Research Report · 2026-06-30
Top Registered Investment Advisers for Government Entities
SEC-registered investment advisers ranked by reported assets from state, municipal, and government clients.
Firms
1,000
Total AUM
$86.89T
Median AUM
$7.28B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Government Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 801 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $98.8M | $406.96B | 6,400 | 2026-06-30 | → |
| 802 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $98.6M | $70.45B | 677 | 2026-03-31 | → |
| 803 | MACKENZIE INVESTMENTS EUROPE LIMITED | 284912 | $98.2M | $5.33B | 12 | 2026-03-31 | → |
| 804 | WRIGHT INVESTORS SERVICE INC | 106302 | $97.6M | $1.21B | 22 | 2026-03-31 | → |
| 805 | TRIASIMA PORTFOLIO MANAGEMENT INC. | 304577 | $96.9M | $1.11B | 24 | 2026-03-31 | → |
| 806 | RAVENSWOOD PARTNERS LP | 327106 | $96.8M | $436.1M | 5 | 2026-05-31 | → |
| 807 | LFL ADVISERS, LLC | 163963 | $96.7M | $506.8M | 3 | 2026-03-31 | → |
| 808 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $96.4M | $29.73B | 86 | 2026-03-31 | → |
| 809 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | $96.1M | $6.85B | 159 | 2026-06-30 | → |
| 810 | ELDRED ROCK PARTNERS, LLC | 316401 | $96.1M | $644.1M | 10 | 2026-05-31 | → |
| 811 | VULCAN VALUE PARTNERS LLC | 151190 | $95.6M | $6.08B | 38 | 2026-05-31 | → |
| 812 | HIGHLAND PEAK CAPITAL, LLC | 306304 | $95.6M | $333.2M | 5 | 2026-03-31 | → |
| 813 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $95.4M | $390.04B | 9,675 | 2026-06-30 | → |
| 814 | OSPRAIE MANAGEMENT, LLC | 305479 | $94.8M | $1.26B | 20 | 2026-03-31 | → |
| 815 | BTC CAPITAL MANAGEMENT, INC. | 127158 | $94.6M | $4.60B | 17 | 2026-03-31 | → |
| 816 | CAPITAL INVESTMENT COUNSEL, LLC | 328472 | $93.9M | $1.35B | 8 | 2026-03-31 | → |
| 817 | AEW CAPITAL MANAGEMENT LP | 108633 | $92.1M | $3.02B | 250 | 2026-03-31 | → |
| 818 | ALESCO ADVISORS LLC | 108590 | $92.1M | $4.81B | 27 | 2025-03-31 | → |
| 819 | PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD | 166631 | $91.0M | $3.93B | 28 | 2026-06-30 | → |
| 820 | BURGESS CHAMBERS & ASSOCIATES INC | 110164 | $90.4M | $165.9M | 10 | 2026-03-31 | → |
| 821 | STONERIDGE INVESTMENT PARTNERS LLC | 109261 | $89.7M | $152.3M | 10 | 2026-04-30 | → |
| 822 | BAYPOINTE PARTNERS, LLC | 331273 | $88.7M | $270.5M | 4 | 2026-03-31 | → |
| 823 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | $88.6M | $252.25B | 4,047 | 2026-06-30 | → |
| 824 | QSV EQUITY INVESTORS LLC | 283060 | $88.6M | $113.3M | 3 | 2025-03-31 | → |
| 825 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $86.6M | $35.52B | 68 | 2026-06-30 | → |
| 826 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | 145370 | $86.3M | $241.9M | 6 | 2026-03-31 | → |
| 827 | STONEX ADVISORS INC. | 174182 | $85.8M | $5.09B | 220 | 2026-06-30 | → |
| 828 | D.F. DENT AND COMPANY, INC. | 105179 | $85.7M | $7.88B | 31 | 2026-06-30 | → |
| 829 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $85.0M | $13.72B | 10 | 2026-03-31 | → |
| 830 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | $83.7M | $2.89B | 14 | 2026-03-31 | → |
