Research Report · 2026-06-30
Top Registered Investment Advisers for Corporations
SEC-registered investment advisers ranked by reported assets from corporation and business clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$85.19T
Median AUM
$10.01B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Corporate Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | CARDINAL CAPITAL MANAGEMENT INC | 108076 | $233.4M | $1.03B | 4 | 2026-02-28 | → |
| 902 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | $233.4M | $6.68B | 30 | 2026-05-31 | → |
| 903 | CANNELL & SPEARS LLC | 142633 | $231.7M | $6.99B | 40 | 2026-03-31 | → |
| 904 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | $231.5M | $8.25B | 550 | 2026-03-31 | → |
| 905 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 110069 | $230.3M | $3.03B | 31 | 2026-04-30 | → |
| 906 | EKANTA WEALTH ADVISORS LLC | 282031 | $229.3M | $306.7M | 7 | 2026-03-31 | → |
| 907 | SRB CORPORATION | 161163 | $229.3M | $4.82B | 4 | 2026-03-31 | → |
| 908 | GABLES CAPITAL MANAGEMENT INC | 109608 | $229.0M | $438.8M | 8 | 2026-03-31 | → |
| 909 | AGAMERICA LENDING LLC | 164866 | $229.0M | $1.37B | 62 | 2026-03-31 | → |
| 910 | NS PARTNERS LTD | 110625 | $228.3M | $5.86B | 21 | 2026-06-30 | → |
| 911 | SPIREPOINT PRIVATE CLIENT, LLC | 327350 | $228.3M | $1.44B | 10 | 2026-06-30 | → |
| 912 | ALLOCATOR SOLUTIONS, LLC | 337300 | $227.1M | $513.5M | 1 | 2026-03-31 | → |
| 913 | AVORY & COMPANY, LLC. | 284812 | $227.0M | $353.2M | 3 | 2026-04-30 | → |
| 914 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $226.3M | $51.63B | 711 | 2026-03-31 | → |
| 915 | JSF FINANCIAL, LLC | 114025 | $226.0M | $1.97B | 27 | 2026-03-31 | → |
| 916 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $225.3M | $10.47B | 42 | 2026-03-31 | → |
| 917 | WASHINGTON TRUST ADVISORS, INC. | 110407 | $224.9M | $2.39B | 21 | 2026-05-31 | → |
| 918 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $224.8M | $15.52B | 97 | 2026-03-31 | → |
| 919 | EVOKE WEALTH, LLC | 300856 | $224.8M | $17.29B | 96 | 2026-04-30 | → |
| 920 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $224.7M | $14.20B | 79 | 2026-03-31 | → |
| 921 | CARRET ASSET MANAGEMENT, LLC | 131445 | $224.6M | $3.46B | 22 | 2026-06-30 | → |
| 922 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $224.4M | $13.24B | 120 | 2026-05-31 | → |
| 923 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | 115754 | $223.2M | $1.84B | 18 | 2026-03-31 | → |
| 924 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $223.2M | $14.97B | 73 | 2026-06-30 | → |
| 925 | DAVENPORT & COMPANY LLC | 1588 | $223.1M | $24.70B | 525 | 2026-06-30 | → |
| 926 | SANDHILL CAPITAL PARTNERS LLC | 129800 | $222.9M | $2.40B | 22 | 2026-03-31 | → |
| 927 | BTC CAPITAL MANAGEMENT, INC. | 127158 | $222.4M | $4.60B | 17 | 2026-03-31 | → |
| 928 | MFG FAMILY OFFICE LLC | 324211 | $221.8M | $221.8M | 1 | 2026-03-31 | → |
| 929 | COHEN CAPITAL MANAGEMENT INC | 107903 | $221.3M | $1.00B | 7 | 2026-03-31 | → |
| 930 | CLINTON INVESTMENT MANAGEMENT, LLC | 143599 | $221.0M | $3.91B | 14 | 2026-05-31 | → |
| 931 | WASATCH ADVISORS LP | 106081 | $220.5M | $23.35B | 96 | 2026-03-31 | → |
