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 | |
|---|---|---|---|---|---|---|---|
| 301 | CASTLEARK MANAGEMENT LLC | 109587 | 11 | $4.59B | 28 | 2026-04-30 | → |
| 302 | BROWN CAPITAL MANAGEMENT, LLC | 105633 | 11 | $4.54B | 37 | 2026-03-31 | → |
| 303 | TRB WEALTH MANAGEMENT, LLC | 309370 | 11 | $3.74B | 15 | 2026-03-31 | → |
| 304 | SSI INVESTMENT MANAGEMENT LLC | 104889 | 11 | $2.55B | 25 | 2026-03-31 | → |
| 305 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | 11 | $1.67B | 24 | 2026-05-31 | → |
| 306 | NICHOLAS INVESTMENT PARTNERS, L.P. | 140159 | 11 | $1.45B | 12 | 2026-03-31 | → |
| 307 | CONNORS INVESTOR SERVICES INC | 106993 | 11 | $1.28B | 10 | 2026-03-31 | → |
| 308 | PHOCAS FINANCIAL CORPORATION | 135470 | 11 | $682.7M | 10 | 2026-05-31 | → |
| 309 | FINDEC WEALTH SERVICES, INC. | 311949 | 11 | $627.9M | 5 | 2026-03-31 | → |
| 310 | CAUSEY PUBLIC FINANCE LLC | 332123 | 11 | $430.9M | 16 | 2026-03-31 | → |
| 311 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 10 | $1.72T | 946 | 2026-03-31 | → |
| 312 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | 10 | $277.19B | 781 | 2026-03-31 | → |
| 313 | OSAIC WEALTH, INC. | 23131 | 10 | $234.86B | 8,979 | 2026-06-30 | → |
| 314 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | 10 | $149.48B | 309 | 2026-06-30 | → |
| 315 | HARRIS ASSOCIATES LP | 106960 | 10 | $109.48B | 221 | 2026-03-31 | → |
| 316 | GCM GROSVENOR L.P. | 108654 | 10 | $95.49B | 466 | 2026-06-30 | → |
| 317 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | 10 | $70.14B | 320 | 2026-06-30 | → |
| 318 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | 10 | $10.18B | 32 | 2026-03-31 | → |
| 319 | HERMES GPE LLP | 151848 | 10 | $8.88B | 67 | 2026-03-31 | → |
| 320 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | 10 | $7.80B | 83 | 2026-03-31 | → |
| 321 | SIGMA PLANNING CORPORATION | 110692 | 10 | $6.10B | 471 | 2026-05-31 | → |
| 322 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | 10 | $5.52B | 17 | 2026-03-31 | → |
| 323 | COHEN & STEERS UK LIMITED | 142150 | 10 | $5.37B | 21 | 2026-03-31 | → |
| 324 | CLEARWATER ADVISORS, LLC | 116865 | 10 | $4.65B | 9 | 2026-05-31 | → |
| 325 | NEW CENTURY ADVISORS, LLC | 122478 | 10 | $4.31B | 18 | 2026-03-31 | → |
| 326 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | 10 | $4.06B | 30 | 2026-02-28 | → |
| 327 | R SQUARED BM LLC | 308920 | 10 | $3.35B | 15 | 2026-03-31 | → |
| 328 | PACIFIC INCOME ADVISERS INC | 104719 | 10 | $2.25B | 14 | 2026-06-30 | → |
| 329 | GREENWOOD CAPITAL ASSOCIATES, LLC | 115015 | 10 | $1.77B | 21 | 2026-04-30 | → |
| 330 | FORESIGHT GLOBAL INVESTORS, INC. | 281818 | 10 | $955.2M | 6 | 2026-03-31 | → |
| 331 | BG INVESTMENT SERVICES, INC. | 281716 | 10 | $868.5M | 7 | 2026-01-31 | → |
| 332 | REDWOOD INVESTMENTS, LLC | 133028 | 10 | $710.1M | 6 | 2026-05-31 | → |
| 333 | INSTITUTIONAL CAPITAL MANAGEMENT, INC. | 108986 | 10 | $605.0M | 2 | 2026-03-31 | → |
