Research Report · 2026-06-30
Top Registered Investment Advisers by Non-US Clients
SEC-registered investment advisers ranked by reported non-US client count.
Firms
396
Total AUM
$14.55T
Median AUM
$644.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Non-US Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | SOLIDARITY WEALTH, LLC | 315843 | 247,218,822 | $704.2M | 12 | 2026-03-31 | → |
| 202 | ONEAMERICA SECURITIES, INC. | 4173 | 246,909,289 | $306.1M | 340 | 2026-03-31 | → |
| 203 | A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC | 8361 | 245,928,680 | $2.30B | 320 | 2026-06-30 | → |
| 204 | ALPHA CAPITAL FAMILY OFFICE, LLC | 307521 | 245,878,282 | $295.9M | 15 | 2026-06-30 | → |
| 205 | STRATEGIC WEALTH CAPITAL, LLC | 326299 | 237,719,983 | $238.4M | 5 | 2026-03-31 | → |
| 206 | BUCKMAN ADVISORY GROUP LLC | 131688 | 236,142,403 | $277.3M | 15 | 2026-04-30 | → |
| 207 | PRECISION WEALTH STRATEGIES, LLC | 299827 | 234,155,129 | $711.0M | 15 | 2026-05-31 | → |
| 208 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | 229,464,021 | $5.68B | 186 | 2026-06-30 | → |
| 209 | IMPERIUM WEALTH MANAGEMENT, LLC | 159148 | 229,355,765 | $264.6M | 6 | 2026-02-28 | → |
| 210 | GENTRY PRIVATE WEALTH, LLC | 323208 | 227,972,199 | $307.7M | 8 | 2026-04-30 | → |
| 211 | WATERLOO CAPITAL, L.P. | 133705 | 225,179,476 | $2.26B | 64 | 2026-06-30 | → |
| 212 | ORCA WEALTH MANAGEMENT, LLC | 310053 | 224,401,139 | $224.4M | 3 | 2026-05-31 | → |
| 213 | SPRING CAPITAL MANAGEMENT, LLC | 282842 | 223,042,192 | $223.0M | 2 | 2026-02-28 | → |
| 214 | CARBON COLLECTIVE INVESTING, LLC | 310129 | 222,013,604 | $348.4M | 4 | 2026-03-31 | → |
| 215 | MOMENTUM INDEPENDENT NETWORK INC. | 17587 | 219,016,795 | $1.61B | 97 | 2026-03-31 | → |
| 216 | ASCENTIS WEALTH MANAGEMENT, LLC | 330923 | 218,380,253 | $595.7M | 9 | 2026-05-31 | → |
| 217 | ALLSTREET CAPITAL LLC | 283564 | 218,000,000 | $218.0M | 3 | 2026-02-28 | → |
| 218 | 724 CAPITAL, LLC | 318170 | 213,406,436 | $258.9M | 14 | 2026-04-30 | → |
| 219 | ATEGENOS CAPITAL, LLC | 326708 | 210,191,169 | $1.07B | 13 | 2026-03-31 | → |
| 220 | FIRST HEARTLAND CONSULTANTS, INC. | 110377 | 206,152,180 | $2.09B | 96 | 2026-03-31 | → |
| 221 | GLADOWSKY CAPITAL MANAGEMENT CORP | 45287 | 197,635,471 | $197.8M | 4 | 2026-02-28 | → |
| 222 | APS ADVISORS | 153504 | 197,246,667 | $197.2M | 2 | 2026-03-31 | → |
| 223 | ARCHETYPE ADVISORS, LLC | 156527 | 195,000,000 | $260.0M | 4 | 2026-03-31 | → |
| 224 | THE ARCHER CONSULTING GROUP, LLC | 156062 | 192,244,119 | $192.2M | 3 | 2026-03-31 | → |
| 225 | PARK SQUARE FINANCIAL GROUP, LLC | 332268 | 189,526,927 | $218.6M | 5 | 2026-04-30 | → |
| 226 | CIG ASSET MANAGEMENT, INC. | 123609 | 187,678,039 | $192.5M | 8 | 2026-03-31 | → |
| 227 | CREWS & ASSOCIATES, INC. | 8052 | 181,087,303 | $181.1M | 145 | 2026-03-31 | → |
| 228 | NICHOLAS WEALTH, LLC | 282635 | 180,198,482 | $739.8M | 19 | 2026-04-30 | → |
| 229 | JANUARY CAPITAL ADVISORS LLC | 177514 | 175,896,588 | $193.2M | 4 | 2026-03-31 | → |
| 230 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | 175,541,204 | $24.65B | 289 | 2026-06-30 | → |
| 231 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | 323146 | 173,469,083 | $173.5M | 7 | 2026-04-30 | → |
