Research Report · 2026-06-30
Top Registered Investment Advisers by Other Adviser Clients
SEC-registered investment advisers ranked by reported other investment adviser clients.
Firms
680
Total AUM
$35.69T
Median AUM
$2.10B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Other Adviser Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | 766,796 | $326.29B | 1,679 | 2026-03-31 | → |
| 2 | WILSHIRE ADVISORS LLC | 6210 | 662,119 | $149.10B | 307 | 2026-06-30 | → |
| 3 | FOCUS POINT SOLUTIONS, INC | 131195 | 13,288 | $6.78B | 40 | 2025-06-30 | → |
| 4 | CLEARBRIDGE INC. | 110909 | 5,470 | $7.31B | 4 | 2025-10-31 | → |
| 5 | ADVISORY ALPHA, LLC | 158282 | 4,999 | $4.37B | 66 | 2026-03-31 | → |
| 6 | F/M INVESTMENTS LLC | 304405 | 3,971 | $17.74B | 83 | 2026-03-31 | → |
| 7 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | 3,083 | $29.38B | 120 | 2026-05-31 | → |
| 8 | LEEWARD INVESTMENTS, LLC | 312557 | 2,661 | $2.87B | 14 | 2026-03-31 | → |
| 9 | GAMMA INVESTING LLC | 312573 | 1,974 | $2.28B | 7 | 2026-03-31 | → |
| 10 | JULEX CAPITAL MANAGEMENT, LLC | 166053 | 1,698 | $246.7M | 3 | 2026-02-28 | → |
| 11 | CARRET ASSET MANAGEMENT, LLC | 131445 | 1,357 | $3.46B | 22 | 2026-06-30 | → |
| 12 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | 1,146 | $64.28B | 492 | 2026-03-31 | → |
| 13 | NED DAVIS RESEARCH, INC. | 112260 | 1,089 | $2.2M | 68 | 2025-12-31 | → |
| 14 | FEDERATED INVESTMENT COUNSELING | 105325 | 1,003 | $207.21B | 213 | 2026-05-31 | → |
| 15 | MONORAIL SECURITIES LLC | 285309 | 999 | $388.7M | 7 | 2026-03-31 | → |
| 16 | SAGE TRADING COLLECTIVE, LLC | 337481 | 610 | $505.0M | 1 | 2026-02-28 | → |
| 17 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | 486 | $31.50B | 110 | 2026-06-30 | → |
| 18 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | 451 | $9.38B | 209 | 2026-03-31 | → |
| 19 | ADVANTAGE INVESTING, INC. | 116059 | 328 | $138.9M | 2 | 2026-02-28 | → |
| 20 | 55I, LLC | 286620 | 313 | $36.74B | 86 | 2026-06-30 | → |
| 21 | ADVISOR SHARE WEALTH MANAGEMENT, LLC | 307997 | 305 | $376.9M | 47 | 2026-03-31 | → |
| 22 | AQR CAPITAL MANAGEMENT, LLC | 111883 | 297 | $311.70B | 728 | 2026-05-31 | → |
| 23 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | 254 | $394.07B | 4,322 | 2026-04-30 | → |
| 24 | CROSSPOINT CAPITAL STRATEGIES, LLC | 150212 | 224 | $118.0M | 2 | 2026-05-31 | → |
| 25 | CONVERGENCE INVESTMENT PARTNERS, LLC | 148472 | 211 | $523.6M | 5 | 2026-03-31 | → |
| 26 | MARTIN CAPITAL PARTNERS, LLC | 153452 | 211 | $290.5M | 4 | 2026-03-31 | → |
| 27 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | 179 | $14.59B | 132 | 2026-05-31 | → |
| 28 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | 285366 | 163 | $7.26B | 29 | 2026-03-31 | → |
| 29 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | 152 | $64.84B | 305 | 2026-06-30 | → |
| 30 | CORNERSTONE SELECT ADVISORS, LLC | 144044 | 140 | $315.3M | 4 | 2026-04-30 | → |
| 31 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | 124 | $139.88B | 15 | 2026-06-30 | → |
