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 | |
|---|---|---|---|---|---|---|---|
| 601 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | 155186 | 3 | $3.79B | 42 | 2026-03-31 | → |
| 602 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | 3 | $3.30B | 17 | 2026-03-31 | → |
| 603 | BERGER FINANCIAL GROUP, INC. | 308174 | 3 | $2.95B | 89 | 2026-03-31 | → |
| 604 | THOMAS MILL ADVISORS LLC | 309304 | 3 | $2.64B | 1 | 2025-03-31 | → |
| 605 | MERITAGE PORTFOLIO MANAGEMENT, INC. | 107177 | 3 | $2.42B | 18 | 2026-02-28 | → |
| 606 | SMITH MOORE & CO. | 3441 | 3 | $2.37B | 65 | 2026-03-31 | → |
| 607 | GRANAHAN INVESTMENT MANAGEMENT LLC | 107745 | 3 | $2.36B | 20 | 2026-03-31 | → |
| 608 | DUNDAS PARTNERS LLP | 197522 | 3 | $2.36B | 14 | 2026-06-30 | → |
| 609 | FIDUCIARY ADVISORS, INC. | 108239 | 3 | $2.10B | 4 | 2026-03-31 | → |
| 610 | MEANS INVESTMENT CO., INC. | 2748 | 3 | $1.59B | 24 | 2026-03-31 | → |
| 611 | CC MANAGEMENT GP, LLC | 168693 | 3 | $1.39B | 17 | 2026-03-31 | → |
| 612 | COLUMBUS MACRO, LLC | 286374 | 3 | $970.3M | 7 | 2026-02-28 | → |
| 613 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | 133243 | 3 | $929.4M | 8 | 2026-03-31 | → |
| 614 | MAYTECH GLOBAL INVESTMENTS, LLC | 285985 | 3 | $895.1M | 12 | 2026-03-31 | → |
| 615 | THE FINANCIAL RESOURCE CENTER, INC. | 316747 | 3 | $642.5M | 5 | 2026-03-31 | → |
| 616 | UNIWEALTH ADVISORS, INC. | 138009 | 3 | $373.2M | 1 | 2026-03-31 | → |
| 617 | ALBANYADVISOR GROUP LLC | 316226 | 3 | $302.8M | 6 | 2026-02-28 | → |
| 618 | DELTA CAPITAL MANAGEMENT LLC | 106248 | 3 | $240.2M | 4 | 2026-03-31 | → |
| 619 | RCM ROBINSON CAPITAL MANAGEMENT LLC | 112814 | 3 | $61.8M | 1 | 2026-03-31 | → |
| 620 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | 2 | $514.05B | 1,244 | 2026-03-31 | → |
| 621 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | 2 | $199.66B | 452 | 2026-05-31 | → |
| 622 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | 2 | $174.54B | 222 | 2026-06-30 | → |
| 623 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | 2 | $142.02B | 87 | 2026-04-30 | → |
| 624 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | 2 | $136.48B | 392 | 2026-05-31 | → |
| 625 | ALPINVEST US HOLDINGS, LLC | 328458 | 2 | $57.66B | 289 | 2026-03-31 | → |
| 626 | SAVANT CAPITAL, LLC | 107271 | 2 | $49.57B | 659 | 2026-04-30 | → |
| 627 | BUCK GLOBAL, LLC | 108695 | 2 | $47.61B | 625 | 2025-03-31 | → |
| 628 | STEPSTONE GROUP REAL ASSETS LP | 281695 | 2 | $41.48B | 94 | 2026-06-30 | → |
| 629 | ROCKEFELLER & CO. LLC | 294197 | 2 | $36.76B | 602 | 2026-03-31 | → |
| 630 | FAYEZ SAROFIM & CO., LLC | 106584 | 2 | $35.07B | 54 | 2026-05-31 | → |
| 631 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | 2 | $34.11B | 310 | 2026-05-31 | → |
| 632 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | 2 | $33.80B | 26 | 2026-06-30 | → |
