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 | |
|---|---|---|---|---|---|---|---|
| 701 | ADELANTE CAPITAL MANAGEMENT LLC | 107382 | $1.49B | $1.49B | 10 | 2026-03-31 | → |
| 702 | CULLINAN ASSOCIATES, INC. | 108340 | $1.48B | $1.48B | 17 | 2026-03-31 | → |
| 703 | FINANCIAL COUNSELORS INC | 106398 | $1.47B | $1.47B | 22 | 2026-03-31 | → |
| 704 | CJM WEALTH ADVISERS, LTD. | 107750 | $1.47B | $1.47B | 13 | 2026-06-30 | → |
| 705 | FORGE FINANCIAL SERVICES, LLC | 306480 | $1.46B | $1.46B | 15 | 2026-03-31 | → |
| 706 | KEATING FINANCIAL ADVISORY SERVICES, INC. | 142772 | $1.45B | $1.45B | 65 | 2026-03-31 | → |
| 707 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | 289178 | $1.45B | $1.45B | 49 | 2026-03-31 | → |
| 708 | APOLLON FINANCIAL, LLC | 321217 | $1.45B | $1.45B | 29 | 2026-06-30 | → |
| 709 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | 107003 | $1.44B | $1.44B | 9 | 2026-03-31 | → |
| 710 | SPIREPOINT PRIVATE CLIENT, LLC | 327350 | $1.44B | $1.44B | 10 | 2026-06-30 | → |
| 711 | ISTHMUS PARTNERS, LLC | 171279 | $1.44B | $1.44B | 17 | 2026-01-31 | → |
| 712 | 1832 ASSET MANAGEMENT U.S. INC. | 120836 | $1.43B | $1.43B | 251 | 2026-05-31 | → |
| 713 | NOTTINGHAM ADVISORS INC. | 104928 | $1.43B | $1.43B | 11 | 2026-03-31 | → |
| 714 | PRINCIPAL ADVISED SERVICES, LLC | 297324 | $1.42B | $1.42B | 383 | 2026-05-31 | → |
| 715 | FIRST LIGHT ASSET MANAGEMENT, LLC | 168899 | $1.41B | $1.41B | 14 | 2026-03-31 | → |
| 716 | LAUREL OAK WEALTH MANAGEMENT, LLC | 336824 | $1.40B | $1.40B | 22 | 2026-06-30 | → |
| 717 | MATRIX ASSET ADVISORS INC | 107408 | $1.40B | $1.40B | 12 | 2026-03-31 | → |
| 718 | INSPIRION WEALTH ADVISORS, LLC | 165174 | $1.39B | $1.39B | 12 | 2026-03-31 | → |
| 719 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | 282448 | $1.39B | $1.39B | 77 | 2025-03-31 | → |
| 720 | HAZLETT, BURT & WATSON, INC. | 396 | $1.39B | $1.39B | 20 | 2026-03-31 | → |
| 721 | DENALI ADVISORS, LLC | 110242 | $1.39B | $1.39B | 14 | 2026-03-31 | → |
| 722 | THE PINNACLE FINANCIAL GROUP | 164395 | $1.38B | $1.38B | 54 | 2026-03-31 | → |
| 723 | PRIVATE CLIENT SERVICES, LLC | 120222 | $1.38B | $1.38B | 60 | 2026-03-31 | → |
| 724 | LEVEL FOUR CAPITAL MANAGEMENT | 304792 | $1.38B | $1.38B | 9 | 2026-03-31 | → |
| 725 | SHEPHERD FINANCIAL PARTNERS, LLC | 169093 | $1.38B | $1.38B | 24 | 2026-03-31 | → |
| 726 | BEIRNE WEALTH CONSULTING SERVICES, LLC | 167103 | $1.37B | $1.37B | 9 | 2026-03-31 | → |
| 727 | ONYX BRIDGE WEALTH GROUP LLC | 306097 | $1.37B | $1.37B | 32 | 2026-05-31 | → |
| 728 | MERIDIAN WEALTH PARTNERS, LLC | 287768 | $1.37B | $1.37B | 13 | 2026-04-30 | → |
| 729 | BBVA GLOBAL WEALTH ADVISORS, INC. | 327326 | $1.36B | $1.36B | 84 | 2026-06-30 | → |
| 730 | 180 WEALTH ADVISORS, LLC | 284921 | $1.36B | $1.36B | 11 | 2026-02-28 | → |
| 731 | PACKERLAND BROKERAGE SERVICES, INC. | 37031 | $1.36B | $1.36B | 318 | 2026-04-30 | → |
| 732 | SYMPHONY FINANCIAL, LTD. CO. | 171816 | $1.35B | $1.35B | 26 | 2026-04-30 | → |
| 733 | GALVIN, GAUSTAD & STEIN, LLC | 153410 | $1.35B | $1.35B | 17 | 2026-05-31 | → |