| 334 | GQG PARTNERS LLC | 283720 | 9 | $163.86B | 227 | 2026-03-31 | → |
| 335 | NB ALTERNATIVES ADVISERS LLC | 149822 | 9 | $160.24B | 417 | 2026-03-31 | → |
| 336 | EATON VANCE MANAGEMENT | 104859 | 9 | $97.02B | 219 | 2026-05-31 | → |
| 337 | NUMERIC INVESTORS LLC | 131684 | 9 | $94.40B | 54 | 2026-04-30 | → |
| 338 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | 9 | $80.97B | 365 | 2026-05-31 | → |
| 339 | TIAA-CREF TUITION FINANCING, INC. | 108580 | 9 | $70.51B | 65 | 2026-06-30 | → |
| 340 | CLIFFWATER LLC | 132167 | 9 | $48.51B | 213 | 2026-05-31 | → |
| 341 | CANSO INVESTMENT COUNSEL LTD. | 336447 | 9 | $44.36B | 65 | 2025-09-30 | → |
| 342 | ABRDN ASIA LIMITED | 124509 | 9 | $40.27B | 165 | 2026-06-30 | → |
| 343 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | 9 | $30.25B | 30 | 2026-03-31 | → |
| 344 | ADDENDA CAPITAL INC. | 137034 | 9 | $29.02B | 163 | 2026-03-31 | → |
| 345 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | 9 | $28.01B | 70 | 2026-04-30 | → |
| 346 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | 9 | $21.75B | 100 | 2026-01-31 | → |
| 347 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | 9 | $21.15B | 63 | 2026-04-30 | → |
| 348 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | 9 | $19.78B | 103 | 2025-12-31 | → |
| 349 | GAMCO ASSET MANAGEMENT INC. | 104950 | 9 | $11.69B | 120 | 2026-03-31 | → |
| 350 | CONESTOGA CAPITAL ADVISORS, LLC | 111750 | 9 | $6.94B | 18 | 2026-03-31 | → |
| 351 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | 9 | $6.85B | 159 | 2026-06-30 | → |
| 352 | VAN BERKOM AND ASSOCIATES INC. | 128221 | 9 | $3.80B | 33 | 2026-05-31 | → |
| 353 | AXIA ADVISORY CORP | 107571 | 9 | $1.88B | 4 | 2026-05-31 | → |
| 354 | CHANNING GLOBAL ADVISORS, LLC | 290893 | 9 | $1.11B | 8 | 2026-03-31 | → |
| 355 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | 9 | $862.7M | 8 | 2026-03-31 | → |
| 356 | FRONTIER GLOBAL PARTNERS LLC | 145341 | 9 | $713.1M | 10 | 2026-02-28 | → |
| 357 | PASI INVESTMENTS, LLC | 145640 | 9 | $676.3M | 8 | 2026-03-31 | → |
| 358 | BRIDGE CITY CAPITAL, LLC | 148828 | 9 | $354.7M | 6 | 2026-04-30 | → |
| 359 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 147014 | 9 | $351.1M | 10 | 2026-03-31 | → |
| 360 | CLARION PARTNERS, LLC | 108803 | 8 | $73.68B | 321 | 2026-02-28 | → |
| 361 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | 8 | $67.84B | 610 | 2026-06-30 | → |
| 362 | PINESTONE ASSET MANAGEMENT INC. | 317431 | 8 | $54.13B | 46 | 2026-03-31 | → |
| 363 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | 8 | $40.52B | 122 | 2026-06-30 | → |
| 364 | LASALLE INVESTMENT MANAGEMENT, INC. | 109307 | 8 | $11.46B | 247 | 2026-03-31 | → |
| 365 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | 8 | $9.45B | 20 | 2026-05-31 | → |
| 366 | CLEARBRIDGE INC. | 110909 | 8 | $7.31B | 4 | 2025-10-31 | → |
| 367 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | 8 | $6.34B | 24 | 2026-06-30 | → |
