Research Report · 2026-06-30
Top Registered Investment Advisers Serving Other Investment Advisers
SEC-registered investment advisers ranked by reported assets from other investment adviser clients.
Firms
873
Total AUM
$41.56T
Median AUM
$1.78B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Other Adviser Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | OUTCOME DRIVEN STRATEGIES, LLC | 311398 | $360.4M | $360.4M | 10 | 2026-03-31 | → |
| 302 | MAREN CAPITAL LLC | 319626 | $350.5M | $2.08B | 6 | 2026-04-30 | → |
| 303 | WEALTHSPRING CAPITAL LLC | 301040 | $348.4M | $515.0M | 5 | 2026-06-30 | → |
| 304 | URBAN INVESTMENT ADVISORS, INC., | 222524 | $346.7M | $2.45B | 3 | 2026-06-30 | → |
| 305 | EDGE FOCUS CAPITAL MANAGEMENT, LLC | 309884 | $342.4M | $451.3M | 22 | 2026-03-31 | → |
| 306 | LUNT CAPITAL MANAGEMENT INC. | 125183 | $340.4M | $601.5M | 7 | 2026-03-31 | → |
| 307 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $335.4M | $21.08B | 54 | 2026-04-30 | → |
| 308 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $333.2M | $240.66B | 588 | 2026-03-31 | → |
| 309 | NEST EGG ETFS, LLC | 332971 | $332.3M | $517.3M | 3 | 2026-03-31 | → |
| 310 | MTC WEALTH MANAGEMENT LLC | 305308 | $329.0M | $329.0M | 16 | 2026-03-31 | → |
| 311 | SUMMIT HOUSE CAPITAL MANAGEMENT, LLC | 306823 | $326.9M | $518.7M | 9 | 2026-04-30 | → |
| 312 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $320.7M | $65.60B | 388 | 2026-04-30 | → |
| 313 | TD PRIVATE CLIENT WEALTH LLC | 164484 | $318.6M | $8.57B | 671 | 2026-06-30 | → |
| 314 | POLEN CAPITAL CREDIT, LLC | 108468 | $317.9M | $6.13B | 46 | 2026-05-31 | → |
| 315 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 166616 | $309.4M | $409.9M | 7 | 2026-03-31 | → |
| 316 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $307.4M | $12.82B | 39 | 2026-03-31 | → |
| 317 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $306.5M | $40.94B | 278 | 2026-03-31 | → |
| 318 | EAGLEBROOK ADVISORS, INC. | 304438 | $305.2M | $342.0M | 22 | 2026-03-31 | → |
| 319 | CW ADVISORS, LLC | 310873 | $303.6M | $15.22B | 152 | 2026-05-31 | → |
| 320 | SOLOMON API LLC | 159471 | $302.3M | $389.0M | 3 | 2026-06-30 | → |
| 321 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $301.6M | $25.39B | 204 | 2026-06-30 | → |
| 322 | GALVANIZE CLIMATE SOLUTIONS LLC | 316994 | $300.0M | $6.98B | 73 | 2026-04-30 | → |
| 323 | INDAGO CAPITAL LLC | 330343 | $300.0M | $555.9M | 12 | 2026-05-31 | → |
| 324 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $299.4M | $5.02B | 43 | 2026-05-31 | → |
| 325 | GENESIA INVESTMENTS LLC | 329661 | $299.1M | $299.1M | 1 | 2026-02-28 | → |
| 326 | CC MANAGEMENT GP, LLC | 168693 | $298.7M | $1.39B | 17 | 2026-03-31 | → |
| 327 | SEABIRD FINANCIAL CORPORATION | 284125 | $296.9M | $419.1M | 6 | 2026-04-30 | → |
| 328 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $293.3M | $12.27B | 48 | 2025-12-31 | → |
| 329 | ALLEGIANT REAL ESTATE CAPITAL, LP | 285525 | $289.6M | $326.0M | 2 | 2025-10-31 | → |
| 330 | PURSELL MANAGEMENT CO. LLC | 302011 | $287.0M | $354.0M | 4 | 2026-03-31 | → |
