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 | |
|---|---|---|---|---|---|---|---|
| 601 | BRIGHTSIDE CAPITAL PARTNERS LLC | 338288 | $472.8M | $472.8M | 12 | 2026-03-31 | → |
| 602 | ALTAIR ADVISERS, LLC | 120642 | $472.2M | $9.76B | 75 | 2026-03-31 | → |
| 603 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $472.1M | $14.54B | 120 | 2026-06-30 | → |
| 604 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $468.1M | $17.68B | 238 | 2026-06-30 | → |
| 605 | BOS ASSET MANAGEMENT, LLC | 310632 | $467.4M | $933.2M | 11 | 2026-04-30 | → |
| 606 | CASTLEKEEP INVESTMENT ADVISORS LLC | 111656 | $467.0M | $920.8M | 5 | 2026-03-31 | → |
| 607 | SSA SWISS ADVISORS AG | 161357 | $466.8M | $817.5M | 10 | 2026-03-31 | → |
| 608 | KARPUS MANAGEMENT INC | 110275 | $462.6M | $4.01B | 38 | 2026-05-31 | → |
| 609 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $460.4M | $10.79B | 221 | 2026-05-31 | → |
| 610 | INDIVISIBLE PARTNERS, LLC | 332431 | $459.2M | $2.08B | 24 | 2026-05-31 | → |
| 611 | BOK FINANCIAL PRIVATE WEALTH, INC. | 106733 | $459.1M | $3.72B | 37 | 2026-03-31 | → |
| 612 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $458.2M | $10.58B | 30 | 2026-06-30 | → |
| 613 | TABOR ASSET MANAGEMENT, LP | 304666 | $457.6M | $577.2M | 6 | 2026-03-31 | → |
| 614 | SMEAD CAPITAL MANAGEMENT, INC. | 143567 | $456.8M | $5.52B | 18 | 2026-03-31 | → |
| 615 | SHAPIRO CAPITAL MANAGEMENT LLC | 105581 | $456.4M | $1.97B | 10 | 2026-05-31 | → |
| 616 | 10X CAPITAL PARTNERS LLC | 332547 | $455.8M | $1.01B | 2 | 2026-03-31 | → |
| 617 | LOCUS INVESTMENT GROUP, LTD. | 297940 | $454.5M | $483.7M | 4 | 2026-03-31 | → |
| 618 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $453.7M | $30.25B | 30 | 2026-03-31 | → |
| 619 | BNY MELLON ADVISORS, INC. | 106108 | $452.0M | $33.48B | 66 | 2026-05-31 | → |
| 620 | ARCUS CAPITAL PARTNERS, LLC | 147346 | $451.8M | $2.51B | 15 | 2026-03-31 | → |
| 621 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | 143608 | $451.3M | $2.45B | 39 | 2026-05-31 | → |
| 622 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $451.3M | $10.49B | 30 | 2026-03-31 | → |
| 623 | SNOWWATER INVESTMENT PARTNERS, LLC | 311790 | $450.0M | $1.30B | 3 | 2026-03-31 | → |
| 624 | DISCERENE GROUP LP | 154396 | $446.3M | $2.53B | 11 | 2026-03-31 | → |
| 625 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $445.3M | $29.29B | 32 | 2026-03-31 | → |
| 626 | CH GLOBAL CAPITAL MANAGEMENT, LLC | 283431 | $445.2M | $529.1M | 5 | 2026-03-31 | → |
| 627 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $443.5M | $24.40B | 61 | 2026-03-31 | → |
| 628 | THE PORTFOLIO STRATEGY GROUP, LLC | 166593 | $443.4M | $2.62B | 15 | 2026-03-31 | → |
| 629 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $442.2M | $9.75B | 123 | 2026-03-31 | → |
| 630 | LOOM CAPITAL MANAGEMENT LLC | 174093 | $441.8M | $570.8M | 2 | 2026-03-31 | → |
| 631 | SVB WEALTH LLC | 172832 | $437.6M | $3.10B | 73 | 2026-03-31 | → |
| 632 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $435.2M | $29.01B | 51 | 2026-03-31 | → |
