Research Report · 2026-06-30
Top Registered Investment Advisers by Government Clients
SEC-registered investment advisers ranked by reported state, municipal, and government clients.
Firms
933
Total AUM
$77.39T
Median AUM
$6.13B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Government Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | REINHART PARTNERS, LLC | 106432 | 39 | $2.47B | 16 | 2026-05-31 | → |
| 102 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | 38 | $43.54B | 170 | 2026-04-30 | → |
| 103 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | 38 | $24.40B | 61 | 2026-03-31 | → |
| 104 | ORLEANS CAPITAL MANAGEMENT CORP | 111359 | 38 | $2.13B | 12 | 2026-03-31 | → |
| 105 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | 37 | $116.17B | 185 | 2026-06-30 | → |
| 106 | LSV ASSET MANAGEMENT | 109918 | 37 | $104.25B | 45 | 2026-03-31 | → |
| 107 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | 37 | $5.20B | 31 | 2025-12-31 | → |
| 108 | CIM INVESTMENT MANAGEMENT INC | 106292 | 37 | $1.28B | 7 | 2026-03-31 | → |
| 109 | EAST END FINANCIAL GROUP, INC. | 110584 | 37 | $689.2M | 12 | 2026-02-28 | → |
| 110 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | 36 | $194.82B | 235 | 2026-06-30 | → |
| 111 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | 36 | $59.04B | 94 | 2026-03-31 | → |
| 112 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | 135635 | 36 | $921.5M | 6 | 2026-04-30 | → |
| 113 | PGIM, INC. | 105676 | 35 | $1.13T | 1,990 | 2026-04-30 | → |
| 114 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | 35 | $4.51B | 34 | 2026-03-31 | → |
| 115 | MACKAY SHIELDS LLC | 107717 | 34 | $159.52B | 206 | 2026-04-30 | → |
| 116 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | 34 | $9.95B | 18 | 2026-03-31 | → |
| 117 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | 33 | $150.40B | 254 | 2026-03-31 | → |
| 118 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | 33 | $5.89B | 27 | 2026-05-31 | → |
| 119 | ASSET CONSULTING GROUP, LLC | 107574 | 33 | $1.10B | 50 | 2026-03-31 | → |
| 120 | DIMENSIONAL FUND ADVISORS LP | 106482 | 32 | $1.02T | 1,168 | 2026-03-31 | → |
| 121 | AON INVESTMENTS USA INC. | 105596 | 32 | $150.99B | 255 | 2026-03-31 | → |
| 122 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | 32 | $64.84B | 305 | 2026-06-30 | → |
| 123 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | 32 | $43.00B | 225 | 2026-03-31 | → |
| 124 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | 32 | $5.93B | 20 | 2026-03-31 | → |
| 125 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | 32 | $4.40B | 13 | 2026-04-30 | → |
| 126 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | 31 | $104.49B | 212 | 2026-05-31 | → |
| 127 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | 31 | $50.42B | 122 | 2026-03-31 | → |
| 128 | ADVANCED CAPITAL GROUP, INC. | 109673 | 31 | $29.99B | 22 | 2026-03-31 | → |
| 129 | NORTHEAST FINANCIAL GROUP, INC. | 122609 | 31 | $1.44B | 1 | 2026-03-31 | → |
| 130 | INVESCO ADVISERS, INC. | 105360 | 30 | $749.52B | 2,804 | 2026-06-30 | → |
| 131 | EAGLE ASSET MANAGEMENT INC | 110653 | 30 | $60.65B | 77 | 2026-06-30 | → |
| 132 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | 30 | $5.76B | 13 | 2026-03-31 | → |
| 133 | US ASSET MANAGEMENT, LLC | 124234 | 30 | $358.5M | 6 | 2026-03-31 | → |
| 134 | JENNISON ASSOCIATES LLC | 107959 | 29 | $214.84B | 360 | 2026-03-31 | → |
| 135 | WILSHIRE ADVISORS LLC | 6210 | 29 | $149.10B | 307 | 2026-06-30 | → |
| 136 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | 29 | $81.44B | 164 | 2026-03-31 | → |
| 137 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | 29 | $49.31B | 133 | 2026-04-30 | → |
| 138 | D.A. DAVIDSON & CO. | 199 | 29 | $41.84B | 990 | 2026-01-31 | → |
| 139 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | 29 | $24.09B | 30 | 2026-06-30 | → |
| 140 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | 29 | $16.87B | 191 | 2026-04-30 | → |
| 141 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | 29 | $16.25B | 38 | 2026-05-31 | → |
| 142 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | 28 | $351.32B | 519 | 2026-04-30 | → |
| 143 | SEGALL BRYANT & HAMILL, LLC | 106505 | 28 | $22.64B | 161 | 2026-06-30 | → |
| 144 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | 28 | $8.82B | 58 | 2026-03-31 | → |
| 145 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | 28 | $4.25B | 20 | 2026-03-31 | → |
| 146 | LJI WEALTH MANAGEMENT, LLC | 145399 | 28 | $1.37B | 13 | 2026-03-31 | → |
| 147 | BEIRNE WEALTH CONSULTING SERVICES, LLC | 167103 | 28 | $1.37B | 9 | 2026-03-31 | → |
| 148 | KERBERROSE WEALTH MANAGEMENT, LLC | 168787 | 28 | $1.16B | 13 | 2026-03-31 | → |
