Research Report · 2026-06-30
Top Registered Investment Advisers for Banking Institutions
SEC-registered investment advisers ranked by reported assets from banking and thrift institution clients.
Firms
398
Total AUM
$43.40T
Median AUM
$5.35B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Banking Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | SUNFLOWER WEALTH ADVISORS LLC | 269963 | $812.8M | $812.8M | 3 | 2026-03-31 | → |
| 102 | PINEBRIDGE INVESTMENTS LLC | 285211 | $800.9M | $76.73B | 239 | 2026-05-31 | → |
| 103 | ICR PARTNERS, LLC | 304689 | $798.7M | $798.7M | 6 | 2026-05-31 | → |
| 104 | WRIGHT INVESTORS SERVICE INC | 106302 | $762.3M | $1.21B | 22 | 2026-03-31 | → |
| 105 | BAXTER CAPITAL MANAGEMENT INC | 105123 | $757.3M | $4.19B | 3 | 2026-03-31 | → |
| 106 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | 145508 | $748.8M | $48.31B | 730 | 2026-03-31 | → |
| 107 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $745.4M | $10.81B | 23 | 2026-03-31 | → |
| 108 | HPS INVESTMENT PARTNERS, LLC | 282125 | $739.2M | $175.72B | 826 | 2026-05-31 | → |
| 109 | ASSET GROWTH SOLUTIONS, LLC | 342319 | $702.7M | $702.7M | 5 | 2026-06-30 | → |
| 110 | LAFISE GLOBAL ADVISORS LLC | 331244 | $627.6M | $699.0M | 3 | 2026-03-31 | → |
| 111 | INDUSTRIAL DEVELOPMENT FUNDING LLC | 298015 | $624.0M | $624.0M | 5 | 2026-03-31 | → |
| 112 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $610.5M | $13.84B | 92 | 2026-03-31 | → |
| 113 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $600.8M | $24.79B | 422 | 2026-03-31 | → |
| 114 | MGG INVESTMENT GROUP LP | 174126 | $591.3M | $7.59B | 45 | 2026-03-31 | → |
| 115 | USI ADVISORS, INC. | 108113 | $588.4M | $56.28B | 79 | 2026-03-31 | → |
| 116 | DAVID VAUGHAN INVESTMENTS, LLC | 105990 | $561.0M | $5.33B | 48 | 2026-03-31 | → |
| 117 | FINANCIAL COUNSELORS INC | 106398 | $529.7M | $1.47B | 22 | 2026-03-31 | → |
| 118 | CANAL ROAD CAPITAL, LLC | 327488 | $500.0M | $1.26B | 16 | 2026-03-31 | → |
| 119 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $492.4M | $394.07B | 4,322 | 2026-04-30 | → |
| 120 | FIRST FOUNDATION ADVISORS | 106075 | $483.3M | $5.06B | 53 | 2026-06-30 | → |
| 121 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | 111838 | $469.1M | $9.26B | 93 | 2026-03-31 | → |
| 122 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $448.8M | $46.06B | 250 | 2026-06-30 | → |
| 123 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $434.3M | $81.18B | 431 | 2026-05-31 | → |
| 124 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | $432.4M | $323.08B | 246 | 2026-05-31 | → |
| 125 | LATASH INVESTMENTS, LLC | 128012 | $430.0M | $1.74B | 8 | 2026-03-31 | → |
| 126 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 298422 | $418.0M | $4.19B | 64 | 2026-06-30 | → |
| 127 | CAIRD INVESTMENT PARTNERS, LLC | 334504 | $413.2M | $413.2M | 8 | 2026-03-31 | → |
| 128 | ROONEY CAPITAL MANAGEMENT, INC. | 141874 | $411.2M | $411.2M | 1 | 2026-03-31 | → |
| 129 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | $400.5M | $1.90B | 19 | 2026-04-30 | → |
| 130 | ABRDN ASIA LIMITED | 124509 | $398.4M | $40.27B | 165 | 2026-06-30 | → |
| 131 | CHATHAM INVESTMENT ADVISORS, LLC | 158802 | $383.5M | $383.5M | 2 | 2025-03-31 | → |
