Research Report · 2026-06-30
Top Registered Investment Advisers by Charity Clients
SEC-registered investment advisers ranked by reported charitable organization clients.
Firms
1,000
Total AUM
$65.63T
Median AUM
$5.03B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Charity Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | SUMMIT ROCK ADVISORS, LP | 144059 | 15 | $26.18B | 74 | 2026-03-31 | → |
| 902 | FRED ALGER MANAGEMENT, LLC | 106750 | 15 | $26.14B | 98 | 2026-05-31 | → |
| 903 | HIGHLAND ASSOCIATES INC | 104948 | 15 | $20.99B | 19 | 2026-03-31 | → |
| 904 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | 15 | $12.97B | 31 | 2026-05-31 | → |
| 905 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | 15 | $5.64B | 130 | 2026-06-30 | → |
| 906 | CWA ASSET MANAGEMENT GROUP, LLC | 158940 | 15 | $4.51B | 67 | 2026-04-30 | → |
| 907 | TIMUCUAN ASSET MANAGEMENT INC | 105899 | 15 | $3.81B | 10 | 2026-03-31 | → |
| 908 | WINDSOR ADVISORY GROUP, LLC | 122266 | 15 | $2.92B | 22 | 2026-03-31 | → |
| 909 | HARDY REED, LLC | 141024 | 15 | $2.89B | 18 | 2026-04-30 | → |
| 910 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 149124 | 15 | $2.39B | 91 | 2026-03-31 | → |
| 911 | MONECO ADVISORS, LLC | 171922 | 15 | $2.28B | 66 | 2026-06-30 | → |
| 912 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 300282 | 15 | $2.22B | 21 | 2026-03-31 | → |
| 913 | ORLEANS CAPITAL MANAGEMENT CORP | 111359 | 15 | $2.13B | 12 | 2026-03-31 | → |
| 914 | MINOT DEBLOIS ADVISORS LLC | 140170 | 15 | $2.04B | 4 | 2026-03-31 | → |
| 915 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | 112155 | 15 | $1.91B | 25 | 2026-03-31 | → |
| 916 | SOVRAN ADVISORS, LLC | 329415 | 15 | $1.87B | 64 | 2026-03-31 | → |
| 917 | FIRST LONG ISLAND INVESTORS, LLC | 167212 | 15 | $1.86B | 24 | 2026-03-31 | → |
| 918 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 175300 | 15 | $1.61B | 7 | 2026-04-30 | → |
| 919 | ANCHOR INVESTMENT MANAGEMENT, LLC | 135296 | 15 | $1.52B | 17 | 2026-03-31 | → |
| 920 | ECLECTIC ASSOCIATES, INC. | 111041 | 15 | $1.47B | 17 | 2026-04-30 | → |
| 921 | CJM WEALTH ADVISERS, LTD. | 107750 | 15 | $1.47B | 13 | 2026-06-30 | → |
| 922 | BERKSHIRE MONEY MANAGEMENT, INC. | 124873 | 15 | $1.23B | 22 | 2026-03-31 | → |
| 923 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | 138851 | 15 | $1.12B | 9 | 2026-03-31 | → |
| 924 | WILKINS INVESTMENT COUNSEL INC | 104913 | 15 | $1.12B | 11 | 2026-04-30 | → |
| 925 | TOWNELEY CAPITAL MANAGEMENT, INC. | 169863 | 15 | $1.09B | 12 | 2026-04-30 | → |
| 926 | CORVUS WEALTH ADVISORS LLC | 311261 | 15 | $1.08B | 19 | 2026-03-31 | → |
| 927 | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC | 104749 | 15 | $933.7M | 6 | 2026-03-31 | → |
| 928 | VANTAGE FINANCIAL GROUP, INC. | 105950 | 15 | $866.9M | 60 | 2026-03-31 | → |
| 929 | LOMBARD ADVISERS INCORPORATED | 108231 | 15 | $669.8M | 41 | 2026-03-31 | → |
| 930 | RIVERWATER PARTNERS LLC | 283540 | 15 | $660.9M | 11 | 2026-06-30 | → |
