Research Report · 2026-06-30
Top Registered Investment Advisers by Non-US AUM
SEC-registered investment advisers ranked by reported non-US regulatory assets under management.
Firms
820
Total AUM
$47.10T
Median AUM
$1.42B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Non-US AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $445.90B | $614.93B | 532 | 2026-06-30 | → |
| 2 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $262.54B | $469.98B | 758 | 2026-06-30 | → |
| 3 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $231.37B | $588.22B | 574 | 2026-03-31 | → |
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $213.55B | $684.78B | 1,109 | 2026-04-30 | → |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $211.49B | $1.72T | 946 | 2026-03-31 | → |
| 6 | CETERA INVESTMENT ADVISERS LLC | 105644 | $178.25B | $256.81B | 10,251 | 2026-06-30 | → |
| 7 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $132.35B | $139.88B | 15 | 2026-06-30 | → |
| 8 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $89.35B | $676.69B | 1,589 | 2026-06-30 | → |
| 9 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $87.76B | $184.81B | 210 | 2026-01-31 | → |
| 10 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $79.06B | $3.52T | 3,194 | 2026-06-30 | → |
| 11 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $66.44B | $280.48B | 381 | 2026-03-31 | → |
| 12 | ALLIANCEBERNSTEIN L.P. | 108477 | $61.32B | $763.40B | 4,204 | 2026-03-31 | → |
| 13 | OSAIC WEALTH, INC. | 23131 | $57.93B | $234.86B | 8,979 | 2026-06-30 | → |
| 14 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $49.85B | $49.85B | 33 | 2026-03-31 | → |
| 15 | RBC ROCHDALE, LLC | 117198 | $39.37B | $72.96B | 269 | 2026-05-31 | → |
| 16 | APERIO GROUP, LLC | 111616 | $33.59B | $152.13B | 208 | 2026-04-30 | → |
| 17 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $32.45B | $52.78B | 177 | 2026-03-31 | → |
| 18 | BNY MELLON ADVISORS, INC. | 106108 | $31.36B | $33.48B | 66 | 2026-05-31 | → |
| 19 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $31.12B | $386.88B | 728 | 2026-03-31 | → |
| 20 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $29.03B | $3.67T | 1,968 | 2026-05-31 | → |
| 21 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $28.22B | $5.69T | 1,427 | 2026-03-31 | → |
| 22 | LORD, ABBETT & CO. LLC | 110391 | $27.10B | $270.39B | 821 | 2025-12-31 | → |
| 23 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $26.88B | $35.69B | 151 | 2026-05-31 | → |
| 24 | NATIXIS ADVISORS, LLC | 106800 | $26.17B | $108.65B | 412 | 2026-03-31 | → |
| 25 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $24.89B | $3.75T | 1,417 | 2026-05-31 | → |
| 26 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $21.26B | $33.52B | 549 | 2026-06-30 | → |
| 27 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $20.64B | $184.99B | 137 | 2026-06-30 | → |
| 28 | FRANKLIN ADVISERS, INC. | 104517 | $19.29B | $509.45B | 384 | 2026-05-31 | → |
| 29 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $18.50B | $31.28B | 68 | 2026-06-30 | → |
| 30 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | $17.33B | $17.35B | 532 | 2026-06-30 | → |
| 31 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $17.19B | $702.25B | 670 | 2026-06-30 | → |
| 32 | EAGLE ASSET MANAGEMENT INC | 110653 | $16.83B | $60.65B | 77 | 2026-06-30 | → |
| 33 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $14.99B | $116.17B | 185 | 2026-06-30 | → |
| 34 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $13.02B | $23.32B | 47 | 2026-03-31 | → |
| 35 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $10.77B | $54.28B | 88 | 2026-03-31 | → |
| 36 | FEDERATED INVESTMENT COUNSELING | 105325 | $10.39B | $207.21B | 213 | 2026-05-31 | → |
| 37 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $10.16B | $475.78B | 956 | 2026-05-31 | → |
| 38 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $10.16B | $324.65B | 714 | 2026-05-31 | → |
| 39 | SAGE ADVISORY SERVICES LTD CO | 106236 | $9.80B | $28.43B | 58 | 2026-03-31 | → |
| 40 | CAPITAL WEALTH PLANNING, LLC | 150764 | $9.66B | $17.25B | 30 | 2026-03-31 | → |
| 41 | ROCKEFELLER & CO. LLC | 294197 | $9.66B | $36.76B | 602 | 2026-03-31 | → |
| 42 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $9.60B | $117.24B | 139 | 2026-02-28 | → |
| 43 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $9.27B | $39.36B | 134 | 2026-03-31 | → |
| 44 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $8.96B | $13.76B | 26 | 2026-03-31 | → |
| 45 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $7.76B | $43.00B | 225 | 2026-03-31 | → |
| 46 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $7.38B | $96.77B | 102 | 2026-03-31 | → |
| 47 | BNY MELLON SECURITIES CORPORATION | 231 | $7.21B | $8.45B | 253 | 2026-06-30 | → |
| 48 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $7.20B | $12.44B | 333 | 2025-09-30 | → |
