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 | |
|---|---|---|---|---|---|---|---|
| 501 | SANDHILL CAPITAL PARTNERS LLC | 129800 | $110.9M | $2.40B | 22 | 2026-03-31 | → |
| 502 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | $110.3M | $1.90B | 19 | 2026-04-30 | → |
| 503 | G. A. REPPLE & COMPANY | 17486 | $109.7M | $716.3M | 53 | 2026-03-31 | → |
| 504 | CLEARSTEAD ADVISORS, LLC | 105674 | $109.5M | $33.88B | 280 | 2026-03-31 | → |
| 505 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $109.1M | $9.14B | 54 | 2026-03-31 | → |
| 506 | ZWJ INVESTMENT COUNSEL INC | 110397 | $108.6M | $4.23B | 20 | 2026-03-31 | → |
| 507 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $108.0M | $24.40B | 314 | 2026-06-30 | → |
| 508 | KAHN FINANCIAL GROUP, INC. | 134802 | $107.9M | $122.6M | 2 | 2026-03-31 | → |
| 509 | DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. | 300058 | $107.4M | $107.4M | 2 | 2026-03-31 | → |
| 510 | STRICKLER INVESTMENT SERVICES, LLC | 332778 | $107.3M | $107.3M | 9 | 2026-02-28 | → |
| 511 | KESSLER INVESTMENT GROUP, LLC | 153696 | $106.8M | $359.7M | 8 | 2026-03-31 | → |
| 512 | MWA FINANCIAL SERVICES, INC. | 112630 | $106.6M | $640.0M | 721 | 2026-05-31 | → |
| 513 | COMPASS CAPITAL MANAGEMENT, LLC | 150170 | $104.9M | $119.0M | 10 | 2026-02-28 | → |
| 514 | NAPLES ASSET MANAGEMENT CO., LLC | 133978 | $104.5M | $404.3M | 11 | 2026-06-30 | → |
| 515 | CORIENT PRIVATE WEALTH LLC | 319448 | $103.9M | $165.25B | 1,537 | 2026-03-31 | → |
| 516 | CAPITAL INSIGHT PARTNERS, LLC | 147165 | $102.9M | $829.6M | 9 | 2025-04-30 | → |
| 517 | ROCKY HILL ADVISORS INC. | 123242 | $102.4M | $102.4M | 2 | 2026-05-31 | → |
| 518 | PERSONALIZED FINANCIAL SOLUTIONS LLC | 306475 | $100.9M | $142.6M | 4 | 2026-01-31 | → |
| 519 | THE RENN WEALTH MANAGEMENT GROUP, INC. | 117500 | $100.1M | $151.9M | 4 | 2026-02-28 | → |
| 520 | CONCORDE ASSET MANAGEMENT, LLC | 140367 | $99.1M | $598.4M | 76 | 2026-03-31 | → |
| 521 | GOODMAN ADVISORY GROUP, LLC | 285637 | $97.6M | $415.5M | 8 | 2026-03-31 | → |
| 522 | HARVEY INVESTMENT COMPANY, LLC | 110482 | $95.0M | $1.03B | 4 | 2026-05-31 | → |
| 523 | EDGEWOOD MANAGEMENT LLC | 106647 | $92.8M | $21.52B | 41 | 2026-03-31 | → |
| 524 | TEKMEN WELLS LLC | 168431 | $92.4M | $92.4M | 2 | 2026-01-31 | → |
| 525 | CARRICK LANE LLC | 309148 | $91.8M | $3.03B | 6 | 2026-03-31 | → |
| 526 | A SMARTER WAY TO INVEST, INC. | 166170 | $91.4M | $150.0M | 7 | 2026-03-31 | → |
| 527 | ON INVESTMENT MANAGEMENT CO | 105662 | $90.4M | $3.15B | 196 | 2026-04-30 | → |
| 528 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $88.1M | $394.07B | 4,322 | 2026-04-30 | → |
| 529 | LEWIS FINANCIAL, LLC | 170324 | $87.3M | $133.9M | 3 | 2026-02-28 | → |
| 530 | IMPERITY WEALTH ALLIANCE LLC | 339113 | $86.8M | $139.7M | 14 | 2026-04-30 | → |
| 531 | BRIGHT LAKE WEALTH MANAGEMENT, LLC | 323513 | $85.8M | $103.6M | 17 | 2026-04-30 | → |
| 532 | TRICAPITAL WEALTH MANAGEMENT, INC. | 118788 | $85.1M | $132.7M | 3 | 2026-03-31 | → |
| 533 | TRAN CAPITAL MANAGEMENT, L.P. | 107049 | $84.3M | $890.3M | 7 | 2026-02-28 | → |
