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 | |
|---|---|---|---|---|---|---|---|
| 801 | NILSINE PARTNERS, LLC | 315694 | $176.1M | $1.88B | 18 | 2026-03-31 | → |
| 802 | MEDIQUS ASSET ADVISORS INC | 107694 | $176.1M | $1.46B | 11 | 2026-03-31 | → |
| 803 | CRESCENT GROVE ADVISORS, LLC | 170912 | $176.1M | $5.50B | 34 | 2026-03-31 | → |
| 804 | APOGEM CAPITAL LLC | 309234 | $174.9M | $43.82B | 259 | 2026-05-31 | → |
| 805 | DGV SOLUTIONS LP | 174379 | $174.4M | $944.4M | 6 | 2026-03-31 | → |
| 806 | SYNOVUS SECURITIES, INC. | 14023 | $173.9M | $8.45B | 280 | 2026-01-31 | → |
| 807 | SEVEN BRIDGES ADVISORS LLC | 158722 | $173.8M | $4.61B | 23 | 2026-06-30 | → |
| 808 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $173.6M | $5.60B | 20 | 2026-03-31 | → |
| 809 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 151088 | $172.3M | $2.20B | 26 | 2026-06-30 | → |
| 810 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | $171.7M | $6.20B | 41 | 2026-03-31 | → |
| 811 | ROBLE, BELKO AND COMPANY, INC. | 123286 | $170.8M | $1.55B | 9 | 2026-03-31 | → |
| 812 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $170.6M | $104.49B | 212 | 2026-05-31 | → |
| 813 | ORLEANS CAPITAL MANAGEMENT CORP | 111359 | $170.5M | $2.13B | 12 | 2026-03-31 | → |
| 814 | KARPUS MANAGEMENT INC | 110275 | $170.4M | $4.01B | 38 | 2026-05-31 | → |
| 815 | CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC | 167195 | $170.3M | $184.4M | 1 | 2026-03-31 | → |
| 816 | ALLEGIANT WEALTH ADVISORS, LLC | 330239 | $170.2M | $1.17B | 3 | 2026-03-31 | → |
| 817 | S & CO., INC. | 110026 | $170.0M | $2.46B | 15 | 2026-03-31 | → |
| 818 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 107660 | $169.9M | $2.32B | 14 | 2026-03-31 | → |
| 819 | RJA ASSET MANAGEMENT LLC | 153428 | $169.6M | $588.9M | 8 | 2026-05-31 | → |
| 820 | FOUNDATION RESOURCE MANAGEMENT, INC. | 116359 | $169.5M | $1.14B | 9 | 2026-03-31 | → |
| 821 | SOUTHCOL ADVISORS, LLC | 308154 | $169.4M | $208.7M | 4 | 2026-02-28 | → |
| 822 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $168.5M | $30.51B | 249 | 2026-03-31 | → |
| 823 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | 111838 | $168.5M | $9.26B | 93 | 2026-03-31 | → |
| 824 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $168.2M | $14.23B | 137 | 2026-06-30 | → |
| 825 | MONHEGAN CAPITAL MANAGEMENT, LLC | 304428 | $168.0M | $356.0M | 2 | 2026-03-31 | → |
| 826 | SYNERGY FUND MANAGEMENT GROUP LIMITED | 168167 | $167.7M | $490.3M | 9 | 2026-03-31 | → |
| 827 | DALTON INVESTMENTS, INC. | 308609 | $167.6M | $5.72B | 46 | 2026-03-31 | → |
| 828 | NOKOMIS CAPITAL, L.L.C. | 145627 | $167.5M | $804.2M | 5 | 2026-03-31 | → |
| 829 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $167.3M | $36.37B | 236 | 2026-03-31 | → |
| 830 | STEGNER INVESTMENT ASSOCIATES INC | 107480 | $166.9M | $2.77B | 10 | 2026-03-31 | → |
| 831 | SCOTT & SELBER, INC. CAPITAL MANAGEMENT | 105523 | $166.7M | $637.9M | 4 | 2026-03-31 | → |
| 832 | BOK FINANCIAL PRIVATE WEALTH, INC. | 106733 | $166.7M | $3.72B | 37 | 2026-03-31 | → |
| 833 | TRAN CAPITAL MANAGEMENT, L.P. | 107049 | $166.6M | $890.3M | 7 | 2026-02-28 | → |
