Research Report · 2026-06-30
Most Institutional-Focused Registered Investment Advisers
SEC-registered investment advisers ranked by the share of reported client-type assets tied to institutional clients.
Firms
1,000
Total AUM
$14.47T
Median AUM
$1.21B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Share↕ | Segment Assets↕ | AUM↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | ANCORA RETIREMENT PLAN ADVISORS, LLC | 31256 | 99.9% | $1.53B | $1.53B | 2026-03-31 | → |
| 302 | CAPITAL ADVISORS GROUP, INC | 112000 | 99.9% | $23.01B | $23.03B | 2026-03-31 | → |
| 303 | OPTIMUM QUANTVEST CORPORATION | 301469 | 99.9% | $694.6M | $695.1M | 2026-03-31 | → |
| 304 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | 99.9% | $3.02B | $3.03B | 2026-03-31 | → |
| 305 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 310106 | 99.9% | $844.1M | $844.8M | 2026-02-28 | → |
| 306 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | 99.9% | $111.63B | $111.72B | 2026-03-31 | → |
| 307 | FINANCIAL INTEGRITY ADVISORS, LLC | 130458 | 99.9% | $3.96B | $3.96B | 2026-03-31 | → |
| 308 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | 165895 | 99.9% | $2.83B | $2.83B | 2026-04-30 | → |
| 309 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | 99.9% | $17.48B | $17.50B | 2026-03-31 | → |
| 310 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | 99.9% | $76.09B | $76.17B | 2026-03-31 | → |
| 311 | PENTEGRA INVESTORS, INC. | 111503 | 99.9% | $5.60B | $5.60B | 2026-05-31 | → |
| 312 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | 114922 | 99.9% | $2.84B | $2.84B | 2026-03-31 | → |
| 313 | RETIREMENT WELLNESS GROUP LLC | 297255 | 99.9% | $525.9M | $526.6M | 2026-03-31 | → |
| 314 | MERCURY ADVISORY, LLC | 308960 | 99.9% | $17.92B | $17.94B | 2026-05-31 | → |
| 315 | ARIS INVESTING LLC | 325320 | 99.9% | $3.31B | $3.31B | 2026-06-30 | → |
| 316 | SPECIALIZED RETIREMENT CONSULTANTS LLC | 317027 | 99.8% | $186.2M | $186.6M | 2026-02-28 | → |
| 317 | UNIWEALTH ADVISORS, INC. | 138009 | 99.8% | $372.4M | $373.2M | 2026-03-31 | → |
| 318 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | 99.8% | $10.07B | $10.09B | 2026-03-31 | → |
| 319 | UX WEALTH PARTNERS LLC | 308983 | 99.8% | $1.86B | $1.87B | 2026-06-30 | → |
| 320 | TOWNSQUARE CAPITAL, LLC | 288576 | 99.7% | $18.03B | $18.07B | 2026-03-31 | → |
| 321 | LAFISE GLOBAL ADVISORS LLC | 331244 | 99.7% | $697.1M | $699.0M | 2026-03-31 | → |
| 322 | COMPOUND GLOBAL ADVISORS, LLC | 318889 | 99.7% | $1.19B | $1.19B | 2026-03-31 | → |
| 323 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | 99.7% | $80.86B | $81.09B | 2026-03-31 | → |
| 324 | ASYMMETRIC CAPITAL MANAGEMENT, LLC. | 285739 | 99.7% | $230.5M | $231.2M | 2026-03-31 | → |
| 325 | OASIS INVESTMENT STRATEGIES LLC | 152957 | 99.7% | $5.71B | $5.73B | 2026-03-31 | → |
| 326 | HERMES GPE LLP | 151848 | 99.7% | $8.85B | $8.88B | 2026-03-31 | → |
| 327 | FIDUCIARY ADVISORS, LLC | 104189 | 99.7% | $518.5M | $520.2M | 2026-03-31 | → |
| 328 | BUCK GLOBAL, LLC | 108695 | 99.7% | $47.44B | $47.61B | 2025-03-31 | → |
| 329 | PIVOTAL ADVISORS LLC | 310612 | 99.6% | $1.06B | $1.07B | 2026-03-31 | → |
| 330 | MEOW ADVISORY, LLC | 321099 | 99.6% | $1.37B | $1.38B | 2026-02-28 | → |
| 331 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | 99.6% | $25.74B | $25.84B | 2026-03-31 | → |
