Research Report · 2026-06-30
Registered Investment Advisers with Non-US Clients
SEC-registered investment advisers that report non-US clients, ranked by AUM.
Firms
1,000
Total AUM
$68.47T
Median AUM
$3.24B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $5.69T | $5.69T | 1,427 | 2026-03-31 | → |
| 2 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $3.75T | $3.75T | 1,417 | 2026-05-31 | → |
| 3 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $3.67T | $3.67T | 1,968 | 2026-05-31 | → |
| 4 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $3.52T | $3.52T | 3,194 | 2026-06-30 | → |
| 5 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $2.65T | $2.65T | 2,059 | 2026-05-31 | → |
| 6 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $2.20T | $2.20T | 3,760 | 2026-03-31 | → |
| 7 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $1.96T | $1.96T | 29,481 | 2026-06-30 | → |
| 8 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | $1.78T | $1.78T | 32,960 | 2026-06-30 | → |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $1.72T | $1.72T | 946 | 2026-03-31 | → |
| 10 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $1.43T | $1.43T | 1,868 | 2026-03-31 | → |
| 11 | STRATEGIC ADVISERS LLC | 104555 | $1.37T | $1.37T | 17,112 | 2026-03-31 | → |
| 12 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $1.25T | $1.25T | 662 | 2026-06-30 | → |
| 13 | CAPFINANCIAL PARTNERS, LLC | 175112 | $1.24T | $1.24T | 1,841 | 2026-05-31 | → |
| 14 | EDWARD D. JONES & CO., L.P. | 250 | $1.01T | $1.01T | 36,317 | 2026-06-30 | → |
| 15 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $994.99B | $994.99B | 61 | 2026-06-30 | → |
| 16 | UBS FINANCIAL SERVICES INC. | 8174 | $915.79B | $915.79B | 12,524 | 2026-06-30 | → |
| 17 | MELLON INVESTMENTS CORPORATION | 105764 | $873.87B | $873.87B | 98 | 2026-05-31 | → |
| 18 | LPL FINANCIAL LLC | 6413 | $819.12B | $819.12B | 41,879 | 2026-06-30 | → |
| 19 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | $818.78B | $818.78B | 15,424 | 2025-03-31 | → |
| 20 | ALLIANCEBERNSTEIN L.P. | 108477 | $763.40B | $763.40B | 4,204 | 2026-03-31 | → |
| 21 | INVESCO ADVISERS, INC. | 105360 | $749.52B | $749.52B | 2,804 | 2026-06-30 | → |
| 22 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $702.25B | $702.25B | 670 | 2026-06-30 | → |
| 23 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $684.78B | $684.78B | 1,109 | 2026-04-30 | → |
| 24 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $676.69B | $676.69B | 1,589 | 2026-06-30 | → |
| 25 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | $671.42B | $671.42B | 18,895 | 2026-06-30 | → |
| 26 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | $660.47B | $660.47B | 14,056 | 2026-06-30 | → |
| 27 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $621.02B | $621.02B | 611 | 2026-05-31 | → |
| 28 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $614.93B | $614.93B | 532 | 2026-06-30 | → |
| 29 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $588.22B | $588.22B | 574 | 2026-03-31 | → |
| 30 | FRANKLIN ADVISERS, INC. | 104517 | $509.45B | $509.45B | 384 | 2026-05-31 | → |
| 31 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $502.40B | $502.40B | 914 | 2026-05-31 | → |
| 32 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | $500.96B | $500.96B | 16,780 | 2026-06-30 | → |
| 33 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $475.78B | $475.78B | 956 | 2026-05-31 | → |
| 34 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $469.98B | $469.98B | 758 | 2026-06-30 | → |
| 35 | J.P. MORGAN SECURITIES LLC | 79 | $429.69B | $429.69B | 8,703 | 2026-06-30 | → |
| 36 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $427.71B | $427.71B | 1,394 | 2026-05-31 | → |
| 37 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $398.65B | $398.65B | 1,542 | 2026-03-31 | → |
| 38 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $394.07B | $394.07B | 4,322 | 2026-04-30 | → |
| 39 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $390.04B | $390.04B | 9,675 | 2026-06-30 | → |
| 40 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $386.88B | $386.88B | 728 | 2026-03-31 | → |
| 41 | JANUS HENDERSON INVESTORS US LLC | 104652 | $380.43B | $380.43B | 1,013 | 2026-06-30 | → |
| 42 | NISA INVESTMENT ADVISORS, LLC | 107313 | $343.89B | $343.89B | 417 | 2026-03-31 | → |
| 43 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $326.29B | $326.29B | 1,679 | 2026-03-31 | → |
| 44 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $324.65B | $324.65B | 714 | 2026-05-31 | → |
| 45 | RBC CAPITAL MARKETS, LLC | 31194 | $310.43B | $310.43B | 8,781 | 2026-06-30 | → |
| 46 | FIRST TRUST ADVISORS LP | 107027 | $309.24B | $309.24B | 542 | 2026-04-30 | → |
| 47 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $305.98B | $305.98B | 220 | 2026-03-31 | → |
| 48 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $282.71B | $282.71B | 699 | 2026-03-31 | → |
