Research Report · 2026-06-30
Registered Investment Advisers Reporting Custody of Client Assets
SEC-registered investment advisers that report custody of client assets, ranked by AUM.
Firms
1,000
Total AUM
$68.90T
Median AUM
$4.77B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | JAMESTOWN, L.P. | 158207 | $7.06B | $7.06B | 233 | 2026-05-31 | → |
| 402 | GLG LLC | 138802 | $7.04B | $7.04B | 29 | 2026-03-31 | → |
| 403 | ONE MADISON GROUP LLC | 320876 | $7.02B | $7.02B | 23 | 2026-03-31 | → |
| 404 | DAKOTA WEALTH, LLC | 297987 | $6.94B | $6.94B | 91 | 2026-03-31 | → |
| 405 | PGIM CUSTOM HARVEST LLC | 290235 | $6.90B | $6.90B | 68 | 2026-05-31 | → |
| 406 | GMT CAPITAL CORP. | 160404 | $6.90B | $6.90B | 19 | 2026-03-31 | → |
| 407 | NAYA CAPITAL MANAGEMENT UK LIMITED | 166159 | $6.88B | $6.88B | 24 | 2026-03-31 | → |
| 408 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | $6.84B | $6.84B | 12 | 2026-06-30 | → |
| 409 | LMCG INVESTMENTS, LLC | 149936 | $6.83B | $6.83B | 46 | 2026-04-30 | → |
| 410 | FOCUS FINANCIAL NETWORK, INC. | 116140 | $6.82B | $6.82B | 189 | 2026-03-31 | → |
| 411 | GLAZER CAPITAL, LLC. | 136932 | $6.81B | $6.81B | 45 | 2026-03-31 | → |
| 412 | RFG ADVISORY, LLC | 158401 | $6.81B | $6.81B | 311 | 2026-06-30 | → |
| 413 | THE BOLLARD GROUP LLC | 155317 | $6.72B | $6.72B | 29 | 2026-03-31 | → |
| 414 | ASPEN GROVE CAPITAL, LLC | 158166 | $6.67B | $6.67B | 22 | 2026-03-31 | → |
| 415 | T. ROWE PRICE (CANADA) INC. | 107290 | $6.55B | $6.55B | 11 | 2026-03-31 | → |
| 416 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | $6.54B | $6.54B | 136 | 2026-03-31 | → |
| 417 | CCM PARTNERS, LP | 104720 | $6.52B | $6.52B | 48 | 2026-05-31 | → |
| 418 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | 139068 | $6.48B | $6.48B | 80 | 2026-03-31 | → |
| 419 | JENSEN INVESTMENT MANAGEMENT INC | 105281 | $6.48B | $6.48B | 36 | 2026-03-31 | → |
| 420 | GREENSPRING ADVISORS, LLC | 132669 | $6.46B | $6.46B | 68 | 2026-06-30 | → |
| 421 | NASSAU GLOBAL CREDIT LLC | 287937 | $6.43B | $6.43B | 16 | 2026-03-31 | → |
| 422 | TETRAGON PARTNERS L.P. | 156040 | $6.40B | $6.40B | 122 | 2026-06-30 | → |
| 423 | OCTOPUS RENEWABLES LTD. | 326704 | $6.40B | $6.40B | 159 | 2025-07-31 | → |
| 424 | ANDERSEN TAX LLC | 124205 | $6.35B | $6.35B | 2,061 | 2026-03-31 | → |
| 425 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC | 158165 | $6.31B | $6.31B | 62 | 2026-03-31 | → |
| 426 | KOVACK ADVISORS, INC. | 140808 | $6.28B | $6.28B | 320 | 2026-04-30 | → |
| 427 | CREATIVEONE WEALTH, LLC | 281213 | $6.25B | $6.25B | 222 | 2026-05-31 | → |
| 428 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 122020 | $6.17B | $6.17B | 20 | 2026-03-31 | → |
| 429 | POLEN CAPITAL CREDIT, LLC | 108468 | $6.13B | $6.13B | 46 | 2026-05-31 | → |
| 430 | SIGMA PLANNING CORPORATION | 110692 | $6.10B | $6.10B | 471 | 2026-05-31 | → |
| 431 | EJF CAPITAL LP | 138854 | $6.10B | $6.10B | 44 | 2026-04-30 | → |
| 432 | HEITMAN CAPITAL MANAGEMENT LLC | 105480 | $6.09B | $6.09B | 280 | 2026-03-31 | → |
