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 | |
|---|---|---|---|---|---|---|---|
| 401 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | $16.50B | $16.50B | 37 | 2026-03-31 | → |
| 402 | RA CAPITAL MANAGEMENT, LP | 160174 | $16.40B | $16.40B | 185 | 2026-03-31 | → |
| 403 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $16.37B | $16.37B | 65 | 2026-05-31 | → |
| 404 | INVUS FINANCIAL ADVISORS, LLC | 161603 | $16.21B | $16.21B | 70 | 2026-05-31 | → |
| 405 | GREAT LAKES ADVISORS, LLC | 110757 | $16.16B | $16.16B | 84 | 2026-05-31 | → |
| 406 | VARDE MANAGEMENT, L.P. | 148949 | $16.13B | $16.13B | 197 | 2026-06-30 | → |
| 407 | FARTHER FINANCE ADVISORS, LLC | 302050 | $16.01B | $16.01B | 571 | 2026-03-31 | → |
| 408 | MAVERICK CAPITAL LTD | 108262 | $15.85B | $15.85B | 98 | 2026-03-31 | → |
| 409 | MYCIO WEALTH PARTNERS, LLC | 134436 | $15.78B | $15.78B | 67 | 2026-03-31 | → |
| 410 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | $15.73B | $15.73B | 188 | 2026-06-30 | → |
| 411 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $15.72B | $15.72B | 99 | 2026-03-31 | → |
| 412 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | $15.66B | $15.66B | 736 | 2026-03-31 | → |
| 413 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.48B | $15.48B | 2,180 | 2026-06-30 | → |
| 414 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $15.47B | $15.47B | 41 | 2026-03-31 | → |
| 415 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 416 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $15.19B | $15.19B | 212 | 2026-03-31 | → |
| 417 | BLACKSTONE IRELAND LIMITED | 292121 | $15.19B | $15.19B | 711 | 2026-05-31 | → |
| 418 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $15.13B | $15.13B | 205 | 2026-04-30 | → |
| 419 | CV ADVISORS LLC | 164817 | $15.08B | $15.08B | 82 | 2026-04-30 | → |
| 420 | SETANTA ASSET MANAGEMENT LTD | 281781 | $15.02B | $15.02B | 24 | 2025-03-31 | → |
| 421 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $14.97B | $14.97B | 73 | 2026-06-30 | → |
| 422 | TROY ASSET MANAGEMENT LTD | 319174 | $14.80B | $14.80B | 43 | 2025-06-30 | → |
| 423 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | $14.57B | $14.57B | 137 | 2026-05-31 | → |
| 424 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $14.54B | $14.54B | 120 | 2026-06-30 | → |
| 425 | PAAMCO PRISMA, LLC | 108989 | $14.45B | $14.45B | 37 | 2026-05-31 | → |
| 426 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $14.38B | $14.38B | 39 | 2026-03-31 | → |
| 427 | M&G INVESTMENTS (USA) INC. | 305254 | $14.32B | $14.32B | 47 | 2026-03-31 | → |
| 428 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $14.28B | $14.28B | 81 | 2026-03-31 | → |
| 429 | BSP NY LLC | 128557 | $14.24B | $14.24B | 18 | 2026-03-31 | → |
| 430 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $14.23B | $14.23B | 137 | 2026-06-30 | → |
| 431 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $14.15B | $14.15B | 105 | 2026-03-31 | → |
| 432 | APTUS CAPITAL ADVISORS, LLC | 167626 | $14.14B | $14.14B | 40 | 2026-03-31 | → |
| 433 | CIRCLE WEALTH MANAGEMENT, LLC | 142878 | $14.07B | $14.07B | 23 | 2026-04-30 | → |
| 434 | RELATED FUND MANAGEMENT, LLC | 156543 | $14.02B | $14.02B | 69 | 2026-03-31 | → |
| 435 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $13.93B | $13.93B | 207 | 2026-03-31 | → |
| 436 | MISSION WEALTH MANAGEMENT, LP | 113057 | $13.91B | $13.91B | 184 | 2026-04-30 | → |
| 437 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | $13.88B | $13.88B | 200 | 2026-03-31 | → |
| 438 | LIBREMAX CAPITAL, LLC | 155486 | $13.87B | $13.87B | 74 | 2026-03-31 | → |
| 439 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $13.78B | $13.78B | 86 | 2026-05-31 | → |
| 440 | SAPIENT CAPITAL LLC | 324899 | $13.76B | $13.76B | 59 | 2026-03-31 | → |
| 441 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.75B | $13.75B | 797 | 2026-03-31 | → |
| 442 | ARISTEIA CAPITAL, LLC | 135986 | $13.73B | $13.73B | 65 | 2026-03-31 | → |
| 443 | ANTIPODES PARTNERS LIMITED | 299380 | $13.53B | $13.53B | 80 | 2025-09-30 | → |
| 444 | ALPHA ARCHITECT, LLC | 153905 | $13.50B | $13.50B | 12 | 2026-06-30 | → |
| 445 | TREXQUANT INVESTMENT LP | 170476 | $13.48B | $13.48B | 167 | 2026-03-31 | → |
| 446 | INVESCO REAL ESTATE MANAGEMENT S.À R.L. | 286069 | $13.46B | $13.46B | 43 | 2025-03-31 | → |
| 447 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.45B | $13.45B | 211 | 2026-06-30 | → |
| 448 | THE MATHER GROUP, LLC | 156005 | $13.45B | $13.45B | 186 | 2026-04-30 | → |
| 449 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $13.24B | $13.24B | 120 | 2026-05-31 | → |
| 450 | POST ADVISORY GROUP, LLC | 108860 | $13.03B | $13.03B | 49 | 2026-05-31 | → |
| 451 | NOMURA ASSET MANAGEMENT SINGAPORE LIMITED | 110813 | $13.02B | $13.02B | 43 | 2025-06-30 | → |
