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 | |
|---|---|---|---|---|---|---|---|
| 601 | BVF PARTNERS L.P. | 156149 | $6.11B | $6.11B | 13 | 2026-03-31 | → |
| 602 | SIGMA PLANNING CORPORATION | 110692 | $6.10B | $6.10B | 471 | 2026-05-31 | → |
| 603 | EJF CAPITAL LP | 138854 | $6.10B | $6.10B | 44 | 2026-04-30 | → |
| 604 | VULCAN VALUE PARTNERS LLC | 151190 | $6.08B | $6.08B | 38 | 2026-05-31 | → |
| 605 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $5.98B | $5.98B | 116 | 2026-03-31 | → |
| 606 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | $5.93B | $5.93B | 20 | 2026-03-31 | → |
| 607 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | $5.87B | $5.87B | 5 | 2026-03-31 | → |
| 608 | COMPLUS ASSET MANAGEMENT (UK) LIMITED | 329571 | $5.87B | $5.87B | 5 | 2026-03-31 | → |
| 609 | COMPLUS ASSET MANAGEMENT LIMITED | 173003 | $5.87B | $5.87B | 35 | 2026-03-31 | → |
| 610 | COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 319703 | $5.87B | $5.87B | 10 | 2026-03-31 | → |
| 611 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | $5.83B | $5.83B | 44 | 2026-03-31 | → |
| 612 | MAYFLOWER FINANCIAL ADVISORS, LLC | 307857 | $5.82B | $5.82B | 33 | 2026-05-31 | → |
| 613 | SYM FINANCIAL CORPORATION | 107517 | $5.81B | $5.81B | 84 | 2026-03-31 | → |
| 614 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | $5.77B | $5.77B | 59 | 2026-05-31 | → |
| 615 | LEADENHALL CAPITAL PARTNERS LLP | 282820 | $5.72B | $5.72B | 35 | 2026-03-31 | → |
| 616 | ACADIAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | 322795 | $5.71B | $5.71B | 19 | 2026-03-31 | → |
| 617 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | $5.68B | $5.68B | 186 | 2026-06-30 | → |
| 618 | STONEGATE INVESTMENT GROUP, LLC | 314889 | $5.67B | $5.67B | 14 | 2025-05-31 | → |
| 619 | KLINGMAN AND ASSOCIATES, LLC | 125618 | $5.66B | $5.66B | 25 | 2026-05-31 | → |
| 620 | SEPIO CAPITAL, LP | 285645 | $5.64B | $5.64B | 31 | 2026-04-30 | → |
| 621 | VIVALDI CAPITAL MANAGEMENT LP | 160150 | $5.64B | $5.64B | 68 | 2026-04-30 | → |
| 622 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | $5.64B | $5.64B | 130 | 2026-06-30 | → |
| 623 | STRATOS WEALTH ADVISORS LLC | 283816 | $5.57B | $5.57B | 170 | 2026-06-30 | → |
| 624 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $5.52B | $5.52B | 17 | 2026-03-31 | → |
| 625 | 71 WEST CAPITAL PARTNERS, LLC | 338756 | $5.51B | $5.51B | 10 | 2026-06-30 | → |
| 626 | CRESCENT GROVE ADVISORS, LLC | 170912 | $5.50B | $5.50B | 34 | 2026-03-31 | → |
| 627 | CALAMOS WEALTH MANAGEMENT LLC | 143490 | $5.48B | $5.48B | 51 | 2026-04-30 | → |
| 628 | VESTAL POINT CAPITAL, LP | 325894 | $5.47B | $5.47B | 11 | 2026-03-31 | → |
| 629 | TRUE NORTH ADVISORS, LLC | 116048 | $5.42B | $5.42B | 89 | 2026-03-31 | → |
| 630 | INTEGRITY ALLIANCE, LLC | 139627 | $5.41B | $5.41B | 400 | 2026-05-31 | → |
| 631 | QUADRANT CAPITAL GROUP LLC | 147253 | $5.40B | $5.40B | 26 | 2026-02-28 | → |
| 632 | BAIN CAPITAL INSURANCE SOLUTIONS, LP | 305575 | $5.39B | $5.39B | 48 | 2026-03-31 | → |
