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 | |
|---|---|---|---|---|---|---|---|
| 401 | STRATEGIC EQUITY MANAGEMENT, INC. | 112142 | $180.1M | $933.5M | 11 | 2026-03-31 | → |
| 402 | CORNERSTONE SELECT ADVISORS, LLC | 144044 | $179.3M | $315.3M | 4 | 2026-04-30 | → |
| 403 | SILVER HEIGHTS CAPITAL MANAGEMENT INC. | 284757 | $177.7M | $727.1M | 11 | 2026-03-31 | → |
| 404 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | 336317 | $176.4M | $176.4M | 1 | 2026-06-30 | → |
| 405 | CORBETT ROAD CAPITAL MANAGEMENT, LLC | 305063 | $176.3M | $176.3M | 5 | 2026-06-30 | → |
| 406 | CONGRUENCE CAPITAL, LLC | 328559 | $175.3M | $333.5M | 4 | 2026-04-30 | → |
| 407 | PRESTIGE WEALTH SERVICES GROUP, INC. | 166641 | $175.2M | $175.2M | 4 | 2026-03-31 | → |
| 408 | ROBERTS, GLORE & CO. | 109792 | $173.3M | $938.4M | 7 | 2026-03-31 | → |
| 409 | DUNDAS PARTNERS LLP | 197522 | $167.6M | $2.36B | 14 | 2026-06-30 | → |
| 410 | BRIDGES CAPITAL LLC | 297718 | $161.9M | $251.6M | 1 | 2026-01-31 | → |
| 411 | PLATINUM EQUITY ADVISORS, LLC | 161491 | $161.4M | $47.72B | 253 | 2026-05-31 | → |
| 412 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | $161.2M | $1.71B | 21 | 2026-03-31 | → |
| 413 | WILLOW TREE CREDIT PARTNERS LP | 287810 | $159.7M | $2.80B | 21 | 2026-03-31 | → |
| 414 | DME CAPITAL MANAGEMENT, LP | 157081 | $157.6M | $4.80B | 29 | 2026-05-31 | → |
| 415 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $155.7M | $52.10B | 562 | 2026-05-31 | → |
| 416 | LITTLE RIVER CAPITAL PARTNERS, LP. | 331057 | $155.7M | $160.1M | 8 | 2026-05-31 | → |
| 417 | CLEAR BROOK ADVISORS, INC. | 132045 | $153.4M | $817.8M | 6 | 2026-03-31 | → |
| 418 | 11 CAPITAL PARTNERS LP | 306165 | $150.7M | $503.5M | 5 | 2026-03-31 | → |
| 419 | VIVALDI CAPITAL MANAGEMENT LP | 160150 | $150.3M | $5.64B | 68 | 2026-04-30 | → |
| 420 | FORTIS ADVISORS, LLC | 164498 | $150.2M | $584.3M | 5 | 2026-03-31 | → |
| 421 | A SMARTER WAY TO INVEST, INC. | 166170 | $150.0M | $150.0M | 7 | 2026-03-31 | → |
| 422 | PAN GLOBAL ADVISERS, LLC | 301863 | $148.3M | $270.5M | 3 | 2026-03-31 | → |
| 423 | CONVEXITAS, LLC | 315145 | $147.6M | $151.3M | 4 | 2026-03-31 | → |
| 424 | PROTIUM CAPITAL LIMITED | 335585 | $147.0M | $427.0M | 10 | 2026-03-31 | → |
| 425 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | $146.2M | $1.90B | 19 | 2026-04-30 | → |
| 426 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 122020 | $143.5M | $6.17B | 20 | 2026-03-31 | → |
| 427 | BCG SECURITIES, INC. | 70 | $141.9M | $894.2M | 55 | 2026-05-31 | → |
| 428 | LIBREMAX CAPITAL, LLC | 155486 | $141.7M | $13.87B | 74 | 2026-03-31 | → |
| 429 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $140.9M | $69.23B | 186 | 2026-03-31 | → |
| 430 | WYNWOOD CAPITAL, LLC | 284493 | $138.7M | $138.7M | 1 | 2026-03-31 | → |
| 431 | NORTHCOAST ASSET MANAGEMENT LLC | 282241 | $138.4M | $4.97B | 45 | 2026-06-30 | → |
| 432 | NYMBUS CAPITAL INC. | 298214 | $137.9M | $751.5M | 12 | 2026-01-31 | → |
| 433 | MERITAGE PORTFOLIO MANAGEMENT, INC. | 107177 | $137.2M | $2.42B | 18 | 2026-02-28 | → |
