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 | |
|---|---|---|---|---|---|---|---|
| 801 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | 30 | $156.56B | 100 | 2026-06-30 | → |
| 802 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | 30 | $62.24B | 103 | 2026-03-31 | → |
| 803 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | 30 | $31.69B | 1,923 | 2026-06-30 | → |
| 804 | GWN SECURITIES INC. | 128929 | 30 | $4.75B | 707 | 2026-04-30 | → |
| 805 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | 30 | $4.40B | 13 | 2026-04-30 | → |
| 806 | SAX WEALTH ADVISORS, LLC | 119193 | 30 | $3.60B | 39 | 2026-06-30 | → |
| 807 | BRYN MAWR TRUST ADVISORS, LLC | 285359 | 30 | $3.51B | 87 | 2026-04-30 | → |
| 808 | TRUWEALTH ADVISORS, LLC | 306876 | 30 | $3.05B | 3 | 2026-05-31 | → |
| 809 | NEWSQUARE CAPITAL, LLC | 152430 | 30 | $2.39B | 21 | 2026-02-28 | → |
| 810 | CHECK CAPITAL MANAGEMENT INC | 107058 | 30 | $2.37B | 12 | 2026-03-31 | → |
| 811 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 171278 | 30 | $1.80B | 22 | 2026-03-31 | → |
| 812 | HOLLOW BROOK WEALTH MANAGEMENT LLC | 145521 | 30 | $1.37B | 18 | 2026-03-31 | → |
| 813 | WEALTHSHIELD PARTNERS, LLC | 169584 | 30 | $1.27B | 23 | 2026-03-31 | → |
| 814 | BLUEPRINT FINANCIAL ADVISORS LLC | 315570 | 30 | $966.6M | 35 | 2026-04-30 | → |
| 815 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | 157755 | 30 | $884.8M | 46 | 2026-03-31 | → |
| 816 | MCMILL WEALTH INC | 129015 | 30 | $862.3M | 50 | 2026-03-31 | → |
| 817 | ALLRED CAPITAL MANAGEMENT, LLC | 297533 | 30 | $493.4M | 6 | 2026-03-31 | → |
| 818 | VINES CAPITAL MANAGEMENT, LLC | 298727 | 30 | $192.2M | 3 | 2026-05-31 | → |
| 819 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | 144601 | 30 | $121.9M | 17 | 2025-10-31 | → |
| 820 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | 29 | $104.49B | 212 | 2026-05-31 | → |
| 821 | WAFRA INC. | 108673 | 29 | $29.04B | 158 | 2026-06-30 | → |
| 822 | ASPIRIANT, LLC | 146720 | 29 | $18.05B | 218 | 2026-05-31 | → |
| 823 | ELEVATION POINT WEALTH PARTNERS, LLC | 137068 | 29 | $8.29B | 91 | 2026-06-30 | → |
| 824 | BECK, MACK & OLIVER LLC | 105466 | 29 | $6.18B | 24 | 2026-03-31 | → |
| 825 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 128990 | 29 | $4.57B | 24 | 2026-03-31 | → |
| 826 | CORNERSTONE WEALTH GROUP, LLC | 289971 | 29 | $2.49B | 50 | 2026-03-31 | → |
| 827 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 167995 | 29 | $2.22B | 45 | 2026-03-31 | → |
| 828 | VAN HULZEN ASSET MANAGEMENT, LLC | 116632 | 29 | $2.14B | 21 | 2026-03-31 | → |
| 829 | CLEARWATER CAPITAL ADVISORS, LLC | 139886 | 29 | $1.68B | 23 | 2026-05-31 | → |
| 830 | FINANCIAL COUNSELORS INC | 106398 | 29 | $1.47B | 22 | 2026-03-31 | → |
| 831 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | 29 | $1.06B | 6 | 2026-02-28 | → |
| 832 | BOK FINANCIAL SECURITIES, INC. | 17530 | 29 | $1.06B | 165 | 2026-03-31 | → |
| 833 | MANCHESTER FINANCIAL INC | 106071 | 29 | $1.05B | 19 | 2026-03-31 | → |
