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 | |
|---|---|---|---|---|---|---|---|
| 501 | SEGALL BRYANT & HAMILL, LLC | 106505 | 5.9% | $22.64B | 161 | 2026-06-30 | → |
| 502 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | 5.8% | $1.90B | 19 | 2026-04-30 | → |
| 503 | MERITAGE PORTFOLIO MANAGEMENT, INC. | 107177 | 5.7% | $2.42B | 18 | 2026-02-28 | → |
| 504 | 1492 CAPITAL MANAGEMENT, LLC | 148566 | 5.4% | $274.6M | 5 | 2026-03-31 | → |
| 505 | EAGLE GLOBAL ADVISORS LLC | 107306 | 5.3% | $3.10B | 24 | 2026-03-31 | → |
| 506 | WORLD INVESTMENT ADVISORS, LLC | 208512 | 5.3% | $56.28B | 413 | 2026-03-31 | → |
| 507 | STACEY BRAUN ASSOCIATES INC | 105056 | 5.3% | $5.50B | 17 | 2026-03-31 | → |
| 508 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | 5.1% | $113.59B | 1,311 | 2026-03-31 | → |
| 509 | LOMBARD ADVISERS INCORPORATED | 108231 | 5% | $669.8M | 41 | 2026-03-31 | → |
| 510 | FEDERATED INVESTMENT COUNSELING | 105325 | 5% | $207.21B | 213 | 2026-05-31 | → |
| 511 | TOWLE & CO | 110862 | 5% | $473.7M | 9 | 2026-06-30 | → |
| 512 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | 4.9% | $8.71B | 24 | 2026-03-31 | → |
| 513 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | 107003 | 4.9% | $1.44B | 9 | 2026-03-31 | → |
| 514 | FAYEZ SAROFIM & CO., LLC | 106584 | 4.9% | $35.07B | 54 | 2026-05-31 | → |
| 515 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | 4.9% | $1.16B | 6 | 2026-03-31 | → |
| 516 | KOOMAN & ASSOCIATES | 322163 | 4.9% | $555.6M | 10 | 2026-03-31 | → |
| 517 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | 4.6% | $28.66B | 37 | 2026-03-31 | → |
| 518 | SANDHILL CAPITAL PARTNERS LLC | 129800 | 4.6% | $2.40B | 22 | 2026-03-31 | → |
| 519 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | 4.6% | $14.73B | 17 | 2026-03-31 | → |
| 520 | AUXIER ASSET MANAGEMENT LLC | 107980 | 4.6% | $946.1M | 11 | 2026-03-31 | → |
| 521 | LAFFER TENGLER INVESTMENTS, INC. | 108068 | 4.5% | $800.1M | 14 | 2026-03-31 | → |
| 522 | ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES | 109766 | 4.5% | $510.9M | 5 | 2026-02-28 | → |
| 523 | NEUBERGER BERMAN CANADA ULC | 284803 | 4.5% | $12.39B | 27 | 2026-04-30 | → |
| 524 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | 4.5% | $21.15B | 63 | 2026-04-30 | → |
| 525 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | 4.3% | $34.91B | 95 | 2026-03-31 | → |
| 526 | PERKINS CAPITAL MANAGEMENT INC | 105028 | 4.1% | $139.0M | 9 | 2026-03-31 | → |
| 527 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | 4.1% | $24.40B | 61 | 2026-03-31 | → |
| 528 | BROWN FINANCIAL MANAGEMENT GROUP, LLC | 282501 | 4.1% | $56.8M | 3 | 2025-02-28 | → |
| 529 | SOUTHERNSUN ASSET MANAGEMENT LLC | 154572 | 4% | $749.4M | 15 | 2026-03-31 | → |
| 530 | ALMANACK INVESTMENT PARTNERS, LLC | 282428 | 4% | $945.9M | 24 | 2026-04-30 | → |
| 531 | HODGES CAPITAL MANAGEMENT INC | 110080 | 4% | $1.24B | 20 | 2025-10-31 | → |
| 532 | ZEVIN ASSET MANAGEMENT, LLC | 165269 | 3.9% | $1.02B | 15 | 2026-03-31 | → |
