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 | |
|---|---|---|---|---|---|---|---|
| 701 | IWP WEALTH MANAGEMENT LLC | 136314 | $4.32B | $4.32B | 33 | 2026-03-31 | → |
| 702 | PALLAS CAPITAL ADVISORS, LLC | 310327 | $4.31B | $4.31B | 28 | 2026-04-30 | → |
| 703 | 360 ONE ASSET MANAGEMENT LIMITED | 300914 | $4.31B | $4.31B | 130 | 2026-06-30 | → |
| 704 | NEW CENTURY ADVISORS, LLC | 122478 | $4.31B | $4.31B | 18 | 2026-03-31 | → |
| 705 | AARON WEALTH ADVISORS LLC | 298079 | $4.29B | $4.29B | 16 | 2026-05-31 | → |
| 706 | SIRENIA CAPITAL MANAGEMENT LP | 340192 | $4.26B | $4.26B | 13 | 2026-05-31 | → |
| 707 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 111441 | $4.25B | $4.25B | 23 | 2026-03-31 | → |
| 708 | WILLIS INVESTMENT COUNSEL INC | 111042 | $4.23B | $4.23B | 13 | 2026-04-30 | → |
| 709 | B. RILEY WEALTH ADVISORS, INC. | 115927 | $4.21B | $4.21B | 268 | 2026-03-31 | → |
| 710 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 105515 | $4.20B | $4.20B | 52 | 2026-03-31 | → |
| 711 | SOUND INCOME STRATEGIES, LLC | 173272 | $4.18B | $4.18B | 134 | 2026-01-31 | → |
| 712 | ESSEX FINANCIAL SERVICES, INC. | 127549 | $4.17B | $4.17B | 46 | 2025-12-31 | → |
| 713 | STEELPEAK WEALTH, LLC | 165168 | $4.15B | $4.15B | 84 | 2026-03-31 | → |
| 714 | IPG INVESTMENT ADVISORS, LLC | 152990 | $4.14B | $4.14B | 39 | 2026-03-31 | → |
| 715 | NWAM, LLC | 147923 | $4.13B | $4.13B | 62 | 2026-03-31 | → |
| 716 | EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC | 292216 | $4.12B | $4.12B | 43 | 2026-03-31 | → |
| 717 | CAPITAL GENERATION PARTNERS LLP | 281808 | $4.12B | $4.12B | 46 | 2026-05-31 | → |
| 718 | SENVEST MANAGEMENT, LLC | 137312 | $4.12B | $4.12B | 25 | 2026-03-31 | → |
| 719 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | $4.09B | $4.09B | 15 | 2026-06-30 | → |
| 720 | KEEL POINT, LLC | 127902 | $4.07B | $4.07B | 92 | 2026-06-30 | → |
| 721 | MONEY CONCEPTS CAPITAL CORP | 12963 | $4.07B | $4.07B | 478 | 2026-03-31 | → |
| 722 | THOROUGHBRED FINANCIAL SERVICES, LLC | 47893 | $4.04B | $4.04B | 31 | 2026-03-31 | → |
| 723 | BLUESPRING WEALTH MANAGEMENT, LLC | 152667 | $4.02B | $4.02B | 41 | 2026-06-30 | → |
| 724 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 319062 | $3.99B | $3.99B | 25 | 2026-03-31 | → |
| 725 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | $3.97B | $3.97B | 29 | 2026-03-31 | → |
| 726 | SCHECHTER INVESTMENT ADVISORS, LLC | 169114 | $3.94B | $3.94B | 30 | 2025-04-30 | → |
| 727 | FORZA INVESTMENT GROUP, LP | 329156 | $3.94B | $3.94B | 12 | 2026-05-31 | → |
| 728 | PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD | 166631 | $3.93B | $3.93B | 28 | 2026-06-30 | → |
| 729 | IMA ADVISORY SERVICES, INC. | 112091 | $3.90B | $3.90B | 50 | 2026-05-31 | → |
| 730 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 309550 | $3.88B | $3.88B | 58 | 2026-04-30 | → |
| 731 | SKY HARBOR CAPITAL MANAGEMENT, LLC | 159020 | $3.88B | $3.88B | 19 | 2025-03-31 | → |
| 732 | PALISADE CAPITAL MANAGEMENT, LP | 104581 | $3.86B | $3.86B | 42 | 2026-05-31 | → |
