Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional AUM per Client
SEC-registered investment advisers ranked by institutional client assets per institutional client.
Firms
1,000
Total AUM
$73.48T
Median AUM
$10.08B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional AUM / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 801 | GIBSON CAPITAL, LLC | 148836 | $59.0M | $3.03B | 17 | 2026-03-31 | → |
| 802 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $58.9M | $10.12B | 23 | 2025-09-30 | → |
| 803 | BTC CAPITAL MANAGEMENT, INC. | 127158 | $58.9M | $4.60B | 17 | 2026-03-31 | → |
| 804 | FISHER ASSET MANAGEMENT, LLC | 107342 | $58.9M | $386.67B | 4,369 | 2026-04-30 | → |
| 805 | WILLIS INVESTMENT COUNSEL INC | 111042 | $58.5M | $4.23B | 13 | 2026-04-30 | → |
| 806 | OPTIMUM QUANTVEST CORPORATION | 301469 | $57.9M | $695.1M | 4 | 2026-03-31 | → |
| 807 | MORIN PRIVATE CLIENT GROUP, LLC | 154565 | $57.7M | $716.3M | 4 | 2026-03-31 | → |
| 808 | SLATESTONE WEALTH LLC | 286669 | $57.7M | $1.76B | 28 | 2026-06-30 | → |
| 809 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $57.6M | $13.76B | 26 | 2026-03-31 | → |
| 810 | QUEST INVESTMENT MANAGEMENT, LLC | 110640 | $57.5M | $1.71B | 9 | 2026-03-31 | → |
| 811 | SMEAD CAPITAL MANAGEMENT, INC. | 143567 | $57.1M | $5.52B | 18 | 2026-03-31 | → |
| 812 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | $57.0M | $4.25B | 20 | 2026-03-31 | → |
| 813 | PERFORMA LIMITED (US), LLC | 154232 | $56.6M | $4.49B | 18 | 2026-06-30 | → |
| 814 | CC MANAGEMENT GP, LLC | 168693 | $56.2M | $1.39B | 17 | 2026-03-31 | → |
| 815 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $56.2M | $24.28B | 77 | 2026-03-31 | → |
| 816 | CAP SIX ADVISORS LLC | 325164 | $56.1M | $340.8M | 5 | 2026-03-31 | → |
| 817 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | $56.1M | $4.21B | 22 | 2026-03-31 | → |
| 818 | MARATHON CAPITAL MANAGEMENT LLC | 119416 | $56.1M | $790.1M | 7 | 2026-02-28 | → |
| 819 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | 119436 | $55.5M | $505.0M | 4 | 2026-03-31 | → |
| 820 | FORESIGHT GROUP LLP | 311974 | $55.5M | $10.06B | 347 | 2026-06-30 | → |
| 821 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | 169293 | $55.5M | $402.4M | 5 | 2026-03-31 | → |
| 822 | LEGACY INVESTMENT SOLUTIONS, LLC | 322695 | $55.4M | $283.7M | 18 | 2026-04-30 | → |
| 823 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $55.3M | $25.39B | 204 | 2026-06-30 | → |
| 824 | SANFORD C. BERNSTEIN & CO., LLC | 104474 | $55.0M | $1.22B | 0 | 2026-03-31 | → |
| 825 | DWS INVESTMENTS AUSTRALIA LIMITED | 109112 | $54.7M | $1.90B | 25 | 2026-05-31 | → |
| 826 | CA FAMILY WEALTH LLC | 285229 | $54.7M | $933.0M | 5 | 2025-03-31 | → |
| 827 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | $54.7M | $3.97B | 29 | 2026-03-31 | → |
| 828 | ETHIC INC. | 282827 | $54.3M | $7.82B | 76 | 2026-03-31 | → |
| 829 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $54.2M | $9.95B | 18 | 2026-03-31 | → |
| 830 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $54.2M | $28.33B | 175 | 2026-03-31 | → |
