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 | |
|---|---|---|---|---|---|---|---|
| 301 | SOLIDARITY WEALTH, LLC | 315843 | 35.1% | $704.2M | 12 | 2026-03-31 | → |
| 302 | COORDINATED FINANCIAL SERVICES, INC. | 147881 | 34.8% | $427.3M | 4 | 2026-03-31 | → |
| 303 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | 34.8% | $3.10B | 34 | 2026-04-30 | → |
| 304 | DORSEY, WRIGHT & ASSOCIATES, LLC | 104925 | 34.7% | $1.01B | 25 | 2026-04-30 | → |
| 305 | SAGE ADVISORY SERVICES LTD CO | 106236 | 34.5% | $28.43B | 58 | 2026-03-31 | → |
| 306 | CONNORS INVESTOR SERVICES INC | 106993 | 34.4% | $1.28B | 10 | 2026-03-31 | → |
| 307 | SMITH GROUP ASSET MANAGEMENT, LLC | 313265 | 34.4% | $2.21B | 14 | 2026-03-31 | → |
| 308 | BARD FINANCIAL SERVICES, INC. | 110017 | 33.8% | $639.4M | 6 | 2025-03-31 | → |
| 309 | ADVISORY RESEARCH INC | 108254 | 32.8% | $991.3M | 14 | 2026-03-31 | → |
| 310 | BAROMETER CAPITAL MANAGEMENT INC. | 156409 | 32.8% | $737.0M | 25 | 2026-04-30 | → |
| 311 | PINNACLE WEALTH ADVISORS | 132634 | 32% | $936.5M | 6 | 2025-03-31 | → |
| 312 | BERKSHIRE ASSET MANAGEMENT, LLC | 145463 | 31.4% | $2.79B | 11 | 2026-03-31 | → |
| 313 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | 31.2% | $684.78B | 1,109 | 2026-04-30 | → |
| 314 | PHASE III ADVISORY SERVICES, LTD | 122959 | 31.1% | $210.9M | 3 | 2026-04-30 | → |
| 315 | GOODHAVEN CAPITAL MANAGEMENT, LLC | 156032 | 30.9% | $405.3M | 5 | 2026-03-31 | → |
| 316 | LEEWARD INVESTMENTS, LLC | 312557 | 30.6% | $2.87B | 14 | 2026-03-31 | → |
| 317 | BUSEY CAPITAL MANAGEMENT, INC. | 128044 | 29.8% | $493.8M | 22 | 2026-03-31 | → |
| 318 | KESSLER INVESTMENT GROUP, LLC | 153696 | 29.7% | $359.7M | 8 | 2026-03-31 | → |
| 319 | L & S ADVISORS, INC | 140923 | 29.6% | $1.16B | 15 | 2026-06-30 | → |
| 320 | ANCHOR CAPITAL ADVISORS LLC | 105540 | 29.3% | $2.37B | 42 | 2026-03-31 | → |
| 321 | WELLESLEY ASSET MANAGEMENT, INC. | 116176 | 29.3% | $1.99B | 30 | 2026-03-31 | → |
| 322 | WALSH & ASSOCIATES, LLC | 144441 | 29.3% | $827.7M | 15 | 2026-03-31 | → |
| 323 | ALIGN FINANCIAL, LLC | 309238 | 29.1% | $433.7M | 5 | 2026-04-30 | → |
| 324 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | 28.8% | $18.30B | 27 | 2026-03-31 | → |
| 325 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | 28.7% | $4.20B | 9 | 2026-03-31 | → |
| 326 | EAGLE ASSET MANAGEMENT INC | 110653 | 27.7% | $60.65B | 77 | 2026-06-30 | → |
| 327 | ADVISORS ASSET MANAGEMENT, INC. | 46727 | 27.5% | $2.21B | 255 | 2026-03-31 | → |
| 328 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | 27.3% | $12.20B | 103 | 2026-03-31 | → |
| 329 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | 27.1% | $8.98B | 54 | 2026-06-30 | → |
| 330 | FIRST LIGHT ASSET MANAGEMENT, LLC | 168899 | 26.7% | $1.41B | 14 | 2026-03-31 | → |
| 331 | CL WEALTH MANAGEMENT LLC | 134922 | 26.3% | $733.6M | 42 | 2026-03-31 | → |
| 332 | ROCKEFELLER & CO. LLC | 294197 | 26.3% | $36.76B | 602 | 2026-03-31 | → |
| 333 | BRISTOL GATE CAPITAL PARTNERS INC. | 175139 | 26.1% | $1.51B | 22 | 2026-05-31 | → |