| 434 | JORDAN PARK GROUP LLC | 287755 | $135.7M | $23.26B | 153 | 2026-06-30 | → |
| 435 | SUMMA CORP. | 113091 | $132.5M | $587.2M | 2 | 2026-05-31 | → |
| 436 | LMCG INVESTMENTS, LLC | 149936 | $132.5M | $6.83B | 46 | 2026-04-30 | → |
| 437 | CRESTLINE MANAGEMENT, L.P. | 122711 | $131.8M | $22.51B | 195 | 2026-03-31 | → |
| 438 | FINANCIAL & TAX ARCHITECTS, LLC | 119169 | $131.3M | $506.2M | 71 | 2026-06-30 | → |
| 439 | OAK THISTLE LLC | 299086 | $131.0M | $1.55B | 11 | 2026-05-31 | → |
| 440 | TIMBER POINT CAPITAL MANAGEMENT LLC | 307366 | $130.2M | $188.3M | 4 | 2026-03-31 | → |
| 441 | IMPAX ASSET MANAGEMENT LLC | 114335 | $128.4M | $8.94B | 93 | 2025-12-31 | → |
| 442 | KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286032 | $127.8M | $4.70B | 9 | 2026-06-30 | → |
| 443 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $127.6M | $7.62B | 42 | 2026-03-31 | → |
| 444 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $125.1M | $13.70B | 100 | 2026-03-31 | → |
| 445 | EAST BEACH ASSET MANAGEMENT, LLC | 310563 | $125.0M | $125.0M | 3 | 2026-04-30 | → |
| 446 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | $124.6M | $11.12B | 67 | 2026-03-31 | → |
| 447 | ALPHABOND LLC | 336339 | $122.6M | $122.6M | 3 | 2026-03-31 | → |
| 448 | BERNARDI ASSET MANAGEMENT, LLC | 120110 | $121.2M | $331.0M | 22 | 2025-11-30 | → |
| 449 | ALPHA DNA INVESTMENT MANAGEMENT LLC | 288198 | $121.2M | $194.7M | 4 | 2026-03-31 | → |
| 450 | NORTHEAST FINANCIAL GROUP, INC. | 122609 | $121.1M | $1.44B | 1 | 2026-03-31 | → |
| 451 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 170746 | $119.7M | $7.22B | 24 | 2026-05-31 | → |
| 452 | ADVANTAGE INVESTING, INC. | 116059 | $119.1M | $138.9M | 2 | 2026-02-28 | → |
| 453 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $119.1M | $199.66B | 452 | 2026-05-31 | → |
| 454 | RAHLFS CAPITAL, LLC | 127425 | $118.4M | $271.6M | 2 | 2026-03-31 | → |
| 455 | SAVVY LABS INC | 322453 | $118.3M | $118.9M | 14 | 2026-03-31 | → |
| 456 | KKM FINANCIAL LLC | 165136 | $117.1M | $733.9M | 5 | 2026-03-31 | → |
| 457 | TANNIN CAPITAL, LLC | 304238 | $117.0M | $824.9M | 7 | 2026-03-31 | → |
| 458 | PRESIMA SECURITIES ULC | 323382 | $116.6M | $685.2M | 14 | 2025-06-30 | → |
| 459 | RISK PARADIGM GROUP, LLC | 155870 | $115.6M | $115.6M | 7 | 2026-03-31 | → |
| 460 | AURORA INVESTMENT COUNSEL | 107460 | $115.4M | $252.7M | 3 | 2026-03-31 | → |
| 461 | SAPPHIRE STAR CAPITAL LLC | 226665 | $115.0M | $142.2M | 2 | 2026-03-31 | → |
| 462 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | 165355 | $113.3M | $128.2M | 3 | 2026-02-28 | → |
| 463 | PENCE CAPITAL MANAGEMENT, LLC | 281739 | $110.9M | $1.54B | 14 | 2026-03-31 | → |
| 464 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $110.8M | $42.59B | 52 | 2025-12-31 | → |
| 465 | SCOTIA PARTNERS, LLC | 140568 | $110.7M | $110.7M | 3 | 2026-06-30 | → |
| 466 | THOMPSON CAPITAL MANAGEMENT, LLC | 300993 | $109.9M | $200.1M | 3 | 2026-02-28 | → |
| 467 | MANITOU INVESTMENT MANAGEMENT LTD. | 319213 | $109.6M | $2.42B | 21 | 2026-03-31 | → |