| 733 | RIMROCK CAPITAL MANAGEMENT LLC | 120410 | $3.85B | $3.85B | 26 | 2026-04-30 | → |
| 734 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | 319289 | $3.83B | $3.83B | 9 | 2026-05-31 | → |
| 735 | VALIANT CAPITAL MANAGEMENT, L.P. | 158071 | $3.83B | $3.83B | 29 | 2026-05-31 | → |
| 736 | CARLSON CAPITAL MANAGEMENT, LLC | 281544 | $3.81B | $3.81B | 78 | 2025-03-31 | → |
| 737 | ALKEN ASSET MANAGEMENT LTD | 329119 | $3.80B | $3.80B | 21 | 2026-06-30 | → |
| 738 | ALPHA CUBED INVESTMENTS, LLC | 159347 | $3.78B | $3.78B | 29 | 2026-03-31 | → |
| 739 | NEXT FINANCIAL GROUP, INC. | 46214 | $3.77B | $3.77B | 564 | 2025-08-31 | → |
| 740 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | $3.76B | $3.76B | 24 | 2026-03-31 | → |
| 741 | AUSDAL FINANCIAL PARTNERS, INC. | 7995 | $3.73B | $3.73B | 306 | 2026-04-30 | → |
| 742 | ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC | 299542 | $3.73B | $3.73B | 32 | 2026-03-31 | → |
| 743 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 166459 | $3.64B | $3.64B | 10 | 2026-03-31 | → |
| 744 | AXAR CAPITAL MANAGEMENT LP | 217520 | $3.60B | $3.60B | 13 | 2026-06-30 | → |
| 745 | MARBLE BAR ASSET MANAGEMENT LLP | 160882 | $3.57B | $3.57B | 70 | 2026-04-30 | → |
| 746 | APOLLO MANAGER, LLC | 327828 | $3.56B | $3.56B | 3,564 | 2026-03-31 | → |
| 747 | FIL INVESTMENT ADVISORS (UK) LTD. | 110970 | $3.55B | $3.55B | 8 | 2026-03-31 | → |
| 748 | GREENWICH WEALTH MANAGEMENT LLC | 142820 | $3.52B | $3.52B | 13 | 2026-03-31 | → |
| 749 | WESTERN INTERNATIONAL SECURITIES, INC. | 39262 | $3.51B | $3.51B | 407 | 2025-06-30 | → |
| 750 | KATHMERE CAPITAL MANAGEMENT, LLC | 305118 | $3.48B | $3.48B | 24 | 2026-03-31 | → |
| 751 | DOUBLELINE ALTERNATIVES LP | 175212 | $3.47B | $3.47B | 171 | 2026-03-31 | → |
| 752 | MORTON CAPITAL MANAGEMENT, LLC | 141250 | $3.47B | $3.47B | 58 | 2026-05-31 | → |
| 753 | ARVEST INVESTMENTS, INC. | 42057 | $3.44B | $3.44B | 238 | 2026-03-31 | → |
| 754 | CARRONADE CAPITAL MANAGEMENT, LP | 309174 | $3.43B | $3.43B | 17 | 2026-03-31 | → |
| 755 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | $3.42B | $3.42B | 61 | 2026-05-31 | → |
| 756 | LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | $3.40B | $3.40B | 36 | 2026-05-31 | → |
| 757 | STOKES FAMILY OFFICE LLC | 300899 | $3.35B | $3.35B | 14 | 2026-04-30 | → |
| 758 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | $3.33B | $3.33B | 18 | 2026-05-31 | → |
| 759 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | 111179 | $3.33B | $3.33B | 27 | 2026-03-31 | → |
| 760 | STRATOS INVESTMENT MANAGEMENT, LLC | 283850 | $3.31B | $3.31B | 89 | 2026-06-30 | → |
| 761 | CERTUITY, LLC | 129505 | $3.30B | $3.30B | 35 | 2026-04-30 | → |
| 762 | VERGER CAPITAL MANAGEMENT LLC | 170125 | $3.28B | $3.28B | 18 | 2026-06-30 | → |
| 763 | MUDRICK CAPITAL MANAGEMENT, LP | 161012 | $3.28B | $3.28B | 35 | 2026-06-30 | → |
| 764 | SBB RESEARCH GROUP LLC | 161109 | $3.26B | $3.26B | 28 | 2026-05-31 | → |
| 765 | BLB & B ADVISORS, LLC | 139096 | $3.26B | $3.26B | 32 | 2026-03-31 | → |
| 766 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | 159296 | $3.24B | $3.24B | 35 | 2026-05-31 | → |
