Research Report · 2026-06-30
Top Registered Investment Advisers by Non-Discretionary AUM
SEC-registered investment advisers ranked by latest reported non-discretionary regulatory assets under management.
Firms
1,000
Total AUM
$63.98T
Median AUM
$7.37B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Non-Discretionary AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 701 | KUDU INVESTMENT HOLDINGS, LLC | 174350 | $1.39B | $1.39B | 18 | 2026-05-31 | → |
| 702 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $1.39B | $25.84B | 165 | 2025-12-31 | → |
| 703 | MORTGAGE INDUSTRY ADVISORY CORPORATION | 122337 | $1.39B | $1.39B | 73 | 2025-02-28 | → |
| 704 | PROVENIO CAPITAL MANAGEMENT LLC | 333009 | $1.39B | $1.63B | 11 | 2026-03-31 | → |
| 705 | NEWEDGE ADVISORS, LLC | 171351 | $1.39B | $43.21B | 1,073 | 2026-06-30 | → |
| 706 | BTC CAPITAL MANAGEMENT, INC. | 127158 | $1.39B | $4.60B | 17 | 2026-03-31 | → |
| 707 | APTUS CAPITAL ADVISORS, LLC | 167626 | $1.38B | $14.14B | 40 | 2026-03-31 | → |
| 708 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $1.38B | $92.43B | 110 | 2025-05-31 | → |
| 709 | LARAMAR MULTI-FAMILY VALUE MANAGER, LLC | 161298 | $1.37B | $1.91B | 19 | 2026-03-31 | → |
| 710 | SSB WEALTH MANAGEMENT, INC. | 306510 | $1.37B | $2.73B | 20 | 2026-06-30 | → |
| 711 | ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC | 143002 | $1.37B | $1.37B | 4 | 2025-02-28 | → |
| 712 | DIAPHANUM AMERICAS LLC | 310052 | $1.37B | $1.37B | 10 | 2026-06-30 | → |
| 713 | ASSET RISK CONSULTANTS (UK) LIMITED | 292916 | $1.37B | $1.37B | 15 | 2025-11-30 | → |
| 714 | BBVA GLOBAL WEALTH ADVISORS, INC. | 327326 | $1.36B | $1.36B | 84 | 2026-06-30 | → |
| 715 | HOLLENCREST CAPITAL MANAGEMENT, LLC | 46217 | $1.36B | $2.87B | 19 | 2026-06-30 | → |
| 716 | VANTAGE INFRASTRUCTURE (USA) INC. | 157458 | $1.36B | $1.47B | 5 | 2026-03-31 | → |
| 717 | DETALUS ADVISORS, LLC | 117958 | $1.36B | $2.22B | 15 | 2026-03-31 | → |
| 718 | MOSS ADAMS WEALTH ADVISORS LLC | 108917 | $1.36B | $5.77B | 59 | 2026-05-31 | → |
| 719 | NELSON ENTERPRISES LLC | 307706 | $1.36B | $1.36B | 1 | 2026-02-28 | → |
| 720 | ALLY BRIDGE GROUP (PE) LLC | 315273 | $1.35B | $1.35B | 18 | 2025-03-31 | → |
| 721 | GLOBAL FOREST PARTNERS LP | 127064 | $1.35B | $3.50B | 24 | 2026-04-30 | → |
| 722 | HOBE MOUNTAIN CAPITAL MANAGEMENT LLC | 338577 | $1.35B | $1.35B | 6 | 2026-04-30 | → |
| 723 | ENHANCED PK SERVICES, LLC | 311371 | $1.35B | $1.35B | 1 | 2025-03-31 | → |
| 724 | ALPINVEST US HOLDINGS, LLC | 328458 | $1.35B | $57.66B | 289 | 2026-03-31 | → |
| 725 | ARGONAUT PRIVATE CAPITAL, LP | 283878 | $1.34B | $3.01B | 23 | 2026-03-31 | → |
| 726 | GENTRUST, LLC | 158369 | $1.33B | $5.20B | 40 | 2026-03-31 | → |
| 727 | PITCAIRN WEALTH ADVISORS LLC | 333260 | $1.32B | $5.87B | 62 | 2026-03-31 | → |
| 728 | NORTH CASTLE PARTNERS, LLC | 158213 | $1.32B | $1.32B | 13 | 2026-04-30 | → |
| 729 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | $1.32B | $105.30B | 1,790 | 2026-04-30 | → |
| 730 | WAFRA INC. | 108673 | $1.32B | $29.04B | 158 | 2026-06-30 | → |
