Research Report · 2026-06-30
Registered Investment Advisers Reporting Portfolio Management Services
SEC-registered investment advisers that report providing portfolio management services, ranked by AUM.
Firms
1,000
Total AUM
$87.67T
Median AUM
$11.62B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $11.59B | $11.59B | 28 | 2026-04-30 | → |
| 502 | CURI CAPITAL, LLC | 134249 | $11.58B | $11.58B | 180 | 2026-03-31 | → |
| 503 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $11.58B | $11.58B | 64 | 2026-03-31 | → |
| 504 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | $11.56B | $11.56B | 199 | 2026-03-31 | → |
| 505 | EVERETT HARRIS & CO | 106830 | $11.53B | $11.53B | 18 | 2026-03-31 | → |
| 506 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | $11.42B | $11.42B | 40 | 2026-03-31 | → |
| 507 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $11.41B | $11.41B | 12 | 2026-06-30 | → |
| 508 | FIDUCIARY MANAGEMENT, INC. | 109149 | $11.36B | $11.36B | 25 | 2026-06-30 | → |
| 509 | AB PRIVATE CREDIT INVESTORS LLC | 173027 | $11.36B | $11.36B | 1 | 2026-05-31 | → |
| 510 | PT ASSET MANAGEMENT, LLC | 107619 | $11.35B | $11.35B | 52 | 2026-03-31 | → |
| 511 | HECK CAPITAL ADVISORS, LLC | 143848 | $11.31B | $11.31B | 30 | 2026-03-31 | → |
| 512 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $11.31B | $11.31B | 79 | 2026-06-30 | → |
| 513 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $11.29B | $11.29B | 159 | 2026-06-30 | → |
| 514 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $11.14B | $11.14B | 23 | 2025-09-30 | → |
| 515 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | $11.12B | $11.12B | 67 | 2026-03-31 | → |
| 516 | APELLA CAPITAL, LLC | 171106 | $11.07B | $11.07B | 179 | 2026-06-30 | → |
| 517 | PURE FINANCIAL ADVISORS, LLC | 144316 | $11.05B | $11.05B | 204 | 2026-02-28 | → |
| 518 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $11.05B | $11.05B | 28 | 2026-03-31 | → |
| 519 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | $11.04B | $11.04B | 531 | 2026-03-31 | → |
| 520 | FIFTH THIRD SECURITIES, INC. | 628 | $10.92B | $10.92B | 13,533 | 2026-06-30 | → |
| 521 | MODERN WEALTH MANAGEMENT, LLC | 324624 | $10.90B | $10.90B | 253 | 2026-04-30 | → |
| 522 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $10.88B | $10.88B | 34 | 2026-03-31 | → |
| 523 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $10.79B | $10.79B | 35 | 2026-06-30 | → |
| 524 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $10.79B | $10.79B | 221 | 2026-05-31 | → |
| 525 | GUARDIAN CAPITAL LP | 105078 | $10.68B | $10.68B | 90 | 2026-03-31 | → |
| 526 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $10.66B | $10.66B | 68 | 2026-06-30 | → |
| 527 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | $10.60B | $10.60B | 325 | 2026-06-30 | → |
| 528 | ADVISORY SERVICES NETWORK, LLC | 146051 | $10.60B | $10.60B | 268 | 2026-06-30 | → |
| 529 | JAMES HAMBRO & PARTNERS LLP | 286283 | $10.56B | $10.56B | 166 | 2025-11-30 | → |
| 530 | COOKE & BIELER, L.P. | 113859 | $10.56B | $10.56B | 32 | 2026-03-31 | → |
| 531 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $10.54B | $10.54B | 27 | 2026-05-31 | → |