| 534 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | $84.1M | $6.20B | 41 | 2026-03-31 | → |
| 535 | WPG ADVISERS, LLC | 291708 | $83.6M | $360.9M | 6 | 2026-03-31 | → |
| 536 | CMC FINANCIAL GROUP, LLC | 292413 | $83.2M | $119.3M | 4 | 2026-03-31 | → |
| 537 | HORIZON WEALTH INVESTMENT SOLUTIONS LLC | 333752 | $83.0M | $147.2M | 7 | 2026-05-31 | → |
| 538 | ALPHA CAPITAL MANAGEMENT GROUP LLC | 283624 | $83.0M | $734.4M | 3 | 2026-03-31 | → |
| 539 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | 149889 | $82.2M | $162.8M | 3 | 2026-03-31 | → |
| 540 | GLAZER CAPITAL MANAGEMENT, LLC | 139403 | $82.1M | $120.1M | 5 | 2026-06-30 | → |
| 541 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $81.7M | $78.52B | 377 | 2026-05-31 | → |
| 542 | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. | 135832 | $81.5M | $416.5M | 5 | 2026-03-31 | → |
| 543 | RDA FINANCIAL NETWORK, INC. | 147309 | $80.6M | $675.2M | 17 | 2026-03-31 | → |
| 544 | ALGORITHMIC INVESTMENT MODELS, LLC | 306354 | $79.5M | $90.9M | 8 | 2026-05-31 | → |
| 545 | NISA INVESTMENT ADVISORS, LLC | 107313 | $78.3M | $343.89B | 417 | 2026-03-31 | → |
| 546 | FREEDOM INVESTMENT MANAGEMENT, INC. | 126052 | $78.1M | $568.7M | 9 | 2026-02-28 | → |
| 547 | 12TH STREET ASSET MANAGEMENT LLC | 153528 | $77.9M | $621.6M | 5 | 2026-02-28 | → |
| 548 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | 117681 | $74.9M | $2.50B | 26 | 2026-04-30 | → |
| 549 | EKO INVESTMENTS INC. | 313296 | $74.9M | $74.9M | 12 | 2026-03-31 | → |
| 550 | COOPER FINANCIAL GROUP | 111458 | $72.9M | $2.85B | 53 | 2026-06-30 | → |
| 551 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $72.7M | $10.79B | 221 | 2026-05-31 | → |
| 552 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | $72.6M | $9.38B | 209 | 2026-03-31 | → |
| 553 | WPM WEALTH ADVISORS LLC | 316722 | $72.4M | $72.4M | 3 | 2026-02-28 | → |
| 554 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | $71.8M | $3.24B | 36 | 2026-03-31 | → |
| 555 | MAR VISTA INVESTMENT PARTNERS, LLC | 144906 | $71.6M | $1.12B | 19 | 2026-03-31 | → |
| 556 | MARINER, LLC | 140195 | $71.1M | $125.41B | 1,889 | 2026-03-31 | → |
| 557 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | 107003 | $71.0M | $1.44B | 9 | 2026-03-31 | → |
| 558 | FAIRCHILD FINANCIAL ADVISORS, INC. | 165434 | $70.8M | $127.3M | 3 | 2026-03-31 | → |
| 559 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | 126514 | $70.7M | $382.0M | 56 | 2026-03-31 | → |
| 560 | HANSEATIC MANAGEMENT SERVICES INC | 107110 | $69.0M | $174.0M | 4 | 2026-03-31 | → |
| 561 | NOTTINGHAM WEALTH PARTNERS, INC. | 306971 | $67.9M | $80.5M | 7 | 2026-04-30 | → |
| 562 | PINION INVESTMENT ADVISORS, LLC | 114556 | $66.6M | $837.1M | 12 | 2026-05-31 | → |
| 563 | SILVANT CAPITAL MANAGEMENT LLC | 146025 | $66.5M | $3.04B | 8 | 2026-03-31 | → |
| 564 | ASPEN WEALTH MANAGEMENT, LLC | 159594 | $65.8M | $657.8M | 9 | 2026-04-30 | → |
| 565 | PHASE III ADVISORY SERVICES, LTD | 122959 | $65.6M | $210.9M | 3 | 2026-04-30 | → |
| 566 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | $65.2M | $4.21B | 22 | 2026-03-31 | → |
| 567 | ALLISON INVESTMENT MANAGEMENT, LLC | 124645 | $65.1M | $170.4M | 2 | 2026-03-31 | → |