| 831 | STONERIDGE PMG ADVISORS, LLC | 107662 | $54.1M | $390.7M | 8 | 2026-04-30 | → |
| 832 | LAVACA CAPITAL, LLC | 167238 | $53.9M | $927.1M | 4 | 2026-03-31 | → |
| 833 | THE FINANCIAL RESOURCE CENTER, INC. | 316747 | $53.9M | $642.5M | 5 | 2026-03-31 | → |
| 834 | PITTENGER & ANDERSON INC | 111033 | $53.7M | $3.03B | 14 | 2026-01-31 | → |
| 835 | PEAVINE CAPITAL, LLC | 159922 | $53.7M | $496.3M | 2 | 2026-01-31 | → |
| 836 | PRIME BUCHHOLZ LLC | 106455 | $53.2M | $14.07B | 127 | 2026-03-31 | → |
| 837 | SARDIS GROUP, LLC | 333854 | $53.1M | $531.2M | 6 | 2026-03-31 | → |
| 838 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $53.1M | $37.50B | 195 | 2026-03-31 | → |
| 839 | OAKMONT CORPORATION | 112337 | $53.1M | $2.22B | 35 | 2026-03-31 | → |
| 840 | FIDUCIARY ADVISORS, INC. | 108239 | $53.0M | $2.10B | 4 | 2026-03-31 | → |
| 841 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $52.9M | $92.43B | 110 | 2025-05-31 | → |
| 842 | PITON INVESTMENT MANAGEMENT, LP | 282517 | $52.8M | $927.9M | 9 | 2026-04-30 | → |
| 843 | BLEICHROEDER LP | 304295 | $52.8M | $2.43B | 7 | 2026-03-31 | → |
| 844 | BPS CAPITAL MANAGEMENT, INC. | 120006 | $52.1M | $3.10B | 5 | 2026-01-31 | → |
| 845 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $51.9M | $21.02B | 95 | 2026-03-31 | → |
| 846 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $51.8M | $78.94B | 496 | 2026-05-31 | → |
| 847 | 1543 CAPITAL LP | 305398 | $51.8M | $1.04B | 8 | 2026-04-30 | → |
| 848 | STONEBRIDGE ADVISORS LLC | 134017 | $51.5M | $11.83B | 15 | 2026-03-31 | → |
| 849 | MARCUARD FAMILY OFFICE LTD | 155003 | $51.5M | $8.66B | 36 | 2026-04-30 | → |
| 850 | HARDING LOEVNER LP | 104543 | $51.0M | $32.06B | 104 | 2026-03-31 | → |
| 851 | SAPIENT CAPITAL LLC | 324899 | $50.9M | $13.76B | 59 | 2026-03-31 | → |
| 852 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | 338274 | $50.6M | $3.21B | 52 | 2026-03-31 | → |
| 853 | NFC INVESTMENTS, LLC | 132844 | $50.5M | $2.14B | 9 | 2026-02-28 | → |
| 854 | ALAMO ADVISORS, LP | 122290 | $50.1M | $3.87B | 15 | 2026-03-31 | → |
| 855 | PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | $50.0M | $4.79B | 22 | 2025-03-31 | → |
| 856 | TIFF ADVISORY SERVICES, LLC | 327436 | $49.8M | $8.62B | 70 | 2026-03-31 | → |
| 857 | ONE CAPITAL MANAGEMENT, LLC | 114861 | $49.5M | $8.53B | 103 | 2026-06-30 | → |
| 858 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $49.4M | $17.21B | 117 | 2026-06-30 | → |
| 859 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $49.2M | $25.59B | 76 | 2026-05-31 | → |
| 860 | GILMAN HILL ASSET MANAGEMENT, LLC | 143970 | $48.9M | $1.24B | 10 | 2026-03-31 | → |
| 861 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $48.9M | $184.99B | 137 | 2026-06-30 | → |
| 862 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | $48.9M | $4.40B | 13 | 2026-04-30 | → |
| 863 | KINGS PATH PARTNERS LLC | 269876 | $48.8M | $1.53B | 8 | 2026-02-28 | → |
| 864 | PROMETHOS CAPITAL, LLC | 300915 | $48.8M | $1.27B | 6 | 2026-04-30 | → |
| 865 | ENHANCING CAPITAL LLC | 290018 | $48.4M | $368.0M | 4 | 2026-03-31 | → |
| 866 | ALPHAPOINT, INC. | 130115 | $48.3M | $5.56B | 1 | 2026-03-31 | → |
