Research Report · 2026-06-30
Top Registered Investment Advisers for Government Entities
SEC-registered investment advisers ranked by reported assets from state, municipal, and government clients.
Firms
1,000
Total AUM
$86.89T
Median AUM
$7.28B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Government Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 701 | SCOUT INVESTMENTS, INC. | 111787 | $186.3M | $36.57B | 53 | 2026-05-31 | → |
| 702 | ROCKEFELLER & CO. LLC | 294197 | $184.7M | $36.76B | 602 | 2026-03-31 | → |
| 703 | SMITH ASSET MANAGEMENT GROUP LP | 106301 | $182.2M | $182.2M | 13 | 2026-03-31 | → |
| 704 | SWIFT CREEK REAL ESTATE PARTNERS LLC | 329614 | $180.8M | $1.74B | 13 | 2026-06-30 | → |
| 705 | NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC | 130132 | $178.9M | $572.6M | 4 | 2026-03-31 | → |
| 706 | RADCLIFFE CAPITAL MANAGEMENT, L.P. | 136028 | $178.7M | $5.14B | 22 | 2026-03-31 | → |
| 707 | PERFORMANCE EQUITY MANAGEMENT, LLC | 110207 | $178.2M | $9.41B | 36 | 2026-03-31 | → |
| 708 | SWS CAPITAL MANAGEMENT, LLC | 119043 | $178.2M | $413.1M | 10 | 2026-03-31 | → |
| 709 | THE WESTCHESTER GROUP, LLC | 288959 | $177.6M | $187.9M | 2 | 2026-03-31 | → |
| 710 | MSH CAPITAL ADVISORS LLC | 157835 | $176.4M | $1.35B | 35 | 2026-04-30 | → |
| 711 | STUDIO INVESTMENT MANAGEMENT, LLC | 158489 | $176.1M | $903.0M | 9 | 2026-03-31 | → |
| 712 | DUNDAS PARTNERS LLP | 197522 | $175.8M | $2.36B | 14 | 2026-06-30 | → |
| 713 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $174.5M | $21.02B | 95 | 2026-03-31 | → |
| 714 | LOGICA CAPITAL ADVISERS, LLC | 168906 | $174.4M | $304.6M | 9 | 2026-05-31 | → |
| 715 | LJI WEALTH MANAGEMENT, LLC | 145399 | $173.5M | $1.37B | 13 | 2026-03-31 | → |
| 716 | CKC CAPITAL LLC | 168967 | $172.1M | $843.7M | 9 | 2026-03-31 | → |
| 717 | ASCO FINANCIAL GROUP, INC. | 124395 | $170.7M | $173.2M | 2 | 2026-03-31 | → |
| 718 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | 133243 | $169.5M | $929.4M | 8 | 2026-03-31 | → |
| 719 | JOHNSON WEALTH INC. | 125557 | $167.3M | $10.35B | 142 | 2026-03-31 | → |
| 720 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $166.2M | $29.73B | 137 | 2026-05-31 | → |
| 721 | BANK OF HAWAII | 112324 | $165.7M | $1.25B | 34 | 2026-03-31 | → |
| 722 | STOCKMAN WEALTH MANAGEMENT, INC. | 122166 | $165.5M | $5.24B | 30 | 2026-05-31 | → |
| 723 | FIDUCIARY MANAGEMENT, INC. | 109149 | $163.5M | $11.36B | 25 | 2026-06-30 | → |
| 724 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $162.4M | $9.14B | 54 | 2026-03-31 | → |
| 725 | LEEWARD INVESTMENTS, LLC | 312557 | $162.3M | $2.87B | 14 | 2026-03-31 | → |
| 726 | GARNETT ADVISORS, LLC | 289930 | $162.1M | $265.7M | 2 | 2026-03-31 | → |
| 727 | CAPITAL GAINS INC | 111717 | $161.3M | $166.6M | 3 | 2026-01-31 | → |
| 728 | ZAZOVE ASSOCIATES LLC | 104751 | $159.4M | $1.97B | 21 | 2026-04-30 | → |
| 729 | BOSTON TRUST WALDEN INC. | 111266 | $158.9M | $4.58B | 32 | 2026-03-31 | → |
| 730 | DENDUR CAPITAL LP | 300823 | $158.5M | $1.46B | 9 | 2026-03-31 | → |
| 731 | F.N.B. INVESTMENT ADVISORS INC | 109515 | $156.7M | $6.70B | 44 | 2025-03-31 | → |
