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 | |
|---|---|---|---|---|---|---|---|
| 301 | SHELTON WEALTH MANAGEMENT, LLC | 312686 | $364.5M | $364.5M | 4 | 2026-03-31 | → |
| 302 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | $363.5M | $4.06B | 30 | 2026-02-28 | → |
| 303 | TAR RIVER WEALTH PLANNING, LLC | 328530 | $361.9M | $401.2M | 9 | 2026-02-28 | → |
| 304 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 285347 | $361.7M | $361.7M | 26 | 2026-03-31 | → |
| 305 | MARIN BAY WEALTH ADVISORS, LLC | 289184 | $360.1M | $375.6M | 2 | 2026-01-31 | → |
| 306 | JESSUP WEALTH MANAGEMENT, INC. | 323035 | $359.7M | $360.2M | 12 | 2026-05-31 | → |
| 307 | THE STOLPER COMPANY L.L.C. | 132962 | $356.3M | $356.3M | 6 | 2026-04-30 | → |
| 308 | HANOVER ADVISORS, INC | 119655 | $354.9M | $354.9M | 3 | 2026-05-31 | → |
| 309 | NORRIS FINANCIAL GROUP, LLC | 129422 | $353.0M | $353.0M | 6 | 2026-03-31 | → |
| 310 | DORSEY, WRIGHT & ASSOCIATES, LLC | 104925 | $351.3M | $1.01B | 25 | 2026-04-30 | → |
| 311 | CHURCHILL MANAGEMENT CORP | 109651 | $350.5M | $10.08B | 55 | 2025-07-31 | → |
| 312 | CALAMOS ADVISORS LLC | 105758 | $348.4M | $43.89B | 300 | 2026-04-30 | → |
| 313 | WILLOW GROVE ADVISORS, LLC | 151993 | $344.9M | $369.8M | 7 | 2026-03-31 | → |
| 314 | MRA ADVISORY GROUP | 287933 | $344.4M | $361.3M | 13 | 2026-04-30 | → |
| 315 | L & S ADVISORS, INC | 140923 | $344.2M | $1.16B | 15 | 2026-06-30 | → |
| 316 | SKYLINE ADVISORS, INC. | 188511 | $334.7M | $386.5M | 8 | 2026-01-31 | → |
| 317 | DONALD SMITH & CO., INC. | 104947 | $333.1M | $5.60B | 11 | 2026-03-31 | → |
| 318 | DEW WEALTH MANAGEMENT, LLC | 114148 | $331.8M | $464.7M | 40 | 2026-06-30 | → |
| 319 | BRIDGEWATER ASSET MANAGEMENT LLC | 169832 | $330.1M | $350.5M | 6 | 2026-03-31 | → |
| 320 | ORG PARTNERS LLC | 312728 | $329.2M | $772.6M | 24 | 2025-08-31 | → |
| 321 | ADVISORY RESEARCH INC | 108254 | $325.5M | $991.3M | 14 | 2026-03-31 | → |
| 322 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $324.5M | $12.27B | 48 | 2025-12-31 | → |
| 323 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $323.8M | $240.66B | 588 | 2026-03-31 | → |
| 324 | GUGGENHEIM WEALTH SOLUTIONS, LLC | 283238 | $323.8M | $371.3M | 10 | 2026-03-31 | → |
| 325 | SENTINEL ADVISORY GROUP, LLC | 338121 | $320.8M | $320.8M | 10 | 2026-03-31 | → |
| 326 | CARLSON FINANCIAL, INC. | 335831 | $318.0M | $318.0M | 8 | 2026-04-30 | → |
| 327 | FLUENT FINANCIAL, LLC | 170041 | $316.3M | $329.7M | 9 | 2026-04-30 | → |
| 328 | BDFS CAPITAL LLC | 287680 | $316.0M | $411.3M | 9 | 2026-01-31 | → |
| 329 | EURO PACIFIC ASSET MANAGEMENT, LLC | 152922 | $311.4M | $2.18B | 14 | 2026-04-30 | → |
| 330 | VISTA ADVISOR GROUP, LLC | 307268 | $309.7M | $314.6M | 5 | 2026-02-28 | → |
| 331 | THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 165183 | $309.3M | $309.3M | 2 | 2026-02-28 | → |
| 332 | UNIPLAN INVESTMENT COUNSEL, INC. | 154718 | $308.3M | $330.5M | 11 | 2026-05-31 | → |
| 333 | HARVEST FUND ADVISORS LLC | 154425 | $308.0M | $8.13B | 14 | 2026-03-31 | → |
