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 | |
|---|---|---|---|---|---|---|---|
| 501 | TEMPLETON INVESTMENT COUNSEL, LLC | 111370 | 6.9 | $4.61B | 31 | 2026-06-30 | → |
| 502 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | 133507 | 6.9 | $911.3M | 29 | 2026-02-28 | → |
| 503 | JOHNSON STERLING, INC. | 106379 | 6.8 | $3.90B | 10 | 2026-03-31 | → |
| 504 | WILLIS INVESTMENT COUNSEL INC | 111042 | 6.8 | $4.23B | 13 | 2026-04-30 | → |
| 505 | WEA FINANCIAL ADVISORS, INC. | 144919 | 6.8 | $507.8M | 4 | 2026-04-30 | → |
| 506 | LAURUS GLOBAL EQUITY MANAGEMENT INC. | 317604 | 6.7 | $332.7M | 7 | 2026-03-31 | → |
| 507 | EMERALD INVESTMENT ADVISERS, LLC | 338769 | 6.7 | $2.26B | 12 | 2026-01-31 | → |
| 508 | INVESTMENT CONSULTING GROUP INC | 106967 | 6.6 | $2.84B | 6 | 2026-03-31 | → |
| 509 | SLATER INVESTMENTS LIMITED | 327135 | 6.6 | $1.23B | 19 | 2026-02-28 | → |
| 510 | HAVERFORD FINANCIAL SERVICES, INC. | 130007 | 6.6 | $366.4M | 45 | 2026-03-31 | → |
| 511 | TWIN CAPITAL MANAGEMENT INC | 104748 | 6.6 | $837.8M | 8 | 2026-03-31 | → |
| 512 | IMPACT RETIREMENT ADVISORS, LLC | 330475 | 6.5 | $827.7M | 4 | 2026-03-31 | → |
| 513 | QUATTRO FINANCIAL ADVISORS LLC | 284852 | 6.4 | $1.66B | 3 | 2026-03-31 | → |
| 514 | CORNERSTONE MANAGEMENT, INC. | 125828 | 6.4 | $2.29B | 19 | 2026-03-31 | → |
| 515 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | 6.4 | $1.90B | 19 | 2026-04-30 | → |
| 516 | TEN PEAKS PARTNERS L.L.C. | 169364 | 6.4 | $108.6M | 1 | 2026-05-31 | → |
| 517 | ALPHA DNA INVESTMENT MANAGEMENT LLC | 288198 | 6.3 | $194.7M | 4 | 2026-03-31 | → |
| 518 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | 338274 | 6.2 | $3.21B | 52 | 2026-03-31 | → |
| 519 | LARRAINVIAL ASSET MANAGEMENT ADMINISTRADORA GENERAL DE FONDOS SA | 295522 | 6.2 | $2.29B | 93 | 2025-03-31 | → |
| 520 | CAP SIX ADVISORS LLC | 325164 | 6.1 | $340.8M | 5 | 2026-03-31 | → |
| 521 | REDWOOD INVESTMENTS, LLC | 133028 | 6.1 | $710.1M | 6 | 2026-05-31 | → |
| 522 | ATLAS FIDUCIARY SERVICES, INC. | 321271 | 6.1 | $269.3M | 6 | 2026-02-28 | → |
| 523 | DIMENSIONAL FUND ADVISORS LP | 106482 | 6.1 | $1.02T | 1,168 | 2026-03-31 | → |
| 524 | REEDMARK ADVISORS, LLC | 173760 | 6 | $564.6M | 12 | 2026-03-31 | → |
| 525 | STANCE CAPITAL LLC | 284267 | 5.9 | $354.2M | 5 | 2026-04-30 | → |
| 526 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | 5.9 | $34.50B | 81 | 2026-03-31 | → |
| 527 | GLOBAL FINANCIAL GROUP ADVISORS LLC | 166251 | 5.8 | $739.4M | 5 | 2026-03-31 | → |
| 528 | FIDUCIARY BENEFITS GROUP | 326204 | 5.8 | $1.07B | 3 | 2026-03-31 | → |
| 529 | NAVIGATE FINANCIAL LLC | 325945 | 5.8 | $337.9M | 3 | 2026-01-31 | → |
| 530 | GENERATION CAPITAL MANAGEMENT LLC | 128523 | 5.7 | $1.15B | 4 | 2026-03-31 | → |
| 531 | SANFORD C. BERNSTEIN & CO., LLC | 104474 | 5.7 | $1.22B | 0 | 2026-03-31 | → |
| 532 | VICTORIA CAPITAL MANAGEMENT, INC. | 107665 | 5.7 | $305.5M | 3 | 2026-03-31 | → |
