Research Report · 2026-06-30
Top Registered Investment Advisers by Other Adviser Clients
SEC-registered investment advisers ranked by reported other investment adviser clients.
Firms
680
Total AUM
$35.69T
Median AUM
$2.10B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Other Adviser Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | REDBLACK ADVISERS, INC. | 151692 | 20 | $823.6M | 7 | 2026-03-31 | → |
| 102 | INVESCO ASSET MANAGEMENT LTD. | 109985 | 19 | $187.60B | 930 | 2026-03-31 | → |
| 103 | PINEBRIDGE INVESTMENTS LLC | 285211 | 19 | $76.73B | 239 | 2026-05-31 | → |
| 104 | PAVE INVESTMENT ADVISORS, LLC. | 322420 | 19 | $669.6M | 7 | 2026-06-30 | → |
| 105 | DIAMOND CLIENT GROUP, LLC | 310570 | 19 | $185.8M | 11 | 2026-03-31 | → |
| 106 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | 18 | $8.01B | 45 | 2026-06-30 | → |
| 107 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | 18 | $4.20B | 9 | 2026-03-31 | → |
| 108 | CLOCKTOWER GROUP, L.P. | 158142 | 18 | $2.28B | 28 | 2026-05-31 | → |
| 109 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | 17 | $68.22B | 408 | 2026-03-31 | → |
| 110 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | 17 | $13.88B | 200 | 2026-03-31 | → |
| 111 | ST. JAMES INVESTMENT COMPANY, LLC | 124777 | 17 | $660.6M | 6 | 2026-03-31 | → |
| 112 | FIAM LLC | 133196 | 16 | $347.73B | 196 | 2026-03-31 | → |
| 113 | NINETY ONE NORTH AMERICA, INC. | 167922 | 16 | $41.47B | 68 | 2026-06-30 | → |
| 114 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | 16 | $10.81B | 23 | 2026-03-31 | → |
| 115 | ADVISOR LOGISTICS, LLC | 292784 | 16 | $6.29B | 6 | 2026-03-31 | → |
| 116 | TODD ASSET MANAGEMENT LLC | 109473 | 16 | $6.18B | 18 | 2026-03-31 | → |
| 117 | SHEETS SMITH WEALTH MANAGEMENT | 105710 | 16 | $1.37B | 15 | 2026-03-31 | → |
| 118 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | 15 | $267.16B | 262 | 2026-04-30 | → |
| 119 | HORTER INVESTMENT MANAGEMENT, LLC | 119880 | 15 | $314.5M | 43 | 2026-04-30 | → |
| 120 | WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY | 279034 | 15 | $121.3M | 3 | 2026-06-30 | → |
| 121 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | 14 | $178.01B | 471 | 2026-04-30 | → |
| 122 | ALPS ADVISORS, INC. | 134340 | 14 | $38.83B | 73 | 2026-03-31 | → |
| 123 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | 14 | $24.79B | 422 | 2026-03-31 | → |
| 124 | SEVEN BRIDGES ADVISORS LLC | 158722 | 14 | $4.61B | 23 | 2026-06-30 | → |
| 125 | CALYDON CAPITAL, LLC | 285485 | 14 | $3.58B | 8 | 2026-04-30 | → |
| 126 | DEARBORN PARTNERS L.L.C. | 108147 | 14 | $2.74B | 24 | 2026-03-31 | → |
| 127 | VERITY ASSET MANAGEMENT, INC. | 158667 | 14 | $1.15B | 77 | 2026-06-30 | → |
| 128 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | 13 | $8.69B | 143 | 2026-06-30 | → |
| 129 | SEEDS INVESTOR LLC | 308909 | 13 | $1.00B | 25 | 2026-06-30 | → |
| 130 | ALLEGIANT REAL ESTATE CAPITAL, LP | 285525 | 13 | $326.0M | 2 | 2025-10-31 | → |
| 131 | FOCUS PARTNERS WEALTH, LLC | 159289 | 12 | $181.86B | 1,915 | 2026-04-30 | → |
