Research Report · 2026-06-30
Registered Investment Advisers with the Highest Non-US AUM Share
SEC-registered investment advisers ranked by non-us aum share.
Firms
819
Total AUM
$47.10T
Median AUM
$1.43B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Non-US AUM Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | EQUITY INVESTMENT CORPORATION | 283930 | 77.6% | $3.51B | 27 | 2026-03-31 | → |
| 202 | CAPITAL FINANCIAL PLANNERS, LLC | 310168 | 77.5% | $284.8M | 5 | 2026-03-31 | → |
| 203 | BDFS CAPITAL LLC | 287680 | 76.8% | $411.3M | 9 | 2026-01-31 | → |
| 204 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | 75.7% | $6.72B | 55 | 2026-03-31 | → |
| 205 | LEVEL FOUR CAPITAL MANAGEMENT | 304792 | 75.7% | $1.38B | 9 | 2026-03-31 | → |
| 206 | RICHARD BERNSTEIN ADVISORS LLC | 153577 | 75.5% | $3.79B | 28 | 2026-06-30 | → |
| 207 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | 75.3% | $35.69B | 151 | 2026-05-31 | → |
| 208 | ARCHETYPE ADVISORS, LLC | 156527 | 75% | $260.0M | 4 | 2026-03-31 | → |
| 209 | ARISTOTLE CREDIT PARTNERS, LLC | 169959 | 74.5% | $81.1M | 2 | 2025-10-31 | → |
| 210 | ELCO MANAGEMENT COMPANY, LLC | 137036 | 74.2% | $261.2M | 7 | 2026-05-31 | → |
| 211 | MILLER HOWARD INVESTMENTS INC | 105800 | 73.9% | $3.81B | 34 | 2026-03-31 | → |
| 212 | STRATEGIC ADVISORY SERVICES, LLC | 287984 | 73.6% | $201.2M | 10 | 2026-04-30 | → |
| 213 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | 72.5% | $614.93B | 532 | 2026-06-30 | → |
| 214 | DEW WEALTH MANAGEMENT, LLC | 114148 | 71.4% | $464.7M | 40 | 2026-06-30 | → |
| 215 | KERUX, LLC | 327724 | 71.3% | $428.0M | 2 | 2026-04-30 | → |
| 216 | PERSONALIZED FINANCIAL SOLUTIONS LLC | 306475 | 70.7% | $142.6M | 4 | 2026-01-31 | → |
| 217 | ETF MODEL SOLUTIONS, LLC | 168410 | 70.7% | $18.1M | 14 | 2026-03-31 | → |
| 218 | ELPHINSTONE, INC. | 311264 | 69.9% | $1.4M | 5 | 2026-04-30 | → |
| 219 | CMC FINANCIAL GROUP, LLC | 292413 | 69.8% | $119.3M | 4 | 2026-03-31 | → |
| 220 | CETERA INVESTMENT ADVISERS LLC | 105644 | 69.4% | $256.81B | 10,251 | 2026-06-30 | → |
| 221 | CAPSTAR FINANCIAL SERVICES LLC | 300349 | 68.5% | $207.8M | 4 | 2026-03-31 | → |
| 222 | FEE-ONLY FIDUCIARY ADVISORS LLC | 143329 | 68.5% | $197.0M | 3 | 2026-06-30 | → |
| 223 | GLAZER CAPITAL MANAGEMENT, LLC | 139403 | 68.4% | $120.1M | 5 | 2026-06-30 | → |
| 224 | MOREY & QUINN WEALTH PARTNERS LLC | 332074 | 68.3% | $373.4M | 4 | 2026-04-30 | → |
| 225 | DISHMI CAPITAL, LLC | 336392 | 68% | $215.1M | 4 | 2026-03-31 | → |
| 226 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | 67.6% | $1.63B | 11 | 2026-04-30 | → |
| 227 | WCG WEALTH ADVISORS, LLC | 173194 | 66.6% | $6.28B | 131 | 2026-06-30 | → |
| 228 | REALTA INVESTMENT ADVISORS, INC | 134952 | 66.2% | $385.4M | 61 | 2026-03-31 | → |
| 229 | THE RENN WEALTH MANAGEMENT GROUP, INC. | 117500 | 65.9% | $151.9M | 4 | 2026-02-28 | → |
| 230 | IFC ADVISORS LLC | 332157 | 65.9% | $2.34B | 18 | 2026-03-31 | → |
| 231 | GFS ADVISORS LLC | 143110 | 65.7% | $3.76B | 11 | 2026-03-31 | → |
| 232 | LEWIS FINANCIAL, LLC | 170324 | 65.2% | $133.9M | 3 | 2026-02-28 | → |
