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 | |
|---|---|---|---|---|---|---|---|
| 601 | QUAD CITY INVESTMENT ADVISORS, LLC | 112187 | 25 | $408.0M | 8 | 2026-03-31 | → |
| 602 | CALAMOS ADVISORS LLC | 105758 | 24 | $43.89B | 300 | 2026-04-30 | → |
| 603 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | 24 | $21.15B | 63 | 2026-04-30 | → |
| 604 | CW ADVISORS, LLC | 310873 | 24 | $15.22B | 152 | 2026-05-31 | → |
| 605 | ARIEL INVESTMENTS, LLC | 108211 | 24 | $12.78B | 109 | 2026-04-30 | → |
| 606 | CSM ADVISORS, LLC | 306128 | 24 | $11.65B | 44 | 2026-05-31 | → |
| 607 | DAVID VAUGHAN INVESTMENTS, LLC | 105990 | 24 | $5.33B | 48 | 2026-03-31 | → |
| 608 | MORAN WEALTH MANAGEMENT, LLC | 319208 | 24 | $5.10B | 56 | 2026-06-30 | → |
| 609 | C2P CAPITAL ADVISORY GROUP, LLC | 156480 | 24 | $4.39B | 244 | 2026-03-31 | → |
| 610 | BOK FINANCIAL PRIVATE WEALTH, INC. | 106733 | 24 | $3.72B | 37 | 2026-03-31 | → |
| 611 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 305834 | 24 | $2.51B | 41 | 2026-03-31 | → |
| 612 | CLARET ASSET MANAGEMENT CORP | 110453 | 24 | $2.36B | 44 | 2026-03-31 | → |
| 613 | PATTEN AND PATTEN, INC. | 105414 | 24 | $2.21B | 13 | 2026-03-31 | → |
| 614 | CCM INVESTMENT ADVISERS, LLC | 105743 | 24 | $1.55B | 11 | 2026-03-31 | → |
| 615 | HOLLOW BROOK WEALTH MANAGEMENT LLC | 145521 | 24 | $1.37B | 18 | 2026-03-31 | → |
| 616 | FERMATA ADVISORS, LLC | 305614 | 24 | $1.01B | 26 | 2026-06-30 | → |
| 617 | CORBYN INVESTMENT MANAGEMENT INC | 104716 | 24 | $1.01B | 10 | 2026-06-30 | → |
| 618 | GUARDIAN WEALTH MANAGEMENT INC. | 154159 | 24 | $289.1M | 5 | 2026-05-31 | → |
| 619 | ZENITH SOLUTIONS, INC. | 304732 | 24 | $151.0M | 11 | 2026-05-31 | → |
| 620 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | 23 | $29.73B | 86 | 2026-03-31 | → |
| 621 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | 23 | $20.14B | 1 | 2026-03-31 | → |
| 622 | NEWEDGE WEALTH, LLC | 307771 | 23 | $19.93B | 211 | 2026-04-30 | → |
| 623 | FARTHER FINANCE ADVISORS, LLC | 302050 | 23 | $16.01B | 571 | 2026-03-31 | → |
| 624 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | 23 | $13.45B | 211 | 2026-06-30 | → |
| 625 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | 23 | $12.77B | 193 | 2025-12-31 | → |
| 626 | CAPITAL ANALYSTS, LLC | 162200 | 23 | $8.77B | 679 | 2026-04-30 | → |
| 627 | ETHIC INC. | 282827 | 23 | $7.82B | 76 | 2026-03-31 | → |
| 628 | SIGNATURE FINANCIAL MANAGEMENT INC | 106375 | 23 | $7.57B | 36 | 2026-03-31 | → |
| 629 | TRUEPOINT, INC. | 105664 | 23 | $6.39B | 103 | 2026-03-31 | → |
| 630 | WESTMOUNT PARTNERS, LLC | 158857 | 23 | $5.94B | 39 | 2026-05-31 | → |
| 631 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | 23 | $5.76B | 13 | 2026-03-31 | → |
| 632 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | 23 | $5.60B | 20 | 2026-03-31 | → |
| 633 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | 23 | $4.20B | 14 | 2026-05-31 | → |
