Research Report · 2026-06-30
Top Registered Investment Advisers by Corporate Clients
SEC-registered investment advisers ranked by reported corporation and business clients.
Firms
1,000
Total AUM
$68.10T
Median AUM
$4.30B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Corporate Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | ARVEST INVESTMENTS, INC. | 42057 | 59 | $3.44B | 238 | 2026-03-31 | → |
| 502 | JACOBI CAPITAL MANAGEMENT, LLC | 147663 | 59 | $2.64B | 31 | 2026-06-30 | → |
| 503 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | 143608 | 59 | $2.45B | 39 | 2026-05-31 | → |
| 504 | AMERICANA PARTNERS, LLC | 301354 | 58 | $9.10B | 86 | 2026-04-30 | → |
| 505 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | 57 | $28.66B | 37 | 2026-03-31 | → |
| 506 | GREAT LAKES ADVISORS, LLC | 110757 | 57 | $16.16B | 84 | 2026-05-31 | → |
| 507 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 315440 | 57 | $7.28B | 45 | 2026-03-31 | → |
| 508 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | 57 | $6.34B | 24 | 2026-06-30 | → |
| 509 | FIRST FOUNDATION ADVISORS | 106075 | 57 | $5.06B | 53 | 2026-06-30 | → |
| 510 | IFG ADVISORY, LLC | 168012 | 57 | $4.76B | 187 | 2026-03-31 | → |
| 511 | VERUS CAPITAL PARTNERS, LLC | 151568 | 57 | $2.29B | 68 | 2026-03-31 | → |
| 512 | THE PARTNERS WEALTH MANAGEMENT, LLC | 314816 | 57 | $1.18B | 39 | 2026-06-30 | → |
| 513 | BNC WEALTH MANAGEMENT, LLC | 306483 | 57 | $847.5M | 5 | 2026-03-31 | → |
| 514 | RPG FAMILY WEALTH ADVISORY, LLC | 158528 | 57 | $700.7M | 21 | 2026-04-30 | → |
| 515 | FINER WEALTH MANAGEMENT, INC. | 129987 | 57 | $305.8M | 7 | 2026-03-31 | → |
| 516 | SUMMIT TRAIL ADVISORS, LLC | 220519 | 56 | $19.94B | 94 | 2026-05-31 | → |
| 517 | PLANMEMBER SECURITIES CORPORATION | 11869 | 56 | $10.12B | 429 | 2026-03-31 | → |
| 518 | CFO4LIFE GROUP, LLC | 287600 | 56 | $1.94B | 22 | 2026-06-30 | → |
| 519 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | 55 | $22.98B | 164 | 2026-05-31 | → |
| 520 | HUB INVESTMENT PARTNERS, LLC | 307956 | 55 | $11.88B | 172 | 2026-06-30 | → |
| 521 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 226547 | 55 | $4.44B | 51 | 2026-03-31 | → |
| 522 | SUMMIT GLOBAL INVESTMENTS, LLC | 157091 | 55 | $2.29B | 37 | 2026-06-30 | → |
| 523 | SPIREPOINT PRIVATE CLIENT, LLC | 327350 | 55 | $1.44B | 10 | 2026-06-30 | → |
| 524 | OCTOGONE NA, LLC | 322478 | 55 | $469.7M | 6 | 2026-03-31 | → |
| 525 | GUERRA ADVISORS INC. | 282409 | 55 | $406.2M | 12 | 2026-03-31 | → |
| 526 | ERBEN ASSOCIATES, LLC | 148703 | 55 | $402.5M | 10 | 2026-03-31 | → |
| 527 | ABRA CAPITAL MANAGEMENT, LP | 323353 | 55 | $334.7M | 40 | 2026-03-31 | → |
| 528 | HARDING LOEVNER LP | 104543 | 54 | $32.06B | 104 | 2026-03-31 | → |
| 529 | GABLES CAPITAL MANAGEMENT INC | 109608 | 54 | $438.8M | 8 | 2026-03-31 | → |
| 530 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | 53 | $39.36B | 134 | 2026-03-31 | → |
| 531 | MARCUARD FAMILY OFFICE LTD | 155003 | 53 | $8.66B | 36 | 2026-04-30 | → |
