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 | |
|---|---|---|---|---|---|---|---|
| 701 | MCDONALD CAPITAL INVESTORS INC | 105562 | $224.1M | $1.86B | 5 | 2026-03-31 | → |
| 702 | EQUINUM, LLC | 304350 | $224.1M | $566.0M | 5 | 2026-04-30 | → |
| 703 | FIDUCIARY WEALTH PARTNERS, LLC | 160696 | $222.5M | $1.54B | 10 | 2026-03-31 | → |
| 704 | BROWNSON, REHMUS & FOXWORTH, INC. | 110608 | $221.8M | $4.79B | 26 | 2026-03-31 | → |
| 705 | EAGLE ROCK INVESTMENT COMPANY, LLC | 313832 | $221.3M | $786.7M | 4 | 2026-02-28 | → |
| 706 | CAPITAL WEALTH PLANNING, LLC | 150764 | $221.2M | $17.25B | 30 | 2026-03-31 | → |
| 707 | LMCG INVESTMENTS, LLC | 149936 | $220.7M | $6.83B | 46 | 2026-04-30 | → |
| 708 | TROY ASSET MANAGEMENT LTD | 319174 | $220.5M | $14.80B | 43 | 2025-06-30 | → |
| 709 | CREWE ADVISORS LLC | 173920 | $219.9M | $3.05B | 32 | 2026-04-30 | → |
| 710 | HOLOWESKO PARTNERS LTD. | 155703 | $218.8M | $904.1M | 13 | 2026-03-31 | → |
| 711 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $218.7M | $28.64B | 35 | 2026-03-31 | → |
| 712 | SOLUM PARTNERS LP | 310213 | $218.3M | $1.75B | 24 | 2026-06-30 | → |
| 713 | VENTURI WEALTH MANAGEMENT, LLC | 169576 | $218.3M | $3.58B | 38 | 2026-03-31 | → |
| 714 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $218.1M | $15.52B | 97 | 2026-03-31 | → |
| 715 | LYGH CAPITAL PTE. LTD. | 321637 | $217.9M | $716.6M | 7 | 2026-03-31 | → |
| 716 | DAYMARK WEALTH PARTNERS, LLC | 320878 | $216.8M | $5.04B | 40 | 2026-02-28 | → |
| 717 | PROVIDENCE FINANCIAL ADVISORS, LLC | 124839 | $216.6M | $428.1M | 5 | 2026-02-28 | → |
| 718 | COVINGTON INVESTMENT ADVISORS, INC. | 127270 | $216.4M | $885.9M | 8 | 2026-02-28 | → |
| 719 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $215.9M | $9.89B | 44 | 2026-06-30 | → |
| 720 | MARK ASSET MANAGEMENT LP | 105691 | $215.2M | $1.14B | 9 | 2026-04-30 | → |
| 721 | METROPOLIS CAPITAL LIMITED | 291699 | $214.4M | $5.07B | 14 | 2026-02-28 | → |
| 722 | ARCUS CAPITAL PARTNERS, LLC | 147346 | $213.3M | $2.51B | 15 | 2026-03-31 | → |
| 723 | SEIZERT CAPITAL PARTNERS, LLC | 108954 | $212.6M | $2.48B | 17 | 2026-02-28 | → |
| 724 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 150529 | $212.6M | $1.17B | 20 | 2026-03-31 | → |
| 725 | SVB WEALTH LLC | 172832 | $212.5M | $3.10B | 73 | 2026-03-31 | → |
| 726 | SORENSON IMPACT ADVISORY, LLC | 324124 | $211.9M | $255.1M | 5 | 2026-03-31 | → |
| 727 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $211.3M | $30.79B | 87 | 2026-03-31 | → |
| 728 | LYRICAL ASSET MANAGEMENT LP | 148267 | $210.1M | $7.37B | 30 | 2026-03-31 | → |
| 729 | SEGAL ADVISORS, INC. | 114687 | $209.6M | $50.15B | 112 | 2026-03-31 | → |
| 730 | PITTENGER & ANDERSON INC | 111033 | $209.0M | $3.03B | 14 | 2026-01-31 | → |
| 731 | THE HOERNER PLANNING GROUP, LLC | 139464 | $208.8M | $1.65B | 8 | 2026-03-31 | → |
| 732 | AMERICAN CAPITAL MANAGEMENT INC | 110861 | $208.8M | $2.11B | 15 | 2026-06-30 | → |
| 733 | BERKSHIRE ASSET MANAGEMENT, LLC | 145463 | $206.4M | $2.79B | 11 | 2026-03-31 | → |
| 734 | CWC ADVISORS, LLC | 127739 | $206.3M | $445.3M | 9 | 2026-04-30 | → |
