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 | |
|---|---|---|---|---|---|---|---|
| 301 | BLEICHROEDER LP | 304295 | $935.8M | $2.43B | 7 | 2026-03-31 | → |
| 302 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $928.3M | $150.40B | 254 | 2026-03-31 | → |
| 303 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $927.7M | $351.32B | 519 | 2026-04-30 | → |
| 304 | LIDO ADVISORS, LLC | 269866 | $927.1M | $42.50B | 437 | 2026-06-30 | → |
| 305 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $925.1M | $19.94B | 94 | 2026-05-31 | → |
| 306 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $920.9M | $14.20B | 79 | 2026-03-31 | → |
| 307 | RGM CAPITAL, LLC | 136634 | $919.8M | $2.60B | 7 | 2026-03-31 | → |
| 308 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $910.2M | $36.93B | 64 | 2026-03-31 | → |
| 309 | ASSETMARK, INC. | 109018 | $909.7M | $91.76B | 859 | 2026-05-31 | → |
| 310 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | $902.0M | $31.69B | 1,923 | 2026-06-30 | → |
| 311 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $900.3M | $12.82B | 39 | 2026-03-31 | → |
| 312 | SCS CAPITAL MANAGEMENT LLC | 122258 | $882.6M | $48.65B | 213 | 2026-03-31 | → |
| 313 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $882.4M | $122.06B | 354 | 2025-03-31 | → |
| 314 | CREWCIAL PARTNERS LLC | 131570 | $875.7M | $971.6M | 45 | 2026-04-30 | → |
| 315 | OSAIC INSTITUTIONS, INC. | 35371 | $863.9M | $6.49B | 1,839 | 2026-05-31 | → |
| 316 | EDWARD D. JONES & CO., L.P. | 250 | $857.9M | $1.01T | 36,317 | 2026-06-30 | → |
| 317 | RANDOLPH CO INC | 104868 | $846.0M | $1.08B | 6 | 2026-03-31 | → |
| 318 | PROVIDENT TRUST COMPANY | 110118 | $839.9M | $6.86B | 12 | 2026-04-30 | → |
| 319 | ARIEL INVESTMENTS, LLC | 108211 | $839.4M | $12.78B | 109 | 2026-04-30 | → |
| 320 | LOWE, BROCKENBROUGH & COMPANY, INC. | 105142 | $833.8M | $5.49B | 31 | 2026-05-31 | → |
| 321 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | 313457 | $830.0M | $838.0M | 5 | 2026-03-31 | → |
| 322 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $829.7M | $122.19B | 1,700 | 2026-06-30 | → |
| 323 | TRILLIUM ASSET MANAGEMENT, LLC | 110901 | $824.6M | $4.31B | 53 | 2026-03-31 | → |
| 324 | WAVERLY ADVISORS, LLC | 115332 | $823.0M | $29.78B | 414 | 2026-06-30 | → |
| 325 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $820.9M | $267.16B | 262 | 2026-04-30 | → |
| 326 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $819.4M | $39.36B | 134 | 2026-03-31 | → |
| 327 | SYM FINANCIAL CORPORATION | 107517 | $815.1M | $5.81B | 84 | 2026-03-31 | → |
| 328 | HARDING LOEVNER LP | 104543 | $811.9M | $32.06B | 104 | 2026-03-31 | → |
| 329 | STOCKBRIDGE PARTNERS LLC | 160674 | $792.1M | $5.41B | 20 | 2026-05-31 | → |
| 330 | ICG ADVISORS, LLC | 148066 | $786.7M | $7.92B | 26 | 2026-05-31 | → |
| 331 | FIDUCIARY MANAGEMENT, INC. | 109149 | $783.8M | $11.36B | 25 | 2026-06-30 | → |
| 332 | PETRA CAPITAL MANAGEMENT, INC. | 277042 | $771.9M | $1.76B | 13 | 2026-06-30 | → |
| 333 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $769.0M | $5.20B | 31 | 2025-12-31 | → |
