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 | |
|---|---|---|---|---|---|---|---|
| 501 | CUSO FINANCIAL SERVICES, L.P. | 42132 | 30 | $5.38B | 791 | 2025-08-31 | → |
| 502 | FIRST FOUNDATION ADVISORS | 106075 | 30 | $5.06B | 53 | 2026-06-30 | → |
| 503 | VERIS WEALTH PARTNERS, LLC | 143588 | 30 | $2.86B | 31 | 2026-03-31 | → |
| 504 | NEXT CAPITAL MANAGEMENT LLC | 110793 | 30 | $2.14B | 23 | 2026-01-31 | → |
| 505 | CONTINUUM ADVISORY, LLC | 283155 | 30 | $1.91B | 66 | 2026-03-31 | → |
| 506 | WESTEND ADVISORS, LLC | 133279 | 30 | $1.87B | 29 | 2026-01-31 | → |
| 507 | KEATING FINANCIAL ADVISORY SERVICES, INC. | 142772 | 30 | $1.45B | 65 | 2026-03-31 | → |
| 508 | RAE & LIPSKIE INVESTMENT COUNSEL INC. | 327652 | 30 | $1.07B | 25 | 2026-03-31 | → |
| 509 | BURNS J W & CO INC | 107835 | 30 | $1.03B | 8 | 2026-04-30 | → |
| 510 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | 146778 | 30 | $148.3M | 5 | 2026-03-31 | → |
| 511 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | 29 | $29.38B | 120 | 2026-05-31 | → |
| 512 | EVOKE WEALTH, LLC | 300856 | 29 | $17.29B | 96 | 2026-04-30 | → |
| 513 | DSM CAPITAL PARTNERS LLC | 113609 | 29 | $7.56B | 25 | 2026-05-31 | → |
| 514 | IFG ADVISORY, LLC | 168012 | 29 | $4.76B | 187 | 2026-03-31 | → |
| 515 | THE WELCH GROUP, LLC | 111273 | 29 | $3.68B | 28 | 2026-03-31 | → |
| 516 | JACOBI CAPITAL MANAGEMENT, LLC | 147663 | 29 | $2.64B | 31 | 2026-06-30 | → |
| 517 | COZAD ASSET MANAGEMENT INC | 104764 | 29 | $2.62B | 29 | 2026-03-31 | → |
| 518 | OPEROSE ADVISORS LLC | 287465 | 29 | $2.04B | 20 | 2026-03-31 | → |
| 519 | WELL DONE, LLC | 173736 | 29 | $2.00B | 26 | 2026-03-31 | → |
| 520 | ST. DENIS J. VILLERE & CO., LLC | 105159 | 29 | $1.40B | 5 | 2026-05-31 | → |
| 521 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 110672 | 29 | $1.37B | 11 | 2026-05-31 | → |
| 522 | MASCOMA WEALTH MANAGEMENT LLC | 174907 | 29 | $567.8M | 12 | 2026-02-28 | → |
| 523 | WHITE PINE INVESTMENT COMPANY | 111556 | 29 | $532.3M | 7 | 2026-03-31 | → |
| 524 | ADIRONDACK FINANCIAL SERVICES CORP | 126155 | 29 | $461.8M | 16 | 2026-05-31 | → |
| 525 | NEUBERGER BERMAN CANADA ULC | 284803 | 28 | $12.39B | 27 | 2026-04-30 | → |
| 526 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | 107341 | 28 | $12.18B | 169 | 2026-03-31 | → |
| 527 | SIMON QUICK ADVISORS, LLC | 132330 | 28 | $9.01B | 97 | 2026-03-31 | → |
| 528 | BOLTON SECURITIES CORP | 129376 | 28 | $8.28B | 158 | 2026-03-31 | → |
| 529 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 124845 | 28 | $3.90B | 53 | 2026-04-30 | → |
| 530 | BRYN MAWR TRUST ADVISORS, LLC | 285359 | 28 | $3.51B | 87 | 2026-04-30 | → |
| 531 | COBBLESTONE CAPITAL ADVISORS, LLC | 108023 | 28 | $2.93B | 43 | 2025-12-31 | → |
| 532 | NORRIS PERNE & FRENCH LLP | 104683 | 28 | $2.69B | 18 | 2026-03-31 | → |
| 533 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | 111872 | 28 | $2.66B | 67 | 2026-03-31 | → |
| 534 | CONNORS INVESTOR SERVICES INC | 106993 | 28 | $1.28B | 10 | 2026-03-31 | → |
