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 | |
|---|---|---|---|---|---|---|---|
| 201 | MATSON MONEY, INC. | 110425 | 81 | $24.33B | 69 | 2026-05-31 | → |
| 202 | CASSADAY & CO WEALTH MANAGEMENT LLC | 317672 | 80 | $7.14B | 97 | 2026-03-31 | → |
| 203 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | 80 | $6.87B | 35 | 2026-03-31 | → |
| 204 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | 79 | $469.98B | 758 | 2026-06-30 | → |
| 205 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | 79 | $64.84B | 305 | 2026-06-30 | → |
| 206 | LPL ENTERPRISE, LLC | 8733 | 79 | $24.94B | 5,215 | 2026-03-31 | → |
| 207 | F/M INVESTMENTS LLC | 304405 | 77 | $17.74B | 83 | 2026-03-31 | → |
| 208 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | 77 | $7.51B | 69 | 2026-04-30 | → |
| 209 | HIGHLAND CAPITAL MANAGEMENT, LLC | 104842 | 77 | $3.83B | 21 | 2026-03-31 | → |
| 210 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | 76 | $2.20T | 3,760 | 2026-03-31 | → |
| 211 | FAITHWARD ADVISORS, LLC | 116978 | 76 | $1.05B | 47 | 2026-03-31 | → |
| 212 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | 75 | $154.66B | 598 | 2026-03-31 | → |
| 213 | TRUIST ADVISORY SERVICES, INC. | 283390 | 75 | $77.39B | 2,461 | 2026-06-30 | → |
| 214 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | 75 | $39.14B | 460 | 2026-06-30 | → |
| 215 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | 75 | $31.69B | 1,923 | 2026-06-30 | → |
| 216 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | 75 | $30.25B | 30 | 2026-03-31 | → |
| 217 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | 75 | $12.24B | 53 | 2026-03-31 | → |
| 218 | BECKER CAPITAL MANAGEMENT INC | 110489 | 75 | $5.73B | 42 | 2026-03-31 | → |
| 219 | MOORS & CABOT, INC. | 594 | 75 | $3.44B | 121 | 2025-09-30 | → |
| 220 | GLOBALT INVESTMENTS LLC | 328039 | 75 | $3.02B | 18 | 2026-04-30 | → |
| 221 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 74 | $1.43T | 1,868 | 2026-03-31 | → |
| 222 | BAHL & GAYNOR INC | 106139 | 74 | $20.99B | 79 | 2026-02-28 | → |
| 223 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | 73 | $12.27B | 48 | 2025-12-31 | → |
| 224 | JAMES HAMBRO & PARTNERS LLP | 286283 | 73 | $10.56B | 166 | 2025-11-30 | → |
| 225 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | 73 | $4.17B | 39 | 2026-03-31 | → |
| 226 | EQUITY INVESTMENT CORPORATION | 283930 | 73 | $3.51B | 27 | 2026-03-31 | → |
| 227 | TURNER FINANCIAL GROUP, INC. | 134204 | 73 | $229.6M | 12 | 2026-06-30 | → |
| 228 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | 72 | $502.40B | 914 | 2026-05-31 | → |
| 229 | PATHSTONE FAMILY OFFICE, LLC | 151736 | 72 | $110.30B | 704 | 2026-03-31 | → |
| 230 | GARDNER RUSSO & QUINN LLC | 106114 | 72 | $9.45B | 47 | 2026-03-31 | → |
| 231 | CHILTON INVESTMENT SERVICES, LLC | 159306 | 72 | $8.15B | 70 | 2026-03-31 | → |
| 232 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 71 | $3.67T | 1,968 | 2026-05-31 | → |