| 732 | BOND TECH INC | 105979 | $156.6M | $221.6M | 2 | 2026-04-30 | → |
| 733 | MOODY ALDRICH PARTNERS, LLC | 106920 | $155.4M | $864.3M | 14 | 2026-05-31 | → |
| 734 | ANCHORAGE CAPITAL GROUP, L.L.C. | 135657 | $155.2M | $3.71B | 93 | 2026-03-31 | → |
| 735 | MIDWEST CAPITAL ADVISORS, LLC | 125389 | $155.1M | $1.36B | 11 | 2026-05-31 | → |
| 736 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $154.5M | $11.58B | 64 | 2026-03-31 | → |
| 737 | KERUSSO CAPITAL MANAGEMENT, LLC | 316352 | $154.4M | $222.4M | 3 | 2026-03-31 | → |
| 738 | MAYTECH GLOBAL INVESTMENTS, LLC | 285985 | $154.2M | $895.1M | 12 | 2026-03-31 | → |
| 739 | FUND EVALUATION GROUP, LLC | 121658 | $154.2M | $23.86B | 136 | 2026-03-31 | → |
| 740 | NEW SILK ROAD INVESTMENT PTE LTD | 159764 | $153.3M | $615.1M | 15 | 2025-03-31 | → |
| 741 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $151.3M | $324.65B | 714 | 2026-05-31 | → |
| 742 | GLOBAL EVOLUTION USA, LLC | 161677 | $151.1M | $1.19B | 24 | 2026-06-30 | → |
| 743 | FOCUSED ALPHA, LLC | 310591 | $150.6M | $663.9M | 8 | 2026-03-31 | → |
| 744 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $150.3M | $23.32B | 47 | 2026-03-31 | → |
| 745 | JFS WEALTH ADVISORS, LLC | 145051 | $149.9M | $4.01B | 86 | 2026-03-31 | → |
| 746 | BUCHANAN STREET PARTNERS, L.P. | 169052 | $149.0M | $1.61B | 29 | 2026-03-31 | → |
| 747 | SANFORD C. BERNSTEIN & CO., LLC | 104474 | $149.0M | $1.22B | 0 | 2026-03-31 | → |
| 748 | WALL CAPITAL GROUP, INC. | 105913 | $147.7M | $294.7M | 5 | 2026-04-30 | → |
| 749 | TB ALTERNATIVE ASSETS LTD. | 162014 | $146.8M | $708.2M | 14 | 2026-03-31 | → |
| 750 | THREE BEARINGS FIDUCIARY ADVISORS, INC. | 283926 | $146.1M | $350.7M | 4 | 2026-03-31 | → |
| 751 | SANDERS CAPITAL, LLC | 151480 | $145.9M | $122.18B | 26 | 2026-03-31 | → |
| 752 | ADDISON CAPITAL, LLC | 144853 | $145.8M | $1.12B | 4 | 2026-03-31 | → |
| 753 | MANAGED ASSET PORTFOLIOS, LLC | 109574 | $145.8M | $1.27B | 22 | 2026-03-31 | → |
| 754 | TRINETRA INVESTMENT MANAGEMENT LLP | 306433 | $145.3M | $241.1M | 8 | 2025-11-30 | → |
| 755 | ANCHOR CAPITAL ADVISORS LLC | 105540 | $143.6M | $2.37B | 42 | 2026-03-31 | → |
| 756 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $142.7M | $5.20B | 31 | 2025-12-31 | → |
| 757 | EAST END FINANCIAL GROUP, INC. | 110584 | $141.1M | $689.2M | 12 | 2026-02-28 | → |
| 758 | AMERICAN ASSETS CAPITAL ADVISERS, LLC | 168805 | $140.0M | $327.3M | 6 | 2025-03-31 | → |
| 759 | BOLDHAVEN MANAGEMENT LLP | 304300 | $135.8M | $1.97B | 12 | 2026-06-30 | → |
| 760 | MILLER FINANCIAL SERVICES LLC | 143788 | $135.8M | $462.9M | 3 | 2026-03-31 | → |
| 761 | ATLANTIC UNION MUNICIPAL ADVISORS, INC | 329425 | $134.3M | $134.3M | 4 | 2026-05-31 | → |
| 762 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $133.7M | $40.25B | 193 | 2026-04-30 | → |
| 763 | CRAWFORD FUND MANAGEMENT, LLC | 158659 | $129.5M | $356.1M | 4 | 2026-03-31 | → |
| 764 | EMERGENT FINANCIAL SERVICES, LLC. | 288434 | $127.4M | $195.2M | 5 | 2026-03-31 | → |
| 765 | KEEL POINT, LLC | 127902 | $127.3M | $4.07B | 92 | 2026-06-30 | → |
| 766 | AON INVESTMENTS USA INC. | 105596 | $127.1M | $150.99B | 255 | 2026-03-31 | → |
