Research Report · 2026-06-30
Top Registered Investment Advisers by Non-US AUM
SEC-registered investment advisers ranked by reported non-US regulatory assets under management.
Firms
820
Total AUM
$47.10T
Median AUM
$1.42B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Non-US AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | ARCHETYPE ADVISORS, LLC | 156527 | $195.0M | $260.0M | 4 | 2026-03-31 | → |
| 402 | FIDUCIARY MANAGEMENT, INC. | 109149 | $193.9M | $11.36B | 25 | 2026-06-30 | → |
| 403 | ELCO MANAGEMENT COMPANY, LLC | 137036 | $193.8M | $261.2M | 7 | 2026-05-31 | → |
| 404 | CL WEALTH MANAGEMENT LLC | 134922 | $193.2M | $733.6M | 42 | 2026-03-31 | → |
| 405 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $192.7M | $65.60B | 388 | 2026-04-30 | → |
| 406 | THE ARCHER CONSULTING GROUP, LLC | 156062 | $192.2M | $192.2M | 3 | 2026-03-31 | → |
| 407 | PARK SQUARE FINANCIAL GROUP, LLC | 332268 | $189.5M | $218.6M | 5 | 2026-04-30 | → |
| 408 | VINE CAPITAL MANAGEMENT, LLC | 269894 | $188.4M | $188.4M | 2 | 2026-01-31 | → |
| 409 | CIG ASSET MANAGEMENT, INC. | 123609 | $187.7M | $192.5M | 8 | 2026-03-31 | → |
| 410 | ITRUST ASSET MANAGEMENT, LLC | 164193 | $187.5M | $211.9M | 4 | 2026-03-31 | → |
| 411 | CAMBRIDGE FINANCIAL GROUP, INC. | 112254 | $186.9M | $331.3M | 6 | 2026-03-31 | → |
| 412 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $185.6M | $13.38B | 348 | 2026-03-31 | → |
| 413 | NETWORTH ADVISORS, LLC | 311621 | $185.4M | $185.4M | 12 | 2026-05-31 | → |
| 414 | POPULAR SECURITIES, LLC | 8096 | $183.3M | $2.62B | 91 | 2026-03-31 | → |
| 415 | THOMAS J. HERZFELD ADVISORS, INC. | 108369 | $183.1M | $890.4M | 15 | 2026-03-31 | → |
| 416 | DANER WEALTH MANAGEMENT, LLC | 317373 | $179.8M | $201.7M | 2 | 2026-03-31 | → |
| 417 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $179.6M | $66.46B | 90 | 2026-06-30 | → |
| 418 | ASL FINANCIAL, LLC | 115479 | $178.9M | $186.7M | 1 | 2026-01-31 | → |
| 419 | REINHART PARTNERS, LLC | 106432 | $178.8M | $2.47B | 16 | 2026-05-31 | → |
| 420 | AJF CAPITAL MANAGEMENT, INC. | 126414 | $178.5M | $178.5M | 4 | 2025-11-30 | → |
| 421 | LIBERTY ONE WEALTH ADVISORS | 315675 | $177.2M | $178.4M | 5 | 2026-01-31 | → |
| 422 | ALTA CAPITAL MANAGEMENT LLC | 106786 | $176.4M | $1.60B | 19 | 2026-06-30 | → |
| 423 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | $176.3M | $5.68B | 186 | 2026-06-30 | → |
| 424 | JANUARY CAPITAL ADVISORS LLC | 177514 | $175.9M | $193.2M | 4 | 2026-03-31 | → |
| 425 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | 323146 | $173.5M | $173.5M | 7 | 2026-04-30 | → |
| 426 | ATEGENOS CAPITAL, LLC | 326708 | $170.5M | $1.07B | 13 | 2026-03-31 | → |
| 427 | BLUM FINANCIAL, LP | 149134 | $170.5M | $208.6M | 6 | 2026-03-31 | → |
| 428 | EAGLE GLOBAL ADVISORS LLC | 107306 | $165.7M | $3.10B | 24 | 2026-03-31 | → |
| 429 | M.K. BROWN WEALTH ADVISORY, LLC | 121269 | $165.5M | $165.5M | 3 | 2026-02-28 | → |
| 430 | BROOKMONT CAPITAL MANAGEMENT, LLC | 145475 | $164.2M | $910.5M | 4 | 2026-03-31 | → |
| 431 | CORTLAND ASSOCIATES INC | 104681 | $163.0M | $958.0M | 7 | 2026-03-31 | → |