| 834 | FERMATA ADVISORS, LLC | 305614 | 29 | $1.01B | 26 | 2026-06-30 | → |
| 835 | SWEENEY & MICHEL, LLC | 282595 | 29 | $752.6M | 3 | 2026-03-31 | → |
| 836 | FINANCIAL MANAGEMENT STRATEGIES, INC. | 120818 | 29 | $714.2M | 23 | 2026-03-31 | → |
| 837 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 309098 | 29 | $264.7M | 33 | 2026-06-30 | → |
| 838 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT | 124288 | 29 | $150.1M | 2 | 2026-02-28 | → |
| 839 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | 28 | $941.02B | 222 | 2026-03-31 | → |
| 840 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | 28 | $136.48B | 32 | 2026-03-31 | → |
| 841 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | 28 | $93.47B | 157 | 2026-06-30 | → |
| 842 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | 28 | $19.09B | 140 | 2026-01-31 | → |
| 843 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | 28 | $10.47B | 42 | 2026-03-31 | → |
| 844 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | 28 | $7.75B | 26 | 2026-03-31 | → |
| 845 | FIRST NATIONAL ADVISERS, LLC | 277146 | 28 | $7.37B | 35 | 2026-06-30 | → |
| 846 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | 28 | $6.87B | 35 | 2026-03-31 | → |
| 847 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | 28 | $4.09B | 15 | 2026-06-30 | → |
| 848 | WATERS, PARKERSON & CO., LLC | 3711 | 28 | $2.86B | 12 | 2026-05-31 | → |
| 849 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | 328876 | 28 | $2.82B | 9 | 2026-03-31 | → |
| 850 | GROVE POINT ADVISORS, LLC | 313171 | 28 | $2.47B | 389 | 2025-07-31 | → |
| 851 | BALDWIN WEALTH PARTNERS, LLC | 105343 | 28 | $2.33B | 34 | 2026-06-30 | → |
| 852 | NADLER FINANCIAL GROUP, INC. | 122617 | 28 | $2.18B | 28 | 2026-03-31 | → |
| 853 | SB ADVISORY, LLC | 154680 | 28 | $1.10B | 35 | 2026-06-30 | → |
| 854 | INTEGRITY FINANCIAL CORPORATION | 137125 | 28 | $868.1M | 21 | 2026-03-31 | → |
| 855 | SILVER HEIGHTS CAPITAL MANAGEMENT INC. | 284757 | 28 | $727.1M | 11 | 2026-03-31 | → |
| 856 | G. A. REPPLE & COMPANY | 17486 | 28 | $716.3M | 53 | 2026-03-31 | → |
| 857 | PROVIDENCE WEALTH ADVISORS, LLC | 153646 | 28 | $684.4M | 11 | 2026-03-31 | → |
| 858 | BANORTE ASSET MANAGEMENT, INC. | 290555 | 28 | $661.2M | 40 | 2026-05-31 | → |
| 859 | PEREGRINE ASSET ADVISERS, INC. | 115738 | 28 | $611.0M | 8 | 2026-03-31 | → |
| 860 | STEVENS CAPITAL PARTNERS INC | 317517 | 28 | $600.7M | 21 | 2026-05-31 | → |
| 861 | ATTICUS WEALTH MANAGEMENT, LLC | 296949 | 28 | $565.3M | 8 | 2026-05-31 | → |
| 862 | TITAN RETIREMENT ADVISORS LLC | 166359 | 28 | $531.0M | 2 | 2026-03-31 | → |
| 863 | AVORY & COMPANY, LLC. | 284812 | 28 | $353.2M | 3 | 2026-04-30 | → |
| 864 | BRADFORD FINANCIAL SERVICES CORP | 133220 | 28 | $261.9M | 1 | 2026-02-28 | → |
| 865 | LARSON WILLIAMS WEALTH ADVISORS, LLC | 311414 | 28 | $140.0M | 2 | 2026-03-31 | → |
| 866 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 27 | $563.78B | 956 | 2026-05-31 | → |
