Research Report · 2026-06-30
Top Registered Investment Advisers by Government Clients
SEC-registered investment advisers ranked by reported state, municipal, and government clients.
Firms
933
Total AUM
$77.39T
Median AUM
$6.13B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Government Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | ANCHOR CAPITAL ADVISORS LLC | 105540 | 7 | $2.37B | 42 | 2026-03-31 | → |
| 402 | FOCUSED WEALTH MANAGEMENT, INC. | 154828 | 7 | $2.27B | 19 | 2026-03-31 | → |
| 403 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | 7 | $1.71B | 21 | 2026-03-31 | → |
| 404 | MIDWEST CAPITAL ADVISORS, LLC | 125389 | 7 | $1.36B | 11 | 2026-05-31 | → |
| 405 | PRUDENT INVESTOR ADVISORS, LLC | 121922 | 7 | $1.30B | 4 | 2026-03-31 | → |
| 406 | FAI CAPITAL MANAGEMENT | 147025 | 7 | $842.1M | 5 | 2026-03-31 | → |
| 407 | CRESTA ADVISORS, LTD. | 169641 | 7 | $786.0M | 12 | 2026-03-31 | → |
| 408 | SUMMIT CREEK ADVISORS, LLC | 135496 | 7 | $650.9M | 7 | 2026-03-31 | → |
| 409 | HARPSWELL CAPITAL ADVISORS, LLC | 168996 | 7 | $587.0M | 5 | 2026-05-31 | → |
| 410 | BIRCH RUN INVESTMENTS, LLC | 285285 | 7 | $457.5M | 5 | 2026-03-31 | → |
| 411 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | 111479 | 7 | $441.7M | 5 | 2026-03-31 | → |
| 412 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | 169293 | 7 | $402.4M | 5 | 2026-03-31 | → |
| 413 | CAPITAL GAINS INC | 111717 | 7 | $166.6M | 3 | 2026-01-31 | → |
| 414 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 6 | $5.69T | 1,427 | 2026-03-31 | → |
| 415 | FRANKLIN ADVISERS, INC. | 104517 | 6 | $509.45B | 384 | 2026-05-31 | → |
| 416 | GC ADVISORS LLC | 148687 | 6 | $177.85B | 1,035 | 2026-06-30 | → |
| 417 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | 6 | $97.98B | 312 | 2026-05-31 | → |
| 418 | TRUIST ADVISORY SERVICES, INC. | 283390 | 6 | $77.39B | 2,461 | 2026-06-30 | → |
| 419 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | 6 | $54.28B | 88 | 2026-03-31 | → |
| 420 | SEGAL ADVISORS, INC. | 114687 | 6 | $50.15B | 112 | 2026-03-31 | → |
| 421 | CRESCENT CAPITAL GROUP LP | 153966 | 6 | $49.71B | 239 | 2026-05-31 | → |
| 422 | T.ROWE PRICE HONG KONG LIMITED | 155827 | 6 | $42.34B | 134 | 2026-03-31 | → |
| 423 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | 6 | $40.90B | 151 | 2026-05-31 | → |
| 424 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | 6 | $34.59B | 163 | 2026-03-31 | → |
| 425 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | 6 | $30.48B | 193 | 2026-03-31 | → |
| 426 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | 6 | $22.84B | 213 | 2026-03-31 | → |
| 427 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | 6 | $21.33B | 129 | 2026-03-31 | → |
| 428 | LEE OVERLAY PARTNERS LTD | 110822 | 6 | $21.26B | 30 | 2025-09-30 | → |
| 429 | GREAT LAKES ADVISORS, LLC | 110757 | 6 | $16.16B | 84 | 2026-05-31 | → |
| 430 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | 6 | $14.97B | 73 | 2026-06-30 | → |
| 431 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | 6 | $10.24B | 73 | 2026-03-31 | → |