| 49 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $280.48B | $280.48B | 381 | 2026-03-31 | → |
| 50 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $274.95B | $274.95B | 859 | 2026-03-31 | → |
| 51 | LORD, ABBETT & CO. LLC | 110391 | $270.39B | $270.39B | 821 | 2025-12-31 | → |
| 52 | CETERA INVESTMENT ADVISERS LLC | 105644 | $256.81B | $256.81B | 10,251 | 2026-06-30 | → |
| 53 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | $252.25B | $252.25B | 4,047 | 2026-06-30 | → |
| 54 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $240.66B | $240.66B | 588 | 2026-03-31 | → |
| 55 | OSAIC WEALTH, INC. | 23131 | $234.86B | $234.86B | 8,979 | 2026-06-30 | → |
| 56 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $228.04B | $228.04B | 267 | 2026-03-31 | → |
| 57 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $216.43B | $216.43B | 434 | 2026-03-31 | → |
| 58 | JENNISON ASSOCIATES LLC | 107959 | $214.84B | $214.84B | 360 | 2026-03-31 | → |
| 59 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | $212.66B | $212.66B | 4,200 | 2026-05-31 | → |
| 60 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | 105790 | $212.05B | $212.05B | 357 | 2026-03-31 | → |
| 61 | FEDERATED INVESTMENT COUNSELING | 105325 | $207.21B | $207.21B | 213 | 2026-05-31 | → |
| 62 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $199.66B | $199.66B | 452 | 2026-05-31 | → |
| 63 | HIGHTOWER ADVISORS, LLC | 145323 | $198.58B | $198.58B | 1,983 | 2026-05-31 | → |
| 64 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $197.53B | $197.53B | 6,478 | 2026-06-30 | → |
| 65 | EMPOWER ADVISORY GROUP, LLC | 112058 | $195.43B | $195.43B | 8,051 | 2026-06-30 | → |
| 66 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $194.82B | $194.82B | 235 | 2026-06-30 | → |
| 67 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $184.99B | $184.99B | 137 | 2026-06-30 | → |
| 68 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $184.81B | $184.81B | 210 | 2026-01-31 | → |
| 69 | FOCUS PARTNERS WEALTH, LLC | 159289 | $181.86B | $181.86B | 1,915 | 2026-04-30 | → |
| 70 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $174.54B | $174.54B | 222 | 2026-06-30 | → |
| 71 | INSIGHT NORTH AMERICA LLC | 145995 | $171.09B | $171.09B | 238 | 2026-06-30 | → |
| 72 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $169.58B | $169.58B | 464 | 2026-06-30 | → |
| 73 | CORIENT PRIVATE WEALTH LLC | 319448 | $165.25B | $165.25B | 1,537 | 2026-03-31 | → |
| 74 | GQG PARTNERS LLC | 283720 | $163.86B | $163.86B | 227 | 2026-03-31 | → |
| 75 | CERITY PARTNERS LLC | 151559 | $161.68B | $161.68B | 1,529 | 2026-06-30 | → |
| 76 | MACKAY SHIELDS LLC | 107717 | $159.52B | $159.52B | 206 | 2026-04-30 | → |
| 77 | APERIO GROUP, LLC | 111616 | $152.13B | $152.13B | 208 | 2026-04-30 | → |
| 78 | WILSHIRE ADVISORS LLC | 6210 | $149.10B | $149.10B | 307 | 2026-06-30 | → |
| 79 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $144.04B | $144.04B | 778 | 2026-06-30 | → |
| 80 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $139.88B | $139.88B | 15 | 2026-06-30 | → |
| 81 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | $138.69B | $138.69B | 3,527 | 2026-06-30 | → |
| 82 | GOLDMAN SACHS & CO. LLC | 361 | $133.64B | $133.64B | 2,268 | 2026-06-30 | → |
| 83 | MARINER, LLC | 140195 | $125.41B | $125.41B | 1,889 | 2026-03-31 | → |
| 84 | BROWN ADVISORY LLC | 110181 | $124.31B | $124.31B | 782 | 2026-03-31 | → |
| 85 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $122.19B | $122.19B | 1,700 | 2026-06-30 | → |
| 86 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $120.70B | $120.70B | 364 | 2026-03-31 | → |
| 87 | LAZARD ASSET MANAGEMENT LLC | 122836 | $120.52B | $120.52B | 532 | 2026-03-31 | → |
| 88 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $117.24B | $117.24B | 139 | 2026-02-28 | → |
| 89 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $116.17B | $116.17B | 185 | 2026-06-30 | → |
| 90 | MML INVESTORS SERVICES, LLC | 10409 | $115.64B | $115.64B | 6,976 | 2026-05-31 | → |
| 91 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $113.59B | $113.59B | 1,311 | 2026-03-31 | → |
| 92 | JANNEY MONTGOMERY SCOTT LLC | 463 | $110.11B | $110.11B | 2,404 | 2026-06-30 | → |
| 93 | HARRIS ASSOCIATES LP | 106960 | $109.48B | $109.48B | 221 | 2026-03-31 | → |
| 94 | NATIXIS ADVISORS, LLC | 106800 | $108.65B | $108.65B | 412 | 2026-03-31 | → |
| 95 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $105.65B | $105.65B | 477 | 2026-05-31 | → |
| 96 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $104.49B | $104.49B | 212 | 2026-05-31 | → |
| 97 | LSV ASSET MANAGEMENT | 109918 | $104.25B | $104.25B | 45 | 2026-03-31 | → |
| 98 | ROCKEFELLER FINANCIAL LLC | 291361 | $99.60B | $99.60B | 1,005 | 2026-03-31 | → |
| 99 | EATON VANCE MANAGEMENT | 104859 | $97.02B | $97.02B | 219 | 2026-05-31 | → |
| 100 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $96.77B | $96.77B | 102 | 2026-03-31 | → |
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