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 | |
|---|---|---|---|---|---|---|---|
| 801 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 129963 | $1.10B | $1.10B | 9 | 2026-03-31 | → |
| 802 | COHEN CAPITAL ADVISORS, LLC | 339112 | $1.10B | $1.10B | 11 | 2026-05-31 | → |
| 803 | LWM ADVISORY SERVICES, LLC | 172009 | $1.09B | $1.09B | 10 | 2026-04-30 | → |
| 804 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 309050 | $1.09B | $1.09B | 12 | 2026-03-31 | → |
| 805 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 154127 | $1.08B | $1.08B | 9 | 2026-05-31 | → |
| 806 | NFSG CORPORATION | 130814 | $1.08B | $1.08B | 89 | 2026-03-31 | → |
| 807 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 290111 | $1.08B | $1.08B | 33 | 2026-06-30 | → |
| 808 | STRID GROUP, LLC | 170052 | $1.08B | $1.08B | 12 | 2026-03-31 | → |
| 809 | HORIZON WEALTH MANAGEMENT, LLC | 170255 | $1.08B | $1.08B | 10 | 2026-02-28 | → |
| 810 | BALBOA WEALTH PARTNERS, INC. | 282329 | $1.07B | $1.07B | 36 | 2026-05-31 | → |
| 811 | ATEGENOS CAPITAL, LLC | 326708 | $1.07B | $1.07B | 13 | 2026-03-31 | → |
| 812 | MCGUIRE INVESTMENT GROUP, LLC | 296271 | $1.06B | $1.06B | 5 | 2026-03-31 | → |
| 813 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | $1.06B | $1.06B | 6 | 2026-02-28 | → |
| 814 | CLEARVIEW FINANCIAL PARTNERS, LLC | 286168 | $1.06B | $1.06B | 8 | 2026-06-30 | → |
| 815 | BOK FINANCIAL SECURITIES, INC. | 17530 | $1.06B | $1.06B | 165 | 2026-03-31 | → |
| 816 | BRIO CONSULTANTS, LLC | 289889 | $1.06B | $1.06B | 21 | 2026-06-30 | → |
| 817 | GRIFFIN ASSET MANAGEMENT, LLC | 104548 | $1.05B | $1.05B | 10 | 2026-02-28 | → |
| 818 | GOLDSTONE FINANCIAL GROUP, LLC | 222520 | $1.05B | $1.05B | 43 | 2026-03-31 | → |
| 819 | PRIVATE PORTFOLIO PARTNERS, LLC | 165616 | $1.05B | $1.05B | 28 | 2025-03-31 | → |
| 820 | BRIDGEPORT FINANCIAL SOLUTIONS LLC | 325485 | $1.05B | $1.05B | 9 | 2026-06-30 | → |
| 821 | WEAVER CONSULTING GROUP, LLC | 287895 | $1.05B | $1.05B | 7 | 2026-04-30 | → |
| 822 | MARBLE WEALTH, LLC | 335291 | $1.05B | $1.05B | 6 | 2026-04-30 | → |
| 823 | TOEWS CORPORATION | 106304 | $1.04B | $1.04B | 20 | 2026-03-31 | → |
| 824 | HARVEY INVESTMENT COMPANY, LLC | 110482 | $1.03B | $1.03B | 4 | 2026-05-31 | → |
| 825 | BURNS J W & CO INC | 107835 | $1.03B | $1.03B | 8 | 2026-04-30 | → |
| 826 | GLEN EAGLE ADVISORS, LLC | 282920 | $1.03B | $1.03B | 21 | 2026-04-30 | → |
| 827 | ZEVIN ASSET MANAGEMENT, LLC | 165269 | $1.02B | $1.02B | 15 | 2026-03-31 | → |
| 828 | VERUM PARTNERS LLC | 301058 | $1.01B | $1.01B | 17 | 2026-03-31 | → |
| 829 | VERTEX PLANNING PARTNERS, LLC | 316839 | $1.01B | $1.01B | 20 | 2026-03-31 | → |
| 830 | DORSEY, WRIGHT & ASSOCIATES, LLC | 104925 | $1.01B | $1.01B | 25 | 2026-04-30 | → |
| 831 | HUDOCK, INC. | 149255 | $1.00B | $1.00B | 15 | 2026-02-28 | → |
| 832 | WORLD EQUITY GROUP, INC. | 29087 | $1.00B | $1.00B | 165 | 2026-06-30 | → |
| 833 | TSFG, LLC | 172555 | $997.2M | $997.2M | 19 | 2026-03-31 | → |
| 834 | COMMONWEALTH FINANCIAL SERVICES, LLC. | 324930 | $994.7M | $994.7M | 26 | 2026-04-30 | → |
