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 | |
|---|---|---|---|---|---|---|---|
| 601 | ALPHA WEALTH FUNDS, LLC | 150231 | $35.0M | $214.1M | 11 | 2026-06-30 | → |
| 602 | KESSLER INVESTMENT GROUP, LLC | 153696 | $34.9M | $359.7M | 8 | 2026-03-31 | → |
| 603 | GRIFFIN ASSET MANAGEMENT, LLC | 104548 | $34.5M | $1.05B | 10 | 2026-02-28 | → |
| 604 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $34.5M | $25.87B | 145 | 2026-03-31 | → |
| 605 | D.F. DENT AND COMPANY, INC. | 105179 | $34.3M | $7.88B | 31 | 2026-06-30 | → |
| 606 | DESERT ROSE CAPITAL MANAGEMENT, INC. | 154331 | $34.1M | $192.1M | 22 | 2026-03-31 | → |
| 607 | BAILARD, INC. | 110550 | $32.6M | $7.56B | 83 | 2026-05-31 | → |
| 608 | NORTH WALL CAPITAL LLP | 298653 | $32.1M | $2.99B | 41 | 2026-03-31 | → |
| 609 | CIM INVESTMENT MANAGEMENT INC | 106292 | $32.0M | $1.28B | 7 | 2026-03-31 | → |
| 610 | CLOCKWISE CAPITAL LLC | 175233 | $31.9M | $67.5M | 3 | 2026-03-31 | → |
| 611 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $31.9M | $76.06B | 116 | 2026-03-31 | → |
| 612 | SCS CAPITAL MANAGEMENT LLC | 122258 | $31.6M | $48.65B | 213 | 2026-03-31 | → |
| 613 | SHARP WEALTH ADVISORY, LLC | 289325 | $31.4M | $502.1M | 9 | 2026-03-31 | → |
| 614 | J.DEREK LEWIS & ASSOCIATES, INC. | 122307 | $31.2M | $2.28B | 10 | 2026-05-31 | → |
| 615 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $31.0M | $88.80B | 217 | 2026-03-31 | → |
| 616 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 108100 | $30.5M | $2.65B | 18 | 2026-05-31 | → |
| 617 | WEALTHMARK, LLC | 144948 | $30.0M | $132.0M | 3 | 2026-03-31 | → |
| 618 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $29.9M | $46.06B | 250 | 2026-06-30 | → |
| 619 | PRINCETON VALUE PARTNERS LLC | 313153 | $29.6M | $57.4M | 2 | 2026-03-31 | → |
| 620 | SAXON SECURITIES LLC | 155168 | $29.4M | $94.6M | 2 | 2026-03-31 | → |
| 621 | EQ WEALTH ADVISORS, LLC | 322294 | $29.0M | $617.0M | 6 | 2026-03-31 | → |
| 622 | TIDAL INVESTMENTS LLC | 164201 | $28.9M | $45.83B | 207 | 2026-03-31 | → |
| 623 | ACORE CAPITAL, LP | 175054 | $28.5M | $18.27B | 121 | 2026-04-30 | → |
| 624 | RESEARCH AFFILIATES, LLC | 120440 | $28.5M | $27.84B | 66 | 2026-03-31 | → |
| 625 | SUMMIT CREEK ADVISORS, LLC | 135496 | $28.0M | $650.9M | 7 | 2026-03-31 | → |
| 626 | DERIVATY CO | 310249 | $28.0M | $28.0M | 3 | 2026-03-31 | → |
| 627 | ACRES CAPITAL, LLC | 281190 | $28.0M | $4.39B | 40 | 2026-03-31 | → |
| 628 | COHEN & STEERS ASIA LIMITED | 135661 | $27.4M | $2.95B | 18 | 2026-03-31 | → |
| 629 | PROVIDENCE FINANCIAL ADVISORS, LLC | 124839 | $27.2M | $428.1M | 5 | 2026-02-28 | → |
| 630 | MARIANA INVESTMENT PARTNERS LLP | 322631 | $27.1M | $137.1M | 10 | 2025-03-31 | → |
| 631 | LATTIS MANAGEMENT LP | 333629 | $26.8M | $210.7M | 11 | 2026-03-31 | → |
| 632 | BRASADA CAPITAL MANAGEMENT, LP | 147775 | $26.8M | $679.1M | 14 | 2026-02-28 | → |
| 633 | ETHOS FINANCIAL GROUP, LLC | 321748 | $26.3M | $2.14B | 38 | 2026-03-31 | → |
