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 | |
|---|---|---|---|---|---|---|---|
| 901 | APEIRON RIA LLC | 289273 | $852.0M | $852.0M | 17 | 2026-05-31 | → |
| 902 | AVENIR CORPORATION | 110545 | $849.3M | $849.3M | 6 | 2026-03-31 | → |
| 903 | BARRY INVESTMENT ADVISORS, LLC | 144955 | $846.8M | $846.8M | 12 | 2026-03-31 | → |
| 904 | LINCOLN CAPITAL, LLC | 168307 | $844.8M | $844.8M | 9 | 2026-03-31 | → |
| 905 | LIGHTHOUSE WEALTH STRATEGIES, LLC | 299334 | $844.4M | $844.4M | 13 | 2026-03-31 | → |
| 906 | INLIGHT WEALTH MANAGEMENT, LLC | 289908 | $843.3M | $843.3M | 6 | 2026-03-31 | → |
| 907 | TWIN CAPITAL MANAGEMENT INC | 104748 | $837.8M | $837.8M | 8 | 2026-03-31 | → |
| 908 | PINION INVESTMENT ADVISORS, LLC | 114556 | $837.1M | $837.1M | 12 | 2026-05-31 | → |
| 909 | KFA PRIVATE WEALTH GROUP, LLC | 281678 | $830.0M | $830.0M | 11 | 2026-03-31 | → |
| 910 | CAPITAL INSIGHT PARTNERS, LLC | 147165 | $829.6M | $829.6M | 9 | 2025-04-30 | → |
| 911 | WALSH & ASSOCIATES, LLC | 144441 | $827.7M | $827.7M | 15 | 2026-03-31 | → |
| 912 | FORTIS GROUP ADVISORS LLC | 290427 | $822.4M | $822.4M | 29 | 2026-03-31 | → |
| 913 | GRATUS WEALTH ADVISORS LLC | 328641 | $822.2M | $822.2M | 9 | 2026-05-31 | → |
| 914 | FLC CAPITAL ADVISORS | 111822 | $822.2M | $822.2M | 9 | 2026-04-30 | → |
| 915 | PREMIER FINANCIAL GROUP INC | 107314 | $819.9M | $819.9M | 17 | 2026-03-31 | → |
| 916 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | 142897 | $815.4M | $815.4M | 6 | 2026-03-31 | → |
| 917 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | 114465 | $811.5M | $811.5M | 9 | 2026-03-31 | → |
| 918 | CAPITAL INNOVATIONS, LLC | 145329 | $806.7M | $806.7M | 4 | 2026-03-31 | → |
| 919 | NORTHSTAR ASSET MANAGEMENT INC | 107138 | $805.9M | $805.9M | 15 | 2026-03-31 | → |
| 920 | ROOF EIDAM MAYCOCK PERALTA LLC | 106696 | $804.9M | $804.9M | 10 | 2026-02-28 | → |
| 921 | CIM, LLC | 132136 | $804.3M | $804.3M | 12 | 2026-03-31 | → |
| 922 | EAGLECLAW CAPITAL MANAGEMENT LLC | 134045 | $803.3M | $803.3M | 4 | 2025-09-30 | → |
| 923 | PSI ADVISORS, LLC | 285880 | $800.9M | $800.9M | 22 | 2026-03-31 | → |
| 924 | LAFFER TENGLER INVESTMENTS, INC. | 108068 | $800.1M | $800.1M | 14 | 2026-03-31 | → |
| 925 | CREEKMUR ASSET MANAGEMENT, LLC | 306903 | $800.0M | $800.0M | 36 | 2026-03-31 | → |
| 926 | FINANCIAL FOCUS LLC | 282177 | $800.0M | $800.0M | 8 | 2026-01-31 | → |
| 927 | RELEVANT WEALTH ADVISORS, LLC | 1489 | $799.0M | $799.0M | 4 | 2026-03-31 | → |
| 928 | FOLGER NOLAN FLEMING DOUGLAS INCORPORATED | 319 | $797.4M | $797.4M | 44 | 2026-03-31 | → |
| 929 | FORTRESS WEALTH PLANNING, LLC | 307618 | $793.9M | $793.9M | 6 | 2026-03-31 | → |
| 930 | BEAU VENTURES, LLC | 336355 | $792.7M | $792.7M | 3 | 2026-03-31 | → |
| 931 | XP ADVISORY US, INC. | 173779 | $792.3M | $792.3M | 34 | 2026-04-30 | → |
| 932 | CRESTA ADVISORS, LTD. | 169641 | $786.0M | $786.0M | 12 | 2026-03-31 | → |
| 933 | AMERANT INVESTMENTS, INC. | 117284 | $782.4M | $782.4M | 35 | 2026-04-30 | → |
| 934 | DSG CAPITAL ADVISORS, LLC | 332056 | $780.3M | $780.3M | 10 | 2026-03-31 | → |
