Research Report · 2026-06-30
Registered Investment Advisers Reporting a Qualified Custodian
SEC-registered investment advisers that report a qualified custodian relationship, ranked by AUM.
Firms
1,000
Total AUM
$91.31T
Median AUM
$9.85B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | SPIDERROCK ADVISORS, LLC | 171992 | $9.83B | $9.83B | 61 | 2026-03-31 | → |
| 502 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $9.80B | $9.80B | 46 | 2025-09-30 | → |
| 503 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $9.75B | $9.75B | 123 | 2026-03-31 | → |
| 504 | SAMLYN CAPITAL, LLC | 158296 | $9.68B | $9.68B | 33 | 2026-03-31 | → |
| 505 | DOCKSIDE LLC | 330606 | $9.63B | $9.63B | 10 | 2026-04-30 | → |
| 506 | ORIX ADVISERS, LLC | 307580 | $9.63B | $9.63B | 372 | 2026-06-30 | → |
| 507 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | $9.61B | $9.61B | 80 | 2026-04-30 | → |
| 508 | SEVEN POST INVESTMENT OFFICE LP | 157435 | $9.61B | $9.61B | 22 | 2026-03-31 | → |
| 509 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | $9.57B | $9.57B | 174 | 2026-05-31 | → |
| 510 | COMPOSITION WEALTH, LLC | 143483 | $9.47B | $9.47B | 128 | 2026-03-31 | → |
| 511 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | $9.42B | $9.42B | 51 | 2026-03-31 | → |
| 512 | RESOLUTION CAPITAL LIMITED | 142409 | $9.39B | $9.39B | 28 | 2025-09-30 | → |
| 513 | NAPIER PARK GLOBAL CAPITAL LTD | 157629 | $9.22B | $9.22B | 22 | 2026-04-30 | → |
| 514 | PROCYON ADVISORS, LLC | 288239 | $9.20B | $9.20B | 76 | 2026-05-31 | → |
| 515 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | $9.18B | $9.18B | 164 | 2026-03-31 | → |
| 516 | AVIVA INVESTORS CANADA INC. | 333457 | $9.15B | $9.15B | 18 | 2026-03-31 | → |
| 517 | AMERICANA PARTNERS, LLC | 301354 | $9.10B | $9.10B | 86 | 2026-04-30 | → |
| 518 | 400 CAPITAL MANAGEMENT LLC | 160089 | $9.04B | $9.04B | 76 | 2026-03-31 | → |
| 519 | ALPHACORE CAPITAL LLC | 174346 | $9.03B | $9.03B | 111 | 2026-04-30 | → |
| 520 | SIMON QUICK ADVISORS, LLC | 132330 | $9.01B | $9.01B | 97 | 2026-03-31 | → |
| 521 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $8.98B | $8.98B | 54 | 2026-06-30 | → |
| 522 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | $8.96B | $8.96B | 285 | 2026-06-30 | → |
| 523 | WESTPORT CAPITAL PARTNERS LLC | 157493 | $8.92B | $8.92B | 34 | 2026-03-31 | → |
| 524 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | $8.88B | $8.88B | 72 | 2026-03-31 | → |
| 525 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | $8.87B | $8.87B | 154 | 2026-04-30 | → |
| 526 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $8.82B | $8.82B | 58 | 2026-03-31 | → |
| 527 | CAPITAL ANALYSTS, LLC | 162200 | $8.77B | $8.77B | 679 | 2026-04-30 | → |
| 528 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | $8.76B | $8.76B | 118 | 2026-04-30 | → |
| 529 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $8.76B | $8.76B | 141 | 2026-03-31 | → |
| 530 | MARCUARD FAMILY OFFICE LTD | 155003 | $8.66B | $8.66B | 36 | 2026-04-30 | → |
| 531 | FIL INVESTMENT ADVISORS | 111103 | $8.65B | $8.65B | 7 | 2026-03-31 | → |