| 932 | ROW ASSET MANAGEMENT, LLC | 168336 | $218.5M | $2.55B | 20 | 2026-03-31 | → |
| 933 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $217.7M | $28.01B | 70 | 2026-04-30 | → |
| 934 | CORE AND VALUE ADVISORS, LLC | 156093 | $217.2M | $21.18B | 161 | 2026-06-30 | → |
| 935 | NS MANAGEMENT LTD | 297781 | $216.8M | $850.3M | 2 | 2026-06-30 | → |
| 936 | ABEL HALL, LLC | 302076 | $216.7M | $819.1M | 10 | 2026-02-28 | → |
| 937 | LPL ENTERPRISE, LLC | 8733 | $216.5M | $24.94B | 5,215 | 2026-03-31 | → |
| 938 | TMB CAPITAL PARTNERS, LLC | 335750 | $216.2M | $867.8M | 6 | 2026-05-31 | → |
| 939 | STRATEGIC FINANCIAL SERVICES, INC. | 109677 | $215.4M | $2.81B | 39 | 2026-03-31 | → |
| 940 | COOKE & BIELER, L.P. | 113859 | $215.2M | $10.56B | 32 | 2026-03-31 | → |
| 941 | ELECTRIC CAPITAL PARTNERS, LLC | 296943 | $214.5M | $2.88B | 30 | 2026-03-31 | → |
| 942 | VIRTUS CAPITAL ADVISERS, LLC | 107346 | $214.4M | $1.49B | 0 | 2026-06-30 | → |
| 943 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 226547 | $214.4M | $4.44B | 51 | 2026-03-31 | → |
| 944 | RHINO INVESTMENT PARTNERS, INC. | 283692 | $213.2M | $566.2M | 3 | 2026-03-31 | → |
| 945 | VALOR ADVISORS LLC | 171358 | $213.1M | $4.01B | 16 | 2026-06-30 | → |
| 946 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | $212.7M | $4.51B | 34 | 2026-03-31 | → |
| 947 | CATALUR CAPITAL MANAGEMENT, LP | 307830 | $211.6M | $611.9M | 8 | 2026-03-31 | → |
| 948 | HOLLENCREST CAPITAL MANAGEMENT, LLC | 46217 | $211.6M | $2.87B | 19 | 2026-06-30 | → |
| 949 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $210.9M | $8.93B | 34 | 2026-04-30 | → |
| 950 | VERDENCE CAPITAL ADVISORS, LLC | 288512 | $210.7M | $4.63B | 52 | 2026-05-31 | → |
| 951 | CRESCENT CAPITAL GROUP LP | 153966 | $210.0M | $49.71B | 239 | 2026-05-31 | → |
| 952 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $209.5M | $65.60B | 388 | 2026-04-30 | → |
| 953 | LOWE, BROCKENBROUGH & COMPANY, INC. | 105142 | $209.2M | $5.49B | 31 | 2026-05-31 | → |
| 954 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $209.2M | $6.87B | 35 | 2026-03-31 | → |
| 955 | PGIM CUSTOM HARVEST LLC | 290235 | $208.9M | $6.90B | 68 | 2026-05-31 | → |
| 956 | ANDINA CAPITAL MANAGEMENT, LLC | 151762 | $208.7M | $1.26B | 31 | 2026-03-31 | → |
| 957 | SIGNATURE FINANCIAL MANAGEMENT INC | 106375 | $208.5M | $7.57B | 36 | 2026-03-31 | → |
| 958 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $208.5M | $13.78B | 86 | 2026-05-31 | → |
| 959 | SUNSTATE WEALTH MANAGEMENT LLC | 317453 | $208.2M | $209.8M | 4 | 2026-05-31 | → |
| 960 | CAPITAL ANALYSTS, LLC | 162200 | $208.1M | $8.77B | 679 | 2026-04-30 | → |
| 961 | THURSTON SPRINGER ADVISORS, LLC | 299201 | $207.7M | $3.68B | 93 | 2025-11-30 | → |
| 962 | MGO ONE SEVEN LLC | 283087 | $207.4M | $7.72B | 264 | 2026-04-30 | → |
| 963 | MUTUAL ADVISORS, LLC | 167658 | $207.3M | $8.55B | 208 | 2026-06-30 | → |
| 964 | VALLEY WEALTH MANAGERS, INC. | 108879 | $205.6M | $2.69B | 54 | 2026-03-31 | → |
| 965 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 315440 | $204.7M | $7.28B | 45 | 2026-03-31 | → |