| 149 | WASATCH ADVISORS LP | 106081 | 27 | $23.35B | 96 | 2026-03-31 | → |
| 150 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | 27 | $12.97B | 48 | 2026-01-31 | → |
| 151 | ARIEL INVESTMENTS, LLC | 108211 | 27 | $12.78B | 109 | 2026-04-30 | → |
| 152 | DECISIONPOINT FINANCIAL, LLC | 296988 | 27 | $1.22B | 18 | 2026-03-31 | → |
| 153 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | 26 | $24.57B | 49 | 2026-03-31 | → |
| 154 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | 26 | $24.06B | 168 | 2026-05-31 | → |
| 155 | LM CAPITAL GROUP, LLC | 120277 | 26 | $6.10B | 20 | 2026-03-31 | → |
| 156 | OPTIMIZED INVESTMENT PARTNERS, LLC | 322145 | 26 | $525.0M | 3 | 2026-01-31 | → |
| 157 | DWS INTERNATIONAL GMBH | 105075 | 25 | $228.87B | 703 | 2026-05-31 | → |
| 158 | AKSIA LLC | 143422 | 25 | $35.20B | 177 | 2026-06-30 | → |
| 159 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | 25 | $18.16B | 20 | 2026-03-31 | → |
| 160 | COOKE & BIELER, L.P. | 113859 | 25 | $10.56B | 32 | 2026-03-31 | → |
| 161 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | 25 | $8.52B | 11 | 2026-05-31 | → |
| 162 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | 24 | $81.09B | 569 | 2026-03-31 | → |
| 163 | BRANDES INVESTMENT PARTNERS, LP | 105404 | 24 | $40.65B | 149 | 2026-04-30 | → |
| 164 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | 24 | $23.44B | 51 | 2026-04-30 | → |
| 165 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | 24 | $13.70B | 100 | 2026-03-31 | → |
| 166 | SMITH SHELLNUT WILSON LLC | 106235 | 24 | $6.92B | 16 | 2026-06-30 | → |
| 167 | INTEGRATED CAPITAL MANAGEMENT, INC. | 149489 | 24 | $232.4M | 7 | 2026-03-31 | → |
| 168 | NED DAVIS RESEARCH, INC. | 112260 | 24 | $2.2M | 68 | 2025-12-31 | → |
| 169 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | 23 | $484.10B | 1,403 | 2026-04-30 | → |
| 170 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | 23 | $85.59B | 155 | 2026-06-30 | → |
| 171 | PINEBRIDGE INVESTMENTS LLC | 285211 | 23 | $76.73B | 239 | 2026-05-31 | → |
| 172 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | 23 | $5.02B | 43 | 2026-05-31 | → |
| 173 | ANCORA ADVISORS LLC | 124674 | 23 | $4.61B | 46 | 2026-03-31 | → |
| 174 | EMERALD ADVISERS, LLC | 107496 | 23 | $3.30B | 35 | 2026-03-31 | → |
| 175 | FIDUCIARY EXPERTS LLC | 146721 | 23 | $985.8M | 3 | 2026-05-31 | → |
| 176 | ENGLEBERT FINANCIAL ADVISERS, LLC | 300568 | 23 | $156.6M | 3 | 2026-06-30 | → |
| 177 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 22 | $390.04B | 9,675 | 2026-06-30 | → |
| 178 | NISA INVESTMENT ADVISORS, LLC | 107313 | 22 | $343.89B | 417 | 2026-03-31 | → |
| 179 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | 22 | $208.39B | 115 | 2026-03-31 | → |
| 180 | FEDERATED INVESTMENT COUNSELING | 105325 | 22 | $207.21B | 213 | 2026-05-31 | → |
| 181 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | 22 | $59.16B | 88 | 2026-05-31 | → |
| 182 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | 22 | $36.11B | 128 | 2026-03-31 | → |
| 183 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | 22 | $3.09B | 19 | 2026-03-31 | → |
| 184 | COLUMBIA CAPITAL MANAGEMENT, LLC | 112773 | 22 | $2.09B | 18 | 2026-03-31 | → |
| 185 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | 21 | $184.99B | 137 | 2026-06-30 | → |
| 186 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | 21 | $141.83B | 740 | 2026-06-30 | → |
| 187 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | 21 | $85.67B | 367 | 2026-04-30 | → |
| 188 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | 21 | $14.73B | 17 | 2026-03-31 | → |
| 189 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | 21 | $9.57B | 34 | 2026-03-31 | → |
| 190 | ARGENT ADVISORS, INC. | 112028 | 21 | $1.71B | 27 | 2026-03-31 | → |
| 191 | FISHER ASSET MANAGEMENT, LLC | 107342 | 20 | $386.67B | 4,369 | 2026-04-30 | → |
| 192 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | 20 | $252.25B | 4,047 | 2026-06-30 | → |
| 193 | ABRDN INVESTMENTS LIMITED | 162309 | 20 | $206.50B | 1,296 | 2026-05-31 | → |
| 194 | STEPSTONE GROUP LP | 143635 | 20 | $107.82B | 978 | 2026-06-30 | → |
| 195 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | 20 | $37.56B | 50 | 2026-06-30 | → |
| 196 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | 20 | $35.08B | 146 | 2026-01-31 | → |
| 197 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | 20 | $7.75B | 26 | 2026-03-31 | → |
| 198 | F.N.B. INVESTMENT ADVISORS INC | 109515 | 20 | $6.70B | 44 | 2025-03-31 | → |
| 199 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | 20 | $4.20B | 9 | 2026-03-31 | → |
| 200 | MSH CAPITAL ADVISORS LLC | 157835 | 20 | $1.35B | 35 | 2026-04-30 | → |
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