Research Report · 2026-06-30
Top Registered Investment Advisers for Charities and Nonprofits
SEC-registered investment advisers ranked by reported assets from charitable organization clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$79.11T
Median AUM
$7.79B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Charitable Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | ALPHA INVESTMENT CONSULTING GROUP, LLC | 139721 | $142.0M | $713.6M | 8 | 2026-03-31 | → |
| 902 | CAIUS CAPITAL US LP | 322911 | $141.9M | $1.75B | 2 | 2026-03-31 | → |
| 903 | SOUTHSTATE ADVISORY, INC. | 153113 | $141.5M | $3.78B | 22 | 2025-06-30 | → |
| 904 | TEAM HEWINS, LLC | 291194 | $141.0M | $3.97B | 29 | 2026-04-30 | → |
| 905 | ARVEST INVESTMENTS, INC. | 42057 | $140.6M | $3.44B | 238 | 2026-03-31 | → |
| 906 | NEVILLE, RODIE & SHAW INC | 104969 | $140.1M | $2.00B | 13 | 2026-01-31 | → |
| 907 | MARCHANT MC LIMITED | 335094 | $140.0M | $705.1M | 4 | 2026-06-30 | → |
| 908 | CONWAY INVESTMENT RESEARCH, LLC | 154659 | $140.0M | $1.67B | 20 | 2026-03-31 | → |
| 909 | MERITAGE PORTFOLIO MANAGEMENT, INC. | 107177 | $139.3M | $2.42B | 18 | 2026-02-28 | → |
| 910 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | $139.3M | $8.87B | 154 | 2026-04-30 | → |
| 911 | FIRST HORIZON ADVISORS, INC | 17117 | $139.2M | $13.62B | 239 | 2025-07-31 | → |
| 912 | WEATHERBIE CAPITAL, LLC | 105991 | $139.2M | $1.34B | 7 | 2026-06-30 | → |
| 913 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 174809 | $139.1M | $2.69B | 21 | 2026-03-31 | → |
| 914 | COLONY FAMILY OFFICES, LLC | 167017 | $139.0M | $3.36B | 16 | 2026-02-28 | → |
| 915 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 105515 | $138.0M | $4.20B | 52 | 2026-03-31 | → |
| 916 | MACD ADVISORS LLC | 171905 | $137.2M | $1.03B | 1 | 2026-03-31 | → |
| 917 | CV ADVISORS LLC | 164817 | $136.6M | $15.08B | 82 | 2026-04-30 | → |
| 918 | LANDMARK MANAGEMENT, LLC | 157511 | $136.5M | $6.29B | 30 | 2026-03-31 | → |
| 919 | JEFFERSON BRIDGE CAPITAL, LLC | 325636 | $136.3M | $146.2M | 3 | 2026-01-31 | → |
| 920 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | $136.3M | $5.31B | 12 | 2025-11-30 | → |
| 921 | NORRIS PERNE & FRENCH LLP | 104683 | $136.2M | $2.69B | 18 | 2026-03-31 | → |
| 922 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $136.0M | $11.27B | 42 | 2026-06-30 | → |
| 923 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | $135.9M | $2.58B | 19 | 2026-03-31 | → |
| 924 | PALISADE CAPITAL MANAGEMENT, LP | 104581 | $135.9M | $3.86B | 42 | 2026-05-31 | → |
| 925 | POST ADVISORY GROUP, LLC | 108860 | $134.5M | $13.03B | 49 | 2026-05-31 | → |
| 926 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $134.1M | $169.58B | 464 | 2026-06-30 | → |
| 927 | INGALLS & SNYDER LLC | 2288 | $134.0M | $7.83B | 92 | 2025-12-31 | → |
| 928 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | $133.8M | $3.30B | 17 | 2026-03-31 | → |
| 929 | OPAL WEALTH ADVISORS, LLC | 289759 | $133.6M | $1.24B | 20 | 2026-02-28 | → |
| 930 | LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | $133.2M | $3.40B | 36 | 2026-05-31 | → |
| 931 | SOUND SHORE MANAGEMENT INC | 112379 | $132.8M | $3.40B | 16 | 2026-04-30 | → |