| 867 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | 27 | $116.17B | 185 | 2026-06-30 | → |
| 868 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | 27 | $28.47B | 304 | 2026-03-31 | → |
| 869 | CCM PARTNERS, LP | 104720 | 27 | $6.52B | 48 | 2026-05-31 | → |
| 870 | MAYFLOWER FINANCIAL ADVISORS, LLC | 307857 | 27 | $5.82B | 33 | 2026-05-31 | → |
| 871 | OBRA CAPITAL MANAGEMENT, LLC. | 155231 | 27 | $5.75B | 132 | 2026-04-30 | → |
| 872 | MORETON ASSET MANAGEMENT, LLC | 133417 | 27 | $4.71B | 5 | 2026-01-31 | → |
| 873 | HSBC SECURITIES (USA) INC. | 19585 | 27 | $3.84B | 490 | 2026-04-30 | → |
| 874 | GFS ADVISORS LLC | 143110 | 27 | $3.76B | 11 | 2026-03-31 | → |
| 875 | ADVISOR RESOURCE COUNCIL | 164109 | 27 | $3.49B | 119 | 2026-03-31 | → |
| 876 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 158332 | 27 | $2.34B | 13 | 2026-03-31 | → |
| 877 | PER STIRLING CAPITAL MANAGEMENT, LLC | 151671 | 27 | $1.57B | 30 | 2026-03-31 | → |
| 878 | ALLIED INVESTMENT ADVISORS LLC | 159103 | 27 | $1.49B | 12 | 2026-02-28 | → |
| 879 | ST. DENIS J. VILLERE & CO., LLC | 105159 | 27 | $1.40B | 5 | 2026-05-31 | → |
| 880 | VICTORY FINANCIAL GROUP LLC | 324943 | 27 | $1.34B | 47 | 2026-06-30 | → |
| 881 | XCELSIOR ADVISOR PARTNERS LLC | 334779 | 27 | $650.7M | 15 | 2026-06-30 | → |
| 882 | DLK INVESTMENT MANAGEMENT | 149096 | 27 | $524.0M | 5 | 2026-03-31 | → |
| 883 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | 26 | $514.05B | 1,244 | 2026-03-31 | → |
| 884 | MODERN WEALTH MANAGEMENT, LLC | 324624 | 26 | $10.90B | 253 | 2026-04-30 | → |
| 885 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | 26 | $10.24B | 73 | 2026-03-31 | → |
| 886 | EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | 26 | $7.19B | 37 | 2026-03-31 | → |
| 887 | SMITH SHELLNUT WILSON LLC | 106235 | 26 | $6.92B | 16 | 2026-06-30 | → |
| 888 | KCM INVESTMENT ADVISORS, LLC | 109629 | 26 | $6.02B | 20 | 2026-03-31 | → |
| 889 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | 26 | $5.02B | 43 | 2026-05-31 | → |
| 890 | SAVVY ADVISORS, INC. | 318493 | 26 | $5.00B | 170 | 2026-03-31 | → |
| 891 | BERKSHIRE ASSET MANAGEMENT, LLC | 145463 | 26 | $2.79B | 11 | 2026-03-31 | → |
| 892 | COOKSON PEIRCE & CO INC | 110729 | 26 | $2.56B | 29 | 2026-05-31 | → |
| 893 | MILLIMAN ADVISORS, LLC | 112245 | 26 | $2.32B | 1 | 2026-06-30 | → |
| 894 | SOVRAN ADVISORS, LLC | 329415 | 26 | $1.87B | 64 | 2026-03-31 | → |
| 895 | STRATEGIC WEALTH PARTNERS, LTD. | 148586 | 26 | $1.64B | 24 | 2026-03-31 | → |
| 896 | ARS WEALTH ADVISORS GROUP, LLC | 314882 | 26 | $1.64B | 24 | 2026-03-31 | → |
| 897 | CUTLER INVESTMENT COUNSEL, LLC | 128483 | 26 | $1.54B | 24 | 2026-03-31 | → |
| 898 | SCF INVESTMENT ADVISORS, INC. | 123608 | 26 | $1.35B | 263 | 2025-09-30 | → |
| 899 | L & S ADVISORS, INC | 140923 | 26 | $1.16B | 15 | 2026-06-30 | → |
| 900 | RESOURCES MANAGEMENT CORP | 104674 | 26 | $1.07B | 14 | 2026-04-30 | → |
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