| 332 | PROMETHOS CAPITAL, LLC | 300915 | 99.6% | $1.27B | $1.27B | 2026-04-30 | → |
| 333 | SAVVY LABS INC | 322453 | 99.6% | $118.4M | $118.9M | 2026-03-31 | → |
| 334 | PINNACLE PENSION CONSULTANTS LLC | 133442 | 99.6% | $2.16B | $2.17B | 2026-03-31 | → |
| 335 | FIDUCIARY EXPERTS LLC | 146721 | 99.5% | $981.2M | $985.8M | 2026-05-31 | → |
| 336 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | 99.5% | $88.36B | $88.78B | 2026-04-30 | → |
| 337 | COHALO ADVISORY LLC | 297315 | 99.5% | $1.34B | $1.35B | 2026-04-30 | → |
| 338 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | 99.5% | $182.61B | $183.53B | 2026-03-31 | → |
| 339 | NORTHSTAR FIDUCIARY PARTNERS, LLC | 284994 | 99.5% | $1.27B | $1.27B | 2026-04-30 | → |
| 340 | PARKWAY ADVISORS, L.P. | 112629 | 99.5% | $4.11B | $4.13B | 2026-03-31 | → |
| 341 | AMICORP WEALTH SERVICES LLC | 319247 | 99.5% | $187.5M | $188.5M | 2026-03-31 | → |
| 342 | HARBOR ADVISORS LLC | 312432 | 99.4% | $846.8M | $851.7M | 2026-02-28 | → |
| 343 | SAPIENCE INVESTMENTS, LLC | 284720 | 99.4% | $183.6M | $184.7M | 2025-03-31 | → |
| 344 | JULEX CAPITAL MANAGEMENT, LLC | 166053 | 99.4% | $245.2M | $246.7M | 2026-02-28 | → |
| 345 | MONORAIL SECURITIES LLC | 285309 | 99.3% | $386.1M | $388.7M | 2026-03-31 | → |
| 346 | FUND EVALUATION GROUP, LLC | 121658 | 99.3% | $23.69B | $23.86B | 2026-03-31 | → |
| 347 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | 99.3% | $4.94B | $4.97B | 2026-04-30 | → |
| 348 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | 99.3% | $27.29B | $27.49B | 2026-03-31 | → |
| 349 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | 99.3% | $19.52B | $19.66B | 2026-06-30 | → |
| 350 | FREEDOM FIDUCIARIES LLC | 323673 | 99.2% | $580.2M | $584.6M | 2026-06-30 | → |
| 351 | SUNSTATE WEALTH MANAGEMENT LLC | 317453 | 99.2% | $208.2M | $209.8M | 2026-05-31 | → |
| 352 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | 285366 | 99.2% | $7.20B | $7.26B | 2026-03-31 | → |
| 353 | DISCIPLINA CAPITAL MANAGEMENT, LLC | 167295 | 99.2% | $3.03B | $3.06B | 2026-03-31 | → |
| 354 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | 99.2% | $106.44B | $107.29B | 2026-03-31 | → |
| 355 | FAIRCOURT PARTNERS, LLC | 295508 | 99.1% | $3.09B | $3.12B | 2026-05-31 | → |
| 356 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | 313457 | 99% | $830.0M | $838.0M | 2026-03-31 | → |
| 357 | PEIRCE PARK GROUP INC. | 118655 | 99% | $312.7M | $315.7M | 2026-05-31 | → |
| 358 | 40/86 ADVISORS, INC. | 107740 | 99% | $30.20B | $30.50B | 2026-04-30 | → |
| 359 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | 99% | $8.44B | $8.52B | 2026-05-31 | → |
| 360 | PRUDENTIAL SELECT STRATEGIES LLC | 286153 | 99% | $22.55B | $22.78B | 2026-03-31 | → |
| 361 | TILLER PARTNERS, LLC | 170429 | 99% | $258.8M | $261.5M | 2026-03-31 | → |
| 362 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | 99% | $24.18B | $24.42B | 2026-03-31 | → |
| 363 | MULHOLLAND WEALTH ADVISORS, LLC | 282408 | 99% | $605.5M | $611.7M | 2026-04-30 | → |
| 364 | PENSION CONSULTANTS INC | 113914 | 98.9% | $5.37B | $5.42B | 2026-03-31 | → |
| 365 | POINTOAK RETIREMENT ADVISORS, LLC | 314866 | 98.9% | $1.07B | $1.08B | 2026-03-31 | → |
| 366 | ALLIANT RETIREMENT SERVICES, LLC | 167970 | 98.8% | $7.29B | $7.37B | 2026-04-30 | → |
