Research Report · 2026-06-30
Registered Investment Advisers Reporting a Qualified Custodian
SEC-registered investment advisers that report a qualified custodian relationship, ranked by AUM.
Firms
1,000
Total AUM
$91.31T
Median AUM
$9.85B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | NEXT CAPITAL MANAGEMENT LLC | 110793 | $2.14B | $2.14B | 23 | 2026-01-31 | → |
| 902 | GMO SINGAPORE PTE. LIMITED | 169321 | $2.13B | $2.13B | 15 | 2026-03-31 | → |
| 903 | SIR CAPITAL MANAGEMENT L.P. | 161096 | $2.13B | $2.13B | 17 | 2026-03-31 | → |
| 904 | BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED | 297731 | $2.11B | $2.11B | 9 | 2026-04-30 | → |
| 905 | THE WEALTH ALLIANCE, LLC | 305052 | $2.10B | $2.10B | 29 | 2026-04-30 | → |
| 906 | BLUE GROTTO CAPITAL, LLC | 299869 | $2.10B | $2.10B | 6 | 2026-03-31 | → |
| 907 | AMERAUDI ASSET MANAGEMENT, INC. | 119854 | $2.10B | $2.10B | 15 | 2026-03-31 | → |
| 908 | ALPINE ASSOCIATES MANAGEMENT INC. | 138901 | $2.09B | $2.09B | 26 | 2026-03-31 | → |
| 909 | SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | 160366 | $2.08B | $2.08B | 27 | 2026-03-31 | → |
| 910 | INDIVISIBLE PARTNERS, LLC | 332431 | $2.08B | $2.08B | 24 | 2026-05-31 | → |
| 911 | HUB INVESTMENT ADVISORS, INC | 164600 | $2.07B | $2.07B | 9 | 2026-01-31 | → |
| 912 | SEGMENT WEALTH MANAGEMENT, LLC | 164877 | $2.07B | $2.07B | 12 | 2026-05-31 | → |
| 913 | TORTOISE INVESTMENT MANAGEMENT, LLC | 128723 | $2.07B | $2.07B | 21 | 2026-03-31 | → |
| 914 | AVESTAR CAPITAL, LLC | 287525 | $2.07B | $2.07B | 16 | 2026-06-30 | → |
| 915 | IC ADVISORY SERVICES, INC. | 140190 | $2.06B | $2.06B | 220 | 2025-03-31 | → |
| 916 | QUENT CAPITAL, LLC | 308203 | $2.05B | $2.05B | 17 | 2026-03-31 | → |
| 917 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 152242 | $2.05B | $2.05B | 24 | 2026-03-31 | → |
| 918 | INSCRIPTION CAPITAL, LLC | 291780 | $2.05B | $2.05B | 20 | 2026-03-31 | → |
| 919 | OPEROSE ADVISORS LLC | 287465 | $2.04B | $2.04B | 20 | 2026-03-31 | → |
| 920 | BRISTOL GROUP INC | 105087 | $2.04B | $2.04B | 13 | 2026-06-30 | → |
| 921 | CALLODINE CAPITAL MANAGEMENT, LP | 297115 | $2.03B | $2.03B | 19 | 2026-06-30 | → |
| 922 | FULL SAIL CAPITAL, LLC | 291368 | $2.03B | $2.03B | 15 | 2025-06-30 | → |
| 923 | CAPWEALTH ADVISORS, LLC | 148781 | $2.03B | $2.03B | 19 | 2026-03-31 | → |
| 924 | ALPEN PARTNERS INTERNATIONAL AG | 291759 | $2.03B | $2.03B | 57 | 2026-04-30 | → |
| 925 | HALYARD ASSET MANAGEMENT LLC | 154493 | $2.03B | $2.03B | 4 | 2026-03-31 | → |
| 926 | AVITY INVESTMENT MANAGEMENT INC. | 104623 | $2.03B | $2.03B | 8 | 2026-06-30 | → |
| 927 | RUSH ISLAND MANAGEMENT, LP | 291275 | $2.02B | $2.02B | 7 | 2026-03-31 | → |
| 928 | WELL DONE, LLC | 173736 | $2.00B | $2.00B | 26 | 2026-03-31 | → |
| 929 | CORDA INVESTMENT MANAGEMENT, LLC | 108046 | $2.00B | $2.00B | 32 | 2026-02-28 | → |
| 930 | TRUMBOWER FINANCIAL ADVISORS LLC | 107495 | $1.98B | $1.98B | 11 | 2026-03-31 | → |
| 931 | MOUNT LOGAN MANAGEMENT LLC | 311161 | $1.98B | $1.98B | 120 | 2026-06-30 | → |