| 735 | TWEEDY, BROWNE COMPANY LLC | 6857 | $206.0M | $7.13B | 39 | 2026-06-30 | → |
| 736 | BIRCH HILL INVESTMENT ADVISORS LLC | 143750 | $205.8M | $2.95B | 19 | 2026-02-28 | → |
| 737 | PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. | 115220 | $205.5M | $1.30B | 6 | 2026-03-31 | → |
| 738 | ATOMIC INVEST LLC | 313255 | $205.2M | $319.5M | 21 | 2026-04-30 | → |
| 739 | CAPITAL COUNSEL LLC | 109001 | $204.6M | $2.87B | 13 | 2026-03-31 | → |
| 740 | FULCRUM CAPITAL, LLC | 145322 | $203.4M | $1.08B | 13 | 2026-03-31 | → |
| 741 | AMERICAN TRUST INVESTMENT ADVISORS, LLC | 114439 | $203.2M | $303.5M | 4 | 2026-03-31 | → |
| 742 | LEE DANNER & BASS INC | 111002 | $201.9M | $1.98B | 11 | 2026-06-30 | → |
| 743 | WEALTHFRONT ADVISERS LLC | 148456 | $201.3M | $47.73B | 432 | 2026-05-31 | → |
| 744 | MERIT FINANCIAL GROUP, LLC | 142457 | $201.1M | $23.88B | 470 | 2026-06-30 | → |
| 745 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | $200.7M | $8.44B | 37 | 2026-03-31 | → |
| 746 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | $200.5M | $7.47B | 73 | 2026-03-31 | → |
| 747 | NEWEDGE ADVISORS, LLC | 171351 | $200.2M | $43.21B | 1,073 | 2026-06-30 | → |
| 748 | CURI CAPITAL, LLC | 134249 | $200.2M | $11.58B | 180 | 2026-03-31 | → |
| 749 | BESPOKE ADVISORY LLC | 323909 | $200.1M | $284.0M | 9 | 2026-04-30 | → |
| 750 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | $199.9M | $11.42B | 40 | 2026-03-31 | → |
| 751 | ANCHOR CAPITAL ADVISORS LLC | 105540 | $199.6M | $2.37B | 42 | 2026-03-31 | → |
| 752 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | $198.7M | $15.54B | 204 | 2026-04-30 | → |
| 753 | LONE PEAK GLOBAL INVESTORS, LLC | 153956 | $198.5M | $598.4M | 10 | 2026-03-31 | → |
| 754 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $198.5M | $44.36B | 65 | 2025-09-30 | → |
| 755 | CEDERBERG CAPITAL LIMITED | 297836 | $196.7M | $684.6M | 6 | 2026-06-30 | → |
| 756 | CEDERBERG CAPITAL ASIA LIMITED | 328093 | $196.7M | $684.6M | 5 | 2026-06-30 | → |
| 757 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | 111179 | $196.4M | $3.33B | 27 | 2026-03-31 | → |
| 758 | PARADIGM GLOBAL INVESTORS, LLC | 338287 | $195.7M | $3.03B | 4 | 2026-03-31 | → |
| 759 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $195.5M | $8.82B | 58 | 2026-03-31 | → |
| 760 | WELL DONE, LLC | 173736 | $195.0M | $2.00B | 26 | 2026-03-31 | → |
| 761 | RIVERBRIDGE PARTNERS LLC | 108074 | $194.3M | $5.03B | 46 | 2026-03-31 | → |
| 762 | TREMBLANT CAPITAL LP | 138743 | $193.8M | $744.6M | 19 | 2026-03-31 | → |
| 763 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | $193.6M | $4.25B | 20 | 2026-03-31 | → |
| 764 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | $193.5M | $5.01B | 49 | 2025-03-31 | → |
| 765 | III CAPITAL MANAGEMENT | 113539 | $193.5M | $88.24B | 9 | 2026-05-31 | → |
| 766 | STOLPER & COMPANY | 6911 | $193.1M | $615.7M | 2 | 2026-01-31 | → |
| 767 | GLOBALT INVESTMENTS LLC | 328039 | $192.2M | $3.02B | 18 | 2026-04-30 | → |
| 768 | HS MANAGEMENT PARTNERS, LLC | 145480 | $191.0M | $469.9M | 9 | 2026-06-30 | → |
