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 | |
|---|---|---|---|---|---|---|---|
| 801 | ELEVATION WEALTH PARTNERS, LLC | 123971 | 18 | $670.7M | 8 | 2026-05-31 | → |
| 802 | HUDSON CAPITAL MANAGEMENT LLC | 131208 | 18 | $642.6M | 8 | 2026-03-31 | → |
| 803 | LONE PEAK GLOBAL INVESTORS, LLC | 153956 | 18 | $598.4M | 10 | 2026-03-31 | → |
| 804 | S.A. MASON, LLC | 151440 | 18 | $528.7M | 3 | 2026-03-31 | → |
| 805 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 112243 | 18 | $501.2M | 8 | 2025-04-30 | → |
| 806 | COPPER LEAF FINANCIAL, LLC | 285378 | 18 | $219.6M | 4 | 2026-02-28 | → |
| 807 | CRESSET ASSET MANAGEMENT, LLC | 288566 | 17 | $78.94B | 496 | 2026-05-31 | → |
| 808 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | 17 | $35.08B | 146 | 2026-01-31 | → |
| 809 | FIFTH THIRD SECURITIES, INC. | 628 | 17 | $10.92B | 13,533 | 2026-06-30 | → |
| 810 | AUREUS ASSET MANAGEMENT, LLC | 136674 | 17 | $8.40B | 14 | 2026-03-31 | → |
| 811 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 315440 | 17 | $7.28B | 45 | 2026-03-31 | → |
| 812 | CARDINAL POINT CAPITAL MANAGEMENT, ULC | 140619 | 17 | $4.81B | 56 | 2026-04-30 | → |
| 813 | NICOLET ADVISORY SERVICES, LLC | 283940 | 17 | $4.29B | 75 | 2026-03-31 | → |
| 814 | GIRARD ADVISORY SERVICES, LLC | 39163 | 17 | $3.18B | 60 | 2026-03-31 | → |
| 815 | LITMAN GREGORY WEALTH MANAGEMENT, LLC | 107611 | 17 | $2.68B | 28 | 2025-04-30 | → |
| 816 | STRATEGIC BLUEPRINT, LLC | 284840 | 17 | $2.54B | 56 | 2026-05-31 | → |
| 817 | S & CO., INC. | 110026 | 17 | $2.46B | 15 | 2026-03-31 | → |
| 818 | WASHINGTON TRUST ADVISORS, INC. | 110407 | 17 | $2.39B | 21 | 2026-05-31 | → |
| 819 | VERUS CAPITAL PARTNERS, LLC | 151568 | 17 | $2.29B | 68 | 2026-03-31 | → |
| 820 | NEVILLE, RODIE & SHAW INC | 104969 | 17 | $2.00B | 13 | 2026-01-31 | → |
| 821 | RVW WEALTH LLC | 140451 | 17 | $1.94B | 12 | 2026-06-30 | → |
| 822 | HORAN WEALTH, LLC | 333974 | 17 | $1.47B | 32 | 2026-06-30 | → |
| 823 | NORTHEAST FINANCIAL GROUP, INC. | 122609 | 17 | $1.44B | 1 | 2026-03-31 | → |
| 824 | WENDELL DAVID ASSOCIATES INC | 106664 | 17 | $1.33B | 5 | 2026-03-31 | → |
| 825 | MIDDLETON & COMPANY INC. | 104549 | 17 | $1.23B | 16 | 2026-05-31 | → |
| 826 | SB CAPITAL MANAGEMENT, INC. | 126826 | 17 | $1.23B | 6 | 2025-10-31 | → |
| 827 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | 160321 | 17 | $1.19B | 38 | 2026-06-30 | → |
| 828 | THE DE BURLO GROUP, INC. | 153435 | 17 | $1.13B | 6 | 2026-03-31 | → |
| 829 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 109040 | 17 | $1.05B | 5 | 2026-02-28 | → |
| 830 | HARTLINE INVESTMENT CORP. | 106923 | 17 | $935.5M | 6 | 2026-03-31 | → |
| 831 | TRAN CAPITAL MANAGEMENT, L.P. | 107049 | 17 | $890.3M | 7 | 2026-02-28 | → |
| 832 | ROVIN CAPITAL LLC | 152662 | 17 | $710.7M | 9 | 2026-03-31 | → |
| 833 | JACOBSON & SCHMITT ADVISORS, LLC | 140431 | 17 | $676.4M | 15 | 2026-05-31 | → |
