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 | |
|---|---|---|---|---|---|---|---|
| 501 | QCAM CURRENCY ASSET MANAGEMENT | 170341 | $2.38B | $6.61B | 10 | 2026-03-31 | → |
| 502 | ALPINVEST PARTNERS B.V. | 159215 | $2.36B | $39.88B | 289 | 2026-03-31 | → |
| 503 | ORIX ADVISERS, LLC | 307580 | $2.36B | $9.63B | 372 | 2026-06-30 | → |
| 504 | PENTEGRA INVESTORS, INC. | 111503 | $2.35B | $5.60B | 13 | 2026-05-31 | → |
| 505 | MISSION PRIME LLC | 318328 | $2.35B | $2.35B | 2 | 2026-06-30 | → |
| 506 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $2.35B | $68.38B | 382 | 2026-03-31 | → |
| 507 | AIP MANAGEMENT US INC | 322515 | $2.33B | $2.33B | 2 | 2026-03-31 | → |
| 508 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $2.30B | $4.44B | 52 | 2026-01-31 | → |
| 509 | CAIN INTERNATIONAL ADVISERS LIMITED | 290217 | $2.30B | $2.77B | 92 | 2026-03-31 | → |
| 510 | RETIREMENT RESOURCES INVESTMENT CORPORATION | 47723 | $2.30B | $2.44B | 7 | 2026-04-30 | → |
| 511 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $2.30B | $11.29B | 159 | 2026-06-30 | → |
| 512 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $2.29B | $12.96B | 178 | 2026-04-30 | → |
| 513 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | $2.29B | $2.89B | 14 | 2026-03-31 | → |
| 514 | APELLA CAPITAL, LLC | 171106 | $2.29B | $11.07B | 179 | 2026-06-30 | → |
| 515 | CURI CAPITAL, LLC | 134249 | $2.28B | $11.58B | 180 | 2026-03-31 | → |
| 516 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $2.28B | $177.46B | 375 | 2026-05-31 | → |
| 517 | MILLIMAN ADVISORS, LLC | 112245 | $2.28B | $2.32B | 1 | 2026-06-30 | → |
| 518 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $2.27B | $1.60T | 7,987 | 2026-06-30 | → |
| 519 | FOREST CAPITAL MANAGEMENT, LLC | 171659 | $2.26B | $3.75B | 11 | 2026-03-31 | → |
| 520 | 26NORTH PARTNERS LP | 322923 | $2.25B | $32.68B | 142 | 2026-03-31 | → |
| 521 | ON INVESTMENT MANAGEMENT CO | 105662 | $2.25B | $3.15B | 196 | 2026-04-30 | → |
| 522 | RCP ADVISORS 2, LLC | 289963 | $2.24B | $18.21B | 63 | 2026-03-31 | → |
| 523 | COMMONFUND OCIO, INC. | 110689 | $2.22B | $22.66B | 42 | 2025-12-31 | → |
| 524 | MARINER, LLC | 140195 | $2.22B | $125.41B | 1,889 | 2026-03-31 | → |
| 525 | PERMANENS CAPITAL L.P. | 157476 | $2.22B | $4.02B | 17 | 2026-03-31 | → |
| 526 | ORCHARD GLOBAL ASSET MANAGEMENT LLP | 287599 | $2.22B | $11.28B | 60 | 2026-03-31 | → |
| 527 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 136591 | $2.21B | $87.38B | 481 | 2026-05-31 | → |
| 528 | UNIGESTION (US) LTD | 305038 | $2.20B | $2.45B | 9 | 2026-06-30 | → |
| 529 | BBR PARTNERS, LLC | 109688 | $2.19B | $36.49B | 175 | 2026-03-31 | → |
| 530 | POINT OLEMA CAPITAL PARTNERS, L.P. | 304303 | $2.19B | $2.91B | 9 | 2026-03-31 | → |
| 531 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $2.19B | $8.76B | 141 | 2026-03-31 | → |
| 532 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | $2.18B | $10.60B | 325 | 2026-06-30 | → |
| 533 | SENTRY ADVISORS, LLC | 174042 | $2.17B | $2.41B | 4 | 2026-03-31 | → |