| 331 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC | 158165 | $285.6M | $6.31B | 62 | 2026-03-31 | → |
| 332 | SEELAUS ASSET MANAGEMENT, LLC | 149582 | $283.9M | $1.70B | 29 | 2026-03-31 | → |
| 333 | SMITH W B & CO INC | 105917 | $280.2M | $323.6M | 1 | 2026-03-31 | → |
| 334 | CAP SIX ADVISORS LLC | 325164 | $278.6M | $340.8M | 5 | 2026-03-31 | → |
| 335 | ELEMENTUM ADVISORS, LLC | 151635 | $277.4M | $4.48B | 39 | 2026-03-31 | → |
| 336 | QUANTUM CAPITAL MANAGEMENT, LLC | 111083 | $277.1M | $1.00B | 4 | 2026-03-31 | → |
| 337 | LEGACY INVESTMENT SOLUTIONS, LLC | 322695 | $277.1M | $283.7M | 18 | 2026-04-30 | → |
| 338 | DWS INTERNATIONAL GMBH | 105075 | $269.0M | $228.87B | 703 | 2026-05-31 | → |
| 339 | LANDSCAPE CAPITAL MANAGEMENT LLC | 165336 | $265.4M | $3.03B | 10 | 2026-03-31 | → |
| 340 | IH2 ADVISORS & COMPANY | 325788 | $265.3M | $265.3M | 3 | 2026-04-30 | → |
| 341 | INGALLS & SNYDER LLC | 2288 | $264.1M | $7.83B | 92 | 2025-12-31 | → |
| 342 | GLOBEFLEX CAPITAL LP | 106417 | $263.9M | $4.60B | 26 | 2026-03-31 | → |
| 343 | TACTIVE ADVISORS, LLC | 309311 | $263.6M | $619.0M | 15 | 2026-06-30 | → |
| 344 | AUSBIL INVESTMENT MANAGEMENT LIMITED | 289468 | $263.4M | $14.35B | 72 | 2026-03-31 | → |
| 345 | BC PARTNERS ADVISORS L.P. | 288495 | $262.9M | $6.69B | 120 | 2026-03-31 | → |
| 346 | NOVAPOINT CAPITAL LLC | 173663 | $259.4M | $536.2M | 6 | 2026-03-31 | → |
| 347 | PROALTUS USA INC. | 310955 | $259.0M | $604.9M | 14 | 2026-02-28 | → |
| 348 | KELLOGG ASSET MANAGEMENT, LLC | 150031 | $254.0M | $2.86B | 9 | 2026-03-31 | → |
| 349 | TWO PRIME INC. | 316015 | $251.8M | $416.5M | 11 | 2026-04-30 | → |
| 350 | VALIDUS GROWTH INVESTORS, LLC | 166575 | $250.9M | $352.9M | 4 | 2026-06-30 | → |
| 351 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $250.9M | $85.67B | 367 | 2026-04-30 | → |
| 352 | FRANKLIN MANAGED OPTIONS STRATEGIES, LLC | 325732 | $249.8M | $972.5M | 12 | 2025-12-31 | → |
| 353 | CATALIO CAPITAL MANAGEMENT, LP | 310374 | $249.6M | $2.18B | 30 | 2026-03-31 | → |
| 354 | TC43 LLC | 329373 | $249.4M | $290.1M | 11 | 2025-06-30 | → |
| 355 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | 135635 | $249.3M | $921.5M | 6 | 2026-04-30 | → |
| 356 | RESOURCE MANAGEMENT SERVICE, LLC | 130791 | $247.3M | $5.92B | 149 | 2026-03-31 | → |
| 357 | STAFFORD CAPITAL PARTNERS LIMITED | 168133 | $246.5M | $6.75B | 43 | 2026-03-31 | → |
| 358 | JULEX CAPITAL MANAGEMENT, LLC | 166053 | $245.2M | $246.7M | 3 | 2026-02-28 | → |
| 359 | CORIENT PRIVATE WEALTH LLC | 319448 | $244.8M | $165.25B | 1,537 | 2026-03-31 | → |
| 360 | VICTORIA CAPITAL MANAGEMENT, INC. | 107665 | $244.3M | $305.5M | 3 | 2026-03-31 | → |
| 361 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC | 323718 | $242.8M | $242.8M | 17 | 2025-09-30 | → |
| 362 | METEORA CAPITAL, LLC | 313378 | $241.6M | $1.54B | 16 | 2026-03-31 | → |
| 363 | FORA CAPITAL, LLC | 295393 | $238.4M | $1.67B | 8 | 2026-03-31 | → |
| 364 | LAURUS GLOBAL EQUITY MANAGEMENT INC. | 317604 | $236.2M | $332.7M | 7 | 2026-03-31 | → |
| 365 | ARES MANAGEMENT LLC | 130074 | $235.6M | $458.82B | 3,990 | 2026-05-31 | → |
