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 | |
|---|---|---|---|---|---|---|---|
| 801 | MAPLE CAPITAL MANAGEMENT, INC. | 130209 | 1 | $2.58B | 27 | 2026-03-31 | → |
| 802 | RENOVUS ASSOCIATES, LLC | 314528 | 1 | $2.57B | 45 | 2026-05-31 | → |
| 803 | PATIENT CAPITAL MANAGEMENT, LLC | 307336 | 1 | $2.50B | 10 | 2026-03-31 | → |
| 804 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | 108400 | 1 | $2.44B | 13 | 2026-02-28 | → |
| 805 | EFS ADVISORS LLC | 115211 | 1 | $2.40B | 59 | 2026-03-31 | → |
| 806 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 107660 | 1 | $2.32B | 14 | 2026-03-31 | → |
| 807 | MCKINLEY CARTER WEALTH SERVICES, INC. | 135184 | 1 | $2.31B | 32 | 2026-03-31 | → |
| 808 | CLOCKTOWER GROUP, L.P. | 158142 | 1 | $2.28B | 28 | 2026-05-31 | → |
| 809 | LAZARD ASSET MANAGEMENT (CANADA)INC | 106340 | 1 | $2.28B | 0 | 2026-03-31 | → |
| 810 | ASSET VALUE INVESTORS LIMITED | 137779 | 1 | $2.28B | 23 | 2025-12-31 | → |
| 811 | STONEBRIDGE FINANCIAL GROUP, LLC | 327529 | 1 | $2.28B | 29 | 2026-03-31 | → |
| 812 | RATHER & KITTRELL, INC. | 114885 | 1 | $2.25B | 32 | 2026-03-31 | → |
| 813 | PATTEN AND PATTEN, INC. | 105414 | 1 | $2.21B | 13 | 2026-03-31 | → |
| 814 | 1834 INVESTMENT ADVISORS CO. | 105435 | 1 | $2.20B | 45 | 2026-04-30 | → |
| 815 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | 311364 | 1 | $2.19B | 34 | 2026-06-30 | → |
| 816 | BELL ASSET MANAGEMENT LIMITED | 146144 | 1 | $2.18B | 30 | 2026-03-31 | → |
| 817 | GMO SINGAPORE PTE. LIMITED | 169321 | 1 | $2.13B | 15 | 2026-03-31 | → |
| 818 | DISTILLATE CAPITAL PARTNERS LLC | 297521 | 1 | $2.11B | 4 | 2026-02-28 | → |
| 819 | SUNDANCE BAY INVESTMENT MANAGER, LLC | 301868 | 1 | $2.09B | 69 | 2026-03-31 | → |
| 820 | FULL SAIL CAPITAL, LLC | 291368 | 1 | $2.03B | 15 | 2025-06-30 | → |
| 821 | ZAZOVE ASSOCIATES LLC | 104751 | 1 | $1.97B | 21 | 2026-04-30 | → |
| 822 | WESTEND ADVISORS, LLC | 133279 | 1 | $1.87B | 29 | 2026-01-31 | → |
| 823 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 171278 | 1 | $1.80B | 22 | 2026-03-31 | → |
| 824 | RCF MANAGEMENT, LLC | 161007 | 1 | $1.76B | 49 | 2026-03-31 | → |
| 825 | SWIFT CREEK REAL ESTATE PARTNERS LLC | 329614 | 1 | $1.74B | 13 | 2026-06-30 | → |
| 826 | NOVEM GROUP | 158964 | 1 | $1.72B | 52 | 2026-02-28 | → |
| 827 | QUEST INVESTMENT MANAGEMENT, LLC | 110640 | 1 | $1.71B | 9 | 2026-03-31 | → |
| 828 | NORTH PEAK CAPITAL MANAGEMENT, LLC | 294042 | 1 | $1.70B | 7 | 2026-03-31 | → |
| 829 | FLEXIBLE PLAN INVESTMENTS LTD | 110762 | 1 | $1.48B | 68 | 2026-03-31 | → |
| 830 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | 107003 | 1 | $1.44B | 9 | 2026-03-31 | → |
| 831 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | 110879 | 1 | $1.42B | 1 | 2026-03-31 | → |
| 832 | MORTGAGE INDUSTRY ADVISORY CORPORATION | 122337 | 1 | $1.39B | 73 | 2025-02-28 | → |