| 433 | ENERGY INCOME PARTNERS LLC | 140799 | $6.06B | $6.06B | 21 | 2026-05-31 | → |
| 434 | KCM INVESTMENT ADVISORS, LLC | 109629 | $6.02B | $6.02B | 20 | 2026-03-31 | → |
| 435 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $5.98B | $5.98B | 116 | 2026-03-31 | → |
| 436 | INDEX FUND ADVISORS, INC. | 109143 | $5.93B | $5.93B | 50 | 2026-03-31 | → |
| 437 | RESOURCE MANAGEMENT SERVICE, LLC | 130791 | $5.92B | $5.92B | 149 | 2026-03-31 | → |
| 438 | GELLER ADVISORS LLC | 134062 | $5.91B | $5.91B | 49 | 2025-01-31 | → |
| 439 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | $5.87B | $5.87B | 5 | 2026-03-31 | → |
| 440 | COMPLUS ASSET MANAGEMENT (UK) LIMITED | 329571 | $5.87B | $5.87B | 5 | 2026-03-31 | → |
| 441 | COMPLUS ASSET MANAGEMENT LIMITED | 173003 | $5.87B | $5.87B | 35 | 2026-03-31 | → |
| 442 | COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 319703 | $5.87B | $5.87B | 10 | 2026-03-31 | → |
| 443 | MAYFLOWER FINANCIAL ADVISORS, LLC | 307857 | $5.82B | $5.82B | 33 | 2026-05-31 | → |
| 444 | SYM FINANCIAL CORPORATION | 107517 | $5.81B | $5.81B | 84 | 2026-03-31 | → |
| 445 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | $5.77B | $5.77B | 59 | 2026-05-31 | → |
| 446 | AQUAMARINE FINANCIAL (CAYMAN) LTD | 335337 | $5.76B | $5.76B | 5 | 2026-06-30 | → |
| 447 | OBRA CAPITAL MANAGEMENT, LLC. | 155231 | $5.75B | $5.75B | 132 | 2026-04-30 | → |
| 448 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | $5.68B | $5.68B | 186 | 2026-06-30 | → |
| 449 | KLINGMAN AND ASSOCIATES, LLC | 125618 | $5.66B | $5.66B | 25 | 2026-05-31 | → |
| 450 | SEPIO CAPITAL, LP | 285645 | $5.64B | $5.64B | 31 | 2026-04-30 | → |
| 451 | VIVALDI CAPITAL MANAGEMENT LP | 160150 | $5.64B | $5.64B | 68 | 2026-04-30 | → |
| 452 | BRAVE WARRIOR ADVISORS, LLC | 108894 | $5.64B | $5.64B | 6 | 2026-04-30 | → |
| 453 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | $5.64B | $5.64B | 130 | 2026-06-30 | → |
| 454 | STRATOS WEALTH ADVISORS LLC | 283816 | $5.57B | $5.57B | 170 | 2026-06-30 | → |
| 455 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $5.52B | $5.52B | 17 | 2026-03-31 | → |
| 456 | 71 WEST CAPITAL PARTNERS, LLC | 338756 | $5.51B | $5.51B | 10 | 2026-06-30 | → |
| 457 | CRESCENT GROVE ADVISORS, LLC | 170912 | $5.50B | $5.50B | 34 | 2026-03-31 | → |
| 458 | WALDRON PRIVATE WEALTH, LLC | 131063 | $5.50B | $5.50B | 70 | 2026-03-31 | → |
| 459 | INTEGRITY ALLIANCE, LLC | 139627 | $5.41B | $5.41B | 400 | 2026-05-31 | → |
| 460 | QUADRANT CAPITAL GROUP LLC | 147253 | $5.40B | $5.40B | 26 | 2026-02-28 | → |
| 461 | SILVER ROCK FINANCIAL LP | 283335 | $5.38B | $5.38B | 31 | 2026-03-31 | → |
| 462 | WESTERN WEALTH MANAGEMENT LLC | 283545 | $5.36B | $5.36B | 98 | 2026-06-30 | → |
| 463 | DAVID VAUGHAN INVESTMENTS, LLC | 105990 | $5.33B | $5.33B | 48 | 2026-03-31 | → |
| 464 | FAMILY MANAGE LLC | 104951 | $5.31B | $5.31B | 23 | 2026-04-30 | → |
| 465 | BIP WEALTH, LLC | 143208 | $5.29B | $5.29B | 88 | 2026-06-30 | → |
| 466 | PROFICIO CAPITAL PARTNERS LLC | 269931 | $5.27B | $5.27B | 23 | 2026-04-30 | → |
| 467 | VENTURE VISIONARY PARTNERS LLC | 304237 | $5.24B | $5.24B | 46 | 2026-03-31 | → |
