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 | |
|---|---|---|---|---|---|---|---|
| 401 | REDWOOD INVESTMENT MANAGEMENT, LLC. | 153139 | 12.5 | $2.47B | 39 | 2026-03-31 | → |
| 402 | WESTFULLER ADVISORS, LLC | 155054 | 12.5 | $3.37B | 23 | 2026-03-31 | → |
| 403 | REINHART PARTNERS, LLC | 106432 | 12.5 | $2.47B | 16 | 2026-05-31 | → |
| 404 | LOYOLA ASSET MANAGEMENT LLC | 153255 | 12.5 | $239.9M | 5 | 2026-03-31 | → |
| 405 | INVESTURE, LLC | 130099 | 12.4 | $38.52B | 51 | 2026-03-31 | → |
| 406 | ATOMIC INVEST LLC | 313255 | 12.4 | $319.5M | 21 | 2026-04-30 | → |
| 407 | RETIREMENT PLANS, INC. | 286214 | 12.4 | $224.9M | 6 | 2026-03-31 | → |
| 408 | STONEBRIDGE ADVISORS LLC | 134017 | 12.1 | $11.83B | 15 | 2026-03-31 | → |
| 409 | CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC | 167195 | 12.1 | $184.4M | 1 | 2026-03-31 | → |
| 410 | CAPFINANCIAL PARTNERS, LLC | 175112 | 11.9 | $1.24T | 1,841 | 2026-05-31 | → |
| 411 | OHIGGINS ASSET MANAGEMENT INC | 107194 | 11.9 | $194.8M | 3 | 2026-03-31 | → |
| 412 | MELLON INVESTMENTS CORPORATION | 105764 | 11.7 | $873.87B | 98 | 2026-05-31 | → |
| 413 | PIER CAPITAL, LLC | 131212 | 11.6 | $647.7M | 9 | 2026-03-31 | → |
| 414 | PAN GLOBAL ADVISERS, LLC | 301863 | 11.6 | $270.5M | 3 | 2026-03-31 | → |
| 415 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | 11.6 | $10.12B | 23 | 2025-09-30 | → |
| 416 | SKBA CAPITAL MANAGEMENT, LLC | 108542 | 11.3 | $732.0M | 10 | 2026-04-30 | → |
| 417 | QUEST INVESTMENT MANAGEMENT, LLC | 110640 | 11.3 | $1.71B | 9 | 2026-03-31 | → |
| 418 | ORLEANS CAPITAL MANAGEMENT CORP | 111359 | 11.2 | $2.13B | 12 | 2026-03-31 | → |
| 419 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | 11.2 | $3.30B | 17 | 2026-03-31 | → |
| 420 | GODWIN CAPITAL GROUP, LLC | 316592 | 11.1 | $1.13B | 6 | 2026-03-31 | → |
| 421 | BISON CREEK WEALTH MANAGEMENT LLC | 314991 | 11.1 | $317.3M | 1 | 2026-03-31 | → |
| 422 | COLUMBUS MACRO, LLC | 286374 | 11 | $970.3M | 7 | 2026-02-28 | → |
| 423 | HALYARD ASSET MANAGEMENT LLC | 154493 | 11 | $2.03B | 4 | 2026-03-31 | → |
| 424 | MOERUS CAPITAL MANAGEMENT LLC | 282399 | 10.9 | $893.1M | 8 | 2026-03-31 | → |
| 425 | LAZARD ASSET MANAGEMENT LLC | 122836 | 10.8 | $120.52B | 532 | 2026-03-31 | → |
| 426 | BRIDGE CITY CAPITAL, LLC | 148828 | 10.8 | $354.7M | 6 | 2026-04-30 | → |
| 427 | GRANAHAN INVESTMENT MANAGEMENT LLC | 107745 | 10.7 | $2.36B | 20 | 2026-03-31 | → |
| 428 | ADVANTAGE INVESTING, INC. | 116059 | 10.6 | $138.9M | 2 | 2026-02-28 | → |
| 429 | STAIRWAY PARTNERS, LLC | 133157 | 10.3 | $2.36B | 5 | 2026-01-31 | → |
| 430 | ABG CONSULTANTS, LLC | 131129 | 10.3 | $697.4M | 4 | 2026-04-30 | → |
| 431 | SMEAD CAPITAL MANAGEMENT, INC. | 143567 | 10.2 | $5.52B | 18 | 2026-03-31 | → |
| 432 | PHOCAS FINANCIAL CORPORATION | 135470 | 10.1 | $682.7M | 10 | 2026-05-31 | → |
| 433 | ONEWELTH INC | 325277 | 10 | $101.9M | 2 | 2026-03-31 | → |
