Research Report · 2026-06-30
Top Registered Investment Advisers by Non-US Clients
SEC-registered investment advisers ranked by reported non-US client count.
Firms
396
Total AUM
$14.55T
Median AUM
$644.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Non-US Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | 721,273,662,788 | $1.78T | 32,960 | 2026-06-30 | → |
| 2 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | 654,622,813,492 | $660.47B | 14,056 | 2026-06-30 | → |
| 3 | EDWARD D. JONES & CO., L.P. | 250 | 597,005,002,242 | $1.01T | 36,317 | 2026-06-30 | → |
| 4 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | 581,432,000,000 | $818.78B | 15,424 | 2025-03-31 | → |
| 5 | UBS FINANCIAL SERVICES INC. | 8174 | 302,515,509,917 | $915.79B | 12,524 | 2026-06-30 | → |
| 6 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | 293,958,603,823 | $1.96T | 29,481 | 2026-06-30 | → |
| 7 | J.P. MORGAN SECURITIES LLC | 79 | 270,731,952,158 | $429.69B | 8,703 | 2026-06-30 | → |
| 8 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | 192,586,970,269 | $671.42B | 18,895 | 2026-06-30 | → |
| 9 | CETERA INVESTMENT ADVISERS LLC | 105644 | 178,247,442,830 | $256.81B | 10,251 | 2026-06-30 | → |
| 10 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | 125,199,462,007 | $197.53B | 6,478 | 2026-06-30 | → |
| 11 | MML INVESTORS SERVICES, LLC | 10409 | 111,060,152,294 | $115.64B | 6,976 | 2026-05-31 | → |
| 12 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 101,694,514,616 | $390.04B | 9,675 | 2026-06-30 | → |
| 13 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | 96,514,829,002 | $500.96B | 16,780 | 2026-06-30 | → |
| 14 | RBC CAPITAL MARKETS, LLC | 31194 | 75,083,700,851 | $310.43B | 8,781 | 2026-06-30 | → |
| 15 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | 67,463,761,276 | $394.07B | 4,322 | 2026-04-30 | → |
| 16 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | 60,732,539,201 | $252.25B | 4,047 | 2026-06-30 | → |
| 17 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | 35,054,902,000 | $35.05B | 70 | 2026-03-31 | → |
| 18 | STRATEGIC ADVISERS LLC | 104555 | 33,129,553,678 | $1.37T | 17,112 | 2026-03-31 | → |
| 19 | VALIC FINANCIAL ADVISORS, INC. | 42803 | 29,215,100,590 | $29.22B | 1,647 | 2026-05-31 | → |
| 20 | AE WEALTH MANAGEMENT, LLC | 282580 | 28,171,366,047 | $49.84B | 630 | 2026-06-30 | → |
| 21 | SANCTUARY ADVISORS, LLC | 226606 | 20,135,000,000 | $34.88B | 770 | 2026-06-30 | → |
| 22 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | 18,119,627,181 | $64.84B | 305 | 2026-06-30 | → |
| 23 | MERCURY ADVISORY, LLC | 308960 | 17,939,211,643 | $17.94B | 7 | 2026-05-31 | → |
| 24 | PARK AVENUE SECURITIES LLC | 46173 | 17,636,074,218 | $19.58B | 2,073 | 2026-06-30 | → |
| 25 | EAGLE STRATEGIES LLC | 110826 | 13,668,533,417 | $25.40B | 2,804 | 2026-03-31 | → |
| 26 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | 11,293,873,479 | $20.77B | 3,901 | 2026-04-30 | → |
| 27 | FIFTH THIRD SECURITIES, INC. | 628 | 10,924,794,000 | $10.92B | 13,533 | 2026-06-30 | → |
| 28 | PRINCIPAL SECURITIES, INC. | 1137 | 10,758,770,215 | $17.02B | 1,464 | 2026-03-31 | → |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | 10,677,912,156 | $212.66B | 4,200 | 2026-05-31 | → |
| 30 | CITIGROUP GLOBAL MARKETS INC. | 7059 | 10,305,541,121 | $56.01B | 7,036 | 2026-06-30 | → |