| 334 | KERUX, LLC | 327724 | $305.0M | $428.0M | 2 | 2026-04-30 | → |
| 335 | PROVIDER FINANCIAL, INC. | 168964 | $304.0M | $304.0M | 3 | 2026-02-28 | → |
| 336 | PINNACLE WEALTH ADVISORS | 132634 | $299.8M | $936.5M | 6 | 2025-03-31 | → |
| 337 | PETERSON FINANCIAL GROUP, INC. | 169519 | $299.2M | $299.2M | 11 | 2026-02-28 | → |
| 338 | PETROS FAMILY WEALTH, LLC | 324059 | $297.7M | $341.6M | 9 | 2026-02-28 | → |
| 339 | PALATINE HILL, LLC | 305619 | $295.9M | $295.9M | 5 | 2026-06-30 | → |
| 340 | PRIVATE PORTFOLIOS, INC. | 111905 | $293.5M | $293.5M | 3 | 2026-01-31 | → |
| 341 | JAMES INVESTMENT RESEARCH INC | 110433 | $291.6M | $1.21B | 15 | 2026-05-31 | → |
| 342 | STACEY BRAUN ASSOCIATES INC | 105056 | $290.0M | $5.50B | 17 | 2026-03-31 | → |
| 343 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | $287.1M | $3.97B | 29 | 2026-03-31 | → |
| 344 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $281.5M | $8.93B | 34 | 2026-04-30 | → |
| 345 | SUNCOAST EQUITY MANAGEMENT, LLC | 108289 | $280.4M | $2.11B | 12 | 2026-03-31 | → |
| 346 | INNOVATIVE ADVISORY PARTNERS, LLC | 156135 | $279.5M | $352.1M | 8 | 2026-04-30 | → |
| 347 | KACHKOVSKY & FISHER, INC. | 117811 | $279.0M | $305.1M | 6 | 2026-03-31 | → |
| 348 | ACCORDANT ADVISORY GROUP, INC. | 117474 | $278.0M | $278.0M | 3 | 2026-06-30 | → |
| 349 | AUSPICIOUS FINANCIAL PLANNING, LLC | 297962 | $278.0M | $278.0M | 2 | 2026-03-31 | → |
| 350 | LWEALTH, LLC | 152253 | $275.0M | $305.5M | 5 | 2026-04-30 | → |
| 351 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $272.9M | $8.82B | 58 | 2026-03-31 | → |
| 352 | E. A. HORWITZ LLC | 165561 | $272.6M | $272.6M | 13 | 2026-03-31 | → |
| 353 | SK ADVISOR NETWORK, LLC | 317533 | $271.5M | $271.5M | 2 | 2026-03-31 | → |
| 354 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 107660 | $271.2M | $2.32B | 14 | 2026-03-31 | → |
| 355 | CHRISTOPHER J. HASENBERG, INC. | 326053 | $270.5M | $270.5M | 10 | 2025-05-31 | → |
| 356 | FINANCIAL COUNSELORS INC | 106398 | $265.2M | $1.47B | 22 | 2026-03-31 | → |
| 357 | GAMCO ASSET MANAGEMENT INC. | 104950 | $264.4M | $11.69B | 120 | 2026-03-31 | → |
| 358 | INSIGHT NORTH AMERICA LLC | 145995 | $260.2M | $171.09B | 238 | 2026-06-30 | → |
| 359 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $258.9M | $17.66B | 32 | 2026-03-31 | → |
| 360 | VISTA FINANCE, LLC | 312082 | $258.3M | $320.0M | 5 | 2026-03-31 | → |
| 361 | SYMPHONY FINANCIAL, LTD. CO. | 171816 | $256.4M | $1.35B | 26 | 2026-04-30 | → |
| 362 | JARISLOWSKY, FRASER LIMITED | 107390 | $255.7M | $38.23B | 225 | 2025-05-31 | → |
| 363 | REALTA INVESTMENT ADVISORS, INC | 134952 | $255.2M | $385.4M | 61 | 2026-03-31 | → |
| 364 | MOREY & QUINN WEALTH PARTNERS LLC | 332074 | $255.0M | $373.4M | 4 | 2026-04-30 | → |
| 365 | NFJ INVESTMENT GROUP, LLC | 310902 | $254.9M | $2.98B | 9 | 2026-03-31 | → |
| 366 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $253.6M | $31.50B | 110 | 2026-06-30 | → |
| 367 | PRAIRIE RIVERS INVESTMENTS, LLC | 288153 | $249.3M | $249.3M | 5 | 2026-03-31 | → |