| 734 | BARLOW WEALTH PARTNERS, LLC | 325308 | $1.35B | $1.35B | 6 | 2026-03-31 | → |
| 735 | INTELLUS ADVISORS, LLC | 332883 | $1.35B | $1.35B | 15 | 2026-03-31 | → |
| 736 | MSH CAPITAL ADVISORS LLC | 157835 | $1.35B | $1.35B | 35 | 2026-04-30 | → |
| 737 | WEATHERBIE CAPITAL, LLC | 105991 | $1.34B | $1.34B | 7 | 2026-06-30 | → |
| 738 | SECURITY FINANCIAL SERVICES, INC. | 122050 | $1.34B | $1.34B | 16 | 2026-03-31 | → |
| 739 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 30177 | $1.34B | $1.34B | 14 | 2026-03-31 | → |
| 740 | SALOMON AND LUDWIN, LLC | 292456 | $1.34B | $1.34B | 12 | 2026-05-31 | → |
| 741 | CAROLINAS WEALTH CONSULTING LLC | 300003 | $1.34B | $1.34B | 18 | 2025-03-31 | → |
| 742 | CENTENNIAL SECURITIES COMPANY INC | 7763 | $1.34B | $1.34B | 45 | 2026-04-30 | → |
| 743 | SECOND LINE CAPITAL, LLC | 324386 | $1.32B | $1.32B | 28 | 2026-06-30 | → |
| 744 | LIVE OAK PRIVATE WEALTH, LLC | 297904 | $1.32B | $1.32B | 12 | 2026-04-30 | → |
| 745 | NEW ENGLAND PROFESSIONAL PLANNING GROUP INC. | 108868 | $1.32B | $1.32B | 16 | 2026-03-31 | → |
| 746 | LVM CAPITAL MANAGEMENT LTD | 111039 | $1.31B | $1.31B | 15 | 2025-09-30 | → |
| 747 | TOPSAIL WEALTH MANAGEMENT LLC | 331098 | $1.31B | $1.31B | 5 | 2026-05-31 | → |
| 748 | PINNACLE INVESTMENTS, LLC | 142910 | $1.29B | $1.29B | 60 | 2026-06-30 | → |
| 749 | BIONDO INVESTMENT ADVISORS LLC | 130105 | $1.29B | $1.29B | 17 | 2026-03-31 | → |
| 750 | WAHED INVEST LLC | 242793 | $1.29B | $1.29B | 9 | 2026-06-30 | → |
| 751 | IBEX WEALTH ADVISORS, LLC | 168674 | $1.28B | $1.28B | 10 | 2026-03-31 | → |
| 752 | POPLAR FOREST CAPITAL LLC | 145250 | $1.28B | $1.28B | 10 | 2025-03-31 | → |
| 753 | CONNORS INVESTOR SERVICES INC | 106993 | $1.28B | $1.28B | 10 | 2026-03-31 | → |
| 754 | MCDONALD PARTNERS LLC | 135414 | $1.28B | $1.28B | 29 | 2026-06-30 | → |
| 755 | CIM INVESTMENT MANAGEMENT INC | 106292 | $1.28B | $1.28B | 7 | 2026-03-31 | → |
| 756 | BEACON CAPITAL MANAGEMENT, LLC | 156228 | $1.27B | $1.27B | 39 | 2026-03-31 | → |
| 757 | MANAGED ASSET PORTFOLIOS, LLC | 109574 | $1.27B | $1.27B | 22 | 2026-03-31 | → |
| 758 | WEALTHSHIELD PARTNERS, LLC | 169584 | $1.27B | $1.27B | 23 | 2026-03-31 | → |
| 759 | ASSOCIATION FINANCIAL SERVICES INC. | 142205 | $1.27B | $1.27B | 19 | 2026-03-31 | → |
| 760 | CHEMISTRY WEALTH MANAGEMENT LLC | 316069 | $1.26B | $1.26B | 11 | 2026-03-31 | → |
| 761 | ABSHER WEALTH MANAGEMENT, LLC | 304642 | $1.26B | $1.26B | 9 | 2026-05-31 | → |
| 762 | HOHIMER WEALTH MANAGEMENT, LLC | 300140 | $1.26B | $1.26B | 12 | 2026-03-31 | → |
| 763 | GILMAN HILL ASSET MANAGEMENT, LLC | 143970 | $1.24B | $1.24B | 10 | 2026-03-31 | → |
| 764 | NORTHWEST FINANCIAL ADVISORS LLC | 166769 | $1.24B | $1.24B | 37 | 2026-03-31 | → |
| 765 | HODGES CAPITAL MANAGEMENT INC | 110080 | $1.24B | $1.24B | 20 | 2025-10-31 | → |
| 766 | ARLINGTON FINANCIAL ADVISORS, LLC | 283288 | $1.24B | $1.24B | 16 | 2026-02-28 | → |
| 767 | M FINANCIAL ASSET MANAGEMENT, INC. | 136694 | $1.23B | $1.23B | 5 | 2026-03-31 | → |
