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 | |
|---|---|---|---|---|---|---|---|
| 501 | FLORIDA ATLANTIC SECURITIES CORP. | 43272 | $386.5M | $590.0M | 4 | 2026-06-30 | → |
| 502 | SAFE HARBOR FAMILY CAPITAL, LLC | 317547 | $386.4M | $613.9M | 3 | 2026-03-31 | → |
| 503 | ECIO, INC. | 301432 | $385.5M | $395.6M | 8 | 2026-06-30 | → |
| 504 | BRADLEY FOSTER & SARGENT INC | 106928 | $383.8M | $9.07B | 61 | 2026-04-30 | → |
| 505 | 1900 WEALTH MANAGEMENT LLC | 175346 | $382.0M | $3.07B | 22 | 2026-03-31 | → |
| 506 | JANUS HENDERSON INVESTORS US LLC | 104652 | $382.0M | $380.43B | 1,013 | 2026-06-30 | → |
| 507 | SHAPIRO CAPITAL MANAGEMENT LLC | 105581 | $381.0M | $1.97B | 10 | 2026-05-31 | → |
| 508 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | 315603 | $380.7M | $517.9M | 2 | 2026-03-31 | → |
| 509 | MUDRICK CAPITAL MANAGEMENT, LP | 161012 | $378.9M | $3.28B | 35 | 2026-06-30 | → |
| 510 | ZEVIN ASSET MANAGEMENT, LLC | 165269 | $376.0M | $1.02B | 15 | 2026-03-31 | → |
| 511 | SAWGRASS ASSET MANAGEMENT LLC | 108831 | $375.9M | $2.05B | 15 | 2026-04-30 | → |
| 512 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | 139068 | $375.7M | $6.48B | 80 | 2026-03-31 | → |
| 513 | HOWLAND CAPITAL MANAGEMENT LLC | 104726 | $375.3M | $3.74B | 35 | 2026-03-31 | → |
| 514 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $374.6M | $18.52B | 38 | 2026-03-31 | → |
| 515 | STALEY CAPITAL ADVISERS INC | 107118 | $374.5M | $3.11B | 15 | 2026-03-31 | → |
| 516 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $373.7M | $34.91B | 95 | 2026-03-31 | → |
| 517 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $369.5M | $43.00B | 225 | 2026-03-31 | → |
| 518 | NEWEDGE WEALTH, LLC | 307771 | $368.4M | $19.93B | 211 | 2026-04-30 | → |
| 519 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $366.6M | $8.71B | 24 | 2026-03-31 | → |
| 520 | MORETON ASSET MANAGEMENT, LLC | 133417 | $363.2M | $4.71B | 5 | 2026-01-31 | → |
| 521 | AVIVAR CAPITAL, LLC | 215516 | $362.1M | $362.1M | 15 | 2026-03-31 | → |
| 522 | ASHFORD CAPITAL MANAGEMENT INC | 110696 | $359.1M | $965.8M | 14 | 2025-12-31 | → |
| 523 | EHRENKRANZ PARTNERS L.P. | 131728 | $358.7M | $21.54B | 46 | 2026-06-30 | → |
| 524 | PARNASSUS INVESTMENTS, LLC | 316904 | $357.6M | $41.09B | 87 | 2026-03-31 | → |
| 525 | R M DAVIS INC | 105448 | $357.5M | $8.15B | 63 | 2026-03-31 | → |
| 526 | APEXIUM FINANCIAL LP | 283726 | $357.2M | $4.02B | 15 | 2025-10-31 | → |
| 527 | TETRAGON PARTNERS L.P. | 156040 | $357.0M | $6.40B | 122 | 2026-06-30 | → |
| 528 | FOCUSED INVESTORS LLC | 140010 | $354.2M | $3.29B | 4 | 2026-03-31 | → |
| 529 | ADVISOR PARTNERS II, LLC | 321633 | $352.5M | $13.91B | 26 | 2026-03-31 | → |
| 530 | FIRST PACIFIC ADVISORS, LP | 141823 | $352.5M | $32.00B | 73 | 2026-03-31 | → |
| 531 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | $352.5M | $1.74T | 194 | 2026-03-31 | → |
| 532 | ADVOCACY WEALTH MANAGEMENT, LLC | 141943 | $351.1M | $3.24B | 36 | 2026-03-31 | → |
| 533 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $350.1M | $70.33B | 236 | 2026-06-30 | → |
