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 | |
|---|---|---|---|---|---|---|---|
| 301 | ALLEGHENY INVESTMENTS | 7597 | 55 | $742.1M | 21 | 2026-05-31 | → |
| 302 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | 54 | $9.57B | 174 | 2026-05-31 | → |
| 303 | ABNER HERRMAN & BROCK, LLC | 8517 | 54 | $2.74B | 13 | 2026-06-30 | → |
| 304 | THE HOERNER PLANNING GROUP, LLC | 139464 | 54 | $1.65B | 8 | 2026-03-31 | → |
| 305 | THE STEWARDSHIP CENTER,INC. | 112626 | 54 | $145.9M | 2 | 2026-02-28 | → |
| 306 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | 53 | $14.70B | 23 | 2026-04-30 | → |
| 307 | FIRST HORIZON ADVISORS, INC | 17117 | 53 | $13.62B | 239 | 2025-07-31 | → |
| 308 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | 107153 | 53 | $12.84B | 109 | 2026-06-30 | → |
| 309 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | 53 | $10.25B | 182 | 2026-03-31 | → |
| 310 | CANNELL & SPEARS LLC | 142633 | 53 | $6.99B | 40 | 2026-03-31 | → |
| 311 | FIRST TRUST ADVISORS LP | 107027 | 52 | $309.24B | 542 | 2026-04-30 | → |
| 312 | XPONANCE LLC | 111126 | 52 | $24.27B | 46 | 2026-04-30 | → |
| 313 | MERIT FINANCIAL GROUP, LLC | 142457 | 52 | $23.88B | 470 | 2026-06-30 | → |
| 314 | JOHN W. BRISTOL & CO., INC. | 105597 | 52 | $7.07B | 18 | 2026-03-31 | → |
| 315 | INDEX FUND ADVISORS, INC. | 109143 | 52 | $5.93B | 50 | 2026-03-31 | → |
| 316 | CALLAN LLC | 107687 | 51 | $41.94B | 202 | 2026-03-31 | → |
| 317 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | 51 | $10.79B | 35 | 2026-06-30 | → |
| 318 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | 51 | $8.71B | 24 | 2026-03-31 | → |
| 319 | WESTERN WEALTH MANAGEMENT LLC | 283545 | 51 | $5.36B | 98 | 2026-06-30 | → |
| 320 | GERBER KAWASAKI, INC. | 153649 | 51 | $4.11B | 59 | 2026-03-31 | → |
| 321 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | 50 | $28.33B | 175 | 2026-03-31 | → |
| 322 | WASATCH ADVISORS LP | 106081 | 50 | $23.35B | 96 | 2026-03-31 | → |
| 323 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | 49 | $17.83B | 104 | 2026-05-31 | → |
| 324 | CADARET, GRANT & CO., INC. | 10641 | 49 | $7.67B | 692 | 2025-07-31 | → |
| 325 | BAILARD, INC. | 110550 | 49 | $7.56B | 83 | 2026-05-31 | → |
| 326 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | 49 | $6.20B | 41 | 2026-03-31 | → |
| 327 | LEE DANNER & BASS INC | 111002 | 49 | $1.98B | 11 | 2026-06-30 | → |
| 328 | THE NORDEN GROUP LLC | 323988 | 49 | $1.97B | 30 | 2026-02-28 | → |
| 329 | DHK FINANCIAL ADVISORS INC | 106126 | 49 | $1.68B | 5 | 2025-03-31 | → |
| 330 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | 48 | $38.82B | 405 | 2026-05-31 | → |
| 331 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | 48 | $10.47B | 42 | 2026-03-31 | → |
| 332 | F.N.B. INVESTMENT ADVISORS INC | 109515 | 48 | $6.70B | 44 | 2025-03-31 | → |
| 333 | THE ADVOCATE GROUP, LLC | 155270 | 48 | $809.9M | 17 | 2026-02-28 | → |
