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 | |
|---|---|---|---|---|---|---|---|
| 101 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $2.69B | $69.23B | 186 | 2026-03-31 | → |
| 102 | STADION MONEY MANAGEMENT, LLC | 112608 | $2.63B | $2.69B | 39 | 2026-03-31 | → |
| 103 | GLOBALT INVESTMENTS LLC | 328039 | $2.58B | $3.02B | 18 | 2026-04-30 | → |
| 104 | LAZARD ASSET MANAGEMENT LLC | 122836 | $2.54B | $120.52B | 532 | 2026-03-31 | → |
| 105 | CINCINNATI ASSET MANAGEMENT INC | 104946 | $2.53B | $2.53B | 15 | 2026-03-31 | → |
| 106 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $2.52B | $30.25B | 30 | 2026-03-31 | → |
| 107 | CLINTON INVESTMENT MANAGEMENT, LLC | 143599 | $2.47B | $3.91B | 14 | 2026-05-31 | → |
| 108 | GFS ADVISORS LLC | 143110 | $2.47B | $3.76B | 11 | 2026-03-31 | → |
| 109 | STIFEL INDEPENDENT ADVISORS, LLC | 28218 | $2.46B | $5.01B | 198 | 2026-03-31 | → |
| 110 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $2.44B | $8.98B | 54 | 2026-06-30 | → |
| 111 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $2.39B | $14.20B | 79 | 2026-03-31 | → |
| 112 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $2.33B | $2.20T | 3,760 | 2026-03-31 | → |
| 113 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $2.32B | $305.98B | 220 | 2026-03-31 | → |
| 114 | SUMMIT WEALTH GROUP LLC | 335242 | $2.31B | $2.31B | 80 | 2026-03-31 | → |
| 115 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $2.30B | $9.89B | 44 | 2026-06-30 | → |
| 116 | 55I, LLC | 286620 | $2.26B | $36.74B | 86 | 2026-06-30 | → |
| 117 | SMITH MOORE & CO. | 3441 | $2.24B | $2.37B | 65 | 2026-03-31 | → |
| 118 | ABNER HERRMAN & BROCK, LLC | 8517 | $2.19B | $2.74B | 13 | 2026-06-30 | → |
| 119 | RNC CAPITAL MANAGEMENT LLC | 108618 | $2.18B | $5.10B | 63 | 2026-04-30 | → |
| 120 | RSW INVESTMENTS HOLDINGS, LLC | 302023 | $2.18B | $2.30B | 10 | 2026-03-31 | → |
| 121 | GAMMA INVESTING LLC | 312573 | $2.18B | $2.28B | 7 | 2026-03-31 | → |
| 122 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $2.12B | $274.95B | 859 | 2026-03-31 | → |
| 123 | APPLETON PARTNERS, INC. | 110049 | $2.07B | $12.55B | 59 | 2026-03-31 | → |
| 124 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $2.00B | $29.38B | 120 | 2026-05-31 | → |
| 125 | WASHINGTON CROSSING ADVISORS LLC | 281511 | $1.98B | $2.03B | 10 | 2026-04-30 | → |
| 126 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $1.98B | $120.70B | 364 | 2026-03-31 | → |
| 127 | CENTER FOR FINANCIAL PLANNING INC | 109599 | $1.97B | $1.97B | 26 | 2026-04-30 | → |
| 128 | RBB TREASURY LLC | 314581 | $1.89B | $1.89B | 4 | 2026-03-31 | → |
| 129 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $1.89B | $29.73B | 137 | 2026-05-31 | → |
| 130 | RIVERFRONT INVESTMENT GROUP, LLC | 146221 | $1.88B | $2.22B | 46 | 2026-06-30 | → |
| 131 | CAPITOL SECURITIES MANAGEMENT, INC. | 14169 | $1.88B | $2.16B | 170 | 2026-03-31 | → |
| 132 | NATIONS FINANCIAL GROUP, INC. | 44181 | $1.81B | $4.77B | 94 | 2026-03-31 | → |
| 133 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $1.79B | $10.79B | 35 | 2026-06-30 | → |