| 532 | CKW FINANCIAL GROUP, LLC | 152116 | 53 | $2.53B | 7 | 2026-03-31 | → |
| 533 | ROTHSCHILD WEALTH LLC | 162442 | 53 | $1.70B | 27 | 2026-06-30 | → |
| 534 | 49 WEALTH MANAGEMENT, LLC | 319484 | 53 | $1.40B | 167 | 2026-03-31 | → |
| 535 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 142944 | 53 | $1.31B | 13 | 2026-04-30 | → |
| 536 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | 52 | $54.45B | 219 | 2026-03-31 | → |
| 537 | PINNACLE ASSOCIATES, LTD. | 110631 | 52 | $10.39B | 69 | 2026-03-31 | → |
| 538 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | 52 | $6.76B | 21 | 2026-03-31 | → |
| 539 | ANCORA ADVISORS LLC | 124674 | 52 | $4.61B | 46 | 2026-03-31 | → |
| 540 | TBH GLOBAL ASSET MANAGEMENT, LLC | 145536 | 52 | $1.48B | 22 | 2026-03-31 | → |
| 541 | VALICENTI ADVISORY SERVICES INC | 110669 | 52 | $820.0M | 11 | 2026-03-31 | → |
| 542 | BALANCE CASH MANAGEMENT INC. | 333867 | 52 | $11.6M | 10 | 2026-04-30 | → |
| 543 | EARNEST PARTNERS LLC | 107926 | 51 | $42.61B | 47 | 2026-06-30 | → |
| 544 | MONEY CONCEPTS CAPITAL CORP | 12963 | 51 | $4.07B | 478 | 2026-03-31 | → |
| 545 | BOK FINANCIAL PRIVATE WEALTH, INC. | 106733 | 51 | $3.72B | 37 | 2026-03-31 | → |
| 546 | PFG ADVISORS, LLC | 173344 | 51 | $3.26B | 112 | 2026-03-31 | → |
| 547 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | 50 | $18.30B | 27 | 2026-03-31 | → |
| 548 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | 50 | $7.13B | 47 | 2026-03-31 | → |
| 549 | SJS INVESTMENT CONSULTING INC | 107219 | 50 | $2.94B | 25 | 2026-06-30 | → |
| 550 | ARBION LIMITED | 155663 | 50 | $2.23B | 32 | 2026-03-31 | → |
| 551 | PEACHTREE WEALTH ADVISORS, INC | 139779 | 50 | $436.8M | 3 | 2026-03-31 | → |
| 552 | J.E. SIMMONS & CO., P.C. | 108789 | 50 | $213.1M | 4 | 2026-06-30 | → |
| 553 | SERAPH CAPITAL ASSOCIATES, LLC | 165754 | 50 | $90.3M | 1 | 2026-03-31 | → |
| 554 | FEDERATED MDTA LLC | 109355 | 49 | $25.95B | 21 | 2026-05-31 | → |
| 555 | FIRST COMMAND ADVISORY SERVICES | 281958 | 49 | $24.43B | 1,787 | 2026-06-30 | → |
| 556 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | 49 | $17.83B | 104 | 2026-05-31 | → |
| 557 | HILLTOP SECURITIES INC. | 6220 | 49 | $2.51B | 92 | 2026-03-31 | → |
| 558 | SHUFRO, ROSE & CO., LLC | 3403 | 49 | $2.46B | 27 | 2026-04-30 | → |
| 559 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | 49 | $2.28B | 10 | 2026-05-31 | → |
| 560 | BRISTOL GATE CAPITAL PARTNERS INC. | 175139 | 49 | $1.51B | 22 | 2026-05-31 | → |
| 561 | LUNT CAPITAL MANAGEMENT INC. | 125183 | 49 | $601.5M | 7 | 2026-03-31 | → |
| 562 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | 48 | $24.06B | 168 | 2026-05-31 | → |
| 563 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | 48 | $12.27B | 48 | 2025-12-31 | → |
| 564 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | 48 | $4.97B | 45 | 2026-06-30 | → |
| 565 | TRILLIUM ASSET MANAGEMENT, LLC | 110901 | 48 | $4.31B | 53 | 2026-03-31 | → |
| 566 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | 48 | $4.26B | 44 | 2026-03-31 | → |
