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 | |
|---|---|---|---|---|---|---|---|
| 501 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | $4.76B | $4.76B | 59 | 2026-06-30 | → |
| 502 | IFG ADVISORY, LLC | 168012 | $4.76B | $4.76B | 187 | 2026-03-31 | → |
| 503 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | 107367 | $4.76B | $4.76B | 79 | 2026-06-30 | → |
| 504 | ACASTA PARTNERS US LLC | 335005 | $4.72B | $4.72B | 4 | 2026-02-28 | → |
| 505 | KLINGENSTEIN, FIELDS & CO., L.P. | 105907 | $4.70B | $4.70B | 39 | 2026-05-31 | → |
| 506 | MENLO EQUITIES V LLC | 162139 | $4.69B | $4.69B | 52 | 2026-05-31 | → |
| 507 | THE CLARIUS GROUP, LLC | 173347 | $4.68B | $4.68B | 35 | 2025-06-30 | → |
| 508 | GRAYPOINT LLC | 135950 | $4.65B | $4.65B | 69 | 2025-10-31 | → |
| 509 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 175100 | $4.62B | $4.62B | 22 | 2026-03-31 | → |
| 510 | QUOTIENT WEALTH PARTNERS, LLC | 326819 | $4.61B | $4.61B | 60 | 2026-04-30 | → |
| 511 | TWIN FOCUS CAPITAL PARTNERS, LLC | 140522 | $4.58B | $4.58B | 37 | 2026-04-30 | → |
| 512 | CORVEX MANAGEMENT LP | 158197 | $4.57B | $4.57B | 16 | 2026-03-31 | → |
| 513 | DWIGHT SECURITIES MANAGEMENT LLC | 174984 | $4.56B | $4.56B | 41 | 2026-04-30 | → |
| 514 | JOHNSON FINANCIAL GROUP LLC | 125101 | $4.53B | $4.53B | 62 | 2026-05-31 | → |
| 515 | OSAIC FS, INC. | 3870 | $4.48B | $4.48B | 655 | 2025-01-31 | → |
| 516 | PARADIGM BIOCAPITAL ADVISORS LP | 312544 | $4.47B | $4.47B | 11 | 2026-05-31 | → |
| 517 | BIENVILLE CAPITAL MANAGEMENT, LLC | 149320 | $4.45B | $4.45B | 27 | 2026-03-31 | → |
| 518 | ADVISORY ALPHA, LLC | 158282 | $4.37B | $4.37B | 66 | 2026-03-31 | → |
| 519 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC | 134332 | $4.34B | $4.34B | 68 | 2026-03-31 | → |
| 520 | NORTHCREST ASSET MANAGEMENT LLC | 300366 | $4.33B | $4.33B | 12 | 2026-03-31 | → |
| 521 | IWP WEALTH MANAGEMENT LLC | 136314 | $4.32B | $4.32B | 33 | 2026-03-31 | → |
| 522 | PALLAS CAPITAL ADVISORS, LLC | 310327 | $4.31B | $4.31B | 28 | 2026-04-30 | → |
| 523 | AARON WEALTH ADVISORS LLC | 298079 | $4.29B | $4.29B | 16 | 2026-05-31 | → |
| 524 | TURTLE CREEK MANAGEMENT, LLC | 140212 | $4.28B | $4.28B | 10 | 2026-03-31 | → |
| 525 | SIRENIA CAPITAL MANAGEMENT LP | 340192 | $4.26B | $4.26B | 13 | 2026-05-31 | → |
| 526 | B. RILEY WEALTH ADVISORS, INC. | 115927 | $4.21B | $4.21B | 268 | 2026-03-31 | → |
| 527 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | $4.20B | $4.20B | 14 | 2026-05-31 | → |
| 528 | SALEM INVESTMENT COUNSELORS INC | 104855 | $4.19B | $4.19B | 18 | 2026-03-31 | → |
| 529 | ESSEX FINANCIAL SERVICES, INC. | 127549 | $4.17B | $4.17B | 46 | 2025-12-31 | → |
| 530 | STEELPEAK WEALTH, LLC | 165168 | $4.15B | $4.15B | 84 | 2026-03-31 | → |
| 531 | IPG INVESTMENT ADVISORS, LLC | 152990 | $4.14B | $4.14B | 39 | 2026-03-31 | → |
| 532 | NWAM, LLC | 147923 | $4.13B | $4.13B | 62 | 2026-03-31 | → |
| 533 | SENVEST MANAGEMENT, LLC | 137312 | $4.12B | $4.12B | 25 | 2026-03-31 | → |