| 767 | OBERLAND CAPITAL MANAGEMENT LLC | 169109 | $3.22B | $3.22B | 23 | 2026-05-31 | → |
| 768 | M HOLDINGS SECURITIES, INC. | 43285 | $3.21B | $3.21B | 1,442 | 2026-03-31 | → |
| 769 | TRUST ASSET MANAGEMENT LLC | 147379 | $3.21B | $3.21B | 10 | 2026-06-30 | → |
| 770 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | $3.20B | $3.20B | 66 | 2026-06-30 | → |
| 771 | BOGART WEALTH, LLC | 283886 | $3.19B | $3.19B | 50 | 2026-03-31 | → |
| 772 | FOURSIXTHREE CAPITAL LP | 311299 | $3.18B | $3.18B | 19 | 2026-03-31 | → |
| 773 | GIRARD ADVISORY SERVICES, LLC | 39163 | $3.18B | $3.18B | 60 | 2026-03-31 | → |
| 774 | ADVISORNET FINANCIAL, INC. | 113074 | $3.15B | $3.15B | 131 | 2026-03-31 | → |
| 775 | STRATEGIC INCOME MANAGEMENT, LLC | 151956 | $3.14B | $3.14B | 6 | 2026-05-31 | → |
| 776 | STALEY CAPITAL ADVISERS INC | 107118 | $3.11B | $3.11B | 15 | 2026-03-31 | → |
| 777 | WINTHROP ADVISORY GROUP, LLC | 288178 | $3.10B | $3.10B | 40 | 2026-06-30 | → |
| 778 | SVB WEALTH LLC | 172832 | $3.10B | $3.10B | 73 | 2026-03-31 | → |
| 779 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | $3.09B | $3.09B | 19 | 2026-03-31 | → |
| 780 | ALPHASIMPLEX GROUP, LLC | 128356 | $3.09B | $3.09B | 33 | 2026-03-31 | → |
| 781 | THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | $3.08B | $3.08B | 17 | 2026-03-31 | → |
| 782 | PAN CAPITAL MANAGEMENT LP | 336371 | $3.08B | $3.08B | 43 | 2026-01-31 | → |
| 783 | LEUCADIA ASSET MANAGEMENT LLC | 121767 | $3.06B | $3.06B | 33 | 2026-04-30 | → |
| 784 | CREWE ADVISORS LLC | 173920 | $3.05B | $3.05B | 32 | 2026-04-30 | → |
| 785 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 110069 | $3.03B | $3.03B | 31 | 2026-04-30 | → |
| 786 | CARRICK LANE LLC | 309148 | $3.03B | $3.03B | 6 | 2026-03-31 | → |
| 787 | NEW REPUBLIC CAPITAL, LLC | 310907 | $3.03B | $3.03B | 28 | 2026-03-31 | → |
| 788 | LANDSCAPE CAPITAL MANAGEMENT LLC | 165336 | $3.03B | $3.03B | 10 | 2026-03-31 | → |
| 789 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | $2.96B | $2.96B | 100 | 2026-03-31 | → |
| 790 | SFMG, LLC. | 107548 | $2.96B | $2.96B | 39 | 2026-03-31 | → |
| 791 | MANE GLOBAL CAPITAL MANAGEMENT LP | 311912 | $2.94B | $2.94B | 20 | 2026-03-31 | → |
| 792 | SJS INVESTMENT CONSULTING INC | 107219 | $2.94B | $2.94B | 25 | 2026-06-30 | → |
| 793 | CAMBIAR INVESTORS, LLC | 115093 | $2.92B | $2.92B | 28 | 2026-03-31 | → |
| 794 | BEDEL FINANCIAL CONSULTING INC | 105653 | $2.92B | $2.92B | 28 | 2026-04-30 | → |
| 795 | ASSET MANAGEMENT ONE USA INC. | 108982 | $2.90B | $2.90B | 32 | 2026-05-31 | → |
| 796 | FORT POINT CAPITAL PARTNERS LLC | 146759 | $2.89B | $2.89B | 32 | 2026-03-31 | → |
| 797 | SMITH, SALLEY & ASSOCIATES, LLC | 129614 | $2.89B | $2.89B | 18 | 2026-05-31 | → |
| 798 | GLADIUS CAPITAL MANAGEMENT LP | 152023 | $2.88B | $2.88B | 14 | 2026-03-31 | → |
| 799 | MAN INVESTMENT PARTNERS (US) LP | 282371 | $2.88B | $2.88B | 51 | 2026-05-31 | → |
| 800 | REGAL INVESTMENT ADVISORS LLC | 125004 | $2.88B | $2.88B | 131 | 2026-05-31 | → |
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