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 | |
|---|---|---|---|---|---|---|---|
| 601 | PALOGIC VALUE MANAGEMENT, L.P. | 155133 | 1 | $405.5M | 5 | 2026-06-30 | → |
| 602 | ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. | 158511 | 1 | $405.4M | 18 | 2026-03-31 | → |
| 603 | ESSENTIAL PARTNERS LLC | 315959 | 1 | $401.1M | 2 | 2026-03-31 | → |
| 604 | INDIA CAPITAL LLC | 309034 | 1 | $365.3M | 1 | 2026-03-31 | → |
| 605 | LION CAPITAL (AMERICAS) INC. | 160574 | 1 | $361.6M | 1 | 2025-05-31 | → |
| 606 | PURSELL MANAGEMENT CO. LLC | 302011 | 1 | $354.0M | 4 | 2026-03-31 | → |
| 607 | CAP SIX ADVISORS LLC | 325164 | 1 | $340.8M | 5 | 2026-03-31 | → |
| 608 | CONGRUENCE CAPITAL, LLC | 328559 | 1 | $333.5M | 4 | 2026-04-30 | → |
| 609 | TWIN SECURITIES, INC. | 158318 | 1 | $317.7M | 5 | 2026-03-31 | → |
| 610 | ALETHEA CAPITAL MANAGEMENT, LLC | 156500 | 1 | $302.6M | 4 | 2026-03-31 | → |
| 611 | OSMOSIS INVESTMENT MANAGEMENT US LLC | 283049 | 1 | $298.9M | 39 | 2026-05-31 | → |
| 612 | DELTROIT ASSET MANAGEMENT (US) LLC | 334438 | 1 | $294.6M | 1 | 2026-03-31 | → |
| 613 | HATCH COVE CAPITAL, LLC | 324472 | 1 | $291.5M | 4 | 2026-03-31 | → |
| 614 | TC43 LLC | 329373 | 1 | $290.1M | 11 | 2025-06-30 | → |
| 615 | HMS CAPITAL MANAGEMENT, LLC | 149764 | 1 | $281.9M | 8 | 2026-06-30 | → |
| 616 | HAZELVIEW SECURITIES (US) LLC | 174811 | 1 | $276.3M | 15 | 2026-03-31 | → |
| 617 | ROBERTSON INVESTMENT MANAGEMENT | 115425 | 1 | $273.1M | 8 | 2026-03-31 | → |
| 618 | CAMELOT PORTFOLIOS, LLC | 145918 | 1 | $272.2M | 7 | 2026-04-30 | → |
| 619 | TRIANGLE PEAK PARTNERS, LP | 147917 | 1 | $271.9M | 5 | 2026-05-31 | → |
| 620 | BAYPOINTE PARTNERS, LLC | 331273 | 1 | $270.5M | 4 | 2026-03-31 | → |
| 621 | LIVE OAK INVESTMENT PARTNERS, LLC | 304406 | 1 | $266.4M | 4 | 2026-06-30 | → |
| 622 | BERNZOTT CAPITAL ADVISORS | 104583 | 1 | $265.4M | 3 | 2026-04-30 | → |
| 623 | INCLINE GLOBAL MANAGEMENT, LLC | 162607 | 1 | $259.0M | 6 | 2026-03-31 | → |
| 624 | RICHARDSON FINANCIAL SERVICES INC. | 130715 | 1 | $256.1M | 6 | 2026-04-30 | → |
| 625 | MENDON CAPITAL ADVISORS CORP | 113058 | 1 | $253.8M | 4 | 2026-03-31 | → |
| 626 | BRIDGES CAPITAL LLC | 297718 | 1 | $251.6M | 1 | 2026-01-31 | → |
| 627 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC | 323718 | 1 | $242.8M | 17 | 2025-09-30 | → |
| 628 | MUNN WEALTH MANAGEMENT, LLC | 174414 | 1 | $242.3M | 10 | 2026-05-31 | → |
| 629 | PRENTICE CAPITAL MANAGEMENT, LP | 161178 | 1 | $228.4M | 6 | 2026-03-31 | → |
| 630 | CHAPMAN FINANCIAL GROUP, LLC | 168439 | 1 | $223.9M | 2 | 2026-03-31 | → |
| 631 | ARK WEALTH MANAGEMENT, LLC | 317264 | 1 | $216.0M | 2 | 2026-03-31 | → |
| 632 | ALPHA WEALTH FUNDS, LLC | 150231 | 1 | $214.1M | 11 | 2026-06-30 | → |
| 633 | 724 ASSET MANAGEMENT, LLC | 318169 | 1 | $213.4M | 2 | 2026-03-31 | → |
| 634 | LATTIS MANAGEMENT LP | 333629 | 1 | $210.7M | 11 | 2026-03-31 | → |
| 635 | PEARLSTONE ALTERNATIVE (UK) LLP | 324441 | 1 | $210.5M | 5 | 2026-06-30 | → |
| 636 | LONE PEAK PARTNERS MANAGEMENT LP | 156546 | 1 | $210.4M | 3 | 2026-03-31 | → |
| 637 | VOYAGER MANAGEMENT, LLC | 135434 | 1 | $208.6M | 3 | 2026-02-28 | → |
| 638 | FOLIOBEYOND, LLC | 298234 | 1 | $206.6M | 7 | 2026-03-31 | → |
| 639 | NEWPORT INVESTMENT ADVISORS INC | 113175 | 1 | $198.0M | 2 | 2026-04-30 | → |