| 134 | WESTEND ADVISORS, LLC | 133279 | $1.79B | $1.87B | 29 | 2026-01-31 | → |
| 135 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | $1.77B | $1.77B | 14 | 2026-05-31 | → |
| 136 | JANUS HENDERSON INVESTORS US LLC | 104652 | $1.76B | $380.43B | 1,013 | 2026-06-30 | → |
| 137 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $1.73B | $28.64B | 35 | 2026-03-31 | → |
| 138 | FAYEZ SAROFIM & CO., LLC | 106584 | $1.72B | $35.07B | 54 | 2026-05-31 | → |
| 139 | CPC ADVISORS, LLC | 111025 | $1.68B | $1.68B | 29 | 2026-04-30 | → |
| 140 | FRED ALGER MANAGEMENT, LLC | 106750 | $1.60B | $26.14B | 98 | 2026-05-31 | → |
| 141 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $1.59B | $49.31B | 133 | 2026-04-30 | → |
| 142 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $1.58B | $26.04B | 131 | 2026-04-30 | → |
| 143 | STONEBRIDGE ADVISORS LLC | 134017 | $1.58B | $11.83B | 15 | 2026-03-31 | → |
| 144 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $1.56B | $144.04B | 778 | 2026-06-30 | → |
| 145 | SCHARF INVESTMENTS, LLC | 105508 | $1.55B | $4.21B | 23 | 2026-03-31 | → |
| 146 | IFC ADVISORS LLC | 332157 | $1.54B | $2.34B | 18 | 2026-03-31 | → |
| 147 | F/M INVESTMENTS LLC | 304405 | $1.52B | $17.74B | 83 | 2026-03-31 | → |
| 148 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $1.52B | $67.84B | 610 | 2026-06-30 | → |
| 149 | COUGAR GLOBAL INVESTMENTS LIMITED | 109439 | $1.51B | $1.51B | 3 | 2025-12-31 | → |
| 150 | OAK RIDGE INVESTMENTS, LLC | 107066 | $1.50B | $1.70B | 13 | 2026-05-31 | → |
| 151 | ROMANO BROTHERS AND COMPANY | 3215 | $1.50B | $1.54B | 16 | 2026-02-28 | → |
| 152 | FOYSTON, GORDON & PAYNE INC. | 121591 | $1.50B | $5.96B | 46 | 2026-05-31 | → |
| 153 | CUMBERLAND ADVISORS, LLC | 107964 | $1.50B | $3.22B | 36 | 2026-02-28 | → |
| 154 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $1.49B | $34.91B | 95 | 2026-03-31 | → |
| 155 | LSV ASSET MANAGEMENT | 109918 | $1.48B | $104.25B | 45 | 2026-03-31 | → |
| 156 | CJM WEALTH ADVISERS, LTD. | 107750 | $1.47B | $1.47B | 13 | 2026-06-30 | → |
| 157 | DSM CAPITAL PARTNERS LLC | 113609 | $1.41B | $7.56B | 25 | 2026-05-31 | → |
| 158 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $1.40B | $7.00B | 39 | 2026-06-30 | → |
| 159 | CLEARWATER CAPITAL ADVISORS, LLC | 139886 | $1.40B | $1.68B | 23 | 2026-05-31 | → |
| 160 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $1.37B | $93.47B | 157 | 2026-06-30 | → |
| 161 | EP WEALTH ADVISORS, LLC. | 111147 | $1.35B | $45.15B | 618 | 2026-04-30 | → |
| 162 | SEGALL BRYANT & HAMILL, LLC | 106505 | $1.34B | $22.64B | 161 | 2026-06-30 | → |
| 163 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $1.33B | $28.66B | 37 | 2026-03-31 | → |
| 164 | ISTHMUS PARTNERS, LLC | 171279 | $1.33B | $1.44B | 17 | 2026-01-31 | → |
| 165 | DANA INVESTMENT ADVISORS INC | 105879 | $1.32B | $6.08B | 60 | 2026-03-31 | → |
| 166 | THE NEMES RUSH GROUP, LLC | 312554 | $1.31B | $1.62B | 17 | 2026-03-31 | → |
| 167 | RIVERBRIDGE PARTNERS LLC | 108074 | $1.31B | $5.03B | 46 | 2026-03-31 | → |
| 168 | INTELLUS ADVISORS, LLC | 332883 | $1.30B | $1.35B | 15 | 2026-03-31 | → |
