Research Report · 2026-06-30
Registered Investment Advisers with the Highest Wealth Assets per Client
SEC-registered investment advisers ranked by wealth assets / client.
Firms
1,000
Total AUM
$21.44T
Median AUM
$891.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Wealth Assets / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $1.32B | $18.52B | 38 | 2026-03-31 | → |
| 2 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $1.06B | $18.85B | 46 | 2026-04-30 | → |
| 3 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $854.5M | $3.52T | 3,194 | 2026-06-30 | → |
| 4 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $409.1M | $326.70B | 1,116 | 2026-04-30 | → |
| 5 | BT FAMILY OFFICE, LLC | 305713 | $399.7M | $4.00B | 7 | 2026-03-31 | → |
| 6 | CANTERBURY CONSULTING INCORPORATED | 22875 | $397.4M | $45.88B | 64 | 2026-05-31 | → |
| 7 | THE BOLLARD GROUP LLC | 155317 | $380.2M | $6.72B | 29 | 2026-03-31 | → |
| 8 | HALL CAPITAL PARTNERS LLC | 106759 | $303.7M | $50.30B | 175 | 2025-03-31 | → |
| 9 | PINE RIDGE ADVISERS LLC | 296362 | $235.8M | $14.42B | 14 | 2026-03-31 | → |
| 10 | CAMBRIDGE ASSOCIATES LIMITED, LLC | 106003 | $212.8M | $8.20B | 15 | 2026-03-31 | → |
| 11 | VERNAL POINT ADVISORS, LLC | 166587 | $212.3M | $3.94B | 25 | 2026-03-31 | → |
| 12 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $203.4M | $172.62B | 79 | 2026-06-30 | → |
| 13 | SUMMIT ROCK ADVISORS, LP | 144059 | $196.9M | $26.18B | 74 | 2026-03-31 | → |
| 14 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $170.1M | $42.59B | 52 | 2025-12-31 | → |
| 15 | ASPEN GROVE CAPITAL, LLC | 158166 | $166.2M | $6.67B | 22 | 2026-03-31 | → |
| 16 | L 1 GLOBAL WEALTH LLC | 337213 | $165.3M | $2.81B | 4 | 2026-03-31 | → |
| 17 | WEALHOUSE CAPITAL LIMITED PARTNERSHIP | 282931 | $164.0M | $1.63B | 16 | 2026-02-28 | → |
| 18 | W.E. FAMILY OFFICES, LLC | 109869 | $158.5M | $17.75B | 65 | 2026-04-30 | → |
| 19 | FIFTH AVENUE FAMILY OFFICE LLC | 122448 | $148.9M | $1.35B | 7 | 2026-03-31 | → |
| 20 | ARCHPOINT INVESTORS LLC | 151807 | $143.1M | $4.13B | 11 | 2026-03-31 | → |
| 21 | BMO FAMILY OFFICE, LLC | 110264 | $140.3M | $9.99B | 130 | 2026-01-31 | → |
| 22 | ADAMO CAPITAL FAMILY OFFICE LLC | 315653 | $139.5M | $1.12B | 17 | 2026-03-31 | → |
| 23 | WEMBLEY STRATEGIC ADVISORY LLC | 305692 | $136.5M | $695.2M | 2 | 2026-05-31 | → |
| 24 | BBR PARTNERS, LLC | 109688 | $135.8M | $36.49B | 175 | 2026-03-31 | → |
| 25 | PECONIC PARTNERS LLC | 108857 | $130.7M | $2.75B | 12 | 2026-03-31 | → |
| 26 | EAST END ADVISORS, LLC | 147144 | $130.4M | $6.06B | 17 | 2026-04-30 | → |
| 27 | GREYCOURT & CO., INC. | 111936 | $128.0M | $6.61B | 37 | 2026-03-31 | → |
| 28 | OHANA ADVISORS MANAGEMENT, LLC | 158515 | $127.2M | $2.78B | 13 | 2026-05-31 | → |
| 29 | POINT OLEMA CAPITAL PARTNERS, L.P. | 304303 | $125.1M | $2.91B | 9 | 2026-03-31 | → |
| 30 | ASSET RISK CONSULTANTS (UK) LIMITED | 292916 | $124.3M | $1.37B | 15 | 2025-11-30 | → |