| 233 | USI ADVISORS, INC. | 108113 | 71 | $56.28B | 79 | 2026-03-31 | → |
| 234 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | 71 | $15.67B | 72 | 2026-03-31 | → |
| 235 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | 71 | $6.84B | 70 | 2026-06-30 | → |
| 236 | CREWE ADVISORS LLC | 173920 | 71 | $3.05B | 32 | 2026-04-30 | → |
| 237 | CINCINNATI ASSET MANAGEMENT INC | 104946 | 71 | $2.53B | 15 | 2026-03-31 | → |
| 238 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | 69 | $16.87B | 191 | 2026-04-30 | → |
| 239 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | 68 | $65.60B | 388 | 2026-04-30 | → |
| 240 | EDGEWOOD MANAGEMENT LLC | 106647 | 68 | $21.52B | 41 | 2026-03-31 | → |
| 241 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | 68 | $18.92B | 493 | 2026-06-30 | → |
| 242 | AMERICANA PARTNERS, LLC | 301354 | 68 | $9.10B | 86 | 2026-04-30 | → |
| 243 | DANA INVESTMENT ADVISORS INC | 105879 | 68 | $6.08B | 60 | 2026-03-31 | → |
| 244 | FENIMORE ASSET MANAGEMENT, INC. | 110946 | 68 | $5.41B | 43 | 2026-01-31 | → |
| 245 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | 67 | $6.54B | 136 | 2026-03-31 | → |
| 246 | MASECO LLP | 147686 | 67 | $4.96B | 129 | 2026-06-30 | → |
| 247 | MEDIQUS ASSET ADVISORS INC | 107694 | 67 | $1.46B | 11 | 2026-03-31 | → |
| 248 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | 66 | $50.54B | 585 | 2026-03-31 | → |
| 249 | CONCORD ADVISORY GROUP LTD | 107291 | 66 | $46.19B | 34 | 2026-03-31 | → |
| 250 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | 66 | $7.00B | 39 | 2026-06-30 | → |
| 251 | YHB INVESTMENT ADVISORS INC | 105434 | 66 | $2.28B | 30 | 2026-03-31 | → |
| 252 | ZEVIN ASSET MANAGEMENT, LLC | 165269 | 66 | $1.02B | 15 | 2026-03-31 | → |
| 253 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | 65 | $93.47B | 157 | 2026-06-30 | → |
| 254 | SANCTUARY ADVISORS, LLC | 226606 | 65 | $34.88B | 770 | 2026-06-30 | → |
| 255 | AMERITAS ADVISORY SERVICES, LLC | 317245 | 65 | $13.75B | 797 | 2026-03-31 | → |
| 256 | QRG CAPITAL MANAGEMENT, INC. | 305277 | 65 | $11.41B | 12 | 2026-06-30 | → |
| 257 | VENTURE VISIONARY PARTNERS LLC | 304237 | 65 | $5.24B | 46 | 2026-03-31 | → |
| 258 | CAMBIAR INVESTORS, LLC | 115093 | 65 | $2.92B | 28 | 2026-03-31 | → |
| 259 | LVM CAPITAL MANAGEMENT LTD | 111039 | 65 | $1.31B | 15 | 2025-09-30 | → |
| 260 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | 64 | $169.58B | 464 | 2026-06-30 | → |
| 261 | VIDENT ADVISORY, LLC | 286622 | 64 | $22.02B | 38 | 2026-03-31 | → |
| 262 | PFS INVESTMENTS INC. | 10111 | 64 | $15.54B | 3,992 | 2026-03-31 | → |
| 263 | D.F. DENT AND COMPANY, INC. | 105179 | 64 | $7.88B | 31 | 2026-06-30 | → |
| 264 | STOCKMAN WEALTH MANAGEMENT, INC. | 122166 | 64 | $5.24B | 30 | 2026-05-31 | → |
| 265 | GOOD LIFE ADVISORS, LLC | 171898 | 64 | $4.35B | 135 | 2026-03-31 | → |
| 266 | BERKSHIRE ASSET MANAGEMENT, LLC | 145463 | 64 | $2.79B | 11 | 2026-03-31 | → |
| 267 | WASHINGTON CROSSING ADVISORS LLC | 281511 | 64 | $2.03B | 10 | 2026-04-30 | → |