| 233 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | 65.1% | $13.76B | 26 | 2026-03-31 | → |
| 234 | TRICAPITAL WEALTH MANAGEMENT, INC. | 118788 | 64.1% | $132.7M | 3 | 2026-03-31 | → |
| 235 | AXECAP INVESTMENTS, LLC | 314674 | 64.1% | $186.6M | 8 | 2026-03-31 | → |
| 236 | CARBON COLLECTIVE INVESTING, LLC | 310129 | 63.7% | $348.4M | 4 | 2026-03-31 | → |
| 237 | NORTHSTAR ASSET MANAGEMENT INC | 107138 | 63.7% | $805.9M | 15 | 2026-03-31 | → |
| 238 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | 63.4% | $33.52B | 549 | 2026-06-30 | → |
| 239 | CLINTON INVESTMENT MANAGEMENT, LLC | 143599 | 63.3% | $3.91B | 14 | 2026-05-31 | → |
| 240 | SIGNATURE EQUITY PARTNERS, LLC | 327455 | 62.8% | $330.6M | 38 | 2026-03-31 | → |
| 241 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | 289178 | 62.2% | $1.45B | 49 | 2026-03-31 | → |
| 242 | IMPERITY WEALTH ALLIANCE LLC | 339113 | 62.1% | $139.7M | 14 | 2026-04-30 | → |
| 243 | ASTOR INVESTMENT MANAGEMENT LLC | 169679 | 61.7% | $198.4M | 6 | 2025-02-28 | → |
| 244 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | 61.5% | $52.78B | 177 | 2026-03-31 | → |
| 245 | A SMARTER WAY TO INVEST, INC. | 166170 | 61% | $150.0M | 7 | 2026-03-31 | → |
| 246 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | 60.8% | $5.20B | 31 | 2025-12-31 | → |
| 247 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 309050 | 60.6% | $1.09B | 12 | 2026-03-31 | → |
| 248 | MARSTONE LLC | 164810 | 60.5% | $2.8M | 21 | 2026-03-31 | → |
| 249 | WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. | 226535 | 60% | $694.3M | 27 | 2026-03-31 | → |
| 250 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | 59.1% | $31.28B | 68 | 2026-06-30 | → |
| 251 | EVESTIA LLC | 313074 | 58.7% | $33.3M | 2 | 2026-04-30 | → |
| 252 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | 57.9% | $12.44B | 333 | 2025-09-30 | → |
| 253 | TCFG INVESTMENT ADVISORS, LLC | 166606 | 57.4% | $639.4M | 27 | 2026-04-30 | → |
| 254 | EMERALD INVESTMENT ADVISERS, LLC | 338769 | 56.7% | $2.26B | 12 | 2026-01-31 | → |
| 255 | CAMBRIDGE FINANCIAL GROUP, INC. | 112254 | 56.4% | $331.3M | 6 | 2026-03-31 | → |
| 256 | HORIZON WEALTH INVESTMENT SOLUTIONS LLC | 333752 | 56.4% | $147.2M | 7 | 2026-05-31 | → |
| 257 | CAPITAL WEALTH PLANNING, LLC | 150764 | 56% | $17.25B | 30 | 2026-03-31 | → |
| 258 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | 55.9% | $469.98B | 758 | 2026-06-30 | → |
| 259 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | 55.8% | $23.32B | 47 | 2026-03-31 | → |
| 260 | FAIRCHILD FINANCIAL ADVISORS, INC. | 165434 | 55.7% | $127.3M | 3 | 2026-03-31 | → |
| 261 | VIRTUS CAPITAL ADVISERS, LLC | 107346 | 55.1% | $1.49B | 0 | 2026-06-30 | → |
| 262 | R. STEWART EADS INVESTMENT COUNSEL, INC. | 105524 | 54.5% | $240.5M | 6 | 2026-03-31 | → |
| 263 | RBC ROCHDALE, LLC | 117198 | 54% | $72.96B | 269 | 2026-05-31 | → |
| 264 | 1832 ASSET MANAGEMENT U.S. INC. | 120836 | 53% | $1.43B | 251 | 2026-05-31 | → |
| 265 | BRAMSHILL INVESTMENTS, LLC | 162492 | 52.5% | $8.14B | 38 | 2026-03-31 | → |
| 266 | IFS GROUP, LLC | 328774 | 52.1% | $240.0M | 6 | 2026-02-28 | → |
