Research Report · 2026-06-30
Registered Investment Advisers with the Strongest Institutional-to-Wealth Mix
SEC-registered investment advisers ranked by institutional client assets relative to wealth client assets.
Firms
1,000
Total AUM
$46.73T
Median AUM
$1.70B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional / Wealth Asset Ratio↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | APS WEALTH MANAGEMENT, LLC | 298233 | 1.6 | $311.5M | 9 | 2026-05-31 | → |
| 902 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | 1.6 | $398.65B | 1,542 | 2026-03-31 | → |
| 903 | PHRACTION MANAGEMENT LLC | 298633 | 1.6 | $625.5M | 7 | 2026-03-31 | → |
| 904 | ELDRED ROCK PARTNERS, LLC | 316401 | 1.6 | $644.1M | 10 | 2026-05-31 | → |
| 905 | BPS WEALTH ADVISORS, INC. | 106249 | 1.6 | $1.08B | 5 | 2026-04-30 | → |
| 906 | SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | 106933 | 1.6 | $2.41B | 26 | 2026-05-31 | → |
| 907 | LEGACY CAPITAL GROUP CALIFORNIA, INC. | 111436 | 1.6 | $535.7M | 17 | 2026-04-30 | → |
| 908 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | 1.6 | $4.17B | 39 | 2026-03-31 | → |
| 909 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | 1.6 | $43.54B | 170 | 2026-04-30 | → |
| 910 | ACCUVEST GLOBAL ADVISORS, INC. | 134096 | 1.6 | $630.5M | 6 | 2026-04-30 | → |
| 911 | PASQUA, THOMAS | 139618 | 1.6 | $129.7M | 3 | 2026-02-28 | → |
| 912 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 128990 | 1.6 | $4.57B | 24 | 2026-03-31 | → |
| 913 | QUINT CAPITAL CORPORATION | 26586 | 1.5 | $162.1M | 16 | 2026-05-31 | → |
| 914 | BCI SECURITIES, INC. | 168047 | 1.5 | $402.2M | 74 | 2026-03-31 | → |
| 915 | PALM VALLEY CAPITAL MANAGEMENT LLC | 299896 | 1.5 | $281.6M | 2 | 2026-01-31 | → |
| 916 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC | 109962 | 1.5 | $712.7M | 13 | 2026-03-31 | → |
| 917 | SIMPLICITY WEALTH LLC | 300572 | 1.5 | $4.27B | 424 | 2026-04-30 | → |
| 918 | ASHFORD CAPITAL MANAGEMENT INC | 110696 | 1.5 | $965.8M | 14 | 2025-12-31 | → |
| 919 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | 1.5 | $5.15B | 119 | 2026-06-30 | → |
| 920 | IF ADVISORS, LLC | 309631 | 1.5 | $491.4M | 4 | 2026-03-31 | → |
| 921 | MERIDIAN ASSET MANAGEMENT, LLC | 154239 | 1.5 | $124.0M | 2 | 2026-02-28 | → |
| 922 | DISCIPLINED GROWTH INVESTORS INC | 106746 | 1.5 | $5.48B | 21 | 2026-03-31 | → |
| 923 | INVEX ADVISORS LLC | 164519 | 1.5 | $759.3M | 8 | 2026-03-31 | → |
| 924 | TPG FINANCIAL ADVISORS, LLC | 141153 | 1.5 | $2.22B | 21 | 2026-03-31 | → |
| 925 | WEALTHHARBOR CAPITAL GROUP, LLC | 118614 | 1.4 | $334.7M | 9 | 2026-03-31 | → |
| 926 | CRAMER ROSENTHAL MCGLYNN LLC | 107911 | 1.4 | $2.27B | 24 | 2026-04-30 | → |
| 927 | HUMAN INVESTING, LLC | 133017 | 1.4 | $2.22B | 28 | 2026-03-31 | → |
| 928 | VEERY CAPITAL, LLC | 298465 | 1.4 | $971.4M | 13 | 2026-03-31 | → |
| 929 | CIDEL ASSET MANAGEMENT INC | 172640 | 1.4 | $4.80B | 73 | 2026-03-31 | → |
| 930 | L&S INVESTMENT ADVISORS, LLC | 285002 | 1.4 | $231.4M | 8 | 2026-03-31 | → |