| 833 | ROOSEVELT CAPITAL MANAGEMENT LLC | 283217 | 1 | $1.37B | 2 | 2026-03-31 | → |
| 834 | WEALTHSHIELD PARTNERS, LLC | 169584 | 1 | $1.27B | 23 | 2026-03-31 | → |
| 835 | OSPRAIE MANAGEMENT, LLC | 305479 | 1 | $1.26B | 20 | 2026-03-31 | → |
| 836 | BANK OF HAWAII | 112324 | 1 | $1.25B | 34 | 2026-03-31 | → |
| 837 | HODGES CAPITAL MANAGEMENT INC | 110080 | 1 | $1.24B | 20 | 2025-10-31 | → |
| 838 | SANFORD C. BERNSTEIN & CO., LLC | 104474 | 1 | $1.22B | 0 | 2026-03-31 | → |
| 839 | GLOBAL EVOLUTION USA, LLC | 161677 | 1 | $1.19B | 24 | 2026-06-30 | → |
| 840 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | 1 | $1.16B | 6 | 2026-03-31 | → |
| 841 | WORTHPOINTE, LLC | 143996 | 1 | $1.06B | 16 | 2026-03-31 | → |
| 842 | ASTARIS CAPITAL MANAGEMENT LLP | 160262 | 1 | $1.03B | 10 | 2026-06-30 | → |
| 843 | 36 SOUTH CAPITAL ADVISORS LLP | 166406 | 1 | $1.02B | 24 | 2026-03-31 | → |
| 844 | NUANCE INVESTMENTS, LLC | 148534 | 1 | $984.3M | 11 | 2026-01-31 | → |
| 845 | OLIVER LUXXE ASSETS LLC | 169588 | 1 | $981.9M | 9 | 2026-03-31 | → |
| 846 | BROADSHORE CAPITAL PARTNERS, LLC | 119200 | 1 | $981.6M | 16 | 2026-03-31 | → |
| 847 | D.B. ROOT & COMPANY, LLC | 188512 | 1 | $952.4M | 22 | 2026-06-30 | → |
| 848 | ESTABROOK CAPITAL MANAGEMENT LLC | 128856 | 1 | $933.3M | 10 | 2026-03-31 | → |
| 849 | BOS ASSET MANAGEMENT, LLC | 310632 | 1 | $933.2M | 11 | 2026-04-30 | → |
| 850 | FCA PARTNERS, LLC | 322393 | 1 | $910.3M | 11 | 2026-03-31 | → |
| 851 | ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. | 324043 | 1 | $893.9M | 4 | 2026-03-31 | → |
| 852 | MOERUS CAPITAL MANAGEMENT LLC | 282399 | 1 | $893.1M | 8 | 2026-03-31 | → |
| 853 | HEADINVEST, LLC | 140518 | 1 | $891.8M | 13 | 2026-03-31 | → |
| 854 | ENTREPRENEURS FIRST INVESTMENT MANAGER LLP | 300402 | 1 | $890.9M | 9 | 2026-06-30 | → |
| 855 | CANTON HATHAWAY LLC | 297527 | 1 | $866.1M | 5 | 2026-03-31 | → |
| 856 | CKC CAPITAL LLC | 168967 | 1 | $843.7M | 9 | 2026-03-31 | → |
| 857 | PROSPECTOR PARTNERS, LLC | 123546 | 1 | $811.7M | 14 | 2025-06-30 | → |
| 858 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | 157998 | 1 | $791.8M | 9 | 2026-03-31 | → |
| 859 | ENHANCED CAPITAL PARTNERS, LLC | 170236 | 1 | $785.9M | 37 | 2026-05-31 | → |
| 860 | THE HELMSTAR GROUP, LLC | 145074 | 1 | $785.6M | 13 | 2026-03-31 | → |
| 861 | AUGUSTINE ASSET MANAGEMENT INC | 105801 | 1 | $783.3M | 8 | 2026-03-31 | → |
| 862 | PROFESSIONAL FINANCIAL ADVISORS, LLC | 173719 | 1 | $769.8M | 12 | 2026-06-30 | → |
| 863 | BALLAST, INC. | 152695 | 1 | $751.5M | 12 | 2026-02-28 | → |
| 864 | ALPHA CAPITAL MANAGEMENT GROUP LLC | 283624 | 1 | $734.4M | 3 | 2026-03-31 | → |
| 865 | PRECISION WEALTH STRATEGIES, LLC | 299827 | 1 | $711.0M | 15 | 2026-05-31 | → |
| 866 | TB ALTERNATIVE ASSETS LTD. | 162014 | 1 | $708.2M | 14 | 2026-03-31 | → |
