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 | |
|---|---|---|---|---|---|---|---|
| 701 | VERUS ADVISORY, INC. | 110565 | 20 | $19.43B | 87 | 2026-03-31 | → |
| 702 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | 20 | $12.93B | 68 | 2026-03-31 | → |
| 703 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | 20 | $12.04B | 121 | 2026-03-31 | → |
| 704 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | 20 | $7.58B | 236 | 2026-05-31 | → |
| 705 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | 20 | $7.47B | 73 | 2026-03-31 | → |
| 706 | ALLEGHENY FINANCIAL GROUP | 104690 | 20 | $5.59B | 103 | 2026-05-31 | → |
| 707 | DAYMARK WEALTH PARTNERS, LLC | 320878 | 20 | $5.04B | 40 | 2026-02-28 | → |
| 708 | CARLSON CAPITAL MANAGEMENT, LLC | 281544 | 20 | $3.81B | 78 | 2025-03-31 | → |
| 709 | VENTURI WEALTH MANAGEMENT, LLC | 169576 | 20 | $3.58B | 38 | 2026-03-31 | → |
| 710 | MONTAG A & ASSOCIATES INC | 105756 | 20 | $2.97B | 30 | 2026-03-31 | → |
| 711 | SSB WEALTH MANAGEMENT, INC. | 306510 | 20 | $2.73B | 20 | 2026-06-30 | → |
| 712 | SEIZERT CAPITAL PARTNERS, LLC | 108954 | 20 | $2.48B | 17 | 2026-02-28 | → |
| 713 | AVITY INVESTMENT MANAGEMENT INC. | 104623 | 20 | $2.03B | 8 | 2026-06-30 | → |
| 714 | BRISTOL GATE CAPITAL PARTNERS INC. | 175139 | 20 | $1.51B | 22 | 2026-05-31 | → |
| 715 | NOTTINGHAM ADVISORS INC. | 104928 | 20 | $1.43B | 11 | 2026-03-31 | → |
| 716 | COLUMBIA ASSET MANAGEMENT, L.L.C. | 124174 | 20 | $1.20B | 7 | 2026-03-31 | → |
| 717 | ALMANACK INVESTMENT PARTNERS, LLC | 282428 | 20 | $945.9M | 24 | 2026-04-30 | → |
| 718 | STRATEGIC FINANCIAL CONCEPTS, LLC | 141849 | 20 | $927.7M | 41 | 2026-06-30 | → |
| 719 | THE MARSHALL FINANCIAL GROUP, INC | 110935 | 20 | $866.4M | 20 | 2025-03-31 | → |
| 720 | MCRAE CAPITAL MANAGEMENT INC. | 104567 | 20 | $795.0M | 8 | 2026-03-31 | → |
| 721 | HARFST AND ASSOCIATES, INC. | 145090 | 20 | $783.2M | 8 | 2026-03-31 | → |
| 722 | CULTIVAR CAPITAL, INC. | 160145 | 20 | $375.1M | 3 | 2026-03-31 | → |
| 723 | AVIVAR CAPITAL, LLC | 215516 | 20 | $362.1M | 15 | 2026-03-31 | → |
| 724 | ELEVATE WEALTH MANAGEMENT, LLC | 336710 | 20 | $320.3M | 5 | 2026-05-31 | → |
| 725 | PALISADES INVESTMENT PARTNERS, LLC | 128173 | 20 | $271.0M | 3 | 2026-02-28 | → |
| 726 | PLAN2THRIVE FINANCIAL, LLC | 317005 | 20 | $147.5M | 4 | 2026-02-28 | → |
| 727 | EXPAND FINANCIAL GROUP, LLC | 293160 | 20 | $113.5M | 11 | 2026-05-31 | → |
| 728 | FAIRLIGHT ADVISORS LLC | 305352 | 20 | $109.3M | 2 | 2026-03-31 | → |
| 729 | PICTET ASSET MANAGEMENT SA | 140074 | 19 | $330.70B | 549 | 2026-06-30 | → |
| 730 | WILSHIRE ADVISORS LLC | 6210 | 19 | $149.10B | 307 | 2026-06-30 | → |
| 731 | STEPSTONE GROUP LP | 143635 | 19 | $107.82B | 978 | 2026-06-30 | → |
| 732 | MPC CAPITAL ADVISORS, LLC | 153586 | 19 | $22.57B | 9 | 2026-03-31 | → |
| 733 | MODERN WEALTH MANAGEMENT, LLC | 324624 | 19 | $10.90B | 253 | 2026-04-30 | → |
