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 | |
|---|---|---|---|---|---|---|---|
| 701 | ROCK POINT ADVISORS, LLC | 130825 | $10.3M | $655.7M | 9 | 2026-03-31 | → |
| 702 | KFG WEALTH MANAGEMENT, LLC | 128606 | $10.1M | $1.15B | 113 | 2026-03-31 | → |
| 703 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $9.7M | $10.66B | 68 | 2026-06-30 | → |
| 704 | GARDEN STATE RETIREMENT SPECIALISTS, LLC | 128414 | $9.6M | $109.3M | 3 | 2026-02-28 | → |
| 705 | DAI WEALTH, LLC | 138938 | $9.6M | $330.0M | 40 | 2026-03-31 | → |
| 706 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | $9.4M | $5.61B | 26 | 2026-04-30 | → |
| 707 | WHITE PINE CAPITAL LLC | 108417 | $9.3M | $430.6M | 7 | 2026-03-31 | → |
| 708 | ALBION MANAGEMENT GROUP | 105957 | $9.2M | $2.01B | 31 | 2026-06-30 | → |
| 709 | AMERICAN WEALTH MANAGEMENT, INC. | 25536 | $9.0M | $310.0M | 10 | 2026-03-31 | → |
| 710 | J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. | 335439 | $9.0M | $9.0M | 65 | 2026-03-31 | → |
| 711 | ALESCO ADVISORS LLC | 108590 | $8.7M | $4.81B | 27 | 2025-03-31 | → |
| 712 | GENESIS PRIVATE WEALTH, LLC | 315692 | $8.6M | $482.4M | 6 | 2026-03-31 | → |
| 713 | MARK J SNYDER FINANCIAL SERVICES INC | 106425 | $8.0M | $382.0M | 10 | 2026-04-30 | → |
| 714 | WETZEL INVESTMENT ADVISORS, INC. | 305301 | $7.8M | $338.3M | 10 | 2026-03-31 | → |
| 715 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $7.5M | $5.48B | 21 | 2026-03-31 | → |
| 716 | NICHOLAS CO INC | 108347 | $7.4M | $6.08B | 16 | 2026-01-31 | → |
| 717 | RIVERWATER PARTNERS LLC | 283540 | $7.2M | $660.9M | 11 | 2026-06-30 | → |
| 718 | PINNACLE ASSOCIATES, LTD. | 110631 | $7.1M | $10.39B | 69 | 2026-03-31 | → |
| 719 | CAPITAL INNOVATIONS, LLC | 145329 | $6.8M | $806.7M | 4 | 2026-03-31 | → |
| 720 | EFFICIENT ADVISORS, LLC | 150144 | $6.6M | $3.08B | 14 | 2026-03-31 | → |
| 721 | LVM CAPITAL MANAGEMENT LTD | 111039 | $6.4M | $1.31B | 15 | 2025-09-30 | → |
| 722 | BIONDO INVESTMENT ADVISORS LLC | 130105 | $6.3M | $1.29B | 17 | 2026-03-31 | → |
| 723 | CALDWELL ADVISORS, LLC | 144408 | $6.2M | $351.4M | 8 | 2026-04-30 | → |
| 724 | GROESBECK INVESTMENT MANAGEMENT CORP | 106679 | $6.1M | $54.7M | 1 | 2026-03-31 | → |
| 725 | NUANCE INVESTMENTS, LLC | 148534 | $6.1M | $984.3M | 11 | 2026-01-31 | → |
| 726 | MIDWEST PROFESSIONAL PLANNERS, LTD. | 112995 | $6.1M | $649.3M | 29 | 2026-05-31 | → |
| 727 | GUARDIAN CAPITAL LP | 105078 | $5.8M | $10.68B | 90 | 2026-03-31 | → |
| 728 | PERKINS CAPITAL MANAGEMENT INC | 105028 | $5.7M | $139.0M | 9 | 2026-03-31 | → |
| 729 | CENTERPOINT ADVISORY GROUP, LLC | 324181 | $5.5M | $276.3M | 7 | 2026-03-31 | → |
| 730 | PCG ASSET MANAGEMENT, LLC | 148208 | $5.5M | $143.1M | 5 | 2026-03-31 | → |
| 731 | MAIRS AND POWER INC | 110351 | $5.4M | $12.14B | 60 | 2026-04-30 | → |
| 732 | HIGHLAND CAPITAL MANAGEMENT, LLC | 104842 | $5.1M | $3.83B | 21 | 2026-03-31 | → |
| 733 | VESTOR CAPITAL, LLC | 165855 | $5.0M | $2.28B | 27 | 2026-03-31 | → |
