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 | |
|---|---|---|---|---|---|---|---|
| 201 | MIDLAND WEALTH ADVISORS, LLC | 324997 | 53.9 | $3.16B | 32 | 2026-04-30 | → |
| 202 | CAPSHIFT ADVISORS, LLC | 309860 | 53.5 | $628.0M | 16 | 2026-03-31 | → |
| 203 | CAUSEY PUBLIC FINANCE LLC | 332123 | 53.2 | $430.9M | 16 | 2026-03-31 | → |
| 204 | LEATHERBACK INVESTMENTS LLC | 299608 | 52.9 | $169.6M | 3 | 2026-03-31 | → |
| 205 | GENERAL PARTNER, INC. | 302070 | 51.9 | $318.4M | 1 | 2026-01-31 | → |
| 206 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | 51.3 | $14.97B | 73 | 2026-06-30 | → |
| 207 | HILLSDALE INVESTMENT MANAGEMENT INC. | 137883 | 50.9 | $7.77B | 46 | 2026-03-31 | → |
| 208 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | 50.6 | $4.40B | 12 | 2026-03-31 | → |
| 209 | CASTLEARK MANAGEMENT LLC | 109587 | 49.9 | $4.59B | 28 | 2026-04-30 | → |
| 210 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | 49.5 | $34.11B | 310 | 2026-05-31 | → |
| 211 | FEDERATED INVESTMENT COUNSELING | 105325 | 48.7 | $207.21B | 213 | 2026-05-31 | → |
| 212 | PITON INVESTMENT MANAGEMENT, LP | 282517 | 48.5 | $927.9M | 9 | 2026-04-30 | → |
| 213 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | 48.4 | $502.40B | 914 | 2026-05-31 | → |
| 214 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | 48 | $51.63B | 711 | 2026-03-31 | → |
| 215 | ALLARIA ASSET MANAGEMENT, LLC | 287513 | 47.8 | $179.6M | 6 | 2026-04-30 | → |
| 216 | FORESIGHT GLOBAL INVESTORS, INC. | 281818 | 47.4 | $955.2M | 6 | 2026-03-31 | → |
| 217 | MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC | 117868 | 45.8 | $1.38B | 6 | 2026-06-30 | → |
| 218 | ETHIC INC. | 282827 | 45.8 | $7.82B | 76 | 2026-03-31 | → |
| 219 | GRUPP FINANCIAL LLC | 168436 | 45.6 | $100.1M | 3 | 2026-01-31 | → |
| 220 | ENHANCING CAPITAL LLC | 290018 | 45.6 | $368.0M | 4 | 2026-03-31 | → |
| 221 | 1607 CAPITAL PARTNERS, LLC | 144758 | 45.3 | $3.49B | 15 | 2026-03-31 | → |
| 222 | IPEX, INC. | 124337 | 44.8 | $2.65B | 3 | 2026-06-30 | → |
| 223 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | 44.6 | $7.00B | 39 | 2026-06-30 | → |
| 224 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | 44.5 | $4.21B | 22 | 2026-03-31 | → |
| 225 | ENTRUST GLOBAL PARTNERS LLC | 107940 | 43.6 | $11.82B | 137 | 2026-03-31 | → |
| 226 | CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC | 171534 | 43.5 | $443.9M | 1 | 2026-02-28 | → |
| 227 | NEPC, LLC | 110562 | 43.2 | $152.72B | 379 | 2026-05-31 | → |
| 228 | PEREGRINE CAPITAL MANAGEMENT, LLC | 110052 | 42.9 | $4.07B | 28 | 2026-03-31 | → |
| 229 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | 42.6 | $116.17B | 185 | 2026-06-30 | → |
| 230 | RPM ADVISORS, LLC | 167729 | 42.6 | $149.4M | 1 | 2025-01-31 | → |
| 231 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | 42.2 | $406.96B | 6,400 | 2026-06-30 | → |
| 232 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | 105461 | 41.3 | $2.96B | 5 | 2026-03-31 | → |
| 233 | WASATCH ADVISORS LP | 106081 | 41 | $23.35B | 96 | 2026-03-31 | → |
