Research Report · 2026-06-30
Top Registered Investment Advisers by Non-Discretionary AUM
SEC-registered investment advisers ranked by latest reported non-discretionary regulatory assets under management.
Firms
1,000
Total AUM
$63.98T
Median AUM
$7.37B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Non-Discretionary AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | INVESCO ADVISERS, INC. | 105360 | $19.01B | $749.52B | 2,804 | 2026-06-30 | → |
| 102 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108163 | $18.97B | $22.54B | 241 | 2026-03-31 | → |
| 103 | ALPHA WAVE GLOBAL, LP | 160894 | $18.71B | $26.66B | 113 | 2026-03-31 | → |
| 104 | NB ALTERNATIVES ADVISERS LLC | 149822 | $18.56B | $160.24B | 417 | 2026-03-31 | → |
| 105 | PORTFOLIO ADVISORS LLC | 105981 | $18.31B | $47.84B | 164 | 2026-03-31 | → |
| 106 | MERCURY ADVISORY, LLC | 308960 | $17.94B | $17.94B | 7 | 2026-05-31 | → |
| 107 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $17.83B | $17.83B | 138 | 2026-04-30 | → |
| 108 | W.E. FAMILY OFFICES, LLC | 109869 | $17.75B | $17.75B | 65 | 2026-04-30 | → |
| 109 | KESTRA ADVISORY SERVICES, LLC | 283330 | $17.69B | $79.80B | 1,359 | 2026-06-30 | → |
| 110 | MARQUETTE ASSOCIATES, INC. | 21572 | $17.54B | $47.06B | 147 | 2026-05-31 | → |
| 111 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | $17.48B | $17.50B | 36 | 2026-03-31 | → |
| 112 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $17.39B | $21.55B | 183 | 2026-06-30 | → |
| 113 | WELLTH ADVISORY SERVICES, LLC | 330537 | $17.31B | $26.68B | 74 | 2026-03-31 | → |
| 114 | CORIENT PRIVATE WEALTH LLC | 319448 | $17.25B | $165.25B | 1,537 | 2026-03-31 | → |
| 115 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $17.19B | $40.83B | 27 | 2026-01-31 | → |
| 116 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $16.92B | $36.41B | 309 | 2026-03-31 | → |
| 117 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $16.88B | $21.08B | 54 | 2026-04-30 | → |
| 118 | INVESTURE, LLC | 130099 | $16.47B | $38.52B | 51 | 2026-03-31 | → |
| 119 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $16.44B | $52.10B | 562 | 2026-05-31 | → |
| 120 | VALLEY VIEW CONSULTING LLC | 108583 | $16.40B | $16.40B | 11 | 2026-04-30 | → |
| 121 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $16.23B | $135.09B | 1,715 | 2026-03-31 | → |
| 122 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | $16.00B | $21.29B | 23 | 2025-07-31 | → |
| 123 | CERITY PARTNERS LLC | 151559 | $15.96B | $161.68B | 1,529 | 2026-06-30 | → |
| 124 | ONE QUEEN CAPITAL INC. | 315926 | $15.90B | $15.90B | 11 | 2026-06-30 | → |
| 125 | MEEDER PUBLIC FUNDS, INC. | 106816 | $15.82B | $70.16B | 77 | 2026-06-30 | → |
| 126 | EHRENKRANZ PARTNERS L.P. | 131728 | $15.64B | $21.54B | 46 | 2026-06-30 | → |
| 127 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $15.55B | $718.48B | 3,564 | 2026-05-31 | → |
| 128 | PEAK XV PARTNERS OPERATIONS LLC | 305299 | $15.30B | $15.30B | 107 | 2026-06-30 | → |
| 129 | MYCIO WEALTH PARTNERS, LLC | 134436 | $15.09B | $15.78B | 67 | 2026-03-31 | → |
| 130 | TAYLOR ADVISORS, INC. | 119300 | $15.07B | $15.95B | 14 | 2026-01-31 | → |
| 131 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | $15.02B | $25.12B | 148 | 2026-06-30 | → |