| 232 | BLUM FINANCIAL, LP | 149134 | 170,500,000 | $208.6M | 6 | 2026-03-31 | → |
| 233 | GRAND CENTRAL INVESTMENT GROUP, LLC | 172537 | 164,812,726 | $196.2M | 5 | 2026-06-30 | → |
| 234 | SPECTRUM WEALTH MANAGEMENT, LLC | 135530 | 163,185,507 | $269.5M | 3 | 2025-09-30 | → |
| 235 | MCKINLEY MONEY, LLC | 145571 | 161,303,593 | $163.7M | 3 | 2026-04-30 | → |
| 236 | WOODWARD DIVERSIFIED CAPITAL, LLC | 306299 | 158,497,150 | $609.8M | 6 | 2026-03-31 | → |
| 237 | BEACON HILL WEALTH MANAGEMENT LTD | 325860 | 148,554,973 | $148.6M | 6 | 2026-03-31 | → |
| 238 | PRESTIGE WEALTH MANAGEMENT, INC. | 336264 | 148,381,816 | $148.4M | 9 | 2026-06-30 | → |
| 239 | RED CRANE WEALTH MANAGEMENT, LLC | 284006 | 146,533,106 | $151.6M | 3 | 2026-02-28 | → |
| 240 | GUARDIAN WEALTH PARTNERS, LLC | 310203 | 145,246,779 | $191.4M | 75 | 2026-06-30 | → |
| 241 | TCM ADVISORS, LLC | 147445 | 142,887,213 | $142.9M | 1 | 2026-03-31 | → |
| 242 | APOLLON FINANCIAL, LLC | 321217 | 142,741,026 | $1.45B | 29 | 2026-06-30 | → |
| 243 | MERCURIO & ASSOCIATES INC. | 283632 | 141,065,289 | $141.1M | 11 | 2026-03-31 | → |
| 244 | AURORA PRIVATE WEALTH, INC. | 281604 | 136,034,219 | $374.0M | 25 | 2026-03-31 | → |
| 245 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | 160321 | 135,155,908 | $1.19B | 38 | 2026-06-30 | → |
| 246 | FEE-ONLY FIDUCIARY ADVISORS LLC | 143329 | 135,018,037 | $197.0M | 3 | 2026-06-30 | → |
| 247 | BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | 292661 | 130,533,317 | $459.5M | 6 | 2026-03-31 | → |
| 248 | THE PINES WEALTH MANAGEMENT, LLC | 326353 | 130,499,104 | $485.9M | 4 | 2026-03-31 | → |
| 249 | ALTAMIRA FINANCIAL GROUP, LLC | 316907 | 130,326,433 | $130.3M | 3 | 2026-03-31 | → |
| 250 | OPUS PRIVATE WEALTH GROUP, LLC | 171317 | 130,026,907 | $128.0M | 3 | 2026-02-28 | → |
| 251 | MISSION FINANCIAL GROUP, LLC | 311876 | 126,611,214 | $310.9M | 6 | 2026-05-31 | → |
| 252 | WELL DONE, LLC | 173736 | 126,501,235 | $2.00B | 26 | 2026-03-31 | → |
| 253 | ALIGN FINANCIAL, LLC | 309238 | 126,038,000 | $433.7M | 5 | 2026-04-30 | → |
| 254 | GOODHAVEN CAPITAL MANAGEMENT, LLC | 156032 | 125,117,015 | $405.3M | 5 | 2026-03-31 | → |
| 255 | INFINITY 8 INVESTMENTS, LLC | 152180 | 123,937,287 | $123.9M | 1 | 2026-06-30 | → |
| 256 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | 144601 | 121,869,009 | $121.9M | 17 | 2025-10-31 | → |
| 257 | DAVIVIENDA INVESTMENT ADVISOR USA LLC | 319755 | 120,204,087 | $120.2M | 8 | 2026-06-30 | → |
| 258 | EPIC WEALTH MANAGEMENT, LLC | 297643 | 118,098,710 | $120.8M | 5 | 2026-03-31 | → |
| 259 | NIM WEALTH SOLUTIONS INC. | 334754 | 116,755,871 | $116.8M | 6 | 2026-05-31 | → |
| 260 | MERIDIAN WEALTH PARTNERS, LLC | 287768 | 113,730,707 | $1.37B | 13 | 2026-04-30 | → |
| 261 | ALPHA PLANNING AND FINANCIAL SERVICES, INC. | 130842 | 112,753,128 | $112.8M | 5 | 2026-06-30 | → |
| 262 | COMPASS RETIREMENT GROUP LLC | 282420 | 111,859,803 | $111.9M | 9 | 2026-05-31 | → |
| 263 | VERICREST PRIVATE WEALTH, LLC | 311111 | 109,523,729 | $137.8M | 2 | 2026-03-31 | → |
| 264 | TCN PRIVATE WEALTH MANAGEMENT LLC | 310464 | 108,958,754 | $119.0M | 1 | 2026-03-31 | → |
| 265 | STRICKLER INVESTMENT SERVICES, LLC | 332778 | 107,259,633 | $107.3M | 9 | 2026-02-28 | → |