| 533 | EXCEL WEALTH MANAGEMENT, LLC | 299602 | 5.7 | $310.5M | 9 | 2026-03-31 | → |
| 534 | EAST END ADVISORS, LLC | 147144 | 5.6 | $6.06B | 17 | 2026-04-30 | → |
| 535 | TIDAL INVESTMENTS LLC | 164201 | 5.5 | $45.83B | 207 | 2026-03-31 | → |
| 536 | JV MANAGEMENT LLC | 313398 | 5.5 | $4.98B | 25 | 2026-05-31 | → |
| 537 | SOUTHERNSUN ASSET MANAGEMENT LLC | 154572 | 5.5 | $749.4M | 15 | 2026-03-31 | → |
| 538 | MAR VISTA INVESTMENT PARTNERS, LLC | 144906 | 5.5 | $1.12B | 19 | 2026-03-31 | → |
| 539 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | 5.4 | $9.57B | 34 | 2026-03-31 | → |
| 540 | POPLAR FOREST CAPITAL LLC | 145250 | 5.4 | $1.28B | 10 | 2025-03-31 | → |
| 541 | HUB INVESTMENT ADVISORS, INC | 164600 | 5.4 | $2.07B | 9 | 2026-01-31 | → |
| 542 | OCTOGONE NA, LLC | 322478 | 5.4 | $469.7M | 6 | 2026-03-31 | → |
| 543 | MAINSTREET RIA LLC | 309150 | 5.3 | $446.4M | 3 | 2026-02-28 | → |
| 544 | ROOSEVELT CAPITAL MANAGEMENT LLC | 283217 | 5.3 | $1.37B | 2 | 2026-03-31 | → |
| 545 | SEELAUS ASSET MANAGEMENT, LLC | 149582 | 5.3 | $1.70B | 29 | 2026-03-31 | → |
| 546 | LATASH INVESTMENTS, LLC | 128012 | 5.2 | $1.74B | 8 | 2026-03-31 | → |
| 547 | RANDOLPH CO INC | 104868 | 5.2 | $1.08B | 6 | 2026-03-31 | → |
| 548 | MILESTONE INVESTMENTS, INC. | 47090 | 5.2 | $277.3M | 2 | 2026-02-28 | → |
| 549 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | 5.2 | $3.09B | 19 | 2026-03-31 | → |
| 550 | THE FINANCIAL RESOURCE CENTER, INC. | 316747 | 5.2 | $642.5M | 5 | 2026-03-31 | → |
| 551 | WELCY CAPITAL ADVISORS LLC | 154782 | 5.2 | $225.7M | 10 | 2026-03-31 | → |
| 552 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | 5.2 | $10.88B | 34 | 2026-03-31 | → |
| 553 | THE DE BURLO GROUP, INC. | 153435 | 5.2 | $1.13B | 6 | 2026-03-31 | → |
| 554 | ARIEL INVESTMENTS, LLC | 108211 | 5.1 | $12.78B | 109 | 2026-04-30 | → |
| 555 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 5.1 | $676.69B | 1,589 | 2026-06-30 | → |
| 556 | INDEPENDENCE ASSET ADVISORS, LLC | 152963 | 5.1 | $2.19B | 5 | 2026-03-31 | → |
| 557 | QP CONSULTING, LLC | 129601 | 5.1 | $559.6M | 2 | 2026-01-31 | → |
| 558 | SIT INVESTMENT ASSOCIATES, INC | 105725 | 5.1 | $3.54B | 73 | 2026-06-30 | → |
| 559 | HUNTER LEWIS LLC | 304985 | 5 | $394.6M | 7 | 2026-04-30 | → |
| 560 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | 5 | $2.89B | 14 | 2026-03-31 | → |
| 561 | SEGALL BRYANT & HAMILL, LLC | 106505 | 5 | $22.64B | 161 | 2026-06-30 | → |
| 562 | CAPITAL INNOVATIONS, LLC | 145329 | 5 | $806.7M | 4 | 2026-03-31 | → |
| 563 | PRODIGY ASSET MANAGEMENT LLC | 106457 | 5 | $2.44B | 9 | 2026-06-30 | → |
| 564 | INDEX TECHNOLOGIES GROUP LLC | 327771 | 5 | $178.3M | 7 | 2026-04-30 | → |
| 565 | ICAPITAL, LLC | 122816 | 4.9 | $1.45B | 9 | 2026-03-31 | → |
| 566 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | 4.9 | $4.96B | 38 | 2026-05-31 | → |
| 567 | SORENSON IMPACT ADVISORY, LLC | 324124 | 4.9 | $255.1M | 5 | 2026-03-31 | → |
