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 | |
|---|---|---|---|---|---|---|---|
| 301 | DISHMI CAPITAL, LLC | 336392 | 68,722,286 | $215.1M | 4 | 2026-03-31 | → |
| 302 | WILMINGTON CAPITAL SECURITIES, LLC | 133839 | 62,776,140 | $277.1M | 6 | 2026-03-31 | → |
| 303 | BANORTE ASSET MANAGEMENT, INC. | 290555 | 60,682,367 | $661.2M | 40 | 2026-05-31 | → |
| 304 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | 168346 | 59,757,928 | $906.2M | 6 | 2026-03-31 | → |
| 305 | WESTPARK WEALTH ADVISORS, INC. | 130914 | 58,493,236 | $254.3M | 25 | 2026-03-31 | → |
| 306 | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | 313195 | 56,680,906 | $272.4M | 13 | 2026-03-31 | → |
| 307 | KUHN WEALTH MANAGEMENT INC. | 168727 | 53,414,766 | $150.8M | 3 | 2026-06-30 | → |
| 308 | NEW POTOMAC PARTNERS LLC | 170061 | 50,980,849 | $59.3M | 2 | 2025-03-31 | → |
| 309 | BEIRNE WEALTH CONSULTING SERVICES, LLC | 167103 | 48,476,562 | $1.37B | 9 | 2026-03-31 | → |
| 310 | DAVIS CAPITAL ADVISORS, LLC | 153496 | 46,860,690 | $46.9M | 2 | 2026-03-31 | → |
| 311 | HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC | 169045 | 45,600,792 | $277.4M | 25 | 2025-05-31 | → |
| 312 | CROSS BORDER FINANCIAL PLANNING USA LLC | 317154 | 45,221,251 | $147.2M | 3 | 2026-03-31 | → |
| 313 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | 44,708,584 | $6.68B | 30 | 2026-05-31 | → |
| 314 | PETROS FAMILY WEALTH, LLC | 324059 | 43,944,605 | $341.6M | 9 | 2026-02-28 | → |
| 315 | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | 312989 | 42,873,923 | $607.1M | 30 | 2025-03-31 | → |
| 316 | LINCOLN CAPITAL, LLC | 168307 | 42,771,078 | $844.8M | 9 | 2026-03-31 | → |
| 317 | FINANCIAL PARTNERS GROUP, LLC | 165856 | 41,146,286 | $638.6M | 6 | 2025-03-31 | → |
| 318 | MADERER, KEITH DANIEL | 126404 | 40,738,385 | $40.7M | 2 | 2026-03-31 | → |
| 319 | CHAPIN DAVIS, INC | 28116 | 39,716,328 | $642.8M | 26 | 2026-05-31 | → |
| 320 | GREENWICH WEALTH MANAGEMENT LLC | 142820 | 39,234,939 | $3.52B | 13 | 2026-03-31 | → |
| 321 | THE LUTS & GREENLEIGH GROUP, INC. | 305002 | 38,441,485 | $563.9M | 3 | 2026-01-31 | → |
| 322 | EMPOWER ADVISORY GROUP, LLC | 112058 | 38,054,084 | $195.43B | 8,051 | 2026-06-30 | → |
| 323 | BGV FINANCIAL ADVISORS USA, LLC | 324511 | 37,676,603 | $143.8M | 2 | 2026-03-31 | → |
| 324 | FOLGER NOLAN FLEMING DOUGLAS INCORPORATED | 319 | 33,635,240 | $797.4M | 44 | 2026-03-31 | → |
| 325 | COLLIERS SECURITIES LLC | 7477 | 32,993,714 | $329.6M | 120 | 2026-03-31 | → |
| 326 | SMH CAPITAL ADVISORS LLC | 108344 | 32,005,202 | $503.1M | 7 | 2026-03-31 | → |
| 327 | WORLD INVESTMENT ADVISORS, LLC | 208512 | 31,022,556 | $56.28B | 413 | 2026-03-31 | → |
| 328 | DOMINARI SECURITIES LLC | 18975 | 29,388,069 | $28.0M | 14 | 2026-03-31 | → |
| 329 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | 29,249,136 | $8.25B | 550 | 2026-03-31 | → |
| 330 | REVOLUTION PARTNERS, LLC | 170310 | 28,623,000 | $115.1M | 6 | 2026-03-31 | → |