| 334 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $760.9M | $228.04B | 267 | 2026-03-31 | → |
| 335 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $759.7M | $21.33B | 129 | 2026-03-31 | → |
| 336 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $757.5M | $1.72T | 946 | 2026-03-31 | → |
| 337 | SAND HILL GLOBAL ADVISORS, LLC | 111295 | $734.4M | $4.39B | 33 | 2026-03-31 | → |
| 338 | NUMERAI GP LLC | 282851 | $734.0M | $1.90B | 12 | 2026-03-31 | → |
| 339 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | $728.6M | $10.53B | 52 | 2026-03-31 | → |
| 340 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $719.7M | $50.54B | 585 | 2026-03-31 | → |
| 341 | TAIBER, KOSMALA & ASSOCIATES, LLC | 161703 | $716.7M | $716.7M | 18 | 2026-03-31 | → |
| 342 | DIMENSIONAL FUND ADVISORS LP | 106482 | $715.4M | $1.02T | 1,168 | 2026-03-31 | → |
| 343 | CHEVY CHASE TRUST COMPANY | 110742 | $714.0M | $44.93B | 119 | 2026-03-31 | → |
| 344 | MILL CAPITAL MANAGEMENT, LLC | 312798 | $713.1M | $1.49B | 5 | 2026-02-28 | → |
| 345 | ADDENDA CAPITAL INC. | 137034 | $709.6M | $29.02B | 163 | 2026-03-31 | → |
| 346 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | 107341 | $709.3M | $12.18B | 169 | 2026-03-31 | → |
| 347 | ZHANG FINANCIAL LLC | 159257 | $708.6M | $8.37B | 50 | 2026-03-31 | → |
| 348 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $705.3M | $30.25B | 30 | 2026-03-31 | → |
| 349 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $702.5M | $563.78B | 956 | 2026-05-31 | → |
| 350 | H. M. PAYSON & CO. | 2993 | $701.5M | $9.09B | 34 | 2026-03-31 | → |
| 351 | HIGHLAND ASSOCIATES INC | 104948 | $692.7M | $20.99B | 19 | 2026-03-31 | → |
| 352 | INSIGHT NORTH AMERICA LLC | 145995 | $686.5M | $171.09B | 238 | 2026-06-30 | → |
| 353 | HI-LINE CAPITAL MANAGEMENT, LLC | 149522 | $685.1M | $756.6M | 5 | 2026-04-30 | → |
| 354 | 1607 CAPITAL PARTNERS, LLC | 144758 | $684.7M | $3.49B | 15 | 2026-03-31 | → |
| 355 | MARINER, LLC | 140195 | $683.8M | $125.41B | 1,889 | 2026-03-31 | → |
| 356 | BRIDGEWATER ASSOCIATES, LP | 105129 | $683.4M | $150.16B | 1,135 | 2026-05-31 | → |
| 357 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $673.8M | $24.28B | 77 | 2026-03-31 | → |
| 358 | RWA WEALTH PARTNERS, LLC | 156984 | $673.4M | $19.80B | 178 | 2026-05-31 | → |
| 359 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 106355 | $669.5M | $11.53B | 49 | 2026-04-30 | → |
| 360 | PANDI, LLC | 330112 | $668.3M | $1.38B | 20 | 2026-03-31 | → |
| 361 | GARDNER RUSSO & QUINN LLC | 106114 | $659.8M | $9.45B | 47 | 2026-03-31 | → |
| 362 | PLANCORP, LLC | 106599 | $658.8M | $9.94B | 97 | 2026-05-31 | → |
| 363 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $657.0M | $16.25B | 38 | 2026-05-31 | → |
| 364 | PGIM, INC. | 105676 | $647.8M | $1.13T | 1,990 | 2026-04-30 | → |
| 365 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $647.3M | $7.90B | 41 | 2026-03-31 | → |
| 366 | WASATCH ADVISORS LP | 106081 | $644.5M | $23.35B | 96 | 2026-03-31 | → |
| 367 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $642.8M | $116.17B | 185 | 2026-06-30 | → |
