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 | |
|---|---|---|---|---|---|---|---|
| 401 | DELPHI MANAGEMENT INC | 106042 | 15.8% | $116.7M | 4 | 2026-03-31 | → |
| 402 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | 15.8% | $2.65B | 15 | 2026-03-31 | → |
| 403 | FULCRUM EQUITY MANAGEMENT, LLC | 159099 | 15.5% | $192.8M | 4 | 2026-06-30 | → |
| 404 | G. A. REPPLE & COMPANY | 17486 | 15.3% | $716.3M | 53 | 2026-03-31 | → |
| 405 | THURSTON SPRINGER ADVISORS, LLC | 299201 | 15.1% | $3.68B | 93 | 2025-11-30 | → |
| 406 | CCM INVESTMENT ADVISERS, LLC | 105743 | 14.7% | $1.55B | 11 | 2026-03-31 | → |
| 407 | WEALTHCARE CAPITAL MANAGEMENT LLC | 111119 | 14.3% | $3.93B | 54 | 2026-05-31 | → |
| 408 | EURO PACIFIC ASSET MANAGEMENT, LLC | 152922 | 14.3% | $2.18B | 14 | 2026-04-30 | → |
| 409 | INTEGRITY WEALTH PARTNERS, LLC | 167314 | 14.2% | $193.9M | 4 | 2026-03-31 | → |
| 410 | RSG INVESTMENTS LLC | 323527 | 14% | $140.5M | 25 | 2026-03-31 | → |
| 411 | SOUND SHORE MANAGEMENT INC | 112379 | 14% | $3.40B | 16 | 2026-04-30 | → |
| 412 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | 109036 | 13.9% | $905.2M | 23 | 2026-05-31 | → |
| 413 | FREEDOM INVESTMENT MANAGEMENT, INC. | 126052 | 13.7% | $568.7M | 9 | 2026-02-28 | → |
| 414 | HILTON CAPITAL MANAGEMENT, LLC | 116357 | 13.7% | $3.16B | 27 | 2026-06-30 | → |
| 415 | CHILTON INVESTMENT SERVICES, LLC | 159306 | 13.6% | $8.15B | 70 | 2026-03-31 | → |
| 416 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | 13.5% | $24.06B | 168 | 2026-05-31 | → |
| 417 | STONEBRIDGE ADVISORS LLC | 134017 | 13.3% | $11.83B | 15 | 2026-03-31 | → |
| 418 | RETIREMENT PLAN ADVISORS, LLC | 122758 | 13.3% | $3.54B | 47 | 2026-03-31 | → |
| 419 | SUNCOAST EQUITY MANAGEMENT, LLC | 108289 | 13.3% | $2.11B | 12 | 2026-03-31 | → |
| 420 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | 159296 | 13.3% | $3.24B | 35 | 2026-05-31 | → |
| 421 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 13.2% | $676.69B | 1,589 | 2026-06-30 | → |
| 422 | CARTER, TERRY & COMPANY, INC. | 16365 | 13.2% | $104.0M | 33 | 2026-03-31 | → |
| 423 | PRINCETON CAPITAL MANAGEMENT LLC | 113926 | 13% | $435.5M | 10 | 2026-04-30 | → |
| 424 | MOODY ALDRICH PARTNERS, LLC | 106920 | 12.9% | $864.3M | 14 | 2026-05-31 | → |
| 425 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | 12.9% | $116.17B | 185 | 2026-06-30 | → |
| 426 | 12TH STREET ASSET MANAGEMENT LLC | 153528 | 12.5% | $621.6M | 5 | 2026-02-28 | → |
| 427 | CAPITAL INSIGHT PARTNERS, LLC | 147165 | 12.4% | $829.6M | 9 | 2025-04-30 | → |
| 428 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 12.3% | $1.72T | 946 | 2026-03-31 | → |
| 429 | HILLSPRING FINANCIAL, INC. | 113938 | 12.2% | $186.0M | 4 | 2026-03-31 | → |
| 430 | REDWOOD WEALTH MANAGEMENT GROUP, LLC | 281741 | 12% | $317.2M | 4 | 2026-03-31 | → |
| 431 | RDA FINANCIAL NETWORK, INC. | 147309 | 11.9% | $675.2M | 17 | 2026-03-31 | → |
| 432 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | 11.9% | $8.25B | 550 | 2026-03-31 | → |
