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 | |
|---|---|---|---|---|---|---|---|
| 601 | CRAMER ROSENTHAL MCGLYNN LLC | 107911 | $2.27B | $2.27B | 24 | 2026-04-30 | → |
| 602 | EMERALD INVESTMENT ADVISERS, LLC | 338769 | $2.26B | $2.26B | 12 | 2026-01-31 | → |
| 603 | WATERLOO CAPITAL, L.P. | 133705 | $2.26B | $2.26B | 64 | 2026-06-30 | → |
| 604 | PACIFIC INCOME ADVISERS INC | 104719 | $2.25B | $2.25B | 14 | 2026-06-30 | → |
| 605 | TWELVE POINTS WEALTH MANAGEMENT LLC | 171107 | $2.24B | $2.24B | 25 | 2026-05-31 | → |
| 606 | NEWSOUTH CAPITAL MANAGEMENT INC | 110676 | $2.23B | $2.23B | 11 | 2026-06-30 | → |
| 607 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | 151223 | $2.23B | $2.23B | 0 | 2025-12-31 | → |
| 608 | HUMAN INVESTING, LLC | 133017 | $2.22B | $2.22B | 28 | 2026-03-31 | → |
| 609 | RIVERFRONT INVESTMENT GROUP, LLC | 146221 | $2.22B | $2.22B | 46 | 2026-06-30 | → |
| 610 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 167995 | $2.22B | $2.22B | 45 | 2026-03-31 | → |
| 611 | SMITH GROUP ASSET MANAGEMENT, LLC | 313265 | $2.21B | $2.21B | 14 | 2026-03-31 | → |
| 612 | PATTEN AND PATTEN, INC. | 105414 | $2.21B | $2.21B | 13 | 2026-03-31 | → |
| 613 | ADVISORS ASSET MANAGEMENT, INC. | 46727 | $2.21B | $2.21B | 255 | 2026-03-31 | → |
| 614 | COHO PARTNERS, LTD. | 111335 | $2.20B | $2.20B | 18 | 2025-03-31 | → |
| 615 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | 174433 | $2.20B | $2.20B | 149 | 2026-03-31 | → |
| 616 | EURO PACIFIC ASSET MANAGEMENT, LLC | 152922 | $2.18B | $2.18B | 14 | 2026-04-30 | → |
| 617 | CAPITOL SECURITIES MANAGEMENT, INC. | 14169 | $2.16B | $2.16B | 170 | 2026-03-31 | → |
| 618 | SUNCOAST EQUITY MANAGEMENT, LLC | 108289 | $2.11B | $2.11B | 12 | 2026-03-31 | → |
| 619 | TRANSAMERICA FINANCIAL ADVISORS, LLC | 16164 | $2.11B | $2.11B | 991 | 2026-03-31 | → |
| 620 | THE WEALTH ALLIANCE, LLC | 305052 | $2.10B | $2.10B | 29 | 2026-04-30 | → |
| 621 | NAVY FEDERAL INVESTMENT SERVICES, LLC | 138459 | $2.10B | $2.10B | 206 | 2026-05-31 | → |
| 622 | ASCENTIS INDEPENDENT ADVISORS, LLC | 322879 | $2.09B | $2.09B | 43 | 2026-06-30 | → |
| 623 | L.M. KOHN & COMPANY | 27913 | $2.09B | $2.09B | 85 | 2025-04-30 | → |
| 624 | FIRST HEARTLAND CONSULTANTS, INC. | 110377 | $2.09B | $2.09B | 96 | 2026-03-31 | → |
| 625 | M.D. SASS, LLC | 110590 | $2.06B | $2.06B | 19 | 2026-03-31 | → |
| 626 | IC ADVISORY SERVICES, INC. | 140190 | $2.06B | $2.06B | 220 | 2025-03-31 | → |
| 627 | SOFI WEALTH LLC | 167958 | $2.05B | $2.05B | 114 | 2026-03-31 | → |
| 628 | WASHINGTON CROSSING ADVISORS LLC | 281511 | $2.03B | $2.03B | 10 | 2026-04-30 | → |
| 629 | MADISON AVENUE SECURITIES, LLC | 23224 | $2.02B | $2.02B | 125 | 2026-05-31 | → |
| 630 | MARKS GROUP WEALTH MANAGEMENT, INC. | 148679 | $2.02B | $2.02B | 14 | 2026-03-31 | → |
| 631 | ALBION MANAGEMENT GROUP | 105957 | $2.01B | $2.01B | 31 | 2026-06-30 | → |
| 632 | WELL DONE, LLC | 173736 | $2.00B | $2.00B | 26 | 2026-03-31 | → |