| 567 | CLINTON INVESTMENT MANAGEMENT, LLC | 143599 | 48 | $3.91B | 14 | 2026-05-31 | → |
| 568 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | 48 | $3.24B | 36 | 2026-03-31 | → |
| 569 | CSENGE ADVISORY GROUP, LLC | 131167 | 48 | $3.17B | 74 | 2026-03-31 | → |
| 570 | COOPER FINANCIAL GROUP | 111458 | 48 | $2.85B | 53 | 2026-06-30 | → |
| 571 | SANDHILL CAPITAL PARTNERS LLC | 129800 | 48 | $2.40B | 22 | 2026-03-31 | → |
| 572 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 149124 | 48 | $2.39B | 91 | 2026-03-31 | → |
| 573 | BELLECAPITAL INTERNATIONAL AG | 158348 | 48 | $1.96B | 18 | 2026-03-31 | → |
| 574 | THE NEMES RUSH GROUP, LLC | 312554 | 48 | $1.62B | 17 | 2026-03-31 | → |
| 575 | OLD WEST INVESTMENT MANAGEMENT, LLC | 148343 | 48 | $915.7M | 8 | 2026-03-31 | → |
| 576 | SSA SWISS ADVISORS AG | 161357 | 48 | $817.5M | 10 | 2026-03-31 | → |
| 577 | CRESTA ADVISORS, LTD. | 169641 | 48 | $786.0M | 12 | 2026-03-31 | → |
| 578 | NEPC, LLC | 110562 | 47 | $152.72B | 379 | 2026-05-31 | → |
| 579 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | 47 | $77.96B | 319 | 2026-03-31 | → |
| 580 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | 47 | $44.30B | 182 | 2026-03-31 | → |
| 581 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | 47 | $11.56B | 199 | 2026-03-31 | → |
| 582 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | 47 | $4.98B | 37 | 2026-03-31 | → |
| 583 | LSV ASSET MANAGEMENT | 109918 | 46 | $104.25B | 45 | 2026-03-31 | → |
| 584 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | 46 | $7.34B | 161 | 2026-06-30 | → |
| 585 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | 46 | $4.78B | 106 | 2026-05-31 | → |
| 586 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 305834 | 46 | $2.51B | 41 | 2026-03-31 | → |
| 587 | BG INVESTMENT SERVICES, INC. | 281716 | 46 | $868.5M | 7 | 2026-01-31 | → |
| 588 | LINCOLN CAPITAL, LLC | 168307 | 46 | $844.8M | 9 | 2026-03-31 | → |
| 589 | TREVIAN WEALTH MANAGEMENT, LLC | 174412 | 46 | $615.5M | 4 | 2026-03-31 | → |
| 590 | FSAM LLC | 287851 | 46 | $138.4M | 14 | 2026-03-31 | → |
| 591 | DAVIES FINANCIAL ADVISORS, INC. | 139764 | 46 | $123.1M | 10 | 2026-03-31 | → |
| 592 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | 45 | $144.04B | 778 | 2026-06-30 | → |
| 593 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | 45 | $81.44B | 164 | 2026-03-31 | → |
| 594 | STRATOS WEALTH ADVISORS LLC | 283816 | 45 | $5.57B | 170 | 2026-06-30 | → |
| 595 | HILTON CAPITAL MANAGEMENT, LLC | 116357 | 45 | $3.16B | 27 | 2026-06-30 | → |
| 596 | STRATEGIC BLUEPRINT, LLC | 284840 | 45 | $2.54B | 56 | 2026-05-31 | → |
| 597 | OXBOW ADVISORS, LLC | 156393 | 45 | $2.46B | 13 | 2026-06-30 | → |
| 598 | ADVISORS ASSET MANAGEMENT, INC. | 46727 | 45 | $2.21B | 255 | 2026-03-31 | → |
| 599 | ORANGE INVESTMENT ADVISORS, INC. | 107387 | 45 | $1.67B | 18 | 2026-03-31 | → |
| 600 | THE PINNACLE FINANCIAL GROUP | 164395 | 45 | $1.38B | 54 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30