| 368 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 112500 | $640.4M | $8.77B | 27 | 2026-03-31 | → |
| 369 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 158270 | $638.5M | $3.80B | 50 | 2026-03-31 | → |
| 370 | WHARTON BUSINESS GROUP, LLC | 133722 | $638.3M | $4.57B | 5 | 2026-03-31 | → |
| 371 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | $633.2M | $28.47B | 304 | 2026-03-31 | → |
| 372 | PERMANENS CAPITAL L.P. | 157476 | $632.7M | $4.02B | 17 | 2026-03-31 | → |
| 373 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $627.8M | $17.68B | 238 | 2026-06-30 | → |
| 374 | AMI INVESTMENT MANAGEMENT INC | 106321 | $624.9M | $963.6M | 6 | 2026-03-31 | → |
| 375 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $623.7M | $23.32B | 47 | 2026-03-31 | → |
| 376 | WEALTHSPIRE ADVISORS LLC | 106181 | $619.1M | $34.32B | 397 | 2026-04-30 | → |
| 377 | GQG PARTNERS LLC | 283720 | $617.9M | $163.86B | 227 | 2026-03-31 | → |
| 378 | PRIMECAP MANAGEMENT CO | 105516 | $611.7M | $139.34B | 43 | 2026-03-31 | → |
| 379 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $602.8M | $20.09B | 27 | 2026-06-30 | → |
| 380 | NEWSOUTH CAPITAL MANAGEMENT INC | 110676 | $602.6M | $2.23B | 11 | 2026-06-30 | → |
| 381 | ASSET CONSULTING GROUP, LLC | 107574 | $602.1M | $1.10B | 50 | 2026-03-31 | → |
| 382 | BLUEPRINT CAPITAL ADVISORS LLC | 282327 | $600.0M | $1.79B | 8 | 2026-03-31 | → |
| 383 | SELECT EQUITY GROUP, L.P. | 168496 | $598.8M | $36.38B | 171 | 2026-03-31 | → |
| 384 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | $598.4M | $4.17B | 39 | 2026-03-31 | → |
| 385 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | $598.1M | $4.40B | 13 | 2026-04-30 | → |
| 386 | BNY MELLON ADVISORS, INC. | 106108 | $594.4M | $33.48B | 66 | 2026-05-31 | → |
| 387 | MEEDER PUBLIC FUNDS, INC. | 106816 | $593.3M | $70.16B | 77 | 2026-06-30 | → |
| 388 | ORG PORTFOLIO MANAGEMENT LLC | 130198 | $590.1M | $6.38B | 22 | 2026-03-31 | → |
| 389 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $588.5M | $13.93B | 207 | 2026-03-31 | → |
| 390 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $579.9M | $29.73B | 86 | 2026-03-31 | → |
| 391 | GLOBAL FRONTIER INVESTMENTS, LLC | 160105 | $578.4M | $682.0M | 2 | 2026-03-31 | → |
| 392 | GREENLINE PARTNERS, LLC | 164192 | $577.6M | $1.41B | 5 | 2026-03-31 | → |
| 393 | CHOREO, LLC | 111221 | $576.1M | $19.14B | 232 | 2026-03-31 | → |
| 394 | CAPITAL BANK AND TRUST COMPANY | 170017 | $571.5M | $139.29B | 121 | 2026-05-31 | → |
| 395 | DORSEY ASSET MANAGEMENT LLC | 169056 | $569.2M | $1.45B | 10 | 2026-03-31 | → |
| 396 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $568.8M | $469.98B | 758 | 2026-06-30 | → |
| 397 | NATIXIS ADVISORS, LLC | 106800 | $566.8M | $108.65B | 412 | 2026-03-31 | → |
| 398 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $562.3M | $240.66B | 588 | 2026-03-31 | → |
| 399 | BOLDHAVEN MANAGEMENT LLP | 304300 | $560.1M | $1.97B | 12 | 2026-06-30 | → |
| 400 | CAPSHIFT ADVISORS, LLC | 309860 | $560.0M | $628.0M | 16 | 2026-03-31 | → |
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