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 | |
|---|---|---|---|---|---|---|---|
| 101 | PNC WEALTH MANAGEMENT | 129052 | 174 | $30.27B | 1,713 | 2026-06-30 | → |
| 102 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | 171 | $40.94B | 278 | 2026-03-31 | → |
| 103 | MERCER GLOBAL ADVISORS INC. | 147363 | 166 | $84.40B | 1,429 | 2026-05-31 | → |
| 104 | NEWEDGE ADVISORS, LLC | 171351 | 166 | $43.21B | 1,073 | 2026-06-30 | → |
| 105 | INCOME RESEARCH + MANAGEMENT | 104863 | 165 | $130.65B | 218 | 2026-03-31 | → |
| 106 | FUND EVALUATION GROUP, LLC | 121658 | 164 | $23.86B | 136 | 2026-03-31 | → |
| 107 | HARDING LOEVNER LP | 104543 | 159 | $32.06B | 104 | 2026-03-31 | → |
| 108 | HARBOUR INVESTMENTS, INC. | 19258 | 159 | $9.60B | 232 | 2026-06-30 | → |
| 109 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | 158 | $43.54B | 170 | 2026-04-30 | → |
| 110 | BEACON POINTE ADVISORS, LLC | 119290 | 156 | $54.87B | 780 | 2026-05-31 | → |
| 111 | AVANTAX PLANNING PARTNERS, INC. | 106237 | 153 | $7.57B | 261 | 2026-06-30 | → |
| 112 | RAFFA WEALTH MANAGEMENT LLC | 136971 | 153 | $1.70B | 9 | 2026-03-31 | → |
| 113 | JENNISON ASSOCIATES LLC | 107959 | 151 | $214.84B | 360 | 2026-03-31 | → |
| 114 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | 149 | $136.48B | 32 | 2026-03-31 | → |
| 115 | GAMCO ASSET MANAGEMENT INC. | 104950 | 149 | $11.69B | 120 | 2026-03-31 | → |
| 116 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | 149 | $5.63B | 43 | 2026-06-30 | → |
| 117 | MANNING & NAPIER ADVISORS, LLC | 105992 | 148 | $17.03B | 195 | 2026-06-30 | → |
| 118 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | 147 | $50.51B | 190 | 2026-04-30 | → |
| 119 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | 147 | $33.52B | 549 | 2026-06-30 | → |
| 120 | 1919 INVESTMENT COUNSEL, LLC | 133370 | 146 | $26.04B | 131 | 2026-04-30 | → |
| 121 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | 145 | $3.75T | 1,417 | 2026-05-31 | → |
| 122 | MARINER, LLC | 140195 | 145 | $125.41B | 1,889 | 2026-03-31 | → |
| 123 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | 145 | $35.69B | 151 | 2026-05-31 | → |
| 124 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | 144 | $9.22B | 200 | 2026-04-30 | → |
| 125 | CITIGROUP GLOBAL MARKETS INC. | 7059 | 143 | $56.01B | 7,036 | 2026-06-30 | → |
| 126 | MARQUETTE ASSOCIATES, INC. | 21572 | 143 | $47.06B | 147 | 2026-05-31 | → |
| 127 | LAZARD ASSET MANAGEMENT LLC | 122836 | 141 | $120.52B | 532 | 2026-03-31 | → |
| 128 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | 141 | $34.50B | 81 | 2026-03-31 | → |
| 129 | FRANKLIN ADVISERS, INC. | 104517 | 139 | $509.45B | 384 | 2026-05-31 | → |
| 130 | CIBC ASSET MANAGEMENT INC. | 106508 | 139 | $162.84B | 478 | 2026-06-30 | → |
| 131 | TIAA KASPICK, LLC | 104554 | 139 | $8.74B | 115 | 2026-06-30 | → |
| 132 | GREAT LAKES ADVISORS, LLC | 110757 | 135 | $16.16B | 84 | 2026-05-31 | → |
| 133 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | 135 | $5.31B | 12 | 2025-11-30 | → |
| 134 | HARRIS ASSOCIATES LP | 106960 | 133 | $109.48B | 221 | 2026-03-31 | → |
| 135 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | 131 | $5.20B | 31 | 2025-12-31 | → |
| 136 | ARAX ADVISORY PARTNERS, LLC | 133535 | 130 | $23.18B | 319 | 2026-06-30 | → |
| 137 | APELLA CAPITAL, LLC | 171106 | 129 | $11.07B | 179 | 2026-06-30 | → |
| 138 | COMPOUND PLANNING, INC. | 171787 | 129 | $4.85B | 119 | 2026-03-31 | → |
| 139 | SAGE, RUTTY & CO., INC. | 3254 | 129 | $3.46B | 36 | 2026-03-31 | → |
| 140 | IFP ADVISORS, LLC | 125112 | 128 | $16.29B | 328 | 2026-06-30 | → |
| 141 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | 127 | $24.40B | 61 | 2026-03-31 | → |
| 142 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | 127 | $12.47B | 52 | 2026-04-30 | → |
| 143 | COMMONFUND OCIO, INC. | 110689 | 124 | $22.66B | 42 | 2025-12-31 | → |
| 144 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | 123 | $25.41B | 94 | 2026-03-31 | → |
| 145 | RBC ROCHDALE, LLC | 117198 | 122 | $72.96B | 269 | 2026-05-31 | → |
| 146 | STRATOS WEALTH PARTNERS, LTD | 153184 | 121 | $18.65B | 618 | 2026-06-30 | → |
| 147 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | 119 | $280.48B | 381 | 2026-03-31 | → |
| 148 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | 118 | $5.61B | 26 | 2026-04-30 | → |
| 149 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | 116 | $113.59B | 1,311 | 2026-03-31 | → |
| 150 | OSAIC FA, INC. | 3978 | 115 | $37.13B | 1,607 | 2025-01-31 | → |