| 434 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | 10 | $24.06B | 168 | 2026-05-31 | → |
| 435 | ST. JAMES INVESTMENT ADVISORS, LLC | 283880 | 9.9 | $511.5M | 7 | 2026-02-28 | → |
| 436 | DALTON INVESTMENTS, INC. | 308609 | 9.8 | $5.72B | 46 | 2026-03-31 | → |
| 437 | SMH CAPITAL ADVISORS LLC | 108344 | 9.7 | $503.1M | 7 | 2026-03-31 | → |
| 438 | FIDUCIARY ADVISORS, INC. | 108239 | 9.7 | $2.10B | 4 | 2026-03-31 | → |
| 439 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | 9.6 | $36.11B | 128 | 2026-03-31 | → |
| 440 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | 9.6 | $2.93B | 9 | 2026-03-31 | → |
| 441 | SENTINEL PENSION ADVISORS, LLC | 109901 | 9.6 | $11.94B | 53 | 2026-05-31 | → |
| 442 | BIRCH RUN INVESTMENTS, LLC | 285285 | 9.4 | $457.5M | 5 | 2026-03-31 | → |
| 443 | FUND DIRECT ADVISORS INC. | 155363 | 9.2 | $593.0M | 4 | 2026-03-31 | → |
| 444 | ALKEN ASSET MANAGEMENT LTD | 329119 | 9.2 | $3.80B | 21 | 2026-06-30 | → |
| 445 | CH GLOBAL CAPITAL MANAGEMENT, LLC | 283431 | 9.2 | $529.1M | 5 | 2026-03-31 | → |
| 446 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | 9.1 | $155.41B | 648 | 2026-04-30 | → |
| 447 | CREWCIAL PARTNERS LLC | 131570 | 9.1 | $971.6M | 45 | 2026-04-30 | → |
| 448 | CLIFFWATER LLC | 132167 | 9.1 | $48.51B | 213 | 2026-05-31 | → |
| 449 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | 9.1 | $125.26B | 881 | 2026-03-31 | → |
| 450 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | 9.1 | $6.18B | 45 | 2026-03-31 | → |
| 451 | X-SQUARE CAPITAL, LLC | 167237 | 9.1 | $790.9M | 7 | 2026-04-30 | → |
| 452 | NEXUS338, LLC | 315250 | 8.9 | $407.8M | 3 | 2026-02-28 | → |
| 453 | COINBASE ASSET MANAGEMENT, LLC | 322174 | 8.9 | $840.5M | 14 | 2026-03-31 | → |
| 454 | SAWGRASS ASSET MANAGEMENT LLC | 108831 | 8.9 | $2.05B | 15 | 2026-04-30 | → |
| 455 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | 8.8 | $24.40B | 61 | 2026-03-31 | → |
| 456 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | 8.7 | $2.65B | 15 | 2026-03-31 | → |
| 457 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | 8.5 | $3.97B | 29 | 2026-03-31 | → |
| 458 | BARON CAPITAL MANAGEMENT, INC. | 110791 | 8.5 | $10.79B | 221 | 2026-05-31 | → |
| 459 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 110672 | 8.5 | $1.37B | 11 | 2026-05-31 | → |
| 460 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 152154 | 8.5 | $494.6M | 10 | 2026-04-30 | → |
| 461 | 1888 INVESTMENTS, LLC | 312491 | 8.4 | $5.91B | 13 | 2026-03-31 | → |
| 462 | TRI-AD CAPITAL MANAGEMENT I, LLC | 324364 | 8.4 | $619.0M | 1 | 2026-03-31 | → |
| 463 | VULCAN VALUE PARTNERS LLC | 151190 | 8.3 | $6.08B | 38 | 2026-05-31 | → |
| 464 | EAGLEBROOK ADVISORS, INC. | 304438 | 8.3 | $342.0M | 22 | 2026-03-31 | → |
| 465 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | 8.3 | $184.99B | 137 | 2026-06-30 | → |
| 466 | STACEY BRAUN ASSOCIATES INC | 105056 | 8.2 | $5.50B | 17 | 2026-03-31 | → |
