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 | |
|---|---|---|---|---|---|---|---|
| 401 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $1.01B | $12.47B | 52 | 2026-04-30 | → |
| 402 | MANNING & NAPIER ADVISORS, LLC | 105992 | $1.01B | $17.03B | 195 | 2026-06-30 | → |
| 403 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $1.00B | $141.83B | 740 | 2026-06-30 | → |
| 404 | LAZARD ASSET MANAGEMENT (CANADA)INC | 106340 | $974.4M | $2.28B | 0 | 2026-03-31 | → |
| 405 | QUINN OPPORTUNITY PARTNERS LLC | 167470 | $971.9M | $2.61B | 2 | 2026-04-30 | → |
| 406 | RANGER INVESTMENT MANAGEMENT,L.P. | 124414 | $970.0M | $1.48B | 15 | 2026-03-31 | → |
| 407 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $969.6M | $62.24B | 103 | 2026-03-31 | → |
| 408 | CASPIAN CAPITAL, LP | 155751 | $963.0M | $7.03B | 29 | 2026-03-31 | → |
| 409 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | $948.0M | $80.36B | 113 | 2026-06-30 | → |
| 410 | PICTET ASSET MANAGEMENT SA | 140074 | $946.3M | $330.70B | 549 | 2026-06-30 | → |
| 411 | 26NORTH PARTNERS LP | 322923 | $945.9M | $32.68B | 142 | 2026-03-31 | → |
| 412 | KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC | 160432 | $944.5M | $6.27B | 73 | 2026-05-31 | → |
| 413 | GIVERNY CAPITAL INC. | 130640 | $932.8M | $2.70B | 31 | 2026-06-30 | → |
| 414 | ALLIE FAMILY OFFICE LLC | 307144 | $930.3M | $1.32B | 11 | 2026-03-31 | → |
| 415 | GRAYPOINT LLC | 135950 | $928.1M | $4.65B | 69 | 2025-10-31 | → |
| 416 | CSM ADVISORS, LLC | 306128 | $927.1M | $11.65B | 44 | 2026-05-31 | → |
| 417 | COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED | 161061 | $925.8M | $13.66B | 55 | 2025-12-31 | → |
| 418 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $916.5M | $12.75B | 53 | 2026-04-30 | → |
| 419 | ODEON CAPITAL ADVISORS LLC | 307619 | $916.0M | $967.5M | 14 | 2026-03-31 | → |
| 420 | GFI INVESTMENT COUNSEL LTD. | 332720 | $911.0M | $1.75B | 20 | 2026-03-31 | → |
| 421 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $910.6M | $14.43B | 158 | 2026-03-31 | → |
| 422 | GF INTERNATIONAL INVESTMENT MANAGEMENT LIMITED | 170990 | $907.0M | $2.39B | 35 | 2026-03-31 | → |
| 423 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $901.6M | $33.52B | 549 | 2026-06-30 | → |
| 424 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $889.0M | $10.81B | 23 | 2026-03-31 | → |
| 425 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $881.0M | $97.98B | 312 | 2026-05-31 | → |
| 426 | MARINER, LLC | 140195 | $879.7M | $125.41B | 1,889 | 2026-03-31 | → |
| 427 | PGIM LUXEMBOURG S.A. | 281562 | $879.5M | $18.63B | 40 | 2026-03-31 | → |
| 428 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | $878.4M | $3.76B | 24 | 2026-03-31 | → |
| 429 | GUARDIAN PARTNERS INC. | 324189 | $868.3M | $3.29B | 76 | 2026-03-31 | → |
| 430 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $862.2M | $52.93B | 313 | 2026-04-30 | → |
| 431 | RMR WEALTH BUILDERS, INC. | 169005 | $856.0M | $2.89B | 64 | 2026-04-30 | → |
| 432 | DALTON INVESTMENTS, INC. | 308609 | $854.2M | $5.72B | 46 | 2026-03-31 | → |