| 633 | SILVER ROCK FINANCIAL LP | 283335 | $5.38B | $5.38B | 31 | 2026-03-31 | → |
| 634 | ASHOKA WHITEOAK CAPITAL PTE. LTD. | 299712 | $5.38B | $5.38B | 23 | 2026-06-30 | → |
| 635 | SOFINNOVA INVESTMENTS, INC. | 160297 | $5.37B | $5.37B | 41 | 2026-03-31 | → |
| 636 | WESTERN WEALTH MANAGEMENT LLC | 283545 | $5.36B | $5.36B | 98 | 2026-06-30 | → |
| 637 | FAMILY MANAGE LLC | 104951 | $5.31B | $5.31B | 23 | 2026-04-30 | → |
| 638 | BIP WEALTH, LLC | 143208 | $5.29B | $5.29B | 88 | 2026-06-30 | → |
| 639 | PROFICIO CAPITAL PARTNERS LLC | 269931 | $5.27B | $5.27B | 23 | 2026-04-30 | → |
| 640 | ZAIS GROUP LLC | 108371 | $5.26B | $5.26B | 46 | 2026-06-30 | → |
| 641 | VENTURE VISIONARY PARTNERS LLC | 304237 | $5.24B | $5.24B | 46 | 2026-03-31 | → |
| 642 | SKYE GLOBAL MANAGEMENT LP | 283493 | $5.21B | $5.21B | 7 | 2026-03-31 | → |
| 643 | KRILOGY FINANCIAL LLC | 149046 | $5.20B | $5.20B | 103 | 2026-03-31 | → |
| 644 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | $5.16B | $5.16B | 223 | 2026-06-30 | → |
| 645 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | $5.15B | $5.15B | 119 | 2026-06-30 | → |
| 646 | RADCLIFFE CAPITAL MANAGEMENT, L.P. | 136028 | $5.14B | $5.14B | 22 | 2026-03-31 | → |
| 647 | TECTONIC ADVISORS LLC | 139713 | $5.14B | $5.14B | 6 | 2026-03-31 | → |
| 648 | DWS INVESTMENTS HONG KONG LIMITED | 139666 | $5.10B | $5.10B | 62 | 2026-05-31 | → |
| 649 | ALIYA CAPITAL PARTNERS LLC | 305988 | $5.09B | $5.09B | 18 | 2026-05-31 | → |
| 650 | INDUS CAPITAL PARTNERS, LLC | 133738 | $5.09B | $5.09B | 59 | 2026-03-31 | → |
| 651 | PENNINGTON PARTNERS & CO., LLC | 282688 | $5.09B | $5.09B | 36 | 2026-04-30 | → |
| 652 | BAKER AVENUE ASSET MANAGEMENT, LP | 132657 | $5.09B | $5.09B | 57 | 2026-06-30 | → |
| 653 | TT INTERNATIONAL ASSET MANAGEMENT LTD | 110858 | $5.07B | $5.07B | 79 | 2026-03-31 | → |
| 654 | FIRST FOUNDATION ADVISORS | 106075 | $5.06B | $5.06B | 53 | 2026-06-30 | → |
| 655 | DAYMARK WEALTH PARTNERS, LLC | 320878 | $5.04B | $5.04B | 40 | 2026-02-28 | → |
| 656 | PLATINUM INVESTMENT MANAGEMENT LIMITED | 159573 | $5.04B | $5.04B | 82 | 2025-10-31 | → |
| 657 | LUXOR CAPITAL GROUP, LP | 138253 | $5.04B | $5.04B | 39 | 2026-06-30 | → |
| 658 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $5.02B | $5.02B | 46 | 2026-03-31 | → |
| 659 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $5.01B | $5.01B | 198 | 2026-03-31 | → |
| 660 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | $4.98B | $4.98B | 67 | 2026-03-31 | → |
| 661 | GULF INTERNATIONAL BANK (UK) LIMITED | 281609 | $4.98B | $4.98B | 117 | 2026-03-31 | → |
| 662 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $4.97B | $4.97B | 45 | 2026-06-30 | → |
| 663 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | $4.96B | $4.96B | 38 | 2026-05-31 | → |
| 664 | DESTINATION WEALTH MANAGEMENT | 110365 | $4.95B | $4.95B | 68 | 2026-04-30 | → |
| 665 | KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. | 309194 | $4.94B | $4.94B | 16 | 2026-03-31 | → |
| 666 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | $4.93B | $4.93B | 103 | 2026-05-31 | → |