| 432 | GRESHAM INVESTMENT MANAGEMENT LLC | 134392 | 6 | $8.55B | 41 | 2026-06-30 | → |
| 433 | R M DAVIS INC | 105448 | 6 | $8.15B | 63 | 2026-03-31 | → |
| 434 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | 6 | $7.86B | 22 | 2026-03-31 | → |
| 435 | OMNICAP GROUP LLC | 133387 | 6 | $6.51B | 15 | 2026-04-30 | → |
| 436 | POLEN CAPITAL CREDIT, LLC | 108468 | 6 | $6.13B | 46 | 2026-05-31 | → |
| 437 | FOREST INVESTMENT ASSOCIATES L.P. | 110163 | 6 | $5.24B | 55 | 2026-04-30 | → |
| 438 | GERBER KAWASAKI, INC. | 153649 | 6 | $4.11B | 59 | 2026-03-31 | → |
| 439 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | 6 | $3.10B | 34 | 2026-04-30 | → |
| 440 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | 6 | $3.03B | 19 | 2026-03-31 | → |
| 441 | COHEN & STEERS ASIA LIMITED | 135661 | 6 | $2.95B | 18 | 2026-03-31 | → |
| 442 | COHO PARTNERS, LTD. | 111335 | 6 | $2.20B | 18 | 2025-03-31 | → |
| 443 | HOISINGTON INVESTMENT MANAGEMENT CO | 107710 | 6 | $1.79B | 9 | 2026-03-31 | → |
| 444 | P/E GLOBAL LLC | 155642 | 6 | $1.71B | 62 | 2026-03-31 | → |
| 445 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 110672 | 6 | $1.37B | 11 | 2026-05-31 | → |
| 446 | LEGATO CAPITAL MANAGEMENT, LLC | 131704 | 6 | $1.26B | 4 | 2026-03-31 | → |
| 447 | RFG - BRISTOL WEALTH ADVISORS, LLC | 330145 | 6 | $985.6M | 10 | 2026-06-30 | → |
| 448 | FIRST CITIZENS ASSET MANAGEMENT, INC | 140777 | 6 | $465.1M | 58 | 2026-05-31 | → |
| 449 | INDEPENDENCE FINANCIAL ADVISORS, LLC | 156305 | 6 | $463.8M | 11 | 2025-12-31 | → |
| 450 | MILLER FINANCIAL SERVICES LLC | 143788 | 6 | $462.9M | 3 | 2026-03-31 | → |
| 451 | GRIDIRON PARTNERS, LLC | 300920 | 6 | $285.8M | 2 | 2026-03-31 | → |
| 452 | KERUSSO CAPITAL MANAGEMENT, LLC | 316352 | 6 | $222.4M | 3 | 2026-03-31 | → |
| 453 | WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. | 289163 | 6 | $186.7M | 2 | 2026-03-31 | → |
| 454 | STEELOAKS INVESTMENT ADVISERS, INC. | 108197 | 6 | $131.0M | 2 | 2026-03-31 | → |
| 455 | L & B REALTY ADVISORS, LLP | 136654 | 6 | $218,557 | 70 | 2026-03-31 | → |
| 456 | LPL FINANCIAL LLC | 6413 | 5 | $819.12B | 41,879 | 2026-06-30 | → |
| 457 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | 5 | $702.25B | 670 | 2026-06-30 | → |
| 458 | JANUS HENDERSON INVESTORS US LLC | 104652 | 5 | $380.43B | 1,013 | 2026-06-30 | → |
| 459 | CAMBRIDGE ASSOCIATES, LLC | 104942 | 5 | $326.70B | 1,116 | 2026-04-30 | → |
| 460 | KKR CREDIT ADVISORS (US) LLC | 146629 | 5 | $270.85B | 609 | 2026-03-31 | → |
| 461 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | 5 | $267.16B | 262 | 2026-04-30 | → |
| 462 | CIBC ASSET MANAGEMENT INC. | 106508 | 5 | $162.84B | 478 | 2026-06-30 | → |
| 463 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | 5 | $146.29B | 365 | 2026-05-31 | → |
| 464 | OAK HILL ADVISORS, L.P. | 125352 | 5 | $100.72B | 435 | 2026-06-30 | → |
| 465 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | 5 | $52.93B | 313 | 2026-04-30 | → |
| 466 | MAI CAPITAL MANAGEMENT, LLC | 109807 | 5 | $52.10B | 562 | 2026-05-31 | → |