| 534 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $349.6M | $25.59B | 76 | 2026-05-31 | → |
| 535 | NEW REPUBLIC CAPITAL, LLC | 310907 | $348.4M | $3.03B | 28 | 2026-03-31 | → |
| 536 | DAVID VAUGHAN INVESTMENTS, LLC | 105990 | $348.1M | $5.33B | 48 | 2026-03-31 | → |
| 537 | HARVEST FUND ADVISORS LLC | 154425 | $345.0M | $8.13B | 14 | 2026-03-31 | → |
| 538 | F.N.B. INVESTMENT ADVISORS INC | 109515 | $344.9M | $6.70B | 44 | 2025-03-31 | → |
| 539 | KCM INVESTMENT ADVISORS, LLC | 109629 | $344.1M | $6.02B | 20 | 2026-03-31 | → |
| 540 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $343.8M | $390.04B | 9,675 | 2026-06-30 | → |
| 541 | SJS INVESTMENT CONSULTING INC | 107219 | $342.8M | $2.94B | 25 | 2026-06-30 | → |
| 542 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $341.9M | $10.81B | 23 | 2026-03-31 | → |
| 543 | ALTRAVUE CAPITAL, LLC | 283260 | $341.2M | $1.41B | 4 | 2026-01-31 | → |
| 544 | NEUBERGER BERMAN CANADA ULC | 284803 | $336.2M | $12.39B | 27 | 2026-04-30 | → |
| 545 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $335.9M | $29.38B | 120 | 2026-05-31 | → |
| 546 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | $335.3M | $5.76B | 13 | 2026-03-31 | → |
| 547 | SANCTUARY ADVISORS, LLC | 226606 | $334.4M | $34.88B | 770 | 2026-06-30 | → |
| 548 | FINANCIAL ADVISORY CORPORATION | 105472 | $334.2M | $1.10B | 14 | 2026-02-28 | → |
| 549 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $333.8M | $33.52B | 549 | 2026-06-30 | → |
| 550 | GRIFFIN ASSET MANAGEMENT, LLC | 104548 | $330.5M | $1.05B | 10 | 2026-02-28 | → |
| 551 | DSM CAPITAL PARTNERS LLC | 113609 | $329.7M | $7.56B | 25 | 2026-05-31 | → |
| 552 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $327.9M | $81.18B | 431 | 2026-05-31 | → |
| 553 | HARDY REED, LLC | 141024 | $326.9M | $2.89B | 18 | 2026-04-30 | → |
| 554 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | 119436 | $324.6M | $505.0M | 4 | 2026-03-31 | → |
| 555 | ASPIRIANT, LLC | 146720 | $323.0M | $18.05B | 218 | 2026-05-31 | → |
| 556 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $320.4M | $36.41B | 309 | 2026-03-31 | → |
| 557 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $320.1M | $3.44B | 13 | 2026-03-31 | → |
| 558 | ANCORA ADVISORS LLC | 124674 | $318.6M | $4.61B | 46 | 2026-03-31 | → |
| 559 | WESTMOUNT PARTNERS, LLC | 158857 | $318.4M | $5.94B | 39 | 2026-05-31 | → |
| 560 | HERITAGE INVESTORS MANAGEMENT CORP | 110420 | $316.0M | $4.63B | 22 | 2026-03-31 | → |
| 561 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $315.3M | $12.93B | 68 | 2026-03-31 | → |
| 562 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $315.0M | $10.79B | 221 | 2026-05-31 | → |
| 563 | FIRST FOUNDATION ADVISORS | 106075 | $314.8M | $5.06B | 53 | 2026-06-30 | → |
| 564 | PRIVATE ADVISOR GROUP, LLC | 155216 | $314.4M | $44.33B | 674 | 2026-06-30 | → |
| 565 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $314.2M | $11.29B | 159 | 2026-06-30 | → |
| 566 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $313.2M | $110.95B | 147 | 2026-03-31 | → |
| 567 | GENERAL PARTNER, INC. | 302070 | $312.4M | $318.4M | 1 | 2026-01-31 | → |