| 634 | SOUND POINT LUNA LLC | 128132 | $26.0M | $10.24B | 39 | 2026-03-31 | → |
| 635 | EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 146097 | $26.0M | $706.0M | 12 | 2026-05-31 | → |
| 636 | FINIAT, LLC | 329094 | $25.6M | $25.6M | 7 | 2026-06-30 | → |
| 637 | SYCAMORE TREE CAPITAL PARTNERS, L.P. | 311555 | $25.4M | $3.54B | 30 | 2026-03-31 | → |
| 638 | TOTUS ALPHA MANAGEMENT PTY LTD | 333301 | $24.5M | $177.6M | 6 | 2026-05-31 | → |
| 639 | INCLINE GLOBAL MANAGEMENT, LLC | 162607 | $24.3M | $259.0M | 6 | 2026-03-31 | → |
| 640 | OWLS NEST PARTNERS IA, LLC | 289811 | $24.3M | $441.2M | 10 | 2026-03-31 | → |
| 641 | NELSON CAPITAL MANAGEMENT, LLC | 129776 | $24.0M | $810.8M | 10 | 2026-04-30 | → |
| 642 | PRIVATE CAPITAL MANAGEMENT, LLC | 169172 | $23.9M | $1.44B | 21 | 2026-03-31 | → |
| 643 | SALOMON AND LUDWIN, LLC | 292456 | $23.9M | $1.34B | 12 | 2026-05-31 | → |
| 644 | HAWKS POINT CAPITAL PARTNERS LLC | 307006 | $23.5M | $61.4M | 3 | 2026-03-31 | → |
| 645 | ARIEL INVESTMENTS, LLC | 108211 | $23.2M | $12.78B | 109 | 2026-04-30 | → |
| 646 | EVENTIDE ASSET MANAGEMENT, LLC | 147110 | $23.1M | $7.38B | 69 | 2026-03-31 | → |
| 647 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $22.9M | $9.60B | 38 | 2026-03-31 | → |
| 648 | GLOBAL VALUE INVESTMENT CORPORATION | 144260 | $22.9M | $225.6M | 11 | 2026-03-31 | → |
| 649 | HI-LINE CAPITAL MANAGEMENT, LLC | 149522 | $22.5M | $756.6M | 5 | 2026-04-30 | → |
| 650 | OBRA CAPITAL MANAGEMENT, LLC. | 155231 | $22.5M | $5.75B | 132 | 2026-04-30 | → |
| 651 | CAPITAL IDEAS, LLC | 114352 | $22.5M | $336.2M | 5 | 2026-03-31 | → |
| 652 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | 217514 | $22.2M | $167.1M | 2 | 2026-06-30 | → |
| 653 | MAS ADVISORS LLC | 165906 | $22.2M | $2.56B | 13 | 2026-03-31 | → |
| 654 | RM INVESTMENT STRATEGIES, LLC | 322828 | $21.9M | $21.9M | 3 | 2026-03-31 | → |
| 655 | GEMMER ASSET MANAGEMENT LLC | 109034 | $21.3M | $2.36B | 16 | 2026-03-31 | → |
| 656 | AZARIAS CAPITAL MANAGEMENT, L.P. | 174466 | $21.1M | $188.8M | 6 | 2026-06-30 | → |
| 657 | IQVESTMENT, LLC | 157514 | $20.9M | $22.3M | 5 | 2026-03-31 | → |
| 658 | SERVATUS CAPITAL, LLC | 311428 | $20.8M | $110.1M | 2 | 2026-03-31 | → |
| 659 | MILLER VALUE PARTNERS, LLC | 110632 | $20.6M | $418.2M | 5 | 2026-03-31 | → |
| 660 | LM CAPITAL GROUP, LLC | 120277 | $20.6M | $6.10B | 20 | 2026-03-31 | → |
| 661 | PROSPERO WEALTH, LLC | 289966 | $20.4M | $110.6M | 8 | 2026-03-31 | → |
| 662 | MONTROSE ESTATE CAPITAL MANAGEMENT, LLC | 324497 | $20.3M | $40.0M | 1 | 2026-03-31 | → |
| 663 | STACK FINANCIAL MANAGEMENT INC | 106785 | $20.3M | $1.99B | 14 | 2026-03-31 | → |
| 664 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $20.0M | $406.96B | 6,400 | 2026-06-30 | → |
| 665 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | 165022 | $20.0M | $2.70B | 36 | 2026-03-31 | → |
| 666 | NAVIGATE WEALTH MANAGEMENT, LLC | 173770 | $19.7M | $429.6M | 8 | 2026-04-30 | → |
| 667 | GUARDIAN PARTNERS INC. | 324189 | $19.3M | $3.29B | 76 | 2026-03-31 | → |
