Sleeve
Home/Registered Investment Advisers Reporting a Qualified Custodian
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
← PreviousPage 9 of 10 · 1,000 firmsNext →
Rank↕Firm NameCRD↕AUM↕AUM↕Employees↕Latest Filing
801LM ADVISORS LLC153940$2.88B$2.88B222026-03-31→
802MELQART ASSET MANAGEMENT (UK) LIMITED287888$2.87B$2.87B232026-02-28→
803HOLLENCREST CAPITAL MANAGEMENT, LLC46217$2.87B$2.87B192026-06-30→
804KELLOGG ASSET MANAGEMENT, LLC150031$2.86B$2.86B92026-03-31→
805COOPER FINANCIAL GROUP111458$2.85B$2.85B532026-06-30→
806QUANTITATIVE SYSTEMATIC STRATEGIES LLC165895$2.83B$2.83B52026-04-30→
807SABA LT, LP334114$2.83B$2.83B122026-05-31→
808EASTERLY INVESTMENT PARTNERS LLC299607$2.83B$2.83B272026-04-30→
809BASSWOOD CAPITAL MANAGEMENT, L.L.C.138032$2.83B$2.83B162026-03-31→
810KAWA CAPITAL MANAGEMENT, INC.157780$2.82B$2.82B532026-06-30→
811CORDOBA ADVISORY PARTNERS LLC310199$2.81B$2.81B112026-03-31→
812WESTERN ASSET MANAGEMENT COMPANY PTE LTD142188$2.80B$2.80B92026-06-30→
813DIVERSIFIED ENTERPRISES, LLC331709$2.79B$2.79B532026-06-30→
814BERKSHIRE ASSET MANAGEMENT, LLC145463$2.79B$2.79B112026-03-31→
815VETA INVESTMENT PARTNERS, LLC309023$2.79B$2.79B102026-05-31→
816A16Z PERENNIAL MANAGEMENT, L.P.324429$2.75B$2.75B262026-05-31→
817PECONIC PARTNERS LLC108857$2.75B$2.75B122026-03-31→
818BISON WEALTH, LLC299805$2.74B$2.74B782026-06-30→
819BILL FEW ASSOCIATES, INC.133561$2.72B$2.72B312026-03-31→
820ARS INVESTMENT PARTNERS, LLC5845$2.71B$2.71B182026-04-30→
821SAGEWOOD ASSET MANAGEMENT LP281548$2.70B$2.70B72026-03-31→
822PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY173995$2.67B$2.67B372026-03-31→
823CHILTON CAPITAL MANAGEMENT LLC104592$2.67B$2.67B322026-03-31→
824ROCK HARBOR PARTNERS LLC322545$2.67B$2.67B42026-03-31→
825TOMS CAPITAL INVESTMENT MANAGEMENT LP291362$2.66B$2.66B212026-06-30→
826OSBORNE PARTNERS CAPITAL MANAGEMENT LLC108100$2.65B$2.65B182026-05-31→
827THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC172470$2.64B$2.64B592026-06-30→
828QUINN OPPORTUNITY PARTNERS LLC167470$2.61B$2.61B22026-04-30→
829TRADITION WEALTH MANAGEMENT LLC128314$2.60B$2.60B322026-06-30→
830CHECCHI CAPITAL ADVISERS, LLC143478$2.59B$2.59B292026-03-31→
831WESTERN ASSET MANAGEMENT COMPANY LTD143388$2.58B$2.58B62025-12-31→
832BROAD REACH INVESTMENT MANAGEMENT LLP285755$2.56B$2.56B292026-06-30→
833SSI INVESTMENT MANAGEMENT LLC104889$2.55B$2.55B252026-03-31→
834ROW ASSET MANAGEMENT, LLC168336$2.55B$2.55B202026-03-31→
835UNIFI ASSET MANAGEMENT LP330942$2.54B$2.54B162026-06-30→
836VALIDUS CAPITAL LLC319212$2.54B$2.54B182026-03-31→
837STRATEGIC BLUEPRINT, LLC284840$2.54B$2.54B562026-05-31→
838DISCERENE GROUP LP154396$2.53B$2.53B112026-03-31→
839STONEBRIDGE CAPITAL ADVISORS LLC111447$2.52B$2.52B312026-03-31→
840MAIN STREET FINANCIAL SOLUTIONS, LLC305834$2.51B$2.51B412026-03-31→
841AZORA CAPITAL LP287621$2.50B$2.50B162026-03-31→
842PATIENT CAPITAL MANAGEMENT, LLC307336$2.50B$2.50B102026-03-31→
843FRONTIER INVESTMENT MANAGEMENT PARTNERS LTD.282586$2.50B$2.50B282026-03-31→
844PERENNIAL INVESTMENT ADVISORS, LLC286477$2.50B$2.50B712026-03-31→
845ALPHASTAR CAPITAL MANAGEMENT, LLC157423$2.50B$2.50B1502026-05-31→
846CORNERSTONE WEALTH GROUP, LLC289971$2.49B$2.49B502026-03-31→
847LVW ADVISORS, LLC159403$2.47B$2.47B192026-03-31→
848GROVE POINT ADVISORS, LLC313171$2.47B$2.47B3892025-07-31→
849OXBOW ADVISORS, LLC156393$2.46B$2.46B132026-06-30→
850SHUFRO, ROSE & CO., LLC3403$2.46B$2.46B272026-04-30→
