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 | |
|---|---|---|---|---|---|---|---|
| 501 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | 1 | $5.68B | 186 | 2026-06-30 | → |
| 502 | VIVALDI CAPITAL MANAGEMENT LP | 160150 | 1 | $5.64B | 68 | 2026-04-30 | → |
| 503 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | 1 | $5.01B | 49 | 2025-03-31 | → |
| 504 | 20 GATES MANAGEMENT LLC | 155480 | 1 | $4.97B | 10 | 2026-03-31 | → |
| 505 | GLOBEFLEX CAPITAL LP | 106417 | 1 | $4.60B | 26 | 2026-03-31 | → |
| 506 | ANCALA PARTNERS LLC | 333844 | 1 | $4.36B | 7 | 2026-04-30 | → |
| 507 | G. W. HENSSLER & ASSOCIATES, LTD | 104545 | 1 | $3.81B | 88 | 2026-03-31 | → |
| 508 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 158270 | 1 | $3.80B | 50 | 2026-03-31 | → |
| 509 | SOUTHSTATE ADVISORY, INC. | 153113 | 1 | $3.78B | 22 | 2025-06-30 | → |
| 510 | SYCAMORE TREE CAPITAL PARTNERS, L.P. | 311555 | 1 | $3.54B | 30 | 2026-03-31 | → |
| 511 | CINVEN, INC. | 323534 | 1 | $3.28B | 20 | 2026-03-31 | → |
| 512 | OBERLAND CAPITAL MANAGEMENT LLC | 169109 | 1 | $3.22B | 23 | 2026-05-31 | → |
| 513 | LANDSCAPE CAPITAL MANAGEMENT LLC | 165336 | 1 | $3.03B | 10 | 2026-03-31 | → |
| 514 | ASSET MANAGEMENT ONE USA INC. | 108982 | 1 | $2.90B | 32 | 2026-05-31 | → |
| 515 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | 114922 | 1 | $2.84B | 0 | 2026-03-31 | → |
| 516 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | 165895 | 1 | $2.83B | 5 | 2026-04-30 | → |
| 517 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | 165022 | 1 | $2.70B | 36 | 2026-03-31 | → |
| 518 | 3I CORPORATION | 159892 | 1 | $2.70B | 27 | 2026-06-30 | → |
| 519 | ADVANCED PORTFOLIO MANAGEMENT, LLC | 138769 | 1 | $2.70B | 18 | 2026-03-31 | → |
| 520 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 108100 | 1 | $2.65B | 18 | 2026-05-31 | → |
| 521 | MAS ADVISORS LLC | 165906 | 1 | $2.56B | 13 | 2026-03-31 | → |
| 522 | NEW AGE ALPHA ADVISORS, LLC | 299011 | 1 | $2.51B | 42 | 2026-02-28 | → |
| 523 | CONCURRENT ASSET MANAGEMENT, LLC | 330657 | 1 | $2.49B | 3 | 2026-06-30 | → |
| 524 | OXBOW ADVISORS, LLC | 156393 | 1 | $2.46B | 13 | 2026-06-30 | → |
| 525 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | 143608 | 1 | $2.45B | 39 | 2026-05-31 | → |
| 526 | INFRARED CAPITAL PARTNERS (US) LLC | 310401 | 1 | $2.44B | 28 | 2026-03-31 | → |
| 527 | MERITAGE PORTFOLIO MANAGEMENT, INC. | 107177 | 1 | $2.42B | 18 | 2026-02-28 | → |
| 528 | GEMMER ASSET MANAGEMENT LLC | 109034 | 1 | $2.36B | 16 | 2026-03-31 | → |
| 529 | RATHER & KITTRELL, INC. | 114885 | 1 | $2.25B | 32 | 2026-03-31 | → |
| 530 | ETHOS FINANCIAL GROUP, LLC | 321748 | 1 | $2.14B | 38 | 2026-03-31 | → |
| 531 | SIR CAPITAL MANAGEMENT L.P. | 161096 | 1 | $2.13B | 17 | 2026-03-31 | → |
| 532 | M.D. SASS, LLC | 110590 | 1 | $2.06B | 19 | 2026-03-31 | → |