| 867 | FIRST ENDOWMENT DEVELOPMENT CORP | 105335 | $48.3M | $2.80B | 16 | 2026-05-31 | → |
| 868 | FIRST HORIZON ADVISORS, INC | 17117 | $48.2M | $13.62B | 239 | 2025-07-31 | → |
| 869 | MARK ASSET MANAGEMENT LP | 105691 | $48.1M | $1.14B | 9 | 2026-04-30 | → |
| 870 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | 151223 | $47.9M | $2.23B | 0 | 2025-12-31 | → |
| 871 | PHOCAS FINANCIAL CORPORATION | 135470 | $47.8M | $682.7M | 10 | 2026-05-31 | → |
| 872 | ASB CAPITAL MANAGEMENT LLC | 110995 | $47.7M | $36.68B | 62 | 2026-04-30 | → |
| 873 | DOVER PARTNERS INC | 105133 | $47.5M | $508.6M | 4 | 2026-03-31 | → |
| 874 | ARENA INVESTORS, LP | 269854 | $47.4M | $2.99B | 180 | 2026-05-31 | → |
| 875 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $47.4M | $40.25B | 193 | 2026-04-30 | → |
| 876 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $47.3M | $8.01B | 45 | 2026-06-30 | → |
| 877 | G.W. SHERWOLD ASSOCIATES, INC. | 42186 | $47.3M | $572.4M | 3 | 2026-02-28 | → |
| 878 | DSM CAPITAL PARTNERS LLC | 113609 | $47.2M | $7.56B | 25 | 2026-05-31 | → |
| 879 | ANDERSEN TAX LLC | 124205 | $47.1M | $6.35B | 2,061 | 2026-03-31 | → |
| 880 | CLEAR BROOK ADVISORS, INC. | 132045 | $46.8M | $817.8M | 6 | 2026-03-31 | → |
| 881 | THE EDGAR LOMAX COMPANY | 105444 | $46.5M | $1.42B | 8 | 2026-03-31 | → |
| 882 | SHUSTER ADVISORY GROUP, LLC | 170233 | $46.5M | $10.32B | 15 | 2026-05-31 | → |
| 883 | SMITH SHELLNUT WILSON LLC | 106235 | $46.4M | $6.92B | 16 | 2026-06-30 | → |
| 884 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $46.3M | $16.25B | 38 | 2026-05-31 | → |
| 885 | CALLAN LLC | 107687 | $46.2M | $41.94B | 202 | 2026-03-31 | → |
| 886 | INVESTMENT CONSULTING GROUP INC | 106967 | $46.1M | $2.84B | 6 | 2026-03-31 | → |
| 887 | JARISLOWSKY, FRASER LIMITED | 107390 | $46.0M | $38.23B | 225 | 2025-05-31 | → |
| 888 | NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | $46.0M | $8.26B | 26 | 2026-03-31 | → |
| 889 | SIERRA INVESTMENT PARTNERS, INC. | 110954 | $45.9M | $5.50B | 9 | 2026-03-31 | → |
| 890 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 112500 | $45.3M | $8.77B | 27 | 2026-03-31 | → |
| 891 | MARINER INSTITUTIONAL, LLC | 111964 | $45.3M | $2.82B | 148 | 2026-06-30 | → |
| 892 | GALILEI INVESTMENT OFFICE LLP | 319352 | $45.2M | $996.1M | 12 | 2026-03-31 | → |
| 893 | THE DE BURLO GROUP, INC. | 153435 | $45.2M | $1.13B | 6 | 2026-03-31 | → |
| 894 | TAIBER, KOSMALA & ASSOCIATES, LLC | 161703 | $44.8M | $716.7M | 18 | 2026-03-31 | → |
| 895 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $44.4M | $117.24B | 139 | 2026-02-28 | → |
| 896 | MFG FAMILY OFFICE LLC | 324211 | $44.4M | $221.8M | 1 | 2026-03-31 | → |
| 897 | ALLIE FAMILY OFFICE LLC | 307144 | $44.3M | $1.32B | 11 | 2026-03-31 | → |
| 898 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | 285366 | $44.2M | $7.26B | 29 | 2026-03-31 | → |
| 899 | AXIA ADVISORY CORP | 107571 | $44.2M | $1.88B | 4 | 2026-05-31 | → |
| 900 | WHARTON BUSINESS GROUP, LLC | 133722 | $44.1M | $4.57B | 5 | 2026-03-31 | → |
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