Research Report · 2026-06-30
Registered Investment Advisers with the Strongest Institutional-to-Wealth Mix
SEC-registered investment advisers ranked by institutional client assets relative to wealth client assets.
Firms
1,000
Total AUM
$46.73T
Median AUM
$1.70B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional / Wealth Asset Ratio↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | SPRINGS CAPITAL (HONG KONG) LIMITED | 168321 | 262.5 | $7.17B | 17 | 2026-06-30 | → |
| 102 | MEOW ADVISORY, LLC | 321099 | 261.3 | $1.38B | 2 | 2026-02-28 | → |
| 103 | COMMERCE STREET INVESTMENT ADVISOR, LLC | 144278 | 257.9 | $891.3M | 14 | 2026-03-31 | → |
| 104 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | 257.2 | $17.83B | 104 | 2026-05-31 | → |
| 105 | PROMETHOS CAPITAL, LLC | 300915 | 245.9 | $1.27B | 6 | 2026-04-30 | → |
| 106 | VAN BERKOM AND ASSOCIATES INC. | 128221 | 234.5 | $3.80B | 33 | 2026-05-31 | → |
| 107 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | 230.5 | $12.97B | 31 | 2026-05-31 | → |
| 108 | ASB CAPITAL MANAGEMENT LLC | 110995 | 227.6 | $36.68B | 62 | 2026-04-30 | → |
| 109 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | 218.7 | $78.52B | 377 | 2026-05-31 | → |
| 110 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | 149165 | 217.9 | $2.18B | 16 | 2026-06-30 | → |
| 111 | FIDUCIARY EXPERTS LLC | 146721 | 214.6 | $985.8M | 3 | 2026-05-31 | → |
| 112 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | 208.7 | $178.01B | 471 | 2026-04-30 | → |
| 113 | COHALO ADVISORY LLC | 297315 | 206.1 | $1.35B | 1 | 2026-04-30 | → |
| 114 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | 202.7 | $81.44B | 164 | 2026-03-31 | → |
| 115 | NORTHSTAR FIDUCIARY PARTNERS, LLC | 284994 | 198.2 | $1.27B | 2 | 2026-04-30 | → |
| 116 | CLEARBRIDGE INC. | 110909 | 193.2 | $7.31B | 4 | 2025-10-31 | → |
| 117 | AMICORP WEALTH SERVICES LLC | 319247 | 188.8 | $188.5M | 3 | 2026-03-31 | → |
| 118 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | 188.4 | $1.60T | 7,987 | 2026-06-30 | → |
| 119 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | 188.1 | $194.82B | 235 | 2026-06-30 | → |
| 120 | MCMORGAN & COMPANY LLC | 115060 | 177.9 | $7.61B | 26 | 2026-03-31 | → |
| 121 | HARBOR ADVISORS LLC | 312432 | 173.2 | $851.7M | 1 | 2026-02-28 | → |
| 122 | SAPIENCE INVESTMENTS, LLC | 284720 | 167.3 | $184.7M | 7 | 2025-03-31 | → |
| 123 | SEER CAPITAL MANAGEMENT LP | 152164 | 165.9 | $1.06B | 23 | 2026-03-31 | → |
| 124 | JULEX CAPITAL MANAGEMENT, LLC | 166053 | 160.5 | $246.7M | 3 | 2026-02-28 | → |
| 125 | EARNEST PARTNERS LLC | 107926 | 154.1 | $42.61B | 47 | 2026-06-30 | → |
| 126 | MONORAIL SECURITIES LLC | 285309 | 152.1 | $388.7M | 7 | 2026-03-31 | → |
| 127 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 106355 | 150.6 | $11.53B | 49 | 2026-04-30 | → |
| 128 | TEEWINOT CAPITAL ADVISERS, L.L.C. | 138757 | 148.3 | $1.61B | 9 | 2026-06-30 | → |
| 129 | FUND EVALUATION GROUP, LLC | 121658 | 138.5 | $23.86B | 136 | 2026-03-31 | → |
| 130 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | 137.9 | $4.97B | 13 | 2026-04-30 | → |
| 131 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | 137.1 | $6.84B | 12 | 2026-06-30 | → |
