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 | |
|---|---|---|---|---|---|---|---|
| 201 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $69.09B | $69.09B | 101 | 2026-03-31 | → |
| 202 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $68.22B | $68.22B | 408 | 2026-03-31 | → |
| 203 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $67.84B | $67.84B | 610 | 2026-06-30 | → |
| 204 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $66.46B | $66.46B | 90 | 2026-06-30 | → |
| 205 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
| 206 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $65.44B | $65.44B | 157 | 2026-05-31 | → |
| 207 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $62.67B | $62.67B | 239 | 2026-05-31 | → |
| 208 | CVC CREDIT PARTNERS, LLC | 138528 | $61.63B | $61.63B | 153 | 2026-05-31 | → |
| 209 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | 290954 | $61.10B | $61.10B | 285 | 2026-06-30 | → |
| 210 | AMERICAN BEACON ADVISORS, INC. | 105552 | $59.93B | $59.93B | 121 | 2026-03-31 | → |
| 211 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $59.78B | $59.78B | 78 | 2026-04-30 | → |
| 212 | MIO PARTNERS, INC. | 108637 | $59.59B | $59.59B | 287 | 2026-03-31 | → |
| 213 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $59.16B | $59.16B | 88 | 2026-05-31 | → |
| 214 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $57.43B | $57.43B | 51 | 2026-04-30 | → |
| 215 | IEQ CAPITAL, LLC | 301819 | $56.77B | $56.77B | 266 | 2026-06-30 | → |
| 216 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $56.01B | $56.01B | 7,036 | 2026-06-30 | → |
| 217 | BEACON POINTE ADVISORS, LLC | 119290 | $54.87B | $54.87B | 780 | 2026-05-31 | → |
| 218 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $54.45B | $54.45B | 219 | 2026-03-31 | → |
| 219 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $54.20B | $54.20B | 177 | 2025-07-31 | → |
| 220 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $52.93B | $52.93B | 313 | 2026-04-30 | → |
| 221 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $52.63B | $52.63B | 254 | 2026-03-31 | → |
| 222 | CUSOURCE, LLC | 44970 | $52.37B | $52.37B | 7 | 2026-03-31 | → |
| 223 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $52.10B | $52.10B | 562 | 2026-05-31 | → |
| 224 | CAPITAL INTERNATIONAL, INC. | 110682 | $51.92B | $51.92B | 263 | 2026-05-31 | → |
| 225 | VEST FINANCIAL LLC | 165976 | $51.81B | $51.81B | 52 | 2026-06-30 | → |
| 226 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $51.63B | $51.63B | 711 | 2026-03-31 | → |
| 227 | CWM, LLC | 155344 | $50.58B | $50.58B | 1,416 | 2026-06-30 | → |
| 228 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $50.54B | $50.54B | 585 | 2026-03-31 | → |
| 229 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | $50.51B | $50.51B | 190 | 2026-04-30 | → |
| 230 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $50.42B | $50.42B | 122 | 2026-03-31 | → |
| 231 | AE WEALTH MANAGEMENT, LLC | 282580 | $49.84B | $49.84B | 630 | 2026-06-30 | → |
| 232 | CRESCENT CAPITAL GROUP LP | 153966 | $49.71B | $49.71B | 239 | 2026-05-31 | → |
| 233 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $49.31B | $49.31B | 133 | 2026-04-30 | → |
| 234 | INVESCO MANAGEMENT S.A. | 143238 | $48.69B | $48.69B | 357 | 2026-03-31 | → |
| 235 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 236 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | 105455 | $48.44B | $48.44B | 123 | 2026-03-31 | → |
| 237 | NLG CAPITAL, LLC | 109396 | $46.55B | $46.55B | 54 | 2026-03-31 | → |
| 238 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $46.11B | $46.11B | 2,278 | 2025-03-31 | → |
| 239 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $46.06B | $46.06B | 250 | 2026-06-30 | → |
| 240 | TIDAL INVESTMENTS LLC | 164201 | $45.83B | $45.83B | 207 | 2026-03-31 | → |
| 241 | MEAG NEW YORK CORPORATION | 321962 | $44.87B | $44.87B | 46 | 2026-05-31 | → |
| 242 | CIFC ASSET MANAGEMENT LLC | 159172 | $44.58B | $44.58B | 200 | 2026-05-31 | → |
| 243 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $44.36B | $44.36B | 65 | 2025-09-30 | → |
| 244 | PRIVATE ADVISOR GROUP, LLC | 155216 | $44.33B | $44.33B | 674 | 2026-06-30 | → |
| 245 | PANAGORA ASSET MANAGEMENT INC | 105201 | $44.13B | $44.13B | 110 | 2026-03-31 | → |
| 246 | CALAMOS ADVISORS LLC | 105758 | $43.89B | $43.89B | 300 | 2026-04-30 | → |
| 247 | POLAR CAPITAL LLP | 136133 | $43.26B | $43.26B | 196 | 2026-06-30 | → |
| 248 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $43.00B | $43.00B | 225 | 2026-03-31 | → |
| 249 | JASPER RIDGE PARTNERS, L.P. | 144401 | $42.95B | $42.95B | 145 | 2026-03-31 | → |
| 250 | LIDO ADVISORS, LLC | 269866 | $42.50B | $42.50B | 437 | 2026-06-30 | → |