| 867 | ACADIAN ASSET MANAGEMENT (SINGAPORE) PTE LTD | 323400 | 1 | $697.9M | 17 | 2026-03-31 | → |
| 868 | ABG CONSULTANTS, LLC | 131129 | 1 | $697.4M | 4 | 2026-04-30 | → |
| 869 | WEALTH MANAGEMENT ADVISORS, LLC | 171260 | 1 | $686.1M | 10 | 2026-03-31 | → |
| 870 | CHERRY TREE WEALTH MANAGEMENT, LLC | 151406 | 1 | $673.5M | 12 | 2026-03-31 | → |
| 871 | PW NOVA FINANCIAL SERVICES LLC | 333595 | 1 | $654.3M | 6 | 2026-04-30 | → |
| 872 | ELDRED ROCK PARTNERS, LLC | 316401 | 1 | $644.1M | 10 | 2026-05-31 | → |
| 873 | PVG ASSET MANAGEMENT CORP | 105541 | 1 | $624.9M | 9 | 2026-05-31 | → |
| 874 | LONE PEAK GLOBAL INVESTORS, LLC | 153956 | 1 | $598.4M | 10 | 2026-03-31 | → |
| 875 | HOXTON PLANNING & MANAGEMENT, LLC | 319087 | 1 | $591.5M | 8 | 2026-03-31 | → |
| 876 | JPL WEALTH MANAGEMENT, LLC | 328474 | 1 | $587.9M | 6 | 2026-03-31 | → |
| 877 | MANTEIO SCALABLE TECHNOLOGIES LLC | 333019 | 1 | $582.5M | 13 | 2026-03-31 | → |
| 878 | FIRST KENTUCKY SECURITIES CORPORATION | 7524 | 1 | $566.0M | 19 | 2025-12-31 | → |
| 879 | CEETO CAPITAL GROUP, LLC | 286538 | 1 | $531.4M | 4 | 2026-03-31 | → |
| 880 | ROSECAP INVESTMENT ADVISORS, LLC | 152054 | 1 | $527.5M | 8 | 2026-03-31 | → |
| 881 | GIFFORD FONG ASSOCIATES | 142917 | 1 | $517.0M | 10 | 2026-03-31 | → |
| 882 | SHOKER INVESTMENT COUNSEL INC. | 107857 | 1 | $510.8M | 6 | 2026-03-31 | → |
| 883 | PINNACLE HOLDINGS, LLC | 108086 | 1 | $508.3M | 7 | 2026-03-31 | → |
| 884 | LFL ADVISERS, LLC | 163963 | 1 | $506.8M | 3 | 2026-03-31 | → |
| 885 | SOCORRO ASSET MANAGEMENT, L.P. | 304401 | 1 | $497.9M | 6 | 2026-03-31 | → |
| 886 | TOWLE & CO | 110862 | 1 | $473.7M | 9 | 2026-06-30 | → |
| 887 | SAND CREEK CAPITAL, LLC | 326719 | 1 | $471.2M | 8 | 2026-06-30 | → |
| 888 | SPEECE THORSON CAPITAL GROUP INC | 106052 | 1 | $469.0M | 4 | 2026-03-31 | → |
| 889 | HORRELL CAPITAL MANAGEMENT, INC. | 115711 | 1 | $435.1M | 1 | 2026-03-31 | → |
| 890 | HEITMAN INTERNATIONAL HK LIMITED | 170550 | 1 | $431.9M | 123 | 2026-04-30 | → |
| 891 | AGIS MANAGEMENT LLC | 172457 | 1 | $428.7M | 16 | 2026-03-31 | → |
| 892 | SEABIRD FINANCIAL CORPORATION | 284125 | 1 | $419.1M | 6 | 2026-04-30 | → |
| 893 | STERLING INVESTMENT MANAGEMENT, LLC | 112923 | 1 | $409.2M | 8 | 2026-03-31 | → |
| 894 | MAXQ ASSET MANAGEMENT LLC | 336560 | 1 | $407.7M | 1 | 2026-03-31 | → |
| 895 | FORT, L.P. | 168613 | 1 | $397.2M | 10 | 2025-03-31 | → |
| 896 | CENTENNIAL WEALTH ADVISORY, LLC | 138054 | 1 | $397.1M | 14 | 2026-04-30 | → |
| 897 | SGL INVESTMENT ADVISORS, INC. | 145167 | 1 | $391.6M | 7 | 2025-09-30 | → |
| 898 | LBJ FAMILY WEALTH ADVISORS, LTD. | 129701 | 1 | $388.8M | 2 | 2026-02-28 | → |
| 899 | SUNCOAST CAPITAL MANAGEMENT | 304638 | 1 | $380.0M | 4 | 2026-06-30 | → |
| 900 | SCHORN WEALTH, LLC | 304104 | 1 | $367.8M | 12 | 2026-02-28 | → |
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