Research Report · 2026-06-30
Top Registered Investment Advisers for Charities and Nonprofits
SEC-registered investment advisers ranked by reported assets from charitable organization clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$79.11T
Median AUM
$7.79B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Charitable Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | ASSET STRATEGY CONSULTANTS LLC | 110800 | $1.69B | $5.16B | 14 | 2026-06-30 | → |
| 202 | NINETY ONE UK LIMITED | 158310 | $1.68B | $130.19B | 439 | 2026-06-30 | → |
| 203 | HARRIS ASSOCIATES LP | 106960 | $1.67B | $109.48B | 221 | 2026-03-31 | → |
| 204 | GREEN COURT CAPITAL MANAGEMENT LIMITED | 286091 | $1.65B | $5.54B | 39 | 2026-03-31 | → |
| 205 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $1.63B | $59.04B | 94 | 2026-03-31 | → |
| 206 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $1.63B | $18.85B | 46 | 2026-04-30 | → |
| 207 | HERITAGE WEALTH ADVISORS, LLC | 137484 | $1.63B | $4.86B | 36 | 2026-05-31 | → |
| 208 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 110986 | $1.63B | $6.84B | 74 | 2026-06-30 | → |
| 209 | OSAIC WEALTH, INC. | 23131 | $1.60B | $234.86B | 8,979 | 2026-06-30 | → |
| 210 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $1.60B | $324.65B | 714 | 2026-05-31 | → |
| 211 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $1.60B | $85.59B | 155 | 2026-06-30 | → |
| 212 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $1.59B | $3.75T | 1,417 | 2026-05-31 | → |
| 213 | AMERICANA PARTNERS, LLC | 301354 | $1.58B | $9.10B | 86 | 2026-04-30 | → |
| 214 | FIRST MANHATTAN CO. LLC | 325281 | $1.57B | $38.09B | 147 | 2026-04-30 | → |
| 215 | CF PRIVATE EQUITY, INC. | 110657 | $1.57B | $15.78B | 66 | 2025-12-31 | → |
| 216 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $1.55B | $17.83B | 104 | 2026-05-31 | → |
| 217 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $1.54B | $25.41B | 94 | 2026-03-31 | → |
| 218 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $1.54B | $21.93B | 28 | 2026-03-31 | → |
| 219 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $1.54B | $427.48B | 322 | 2026-03-31 | → |
| 220 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $1.53B | $184.81B | 210 | 2026-01-31 | → |
| 221 | SELLWOOD INVESTMENT PARTNERS LLC | 164696 | $1.52B | $2.28B | 16 | 2026-06-30 | → |
| 222 | MANNING & NAPIER ADVISORS, LLC | 105992 | $1.50B | $17.03B | 195 | 2026-06-30 | → |
| 223 | BECKER CAPITAL MANAGEMENT INC | 110489 | $1.50B | $5.73B | 42 | 2026-03-31 | → |
| 224 | EDGEWOOD MANAGEMENT LLC | 106647 | $1.47B | $21.52B | 41 | 2026-03-31 | → |
| 225 | JORDAN PARK GROUP LLC | 287755 | $1.46B | $23.26B | 153 | 2026-06-30 | → |
| 226 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $1.46B | $15.28B | 112 | 2026-03-31 | → |
| 227 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $1.43B | $62.24B | 103 | 2026-03-31 | → |
| 228 | OAK CITY CONSULTING, LLC | 162220 | $1.41B | $1.43B | 6 | 2026-03-31 | → |
| 229 | LCP INSTITUTIONAL, LLC | 325133 | $1.41B | $3.18B | 8 | 2026-03-31 | → |
| 230 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $1.40B | $24.85B | 200 | 2026-05-31 | → |