| 452 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $12.96B | $12.96B | 178 | 2026-04-30 | → |
| 453 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | $12.93B | $12.93B | 624 | 2026-03-31 | → |
| 454 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | $12.88B | $12.88B | 82 | 2026-05-31 | → |
| 455 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $12.85B | $12.85B | 46 | 2026-03-31 | → |
| 456 | ARIEL INVESTMENTS, LLC | 108211 | $12.78B | $12.78B | 109 | 2026-04-30 | → |
| 457 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 20804 | $12.77B | $12.77B | 620 | 2026-06-30 | → |
| 458 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | $12.75B | $12.75B | 405 | 2026-03-31 | → |
| 459 | NEUBERGER BERMAN CANADA ULC | 284803 | $12.39B | $12.39B | 27 | 2026-04-30 | → |
| 460 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $12.22B | $12.22B | 34 | 2026-03-31 | → |
| 461 | GILDER GAGNON HOWE & CO. LLC | 2002 | $12.12B | $12.12B | 84 | 2026-03-31 | → |
| 462 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $12.04B | $12.04B | 121 | 2026-03-31 | → |
| 463 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $11.67B | $11.67B | 149 | 2026-03-31 | → |
| 464 | BRICKTOWN CAPITAL LLC | 319290 | $11.67B | $11.67B | 33 | 2026-03-31 | → |
| 465 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $11.59B | $11.59B | 28 | 2026-04-30 | → |
| 466 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $11.58B | $11.58B | 64 | 2026-03-31 | → |
| 467 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | $11.56B | $11.56B | 199 | 2026-03-31 | → |
| 468 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | $11.54B | $11.54B | 71 | 2026-03-31 | → |
| 469 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $11.49B | $11.49B | 78 | 2026-03-31 | → |
| 470 | AB PRIVATE CREDIT INVESTORS LLC | 173027 | $11.36B | $11.36B | 1 | 2026-05-31 | → |
| 471 | PARVUS ASSET MANAGEMENT JERSEY LIMITED | 174027 | $11.31B | $11.31B | 1 | 2026-06-30 | → |
| 472 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $11.29B | $11.29B | 159 | 2026-06-30 | → |
| 473 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $11.29B | $11.29B | 16 | 2026-05-31 | → |
| 474 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $11.27B | $11.27B | 42 | 2026-06-30 | → |
| 475 | CORBIN CAPITAL PARTNERS, L.P. | 130819 | $11.22B | $11.22B | 56 | 2026-03-31 | → |
| 476 | CAMDEN ASSET MANAGEMENT L P | 106772 | $11.17B | $11.17B | 19 | 2026-06-30 | → |
| 477 | FERMAT CAPITAL MANAGEMENT, LLC | 134099 | $11.14B | $11.14B | 47 | 2026-03-31 | → |
| 478 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | $11.12B | $11.12B | 67 | 2026-03-31 | → |
| 479 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | $11.04B | $11.04B | 531 | 2026-03-31 | → |
| 480 | NEUBERGER BERMAN ASIA LIMITED | 154286 | $11.01B | $11.01B | 62 | 2026-03-31 | → |
| 481 | SCHRODER INVESTMENT MANAGEMENT (JAPAN) LIMITED | 306616 | $11.01B | $11.01B | 81 | 2026-05-31 | → |
| 482 | CASTLE HOOK PARTNERS LP | 284968 | $10.96B | $10.96B | 35 | 2026-03-31 | → |
| 483 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $10.94B | $10.94B | 51 | 2026-03-31 | → |
| 484 | MODERN WEALTH MANAGEMENT, LLC | 324624 | $10.90B | $10.90B | 253 | 2026-04-30 | → |
| 485 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $10.88B | $10.88B | 34 | 2026-03-31 | → |
| 486 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $10.54B | $10.54B | 27 | 2026-05-31 | → |
| 487 | PINNACLE ASSOCIATES, LTD. | 110631 | $10.39B | $10.39B | 69 | 2026-03-31 | → |
| 488 | JOHNSON WEALTH INC. | 125557 | $10.35B | $10.35B | 142 | 2026-03-31 | → |
| 489 | PARALLEL ADVISORS, LLC | 140800 | $10.31B | $10.31B | 137 | 2026-06-30 | → |
| 490 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $10.24B | $10.24B | 73 | 2026-03-31 | → |
| 491 | CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED | 161331 | $10.23B | $10.23B | 28 | 2025-09-30 | → |
| 492 | ALGERT GLOBAL LLC | 125523 | $10.20B | $10.20B | 24 | 2026-05-31 | → |
| 493 | ARIN RISK ADVISORS LLC | 151491 | $10.19B | $10.19B | 11 | 2026-03-31 | → |
| 494 | SHEPHERD KAPLAN LLC | 128244 | $10.16B | $10.16B | 42 | 2026-03-31 | → |
| 495 | OPENARC CORPORATE ADVISORY, LLC | 336837 | $10.09B | $10.09B | 146 | 2026-05-31 | → |
| 496 | DUPONT CAPITAL MANAGEMENT CORP | 107145 | $10.09B | $10.09B | 33 | 2026-01-31 | → |
| 497 | NORTHCAPE CAPITAL PTY LTD | 332305 | $9.96B | $9.96B | 32 | 2026-04-30 | → |
| 498 | PLANCORP, LLC | 106599 | $9.94B | $9.94B | 97 | 2026-05-31 | → |
| 499 | BLUECOVE LIMITED | 307090 | $9.89B | $9.89B | 62 | 2026-03-31 | → |
| 500 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | $9.86B | $9.86B | 5 | 2026-02-28 | → |
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