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 | |
|---|---|---|---|---|---|---|---|
| 601 | RETIREMENT ADVISORS, LLC | 147701 | 4.2 | $186.4M | 3 | 2026-03-31 | → |
| 602 | SNOWCAP CAPITAL MANAGEMENT, LLC | 146883 | 4.2 | $238.9M | 2 | 2026-03-31 | → |
| 603 | TRIASIMA PORTFOLIO MANAGEMENT INC. | 304577 | 4.2 | $1.11B | 24 | 2026-03-31 | → |
| 604 | FAIRLIGHT ADVISORS LLC | 305352 | 4.2 | $109.3M | 2 | 2026-03-31 | → |
| 605 | TWELE CAPITAL MANAGEMENT, INC. | 130239 | 4.2 | $578.5M | 4 | 2026-01-31 | → |
| 606 | QSV EQUITY INVESTORS LLC | 283060 | 4.2 | $113.3M | 3 | 2025-03-31 | → |
| 607 | MARTIN & COMPANY, INC | 108718 | 4.1 | $1.65B | 6 | 2026-05-31 | → |
| 608 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | 4.1 | $10.49B | 30 | 2026-03-31 | → |
| 609 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | 4.1 | $57.92B | 753 | 2026-05-31 | → |
| 610 | GALAPAGOS ADVISORY LLC | 322042 | 4.1 | $395.7M | 8 | 2026-03-31 | → |
| 611 | ECHELON GROUP, INC. | 333195 | 4.1 | $265.2M | 5 | 2026-06-30 | → |
| 612 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | 4.1 | $6.68B | 30 | 2026-05-31 | → |
| 613 | DENALI ADVISORS, LLC | 110242 | 4.1 | $1.39B | 14 | 2026-03-31 | → |
| 614 | M2 FINANCIAL LLC | 288829 | 4.1 | $158.0M | 6 | 2026-05-31 | → |
| 615 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | 4 | $25.59B | 76 | 2026-05-31 | → |
| 616 | HECK CAPITAL ADVISORS, LLC | 143848 | 4 | $11.31B | 30 | 2026-03-31 | → |
| 617 | LUNT CAPITAL MANAGEMENT INC. | 125183 | 4 | $601.5M | 7 | 2026-03-31 | → |
| 618 | COLBERT INVESTMENT MANAGEMENT CO | 108642 | 4 | $295.8M | 3 | 2026-03-31 | → |
| 619 | CONNECTIVE PORTFOLIO MANAGEMENT, LLC | 297755 | 4 | $121.3M | 2 | 2026-02-28 | → |
| 620 | IRONVINE CAPITAL PARTNERS, LLC | 168892 | 3.9 | $1.14B | 5 | 2026-05-31 | → |
| 621 | BPM WEALTH ADVISORS, LLC | 325909 | 3.9 | $268.3M | 6 | 2026-01-31 | → |
| 622 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | 3.9 | $50.51B | 190 | 2026-04-30 | → |
| 623 | DOUGLAS CAPITAL MANAGEMENT INC | 106262 | 3.9 | $295.2M | 4 | 2026-03-31 | → |
| 624 | FLOW FOCUS LLC | 306849 | 3.9 | $174.9M | 4 | 2026-03-31 | → |
| 625 | THE ABBIT MANAGEMENT CORP | 110507 | 3.9 | $252.3M | 7 | 2025-08-31 | → |
| 626 | QUANTITATIVE PROCESS, LLC | 165699 | 3.9 | $502.1M | 3 | 2026-02-28 | → |
| 627 | FIDUCIARY ADVISOR ADVOCATES, LLC | 169039 | 3.8 | $106.4M | 1 | 2026-04-30 | → |
| 628 | PATIENT CAPITAL MANAGEMENT, LLC | 307336 | 3.8 | $2.50B | 10 | 2026-03-31 | → |
| 629 | NICHOLAS CO INC | 108347 | 3.8 | $6.08B | 16 | 2026-01-31 | → |
| 630 | SFAM, LLC | 145026 | 3.8 | $896.5M | 6 | 2026-03-31 | → |
| 631 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 112500 | 3.7 | $8.77B | 27 | 2026-03-31 | → |
| 632 | CALDERWOOD FINANCIAL STRATEGIES, INC. | 313466 | 3.7 | $228.5M | 5 | 2026-03-31 | → |
| 633 | M.D. SASS, LLC | 110590 | 3.7 | $2.06B | 19 | 2026-03-31 | → |
| 634 | FOSTER & WOOD, INC. | 165362 | 3.7 | $218.7M | 3 | 2026-03-31 | → |