| 568 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | 4.9 | $120.70B | 364 | 2026-03-31 | → |
| 569 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | 4.9 | $8.93B | 34 | 2026-04-30 | → |
| 570 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | 4.9 | $4.20B | 9 | 2026-03-31 | → |
| 571 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | 4.8 | $5.60B | 20 | 2026-03-31 | → |
| 572 | BEIRNE WEALTH CONSULTING SERVICES, LLC | 167103 | 4.8 | $1.37B | 9 | 2026-03-31 | → |
| 573 | PROALTUS USA INC. | 310955 | 4.8 | $604.9M | 14 | 2026-02-28 | → |
| 574 | MASONRY CAPITAL MANAGEMENT, LLC | 292664 | 4.8 | $370.5M | 3 | 2026-03-31 | → |
| 575 | WHITTIER ADVISORS, LLC | 318024 | 4.7 | $1.89B | 7 | 2026-05-31 | → |
| 576 | R SQUARED BM LLC | 308920 | 4.7 | $3.35B | 15 | 2026-03-31 | → |
| 577 | RETIREMENT PLAN FIDUCIARIES, LLC | 161137 | 4.6 | $193.3M | 2 | 2026-03-31 | → |
| 578 | RADIX FINANCIAL, LLC | 171159 | 4.6 | $231.6M | 2 | 2026-01-31 | → |
| 579 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | 4.6 | $21.15B | 63 | 2026-04-30 | → |
| 580 | HARDING LOEVNER LP | 104543 | 4.5 | $32.06B | 104 | 2026-03-31 | → |
| 581 | WEALTHSPRING CAPITAL LLC | 301040 | 4.5 | $515.0M | 5 | 2026-06-30 | → |
| 582 | DCM ADVISORS, LLC | 126248 | 4.5 | $260.5M | 11 | 2026-03-31 | → |
| 583 | MARINER INSTITUTIONAL, LLC | 111964 | 4.5 | $2.82B | 148 | 2026-06-30 | → |
| 584 | LOOM CAPITAL MANAGEMENT LLC | 174093 | 4.4 | $570.8M | 2 | 2026-03-31 | → |
| 585 | 10TH MOUNTAIN, LLC | 285804 | 4.4 | $480.3M | 2 | 2026-03-31 | → |
| 586 | TRG ADVISORS, INC. | 297171 | 4.4 | $547.7M | 3 | 2025-03-31 | → |
| 587 | CIBEST CAPITAL ADVISORY SERVICES LLC | 317663 | 4.4 | $374.8M | 7 | 2026-03-31 | → |
| 588 | TRB WEALTH MANAGEMENT, LLC | 309370 | 4.4 | $3.74B | 15 | 2026-03-31 | → |
| 589 | PERMANENT CAPITAL MANAGEMENT, LP | 328318 | 4.4 | $768.9M | 10 | 2026-04-30 | → |
| 590 | ASTORIA PORTFOLIO ADVISORS LLC | 288271 | 4.4 | $977.6M | 9 | 2026-03-31 | → |
| 591 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | 4.4 | $96.77B | 102 | 2026-03-31 | → |
| 592 | SOUTHCOL ADVISORS, LLC | 308154 | 4.3 | $208.7M | 4 | 2026-02-28 | → |
| 593 | BURGESS CHAMBERS & ASSOCIATES INC | 110164 | 4.3 | $165.9M | 10 | 2026-03-31 | → |
| 594 | BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | 4.3 | $4.60B | 32 | 2026-01-31 | → |
| 595 | AZIMUT INVESTMENT ADVISORS LLC | 134626 | 4.3 | $1.00B | 10 | 2026-05-31 | → |
| 596 | RAFFA WEALTH MANAGEMENT LLC | 136971 | 4.2 | $1.70B | 9 | 2026-03-31 | → |
| 597 | FINDEC WEALTH SERVICES, INC. | 311949 | 4.2 | $627.9M | 5 | 2026-03-31 | → |
| 598 | PRIME BUCHHOLZ LLC | 106455 | 4.2 | $14.07B | 127 | 2026-03-31 | → |
| 599 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | 4.2 | $18.83B | 75 | 2025-12-31 | → |
| 600 | THE STEWARDSHIP CENTER,INC. | 112626 | 4.2 | $145.9M | 2 | 2026-02-28 | → |
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