| 966 | LAS OLAS CAPITAL ADVISORS, LLC | 175077 | $204.2M | $551.9M | 8 | 2026-03-31 | → |
| 967 | WINDSOR ADVISORY GROUP, LLC | 122266 | $204.0M | $2.92B | 22 | 2026-03-31 | → |
| 968 | ADVISORY RESEARCH INC | 108254 | $203.4M | $991.3M | 14 | 2026-03-31 | → |
| 969 | MEDIQUS ASSET ADVISORS INC | 107694 | $203.3M | $1.46B | 11 | 2026-03-31 | → |
| 970 | WCG WEALTH ADVISORS, LLC | 173194 | $203.2M | $6.28B | 131 | 2026-06-30 | → |
| 971 | XCELSIOR ADVISOR PARTNERS LLC | 334779 | $203.2M | $650.7M | 15 | 2026-06-30 | → |
| 972 | LINCOLN INVESTMENT PLANNING, LLC | 519 | $203.0M | $21.99B | 1,238 | 2026-04-30 | → |
| 973 | LEGACY CAPITAL GROUP CALIFORNIA, INC. | 111436 | $203.0M | $535.7M | 17 | 2026-04-30 | → |
| 974 | LOYOLA ASSET MANAGEMENT LLC | 153255 | $202.7M | $239.9M | 5 | 2026-03-31 | → |
| 975 | MCDONALD PARTNERS LLC | 135414 | $202.7M | $1.28B | 29 | 2026-06-30 | → |
| 976 | THE ABBIT MANAGEMENT CORP | 110507 | $200.7M | $252.3M | 7 | 2025-08-31 | → |
| 977 | BEACON INVESTMENT ADVISORS LLC | 127368 | $200.2M | $541.9M | 2 | 2026-03-31 | → |
| 978 | INTEGRITY ALLIANCE, LLC | 139627 | $200.1M | $5.41B | 400 | 2026-05-31 | → |
| 979 | ALPHA INNOVATIONS LTD. | 300529 | $200.0M | $231.5M | 10 | 2026-05-31 | → |
| 980 | SARGASSO PARTNERS LLP | 332384 | $200.0M | $220.0M | 3 | 2026-06-30 | → |
| 981 | ADVISORTRUST PARTNERS, LLC | 304967 | $199.5M | $435.3M | 6 | 2026-05-31 | → |
| 982 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $199.4M | $15.72B | 99 | 2026-03-31 | → |
| 983 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP | 26455 | $198.9M | $228.7M | 20 | 2026-03-31 | → |
| 984 | SWISSPARTNERS ADVISORS AG | 148721 | $198.7M | $891.8M | 5 | 2026-03-31 | → |
| 985 | BECKER CAPITAL MANAGEMENT INC | 110489 | $198.6M | $5.73B | 42 | 2026-03-31 | → |
| 986 | GLOBEFLEX CAPITAL LP | 106417 | $198.3M | $4.60B | 26 | 2026-03-31 | → |
| 987 | NUCLO WEALTH LLC | 317730 | $198.1M | $293.7M | 8 | 2026-03-31 | → |
| 988 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | $197.1M | $8.44B | 37 | 2026-03-31 | → |
| 989 | OAC CAPITAL ADVISORS LLC | 317559 | $196.7M | $212.0M | 5 | 2026-03-31 | → |
| 990 | TREND TRADE PRO, LLC | 328383 | $196.5M | $298.3M | 1 | 2026-03-31 | → |
| 991 | INVEX ADVISORS LLC | 164519 | $196.2M | $759.3M | 8 | 2026-03-31 | → |
| 992 | SJS INVESTMENT CONSULTING INC | 107219 | $196.0M | $2.94B | 25 | 2026-06-30 | → |
| 993 | ORIENTAL FINANCIAL SERVICES LLC | 29753 | $195.7M | $419.6M | 28 | 2026-03-31 | → |
| 994 | MARINER INSTITUTIONAL, LLC | 111964 | $195.7M | $2.82B | 148 | 2026-06-30 | → |
| 995 | CHOREO, LLC | 111221 | $195.4M | $19.14B | 232 | 2026-03-31 | → |
| 996 | WASHINGTON CAPITAL MANAGEMENT INC | 105253 | $195.2M | $7.40B | 79 | 2026-06-30 | → |
| 997 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $194.9M | $28.66B | 37 | 2026-03-31 | → |
| 998 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $194.7M | $10.79B | 35 | 2026-06-30 | → |
| 999 | MILLER HOWARD INVESTMENTS INC | 105800 | $194.4M | $3.81B | 34 | 2026-03-31 | → |
| 1000 | ZAZOVE ASSOCIATES LLC | 104751 | $194.1M | $1.97B | 21 | 2026-04-30 | → |
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