| 32 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | 122 | $2.65T | 2,059 | 2026-05-31 | → |
| 33 | MIDWEST PROFESSIONAL PLANNERS, LTD. | 112995 | 117 | $649.3M | 29 | 2026-05-31 | → |
| 34 | ATRIA INVESTMENTS, INC. | 143593 | 113 | $11.05B | 60 | 2026-03-31 | → |
| 35 | LARRAINVIAL ASSET MANAGEMENT ADMINISTRADORA GENERAL DE FONDOS SA | 295522 | 113 | $2.29B | 93 | 2025-03-31 | → |
| 36 | CLARITY FINANCIAL, LLC | 150661 | 113 | $1.84B | 16 | 2026-05-31 | → |
| 37 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | 112 | $31.28B | 68 | 2026-06-30 | → |
| 38 | ETHIC INC. | 282827 | 98 | $7.82B | 76 | 2026-03-31 | → |
| 39 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | 97 | $3.52T | 3,194 | 2026-06-30 | → |
| 40 | SHP WEALTH MANAGEMENT, LLC | 174697 | 90 | $1.92B | 52 | 2026-06-30 | → |
| 41 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | 85 | $24.06B | 168 | 2026-05-31 | → |
| 42 | FRANKLIN ADVISERS, INC. | 104517 | 83 | $509.45B | 384 | 2026-05-31 | → |
| 43 | JENNISON ASSOCIATES LLC | 107959 | 83 | $214.84B | 360 | 2026-03-31 | → |
| 44 | RENAISSANCE CAPITAL LLC | 109945 | 82 | $144.3M | 17 | 2026-03-31 | → |
| 45 | SMITH AFFILIATED CAPITAL CORP | 107675 | 81 | $1.68B | 10 | 2026-03-31 | → |
| 46 | EAGLEBROOK ADVISORS, INC. | 304438 | 81 | $342.0M | 22 | 2026-03-31 | → |
| 47 | ZOE FINANCIAL, INC. | 285158 | 81 | $283.5M | 45 | 2026-06-30 | → |
| 48 | TOWNSQUARE CAPITAL, LLC | 288576 | 76 | $18.07B | 53 | 2026-03-31 | → |
| 49 | CIBC ASSET MANAGEMENT INC. | 106508 | 75 | $162.84B | 478 | 2026-06-30 | → |
| 50 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | 217514 | 72 | $167.1M | 2 | 2026-06-30 | → |
| 51 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | 68 | $184.81B | 210 | 2026-01-31 | → |
| 52 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 64 | $676.69B | 1,589 | 2026-06-30 | → |
| 53 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | 61 | $36.41B | 309 | 2026-03-31 | → |
| 54 | SMARTX ADVISORY SOLUTIONS LLC | 297680 | 61 | $26.99B | 96 | 2026-03-31 | → |
| 55 | ADVYZON INVESTMENT MANAGEMENT, LLC | 318816 | 61 | $1.68B | 21 | 2026-04-30 | → |
| 56 | ALLIANCEBERNSTEIN L.P. | 108477 | 59 | $763.40B | 4,204 | 2026-03-31 | → |
| 57 | GRIFFIN ASSET MANAGEMENT, LLC | 104548 | 59 | $1.05B | 10 | 2026-02-28 | → |
| 58 | BCG SECURITIES, INC. | 70 | 56 | $894.2M | 55 | 2026-05-31 | → |
| 59 | BROWN ADVISORY LLC | 110181 | 55 | $124.31B | 782 | 2026-03-31 | → |
| 60 | HERMES GPE LLP | 151848 | 52 | $8.88B | 67 | 2026-03-31 | → |
| 61 | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC | 154242 | 52 | $90.3M | 4 | 2026-04-30 | → |
| 62 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | 47 | $36.11B | 128 | 2026-03-31 | → |
| 63 | UX WEALTH PARTNERS LLC | 308983 | 43 | $1.87B | 7 | 2026-06-30 | → |
| 64 | XY INVESTMENT SOLUTIONS, LLC | 285967 | 41 | $881.5M | 65 | 2026-06-30 | → |
| 65 | SYNERGY ASSET MANAGEMENT, LLC | 117201 | 40 | $1.30B | 14 | 2026-03-31 | → |
| 66 | LITTLE HOUSE CAPITAL, LLC | 290070 | 37 | $675.2M | 7 | 2026-03-31 | → |