| 633 | RAYMOND JAMES (USA) LTD | 25853 | $1.99B | $1.99B | 175 | 2026-06-30 | → |
| 634 | WELLESLEY ASSET MANAGEMENT, INC. | 116176 | $1.99B | $1.99B | 30 | 2026-03-31 | → |
| 635 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | 101080 | $1.98B | $1.98B | 105 | 2026-06-30 | → |
| 636 | LEE DANNER & BASS INC | 111002 | $1.98B | $1.98B | 11 | 2026-06-30 | → |
| 637 | JSF FINANCIAL, LLC | 114025 | $1.97B | $1.97B | 27 | 2026-03-31 | → |
| 638 | CENTER FOR FINANCIAL PLANNING INC | 109599 | $1.97B | $1.97B | 26 | 2026-04-30 | → |
| 639 | SHAPIRO CAPITAL MANAGEMENT LLC | 105581 | $1.97B | $1.97B | 10 | 2026-05-31 | → |
| 640 | EVOLUTION WEALTH ADVISORS, LLC | 285142 | $1.96B | $1.96B | 15 | 2026-03-31 | → |
| 641 | BANKERS LIFE ADVISORY SERVICES, INC. | 281285 | $1.94B | $1.94B | 384 | 2026-03-31 | → |
| 642 | BENSLER, LLC | 310849 | $1.94B | $1.94B | 46 | 2026-06-30 | → |
| 643 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 105081 | $1.94B | $1.94B | 16 | 2026-03-31 | → |
| 644 | MEYERS WEALTH MANAGEMENT, LLC | 289801 | $1.93B | $1.93B | 10 | 2026-05-31 | → |
| 645 | DT INVESTMENT PARTNERS, LLC | 157646 | $1.91B | $1.91B | 8 | 2026-03-31 | → |
| 646 | MAIN MANAGEMENT, LLC | 120361 | $1.90B | $1.90B | 27 | 2026-03-31 | → |
| 647 | JAG CAPITAL MANAGEMENT LLC | 159227 | $1.90B | $1.90B | 21 | 2026-05-31 | → |
| 648 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | $1.90B | $1.90B | 19 | 2026-04-30 | → |
| 649 | RBB TREASURY LLC | 314581 | $1.89B | $1.89B | 4 | 2026-03-31 | → |
| 650 | WESTEND ADVISORS, LLC | 133279 | $1.87B | $1.87B | 29 | 2026-01-31 | → |
| 651 | ASHTON THOMAS SECURITIES, LLC | 16629 | $1.86B | $1.86B | 46 | 2026-06-30 | → |
| 652 | GRANITE INVESTMENT PARTNERS, LLC | 150632 | $1.84B | $1.84B | 20 | 2026-03-31 | → |
| 653 | AZZAD ASSET MANAGEMENT, INC. | 111291 | $1.84B | $1.84B | 18 | 2026-01-31 | → |
| 654 | INDEPENDENCE SQUARE HOLDINGS, LLC | 300139 | $1.83B | $1.83B | 37 | 2026-03-31 | → |
| 655 | ARISTOTLE CAPITAL BOSTON, LLC | 173198 | $1.83B | $1.83B | 9 | 2026-03-31 | → |
| 656 | BAILLIE GIFFORD INTERNATIONAL LLC | 305849 | $1.81B | $1.81B | 21 | 2026-06-30 | → |
| 657 | SELECT MONEY MANAGEMENT, INC. | 153256 | $1.80B | $1.80B | 8 | 2026-03-31 | → |
| 658 | U.S. BANCORP ADVISORS, LLC | 14455 | $1.80B | $1.80B | 379 | 2026-03-31 | → |
| 659 | OAK ASSOCIATES LTD | 108874 | $1.78B | $1.78B | 8 | 2026-03-31 | → |
| 660 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | $1.77B | $1.77B | 14 | 2026-05-31 | → |
| 661 | CUSHING ASSET MANAGEMENT, LP | 131517 | $1.75B | $1.75B | 10 | 2026-03-31 | → |
| 662 | INTRUA FINANCIAL LLC | 281554 | $1.75B | $1.75B | 53 | 2026-05-31 | → |
| 663 | RICE HALL JAMES & ASSOCIATES LLC | 125410 | $1.74B | $1.74B | 23 | 2026-05-31 | → |
| 664 | WORLD INVESTMENTS, INC. | 20626 | $1.73B | $1.73B | 217 | 2025-10-31 | → |
| 665 | CATALYST FINANCIAL PARTNERS LLC | 299335 | $1.72B | $1.72B | 12 | 2026-04-30 | → |
| 666 | NOVEM GROUP | 158964 | $1.72B | $1.72B | 52 | 2026-02-28 | → |
| 667 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | $1.71B | $1.71B | 21 | 2026-03-31 | → |