| 251 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $42.39B | $42.39B | 63 | 2026-05-31 | → |
| 252 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $42.34B | $42.34B | 134 | 2026-03-31 | → |
| 253 | D.A. DAVIDSON & CO. | 199 | $41.84B | $41.84B | 990 | 2026-01-31 | → |
| 254 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | $41.56B | $41.56B | 70 | 2026-03-31 | → |
| 255 | ABRDN INC. | 111069 | $41.48B | $41.48B | 193 | 2026-03-31 | → |
| 256 | NINETY ONE NORTH AMERICA, INC. | 167922 | $41.47B | $41.47B | 68 | 2026-06-30 | → |
| 257 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $40.90B | $40.90B | 151 | 2026-05-31 | → |
| 258 | MORGAN STANLEY AIP GP LP | 117050 | $40.85B | $40.85B | 200 | 2026-03-31 | → |
| 259 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $40.83B | $40.83B | 27 | 2026-01-31 | → |
| 260 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $40.65B | $40.65B | 149 | 2026-04-30 | → |
| 261 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $40.58B | $40.58B | 103 | 2026-03-31 | → |
| 262 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $40.52B | $40.52B | 122 | 2026-06-30 | → |
| 263 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $40.33B | $40.33B | 177 | 2026-03-31 | → |
| 264 | ABRDN ASIA LIMITED | 124509 | $40.27B | $40.27B | 165 | 2026-06-30 | → |
| 265 | CHEYNE CAPITAL MANAGEMENT (UK) LLP | 158991 | $39.92B | $39.92B | 152 | 2026-06-30 | → |
| 266 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $39.46B | $39.46B | 62 | 2026-03-31 | → |
| 267 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $38.82B | $38.82B | 405 | 2026-05-31 | → |
| 268 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $38.77B | $38.77B | 859 | 2026-03-31 | → |
| 269 | INVESTURE, LLC | 130099 | $38.52B | $38.52B | 51 | 2026-03-31 | → |
| 270 | JARISLOWSKY, FRASER LIMITED | 107390 | $38.23B | $38.23B | 225 | 2025-05-31 | → |
| 271 | FIRST MANHATTAN CO. LLC | 325281 | $38.09B | $38.09B | 147 | 2026-04-30 | → |
| 272 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | $37.86B | $37.86B | 164 | 2026-06-30 | → |
| 273 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $37.56B | $37.56B | 50 | 2026-06-30 | → |
| 274 | OSAIC FA, INC. | 3978 | $37.13B | $37.13B | 1,607 | 2025-01-31 | → |
| 275 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 276 | OPPENHEIMER & CO. INC. | 249 | $36.71B | $36.71B | 2,806 | 2026-06-30 | → |
| 277 | ASB CAPITAL MANAGEMENT LLC | 110995 | $36.68B | $36.68B | 62 | 2026-04-30 | → |
| 278 | SCOUT INVESTMENTS, INC. | 111787 | $36.57B | $36.57B | 53 | 2026-05-31 | → |
| 279 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $36.41B | $36.41B | 309 | 2026-03-31 | → |
| 280 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $36.11B | $36.11B | 128 | 2026-03-31 | → |
| 281 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $35.71B | $35.71B | 630 | 2026-03-31 | → |
| 282 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $35.69B | $35.69B | 151 | 2026-05-31 | → |
| 283 | HBK INVESTMENTS L.P. | 115079 | $35.61B | $35.61B | 198 | 2026-06-30 | → |
| 284 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $35.52B | $35.52B | 68 | 2026-06-30 | → |
| 285 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $35.51B | $35.51B | 94 | 2026-03-31 | → |
| 286 | AKSIA LLC | 143422 | $35.20B | $35.20B | 177 | 2026-06-30 | → |
| 287 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $35.08B | $35.08B | 146 | 2026-01-31 | → |
| 288 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $35.03B | $35.03B | 580 | 2026-03-31 | → |
| 289 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $34.91B | $34.91B | 95 | 2026-03-31 | → |
| 290 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | 164537 | $34.39B | $34.39B | 228 | 2026-05-31 | → |
| 291 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | $34.11B | $34.11B | 310 | 2026-05-31 | → |
| 292 | CLEARSTEAD ADVISORS, LLC | 105674 | $33.88B | $33.88B | 280 | 2026-03-31 | → |
| 293 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $33.80B | $33.80B | 26 | 2026-06-30 | → |
| 294 | ALLWORTH FINANCIAL, L.P. | 111167 | $33.55B | $33.55B | 493 | 2026-03-31 | → |
| 295 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $33.52B | $33.52B | 549 | 2026-06-30 | → |
| 296 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $33.49B | $33.49B | 39 | 2026-06-30 | → |
| 297 | BNY MELLON ADVISORS, INC. | 106108 | $33.48B | $33.48B | 66 | 2026-05-31 | → |
| 298 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $33.37B | $33.37B | 47 | 2026-03-31 | → |
| 299 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $33.19B | $33.19B | 7 | 2025-12-31 | → |
| 300 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $33.02B | $33.02B | 108 | 2026-04-30 | → |
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