| 640 | J2 CAPITAL MANAGEMENT, INC. | 152964 | 1 | $195.7M | 3 | 2026-02-28 | → |
| 641 | FULCRUM EQUITY MANAGEMENT, LLC | 159099 | 1 | $192.8M | 4 | 2026-06-30 | → |
| 642 | TIMBER POINT CAPITAL MANAGEMENT LLC | 307366 | 1 | $188.3M | 4 | 2026-03-31 | → |
| 643 | EQUITY ARMOR INVESTMENTS, LLC | 156327 | 1 | $184.3M | 3 | 2026-03-31 | → |
| 644 | ANGELUS INVESTMENT CONSULTING, INC. | 281413 | 1 | $184.1M | 2 | 2026-03-31 | → |
| 645 | RIHO PARTNERS, LLC | 289840 | 1 | $182.2M | 1 | 2026-03-31 | → |
| 646 | KELSEY FINANCIAL, LLC | 314950 | 1 | $176.2M | 8 | 2026-03-31 | → |
| 647 | GEA SPHERE, LLC | 152001 | 1 | $153.6M | 3 | 2026-03-31 | → |
| 648 | BALANZ ADVISORS LLC | 322263 | 1 | $152.6M | 11 | 2026-04-30 | → |
| 649 | PROVISION ASSET, LLC | 282183 | 1 | $150.7M | 6 | 2026-05-31 | → |
| 650 | SHOREPATH CAPITAL MANAGEMENT LLC | 286125 | 1 | $146.6M | 1 | 2025-02-28 | → |
| 651 | APPLIED FUNDAMENTAL RESEARCH, LLC | 167645 | 1 | $142.9M | 5 | 2026-04-30 | → |
| 652 | SEVERIN INVESTMENTS LLC | 166567 | 1 | $141.9M | 8 | 2026-03-31 | → |
| 653 | CLEAR SKY FINANCIAL, LP | 298551 | 1 | $140.6M | 3 | 2026-03-31 | → |
| 654 | WYNWOOD CAPITAL, LLC | 284493 | 1 | $138.7M | 1 | 2026-03-31 | → |
| 655 | HORIZON CAPITAL MANAGEMENT, LLC | 132113 | 1 | $136.2M | 1 | 2026-03-31 | → |
| 656 | V3LIMITED LLC | 169624 | 1 | $122.4M | 2 | 2026-03-31 | → |
| 657 | DELPHI MANAGEMENT INC | 106042 | 1 | $116.7M | 4 | 2026-03-31 | → |
| 658 | 33 CAPITAL MANAGEMENT LLC | 326780 | 1 | $112.7M | 11 | 2026-03-31 | → |
| 659 | SERVATUS CAPITAL, LLC | 311428 | 1 | $110.1M | 2 | 2026-03-31 | → |
| 660 | BLUE SKY ASSET MANAGEMENT, LLC | 167686 | 1 | $98.6M | 1 | 2026-03-31 | → |
| 661 | ASPIRE STRATEGIST PORTFOLIOS LLC | 327902 | 1 | $97.3M | 5 | 2026-03-31 | → |
| 662 | BURKE WEALTH MANAGEMENT, LLC | 305840 | 1 | $95.2M | 3 | 2026-04-30 | → |
| 663 | ARROW INVESTMENT MANAGEMENT, LLC | 334614 | 1 | $85.6M | 5 | 2026-03-31 | → |
| 664 | L&L PARTNERS WEALTH MANAGEMENT, LLC | 140077 | 1 | $81.8M | 2 | 2026-03-31 | → |
| 665 | HAWKS POINT CAPITAL PARTNERS LLC | 307006 | 1 | $61.4M | 3 | 2026-03-31 | → |
| 666 | PRINCETON VALUE PARTNERS LLC | 313153 | 1 | $57.4M | 2 | 2026-03-31 | → |
| 667 | MAZE INVESTMENTS, LLC | 153913 | 1 | $45.7M | 3 | 2026-06-30 | → |
| 668 | PRICAP ADVISORS LLC | 159614 | 1 | $41.5M | 2 | 2026-03-31 | → |
| 669 | MONTROSE ESTATE CAPITAL MANAGEMENT, LLC | 324497 | 1 | $40.0M | 1 | 2026-03-31 | → |
| 670 | FINIAT, LLC | 329094 | 1 | $25.6M | 7 | 2026-06-30 | → |
| 671 | EDLY ADVISORS LLC | 328677 | 1 | $19.8M | 2 | 2025-10-31 | → |
| 672 | ETF MODEL SOLUTIONS, LLC | 168410 | 1 | $18.1M | 14 | 2026-03-31 | → |
| 673 | OMEGA ADVISERS, LLC. | 291076 | 1 | $13.6M | 1 | 2026-06-30 | → |
| 674 | QUALIVIAN INVESTMENT PARTNERS LP | 291227 | 1 | $2.8M | 2 | 2026-04-30 | → |
| 675 | ELITE TAMP LLC | 327535 | 1 | $322,063 | 1 | 2026-06-30 | → |
| 676 | L & B REALTY ADVISORS, LLP | 136654 | 1 | $218,557 | 70 | 2026-03-31 | → |
| 677 | VANCE FUNDS LIMITED | 325698 | 1 | $109,345 | 1 | 2025-03-31 | → |
| 678 | TENMA LIMITED I, LLC | 299563 | 1 | $109,345 | 1 | 2025-03-31 | → |
| 679 | COINEDLY LLC | 343023 | 1 | $0 | 1 | 2026-06-30 | → |
| 680 | OPTOS REAL ESTATE CREDIT, LLC | 343298 | 1 | $0 | 8 | 2026-06-30 | → |
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