| 568 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $311.2M | $7.62B | 42 | 2026-03-31 | → |
| 569 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $309.8M | $49.31B | 133 | 2026-04-30 | → |
| 570 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $309.3M | $11.58B | 64 | 2026-03-31 | → |
| 571 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $309.2M | $183.29B | 905 | 2026-05-31 | → |
| 572 | DOUGLASS WINTHROP ADVISORS LLC | 108680 | $309.0M | $6.46B | 34 | 2026-03-31 | → |
| 573 | HARPSWELL CAPITAL ADVISORS, LLC | 168996 | $307.9M | $587.0M | 5 | 2026-05-31 | → |
| 574 | MML INVESTORS SERVICES, LLC | 10409 | $306.7M | $115.64B | 6,976 | 2026-05-31 | → |
| 575 | MINOT DEBLOIS ADVISORS LLC | 140170 | $306.3M | $2.04B | 4 | 2026-03-31 | → |
| 576 | CSM ADVISORS, LLC | 306128 | $306.2M | $11.65B | 44 | 2026-05-31 | → |
| 577 | SATHER FINANCIAL GROUP, INC. | 109344 | $306.0M | $2.27B | 9 | 2026-01-31 | → |
| 578 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | $305.8M | $11.51B | 7 | 2026-03-31 | → |
| 579 | LONGVIEW PARTNERS LLP | 139390 | $305.8M | $11.51B | 39 | 2026-03-31 | → |
| 580 | CAMBRIDGE ADVISORS INC | 104851 | $304.9M | $693.5M | 6 | 2026-03-31 | → |
| 581 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 131344 | $304.9M | $2.64B | 32 | 2026-03-31 | → |
| 582 | ST. DENIS J. VILLERE & CO., LLC | 105159 | $303.8M | $1.40B | 5 | 2026-05-31 | → |
| 583 | THE CLARIUS GROUP, LLC | 173347 | $303.1M | $4.68B | 35 | 2025-06-30 | → |
| 584 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $302.5M | $24.79B | 422 | 2026-03-31 | → |
| 585 | BAKER AVENUE ASSET MANAGEMENT, LP | 132657 | $302.1M | $5.09B | 57 | 2026-06-30 | → |
| 586 | EP WEALTH ADVISORS, LLC. | 111147 | $300.0M | $45.15B | 618 | 2026-04-30 | → |
| 587 | P/E GLOBAL LLC | 155642 | $300.0M | $1.71B | 62 | 2026-03-31 | → |
| 588 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $299.4M | $9.45B | 20 | 2026-05-31 | → |
| 589 | ARAX ADVISORY PARTNERS, LLC | 133535 | $298.7M | $23.18B | 319 | 2026-06-30 | → |
| 590 | LITMAN GREGORY WEALTH MANAGEMENT, LLC | 107611 | $298.3M | $2.68B | 28 | 2025-04-30 | → |
| 591 | ATYANT CAPITAL MANAGEMENT LIMITED | 165518 | $296.9M | $470.2M | 7 | 2026-06-30 | → |
| 592 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $295.5M | $10.12B | 23 | 2025-09-30 | → |
| 593 | GRANAHAN INVESTMENT MANAGEMENT LLC | 107745 | $294.7M | $2.36B | 20 | 2026-03-31 | → |
| 594 | TURTLE CREEK WEALTH ADVISORS, LLC | 322998 | $293.2M | $2.76B | 26 | 2026-06-30 | → |
| 595 | BTC CAPITAL MANAGEMENT, INC. | 127158 | $292.9M | $4.60B | 17 | 2026-03-31 | → |
| 596 | KESTRA ADVISORY SERVICES, LLC | 283330 | $292.2M | $79.80B | 1,359 | 2026-06-30 | → |
| 597 | ONEASCENT FAMILY OFFICE LLC | 323305 | $291.2M | $544.5M | 14 | 2026-04-30 | → |
| 598 | SLATESTONE WEALTH LLC | 286669 | $287.9M | $1.76B | 28 | 2026-06-30 | → |
| 599 | OVERBROOK MANAGEMENT CORPORATION | 117884 | $287.3M | $1.12B | 17 | 2026-04-30 | → |
| 600 | BECK, MACK & OLIVER LLC | 105466 | $286.9M | $6.18B | 24 | 2026-03-31 | → |
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