| 634 | COOKSON PEIRCE & CO INC | 110729 | 23 | $2.56B | 29 | 2026-05-31 | → |
| 635 | SILVER OAK SECURITIES INCORPORATED | 46947 | 23 | $2.45B | 103 | 2026-05-31 | → |
| 636 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 107316 | 23 | $2.07B | 34 | 2026-03-31 | → |
| 637 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC | 159419 | 23 | $1.75B | 15 | 2026-03-31 | → |
| 638 | FIRST NATIONAL ADVISORS LLC | 120859 | 23 | $1.37B | 10 | 2025-02-28 | → |
| 639 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | 109036 | 23 | $905.2M | 23 | 2026-05-31 | → |
| 640 | BLUEPOINTE CAPITAL MANAGEMENT, LLC | 140262 | 23 | $838.1M | 9 | 2025-05-31 | → |
| 641 | NORTHSTAR ASSET MANAGEMENT INC | 107138 | 23 | $805.9M | 15 | 2026-03-31 | → |
| 642 | PROSPERITY PLANNING, INC. | 298268 | 23 | $543.2M | 13 | 2026-05-31 | → |
| 643 | PRESIDIO CAPITAL MANAGEMENT, LLC | 304501 | 23 | $498.9M | 14 | 2026-03-31 | → |
| 644 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | 22 | $155.41B | 648 | 2026-04-30 | → |
| 645 | &PARTNERS | 3767 | 22 | $30.27B | 703 | 2026-06-30 | → |
| 646 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108163 | 22 | $22.54B | 241 | 2026-03-31 | → |
| 647 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | 22 | $11.42B | 40 | 2026-03-31 | → |
| 648 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | 22 | $10.88B | 34 | 2026-03-31 | → |
| 649 | PLANMEMBER SECURITIES CORPORATION | 11869 | 22 | $10.12B | 429 | 2026-03-31 | → |
| 650 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | 22 | $8.76B | 141 | 2026-03-31 | → |
| 651 | BNY MELLON SECURITIES CORPORATION | 231 | 22 | $8.45B | 253 | 2026-06-30 | → |
| 652 | CONESTOGA CAPITAL ADVISORS, LLC | 111750 | 22 | $6.94B | 18 | 2026-03-31 | → |
| 653 | FOUNDERS FINANCIAL SECURITIES, LLC | 137945 | 22 | $4.14B | 139 | 2026-04-30 | → |
| 654 | ABACUS WEALTH PARTNERS, LLC | 128590 | 22 | $3.58B | 65 | 2026-05-31 | → |
| 655 | LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | 22 | $3.40B | 36 | 2026-05-31 | → |
| 656 | ANALYST PORTFOLIO MANAGEMENT LTD. | 114642 | 22 | $2.69B | 56 | 2026-03-31 | → |
| 657 | IPEX, INC. | 124337 | 22 | $2.65B | 3 | 2026-06-30 | → |
| 658 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | 117681 | 22 | $2.50B | 26 | 2026-04-30 | → |
| 659 | PRODIGY ASSET MANAGEMENT LLC | 106457 | 22 | $2.44B | 9 | 2026-06-30 | → |
| 660 | NATURAL INVESTMENTS PBLLC | 113348 | 22 | $2.05B | 24 | 2026-02-28 | → |
| 661 | CAPWEALTH ADVISORS, LLC | 148781 | 22 | $2.03B | 19 | 2026-03-31 | → |
| 662 | ROTHSCHILD WEALTH LLC | 162442 | 22 | $1.70B | 27 | 2026-06-30 | → |
| 663 | MV CAPITAL MANAGEMENT, INC. | 139034 | 22 | $1.44B | 8 | 2026-03-31 | → |
| 664 | REGENCY INVESTMENT ADVISORS INC | 106990 | 22 | $1.14B | 15 | 2026-03-31 | → |
| 665 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | 151590 | 22 | $1.06B | 9 | 2026-03-31 | → |
| 666 | MCMILL WEALTH INC | 129015 | 22 | $862.3M | 50 | 2026-03-31 | → |