| 932 | ROUNDVIEW CAPITAL, LLC | 148083 | $132.6M | $2.13B | 13 | 2026-05-31 | → |
| 933 | ADVUS FINANCIAL PARTNERS, LLC | 311990 | $132.2M | $3.97B | 16 | 2026-06-30 | → |
| 934 | COGENTBLUE WEALTH ADVISORS, LLC | 312899 | $132.0M | $606.0M | 5 | 2026-05-31 | → |
| 935 | CONNORS INVESTOR SERVICES INC | 106993 | $131.6M | $1.28B | 10 | 2026-03-31 | → |
| 936 | NORTH STAR ASSET MANAGEMENT INC | 106489 | $130.7M | $3.35B | 19 | 2026-05-31 | → |
| 937 | REBALANCE LLC | 158242 | $130.3M | $1.93B | 18 | 2026-05-31 | → |
| 938 | LVM CAPITAL MANAGEMENT LTD | 111039 | $130.1M | $1.31B | 15 | 2025-09-30 | → |
| 939 | GATE CITY CAPITAL MANAGEMENT, LLC | 289122 | $130.0M | $253.6M | 4 | 2026-03-31 | → |
| 940 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $129.2M | $88.80B | 217 | 2026-03-31 | → |
| 941 | EQUITAS CAPITAL ADVISORS,LLC | 124471 | $129.1M | $214.2M | 6 | 2026-03-31 | → |
| 942 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $128.8M | $172.62B | 79 | 2026-06-30 | → |
| 943 | GODWIN CAPITAL GROUP, LLC | 316592 | $128.7M | $1.13B | 6 | 2026-03-31 | → |
| 944 | CASTELLAN GROUP, LLC | 299363 | $128.6M | $882.2M | 8 | 2026-03-31 | → |
| 945 | SILVANT CAPITAL MANAGEMENT LLC | 146025 | $128.5M | $3.04B | 8 | 2026-03-31 | → |
| 946 | ADDINGTON FINANCIAL GROUP LLC | 114584 | $128.0M | $338.1M | 3 | 2026-03-31 | → |
| 947 | MARSICO CAPITAL MANAGEMENT, LLC | 109250 | $127.9M | $4.26B | 26 | 2026-05-31 | → |
| 948 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $127.9M | $484.10B | 1,403 | 2026-04-30 | → |
| 949 | PARSONS CAPITAL MANAGEMENT INC | 106295 | $127.8M | $2.38B | 22 | 2026-04-30 | → |
| 950 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $127.8M | $8.93B | 34 | 2026-04-30 | → |
| 951 | ARKOS GLOBAL ADVISORS, LLC | 287466 | $127.8M | $1.15B | 17 | 2026-05-31 | → |
| 952 | PORTER WHITE INVESTMENT ADVISORS, INC. | 110876 | $127.8M | $748.2M | 7 | 2026-04-30 | → |
| 953 | FTA ASSET MANAGEMENT, LLC | 332377 | $127.6M | $1.01B | 13 | 2026-03-31 | → |
| 954 | ADVISORY RESEARCH INC | 108254 | $127.6M | $991.3M | 14 | 2026-03-31 | → |
| 955 | MCINROY & WOOD LIMITED | 316199 | $127.3M | $2.46B | 72 | 2025-09-30 | → |
| 956 | EICHNER INVESTMENT PLANNING, LLC | 128215 | $127.0M | $692.1M | 1 | 2026-03-31 | → |
| 957 | PATTEN AND PATTEN, INC. | 105414 | $127.0M | $2.21B | 13 | 2026-03-31 | → |
| 958 | MOODY, LYNN, LIEBERSON & WALKER, LLC | 283549 | $126.9M | $2.41B | 14 | 2026-03-31 | → |
| 959 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | $126.7M | $9.57B | 174 | 2026-05-31 | → |
| 960 | OAKMONT CORPORATION | 112337 | $126.5M | $2.22B | 35 | 2026-03-31 | → |
| 961 | INVESTMENT OFFICE RESOURCES, LLC | 311647 | $126.5M | $126.5M | 11 | 2026-02-28 | → |
| 962 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $126.5M | $8.76B | 141 | 2026-03-31 | → |
| 963 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $126.1M | $14.15B | 105 | 2026-03-31 | → |
| 964 | LEATHERBACK INVESTMENTS LLC | 299608 | $125.9M | $169.6M | 3 | 2026-03-31 | → |
| 965 | SETANTA ASSET MANAGEMENT LTD | 281781 | $125.9M | $15.02B | 24 | 2025-03-31 | → |
| 966 | CLAYTON FINANCIAL SERVICES INC | 105898 | $125.8M | $909.8M | 14 | 2026-03-31 | → |