| 268 | INTEGRATED ADVISORS NETWORK LLC | 171991 | 63 | $5.52B | 87 | 2026-06-30 | → |
| 269 | IMA ADVISORY SERVICES, INC. | 112091 | 63 | $3.90B | 50 | 2026-05-31 | → |
| 270 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 174809 | 63 | $2.69B | 21 | 2026-03-31 | → |
| 271 | BRADLEY FOSTER & SARGENT INC | 106928 | 62 | $9.07B | 61 | 2026-04-30 | → |
| 272 | THRIVENT ADVISOR NETWORK, LLC | 304569 | 62 | $6.84B | 119 | 2026-06-30 | → |
| 273 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 108033 | 62 | $4.48B | 40 | 2026-02-28 | → |
| 274 | DODGE & COX | 104596 | 61 | $466.56B | 336 | 2026-04-30 | → |
| 275 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | 61 | $15.54B | 204 | 2026-04-30 | → |
| 276 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | 61 | $12.44B | 333 | 2025-09-30 | → |
| 277 | TFO FAMILY OFFICE PARTNERS, LLC | 159440 | 61 | $5.04B | 88 | 2026-06-30 | → |
| 278 | BISON WEALTH, LLC | 299805 | 61 | $2.74B | 78 | 2026-06-30 | → |
| 279 | EMPOWER ADVISORY GROUP, LLC | 112058 | 60 | $195.43B | 8,051 | 2026-06-30 | → |
| 280 | HECK CAPITAL ADVISORS, LLC | 143848 | 60 | $11.31B | 30 | 2026-03-31 | → |
| 281 | RIVERBRIDGE PARTNERS LLC | 108074 | 60 | $5.03B | 46 | 2026-03-31 | → |
| 282 | GRAYPOINT LLC | 135950 | 60 | $4.65B | 69 | 2025-10-31 | → |
| 283 | ESSEX FINANCIAL SERVICES, INC. | 127549 | 60 | $4.17B | 46 | 2025-12-31 | → |
| 284 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | 59 | $12.20B | 103 | 2026-03-31 | → |
| 285 | INGALLS & SNYDER LLC | 2288 | 59 | $7.83B | 92 | 2025-12-31 | → |
| 286 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | 58 | $1.60T | 7,987 | 2026-06-30 | → |
| 287 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | 58 | $10.66B | 68 | 2026-06-30 | → |
| 288 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | 58 | $5.09B | 21 | 2026-03-31 | → |
| 289 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 298422 | 58 | $4.19B | 64 | 2026-06-30 | → |
| 290 | PACIFIC INCOME ADVISERS INC | 104719 | 58 | $2.25B | 14 | 2026-06-30 | → |
| 291 | CANTERBURY CONSULTING INCORPORATED | 22875 | 57 | $45.88B | 64 | 2026-05-31 | → |
| 292 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | 57 | $10.49B | 30 | 2026-03-31 | → |
| 293 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | 57 | $8.87B | 154 | 2026-04-30 | → |
| 294 | R M DAVIS INC | 105448 | 57 | $8.15B | 63 | 2026-03-31 | → |
| 295 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 107660 | 57 | $2.32B | 14 | 2026-03-31 | → |
| 296 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | 56 | $427.48B | 322 | 2026-03-31 | → |
| 297 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 151088 | 56 | $2.20B | 26 | 2026-06-30 | → |
| 298 | ALLEN CAPITAL GROUP, LLC | 135879 | 56 | $1.50B | 38 | 2026-03-31 | → |
| 299 | SJS INVESTMENT CONSULTING INC | 107219 | 55 | $2.94B | 25 | 2026-06-30 | → |
| 300 | LCG ASSOCIATES, INC. | 105971 | 55 | $2.61B | 58 | 2026-03-31 | → |
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