| 234 | BALLINA CAPITAL, LLC | 289598 | 41 | $486.3M | 6 | 2026-06-30 | → |
| 235 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 105081 | 40.8 | $1.94B | 16 | 2026-03-31 | → |
| 236 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | 40.7 | $27.28B | 50 | 2026-04-30 | → |
| 237 | ECIO, INC. | 301432 | 40.4 | $395.6M | 8 | 2026-06-30 | → |
| 238 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | 40.1 | $9.85B | 46 | 2026-03-31 | → |
| 239 | DECATUR CAPITAL MANAGEMENT, INC. | 120679 | 39.6 | $253.7M | 6 | 2026-03-31 | → |
| 240 | GREENROCK RESEARCH, INC. | 131825 | 39.3 | $863.9M | 6 | 2026-03-31 | → |
| 241 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | 37.9 | $2.20T | 3,760 | 2026-03-31 | → |
| 242 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | 111179 | 37.7 | $3.33B | 27 | 2026-03-31 | → |
| 243 | DORSEY ASSET MANAGEMENT LLC | 169056 | 37.6 | $1.45B | 10 | 2026-03-31 | → |
| 244 | SANTA LUCIA ASSET MANAGEMENT PTE. LTD. | 291669 | 37.3 | $1.20B | 11 | 2025-09-30 | → |
| 245 | BPS CAPITAL MANAGEMENT, INC. | 120006 | 37.2 | $3.10B | 5 | 2026-01-31 | → |
| 246 | DOUBLELINE CAPITAL LP | 152606 | 37.1 | $93.32B | 258 | 2026-03-31 | → |
| 247 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | 36.1 | $14.09B | 39 | 2026-05-31 | → |
| 248 | NEW FRONTIER ADVISORS, LLC | 147181 | 35.7 | $3.99B | 16 | 2026-03-31 | → |
| 249 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | 34.6 | $5.93B | 20 | 2026-03-31 | → |
| 250 | JANUS HENDERSON INVESTORS US LLC | 104652 | 34.5 | $380.43B | 1,013 | 2026-06-30 | → |
| 251 | CLEAR INVESTMENT RESEARCH, LLC | 172685 | 34.2 | $4.19B | 5 | 2026-03-31 | → |
| 252 | WELLTH ADVISORY SERVICES, LLC | 330537 | 34 | $26.68B | 74 | 2026-03-31 | → |
| 253 | KBC HOLDINGS LLC | 145988 | 33.6 | $249.0M | 1 | 2025-11-30 | → |
| 254 | GCM GROSVENOR L.P. | 108654 | 33.6 | $95.49B | 466 | 2026-06-30 | → |
| 255 | US ASSET MANAGEMENT, LLC | 124234 | 33.1 | $358.5M | 6 | 2026-03-31 | → |
| 256 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | 33 | $34.91B | 95 | 2026-03-31 | → |
| 257 | FIDUCIARYVEST, LLC | 134351 | 32.3 | $4.93B | 10 | 2026-03-31 | → |
| 258 | ARISTOTLE CAPITAL BOSTON, LLC | 173198 | 32.1 | $1.83B | 9 | 2026-03-31 | → |
| 259 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | 32 | $33.19B | 7 | 2025-12-31 | → |
| 260 | EXPAND FINANCIAL, LLC | 152515 | 31.5 | $2.77B | 6 | 2026-03-31 | → |
| 261 | KERUSSO CAPITAL MANAGEMENT, LLC | 316352 | 31.1 | $222.4M | 3 | 2026-03-31 | → |
| 262 | WRIGHT INVESTORS SERVICE INC | 106302 | 31.1 | $1.21B | 22 | 2026-03-31 | → |
| 263 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | 31.1 | $29.01B | 51 | 2026-03-31 | → |
| 264 | MUZINICH & CO., INC. | 22998 | 30.7 | $31.27B | 110 | 2026-06-30 | → |
| 265 | SOVEREIGN INVESTMENT ADVISORS LLC | 149040 | 30.7 | $3.31B | 8 | 2026-06-30 | → |
| 266 | SENTRY MANAGEMENT INC | 107379 | 30.1 | $5.44B | 5 | 2026-03-31 | → |
| 267 | WAYCROSS PARTNERS, LLC | 153838 | 29.8 | $1.18B | 13 | 2026-06-30 | → |