| 267 | RUNNING OAK CAPITAL LLC | 286656 | 51.9% | $874.7M | 2 | 2026-05-31 | → |
| 268 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | 149889 | 50.5% | $162.8M | 3 | 2026-03-31 | → |
| 269 | MUTUAL ADVISORS, LLC | 167658 | 49.3% | $8.55B | 208 | 2026-06-30 | → |
| 270 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | 49.2% | $5.01B | 198 | 2026-03-31 | → |
| 271 | SHAPIRO CAPITAL MANAGEMENT LLC | 105581 | 48.6% | $1.97B | 10 | 2026-05-31 | → |
| 272 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | 47.5% | $184.81B | 210 | 2026-01-31 | → |
| 273 | PACIFIC INCOME ADVISERS INC | 104719 | 47.4% | $2.25B | 14 | 2026-06-30 | → |
| 274 | CUMBERLAND ADVISORS, LLC | 107964 | 46.5% | $3.22B | 36 | 2026-02-28 | → |
| 275 | SAGEWOOD ASSET MANAGEMENT LP | 281548 | 46.3% | $2.70B | 7 | 2026-03-31 | → |
| 276 | THE PARTNERS WEALTH MANAGEMENT, LLC | 314816 | 46% | $1.18B | 39 | 2026-06-30 | → |
| 277 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | 45.6% | $11.58B | 64 | 2026-03-31 | → |
| 278 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | 44.5% | $14.59B | 132 | 2026-05-31 | → |
| 279 | STRINGER ASSET MANAGEMENT, LLC | 166133 | 43.6% | $42.2M | 6 | 2025-03-31 | → |
| 280 | WEALTH ADVISORS NETWORK, INC. | 113836 | 43.5% | $300.3M | 8 | 2026-04-30 | → |
| 281 | SIERRA FINANCIAL ADVISORY INCORPORATED | 130934 | 43.1% | $144.9M | 2 | 2026-03-31 | → |
| 282 | RNC CAPITAL MANAGEMENT LLC | 108618 | 42.8% | $5.10B | 63 | 2026-04-30 | → |
| 283 | ORG PARTNERS LLC | 312728 | 42.6% | $772.6M | 24 | 2025-08-31 | → |
| 284 | BG INVESTMENT SERVICES, INC. | 281716 | 42.6% | $868.5M | 7 | 2026-01-31 | → |
| 285 | MADISON INVESTMENT ADVISORS, LLC | 110297 | 40.9% | $13.84B | 92 | 2026-03-31 | → |
| 286 | MISSION FINANCIAL GROUP, LLC | 311876 | 40.7% | $310.9M | 6 | 2026-05-31 | → |
| 287 | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | 293992 | 40% | $129.7M | 3 | 2025-08-31 | → |
| 288 | HANSEATIC MANAGEMENT SERVICES INC | 107110 | 39.7% | $174.0M | 4 | 2026-03-31 | → |
| 289 | ASSET PRESERVATION ADVISORS, LLC | 106741 | 39.5% | $11.05B | 28 | 2026-03-31 | → |
| 290 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | 39.3% | $588.22B | 574 | 2026-03-31 | → |
| 291 | FAI ADVISORS, INC. | 122132 | 39.3% | $302.0M | 11 | 2026-03-31 | → |
| 292 | MANAGED ASSET PORTFOLIOS, LLC | 109574 | 38.7% | $1.27B | 22 | 2026-03-31 | → |
| 293 | ALLISON INVESTMENT MANAGEMENT, LLC | 124645 | 38.2% | $170.4M | 2 | 2026-03-31 | → |
| 294 | SPIDERROCK ADVISORS, LLC | 171992 | 38.2% | $9.83B | 61 | 2026-03-31 | → |
| 295 | NATIONS FINANCIAL GROUP, INC. | 44181 | 38% | $4.77B | 94 | 2026-03-31 | → |
| 296 | FINANCIAL PLANNING FIRST, LLC | 319273 | 37.1% | $113.9M | 3 | 2026-03-31 | → |
| 297 | QUARTZ PARTNERS, LLC | 174327 | 36.8% | $611.9M | 26 | 2026-06-30 | → |
| 298 | SCHARF INVESTMENTS, LLC | 105508 | 36.7% | $4.21B | 23 | 2026-03-31 | → |
| 299 | MARSHFIELD ASSOCIATES, INC. | 150614 | 36.4% | $8.12B | 27 | 2026-03-31 | → |
| 300 | GRAHAM, BORDELON, GOLSON & GILBERT, INC. | 104612 | 36.1% | $420.8M | 4 | 2026-03-31 | → |
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