| 49 | DAVIS SELECTED ADVISERS LP | 108674 | $7.15B | $30.12B | 121 | 2026-03-31 | → |
| 50 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $6.97B | $36.11B | 128 | 2026-03-31 | → |
| 51 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $6.58B | $2.65T | 2,059 | 2026-05-31 | → |
| 52 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $6.50B | $14.59B | 132 | 2026-05-31 | → |
| 53 | PGIM CUSTOM HARVEST LLC | 290235 | $6.23B | $6.90B | 68 | 2026-05-31 | → |
| 54 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $5.83B | $113.59B | 1,311 | 2026-03-31 | → |
| 55 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $5.69B | $35.80B | 45 | 2026-03-31 | → |
| 56 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $5.66B | $13.84B | 92 | 2026-03-31 | → |
| 57 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $5.64B | $398.65B | 1,542 | 2026-03-31 | → |
| 58 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | $5.31B | $5.31B | 12 | 2025-11-30 | → |
| 59 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $5.28B | $11.58B | 64 | 2026-03-31 | → |
| 60 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $5.27B | $18.30B | 27 | 2026-03-31 | → |
| 61 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $5.09B | $6.72B | 55 | 2026-03-31 | → |
| 62 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $5.03B | $19.78B | 103 | 2025-12-31 | → |
| 63 | GQG PARTNERS LLC | 283720 | $4.98B | $163.86B | 227 | 2026-03-31 | → |
| 64 | STASH INVESTMENTS LLC | 226550 | $4.92B | $4.92B | 124 | 2026-04-30 | → |
| 65 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $4.36B | $11.05B | 28 | 2026-03-31 | → |
| 66 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $4.32B | $40.65B | 149 | 2026-04-30 | → |
| 67 | BRAMSHILL INVESTMENTS, LLC | 162492 | $4.28B | $8.14B | 38 | 2026-03-31 | → |
| 68 | MUTUAL ADVISORS, LLC | 167658 | $4.21B | $8.55B | 208 | 2026-06-30 | → |
| 69 | WCG WEALTH ADVISORS, LLC | 173194 | $4.18B | $6.28B | 131 | 2026-06-30 | → |
| 70 | KESTRA INVESTMENT MANAGEMENT, LLC. | 317711 | $4.13B | $4.31B | 17 | 2026-06-30 | → |
| 71 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $3.94B | $427.71B | 1,394 | 2026-05-31 | → |
| 72 | SPIDERROCK ADVISORS, LLC | 171992 | $3.75B | $9.83B | 61 | 2026-03-31 | → |
| 73 | EARNEST PARTNERS LLC | 107926 | $3.67B | $42.61B | 47 | 2026-06-30 | → |
| 74 | ATALANTA SOSNOFF MANAGEMENT, LLC | 11085 | $3.49B | $3.91B | 37 | 2026-03-31 | → |
| 75 | TANDEM INVESTMENT ADVISORS INC | 109392 | $3.33B | $3.45B | 18 | 2026-05-31 | → |
| 76 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $3.33B | $12.20B | 103 | 2026-03-31 | → |
| 77 | STRATOS INVESTMENT MANAGEMENT, LLC | 283850 | $3.31B | $3.31B | 89 | 2026-06-30 | → |
| 78 | JENNISON ASSOCIATES LLC | 107959 | $3.28B | $214.84B | 360 | 2026-03-31 | → |
| 79 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $3.25B | $24.06B | 168 | 2026-05-31 | → |
| 80 | BROWN ADVISORY LLC | 110181 | $3.24B | $124.31B | 782 | 2026-03-31 | → |
| 81 | MOORS & CABOT, INC. | 594 | $3.21B | $3.44B | 121 | 2025-09-30 | → |
| 82 | FIERA CAPITAL INC. | 113638 | $3.20B | $17.28B | 95 | 2026-03-31 | → |
| 83 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $3.16B | $5.20B | 31 | 2025-12-31 | → |
| 84 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $3.16B | $502.40B | 914 | 2026-05-31 | → |
| 85 | HSBC SECURITIES (USA) INC. | 19585 | $3.16B | $3.84B | 490 | 2026-04-30 | → |
| 86 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $3.05B | $14.89B | 56 | 2026-03-31 | → |
| 87 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $3.00B | $56.28B | 413 | 2026-03-31 | → |
| 88 | MARSHFIELD ASSOCIATES, INC. | 150614 | $2.96B | $8.12B | 27 | 2026-03-31 | → |
| 89 | GREAT LAKES ADVISORS, LLC | 110757 | $2.95B | $16.16B | 84 | 2026-05-31 | → |
| 90 | HARDING LOEVNER LP | 104543 | $2.90B | $32.06B | 104 | 2026-03-31 | → |
| 91 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $2.88B | $43.54B | 170 | 2026-04-30 | → |
| 92 | RICHARD BERNSTEIN ADVISORS LLC | 153577 | $2.86B | $3.79B | 28 | 2026-06-30 | → |
| 93 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $2.83B | $228.04B | 267 | 2026-03-31 | → |
| 94 | WILSHIRE ADVISORS LLC | 6210 | $2.82B | $149.10B | 307 | 2026-06-30 | → |
| 95 | MILLER HOWARD INVESTMENTS INC | 105800 | $2.81B | $3.81B | 34 | 2026-03-31 | → |
| 96 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $2.81B | $38.82B | 405 | 2026-05-31 | → |
| 97 | MEEDER ADVISORY SERVICES, INC | 106814 | $2.76B | $2.86B | 73 | 2026-04-30 | → |
| 98 | FIRST TRUST ADVISORS LP | 107027 | $2.75B | $309.24B | 542 | 2026-04-30 | → |
| 99 | ADVISORY SERVICES NETWORK, LLC | 146051 | $2.73B | $10.60B | 268 | 2026-06-30 | → |
| 100 | EQUITY INVESTMENT CORPORATION | 283930 | $2.72B | $3.51B | 27 | 2026-03-31 | → |
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