| 533 | HALYARD ASSET MANAGEMENT LLC | 154493 | 1 | $2.03B | 4 | 2026-03-31 | → |
| 534 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 117962 | 1 | $2.03B | 34 | 2026-04-30 | → |
| 535 | RCF MANAGEMENT, LLC | 161007 | 1 | $1.76B | 49 | 2026-03-31 | → |
| 536 | CAIUS CAPITAL LLP | 285187 | 1 | $1.75B | 18 | 2026-06-30 | → |
| 537 | CAIUS CAPITAL US LP | 322911 | 1 | $1.75B | 2 | 2026-03-31 | → |
| 538 | FORA CAPITAL, LLC | 295393 | 1 | $1.67B | 8 | 2026-03-31 | → |
| 539 | CGN ADVISORS, LLC | 159359 | 1 | $1.60B | 51 | 2026-06-30 | → |
| 540 | OAK THISTLE LLC | 299086 | 1 | $1.55B | 11 | 2026-05-31 | → |
| 541 | PENCE CAPITAL MANAGEMENT, LLC | 281739 | 1 | $1.54B | 14 | 2026-03-31 | → |
| 542 | NORTHEAST FINANCIAL GROUP, INC. | 122609 | 1 | $1.44B | 1 | 2026-03-31 | → |
| 543 | SAGARD HOLDINGS MANAGER (US) LLC | 322374 | 1 | $1.41B | 41 | 2026-03-31 | → |
| 544 | CIM INVESTMENT MANAGEMENT INC | 106292 | 1 | $1.28B | 7 | 2026-03-31 | → |
| 545 | L2 ASSET MANAGEMENT, LLC | 172688 | 1 | $1.27B | 7 | 2026-03-31 | → |
| 546 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | 156290 | 1 | $1.25B | 12 | 2026-04-30 | → |
| 547 | MACERATIO LLC | 304078 | 1 | $1.19B | 7 | 2026-06-30 | → |
| 548 | AGILE INVESTMENT MANAGEMENT, LLC | 331966 | 1 | $1.17B | 6 | 2026-03-31 | → |
| 549 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | 1 | $1.16B | 6 | 2026-03-31 | → |
| 550 | AMUNDI US INVESTMENT ADVISORS LLC | 334151 | 1 | $1.13B | 32 | 2026-03-31 | → |
| 551 | SEER CAPITAL MANAGEMENT LP | 152164 | 1 | $1.06B | 23 | 2026-03-31 | → |
| 552 | PETIOLE USA LIMITED | 159788 | 1 | $1.05B | 7 | 2026-03-31 | → |
| 553 | KABOUTER MANAGEMENT, LLC | 153099 | 1 | $992.5M | 15 | 2026-03-31 | → |
| 554 | ROBERTS, GLORE & CO. | 109792 | 1 | $938.4M | 7 | 2026-03-31 | → |
| 555 | RISKBRIDGE ADVISORS, LLC | 310396 | 1 | $898.3M | 15 | 2026-03-31 | → |
| 556 | INVESCO PRIVATE CAPITAL, INC. | 107584 | 1 | $860.4M | 10 | 2026-03-31 | → |
| 557 | MITCHELL CAPITAL MANAGEMENT CO | 106338 | 1 | $847.3M | 11 | 2026-03-31 | → |
| 558 | FDX ADVISORS, INC. | 104601 | 1 | $832.8M | 17 | 2026-06-30 | → |
| 559 | AMERICAN TRIPLE I, LLC | 318463 | 1 | $832.2M | 11 | 2026-03-31 | → |
| 560 | ADVISORS MANAGEMENT GROUP INC | 113020 | 1 | $819.6M | 17 | 2026-03-31 | → |
| 561 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | 313103 | 1 | $808.9M | 5 | 2026-03-31 | → |
| 562 | CIM, LLC | 132136 | 1 | $804.3M | 12 | 2026-03-31 | → |
| 563 | SOLSTEIN CAPITAL, LLC | 157888 | 1 | $801.8M | 6 | 2026-03-31 | → |
| 564 | CLARITY CAPITAL KCPS LTD | 160662 | 1 | $782.3M | 18 | 2026-03-31 | → |
| 565 | SEABRIDGE INVESTMENT ADVISORS LLC | 108681 | 1 | $771.2M | 12 | 2026-06-30 | → |
| 566 | US AGRICULTURE, LLC | 282576 | 1 | $759.1M | 14 | 2026-03-31 | → |
| 567 | ALTERNATIVE INVESTMENT RESOURCE, LLC | 288165 | 1 | $754.2M | 18 | 2026-05-31 | → |
