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 | |
|---|---|---|---|---|---|---|---|
| 601 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | 151223 | $42.1M | $2.23B | 0 | 2025-12-31 | → |
| 602 | ZEVIN ASSET MANAGEMENT, LLC | 165269 | $39.9M | $1.02B | 15 | 2026-03-31 | → |
| 603 | MWMG ADVISORS, LLC | 338376 | $38.9M | $40.0M | 1 | 2026-04-30 | → |
| 604 | XPONANCE LLC | 111126 | $38.8M | $24.27B | 46 | 2026-04-30 | → |
| 605 | ALMANACK INVESTMENT PARTNERS, LLC | 282428 | $38.1M | $945.9M | 24 | 2026-04-30 | → |
| 606 | REDWOOD WEALTH MANAGEMENT GROUP, LLC | 281741 | $38.1M | $317.2M | 4 | 2026-03-31 | → |
| 607 | WORLD INVESTMENTS, INC. | 20626 | $36.4M | $1.73B | 217 | 2025-10-31 | → |
| 608 | LAFFER TENGLER INVESTMENTS, INC. | 108068 | $36.1M | $800.1M | 14 | 2026-03-31 | → |
| 609 | SAPPHIRE STAR CAPITAL LLC | 226665 | $36.1M | $142.2M | 2 | 2026-03-31 | → |
| 610 | SHARP WEALTH ADVISORY, LLC | 289325 | $35.3M | $502.1M | 9 | 2026-03-31 | → |
| 611 | CHANNING GLOBAL ADVISORS, LLC | 290893 | $34.7M | $1.11B | 8 | 2026-03-31 | → |
| 612 | LOMBARD ADVISERS INCORPORATED | 108231 | $33.7M | $669.8M | 41 | 2026-03-31 | → |
| 613 | EJF CAPITAL LP | 138854 | $33.4M | $6.10B | 44 | 2026-04-30 | → |
| 614 | GRIFFIN ASSET MANAGEMENT, LLC | 104548 | $32.8M | $1.05B | 10 | 2026-02-28 | → |
| 615 | FLP WEALTH MANAGEMENT, LLC | 294277 | $32.8M | $169.1M | 3 | 2026-04-30 | → |
| 616 | CAPITAL ADVISORS, INC. | 104643 | $32.4M | $7.43B | 69 | 2026-03-31 | → |
| 617 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | $32.0M | $4.02B | 81 | 2026-01-31 | → |
| 618 | SMH CAPITAL ADVISORS LLC | 108344 | $32.0M | $503.1M | 7 | 2026-03-31 | → |
| 619 | CASTLEARK MANAGEMENT LLC | 109587 | $31.5M | $4.59B | 28 | 2026-04-30 | → |
| 620 | WRIGHT INVESTORS SERVICE INC | 106302 | $31.3M | $1.21B | 22 | 2026-03-31 | → |
| 621 | CRAMER ROSENTHAL MCGLYNN LLC | 107911 | $31.3M | $2.27B | 24 | 2026-04-30 | → |
| 622 | HUDSON EDGE INVESTMENT PARTNERS, INC. | 104870 | $31.2M | $2.95B | 16 | 2026-04-30 | → |
| 623 | FOCUS PARTNERS WEALTH, LLC | 159289 | $31.0M | $181.86B | 1,915 | 2026-04-30 | → |
| 624 | GODSEY & GIBB INC | 105650 | $30.4M | $1.56B | 23 | 2026-05-31 | → |
| 625 | SOUTHERNSUN ASSET MANAGEMENT LLC | 154572 | $30.2M | $749.4M | 15 | 2026-03-31 | → |
| 626 | FULCRUM EQUITY MANAGEMENT, LLC | 159099 | $29.8M | $192.8M | 4 | 2026-06-30 | → |
| 627 | DEAN INVESTMENT ASSOCIATES, LLC | 104635 | $29.6M | $909.3M | 10 | 2026-03-31 | → |
| 628 | INTRUA FINANCIAL LLC | 281554 | $29.0M | $1.75B | 53 | 2026-05-31 | → |
| 629 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | $28.8M | $4.25B | 20 | 2026-03-31 | → |
| 630 | CIM INVESTMENT MANAGEMENT INC | 106292 | $28.5M | $1.28B | 7 | 2026-03-31 | → |
| 631 | INTEGRITY WEALTH PARTNERS, LLC | 167314 | $27.6M | $193.9M | 4 | 2026-03-31 | → |
| 632 | GILMAN HILL ASSET MANAGEMENT, LLC | 143970 | $27.3M | $1.24B | 10 | 2026-03-31 | → |
| 633 | ROSECLIFF CAPITAL ADVISORY LLC | 305951 | $27.3M | $27.3M | 4 | 2026-03-31 | → |