| 835 | ADVISORY RESEARCH INC | 108254 | $991.3M | $991.3M | 14 | 2026-03-31 | → |
| 836 | CONCENTRUM WEALTH MANAGEMENT, INC. | 167151 | $986.8M | $986.8M | 7 | 2026-03-31 | → |
| 837 | NUANCE INVESTMENTS, LLC | 148534 | $984.3M | $984.3M | 11 | 2026-01-31 | → |
| 838 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 290329 | $978.6M | $978.6M | 7 | 2026-06-30 | → |
| 839 | MBE WEALTH MANAGEMENT, LLC | 165516 | $977.1M | $977.1M | 18 | 2026-02-28 | → |
| 840 | LEBENTHAL GLOBAL ADVISORS, LLC | 283303 | $971.8M | $971.8M | 30 | 2026-03-31 | → |
| 841 | COLUMBUS MACRO, LLC | 286374 | $970.3M | $970.3M | 7 | 2026-02-28 | → |
| 842 | GARRETT WEALTH ADVISORY GROUP, LLC | 173563 | $969.8M | $969.8M | 20 | 2026-03-31 | → |
| 843 | LIFEWORKS ADVISORS, LLC | 288255 | $966.7M | $966.7M | 48 | 2026-06-30 | → |
| 844 | ROEHL & YI INVESTMENT ADVISORS, LLC | 109258 | $959.4M | $959.4M | 16 | 2026-03-31 | → |
| 845 | CORTLAND ASSOCIATES INC | 104681 | $958.0M | $958.0M | 7 | 2026-03-31 | → |
| 846 | ROBOTTI & COMPANY ADVISORS, LLC | 128093 | $949.8M | $949.8M | 18 | 2026-03-31 | → |
| 847 | SMI ADVISORY SERVICES, LLC | 137872 | $949.0M | $949.0M | 5 | 2026-01-31 | → |
| 848 | DESTINY WEALTH PARTNERS, LLC | 171346 | $947.3M | $947.3M | 26 | 2026-06-30 | → |
| 849 | AUXIER ASSET MANAGEMENT LLC | 107980 | $946.1M | $946.1M | 11 | 2026-03-31 | → |
| 850 | ALMANACK INVESTMENT PARTNERS, LLC | 282428 | $945.9M | $945.9M | 24 | 2026-04-30 | → |
| 851 | CUTTER AND COMPANY BROKERAGE, INC. | 22449 | $937.0M | $937.0M | 48 | 2025-04-30 | → |
| 852 | STONEBROOK PRIVATE LLC | 325434 | $937.0M | $937.0M | 11 | 2026-05-31 | → |
| 853 | PINNACLE WEALTH ADVISORS | 132634 | $936.5M | $936.5M | 6 | 2025-03-31 | → |
| 854 | ESTABROOK CAPITAL MANAGEMENT LLC | 128856 | $933.3M | $933.3M | 10 | 2026-03-31 | → |
| 855 | BOS ASSET MANAGEMENT, LLC | 310632 | $933.2M | $933.2M | 11 | 2026-04-30 | → |
| 856 | J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD | 292433 | $931.9M | $931.9M | 7 | 2026-03-31 | → |
| 857 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 288641 | $931.8M | $931.8M | 41 | 2026-04-30 | → |
| 858 | PCG WEALTH ADVISORS, LLC | 290977 | $931.1M | $931.1M | 24 | 2026-06-30 | → |
| 859 | BRIGHTON SECURITIES CORP. | 3875 | $931.0M | $931.0M | 26 | 2026-04-30 | → |
| 860 | RB CAPITAL MANAGEMENT, LLC | 125678 | $930.6M | $930.6M | 16 | 2026-03-31 | → |
| 861 | STABLEPOINT PARTNERS, LLC | 328503 | $930.0M | $930.0M | 11 | 2026-03-31 | → |
| 862 | INVESTMARK ADVISORY GROUP LLC | 121060 | $929.7M | $929.7M | 10 | 2026-03-31 | → |
| 863 | THE ADVISORY RESOURCE GROUP, LLC | 290110 | $926.6M | $926.6M | 13 | 2026-03-31 | → |
| 864 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | 292600 | $921.5M | $921.5M | 11 | 2026-03-31 | → |
| 865 | OLD WEST INVESTMENT MANAGEMENT, LLC | 148343 | $915.7M | $915.7M | 8 | 2026-03-31 | → |
| 866 | GUARDIAN FINANCIAL PARTNERS, LLC | 287652 | $911.9M | $911.9M | 4 | 2026-02-28 | → |
| 867 | TRUBEE WEALTH ADVISORS, INC. | 3618 | $911.5M | $911.5M | 17 | 2026-03-31 | → |