| 334 | MGO ONE SEVEN LLC | 283087 | 47 | $7.72B | 264 | 2026-04-30 | → |
| 335 | WCG WEALTH ADVISORS, LLC | 173194 | 47 | $6.28B | 131 | 2026-06-30 | → |
| 336 | HAMILTON CAPITAL, LLC | 109116 | 47 | $4.94B | 90 | 2026-04-30 | → |
| 337 | PRIVATE MANAGEMENT GROUP INC | 104707 | 47 | $4.90B | 21 | 2026-04-30 | → |
| 338 | ARGENT CAPITAL MANAGEMENT LLC | 107930 | 47 | $3.99B | 23 | 2026-03-31 | → |
| 339 | DONALDSON CAPITAL MANAGEMENT LLC | 106131 | 47 | $3.46B | 68 | 2026-04-30 | → |
| 340 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | 47 | $1.63B | 11 | 2026-04-30 | → |
| 341 | CHEVY CHASE TRUST COMPANY | 110742 | 46 | $44.93B | 119 | 2026-03-31 | → |
| 342 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | 46 | $8.25B | 550 | 2026-03-31 | → |
| 343 | PALISADE CAPITAL MANAGEMENT, LP | 104581 | 46 | $3.86B | 42 | 2026-05-31 | → |
| 344 | SELECT MONEY MANAGEMENT, INC. | 153256 | 46 | $1.80B | 8 | 2026-03-31 | → |
| 345 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | 45 | $282.71B | 699 | 2026-03-31 | → |
| 346 | SELECT EQUITY GROUP, L.P. | 168496 | 45 | $36.38B | 171 | 2026-03-31 | → |
| 347 | FOSTER GROUP, INC. | 107148 | 45 | $4.78B | 93 | 2026-03-31 | → |
| 348 | ONEASCENT FINANCIAL SERVICES LLC | 284549 | 45 | $3.54B | 161 | 2026-06-30 | → |
| 349 | WILKINSON GLOBAL ASSET MANAGEMENT LLC | 292470 | 45 | $1.88B | 13 | 2026-04-30 | → |
| 350 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | 44 | $326.29B | 1,679 | 2026-03-31 | → |
| 351 | EARNEST PARTNERS LLC | 107926 | 44 | $42.61B | 47 | 2026-06-30 | → |
| 352 | SPIRE WEALTH MANAGEMENT, LLC | 113908 | 44 | $4.51B | 145 | 2026-06-30 | → |
| 353 | AARON WEALTH ADVISORS LLC | 298079 | 44 | $4.29B | 16 | 2026-05-31 | → |
| 354 | KARPUS MANAGEMENT INC | 110275 | 44 | $4.01B | 38 | 2026-05-31 | → |
| 355 | COHO PARTNERS, LTD. | 111335 | 44 | $2.20B | 18 | 2025-03-31 | → |
| 356 | VAN HULZEN ASSET MANAGEMENT, LLC | 116632 | 44 | $2.14B | 21 | 2026-03-31 | → |
| 357 | AZZAD ASSET MANAGEMENT, INC. | 111291 | 44 | $1.84B | 18 | 2026-01-31 | → |
| 358 | GREENWOOD CAPITAL ASSOCIATES, LLC | 115015 | 44 | $1.77B | 21 | 2026-04-30 | → |
| 359 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | 43 | $23.44B | 51 | 2026-04-30 | → |
| 360 | NEXT FINANCIAL GROUP, INC. | 46214 | 43 | $3.77B | 564 | 2025-08-31 | → |
| 361 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | 115754 | 43 | $1.84B | 18 | 2026-03-31 | → |
| 362 | LORD, ABBETT & CO. LLC | 110391 | 42 | $270.39B | 821 | 2025-12-31 | → |
| 363 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | 42 | $24.06B | 168 | 2026-05-31 | → |
| 364 | STANHOPE CAPITAL, LLP | 162512 | 42 | $15.70B | 64 | 2026-03-31 | → |
| 365 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | 42 | $10.24B | 73 | 2026-03-31 | → |
| 366 | CALAMOS WEALTH MANAGEMENT LLC | 143490 | 42 | $5.48B | 51 | 2026-04-30 | → |
| 367 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | 42 | $4.51B | 34 | 2026-03-31 | → |