| 667 | CAPITAL ADVISERS, INC. | 118442 | 22 | $620.0M | 5 | 2026-01-31 | → |
| 668 | SANDERS CAPITAL, LLC | 151480 | 21 | $122.18B | 26 | 2026-03-31 | → |
| 669 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | 21 | $117.24B | 139 | 2026-02-28 | → |
| 670 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | 21 | $81.44B | 164 | 2026-03-31 | → |
| 671 | WEALTHFRONT ADVISERS LLC | 148456 | 21 | $47.73B | 432 | 2026-05-31 | → |
| 672 | JORDAN PARK GROUP LLC | 287755 | 21 | $23.26B | 153 | 2026-06-30 | → |
| 673 | STEPHENS INC. | 3496 | 21 | $18.04B | 611 | 2026-06-30 | → |
| 674 | SAGESPRING WEALTH PARTNERS | 283515 | 21 | $8.49B | 195 | 2026-05-31 | → |
| 675 | BIVIUM CAPITAL PARTNERS, LLC | 134529 | 21 | $6.73B | 16 | 2026-05-31 | → |
| 676 | CREATIVEONE WEALTH, LLC | 281213 | 21 | $6.25B | 222 | 2026-05-31 | → |
| 677 | SIGMA PLANNING CORPORATION | 110692 | 21 | $6.10B | 471 | 2026-05-31 | → |
| 678 | MAYFLOWER FINANCIAL ADVISORS, LLC | 307857 | 21 | $5.82B | 33 | 2026-05-31 | → |
| 679 | MCF ADVISORS, LLC | 130372 | 21 | $4.68B | 55 | 2026-05-31 | → |
| 680 | STALEY CAPITAL ADVISERS INC | 107118 | 21 | $3.11B | 15 | 2026-03-31 | → |
| 681 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | 21 | $3.10B | 34 | 2026-04-30 | → |
| 682 | DISCIPLINA CAPITAL MANAGEMENT, LLC | 167295 | 21 | $3.06B | 11 | 2026-03-31 | → |
| 683 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 110069 | 21 | $3.03B | 31 | 2026-04-30 | → |
| 684 | VALLEY WEALTH MANAGERS, INC. | 108879 | 21 | $2.69B | 54 | 2026-03-31 | → |
| 685 | GARDE CAPITAL, INC. | 151043 | 21 | $2.65B | 18 | 2026-03-31 | → |
| 686 | COMPASS CAPITAL MANAGEMENT INC | 107823 | 21 | $2.56B | 20 | 2026-03-31 | → |
| 687 | NEWSQUARE CAPITAL, LLC | 152430 | 21 | $2.39B | 21 | 2026-02-28 | → |
| 688 | PROVISE MANAGEMENT GROUP, LLC | 105375 | 21 | $2.03B | 22 | 2026-06-30 | → |
| 689 | COLONIAL TRUST ADVISORS, INC. | 110257 | 21 | $1.85B | 28 | 2026-06-30 | → |
| 690 | NBC SECURITIES, INC. | 17870 | 21 | $1.78B | 68 | 2026-06-30 | → |
| 691 | J.M. FORBES & CO. LLP | 107422 | 21 | $1.67B | 21 | 2026-03-31 | → |
| 692 | ORANGE INVESTMENT ADVISORS, INC. | 107387 | 21 | $1.67B | 18 | 2026-03-31 | → |
| 693 | CAPITAL INVESTMENT SERVICES OF AMERICA INC | 110639 | 21 | $1.31B | 9 | 2025-12-31 | → |
| 694 | HAMILTON POINT INVESTMENT ADVISORS, LLC | 144534 | 21 | $1.21B | 12 | 2026-03-31 | → |
| 695 | FOUNDATION RESOURCE MANAGEMENT, INC. | 116359 | 21 | $1.14B | 9 | 2026-03-31 | → |
| 696 | NORTHWEST WEALTH MANAGEMENT, LLC | 152816 | 21 | $1.03B | 26 | 2026-03-31 | → |
| 697 | HEADINVEST, LLC | 140518 | 21 | $891.8M | 13 | 2026-03-31 | → |
| 698 | MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC | 291599 | 21 | $342.9M | 6 | 2026-03-31 | → |
| 699 | CHALLENGER WEALTH MANAGEMENT | 121498 | 21 | $275.5M | 3 | 2026-03-31 | → |
| 700 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | 20 | $40.25B | 193 | 2026-04-30 | → |
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