| 932 | JSF FINANCIAL, LLC | 114025 | $1.97B | $1.97B | 27 | 2026-03-31 | → |
| 933 | GREENWOOD GEARHART, LLC | 110379 | $1.97B | $1.97B | 26 | 2026-05-31 | → |
| 934 | BOLDHAVEN MANAGEMENT LLP | 304300 | $1.97B | $1.97B | 12 | 2026-06-30 | → |
| 935 | ZAZOVE ASSOCIATES LLC | 104751 | $1.97B | $1.97B | 21 | 2026-04-30 | → |
| 936 | BELLECAPITAL INTERNATIONAL AG | 158348 | $1.96B | $1.96B | 18 | 2026-03-31 | → |
| 937 | EVOLUTION WEALTH ADVISORS, LLC | 285142 | $1.96B | $1.96B | 15 | 2026-03-31 | → |
| 938 | 3EDGE ASSET MANAGEMENT, LP | 282059 | $1.95B | $1.95B | 24 | 2026-04-30 | → |
| 939 | BULLTICK WEALTH MANAGEMENT, LLC | 141588 | $1.95B | $1.95B | 62 | 2026-03-31 | → |
| 940 | VOSS CAPITAL, LP | 158929 | $1.94B | $1.94B | 11 | 2026-03-31 | → |
| 941 | ROSSMORE PRIVATE CAPITAL, LLC | 288453 | $1.92B | $1.92B | 10 | 2026-03-31 | → |
| 942 | MAGNETAR ASSET MANAGEMENT LLC | 285287 | $1.92B | $1.92B | 167 | 2026-03-31 | → |
| 943 | PRIVATE WEALTH PARTNERS, LLC | 133802 | $1.92B | $1.92B | 9 | 2026-03-31 | → |
| 944 | RESOLUTE ADVISORS LLC | 300326 | $1.91B | $1.91B | 5 | 2026-03-31 | → |
| 945 | MORA CAPITAL MANAGEMENT, LLC | 112221 | $1.90B | $1.90B | 49 | 2026-06-30 | → |
| 946 | MAIN MANAGEMENT, LLC | 120361 | $1.90B | $1.90B | 27 | 2026-03-31 | → |
| 947 | NUMERAI GP LLC | 282851 | $1.90B | $1.90B | 12 | 2026-03-31 | → |
| 948 | JAG CAPITAL MANAGEMENT LLC | 159227 | $1.90B | $1.90B | 21 | 2026-05-31 | → |
| 949 | BROAD BAY CAPITAL MANAGEMENT LP | 284341 | $1.89B | $1.89B | 10 | 2026-03-31 | → |
| 950 | ETON ADVISORS GROUP, LLC | 289395 | $1.89B | $1.89B | 11 | 2026-03-31 | → |
| 951 | ATLAS INFRASTRUCTURE PARTNERS (UK) LTD | 288560 | $1.88B | $1.88B | 31 | 2026-04-30 | → |
| 952 | KLCM ADVISORS, INC. | 107847 | $1.88B | $1.88B | 11 | 2026-03-31 | → |
| 953 | SOVRAN ADVISORS, LLC | 329415 | $1.87B | $1.87B | 64 | 2026-03-31 | → |
| 954 | DG PARTNERS LLP | 161177 | $1.87B | $1.87B | 37 | 2026-05-31 | → |
| 955 | WOLF HILL CAPITAL MANAGEMENT, LP | 306712 | $1.87B | $1.87B | 7 | 2026-03-31 | → |
| 956 | FIRST LONG ISLAND INVESTORS, LLC | 167212 | $1.86B | $1.86B | 24 | 2026-03-31 | → |
| 957 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 170602 | $1.86B | $1.86B | 91 | 2026-03-31 | → |
| 958 | MONASHEE INVESTMENT MANAGEMENT, LLC | 163148 | $1.86B | $1.86B | 13 | 2026-02-28 | → |
| 959 | WILLIS JOHNSON & ASSOCIATES, INC. | 119759 | $1.85B | $1.85B | 41 | 2026-04-30 | → |
| 960 | GRAND ALLIANCE ASSET MANAGEMENT LTD. | 307801 | $1.81B | $1.81B | 44 | 2025-09-30 | → |
| 961 | AUXANO ADVISORS, LLC | 145179 | $1.78B | $1.78B | 15 | 2026-06-30 | → |
| 962 | MARCO INVESTMENT MANAGEMENT LLC | 108170 | $1.77B | $1.77B | 10 | 2026-06-30 | → |
| 963 | SLATESTONE WEALTH LLC | 286669 | $1.76B | $1.76B | 28 | 2026-06-30 | → |
| 964 | IRONWOOD INVESTMENT COUNSEL, LLC | 110623 | $1.76B | $1.76B | 22 | 2026-03-31 | → |
| 965 | TALOS EURISKO ASSET MANAGEMENT LP | 332873 | $1.76B | $1.76B | 6 | 2026-03-31 | → |
| 966 | CAIUS CAPITAL LLP | 285187 | $1.75B | $1.75B | 18 | 2026-06-30 | → |
