B292026-03-31→
599VESTOR CAPITAL, LLC165855$2.28B$2.28B272026-03-31→
600FOCUSED WEALTH MANAGEMENT, INC.154828$2.27B$2.27B192026-03-31→

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Sleeve1,000 firms · 2026-06-30