| 468 | JASPER CAPITAL HONG KONG LIMITED | 306114 | $108.6M | $118.5M | 6 | 2026-03-31 | → |
| 469 | APPLIED QUANTITATIVE INVESTMENTS LLC | 339159 | $107.9M | $107.9M | 11 | 2026-06-30 | → |
| 470 | CF CAPITAL LLC | 325287 | $107.0M | $195.6M | 3 | 2026-04-30 | → |
| 471 | RIHO PARTNERS, LLC | 289840 | $106.7M | $182.2M | 1 | 2026-03-31 | → |
| 472 | TENSOR EDGE CAPITAL, LLC | 335633 | $104.1M | $584.8M | 9 | 2026-05-31 | → |
| 473 | RIVERWATER PARTNERS LLC | 283540 | $104.0M | $660.9M | 11 | 2026-06-30 | → |
| 474 | HAZELVIEW SECURITIES (US) LLC | 174811 | $102.4M | $276.3M | 15 | 2026-03-31 | → |
| 475 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $102.3M | $386.88B | 728 | 2026-03-31 | → |
| 476 | FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC | 314171 | $102.2M | $147.7M | 7 | 2026-05-31 | → |
| 477 | ADVISOR SHARE WEALTH MANAGEMENT, LLC | 307997 | $102.1M | $376.9M | 47 | 2026-03-31 | → |
| 478 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | 156290 | $100.0M | $1.25B | 12 | 2026-04-30 | → |
| 479 | PENSO ADVISORS, LLC | 158297 | $100.0M | $1.06B | 10 | 2026-03-31 | → |
| 480 | DRC INVESTMENT ADVISORS, LLC | 332680 | $100.0M | $391.0M | 4 | 2026-01-31 | → |
| 481 | KELLY PARK INVESTMENT LLC | 299882 | $100.0M | $241.5M | 7 | 2026-04-30 | → |
| 482 | SHP WEALTH MANAGEMENT, LLC | 174697 | $98.6M | $1.92B | 52 | 2026-06-30 | → |
| 483 | BLUE SKY ASSET MANAGEMENT, LLC | 167686 | $98.6M | $98.6M | 1 | 2026-03-31 | → |
| 484 | BALANZ ADVISORS LLC | 322263 | $98.2M | $152.6M | 11 | 2026-04-30 | → |
| 485 | MONARCH ALTERNATIVE CAPITAL LP | 159465 | $97.7M | $16.69B | 107 | 2026-05-31 | → |
| 486 | ROOSEVELT CAPITAL MANAGEMENT LLC | 283217 | $97.6M | $1.37B | 2 | 2026-03-31 | → |
| 487 | BAYSHORE CAPITAL ADVISORS, LLC | 110209 | $96.9M | $879.2M | 12 | 2026-06-30 | → |
| 488 | HATCH COVE CAPITAL, LLC | 324472 | $96.9M | $291.5M | 4 | 2026-03-31 | → |
| 489 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | $96.8M | $11.42B | 40 | 2026-03-31 | → |
| 490 | IRONWOOD INVESTMENT COUNSEL, LLC | 110623 | $96.7M | $1.76B | 22 | 2026-03-31 | → |
| 491 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $95.7M | $2.20T | 3,760 | 2026-03-31 | → |
| 492 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $95.7M | $277.19B | 781 | 2026-03-31 | → |
| 493 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $94.7M | $33.80B | 26 | 2026-06-30 | → |
| 494 | PEGASUS ASSET MANAGEMENT INC | 104766 | $91.3M | $553.6M | 5 | 2026-06-30 | → |
| 495 | GILMAN HILL ASSET MANAGEMENT, LLC | 143970 | $90.6M | $1.24B | 10 | 2026-03-31 | → |
| 496 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $87.5M | $484.10B | 1,403 | 2026-04-30 | → |
| 497 | SEABRIDGE INVESTMENT ADVISORS LLC | 108681 | $85.7M | $771.2M | 12 | 2026-06-30 | → |
| 498 | ARROW INVESTMENT MANAGEMENT, LLC | 334614 | $85.6M | $85.6M | 5 | 2026-03-31 | → |
| 499 | CROSSPOINT CAPITAL STRATEGIES, LLC | 150212 | $84.0M | $118.0M | 2 | 2026-05-31 | → |
| 500 | VOYAGER MANAGEMENT, LLC | 135434 | $83.7M | $208.6M | 3 | 2026-02-28 | → |
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