| 231 | DHK FINANCIAL ADVISORS INC | 106126 | $1.40B | $1.68B | 5 | 2025-03-31 | → |
| 232 | GREAT LAKES ADVISORS, LLC | 110757 | $1.39B | $16.16B | 84 | 2026-05-31 | → |
| 233 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | $1.36B | $4.51B | 34 | 2026-03-31 | → |
| 234 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $1.36B | $31.28B | 68 | 2026-06-30 | → |
| 235 | BLUE GROTTO CAPITAL, LLC | 299869 | $1.36B | $2.10B | 6 | 2026-03-31 | → |
| 236 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $1.35B | $24.40B | 61 | 2026-03-31 | → |
| 237 | ADVANCED PORTFOLIO MANAGEMENT, LLC | 138769 | $1.35B | $2.70B | 18 | 2026-03-31 | → |
| 238 | SEGALL BRYANT & HAMILL, LLC | 106505 | $1.34B | $22.64B | 161 | 2026-06-30 | → |
| 239 | ARNHOLD LLC | 290117 | $1.33B | $6.44B | 13 | 2026-03-31 | → |
| 240 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $1.31B | $28.33B | 175 | 2026-03-31 | → |
| 241 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $1.30B | $502.40B | 914 | 2026-05-31 | → |
| 242 | PICTET ASSET MANAGEMENT SA | 140074 | $1.30B | $330.70B | 549 | 2026-06-30 | → |
| 243 | BRAVE WARRIOR ADVISORS, LLC | 108894 | $1.28B | $5.64B | 6 | 2026-04-30 | → |
| 244 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $1.27B | $621.02B | 611 | 2026-05-31 | → |
| 245 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $1.27B | $22.98B | 164 | 2026-05-31 | → |
| 246 | DAVENPORT & COMPANY LLC | 1588 | $1.26B | $24.70B | 525 | 2026-06-30 | → |
| 247 | EARNEST PARTNERS LLC | 107926 | $1.26B | $42.61B | 47 | 2026-06-30 | → |
| 248 | HB WEALTH MANAGEMENT, LLC | 316731 | $1.26B | $30.16B | 325 | 2026-05-31 | → |
| 249 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $1.25B | $144.00B | 1,583 | 2026-05-31 | → |
| 250 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $1.25B | $9.95B | 18 | 2026-03-31 | → |
| 251 | EVOKE WEALTH, LLC | 300856 | $1.24B | $17.29B | 96 | 2026-04-30 | → |
| 252 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $1.23B | $34.50B | 81 | 2026-03-31 | → |
| 253 | VIDENT ADVISORY, LLC | 286622 | $1.21B | $22.02B | 38 | 2026-03-31 | → |
| 254 | NORDWAND ADVISORS, LLC | 322936 | $1.21B | $3.97B | 10 | 2026-03-31 | → |
| 255 | SAPIENT CAPITAL LLC | 324899 | $1.21B | $13.76B | 59 | 2026-03-31 | → |
| 256 | METIS GLOBAL PARTNERS, LLC | 167276 | $1.21B | $5.67B | 11 | 2026-05-31 | → |
| 257 | GAMCO ASSET MANAGEMENT INC. | 104950 | $1.20B | $11.69B | 120 | 2026-03-31 | → |
| 258 | THE CAPROCK GROUP, LLC | 124272 | $1.18B | $12.48B | 67 | 2026-03-31 | → |
| 259 | AON INVESTMENTS USA INC. | 105596 | $1.18B | $150.99B | 255 | 2026-03-31 | → |
| 260 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | $1.18B | $19.66B | 3 | 2026-06-30 | → |
| 261 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $1.18B | $10.24B | 73 | 2026-03-31 | → |
| 262 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $1.17B | $43.54B | 170 | 2026-04-30 | → |
| 263 | ALTAIR ADVISERS, LLC | 120642 | $1.17B | $9.76B | 75 | 2026-03-31 | → |
| 264 | RUFFER LLP | 309733 | $1.15B | $24.87B | 282 | 2026-06-30 | → |
| 265 | KINGS PATH PARTNERS LLC | 269876 | $1.15B | $1.53B | 8 | 2026-02-28 | → |
| 266 | GIBSON CAPITAL, LLC | 148836 | $1.14B | $3.03B | 17 | 2026-03-31 | → |
