Research Report · 2026-06-30
Top Registered Investment Advisers by Corporate Clients
SEC-registered investment advisers ranked by reported corporation and business clients.
Firms
1,000
Total AUM
$68.10T
Median AUM
$4.30B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Corporate Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | MADISON INVESTMENT ADVISORS, LLC | 110297 | 495 | $13.84B | 92 | 2026-03-31 | → |
| 102 | ATOMIC INVEST LLC | 313255 | 493 | $319.5M | 21 | 2026-04-30 | → |
| 103 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | 483 | $86.27B | 690 | 2025-01-31 | → |
| 104 | LORD, ABBETT & CO. LLC | 110391 | 478 | $270.39B | 821 | 2025-12-31 | → |
| 105 | CLEARSTEAD ADVISORS, LLC | 105674 | 468 | $33.88B | 280 | 2026-03-31 | → |
| 106 | EP WEALTH ADVISORS, LLC. | 111147 | 466 | $45.15B | 618 | 2026-04-30 | → |
| 107 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | 461 | $3.52T | 3,194 | 2026-06-30 | → |
| 108 | FOCUS PARTNERS WEALTH, LLC | 159289 | 456 | $181.86B | 1,915 | 2026-04-30 | → |
| 109 | SVB ASSET MANAGEMENT | 124567 | 454 | $32.32B | 24 | 2026-03-31 | → |
| 110 | BNY MELLON SECURITIES CORPORATION | 231 | 441 | $8.45B | 253 | 2026-06-30 | → |
| 111 | FIERA CAPITAL INC. | 113638 | 438 | $17.28B | 95 | 2026-03-31 | → |
| 112 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | 431 | $27.28B | 50 | 2026-04-30 | → |
| 113 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | 427 | $67.84B | 610 | 2026-06-30 | → |
| 114 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 424 | $475.78B | 956 | 2026-05-31 | → |
| 115 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | 420 | $43.54B | 170 | 2026-04-30 | → |
| 116 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | 418 | $17.35B | 532 | 2026-06-30 | → |
| 117 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | 416 | $96.77B | 102 | 2026-03-31 | → |
| 118 | LIDO ADVISORS, LLC | 269866 | 415 | $42.50B | 437 | 2026-06-30 | → |
| 119 | ADVISORY SERVICES NETWORK, LLC | 146051 | 410 | $10.60B | 268 | 2026-06-30 | → |
| 120 | BNY MELLON ADVISORS, INC. | 106108 | 409 | $33.48B | 66 | 2026-05-31 | → |
| 121 | U.S. BANCORP INVESTMENTS, INC. | 17868 | 408 | $22.94B | 2,148 | 2026-03-31 | → |
| 122 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 405 | $3.67T | 1,968 | 2026-05-31 | → |
| 123 | PARK AVENUE SECURITIES LLC | 46173 | 397 | $19.58B | 2,073 | 2026-06-30 | → |
| 124 | NEUBERGER BERMAN CANADA ULC | 284803 | 392 | $12.39B | 27 | 2026-04-30 | → |
| 125 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | 390 | $35.69B | 151 | 2026-05-31 | → |
| 126 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | 389 | $14.89B | 56 | 2026-03-31 | → |
| 127 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | 388 | $4.02B | 81 | 2026-01-31 | → |
| 128 | CITIZENS SECURITIES, INC. | 39550 | 383 | $12.87B | 471 | 2026-04-30 | → |
| 129 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | 382 | $39.14B | 460 | 2026-06-30 | → |
| 130 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | 379 | $18.83B | 75 | 2025-12-31 | → |