| 534 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | $4.09B | $4.09B | 15 | 2026-06-30 | → |
| 535 | APEXIUM FINANCIAL LP | 283726 | $4.02B | $4.02B | 15 | 2025-10-31 | → |
| 536 | BLUESPRING WEALTH MANAGEMENT, LLC | 152667 | $4.02B | $4.02B | 41 | 2026-06-30 | → |
| 537 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 319062 | $3.99B | $3.99B | 25 | 2026-03-31 | → |
| 538 | BROOKLYN INVESTMENT GROUP, LLC | 316475 | $3.98B | $3.98B | 23 | 2026-03-31 | → |
| 539 | TEAM HEWINS, LLC | 291194 | $3.97B | $3.97B | 29 | 2026-04-30 | → |
| 540 | PANTERA CAPITAL PARTNERS LP | 284342 | $3.96B | $3.96B | 72 | 2026-03-31 | → |
| 541 | STENHAM ASSET MANAGEMENT LIMITED | 164382 | $3.96B | $3.96B | 14 | 2026-06-30 | → |
| 542 | VERNAL POINT ADVISORS, LLC | 166587 | $3.94B | $3.94B | 25 | 2026-03-31 | → |
| 543 | FORZA INVESTMENT GROUP, LP | 329156 | $3.94B | $3.94B | 12 | 2026-05-31 | → |
| 544 | PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD | 166631 | $3.93B | $3.93B | 28 | 2026-06-30 | → |
| 545 | IMA ADVISORY SERVICES, INC. | 112091 | $3.90B | $3.90B | 50 | 2026-05-31 | → |
| 546 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 309550 | $3.88B | $3.88B | 58 | 2026-04-30 | → |
| 547 | PALISADE CAPITAL MANAGEMENT, LP | 104581 | $3.86B | $3.86B | 42 | 2026-05-31 | → |
| 548 | ALKEN ASSET MANAGEMENT LTD | 329119 | $3.80B | $3.80B | 21 | 2026-06-30 | → |
| 549 | HARVEST GLOBAL INVESTMENTS LIMITED | 157964 | $3.79B | $3.79B | 32 | 2026-03-31 | → |
| 550 | ALPHA CUBED INVESTMENTS, LLC | 159347 | $3.78B | $3.78B | 29 | 2026-03-31 | → |
| 551 | NEXT FINANCIAL GROUP, INC. | 46214 | $3.77B | $3.77B | 564 | 2025-08-31 | → |
| 552 | AUSDAL FINANCIAL PARTNERS, INC. | 7995 | $3.73B | $3.73B | 306 | 2026-04-30 | → |
| 553 | ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC | 299542 | $3.73B | $3.73B | 32 | 2026-03-31 | → |
| 554 | PROTERRA INVESTMENT PARTNERS LP | 282051 | $3.71B | $3.71B | 61 | 2026-05-31 | → |
| 555 | THE WELCH GROUP, LLC | 111273 | $3.68B | $3.68B | 28 | 2026-03-31 | → |
| 556 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 166459 | $3.64B | $3.64B | 10 | 2026-03-31 | → |
| 557 | S3 CAPITAL ADVISORS LLC | 322956 | $3.64B | $3.64B | 39 | 2026-01-31 | → |
| 558 | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | 159499 | $3.62B | $3.62B | 22 | 2026-01-31 | → |
| 559 | AXAR CAPITAL MANAGEMENT LP | 217520 | $3.60B | $3.60B | 13 | 2026-06-30 | → |
| 560 | APOLLO MANAGER, LLC | 327828 | $3.56B | $3.56B | 3,564 | 2026-03-31 | → |
| 561 | GREENWICH WEALTH MANAGEMENT LLC | 142820 | $3.52B | $3.52B | 13 | 2026-03-31 | → |
| 562 | WESTERN INTERNATIONAL SECURITIES, INC. | 39262 | $3.51B | $3.51B | 407 | 2025-06-30 | → |
| 563 | LINDBROOK CAPITAL, LLC | 155812 | $3.50B | $3.50B | 10 | 2025-02-28 | → |
| 564 | KATHMERE CAPITAL MANAGEMENT, LLC | 305118 | $3.48B | $3.48B | 24 | 2026-03-31 | → |
| 565 | MORTON CAPITAL MANAGEMENT, LLC | 141250 | $3.47B | $3.47B | 58 | 2026-05-31 | → |
| 566 | DONALDSON CAPITAL MANAGEMENT LLC | 106131 | $3.46B | $3.46B | 68 | 2026-04-30 | → |
