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 | |
|---|---|---|---|---|---|---|---|
| 701 | CLARITY CAPITAL KCPS LTD | 160662 | $370.1M | $782.3M | 18 | 2026-03-31 | → |
| 702 | AROHI ASSET MANAGEMENT PTE LTD. | 160798 | $365.5M | $1.05B | 16 | 2026-06-30 | → |
| 703 | GAMCO ASSET MANAGEMENT INC. | 104950 | $364.7M | $11.69B | 120 | 2026-03-31 | → |
| 704 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $363.9M | $208.39B | 115 | 2026-03-31 | → |
| 705 | DSM CAPITAL PARTNERS LLC | 113609 | $363.3M | $7.56B | 25 | 2026-05-31 | → |
| 706 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | 111179 | $363.3M | $3.33B | 27 | 2026-03-31 | → |
| 707 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | $362.7M | $6.46B | 170 | 2026-04-30 | → |
| 708 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $362.1M | $36.34B | 238 | 2026-05-31 | → |
| 709 | COLISEUM CAPITAL MANAGEMENT, LLC | 158120 | $361.1M | $2.27B | 15 | 2026-03-31 | → |
| 710 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $359.3M | $5.98B | 116 | 2026-03-31 | → |
| 711 | FIDELIS CAPITAL PARTNERS, LLC | 322287 | $359.1M | $2.28B | 22 | 2026-04-30 | → |
| 712 | EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | $358.9M | $7.19B | 37 | 2026-03-31 | → |
| 713 | JRM INVESTMENT COUNSEL, L.L.C. | 138004 | $358.7M | $649.4M | 3 | 2026-03-31 | → |
| 714 | OCTOGONE NA, LLC | 322478 | $358.2M | $469.7M | 6 | 2026-03-31 | → |
| 715 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | 157073 | $358.1M | $18.56B | 282 | 2026-03-31 | → |
| 716 | HOTTINGER & CO LIMITED | 316515 | $357.6M | $1.47B | 24 | 2026-03-31 | → |
| 717 | BROWN CAPITAL MANAGEMENT, LLC | 105633 | $356.1M | $4.54B | 37 | 2026-03-31 | → |
| 718 | CA FAMILY WEALTH LLC | 285229 | $356.0M | $933.0M | 5 | 2025-03-31 | → |
| 719 | AE WEALTH MANAGEMENT, LLC | 282580 | $355.9M | $49.84B | 630 | 2026-06-30 | → |
| 720 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $355.9M | $12.20B | 103 | 2026-03-31 | → |
| 721 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $355.3M | $21.93B | 28 | 2026-03-31 | → |
| 722 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $354.5M | $21.55B | 183 | 2026-06-30 | → |
| 723 | MELQART ASSET MANAGEMENT (UK) LIMITED | 287888 | $353.8M | $2.87B | 23 | 2026-02-28 | → |
| 724 | CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | 164517 | $353.3M | $353.3M | 5 | 2026-04-30 | → |
| 725 | SOWELL FINANCIAL SERVICES, LLC | 127145 | $353.1M | $4.81B | 162 | 2026-06-30 | → |
| 726 | PROCYON ADVISORS, LLC | 288239 | $350.5M | $9.20B | 76 | 2026-05-31 | → |
| 727 | PROTOCOL VC LLC | 332272 | $350.4M | $350.4M | 2 | 2026-03-31 | → |
| 728 | DONALD SMITH & CO., INC. | 104947 | $349.2M | $5.60B | 11 | 2026-03-31 | → |
| 729 | BETTERMENT LLC | 149117 | $347.6M | $69.52B | 794 | 2026-06-30 | → |
| 730 | CALLAN LLC | 107687 | $346.0M | $41.94B | 202 | 2026-03-31 | → |
| 731 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $345.6M | $5.20B | 31 | 2025-12-31 | → |
| 732 | FIRST FOUNDATION ADVISORS | 106075 | $345.0M | $5.06B | 53 | 2026-06-30 | → |