| 834 | SAXON WOODS ADVISORS LLC | 109686 | 17 | $669.6M | 12 | 2026-03-31 | → |
| 835 | WESTOVER CAPITAL ADVISORS, LLC | 126520 | 17 | $652.9M | 11 | 2026-03-31 | → |
| 836 | MWA FINANCIAL SERVICES, INC. | 112630 | 17 | $640.0M | 721 | 2026-05-31 | → |
| 837 | LEGACY CAPITAL GROUP CALIFORNIA, INC. | 111436 | 17 | $535.7M | 17 | 2026-04-30 | → |
| 838 | IRON HORSE WEALTH MANAGEMENT, LLC | 165164 | 17 | $532.8M | 7 | 2025-06-30 | → |
| 839 | LONG RUN WEALTH ADVISORS, LLC | 311415 | 17 | $514.2M | 7 | 2026-01-31 | → |
| 840 | MONARCH CAPITAL MANAGEMENT INC | 106244 | 17 | $495.7M | 8 | 2026-03-31 | → |
| 841 | SPRENG CAPITAL MANAGEMENT, INC. | 119902 | 17 | $300.2M | 4 | 2026-03-31 | → |
| 842 | EMETH VALUE CAPITAL, LLC | 310696 | 17 | $193.7M | 1 | 2026-02-28 | → |
| 843 | SERAPH CAPITAL ASSOCIATES, LLC | 165754 | 17 | $90.3M | 1 | 2026-03-31 | → |
| 844 | NED DAVIS RESEARCH, INC. | 112260 | 17 | $2.2M | 68 | 2025-12-31 | → |
| 845 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | 16 | $80.97B | 365 | 2026-05-31 | → |
| 846 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | 16 | $29.35B | 36 | 2026-03-31 | → |
| 847 | FEDERATED MDTA LLC | 109355 | 16 | $25.95B | 21 | 2026-05-31 | → |
| 848 | VALEO FINANCIAL ADVISORS, LLC | 127132 | 16 | $12.96B | 178 | 2026-04-30 | → |
| 849 | THE CAPROCK GROUP, LLC | 124272 | 16 | $12.48B | 67 | 2026-03-31 | → |
| 850 | GUARDIAN CAPITAL LP | 105078 | 16 | $10.68B | 90 | 2026-03-31 | → |
| 851 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | 16 | $10.12B | 23 | 2025-09-30 | → |
| 852 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | 16 | $9.85B | 46 | 2026-03-31 | → |
| 853 | ARKADIOS WEALTH ADVISORS LLC | 288863 | 16 | $8.79B | 188 | 2026-06-30 | → |
| 854 | AETOS ALTERNATIVES MANAGEMENT, L.P. | 116761 | 16 | $5.80B | 19 | 2026-03-31 | → |
| 855 | ADVANCE CAPITAL MANAGEMENT INC | 110767 | 16 | $4.98B | 62 | 2026-03-31 | → |
| 856 | NATIONS FINANCIAL GROUP, INC. | 44181 | 16 | $4.77B | 94 | 2026-03-31 | → |
| 857 | THE ASCENT GROUP, LLC | 314424 | 16 | $4.76B | 44 | 2026-03-31 | → |
| 858 | WILLIS INVESTMENT COUNSEL INC | 111042 | 16 | $4.23B | 13 | 2026-04-30 | → |
| 859 | B. RILEY WEALTH ADVISORS, INC. | 115927 | 16 | $4.21B | 268 | 2026-03-31 | → |
| 860 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | 16 | $4.21B | 22 | 2026-03-31 | → |
| 861 | BLUESPRING WEALTH MANAGEMENT, LLC | 152667 | 16 | $4.02B | 41 | 2026-06-30 | → |
| 862 | ON INVESTMENT MANAGEMENT CO | 105662 | 16 | $3.15B | 196 | 2026-04-30 | → |
| 863 | EAGLE GLOBAL ADVISORS LLC | 107306 | 16 | $3.10B | 24 | 2026-03-31 | → |
| 864 | PORT CAPITAL LLC | 206517 | 16 | $2.85B | 13 | 2026-02-28 | → |
| 865 | JOEL R. MOGY INVESTMENT COUNSEL INC. | 111622 | 16 | $2.18B | 9 | 2026-03-31 | → |
| 866 | INDIVISIBLE PARTNERS, LLC | 332431 | 16 | $2.08B | 24 | 2026-05-31 | → |
| 867 | GREENWOOD GEARHART, LLC | 110379 | 16 | $1.97B | 26 | 2026-05-31 | → |