| 567 | CARRET ASSET MANAGEMENT, LLC | 131445 | $3.46B | $3.46B | 22 | 2026-06-30 | → |
| 568 | ARVEST INVESTMENTS, INC. | 42057 | $3.44B | $3.44B | 238 | 2026-03-31 | → |
| 569 | CARRONADE CAPITAL MANAGEMENT, LP | 309174 | $3.43B | $3.43B | 17 | 2026-03-31 | → |
| 570 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | $3.42B | $3.42B | 61 | 2026-05-31 | → |
| 571 | LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | $3.40B | $3.40B | 36 | 2026-05-31 | → |
| 572 | WESTFULLER ADVISORS, LLC | 155054 | $3.37B | $3.37B | 23 | 2026-03-31 | → |
| 573 | STOKES FAMILY OFFICE LLC | 300899 | $3.35B | $3.35B | 14 | 2026-04-30 | → |
| 574 | STRATOS INVESTMENT MANAGEMENT, LLC | 283850 | $3.31B | $3.31B | 89 | 2026-06-30 | → |
| 575 | CERTUITY, LLC | 129505 | $3.30B | $3.30B | 35 | 2026-04-30 | → |
| 576 | STRATEGIES WEALTH ADVISORS, LLC | 289913 | $3.29B | $3.29B | 31 | 2026-04-30 | → |
| 577 | MUDRICK CAPITAL MANAGEMENT, LP | 161012 | $3.28B | $3.28B | 35 | 2026-06-30 | → |
| 578 | MEYER HANDELMAN COMPANY LLC | 107309 | $3.24B | $3.24B | 18 | 2026-03-31 | → |
| 579 | LBC CREDIT MANAGEMENT, L.P. | 157628 | $3.24B | $3.24B | 200 | 2026-05-31 | → |
| 580 | LINCOLN ADVISORY GROUP, LLC | 114003 | $3.22B | $3.22B | 11 | 2026-03-31 | → |
| 581 | VISTA CAPITAL PARTNERS, INC. | 114913 | $3.22B | $3.22B | 35 | 2026-03-31 | → |
| 582 | OBERLAND CAPITAL MANAGEMENT LLC | 169109 | $3.22B | $3.22B | 23 | 2026-05-31 | → |
| 583 | M HOLDINGS SECURITIES, INC. | 43285 | $3.21B | $3.21B | 1,442 | 2026-03-31 | → |
| 584 | TRUST ASSET MANAGEMENT LLC | 147379 | $3.21B | $3.21B | 10 | 2026-06-30 | → |
| 585 | PRINCIPLE WEALTH PARTNERS LLC | 290180 | $3.20B | $3.20B | 28 | 2026-06-30 | → |
| 586 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | $3.20B | $3.20B | 66 | 2026-06-30 | → |
| 587 | FOURSIXTHREE CAPITAL LP | 311299 | $3.18B | $3.18B | 19 | 2026-03-31 | → |
| 588 | S.W. MITCHELL CAPITAL LLP | 163494 | $3.13B | $3.13B | 7 | 2026-06-30 | → |
| 589 | WINTHROP ADVISORY GROUP, LLC | 288178 | $3.10B | $3.10B | 40 | 2026-06-30 | → |
| 590 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | $3.10B | $3.10B | 34 | 2026-04-30 | → |
| 591 | SVB WEALTH LLC | 172832 | $3.10B | $3.10B | 73 | 2026-03-31 | → |
| 592 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | $3.09B | $3.09B | 19 | 2026-03-31 | → |
| 593 | ALPHASIMPLEX GROUP, LLC | 128356 | $3.09B | $3.09B | 33 | 2026-03-31 | → |
| 594 | THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | $3.08B | $3.08B | 17 | 2026-03-31 | → |
| 595 | LEUCADIA ASSET MANAGEMENT LLC | 121767 | $3.06B | $3.06B | 33 | 2026-04-30 | → |
| 596 | BERKELEY PARTNERS MANAGEMENT, LLC | 284163 | $3.06B | $3.06B | 57 | 2026-06-30 | → |
| 597 | CREWE ADVISORS LLC | 173920 | $3.05B | $3.05B | 32 | 2026-04-30 | → |
| 598 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 110069 | $3.03B | $3.03B | 31 | 2026-04-30 | → |
| 599 | GIBSON CAPITAL, LLC | 148836 | $3.03B | $3.03B | 17 | 2026-03-31 | → |
| 600 | NEW REPUBLIC CAPITAL, LLC | 310907 | $3.03B | $3.03B | 28 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30