| 532 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | $10.53B | $10.53B | 52 | 2026-03-31 | → |
| 533 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $10.49B | $10.49B | 30 | 2026-03-31 | → |
| 534 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $10.47B | $10.47B | 42 | 2026-03-31 | → |
| 535 | PINNACLE ASSOCIATES, LTD. | 110631 | $10.39B | $10.39B | 69 | 2026-03-31 | → |
| 536 | JOHNSON WEALTH INC. | 125557 | $10.35B | $10.35B | 142 | 2026-03-31 | → |
| 537 | SHUSTER ADVISORY GROUP, LLC | 170233 | $10.32B | $10.32B | 15 | 2026-05-31 | → |
| 538 | PARALLEL ADVISORS, LLC | 140800 | $10.31B | $10.31B | 137 | 2026-06-30 | → |
| 539 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | $10.25B | $10.25B | 84 | 2026-03-31 | → |
| 540 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $10.25B | $10.25B | 182 | 2026-03-31 | → |
| 541 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $10.24B | $10.24B | 73 | 2026-03-31 | → |
| 542 | CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED | 161331 | $10.23B | $10.23B | 28 | 2025-09-30 | → |
| 543 | CALLAN FAMILY OFFICE, LLC | 317446 | $10.21B | $10.21B | 49 | 2026-03-31 | → |
| 544 | ARIN RISK ADVISORS LLC | 151491 | $10.19B | $10.19B | 11 | 2026-03-31 | → |
| 545 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $10.18B | $10.18B | 32 | 2026-03-31 | → |
| 546 | VALMARK ADVISERS INC | 108050 | $10.17B | $10.17B | 280 | 2026-06-30 | → |
| 547 | SHEPHERD KAPLAN LLC | 128244 | $10.16B | $10.16B | 42 | 2026-03-31 | → |
| 548 | PLANMEMBER SECURITIES CORPORATION | 11869 | $10.12B | $10.12B | 429 | 2026-03-31 | → |
| 549 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $10.12B | $10.12B | 23 | 2025-09-30 | → |
| 550 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $10.12B | $10.12B | 64 | 2026-03-31 | → |
| 551 | FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | $10.10B | $10.10B | 353 | 2026-06-30 | → |
| 552 | OPENARC CORPORATE ADVISORY, LLC | 336837 | $10.09B | $10.09B | 146 | 2026-05-31 | → |
| 553 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | $10.09B | $10.09B | 50 | 2026-03-31 | → |
| 554 | CHURCHILL MANAGEMENT CORP | 109651 | $10.08B | $10.08B | 55 | 2025-07-31 | → |
| 555 | FIDUCIARY COUNSELLING INC | 104753 | $10.06B | $10.06B | 87 | 2026-03-31 | → |
| 556 | CHOATE INVESTMENT ADVISORS LLC | 106109 | $10.05B | $10.05B | 34 | 2026-03-31 | → |
| 557 | HANTZ FINANCIAL SERVICES, INC. | 46047 | $10.00B | $10.00B | 435 | 2026-04-30 | → |
| 558 | BMO FAMILY OFFICE, LLC | 110264 | $9.99B | $9.99B | 130 | 2026-01-31 | → |
| 559 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $9.95B | $9.95B | 18 | 2026-03-31 | → |
| 560 | PLANCORP, LLC | 106599 | $9.94B | $9.94B | 97 | 2026-05-31 | → |
| 561 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | $9.92B | $9.92B | 80 | 2026-06-30 | → |
| 562 | WELCH & FORBES LLC | 115119 | $9.90B | $9.90B | 55 | 2026-05-31 | → |
| 563 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $9.89B | $9.89B | 44 | 2026-06-30 | → |
| 564 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $9.85B | $9.85B | 46 | 2026-03-31 | → |
| 565 | THE CYNOSURE GROUP | 281399 | $9.85B | $9.85B | 71 | 2026-03-31 | → |
| 566 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | 124612 | $9.84B | $9.84B | 24 | 2026-04-30 | → |