| 433 | THE PINNACLE FINANCIAL GROUP | 164395 | 11.7% | $1.38B | 54 | 2026-03-31 | → |
| 434 | CARRET ASSET MANAGEMENT, LLC | 131445 | 11.7% | $3.46B | 22 | 2026-06-30 | → |
| 435 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 107660 | 11.7% | $2.32B | 14 | 2026-03-31 | → |
| 436 | THE BENDIX FINANCIAL GROUP, INC. | 118999 | 11.5% | $196.6M | 4 | 2026-03-31 | → |
| 437 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | 11.4% | $4.17B | 39 | 2026-03-31 | → |
| 438 | ALPHA CAPITAL MANAGEMENT GROUP LLC | 283624 | 11.3% | $734.4M | 3 | 2026-03-31 | → |
| 439 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | 11.2% | $184.99B | 137 | 2026-06-30 | → |
| 440 | GROESBECK INVESTMENT MANAGEMENT CORP | 106679 | 11.1% | $54.7M | 1 | 2026-03-31 | → |
| 441 | ALTA CAPITAL MANAGEMENT LLC | 106786 | 11% | $1.60B | 19 | 2026-06-30 | → |
| 442 | MATRIX ASSET ADVISORS INC | 107408 | 11% | $1.40B | 12 | 2026-03-31 | → |
| 443 | MONTAG & CALDWELL LLC | 104841 | 10.7% | $577.0M | 14 | 2025-03-31 | → |
| 444 | BRANDES INVESTMENT PARTNERS, LP | 105404 | 10.6% | $40.65B | 149 | 2026-04-30 | → |
| 445 | NOTTINGHAM ADVISORS INC. | 104928 | 10.6% | $1.43B | 11 | 2026-03-31 | → |
| 446 | CYPRESS CAPITAL, LLC | 171266 | 10% | $426.0M | 12 | 2026-03-31 | → |
| 447 | LORD, ABBETT & CO. LLC | 110391 | 10% | $270.39B | 821 | 2025-12-31 | → |
| 448 | YACKTMAN ASSET MANAGEMENT LP | 164420 | 10% | $11.71B | 19 | 2026-03-31 | → |
| 449 | ASPEN WEALTH MANAGEMENT, LLC | 159594 | 10% | $657.8M | 9 | 2026-04-30 | → |
| 450 | WATERLOO CAPITAL, L.P. | 133705 | 10% | $2.26B | 64 | 2026-06-30 | → |
| 451 | ATCAP PARTNERS, LLC | 158214 | 9.9% | $195.5M | 26 | 2026-04-30 | → |
| 452 | APOLLON FINANCIAL, LLC | 321217 | 9.9% | $1.45B | 29 | 2026-06-30 | → |
| 453 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | 9.5% | $9.61B | 80 | 2026-04-30 | → |
| 454 | TRAN CAPITAL MANAGEMENT, L.P. | 107049 | 9.5% | $890.3M | 7 | 2026-02-28 | → |
| 455 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | 9.3% | $6.68B | 30 | 2026-05-31 | → |
| 456 | HARVEY INVESTMENT COMPANY, LLC | 110482 | 9.2% | $1.03B | 4 | 2026-05-31 | → |
| 457 | DENALI ADVISORS, LLC | 110242 | 9.2% | $1.39B | 14 | 2026-03-31 | → |
| 458 | LOBSCOUSER II, LLC | 282953 | 9.1% | $278.8M | 5 | 2026-04-30 | → |
| 459 | HARDING LOEVNER LP | 104543 | 9.1% | $32.06B | 104 | 2026-03-31 | → |
| 460 | STREET CAPITAL PARTNERS, LLC | 309233 | 9% | $238.9M | 4 | 2026-03-31 | → |
| 461 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | 8.9% | $4.06B | 30 | 2026-02-28 | → |
| 462 | ENDEAVOR PRIVATE WEALTH, INC. | 313053 | 8.9% | $595.3M | 13 | 2026-05-31 | → |
| 463 | GARDEN STATE RETIREMENT SPECIALISTS, LLC | 128414 | 8.8% | $109.3M | 3 | 2026-02-28 | → |
| 464 | CONVERGENCE INVESTMENT PARTNERS, LLC | 148472 | 8.7% | $523.6M | 5 | 2026-03-31 | → |
| 465 | EARNEST PARTNERS LLC | 107926 | 8.6% | $42.61B | 47 | 2026-06-30 | → |
| 466 | F/M INVESTMENTS LLC | 304405 | 8.6% | $17.74B | 83 | 2026-03-31 | → |
| 467 | NFJ INVESTMENT GROUP, LLC | 310902 | 8.6% | $2.98B | 9 | 2026-03-31 | → |