| 131 | LGT WEALTH MANAGEMENT US LIMITED | 164190 | 378 | $1.80B | 25 | 2026-03-31 | → |
| 132 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | 375 | $818.78B | 15,424 | 2025-03-31 | → |
| 133 | ROCKEFELLER & CO. LLC | 294197 | 374 | $36.76B | 602 | 2026-03-31 | → |
| 134 | EQUITABLE ADVISORS, LLC | 6627 | 370 | $42.48B | 5,674 | 2026-05-31 | → |
| 135 | SANCTUARY ADVISORS, LLC | 226606 | 365 | $34.88B | 770 | 2026-06-30 | → |
| 136 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | 364 | $33.52B | 549 | 2026-06-30 | → |
| 137 | BROWN ADVISORY LLC | 110181 | 363 | $124.31B | 782 | 2026-03-31 | → |
| 138 | HB WEALTH MANAGEMENT, LLC | 316731 | 358 | $30.16B | 325 | 2026-05-31 | → |
| 139 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 351 | $324.65B | 714 | 2026-05-31 | → |
| 140 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | 348 | $35.80B | 45 | 2026-03-31 | → |
| 141 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | 344 | $19.78B | 103 | 2025-12-31 | → |
| 142 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | 343 | $30.11B | 180 | 2026-03-31 | → |
| 143 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | 340 | $5.15B | 119 | 2026-06-30 | → |
| 144 | LAZARD ASSET MANAGEMENT LLC | 122836 | 339 | $120.52B | 532 | 2026-03-31 | → |
| 145 | CWM, LLC | 155344 | 339 | $50.58B | 1,416 | 2026-06-30 | → |
| 146 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | 338 | $14.43B | 158 | 2026-03-31 | → |
| 147 | TREASURE INVESTMENT MANAGEMENT, LLC | 309258 | 336 | $252.7M | 4 | 2026-06-30 | → |
| 148 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | 331 | $24.65B | 289 | 2026-06-30 | → |
| 149 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | 327 | $8.25B | 550 | 2026-03-31 | → |
| 150 | VECTORGLOBAL IAG, INC. | 147129 | 318 | $1.63B | 27 | 2026-06-30 | → |
| 151 | STRATOS WEALTH PARTNERS, LTD | 153184 | 315 | $18.65B | 618 | 2026-06-30 | → |
| 152 | GUARDIAN PARTNERS INC. | 324189 | 310 | $3.29B | 76 | 2026-03-31 | → |
| 153 | GILDER GAGNON HOWE & CO. LLC | 2002 | 309 | $12.12B | 84 | 2026-03-31 | → |
| 154 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | 307 | $12.93B | 624 | 2026-03-31 | → |
| 155 | ACCESS FINANCIAL GROUP, INC. | 33065 | 306 | $302.3M | 6 | 2026-03-31 | → |
| 156 | OPPENHEIMER & CO. INC. | 249 | 304 | $36.71B | 2,806 | 2026-06-30 | → |
| 157 | ARAX ADVISORY PARTNERS, LLC | 133535 | 303 | $23.18B | 319 | 2026-06-30 | → |
| 158 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | 303 | $11.58B | 64 | 2026-03-31 | → |
| 159 | HBK SORCE ADVISORY LLC | 112139 | 301 | $7.66B | 109 | 2026-02-28 | → |
| 160 | BISON WEALTH, LLC | 299805 | 301 | $2.74B | 78 | 2026-06-30 | → |
| 161 | SAGE, RUTTY & CO., INC. | 3254 | 300 | $3.46B | 36 | 2026-03-31 | → |
| 162 | AMERANT INVESTMENTS, INC. | 117284 | 299 | $782.4M | 35 | 2026-04-30 | → |
| 163 | USI ADVISORS, INC. | 108113 | 297 | $56.28B | 79 | 2026-03-31 | → |
| 164 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | 296 | $3.75T | 1,417 | 2026-05-31 | → |
| 165 | GFI INVESTMENT COUNSEL LTD. | 332720 | 293 | $1.75B | 20 | 2026-03-31 | → |