| 534 | PARTNERS GROUP (USA) INC. | 145228 | $2.17B | $29.12B | 431 | 2026-03-31 | → |
| 535 | AGF INVESTMENTS LLC | 153781 | $2.16B | $4.92B | 33 | 2026-06-30 | → |
| 536 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $2.16B | $14.15B | 105 | 2026-03-31 | → |
| 537 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $2.15B | $24.65B | 289 | 2026-06-30 | → |
| 538 | 3I CORPORATION | 159892 | $2.14B | $2.70B | 27 | 2026-06-30 | → |
| 539 | AMERICANA PARTNERS, LLC | 301354 | $2.12B | $9.10B | 86 | 2026-04-30 | → |
| 540 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $2.11B | $34.59B | 163 | 2026-03-31 | → |
| 541 | STELAC ADVISORY SERVICES LLC | 145103 | $2.11B | $6.29B | 21 | 2026-03-31 | → |
| 542 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $2.11B | $941.02B | 222 | 2026-03-31 | → |
| 543 | NAVY FEDERAL INVESTMENT SERVICES, LLC | 138459 | $2.10B | $2.10B | 206 | 2026-05-31 | → |
| 544 | MLC ASSET MANAGEMENT US LLC | 314738 | $2.10B | $2.77B | 4 | 2026-05-31 | → |
| 545 | REALTERM TRANSPORTATION LLC | 322689 | $2.09B | $10.87B | 265 | 2026-05-31 | → |
| 546 | CHOREO, LLC | 111221 | $2.09B | $19.14B | 232 | 2026-03-31 | → |
| 547 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $2.07B | $120.70B | 364 | 2026-03-31 | → |
| 548 | PNC WEALTH MANAGEMENT | 129052 | $2.07B | $30.27B | 1,713 | 2026-06-30 | → |
| 549 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | $2.07B | $11.12B | 67 | 2026-03-31 | → |
| 550 | JOHNSON FINANCIAL GROUP LLC | 125101 | $2.07B | $4.53B | 62 | 2026-05-31 | → |
| 551 | SYON CAPITAL LLC | 322776 | $2.06B | $4.38B | 17 | 2026-03-31 | → |
| 552 | DOYENNE WEALTH ADVISORS LLC | 315995 | $2.04B | $2.04B | 18 | 2026-05-31 | → |
| 553 | CASTLE ROCK ADVISORS LLC | 331429 | $2.04B | $2.38B | 33 | 2026-04-30 | → |
| 554 | PRUDENT MAN ADVISORS, LLC | 301973 | $2.03B | $30.59B | 157 | 2026-04-30 | → |
| 555 | LAWLEY RETIREMENT ADVISORS, LLC | 282786 | $2.03B | $2.13B | 12 | 2026-03-31 | → |
| 556 | RPA FINANCIAL, LLC | 294105 | $2.03B | $10.88B | 12 | 2026-06-30 | → |
| 557 | PCA INVESTMENT ADVISORY SERVICES, INC. | 123475 | $2.02B | $4.31B | 15 | 2026-03-31 | → |
| 558 | HUB INVESTMENT PARTNERS, LLC | 307956 | $2.01B | $11.88B | 172 | 2026-06-30 | → |
| 559 | AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED | 156771 | $2.01B | $2.01B | 174 | 2026-02-28 | → |
| 560 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | 141573 | $2.00B | $2.11B | 3 | 2026-02-28 | → |
| 561 | CFI PARTNERS, LLC | 139531 | $2.00B | $26.31B | 47 | 2026-03-31 | → |
| 562 | POPULAR ASSET MANAGEMENT LLC | 313653 | $1.99B | $3.71B | 15 | 2026-06-30 | → |
| 563 | COMPERIO RETIREMENT CONSULTING, INC. | 140786 | $1.99B | $1.99B | 4 | 2026-03-31 | → |
| 564 | HARBOUR INVESTMENTS, INC. | 19258 | $1.98B | $9.60B | 232 | 2026-06-30 | → |
| 565 | TEAM HEWINS, LLC | 291194 | $1.98B | $3.97B | 29 | 2026-04-30 | → |
| 566 | MICHAUD CAPITAL MANAGEMENT LLC | 159828 | $1.98B | $2.44B | 19 | 2026-03-31 | → |
| 567 | BELL PARTNERS INVESTMENT MANAGER, LLC | 329611 | $1.97B | $6.12B | 69 | 2026-05-31 | → |