| 667 | GRANGER MANAGEMENT LLC | 168096 | $4.92B | $4.92B | 12 | 2026-03-31 | → |
| 668 | TACONIC CAPITAL ADVISORS L.P. | 137295 | $4.86B | $4.86B | 47 | 2026-03-31 | → |
| 669 | HERITAGE WEALTH ADVISORS, LLC | 137484 | $4.86B | $4.86B | 36 | 2026-05-31 | → |
| 670 | ENCOMPASS CAPITAL ADVISORS LLC | 160113 | $4.84B | $4.84B | 19 | 2026-04-30 | → |
| 671 | CIDEL ASSET MANAGEMENT INC | 172640 | $4.80B | $4.80B | 73 | 2026-03-31 | → |
| 672 | DME CAPITAL MANAGEMENT, LP | 157081 | $4.80B | $4.80B | 29 | 2026-05-31 | → |
| 673 | CONTRARIAN CAPITAL MANAGEMENT LLC | 109979 | $4.79B | $4.79B | 47 | 2026-03-31 | → |
| 674 | LONGPOINT PARTNERS LP | 283800 | $4.79B | $4.79B | 32 | 2026-03-31 | → |
| 675 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | $4.78B | $4.78B | 106 | 2026-05-31 | → |
| 676 | AVIDIAN WEALTH ENTERPRISES, LLC | 127186 | $4.76B | $4.76B | 59 | 2026-06-30 | → |
| 677 | IFG ADVISORY, LLC | 168012 | $4.76B | $4.76B | 187 | 2026-03-31 | → |
| 678 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | 107367 | $4.76B | $4.76B | 79 | 2026-06-30 | → |
| 679 | AXIOM ALTERNATIVE INVESTMENTS SARL | 282155 | $4.73B | $4.73B | 23 | 2026-03-31 | → |
| 680 | ACASTA PARTNERS US LLC | 335005 | $4.72B | $4.72B | 4 | 2026-02-28 | → |
| 681 | MENLO EQUITIES V LLC | 162139 | $4.69B | $4.69B | 52 | 2026-05-31 | → |
| 682 | THE CLARIUS GROUP, LLC | 173347 | $4.68B | $4.68B | 35 | 2025-06-30 | → |
| 683 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | $4.65B | $4.65B | 206 | 2026-06-30 | → |
| 684 | GRAYPOINT LLC | 135950 | $4.65B | $4.65B | 69 | 2025-10-31 | → |
| 685 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 175100 | $4.62B | $4.62B | 22 | 2026-03-31 | → |
| 686 | ANCORA ADVISORS LLC | 124674 | $4.61B | $4.61B | 46 | 2026-03-31 | → |
| 687 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | $4.59B | $4.59B | 8 | 2025-09-30 | → |
| 688 | TWIN FOCUS CAPITAL PARTNERS, LLC | 140522 | $4.58B | $4.58B | 37 | 2026-04-30 | → |
| 689 | CORVEX MANAGEMENT LP | 158197 | $4.57B | $4.57B | 16 | 2026-03-31 | → |
| 690 | JOHNSON FINANCIAL GROUP LLC | 125101 | $4.53B | $4.53B | 62 | 2026-05-31 | → |
| 691 | CWA ASSET MANAGEMENT GROUP, LLC | 158940 | $4.51B | $4.51B | 67 | 2026-04-30 | → |
| 692 | PERFORMA LIMITED (US), LLC | 154232 | $4.49B | $4.49B | 18 | 2026-06-30 | → |
| 693 | OSAIC FS, INC. | 3870 | $4.48B | $4.48B | 655 | 2025-01-31 | → |
| 694 | ELEMENTUM ADVISORS, LLC | 151635 | $4.48B | $4.48B | 39 | 2026-03-31 | → |
| 695 | PARADIGM BIOCAPITAL ADVISORS LP | 312544 | $4.47B | $4.47B | 11 | 2026-05-31 | → |
| 696 | BIENVILLE CAPITAL MANAGEMENT, LLC | 149320 | $4.45B | $4.45B | 27 | 2026-03-31 | → |
| 697 | SYON CAPITAL LLC | 322776 | $4.38B | $4.38B | 17 | 2026-03-31 | → |
| 698 | ADVISORY ALPHA, LLC | 158282 | $4.37B | $4.37B | 66 | 2026-03-31 | → |
| 699 | GOOD LIFE ADVISORS, LLC | 171898 | $4.35B | $4.35B | 135 | 2026-03-31 | → |
| 700 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC | 134332 | $4.34B | $4.34B | 68 | 2026-03-31 | → |
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