| 132 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $378.4M | $42.39B | 63 | 2026-05-31 | → |
| 133 | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | 158905 | $371.5M | $2.30B | 56 | 2026-03-31 | → |
| 134 | MAINSTAY CAPITAL MANAGEMENT, LLC | 109528 | $366.3M | $4.84B | 33 | 2026-04-30 | → |
| 135 | APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 226755 | $358.1M | $4.44B | 3 | 2026-03-31 | → |
| 136 | GF INTERNATIONAL INVESTMENT MANAGEMENT LIMITED | 170990 | $354.4M | $2.39B | 35 | 2026-03-31 | → |
| 137 | ELITE CAPITAL MANAGEMENT GROUP, LLC | 144228 | $350.9M | $350.9M | 4 | 2026-02-28 | → |
| 138 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $348.6M | $2.20T | 3,760 | 2026-03-31 | → |
| 139 | CV ADVISORS LLC | 164817 | $343.9M | $15.08B | 82 | 2026-04-30 | → |
| 140 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $342.2M | $13.78B | 86 | 2026-05-31 | → |
| 141 | ORANGE INVESTMENT ADVISORS, LLC | 289406 | $336.8M | $765.0M | 4 | 2026-03-31 | → |
| 142 | INSIGHT NORTH AMERICA LLC | 145995 | $328.4M | $171.09B | 238 | 2026-06-30 | → |
| 143 | AMOVA ASSET MANAGEMENT CO., LTD. | 110997 | $327.9M | $247.43B | 632 | 2026-06-30 | → |
| 144 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $327.0M | $23.44B | 51 | 2026-04-30 | → |
| 145 | PARK PLACE CAPITAL CORPORATION | 107952 | $325.5M | $879.2M | 20 | 2026-03-31 | → |
| 146 | MEEDER PUBLIC FUNDS, INC. | 106816 | $325.3M | $70.16B | 77 | 2026-06-30 | → |
| 147 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $316.9M | $470.54B | 950 | 2026-06-30 | → |
| 148 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $313.9M | $184.81B | 210 | 2026-01-31 | → |
| 149 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $313.8M | $390.04B | 9,675 | 2026-06-30 | → |
| 150 | SARDIS GROUP, LLC | 333854 | $313.8M | $531.2M | 6 | 2026-03-31 | → |
| 151 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $312.2M | $52.78B | 177 | 2026-03-31 | → |
| 152 | BILL OPP FIXED INCOME ADVISORY SERVICE, LLC | 150087 | $305.0M | $309.8M | 1 | 2026-01-31 | → |
| 153 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $303.8M | $68.22B | 408 | 2026-03-31 | → |
| 154 | MORETON ASSET MANAGEMENT, LLC | 133417 | $301.1M | $4.71B | 5 | 2026-01-31 | → |
| 155 | HUNTER POINT CAPITAL LP | 310871 | $301.0M | $7.81B | 74 | 2026-03-31 | → |
| 156 | ADDISON CAPITAL, LLC | 144853 | $300.6M | $1.12B | 4 | 2026-03-31 | → |
| 157 | SALUDA GRADE ASSET MANAGEMENT LLC | 304725 | $294.1M | $5.83B | 51 | 2026-06-30 | → |
| 158 | MASONRY CAPITAL MANAGEMENT, LLC | 292664 | $291.1M | $370.5M | 3 | 2026-03-31 | → |
| 159 | BNY MELLON ADVISORS, INC. | 106108 | $271.7M | $33.48B | 66 | 2026-05-31 | → |
| 160 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $254.5M | $718.48B | 3,564 | 2026-05-31 | → |
| 161 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $250.4M | $139.88B | 15 | 2026-06-30 | → |
| 162 | CVC CREDIT PARTNERS, LLC | 138528 | $248.2M | $61.63B | 153 | 2026-05-31 | → |
| 163 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $242.6M | $34.59B | 163 | 2026-03-31 | → |
| 164 | CAPSTONE ASSET MANAGEMENT, LLC | 155846 | $241.3M | $241.3M | 1 | 2025-01-31 | → |
| 165 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $229.6M | $51.63B | 711 | 2026-03-31 | → |