| 568 | EASTERLY INVESTMENT PARTNERS LLC | 299607 | $64.1M | $2.83B | 27 | 2026-04-30 | → |
| 569 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $62.9M | $104.49B | 212 | 2026-05-31 | → |
| 570 | SIERRA FINANCIAL ADVISORY INCORPORATED | 130934 | $62.5M | $144.9M | 2 | 2026-03-31 | → |
| 571 | MONTAG & CALDWELL LLC | 104841 | $61.5M | $577.0M | 14 | 2025-03-31 | → |
| 572 | ARISTOTLE CREDIT PARTNERS, LLC | 169959 | $60.4M | $81.1M | 2 | 2025-10-31 | → |
| 573 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $59.1M | $29.01B | 51 | 2026-03-31 | → |
| 574 | COUNTRYSIDE FINANCIAL LLC | 337489 | $58.9M | $73.2M | 3 | 2026-06-30 | → |
| 575 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $58.1M | $21.33B | 129 | 2026-03-31 | → |
| 576 | BECKER CAPITAL MANAGEMENT INC | 110489 | $57.4M | $5.73B | 42 | 2026-03-31 | → |
| 577 | NEW CENTURY ADVISORS, LLC | 122478 | $57.3M | $4.31B | 18 | 2026-03-31 | → |
| 578 | PRINCETON CAPITAL MANAGEMENT LLC | 113926 | $56.6M | $435.5M | 10 | 2026-04-30 | → |
| 579 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | $56.4M | $1.16B | 6 | 2026-03-31 | → |
| 580 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $55.5M | $1.43T | 1,868 | 2026-03-31 | → |
| 581 | SCHOLTZ & COMPANY, L.L.C. | 107363 | $54.2M | $340.5M | 7 | 2026-03-31 | → |
| 582 | RICE HALL JAMES & ASSOCIATES LLC | 125410 | $54.0M | $1.74B | 23 | 2026-05-31 | → |
| 583 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $53.9M | $23.44B | 51 | 2026-04-30 | → |
| 584 | VISIONARY WEALTH ADVISORS, LLC | 169610 | $53.8M | $3.54B | 74 | 2026-03-31 | → |
| 585 | ENDEAVOR PRIVATE WEALTH, INC. | 313053 | $52.8M | $595.3M | 13 | 2026-05-31 | → |
| 586 | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | 293992 | $51.8M | $129.7M | 3 | 2025-08-31 | → |
| 587 | NEW POTOMAC PARTNERS LLC | 170061 | $51.0M | $59.3M | 2 | 2025-03-31 | → |
| 588 | HODGES CAPITAL MANAGEMENT INC | 110080 | $49.9M | $1.24B | 20 | 2025-10-31 | → |
| 589 | HORIZON INVESTMENTS LLC | 109552 | $49.2M | $8.47B | 76 | 2026-03-31 | → |
| 590 | DAVIS CAPITAL ADVISORS, LLC | 153496 | $46.9M | $46.9M | 2 | 2026-03-31 | → |
| 591 | ADELANTE CAPITAL MANAGEMENT LLC | 107382 | $46.4M | $1.49B | 10 | 2026-03-31 | → |
| 592 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $46.3M | $4.97B | 45 | 2026-06-30 | → |
| 593 | HUMAN INVESTING, LLC | 133017 | $46.1M | $2.22B | 28 | 2026-03-31 | → |
| 594 | CONVERGENCE INVESTMENT PARTNERS, LLC | 148472 | $45.7M | $523.6M | 5 | 2026-03-31 | → |
| 595 | PATIENT CAPITAL MANAGEMENT, LLC | 307336 | $45.2M | $2.50B | 10 | 2026-03-31 | → |
| 596 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | 282448 | $44.0M | $1.39B | 77 | 2025-03-31 | → |
| 597 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | $43.3M | $3.03B | 19 | 2026-03-31 | → |
| 598 | AUXIER ASSET MANAGEMENT LLC | 107980 | $43.1M | $946.1M | 11 | 2026-03-31 | → |
| 599 | CYPRESS CAPITAL, LLC | 171266 | $42.8M | $426.0M | 12 | 2026-03-31 | → |
| 600 | FINANCIAL PLANNING FIRST, LLC | 319273 | $42.3M | $113.9M | 3 | 2026-03-31 | → |
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