| 331 | RPATA, LLC | 285598 | 26,980,000 | $74.2M | 5 | 2026-03-31 | → |
| 332 | M HOLDINGS SECURITIES, INC. | 43285 | 25,455,391 | $3.21B | 1,442 | 2026-03-31 | → |
| 333 | HENNION & WALSH ASSET MANAGEMENT, INC. | 126236 | 24,392,604 | $768.8M | 75 | 2026-03-31 | → |
| 334 | PURSUIT WEALTH MANAGMENT LLC | 308969 | 23,758,464 | $186.3M | 4 | 2025-03-31 | → |
| 335 | FREEDOM INVESTMENT MANAGEMENT, INC. | 126052 | 23,293,301 | $568.7M | 9 | 2026-02-28 | → |
| 336 | KINGSWOOD WEALTH ADVISORS, LLC | 288792 | 22,961,767 | $3.80B | 88 | 2026-05-31 | → |
| 337 | BEACON ADVISORS HOLDINGS, LLC | 335101 | 21,675,244 | $459.6M | 4 | 2026-06-30 | → |
| 338 | BOONE WEALTH ADVISORS, LLC | 116682 | 20,169,403 | $506.8M | 9 | 2026-03-31 | → |
| 339 | ATCAP PARTNERS, LLC | 158214 | 19,331,631 | $195.5M | 26 | 2026-04-30 | → |
| 340 | WIREGRASS INVESTMENT MANAGEMENT LLC | 284608 | 18,440,854 | $159.7M | 3 | 2026-05-31 | → |
| 341 | RAPID SCALE LLC | 318269 | 18,000,000 | $18.0M | 1 | 2026-02-28 | → |
| 342 | FREDERICK FINANCIAL CONSULTANTS, LLC | 314290 | 16,712,879 | $551.1M | 7 | 2026-03-31 | → |
| 343 | O'DONNELL FINANCIAL SERVICES, LLC | 172520 | 16,521,531 | $427.1M | 12 | 2026-03-31 | → |
| 344 | STERLING FINANCIAL GROUP, INC. | 300327 | 15,847,466 | $16.1M | 7 | 2026-02-28 | → |
| 345 | QUARTZ PARTNERS, LLC | 174327 | 15,693,415 | $611.9M | 26 | 2026-06-30 | → |
| 346 | BRADESCO GLOBAL ADVISORS INC. | 134416 | 15,626,929 | $181.5M | 21 | 2026-04-30 | → |
| 347 | ADAPTATION FINANCIAL ADVISORS INC. | 309192 | 14,637,749 | $233.6M | 4 | 2026-05-31 | → |
| 348 | TILSON FINANCIAL GROUP INC | 110890 | 14,511,104 | $750.6M | 9 | 2026-02-28 | → |
| 349 | CUSTOS FAMILY OFFICE LLC | 294025 | 14,502,040 | $346.6M | 2 | 2026-04-30 | → |
| 350 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | 14,248,348 | $7.58B | 236 | 2026-05-31 | → |
| 351 | CARTER, TERRY & COMPANY, INC. | 16365 | 13,722,449 | $104.0M | 33 | 2026-03-31 | → |
| 352 | EQUITAS CAPITAL ADVISORS,LLC | 124471 | 13,659,220 | $214.2M | 6 | 2026-03-31 | → |
| 353 | FLUENT FINANCIAL, LLC | 170041 | 13,414,387 | $329.7M | 9 | 2026-04-30 | → |
| 354 | HICKORY WEALTH MANAGEMENT, LLC | 298475 | 12,597,663 | $126.5M | 4 | 2026-03-31 | → |
| 355 | TORTUGA WEALTH MANAGEMENT, INC. | 153737 | 12,506,278 | $222.9M | 4 | 2026-02-28 | → |
| 356 | INTEGRATED FINANCIAL STRATEGIES, LLC | 165007 | 12,000,000 | $322.0M | 5 | 2026-06-30 | → |
| 357 | THOROUGHBRED FINANCIAL SERVICES, LLC | 47893 | 11,280,359 | $4.04B | 31 | 2026-03-31 | → |
| 358 | SUN GROUP WEALTH PARTNERS LLC | 166372 | 10,591,918 | $224.5M | 7 | 2026-05-31 | → |
| 359 | TLWM, LLC | 158305 | 10,506,372 | $605.4M | 11 | 2026-03-31 | → |
| 360 | AUSDAL FINANCIAL PARTNERS, INC. | 7995 | 10,252,445 | $3.73B | 306 | 2026-04-30 | → |
| 361 | CAPE INVESTMENT ADVISORY, INC. | 146384 | 10,000,000 | $473.7M | 34 | 2026-03-31 | → |
| 362 | FBL WEALTH MANAGEMENT, LLC | 291396 | 9,240,933 | $9.2M | 207 | 2026-06-30 | → |
| 363 | CVFG LLC | 325310 | 8,005,174 | $1.15B | 11 | 2026-05-31 | → |