| 769 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | 108110 | $189.9M | $809.9M | 9 | 2026-03-31 | → |
| 770 | PARADIGM INSTITUTIONAL INVESTORS LLC | 329115 | $189.5M | $189.5M | 2 | 2025-05-31 | → |
| 771 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $189.0M | $9.75B | 123 | 2026-03-31 | → |
| 772 | INVESTRUST CONSULTING, LLC | 108037 | $187.9M | $588.2M | 10 | 2026-03-31 | → |
| 773 | MISSION WEALTH MANAGEMENT, LP | 113057 | $186.5M | $13.91B | 184 | 2026-04-30 | → |
| 774 | COMMERCE STREET INVESTMENT ADVISOR, LLC | 144278 | $186.2M | $891.3M | 14 | 2026-03-31 | → |
| 775 | WATERS, PARKERSON & CO., LLC | 3711 | $185.9M | $2.86B | 12 | 2026-05-31 | → |
| 776 | PYA WALTMAN CAPITAL, LLC | 137283 | $184.8M | $1.01B | 17 | 2026-03-31 | → |
| 777 | DUNCKER, STREETT & CO., LLC | 110828 | $184.6M | $707.3M | 5 | 2026-05-31 | → |
| 778 | ANALYST PORTFOLIO MANAGEMENT LTD. | 114642 | $184.3M | $2.69B | 56 | 2026-03-31 | → |
| 779 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $183.5M | $10.88B | 34 | 2026-03-31 | → |
| 780 | E.S. BARR & COMPANY | 107447 | $183.2M | $2.22B | 6 | 2026-03-31 | → |
| 781 | TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC | 149101 | $182.8M | $314.2M | 3 | 2026-05-31 | → |
| 782 | OLYMPUS WEALTH MANAGEMENT, LLC | 173715 | $182.7M | $850.2M | 18 | 2025-07-31 | → |
| 783 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $182.5M | $21.15B | 63 | 2026-04-30 | → |
| 784 | ONEASCENT FINANCIAL SERVICES LLC | 284549 | $182.5M | $3.54B | 161 | 2026-06-30 | → |
| 785 | PROVENTUS AG VERMOGENSVERWALTUNG | 167142 | $182.2M | $807.2M | 6 | 2026-02-28 | → |
| 786 | SMITH GROUP ASSET MANAGEMENT, LLC | 313265 | $181.8M | $2.21B | 14 | 2026-03-31 | → |
| 787 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $181.4M | $12.97B | 31 | 2026-05-31 | → |
| 788 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 128990 | $180.9M | $4.57B | 24 | 2026-03-31 | → |
| 789 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | 115754 | $180.7M | $1.84B | 18 | 2026-03-31 | → |
| 790 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $180.4M | $14.73B | 17 | 2026-03-31 | → |
| 791 | COLUMBIA ASSET MANAGEMENT, L.L.C. | 124174 | $179.6M | $1.20B | 7 | 2026-03-31 | → |
| 792 | TFO WEALTH PARTNERS, LLC | 124407 | $179.2M | $5.66B | 67 | 2026-04-30 | → |
| 793 | AVITY INVESTMENT MANAGEMENT INC. | 104623 | $178.2M | $2.03B | 8 | 2026-06-30 | → |
| 794 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | $177.6M | $6.84B | 70 | 2026-06-30 | → |
| 795 | CACTI ASSET MANAGEMENT, LLC | 156131 | $177.6M | $1.82B | 1 | 2026-01-31 | → |
| 796 | AUSTIN ASSET MANAGEMENT CO | 105441 | $177.5M | $1.87B | 21 | 2026-02-28 | → |
| 797 | RMR WEALTH BUILDERS, INC. | 169005 | $177.5M | $2.89B | 64 | 2026-04-30 | → |
| 798 | JOHNSON WEALTH INC. | 125557 | $177.3M | $10.35B | 142 | 2026-03-31 | → |
| 799 | CLIFFWATER LLC | 132167 | $176.6M | $48.51B | 213 | 2026-05-31 | → |
| 800 | ASB CAPITAL MANAGEMENT LLC | 110995 | $176.5M | $36.68B | 62 | 2026-04-30 | → |
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