| 967 | INTRUA FINANCIAL LLC | 281554 | $1.75B | $1.75B | 53 | 2026-05-31 | → |
| 968 | MERIDIAN WEALTH ADVISORS, LLC | 282609 | $1.74B | $1.74B | 12 | 2026-04-30 | → |
| 969 | RW INVESTMENT MANAGEMENT LLC | 282707 | $1.73B | $1.73B | 20 | 2026-03-31 | → |
| 970 | GALAXY DIGITAL CAPITAL MANAGEMENT LP | 293908 | $1.72B | $1.72B | 61 | 2026-04-30 | → |
| 971 | ARGENT ADVISORS, INC. | 112028 | $1.71B | $1.71B | 27 | 2026-03-31 | → |
| 972 | INVICTUS PRIVATE WEALTH, LLC | 317727 | $1.71B | $1.71B | 6 | 2026-03-31 | → |
| 973 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | $1.71B | $1.71B | 21 | 2026-03-31 | → |
| 974 | P/E GLOBAL LLC | 155642 | $1.71B | $1.71B | 62 | 2026-03-31 | → |
| 975 | SEELAUS ASSET MANAGEMENT, LLC | 149582 | $1.70B | $1.70B | 29 | 2026-03-31 | → |
| 976 | GILBERT & COOK, INC. | 283112 | $1.70B | $1.70B | 32 | 2026-06-30 | → |
| 977 | PARSIFAL CAPITAL MANAGEMENT, LP | 299858 | $1.69B | $1.69B | 11 | 2026-03-31 | → |
| 978 | CRA FINANCIAL SERVICES, L.L.C. | 124004 | $1.69B | $1.69B | 14 | 2026-05-31 | → |
| 979 | PETREDIS INVESTMENT ADVISORS LLC | 322371 | $1.69B | $1.69B | 10 | 2026-03-31 | → |
| 980 | CLEARWATER CAPITAL ADVISORS, LLC | 139886 | $1.68B | $1.68B | 23 | 2026-05-31 | → |
| 981 | WEATHERLY ASSET MANAGEMENT LP | 106935 | $1.68B | $1.68B | 16 | 2026-02-28 | → |
| 982 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | $1.67B | $1.67B | 24 | 2026-05-31 | → |
| 983 | PHILOSOPHY CAPITAL MANAGEMENT LLC | 308425 | $1.66B | $1.66B | 8 | 2026-03-31 | → |
| 984 | LEVIN CAPITAL STRATEGIES, L.P. | 137147 | $1.66B | $1.66B | 14 | 2026-03-31 | → |
| 985 | QUATTRO FINANCIAL ADVISORS LLC | 284852 | $1.66B | $1.66B | 3 | 2026-03-31 | → |
| 986 | COMPASS GROUP LLC | 108772 | $1.65B | $1.65B | 19 | 2026-03-31 | → |
| 987 | JOURNEY ADVISORY GROUP, LLC | 171919 | $1.65B | $1.65B | 31 | 2026-06-30 | → |
| 988 | BLUE SEA CAPITAL LLC | 169023 | $1.65B | $1.65B | 24 | 2026-03-31 | → |
| 989 | LPC REALTY ADVISORS I, LLC | 112175 | $1.65B | $1.65B | 9 | 2026-03-31 | → |
| 990 | LYELL WEALTH MANAGEMENT LP | 283521 | $1.65B | $1.65B | 11 | 2026-03-31 | → |
| 991 | STEEL GROVE CAPITAL ADVISORS, LLC | 115231 | $1.64B | $1.64B | 13 | 2026-03-31 | → |
| 992 | AVEO CAPITAL PARTNERS, LLC | 157728 | $1.64B | $1.64B | 27 | 2025-04-30 | → |
| 993 | ARDSLEY ADVISORY PARTNERS LP | 301116 | $1.64B | $1.64B | 11 | 2026-05-31 | → |
| 994 | WEALHOUSE CAPITAL LIMITED PARTNERSHIP | 282931 | $1.63B | $1.63B | 16 | 2026-02-28 | → |
| 995 | TRIVIUM POINT ADVISORY, LLC | 292182 | $1.63B | $1.63B | 38 | 2026-03-31 | → |
| 996 | FORTIS CAPITAL ADVISORS, LLC | 309709 | $1.62B | $1.62B | 68 | 2026-06-30 | → |
| 997 | SILVERARC CAPITAL MANAGEMENT, LLC | 304220 | $1.61B | $1.61B | 9 | 2026-03-31 | → |
| 998 | ALTA CAPITAL MANAGEMENT LLC | 106786 | $1.60B | $1.60B | 19 | 2026-06-30 | → |
| 999 | PROMUS CAPITAL, LLC | 147597 | $1.60B | $1.60B | 28 | 2025-05-31 | → |
| 1000 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | 165689 | $1.60B | $1.60B | 39 | 2026-04-30 | → |
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