| 166 | MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED | 152807 | $229.5M | $7.87B | 64 | 2026-03-31 | → |
| 167 | HANWHA ASSET MANAGEMENT (USA) LTD. | 288464 | $220.9M | $4.00B | 22 | 2026-04-30 | → |
| 168 | SSB&T WEALTH MANAGEMENT, LLC | 328102 | $218.7M | $445.1M | 6 | 2026-02-28 | → |
| 169 | MUZINICH & CO., INC. | 22998 | $215.3M | $31.27B | 110 | 2026-06-30 | → |
| 170 | MACKAY SHIELDS LLC | 107717 | $207.3M | $159.52B | 206 | 2026-04-30 | → |
| 171 | PINNACLE WEALTH ADVISORS | 132634 | $206.3M | $936.5M | 6 | 2025-03-31 | → |
| 172 | TRUST ADVISORS, INC. | 157508 | $201.3M | $6.97B | 76 | 2026-03-31 | → |
| 173 | PINVEST LLC | 331586 | $200.3M | $377.5M | 4 | 2026-06-30 | → |
| 174 | HARTFORD FINANCIAL MANAGEMENT INC | 105039 | $193.1M | $699.6M | 10 | 2026-03-31 | → |
| 175 | GRAYCLIFF PARTNERS LP | 157221 | $192.8M | $1.98B | 30 | 2026-06-30 | → |
| 176 | PEARSON CREEK CAPITAL MANAGEMENT LLC | 160354 | $192.4M | $284.8M | 1 | 2026-03-31 | → |
| 177 | BRIDGE CAPITAL ADVISORS | 317554 | $187.3M | $687.3M | 3 | 2025-09-30 | → |
| 178 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $186.6M | $149.48B | 309 | 2026-06-30 | → |
| 179 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $186.0M | $31.11B | 298 | 2026-03-31 | → |
| 180 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $183.0M | $135.09B | 1,715 | 2026-03-31 | → |
| 181 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $179.4M | $702.25B | 670 | 2026-06-30 | → |
| 182 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $177.8M | $12.76B | 93 | 2026-03-31 | → |
| 183 | INCASA LLC | 174058 | $175.2M | $725.2M | 3 | 2026-03-31 | → |
| 184 | AMICORP WEALTH SERVICES LLC | 319247 | $169.5M | $188.5M | 3 | 2026-03-31 | → |
| 185 | NEPC, LLC | 110562 | $163.5M | $152.72B | 379 | 2026-05-31 | → |
| 186 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $160.1M | $24.40B | 314 | 2026-06-30 | → |
| 187 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | $159.5M | $5.16B | 223 | 2026-06-30 | → |
| 188 | FOCUS INVESTMENT ADVISORS, INC | 109970 | $157.7M | $956.2M | 7 | 2026-03-31 | → |
| 189 | MITCHELL CAPITAL MANAGEMENT CO | 106338 | $156.5M | $847.3M | 11 | 2026-03-31 | → |
| 190 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $154.3M | $15.52B | 97 | 2026-03-31 | → |
| 191 | CAMPBELL GLOBAL, LLC | 111944 | $150.0M | $7.02B | 144 | 2026-04-30 | → |
| 192 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | 318867 | $149.2M | $149.2M | 3 | 2026-03-31 | → |
| 193 | MYSTIC ASSET MANAGEMENT, INC. | 170361 | $147.2M | $614.6M | 3 | 2026-03-31 | → |
| 194 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $141.6M | $11.49B | 78 | 2026-03-31 | → |
| 195 | SELECT EQUITY GROUP, L.P. | 168496 | $141.3M | $36.38B | 171 | 2026-03-31 | → |
| 196 | CAPSTONE INVESTMENT ADVISORS, LLC | 155563 | $140.0M | $91.53B | 304 | 2026-04-30 | → |
| 197 | FLOW FOCUS LLC | 306849 | $138.7M | $174.9M | 4 | 2026-03-31 | → |
| 198 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $135.1M | $621.02B | 611 | 2026-05-31 | → |
| 199 | RELIANT INVESTMENT MANAGEMENT, LLC | 111220 | $128.7M | $1.47B | 12 | 2026-03-31 | → |
| 200 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $127.1M | $10.18B | 32 | 2026-03-31 | → |
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