| 166 | BLUEVINE ADVISORY LLC | 326599 | 289 | $8.9M | 2 | 2026-06-30 | → |
| 167 | LPL ENTERPRISE, LLC | 8733 | 286 | $24.94B | 5,215 | 2026-03-31 | → |
| 168 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | 283 | $18.92B | 493 | 2026-06-30 | → |
| 169 | CLARET ASSET MANAGEMENT CORP | 110453 | 283 | $2.36B | 44 | 2026-03-31 | → |
| 170 | CINCINNATI ASSET MANAGEMENT INC | 104946 | 282 | $2.53B | 15 | 2026-03-31 | → |
| 171 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | 279 | $42.71B | 189 | 2026-05-31 | → |
| 172 | CAPITAL ASSET ADVISORY SERVICES, LLC. | 110929 | 276 | $4.64B | 136 | 2026-03-31 | → |
| 173 | GEOWEALTH MANAGEMENT LLC | 148222 | 275 | $17.57B | 88 | 2026-03-31 | → |
| 174 | OSAIC ADVISORY SERVICES, LLC | 171070 | 274 | $15.48B | 2,180 | 2026-06-30 | → |
| 175 | ASSET PRESERVATION ADVISORS, LLC | 106741 | 272 | $11.05B | 28 | 2026-03-31 | → |
| 176 | STERLING CAPITAL MANAGEMENT LLC | 135405 | 271 | $69.23B | 186 | 2026-03-31 | → |
| 177 | CAPITAL WEALTH PLANNING, LLC | 150764 | 271 | $17.25B | 30 | 2026-03-31 | → |
| 178 | DIMENSION CAPITAL MANAGEMENT LLC | 109380 | 259 | $7.29B | 50 | 2026-03-31 | → |
| 179 | MARINER, LLC | 140195 | 257 | $125.41B | 1,889 | 2026-03-31 | → |
| 180 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | 257 | $9.22B | 200 | 2026-04-30 | → |
| 181 | OSAIC INSTITUTIONS, INC. | 35371 | 255 | $6.49B | 1,839 | 2026-05-31 | → |
| 182 | MORA CAPITAL MANAGEMENT, LLC | 112221 | 255 | $1.90B | 49 | 2026-06-30 | → |
| 183 | ANALYST PORTFOLIO MANAGEMENT LTD. | 114642 | 249 | $2.69B | 56 | 2026-03-31 | → |
| 184 | CALLAN LLC | 107687 | 248 | $41.94B | 202 | 2026-03-31 | → |
| 185 | OSAIC FS, INC. | 3870 | 248 | $4.48B | 655 | 2025-01-31 | → |
| 186 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | 245 | $17.14B | 184 | 2025-07-31 | → |
| 187 | MERCER GLOBAL ADVISORS INC. | 147363 | 244 | $84.40B | 1,429 | 2026-05-31 | → |
| 188 | JENNISON ASSOCIATES LLC | 107959 | 241 | $214.84B | 360 | 2026-03-31 | → |
| 189 | NED DAVIS RESEARCH, INC. | 112260 | 241 | $2.2M | 68 | 2025-12-31 | → |
| 190 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | 238 | $11.94B | 105 | 2026-03-31 | → |
| 191 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | 235 | $30.25B | 30 | 2026-03-31 | → |
| 192 | 360 ONE PORTFOLIO MANAGERS LIMITED | 307146 | 234 | $3.65B | 72 | 2026-06-30 | → |
| 193 | BRAMSHILL INVESTMENTS, LLC | 162492 | 232 | $8.14B | 38 | 2026-03-31 | → |
| 194 | SYNOVUS SECURITIES, INC. | 14023 | 230 | $8.45B | 280 | 2026-01-31 | → |
| 195 | CREDICORP CAPITAL ADVISORS LLC | 290081 | 230 | $1.58B | 26 | 2026-04-30 | → |
| 196 | CAPITAL ADVISORS GROUP, INC | 112000 | 228 | $23.03B | 33 | 2026-03-31 | → |
| 197 | CERITY PARTNERS LLC | 151559 | 226 | $161.68B | 1,529 | 2026-06-30 | → |
| 198 | HORNOR, TOWNSEND & KENT, LLC | 4031 | 223 | $9.01B | 485 | 2026-04-30 | → |
| 199 | PRINCIPAL SECURITIES, INC. | 1137 | 221 | $17.02B | 1,464 | 2026-03-31 | → |
| 200 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | 220 | $8.71B | 24 | 2026-03-31 | → |
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