| 31 | RBC ROCHDALE, LLC | 117198 | 10,027,377,734 | $72.96B | 269 | 2026-05-31 | → |
| 32 | KEY INVESTMENT SERVICES LLC | 136300 | 8,876,856,848 | $8.88B | 1,325 | 2026-06-30 | → |
| 33 | KESTRA ADVISORY SERVICES, LLC | 283330 | 8,289,772,631 | $79.80B | 1,359 | 2026-06-30 | → |
| 34 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | 7,891,185,327 | $7.89B | 520 | 2026-03-31 | → |
| 35 | TD PRIVATE CLIENT WEALTH LLC | 164484 | 6,537,439,278 | $8.57B | 671 | 2026-06-30 | → |
| 36 | OSAIC FA, INC. | 3978 | 6,469,127,763 | $37.13B | 1,607 | 2025-01-31 | → |
| 37 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | 6,440,926,627 | $12.93B | 624 | 2026-03-31 | → |
| 38 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | 6,424,544,462 | $6.54B | 136 | 2026-03-31 | → |
| 39 | D.A. DAVIDSON & CO. | 199 | 6,050,330,480 | $41.84B | 990 | 2026-01-31 | → |
| 40 | SYNOVUS SECURITIES, INC. | 14023 | 5,888,695,171 | $8.45B | 280 | 2026-01-31 | → |
| 41 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | 5,689,453,886 | $15.66B | 736 | 2026-03-31 | → |
| 42 | JANNEY MONTGOMERY SCOTT LLC | 463 | 5,298,309,432 | $110.11B | 2,404 | 2026-06-30 | → |
| 43 | TRUIST ADVISORY SERVICES, INC. | 283390 | 5,217,292,395 | $77.39B | 2,461 | 2026-06-30 | → |
| 44 | STASH INVESTMENTS LLC | 226550 | 4,920,730,417 | $4.92B | 124 | 2026-04-30 | → |
| 45 | MUTUAL ADVISORS, LLC | 167658 | 4,311,893,360 | $8.55B | 208 | 2026-06-30 | → |
| 46 | HSBC SECURITIES (USA) INC. | 19585 | 3,838,097,568 | $3.84B | 490 | 2026-04-30 | → |
| 47 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 226547 | 3,797,713,046 | $4.44B | 51 | 2026-03-31 | → |
| 48 | SUMMIT FINANCIAL, LLC | 299322 | 3,577,470,675 | $22.47B | 490 | 2026-03-31 | → |
| 49 | MOORS & CABOT, INC. | 594 | 3,207,189,473 | $3.44B | 121 | 2025-09-30 | → |
| 50 | SANTANDER SECURITIES LLC | 41791 | 3,140,983,898 | $3.14B | 449 | 2026-05-31 | → |
| 51 | NEWEDGE WEALTH, LLC | 307771 | 3,040,807,406 | $19.93B | 211 | 2026-04-30 | → |
| 52 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | 2,838,946,613 | $33.52B | 549 | 2026-06-30 | → |
| 53 | VOYA FINANCIAL ADVISORS, INC. | 2882 | 2,813,093,026 | $3.87B | 638 | 2026-05-31 | → |
| 54 | ADVISORY SERVICES NETWORK, LLC | 146051 | 2,725,395,810 | $10.60B | 268 | 2026-06-30 | → |
| 55 | FIRST CITIZENS INVESTOR SERVICES, INC. | 44430 | 2,626,080,185 | $2.63B | 352 | 2026-05-31 | → |
| 56 | ARVEST INVESTMENTS, INC. | 42057 | 2,442,254,283 | $3.44B | 238 | 2026-03-31 | → |
| 57 | CREATIVEONE SECURITIES, LLC | 152974 | 2,427,464,151 | $2.54B | 196 | 2026-05-31 | → |
| 58 | WCG WEALTH ADVISORS, LLC | 173194 | 2,412,367,683 | $6.28B | 131 | 2026-06-30 | → |
| 59 | SUMMIT WEALTH GROUP LLC | 335242 | 2,306,090,776 | $2.31B | 80 | 2026-03-31 | → |
| 60 | XML FINANCIAL, LLC | 284987 | 2,239,439,213 | $3.30B | 54 | 2026-06-30 | → |
| 61 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | 2,231,553,822 | $15.73B | 188 | 2026-06-30 | → |
| 62 | NAVY FEDERAL INVESTMENT SERVICES, LLC | 138459 | 2,100,125,394 | $2.10B | 206 | 2026-05-31 | → |
| 63 | BANKERS LIFE ADVISORY SERVICES, INC. | 281285 | 1,922,998,919 | $1.94B | 384 | 2026-03-31 | → |
| 64 | BOLTON SECURITIES CORP | 129376 | 1,908,500,178 | $8.28B | 158 | 2026-03-31 | → |
| 65 | RBB TREASURY LLC | 314581 | 1,892,904,589 | $1.89B | 4 | 2026-03-31 | → |