| 734 | FOX FINANCIAL, INC. | 319679 | $5.0M | $271.8M | 6 | 2026-06-30 | → |
| 735 | KNIGHTSBRIDGE ASSET MANAGEMENT LLC | 110347 | $4.8M | $1.12B | 13 | 2026-03-31 | → |
| 736 | STRATEGAS ASSET MANAGEMENT, LLC | 172000 | $4.8M | $458.4M | 26 | 2026-06-30 | → |
| 737 | ENDURING WEALTH ADVISORS, LLC | 323320 | $4.7M | $122.8M | 4 | 2026-03-31 | → |
| 738 | CROSS FINANCIAL ADVISORS, LLC | 287686 | $4.4M | $481.8M | 12 | 2026-03-31 | → |
| 739 | NORTHEAST INVESTMENT MANAGEMENT INC | 105051 | $4.3M | $3.27B | 25 | 2026-02-28 | → |
| 740 | PATTEN AND PATTEN, INC. | 105414 | $4.2M | $2.21B | 13 | 2026-03-31 | → |
| 741 | WARNKE/NICHOLS LTD. | 112181 | $4.1M | $160.0M | 2 | 2026-02-28 | → |
| 742 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $4.0M | $122.19B | 1,700 | 2026-06-30 | → |
| 743 | SPARROW CAPITAL MANAGEMENT INC | 106616 | $3.9M | $113.3M | 2 | 2026-03-31 | → |
| 744 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | $3.7M | $2.93B | 9 | 2026-03-31 | → |
| 745 | AVENIR CORPORATION | 110545 | $3.6M | $849.3M | 6 | 2026-03-31 | → |
| 746 | SAVANT INVESTMENT ADVISERS, INC. | 121794 | $3.5M | $162.5M | 3 | 2026-02-28 | → |
| 747 | FOCUSED WEALTH MANAGEMENT, INC. | 154828 | $3.4M | $2.27B | 19 | 2026-03-31 | → |
| 748 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $3.3M | $15.98B | 58 | 2026-04-30 | → |
| 749 | HORIZON INVESTMENT SERVICES, LLC. | 110642 | $3.1M | $363.8M | 14 | 2026-05-31 | → |
| 750 | WEALTHTRUST ASSET MANAGEMENT, LLC | 174901 | $3.1M | $217.4M | 7 | 2026-03-31 | → |
| 751 | DELTA ASSET MANAGEMENT, LLC | 113688 | $2.9M | $1.53B | 10 | 2026-05-31 | → |
| 752 | TOEWS CORPORATION | 106304 | $2.7M | $1.04B | 20 | 2026-03-31 | → |
| 753 | MONORAIL SECURITIES LLC | 285309 | $2.5M | $388.7M | 7 | 2026-03-31 | → |
| 754 | POPLAR FOREST CAPITAL LLC | 145250 | $2.4M | $1.28B | 10 | 2025-03-31 | → |
| 755 | ALERE PLANNING LLC | 286121 | $2.4M | $208.0M | 3 | 2026-02-28 | → |
| 756 | WISCONSIN CAPITAL MANAGEMENT, LLC | 110394 | $2.4M | $256.6M | 5 | 2025-08-31 | → |
| 757 | BROWN FINANCIAL MANAGEMENT GROUP, LLC | 282501 | $2.3M | $56.8M | 3 | 2025-02-28 | → |
| 758 | THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | $2.2M | $3.08B | 17 | 2026-03-31 | → |
| 759 | MPI WEALTH MANAGEMENT LLC | 301011 | $2.1M | $233.6M | 4 | 2026-05-31 | → |
| 760 | ROUNDANGLE ADVISORS LLC | 282178 | $2.1M | $215.5M | 3 | 2026-03-31 | → |
| 761 | KFA PRIVATE WEALTH GROUP, LLC | 281678 | $1.9M | $830.0M | 11 | 2026-03-31 | → |
| 762 | EATON-CAMBRIDGE INC. | 116798 | $1.9M | $480.7M | 11 | 2026-06-30 | → |
| 763 | GOLDSTONE FINANCIAL GROUP, LLC | 222520 | $1.9M | $1.05B | 43 | 2026-03-31 | → |
| 764 | STONEBRIDGE CAPITAL ADVISORS LLC | 111447 | $1.9M | $2.52B | 31 | 2026-03-31 | → |
| 765 | KAHN BROTHERS ADVISORS LLC | 144368 | $1.8M | $498.6M | 6 | 2026-03-31 | → |
| 766 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 106288 | $1.7M | $252.3M | 6 | 2026-03-31 | → |
| 767 | MARSTONE LLC | 164810 | $1.7M | $2.8M | 21 | 2026-03-31 | → |
| 768 | THIRD AVENUE MANAGEMENT LLC | 107545 | $1.7M | $1.63B | 19 | 2026-03-31 | → |