| 31 | MACKAY SHIELDS LLC | 107717 | $118.8M | $159.52B | 206 | 2026-04-30 | → |
| 32 | ALLEN INVESTMENT MANAGEMENT, LLC | 124454 | $118.8M | $16.91B | 28 | 2026-03-31 | → |
| 33 | PROWELL FINANCIAL MANAGEMENT, LLC | 281762 | $117.1M | $6.86B | 4 | 2026-03-31 | → |
| 34 | NORTHSIDE CAPITAL MANAGEMENT LLC | 107784 | $115.7M | $6.94B | 17 | 2026-03-31 | → |
| 35 | SAVOIE CAPITAL LLC | 167497 | $109.6M | $1.32B | 3 | 2026-04-30 | → |
| 36 | CANOPY PARTNERS, LLC | 324812 | $108.6M | $869.0M | 7 | 2026-03-31 | → |
| 37 | SAROFIM TRUST CO., LTA | 106590 | $108.4M | $12.96B | 26 | 2026-05-31 | → |
| 38 | STONE TEMPLE PARTNERS LLC | 332833 | $105.6M | $668.7M | 14 | 2026-06-30 | → |
| 39 | LOOMIS CAPITAL MANAGEMENT LP | 333000 | $105.3M | $842.2M | 1 | 2026-04-30 | → |
| 40 | MSA ADVISORS, LLC | 305170 | $105.0M | $9.65B | 34 | 2026-03-31 | → |
| 41 | EHRENKRANZ PARTNERS L.P. | 131728 | $104.4M | $21.54B | 46 | 2026-06-30 | → |
| 42 | ICG ADVISORS, LLC | 148066 | $104.1M | $7.92B | 26 | 2026-05-31 | → |
| 43 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | 282516 | $99.0M | $22.95B | 91 | 2026-03-31 | → |
| 44 | CHERRY CREEK FAMILY OFFICES, LLC | 156310 | $98.6M | $2.02B | 16 | 2026-02-28 | → |
| 45 | CERCANO MANAGEMENT LLC | 315897 | $98.3M | $7.28B | 62 | 2026-06-30 | → |
| 46 | FIDUCIARY TRUST INTERNATIONAL, LLC | 124062 | $97.1M | $7.67B | 50 | 2025-12-31 | → |
| 47 | SUNESIS ADVISORS, LLC | 159114 | $96.5M | $1.48B | 8 | 2026-03-31 | → |
| 48 | HAVENSHARE FINANCIAL, LLC | 167236 | $95.8M | $670.5M | 3 | 2026-04-30 | → |
| 49 | NEPC, LLC | 110562 | $95.4M | $152.72B | 379 | 2026-05-31 | → |
| 50 | LEGACY KNIGHT MFO, LLC | 305927 | $95.2M | $2.85B | 21 | 2026-05-31 | → |
| 51 | JORDAN PARK GROUP LLC | 287755 | $95.0M | $23.26B | 153 | 2026-06-30 | → |
| 52 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $94.0M | $311.70B | 728 | 2026-05-31 | → |
| 53 | QP GLOBAL FAMILY OFFICES, LLC | 294879 | $93.6M | $1.05B | 9 | 2026-03-31 | → |
| 54 | PRIME BUCHHOLZ LLC | 106455 | $92.8M | $14.07B | 127 | 2026-03-31 | → |
| 55 | CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED | 161331 | $91.1M | $10.23B | 28 | 2025-09-30 | → |
| 56 | CV ADVISORS LLC | 164817 | $90.4M | $15.08B | 82 | 2026-04-30 | → |
| 57 | BITTERROOT CAPITAL ADVISORS LLC | 109088 | $89.0M | $1.78B | 7 | 2026-04-30 | → |
| 58 | TAG ASSOCIATES LLC | 116959 | $85.7M | $7.07B | 71 | 2026-06-30 | → |
| 59 | GREENHAVEN ASSOCIATES INC | 104729 | $84.2M | $11.66B | 7 | 2026-02-28 | → |
| 60 | TAILWIND ADVISORS, LLC | 150081 | $83.6M | $1.67B | 12 | 2026-03-31 | → |
| 61 | BATTERY GLOBAL ADVISORS, LLC | 158508 | $79.0M | $8.37B | 38 | 2026-06-30 | → |
| 62 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $77.7M | $1.60T | 7,987 | 2026-06-30 | → |
| 63 | SEVEN POST INVESTMENT OFFICE LP | 157435 | $77.0M | $9.61B | 22 | 2026-03-31 | → |
| 64 | PERMANENS CAPITAL L.P. | 157476 | $74.1M | $4.02B | 17 | 2026-03-31 | → |
| 65 | JASPER RIDGE PARTNERS, L.P. | 144401 | $73.6M | $42.95B | 145 | 2026-03-31 | → |