| 132 | HARBOR CAPITAL ADVISORS, INC. | 113042 | 12 | $67.64B | 240 | 2026-03-31 | → |
| 133 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | 12 | $30.48B | 193 | 2026-03-31 | → |
| 134 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | 12 | $6.34B | 24 | 2026-06-30 | → |
| 135 | ADVISOR OS LLC | 287792 | 12 | $5.09B | 2 | 2026-03-31 | → |
| 136 | BLUEPRINT INVESTMENT PARTNERS LLC | 170196 | 12 | $1.87B | 9 | 2026-04-30 | → |
| 137 | MATRIX ASSET ADVISORS INC | 107408 | 12 | $1.40B | 12 | 2026-03-31 | → |
| 138 | 1543 CAPITAL LP | 305398 | 12 | $1.04B | 8 | 2026-04-30 | → |
| 139 | MARTIN INVESTMENT MANAGEMENT, LLC | 105381 | 12 | $888.1M | 12 | 2026-04-30 | → |
| 140 | MADER & SHANNON WEALTH MANAGEMENT, INC. | 123741 | 12 | $269.4M | 10 | 2026-02-28 | → |
| 141 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | 11 | $702.25B | 670 | 2026-06-30 | → |
| 142 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | 11 | $470.54B | 950 | 2026-06-30 | → |
| 143 | FISHER ASSET MANAGEMENT, LLC | 107342 | 11 | $386.67B | 4,369 | 2026-04-30 | → |
| 144 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | 11 | $68.60B | 569 | 2026-04-30 | → |
| 145 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | 11 | $25.84B | 165 | 2025-12-31 | → |
| 146 | CARRICK LANE LLC | 309148 | 11 | $3.03B | 6 | 2026-03-31 | → |
| 147 | PITON INVESTMENT MANAGEMENT, LP | 282517 | 11 | $927.9M | 9 | 2026-04-30 | → |
| 148 | QUARTZ PARTNERS, LLC | 174327 | 11 | $611.9M | 26 | 2026-06-30 | → |
| 149 | AURORA INVESTMENT COUNSEL | 107460 | 11 | $252.7M | 3 | 2026-03-31 | → |
| 150 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | 10 | $81.09B | 569 | 2026-03-31 | → |
| 151 | STERLING CAPITAL MANAGEMENT LLC | 135405 | 10 | $69.23B | 186 | 2026-03-31 | → |
| 152 | PINESTONE ASSET MANAGEMENT INC. | 317431 | 10 | $54.13B | 46 | 2026-03-31 | → |
| 153 | CIFC ASSET MANAGEMENT LLC | 159172 | 10 | $44.58B | 200 | 2026-05-31 | → |
| 154 | AKSIA LLC | 143422 | 10 | $35.20B | 177 | 2026-06-30 | → |
| 155 | ARIN RISK ADVISORS LLC | 151491 | 10 | $10.19B | 11 | 2026-03-31 | → |
| 156 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | 10 | $9.80B | 46 | 2025-09-30 | → |
| 157 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 122020 | 10 | $6.17B | 20 | 2026-03-31 | → |
| 158 | FOYSTON, GORDON & PAYNE INC. | 121591 | 10 | $5.96B | 46 | 2026-05-31 | → |
| 159 | HORIZON INVESTMENT SERVICES, LLC. | 110642 | 10 | $363.8M | 14 | 2026-05-31 | → |
| 160 | CONVEXITAS, LLC | 315145 | 10 | $151.3M | 4 | 2026-03-31 | → |
| 161 | FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC | 314171 | 10 | $147.7M | 7 | 2026-05-31 | → |
| 162 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | 9 | $1.60T | 7,987 | 2026-06-30 | → |
| 163 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | 9 | $398.65B | 1,542 | 2026-03-31 | → |
| 164 | JANUS HENDERSON INVESTORS US LLC | 104652 | 9 | $380.43B | 1,013 | 2026-06-30 | → |
| 165 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | 9 | $97.98B | 312 | 2026-05-31 | → |
