Research Report · 2026-06-30
Top Registered Investment Advisers for Corporations
SEC-registered investment advisers ranked by reported assets from corporation and business clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$85.19T
Median AUM
$10.01B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Corporate Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $2.47B | $19.94B | 94 | 2026-05-31 | → |
| 202 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $2.46B | $33.80B | 26 | 2026-06-30 | → |
| 203 | ANDERSEN TAX LLC | 124205 | $2.44B | $6.35B | 2,061 | 2026-03-31 | → |
| 204 | SOFINNOVA INVESTMENTS, INC. | 160297 | $2.43B | $5.37B | 41 | 2026-03-31 | → |
| 205 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $2.42B | $88.78B | 101 | 2026-04-30 | → |
| 206 | MACKAY SHIELDS LLC | 107717 | $2.41B | $159.52B | 206 | 2026-04-30 | → |
| 207 | NEUBERGER BERMAN CANADA ULC | 284803 | $2.41B | $12.39B | 27 | 2026-04-30 | → |
| 208 | HARRIS ASSOCIATES LP | 106960 | $2.41B | $109.48B | 221 | 2026-03-31 | → |
| 209 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $2.40B | $14.70B | 23 | 2026-04-30 | → |
| 210 | ANCORA ADVISORS LLC | 124674 | $2.37B | $4.61B | 46 | 2026-03-31 | → |
| 211 | AQUAMARINE FINANCIAL (CAYMAN) LTD | 335337 | $2.37B | $5.76B | 5 | 2026-06-30 | → |
| 212 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | $2.32B | $6.84B | 12 | 2026-06-30 | → |
| 213 | CLEARWATER ADVISORS, LLC | 116865 | $2.30B | $4.65B | 9 | 2026-05-31 | → |
| 214 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $2.30B | $12.24B | 53 | 2026-03-31 | → |
| 215 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $2.28B | $11.31B | 79 | 2026-06-30 | → |
| 216 | &PARTNERS | 3767 | $2.27B | $30.27B | 703 | 2026-06-30 | → |
| 217 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $2.25B | $43.54B | 170 | 2026-04-30 | → |
| 218 | BIENVILLE CAPITAL MANAGEMENT, LLC | 149320 | $2.24B | $4.45B | 27 | 2026-03-31 | → |
| 219 | CAMDEN ASSET MANAGEMENT L P | 106772 | $2.21B | $11.17B | 19 | 2026-06-30 | → |
| 220 | TWO SIGMA INVESTMENTS, LP | 137137 | $2.20B | $232.82B | 1,555 | 2026-03-31 | → |
| 221 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | $2.20B | $7.80B | 83 | 2026-03-31 | → |
| 222 | IPG INVESTMENT ADVISORS, LLC | 152990 | $2.20B | $4.14B | 39 | 2026-03-31 | → |
| 223 | CAIN INTERNATIONAL ADVISERS LIMITED | 290217 | $2.20B | $2.77B | 92 | 2026-03-31 | → |
| 224 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | $2.19B | $7.13B | 47 | 2026-03-31 | → |
| 225 | CORIENT PRIVATE WEALTH LLC | 319448 | $2.19B | $165.25B | 1,537 | 2026-03-31 | → |
| 226 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $2.17B | $65.44B | 157 | 2026-05-31 | → |
| 227 | RESOLUTION CAPITAL LIMITED | 142409 | $2.16B | $9.39B | 28 | 2025-09-30 | → |
| 228 | MEAG NEW YORK CORPORATION | 321962 | $2.15B | $44.87B | 46 | 2026-05-31 | → |
| 229 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $2.15B | $46.11B | 2,278 | 2025-03-31 | → |
| 230 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $2.09B | $150.40B | 254 | 2026-03-31 | → |
| 231 | CFI PARTNERS, LLC | 139531 | $2.07B | $26.31B | 47 | 2026-03-31 | → |
| 232 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $2.07B | $40.65B | 149 | 2026-04-30 | → |