| 368 | SOLIDARITY WEALTH, LLC | 315843 | $247.2M | $704.2M | 12 | 2026-03-31 | → |
| 369 | ALPHA CAPITAL FAMILY OFFICE, LLC | 307521 | $245.9M | $295.9M | 15 | 2026-06-30 | → |
| 370 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $245.0M | $105.65B | 477 | 2026-05-31 | → |
| 371 | THE AMERIFLEX GROUP, INC. | 305585 | $244.4M | $9.66B | 201 | 2026-03-31 | → |
| 372 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 129963 | $242.8M | $1.10B | 9 | 2026-03-31 | → |
| 373 | WALSH & ASSOCIATES, LLC | 144441 | $242.6M | $827.7M | 15 | 2026-03-31 | → |
| 374 | BAROMETER CAPITAL MANAGEMENT INC. | 156409 | $241.5M | $737.0M | 25 | 2026-04-30 | → |
| 375 | KARPUS MANAGEMENT INC | 110275 | $240.9M | $4.01B | 38 | 2026-05-31 | → |
| 376 | ROYCE & ASSOCIATES, LP | 107689 | $238.7M | $12.41B | 89 | 2026-02-28 | → |
| 377 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $235.9M | $174.54B | 222 | 2026-06-30 | → |
| 378 | GREENSTONE BELT WEALTH ADVISORS, LLC | 335862 | $230.9M | $260.1M | 5 | 2026-03-31 | → |
| 379 | IMPERIUM WEALTH MANAGEMENT, LLC | 159148 | $229.4M | $264.6M | 6 | 2026-02-28 | → |
| 380 | CCM INVESTMENT ADVISERS, LLC | 105743 | $228.5M | $1.55B | 11 | 2026-03-31 | → |
| 381 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $225.5M | $65.44B | 157 | 2026-05-31 | → |
| 382 | WATERLOO CAPITAL, L.P. | 133705 | $225.2M | $2.26B | 64 | 2026-06-30 | → |
| 383 | QUARTZ PARTNERS, LLC | 174327 | $225.0M | $611.9M | 26 | 2026-06-30 | → |
| 384 | SPRING CAPITAL MANAGEMENT, LLC | 282842 | $223.0M | $223.0M | 2 | 2026-02-28 | → |
| 385 | TORTUGA WEALTH MANAGEMENT, INC. | 153737 | $222.8M | $222.9M | 4 | 2026-02-28 | → |
| 386 | CARBON COLLECTIVE INVESTING, LLC | 310129 | $222.0M | $348.4M | 4 | 2026-03-31 | → |
| 387 | CAPITAL FINANCIAL PLANNERS, LLC | 310168 | $220.6M | $284.8M | 5 | 2026-03-31 | → |
| 388 | FOCUS FINANCIAL NETWORK, INC. | 116140 | $219.1M | $6.82B | 189 | 2026-03-31 | → |
| 389 | ALLSTREET CAPITAL LLC | 283564 | $218.0M | $218.0M | 3 | 2026-02-28 | → |
| 390 | ORCA WEALTH MANAGEMENT, LLC | 310053 | $217.5M | $224.4M | 3 | 2026-05-31 | → |
| 391 | BARD FINANCIAL SERVICES, INC. | 110017 | $216.1M | $639.4M | 6 | 2025-03-31 | → |
| 392 | EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC | 145420 | $215.9M | $220.9M | 14 | 2026-03-31 | → |
| 393 | SUN GROUP WEALTH PARTNERS LLC | 166372 | $213.9M | $224.5M | 7 | 2026-05-31 | → |
| 394 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $213.8M | $11.59B | 28 | 2026-04-30 | → |
| 395 | CROSSGEN WEALTH LLC | 336270 | $213.7M | $222.8M | 3 | 2026-03-31 | → |
| 396 | 724 ASSET MANAGEMENT, LLC | 318169 | $213.4M | $213.4M | 2 | 2026-03-31 | → |
| 397 | SIGNATURE EQUITY PARTNERS, LLC | 327455 | $207.6M | $330.6M | 38 | 2026-03-31 | → |
| 398 | CHILTON CAPITAL MANAGEMENT LLC | 104592 | $206.9M | $2.67B | 32 | 2026-03-31 | → |
| 399 | TRANSFORM WEALTH, LLC. | 283403 | $202.3M | $3.38B | 31 | 2025-03-31 | → |
| 400 | APS ADVISORS | 153504 | $197.2M | $197.2M | 2 | 2026-03-31 | → |
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