| 268 | NEXT CENTURY GROWTH INVESTORS LLC | 108978 | 29.1 | $1.52B | 9 | 2026-03-31 | → |
| 269 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | 29 | $30.51B | 249 | 2026-03-31 | → |
| 270 | GARNETT ADVISORS, LLC | 289930 | 28.9 | $265.7M | 2 | 2026-03-31 | → |
| 271 | LEGACY BEYOND WEALTH LLC | 328708 | 28.7 | $342.0M | 1 | 2026-03-31 | → |
| 272 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | 28.6 | $1.16B | 6 | 2026-03-31 | → |
| 273 | MARTINGALE ASSET MANAGEMENT LP | 108526 | 28.3 | $4.18B | 25 | 2026-03-31 | → |
| 274 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | 28.1 | $31.28B | 68 | 2026-06-30 | → |
| 275 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | 27.6 | $21.29B | 23 | 2025-07-31 | → |
| 276 | BROOKLANDS FUND MANAGEMENT LIMITED | 286221 | 27.5 | $1.46B | 13 | 2026-03-31 | → |
| 277 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | 169293 | 27.3 | $402.4M | 5 | 2026-03-31 | → |
| 278 | NINETY ONE NORTH AMERICA, INC. | 167922 | 27.1 | $41.47B | 68 | 2026-06-30 | → |
| 279 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP | 26455 | 27 | $228.7M | 20 | 2026-03-31 | → |
| 280 | CAPVISOR ASSOCIATES, LLC | 289154 | 27 | $633.1M | 6 | 2026-03-31 | → |
| 281 | PRIMETRUST ADVISORS LLC | 141625 | 26.8 | $421.6M | 3 | 2026-03-31 | → |
| 282 | OBERWEIS ASSET MANAGEMENT INC | 105471 | 26.5 | $5.06B | 31 | 2026-03-31 | → |
| 283 | TODD ASSET MANAGEMENT LLC | 109473 | 26.2 | $6.18B | 18 | 2026-03-31 | → |
| 284 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | 26 | $44.30B | 182 | 2026-03-31 | → |
| 285 | ADELANTE CAPITAL MANAGEMENT LLC | 107382 | 25.6 | $1.49B | 10 | 2026-03-31 | → |
| 286 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | 25.6 | $8.82B | 58 | 2026-03-31 | → |
| 287 | TOGWOTEE CIO, LLC | 311981 | 25.5 | $191.4M | 1 | 2026-01-31 | → |
| 288 | TYTHON CAPITAL, LLC | 285212 | 25.5 | $678.3M | 1 | 2026-04-30 | → |
| 289 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | 25 | $228.04B | 267 | 2026-03-31 | → |
| 290 | PAVE INVESTMENT ADVISORS, LLC. | 322420 | 24.9 | $669.6M | 7 | 2026-06-30 | → |
| 291 | FOREST INVESTMENT ASSOCIATES L.P. | 110163 | 24.9 | $5.24B | 55 | 2026-04-30 | → |
| 292 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | 24.4 | $5.02B | 43 | 2026-05-31 | → |
| 293 | WEATHERBIE CAPITAL, LLC | 105991 | 24.4 | $1.34B | 7 | 2026-06-30 | → |
| 294 | INSIGHT NORTH AMERICA LLC | 145995 | 24 | $171.09B | 238 | 2026-06-30 | → |
| 295 | LCG ASSOCIATES, INC. | 105971 | 24 | $2.61B | 58 | 2026-03-31 | → |
| 296 | ODEON CAPITAL ADVISORS LLC | 307619 | 23.8 | $967.5M | 14 | 2026-03-31 | → |
| 297 | PALISADES INVESTMENT PARTNERS, LLC | 128173 | 23.6 | $271.0M | 3 | 2026-02-28 | → |
| 298 | LES PLACEMENTS LOUISBOURG INC. LOUISBOURG INVESTMENTS INC. | 329547 | 23.4 | $2.31B | 28 | 2026-03-31 | → |
| 299 | REGAN CAPITAL, LLC | 158294 | 22.8 | $3.59B | 22 | 2026-03-31 | → |
| 300 | SNYDER CAPITAL MANAGEMENT LP | 108518 | 22.8 | $6.09B | 17 | 2026-03-31 | → |
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