| 433 | MACD ADVISORS LLC | 171905 | $850.9M | $1.03B | 1 | 2026-03-31 | → |
| 434 | HARBOR ADVISORS LLC | 312432 | $846.8M | $851.7M | 1 | 2026-02-28 | → |
| 435 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $844.6M | $44.30B | 182 | 2026-03-31 | → |
| 436 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | $842.1M | $10.25B | 84 | 2026-03-31 | → |
| 437 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $841.8M | $66.46B | 90 | 2026-06-30 | → |
| 438 | GREAT LAKES ADVISORS, LLC | 110757 | $834.3M | $16.16B | 84 | 2026-05-31 | → |
| 439 | GUGGENHEIM INVESTMENT ADVISORS, LLC | 108263 | $825.9M | $840.9M | 9 | 2026-03-31 | → |
| 440 | PRIVATE ADVISOR GROUP, LLC | 155216 | $824.7M | $44.33B | 674 | 2026-06-30 | → |
| 441 | DANA INVESTMENT ADVISORS INC | 105879 | $823.6M | $6.08B | 60 | 2026-03-31 | → |
| 442 | MPC CAPITAL ADVISORS, LLC | 153586 | $801.0M | $22.57B | 9 | 2026-03-31 | → |
| 443 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $799.5M | $24.06B | 168 | 2026-05-31 | → |
| 444 | BOFCAL ASSET MANAGEMENT INC. | 166828 | $797.6M | $797.6M | 5 | 2025-03-31 | → |
| 445 | H. M. PAYSON & CO. | 2993 | $795.1M | $9.09B | 34 | 2026-03-31 | → |
| 446 | PASSAIC PARTNERS LLC | 313290 | $794.3M | $2.24B | 9 | 2026-03-31 | → |
| 447 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $786.3M | $20.18B | 33 | 2026-04-30 | → |
| 448 | AEW CAPITAL MANAGEMENT LP | 108633 | $784.8M | $3.02B | 250 | 2026-03-31 | → |
| 449 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | $784.5M | $3.30B | 17 | 2026-03-31 | → |
| 450 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $784.2M | $3.44B | 13 | 2026-03-31 | → |
| 451 | A&M PRIVATE WEALTH PARTNERS, LLC | 331478 | $781.6M | $1.83B | 28 | 2026-03-31 | → |
| 452 | STARR PRIVATE EQUITY PARTNERS, LLC | 297886 | $780.1M | $5.12B | 26 | 2026-05-31 | → |
| 453 | SILVERBACK ASSET MANAGEMENT, LLC | 141407 | $778.8M | $1.19B | 12 | 2026-03-31 | → |
| 454 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | $777.3M | $818.78B | 15,424 | 2025-03-31 | → |
| 455 | FOCUSED INVESTORS LLC | 140010 | $775.7M | $3.29B | 4 | 2026-03-31 | → |
| 456 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | $771.9M | $5.93B | 20 | 2026-03-31 | → |
| 457 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $770.4M | $19.09B | 140 | 2026-01-31 | → |
| 458 | BRAMSHILL INVESTMENTS, LLC | 162492 | $767.5M | $8.14B | 38 | 2026-03-31 | → |
| 459 | MORETON ASSET MANAGEMENT, LLC | 133417 | $767.0M | $4.71B | 5 | 2026-01-31 | → |
| 460 | PAN CAPITAL MANAGEMENT LP | 336371 | $764.7M | $3.08B | 43 | 2026-01-31 | → |
| 461 | LCG ASSOCIATES, INC. | 105971 | $764.5M | $2.61B | 58 | 2026-03-31 | → |
| 462 | D.F. DENT AND COMPANY, INC. | 105179 | $761.7M | $7.88B | 31 | 2026-06-30 | → |
| 463 | TEAM HEWINS, LLC | 291194 | $760.1M | $3.97B | 29 | 2026-04-30 | → |
| 464 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | $753.0M | $4.40B | 13 | 2026-04-30 | → |
| 465 | OSAIC INSTITUTIONS, INC. | 35371 | $752.7M | $6.49B | 1,839 | 2026-05-31 | → |
| 466 | SCHECHTER INVESTMENT ADVISORS, LLC | 169114 | $749.6M | $3.94B | 30 | 2025-04-30 | → |