| 368 | COASTAL BRIDGE ADVISORS, LLC | 152569 | 8 | $5.02B | 46 | 2026-03-31 | → |
| 369 | PEREGRINE CAPITAL MANAGEMENT, LLC | 110052 | 8 | $4.07B | 28 | 2026-03-31 | → |
| 370 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | 8 | $3.44B | 13 | 2026-03-31 | → |
| 371 | CEREDEX VALUE ADVISORS LLC | 146023 | 8 | $3.43B | 13 | 2026-03-31 | → |
| 372 | MARINER INSTITUTIONAL, LLC | 111964 | 8 | $2.82B | 148 | 2026-06-30 | → |
| 373 | AKSIA CA LLC | 159043 | 8 | $2.08B | 51 | 2025-03-31 | → |
| 374 | RICE HALL JAMES & ASSOCIATES LLC | 125410 | 8 | $1.74B | 23 | 2026-05-31 | → |
| 375 | ORANGE INVESTMENT ADVISORS, INC. | 107387 | 8 | $1.67B | 18 | 2026-03-31 | → |
| 376 | ADELANTE CAPITAL MANAGEMENT LLC | 107382 | 8 | $1.49B | 10 | 2026-03-31 | → |
| 377 | DENALI ADVISORS, LLC | 110242 | 8 | $1.39B | 14 | 2026-03-31 | → |
| 378 | GIA PARTNERS, LLC. | 151207 | 8 | $1.06B | 10 | 2026-03-31 | → |
| 379 | ROBERT HARRELL INCORPORATED | 106191 | 8 | $885.3M | 5 | 2026-03-31 | → |
| 380 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC | 109962 | 8 | $712.7M | 13 | 2026-03-31 | → |
| 381 | NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC | 130132 | 8 | $572.6M | 4 | 2026-03-31 | → |
| 382 | BOND TECH INC | 105979 | 8 | $221.6M | 2 | 2026-04-30 | → |
| 383 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | 7 | $2.65T | 2,059 | 2026-05-31 | → |
| 384 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | 7 | $110.95B | 147 | 2026-03-31 | → |
| 385 | ROCKEFELLER FINANCIAL LLC | 291361 | 7 | $99.60B | 1,005 | 2026-03-31 | → |
| 386 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | 7 | $97.82B | 248 | 2026-06-30 | → |
| 387 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | 7 | $40.94B | 278 | 2026-03-31 | → |
| 388 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | 7 | $32.87B | 87 | 2026-03-31 | → |
| 389 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | 7 | $26.12B | 82 | 2026-05-31 | → |
| 390 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | 7 | $23.85B | 35 | 2026-06-30 | → |
| 391 | U.S. BANCORP INVESTMENTS, INC. | 17868 | 7 | $22.94B | 2,148 | 2026-03-31 | → |
| 392 | EDGEWOOD MANAGEMENT LLC | 106647 | 7 | $21.52B | 41 | 2026-03-31 | → |
| 393 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | 7 | $17.66B | 32 | 2026-03-31 | → |
| 394 | SCHRODER INVESTMENT MANAGEMENT (JAPAN) LIMITED | 306616 | 7 | $11.01B | 81 | 2026-05-31 | → |
| 395 | GUARDIAN CAPITAL LP | 105078 | 7 | $10.68B | 90 | 2026-03-31 | → |
| 396 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | 7 | $9.85B | 46 | 2026-03-31 | → |
| 397 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | 7 | $9.14B | 54 | 2026-03-31 | → |
| 398 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | 109641 | 7 | $6.74B | 660 | 2026-03-31 | → |
| 399 | OBERWEIS ASSET MANAGEMENT INC | 105471 | 7 | $5.06B | 31 | 2026-03-31 | → |
| 400 | THE RENAISSANCE GROUP LLC | 105916 | 7 | $2.91B | 19 | 2026-04-30 | → |
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