| 151 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | 115 | $11.58B | 64 | 2026-03-31 | → |
| 152 | ALESCO ADVISORS LLC | 108590 | 115 | $4.81B | 27 | 2025-03-31 | → |
| 153 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | 114 | $43.00B | 225 | 2026-03-31 | → |
| 154 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | 114 | $24.65B | 289 | 2026-06-30 | → |
| 155 | ICONIQ CAPITAL, LLC | 159198 | 113 | $117.53B | 513 | 2026-04-30 | → |
| 156 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | 155186 | 113 | $3.79B | 42 | 2026-03-31 | → |
| 157 | BRANDES INVESTMENT PARTNERS, LP | 105404 | 112 | $40.65B | 149 | 2026-04-30 | → |
| 158 | FIAM LLC | 133196 | 111 | $347.73B | 196 | 2026-03-31 | → |
| 159 | SAVANT CAPITAL, LLC | 107271 | 111 | $49.57B | 659 | 2026-04-30 | → |
| 160 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | 110 | $14.89B | 56 | 2026-03-31 | → |
| 161 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | 110 | $11.31B | 79 | 2026-06-30 | → |
| 162 | TD PRIVATE CLIENT WEALTH LLC | 164484 | 110 | $8.57B | 671 | 2026-06-30 | → |
| 163 | FAYEZ SAROFIM & CO., LLC | 106584 | 109 | $35.07B | 54 | 2026-05-31 | → |
| 164 | FIRST MANHATTAN CO. LLC | 325281 | 108 | $38.09B | 147 | 2026-04-30 | → |
| 165 | ECIO, INC. | 301432 | 108 | $395.6M | 8 | 2026-06-30 | → |
| 166 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 107 | $390.04B | 9,675 | 2026-06-30 | → |
| 167 | ALLWORTH FINANCIAL, L.P. | 111167 | 107 | $33.55B | 493 | 2026-03-31 | → |
| 168 | PAYDEN & RYGEL | 107160 | 105 | $158.23B | 194 | 2026-03-31 | → |
| 169 | VALICENTI ADVISORY SERVICES INC | 110669 | 104 | $820.0M | 11 | 2026-03-31 | → |
| 170 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | 102 | $6.72B | 55 | 2026-03-31 | → |
| 171 | KEY INVESTMENT SERVICES LLC | 136300 | 100 | $8.88B | 1,325 | 2026-06-30 | → |
| 172 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | 100 | $2.28B | 10 | 2026-05-31 | → |
| 173 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | 99 | $22.98B | 164 | 2026-05-31 | → |
| 174 | FIERA CAPITAL INC. | 113638 | 98 | $17.28B | 95 | 2026-03-31 | → |
| 175 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | 97 | $9.57B | 34 | 2026-03-31 | → |
| 176 | CORNERSTONE MANAGEMENT, INC. | 125828 | 97 | $2.29B | 19 | 2026-03-31 | → |
| 177 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | 96 | $28.47B | 304 | 2026-03-31 | → |
| 178 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | 96 | $18.81B | 140 | 2026-03-31 | → |
| 179 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 20804 | 96 | $12.77B | 620 | 2026-06-30 | → |
| 180 | STERLING CAPITAL MANAGEMENT LLC | 135405 | 95 | $69.23B | 186 | 2026-03-31 | → |
| 181 | WEALTHSPIRE ADVISORS LLC | 106181 | 94 | $34.32B | 397 | 2026-04-30 | → |
| 182 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | 94 | $14.20B | 79 | 2026-03-31 | → |
| 183 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | 94 | $9.75B | 123 | 2026-03-31 | → |
| 184 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | 93 | $15.66B | 736 | 2026-03-31 | → |
| 185 | FIDUCIARY MANAGEMENT, INC. | 109149 | 93 | $11.36B | 25 | 2026-06-30 | → |
| 186 | IHT WEALTH MANAGEMENT LLC | 171481 | 93 | $9.80B | 179 | 2026-03-31 | → |
| 187 | BRAMSHILL INVESTMENTS, LLC | 162492 | 92 | $8.14B | 38 | 2026-03-31 | → |
| 188 | ADVISOR PARTNERS II, LLC | 321633 | 91 | $13.91B | 26 | 2026-03-31 | → |
| 189 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | 91 | $9.95B | 18 | 2026-03-31 | → |
| 190 | MAI CAPITAL MANAGEMENT, LLC | 109807 | 90 | $52.10B | 562 | 2026-05-31 | → |
| 191 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | 90 | $24.86B | 41 | 2026-03-31 | → |
| 192 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | 90 | $18.83B | 75 | 2025-12-31 | → |
| 193 | CAPITAL WEALTH PLANNING, LLC | 150764 | 89 | $17.25B | 30 | 2026-03-31 | → |
| 194 | SEGALL BRYANT & HAMILL, LLC | 106505 | 88 | $22.64B | 161 | 2026-06-30 | → |
| 195 | ROCKEFELLER & CO. LLC | 294197 | 87 | $36.76B | 602 | 2026-03-31 | → |
| 196 | SYNOVUS SECURITIES, INC. | 14023 | 86 | $8.45B | 280 | 2026-01-31 | → |
| 197 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | 85 | $12.93B | 624 | 2026-03-31 | → |
| 198 | ALTAIR ADVISERS, LLC | 120642 | 85 | $9.76B | 75 | 2026-03-31 | → |
| 199 | NEPC, LLC | 110562 | 84 | $152.72B | 379 | 2026-05-31 | → |
| 200 | WAVERLY ADVISORS, LLC | 115332 | 81 | $29.78B | 414 | 2026-06-30 | → |
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