| 931 | BRAVE ASSET MANAGEMENT, INC. | 108512 | 15 | $624.3M | 7 | 2026-03-31 | → |
| 932 | ALLODIUM INVESTMENT CONSULTANTS, LLC | 135812 | 15 | $576.8M | 12 | 2026-02-28 | → |
| 933 | BROWN WEALTH MANAGEMENT, LLC | 324695 | 15 | $530.8M | 12 | 2026-03-31 | → |
| 934 | DEAN, JACOBSON FINANCIAL SERVICES, LLC | 115879 | 15 | $519.4M | 8 | 2026-03-31 | → |
| 935 | 44 WEALTH MANAGEMENT LLC | 309647 | 15 | $487.4M | 5 | 2026-03-31 | → |
| 936 | HARRINGTON INVESTMENTS, INCORPORATED | 110790 | 15 | $355.2M | 5 | 2025-09-30 | → |
| 937 | SHORE POINT ADVISORS, LLC | 296848 | 15 | $327.7M | 5 | 2026-03-31 | → |
| 938 | VISTA FINANCE, LLC | 312082 | 15 | $320.0M | 5 | 2026-03-31 | → |
| 939 | BIG SIOUX FINANCIAL, INC. | 299593 | 15 | $235.2M | 7 | 2026-02-28 | → |
| 940 | J.E. SIMMONS & CO., P.C. | 108789 | 15 | $213.1M | 4 | 2026-06-30 | → |
| 941 | WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY | 279034 | 15 | $121.3M | 3 | 2026-06-30 | → |
| 942 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | 14 | $183.62B | 496 | 2026-03-31 | → |
| 943 | CAPITAL BANK AND TRUST COMPANY | 170017 | 14 | $139.29B | 121 | 2026-05-31 | → |
| 944 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | 14 | $81.09B | 569 | 2026-03-31 | → |
| 945 | MEEDER PUBLIC FUNDS, INC. | 106816 | 14 | $70.16B | 77 | 2026-06-30 | → |
| 946 | HALL CAPITAL PARTNERS LLC | 106759 | 14 | $50.30B | 175 | 2025-03-31 | → |
| 947 | SCS CAPITAL MANAGEMENT LLC | 122258 | 14 | $48.65B | 213 | 2026-03-31 | → |
| 948 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20472 | 14 | $37.93B | 1,293 | 2026-04-30 | → |
| 949 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | 14 | $12.88B | 82 | 2026-05-31 | → |
| 950 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | 14 | $12.76B | 93 | 2026-03-31 | → |
| 951 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | 14 | $8.44B | 37 | 2026-03-31 | → |
| 952 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | 14 | $7.80B | 83 | 2026-03-31 | → |
| 953 | RFG ADVISORY, LLC | 158401 | 14 | $6.81B | 311 | 2026-06-30 | → |
| 954 | CHICAGO CAPITAL, LLC | 291624 | 14 | $4.82B | 18 | 2026-01-31 | → |
| 955 | WEALTHCARE CAPITAL MANAGEMENT LLC | 111119 | 14 | $3.93B | 54 | 2026-05-31 | → |
| 956 | GUIDESTONE INVESTMENT SERVICES | 338335 | 14 | $3.91B | 28 | 2026-03-31 | → |
| 957 | LINDBROOK CAPITAL, LLC | 155812 | 14 | $3.50B | 10 | 2025-02-28 | → |
| 958 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | 14 | $3.24B | 36 | 2026-03-31 | → |
| 959 | LCP INSTITUTIONAL, LLC | 325133 | 14 | $3.18B | 8 | 2026-03-31 | → |
| 960 | ROTHSCHILD INVESTMENT LLC | 728 | 14 | $2.79B | 39 | 2026-03-31 | → |
| 961 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | 14 | $2.58B | 19 | 2026-03-31 | → |
| 962 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | 108400 | 14 | $2.44B | 13 | 2026-02-28 | → |
| 963 | ANCHOR CAPITAL ADVISORS LLC | 105540 | 14 | $2.37B | 42 | 2026-03-31 | → |
| 964 | CAPITOL SECURITIES MANAGEMENT, INC. | 14169 | 14 | $2.16B | 170 | 2026-03-31 | → |