| 733 | FOREFRONT ANALYTICS, LLC | 153016 | $344.6M | $679.0M | 18 | 2026-05-31 | → |
| 734 | L. C. BHANDARI & CO. | 158831 | $344.3M | $344.3M | 1 | 2026-04-30 | → |
| 735 | ARAGON GLOBAL MANAGEMENT, LP | 156043 | $343.2M | $369.0M | 3 | 2026-05-31 | → |
| 736 | VISE AI ADVISORS, LLC | 301761 | $341.8M | $8.53B | 44 | 2026-06-30 | → |
| 737 | BULLTICK WEALTH MANAGEMENT, LLC | 141588 | $341.8M | $1.95B | 62 | 2026-03-31 | → |
| 738 | AMERANT INVESTMENTS, INC. | 117284 | $341.3M | $782.4M | 35 | 2026-04-30 | → |
| 739 | PORT CAPITAL LLC | 206517 | $341.0M | $2.85B | 13 | 2026-02-28 | → |
| 740 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 288981 | $340.4M | $1.70B | 4 | 2026-03-31 | → |
| 741 | CURI CAPITAL, LLC | 134249 | $340.3M | $11.58B | 180 | 2026-03-31 | → |
| 742 | PARADIGM CAPITAL MANAGEMENT, INC. | 107982 | $340.2M | $2.38B | 12 | 2026-03-31 | → |
| 743 | GAMMA ASSET MANAGEMENT LLC | 300050 | $339.6M | $424.8M | 13 | 2026-02-28 | → |
| 744 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $338.9M | $54.45B | 219 | 2026-03-31 | → |
| 745 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | $338.8M | $8.88B | 72 | 2026-03-31 | → |
| 746 | INCENTIVE AS | 174704 | $335.9M | $2.46B | 6 | 2026-05-31 | → |
| 747 | SAGE CAPITAL ADVISORS, LLC | 136577 | $335.1M | $629.8M | 8 | 2025-09-30 | → |
| 748 | HIGHBURY PACIFIC CAPITAL CORP. | 157778 | $333.3M | $333.3M | 1 | 2026-01-31 | → |
| 749 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $330.7M | $10.18B | 32 | 2026-03-31 | → |
| 750 | LEGACY BEYOND WEALTH LLC | 328708 | $330.5M | $342.0M | 1 | 2026-03-31 | → |
| 751 | BECK, MACK & OLIVER LLC | 105466 | $328.5M | $6.18B | 24 | 2026-03-31 | → |
| 752 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $326.1M | $10.12B | 64 | 2026-03-31 | → |
| 753 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $325.9M | $13.45B | 211 | 2026-06-30 | → |
| 754 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $325.8M | $49.31B | 133 | 2026-04-30 | → |
| 755 | WALLACE CAPITAL MANAGEMENT, INC. | 119174 | $325.6M | $1.49B | 7 | 2026-03-31 | → |
| 756 | WHITTIER ADVISORS, LLC | 318024 | $325.3M | $1.89B | 7 | 2026-05-31 | → |
| 757 | MIRABILIS MANAGEMENT COMPANY LLC | 316801 | $324.5M | $622.1M | 11 | 2026-05-31 | → |
| 758 | O'NEIL GLOBAL ADVISORS, INC. | 308150 | $323.1M | $401.9M | 40 | 2026-05-31 | → |
| 759 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 20804 | $322.5M | $12.77B | 620 | 2026-06-30 | → |
| 760 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $321.1M | $6.72B | 55 | 2026-03-31 | → |
| 761 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | $321.0M | $12.93B | 624 | 2026-03-31 | → |
| 762 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | $320.6M | $5.27B | 39 | 2026-03-31 | → |
| 763 | HERITAGE WEALTH ADVISORS, LLC | 137484 | $320.3M | $4.86B | 36 | 2026-05-31 | → |
| 764 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $320.0M | $50.54B | 585 | 2026-03-31 | → |
| 765 | REMEDIUM CAPITAL PARTNERS, LLC | 340302 | $319.0M | $319.0M | 1 | 2026-05-31 | → |
| 766 | CINCINNATI ASSET MANAGEMENT INC | 104946 | $319.0M | $2.53B | 15 | 2026-03-31 | → |