| 533 | STERLING CAPITAL MANAGEMENT LLC | 135405 | 3.9% | $69.23B | 186 | 2026-03-31 | → |
| 534 | GRYPHON WEALTH, LLC | 339969 | 3.9% | $3.24B | 22 | 2026-05-31 | → |
| 535 | ENDURING WEALTH ADVISORS, LLC | 323320 | 3.9% | $122.8M | 4 | 2026-03-31 | → |
| 536 | PCG ASSET MANAGEMENT, LLC | 148208 | 3.8% | $143.1M | 5 | 2026-03-31 | → |
| 537 | FEDERATED MDTA LLC | 109355 | 3.8% | $25.95B | 21 | 2026-05-31 | → |
| 538 | HARVEST FUND ADVISORS LLC | 154425 | 3.8% | $8.13B | 14 | 2026-03-31 | → |
| 539 | FRANKLIN ADVISERS, INC. | 104517 | 3.8% | $509.45B | 384 | 2026-05-31 | → |
| 540 | INTEGRATED FINANCIAL STRATEGIES, LLC | 165007 | 3.7% | $322.0M | 5 | 2026-06-30 | → |
| 541 | ROTH FINANCIAL PARTNERS LLC | 309814 | 3.7% | $460.1M | 4 | 2026-02-28 | → |
| 542 | PALOUSE CAPITAL MANAGEMENT, INC. | 104573 | 3.6% | $408.5M | 3 | 2026-04-30 | → |
| 543 | ACORN WEALTH ADVISORS, LLC | 170462 | 3.6% | $561.4M | 5 | 2026-06-30 | → |
| 544 | HAVERFORD FINANCIAL SERVICES, INC. | 130007 | 3.5% | $366.4M | 45 | 2026-03-31 | → |
| 545 | WEALTH ADVISORY GROUP, INC. | 122269 | 3.5% | $666.9M | 7 | 2025-10-31 | → |
| 546 | CHURCHILL MANAGEMENT CORP | 109651 | 3.5% | $10.08B | 55 | 2025-07-31 | → |
| 547 | SPARROW CAPITAL MANAGEMENT INC | 106616 | 3.4% | $113.3M | 2 | 2026-03-31 | → |
| 548 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | 3.3% | $18.81B | 140 | 2026-03-31 | → |
| 549 | DEAN INVESTMENT ASSOCIATES, LLC | 104635 | 3.3% | $909.3M | 10 | 2026-03-31 | → |
| 550 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | 3.2% | $49.31B | 133 | 2026-04-30 | → |
| 551 | TEMPLETON INVESTMENT COUNSEL, LLC | 111370 | 3.2% | $4.61B | 31 | 2026-06-30 | → |
| 552 | FOCUS FINANCIAL NETWORK, INC. | 116140 | 3.2% | $6.82B | 189 | 2026-03-31 | → |
| 553 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | 282448 | 3.2% | $1.39B | 77 | 2025-03-31 | → |
| 554 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | 3.2% | $8.93B | 34 | 2026-04-30 | → |
| 555 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 3.1% | $324.65B | 714 | 2026-05-31 | → |
| 556 | CHANNING GLOBAL ADVISORS, LLC | 290893 | 3.1% | $1.11B | 8 | 2026-03-31 | → |
| 557 | ADELANTE CAPITAL MANAGEMENT LLC | 107382 | 3.1% | $1.49B | 10 | 2026-03-31 | → |
| 558 | GRIFFIN ASSET MANAGEMENT, LLC | 104548 | 3.1% | $1.05B | 10 | 2026-02-28 | → |
| 559 | RICE HALL JAMES & ASSOCIATES LLC | 125410 | 3.1% | $1.74B | 23 | 2026-05-31 | → |
| 560 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | 3.1% | $5.68B | 186 | 2026-06-30 | → |
| 561 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | 3.1% | $8.82B | 58 | 2026-03-31 | → |
| 562 | SANCTUARY ADVISORS, LLC | 226606 | 3.1% | $34.88B | 770 | 2026-06-30 | → |
| 563 | GQG PARTNERS LLC | 283720 | 3% | $163.86B | 227 | 2026-03-31 | → |
| 564 | CARRICK LANE LLC | 309148 | 3% | $3.03B | 6 | 2026-03-31 | → |
| 565 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | 117681 | 3% | $2.50B | 26 | 2026-04-30 | → |
| 566 | EP WEALTH ADVISORS, LLC. | 111147 | 3% | $45.15B | 618 | 2026-04-30 | → |