| 535 | ASHFORD CAPITAL MANAGEMENT INC | 110696 | 28 | $965.8M | 14 | 2025-12-31 | → |
| 536 | FAGAN ASSOCIATES INC | 107562 | 28 | $940.7M | 7 | 2026-03-31 | → |
| 537 | MUSTARD SEED FINANCIAL, LLC | 117737 | 28 | $449.4M | 10 | 2026-03-31 | → |
| 538 | GUIDESTREAM FINANCIAL, INC. | 150890 | 28 | $263.5M | 9 | 2026-04-30 | → |
| 539 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | 27 | $621.02B | 611 | 2026-05-31 | → |
| 540 | ACADIAN ASSET MANAGEMENT LLC | 106609 | 27 | $177.46B | 375 | 2026-05-31 | → |
| 541 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | 27 | $116.17B | 185 | 2026-06-30 | → |
| 542 | LSV ASSET MANAGEMENT | 109918 | 27 | $104.25B | 45 | 2026-03-31 | → |
| 543 | EATON VANCE MANAGEMENT | 104859 | 27 | $97.02B | 219 | 2026-05-31 | → |
| 544 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | 27 | $59.04B | 94 | 2026-03-31 | → |
| 545 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | 27 | $42.39B | 63 | 2026-05-31 | → |
| 546 | FIRST COMMAND ADVISORY SERVICES | 281958 | 27 | $24.43B | 1,787 | 2026-06-30 | → |
| 547 | GREENHAVEN ASSOCIATES INC | 104729 | 27 | $11.66B | 7 | 2026-02-28 | → |
| 548 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | 27 | $7.89B | 520 | 2026-03-31 | → |
| 549 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | 27 | $7.75B | 26 | 2026-03-31 | → |
| 550 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | 27 | $6.68B | 30 | 2026-05-31 | → |
| 551 | TFO WEALTH PARTNERS, LLC | 124407 | 27 | $5.66B | 67 | 2026-04-30 | → |
| 552 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | 27 | $4.98B | 67 | 2026-03-31 | → |
| 553 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | 27 | $4.40B | 13 | 2026-04-30 | → |
| 554 | HOWLAND CAPITAL MANAGEMENT LLC | 104726 | 27 | $3.74B | 35 | 2026-03-31 | → |
| 555 | FLAGSHIP HARBOR ADVISORS, LLC | 155733 | 27 | $3.42B | 61 | 2026-05-31 | → |
| 556 | REVISOR WEALTH MANAGEMENT LLC | 169814 | 27 | $2.53B | 11 | 2026-05-31 | → |
| 557 | WOODMONT INVESTMENT COUNSEL, LLC | 109779 | 27 | $2.01B | 15 | 2026-03-31 | → |
| 558 | CLEARWATER CAPITAL ADVISORS, LLC | 139886 | 27 | $1.68B | 23 | 2026-05-31 | → |
| 559 | HANSON & DOREMUS INVESTMENT MANAGEMENT | 108045 | 27 | $1.06B | 14 | 2026-04-30 | → |
| 560 | DMKC ADVISORY SERVICES, LLC | 145112 | 27 | $902.5M | 13 | 2026-03-31 | → |
| 561 | UWHARRIE INVESTMENT ADVISORS, INC. | 117592 | 27 | $337.8M | 14 | 2026-03-31 | → |
| 562 | MELLON INVESTMENTS CORPORATION | 105764 | 26 | $873.87B | 98 | 2026-05-31 | → |
| 563 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 26 | $563.78B | 956 | 2026-05-31 | → |
| 564 | PNC CAPITAL ADVISORS LLC | 151829 | 26 | $50.88B | 258 | 2026-03-31 | → |
| 565 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | 26 | $13.76B | 26 | 2026-03-31 | → |
| 566 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | 26 | $11.29B | 159 | 2026-06-30 | → |
| 567 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | 26 | $10.18B | 32 | 2026-03-31 | → |