| 868 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | 133507 | $911.3M | $911.3M | 29 | 2026-02-28 | → |
| 869 | BROOKMONT CAPITAL MANAGEMENT, LLC | 145475 | $910.5M | $910.5M | 4 | 2026-03-31 | → |
| 870 | DEAN INVESTMENT ASSOCIATES, LLC | 104635 | $909.3M | $909.3M | 10 | 2026-03-31 | → |
| 871 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | 300359 | $907.6M | $907.6M | 46 | 2026-06-30 | → |
| 872 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | 168346 | $906.2M | $906.2M | 6 | 2026-03-31 | → |
| 873 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | 109036 | $905.2M | $905.2M | 23 | 2026-05-31 | → |
| 874 | CONVERGENCE FINANCIAL, LLC | 304146 | $904.0M | $904.0M | 18 | 2026-06-30 | → |
| 875 | FLAHARTY ASSET MANAGEMENT, LLC | 168495 | $901.6M | $901.6M | 10 | 2026-03-31 | → |
| 876 | SFAM, LLC | 145026 | $896.5M | $896.5M | 6 | 2026-03-31 | → |
| 877 | BCG SECURITIES, INC. | 70 | $894.2M | $894.2M | 55 | 2026-05-31 | → |
| 878 | THE MILLSTONE EVANS GROUP, LLC | 311142 | $893.3M | $893.3M | 8 | 2026-05-31 | → |
| 879 | INVESTMENT PARTNERS LTD | 108913 | $892.3M | $892.3M | 20 | 2026-05-31 | → |
| 880 | THOMAS J. HERZFELD ADVISORS, INC. | 108369 | $890.4M | $890.4M | 15 | 2026-03-31 | → |
| 881 | TRAN CAPITAL MANAGEMENT, L.P. | 107049 | $890.3M | $890.3M | 7 | 2026-02-28 | → |
| 882 | WESTSIDE INVESTMENT MANAGEMENT, LLC | 154522 | $888.8M | $888.8M | 14 | 2026-02-28 | → |
| 883 | BASEPOINT WEALTH, LLC | 289538 | $883.8M | $883.8M | 24 | 2026-02-28 | → |
| 884 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | 167243 | $883.7M | $883.7M | 5 | 2026-03-31 | → |
| 885 | MARYLAND FINANCIAL GROUP, INC. | 122320 | $880.3M | $880.3M | 40 | 2025-06-30 | → |
| 886 | PARK PLACE CAPITAL CORPORATION | 107952 | $879.2M | $879.2M | 20 | 2026-03-31 | → |
| 887 | RUNNING OAK CAPITAL LLC | 286656 | $874.7M | $874.7M | 2 | 2026-05-31 | → |
| 888 | AFFINITY WEALTH MANAGEMENT LLC | 290735 | $872.5M | $872.5M | 17 | 2026-04-30 | → |
| 889 | BRIDGEWEALTH ADVISORY GROUP, LLC | 293514 | $868.9M | $868.9M | 10 | 2026-03-31 | → |
| 890 | BG INVESTMENT SERVICES, INC. | 281716 | $868.5M | $868.5M | 7 | 2026-01-31 | → |
| 891 | TMB CAPITAL PARTNERS, LLC | 335750 | $867.8M | $867.8M | 6 | 2026-05-31 | → |
| 892 | CARSON ADVISORY, INC. | 117410 | $864.9M | $864.9M | 7 | 2026-04-30 | → |
| 893 | MOODY ALDRICH PARTNERS, LLC | 106920 | $864.3M | $864.3M | 14 | 2026-05-31 | → |
| 894 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | $862.7M | $862.7M | 8 | 2026-03-31 | → |
| 895 | ATLAS PRIVATE WEALTH ADVISORS, LLC | 283744 | $859.8M | $859.8M | 29 | 2026-06-30 | → |
| 896 | WEALTHCARE INVESTMENT PARTNERS LLC | 296475 | $859.6M | $859.6M | 12 | 2026-03-31 | → |
| 897 | CAMBIENT FAMILY OFFICE, LLC | 335128 | $857.9M | $857.9M | 6 | 2026-03-31 | → |
| 898 | ROSSBY FINANCIAL, LLC | 324631 | $854.8M | $854.8M | 7 | 2026-05-31 | → |
| 899 | BIRCHWOOD FINANCIAL PARTNERS, INC. | 169962 | $853.2M | $853.2M | 15 | 2026-03-31 | → |
| 900 | LEELYN SMITH, LLC | 110517 | $852.3M | $852.3M | 38 | 2026-04-30 | → |
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