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 | |
|---|---|---|---|---|---|---|---|
| 701 | SATHER FINANCIAL GROUP, INC. | 109344 | $2.27B | $2.27B | 9 | 2026-01-31 | → |
| 702 | CORNERSTONE ADVISORY, LLC | 142359 | $2.25B | $2.25B | 19 | 2026-03-31 | → |
| 703 | AVALOR INVESTMENT AG | 283227 | $2.24B | $2.24B | 20 | 2026-02-28 | → |
| 704 | TWELVE POINTS WEALTH MANAGEMENT LLC | 171107 | $2.24B | $2.24B | 25 | 2026-05-31 | → |
| 705 | BREED'S HILL CAPITAL LLC | 169314 | $2.24B | $2.24B | 6 | 2025-09-30 | → |
| 706 | TROLUCE CAPITAL ADVISORS LLC | 313120 | $2.24B | $2.24B | 5 | 2026-05-31 | → |
| 707 | BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION | 107485 | $2.24B | $2.24B | 27 | 2026-05-31 | → |
| 708 | ABSOLUTE INVESTMENT ADVISERS, LLC | 132436 | $2.23B | $2.23B | 16 | 2026-03-31 | → |
| 709 | ARBION LIMITED | 155663 | $2.23B | $2.23B | 32 | 2026-03-31 | → |
| 710 | LBMC INVESTMENT ADVISORS LLC | 108943 | $2.23B | $2.23B | 8 | 2026-03-31 | → |
| 711 | WEALTHQUEST CORPORATION | 141473 | $2.22B | $2.22B | 42 | 2026-03-31 | → |
| 712 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 300282 | $2.22B | $2.22B | 21 | 2026-03-31 | → |
| 713 | E.S. BARR & COMPANY | 107447 | $2.22B | $2.22B | 6 | 2026-03-31 | → |
| 714 | DETALUS ADVISORS, LLC | 117958 | $2.22B | $2.22B | 15 | 2026-03-31 | → |
| 715 | OAKMONT CORPORATION | 112337 | $2.22B | $2.22B | 35 | 2026-03-31 | → |
| 716 | THE INVESTMENT HOUSE LLC | 163493 | $2.20B | $2.20B | 11 | 2026-03-31 | → |
| 717 | RAGA PARTNERS LP | 316791 | $2.20B | $2.20B | 12 | 2026-05-31 | → |
| 718 | GTIS PARTNERS LP | 156798 | $2.19B | $2.19B | 92 | 2026-06-30 | → |
| 719 | NADLER FINANCIAL GROUP, INC. | 122617 | $2.18B | $2.18B | 28 | 2026-03-31 | → |
| 720 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | 149165 | $2.18B | $2.18B | 16 | 2026-06-30 | → |
| 721 | HITE HEDGE ASSET MANAGEMENT LLC | 160173 | $2.18B | $2.18B | 21 | 2026-03-31 | → |
| 722 | CATALIO CAPITAL MANAGEMENT, LP | 310374 | $2.18B | $2.18B | 30 | 2026-03-31 | → |
| 723 | EVOLVE PRIVATE WEALTH, LLC | 333932 | $2.15B | $2.15B | 17 | 2026-06-30 | → |
| 724 | PRIVATE ADVISORY GROUP LLC | 170043 | $2.14B | $2.14B | 31 | 2026-06-30 | → |
| 725 | ETHOS FINANCIAL GROUP, LLC | 321748 | $2.14B | $2.14B | 38 | 2026-03-31 | → |
| 726 | COASTEDGE PARTNERS, LLC | 149685 | $2.14B | $2.14B | 16 | 2026-03-31 | → |
| 727 | KINTEGRAL ADVISORY, LLC | 164160 | $2.14B | $2.14B | 11 | 2026-03-31 | → |
| 728 | NEXT CAPITAL MANAGEMENT LLC | 110793 | $2.14B | $2.14B | 23 | 2026-01-31 | → |
| 729 | GMO SINGAPORE PTE. LIMITED | 169321 | $2.13B | $2.13B | 15 | 2026-03-31 | → |
| 730 | ROUNDVIEW CAPITAL, LLC | 148083 | $2.13B | $2.13B | 13 | 2026-05-31 | → |
| 731 | SIR CAPITAL MANAGEMENT L.P. | 161096 | $2.13B | $2.13B | 17 | 2026-03-31 | → |
| 732 | BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED | 297731 | $2.11B | $2.11B | 9 | 2026-04-30 | → |
| 733 | BRISTLECONE ADVISORS LLC | 109227 | $2.11B | $2.11B | 19 | 2025-07-31 | → |