| 633 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $434.7M | $36.41B | 309 | 2026-03-31 | → |
| 634 | ORIX ADVISERS, LLC | 307580 | $434.5M | $9.63B | 372 | 2026-06-30 | → |
| 635 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $432.0M | $13.75B | 797 | 2026-03-31 | → |
| 636 | ALLWORTH FINANCIAL, L.P. | 111167 | $430.2M | $33.55B | 493 | 2026-03-31 | → |
| 637 | FOYSTON, GORDON & PAYNE INC. | 121591 | $429.9M | $5.96B | 46 | 2026-05-31 | → |
| 638 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $428.4M | $144.00B | 1,583 | 2026-05-31 | → |
| 639 | AKRE CAPITAL MANAGEMENT, LLC | 109242 | $427.7M | $11.82B | 12 | 2026-06-30 | → |
| 640 | SIGULER GUFF ADVISERS LLC | 106788 | $427.4M | $18.26B | 130 | 2026-03-31 | → |
| 641 | COHO PARTNERS, LTD. | 111335 | $427.0M | $2.20B | 18 | 2025-03-31 | → |
| 642 | GALAXY DIGITAL CAPITAL MANAGEMENT LP | 293908 | $426.6M | $1.72B | 61 | 2026-04-30 | → |
| 643 | BRADLEY FOSTER & SARGENT INC | 106928 | $426.3M | $9.07B | 61 | 2026-04-30 | → |
| 644 | ETHOS FINANCIAL GROUP, LLC | 321748 | $426.2M | $2.14B | 38 | 2026-03-31 | → |
| 645 | SCHRODER WEALTH MANAGEMENT (US) LIMITED | 289151 | $425.9M | $1.40B | 9 | 2026-04-30 | → |
| 646 | ADVANCED CAPITAL GROUP, INC. | 109673 | $423.8M | $29.99B | 22 | 2026-03-31 | → |
| 647 | CHILTON CAPITAL MANAGEMENT LLC | 104592 | $423.1M | $2.67B | 32 | 2026-03-31 | → |
| 648 | MAREK CAPITAL MANAGEMENT LP | 333745 | $422.4M | $422.4M | 9 | 2026-03-31 | → |
| 649 | KEEL POINT, LLC | 127902 | $416.7M | $4.07B | 92 | 2026-06-30 | → |
| 650 | 40/86 ADVISORS, INC. | 107740 | $412.9M | $30.50B | 84 | 2026-04-30 | → |
| 651 | ALTERNA WEALTH MANAGEMENT, INC. | 146153 | $412.8M | $1.40B | 55 | 2026-03-31 | → |
| 652 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $412.5M | $183.62B | 496 | 2026-03-31 | → |
| 653 | NEXT CAPITAL MANAGEMENT LLC | 110793 | $412.0M | $2.14B | 23 | 2026-01-31 | → |
| 654 | R SQUARED BM LLC | 308920 | $411.9M | $3.35B | 15 | 2026-03-31 | → |
| 655 | SIXTH STREET ADVISERS, LLC | 159014 | $411.1M | $101.61B | 703 | 2026-05-31 | → |
| 656 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $409.4M | $12.22B | 34 | 2026-03-31 | → |
| 657 | CAPITAL WEALTH PLANNING, LLC | 150764 | $408.9M | $17.25B | 30 | 2026-03-31 | → |
| 658 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 110986 | $408.7M | $6.84B | 74 | 2026-06-30 | → |
| 659 | ACADEMY ASSET MANAGEMENT, LLC | 319774 | $408.6M | $1.29B | 13 | 2026-02-28 | → |
| 660 | ANNANDALE CAPITAL, LLC | 136667 | $407.4M | $1.55B | 5 | 2026-03-31 | → |
| 661 | ARIEL INVESTMENTS, LLC | 108211 | $406.5M | $12.78B | 109 | 2026-04-30 | → |
| 662 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | $406.1M | $11.04B | 531 | 2026-03-31 | → |
| 663 | AMERICANA PARTNERS, LLC | 301354 | $405.9M | $9.10B | 86 | 2026-04-30 | → |
| 664 | ARBION LIMITED | 155663 | $404.4M | $2.23B | 32 | 2026-03-31 | → |
| 665 | CERCANO MANAGEMENT LLC | 315897 | $403.2M | $7.28B | 62 | 2026-06-30 | → |
| 666 | RNC CAPITAL MANAGEMENT LLC | 108618 | $402.8M | $5.10B | 63 | 2026-04-30 | → |
| 667 | GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. | 339382 | $400.0M | $400.0M | 1 | 2026-03-31 | → |