| 767 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $126.7M | $22.04B | 133 | 2026-03-31 | → |
| 768 | SJS INVESTMENT CONSULTING INC | 107219 | $124.2M | $2.94B | 25 | 2026-06-30 | → |
| 769 | PACIFIC INCOME ADVISERS INC | 104719 | $123.0M | $2.25B | 14 | 2026-06-30 | → |
| 770 | HEARD CAPITAL LLC | 297176 | $121.2M | $2.40B | 10 | 2026-04-30 | → |
| 771 | AMERICAN BEACON ADVISORS, INC. | 105552 | $120.4M | $59.93B | 121 | 2026-03-31 | → |
| 772 | COASTAL BRIDGE ADVISORS, LLC | 152569 | $119.8M | $5.02B | 46 | 2026-03-31 | → |
| 773 | CEETO CAPITAL GROUP, LLC | 286538 | $117.0M | $531.4M | 4 | 2026-03-31 | → |
| 774 | SKY HARBOR CAPITAL MANAGEMENT, LLC | 159020 | $116.5M | $3.88B | 19 | 2025-03-31 | → |
| 775 | VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC | 287809 | $114.5M | $143.9M | 4 | 2026-03-31 | → |
| 776 | FULL SAIL CAPITAL, LLC | 291368 | $112.8M | $2.03B | 15 | 2025-06-30 | → |
| 777 | CETERA INVESTMENT ADVISERS LLC | 105644 | $112.5M | $256.81B | 10,251 | 2026-06-30 | → |
| 778 | F/M INVESTMENTS LLC | 304405 | $112.3M | $17.74B | 83 | 2026-03-31 | → |
| 779 | MERIDIAN MANAGEMENT CO | 110216 | $111.4M | $861.6M | 6 | 2026-03-31 | → |
| 780 | QUEST INVESTMENT MANAGEMENT, LLC | 110640 | $111.2M | $1.71B | 9 | 2026-03-31 | → |
| 781 | FIDUCIARY ADVISORS, INC. | 108239 | $110.3M | $2.10B | 4 | 2026-03-31 | → |
| 782 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $108.3M | $40.18B | 130 | 2026-03-31 | → |
| 783 | HARBOUR INVESTMENTS, INC. | 19258 | $107.6M | $9.60B | 232 | 2026-06-30 | → |
| 784 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $107.5M | $86.27B | 690 | 2025-01-31 | → |
| 785 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | 157998 | $106.9M | $791.8M | 9 | 2026-03-31 | → |
| 786 | LONE PEAK GLOBAL INVESTORS, LLC | 153956 | $106.3M | $598.4M | 10 | 2026-03-31 | → |
| 787 | ASSET VALUE INVESTORS LIMITED | 137779 | $106.3M | $2.28B | 23 | 2025-12-31 | → |
| 788 | MANTEIO SCALABLE TECHNOLOGIES LLC | 333019 | $106.3M | $582.5M | 13 | 2026-03-31 | → |
| 789 | VERUS ADVISORY, INC. | 110565 | $106.3M | $19.43B | 87 | 2026-03-31 | → |
| 790 | POPULAR ASSET MANAGEMENT LLC | 313653 | $106.2M | $3.71B | 15 | 2026-06-30 | → |
| 791 | DISTILLATE CAPITAL PARTNERS LLC | 297521 | $105.1M | $2.11B | 4 | 2026-02-28 | → |
| 792 | T. ROWE PRICE JAPAN, INC. | 290585 | $104.3M | $24.07B | 80 | 2026-03-31 | → |
| 793 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | $104.2M | $5.61B | 26 | 2026-04-30 | → |
| 794 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $104.0M | $614.93B | 532 | 2026-06-30 | → |
| 795 | SIMCOE CAPITAL, LLC | 121505 | $103.9M | $109.4M | 4 | 2026-05-31 | → |
| 796 | MARCO INVESTMENT MANAGEMENT LLC | 108170 | $103.8M | $1.77B | 10 | 2026-06-30 | → |
| 797 | TRINITY CAPITAL INVESTORS | 110798 | $103.0M | $458.3M | 2 | 2026-03-31 | → |
| 798 | WINDMARK INVESTMENT PARTNERS, INC. | 131880 | $101.6M | $233.3M | 14 | 2026-03-31 | → |
| 799 | BELL ASSET MANAGEMENT LIMITED | 146144 | $100.9M | $2.18B | 30 | 2026-03-31 | → |
| 800 | ARVEST INVESTMENTS, INC. | 42057 | $100.1M | $3.44B | 238 | 2026-03-31 | → |
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