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 | |
|---|---|---|---|---|---|---|---|
| 201 | LIONHEART STRATEGIC MANAGEMENT, LLC | 314990 | 8 | $508.7M | 14 | 2026-03-31 | → |
| 202 | VICTORIA CAPITAL MANAGEMENT, INC. | 107665 | 8 | $305.5M | 3 | 2026-03-31 | → |
| 203 | PGIM, INC. | 105676 | 7 | $1.13T | 1,990 | 2026-04-30 | → |
| 204 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | 7 | $588.22B | 574 | 2026-03-31 | → |
| 205 | INSIGHT NORTH AMERICA LLC | 145995 | 7 | $171.09B | 238 | 2026-06-30 | → |
| 206 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | 7 | $144.00B | 1,583 | 2026-05-31 | → |
| 207 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | 7 | $80.97B | 365 | 2026-05-31 | → |
| 208 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | 7 | $59.16B | 88 | 2026-05-31 | → |
| 209 | THIRD POINT LLC | 137927 | 7 | $28.73B | 143 | 2026-05-31 | → |
| 210 | MAGNETAR FINANCIAL LLC | 136045 | 7 | $26.23B | 198 | 2026-03-31 | → |
| 211 | CW ADVISORS, LLC | 310873 | 7 | $15.22B | 152 | 2026-05-31 | → |
| 212 | CALLAN FAMILY OFFICE, LLC | 317446 | 7 | $10.21B | 49 | 2026-03-31 | → |
| 213 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | 7 | $9.89B | 44 | 2026-06-30 | → |
| 214 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | 7 | $8.88B | 72 | 2026-03-31 | → |
| 215 | ONE CAPITAL MANAGEMENT, LLC | 114861 | 7 | $8.53B | 103 | 2026-06-30 | → |
| 216 | SKYVIEW INVESTMENT ADVISORS, LLC | 286353 | 7 | $8.32B | 21 | 2026-03-31 | → |
| 217 | LMCG INVESTMENTS, LLC | 149936 | 7 | $6.83B | 46 | 2026-04-30 | → |
| 218 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | 7 | $5.02B | 43 | 2026-05-31 | → |
| 219 | DUNDAS PARTNERS LLP | 197522 | 7 | $2.36B | 14 | 2026-06-30 | → |
| 220 | ANFIELD CAPITAL MANAGEMENT, LLC | 165211 | 7 | $2.16B | 10 | 2026-03-31 | → |
| 221 | 8 KNOTS MANAGEMENT, LLC | 305473 | 7 | $2.03B | 3 | 2026-03-31 | → |
| 222 | SEELAUS ASSET MANAGEMENT, LLC | 149582 | 7 | $1.70B | 29 | 2026-03-31 | → |
| 223 | PRIVATE CAPITAL MANAGEMENT, LLC | 169172 | 7 | $1.44B | 21 | 2026-03-31 | → |
| 224 | OBSIDIAN CIO, LLC | 289000 | 7 | $1.28B | 6 | 2026-06-30 | → |
| 225 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 304290 | 7 | $1.05B | 20 | 2026-03-31 | → |
| 226 | RIVERWATER PARTNERS LLC | 283540 | 7 | $660.9M | 11 | 2026-06-30 | → |
| 227 | HIXON ZUERCHER, LLC | 123465 | 7 | $487.7M | 11 | 2026-04-30 | → |
| 228 | BIRCH RUN INVESTMENTS, LLC | 285285 | 7 | $457.5M | 5 | 2026-03-31 | → |
| 229 | PERRY CAPITAL PARTNERS LLC | 312808 | 7 | $450.0M | 1 | 2025-03-31 | → |
| 230 | BERNARDI ASSET MANAGEMENT, LLC | 120110 | 7 | $331.0M | 22 | 2025-11-30 | → |
| 231 | MCALVANY WEALTH MANAGEMENT, LLC | 146021 | 7 | $224.2M | 5 | 2026-03-31 | → |
| 232 | ALPHA DNA INVESTMENT MANAGEMENT LLC | 288198 | 7 | $194.7M | 4 | 2026-03-31 | → |
| 233 | LION CAPITAL ADVISORS LLC | 305440 | 7 | $94.8M | 3 | 2026-03-31 | → |