| 467 | ALPHA CAPITAL MANAGEMENT GROUP LLC | 283624 | 8.2 | $734.4M | 3 | 2026-03-31 | → |
| 468 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | 8.2 | $11.42B | 40 | 2026-03-31 | → |
| 469 | GBC INVESTMENT GROUP LLC | 308511 | 8.1 | $303.9M | 2 | 2026-01-31 | → |
| 470 | MARQUETTE ASSOCIATES, INC. | 21572 | 8.1 | $47.06B | 147 | 2026-05-31 | → |
| 471 | INVESTMENT CONSULTANTS LLC | 314810 | 8.1 | $122.7M | 1 | 2026-03-31 | → |
| 472 | DIGITAL WEALTH PARTNERS LLC | 328627 | 8 | $555.1M | 26 | 2026-03-31 | → |
| 473 | ANCORA ADVISORS LLC | 124674 | 8 | $4.61B | 46 | 2026-03-31 | → |
| 474 | BRANDES INVESTMENT PARTNERS, LP | 105404 | 8 | $40.65B | 149 | 2026-04-30 | → |
| 475 | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | 126685 | 7.9 | $464.3M | 3 | 2025-12-31 | → |
| 476 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | 7.9 | $30.11B | 180 | 2026-03-31 | → |
| 477 | NAVIQUANT CAPITAL MANAGEMENT LLC | 325236 | 7.9 | $199.3M | 1 | 2026-06-30 | → |
| 478 | MORIN PRIVATE CLIENT GROUP, LLC | 154565 | 7.8 | $716.3M | 4 | 2026-03-31 | → |
| 479 | GF INTERNATIONAL INVESTMENT MANAGEMENT LIMITED | 170990 | 7.8 | $2.39B | 35 | 2026-03-31 | → |
| 480 | CONSILIUM, LLC | 304503 | 7.7 | $215.0M | 1 | 2026-03-31 | → |
| 481 | THE LEUTHOLD GROUP, LLC | 105826 | 7.6 | $1.17B | 17 | 2026-03-31 | → |
| 482 | WORLD INVESTMENT ADVISORS, LLC | 208512 | 7.6 | $56.28B | 413 | 2026-03-31 | → |
| 483 | PRUDENT INVESTOR ADVISORS, LLC | 121922 | 7.5 | $1.30B | 4 | 2026-03-31 | → |
| 484 | FINANCIAL COUNSELORS INC | 106398 | 7.5 | $1.47B | 22 | 2026-03-31 | → |
| 485 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | 7.5 | $16.66B | 33 | 2026-03-31 | → |
| 486 | SEIZERT CAPITAL PARTNERS, LLC | 108954 | 7.5 | $2.48B | 17 | 2026-02-28 | → |
| 487 | WALL STREET INVESTMENT MANAGEMENT, LLC | 143975 | 7.3 | $174.7M | 2 | 2026-03-31 | → |
| 488 | WESPAC ADVISORS, LLC | 148242 | 7.3 | $1.21B | 10 | 2026-04-30 | → |
| 489 | BOWEN, HANES & CO INC | 105153 | 7.3 | $4.62B | 10 | 2026-02-28 | → |
| 490 | AXIA ADVISORY CORP | 107571 | 7.1 | $1.88B | 4 | 2026-05-31 | → |
| 491 | F/M INVESTMENTS LLC | 304405 | 7.1 | $17.74B | 83 | 2026-03-31 | → |
| 492 | GAMMA ASSET MANAGEMENT LLC | 300050 | 7.1 | $424.8M | 13 | 2026-02-28 | → |
| 493 | SPRUCEVIEW CAPITAL PARTNERS LLC | 171963 | 7.1 | $2.34B | 25 | 2026-03-31 | → |
| 494 | MORGAN CREEK CAPITAL MANAGEMENT, LLC | 138401 | 7.1 | $1.79B | 29 | 2026-03-31 | → |
| 495 | COHEN KLINGENSTEIN, LLC | 148428 | 7.1 | $3.39B | 7 | 2026-03-31 | → |
| 496 | BRUCE & CO INC | 104735 | 7 | $379.5M | 1 | 2026-03-31 | → |
| 497 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | 7 | $8.55B | 22 | 2026-03-31 | → |
| 498 | HAZARD & SIEGEL ADVISORY SERVICES LLC | 151462 | 7 | $449.8M | 24 | 2026-03-31 | → |
| 499 | BESPOKE ADVISORY LLC | 323909 | 6.9 | $284.0M | 9 | 2026-04-30 | → |
| 500 | FOYSTON, GORDON & PAYNE INC. | 121591 | 6.9 | $5.96B | 46 | 2026-05-31 | → |
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