| 769 | LONGVIEW WEALTH MANAGEMENT, INC. | 136214 | $1.7M | $1.15B | 24 | 2026-05-31 | → |
| 770 | OLD WEST INVESTMENT MANAGEMENT, LLC | 148343 | $1.7M | $915.7M | 8 | 2026-03-31 | → |
| 771 | GREAT NORTHERN ASSET MANAGEMENT, INC. | 166788 | $1.6M | $73.1M | 5 | 2026-03-31 | → |
| 772 | AEW CAPITAL MANAGEMENT LP | 108633 | $1.6M | $3.02B | 250 | 2026-03-31 | → |
| 773 | WESTSIDE INVESTMENT MANAGEMENT, LLC | 154522 | $1.6M | $888.8M | 14 | 2026-02-28 | → |
| 774 | FUTUREMONEY RIA, LLC | 329835 | $1.6M | $1.6M | 9 | 2026-03-31 | → |
| 775 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $1.5M | $25.85B | 8 | 2025-12-31 | → |
| 776 | PIER CAPITAL, LLC | 131212 | $1.4M | $647.7M | 9 | 2026-03-31 | → |
| 777 | INNEALTA CAPITAL, LLC | 292158 | $1.3M | $222.4M | 4 | 2026-04-30 | → |
| 778 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $1.3M | $52.10B | 562 | 2026-05-31 | → |
| 779 | PENINSULA ASSET MANAGEMENT INC | 108600 | $1.2M | $284.1M | 4 | 2026-03-31 | → |
| 780 | BAILLIE GIFFORD INTERNATIONAL LLC | 305849 | $1.1M | $1.81B | 21 | 2026-06-30 | → |
| 781 | OAK ASSOCIATES LTD | 108874 | $1.1M | $1.78B | 8 | 2026-03-31 | → |
| 782 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 105515 | $1.1M | $4.20B | 52 | 2026-03-31 | → |
| 783 | ELPHINSTONE, INC. | 311264 | $992,361 | $1.4M | 5 | 2026-04-30 | → |
| 784 | SIDEPOCKET INC | 312031 | $914,547 | $914,547 | 16 | 2026-03-31 | → |
| 785 | TOWER BRIDGE ADVISORS, INC. | 115700 | $914,147 | $1.49B | 14 | 2026-01-31 | → |
| 786 | FIRST KENTUCKY SECURITIES CORPORATION | 7524 | $913,933 | $566.0M | 19 | 2025-12-31 | → |
| 787 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | $907,587 | $1.71B | 21 | 2026-03-31 | → |
| 788 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $841,408 | $3.44B | 13 | 2026-03-31 | → |
| 789 | KIRR, MARBACH & COMPANY, LLC | 104634 | $825,892 | $587.7M | 7 | 2026-03-31 | → |
| 790 | MAIN MANAGEMENT, LLC | 120361 | $800,589 | $1.90B | 27 | 2026-03-31 | → |
| 791 | STEINBERG ASSET MANAGEMENT, LLC | 118968 | $713,702 | $172.2M | 5 | 2026-03-31 | → |
| 792 | CFS INVESTMENT ADVISORY SERVICES LLC | 106577 | $685,887 | $2.73B | 13 | 2026-03-31 | → |
| 793 | AURA FINANCE, INC. | 318940 | $684,936 | $684,936 | 3 | 2025-03-31 | → |
| 794 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $675,274 | $30.51B | 249 | 2026-03-31 | → |
| 795 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | 169293 | $671,825 | $402.4M | 5 | 2026-03-31 | → |
| 796 | VERTEX PLANNING PARTNERS, LLC | 316839 | $668,305 | $1.01B | 20 | 2026-03-31 | → |
| 797 | WELLSPRING WEALTH MANAGEMENT LLC | 134834 | $631,418 | $584.8M | 8 | 2026-03-31 | → |
| 798 | MCGINN PENNINGER INVESTMENT MANAGEMENT INC. | 107396 | $538,515 | $204.4M | 5 | 2026-03-31 | → |
| 799 | DESTINY WEALTH PARTNERS, LLC | 171346 | $515,872 | $947.3M | 26 | 2026-06-30 | → |
| 800 | THE KARRAS COMPANY, INC. | 109578 | $421,160 | $372.9M | 7 | 2026-02-28 | → |
Related Lists
Sleeve820 firms · 2026-06-30