| 935 | GLOBAL VIEW CAPITAL MANAGEMENT LLC | 158292 | $775.2M | $775.2M | 122 | 2026-05-31 | → |
| 936 | ORG PARTNERS LLC | 312728 | $772.6M | $772.6M | 24 | 2025-08-31 | → |
| 937 | DRUCKER WEALTH 3.0, LLC | 328909 | $771.2M | $771.2M | 12 | 2026-05-31 | → |
| 938 | PROFESSIONAL FINANCIAL ADVISORS, LLC | 173719 | $769.8M | $769.8M | 12 | 2026-06-30 | → |
| 939 | HENNION & WALSH ASSET MANAGEMENT, INC. | 126236 | $768.8M | $768.8M | 75 | 2026-03-31 | → |
| 940 | KRAFT, DAVIS & ASSOCIATES, LLC | 175085 | $768.5M | $768.5M | 13 | 2026-05-31 | → |
| 941 | SHAH CAPITAL MANAGEMENT, INC | 133941 | $768.0M | $768.0M | 4 | 2026-02-28 | → |
| 942 | BUFFALO BUSINESS & ESTATE SERVICES LTD | 337303 | $764.9M | $764.9M | 15 | 2026-01-31 | → |
| 943 | JEPPSON WEALTH MANAGEMENT, LLC | 305552 | $763.2M | $763.2M | 7 | 2026-03-31 | → |
| 944 | SFG WEALTH MANAGEMENT, LLC | 285785 | $760.2M | $760.2M | 19 | 2026-04-30 | → |
| 945 | HUGHES FINANCIAL SERVICES, LLC | 173195 | $759.8M | $759.8M | 12 | 2026-02-28 | → |
| 946 | HARVEST INVESTMENT SERVICES, LLC | 159390 | $758.4M | $758.4M | 38 | 2026-05-31 | → |
| 947 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | 121399 | $758.1M | $758.1M | 15 | 2026-05-31 | → |
| 948 | TOTAL CLARITY WEALTH MANAGEMENT, INC | 142728 | $755.4M | $755.4M | 26 | 2026-03-31 | → |
| 949 | SWEENEY & MICHEL, LLC | 282595 | $752.6M | $752.6M | 3 | 2026-03-31 | → |
| 950 | EWA, LLC | 308977 | $750.7M | $750.7M | 14 | 2026-02-28 | → |
| 951 | TILSON FINANCIAL GROUP INC | 110890 | $750.6M | $750.6M | 9 | 2026-02-28 | → |
| 952 | VERDE CAPITAL MANAGEMENT, INC. | 147179 | $749.8M | $749.8M | 16 | 2026-02-28 | → |
| 953 | SOUTHERNSUN ASSET MANAGEMENT LLC | 154572 | $749.4M | $749.4M | 15 | 2026-03-31 | → |
| 954 | PAX FINANCIAL GROUP, LLC | 284164 | $747.1M | $747.1M | 22 | 2026-06-30 | → |
| 955 | TILLMAN HARTLEY LLC | 109479 | $746.3M | $746.3M | 5 | 2026-03-31 | → |
| 956 | SUMMIT INVESTMENT ADVISORY SERVICES, LLC | 168594 | $745.8M | $745.8M | 11 | 2026-02-28 | → |
| 957 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 121484 | $742.5M | $742.5M | 12 | 2026-06-30 | → |
| 958 | GRADIENT CAPITAL ADVISORS, LLC | 168912 | $742.2M | $742.2M | 7 | 2026-02-28 | → |
| 959 | ALLEGHENY INVESTMENTS | 7597 | $742.1M | $742.1M | 21 | 2026-05-31 | → |
| 960 | NICHOLAS WEALTH, LLC | 282635 | $739.8M | $739.8M | 19 | 2026-04-30 | → |
| 961 | BAROMETER CAPITAL MANAGEMENT INC. | 156409 | $737.0M | $737.0M | 25 | 2026-04-30 | → |
| 962 | ALPHA CAPITAL MANAGEMENT GROUP LLC | 283624 | $734.4M | $734.4M | 3 | 2026-03-31 | → |
| 963 | GIRARD PENSION SERVICES, LLC | 117901 | $733.8M | $733.8M | 15 | 2026-03-31 | → |
| 964 | CL WEALTH MANAGEMENT LLC | 134922 | $733.6M | $733.6M | 42 | 2026-03-31 | → |
| 965 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 299595 | $732.2M | $732.2M | 8 | 2026-03-31 | → |
| 966 | LESKO SECURITIES, INC. | 10091 | $728.5M | $728.5M | 22 | 2026-03-31 | → |
| 967 | WEALTHSTAR ADVISORS, LLC | 164957 | $723.6M | $723.6M | 8 | 2026-03-31 | → |