| 467 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | 5 | $40.58B | 103 | 2026-03-31 | → |
| 468 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | 5 | $35.03B | 580 | 2026-03-31 | → |
| 469 | RREEF AMERICA L.L.C. | 109596 | 5 | $34.34B | 175 | 2026-05-31 | → |
| 470 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | 5 | $31.50B | 110 | 2026-06-30 | → |
| 471 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | 5 | $29.77B | 173 | 2026-05-31 | → |
| 472 | AXIOM INVESTORS LLC | 109605 | 5 | $28.06B | 57 | 2026-03-31 | → |
| 473 | INVESCO HONG KONG LIMITED | 109923 | 5 | $26.20B | 226 | 2026-03-31 | → |
| 474 | FUND EVALUATION GROUP, LLC | 121658 | 5 | $23.86B | 136 | 2026-03-31 | → |
| 475 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | 5 | $22.98B | 164 | 2026-05-31 | → |
| 476 | TOWNSEND HOLDINGS LLC | 160006 | 5 | $19.64B | 110 | 2026-03-31 | → |
| 477 | THE ROCK CREEK GROUP, LP | 125409 | 5 | $18.38B | 62 | 2026-05-31 | → |
| 478 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | 5 | $15.33B | 60 | 2026-03-31 | → |
| 479 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | 5 | $14.57B | 137 | 2026-05-31 | → |
| 480 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | 5 | $14.23B | 137 | 2026-06-30 | → |
| 481 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | 5 | $14.20B | 79 | 2026-03-31 | → |
| 482 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | 5 | $12.97B | 31 | 2026-05-31 | → |
| 483 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | 5 | $12.75B | 53 | 2026-04-30 | → |
| 484 | ZHANG FINANCIAL LLC | 159257 | 5 | $8.37B | 50 | 2026-03-31 | → |
| 485 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | 5 | $7.90B | 41 | 2026-03-31 | → |
| 486 | KOVACK ADVISORS, INC. | 140808 | 5 | $6.28B | 320 | 2026-04-30 | → |
| 487 | TODD ASSET MANAGEMENT LLC | 109473 | 5 | $6.18B | 18 | 2026-03-31 | → |
| 488 | CAPITAL RESEARCH & CONSULTING LLC | 109868 | 5 | $5.99B | 8 | 2026-06-30 | → |
| 489 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | 5 | $4.98B | 37 | 2026-03-31 | → |
| 490 | GLOBEFLEX CAPITAL LP | 106417 | 5 | $4.60B | 26 | 2026-03-31 | → |
| 491 | JFS WEALTH ADVISORS, LLC | 145051 | 5 | $4.01B | 86 | 2026-03-31 | → |
| 492 | MILLER HOWARD INVESTMENTS INC | 105800 | 5 | $3.81B | 34 | 2026-03-31 | → |
| 493 | LBC CREDIT MANAGEMENT, L.P. | 157628 | 5 | $3.24B | 200 | 2026-05-31 | → |
| 494 | CUMBERLAND ADVISORS, LLC | 107964 | 5 | $3.22B | 36 | 2026-02-28 | → |
| 495 | GLOBALT INVESTMENTS LLC | 328039 | 5 | $3.02B | 18 | 2026-04-30 | → |
| 496 | LEEWARD INVESTMENTS, LLC | 312557 | 5 | $2.87B | 14 | 2026-03-31 | → |
| 497 | ASPECT CAPITAL LIMITED | 127600 | 5 | $2.56B | 121 | 2026-03-31 | → |
| 498 | CHICKASAW CAPITAL MANAGEMENT, LLC | 127398 | 5 | $2.55B | 19 | 2026-04-30 | → |
| 499 | HILLTOP SECURITIES INC. | 6220 | 5 | $2.51B | 92 | 2026-03-31 | → |
| 500 | FRONTIER INVESTMENT MANAGEMENT PARTNERS LTD. | 282586 | 5 | $2.50B | 28 | 2026-03-31 | → |
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