| 635 | GFS WEALTH MANAGEMENT ADVISORS, INC. | 285679 | 3.7 | $238.6M | 4 | 2026-04-30 | → |
| 636 | BRIGHT INVESTMENTS, LLC | 269955 | 3.7 | $151.5M | 6 | 2026-03-31 | → |
| 637 | ROBERT HARRELL INCORPORATED | 106191 | 3.7 | $885.3M | 5 | 2026-03-31 | → |
| 638 | CROSSINGBRIDGE ADVISORS, LLC | 286594 | 3.7 | $4.18B | 16 | 2026-06-30 | → |
| 639 | ZEGA INVESTMENTS, LLC | 330428 | 3.6 | $614.0M | 10 | 2026-03-31 | → |
| 640 | ACKERMAN ASSET MANAGEMENT, LLC | 137958 | 3.6 | $793.5M | 1 | 2026-03-31 | → |
| 641 | SUMMIT GROUP RETIREMENT PLANNERS, INC. | 169823 | 3.6 | $302.3M | 4 | 2026-02-28 | → |
| 642 | PASI INVESTMENTS, LLC | 145640 | 3.6 | $676.3M | 8 | 2026-03-31 | → |
| 643 | MAREN CAPITAL LLC | 319626 | 3.6 | $2.08B | 6 | 2026-04-30 | → |
| 644 | SEABIRD FINANCIAL CORPORATION | 284125 | 3.6 | $419.1M | 6 | 2026-04-30 | → |
| 645 | SMITH BROTHERS FINANCIAL, LLC | 322951 | 3.6 | $1.11B | 7 | 2026-05-31 | → |
| 646 | RAINE CAPITAL LLC | 157939 | 3.6 | $2.75B | 183 | 2026-05-31 | → |
| 647 | MARSHALL + STERLING WEALTH ADVISORS, INC. | 164345 | 3.6 | $1.59B | 15 | 2026-05-31 | → |
| 648 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | 3.6 | $5.49B | 42 | 2026-03-31 | → |
| 649 | PCA INVESTMENT ADVISORY SERVICES, INC. | 123475 | 3.6 | $4.31B | 15 | 2026-03-31 | → |
| 650 | TRUE LINK FINANCIAL ADVISORS, LLC | 281870 | 3.6 | $1.89B | 7 | 2026-03-31 | → |
| 651 | NBT CAPITAL MANAGEMENT, INC. | 104932 | 3.6 | $1.61B | 15 | 2026-06-30 | → |
| 652 | PREISZ ASSOCIATES, INC. | 144469 | 3.6 | $701.7M | 10 | 2026-03-31 | → |
| 653 | MONTROSE ADVISORS INCORPORATED | 105918 | 3.5 | $670.8M | 5 | 2026-03-31 | → |
| 654 | CACTI ASSET MANAGEMENT, LLC | 156131 | 3.5 | $1.82B | 1 | 2026-01-31 | → |
| 655 | NS MANAGEMENT LTD | 297781 | 3.5 | $850.3M | 2 | 2026-06-30 | → |
| 656 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | 3.5 | $29.73B | 137 | 2026-05-31 | → |
| 657 | FAIRHOLME CAPITAL MANAGEMENT, L.L.C. | 107987 | 3.5 | $2.14B | 7 | 2026-03-31 | → |
| 658 | SOLOMON API LLC | 159471 | 3.5 | $389.0M | 3 | 2026-06-30 | → |
| 659 | 360 ONE ASSET MANAGEMENT LIMITED | 300914 | 3.5 | $4.31B | 130 | 2026-06-30 | → |
| 660 | IMA ADVISORY SERVICES, INC. | 112091 | 3.5 | $3.90B | 50 | 2026-05-31 | → |
| 661 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | 3.4 | $14.70B | 23 | 2026-04-30 | → |
| 662 | EASTERLY INVESTMENT PARTNERS LLC | 299607 | 3.4 | $2.83B | 27 | 2026-04-30 | → |
| 663 | SOUTHEASTERN ASSET MANAGEMENT INC. | 105276 | 3.4 | $3.70B | 29 | 2026-03-31 | → |
| 664 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | 3.4 | $35.80B | 45 | 2026-03-31 | → |
| 665 | TRINITY INVESTMENT MANAGEMENT, LLC | 133873 | 3.4 | $126.2M | 4 | 2026-04-30 | → |
| 666 | ALLIANCEBERNSTEIN L.P. | 108477 | 3.4 | $763.40B | 4,204 | 2026-03-31 | → |
| 667 | D.B. FITZPATRICK & CO., INC. | 105671 | 3.4 | $487.0M | 10 | 2026-03-31 | → |
| 668 | DS INVESTMENT ADVISORS | 319351 | 3.4 | $386.1M | 4 | 2026-03-31 | → |