| 67 | SIMPLICITY WEALTH LLC | 300572 | 36 | $4.27B | 424 | 2026-04-30 | → |
| 68 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 35 | $274.95B | 859 | 2026-03-31 | → |
| 69 | SEGALL BRYANT & HAMILL, LLC | 106505 | 35 | $22.64B | 161 | 2026-06-30 | → |
| 70 | WEALTHMARK, LLC | 144948 | 35 | $132.0M | 3 | 2026-03-31 | → |
| 71 | SAVANT CAPITAL, LLC | 107271 | 34 | $49.57B | 659 | 2026-04-30 | → |
| 72 | SCOUT INVESTMENTS, INC. | 111787 | 30 | $36.57B | 53 | 2026-05-31 | → |
| 73 | STEPSTONE GROUP LP | 143635 | 28 | $107.82B | 978 | 2026-06-30 | → |
| 74 | GREEN ALPHA ADVISORS, LLC | 144413 | 28 | $253.9M | 4 | 2026-06-30 | → |
| 75 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 27 | $1.43T | 1,868 | 2026-03-31 | → |
| 76 | NINETY ONE UK LIMITED | 158310 | 27 | $130.19B | 439 | 2026-06-30 | → |
| 77 | ARK INVESTMENT MANAGEMENT LLC | 169525 | 27 | $15.98B | 58 | 2026-04-30 | → |
| 78 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | 27 | $6.20B | 41 | 2026-03-31 | → |
| 79 | ASTORIA PORTFOLIO ADVISORS LLC | 288271 | 27 | $977.6M | 9 | 2026-03-31 | → |
| 80 | ZEGA INVESTMENTS, LLC | 330428 | 27 | $614.0M | 10 | 2026-03-31 | → |
| 81 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | 26 | $2.28B | 10 | 2026-05-31 | → |
| 82 | LAZARD ASSET MANAGEMENT LLC | 122836 | 25 | $120.52B | 532 | 2026-03-31 | → |
| 83 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | 25 | $117.24B | 139 | 2026-02-28 | → |
| 84 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | 25 | $65.44B | 157 | 2026-05-31 | → |
| 85 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | 25 | $49.31B | 133 | 2026-04-30 | → |
| 86 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | 25 | $6.85B | 18 | 2026-03-31 | → |
| 87 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | 25 | $5.49B | 42 | 2026-03-31 | → |
| 88 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 131344 | 25 | $2.64B | 32 | 2026-03-31 | → |
| 89 | GUARDCAP ASSET MANAGEMENT LIMITED | 297056 | 24 | $5.93B | 24 | 2026-03-31 | → |
| 90 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | 24 | $2.93B | 9 | 2026-03-31 | → |
| 91 | RK ASSET MANAGEMENT, LLC | 121886 | 24 | $107.0M | 1 | 2026-01-31 | → |
| 92 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | 23 | $34.91B | 95 | 2026-03-31 | → |
| 93 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | 22 | $4.25B | 20 | 2026-03-31 | → |
| 94 | OUTCOME DRIVEN STRATEGIES, LLC | 311398 | 22 | $360.4M | 10 | 2026-03-31 | → |
| 95 | VANGUARD ADVISERS, INC. | 106715 | 21 | $344.62B | 2,208 | 2026-05-31 | → |
| 96 | GREENROCK RESEARCH, INC. | 131825 | 21 | $863.9M | 6 | 2026-03-31 | → |
| 97 | ARGUS INVESTORS' COUNSEL, INC. | 106981 | 21 | $137.3M | 8 | 2026-01-31 | → |
| 98 | CALLAN LLC | 107687 | 20 | $41.94B | 202 | 2026-03-31 | → |
| 99 | DAVIS SELECTED ADVISERS LP | 108674 | 20 | $30.12B | 121 | 2026-03-31 | → |
| 100 | KENSINGTON ASSET MANAGEMENT, LLC | 309780 | 20 | $2.56B | 17 | 2026-03-31 | → |
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