| 468 | ZIMMER PARTNERS, LP | 165684 | $5.24B | $5.24B | 32 | 2026-04-30 | → |
| 469 | SKYE GLOBAL MANAGEMENT LP | 283493 | $5.21B | $5.21B | 7 | 2026-03-31 | → |
| 470 | GENTRUST, LLC | 158369 | $5.20B | $5.20B | 40 | 2026-03-31 | → |
| 471 | KRILOGY FINANCIAL LLC | 149046 | $5.20B | $5.20B | 103 | 2026-03-31 | → |
| 472 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | $5.16B | $5.16B | 223 | 2026-06-30 | → |
| 473 | RADCLIFFE CAPITAL MANAGEMENT, L.P. | 136028 | $5.14B | $5.14B | 22 | 2026-03-31 | → |
| 474 | TECTONIC ADVISORS LLC | 139713 | $5.14B | $5.14B | 6 | 2026-03-31 | → |
| 475 | RNC CAPITAL MANAGEMENT LLC | 108618 | $5.10B | $5.10B | 63 | 2026-04-30 | → |
| 476 | PENNINGTON PARTNERS & CO., LLC | 282688 | $5.09B | $5.09B | 36 | 2026-04-30 | → |
| 477 | BAKER AVENUE ASSET MANAGEMENT, LP | 132657 | $5.09B | $5.09B | 57 | 2026-06-30 | → |
| 478 | CARRINGTON CAPITAL MANAGEMENT, LLC | 130813 | $5.08B | $5.08B | 43 | 2026-03-31 | → |
| 479 | FIRST FOUNDATION ADVISORS | 106075 | $5.06B | $5.06B | 53 | 2026-06-30 | → |
| 480 | DAYMARK WEALTH PARTNERS, LLC | 320878 | $5.04B | $5.04B | 40 | 2026-02-28 | → |
| 481 | LUXOR CAPITAL GROUP, LP | 138253 | $5.04B | $5.04B | 39 | 2026-06-30 | → |
| 482 | TFO FAMILY OFFICE PARTNERS, LLC | 159440 | $5.04B | $5.04B | 88 | 2026-06-30 | → |
| 483 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $5.02B | $5.02B | 46 | 2026-03-31 | → |
| 484 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | $5.01B | $5.01B | 49 | 2025-03-31 | → |
| 485 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $5.01B | $5.01B | 198 | 2026-03-31 | → |
| 486 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | $4.98B | $4.98B | 67 | 2026-03-31 | → |
| 487 | GULF INTERNATIONAL BANK (UK) LIMITED | 281609 | $4.98B | $4.98B | 117 | 2026-03-31 | → |
| 488 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $4.97B | $4.97B | 45 | 2026-06-30 | → |
| 489 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | $4.96B | $4.96B | 38 | 2026-05-31 | → |
| 490 | DESTINATION WEALTH MANAGEMENT | 110365 | $4.95B | $4.95B | 68 | 2026-04-30 | → |
| 491 | HAMILTON CAPITAL, LLC | 109116 | $4.94B | $4.94B | 90 | 2026-04-30 | → |
| 492 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | $4.93B | $4.93B | 103 | 2026-05-31 | → |
| 493 | G10 LLC | 322876 | $4.91B | $4.91B | 49 | 2026-05-31 | → |
| 494 | TACONIC CAPITAL ADVISORS L.P. | 137295 | $4.86B | $4.86B | 47 | 2026-03-31 | → |
| 495 | HERITAGE WEALTH ADVISORS, LLC | 137484 | $4.86B | $4.86B | 36 | 2026-05-31 | → |
| 496 | ENCOMPASS CAPITAL ADVISORS LLC | 160113 | $4.84B | $4.84B | 19 | 2026-04-30 | → |
| 497 | CONTRARIAN CAPITAL MANAGEMENT LLC | 109979 | $4.79B | $4.79B | 47 | 2026-03-31 | → |
| 498 | LONGPOINT PARTNERS LP | 283800 | $4.79B | $4.79B | 32 | 2026-03-31 | → |
| 499 | PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | $4.79B | $4.79B | 22 | 2025-03-31 | → |
| 500 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | $4.78B | $4.78B | 106 | 2026-05-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30