| 767 | BBVA GLOBAL WEALTH ADVISORS, INC. | 327326 | $318.9M | $1.36B | 84 | 2026-06-30 | → |
| 768 | LONG PATH PARTNERS, LP | 299053 | $318.6M | $1.73B | 16 | 2026-05-31 | → |
| 769 | GALAPAGOS ADVISORY LLC | 322042 | $317.6M | $395.7M | 8 | 2026-03-31 | → |
| 770 | HEXAGON CAPITAL PARTNERS, LLC | 305850 | $316.8M | $965.0M | 8 | 2026-03-31 | → |
| 771 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $316.5M | $42.34B | 134 | 2026-03-31 | → |
| 772 | CALAMOS WEALTH MANAGEMENT LLC | 143490 | $315.8M | $5.48B | 51 | 2026-04-30 | → |
| 773 | INGALLS & SNYDER LLC | 2288 | $314.7M | $7.83B | 92 | 2025-12-31 | → |
| 774 | DE GROOTE FINANCIAL GROUP, LLC | 168178 | $313.8M | $1.22B | 9 | 2026-05-31 | → |
| 775 | VERSANT CAPITAL MANAGEMENT, INC. | 131692 | $312.5M | $1.81B | 26 | 2026-03-31 | → |
| 776 | CAPITAL CREEK PARTNERS, LLC | 301211 | $310.7M | $1.52B | 24 | 2026-03-31 | → |
| 777 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 110506 | $310.0M | $2.51B | 21 | 2026-04-30 | → |
| 778 | BEACON POINTE ADVISORS, LLC | 119290 | $309.3M | $54.87B | 780 | 2026-05-31 | → |
| 779 | PINION INVESTMENT ADVISORS, LLC | 114556 | $309.0M | $837.1M | 12 | 2026-05-31 | → |
| 780 | WESTWOOD MANAGEMENT CORP | 110269 | $307.0M | $12.46B | 95 | 2026-03-31 | → |
| 781 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | $306.9M | $8.69B | 143 | 2026-06-30 | → |
| 782 | WINCORAM ASSET MANAGEMENT LLC | 312425 | $305.6M | $8.19B | 28 | 2026-03-31 | → |
| 783 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | $305.5M | $18.92B | 493 | 2026-06-30 | → |
| 784 | SELECT EQUITY GROUP, L.P. | 168496 | $302.7M | $36.38B | 171 | 2026-03-31 | → |
| 785 | CITIZENS SECURITIES, INC. | 39550 | $302.6M | $12.87B | 471 | 2026-04-30 | → |
| 786 | GOBI CAPITAL LLC | 151427 | $300.8M | $2.69B | 4 | 2026-03-31 | → |
| 787 | DOUGLASS WINTHROP ADVISORS LLC | 108680 | $300.0M | $6.46B | 34 | 2026-03-31 | → |
| 788 | DAHRING | CUSMANO LLC | 301236 | $299.8M | $781.4M | 18 | 2026-03-31 | → |
| 789 | UNIGESTION (US) LTD | 305038 | $299.8M | $2.45B | 9 | 2026-06-30 | → |
| 790 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $299.5M | $326.29B | 1,679 | 2026-03-31 | → |
| 791 | PNC WEALTH MANAGEMENT | 129052 | $299.4M | $30.27B | 1,713 | 2026-06-30 | → |
| 792 | ATLAS ASSET MANAGEMENT LLC | 173561 | $299.2M | $700.6M | 3 | 2025-12-31 | → |
| 793 | CV ADVISORS LLC | 164817 | $299.2M | $15.08B | 82 | 2026-04-30 | → |
| 794 | THE LEUTHOLD GROUP, LLC | 105826 | $298.7M | $1.17B | 17 | 2026-03-31 | → |
| 795 | DIGITAL WEALTH PARTNERS LLC | 328627 | $298.6M | $555.1M | 26 | 2026-03-31 | → |
| 796 | APERTURE INVESTORS, LLC | 295468 | $298.5M | $6.06B | 78 | 2026-03-31 | → |
| 797 | RIVERBRIDGE PARTNERS LLC | 108074 | $297.0M | $5.03B | 46 | 2026-03-31 | → |
| 798 | SUMMIT GLOBAL INVESTMENTS, LLC | 157091 | $296.8M | $2.29B | 37 | 2026-06-30 | → |
| 799 | MUTIMA CAPITAL MANAGEMENT LLC | 284629 | $294.8M | $337.4M | 3 | 2026-03-31 | → |
| 800 | CORNERSTONE CAPITAL, INC. | 105396 | $293.0M | $1.36B | 5 | 2026-03-31 | → |
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