| 233 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $2.06B | $11.94B | 105 | 2026-03-31 | → |
| 234 | DOUBLELINE CAPITAL LP | 152606 | $2.03B | $93.32B | 258 | 2026-03-31 | → |
| 235 | EP WEALTH ADVISORS, LLC. | 111147 | $2.01B | $45.15B | 618 | 2026-04-30 | → |
| 236 | OPPENHEIMER & CO. INC. | 249 | $2.00B | $36.71B | 2,806 | 2026-06-30 | → |
| 237 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $2.00B | $92.04B | 293 | 2026-06-30 | → |
| 238 | CIDEL ASSET MANAGEMENT INC | 172640 | $1.99B | $4.80B | 73 | 2026-03-31 | → |
| 239 | CHILTON INVESTMENT SERVICES, LLC | 159306 | $1.97B | $8.15B | 70 | 2026-03-31 | → |
| 240 | ASSETMARK, INC. | 109018 | $1.96B | $91.76B | 859 | 2026-05-31 | → |
| 241 | APERIO GROUP, LLC | 111616 | $1.95B | $152.13B | 208 | 2026-04-30 | → |
| 242 | GILDER GAGNON HOWE & CO. LLC | 2002 | $1.94B | $12.12B | 84 | 2026-03-31 | → |
| 243 | BARINGS LLC | 106006 | $1.94B | $392.75B | 1,101 | 2026-05-31 | → |
| 244 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $1.93B | $240.66B | 588 | 2026-03-31 | → |
| 245 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $1.91B | $116.17B | 185 | 2026-06-30 | → |
| 246 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $1.91B | $174.54B | 222 | 2026-06-30 | → |
| 247 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $1.91B | $110.30B | 704 | 2026-03-31 | → |
| 248 | EAST END ADVISORS, LLC | 147144 | $1.89B | $6.06B | 17 | 2026-04-30 | → |
| 249 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $1.89B | $326.70B | 1,116 | 2026-04-30 | → |
| 250 | RBB TREASURY LLC | 314581 | $1.89B | $1.89B | 4 | 2026-03-31 | → |
| 251 | MML INVESTORS SERVICES, LLC | 10409 | $1.87B | $115.64B | 6,976 | 2026-05-31 | → |
| 252 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $1.87B | $78.52B | 377 | 2026-05-31 | → |
| 253 | MILLIMAN ADVISORS, LLC | 112245 | $1.86B | $2.32B | 1 | 2026-06-30 | → |
| 254 | TWO SIGMA ADVISERS, LP | 152254 | $1.86B | $74.26B | 101 | 2026-01-31 | → |
| 255 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $1.85B | $44.36B | 65 | 2025-09-30 | → |
| 256 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $1.84B | $172.62B | 79 | 2026-06-30 | → |
| 257 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $1.84B | $25.41B | 94 | 2026-03-31 | → |
| 258 | INDEPENDENCE ASSET ADVISORS, LLC | 152963 | $1.83B | $2.19B | 5 | 2026-03-31 | → |
| 259 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $1.83B | $11.05B | 28 | 2026-03-31 | → |
| 260 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $1.82B | $24.86B | 41 | 2026-03-31 | → |
| 261 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | $1.81B | $21.29B | 23 | 2025-07-31 | → |
| 262 | WILLIS INVESTMENT COUNSEL INC | 111042 | $1.81B | $4.23B | 13 | 2026-04-30 | → |
| 263 | OBRA CAPITAL MANAGEMENT, LLC. | 155231 | $1.81B | $5.75B | 132 | 2026-04-30 | → |
| 264 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $1.81B | $19.78B | 103 | 2025-12-31 | → |
| 265 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | $1.81B | $125.26B | 881 | 2026-03-31 | → |
| 266 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $1.80B | $24.65B | 289 | 2026-06-30 | → |