| 734 | THE WEALTH ALLIANCE, LLC | 305052 | $2.10B | $2.10B | 29 | 2026-04-30 | → |
| 735 | BLUE GROTTO CAPITAL, LLC | 299869 | $2.10B | $2.10B | 6 | 2026-03-31 | → |
| 736 | ALPINE ASSOCIATES MANAGEMENT INC. | 138901 | $2.09B | $2.09B | 26 | 2026-03-31 | → |
| 737 | UNITED ASSET STRATEGIES INC. | 107434 | $2.09B | $2.09B | 33 | 2026-03-31 | → |
| 738 | INDIVISIBLE PARTNERS, LLC | 332431 | $2.08B | $2.08B | 24 | 2026-05-31 | → |
| 739 | HUB INVESTMENT ADVISORS, INC | 164600 | $2.07B | $2.07B | 9 | 2026-01-31 | → |
| 740 | AVESTAR CAPITAL, LLC | 287525 | $2.07B | $2.07B | 16 | 2026-06-30 | → |
| 741 | IC ADVISORY SERVICES, INC. | 140190 | $2.06B | $2.06B | 220 | 2025-03-31 | → |
| 742 | QUENT CAPITAL, LLC | 308203 | $2.05B | $2.05B | 17 | 2026-03-31 | → |
| 743 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 152242 | $2.05B | $2.05B | 24 | 2026-03-31 | → |
| 744 | INSCRIPTION CAPITAL, LLC | 291780 | $2.05B | $2.05B | 20 | 2026-03-31 | → |
| 745 | OPEROSE ADVISORS LLC | 287465 | $2.04B | $2.04B | 20 | 2026-03-31 | → |
| 746 | BRISTOL GROUP INC | 105087 | $2.04B | $2.04B | 13 | 2026-06-30 | → |
| 747 | 8 KNOTS MANAGEMENT, LLC | 305473 | $2.03B | $2.03B | 3 | 2026-03-31 | → |
| 748 | CALLODINE CAPITAL MANAGEMENT, LP | 297115 | $2.03B | $2.03B | 19 | 2026-06-30 | → |
| 749 | FULL SAIL CAPITAL, LLC | 291368 | $2.03B | $2.03B | 15 | 2025-06-30 | → |
| 750 | KEEBECK PARTNERS, LLC | 297496 | $2.03B | $2.03B | 9 | 2026-03-31 | → |
| 751 | AVITY INVESTMENT MANAGEMENT INC. | 104623 | $2.03B | $2.03B | 8 | 2026-06-30 | → |
| 752 | BOSTON FAMILY OFFICE LLC | 107141 | $2.02B | $2.02B | 17 | 2026-03-31 | → |
| 753 | RUSH ISLAND MANAGEMENT, LP | 291275 | $2.02B | $2.02B | 7 | 2026-03-31 | → |
| 754 | MARKS GROUP WEALTH MANAGEMENT, INC. | 148679 | $2.02B | $2.02B | 14 | 2026-03-31 | → |
| 755 | BLACKHILL CAPITAL, INC | 105208 | $2.00B | $2.00B | 4 | 2026-03-31 | → |
| 756 | TRUMBOWER FINANCIAL ADVISORS LLC | 107495 | $1.98B | $1.98B | 11 | 2026-03-31 | → |
| 757 | TIMBERLAND INVESTMENT RESOURCES, LLC | 129663 | $1.98B | $1.98B | 30 | 2026-03-31 | → |
| 758 | JSF FINANCIAL, LLC | 114025 | $1.97B | $1.97B | 27 | 2026-03-31 | → |
| 759 | GREENWOOD GEARHART, LLC | 110379 | $1.97B | $1.97B | 26 | 2026-05-31 | → |
| 760 | BOLDHAVEN MANAGEMENT LLP | 304300 | $1.97B | $1.97B | 12 | 2026-06-30 | → |
| 761 | THE FIDUCIARY GROUP, LLC | 221530 | $1.97B | $1.97B | 18 | 2026-03-31 | → |
| 762 | ZAZOVE ASSOCIATES LLC | 104751 | $1.97B | $1.97B | 21 | 2026-04-30 | → |
| 763 | BELLECAPITAL INTERNATIONAL AG | 158348 | $1.96B | $1.96B | 18 | 2026-03-31 | → |
| 764 | HCR WEALTH ADVISORS | 108676 | $1.96B | $1.96B | 20 | 2026-06-30 | → |
| 765 | EVOLUTION WEALTH ADVISORS, LLC | 285142 | $1.96B | $1.96B | 15 | 2026-03-31 | → |
| 766 | 3EDGE ASSET MANAGEMENT, LP | 282059 | $1.95B | $1.95B | 24 | 2026-04-30 | → |
| 767 | BULLTICK WEALTH MANAGEMENT, LLC | 141588 | $1.95B | $1.95B | 62 | 2026-03-31 | → |