| 432 | THE PINNACLE FINANCIAL GROUP | 164395 | $162.3M | $1.38B | 54 | 2026-03-31 | → |
| 433 | ESTABROOK CAPITAL MANAGEMENT LLC | 128856 | $160.4M | $933.3M | 10 | 2026-03-31 | → |
| 434 | BRIDGEWAY WEALTH MANAGEMENT, LLC | 326547 | $159.6M | $164.6M | 2 | 2026-02-28 | → |
| 435 | BLUECHIP WEALTH ADVISORS LLC | 150008 | $157.0M | $666.4M | 8 | 2026-03-31 | → |
| 436 | MATRIX ASSET ADVISORS INC | 107408 | $154.1M | $1.40B | 12 | 2026-03-31 | → |
| 437 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | $153.9M | $862.7M | 8 | 2026-03-31 | → |
| 438 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $153.5M | $16.66B | 33 | 2026-03-31 | → |
| 439 | TRUEPOINT, INC. | 105664 | $152.4M | $6.39B | 103 | 2026-03-31 | → |
| 440 | GRAHAM, BORDELON, GOLSON & GILBERT, INC. | 104612 | $152.0M | $420.8M | 4 | 2026-03-31 | → |
| 441 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $151.9M | $22.98B | 164 | 2026-05-31 | → |
| 442 | NOTTINGHAM ADVISORS INC. | 104928 | $150.7M | $1.43B | 11 | 2026-03-31 | → |
| 443 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $150.1M | $24.79B | 422 | 2026-03-31 | → |
| 444 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $149.3M | $25.84B | 165 | 2025-12-31 | → |
| 445 | COORDINATED FINANCIAL SERVICES, INC. | 147881 | $148.8M | $427.3M | 4 | 2026-03-31 | → |
| 446 | TEMPLETON INVESTMENT COUNSEL, LLC | 111370 | $148.7M | $4.61B | 31 | 2026-06-30 | → |
| 447 | BEACON HILL WEALTH MANAGEMENT LTD | 325860 | $148.6M | $148.6M | 6 | 2026-03-31 | → |
| 448 | PRESTIGE WEALTH MANAGEMENT, INC. | 336264 | $148.4M | $148.4M | 9 | 2026-06-30 | → |
| 449 | STRATEGIC ADVISORY SERVICES, LLC | 287984 | $148.1M | $201.2M | 10 | 2026-04-30 | → |
| 450 | BUSEY CAPITAL MANAGEMENT, INC. | 128044 | $147.2M | $493.8M | 22 | 2026-03-31 | → |
| 451 | RED CRANE WEALTH MANAGEMENT, LLC | 284006 | $146.5M | $151.6M | 3 | 2026-02-28 | → |
| 452 | DISHMI CAPITAL, LLC | 336392 | $146.3M | $215.1M | 4 | 2026-03-31 | → |
| 453 | TCM ADVISORS, LLC | 147445 | $142.9M | $142.9M | 1 | 2026-03-31 | → |
| 454 | APOLLON FINANCIAL, LLC | 321217 | $142.7M | $1.45B | 29 | 2026-06-30 | → |
| 455 | CAPSTAR FINANCIAL SERVICES LLC | 300349 | $142.4M | $207.8M | 4 | 2026-03-31 | → |
| 456 | CYRUS J. LAWRENCE LLC | 174034 | $141.9M | $591.5M | 7 | 2025-04-30 | → |
| 457 | W. H. REAVES & CO., INC. | 3140 | $141.7M | $5.94B | 21 | 2026-02-28 | → |
| 458 | MERCURIO & ASSOCIATES INC. | 283632 | $141.1M | $141.1M | 11 | 2026-03-31 | → |
| 459 | CHIPSER WEALTH MANAGEMENT, LLC | 306396 | $140.0M | $140.0M | 3 | 2026-01-31 | → |
| 460 | ROSS WEALTH ADVISORS, LLC | 304359 | $139.7M | $139.7M | 4 | 2026-06-30 | → |
| 461 | WEDGEWOOD PARTNERS, INC. | 21923 | $137.6M | $560.7M | 10 | 2026-03-31 | → |
| 462 | GLOBAL BROKERAGE SERVICES, INC. | 37505 | $137.3M | $137.3M | 5 | 2025-08-31 | → |
| 463 | MERITAGE PORTFOLIO MANAGEMENT, INC. | 107177 | $137.2M | $2.42B | 18 | 2026-02-28 | → |
| 464 | VISION FINANCIAL MANAGEMENT, LLC | 170003 | $136.9M | $165.7M | 5 | 2026-01-31 | → |
| 465 | FEE-ONLY FIDUCIARY ADVISORS LLC | 143329 | $135.0M | $197.0M | 3 | 2026-06-30 | → |
| 466 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | $134.3M | $7.86B | 22 | 2026-03-31 | → |