| 634 | HAHN CAPITAL MANAGEMENT, LLC | 108911 | $27.0M | $390.0M | 5 | 2026-03-31 | → |
| 635 | KOOMAN & ASSOCIATES | 322163 | $27.0M | $555.6M | 10 | 2026-03-31 | → |
| 636 | DT INVESTMENT PARTNERS, LLC | 157646 | $26.7M | $1.91B | 8 | 2026-03-31 | → |
| 637 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $25.9M | $13.70B | 100 | 2026-03-31 | → |
| 638 | NAVELLIER & ASSOCIATES INC | 107568 | $25.7M | $1.10B | 21 | 2026-05-31 | → |
| 639 | SYMMETRY PARTNERS, LLC. | 120982 | $25.7M | $4.73B | 52 | 2026-02-28 | → |
| 640 | DANIEL KRUG & ASSOCIATES, INC. | 298532 | $25.5M | $145.1M | 7 | 2026-03-31 | → |
| 641 | LOBSCOUSER II, LLC | 282953 | $25.3M | $278.8M | 5 | 2026-04-30 | → |
| 642 | ABRDN INC. | 111069 | $24.5M | $41.48B | 193 | 2026-03-31 | → |
| 643 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | $24.2M | $2.58B | 19 | 2026-03-31 | → |
| 644 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 105081 | $24.0M | $1.94B | 16 | 2026-03-31 | → |
| 645 | VISION INVESTMENT ADVISORS, LLC | 109621 | $23.6M | $137.4M | 9 | 2026-05-31 | → |
| 646 | WESTWOOD MANAGEMENT CORP | 110269 | $23.6M | $12.46B | 95 | 2026-03-31 | → |
| 647 | TOWLE & CO | 110862 | $23.5M | $473.7M | 9 | 2026-06-30 | → |
| 648 | WEALTH ADVISORY GROUP, INC. | 122269 | $23.3M | $666.9M | 7 | 2025-10-31 | → |
| 649 | EVENTIDE ASSET MANAGEMENT, LLC | 147110 | $23.1M | $7.38B | 69 | 2026-03-31 | → |
| 650 | ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES | 109766 | $23.1M | $510.9M | 5 | 2026-02-28 | → |
| 651 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $22.8M | $14.09B | 39 | 2026-05-31 | → |
| 652 | HILLSPRING FINANCIAL, INC. | 113938 | $22.7M | $186.0M | 4 | 2026-03-31 | → |
| 653 | THE BENDIX FINANCIAL GROUP, INC. | 118999 | $22.6M | $196.6M | 4 | 2026-03-31 | → |
| 654 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | 174433 | $22.5M | $2.20B | 149 | 2026-03-31 | → |
| 655 | COURIER CAPITAL, LLC | 282485 | $22.1M | $3.59B | 26 | 2026-03-31 | → |
| 656 | TWIN CAPITAL MANAGEMENT INC | 104748 | $21.7M | $837.8M | 8 | 2026-03-31 | → |
| 657 | STREET CAPITAL PARTNERS, LLC | 309233 | $21.6M | $238.9M | 4 | 2026-03-31 | → |
| 658 | ARISTOTLE CAPITAL BOSTON, LLC | 173198 | $20.5M | $1.83B | 9 | 2026-03-31 | → |
| 659 | ACORN WEALTH ADVISORS, LLC | 170462 | $20.3M | $561.4M | 5 | 2026-06-30 | → |
| 660 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | $19.8M | $5.01B | 49 | 2025-03-31 | → |
| 661 | RSG INVESTMENTS LLC | 323527 | $19.7M | $140.5M | 25 | 2026-03-31 | → |
| 662 | EVESTIA LLC | 313074 | $19.6M | $33.3M | 2 | 2026-04-30 | → |
| 663 | IRONWOOD INVESTMENT MANAGEMENT, LLC | 108467 | $19.5M | $278.2M | 8 | 2026-03-31 | → |
| 664 | ATCAP PARTNERS, LLC | 158214 | $19.3M | $195.5M | 26 | 2026-04-30 | → |
| 665 | VULCAN VALUE PARTNERS LLC | 151190 | $19.2M | $6.08B | 38 | 2026-05-31 | → |
| 666 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $18.8M | $5.02B | 43 | 2026-05-31 | → |