| 669 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | 3.3 | $17.14B | 184 | 2025-07-31 | → |
| 670 | CYPRESS CAPITAL WEALTH MANAGEMENT, LLC | 312340 | 3.3 | $330.2M | 4 | 2026-03-31 | → |
| 671 | BROWN ADVISORY LTD. | 168985 | 3.3 | $26.58B | 110 | 2026-03-31 | → |
| 672 | DIMENSION CAPITAL MANAGEMENT LLC | 109380 | 3.3 | $7.29B | 50 | 2026-03-31 | → |
| 673 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | 3.3 | $1.71B | 21 | 2026-03-31 | → |
| 674 | MAYFLOWER FINANCIAL ADVISORS, LLC | 307857 | 3.3 | $5.82B | 33 | 2026-05-31 | → |
| 675 | PHOENIX ASSET MANAGEMENT PARTNERS LIMITED | 284936 | 3.3 | $2.40B | 20 | 2026-06-30 | → |
| 676 | RETIREMENT PLAN ADVISORS, LLC | 122758 | 3.3 | $3.54B | 47 | 2026-03-31 | → |
| 677 | WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | 3.3 | $8.08B | 36 | 2026-03-31 | → |
| 678 | KINGS PATH PARTNERS LLC | 269876 | 3.3 | $1.53B | 8 | 2026-02-28 | → |
| 679 | POSTROCK PARTNERS LLC | 328865 | 3.3 | $489.1M | 5 | 2026-05-31 | → |
| 680 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | 3.3 | $9.92B | 80 | 2026-06-30 | → |
| 681 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 3.3 | $1.25T | 662 | 2026-06-30 | → |
| 682 | SEACREST INVESTMENT MANAGEMENT, LLC | 143670 | 3.3 | $110.9M | 3 | 2026-02-28 | → |
| 683 | TRIBRIDGE PARTNERS FINANCIAL LLC | 326489 | 3.3 | $1.60B | 23 | 2026-06-30 | → |
| 684 | CLAREMONT CAPITAL MANAGEMENT, LLC | 155189 | 3.3 | $843.9M | 3 | 2026-03-31 | → |
| 685 | STEGNER INVESTMENT ASSOCIATES INC | 107480 | 3.2 | $2.77B | 10 | 2026-03-31 | → |
| 686 | CROSSPOINT CAPITAL STRATEGIES, LLC | 150212 | 3.2 | $118.0M | 2 | 2026-05-31 | → |
| 687 | SMITH AFFILIATED CAPITAL CORP | 107675 | 3.2 | $1.68B | 10 | 2026-03-31 | → |
| 688 | HORSE COVE PARTNERS LLC | 172389 | 3.2 | $106.6M | 9 | 2026-03-31 | → |
| 689 | MARTIN INVESTMENT MANAGEMENT, LLC | 105381 | 3.2 | $888.1M | 12 | 2026-04-30 | → |
| 690 | HOLDUN FAMILY OFFICE LLC | 300709 | 3.2 | $114.5M | 4 | 2025-02-28 | → |
| 691 | ADVUS FINANCIAL PARTNERS, LLC | 311990 | 3.1 | $3.97B | 16 | 2026-06-30 | → |
| 692 | GOLDFARB FINANCIAL MANAGEMENT, LLC | 306271 | 3.1 | $126.4M | 1 | 2026-05-31 | → |
| 693 | ENERGY INCOME PARTNERS LLC | 140799 | 3.1 | $6.06B | 21 | 2026-05-31 | → |
| 694 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 111846 | 3.1 | $532.7M | 25 | 2026-04-30 | → |
| 695 | FIRST NATIONAL ADVISERS, LLC | 277146 | 3.1 | $7.37B | 35 | 2026-06-30 | → |
| 696 | STONEBRIDGE FINANCIAL GROUP, LLC | 337972 | 3.1 | $2.40B | 10 | 2026-06-30 | → |
| 697 | SELECT EQUITY GROUP, L.P. | 168496 | 3.1 | $36.38B | 171 | 2026-03-31 | → |
| 698 | ARDENWOOD ADVISORS, LLC | 337412 | 3.1 | $107.1M | 2 | 2026-06-30 | → |
| 699 | SIZEMORE CAPITAL MANAGEMENT, LLC | 146961 | 3 | $109.4M | 3 | 2026-01-31 | → |
| 700 | ANDERSON FINANCIAL PARTNERS, INC. | 126641 | 3 | $1.52B | 4 | 2026-03-31 | → |
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