| 567 | ADVISOR PARTNERS II, LLC | 321633 | 3% | $13.91B | 26 | 2026-03-31 | → |
| 568 | DAI WEALTH, LLC | 138938 | 2.9% | $330.0M | 40 | 2026-03-31 | → |
| 569 | AMERICAN WEALTH MANAGEMENT, INC. | 25536 | 2.9% | $310.0M | 10 | 2026-03-31 | → |
| 570 | ON INVESTMENT MANAGEMENT CO | 105662 | 2.9% | $3.15B | 196 | 2026-04-30 | → |
| 571 | THE ITHAKA GROUP, LLC | 146975 | 2.9% | $572.1M | 7 | 2026-03-31 | → |
| 572 | VELA INVESTMENT MANAGEMENT, LLC | 306678 | 2.8% | $562.9M | 29 | 2026-03-31 | → |
| 573 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | 2.6% | $12.27B | 48 | 2025-12-31 | → |
| 574 | BROWN ADVISORY LLC | 110181 | 2.6% | $124.31B | 782 | 2026-03-31 | → |
| 575 | WRIGHT INVESTORS SERVICE INC | 106302 | 2.6% | $1.21B | 22 | 2026-03-31 | → |
| 576 | TWIN CAPITAL MANAGEMENT INC | 104748 | 2.6% | $837.8M | 8 | 2026-03-31 | → |
| 577 | EVERGREEN WEALTH PARTNERS LLC | 335451 | 2.6% | $405.2M | 9 | 2026-03-31 | → |
| 578 | ZWJ INVESTMENT COUNSEL INC | 110397 | 2.6% | $4.23B | 20 | 2026-03-31 | → |
| 579 | WARNKE/NICHOLS LTD. | 112181 | 2.6% | $160.0M | 2 | 2026-02-28 | → |
| 580 | COOPER FINANCIAL GROUP | 111458 | 2.6% | $2.85B | 53 | 2026-06-30 | → |
| 581 | THE AMERIFLEX GROUP, INC. | 305585 | 2.5% | $9.66B | 201 | 2026-03-31 | → |
| 582 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | 2.4% | $702.25B | 670 | 2026-06-30 | → |
| 583 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | 2.4% | $4.65B | 206 | 2026-06-30 | → |
| 584 | W. H. REAVES & CO., INC. | 3140 | 2.4% | $5.94B | 21 | 2026-02-28 | → |
| 585 | TRUEPOINT, INC. | 105664 | 2.4% | $6.39B | 103 | 2026-03-31 | → |
| 586 | WEALTHCREST FINANCIAL SERVICES, LLC | 130049 | 2.4% | $507.5M | 9 | 2026-03-31 | → |
| 587 | NAVELLIER & ASSOCIATES INC | 107568 | 2.3% | $1.10B | 21 | 2026-05-31 | → |
| 588 | WETZEL INVESTMENT ADVISORS, INC. | 305301 | 2.3% | $338.3M | 10 | 2026-03-31 | → |
| 589 | EASTERLY INVESTMENT PARTNERS LLC | 299607 | 2.3% | $2.83B | 27 | 2026-04-30 | → |
| 590 | GAMCO ASSET MANAGEMENT INC. | 104950 | 2.3% | $11.69B | 120 | 2026-03-31 | → |
| 591 | GREAT NORTHERN ASSET MANAGEMENT, INC. | 166788 | 2.2% | $73.1M | 5 | 2026-03-31 | → |
| 592 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | 2.2% | $3.52T | 3,194 | 2026-06-30 | → |
| 593 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | 2.2% | $67.84B | 610 | 2026-06-30 | → |
| 594 | CIM INVESTMENT MANAGEMENT INC | 106292 | 2.2% | $1.28B | 7 | 2026-03-31 | → |
| 595 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | 2.2% | $3.24B | 36 | 2026-03-31 | → |
| 596 | GILMAN HILL ASSET MANAGEMENT, LLC | 143970 | 2.2% | $1.24B | 10 | 2026-03-31 | → |
| 597 | SILVANT CAPITAL MANAGEMENT LLC | 146025 | 2.2% | $3.04B | 8 | 2026-03-31 | → |
| 598 | WHITE PINE CAPITAL LLC | 108417 | 2.2% | $430.6M | 7 | 2026-03-31 | → |
| 599 | SAVANT INVESTMENT ADVISERS, INC. | 121794 | 2.1% | $162.5M | 3 | 2026-02-28 | → |
| 600 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 2.1% | $475.78B | 956 | 2026-05-31 | → |
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