| 467 | HBK SORCE ADVISORY LLC | 112139 | $748.6M | $7.66B | 109 | 2026-02-28 | → |
| 468 | ETON ADVISORS GROUP, LLC | 289395 | $747.5M | $1.89B | 11 | 2026-03-31 | → |
| 469 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $746.5M | $11.41B | 12 | 2026-06-30 | → |
| 470 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $740.6M | $8.98B | 54 | 2026-06-30 | → |
| 471 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $740.5M | $25.59B | 76 | 2026-05-31 | → |
| 472 | GODWIN CAPITAL GROUP, LLC | 316592 | $739.4M | $1.13B | 6 | 2026-03-31 | → |
| 473 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $739.0M | $39.14B | 460 | 2026-06-30 | → |
| 474 | FIDUCIARY COUNSELLING INC | 104753 | $738.3M | $10.06B | 87 | 2026-03-31 | → |
| 475 | SLR CAPITAL PARTNERS, LLC | 146106 | $735.7M | $9.42B | 65 | 2026-03-31 | → |
| 476 | AZIMUT INVESTMENT ADVISORS LLC | 134626 | $735.2M | $1.00B | 10 | 2026-05-31 | → |
| 477 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $723.1M | $324.65B | 714 | 2026-05-31 | → |
| 478 | ANALYST PORTFOLIO MANAGEMENT LTD. | 114642 | $719.7M | $2.69B | 56 | 2026-03-31 | → |
| 479 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | $718.5M | $4.09B | 15 | 2026-06-30 | → |
| 480 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | $717.8M | $3.09B | 19 | 2026-03-31 | → |
| 481 | HORNOR, TOWNSEND & KENT, LLC | 4031 | $716.2M | $9.01B | 485 | 2026-04-30 | → |
| 482 | PIONEER FAMILY OFFICE, LLC | 142856 | $715.7M | $956.8M | 5 | 2026-04-30 | → |
| 483 | CLARET ASSET MANAGEMENT CORP | 110453 | $713.3M | $2.36B | 44 | 2026-03-31 | → |
| 484 | ASPIRIANT, LLC | 146720 | $712.4M | $18.05B | 218 | 2026-05-31 | → |
| 485 | ARC ADVISORY LLC | 330258 | $708.3M | $708.3M | 25 | 2026-06-30 | → |
| 486 | BSP NY LLC | 128557 | $705.0M | $14.24B | 18 | 2026-03-31 | → |
| 487 | STRATOS WEALTH PARTNERS, LTD | 153184 | $702.7M | $18.65B | 618 | 2026-06-30 | → |
| 488 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $696.8M | $12.82B | 39 | 2026-03-31 | → |
| 489 | LONG FOCUS CAPITAL MANAGEMENT LLC | 322024 | $690.8M | $2.44B | 11 | 2026-03-31 | → |
| 490 | SILVER ROCK FINANCIAL LP | 283335 | $686.3M | $5.38B | 31 | 2026-03-31 | → |
| 491 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $677.3M | $23.85B | 35 | 2026-06-30 | → |
| 492 | SAPIENT CAPITAL LLC | 324899 | $675.7M | $13.76B | 59 | 2026-03-31 | → |
| 493 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $675.1M | $9.95B | 18 | 2026-03-31 | → |
| 494 | CONTRARIAN CAPITAL MANAGEMENT LLC | 109979 | $671.2M | $4.79B | 47 | 2026-03-31 | → |
| 495 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | $670.3M | $7.51B | 69 | 2026-04-30 | → |
| 496 | SILVERARC CAPITAL MANAGEMENT, LLC | 304220 | $670.2M | $1.61B | 9 | 2026-03-31 | → |
| 497 | XPONANCE LLC | 111126 | $667.0M | $24.27B | 46 | 2026-04-30 | → |
| 498 | TRB WEALTH MANAGEMENT, LLC | 309370 | $659.5M | $3.74B | 15 | 2026-03-31 | → |
| 499 | ACCUMULUS CAPITAL MANAGEMENT, LLC | 160501 | $658.9M | $1.74B | 10 | 2026-02-28 | → |
| 500 | JANUS HENDERSON INVESTORS US LLC | 104652 | $658.4M | $380.43B | 1,013 | 2026-06-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30