| 834 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $166.1M | $10.79B | 35 | 2026-06-30 | → |
| 835 | EVERETT HARRIS & CO | 106830 | $165.9M | $11.53B | 18 | 2026-03-31 | → |
| 836 | PROWELL FINANCIAL MANAGEMENT, LLC | 281762 | $165.8M | $6.86B | 4 | 2026-03-31 | → |
| 837 | 337 FRONTIER CAPITAL, LP | 284266 | $165.4M | $795.3M | 4 | 2026-04-30 | → |
| 838 | DESCHUTES PORTFOLIO STRATEGY, LLC | 155424 | $165.0M | $1.63B | 11 | 2026-03-31 | → |
| 839 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $164.6M | $40.65B | 149 | 2026-04-30 | → |
| 840 | EVENTIDE ASSET MANAGEMENT, LLC | 147110 | $163.7M | $7.38B | 69 | 2026-03-31 | → |
| 841 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $163.5M | $11.41B | 12 | 2026-06-30 | → |
| 842 | CORNERSTONE CAPITAL, INC. | 105396 | $162.8M | $1.36B | 5 | 2026-03-31 | → |
| 843 | MYCIO WEALTH PARTNERS, LLC | 134436 | $162.2M | $15.78B | 67 | 2026-03-31 | → |
| 844 | PERFORMANCE WEALTH PARTNERS, LLC | 311735 | $162.2M | $4.09B | 15 | 2026-06-30 | → |
| 845 | FOYSTON, GORDON & PAYNE INC. | 121591 | $161.9M | $5.96B | 46 | 2026-05-31 | → |
| 846 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $161.6M | $28.01B | 70 | 2026-04-30 | → |
| 847 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $161.4M | $5.52B | 17 | 2026-03-31 | → |
| 848 | SEABRIDGE INVESTMENT ADVISORS LLC | 108681 | $161.2M | $771.2M | 12 | 2026-06-30 | → |
| 849 | CLEAN ENERGY TRANSITION LLP | 315409 | $161.2M | $4.63B | 14 | 2026-06-30 | → |
| 850 | GUARDIAN CAPITAL LP | 105078 | $160.0M | $10.68B | 90 | 2026-03-31 | → |
| 851 | GREENWOOD CAPITAL ASSOCIATES, LLC | 115015 | $159.5M | $1.77B | 21 | 2026-04-30 | → |
| 852 | NORTHSTAR ASSET MANAGEMENT INC | 107138 | $159.2M | $805.9M | 15 | 2026-03-31 | → |
| 853 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | $159.1M | $4.96B | 38 | 2026-05-31 | → |
| 854 | MILLER INVESTMENT MANAGEMENT, LP | 108380 | $158.9M | $7.10B | 18 | 2026-03-31 | → |
| 855 | PRUDENT MANAGEMENT ASSOCIATES | 16691 | $157.8M | $1.23B | 13 | 2026-03-31 | → |
| 856 | WELCH & FORBES LLC | 115119 | $157.3M | $9.90B | 55 | 2026-05-31 | → |
| 857 | GLOBAL IMC LLC | 170870 | $156.9M | $790.0M | 22 | 2026-03-31 | → |
| 858 | DELTA WEALTH MANAGEMENT | 111368 | $156.3M | $522.5M | 2 | 2026-03-31 | → |
| 859 | CLELLAND & CO INC | 105406 | $156.3M | $465.7M | 3 | 2026-03-31 | → |
| 860 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $156.2M | $18.79B | 711 | 2026-05-31 | → |
| 861 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 138032 | $156.0M | $2.83B | 16 | 2026-03-31 | → |
| 862 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $155.7M | $10.25B | 182 | 2026-03-31 | → |
| 863 | TEKNE CAPITAL MANAGEMENT, LLC | 164648 | $154.9M | $1.42B | 11 | 2026-03-31 | → |
| 864 | ELEVATE WEALTH MANAGEMENT, LLC | 336710 | $154.6M | $320.3M | 5 | 2026-05-31 | → |
| 865 | IFC ADVISORS LLC | 332157 | $154.2M | $2.34B | 18 | 2026-03-31 | → |
| 866 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | $154.1M | $4.98B | 37 | 2026-03-31 | → |
| 867 | EAGLE GLOBAL ADVISORS LLC | 107306 | $153.9M | $3.10B | 24 | 2026-03-31 | → |
