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 | |
|---|---|---|---|---|---|---|---|
| 601 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $286.9M | $12.04B | 121 | 2026-03-31 | → |
| 602 | WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | $286.4M | $8.08B | 36 | 2026-03-31 | → |
| 603 | ALLOCATOR SOLUTIONS, LLC | 337300 | $286.3M | $513.5M | 1 | 2026-03-31 | → |
| 604 | YON DRAKE & ASSOCIATES INC | 111491 | $285.7M | $304.7M | 2 | 2026-03-31 | → |
| 605 | STRATOS WEALTH PARTNERS, LTD | 153184 | $284.2M | $18.65B | 618 | 2026-06-30 | → |
| 606 | ARISTOTLE ATLANTIC PARTNERS, LLC | 285721 | $284.1M | $2.22B | 7 | 2026-03-31 | → |
| 607 | FENIMORE ASSET MANAGEMENT, INC. | 110946 | $283.3M | $5.41B | 43 | 2026-01-31 | → |
| 608 | CHILTON INVESTMENT COMPANY, INC. | 120107 | $283.1M | $1.32B | 29 | 2026-04-30 | → |
| 609 | MARKS GROUP WEALTH MANAGEMENT, INC. | 148679 | $282.2M | $2.02B | 14 | 2026-03-31 | → |
| 610 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $281.9M | $12.96B | 178 | 2026-04-30 | → |
| 611 | SALEM INVESTMENT COUNSELORS INC | 104855 | $281.8M | $4.19B | 18 | 2026-03-31 | → |
| 612 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $280.8M | $26.12B | 82 | 2026-05-31 | → |
| 613 | MARATHON CAPITAL MANAGEMENT LLC | 119416 | $280.4M | $790.1M | 7 | 2026-02-28 | → |
| 614 | UNIO CAPITAL LLC | 166483 | $279.1M | $691.5M | 8 | 2026-03-31 | → |
| 615 | MEKETA INVESTMENT GROUP INC | 110601 | $279.0M | $9.99B | 248 | 2026-03-31 | → |
| 616 | INDEPENDENT INVESTORS INC | 105677 | $278.4M | $571.9M | 6 | 2026-03-31 | → |
| 617 | KEEL POINT, LLC | 127902 | $277.9M | $4.07B | 92 | 2026-06-30 | → |
| 618 | DMKC ADVISORY SERVICES, LLC | 145112 | $277.2M | $902.5M | 13 | 2026-03-31 | → |
| 619 | MOZAIC, LLC | 145777 | $276.5M | $3.64B | 14 | 2026-03-31 | → |
| 620 | OPEROSE ADVISORS LLC | 287465 | $276.1M | $2.04B | 20 | 2026-03-31 | → |
| 621 | PINE RIDGE ADVISERS LLC | 296362 | $274.8M | $14.42B | 14 | 2026-03-31 | → |
| 622 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $274.6M | $46.06B | 250 | 2026-06-30 | → |
| 623 | GILDER GAGNON HOWE & CO. LLC | 2002 | $274.1M | $12.12B | 84 | 2026-03-31 | → |
| 624 | HAMILTON POINT INVESTMENT ADVISORS, LLC | 144534 | $273.9M | $1.21B | 12 | 2026-03-31 | → |
| 625 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | 112155 | $273.4M | $1.91B | 25 | 2026-03-31 | → |
| 626 | OAK HARBOR WEALTH PARTNERS, LLC | 311528 | $272.9M | $729.9M | 8 | 2026-04-30 | → |
| 627 | AMERICAN INVESTMENT SERVICES INC | 110043 | $272.8M | $1.07B | 10 | 2026-03-31 | → |
| 628 | 325 CAPITAL LLC | 310762 | $272.0M | $337.8M | 7 | 2026-03-31 | → |
| 629 | SERONE CAPITAL MANAGEMENT LLP | 174288 | $272.0M | $2.73B | 41 | 2026-03-31 | → |
| 630 | DONALDSON CAPITAL MANAGEMENT LLC | 106131 | $271.6M | $3.46B | 68 | 2026-04-30 | → |
| 631 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $271.6M | $12.77B | 193 | 2025-12-31 | → |
| 632 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $271.4M | $12.47B | 52 | 2026-04-30 | → |
| 633 | FOSTER GROUP, INC. | 107148 | $271.3M | $4.78B | 93 | 2026-03-31 | → |