| 568 | OLD FARM PARTNERS LP | 283573 | 1 | $744.2M | 6 | 2026-03-31 | → |
| 569 | KKM FINANCIAL LLC | 165136 | 1 | $733.9M | 5 | 2026-03-31 | → |
| 570 | DOLIVER ADVISORS, L.P. | 106247 | 1 | $718.4M | 8 | 2026-06-30 | → |
| 571 | TOWERCREST CAPITAL MANAGEMENT, LLC | 152069 | 1 | $717.6M | 1 | 2026-06-30 | → |
| 572 | EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 146097 | 1 | $706.0M | 12 | 2026-05-31 | → |
| 573 | PRESIMA SECURITIES ULC | 323382 | 1 | $685.2M | 14 | 2025-06-30 | → |
| 574 | A.W. JONES ADVISORS, LLC | 161260 | 1 | $667.0M | 6 | 2026-05-31 | → |
| 575 | ABACUS FCF ADVISORS LLC | 135152 | 1 | $642.6M | 5 | 2026-06-30 | → |
| 576 | KARMA CAPITAL ADVISORS PVT LTD. | 335212 | 1 | $632.5M | 22 | 2026-06-30 | → |
| 577 | SUMMA CORP. | 113091 | 1 | $587.2M | 2 | 2026-05-31 | → |
| 578 | TENSOR EDGE CAPITAL, LLC | 335633 | 1 | $584.8M | 9 | 2026-05-31 | → |
| 579 | UNTITLED INVESTMENTS LP | 306357 | 1 | $574.0M | 10 | 2026-03-31 | → |
| 580 | KEELAN CAPITAL, LLC | 322725 | 1 | $561.4M | 2 | 2025-03-31 | → |
| 581 | INDAGO CAPITAL LLC | 330343 | 1 | $555.9M | 12 | 2026-05-31 | → |
| 582 | BIGELOW INVESTMENT ADVISORS, LLC | 143733 | 1 | $555.2M | 8 | 2026-05-31 | → |
| 583 | KERCHEVILLE ADVISORS LLC | 169471 | 1 | $554.7M | 5 | 2026-06-30 | → |
| 584 | RAREVIEW CAPITAL LLC | 284474 | 1 | $537.5M | 8 | 2026-03-31 | → |
| 585 | CRESCAT PORTFOLIO MANAGEMENT LLC | 139620 | 1 | $536.1M | 10 | 2026-03-31 | → |
| 586 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | 315603 | 1 | $517.9M | 2 | 2026-03-31 | → |
| 587 | NEST EGG ETFS, LLC | 332971 | 1 | $517.3M | 3 | 2026-03-31 | → |
| 588 | STEAMBOAT CAPITAL PARTNERS, LLC | 173141 | 1 | $515.6M | 4 | 2026-04-30 | → |
| 589 | PLATFORM WEALTH MANAGEMENT, LLC | 329313 | 1 | $509.0M | 17 | 2026-06-30 | → |
| 590 | 11 CAPITAL PARTNERS LP | 306165 | 1 | $503.5M | 5 | 2026-03-31 | → |
| 591 | THE AMBRUS GROUP LLC | 316761 | 1 | $485.1M | 5 | 2026-05-31 | → |
| 592 | AUREON PARTNERS LLC | 338348 | 1 | $481.0M | 7 | 2026-03-31 | → |
| 593 | STRATEGAS ASSET MANAGEMENT, LLC | 172000 | 1 | $458.4M | 26 | 2026-06-30 | → |
| 594 | TOURMALET ADVISORS, LP | 336207 | 1 | $441.0M | 2 | 2026-05-31 | → |
| 595 | NAVIGATE WEALTH MANAGEMENT, LLC | 173770 | 1 | $429.6M | 8 | 2026-04-30 | → |
| 596 | COORDINATED FINANCIAL SERVICES, INC. | 147881 | 1 | $427.3M | 4 | 2026-03-31 | → |
| 597 | GIVERNY CAPITAL ADVISORS LLC | 150123 | 1 | $420.9M | 2 | 2026-03-31 | → |
| 598 | FRONT ROW ADVISORS LLC | 269910 | 1 | $420.4M | 8 | 2026-03-31 | → |
| 599 | DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | 290062 | 1 | $415.5M | 4 | 2026-04-30 | → |
| 600 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 166616 | 1 | $409.9M | 7 | 2026-03-31 | → |
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