| 768 | THREE SEASONS WEALTH | 326517 | $1.23B | $1.23B | 14 | 2026-03-31 | → |
| 769 | KWMG, LLC | 170293 | $1.23B | $1.23B | 30 | 2026-03-31 | → |
| 770 | LEGACY EDGE ADVISORS, LLC | 328064 | $1.23B | $1.23B | 18 | 2026-04-30 | → |
| 771 | COMPASS FINANCIAL GROUP, INC | 157109 | $1.23B | $1.23B | 13 | 2025-11-30 | → |
| 772 | PARKWAY WEALTH MANAGEMENT GROUP, LLC | 333971 | $1.22B | $1.22B | 27 | 2026-03-31 | → |
| 773 | SOA WEALTH ADVISORS, LLC | 310448 | $1.22B | $1.22B | 20 | 2026-03-31 | → |
| 774 | DE GROOTE FINANCIAL GROUP, LLC | 168178 | $1.22B | $1.22B | 9 | 2026-05-31 | → |
| 775 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. | 140444 | $1.21B | $1.21B | 9 | 2026-04-30 | → |
| 776 | JAMES INVESTMENT RESEARCH INC | 110433 | $1.21B | $1.21B | 15 | 2026-05-31 | → |
| 777 | WRIGHT INVESTORS SERVICE INC | 106302 | $1.21B | $1.21B | 22 | 2026-03-31 | → |
| 778 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 126767 | $1.20B | $1.20B | 12 | 2026-03-31 | → |
| 779 | ELLSWORTH ADVISORS, LLC | 297464 | $1.19B | $1.19B | 16 | 2026-02-28 | → |
| 780 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | 160321 | $1.19B | $1.19B | 38 | 2026-06-30 | → |
| 781 | THE PARTNERS WEALTH MANAGEMENT, LLC | 314816 | $1.18B | $1.18B | 39 | 2026-06-30 | → |
| 782 | SIKICH CAPITAL MANAGEMENT LLC | 142640 | $1.18B | $1.18B | 22 | 2026-03-31 | → |
| 783 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 150529 | $1.17B | $1.17B | 20 | 2026-03-31 | → |
| 784 | WOODARD & CO ASSET MANAGEMENT GROUP INC | 108199 | $1.17B | $1.17B | 5 | 2026-04-30 | → |
| 785 | MANHATTAN WEST ASSET MANAGEMENT, LLC | 283630 | $1.16B | $1.16B | 36 | 2026-06-30 | → |
| 786 | L & S ADVISORS, INC | 140923 | $1.16B | $1.16B | 15 | 2026-06-30 | → |
| 787 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | $1.16B | $1.16B | 6 | 2026-03-31 | → |
| 788 | CVFG LLC | 325310 | $1.15B | $1.15B | 11 | 2026-05-31 | → |
| 789 | LONGVIEW WEALTH MANAGEMENT, INC. | 136214 | $1.15B | $1.15B | 24 | 2026-05-31 | → |
| 790 | KFG WEALTH MANAGEMENT, LLC | 128606 | $1.15B | $1.15B | 113 | 2026-03-31 | → |
| 791 | AVIANCE CAPITAL PARTNERS LLC | 146597 | $1.13B | $1.13B | 11 | 2026-04-30 | → |
| 792 | MAR VISTA INVESTMENT PARTNERS, LLC | 144906 | $1.12B | $1.12B | 19 | 2026-03-31 | → |
| 793 | KNIGHTSBRIDGE ASSET MANAGEMENT LLC | 110347 | $1.12B | $1.12B | 13 | 2026-03-31 | → |
| 794 | SMITH BROTHERS FINANCIAL, LLC | 322951 | $1.11B | $1.11B | 7 | 2026-05-31 | → |
| 795 | CHANNING GLOBAL ADVISORS, LLC | 290893 | $1.11B | $1.11B | 8 | 2026-03-31 | → |
| 796 | THE FINANCIAL ADVISORS, LLC | 146680 | $1.11B | $1.11B | 11 | 2025-12-31 | → |
| 797 | FINANCIAL ADVISORS NETWORK, INC. | 152083 | $1.11B | $1.11B | 22 | 2026-03-31 | → |
| 798 | BERKELEY CAPITAL PARTNERS, LLC | 281082 | $1.10B | $1.10B | 11 | 2026-03-31 | → |
| 799 | INTEGRITY ADVISORY SOLUTIONS, LLC | 288817 | $1.10B | $1.10B | 113 | 2026-06-30 | → |
| 800 | NAVELLIER & ASSOCIATES INC | 107568 | $1.10B | $1.10B | 21 | 2026-05-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30