| 234 | SAXON SECURITIES LLC | 155168 | 7 | $94.6M | 2 | 2026-03-31 | → |
| 235 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | 6 | $162.89B | 45 | 2026-03-31 | → |
| 236 | MARINER, LLC | 140195 | 6 | $125.41B | 1,889 | 2026-03-31 | → |
| 237 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | 6 | $54.45B | 219 | 2026-03-31 | → |
| 238 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | 6 | $20.76B | 164 | 2026-06-30 | → |
| 239 | ARIEL INVESTMENTS, LLC | 108211 | 6 | $12.78B | 109 | 2026-04-30 | → |
| 240 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | 6 | $10.24B | 73 | 2026-03-31 | → |
| 241 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | 6 | $7.51B | 69 | 2026-04-30 | → |
| 242 | VULCAN VALUE PARTNERS LLC | 151190 | 6 | $6.08B | 38 | 2026-05-31 | → |
| 243 | ENERGY INCOME PARTNERS LLC | 140799 | 6 | $6.06B | 21 | 2026-05-31 | → |
| 244 | PROFICIO CAPITAL PARTNERS LLC | 269931 | 6 | $5.27B | 23 | 2026-04-30 | → |
| 245 | APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 226755 | 6 | $4.44B | 3 | 2026-03-31 | → |
| 246 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | 6 | $4.40B | 12 | 2026-03-31 | → |
| 247 | EMERALD INVESTMENT ADVISERS, LLC | 338769 | 6 | $2.26B | 12 | 2026-01-31 | → |
| 248 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | 6 | $1.67B | 24 | 2026-05-31 | → |
| 249 | POPLAR FOREST CAPITAL LLC | 145250 | 6 | $1.28B | 10 | 2025-03-31 | → |
| 250 | SLOW CAPITAL, INC. | 286688 | 6 | $953.3M | 4 | 2026-02-28 | → |
| 251 | PVG ASSET MANAGEMENT CORP | 105541 | 6 | $624.9M | 9 | 2026-05-31 | → |
| 252 | EQ WEALTH ADVISORS, LLC | 322294 | 6 | $617.0M | 6 | 2026-03-31 | → |
| 253 | WEALTHSPRING CAPITAL LLC | 301040 | 6 | $515.0M | 5 | 2026-06-30 | → |
| 254 | STANCE CAPITAL LLC | 284267 | 6 | $354.2M | 5 | 2026-04-30 | → |
| 255 | SMITH W B & CO INC | 105917 | 6 | $323.6M | 1 | 2026-03-31 | → |
| 256 | GLOBAL VALUE INVESTMENT CORPORATION | 144260 | 6 | $225.6M | 11 | 2026-03-31 | → |
| 257 | WEALTHTRUST ASSET MANAGEMENT, LLC | 174901 | 6 | $217.4M | 7 | 2026-03-31 | → |
| 258 | SOLUTIONS 4 WEALTH, LTD | 143248 | 6 | $189.4M | 5 | 2026-03-31 | → |
| 259 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 5 | $3.67T | 1,968 | 2026-05-31 | → |
| 260 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | 5 | $174.54B | 222 | 2026-06-30 | → |
| 261 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | 5 | $121.05B | 419 | 2026-06-30 | → |
| 262 | AXA INVESTMENT MANAGERS US INC | 113608 | 5 | $79.24B | 167 | 2026-03-31 | → |
| 263 | FULCRUM ASSET MANAGEMENT LLP | 137661 | 5 | $69.09B | 101 | 2026-03-31 | → |
| 264 | WALTER SCOTT & PARTNERS LIMITED | 112161 | 5 | $66.67B | 162 | 2026-03-31 | → |
| 265 | SELECT EQUITY GROUP, L.P. | 168496 | 5 | $36.38B | 171 | 2026-03-31 | → |
| 266 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | 5 | $29.29B | 32 | 2026-03-31 | → |
| 267 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | 5 | $28.01B | 70 | 2026-04-30 | → |