| 132 | U.S. BANCORP INVESTMENTS, INC. | 17868 | $14.95B | $22.94B | 2,148 | 2026-03-31 | → |
| 133 | GI MANAGER L.P. | 161573 | $14.94B | $35.74B | 160 | 2026-03-31 | → |
| 134 | AFLAC ASSET MANAGEMENT LLC | 304316 | $14.87B | $133.47B | 110 | 2026-03-31 | → |
| 135 | KOTAK ALTERNATE ASSET MANAGERS LIMITED | 317952 | $14.70B | $18.52B | 214 | 2026-06-30 | → |
| 136 | TRUIST ADVISORY SERVICES, INC. | 283390 | $14.61B | $77.39B | 2,461 | 2026-06-30 | → |
| 137 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $14.36B | $15.42B | 19 | 2026-03-31 | → |
| 138 | HIGHLAND ASSOCIATES INC | 104948 | $13.54B | $20.99B | 19 | 2026-03-31 | → |
| 139 | PARTNERS ENTERPRISE CAPITAL LLC | 304667 | $13.48B | $13.48B | 37 | 2026-05-31 | → |
| 140 | CV ADVISORS LLC | 164817 | $13.25B | $15.08B | 82 | 2026-04-30 | → |
| 141 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $13.16B | $13.72B | 10 | 2026-03-31 | → |
| 142 | ALLIANCEBERNSTEIN L.P. | 108477 | $13.12B | $763.40B | 4,204 | 2026-03-31 | → |
| 143 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | $12.99B | $12.99B | 11 | 2026-03-31 | → |
| 144 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | $12.97B | $12.97B | 48 | 2026-01-31 | → |
| 145 | NEPHILA ADVISORS LLC | 156905 | $12.88B | $12.88B | 38 | 2026-03-31 | → |
| 146 | CITIZENS SECURITIES, INC. | 39550 | $12.87B | $12.87B | 471 | 2026-04-30 | → |
| 147 | SECOR INVESTMENT ADVISORS, LP | 155235 | $12.55B | $12.76B | 44 | 2026-04-30 | → |
| 148 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $12.51B | $14.70B | 23 | 2026-04-30 | → |
| 149 | STEPSTONE GROUP LP | 143635 | $12.48B | $107.82B | 978 | 2026-06-30 | → |
| 150 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 20804 | $12.16B | $12.77B | 620 | 2026-06-30 | → |
| 151 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $12.13B | $116.17B | 185 | 2026-06-30 | → |
| 152 | BARINGS LLC | 106006 | $12.09B | $392.75B | 1,101 | 2026-05-31 | → |
| 153 | OFFIT CAPITAL ADVISORS LLC | 144474 | $12.01B | $20.60B | 82 | 2026-03-31 | → |
| 154 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $11.79B | $23.33B | 156 | 2026-03-31 | → |
| 155 | RIALTO CAPITAL MANAGEMENT, LLC | 159998 | $11.76B | $21.73B | 82 | 2026-04-30 | → |
| 156 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $11.63B | $122.06B | 354 | 2025-03-31 | → |
| 157 | EVERGREEN INVESTMENT ADVISORS LLC | 133550 | $11.60B | $11.60B | 46 | 2026-05-31 | → |
| 158 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $11.50B | $29.73B | 86 | 2026-03-31 | → |
| 159 | STANHOPE CAPITAL, LLP | 162512 | $11.44B | $15.70B | 64 | 2026-03-31 | → |
| 160 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $11.42B | $64.84B | 305 | 2026-06-30 | → |
| 161 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | $11.29B | $20.77B | 3,901 | 2026-04-30 | → |
| 162 | CAPACUITY LLC | 297679 | $11.10B | $13.87B | 40 | 2026-03-31 | → |
| 163 | PINEBRIDGE INVESTMENTS LLC | 285211 | $10.97B | $76.73B | 239 | 2026-05-31 | → |
| 164 | SUMMIT ROCK ADVISORS, LP | 144059 | $10.89B | $26.18B | 74 | 2026-03-31 | → |
| 165 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $10.83B | $18.83B | 398 | 2026-03-31 | → |
| 166 | GEOWEALTH MANAGEMENT LLC | 148222 | $10.77B | $17.57B | 88 | 2026-03-31 | → |