| 166 | PGIM LIMITED | 160005 | 9 | $76.45B | 299 | 2026-03-31 | → |
| 167 | CANSO INVESTMENT COUNSEL LTD. | 336447 | 9 | $44.36B | 65 | 2025-09-30 | → |
| 168 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | 9 | $36.93B | 64 | 2026-03-31 | → |
| 169 | ADDENDA CAPITAL INC. | 137034 | 9 | $29.02B | 163 | 2026-03-31 | → |
| 170 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | 9 | $19.19B | 85 | 2026-06-30 | → |
| 171 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | 9 | $14.15B | 105 | 2026-03-31 | → |
| 172 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | 9 | $12.24B | 53 | 2026-03-31 | → |
| 173 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | 9 | $9.95B | 18 | 2026-03-31 | → |
| 174 | NS PARTNERS LTD | 110625 | 9 | $5.86B | 21 | 2026-06-30 | → |
| 175 | SCHARF INVESTMENTS, LLC | 105508 | 9 | $4.21B | 23 | 2026-03-31 | → |
| 176 | ARIS INVESTING LLC | 325320 | 9 | $3.31B | 32 | 2026-06-30 | → |
| 177 | ALLOCATE MANAGEMENT COMPANY, LLC | 316814 | 9 | $3.00B | 16 | 2026-03-31 | → |
| 178 | GOLDENX COMPANY | 326730 | 9 | $1.32B | 11 | 2026-03-31 | → |
| 179 | FWL INVESTMENT MANAGEMENT, LLC | 174119 | 9 | $1.24B | 7 | 2026-03-31 | → |
| 180 | CONCORD WEALTH PARTNERS | 118643 | 9 | $1.07B | 20 | 2026-03-31 | → |
| 181 | ALIGN IMPACT, LLC | 176516 | 9 | $715.4M | 20 | 2026-04-30 | → |
| 182 | LUNT CAPITAL MANAGEMENT INC. | 125183 | 9 | $601.5M | 7 | 2026-03-31 | → |
| 183 | FINANCIAL & TAX ARCHITECTS, LLC | 119169 | 9 | $506.2M | 71 | 2026-06-30 | → |
| 184 | DESERT ROSE CAPITAL MANAGEMENT, INC. | 154331 | 9 | $192.1M | 22 | 2026-03-31 | → |
| 185 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | 8 | $718.48B | 3,564 | 2026-05-31 | → |
| 186 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | 8 | $621.02B | 611 | 2026-05-31 | → |
| 187 | APERIO GROUP, LLC | 111616 | 8 | $152.13B | 208 | 2026-04-30 | → |
| 188 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | 8 | $150.40B | 254 | 2026-03-31 | → |
| 189 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | 8 | $82.99B | 99 | 2026-03-31 | → |
| 190 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | 8 | $24.86B | 41 | 2026-03-31 | → |
| 191 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | 8 | $23.28B | 155 | 2025-09-30 | → |
| 192 | ROYCE & ASSOCIATES, LP | 107689 | 8 | $12.41B | 89 | 2026-02-28 | → |
| 193 | IMPAX ASSET MANAGEMENT LLC | 114335 | 8 | $8.94B | 93 | 2025-12-31 | → |
| 194 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | 8 | $7.25B | 53 | 2026-03-31 | → |
| 195 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | 8 | $4.97B | 45 | 2026-06-30 | → |
| 196 | QUAD INVESTMENT MANAGEMENT CORP. | 331606 | 8 | $2.62B | 45 | 2026-03-31 | → |
| 197 | ROOSEVELT CAPITAL MANAGEMENT LLC | 283217 | 8 | $1.37B | 2 | 2026-03-31 | → |
| 198 | LAVACA CAPITAL, LLC | 167238 | 8 | $927.1M | 4 | 2026-03-31 | → |
| 199 | ELEMENT WEALTH, LLC | 114968 | 8 | $743.7M | 15 | 2026-03-31 | → |
| 200 | ELDRED ROCK PARTNERS, LLC | 316401 | 8 | $644.1M | 10 | 2026-05-31 | → |
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