| 567 | SPIDERROCK ADVISORS, LLC | 171992 | $9.83B | $9.83B | 61 | 2026-03-31 | → |
| 568 | IHT WEALTH MANAGEMENT LLC | 171481 | $9.80B | $9.80B | 179 | 2026-03-31 | → |
| 569 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $9.80B | $9.80B | 46 | 2025-09-30 | → |
| 570 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $9.75B | $9.75B | 123 | 2026-03-31 | → |
| 571 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | $9.72B | $9.72B | 160 | 2026-05-31 | → |
| 572 | SIGNATUREFD, LLC | 112758 | $9.68B | $9.68B | 130 | 2026-03-31 | → |
| 573 | THE AMERIFLEX GROUP, INC. | 305585 | $9.66B | $9.66B | 201 | 2026-03-31 | → |
| 574 | MSA ADVISORS, LLC | 305170 | $9.65B | $9.65B | 34 | 2026-03-31 | → |
| 575 | SIMPLIFY ASSET MANAGEMENT INC. | 309535 | $9.64B | $9.64B | 45 | 2025-10-31 | → |
| 576 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | $9.61B | $9.61B | 80 | 2026-04-30 | → |
| 577 | SEVEN POST INVESTMENT OFFICE LP | 157435 | $9.61B | $9.61B | 22 | 2026-03-31 | → |
| 578 | HARBOUR INVESTMENTS, INC. | 19258 | $9.60B | $9.60B | 232 | 2026-06-30 | → |
| 579 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $9.60B | $9.60B | 38 | 2026-03-31 | → |
| 580 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $9.57B | $9.57B | 34 | 2026-03-31 | → |
| 581 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | $9.57B | $9.57B | 174 | 2026-05-31 | → |
| 582 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | $9.55B | $9.55B | 79 | 2026-03-31 | → |
| 583 | COMPOSITION WEALTH, LLC | 143483 | $9.47B | $9.47B | 128 | 2026-03-31 | → |
| 584 | WESTWOOD GLOBAL INVESTMENTS LLC | 125012 | $9.47B | $9.47B | 30 | 2026-03-31 | → |
| 585 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $9.45B | $9.45B | 20 | 2026-05-31 | → |
| 586 | GARDNER RUSSO & QUINN LLC | 106114 | $9.45B | $9.45B | 47 | 2026-03-31 | → |
| 587 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | $9.42B | $9.42B | 51 | 2026-03-31 | → |
| 588 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | $9.38B | $9.38B | 209 | 2026-03-31 | → |
| 589 | JOEL ISAACSON & CO., LLC | 152450 | $9.32B | $9.32B | 52 | 2026-03-31 | → |
| 590 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | 111838 | $9.26B | $9.26B | 93 | 2026-03-31 | → |
| 591 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | $9.22B | $9.22B | 200 | 2026-04-30 | → |
| 592 | PROCYON ADVISORS, LLC | 288239 | $9.20B | $9.20B | 76 | 2026-05-31 | → |
| 593 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $9.14B | $9.14B | 54 | 2026-03-31 | → |
| 594 | AMERICANA PARTNERS, LLC | 301354 | $9.10B | $9.10B | 86 | 2026-04-30 | → |
| 595 | H. M. PAYSON & CO. | 2993 | $9.09B | $9.09B | 34 | 2026-03-31 | → |
| 596 | BRADLEY FOSTER & SARGENT INC | 106928 | $9.07B | $9.07B | 61 | 2026-04-30 | → |
| 597 | ALPHACORE CAPITAL LLC | 174346 | $9.03B | $9.03B | 111 | 2026-04-30 | → |
| 598 | HORNOR, TOWNSEND & KENT, LLC | 4031 | $9.01B | $9.01B | 485 | 2026-04-30 | → |
| 599 | SIMON QUICK ADVISORS, LLC | 132330 | $9.01B | $9.01B | 97 | 2026-03-31 | → |
| 600 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $8.98B | $8.98B | 54 | 2026-06-30 | → |
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