| 132 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | 135.4 | $27.49B | 49 | 2026-03-31 | → |
| 133 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 133.2 | $274.95B | 859 | 2026-03-31 | → |
| 134 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | 131.8 | $29.59B | 127 | 2026-02-28 | → |
| 135 | FREEDOM FIDUCIARIES LLC | 323673 | 131.8 | $584.6M | 5 | 2026-06-30 | → |
| 136 | SUNSTATE WEALTH MANAGEMENT LLC | 317453 | 130.1 | $209.8M | 4 | 2026-05-31 | → |
| 137 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | 285366 | 128.2 | $7.26B | 29 | 2026-03-31 | → |
| 138 | DISCIPLINA CAPITAL MANAGEMENT, LLC | 167295 | 127.8 | $3.06B | 11 | 2026-03-31 | → |
| 139 | QUANTUM CAPITAL ADVISORS, LLC | 162826 | 125.2 | $797.9M | 4 | 2026-03-31 | → |
| 140 | S.B. VALUE PARTNERS, L.P. | 139162 | 124.6 | $3.89B | 13 | 2026-03-31 | → |
| 141 | PRUDENT MAN ADVISORS, LLC | 301973 | 122.9 | $30.59B | 157 | 2026-04-30 | → |
| 142 | NB ALTERNATIVES ADVISERS LLC | 149822 | 122.1 | $160.24B | 417 | 2026-03-31 | → |
| 143 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | 117.6 | $65.44B | 157 | 2026-05-31 | → |
| 144 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | 115.5 | $12.77B | 193 | 2025-12-31 | → |
| 145 | FAIRCOURT PARTNERS, LLC | 295508 | 113.6 | $3.12B | 4 | 2026-05-31 | → |
| 146 | ALTES CAPITAL, LLC | 331481 | 113.3 | $3.19B | 7 | 2026-03-31 | → |
| 147 | VALIDUS GROWTH INVESTORS, LLC | 166575 | 105.6 | $352.9M | 4 | 2026-06-30 | → |
| 148 | HARVEY PARTNERS, LLC | 160681 | 103.9 | $1.23B | 5 | 2026-03-31 | → |
| 149 | PEIRCE PARK GROUP INC. | 118655 | 103.2 | $315.7M | 6 | 2026-05-31 | → |
| 150 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | 101 | $8.52B | 11 | 2026-05-31 | → |
| 151 | LISANTI CAPITAL GROWTH LLC | 130023 | 98.9 | $432.5M | 4 | 2026-04-30 | → |
| 152 | TILLER PARTNERS, LLC | 170429 | 97.8 | $261.5M | 1 | 2026-03-31 | → |
| 153 | MULHOLLAND WEALTH ADVISORS, LLC | 282408 | 96.8 | $611.7M | 39 | 2026-04-30 | → |
| 154 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | 96.1 | $23.44B | 51 | 2026-04-30 | → |
| 155 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | 94.8 | $9.95B | 18 | 2026-03-31 | → |
| 156 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | 93.5 | $484.10B | 1,403 | 2026-04-30 | → |
| 157 | PENSION CONSULTANTS INC | 113914 | 91.5 | $5.42B | 17 | 2026-03-31 | → |
| 158 | SILVANT CAPITAL MANAGEMENT LLC | 146025 | 91.3 | $3.04B | 8 | 2026-03-31 | → |
| 159 | POINTOAK RETIREMENT ADVISORS, LLC | 314866 | 89.7 | $1.08B | 3 | 2026-03-31 | → |
| 160 | PETRA CAPITAL MANAGEMENT, INC. | 277042 | 83 | $1.76B | 13 | 2026-06-30 | → |
| 161 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | 80.9 | $7.75B | 26 | 2026-03-31 | → |
| 162 | DAVIS SELECTED ADVISERS LP | 108674 | 79.2 | $30.12B | 121 | 2026-03-31 | → |
| 163 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | 79.1 | $66.46B | 90 | 2026-06-30 | → |
| 164 | CW INVESTMENT ADVISERS, LLC | 305926 | 78.9 | $1.08B | 36 | 2026-03-31 | → |
| 165 | LOGICA CAPITAL ADVISERS, LLC | 168906 | 78.5 | $304.6M | 9 | 2026-05-31 | → |