| 367 | MUTIMA CAPITAL MANAGEMENT LLC | 284629 | 98.8% | $333.3M | $337.4M | 2026-03-31 | → |
| 368 | CDAM (UK) LTD | 169319 | 98.8% | $942.2M | $953.7M | 2026-06-30 | → |
| 369 | ADVANCED PORTFOLIO MANAGEMENT, LLC | 138769 | 98.7% | $2.66B | $2.70B | 2026-03-31 | → |
| 370 | DUPONT CAPITAL MANAGEMENT CORP | 107145 | 98.7% | $9.96B | $10.09B | 2026-01-31 | → |
| 371 | TIAA KASPICK, LLC | 104554 | 98.7% | $8.62B | $8.74B | 2026-06-30 | → |
| 372 | HAYS FINANCIAL GROUP, LLC | 306877 | 98.7% | $7.35B | $7.45B | 2026-03-31 | → |
| 373 | BAC CAPITAL ADVISORS LLC | 116816 | 98.6% | $297.2M | $301.2M | 2026-03-31 | → |
| 374 | E.P.G., INCORPORATED | 106821 | 98.6% | $3.16B | $3.20B | 2026-03-31 | → |
| 375 | BTC CAPITAL MANAGEMENT, INC. | 127158 | 98.6% | $4.54B | $4.60B | 2026-03-31 | → |
| 376 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | 98.6% | $61.80B | $62.67B | 2026-05-31 | → |
| 377 | OAK CITY CONSULTING, LLC | 162220 | 98.6% | $1.41B | $1.43B | 2026-03-31 | → |
| 378 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | 98.6% | $36.98B | $37.50B | 2026-03-31 | → |
| 379 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | 98.6% | $21.62B | $21.93B | 2026-03-31 | → |
| 380 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | 98.5% | $23.10B | $23.44B | 2026-04-30 | → |
| 381 | BILL OPP FIXED INCOME ADVISORY SERVICE, LLC | 150087 | 98.5% | $305.0M | $309.8M | 2026-01-31 | → |
| 382 | BROAD REACH CAPITAL LLC | 144686 | 98.4% | $177.7M | $180.5M | 2026-05-31 | → |
| 383 | IMPACTASSETS CAPITAL PARTNERS PB LLC | 317840 | 98.4% | $4.87B | $4.95B | 2026-06-30 | → |
| 384 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | 98.4% | $24.47B | $24.86B | 2026-03-31 | → |
| 385 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | 98.4% | $24.05B | $24.44B | 2026-03-31 | → |
| 386 | MAS ADVISORS LLC | 165906 | 98.4% | $2.51B | $2.56B | 2026-03-31 | → |
| 387 | ARKA CAPITAL A.M. LTD | 339997 | 98.4% | $259.5M | $263.8M | 2026-06-30 | → |
| 388 | SEAVIEW INVESTMENT MANAGERS LLC | 300155 | 98.4% | $1.35B | $1.37B | 2026-05-31 | → |
| 389 | CLEARWATER ADVISORS, LLC | 116865 | 98.3% | $4.57B | $4.65B | 2026-05-31 | → |
| 390 | ALPHA INVESTMENT CONSULTING GROUP, LLC | 139721 | 98.3% | $701.4M | $713.6M | 2026-03-31 | → |
| 391 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | 161684 | 98.3% | $6.24B | $6.35B | 2026-05-31 | → |
| 392 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | 98.2% | $5.76B | $5.87B | 2026-03-31 | → |
| 393 | CONCURRENT ASSET MANAGEMENT, LLC | 330657 | 98.2% | $2.44B | $2.49B | 2026-06-30 | → |
| 394 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | 98.2% | $28.83B | $29.35B | 2026-03-31 | → |
| 395 | GUGGENHEIM INVESTMENT ADVISORS, LLC | 108263 | 98.2% | $825.9M | $840.9M | 2026-03-31 | → |
| 396 | MIDLAND WEALTH ADVISORS, LLC | 324997 | 98.2% | $3.10B | $3.16B | 2026-04-30 | → |
| 397 | CAPSHIFT ADVISORS, LLC | 309860 | 98.2% | $616.4M | $628.0M | 2026-03-31 | → |
| 398 | CAUSEY PUBLIC FINANCE LLC | 332123 | 98.2% | $422.9M | $430.9M | 2026-03-31 | → |
| 399 | CONNING, INC. | 107423 | 98.1% | $104.92B | $106.90B | 2026-03-31 | → |
| 400 | LEATHERBACK INVESTMENTS LLC | 299608 | 98.1% | $166.5M | $169.6M | 2026-03-31 | → |
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