| 634 | SMITH SHELLNUT WILSON LLC | 106235 | $269.1M | $6.92B | 16 | 2026-06-30 | → |
| 635 | R.V. KUHNS & ASSOCIATES, INC. | 18005 | $265.7M | $827.9M | 127 | 2026-06-30 | → |
| 636 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | 105455 | $265.5M | $48.44B | 123 | 2026-03-31 | → |
| 637 | WALTER & KEENAN WEALTH MANAGEMENT, LLC | 104838 | $262.7M | $983.3M | 7 | 2026-03-31 | → |
| 638 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $261.7M | $9.85B | 46 | 2026-03-31 | → |
| 639 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | $260.2M | $8.96B | 285 | 2026-06-30 | → |
| 640 | SLATER INVESTMENTS LIMITED | 327135 | $259.8M | $1.23B | 19 | 2026-02-28 | → |
| 641 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $259.5M | $6.09B | 17 | 2026-03-31 | → |
| 642 | CCM INVESTMENT ADVISERS, LLC | 105743 | $258.5M | $1.55B | 11 | 2026-03-31 | → |
| 643 | MORGAN CREEK CAPITAL MANAGEMENT, LLC | 138401 | $257.4M | $1.79B | 29 | 2026-03-31 | → |
| 644 | EQUITABLE ADVISORS, LLC | 6627 | $257.3M | $42.48B | 5,674 | 2026-05-31 | → |
| 645 | BUSEY CAPITAL MANAGEMENT, INC. | 128044 | $256.6M | $493.8M | 22 | 2026-03-31 | → |
| 646 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 319062 | $255.3M | $3.99B | 25 | 2026-03-31 | → |
| 647 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | $255.3M | $4.06B | 30 | 2026-02-28 | → |
| 648 | F/M INVESTMENTS LLC | 304405 | $255.1M | $17.74B | 83 | 2026-03-31 | → |
| 649 | QUANTUM PORTFOLIO MANAGEMENT, LLC | 326280 | $254.2M | $339.6M | 7 | 2026-04-30 | → |
| 650 | FINANCIAL FOCUS LLC | 282177 | $254.0M | $800.0M | 8 | 2026-01-31 | → |
| 651 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $253.3M | $208.39B | 115 | 2026-03-31 | → |
| 652 | AJOVISTA, LLC | 314924 | $251.8M | $269.0M | 13 | 2026-03-31 | → |
| 653 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $251.0M | $169.62B | 419 | 2026-03-31 | → |
| 654 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | $250.4M | $3.03B | 19 | 2026-03-31 | → |
| 655 | CANNELL & SPEARS LLC | 142633 | $250.3M | $6.99B | 40 | 2026-03-31 | → |
| 656 | MORGAN STANLEY AIP GP LP | 117050 | $248.6M | $40.85B | 200 | 2026-03-31 | → |
| 657 | WESTWOOD MANAGEMENT CORP | 110269 | $248.1M | $12.46B | 95 | 2026-03-31 | → |
| 658 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $247.9M | $23.95B | 56 | 2026-01-31 | → |
| 659 | THIRD NORTH CAPITAL LP | 285348 | $247.9M | $432.2M | 5 | 2026-03-31 | → |
| 660 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $247.4M | $14.43B | 158 | 2026-03-31 | → |
| 661 | TRUEPOINT, INC. | 105664 | $246.2M | $6.39B | 103 | 2026-03-31 | → |
| 662 | CM WEALTH ADVISORS LLC | 119467 | $245.9M | $3.60B | 24 | 2026-03-31 | → |
| 663 | MONOGRAPH WEALTH ADVISORS, LLC | 173949 | $244.9M | $3.25B | 20 | 2026-03-31 | → |
| 664 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $244.8M | $274.95B | 859 | 2026-03-31 | → |
| 665 | CALAMOS WEALTH MANAGEMENT LLC | 143490 | $244.1M | $5.48B | 51 | 2026-04-30 | → |
| 666 | COHO PARTNERS, LTD. | 111335 | $243.7M | $2.20B | 18 | 2025-03-31 | → |
| 667 | BLB & B ADVISORS, LLC | 139096 | $242.6M | $3.26B | 32 | 2026-03-31 | → |