| 66 | ISLANDBRIDGE CAPITAL LIMITED | 312174 | $73.3M | $1.62B | 16 | 2026-03-31 | → |
| 67 | MARCUARD FAMILY OFFICE LTD | 155003 | $71.7M | $8.66B | 36 | 2026-04-30 | → |
| 68 | AHAKISTA CAPITAL LLC | 337864 | $69.0M | $345.0M | 8 | 2026-03-31 | → |
| 69 | NICHOLAS INVESTMENT PARTNERS, L.P. | 140159 | $67.0M | $1.45B | 12 | 2026-03-31 | → |
| 70 | SYON CAPITAL LLC | 322776 | $67.0M | $4.38B | 17 | 2026-03-31 | → |
| 71 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $66.2M | $144.04B | 778 | 2026-06-30 | → |
| 72 | MACK & CO. PARTNERS, LP | 324218 | $65.8M | $549.0M | 8 | 2026-05-31 | → |
| 73 | GLENEAGLES INVESTMENT ADVISORS, LLC | 312306 | $65.4M | $3.08B | 4 | 2026-03-31 | → |
| 74 | SANTA BARBARA MGMT, LLC | 334801 | $65.3M | $530.2M | 18 | 2026-06-30 | → |
| 75 | MARINER INSTITUTIONAL, LLC | 111964 | $64.2M | $2.82B | 148 | 2026-06-30 | → |
| 76 | STELAC ADVISORY SERVICES LLC | 145103 | $63.7M | $6.29B | 21 | 2026-03-31 | → |
| 77 | MERIDIANA MFO LLC | 306237 | $63.1M | $441.9M | 5 | 2026-04-30 | → |
| 78 | OFFIT CAPITAL ADVISORS LLC | 144474 | $62.4M | $20.60B | 82 | 2026-03-31 | → |
| 79 | SCS CAPITAL MANAGEMENT LLC | 122258 | $61.9M | $48.65B | 213 | 2026-03-31 | → |
| 80 | LEGA Z ADVISORY LLC | 297417 | $61.2M | $428.4M | 1 | 2026-03-31 | → |
| 81 | TWIN FOCUS CAPITAL PARTNERS, LLC | 140522 | $60.1M | $4.58B | 37 | 2026-04-30 | → |
| 82 | VERITA STRATEGIC WEALTH PARTNERS, LLC | 335215 | $59.6M | $1.01B | 9 | 2026-03-31 | → |
| 83 | TIEDEMANN ADVISORS, LLC | 147189 | $59.2M | $31.01B | 182 | 2026-04-30 | → |
| 84 | IWP WEALTH MANAGEMENT LLC | 136314 | $59.1M | $4.32B | 33 | 2026-03-31 | → |
| 85 | AERIE ADVISORY GROUP LLC | 333610 | $58.7M | $618.1M | 12 | 2026-04-30 | → |
| 86 | TORREN MANAGEMENT, LLC | 329263 | $58.5M | $373.5M | 5 | 2026-03-31 | → |
| 87 | TALLWOODS PARTNERS, LLC | 168865 | $57.5M | $569.4M | 2 | 2026-03-31 | → |
| 88 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $57.4M | $30.03B | 56 | 2026-05-31 | → |
| 89 | OCEAN ENDOWMENT PARTNERS, LLC | 154518 | $56.7M | $761.5M | 2 | 2026-03-31 | → |
| 90 | BREED'S HILL CAPITAL LLC | 169314 | $56.5M | $2.24B | 6 | 2025-09-30 | → |
| 91 | VALOR ADVISORS LLC | 171358 | $56.4M | $4.01B | 16 | 2026-06-30 | → |
| 92 | PANDI, LLC | 330112 | $55.0M | $1.38B | 20 | 2026-03-31 | → |
| 93 | CASTELLAN GROUP, LLC | 299363 | $54.2M | $882.2M | 8 | 2026-03-31 | → |
| 94 | HW CAPITAL LLC | 298731 | $53.5M | $321.0M | 2 | 2026-03-31 | → |
| 95 | OAK ROOT LLC | 246788 | $53.5M | $920.0M | 2 | 2026-06-30 | → |
| 96 | CASTLE ROCK ADVISORS LLC | 331429 | $52.9M | $2.38B | 33 | 2026-04-30 | → |
| 97 | DREXEL MORGAN & CO. | 151053 | $50.6M | $607.0M | 4 | 2026-03-31 | → |
| 98 | RESOLUTE ADVISORS LLC | 300326 | $49.3M | $1.91B | 5 | 2026-03-31 | → |
| 99 | DIAPHANUM AMERICAS LLC | 310052 | $48.8M | $1.37B | 10 | 2026-06-30 | → |
| 100 | NORDWAND ADVISORS, LLC | 322936 | $48.3M | $3.97B | 10 | 2026-03-31 | → |
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