| 267 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $1.80B | $122.19B | 1,700 | 2026-06-30 | → |
| 268 | EDGEWOOD MANAGEMENT LLC | 106647 | $1.77B | $21.52B | 41 | 2026-03-31 | → |
| 269 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $1.76B | $12.97B | 31 | 2026-05-31 | → |
| 270 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $1.76B | $26.04B | 131 | 2026-04-30 | → |
| 271 | KESTRA ADVISORY SERVICES, LLC | 283330 | $1.75B | $79.80B | 1,359 | 2026-06-30 | → |
| 272 | ETHIC INC. | 282827 | $1.75B | $7.82B | 76 | 2026-03-31 | → |
| 273 | BROAD BAY CAPITAL MANAGEMENT LP | 284341 | $1.70B | $1.89B | 10 | 2026-03-31 | → |
| 274 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | $1.67B | $30.11B | 180 | 2026-03-31 | → |
| 275 | MENLO EQUITIES V LLC | 162139 | $1.67B | $4.69B | 52 | 2026-05-31 | → |
| 276 | NORTHCAPE CAPITAL PTY LTD | 332305 | $1.67B | $9.96B | 32 | 2026-04-30 | → |
| 277 | BMO ASSET MANAGEMENT CORP. | 106466 | $1.66B | $6.18B | 5 | 2026-04-30 | → |
| 278 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $1.63B | $48.84B | 255 | 2026-06-30 | → |
| 279 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $1.62B | $178.01B | 471 | 2026-04-30 | → |
| 280 | ASB CAPITAL MANAGEMENT LLC | 110995 | $1.62B | $36.68B | 62 | 2026-04-30 | → |
| 281 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $1.60B | $183.29B | 905 | 2026-05-31 | → |
| 282 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | $1.60B | $15.54B | 204 | 2026-04-30 | → |
| 283 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $1.60B | $21.33B | 129 | 2026-03-31 | → |
| 284 | FRANKLIN ADVISERS, INC. | 104517 | $1.60B | $509.45B | 384 | 2026-05-31 | → |
| 285 | SOL CAPITAL MANAGEMENT CO | 110226 | $1.56B | $2.98B | 30 | 2025-07-31 | → |
| 286 | SANCTUARY ADVISORS, LLC | 226606 | $1.56B | $34.88B | 770 | 2026-06-30 | → |
| 287 | EARNEST PARTNERS LLC | 107926 | $1.55B | $42.61B | 47 | 2026-06-30 | → |
| 288 | SEGALL BRYANT & HAMILL, LLC | 106505 | $1.53B | $22.64B | 161 | 2026-06-30 | → |
| 289 | FROST INVESTMENT SERVICES, LLC | 286129 | $1.53B | $3.67B | 177 | 2026-03-31 | → |
| 290 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $1.51B | $46.06B | 250 | 2026-06-30 | → |
| 291 | ADDENDA CAPITAL INC. | 137034 | $1.50B | $29.02B | 163 | 2026-03-31 | → |
| 292 | POPULAR SECURITIES, LLC | 8096 | $1.50B | $2.62B | 91 | 2026-03-31 | → |
| 293 | ANCORA RETIREMENT PLAN ADVISORS, LLC | 31256 | $1.49B | $1.53B | 41 | 2026-03-31 | → |
| 294 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $1.49B | $26.76B | 46 | 2026-03-31 | → |
| 295 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $1.48B | $21.19B | 96 | 2026-05-31 | → |
| 296 | SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | 106933 | $1.47B | $2.41B | 26 | 2026-05-31 | → |
| 297 | TRUE LINK FINANCIAL ADVISORS, LLC | 281870 | $1.47B | $1.89B | 7 | 2026-03-31 | → |
| 298 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | $1.47B | $4.20B | 9 | 2026-03-31 | → |
| 299 | D.A. DAVIDSON & CO. | 199 | $1.46B | $41.84B | 990 | 2026-01-31 | → |
| 300 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $1.45B | $601.79B | 960 | 2026-06-30 | → |
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