| 532 | SATURNA CAPITAL CORPORATION | 25586 | $8.62B | $8.62B | 83 | 2026-02-28 | → |
| 533 | GRESHAM INVESTMENT MANAGEMENT LLC | 134392 | $8.55B | $8.55B | 41 | 2026-06-30 | → |
| 534 | MUTUAL ADVISORS, LLC | 167658 | $8.55B | $8.55B | 208 | 2026-06-30 | → |
| 535 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $8.52B | $8.52B | 11 | 2026-05-31 | → |
| 536 | SAGESPRING WEALTH PARTNERS | 283515 | $8.49B | $8.49B | 195 | 2026-05-31 | → |
| 537 | MIDOCEAN CREDIT FUND MANAGEMENT, L.P. | 151578 | $8.46B | $8.46B | 45 | 2026-03-31 | → |
| 538 | EMPIRICAL FINANCIAL SERVICES, LLC | 152622 | $8.43B | $8.43B | 94 | 2026-06-30 | → |
| 539 | ZHANG FINANCIAL LLC | 159257 | $8.37B | $8.37B | 50 | 2026-03-31 | → |
| 540 | WEALTHCARE ADVISORY PARTNERS LLC | 171976 | $8.29B | $8.29B | 243 | 2026-06-30 | → |
| 541 | ADVANTAGE CAPITAL MANAGEMENT LLC | 171128 | $8.26B | $8.26B | 30 | 2026-05-31 | → |
| 542 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | $8.25B | $8.25B | 11 | 2026-03-31 | → |
| 543 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | $8.17B | $8.17B | 13 | 2026-03-31 | → |
| 544 | STARBOARD VALUE LP | 156943 | $8.15B | $8.15B | 44 | 2026-03-31 | → |
| 545 | ANNEX ADVISORY SERVICES, LLC | 127987 | $8.05B | $8.05B | 151 | 2026-04-30 | → |
| 546 | CRESTWOOD ADVISORS GROUP, LLC | 286243 | $8.02B | $8.02B | 64 | 2026-06-30 | → |
| 547 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | $7.89B | $7.89B | 520 | 2026-03-31 | → |
| 548 | INGALLS & SNYDER LLC | 2288 | $7.83B | $7.83B | 92 | 2025-12-31 | → |
| 549 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | $7.80B | $7.80B | 83 | 2026-03-31 | → |
| 550 | AMOVA ASSET MANAGEMENT AMERICAS, INC. | 824 | $7.78B | $7.78B | 27 | 2026-06-30 | → |
| 551 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | $7.75B | $7.75B | 26 | 2026-03-31 | → |
| 552 | MGO ONE SEVEN LLC | 283087 | $7.72B | $7.72B | 264 | 2026-04-30 | → |
| 553 | RITHOLTZ WEALTH MANAGEMENT | 168652 | $7.70B | $7.70B | 83 | 2026-05-31 | → |
| 554 | CADARET, GRANT & CO., INC. | 10641 | $7.67B | $7.67B | 692 | 2025-07-31 | → |
| 555 | MCMORGAN & COMPANY LLC | 115060 | $7.61B | $7.61B | 26 | 2026-03-31 | → |
| 556 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $7.58B | $7.58B | 236 | 2026-05-31 | → |
| 557 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $7.57B | $7.57B | 261 | 2026-06-30 | → |
| 558 | BAILARD, INC. | 110550 | $7.56B | $7.56B | 83 | 2026-05-31 | → |
| 559 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | $7.51B | $7.51B | 69 | 2026-04-30 | → |
| 560 | 59 NORTH CAPITAL MANAGEMENT, LP | 300258 | $7.50B | $7.50B | 9 | 2026-03-31 | → |
| 561 | LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 153582 | $7.48B | $7.48B | 64 | 2026-03-31 | → |
| 562 | GRAMERCY FUNDS MANAGEMENT LLC | 152209 | $7.42B | $7.42B | 75 | 2026-03-31 | → |
| 563 | CENTAURUS FINANCIAL, INC. | 30833 | $7.34B | $7.34B | 580 | 2025-07-31 | → |
| 564 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | $7.25B | $7.25B | 53 | 2026-03-31 | → |
| 565 | SPRINGS CAPITAL (HONG KONG) LIMITED | 168321 | $7.17B | $7.17B | 17 | 2026-06-30 | → |