| 633 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | 2 | $29.73B | 137 | 2026-05-31 | → |
| 634 | ANCHORAGE CAPITAL ADVISORS, L.P. | 328998 | 2 | $27.83B | 88 | 2026-05-31 | → |
| 635 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | 2 | $21.02B | 95 | 2026-03-31 | → |
| 636 | VERITAS ASSET MANAGEMENT LLP | 174314 | 2 | $19.13B | 42 | 2026-03-31 | → |
| 637 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | 2 | $17.26B | 68 | 2026-04-30 | → |
| 638 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | 2 | $16.66B | 33 | 2026-03-31 | → |
| 639 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | 2 | $16.07B | 68 | 2026-03-31 | → |
| 640 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | 2 | $14.59B | 132 | 2026-05-31 | → |
| 641 | SPARX ASSET MANAGEMENT CO., LTD. | 134747 | 2 | $11.71B | 145 | 2026-06-30 | → |
| 642 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | 2 | $10.94B | 51 | 2026-03-31 | → |
| 643 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | 2 | $10.49B | 30 | 2026-03-31 | → |
| 644 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | 2 | $8.25B | 11 | 2026-03-31 | → |
| 645 | LYRICAL ASSET MANAGEMENT LP | 148267 | 2 | $7.37B | 30 | 2026-03-31 | → |
| 646 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | 2 | $6.84B | 70 | 2026-06-30 | → |
| 647 | SILVER ROCK CAPITAL PARTNERS LP | 318007 | 2 | $6.83B | 15 | 2026-03-31 | → |
| 648 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | 2 | $6.30B | 32 | 2025-09-30 | → |
| 649 | METIS GLOBAL PARTNERS, LLC | 167276 | 2 | $5.67B | 11 | 2026-05-31 | → |
| 650 | SENTRY MANAGEMENT INC | 107379 | 2 | $5.44B | 5 | 2026-03-31 | → |
| 651 | RNC CAPITAL MANAGEMENT LLC | 108618 | 2 | $5.10B | 63 | 2026-04-30 | → |
| 652 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | 107367 | 2 | $4.76B | 79 | 2026-06-30 | → |
| 653 | STABLE ASSET MANAGEMENT LP | 309966 | 2 | $4.60B | 21 | 2026-06-30 | → |
| 654 | BOSTON TRUST WALDEN INC. | 111266 | 2 | $4.58B | 32 | 2026-03-31 | → |
| 655 | FRANKLIN STREET ADVISORS, INC. | 106275 | 2 | $4.53B | 40 | 2026-05-31 | → |
| 656 | ZWJ INVESTMENT COUNSEL INC | 110397 | 2 | $4.23B | 20 | 2026-03-31 | → |
| 657 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | 2 | $4.17B | 39 | 2026-03-31 | → |
| 658 | KEEL POINT, LLC | 127902 | 2 | $4.07B | 92 | 2026-06-30 | → |
| 659 | KARPUS MANAGEMENT INC | 110275 | 2 | $4.01B | 38 | 2026-05-31 | → |
| 660 | TEAM HEWINS, LLC | 291194 | 2 | $3.97B | 29 | 2026-04-30 | → |
| 661 | STENHAM ASSET MANAGEMENT LIMITED | 164382 | 2 | $3.96B | 14 | 2026-06-30 | → |
| 662 | G. W. HENSSLER & ASSOCIATES, LTD | 104545 | 2 | $3.81B | 88 | 2026-03-31 | → |
| 663 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 158270 | 2 | $3.80B | 50 | 2026-03-31 | → |
| 664 | EQUITY INVESTMENT CORPORATION | 283930 | 2 | $3.51B | 27 | 2026-03-31 | → |
| 665 | GLOBAL FOREST PARTNERS LP | 127064 | 2 | $3.50B | 24 | 2026-04-30 | → |