| 668 | BRAINVEST WEALTH MANAGEMENT LLC | 289743 | $399.5M | $690.9M | 8 | 2026-04-30 | → |
| 669 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $398.1M | $30.03B | 56 | 2026-05-31 | → |
| 670 | U.S. BANCORP INVESTMENTS, INC. | 17868 | $397.9M | $22.94B | 2,148 | 2026-03-31 | → |
| 671 | FOCUSED WEALTH MANAGEMENT, INC. | 154828 | $396.5M | $2.27B | 19 | 2026-03-31 | → |
| 672 | NFC INVESTMENTS, LLC | 132844 | $395.8M | $2.14B | 9 | 2026-02-28 | → |
| 673 | OXBOW ADVISORS, LLC | 156393 | $395.6M | $2.46B | 13 | 2026-06-30 | → |
| 674 | KBI GLOBAL INVESTORS (NORTH AMERICA) LTD | 113606 | $393.8M | $1.66B | 57 | 2026-03-31 | → |
| 675 | FOSTER GROUP, INC. | 107148 | $393.5M | $4.78B | 93 | 2026-03-31 | → |
| 676 | ALPHA LEONIS PARTNERS, LLC | 314560 | $392.9M | $418.4M | 1 | 2026-03-31 | → |
| 677 | STEELPEAK WEALTH, LLC | 165168 | $392.2M | $4.15B | 84 | 2026-03-31 | → |
| 678 | DWS INTERNATIONAL GMBH | 105075 | $392.0M | $228.87B | 703 | 2026-05-31 | → |
| 679 | GRAND ALLIANCE ASSET MANAGEMENT LTD. | 307801 | $390.9M | $1.81B | 44 | 2025-09-30 | → |
| 680 | IRONVINE CAPITAL PARTNERS, LLC | 168892 | $390.4M | $1.14B | 5 | 2026-05-31 | → |
| 681 | GEOWEALTH MANAGEMENT LLC | 148222 | $389.6M | $17.57B | 88 | 2026-03-31 | → |
| 682 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $388.7M | $4.44B | 52 | 2026-01-31 | → |
| 683 | ORSO PARTNERS, LP | 304196 | $387.5M | $387.5M | 3 | 2026-03-31 | → |
| 684 | OSAIC ADVISORY SERVICES, LLC | 171070 | $386.6M | $15.48B | 2,180 | 2026-06-30 | → |
| 685 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $385.0M | $28.64B | 35 | 2026-03-31 | → |
| 686 | PHRACTION MANAGEMENT LLC | 298633 | $383.1M | $625.5M | 7 | 2026-03-31 | → |
| 687 | BG INVESTMENT SERVICES, INC. | 281716 | $380.5M | $868.5M | 7 | 2026-01-31 | → |
| 688 | WHALEROCK POINT PARTNERS, LLC | 140781 | $380.2M | $1.04B | 6 | 2026-01-31 | → |
| 689 | THE CAPITAL CHART ROOM, LTD | 117980 | $378.7M | $400.9M | 7 | 2026-03-31 | → |
| 690 | REINHART PARTNERS, LLC | 106432 | $377.4M | $2.47B | 16 | 2026-05-31 | → |
| 691 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $376.5M | $5.02B | 43 | 2026-05-31 | → |
| 692 | PLATINUM INVESTMENT MANAGEMENT LIMITED | 159573 | $374.9M | $5.04B | 82 | 2025-10-31 | → |
| 693 | POSTROCK PARTNERS LLC | 328865 | $374.8M | $489.1M | 5 | 2026-05-31 | → |
| 694 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | $373.8M | $20.77B | 3,901 | 2026-04-30 | → |
| 695 | TRUE NORTH ADVISORS, LLC | 116048 | $373.2M | $5.42B | 89 | 2026-03-31 | → |
| 696 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $373.0M | $8.76B | 141 | 2026-03-31 | → |
| 697 | TERRA REIT ADVISORS, LLC | 290571 | $372.7M | $1.44B | 30 | 2026-03-31 | → |
| 698 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | $372.3M | $2.65B | 15 | 2026-03-31 | → |
| 699 | MIDOCEAN CREDIT FUND MANAGEMENT, L.P. | 151578 | $371.0M | $8.46B | 45 | 2026-03-31 | → |
| 700 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | 332278 | $370.9M | $4.60B | 5 | 2026-03-31 | → |
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