| 166 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | 77.7 | $21.98B | 57 | 2026-03-31 | → |
| 167 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | 77.5 | $34.59B | 163 | 2026-03-31 | → |
| 168 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | 77.3 | $35.51B | 94 | 2026-03-31 | → |
| 169 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | 76.9 | $11.14B | 23 | 2025-09-30 | → |
| 170 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | 76 | $427.71B | 1,394 | 2026-05-31 | → |
| 171 | TIAA KASPICK, LLC | 104554 | 75.9 | $8.74B | 115 | 2026-06-30 | → |
| 172 | PAYDEN & RYGEL | 107160 | 75.2 | $158.23B | 194 | 2026-03-31 | → |
| 173 | HAYS FINANCIAL GROUP, LLC | 306877 | 74.3 | $7.45B | 12 | 2026-03-31 | → |
| 174 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | 74.1 | $81.18B | 431 | 2026-05-31 | → |
| 175 | BAC CAPITAL ADVISORS LLC | 116816 | 73 | $301.2M | 3 | 2026-03-31 | → |
| 176 | E.P.G., INCORPORATED | 106821 | 72.3 | $3.20B | 11 | 2026-03-31 | → |
| 177 | SETANTA ASSET MANAGEMENT LTD | 281781 | 71.7 | $15.02B | 24 | 2025-03-31 | → |
| 178 | OAK CITY CONSULTING, LLC | 162220 | 70.7 | $1.43B | 6 | 2026-03-31 | → |
| 179 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | 70.6 | $37.50B | 195 | 2026-03-31 | → |
| 180 | KNOWN WEALTH LLC | 321745 | 69.5 | $104.9M | 10 | 2025-10-31 | → |
| 181 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | 69.1 | $21.93B | 28 | 2026-03-31 | → |
| 182 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | 66.4 | $5.49B | 11 | 2026-03-31 | → |
| 183 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | 65.9 | $7.90B | 41 | 2026-03-31 | → |
| 184 | GRANGER MANAGEMENT LLC | 168096 | 64.4 | $4.92B | 12 | 2026-03-31 | → |
| 185 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | 64.2 | $93.47B | 157 | 2026-06-30 | → |
| 186 | BILL OPP FIXED INCOME ADVISORY SERVICE, LLC | 150087 | 63.5 | $309.8M | 1 | 2026-01-31 | → |
| 187 | BROAD REACH CAPITAL LLC | 144686 | 63.2 | $180.5M | 4 | 2026-05-31 | → |
| 188 | THE EDGAR LOMAX COMPANY | 105444 | 63.2 | $1.42B | 8 | 2026-03-31 | → |
| 189 | MAS ADVISORS LLC | 165906 | 60.5 | $2.56B | 13 | 2026-03-31 | → |
| 190 | ARKA CAPITAL A.M. LTD | 339997 | 60 | $263.8M | 1 | 2026-06-30 | → |
| 191 | SEAVIEW INVESTMENT MANAGERS LLC | 300155 | 59.6 | $1.37B | 13 | 2026-05-31 | → |
| 192 | ASSET STRATEGY CONSULTANTS LLC | 110800 | 59.6 | $5.16B | 14 | 2026-06-30 | → |
| 193 | PGIM LIMITED | 160005 | 58.7 | $76.45B | 299 | 2026-03-31 | → |
| 194 | CLEARWATER ADVISORS, LLC | 116865 | 57.9 | $4.65B | 9 | 2026-05-31 | → |
| 195 | ALPHA INVESTMENT CONSULTING GROUP, LLC | 139721 | 57.4 | $713.6M | 8 | 2026-03-31 | → |
| 196 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | 57.2 | $12.27B | 48 | 2025-12-31 | → |
| 197 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | 56.3 | $3.52T | 3,194 | 2026-06-30 | → |
| 198 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | 55.6 | $62.24B | 103 | 2026-03-31 | → |
| 199 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | 55.5 | $150.40B | 254 | 2026-03-31 | → |
| 200 | GUGGENHEIM INVESTMENT ADVISORS, LLC | 108263 | 55.2 | $840.9M | 9 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30