| 667 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $18.5M | $24.65B | 289 | 2026-06-30 | → |
| 668 | DELPHI MANAGEMENT INC | 106042 | $18.5M | $116.7M | 4 | 2026-03-31 | → |
| 669 | STRINGER ASSET MANAGEMENT, LLC | 166133 | $18.4M | $42.2M | 6 | 2025-03-31 | → |
| 670 | NEWSOUTH CAPITAL MANAGEMENT INC | 110676 | $18.2M | $2.23B | 11 | 2026-06-30 | → |
| 671 | IM GLOBAL PARTNER FUND MANAGEMENT LLC | 110005 | $17.7M | $3.97B | 24 | 2026-03-31 | → |
| 672 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 110506 | $17.0M | $2.51B | 21 | 2026-04-30 | → |
| 673 | ROTH FINANCIAL PARTNERS LLC | 309814 | $16.9M | $460.1M | 4 | 2026-02-28 | → |
| 674 | OXBOW ADVISORS, LLC | 156393 | $16.7M | $2.46B | 13 | 2026-06-30 | → |
| 675 | THE ITHAKA GROUP, LLC | 146975 | $16.4M | $572.1M | 7 | 2026-03-31 | → |
| 676 | COHO PARTNERS, LTD. | 111335 | $16.3M | $2.20B | 18 | 2025-03-31 | → |
| 677 | TIMUCUAN ASSET MANAGEMENT INC | 105899 | $16.2M | $3.81B | 10 | 2026-03-31 | → |
| 678 | STERLING FINANCIAL GROUP, INC. | 300327 | $15.8M | $16.1M | 7 | 2026-02-28 | → |
| 679 | WEATHERBIE CAPITAL, LLC | 105991 | $15.7M | $1.34B | 7 | 2026-06-30 | → |
| 680 | VELA INVESTMENT MANAGEMENT, LLC | 306678 | $15.6M | $562.9M | 29 | 2026-03-31 | → |
| 681 | TODD ASSET MANAGEMENT LLC | 109473 | $14.9M | $6.18B | 18 | 2026-03-31 | → |
| 682 | PALOUSE CAPITAL MANAGEMENT, INC. | 104573 | $14.8M | $408.5M | 3 | 2026-04-30 | → |
| 683 | 1492 CAPITAL MANAGEMENT, LLC | 148566 | $14.7M | $274.6M | 5 | 2026-03-31 | → |
| 684 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | $14.7M | $5.93B | 20 | 2026-03-31 | → |
| 685 | EARLYBIRD CENTRAL INC. | 307201 | $14.0M | $14.0M | 2 | 2025-02-28 | → |
| 686 | CARTER, TERRY & COMPANY, INC. | 16365 | $13.7M | $104.0M | 33 | 2026-03-31 | → |
| 687 | COOKSON PEIRCE & CO INC | 110729 | $13.6M | $2.56B | 29 | 2026-05-31 | → |
| 688 | BUCHANAN WEALTH MANAGEMENT, LLC | 316629 | $13.5M | $212.0M | 4 | 2026-03-31 | → |
| 689 | HAVERFORD FINANCIAL SERVICES, INC. | 130007 | $12.9M | $366.4M | 45 | 2026-03-31 | → |
| 690 | ETF MODEL SOLUTIONS, LLC | 168410 | $12.8M | $18.1M | 14 | 2026-03-31 | → |
| 691 | ALTA WEALTH ADVISORS LLC | 293675 | $12.0M | $664.6M | 15 | 2026-06-30 | → |
| 692 | WEALTHCREST FINANCIAL SERVICES, LLC | 130049 | $12.0M | $507.5M | 9 | 2026-03-31 | → |
| 693 | INTEGRATED FINANCIAL STRATEGIES, LLC | 165007 | $12.0M | $322.0M | 5 | 2026-06-30 | → |
| 694 | LEE DANNER & BASS INC | 111002 | $11.7M | $1.98B | 11 | 2026-06-30 | → |
| 695 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $11.5M | $12.77B | 193 | 2025-12-31 | → |
| 696 | TEPLITZ FINANCIAL GROUP LLC | 122038 | $11.1M | $131.7M | 2 | 2026-04-30 | → |
| 697 | NOVEM GROUP | 158964 | $10.5M | $1.72B | 52 | 2026-02-28 | → |
| 698 | PORTFOLIO THINKTANK | 154006 | $10.5M | $10.6M | 4 | 2026-04-30 | → |
| 699 | TLWM, LLC | 158305 | $10.5M | $605.4M | 11 | 2026-03-31 | → |
| 700 | EVERGREEN WEALTH PARTNERS LLC | 335451 | $10.4M | $405.2M | 9 | 2026-03-31 | → |
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