| 334 | RIVERBRIDGE PARTNERS LLC | 108074 | 26% | $5.03B | 46 | 2026-03-31 | → |
| 335 | NAPLES ASSET MANAGEMENT CO., LLC | 133978 | 25.8% | $404.3M | 11 | 2026-06-30 | → |
| 336 | ADVISORY SERVICES NETWORK, LLC | 146051 | 25.7% | $10.60B | 268 | 2026-06-30 | → |
| 337 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | 25.4% | $19.78B | 103 | 2025-12-31 | → |
| 338 | SAPPHIRE STAR CAPITAL LLC | 226665 | 25.4% | $142.2M | 2 | 2026-03-31 | → |
| 339 | FOYSTON, GORDON & PAYNE INC. | 121591 | 25.1% | $5.96B | 46 | 2026-05-31 | → |
| 340 | RAYMOND JAMES (USA) LTD | 25853 | 25.1% | $1.99B | 175 | 2026-06-30 | → |
| 341 | OSAIC WEALTH, INC. | 23131 | 24.7% | $234.86B | 8,979 | 2026-06-30 | → |
| 342 | WEDGEWOOD PARTNERS, INC. | 21923 | 24.5% | $560.7M | 10 | 2026-03-31 | → |
| 343 | NATIXIS ADVISORS, LLC | 106800 | 24.1% | $108.65B | 412 | 2026-03-31 | → |
| 344 | JAMES INVESTMENT RESEARCH INC | 110433 | 24.1% | $1.21B | 15 | 2026-05-31 | → |
| 345 | CYRUS J. LAWRENCE LLC | 174034 | 24% | $591.5M | 7 | 2025-04-30 | → |
| 346 | DAVIS SELECTED ADVISERS LP | 108674 | 23.7% | $30.12B | 121 | 2026-03-31 | → |
| 347 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | 23.7% | $280.48B | 381 | 2026-03-31 | → |
| 348 | BLUECHIP WEALTH ADVISORS LLC | 150008 | 23.6% | $666.4M | 8 | 2026-03-31 | → |
| 349 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | 23.5% | $39.36B | 134 | 2026-03-31 | → |
| 350 | GOODMAN ADVISORY GROUP, LLC | 285637 | 23.5% | $415.5M | 8 | 2026-03-31 | → |
| 351 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | 23.2% | $9.89B | 44 | 2026-06-30 | → |
| 352 | WPG ADVISERS, LLC | 291708 | 23.2% | $360.9M | 6 | 2026-03-31 | → |
| 353 | UHLER VERTICH WHITE ADVISORS, LLC | 130716 | 23.1% | $513.7M | 11 | 2026-04-30 | → |
| 354 | APERIO GROUP, LLC | 111616 | 22.1% | $152.13B | 208 | 2026-04-30 | → |
| 355 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 129963 | 22% | $1.10B | 9 | 2026-03-31 | → |
| 356 | DANA INVESTMENT ADVISORS INC | 105879 | 21.7% | $6.08B | 60 | 2026-03-31 | → |
| 357 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | 111144 | 21.4% | $565.5M | 5 | 2026-03-31 | → |
| 358 | DEARBORN PARTNERS L.L.C. | 108147 | 21.4% | $2.74B | 24 | 2026-03-31 | → |
| 359 | LEGACY WEALTH ASSET MANAGEMENT, LLC | 306732 | 21.2% | $546.0M | 14 | 2026-03-31 | → |
| 360 | DIVIDEND ASSETS CAPITAL, LLC | 129973 | 21.2% | $540.8M | 7 | 2026-03-31 | → |
| 361 | JAG CAPITAL MANAGEMENT LLC | 159227 | 20.6% | $1.90B | 21 | 2026-05-31 | → |
| 362 | THOMAS J. HERZFELD ADVISORS, INC. | 108369 | 20.6% | $890.4M | 15 | 2026-03-31 | → |
| 363 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | 20.5% | $14.89B | 56 | 2026-03-31 | → |
| 364 | THE RENAISSANCE GROUP LLC | 105916 | 20.1% | $2.91B | 19 | 2026-04-30 | → |
| 365 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | 20% | $7.00B | 39 | 2026-06-30 | → |
| 366 | VALUEWORKS LLC | 116850 | 19.9% | $577.3M | 6 | 2026-04-30 | → |
| 367 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | 19.8% | $54.28B | 88 | 2026-03-31 | → |