| 668 | SPYGLASS CAPITAL MANAGEMENT, LLC | 281266 | $19.2M | $2.02B | 11 | 2026-06-30 | → |
| 669 | DELPHI MANAGEMENT INC | 106042 | $18.5M | $116.7M | 4 | 2026-03-31 | → |
| 670 | RCF MANAGEMENT, LLC | 161007 | $18.4M | $1.76B | 49 | 2026-03-31 | → |
| 671 | BOSTON FINANCIAL MANAGEMENT LLC | 112360 | $18.2M | $5.01B | 49 | 2025-03-31 | → |
| 672 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $18.1M | $22.98B | 164 | 2026-05-31 | → |
| 673 | ROBERTSON INVESTMENT MANAGEMENT | 115425 | $17.8M | $273.1M | 8 | 2026-03-31 | → |
| 674 | LION CAPITAL ADVISORS LLC | 305440 | $17.5M | $94.8M | 3 | 2026-03-31 | → |
| 675 | OBERLAND CAPITAL MANAGEMENT LLC | 169109 | $17.0M | $3.22B | 23 | 2026-05-31 | → |
| 676 | 20 GATES MANAGEMENT LLC | 155480 | $16.9M | $4.97B | 10 | 2026-03-31 | → |
| 677 | A.W. JONES ADVISORS, LLC | 161260 | $16.7M | $667.0M | 6 | 2026-05-31 | → |
| 678 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $16.7M | $28.64B | 35 | 2026-03-31 | → |
| 679 | COINBASE ASSET MANAGEMENT, LLC | 322174 | $15.8M | $840.5M | 14 | 2026-03-31 | → |
| 680 | NAPIER FINANCIAL, LLC | 336725 | $15.7M | $550.1M | 13 | 2026-02-28 | → |
| 681 | BRYN MAWR TRUST ADVISORS, LLC | 285359 | $14.4M | $3.51B | 87 | 2026-04-30 | → |
| 682 | CONTEGO CAPITAL GROUP, INC. | 128518 | $14.4M | $88.0M | 8 | 2026-04-30 | → |
| 683 | CLARET ASSET MANAGEMENT CORP | 110453 | $14.0M | $2.36B | 44 | 2026-03-31 | → |
| 684 | REDWOOD CAPITAL MANAGEMENT, LLC | 158243 | $14.0M | $10.96B | 33 | 2026-05-31 | → |
| 685 | 33 CAPITAL MANAGEMENT LLC | 326780 | $13.9M | $112.7M | 11 | 2026-03-31 | → |
| 686 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $13.8M | $36.93B | 64 | 2026-03-31 | → |
| 687 | MISSION CREEK CAPITAL PARTNERS, INC. | 151514 | $13.0M | $741.6M | 14 | 2026-03-31 | → |
| 688 | WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY | 279034 | $13.0M | $121.3M | 3 | 2026-06-30 | → |
| 689 | FRONT ROW ADVISORS LLC | 269910 | $13.0M | $420.4M | 8 | 2026-03-31 | → |
| 690 | ADVISOR PARTNERS II, LLC | 321633 | $12.4M | $13.91B | 26 | 2026-03-31 | → |
| 691 | APERIO GROUP, LLC | 111616 | $12.4M | $152.13B | 208 | 2026-04-30 | → |
| 692 | BIN YUAN CAPITAL LIMITED | 170109 | $12.0M | $888.0M | 4 | 2026-03-31 | → |
| 693 | CLARITY CAPITAL KCPS LTD | 160662 | $11.1M | $782.3M | 18 | 2026-03-31 | → |
| 694 | SHEETS SMITH WEALTH MANAGEMENT | 105710 | $11.1M | $1.37B | 15 | 2026-03-31 | → |
| 695 | MORGAN STANLEY AIP GP LP | 117050 | $11.0M | $40.85B | 200 | 2026-03-31 | → |
| 696 | KAWA CAPITAL MANAGEMENT, INC. | 157780 | $10.9M | $2.82B | 53 | 2026-06-30 | → |
| 697 | CRESCAT PORTFOLIO MANAGEMENT LLC | 139620 | $10.8M | $536.1M | 10 | 2026-03-31 | → |
| 698 | PORTFOLIO THINKTANK | 154006 | $10.5M | $10.6M | 4 | 2026-04-30 | → |
| 699 | EDLY ADVISORS LLC | 328677 | $10.2M | $19.8M | 2 | 2025-10-31 | → |
| 700 | TROWBRIDGE CAPITAL PARTNERS LLC. | 297764 | $10.1M | $25.8M | 1 | 2026-03-31 | → |
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