| 267 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $1.14B | $5.48B | 21 | 2026-03-31 | → |
| 268 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $1.14B | $35.08B | 146 | 2026-01-31 | → |
| 269 | RAFFA WEALTH MANAGEMENT LLC | 136971 | $1.13B | $1.70B | 9 | 2026-03-31 | → |
| 270 | FIRST TRUST ADVISORS LP | 107027 | $1.11B | $309.24B | 542 | 2026-04-30 | → |
| 271 | EATON VANCE MANAGEMENT | 104859 | $1.11B | $97.02B | 219 | 2026-05-31 | → |
| 272 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $1.11B | $9.14B | 54 | 2026-03-31 | → |
| 273 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $1.09B | $305.98B | 220 | 2026-03-31 | → |
| 274 | ALTES CAPITAL, LLC | 331481 | $1.09B | $3.19B | 7 | 2026-03-31 | → |
| 275 | MARINER INSTITUTIONAL, LLC | 111964 | $1.09B | $2.82B | 148 | 2026-06-30 | → |
| 276 | FEDERATED INVESTMENT COUNSELING | 105325 | $1.09B | $207.21B | 213 | 2026-05-31 | → |
| 277 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | $1.08B | $212.66B | 4,200 | 2026-05-31 | → |
| 278 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 170746 | $1.06B | $7.22B | 24 | 2026-05-31 | → |
| 279 | PIVOTAL ADVISORS LLC | 310612 | $1.06B | $1.07B | 4 | 2026-03-31 | → |
| 280 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | $1.06B | $3.09B | 19 | 2026-03-31 | → |
| 281 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | $1.05B | $500.96B | 16,780 | 2026-06-30 | → |
| 282 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $1.04B | $36.11B | 128 | 2026-03-31 | → |
| 283 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $1.04B | $23.85B | 35 | 2026-06-30 | → |
| 284 | PNC CAPITAL ADVISORS LLC | 151829 | $1.04B | $50.88B | 258 | 2026-03-31 | → |
| 285 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $1.04B | $85.67B | 367 | 2026-04-30 | → |
| 286 | LATASH INVESTMENTS, LLC | 128012 | $1.03B | $1.74B | 8 | 2026-03-31 | → |
| 287 | MUZINICH & CO., INC. | 22998 | $1.02B | $31.27B | 110 | 2026-06-30 | → |
| 288 | NEW CENTURY ADVISORS, LLC | 122478 | $1.02B | $4.31B | 18 | 2026-03-31 | → |
| 289 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $1.02B | $35.52B | 68 | 2026-06-30 | → |
| 290 | CALLAN FAMILY OFFICE, LLC | 317446 | $1.01B | $10.21B | 49 | 2026-03-31 | → |
| 291 | CIRCLE WEALTH MANAGEMENT, LLC | 142878 | $1.01B | $14.07B | 23 | 2026-04-30 | → |
| 292 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | $1.01B | $4.20B | 14 | 2026-05-31 | → |
| 293 | RIMROCK CAPITAL MANAGEMENT LLC | 120410 | $988.9M | $3.85B | 26 | 2026-04-30 | → |
| 294 | AARON WEALTH ADVISORS LLC | 298079 | $978.3M | $4.29B | 16 | 2026-05-31 | → |
| 295 | BROWN ADVISORY LTD. | 168985 | $978.3M | $26.58B | 110 | 2026-03-31 | → |
| 296 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $971.8M | $10.66B | 68 | 2026-06-30 | → |
| 297 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $971.2M | $12.24B | 53 | 2026-03-31 | → |
| 298 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | $962.7M | $7.80B | 83 | 2026-03-31 | → |
| 299 | COHEN KLINGENSTEIN, LLC | 148428 | $962.3M | $3.39B | 7 | 2026-03-31 | → |
| 300 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $941.2M | $14.73B | 52 | 2026-06-30 | → |
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