| 566 | TWEEDY, BROWNE COMPANY LLC | 6857 | $7.13B | $7.13B | 39 | 2026-06-30 | → |
| 567 | BLACK CREEK INVESTMENT MANAGEMENT INC. | 161344 | $7.09B | $7.09B | 28 | 2026-01-31 | → |
| 568 | TAG ASSOCIATES LLC | 116959 | $7.07B | $7.07B | 71 | 2026-06-30 | → |
| 569 | PYRFORD INTERNATIONAL LTD | 105646 | $7.07B | $7.07B | 35 | 2026-06-30 | → |
| 570 | JAMESTOWN, L.P. | 158207 | $7.06B | $7.06B | 233 | 2026-05-31 | → |
| 571 | GLG LLC | 138802 | $7.04B | $7.04B | 29 | 2026-03-31 | → |
| 572 | CASPIAN CAPITAL, LP | 155751 | $7.03B | $7.03B | 29 | 2026-03-31 | → |
| 573 | ONE MADISON GROUP LLC | 320876 | $7.02B | $7.02B | 23 | 2026-03-31 | → |
| 574 | DAKOTA WEALTH, LLC | 297987 | $6.94B | $6.94B | 91 | 2026-03-31 | → |
| 575 | GMT CAPITAL CORP. | 160404 | $6.90B | $6.90B | 19 | 2026-03-31 | → |
| 576 | NAYA CAPITAL MANAGEMENT UK LIMITED | 166159 | $6.88B | $6.88B | 24 | 2026-03-31 | → |
| 577 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 110986 | $6.84B | $6.84B | 74 | 2026-06-30 | → |
| 578 | LMCG INVESTMENTS, LLC | 149936 | $6.83B | $6.83B | 46 | 2026-04-30 | → |
| 579 | SILVER ROCK CAPITAL PARTNERS LP | 318007 | $6.83B | $6.83B | 15 | 2026-03-31 | → |
| 580 | FOCUS FINANCIAL NETWORK, INC. | 116140 | $6.82B | $6.82B | 189 | 2026-03-31 | → |
| 581 | GLAZER CAPITAL, LLC. | 136932 | $6.81B | $6.81B | 45 | 2026-03-31 | → |
| 582 | RFG ADVISORY, LLC | 158401 | $6.81B | $6.81B | 311 | 2026-06-30 | → |
| 583 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | $6.76B | $6.76B | 21 | 2026-03-31 | → |
| 584 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $6.72B | $6.72B | 55 | 2026-03-31 | → |
| 585 | NORTH OF SOUTH CAPITAL LLP | 300917 | $6.70B | $6.70B | 14 | 2026-03-31 | → |
| 586 | QCAM CURRENCY ASSET MANAGEMENT | 170341 | $6.61B | $6.61B | 10 | 2026-03-31 | → |
| 587 | T. ROWE PRICE (CANADA) INC. | 107290 | $6.55B | $6.55B | 11 | 2026-03-31 | → |
| 588 | CCM PARTNERS, LP | 104720 | $6.52B | $6.52B | 48 | 2026-05-31 | → |
| 589 | KORNITZER CAPITAL MANAGEMENT, INC. | 111087 | $6.49B | $6.49B | 41 | 2026-06-30 | → |
| 590 | NASSAU GLOBAL CREDIT LLC | 287937 | $6.43B | $6.43B | 16 | 2026-03-31 | → |
| 591 | SPIDER MANAGEMENT COMPANY, LLC | 149343 | $6.41B | $6.41B | 23 | 2025-09-30 | → |
| 592 | TETRAGON PARTNERS L.P. | 156040 | $6.40B | $6.40B | 122 | 2026-06-30 | → |
| 593 | OCTOPUS RENEWABLES LTD. | 326704 | $6.40B | $6.40B | 159 | 2025-07-31 | → |
| 594 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC | 158165 | $6.31B | $6.31B | 62 | 2026-03-31 | → |
| 595 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | $6.30B | $6.30B | 69 | 2026-03-31 | → |
| 596 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | $6.30B | $6.30B | 32 | 2025-09-30 | → |
| 597 | KOVACK ADVISORS, INC. | 140808 | $6.28B | $6.28B | 320 | 2026-04-30 | → |
| 598 | CREATIVEONE WEALTH, LLC | 281213 | $6.25B | $6.25B | 222 | 2026-05-31 | → |
| 599 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | $6.20B | $6.20B | 41 | 2026-03-31 | → |
| 600 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 122020 | $6.17B | $6.17B | 20 | 2026-03-31 | → |
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