| 268 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | 5 | $24.65B | 289 | 2026-06-30 | → |
| 269 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | 5 | $15.46B | 118 | 2026-05-31 | → |
| 270 | STONEBRIDGE ADVISORS LLC | 134017 | 5 | $11.83B | 15 | 2026-03-31 | → |
| 271 | TEMPLETON INVESTMENT COUNSEL, LLC | 111370 | 5 | $4.61B | 31 | 2026-06-30 | → |
| 272 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | 137342 | 5 | $4.23B | 35 | 2026-03-31 | → |
| 273 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | 5 | $3.44B | 13 | 2026-03-31 | → |
| 274 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | 5 | $2.65B | 15 | 2026-03-31 | → |
| 275 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 157423 | 5 | $2.50B | 150 | 2026-05-31 | → |
| 276 | MANITOU INVESTMENT MANAGEMENT LTD. | 319213 | 5 | $2.42B | 21 | 2026-03-31 | → |
| 277 | CC MANAGEMENT GP, LLC | 168693 | 5 | $1.39B | 17 | 2026-03-31 | → |
| 278 | COLUMBUS MACRO, LLC | 286374 | 5 | $970.3M | 7 | 2026-02-28 | → |
| 279 | FLC CAPITAL ADVISORS | 111822 | 5 | $822.2M | 9 | 2026-04-30 | → |
| 280 | CAPITAL INNOVATIONS, LLC | 145329 | 5 | $806.7M | 4 | 2026-03-31 | → |
| 281 | INNOVATIVE PORTFOLIOS LLC | 281382 | 5 | $784.6M | 14 | 2025-03-31 | → |
| 282 | MISSION CREEK CAPITAL PARTNERS, INC. | 151514 | 5 | $741.6M | 14 | 2026-03-31 | → |
| 283 | NAPIER FINANCIAL, LLC | 336725 | 5 | $550.1M | 13 | 2026-02-28 | → |
| 284 | ST. JAMES INVESTMENT ADVISORS, LLC | 283880 | 5 | $511.5M | 7 | 2026-02-28 | → |
| 285 | SOLOMON API LLC | 159471 | 5 | $389.0M | 3 | 2026-06-30 | → |
| 286 | THOMPSON CAPITAL MANAGEMENT, LLC | 300993 | 5 | $200.1M | 3 | 2026-02-28 | → |
| 287 | AI ALPHA LLC | 334908 | 5 | $200.0M | 3 | 2026-04-30 | → |
| 288 | GREENSHIELDS CAPITAL LLC | 284814 | 5 | $192.5M | 2 | 2026-03-31 | → |
| 289 | PARAGON INVESTING, LLC | 310897 | 5 | $138.2M | 3 | 2026-05-31 | → |
| 290 | PROSPERO WEALTH, LLC | 289966 | 5 | $110.6M | 8 | 2026-03-31 | → |
| 291 | CORIENT PRIVATE WEALTH LLC | 319448 | 4 | $165.25B | 1,537 | 2026-03-31 | → |
| 292 | NB ALTERNATIVES ADVISERS LLC | 149822 | 4 | $160.24B | 417 | 2026-03-31 | → |
| 293 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | 4 | $149.48B | 309 | 2026-06-30 | → |
| 294 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | 4 | $82.55B | 300 | 2026-03-31 | → |
| 295 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | 4 | $81.44B | 164 | 2026-03-31 | → |
| 296 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | 4 | $46.06B | 250 | 2026-06-30 | → |
| 297 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | 4 | $29.73B | 86 | 2026-03-31 | → |
| 298 | NEW HOLLAND CAPITAL, LLC | 160211 | 4 | $23.32B | 32 | 2026-06-30 | → |
| 299 | STEPSTONE GROUP REAL ESTATE LP | 281698 | 4 | $17.21B | 117 | 2026-06-30 | → |
| 300 | SETANTA ASSET MANAGEMENT LTD | 281781 | 4 | $15.02B | 24 | 2025-03-31 | → |
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