| 167 | ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC | 298930 | $10.69B | $10.69B | 42 | 2026-03-31 | → |
| 168 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $10.67B | $24.07B | 127 | 2026-05-31 | → |
| 169 | IEQ CAPITAL, LLC | 301819 | $10.52B | $56.77B | 266 | 2026-06-30 | → |
| 170 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $10.31B | $10.49B | 30 | 2026-03-31 | → |
| 171 | ACORE CAPITAL, LP | 175054 | $10.26B | $18.27B | 121 | 2026-04-30 | → |
| 172 | CAPVEST PARTNERS, INC. | 324459 | $10.25B | $10.25B | 14 | 2026-03-31 | → |
| 173 | SUMMIT FINANCIAL, LLC | 299322 | $10.23B | $22.47B | 490 | 2026-03-31 | → |
| 174 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | $10.10B | $177.71B | 1,022 | 2026-06-30 | → |
| 175 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $9.98B | $76.41B | 207 | 2026-03-31 | → |
| 176 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $9.86B | $31.11B | 298 | 2026-03-31 | → |
| 177 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | $9.84B | $10.09B | 50 | 2026-03-31 | → |
| 178 | SHEPHERD KAPLAN LLC | 128244 | $9.29B | $10.16B | 42 | 2026-03-31 | → |
| 179 | GRANITESHARES ADVISORS LLC | 287806 | $9.19B | $9.19B | 6 | 2026-01-31 | → |
| 180 | DIVCO WEST REAL ESTATE SERVICES, LLC | 156762 | $9.18B | $16.30B | 215 | 2026-03-31 | → |
| 181 | VERUS ADVISORY, INC. | 110565 | $9.07B | $19.43B | 87 | 2026-03-31 | → |
| 182 | LINCOLN INVESTMENT PLANNING, LLC | 519 | $9.05B | $21.99B | 1,238 | 2026-04-30 | → |
| 183 | COLLER CAPITAL INC | 158102 | $9.00B | $9.00B | 59 | 2025-06-30 | → |
| 184 | DWS INTERNATIONAL GMBH | 105075 | $8.98B | $228.87B | 703 | 2026-05-31 | → |
| 185 | SENTINEL PENSION ADVISORS, LLC | 109901 | $8.96B | $11.94B | 53 | 2026-05-31 | → |
| 186 | QUINBROOK INFRASTRUCTURE PARTNERS LLC | 287822 | $8.95B | $8.95B | 25 | 2026-03-31 | → |
| 187 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $8.88B | $19.94B | 94 | 2026-05-31 | → |
| 188 | KEY INVESTMENT SERVICES LLC | 136300 | $8.88B | $8.88B | 1,325 | 2026-06-30 | → |
| 189 | AKSIA LLC | 143422 | $8.85B | $35.20B | 177 | 2026-06-30 | → |
| 190 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $8.83B | $10.88B | 34 | 2026-03-31 | → |
| 191 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $8.53B | $601.79B | 960 | 2026-06-30 | → |
| 192 | PRIME BUCHHOLZ LLC | 106455 | $8.53B | $14.07B | 127 | 2026-03-31 | → |
| 193 | INSIGHT NORTH AMERICA LLC | 145995 | $8.53B | $171.09B | 238 | 2026-06-30 | → |
| 194 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $8.47B | $427.71B | 1,394 | 2026-05-31 | → |
| 195 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $8.43B | $8.52B | 11 | 2026-05-31 | → |
| 196 | HORNOR, TOWNSEND & KENT, LLC | 4031 | $8.37B | $9.01B | 485 | 2026-04-30 | → |
| 197 | CORE AND VALUE ADVISORS, LLC | 156093 | $8.36B | $21.18B | 161 | 2026-06-30 | → |
| 198 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $8.35B | $33.52B | 549 | 2026-06-30 | → |
| 199 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $8.22B | $62.67B | 239 | 2026-05-31 | → |
| 200 | HIGHTOWER ADVISORS, LLC | 145323 | $8.17B | $198.58B | 1,983 | 2026-05-31 | → |
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