| 931 | DANA INVESTMENT ADVISORS INC | 105879 | 1.4 | $6.08B | 60 | 2026-03-31 | → |
| 932 | RIHO PARTNERS, LLC | 289840 | 1.4 | $182.2M | 1 | 2026-03-31 | → |
| 933 | FIERA CAPITAL INC. | 113638 | 1.4 | $17.28B | 95 | 2026-03-31 | → |
| 934 | DUNBAR ASSOCIATES, LLC | 323134 | 1.4 | $307.5M | 3 | 2026-03-31 | → |
| 935 | GFI INVESTMENT COUNSEL LTD. | 332720 | 1.4 | $1.75B | 20 | 2026-03-31 | → |
| 936 | CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC | 119695 | 1.4 | $588.7M | 6 | 2026-03-31 | → |
| 937 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | 1.4 | $4.06B | 30 | 2026-02-28 | → |
| 938 | KAYE CAPITAL MANAGEMENT | 109329 | 1.4 | $743.2M | 6 | 2025-02-28 | → |
| 939 | BG INVESTMENT SERVICES, INC. | 281716 | 1.4 | $868.5M | 7 | 2026-01-31 | → |
| 940 | BISHOP & ASSOCIATES INC | 105257 | 1.4 | $106.1M | 3 | 2025-05-31 | → |
| 941 | OLYMPUS WEALTH MANAGEMENT, LLC | 173715 | 1.4 | $850.2M | 18 | 2025-07-31 | → |
| 942 | MMA ASSET MANAGEMENT LLC | 155426 | 1.4 | $787.8M | 19 | 2026-06-30 | → |
| 943 | TEMPERED INVESTMENT MANAGEMENT LTD. | 158837 | 1.4 | $162.4M | 5 | 2025-09-30 | → |
| 944 | FRANKLIN ADVISERS, INC. | 104517 | 1.4 | $509.45B | 384 | 2026-05-31 | → |
| 945 | ELLIOTT COVE CAPITAL MANAGEMENT LLC | 123636 | 1.4 | $348.2M | 11 | 2026-02-28 | → |
| 946 | HS MANAGEMENT PARTNERS, LLC | 145480 | 1.4 | $469.9M | 9 | 2026-06-30 | → |
| 947 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | 1.4 | $6.87B | 35 | 2026-03-31 | → |
| 948 | BRAINVEST WEALTH MANAGEMENT LLC | 289743 | 1.4 | $690.9M | 8 | 2026-04-30 | → |
| 949 | SILVER COAST INVESTMENTS LLC | 167771 | 1.4 | $401.6M | 32 | 2026-03-31 | → |
| 950 | GABLES CAPITAL MANAGEMENT INC | 109608 | 1.4 | $438.8M | 8 | 2026-03-31 | → |
| 951 | SSA SWISS ADVISORS AG | 161357 | 1.4 | $817.5M | 10 | 2026-03-31 | → |
| 952 | DSM CAPITAL PARTNERS LLC | 113609 | 1.4 | $7.56B | 25 | 2026-05-31 | → |
| 953 | BERNARDI ASSET MANAGEMENT, LLC | 120110 | 1.3 | $331.0M | 22 | 2025-11-30 | → |
| 954 | CORNERSTONE SELECT ADVISORS, LLC | 144044 | 1.3 | $315.3M | 4 | 2026-04-30 | → |
| 955 | AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED | 156771 | 1.3 | $2.01B | 174 | 2026-02-28 | → |
| 956 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | 1.3 | $7.80B | 83 | 2026-03-31 | → |
| 957 | FIDUCIARY MANAGEMENT, INC. | 109149 | 1.3 | $11.36B | 25 | 2026-06-30 | → |
| 958 | ACTITRUST WEALTH MANAGEMENT LLC | 284827 | 1.3 | $140.5M | 7 | 2026-02-28 | → |
| 959 | PROVIDENCE FINANCIAL ADVISORS, LLC | 124839 | 1.3 | $428.1M | 5 | 2026-02-28 | → |
| 960 | SCHARF INVESTMENTS, LLC | 105508 | 1.3 | $4.21B | 23 | 2026-03-31 | → |
| 961 | MONTEREY WEALTH PARTNERS LLC | 172577 | 1.3 | $300.1M | 3 | 2026-01-31 | → |
| 962 | CARRET ASSET MANAGEMENT, LLC | 131445 | 1.3 | $3.46B | 22 | 2026-06-30 | → |
| 963 | FINANCIAL MANAGEMENT, INC. | 108350 | 1.3 | $224.5M | 6 | 2026-04-30 | → |
| 964 | ALESCO ADVISORS LLC | 108590 | 1.3 | $4.81B | 27 | 2025-03-31 | → |
| 965 | VITRAL ADVISORS LLC | 294631 | 1.3 | $154.8M | 5 | 2026-03-31 | → |