| 366 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $232.3M | $81.09B | 569 | 2026-03-31 | → |
| 367 | ALTRAVUE CAPITAL, LLC | 283260 | $232.3M | $1.41B | 4 | 2026-01-31 | → |
| 368 | GUARDIAN CAPITAL LP | 105078 | $228.9M | $10.68B | 90 | 2026-03-31 | → |
| 369 | BNY MELLON ADVISORS, INC. | 106108 | $223.3M | $33.48B | 66 | 2026-05-31 | → |
| 370 | SQUARE ADVISORS, LLC | 160578 | $216.7M | $295.5M | 1 | 2026-03-31 | → |
| 371 | BLACKROCK ADVISORS, LLC | 106614 | $215.7M | $1.10T | 146 | 2026-05-31 | → |
| 372 | CRESCENT CAPITAL GROUP LP | 153966 | $214.8M | $49.71B | 239 | 2026-05-31 | → |
| 373 | 724 ASSET MANAGEMENT, LLC | 318169 | $213.4M | $213.4M | 2 | 2026-03-31 | → |
| 374 | HUDSON STRUCTURED CAPITAL MANAGEMENT LTD. | 282919 | $212.9M | $4.03B | 38 | 2026-03-31 | → |
| 375 | QUARTZ PARTNERS, LLC | 174327 | $212.4M | $611.9M | 26 | 2026-06-30 | → |
| 376 | RGM CAPITAL, LLC | 136634 | $211.8M | $2.60B | 7 | 2026-03-31 | → |
| 377 | CORECOMMODITY MANAGEMENT, LLC | 135810 | $208.9M | $2.41B | 30 | 2026-03-31 | → |
| 378 | MARINER, LLC | 140195 | $205.2M | $125.41B | 1,889 | 2026-03-31 | → |
| 379 | HARMONT FIXED INCOME, LLC | 321151 | $202.8M | $202.8M | 1 | 2026-03-31 | → |
| 380 | TOWNSEND HOLDINGS LLC | 160006 | $202.7M | $19.64B | 110 | 2026-03-31 | → |
| 381 | LIQUID STRATEGIES, LLC | 170107 | $202.0M | $1.45B | 13 | 2026-03-31 | → |
| 382 | RAREVIEW CAPITAL LLC | 284474 | $200.9M | $537.5M | 8 | 2026-03-31 | → |
| 383 | ALPHASTAR CAPITAL MANAGEMENT, LLC | 157423 | $200.8M | $2.50B | 150 | 2026-05-31 | → |
| 384 | AI ALPHA LLC | 334908 | $200.0M | $200.0M | 3 | 2026-04-30 | → |
| 385 | MAVERICK CAPITAL LTD | 108262 | $196.2M | $15.85B | 98 | 2026-03-31 | → |
| 386 | MATRIX ASSET ADVISORS INC | 107408 | $195.6M | $1.40B | 12 | 2026-03-31 | → |
| 387 | XY INVESTMENT SOLUTIONS, LLC | 285967 | $194.3M | $881.5M | 65 | 2026-06-30 | → |
| 388 | HARDING LOEVNER LP | 104543 | $194.0M | $32.06B | 104 | 2026-03-31 | → |
| 389 | ALKEN ASSET MANAGEMENT LTD | 329119 | $192.9M | $3.80B | 21 | 2026-06-30 | → |
| 390 | CHECCHI CAPITAL ADVISERS, LLC | 143478 | $191.8M | $2.59B | 29 | 2026-03-31 | → |
| 391 | SIMON QUICK ADVISORS, LLC | 132330 | $191.2M | $9.01B | 97 | 2026-03-31 | → |
| 392 | MAGARIAN CAPITAL MANAGEMENT, LLC | 341292 | $190.1M | $259.7M | 6 | 2026-03-31 | → |
| 393 | METIER CAPITAL, LLC | 329009 | $188.3M | $188.3M | 2 | 2026-03-31 | → |
| 394 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | $188.2M | $7.51B | 69 | 2026-04-30 | → |
| 395 | HORIZON INVESTMENTS LLC | 109552 | $186.7M | $8.47B | 76 | 2026-03-31 | → |
| 396 | VERITY ASSET MANAGEMENT, INC. | 158667 | $185.8M | $1.15B | 77 | 2026-06-30 | → |
| 397 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $185.5M | $5.48B | 21 | 2026-03-31 | → |
| 398 | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | 173995 | $185.1M | $2.67B | 37 | 2026-03-31 | → |
| 399 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $181.9M | $3.44B | 13 | 2026-03-31 | → |
| 400 | ARIN RISK ADVISORS LLC | 151491 | $180.8M | $10.19B | 11 | 2026-03-31 | → |
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