| 467 | R. STEWART EADS INVESTMENT COUNSEL, INC. | 105524 | $131.1M | $240.5M | 6 | 2026-03-31 | → |
| 468 | DMK ADVISOR GROUP, INC. | 41067 | $130.8M | $130.8M | 38 | 2026-06-30 | → |
| 469 | WEALTH ADVISORS NETWORK, INC. | 113836 | $130.6M | $300.3M | 8 | 2026-04-30 | → |
| 470 | ALTAMIRA FINANCIAL GROUP, LLC | 316907 | $130.3M | $130.3M | 3 | 2026-03-31 | → |
| 471 | OPUS PRIVATE WEALTH GROUP, LLC | 171317 | $130.0M | $128.0M | 3 | 2026-02-28 | → |
| 472 | BWA, LLC | 154878 | $129.0M | $146.9M | 1 | 2026-01-31 | → |
| 473 | DENALI ADVISORS, LLC | 110242 | $128.1M | $1.39B | 14 | 2026-03-31 | → |
| 474 | MISSION FINANCIAL GROUP, LLC | 311876 | $126.6M | $310.9M | 6 | 2026-05-31 | → |
| 475 | ALIGN FINANCIAL, LLC | 309238 | $126.0M | $433.7M | 5 | 2026-04-30 | → |
| 476 | GRANITE INVESTMENT PARTNERS, LLC | 150632 | $126.0M | $1.84B | 20 | 2026-03-31 | → |
| 477 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | 109036 | $125.9M | $905.2M | 23 | 2026-05-31 | → |
| 478 | GRYPHON WEALTH, LLC | 339969 | $125.4M | $3.24B | 22 | 2026-05-31 | → |
| 479 | GOODHAVEN CAPITAL MANAGEMENT, LLC | 156032 | $125.1M | $405.3M | 5 | 2026-03-31 | → |
| 480 | IFS GROUP, LLC | 328774 | $125.0M | $240.0M | 6 | 2026-02-28 | → |
| 481 | ODA AND COMPANY, INC. | 119952 | $123.9M | $125.6M | 3 | 2026-03-31 | → |
| 482 | CERITY PARTNERS LLC | 151559 | $123.6M | $161.68B | 1,529 | 2026-06-30 | → |
| 483 | ASTOR INVESTMENT MANAGEMENT LLC | 169679 | $122.4M | $198.4M | 6 | 2025-02-28 | → |
| 484 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | 111144 | $120.9M | $565.5M | 5 | 2026-03-31 | → |
| 485 | AXECAP INVESTMENTS, LLC | 314674 | $119.6M | $186.6M | 8 | 2026-03-31 | → |
| 486 | FAI ADVISORS, INC. | 122132 | $118.7M | $302.0M | 11 | 2026-03-31 | → |
| 487 | UHLER VERTICH WHITE ADVISORS, LLC | 130716 | $118.7M | $513.7M | 11 | 2026-04-30 | → |
| 488 | EPIC WEALTH MANAGEMENT, LLC | 297643 | $118.1M | $120.8M | 5 | 2026-03-31 | → |
| 489 | NIM WEALTH SOLUTIONS INC. | 334754 | $116.8M | $116.8M | 6 | 2026-05-31 | → |
| 490 | LEGACY WEALTH ASSET MANAGEMENT, LLC | 306732 | $116.0M | $546.0M | 14 | 2026-03-31 | → |
| 491 | LYRICAL ASSET MANAGEMENT LP | 148267 | $115.5M | $7.37B | 30 | 2026-03-31 | → |
| 492 | VALUEWORKS LLC | 116850 | $114.9M | $577.3M | 6 | 2026-04-30 | → |
| 493 | DIVIDEND ASSETS CAPITAL, LLC | 129973 | $114.8M | $540.8M | 7 | 2026-03-31 | → |
| 494 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 109767 | $114.2M | $701.7M | 7 | 2026-05-31 | → |
| 495 | HICKORY WEALTH MANAGEMENT, LLC | 298475 | $113.9M | $126.5M | 4 | 2026-03-31 | → |
| 496 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | $113.4M | $4.65B | 206 | 2026-06-30 | → |
| 497 | ALPHA PLANNING AND FINANCIAL SERVICES, INC. | 130842 | $112.8M | $112.8M | 5 | 2026-06-30 | → |
| 498 | COMPASS RETIREMENT GROUP LLC | 282420 | $111.9M | $111.9M | 9 | 2026-05-31 | → |
| 499 | MOODY ALDRICH PARTNERS, LLC | 106920 | $111.7M | $864.3M | 14 | 2026-05-31 | → |
| 500 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $111.2M | $621.02B | 611 | 2026-05-31 | → |
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