| 731 | AXIUM INFRASTRUCTURE INC. | 286454 | $1.31B | $9.28B | 97 | 2026-03-31 | → |
| 732 | DB ADVISORY AMERICA, LIMITED(LTD) | 313938 | $1.30B | $1.30B | 2 | 2026-01-31 | → |
| 733 | CHADDS FORD WEALTH PARTNERS, LLC | 304159 | $1.30B | $1.33B | 3 | 2026-03-31 | → |
| 734 | CRYSTAL CAPITAL PARTNERS, LLC | 146010 | $1.30B | $1.30B | 23 | 2026-03-31 | → |
| 735 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | 156973 | $1.29B | $106.02B | 643 | 2026-03-31 | → |
| 736 | NORDWAND ADVISORS, LLC | 322936 | $1.29B | $3.97B | 10 | 2026-03-31 | → |
| 737 | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | 159499 | $1.29B | $3.62B | 22 | 2026-01-31 | → |
| 738 | STONEX ADVISORS INC. | 174182 | $1.29B | $5.09B | 220 | 2026-06-30 | → |
| 739 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | $1.29B | $5.27B | 39 | 2026-03-31 | → |
| 740 | LINGOTTO US LLC | 328113 | $1.29B | $1.97B | 17 | 2026-04-30 | → |
| 741 | PIPER SANDLER & CO. | 665 | $1.28B | $1.28B | 1,402 | 2026-03-31 | → |
| 742 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | $1.28B | $5.09B | 21 | 2026-03-31 | → |
| 743 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC | 158165 | $1.28B | $6.31B | 62 | 2026-03-31 | → |
| 744 | MAGNETAR FINANCIAL LLC | 136045 | $1.28B | $26.23B | 198 | 2026-03-31 | → |
| 745 | AMERICAN FINANCIAL ADVISORS INC | 108530 | $1.28B | $1.28B | 8 | 2026-02-28 | → |
| 746 | WEALTHSPIRE ADVISORS LLC | 106181 | $1.28B | $34.32B | 397 | 2026-04-30 | → |
| 747 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | $1.28B | $7.27B | 28 | 2026-03-31 | → |
| 748 | PAUL WINKLER, INC. | 119342 | $1.28B | $1.28B | 22 | 2026-03-31 | → |
| 749 | IPG INVESTMENT ADVISORS, LLC | 152990 | $1.27B | $4.14B | 39 | 2026-03-31 | → |
| 750 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $1.27B | $484.10B | 1,403 | 2026-04-30 | → |
| 751 | IRONSHORE FINANCIAL, LLC | 294053 | $1.27B | $1.44B | 1 | 2026-03-31 | → |
| 752 | MASECO LLP | 147686 | $1.27B | $4.96B | 129 | 2026-06-30 | → |
| 753 | REQUISITE CAPITAL MANAGEMENT LLC | 283107 | $1.26B | $2.43B | 11 | 2026-03-31 | → |
| 754 | OAK CITY CONSULTING, LLC | 162220 | $1.26B | $1.43B | 6 | 2026-03-31 | → |
| 755 | HUMAN INVESTING, LLC | 133017 | $1.26B | $2.22B | 28 | 2026-03-31 | → |
| 756 | SIGULER GUFF ADVISERS LLC | 106788 | $1.25B | $18.26B | 130 | 2026-03-31 | → |
| 757 | L.M. KOHN & COMPANY | 27913 | $1.24B | $2.09B | 85 | 2025-04-30 | → |
| 758 | MORA CAPITAL MANAGEMENT, LLC | 112221 | $1.24B | $1.90B | 49 | 2026-06-30 | → |
| 759 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $1.24B | $50.44B | 161 | 2026-06-30 | → |
| 760 | GE VERNOVA INVESTMENT ADVISERS, LLC | 329905 | $1.24B | $1.24B | 21 | 2026-03-31 | → |
| 761 | CVC CREDIT PARTNERS, LLC | 138528 | $1.24B | $61.63B | 153 | 2026-05-31 | → |
| 762 | BIP WEALTH, LLC | 143208 | $1.24B | $5.29B | 88 | 2026-06-30 | → |
| 763 | BAIN CAPITAL ASSET MANAGEMENT, LP | 183517 | $1.24B | $16.29B | 46 | 2026-03-31 | → |
| 764 | CRESCENT REAL ESTATE LLC | 158397 | $1.24B | $5.11B | 113 | 2026-03-31 | → |
| 765 | M HOLDINGS SECURITIES, INC. | 43285 | $1.23B | $3.21B | 1,442 | 2026-03-31 | → |