| 568 | WELCH & FORBES LLC | 115119 | 26 | $9.90B | 55 | 2026-05-31 | → |
| 569 | SENDERO WEALTH MANAGEMENT, LLC | 145594 | 26 | $6.51B | 41 | 2026-03-31 | → |
| 570 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | 26 | $6.30B | 69 | 2026-03-31 | → |
| 571 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | 26 | $5.68B | 186 | 2026-06-30 | → |
| 572 | SAND HILL GLOBAL ADVISORS, LLC | 111295 | 26 | $4.39B | 33 | 2026-03-31 | → |
| 573 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 105515 | 26 | $4.20B | 52 | 2026-03-31 | → |
| 574 | TURTLE CREEK WEALTH ADVISORS, LLC | 322998 | 26 | $2.76B | 26 | 2026-06-30 | → |
| 575 | CKW FINANCIAL GROUP, LLC | 152116 | 26 | $2.53B | 7 | 2026-03-31 | → |
| 576 | PARSONS CAPITAL MANAGEMENT INC | 106295 | 26 | $2.38B | 22 | 2026-04-30 | → |
| 577 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 30177 | 26 | $1.34B | 14 | 2026-03-31 | → |
| 578 | SIKICH CAPITAL MANAGEMENT LLC | 142640 | 26 | $1.18B | 22 | 2026-03-31 | → |
| 579 | R.V. KUHNS & ASSOCIATES, INC. | 18005 | 26 | $827.9M | 127 | 2026-06-30 | → |
| 580 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | 282573 | 26 | $610.0M | 11 | 2026-03-31 | → |
| 581 | BEATON MANAGEMENT CO INC | 104728 | 26 | $445.7M | 3 | 2026-03-31 | → |
| 582 | FISHER ASSET MANAGEMENT, LLC | 107342 | 25 | $386.67B | 4,369 | 2026-04-30 | → |
| 583 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | 25 | $32.24B | 424 | 2026-06-30 | → |
| 584 | MISSION WEALTH MANAGEMENT, LP | 113057 | 25 | $13.91B | 184 | 2026-04-30 | → |
| 585 | EVERETT HARRIS & CO | 106830 | 25 | $11.53B | 18 | 2026-03-31 | → |
| 586 | FIDUCIARY COUNSELLING INC | 104753 | 25 | $10.06B | 87 | 2026-03-31 | → |
| 587 | HORNOR, TOWNSEND & KENT, LLC | 4031 | 25 | $9.01B | 485 | 2026-04-30 | → |
| 588 | SMITH SHELLNUT WILSON LLC | 106235 | 25 | $6.92B | 16 | 2026-06-30 | → |
| 589 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | 25 | $4.78B | 106 | 2026-05-31 | → |
| 590 | CARDINAL CAPITAL MANAGEMENT, INC. | 124729 | 25 | $4.02B | 81 | 2026-01-31 | → |
| 591 | SOUTHSTATE ADVISORY, INC. | 153113 | 25 | $3.78B | 22 | 2025-06-30 | → |
| 592 | COLONY FAMILY OFFICES, LLC | 167017 | 25 | $3.36B | 16 | 2026-02-28 | → |
| 593 | WATERS, PARKERSON & CO., LLC | 3711 | 25 | $2.86B | 12 | 2026-05-31 | → |
| 594 | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | 173995 | 25 | $2.67B | 37 | 2026-03-31 | → |
| 595 | VERSANT CAPITAL MANAGEMENT, INC. | 131692 | 25 | $1.81B | 26 | 2026-03-31 | → |
| 596 | RBC SECURITIES, INC. | 103705 | 25 | $1.52B | 186 | 2026-05-31 | → |
| 597 | FLEXIBLE PLAN INVESTMENTS LTD | 110762 | 25 | $1.48B | 68 | 2026-03-31 | → |
| 598 | HEMINGTON WEALTH MANAGEMENT, LLC | 169024 | 25 | $1.06B | 16 | 2025-05-31 | → |
| 599 | TBFM LLP | 109361 | 25 | $1.05B | 10 | 2025-03-31 | → |
| 600 | DISCIPLINED EQUITY MANAGEMENT, INC. | 129436 | 25 | $521.0M | 4 | 2026-02-28 | → |
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