| 568 | DIGITAL BRIDGE ADVISORS, LLC | 291394 | $1.97B | $14.60B | 174 | 2026-05-31 | → |
| 569 | C.M. CAPITAL ADVISORS, LLC | 157529 | $1.96B | $1.96B | 18 | 2026-03-31 | → |
| 570 | LARRAINVIAL ASSET MANAGEMENT ADMINISTRADORA GENERAL DE FONDOS SA | 295522 | $1.95B | $2.29B | 93 | 2025-03-31 | → |
| 571 | ANCORA ADVISORS LLC | 124674 | $1.95B | $4.61B | 46 | 2026-03-31 | → |
| 572 | JOEL ISAACSON & CO., LLC | 152450 | $1.95B | $9.32B | 52 | 2026-03-31 | → |
| 573 | PARK AVENUE SECURITIES LLC | 46173 | $1.94B | $19.58B | 2,073 | 2026-06-30 | → |
| 574 | ARGOS CAPITAL PARTNERS, LLC | 116165 | $1.92B | $2.61B | 15 | 2026-04-30 | → |
| 575 | BHARCAP PARTNERS, LLC | 315679 | $1.92B | $3.24B | 14 | 2026-03-31 | → |
| 576 | MEADOW CAPITAL MANAGEMENT LLC | 161322 | $1.91B | $5.97B | 17 | 2026-03-31 | → |
| 577 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $1.91B | $178.01B | 471 | 2026-04-30 | → |
| 578 | RAGA PARTNERS LP | 316791 | $1.91B | $2.20B | 12 | 2026-05-31 | → |
| 579 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $1.91B | $183.29B | 905 | 2026-05-31 | → |
| 580 | LEGACY KNIGHT MFO, LLC | 305927 | $1.90B | $2.85B | 21 | 2026-05-31 | → |
| 581 | GROVE POINT ADVISORS, LLC | 313171 | $1.90B | $2.47B | 389 | 2025-07-31 | → |
| 582 | D'ANNUNZIO CONSULTING GROUP, LLC | 144422 | $1.90B | $1.90B | 4 | 2026-03-31 | → |
| 583 | DWS INVESTMENTS AUSTRALIA LIMITED | 109112 | $1.90B | $1.90B | 25 | 2026-05-31 | → |
| 584 | MINOT DEBLOIS ADVISORS LLC | 140170 | $1.89B | $2.04B | 4 | 2026-03-31 | → |
| 585 | PINNACLE PENSION CONSULTANTS LLC | 133442 | $1.89B | $2.17B | 3 | 2026-03-31 | → |
| 586 | CUSO FINANCIAL SERVICES, L.P. | 42132 | $1.88B | $5.38B | 791 | 2025-08-31 | → |
| 587 | CFT CAPITAL MANAGEMENT, LLC | 319348 | $1.88B | $3.75B | 13 | 2026-05-31 | → |
| 588 | JOHNSON WEALTH INC. | 125557 | $1.87B | $10.35B | 142 | 2026-03-31 | → |
| 589 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC | 147746 | $1.87B | $152.07B | 368 | 2026-06-30 | → |
| 590 | DWIGHT SECURITIES MANAGEMENT LLC | 174984 | $1.87B | $4.56B | 41 | 2026-04-30 | → |
| 591 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $1.87B | $82.99B | 99 | 2026-03-31 | → |
| 592 | UX WEALTH PARTNERS LLC | 308983 | $1.86B | $1.87B | 7 | 2026-06-30 | → |
| 593 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | $1.86B | $5.31B | 12 | 2025-11-30 | → |
| 594 | WESTERN ASSET MANAGEMENT COMPANY LTD | 143388 | $1.86B | $2.58B | 6 | 2025-12-31 | → |
| 595 | CHERRY CREEK FAMILY OFFICES, LLC | 156310 | $1.86B | $2.02B | 16 | 2026-02-28 | → |
| 596 | TIDE CYCLE RESOURCES LLC | 330698 | $1.85B | $1.85B | 2 | 2026-03-31 | → |
| 597 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $1.83B | $17.21B | 117 | 2026-06-30 | → |
| 598 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $1.83B | $82.55B | 300 | 2026-03-31 | → |
| 599 | CORSAIR CAPITAL LLC | 137887 | $1.83B | $7.68B | 52 | 2026-04-30 | → |
| 600 | LCP INSTITUTIONAL, LLC | 325133 | $1.82B | $3.18B | 8 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30