| 169 | EMERALD INVESTMENT ADVISERS, LLC | 338769 | $1.28B | $2.26B | 12 | 2026-01-31 | → |
| 170 | NEW ENGLAND PROFESSIONAL PLANNING GROUP INC. | 108868 | $1.25B | $1.32B | 16 | 2026-03-31 | → |
| 171 | SAGEWOOD ASSET MANAGEMENT LP | 281548 | $1.25B | $2.70B | 7 | 2026-03-31 | → |
| 172 | CULLINAN ASSOCIATES, INC. | 108340 | $1.25B | $1.48B | 17 | 2026-03-31 | → |
| 173 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | $1.21B | $4.20B | 9 | 2026-03-31 | → |
| 174 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $1.17B | $11.71B | 19 | 2026-03-31 | → |
| 175 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 126767 | $1.16B | $1.20B | 12 | 2026-03-31 | → |
| 176 | CHILTON INVESTMENT SERVICES, LLC | 159306 | $1.11B | $8.15B | 70 | 2026-03-31 | → |
| 177 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | 104511 | $1.10B | $1.63B | 11 | 2026-04-30 | → |
| 178 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | $1.08B | $3.10B | 34 | 2026-04-30 | → |
| 179 | SANCTUARY ADVISORS, LLC | 226606 | $1.07B | $34.88B | 770 | 2026-06-30 | → |
| 180 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $1.07B | $282.71B | 699 | 2026-03-31 | → |
| 181 | PACIFIC INCOME ADVISERS INC | 104719 | $1.07B | $2.25B | 14 | 2026-06-30 | → |
| 182 | LEVEL FOUR CAPITAL MANAGEMENT | 304792 | $1.05B | $1.38B | 9 | 2026-03-31 | → |
| 183 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $1.01B | $24.40B | 61 | 2026-03-31 | → |
| 184 | FEDERATED MDTA LLC | 109355 | $984.3M | $25.95B | 21 | 2026-05-31 | → |
| 185 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | $981.6M | $8.25B | 550 | 2026-03-31 | → |
| 186 | SHAPIRO CAPITAL MANAGEMENT LLC | 105581 | $956.5M | $1.97B | 10 | 2026-05-31 | → |
| 187 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $943.5M | $21.15B | 63 | 2026-04-30 | → |
| 188 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $938.6M | $5.60B | 20 | 2026-03-31 | → |
| 189 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | $933.7M | $1.06B | 6 | 2026-02-28 | → |
| 190 | BRIGHTON SECURITIES CORP. | 3875 | $931.0M | $931.0M | 26 | 2026-04-30 | → |
| 191 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | $918.0M | $9.61B | 80 | 2026-04-30 | → |
| 192 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | 300359 | $907.6M | $907.6M | 46 | 2026-06-30 | → |
| 193 | INVESCO ADVISERS, INC. | 105360 | $901.7M | $749.52B | 2,804 | 2026-06-30 | → |
| 194 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | 289178 | $900.2M | $1.45B | 49 | 2026-03-31 | → |
| 195 | LEEWARD INVESTMENTS, LLC | 312557 | $877.5M | $2.87B | 14 | 2026-03-31 | → |
| 196 | STONEBROOK PRIVATE LLC | 325434 | $877.2M | $937.0M | 11 | 2026-05-31 | → |
| 197 | COLUMBUS MACRO, LLC | 286374 | $876.3M | $970.3M | 7 | 2026-02-28 | → |
| 198 | BERKSHIRE ASSET MANAGEMENT, LLC | 145463 | $876.0M | $2.79B | 11 | 2026-03-31 | → |
| 199 | CARSON ADVISORY, INC. | 117410 | $864.9M | $864.9M | 7 | 2026-04-30 | → |
| 200 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | 167243 | $845.5M | $883.7M | 5 | 2026-03-31 | → |
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