| 868 | MEANS INVESTMENT CO., INC. | 2748 | 16 | $1.59B | 24 | 2026-03-31 | → |
| 869 | ROMANO BROTHERS AND COMPANY | 3215 | 16 | $1.54B | 16 | 2026-02-28 | → |
| 870 | KINGS PATH PARTNERS LLC | 269876 | 16 | $1.53B | 8 | 2026-02-28 | → |
| 871 | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. | 173790 | 16 | $1.52B | 30 | 2026-02-28 | → |
| 872 | VALLEY WEALTH STRATEGIES, LLC | 289737 | 16 | $1.45B | 59 | 2026-06-30 | → |
| 873 | CORNERSTONE CAPITAL, INC. | 105396 | 16 | $1.36B | 5 | 2026-03-31 | → |
| 874 | CALLAHAN ADVISORS, LLC | 114058 | 16 | $1.33B | 11 | 2026-03-31 | → |
| 875 | STEIGERWALD, GORDON & KOCH INC. | 111685 | 16 | $1.32B | 16 | 2026-04-30 | → |
| 876 | GRAVES LIGHT LENHART WEALTH, INC. | 298283 | 16 | $1.23B | 11 | 2026-03-31 | → |
| 877 | KERBERROSE WEALTH MANAGEMENT, LLC | 168787 | 16 | $1.16B | 13 | 2026-03-31 | → |
| 878 | CHANNING GLOBAL ADVISORS, LLC | 290893 | 16 | $1.11B | 8 | 2026-03-31 | → |
| 879 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 129963 | 16 | $1.10B | 9 | 2026-03-31 | → |
| 880 | PASSIVE CAPITAL MANAGEMENT, LLC | 142870 | 16 | $996.9M | 8 | 2026-01-31 | → |
| 881 | AMI INVESTMENT MANAGEMENT INC | 106321 | 16 | $963.6M | 6 | 2026-03-31 | → |
| 882 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | 157755 | 16 | $884.8M | 46 | 2026-03-31 | → |
| 883 | CARSON ADVISORY, INC. | 117410 | 16 | $864.9M | 7 | 2026-04-30 | → |
| 884 | GRANT STREET ASSET MANAGEMENT INC | 106980 | 16 | $768.9M | 17 | 2026-04-30 | → |
| 885 | NYMBUS CAPITAL INC. | 298214 | 16 | $751.5M | 12 | 2026-01-31 | → |
| 886 | TAIBER, KOSMALA & ASSOCIATES, LLC | 161703 | 16 | $716.7M | 18 | 2026-03-31 | → |
| 887 | NORTHCAPE WEALTH MANAGEMENT, LLC | 312350 | 16 | $706.1M | 6 | 2026-04-30 | → |
| 888 | GEM ASSET MANAGEMENT, LLC | 124332 | 16 | $628.1M | 4 | 2026-03-31 | → |
| 889 | WEDGEWOOD PARTNERS, INC. | 21923 | 16 | $560.7M | 10 | 2026-03-31 | → |
| 890 | MONEYWISE INC | 105103 | 16 | $449.2M | 10 | 2026-02-28 | → |
| 891 | ROOTED WEALTH ADVISORS, INC. | 313759 | 16 | $408.8M | 22 | 2026-03-31 | → |
| 892 | IMS CAPITAL MANAGEMENT LLC | 105939 | 16 | $380.9M | 9 | 2026-03-31 | → |
| 893 | VARRA WEALTH MANAGEMENT LLC | 324044 | 16 | $305.6M | 8 | 2026-05-31 | → |
| 894 | MUNN WEALTH MANAGEMENT, LLC | 174414 | 16 | $242.3M | 10 | 2026-05-31 | → |
| 895 | ALDEBARAN FINANCIAL INC | 105741 | 16 | $222.8M | 8 | 2026-03-31 | → |
| 896 | APPALACHIAN CAPITAL MANAGEMENT LTD | 120038 | 16 | $175.3M | 4 | 2026-03-31 | → |
| 897 | MCDONNELL WEALTH MANAGEMENT, LLC | 164252 | 16 | $166.7M | 3 | 2026-02-28 | → |
| 898 | DEDICATED CAPITAL ADVISORS, LLC | 168132 | 16 | $162.5M | 2 | 2026-03-31 | → |
| 899 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | 15 | $144.00B | 1,583 | 2026-05-31 | → |
| 900 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | 15 | $80.27B | 89 | 2026-03-31 | → |
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