| 734 | VALMARK ADVISERS INC | 108050 | 19 | $10.17B | 280 | 2026-06-30 | → |
| 735 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | 19 | $9.61B | 80 | 2026-04-30 | → |
| 736 | CAPITAL ADVISORS, INC. | 104643 | 19 | $7.43B | 69 | 2026-03-31 | → |
| 737 | CRESCENT GROVE ADVISORS, LLC | 170912 | 19 | $5.50B | 34 | 2026-03-31 | → |
| 738 | HERITAGE WEALTH ADVISORS, LLC | 137484 | 19 | $4.86B | 36 | 2026-05-31 | → |
| 739 | MORETON ASSET MANAGEMENT, LLC | 133417 | 19 | $4.71B | 5 | 2026-01-31 | → |
| 740 | THE CLARIUS GROUP, LLC | 173347 | 19 | $4.68B | 35 | 2025-06-30 | → |
| 741 | WHARTON BUSINESS GROUP, LLC | 133722 | 19 | $4.57B | 5 | 2026-03-31 | → |
| 742 | GUARDIAN PARTNERS INC. | 324189 | 19 | $3.29B | 76 | 2026-03-31 | → |
| 743 | THE PROSPERITY CONSULTING GROUP, LLC | 133777 | 19 | $3.20B | 66 | 2026-06-30 | → |
| 744 | WINTHROP ADVISORY GROUP, LLC | 288178 | 19 | $3.10B | 40 | 2026-06-30 | → |
| 745 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | 104914 | 19 | $2.89B | 60 | 2026-03-31 | → |
| 746 | MARINER INSTITUTIONAL, LLC | 111964 | 19 | $2.82B | 148 | 2026-06-30 | → |
| 747 | STEGNER INVESTMENT ASSOCIATES INC | 107480 | 19 | $2.77B | 10 | 2026-03-31 | → |
| 748 | DETALUS ADVISORS, LLC | 117958 | 19 | $2.22B | 15 | 2026-03-31 | → |
| 749 | CRA FINANCIAL SERVICES, L.L.C. | 124004 | 19 | $1.69B | 14 | 2026-05-31 | → |
| 750 | FINANCIAL PLAN, INC. | 116073 | 19 | $1.60B | 12 | 2026-03-31 | → |
| 751 | FINANCIAL COUNSELORS INC | 106398 | 19 | $1.47B | 22 | 2026-03-31 | → |
| 752 | HAZLETT, BURT & WATSON, INC. | 396 | 19 | $1.39B | 20 | 2026-03-31 | → |
| 753 | LEVEL FOUR CAPITAL MANAGEMENT | 304792 | 19 | $1.38B | 9 | 2026-03-31 | → |
| 754 | VISION CAPITAL MANAGEMENT, INC. | 107793 | 19 | $1.23B | 13 | 2026-05-31 | → |
| 755 | ADDISON CAPITAL, LLC | 144853 | 19 | $1.12B | 4 | 2026-03-31 | → |
| 756 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 309050 | 19 | $1.09B | 12 | 2026-03-31 | → |
| 757 | ELK RIVER WEALTH MANAGEMENT LLC | 307263 | 19 | $971.3M | 11 | 2026-02-28 | → |
| 758 | EQ, LLC | 291033 | 19 | $941.7M | 15 | 2026-04-30 | → |
| 759 | CLAYTON FINANCIAL SERVICES INC | 105898 | 19 | $909.8M | 14 | 2026-03-31 | → |
| 760 | BLUE EDGE CAPITAL, LLC | 155613 | 19 | $765.1M | 5 | 2026-04-30 | → |
| 761 | ALPHA INVESTMENT CONSULTING GROUP, LLC | 139721 | 19 | $713.6M | 8 | 2026-03-31 | → |
| 762 | STORDAHL CAPITAL MANAGEMENT, INC. | 287916 | 19 | $675.9M | 11 | 2026-03-31 | → |
| 763 | GARRISON POINT ADVISORS, LLC | 292016 | 19 | $597.1M | 10 | 2026-04-30 | → |
| 764 | THE LAM GROUP, INC. | 128055 | 19 | $507.4M | 2 | 2026-02-28 | → |
| 765 | PACES FERRY WEALTH ADVISORS, LLC | 300057 | 19 | $491.2M | 6 | 2026-03-31 | → |
| 766 | CLARK WEALTH PARTNERS, LLC | 321757 | 19 | $259.9M | 6 | 2026-03-31 | → |
| 767 | TENET WEALTH PARTNERS, LLC | 339818 | 19 | $246.9M | 4 | 2026-05-31 | → |
| 768 | NISA INVESTMENT ADVISORS, LLC | 107313 | 18 | $343.89B | 417 | 2026-03-31 | → |