| 868 | A16Z PERENNIAL MANAGEMENT, L.P. | 324429 | $153.6M | $2.75B | 26 | 2026-05-31 | → |
| 869 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $153.6M | $162.89B | 45 | 2026-03-31 | → |
| 870 | FIRST WASHINGTON CORPORATION | 6681 | $152.5M | $501.2M | 5 | 2025-12-31 | → |
| 871 | LEEWARD INVESTMENTS, LLC | 312557 | $152.4M | $2.87B | 14 | 2026-03-31 | → |
| 872 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | $152.3M | $3.33B | 18 | 2026-05-31 | → |
| 873 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 111846 | $152.1M | $532.7M | 25 | 2026-04-30 | → |
| 874 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | 156290 | $151.3M | $1.25B | 12 | 2026-04-30 | → |
| 875 | COMPOSITION WEALTH, LLC | 143483 | $151.2M | $9.47B | 128 | 2026-03-31 | → |
| 876 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $151.1M | $29.59B | 127 | 2026-02-28 | → |
| 877 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 108153 | $151.1M | $982.2M | 9 | 2026-03-31 | → |
| 878 | CAIUS CAPITAL LLP | 285187 | $151.0M | $1.75B | 18 | 2026-06-30 | → |
| 879 | STOKES FAMILY OFFICE LLC | 300899 | $150.6M | $3.35B | 14 | 2026-04-30 | → |
| 880 | MOUNTAINEER PARTNERS MANAGEMENT, LLC | 163089 | $150.5M | $305.7M | 4 | 2026-03-31 | → |
| 881 | COMPASS CAPITAL MANAGEMENT INC | 107823 | $149.6M | $2.56B | 20 | 2026-03-31 | → |
| 882 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $149.5M | $155.41B | 648 | 2026-04-30 | → |
| 883 | SIGNATURE FINANCIAL MANAGEMENT INC | 106375 | $149.4M | $7.57B | 36 | 2026-03-31 | → |
| 884 | KINNEY ASSET MANAGEMENT, LLC. | 155498 | $148.9M | $578.1M | 5 | 2025-03-31 | → |
| 885 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $148.4M | $26.46B | 149 | 2026-03-31 | → |
| 886 | MONTAG A & ASSOCIATES INC | 105756 | $148.2M | $2.97B | 30 | 2026-03-31 | → |
| 887 | PHILOSOPHY CAPITAL MANAGEMENT LLC | 308425 | $148.1M | $1.66B | 8 | 2026-03-31 | → |
| 888 | INDEX TECHNOLOGIES GROUP LLC | 327771 | $147.6M | $178.3M | 7 | 2026-04-30 | → |
| 889 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | $147.4M | $3.10B | 34 | 2026-04-30 | → |
| 890 | BLACK CREEK INVESTMENT MANAGEMENT INC. | 161344 | $146.0M | $7.09B | 28 | 2026-01-31 | → |
| 891 | STONEBRIDGE CAPITAL ADVISORS LLC | 111447 | $145.9M | $2.52B | 31 | 2026-03-31 | → |
| 892 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | $145.4M | $15.66B | 736 | 2026-03-31 | → |
| 893 | AFT, FORSYTH & SOBER, LLC | 162858 | $145.4M | $368.5M | 2 | 2026-05-31 | → |
| 894 | SOUTHWIND ASSOCIATES OF NJ INC. | 110371 | $145.0M | $299.1M | 4 | 2026-03-31 | → |
| 895 | LEGACY ADVISORS, LLC | 139830 | $144.4M | $5.17B | 50 | 2026-03-31 | → |
| 896 | MV CAPITAL MANAGEMENT, INC. | 139034 | $142.9M | $1.44B | 8 | 2026-03-31 | → |
| 897 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $142.7M | $33.19B | 7 | 2025-12-31 | → |
| 898 | CATALYST FINANCIAL PARTNERS LLC | 299335 | $142.3M | $1.72B | 12 | 2026-04-30 | → |
| 899 | SMITH FINANCIAL INVESTMENT ADVISORS, INC. | 154022 | $142.1M | $456.9M | 5 | 2026-03-31 | → |
| 900 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | 155186 | $142.1M | $3.79B | 42 | 2026-03-31 | → |
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