| 266 | READ & POWELL FINANCIAL SERVICES, LLC | 130189 | 106,721,378 | $159.7M | 3 | 2026-03-31 | → |
| 267 | HERBERT J. SIMS CAPITAL MANAGEMENT, INC. | 134510 | 106,238,805 | $436.9M | 30 | 2026-04-30 | → |
| 268 | NORTHLAND SECURITIES, INC. | 40258 | 104,959,929 | $405.5M | 22 | 2026-06-30 | → |
| 269 | U.S. BANCORP ADVISORS, LLC | 14455 | 104,456,138 | $1.80B | 379 | 2026-03-31 | → |
| 270 | NAPLES ASSET MANAGEMENT CO., LLC | 133978 | 104,453,536 | $404.3M | 11 | 2026-06-30 | → |
| 271 | ROCKY HILL ADVISORS INC. | 123242 | 102,418,700 | $102.4M | 2 | 2026-05-31 | → |
| 272 | DOMESTIQUE CAPITAL LLC | 283046 | 102,362,447 | $102.4M | 2 | 2026-02-28 | → |
| 273 | ENVOY ADVISORY INC. | 306559 | 99,618,621 | $615.0M | 23 | 2026-03-31 | → |
| 274 | CONCORDE ASSET MANAGEMENT, LLC | 140367 | 99,053,272 | $598.4M | 76 | 2026-03-31 | → |
| 275 | WEALTHTRUST ASSET MANAGEMENT, LLC | 174901 | 98,793,018 | $217.4M | 7 | 2026-03-31 | → |
| 276 | EURO PACIFIC ASSET MANAGEMENT, LLC | 152922 | 95,809,249 | $2.18B | 14 | 2026-04-30 | → |
| 277 | ARLINGTON FINANCIAL ADVISORS, LLC | 283288 | 95,700,000 | $1.24B | 16 | 2026-02-28 | → |
| 278 | IFS GROUP, LLC | 328774 | 95,000,000 | $240.0M | 6 | 2026-02-28 | → |
| 279 | WOMEN'S WEALTH ADVISOR | 317291 | 92,849,729 | $120.8M | 12 | 2026-04-30 | → |
| 280 | MITCHELL & PAHL PRIVATE WEALTH, LLC | 307625 | 89,178,725 | $449.9M | 4 | 2026-02-28 | → |
| 281 | VALUEWORKS LLC | 116850 | 86,532,074 | $577.3M | 6 | 2026-04-30 | → |
| 282 | SIKICH CAPITAL MANAGEMENT LLC | 142640 | 83,622,229 | $1.18B | 22 | 2026-03-31 | → |
| 283 | PARTNERS CAPITAL SERVICES, INC. | 127621 | 83,080,000 | $109.1M | 18 | 2026-02-28 | → |
| 284 | HORIZON WEALTH INVESTMENT SOLUTIONS LLC | 333752 | 83,033,308 | $147.2M | 7 | 2026-05-31 | → |
| 285 | ALPHA CAPITAL MANAGEMENT GROUP LLC | 283624 | 82,996,584 | $734.4M | 3 | 2026-03-31 | → |
| 286 | VISIONARY WEALTH ADVISORS, LLC | 169610 | 82,016,138 | $3.54B | 74 | 2026-03-31 | → |
| 287 | INDEPENDENT WEALTH NETWORK, INC. | 286262 | 81,869,146 | $518.4M | 37 | 2026-03-31 | → |
| 288 | GRANITE STATE RETIREMENT PLANNING, INC. | 141899 | 81,311,644 | $143.2M | 1 | 2026-03-31 | → |
| 289 | BACKBONE PLANNING PARTNERS LLC | 326699 | 81,114,675 | $98.4M | 4 | 2026-06-30 | → |
| 290 | CALDWELL ADVISORS, LLC | 144408 | 80,331,737 | $351.4M | 8 | 2026-04-30 | → |
| 291 | MONERE WEALTH MANAGEMENT, INC. | 173076 | 80,310,324 | $312.0M | 10 | 2026-02-28 | → |
| 292 | WESBANCO SECURITIES, INC. | 43276 | 78,558,814 | $285.9M | 110 | 2026-05-31 | → |
| 293 | SFG WEALTH MANAGEMENT, LLC | 285785 | 78,299,124 | $760.2M | 19 | 2026-04-30 | → |
| 294 | CAITLIN JOHN, LLC | 154494 | 77,582,845 | $214.9M | 26 | 2026-06-30 | → |
| 295 | NEWEDGE ADVISORS, LLC | 171351 | 73,085,182 | $43.21B | 1,073 | 2026-06-30 | → |
| 296 | PINNACLE INVESTMENTS, LLC | 142910 | 72,207,581 | $1.29B | 60 | 2026-06-30 | → |
| 297 | R. SEEGER WEALTH MANAGEMENT, LTD | 152258 | 72,146,811 | $72.1M | 1 | 2026-02-28 | → |
| 298 | MONECO ADVISORS, LLC | 171922 | 71,410,676 | $2.28B | 66 | 2026-06-30 | → |
| 299 | FINANCIAL PLANNING FIRST, LLC | 319273 | 71,148,127 | $113.9M | 3 | 2026-03-31 | → |
| 300 | THE MENARD FINANCIAL GROUP, LLC | 299404 | 68,907,478 | $335.3M | 3 | 2026-05-31 | → |
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