| 965 | SAWGRASS ASSET MANAGEMENT LLC | 108831 | 14 | $2.05B | 15 | 2026-04-30 | → |
| 966 | 3EDGE ASSET MANAGEMENT, LP | 282059 | 14 | $1.95B | 24 | 2026-04-30 | → |
| 967 | CONSERVEST CAPITAL ADVISORS INC | 111353 | 14 | $1.92B | 7 | 2026-03-31 | → |
| 968 | ANNANDALE CAPITAL, LLC | 136667 | 14 | $1.55B | 5 | 2026-03-31 | → |
| 969 | ALLIED INVESTMENT ADVISORS LLC | 159103 | 14 | $1.49B | 12 | 2026-02-28 | → |
| 970 | OAK CITY CONSULTING, LLC | 162220 | 14 | $1.43B | 6 | 2026-03-31 | → |
| 971 | 49 WEALTH MANAGEMENT, LLC | 319484 | 14 | $1.40B | 167 | 2026-03-31 | → |
| 972 | SHEPHERD FINANCIAL PARTNERS, LLC | 169093 | 14 | $1.38B | 24 | 2026-03-31 | → |
| 973 | ONE DAY IN JULY LLC | 284335 | 14 | $1.36B | 23 | 2026-02-28 | → |
| 974 | PROMETHOS CAPITAL, LLC | 300915 | 14 | $1.27B | 6 | 2026-04-30 | → |
| 975 | PRUDENT MANAGEMENT ASSOCIATES | 16691 | 14 | $1.23B | 13 | 2026-03-31 | → |
| 976 | CABOT WEALTH MANAGEMENT | 107327 | 14 | $1.22B | 16 | 2026-06-30 | → |
| 977 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 150529 | 14 | $1.17B | 20 | 2026-03-31 | → |
| 978 | CADINHA & CO LLC | 108135 | 14 | $1.12B | 19 | 2026-03-31 | → |
| 979 | FINANCIAL ADVISORY CORPORATION | 105472 | 14 | $1.10B | 14 | 2026-02-28 | → |
| 980 | FORM WEALTH ADVISORS, LLC | 326519 | 14 | $1.06B | 16 | 2026-03-31 | → |
| 981 | GOULD ASSET MANAGEMENT LLC | 113098 | 14 | $1.03B | 15 | 2026-04-30 | → |
| 982 | FTA ASSET MANAGEMENT, LLC | 332377 | 14 | $1.01B | 13 | 2026-03-31 | → |
| 983 | ADVISORY RESEARCH INC | 108254 | 14 | $991.3M | 14 | 2026-03-31 | → |
| 984 | BRICKLEY WEALTH MANAGEMENT | 287487 | 14 | $950.1M | 7 | 2026-05-31 | → |
| 985 | MENGIS CAPITAL MANAGEMENT, INC. | 117127 | 14 | $903.5M | 7 | 2026-02-28 | → |
| 986 | RELEVANT WEALTH ADVISORS, LLC | 1489 | 14 | $799.0M | 4 | 2026-03-31 | → |
| 987 | WESTWIND CAPITAL | 106802 | 14 | $795.9M | 10 | 2026-04-30 | → |
| 988 | RAMSAY STATTMAN VELA & PRICE INC | 105156 | 14 | $778.5M | 7 | 2026-01-31 | → |
| 989 | BRUTON CHISNELL ADVISORS, LLC | 293192 | 14 | $772.5M | 3 | 2026-03-31 | → |
| 990 | ROMAN BUTLER FULLERTON & CO | 104771 | 14 | $716.1M | 17 | 2026-04-30 | → |
| 991 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC | 109962 | 14 | $712.7M | 13 | 2026-03-31 | → |
| 992 | HAMILTON WEALTH, LLC | 289462 | 14 | $697.8M | 4 | 2026-03-31 | → |
| 993 | CAPSHIFT ADVISORS, LLC | 309860 | 14 | $628.0M | 16 | 2026-03-31 | → |
| 994 | ENVOY ADVISORY INC. | 306559 | 14 | $615.0M | 23 | 2026-03-31 | → |
| 995 | HARVEST INVESTMENT CONSULTANTS LLC | 110258 | 14 | $549.0M | 12 | 2026-03-31 | → |
| 996 | THE MAIN STREET GROUP, LTD | 175502 | 14 | $515.3M | 13 | 2026-05-31 | → |
| 997 | SPECTRUM WEALTH ADVISORY GROUP, LLC | 298632 | 14 | $445.4M | 5 | 2026-03-31 | → |
| 998 | FSB PREMIER WEALTH MANAGEMENT, INC. | 15898 | 14 | $431.7M | 12 | 2026-03-31 | → |
| 999 | UNIQUE WEALTH STRATEGIES | 323994 | 14 | $381.5M | 10 | 2026-03-31 | → |
| 1000 | GUGGENHEIM WEALTH SOLUTIONS, LLC | 283238 | 14 | $371.3M | 10 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30