| 766 | COMPOSITION CAPITAL LP | 332182 | $1.23B | $1.23B | 9 | 2026-03-31 | → |
| 767 | MORGAN PROPERTIES SPECIAL SITUATIONS II LLC | 300795 | $1.22B | $1.37B | 20 | 2026-03-31 | → |
| 768 | MCF ADVISORS, LLC | 130372 | $1.22B | $4.68B | 55 | 2026-05-31 | → |
| 769 | TRUEBRIDGE CAPITAL PARTNERS LLC | 155425 | $1.22B | $11.24B | 43 | 2026-04-30 | → |
| 770 | HAUSER RETIREMENT SOLUTIONS 2 LLC | 299959 | $1.21B | $1.21B | 5 | 2026-04-30 | → |
| 771 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 128591 | $1.21B | $3.31B | 28 | 2026-03-31 | → |
| 772 | CKW FINANCIAL GROUP, LLC | 152116 | $1.21B | $2.53B | 7 | 2026-03-31 | → |
| 773 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $1.20B | $21.15B | 63 | 2026-04-30 | → |
| 774 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $1.20B | $7.62B | 42 | 2026-03-31 | → |
| 775 | MODERN PORTFOLIO CONSULTANTS, LLC | 120846 | $1.20B | $1.20B | 3 | 2026-03-31 | → |
| 776 | VIEW CAPITAL RIA, LP | 130678 | $1.20B | $1.82B | 18 | 2026-03-31 | → |
| 777 | K5 GLOBAL ADVISOR LLC | 314373 | $1.19B | $5.85B | 13 | 2026-03-31 | → |
| 778 | MACERATIO LLC | 304078 | $1.19B | $1.19B | 7 | 2026-06-30 | → |
| 779 | TRIBRIDGE PARTNERS FINANCIAL LLC | 326489 | $1.19B | $1.60B | 23 | 2026-06-30 | → |
| 780 | BROOKNOLL ADVISORS LLC | 298297 | $1.19B | $1.19B | 1 | 2026-03-31 | → |
| 781 | NWAM, LLC | 147923 | $1.19B | $4.13B | 62 | 2026-03-31 | → |
| 782 | BLACK LAKE INVESTMENTS LLC | 334605 | $1.19B | $1.19B | 5 | 2026-04-30 | → |
| 783 | PYRFORD INTERNATIONAL LTD | 105646 | $1.19B | $7.07B | 35 | 2026-06-30 | → |
| 784 | OAKRIDGE MANAGEMENT GROUP LLC | 306284 | $1.18B | $1.37B | 6 | 2026-03-31 | → |
| 785 | PLANCORP, LLC | 106599 | $1.17B | $9.94B | 97 | 2026-05-31 | → |
| 786 | RETHINK CAPITAL PARTNERS, LLC | 171118 | $1.17B | $2.23B | 34 | 2026-03-31 | → |
| 787 | ASSOCIATED INVESTMENT SERVICES, INC. | 1464 | $1.17B | $1.17B | 60 | 2026-04-30 | → |
| 788 | MARSHALL + STERLING WEALTH ADVISORS, INC. | 164345 | $1.17B | $1.59B | 15 | 2026-05-31 | → |
| 789 | LUPA RIA INVESTMENT MANAGEMENT LLC | 314819 | $1.17B | $2.19B | 12 | 2026-03-31 | → |
| 790 | MORAN WEALTH MANAGEMENT, LLC | 319208 | $1.16B | $5.10B | 56 | 2026-06-30 | → |
| 791 | KOVACK ADVISORS, INC. | 140808 | $1.16B | $6.28B | 320 | 2026-04-30 | → |
| 792 | RELATED FUND MANAGEMENT, LLC | 156543 | $1.15B | $14.02B | 69 | 2026-03-31 | → |
| 793 | PROMUS CAPITAL, LLC | 147597 | $1.15B | $1.60B | 28 | 2025-05-31 | → |
| 794 | AB2 CAPITAL PARTNERS LLC | 318038 | $1.15B | $1.15B | 1 | 2026-02-28 | → |
| 795 | VIDENT ADVISORY, LLC | 286622 | $1.15B | $22.02B | 38 | 2026-03-31 | → |
| 796 | CABOT PROPERTIES L.P. | 118729 | $1.15B | $9.11B | 157 | 2026-03-31 | → |
| 797 | ETZ ADVISORY, LLC | 334861 | $1.14B | $1.14B | 3 | 2026-06-30 | → |
| 798 | MEKETA INVESTMENT GROUP INC | 110601 | $1.14B | $9.99B | 248 | 2026-03-31 | → |
| 799 | KNIGHTSBRIDGE ADVISERS LLC | 111043 | $1.14B | $3.29B | 17 | 2026-06-30 | → |
| 800 | PRUDENT INVESTOR ADVISORS, LLC | 121922 | $1.13B | $1.30B | 4 | 2026-03-31 | → |
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