| 666 | SOUND SHORE MANAGEMENT INC | 112379 | 2 | $3.40B | 16 | 2026-04-30 | → |
| 667 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 128591 | 2 | $3.31B | 28 | 2026-03-31 | → |
| 668 | MUDRICK CAPITAL MANAGEMENT, LP | 161012 | 2 | $3.28B | 35 | 2026-06-30 | → |
| 669 | STRATEGIC INCOME MANAGEMENT, LLC | 151956 | 2 | $3.14B | 6 | 2026-05-31 | → |
| 670 | CERTIFIED ADVISORY CORP | 120990 | 2 | $3.04B | 39 | 2026-03-31 | → |
| 671 | RAITH CAPITAL PARTNERS, LLC | 166815 | 2 | $2.83B | 29 | 2026-04-30 | → |
| 672 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 174809 | 2 | $2.69B | 21 | 2026-03-31 | → |
| 673 | CINCINNATI ASSET MANAGEMENT INC | 104946 | 2 | $2.53B | 15 | 2026-03-31 | → |
| 674 | MISSION PRIME LLC | 318328 | 2 | $2.35B | 2 | 2026-06-30 | → |
| 675 | MJE - LOOP CAPITAL PARTNERS LLC | 287638 | 2 | $2.04B | 19 | 2026-03-31 | → |
| 676 | OAK RIDGE INVESTMENTS, LLC | 107066 | 2 | $1.70B | 13 | 2026-05-31 | → |
| 677 | STEEL GROVE CAPITAL ADVISORS, LLC | 115231 | 2 | $1.64B | 13 | 2026-03-31 | → |
| 678 | CCM INVESTMENT ADVISERS, LLC | 105743 | 2 | $1.55B | 11 | 2026-03-31 | → |
| 679 | DELTA ASSET MANAGEMENT, LLC | 113688 | 2 | $1.53B | 10 | 2026-05-31 | → |
| 680 | TA REALTY LLC | 108586 | 2 | $1.48B | 152 | 2026-05-31 | → |
| 681 | WEATHERBIE CAPITAL, LLC | 105991 | 2 | $1.34B | 7 | 2026-06-30 | → |
| 682 | PIPER SANDLER & CO. | 665 | 2 | $1.28B | 1,402 | 2026-03-31 | → |
| 683 | ADDISON CAPITAL, LLC | 144853 | 2 | $1.12B | 4 | 2026-03-31 | → |
| 684 | RESOURCES MANAGEMENT CORP | 104674 | 2 | $1.07B | 14 | 2026-04-30 | → |
| 685 | VECTORS RESEARCH MANAGEMENT LLC | 137772 | 2 | $1.01B | 4 | 2026-03-31 | → |
| 686 | ELLIS INVESTMENT PARTNERS, LLC | 157669 | 2 | $986.8M | 23 | 2026-03-31 | → |
| 687 | HUTCHINSON CAPITAL MANAGEMENT | 106158 | 2 | $941.7M | 7 | 2026-03-31 | → |
| 688 | MOODY ALDRICH PARTNERS, LLC | 106920 | 2 | $864.3M | 14 | 2026-05-31 | → |
| 689 | GILL CAPITAL PARTNERS, LLC | 14559 | 2 | $862.4M | 17 | 2026-03-31 | → |
| 690 | MERIDIAN MANAGEMENT CO | 110216 | 2 | $861.6M | 6 | 2026-03-31 | → |
| 691 | US AGRICULTURE, LLC | 282576 | 2 | $759.1M | 14 | 2026-03-31 | → |
| 692 | THE CENTRAL TRUST BANK | 149262 | 2 | $554.1M | 4 | 2026-03-31 | → |
| 693 | TITAN RETIREMENT ADVISORS LLC | 166359 | 2 | $531.0M | 2 | 2026-03-31 | → |
| 694 | RETIREMENT WELLNESS GROUP LLC | 297255 | 2 | $526.6M | 2 | 2026-03-31 | → |
| 695 | PARAGON PRIVATE WEALTH MANAGEMENT LLC | 312817 | 2 | $457.9M | 6 | 2026-03-31 | → |
| 696 | ORIENTAL FINANCIAL SERVICES LLC | 29753 | 2 | $419.6M | 28 | 2026-03-31 | → |
| 697 | WT WEALTH MANAGEMENT, LLC | 169566 | 2 | $419.1M | 16 | 2026-03-31 | → |
| 698 | ONE OAK CAPITAL MANAGEMENT, LLC | 170339 | 2 | $418.5M | 14 | 2026-03-31 | → |
| 699 | VITAL WEALTH MANAGEMENT, LLC | 156455 | 2 | $300.8M | 2 | 2026-06-30 | → |
| 700 | UNISON ASSET MANAGEMENT LLC | 288249 | 2 | $298.2M | 5 | 2026-03-31 | → |
Related Lists
Sleeve933 firms · 2026-06-30