| 368 | BLB & B ADVISORS, LLC | 139096 | 42 | $3.26B | 32 | 2026-03-31 | → |
| 369 | BALDWIN WEALTH PARTNERS, LLC | 105343 | 42 | $2.33B | 34 | 2026-06-30 | → |
| 370 | JAG CAPITAL MANAGEMENT LLC | 159227 | 42 | $1.90B | 21 | 2026-05-31 | → |
| 371 | HEADWATER INVESTMENT CONSULTING,INC. | 133009 | 42 | $543.0M | 7 | 2026-03-31 | → |
| 372 | STONECROP WEALTH ADVISORS, LLC | 306486 | 42 | $299.5M | 7 | 2026-03-31 | → |
| 373 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | 41 | $28.66B | 37 | 2026-03-31 | → |
| 374 | LINCOLN INVESTMENT PLANNING, LLC | 519 | 41 | $21.99B | 1,238 | 2026-04-30 | → |
| 375 | PRINCIPAL SECURITIES, INC. | 1137 | 41 | $17.02B | 1,464 | 2026-03-31 | → |
| 376 | THE AMERIFLEX GROUP, INC. | 305585 | 41 | $9.66B | 201 | 2026-03-31 | → |
| 377 | WEALTHCARE ADVISORY PARTNERS LLC | 171976 | 41 | $8.29B | 243 | 2026-06-30 | → |
| 378 | PROVIDENT TRUST COMPANY | 110118 | 41 | $6.86B | 12 | 2026-04-30 | → |
| 379 | LOWE, BROCKENBROUGH & COMPANY, INC. | 105142 | 41 | $5.49B | 31 | 2026-05-31 | → |
| 380 | KLINGENSTEIN, FIELDS & CO., L.P. | 105907 | 41 | $4.70B | 39 | 2026-05-31 | → |
| 381 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 226547 | 41 | $4.44B | 51 | 2026-03-31 | → |
| 382 | SALEM INVESTMENT COUNSELORS INC | 104855 | 41 | $4.19B | 18 | 2026-03-31 | → |
| 383 | NORTH STAR ASSET MANAGEMENT INC | 106489 | 41 | $3.35B | 19 | 2026-05-31 | → |
| 384 | SHARIAPORTFOLIO, INC. | 173937 | 41 | $3.01B | 21 | 2026-04-30 | → |
| 385 | ISTO ADVISORS, LLC | 284560 | 41 | $1.06B | 27 | 2026-03-31 | → |
| 386 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | 40 | $39.36B | 134 | 2026-03-31 | → |
| 387 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | 40 | $19.78B | 103 | 2025-12-31 | → |
| 388 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | 40 | $10.25B | 84 | 2026-03-31 | → |
| 389 | ANEW ADVISORS, LLC | 316462 | 40 | $67.8M | 4 | 2025-05-31 | → |
| 390 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | 39 | $40.18B | 130 | 2026-03-31 | → |
| 391 | SCOUT INVESTMENTS, INC. | 111787 | 39 | $36.57B | 53 | 2026-05-31 | → |
| 392 | U.S. BANCORP INVESTMENTS, INC. | 17868 | 39 | $22.94B | 2,148 | 2026-03-31 | → |
| 393 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | 39 | $13.93B | 207 | 2026-03-31 | → |
| 394 | DOUGLASS WINTHROP ADVISORS LLC | 108680 | 39 | $6.46B | 34 | 2026-03-31 | → |
| 395 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | 39 | $4.93B | 103 | 2026-05-31 | → |
| 396 | VICTORY FINANCIAL GROUP LLC | 324943 | 39 | $1.34B | 47 | 2026-06-30 | → |
| 397 | GUARDIAN WEALTH STRATEGIES, LLC | 167485 | 39 | $1.14B | 11 | 2026-02-28 | → |
| 398 | HUDOCK, INC. | 149255 | 39 | $1.00B | 15 | 2026-02-28 | → |
| 399 | CERITY PARTNERS OCIO LLC | 151916 | 38 | $21.13B | 61 | 2026-03-31 | → |
| 400 | OSAIC ADVISORY SERVICES, LLC | 171070 | 38 | $15.48B | 2,180 | 2026-06-30 | → |
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