| 968 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 286005 | $722.8M | $722.8M | 42 | 2026-03-31 | → |
| 969 | JMAC ENTERPRISES LLC | 312710 | $722.4M | $722.4M | 5 | 2026-05-31 | → |
| 970 | MATERETSKY FINANCIAL GROUP, INC. | 292353 | $720.8M | $720.8M | 9 | 2026-03-31 | → |
| 971 | COPPERWYND FINANCIAL, LLC | 143442 | $720.1M | $720.1M | 11 | 2025-03-31 | → |
| 972 | G. A. REPPLE & COMPANY | 17486 | $716.3M | $716.3M | 53 | 2026-03-31 | → |
| 973 | ROMAN BUTLER FULLERTON & CO | 104771 | $716.1M | $716.1M | 17 | 2026-04-30 | → |
| 974 | VALTINSON BRUNER FINANCIAL PLANNING LLC | 297866 | $712.0M | $712.0M | 11 | 2026-02-28 | → |
| 975 | PRECISION WEALTH STRATEGIES, LLC | 299827 | $711.0M | $711.0M | 15 | 2026-05-31 | → |
| 976 | THE WEALTH GROUP, LTD | 311385 | $711.0M | $711.0M | 12 | 2026-01-31 | → |
| 977 | PEAK PLANNING GROUP, LLC | 289891 | $710.0M | $710.0M | 11 | 2026-05-31 | → |
| 978 | ROGAN & ASSOCIATES, INC. | 42762 | $709.6M | $709.6M | 14 | 2026-05-31 | → |
| 979 | ARC ADVISORY LLC | 330258 | $708.3M | $708.3M | 25 | 2026-06-30 | → |
| 980 | FULLER WEALTH MANAGEMENT, LLC | 281767 | $707.8M | $707.8M | 9 | 2025-01-31 | → |
| 981 | MANSKE WEALTH MANAGEMENT, LLC | 164401 | $707.3M | $707.3M | 13 | 2026-03-31 | → |
| 982 | DODDS WEALTH, LLC | 323632 | $706.2M | $706.2M | 11 | 2026-05-31 | → |
| 983 | NORTHCAPE WEALTH MANAGEMENT, LLC | 312350 | $706.1M | $706.1M | 6 | 2026-04-30 | → |
| 984 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC | 159255 | $705.7M | $705.7M | 10 | 2026-01-31 | → |
| 985 | BOND & DEVICK FINANCIAL NETWORK, INC. | 283682 | $705.5M | $705.5M | 16 | 2026-03-31 | → |
| 986 | BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | 297750 | $705.4M | $705.4M | 12 | 2026-03-31 | → |
| 987 | SOLIDARITY WEALTH, LLC | 315843 | $704.2M | $704.2M | 12 | 2026-03-31 | → |
| 988 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 109767 | $701.7M | $701.7M | 7 | 2026-05-31 | → |
| 989 | KTF INVESTMENTS, LLC | 337465 | $700.2M | $700.2M | 7 | 2026-03-31 | → |
| 990 | HAMILTON WEALTH, LLC | 289462 | $697.8M | $697.8M | 4 | 2026-03-31 | → |
| 991 | MAXIMAI INVESTMENT PARTNERS, LLC | 284919 | $695.8M | $695.8M | 8 | 2026-03-31 | → |
| 992 | WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. | 226535 | $694.3M | $694.3M | 27 | 2026-03-31 | → |
| 993 | WMG FINANCIAL ADVISORS, LLC | 285824 | $693.8M | $693.8M | 18 | 2026-05-31 | → |
| 994 | WEALTH MANAGEMENT ADVISORS, LLC | 171260 | $686.1M | $686.1M | 10 | 2026-03-31 | → |
| 995 | MA PRIVATE WEALTH, LLC | 291366 | $686.0M | $686.0M | 7 | 2026-04-30 | → |
| 996 | COMPASS WEALTH MANAGEMENT LLC | 106289 | $682.5M | $682.5M | 5 | 2026-02-28 | → |
| 997 | SYNERGY INVESTMENT MANAGEMENT LLC | 305961 | $681.5M | $681.5M | 22 | 2026-05-31 | → |
| 998 | HUDSON VALUE PARTNERS, LLC | 301325 | $678.3M | $678.3M | 4 | 2026-06-30 | → |
| 999 | ROCKPORT WEALTH, LLC | 297122 | $676.4M | $676.4M | 15 | 2026-05-31 | → |
| 1000 | WATERWAY WEALTH MANAGEMENT, L.L.C. | 164975 | $675.8M | $675.8M | 11 | 2026-04-30 | → |
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