851JAFFE TILCHIN INVESTMENT PARTNERS, LLC143608$2.45B$2.45B392026-05-31→
852MICHAUD CAPITAL MANAGEMENT LLC159828$2.44B$2.44B192026-03-31→
853MEDALIST PARTNERS LP292747$2.44B$2.44B212026-05-31→
854GRYPHON FINANCIAL PARTNERS, LLC288210$2.44B$2.44B312026-06-30→
855LONG FOCUS CAPITAL MANAGEMENT LLC322024$2.44B$2.44B112026-03-31→
856REQUISITE CAPITAL MANAGEMENT LLC283107$2.43B$2.43B112026-03-31→
857CORECOMMODITY MANAGEMENT, LLC135810$2.41B$2.41B302026-03-31→
858FULTON BREAKEFIELD BROENNIMAN,LLC108967$2.39B$2.39B212026-03-31→
859CAPITAL INVESTMENT ADVISORY SERVICES, LLC149124$2.39B$2.39B912026-03-31→
860SWAN GLOBAL MANAGEMENT LLC173621$2.39B$2.39B32026-03-31→
861SWAN GLOBAL INVESTMENTS, LLC114669$2.39B$2.39B172026-03-31→
862ONE RIVER ASSET MANAGEMENT, LLC167835$2.39B$2.39B222026-03-31→
863MUDITA ADVISORS LLP315593$2.38B$2.38B72026-06-30→
864CHECK CAPITAL MANAGEMENT INC107058$2.37B$2.37B122026-03-31→
865AFBI LP331428$2.34B$2.34B222026-03-31→
866PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC158332$2.34B$2.34B132026-03-31→
867KEYSTONE FINANCIAL GROUP, LLC170201$2.34B$2.34B492026-03-31→
868ISAM FUNDS (USA) LLC307934$2.33B$2.33B582026-01-31→
869ISAM FUNDS (UK) LIMITED307680$2.33B$2.33B1002025-12-31→
870MAGNUS FINANCIAL GROUP LLC289423$2.33B$2.33B242026-03-31→
871A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC8361$2.30B$2.30B3202026-06-30→
872VERUS CAPITAL PARTNERS, LLC151568$2.29B$2.29B682026-03-31→
873RESOLUTION CAPITAL (US) LIMITED298109$2.28B$2.28B22025-09-30→
874LAZARD ASSET MANAGEMENT (CANADA)INC106340$2.28B$2.28B02026-03-31→
875MONECO ADVISORS, LLC171922$2.28B$2.28B662026-06-30→
876STONEBRIDGE FINANCIAL GROUP, LLC327529$2.28B$2.28B292026-03-31→
877COLISEUM CAPITAL MANAGEMENT, LLC158120$2.27B$2.27B152026-03-31→
878FOCUSED WEALTH MANAGEMENT, INC.154828$2.27B$2.27B192026-03-31→
879SATHER FINANCIAL GROUP, INC.109344$2.27B$2.27B92026-01-31→
880CORNERSTONE ADVISORY, LLC142359$2.25B$2.25B192026-03-31→
881AVALOR INVESTMENT AG283227$2.24B$2.24B202026-02-28→
882TWELVE POINTS WEALTH MANAGEMENT LLC171107$2.24B$2.24B252026-05-31→
883TROLUCE CAPITAL ADVISORS LLC313120$2.24B$2.24B52026-05-31→
884PASSAIC PARTNERS LLC313290$2.24B$2.24B92026-03-31→
885ARBION LIMITED155663$2.23B$2.23B322026-03-31→
886KOSS-OLINGER CONSULTING, LLC.111855$2.23B$2.23B302026-04-30→
887WEALTHQUEST CORPORATION141473$2.22B$2.22B422026-03-31→
888RIVERFRONT INVESTMENT GROUP, LLC146221$2.22B$2.22B462026-06-30→
889E.S. BARR & COMPANY107447$2.22B$2.22B62026-03-31→
890DETALUS ADVISORS, LLC117958$2.22B$2.22B152026-03-31→
891OAKMONT CORPORATION112337$2.22B$2.22B352026-03-31→
892PATTEN AND PATTEN, INC.105414$2.21B$2.21B132026-03-31→
893THE INVESTMENT HOUSE LLC163493$2.20B$2.20B112026-03-31→
894RAGA PARTNERS LP316791$2.20B$2.20B122026-05-31→
895HITE HEDGE ASSET MANAGEMENT LLC160173$2.18B$2.18B212026-03-31→
896CATALIO CAPITAL MANAGEMENT, LP310374$2.18B$2.18B302026-03-31→
897SECOR INVESTMENT MANAGEMENT, LP155919$2.17B$2.17B382026-06-30→
898EVOLVE PRIVATE WEALTH, LLC333932$2.15B$2.15B172026-06-30→
899PRIVATE ADVISORY GROUP LLC170043$2.14B$2.14B312026-06-30→
900ETHOS FINANCIAL GROUP, LLC321748$2.14B$2.14B382026-03-31→

Related Lists

RIAs Reporting Financial PlanningRIAs Reporting Portfolio ManagementRIAs with Discretionary AuthorityRIAs Reporting Custody of Client AssetsRIAs Using Performance FeesRIAs with Broker-Dealer Affiliations
Sleeve1,000 firms · 2026-06-30