| 468 | TEPLITZ FINANCIAL GROUP LLC | 122038 | 8.5% | $131.7M | 2 | 2026-04-30 | → |
| 469 | CCM PARTNERS, LP | 104720 | 8.4% | $6.52B | 48 | 2026-05-31 | → |
| 470 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | 8.3% | $30.25B | 30 | 2026-03-31 | → |
| 471 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | 8.2% | $117.24B | 139 | 2026-02-28 | → |
| 472 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | 8% | $386.88B | 728 | 2026-03-31 | → |
| 473 | ALLIANCEBERNSTEIN L.P. | 108477 | 8% | $763.40B | 4,204 | 2026-03-31 | → |
| 474 | PINION INVESTMENT ADVISORS, LLC | 114556 | 8% | $837.1M | 12 | 2026-05-31 | → |
| 475 | CHILTON CAPITAL MANAGEMENT LLC | 104592 | 7.8% | $2.67B | 32 | 2026-03-31 | → |
| 476 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | 7.6% | $96.77B | 102 | 2026-03-31 | → |
| 477 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | 7.6% | $10.24B | 73 | 2026-03-31 | → |
| 478 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | 7.2% | $38.82B | 405 | 2026-05-31 | → |
| 479 | REINHART PARTNERS, LLC | 106432 | 7.2% | $2.47B | 16 | 2026-05-31 | → |
| 480 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | 7.2% | $3.97B | 29 | 2026-03-31 | → |
| 481 | SHARP WEALTH ADVISORY, LLC | 289325 | 7% | $502.1M | 9 | 2026-03-31 | → |
| 482 | IRONWOOD INVESTMENT MANAGEMENT, LLC | 108467 | 7% | $278.2M | 8 | 2026-03-31 | → |
| 483 | POPULAR SECURITIES, LLC | 8096 | 7% | $2.62B | 91 | 2026-03-31 | → |
| 484 | HAHN CAPITAL MANAGEMENT, LLC | 108911 | 6.9% | $390.0M | 5 | 2026-03-31 | → |
| 485 | GRANITE INVESTMENT PARTNERS, LLC | 150632 | 6.8% | $1.84B | 20 | 2026-03-31 | → |
| 486 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | 6.8% | $29.38B | 120 | 2026-05-31 | → |
| 487 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | 6.6% | $43.54B | 170 | 2026-04-30 | → |
| 488 | MAR VISTA INVESTMENT PARTNERS, LLC | 144906 | 6.4% | $1.12B | 19 | 2026-03-31 | → |
| 489 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | 6.4% | $29.73B | 137 | 2026-05-31 | → |
| 490 | SMH CAPITAL ADVISORS LLC | 108344 | 6.4% | $503.1M | 7 | 2026-03-31 | → |
| 491 | BUCHANAN WEALTH MANAGEMENT, LLC | 316629 | 6.4% | $212.0M | 4 | 2026-03-31 | → |
| 492 | 55I, LLC | 286620 | 6.1% | $36.74B | 86 | 2026-06-30 | → |
| 493 | FRED ALGER MANAGEMENT, LLC | 106750 | 6.1% | $26.14B | 98 | 2026-05-31 | → |
| 494 | 1919 INVESTMENT COUNSEL, LLC | 133370 | 6.1% | $26.04B | 131 | 2026-04-30 | → |
| 495 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | 6% | $28.64B | 35 | 2026-03-31 | → |
| 496 | INGALLS & SNYDER LLC | 2288 | 6% | $7.83B | 92 | 2025-12-31 | → |
| 497 | KARPUS MANAGEMENT INC | 110275 | 6% | $4.01B | 38 | 2026-05-31 | → |
| 498 | TRANSFORM WEALTH, LLC. | 283403 | 6% | $3.38B | 31 | 2025-03-31 | → |
| 499 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | 5.9% | $12.97B | 31 | 2026-05-31 | → |
| 500 | DONALD SMITH & CO., INC. | 104947 | 5.9% | $5.60B | 11 | 2026-03-31 | → |
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