| 668 | GROSS & HARTMAN INVESTMENTS, LLC | 317722 | $242.5M | $576.0M | 4 | 2026-03-31 | → |
| 669 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 108100 | $242.4M | $2.65B | 18 | 2026-05-31 | → |
| 670 | PROMETHOS CAPITAL, LLC | 300915 | $242.0M | $1.27B | 6 | 2026-04-30 | → |
| 671 | PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | $240.8M | $4.79B | 22 | 2025-03-31 | → |
| 672 | FRED ALGER MANAGEMENT, LLC | 106750 | $239.6M | $26.14B | 98 | 2026-05-31 | → |
| 673 | WILKINSON GLOBAL ASSET MANAGEMENT LLC | 292470 | $237.5M | $1.88B | 13 | 2026-04-30 | → |
| 674 | CHANNING GLOBAL ADVISORS, LLC | 290893 | $237.5M | $1.11B | 8 | 2026-03-31 | → |
| 675 | MEDLEY PARTNERS MANAGEMENT LLC | 289836 | $236.8M | $6.96B | 15 | 2026-05-31 | → |
| 676 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $235.8M | $19.78B | 103 | 2025-12-31 | → |
| 677 | SAGE MOUNTAIN ADVISORS, LLC | 298593 | $234.2M | $4.29B | 31 | 2026-03-31 | → |
| 678 | 26NORTH PARTNERS LP | 322923 | $233.9M | $32.68B | 142 | 2026-03-31 | → |
| 679 | REQUISITE CAPITAL MANAGEMENT LLC | 283107 | $233.6M | $2.43B | 11 | 2026-03-31 | → |
| 680 | OPUS CAPITAL GROUP, LLC | 106528 | $233.1M | $1.51B | 7 | 2026-03-31 | → |
| 681 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 298422 | $232.8M | $4.19B | 64 | 2026-06-30 | → |
| 682 | LVW ADVISORS, LLC | 159403 | $232.6M | $2.47B | 19 | 2026-03-31 | → |
| 683 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $231.8M | $21.02B | 95 | 2026-03-31 | → |
| 684 | ARCHPOINT INVESTORS LLC | 151807 | $231.6M | $4.13B | 11 | 2026-03-31 | → |
| 685 | MOORS & CABOT, INC. | 594 | $230.6M | $3.44B | 121 | 2025-09-30 | → |
| 686 | ZWJ INVESTMENT COUNSEL INC | 110397 | $229.6M | $4.23B | 20 | 2026-03-31 | → |
| 687 | WINDROSE ADVISORS LLC | 152145 | $229.4M | $2.67B | 23 | 2026-03-31 | → |
| 688 | STOCKMAN WEALTH MANAGEMENT, INC. | 122166 | $229.0M | $5.24B | 30 | 2026-05-31 | → |
| 689 | FORSYTH STREET ASSET MANAGEMENT LLC | 310545 | $228.9M | $228.9M | 9 | 2026-03-31 | → |
| 690 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $228.6M | $40.18B | 130 | 2026-03-31 | → |
| 691 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | 150570 | $227.9M | $1.73B | 21 | 2026-03-31 | → |
| 692 | WOODMONT INVESTMENT COUNSEL, LLC | 109779 | $226.9M | $2.01B | 15 | 2026-03-31 | → |
| 693 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | $226.6M | $7.13B | 47 | 2026-03-31 | → |
| 694 | SECURITY FINANCIAL SERVICES, INC. | 122050 | $226.6M | $1.34B | 16 | 2026-03-31 | → |
| 695 | GREYLOCK CAPITAL MANAGEMENT, LLC | 137825 | $226.4M | $313.9M | 6 | 2026-03-31 | → |
| 696 | IEQ CAPITAL, LLC | 301819 | $226.4M | $56.77B | 266 | 2026-06-30 | → |
| 697 | CEREDEX VALUE ADVISORS LLC | 146023 | $226.2M | $3.43B | 13 | 2026-03-31 | → |
| 698 | VIRTUS CAPITAL ADVISERS, LLC | 107346 | $226.2M | $1.49B | 0 | 2026-06-30 | → |
| 699 | PANAGORA ASSET MANAGEMENT INC | 105201 | $226.0M | $44.13B | 110 | 2026-03-31 | → |
| 700 | HARTLINE INVESTMENT CORP. | 106923 | $225.7M | $935.5M | 6 | 2026-03-31 | → |
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