| 831 | NEWMILE CAPITAL LLC | 333726 | $83.3M | $293.6M | 5 | 2026-06-30 | → |
| 832 | TT INTERNATIONAL ASSET MANAGEMENT LTD | 110858 | $83.2M | $5.07B | 79 | 2026-03-31 | → |
| 833 | OPTIMUM QUANTVEST CORPORATION | 301469 | $82.7M | $695.1M | 4 | 2026-03-31 | → |
| 834 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | 113106 | $82.6M | $1.07B | 22 | 2026-03-31 | → |
| 835 | THE RENAISSANCE GROUP LLC | 105916 | $80.4M | $2.91B | 19 | 2026-04-30 | → |
| 836 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | $80.1M | $11.12B | 67 | 2026-03-31 | → |
| 837 | CAMBIAR INVESTORS, LLC | 115093 | $79.6M | $2.92B | 28 | 2026-03-31 | → |
| 838 | FAYEZ SAROFIM & CO., LLC | 106584 | $79.3M | $35.07B | 54 | 2026-05-31 | → |
| 839 | BLACK CREEK INVESTMENT MANAGEMENT INC. | 161344 | $77.8M | $7.09B | 28 | 2026-01-31 | → |
| 840 | FIRST CITIZENS ASSET MANAGEMENT, INC | 140777 | $77.4M | $465.1M | 58 | 2026-05-31 | → |
| 841 | RVX ASSET MANAGEMENT LLC | 282804 | $77.0M | $96.8M | 4 | 2026-02-28 | → |
| 842 | ASSET STRATEGY CONSULTANTS LLC | 110800 | $76.2M | $5.16B | 14 | 2026-06-30 | → |
| 843 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $75.1M | $54.28B | 88 | 2026-03-31 | → |
| 844 | CIBC ASSET MANAGEMENT INC. | 106508 | $74.9M | $162.84B | 478 | 2026-06-30 | → |
| 845 | PEAPOD LANE CAPITAL LLC | 159963 | $74.1M | $108.2M | 3 | 2026-03-31 | → |
| 846 | OLIVER LUXXE ASSETS LLC | 169588 | $74.0M | $981.9M | 9 | 2026-03-31 | → |
| 847 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | $73.5M | $4.98B | 37 | 2026-03-31 | → |
| 848 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $73.3M | $30.51B | 249 | 2026-03-31 | → |
| 849 | RFG - BRISTOL WEALTH ADVISORS, LLC | 330145 | $73.2M | $985.6M | 10 | 2026-06-30 | → |
| 850 | LRI INVESTMENTS, LLC | 323556 | $73.1M | $2.78B | 35 | 2026-02-28 | → |
| 851 | HILLTOP SECURITIES INC. | 6220 | $73.0M | $2.51B | 92 | 2026-03-31 | → |
| 852 | SCS CAPITAL MANAGEMENT LLC | 122258 | $72.9M | $48.65B | 213 | 2026-03-31 | → |
| 853 | METIS GLOBAL PARTNERS, LLC | 167276 | $72.6M | $5.67B | 11 | 2026-05-31 | → |
| 854 | FRANKLIN ADVISERS, INC. | 104517 | $70.8M | $509.45B | 384 | 2026-05-31 | → |
| 855 | PROFESSIONAL FINANCIAL ADVISORS, LLC | 173719 | $70.4M | $769.8M | 12 | 2026-06-30 | → |
| 856 | DAVENPORT & COMPANY LLC | 1588 | $69.4M | $24.70B | 525 | 2026-06-30 | → |
| 857 | FOUNDATION WEALTH MANAGEMENT, LLC | 127134 | $68.8M | $660.6M | 6 | 2026-04-30 | → |
| 858 | SMITH MOORE & CO. | 3441 | $66.8M | $2.37B | 65 | 2026-03-31 | → |
| 859 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $66.3M | $20.13B | 37 | 2026-03-31 | → |
| 860 | BG INVESTMENT SERVICES, INC. | 281716 | $66.0M | $868.5M | 7 | 2026-01-31 | → |
| 861 | CUMBERLAND ADVISORS, LLC | 107964 | $65.6M | $3.22B | 36 | 2026-02-28 | → |
| 862 | WESTERN ASSET MANAGEMENT COMPANY PTE LTD | 142188 | $63.2M | $2.80B | 9 | 2026-06-30 | → |
| 863 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $63.1M | $10.79B | 221 | 2026-05-31 | → |
| 864 | JENSEN INVESTMENT MANAGEMENT INC | 105281 | $63.0M | $6.48B | 36 | 2026-03-31 | → |
| 865 | KARPUS MANAGEMENT INC | 110275 | $62.7M | $4.01B | 38 | 2026-05-31 | → |