| 769 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | 18 | $240.66B | 588 | 2026-03-31 | → |
| 770 | INVESTURE, LLC | 130099 | 18 | $38.52B | 51 | 2026-03-31 | → |
| 771 | ASB CAPITAL MANAGEMENT LLC | 110995 | 18 | $36.68B | 62 | 2026-04-30 | → |
| 772 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | 18 | $23.33B | 156 | 2026-03-31 | → |
| 773 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | 18 | $21.93B | 28 | 2026-03-31 | → |
| 774 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | 18 | $21.19B | 96 | 2026-05-31 | → |
| 775 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | 18 | $15.52B | 97 | 2026-03-31 | → |
| 776 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | 18 | $8.96B | 285 | 2026-06-30 | → |
| 777 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | 18 | $8.88B | 72 | 2026-03-31 | → |
| 778 | HBK SORCE ADVISORY LLC | 112139 | 18 | $7.66B | 109 | 2026-02-28 | → |
| 779 | FOYSTON, GORDON & PAYNE INC. | 121591 | 18 | $5.96B | 46 | 2026-05-31 | → |
| 780 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | 18 | $5.49B | 42 | 2026-03-31 | → |
| 781 | ASSET STRATEGY CONSULTANTS LLC | 110800 | 18 | $5.16B | 14 | 2026-06-30 | → |
| 782 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | 18 | $5.02B | 43 | 2026-05-31 | → |
| 783 | SCHARF INVESTMENTS, LLC | 105508 | 18 | $4.21B | 23 | 2026-03-31 | → |
| 784 | APRIO WEALTH MANAGEMENT, LLC | 127333 | 18 | $4.15B | 55 | 2026-06-30 | → |
| 785 | AUSDAL FINANCIAL PARTNERS, INC. | 7995 | 18 | $3.73B | 306 | 2026-04-30 | → |
| 786 | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | 159499 | 18 | $3.62B | 22 | 2026-01-31 | → |
| 787 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 159388 | 18 | $2.99B | 36 | 2026-03-31 | → |
| 788 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 108100 | 18 | $2.65B | 18 | 2026-05-31 | → |
| 789 | SHUFRO, ROSE & CO., LLC | 3403 | 18 | $2.46B | 27 | 2026-04-30 | → |
| 790 | SANDHILL CAPITAL PARTNERS LLC | 129800 | 18 | $2.40B | 22 | 2026-03-31 | → |
| 791 | SATHER FINANCIAL GROUP, INC. | 109344 | 18 | $2.27B | 9 | 2026-01-31 | → |
| 792 | AMERICAN CAPITAL MANAGEMENT INC | 110861 | 18 | $2.11B | 15 | 2026-06-30 | → |
| 793 | RETIREMENT INVESTMENT ADVISORS INC | 106316 | 18 | $1.49B | 15 | 2026-03-31 | → |
| 794 | UNITED ADVISOR GROUP, LLC | 324205 | 18 | $1.43B | 69 | 2026-04-30 | → |
| 795 | CENTENNIAL SECURITIES COMPANY INC | 7763 | 18 | $1.34B | 45 | 2026-04-30 | → |
| 796 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 142944 | 18 | $1.31B | 13 | 2026-04-30 | → |
| 797 | FULCRUM CAPITAL, LLC | 145322 | 18 | $1.08B | 13 | 2026-03-31 | → |
| 798 | CONVERGENCE FINANCIAL, LLC | 304146 | 18 | $904.0M | 18 | 2026-06-30 | → |
| 799 | BNC WEALTH MANAGEMENT, LLC | 306483 | 18 | $847.5M | 5 | 2026-03-31 | → |
| 800 | PERSPECTIVE WEALTH PARTNERS, LLC | 140330 | 18 | $843.9M | 12 | 2026-02-28 | → |
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