| 368 | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. | 135832 | 19.6% | $416.5M | 5 | 2026-03-31 | → |
| 369 | FLP WEALTH MANAGEMENT, LLC | 294277 | 19.4% | $169.1M | 3 | 2026-04-30 | → |
| 370 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | 19.3% | $36.11B | 128 | 2026-03-31 | → |
| 371 | SYMPHONY FINANCIAL, LTD. CO. | 171816 | 18.9% | $1.35B | 26 | 2026-04-30 | → |
| 372 | L.M. KOHN & COMPANY | 27913 | 18.8% | $2.09B | 85 | 2025-04-30 | → |
| 373 | TRILLIUM ASSET MANAGEMENT, LLC | 110901 | 18.8% | $4.31B | 53 | 2026-03-31 | → |
| 374 | DSM CAPITAL PARTNERS LLC | 113609 | 18.6% | $7.56B | 25 | 2026-05-31 | → |
| 375 | FIERA CAPITAL INC. | 113638 | 18.5% | $17.28B | 95 | 2026-03-31 | → |
| 376 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | 126514 | 18.5% | $382.0M | 56 | 2026-03-31 | → |
| 377 | GREAT LAKES ADVISORS, LLC | 110757 | 18.3% | $16.16B | 84 | 2026-05-31 | → |
| 378 | FINANCIAL COUNSELORS INC | 106398 | 18.1% | $1.47B | 22 | 2026-03-31 | → |
| 379 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | 18% | $43.00B | 225 | 2026-03-31 | → |
| 380 | BROOKMONT CAPITAL MANAGEMENT, LLC | 145475 | 18% | $910.5M | 4 | 2026-03-31 | → |
| 381 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | 17.8% | $862.7M | 8 | 2026-03-31 | → |
| 382 | CAMBIAR INVESTORS, LLC | 115093 | 17.7% | $2.92B | 28 | 2026-03-31 | → |
| 383 | DANIEL KRUG & ASSOCIATES, INC. | 298532 | 17.6% | $145.1M | 7 | 2026-03-31 | → |
| 384 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | 143608 | 17.2% | $2.45B | 39 | 2026-05-31 | → |
| 385 | ESTABROOK CAPITAL MANAGEMENT LLC | 128856 | 17.2% | $933.3M | 10 | 2026-03-31 | → |
| 386 | VISION INVESTMENT ADVISORS, LLC | 109621 | 17.2% | $137.4M | 9 | 2026-05-31 | → |
| 387 | CORTLAND ASSOCIATES INC | 104681 | 17% | $958.0M | 7 | 2026-03-31 | → |
| 388 | PALISADE CAPITAL MANAGEMENT, LP | 104581 | 17% | $3.86B | 42 | 2026-05-31 | → |
| 389 | CHICKASAW CAPITAL MANAGEMENT, LLC | 127398 | 17% | $2.55B | 19 | 2026-04-30 | → |
| 390 | R SQUARED BM LLC | 308920 | 16.9% | $3.35B | 15 | 2026-03-31 | → |
| 391 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | 16.8% | $14.20B | 79 | 2026-03-31 | → |
| 392 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | 16.7% | $5.60B | 20 | 2026-03-31 | → |
| 393 | MWA FINANCIAL SERVICES, INC. | 112630 | 16.7% | $640.0M | 721 | 2026-05-31 | → |
| 394 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | 16.6% | $10.79B | 35 | 2026-06-30 | → |
| 395 | CONCORDE ASSET MANAGEMENT, LLC | 140367 | 16.6% | $598.4M | 76 | 2026-03-31 | → |
| 396 | APPLETON PARTNERS, INC. | 110049 | 16.5% | $12.55B | 59 | 2026-03-31 | → |
| 397 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 109767 | 16.3% | $701.7M | 7 | 2026-05-31 | → |
| 398 | ATEGENOS CAPITAL, LLC | 326708 | 15.9% | $1.07B | 13 | 2026-03-31 | → |
| 399 | SCHOLTZ & COMPANY, L.L.C. | 107363 | 15.9% | $340.5M | 7 | 2026-03-31 | → |
| 400 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | 15.9% | $35.80B | 45 | 2026-03-31 | → |
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