| 866 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 107660 | $62.6M | $2.32B | 14 | 2026-03-31 | → |
| 867 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | $62.0M | $20.14B | 1 | 2026-03-31 | → |
| 868 | INTEGRATED CAPITAL MANAGEMENT, INC. | 149489 | $60.7M | $232.4M | 7 | 2026-03-31 | → |
| 869 | SAVANT CAPITAL, LLC | 107271 | $60.4M | $49.57B | 659 | 2026-04-30 | → |
| 870 | FRANKLIN STREET ADVISORS, INC. | 106275 | $60.1M | $4.53B | 40 | 2026-05-31 | → |
| 871 | FOREST CAPITAL MANAGEMENT, LLC | 171659 | $59.2M | $3.75B | 11 | 2026-03-31 | → |
| 872 | DESCHUTES PORTFOLIO STRATEGY, LLC | 155424 | $58.9M | $1.63B | 11 | 2026-03-31 | → |
| 873 | TBFM LLP | 109361 | $58.9M | $1.05B | 10 | 2025-03-31 | → |
| 874 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $58.7M | $5.98B | 116 | 2026-03-31 | → |
| 875 | JACKSON CREEK INVESTMENT ADVISORS LLC | 309116 | $58.7M | $349.0M | 6 | 2026-03-31 | → |
| 876 | TIETON CAPITAL MANAGEMENT, LLC | 135769 | $58.5M | $314.0M | 3 | 2026-03-31 | → |
| 877 | VERATIS ADVISORS, INC. | 117892 | $57.7M | $5.99B | 8 | 2026-03-31 | → |
| 878 | HUDSON EDGE INVESTMENT PARTNERS, INC. | 104870 | $57.2M | $2.95B | 16 | 2026-04-30 | → |
| 879 | RCM ROBINSON CAPITAL MANAGEMENT LLC | 112814 | $56.0M | $61.8M | 1 | 2026-03-31 | → |
| 880 | GRIDIRON PARTNERS, LLC | 300920 | $55.5M | $285.8M | 2 | 2026-03-31 | → |
| 881 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 309050 | $55.4M | $1.09B | 12 | 2026-03-31 | → |
| 882 | RJA ASSET MANAGEMENT LLC | 153428 | $55.1M | $588.9M | 8 | 2026-05-31 | → |
| 883 | TAP CONSULTING, LLC | 145772 | $54.9M | $635.0M | 20 | 2025-03-31 | → |
| 884 | SIT INVESTMENT ASSOCIATES, INC | 105725 | $54.4M | $3.54B | 73 | 2026-06-30 | → |
| 885 | KBI GLOBAL INVESTORS (NORTH AMERICA) LTD | 113606 | $54.0M | $1.66B | 57 | 2026-03-31 | → |
| 886 | WHITE OAK GLOBAL ADVISORS, LLC | 149659 | $53.5M | $5.11B | 58 | 2026-03-31 | → |
| 887 | BAHL & GAYNOR INC | 106139 | $53.4M | $20.99B | 79 | 2026-02-28 | → |
| 888 | BIONDO INVESTMENT ADVISORS LLC | 130105 | $53.1M | $1.29B | 17 | 2026-03-31 | → |
| 889 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | $52.5M | $4.20B | 14 | 2026-05-31 | → |
| 890 | CONNORS INVESTOR SERVICES INC | 106993 | $52.2M | $1.28B | 10 | 2026-03-31 | → |
| 891 | COHO PARTNERS, LTD. | 111335 | $51.7M | $2.20B | 18 | 2025-03-31 | → |
| 892 | NORTHSTAR FIDUCIARY PARTNERS, LLC | 284994 | $51.3M | $1.27B | 2 | 2026-04-30 | → |
| 893 | HEITMAN INTERNATIONAL HK LIMITED | 170550 | $50.6M | $431.9M | 123 | 2026-04-30 | → |
| 894 | NUANCE INVESTMENTS, LLC | 148534 | $49.9M | $984.3M | 11 | 2026-01-31 | → |
| 895 | RESOLUTION CAPITAL (US) LIMITED | 298109 | $49.5M | $2.28B | 2 | 2025-09-30 | → |
| 896 | STONEBRIDGE FINANCIAL GROUP, LLC | 327529 | $49.5M | $2.28B | 29 | 2026-03-31 | → |
| 897 | CALAMOS ADVISORS LLC | 105758 | $49.5M | $43.89B | 300 | 2026-04-30 | → |
| 898 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | 139068 | $48.9M | $6.48B | 80 | 2026-03-31 | → |
| 899 | U.S. BANCORP INVESTMENTS, INC. | 17868 | $48.4M | $22.94B | 2,148 | 2026-03-31 | → |
| 900 | CHATHAM CAPITAL GROUP INC | 106174 | $47.9M | $878.1M | 9 | 2026-05-31 | → |
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