| 668 | ACCURATE WEALTH MANAGEMENT, LLC | 298137 | $1.71B | $1.71B | 47 | 2026-06-30 | → |
| 669 | OAK RIDGE INVESTMENTS, LLC | 107066 | $1.70B | $1.70B | 13 | 2026-05-31 | → |
| 670 | GILBERT & COOK, INC. | 283112 | $1.70B | $1.70B | 32 | 2026-06-30 | → |
| 671 | SIGNAL ADVISORS WEALTH, LLC | 301086 | $1.69B | $1.69B | 37 | 2026-05-31 | → |
| 672 | PETREDIS INVESTMENT ADVISORS LLC | 322371 | $1.69B | $1.69B | 10 | 2026-03-31 | → |
| 673 | CLEARWATER CAPITAL ADVISORS, LLC | 139886 | $1.68B | $1.68B | 23 | 2026-05-31 | → |
| 674 | CPC ADVISORS, LLC | 111025 | $1.68B | $1.68B | 29 | 2026-04-30 | → |
| 675 | ARMSTRONG ADVISORY GROUP INC. | 318662 | $1.67B | $1.67B | 22 | 2026-03-31 | → |
| 676 | NORTHERN TRUST SECURITIES, INC. | 7927 | $1.66B | $1.66B | 385 | 2026-05-31 | → |
| 677 | PERSONAL CFO SOLUTIONS LLC | 158248 | $1.65B | $1.65B | 18 | 2026-03-31 | → |
| 678 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | $1.63B | $1.63B | 11 | 2026-04-30 | → |
| 679 | THIRD AVENUE MANAGEMENT LLC | 107545 | $1.63B | $1.63B | 19 | 2026-03-31 | → |
| 680 | THE NEMES RUSH GROUP, LLC | 312554 | $1.62B | $1.62B | 17 | 2026-03-31 | → |
| 681 | FORTIS CAPITAL ADVISORS, LLC | 309709 | $1.62B | $1.62B | 68 | 2026-06-30 | → |
| 682 | MOMENTUM INDEPENDENT NETWORK INC. | 17587 | $1.61B | $1.61B | 97 | 2026-03-31 | → |
| 683 | ALTA CAPITAL MANAGEMENT LLC | 106786 | $1.60B | $1.60B | 19 | 2026-06-30 | → |
| 684 | TRIBRIDGE PARTNERS FINANCIAL LLC | 326489 | $1.60B | $1.60B | 23 | 2026-06-30 | → |
| 685 | MARSHALL + STERLING WEALTH ADVISORS, INC. | 164345 | $1.59B | $1.59B | 15 | 2026-05-31 | → |
| 686 | CREDICORP CAPITAL ADVISORS LLC | 290081 | $1.58B | $1.58B | 26 | 2026-04-30 | → |
| 687 | CALTON & ASSOCIATES, INC. | 20999 | $1.58B | $1.58B | 373 | 2026-05-31 | → |
| 688 | GODSEY & GIBB INC | 105650 | $1.56B | $1.56B | 23 | 2026-05-31 | → |
| 689 | CCM INVESTMENT ADVISERS, LLC | 105743 | $1.55B | $1.55B | 11 | 2026-03-31 | → |
| 690 | ROMANO BROTHERS AND COMPANY | 3215 | $1.54B | $1.54B | 16 | 2026-02-28 | → |
| 691 | RWWM, INC. | 148221 | $1.54B | $1.54B | 8 | 2026-03-31 | → |
| 692 | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | 284430 | $1.54B | $1.54B | 23 | 2026-06-30 | → |
| 693 | TULSA WEALTH ADVISORS, INC. | 337956 | $1.54B | $1.54B | 27 | 2026-03-31 | → |
| 694 | DELTA ASSET MANAGEMENT, LLC | 113688 | $1.53B | $1.53B | 10 | 2026-05-31 | → |
| 695 | TAMAR SECURITIES, LLC | 153991 | $1.52B | $1.52B | 22 | 2026-04-30 | → |
| 696 | RBC SECURITIES, INC. | 103705 | $1.52B | $1.52B | 186 | 2026-05-31 | → |
| 697 | BRISTOL GATE CAPITAL PARTNERS INC. | 175139 | $1.51B | $1.51B | 22 | 2026-05-31 | → |
| 698 | COUGAR GLOBAL INVESTMENTS LIMITED | 109439 | $1.51B | $1.51B | 3 | 2025-12-31 | → |
| 699 | TOWER BRIDGE ADVISORS, INC. | 115700 | $1.49B | $1.49B | 14 | 2026-01-31 | → |
| 700 | VIRTUS CAPITAL ADVISERS, LLC | 107346 | $1.49B | $1.49B | 0 | 2026-06-30 | → |
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