| 967 | INVESCO ADVISERS, INC. | 105360 | $125.6M | $749.52B | 2,804 | 2026-06-30 | → |
| 968 | CIGNA INVESTMENTS, INC. | 105811 | $125.4M | $25.76B | 108 | 2026-03-31 | → |
| 969 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $125.3M | $10.12B | 64 | 2026-03-31 | → |
| 970 | HARBOUR INVESTMENTS, INC. | 19258 | $125.3M | $9.60B | 232 | 2026-06-30 | → |
| 971 | FIRE CAPITAL MANAGEMENT, LLC | 299218 | $124.9M | $635.5M | 5 | 2026-03-31 | → |
| 972 | MARCO INVESTMENT MANAGEMENT LLC | 108170 | $124.7M | $1.77B | 10 | 2026-06-30 | → |
| 973 | KBI GLOBAL INVESTORS (NORTH AMERICA) LTD | 113606 | $124.4M | $1.66B | 57 | 2026-03-31 | → |
| 974 | SRH ADVISORS, LLC | 148479 | $124.3M | $3.15B | 9 | 2026-03-31 | → |
| 975 | ROSE GROVE CAPITAL MANAGEMENT, LLC | 156572 | $124.0M | $1.94B | 15 | 2026-03-31 | → |
| 976 | EMETH VALUE CAPITAL, LLC | 310696 | $123.9M | $193.7M | 1 | 2026-02-28 | → |
| 977 | GRANITE INVESTMENT PARTNERS, LLC | 150632 | $123.8M | $1.84B | 20 | 2026-03-31 | → |
| 978 | CAPITAL INVESTMENT SERVICES OF AMERICA INC | 110639 | $123.7M | $1.31B | 9 | 2025-12-31 | → |
| 979 | OLD ORCHARD CAPITAL MANAGEMENT LP | 170641 | $123.3M | $1.83B | 19 | 2026-03-31 | → |
| 980 | PIER CAPITAL, LLC | 131212 | $123.1M | $647.7M | 9 | 2026-03-31 | → |
| 981 | ASPEN CAPITAL MANAGEMENT | 119050 | $122.5M | $1.34B | 12 | 2026-02-28 | → |
| 982 | WENDELL DAVID ASSOCIATES INC | 106664 | $122.0M | $1.33B | 5 | 2026-03-31 | → |
| 983 | STANDARD INVESTMENTS LLC | 160843 | $121.8M | $5.22B | 37 | 2026-03-31 | → |
| 984 | BUCKLEY WEALTH MANAGEMENT, LLC | 285823 | $121.7M | $644.0M | 6 | 2026-03-31 | → |
| 985 | BALDWIN WEALTH PARTNERS, LLC | 105343 | $121.5M | $2.33B | 34 | 2026-06-30 | → |
| 986 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 105081 | $121.4M | $1.94B | 16 | 2026-03-31 | → |
| 987 | ORANGE INVESTMENT ADVISORS, INC. | 107387 | $121.2M | $1.67B | 18 | 2026-03-31 | → |
| 988 | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | 159499 | $120.7M | $3.62B | 22 | 2026-01-31 | → |
| 989 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | $120.2M | $6.30B | 69 | 2026-03-31 | → |
| 990 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | 108400 | $120.2M | $2.44B | 13 | 2026-02-28 | → |
| 991 | SELECT MONEY MANAGEMENT, INC. | 153256 | $120.0M | $1.80B | 8 | 2026-03-31 | → |
| 992 | ABNER HERRMAN & BROCK, LLC | 8517 | $119.7M | $2.74B | 13 | 2026-06-30 | → |
| 993 | CAPITAL ADVISORS GROUP, INC | 112000 | $119.6M | $23.03B | 33 | 2026-03-31 | → |
| 994 | ATALANTA SOSNOFF MANAGEMENT, LLC | 11085 | $119.2M | $3.91B | 37 | 2026-03-31 | → |
| 995 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | $119.2M | $5.49B | 42 | 2026-03-31 | → |
| 996 | GRAVES LIGHT LENHART WEALTH, INC. | 298283 | $119.0M | $1.23B | 11 | 2026-03-31 | → |
| 997 | CURTIS ADVISORY GROUP, LLC | 151695 | $118.9M | $573.7M | 3 | 2026-04-30 | → |
| 998 | SIGNATUREFD, LLC | 112758 | $118.8M | $9.68B | 130 | 2026-03-31 | → |
| 999 | BIRMINGHAM CAPITAL MANAGEMENT CO INC | 108508 | $118.7M | $273.6M | 1 | 2026-03-31 | → |
| 1000 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | $118.6M | $8.76B | 118 | 2026-04-30 | → |
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