| 966 | DELTA CAPITAL MANAGEMENT LLC | 106248 | 1.3 | $240.2M | 4 | 2026-03-31 | → |
| 967 | UNIO CAPITAL LLC | 166483 | 1.3 | $691.5M | 8 | 2026-03-31 | → |
| 968 | CORPORATE CONSULTING GROUP, INC. | 123761 | 1.3 | $240.8M | 2 | 2026-03-31 | → |
| 969 | KINWELL LLC | 290449 | 1.3 | $214.7M | 2 | 2026-03-31 | → |
| 970 | CAPSOUTH PARTNERS, INC. | 132517 | 1.3 | $1.00B | 22 | 2026-03-31 | → |
| 971 | SMITH THORNTON ADVISORS, LLC | 312537 | 1.3 | $733.6M | 9 | 2026-03-31 | → |
| 972 | ALEXIS INVESTMENT PARTNERS, LLC | 313394 | 1.3 | $206.4M | 4 | 2026-03-31 | → |
| 973 | UHY WEALTH MANAGEMENT RIA LLC | 317608 | 1.3 | $102.6M | 6 | 2026-04-30 | → |
| 974 | MERIDIAN MANAGEMENT CO | 110216 | 1.3 | $861.6M | 6 | 2026-03-31 | → |
| 975 | KLOSTERS CAPITAL LLC | 285582 | 1.3 | $495.6M | 7 | 2026-03-31 | → |
| 976 | BOS ASSET MANAGEMENT, LLC | 310632 | 1.3 | $933.2M | 11 | 2026-04-30 | → |
| 977 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | 1.2 | $15.67B | 72 | 2026-03-31 | → |
| 978 | SONEN CAPITAL LLC | 159461 | 1.2 | $1.14B | 19 | 2026-05-31 | → |
| 979 | JRM INVESTMENT COUNSEL, L.L.C. | 138004 | 1.2 | $649.4M | 3 | 2026-03-31 | → |
| 980 | AUBREY CAPITAL MANAGEMENT LIMITED | 285802 | 1.2 | $1.15B | 26 | 2026-02-28 | → |
| 981 | THOMPSON CAPITAL MANAGEMENT, LLC | 300993 | 1.2 | $200.1M | 3 | 2026-02-28 | → |
| 982 | LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC | 167834 | 1.2 | $164.2M | 3 | 2026-03-31 | → |
| 983 | SOL CAPITAL MANAGEMENT CO | 110226 | 1.2 | $2.98B | 30 | 2025-07-31 | → |
| 984 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | 1.2 | $5.16B | 223 | 2026-06-30 | → |
| 985 | STEELOAKS INVESTMENT ADVISERS, INC. | 108197 | 1.2 | $131.0M | 2 | 2026-03-31 | → |
| 986 | ASSET CONSULTING GROUP, LLC | 107574 | 1.2 | $1.10B | 50 | 2026-03-31 | → |
| 987 | GUARDIAN FINANCIAL PARTNERS, LLC | 287652 | 1.2 | $911.9M | 4 | 2026-02-28 | → |
| 988 | LYON WEALTH ADVISORS GROUP, LLC | 325041 | 1.2 | $311.4M | 3 | 2026-01-31 | → |
| 989 | ONEASCENT FAMILY OFFICE LLC | 323305 | 1.2 | $544.5M | 14 | 2026-04-30 | → |
| 990 | PALOMAR ADVISORS INC. | 285358 | 1.2 | $101.3M | 2 | 2026-04-30 | → |
| 991 | SPECTRUM INVESTMENT ADVISORS, INC. | 108669 | 1.2 | $1.06B | 27 | 2026-03-31 | → |
| 992 | TANNIN CAPITAL, LLC | 304238 | 1.2 | $824.9M | 7 | 2026-03-31 | → |
| 993 | CORE CAPITAL MANAGEMENT AND RESEARCH INC. | 146285 | 1.2 | $298.8M | 4 | 2026-03-31 | → |
| 994 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | 1.2 | $5.61B | 26 | 2026-04-30 | → |
| 995 | CRESTA ADVISORS, LTD. | 169641 | 1.2 | $786.0M | 12 | 2026-03-31 | → |
| 996 | MADISON INVESTMENT ADVISORS, LLC | 110297 | 1.2 | $13.84B | 92 | 2026-03-31 | → |
| 997 | MIDATLANTIC CAPITAL MANAGEMENT, INC. | 116524 | 1.2 | $477.0M | 2 | 2026-02-28 | → |
| 998 | KEEL WEALTH MANAGEMENT, LLC | 285682 | 1.2 | $470.0M | 1 | 2026-05-31 | → |
| 999 | PEAVINE CAPITAL, LLC | 159922 | 1.2 | $496.3M | 2 | 2026-01-31 | → |
| 1000 | TRUE WEALTH ADVISORY GROUP, LLC | 306523 | 1.2 | $240.1M | 4 | 2026-03-31 | → |
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