| 364 | LOCKERMAN FINANCIAL GROUP, INC | 316860 | 7,917,743 | $110.1M | 1 | 2026-01-31 | → |
| 365 | RETIREMENT INCOME STRATEGIES, LLC | 318052 | 7,315,573 | $159.0M | 4 | 2026-02-28 | → |
| 366 | SVB WEALTH LLC | 172832 | 6,954,507 | $3.10B | 73 | 2026-03-31 | → |
| 367 | REDE WEALTH, LLC | 173346 | 6,019,947 | $346.1M | 4 | 2026-02-28 | → |
| 368 | W&S ADVISORY SERVICES, LLC | 334683 | 5,292,397 | $5.3M | 9 | 2026-05-31 | → |
| 369 | GOLDSTONE FINANCIAL GROUP, LLC | 222520 | 5,092,834 | $1.05B | 43 | 2026-03-31 | → |
| 370 | ENDURING WEALTH ADVISORS, LLC | 323320 | 4,729,132 | $122.8M | 4 | 2026-03-31 | → |
| 371 | INSIGHT SECURITIES, INC. | 5611 | 4,627,656 | $94.2M | 25 | 2025-10-31 | → |
| 372 | WEALTH ADVISORS OF IOWA, LLC | 115088 | 4,113,544 | $539.4M | 12 | 2026-03-31 | → |
| 373 | ELLSWORTH ADVISORS, LLC | 297464 | 3,930,364 | $1.19B | 16 | 2026-02-28 | → |
| 374 | VISTA ADVISOR GROUP, LLC | 307268 | 3,395,850 | $314.6M | 5 | 2026-02-28 | → |
| 375 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC | 159255 | 2,998,201 | $705.7M | 10 | 2026-01-31 | → |
| 376 | TEALWOOD ASSET MANAGEMENT INC | 105245 | 2,926,219 | $365.4M | 7 | 2026-02-28 | → |
| 377 | WJ WEALTH MANAGEMENT, LLC | 170181 | 2,615,320 | $261.5M | 6 | 2026-03-31 | → |
| 378 | MONORAIL SECURITIES LLC | 285309 | 2,537,972 | $388.7M | 7 | 2026-03-31 | → |
| 379 | BEACON WEALTH CONSULTANTS, INC. | 154939 | 2,340,160 | $278.3M | 19 | 2026-06-30 | → |
| 380 | BWA, LLC | 154878 | 2,194,726 | $146.9M | 1 | 2026-01-31 | → |
| 381 | ROUNDANGLE ADVISORS LLC | 282178 | 2,051,372 | $215.5M | 3 | 2026-03-31 | → |
| 382 | KAIZEN FINANCIAL STRATEGIES, LLC | 298248 | 2,026,505 | $287.1M | 5 | 2026-03-31 | → |
| 383 | WEAVER CONSULTING GROUP, LLC | 287895 | 1,388,034 | $1.05B | 7 | 2026-04-30 | → |
| 384 | DOLAN CAPITAL ADVISORS, LLC | 269886 | 1,247,796 | $179.1M | 4 | 2026-03-31 | → |
| 385 | SIDEPOCKET INC | 312031 | 914,547 | $914,547 | 16 | 2026-03-31 | → |
| 386 | TREK FINANCIAL, LLC | 109376 | 576,197 | $2.82B | 55 | 2026-05-31 | → |
| 387 | HERITAGE ASSET ADVISORS LTD., LLP | 144125 | 532,419 | $306.6M | 5 | 2026-03-31 | → |
| 388 | FOUNTAINDALE, LLC | 326054 | 407,969 | $407,969 | 2 | 2026-03-31 | → |
| 389 | AQUIRE WEALTH ADVISORS, LLC | 149559 | 267,975 | $504.0M | 24 | 2026-06-30 | → |
| 390 | LIGHTHOUSE WEALTH STRATEGIES, LLC | 299334 | 223,000 | $844.4M | 13 | 2026-03-31 | → |
| 391 | MAXIM FINANCIAL ADVISORS LLC | 139366 | 112,405 | $445.5M | 35 | 2026-03-31 | → |
| 392 | DESTINY WEALTH PARTNERS, LLC | 171346 | 18,125 | $947.3M | 26 | 2026-06-30 | → |
| 393 | MARY & PIP INVESTMENTS, LLC | 338656 | 2,214 | $2,214 | 2 | 2026-06-30 | → |
| 394 | PLANMEMBER SECURITIES CORPORATION | 11869 | 1,111 | $10.12B | 429 | 2026-03-31 | → |
| 395 | CMC FINANCIAL GROUP, LLC | 292413 | 775 | $119.3M | 4 | 2026-03-31 | → |
| 396 | AFT US CAPITAL LLC | 335448 | 216 | $216 | 3 | 2026-03-31 | → |
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