| 768 | VOSS CAPITAL, LP | 158929 | $1.94B | $1.94B | 11 | 2026-03-31 | → |
| 769 | ROSE GROVE CAPITAL MANAGEMENT, LLC | 156572 | $1.94B | $1.94B | 15 | 2026-03-31 | → |
| 770 | LUMENT INVESTMENT MANAGEMENT, LLC | 306487 | $1.94B | $1.94B | 447 | 2026-06-30 | → |
| 771 | CFO4LIFE GROUP, LLC | 287600 | $1.94B | $1.94B | 22 | 2026-06-30 | → |
| 772 | AMI ASSET MANAGEMENT CORP | 110291 | $1.93B | $1.93B | 13 | 2025-11-30 | → |
| 773 | ROSSMORE PRIVATE CAPITAL, LLC | 288453 | $1.92B | $1.92B | 10 | 2026-03-31 | → |
| 774 | MAGNETAR ASSET MANAGEMENT LLC | 285287 | $1.92B | $1.92B | 167 | 2026-03-31 | → |
| 775 | PRIVATE WEALTH PARTNERS, LLC | 133802 | $1.92B | $1.92B | 9 | 2026-03-31 | → |
| 776 | RESOLUTE ADVISORS LLC | 300326 | $1.91B | $1.91B | 5 | 2026-03-31 | → |
| 777 | PEMBROKE MANAGEMENT LTD. | 155405 | $1.91B | $1.91B | 25 | 2026-03-31 | → |
| 778 | MORA CAPITAL MANAGEMENT, LLC | 112221 | $1.90B | $1.90B | 49 | 2026-06-30 | → |
| 779 | JAG CAPITAL MANAGEMENT LLC | 159227 | $1.90B | $1.90B | 21 | 2026-05-31 | → |
| 780 | BROAD BAY CAPITAL MANAGEMENT LP | 284341 | $1.89B | $1.89B | 10 | 2026-03-31 | → |
| 781 | ETON ADVISORS GROUP, LLC | 289395 | $1.89B | $1.89B | 11 | 2026-03-31 | → |
| 782 | NILSINE PARTNERS, LLC | 315694 | $1.88B | $1.88B | 18 | 2026-03-31 | → |
| 783 | SOVRAN ADVISORS, LLC | 329415 | $1.87B | $1.87B | 64 | 2026-03-31 | → |
| 784 | WOLF HILL CAPITAL MANAGEMENT, LP | 306712 | $1.87B | $1.87B | 7 | 2026-03-31 | → |
| 785 | FIRST LONG ISLAND INVESTORS, LLC | 167212 | $1.86B | $1.86B | 24 | 2026-03-31 | → |
| 786 | WINDWARD CAPITAL MANAGEMENT CO | 106908 | $1.86B | $1.86B | 7 | 2026-06-30 | → |
| 787 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 170602 | $1.86B | $1.86B | 91 | 2026-03-31 | → |
| 788 | MONASHEE INVESTMENT MANAGEMENT, LLC | 163148 | $1.86B | $1.86B | 13 | 2026-02-28 | → |
| 789 | COLONIAL TRUST ADVISORS, INC. | 110257 | $1.85B | $1.85B | 28 | 2026-06-30 | → |
| 790 | WEST COAST FINANCIAL, LLC | 104677 | $1.84B | $1.84B | 42 | 2025-03-31 | → |
| 791 | A&M PRIVATE WEALTH PARTNERS, LLC | 331478 | $1.83B | $1.83B | 28 | 2026-03-31 | → |
| 792 | VERSANT CAPITAL MANAGEMENT, INC. | 131692 | $1.81B | $1.81B | 26 | 2026-03-31 | → |
| 793 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 171278 | $1.80B | $1.80B | 22 | 2026-03-31 | → |
| 794 | AUXANO ADVISORS, LLC | 145179 | $1.78B | $1.78B | 15 | 2026-06-30 | → |
| 795 | CAHILL FINANCIAL ADVISORS, INC. | 109890 | $1.77B | $1.77B | 22 | 2026-03-31 | → |
| 796 | MARCO INVESTMENT MANAGEMENT LLC | 108170 | $1.77B | $1.77B | 10 | 2026-06-30 | → |
| 797 | CURATED WEALTH PARTNERS, LLC | 297852 | $1.76B | $1.76B | 12 | 2026-03-31 | → |
| 798 | OPTI CAPITAL MANAGEMENT LP | 292742 | $1.76B | $1.76B | 6 | 2026-03-31 | → |
| 799 | IRONWOOD INVESTMENT COUNSEL, LLC | 110623 | $1.76B | $1.76B | 22 | 2026-03-31 | → |
| 800 | TALOS EURISKO ASSET MANAGEMENT LP | 332873 | $1.76B | $1.76B | 6 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30