| 66 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | 1,850,544,063 | $2.96B | 100 | 2026-03-31 | → |
| 67 | IHT WEALTH MANAGEMENT LLC | 171481 | 1,762,633,431 | $9.80B | 179 | 2026-03-31 | → |
| 68 | IFC ADVISORS LLC | 332157 | 1,757,630,419 | $2.34B | 18 | 2026-03-31 | → |
| 69 | WEDBUSH SECURITIES INC. | 877 | 1,749,375,918 | $5.68B | 897 | 2026-04-30 | → |
| 70 | TRANSAMERICA FINANCIAL ADVISORS, LLC | 16164 | 1,726,408,924 | $2.11B | 991 | 2026-03-31 | → |
| 71 | STRATOS WEALTH ADVISORS LLC | 283816 | 1,704,002,957 | $5.57B | 170 | 2026-06-30 | → |
| 72 | LINCOLN INVESTMENT PLANNING, LLC | 519 | 1,631,760,066 | $21.99B | 1,238 | 2026-04-30 | → |
| 73 | MADISON AVENUE SECURITIES, LLC | 23224 | 1,603,291,838 | $2.02B | 125 | 2026-05-31 | → |
| 74 | RBC SECURITIES, INC. | 103705 | 1,515,102,638 | $1.52B | 186 | 2026-05-31 | → |
| 75 | ROMANO BROTHERS AND COMPANY | 3215 | 1,497,199,847 | $1.54B | 16 | 2026-02-28 | → |
| 76 | RAYMOND JAMES (USA) LTD | 25853 | 1,491,530,959 | $1.99B | 175 | 2026-06-30 | → |
| 77 | CJM WEALTH ADVISERS, LTD. | 107750 | 1,466,177,587 | $1.47B | 13 | 2026-06-30 | → |
| 78 | STRATOS WEALTH PARTNERS, LTD | 153184 | 1,461,159,689 | $18.65B | 618 | 2026-06-30 | → |
| 79 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | 1,442,357,736 | $8.87B | 154 | 2026-04-30 | → |
| 80 | CLEARWATER CAPITAL ADVISORS, LLC | 139886 | 1,397,637,514 | $1.68B | 23 | 2026-05-31 | → |
| 81 | RBC PRIVATE COUNSEL (USA) INC. | 109648 | 1,387,802,252 | $7.89B | 1,455 | 2026-06-30 | → |
| 82 | EQUITY SERVICES, INC. | 265 | 1,383,321,087 | $2.78B | 500 | 2026-03-31 | → |
| 83 | PRIVATE CLIENT SERVICES, LLC | 120222 | 1,383,095,742 | $1.38B | 60 | 2026-03-31 | → |
| 84 | 180 WEALTH ADVISORS, LLC | 284921 | 1,356,025,816 | $1.36B | 11 | 2026-02-28 | → |
| 85 | EP WEALTH ADVISORS, LLC. | 111147 | 1,350,000,000 | $45.15B | 618 | 2026-04-30 | → |
| 86 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | 1,342,264,168 | $5.15B | 119 | 2026-06-30 | → |
| 87 | ISTHMUS PARTNERS, LLC | 171279 | 1,325,581,346 | $1.44B | 17 | 2026-01-31 | → |
| 88 | THE NEMES RUSH GROUP, LLC | 312554 | 1,307,742,282 | $1.62B | 17 | 2026-03-31 | → |
| 89 | LINDEN THOMAS ADVISORY SERVICES, LLC | 288557 | 1,255,384,956 | $1.77B | 14 | 2026-05-31 | → |
| 90 | HORNOR, TOWNSEND & KENT, LLC | 4031 | 1,240,406,444 | $9.01B | 485 | 2026-04-30 | → |
| 91 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | 1,235,395,283 | $21.33B | 129 | 2026-03-31 | → |
| 92 | BNY MELLON SECURITIES CORPORATION | 231 | 1,233,265,109 | $8.45B | 253 | 2026-06-30 | → |
| 93 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | 1,226,702,792 | $13.45B | 211 | 2026-06-30 | → |
| 94 | DE GROOTE FINANCIAL GROUP, LLC | 168178 | 1,213,160,830 | $1.22B | 9 | 2026-05-31 | → |
| 95 | HARBOUR INVESTMENTS, INC. | 19258 | 1,205,424,050 | $9.60B | 232 | 2026-06-30 | → |
| 96 | GEOWEALTH MANAGEMENT LLC | 148222 | 1,195,276,610 | $17.57B | 88 | 2026-03-31 | → |
| 97 | L.M. KOHN & COMPANY | 27913 | 1,179,919,851 | $2.09B | 85 | 2025-04-30 | → |
| 98 | CENTENNIAL SECURITIES COMPANY INC | 7763 | 1,134,259,070 | $1.34B | 45 | 2026-04-30 | → |
| 99 | NORTHERN TRUST SECURITIES, INC. | 7927 | 1,103,813,222 | $1.66B | 385 | 2026-05-31 | → |
| 100 | FOURPATH CAPITAL MANAGEMENT, LLC | 313573 | 1,058,662,371 | $1.06B | 6 | 2026-02-28 | → |
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