Data / Investment advisers / Serving charitable organizations

Investment advisers serving charitable organizations: 5,570 firms and $2.1 trillion in AUM

Name: Investment advisers serving charitable organizations: Form ADV data
Creator: SpecStream
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5,570 SEC registered investment advisers report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $2.1 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Cambridge Associates, LLC.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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5,570Advisers
$2.1 trillionAUM from this client type
5,453Advisers over $100 million
November 2, 2026File date

Advisers serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record. The first 300 of 5,570 are shown.

Adviser	City	State	Clients of this type	AUM from this type	Total AUM	Source
Cambridge Associates, LLC	Boston	MA	306	$185.98 billion	$326.70 billion	adviserinfo.sec.gov
Morgan Stanley	Purchase	NY	39,751	$79.48 billion	$1.96 trillion	adviserinfo.sec.gov
Parametric Portfolio Associates	Seattle	WA	1,755	$74.30 billion	$684.78 billion	adviserinfo.sec.gov
Marsh Investments US LLC	Boston	MA	1,034	$62.56 billion	$226.04 billion	adviserinfo.sec.gov
Strategic Advisers LLC	Boston	MA	12	$49.77 billion	$1.37 trillion	adviserinfo.sec.gov
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	6,759	$43.03 billion	$1.78 trillion	adviserinfo.sec.gov
Northern Trust Investments, Incorporated	Chicago	IL	1,347	$38.86 billion	$1.25 trillion	adviserinfo.sec.gov
Cornerstone Partners	Charlottesville	VA	16	$28.83 billion	$29.35 billion	adviserinfo.sec.gov
Blackrock Financial Management, Inc	New York	NY	58	$28.58 billion	$1.60 trillion	adviserinfo.sec.gov
Pacific Investment Management Company LLC	Newport Beach	CA	71	$27.50 billion	$3.67 trillion	adviserinfo.sec.gov
Managed Account Advisors LLC	Jersey City	NJ	4,927	$26.25 billion	$994.99 billion	adviserinfo.sec.gov
Income Research + Management	Boston	MA	165	$25.84 billion	$130.65 billion	adviserinfo.sec.gov
Captrust	Raleigh	NC	232	$25.08 billion	$1.24 trillion	adviserinfo.sec.gov
Goldman Sachs Asset Management, L.P.	New York	NY	625	$24.69 billion	$2.65 trillion	adviserinfo.sec.gov
J.P. Morgan Investment Management Inc.	New York	NY	200	$24.34 billion	$3.52 trillion	adviserinfo.sec.gov
Iconiq Capital, LLC	San Francisco	CA	113	$24.11 billion	$117.53 billion	adviserinfo.sec.gov
Aperio Group, LLC	Sausalito	CA	800	$22.47 billion	$152.13 billion	adviserinfo.sec.gov
UBS Financial Services Inc.	Weehawken	NJ	8,053	$21.44 billion	$915.79 billion	adviserinfo.sec.gov
Partners Capital Investment Group, LLP	Boston	MA	147	$21.03 billion	$50.51 billion	adviserinfo.sec.gov
Ascension Investment Management	St. Louis	MO	7	$19.68 billion	$42.41 billion	adviserinfo.sec.gov
Wellington Management Company LLP	Boston	MA	74	$18.61 billion	$1.43 trillion	adviserinfo.sec.gov
Payden & Rygel	Los Angeles	CA	105	$18.21 billion	$158.23 billion	adviserinfo.sec.gov
Cerity Partners LLC	New York	NY	253	$17.53 billion	$161.68 billion	adviserinfo.sec.gov
Goldman Sachs & Co. LLC	New York	NY	1,040	$17.53 billion	$133.64 billion	adviserinfo.sec.gov
Wealthspire Institutional, LLC	Chicago	IL	341	$17.47 billion	$97.54 billion	adviserinfo.sec.gov
Investure, LLC	Charlottesville	VA	18	$17.28 billion	$38.52 billion	adviserinfo.sec.gov
Marquette Associates, Inc.	Chicago	IL	143	$17.16 billion	$47.06 billion	adviserinfo.sec.gov
Brown Advisory	Baltimore	MD	683	$16.25 billion	$124.31 billion	adviserinfo.sec.gov
Cerity Partners Ocio LLC	New York	NY	38	$15.16 billion	$21.13 billion	adviserinfo.sec.gov
Feg	Cincinnati	OH	166	$15.15 billion	$19.71 billion	adviserinfo.sec.gov
Nepc, LLC	Boston	MA	84	$14.77 billion	$152.72 billion	adviserinfo.sec.gov
Wells Fargo Advisors	St. Louis	MO	5,564	$14.67 billion	$671.42 billion	adviserinfo.sec.gov
Fiam LLC	Smithfield	RI	111	$14.62 billion	$347.73 billion	adviserinfo.sec.gov
Strategic Investment Management, LLC	Arlington	VA	34	$13.11 billion	$35.51 billion	adviserinfo.sec.gov
Rathbones	Liverpool	United Kingdom	3,803	$12.86 billion	$135.09 billion	adviserinfo.sec.gov
MPC Capital Advisors, LLC	Rockville Centre	NY	19	$12.67 billion	$22.57 billion	adviserinfo.sec.gov
Pantheon	San Francisco	CA	1	$11.69 billion	$87.69 billion	adviserinfo.sec.gov
Prime Buchholz LLC	Portsmouth	NH	206	$11.16 billion	$14.07 billion	adviserinfo.sec.gov
RBC Capital Markets, LLC	New York	NY	2,222	$10.80 billion	$310.43 billion	adviserinfo.sec.gov
Nisa Investment Advisors, LLC	St. Louis	MO	18	$10.14 billion	$343.89 billion	adviserinfo.sec.gov
Allspring Global Investments, LLC	Charlotte	NC	501	$10.02 billion	$475.78 billion	adviserinfo.sec.gov
Russell Investments	Seattle	WA	14	$9.56 billion	$81.09 billion	adviserinfo.sec.gov
Breckinridge Capital Advisors Inc	Boston	MA	975	$9.54 billion	$54.28 billion	adviserinfo.sec.gov
CIBC Global Asset Management	Toronto, on	Canada	139	$9.37 billion	$162.84 billion	adviserinfo.sec.gov
Commonfund Ocio, Inc.	Norwalk	CT	126	$8.62 billion	$23.94 billion	adviserinfo.sec.gov
Rhumbline Advisers	Boston	MA	149	$8.48 billion	$136.48 billion	adviserinfo.sec.gov
TIAA Kaspick, LLC	Boston	MA	139	$8.25 billion	$8.74 billion	adviserinfo.sec.gov
LSV Asset Management	Chicago	IL	27	$7.96 billion	$104.25 billion	adviserinfo.sec.gov
Robert W. Baird & Co. Incorporated	Milwaukee	WI	1,433	$7.66 billion	$394.07 billion	adviserinfo.sec.gov
Grantham Mayo van Otterloo & Co LLC	Boston	MA	16	$7.62 billion	$80.97 billion	adviserinfo.sec.gov
LPL Financial LLC	Fort Mill	SC	5,086	$7.59 billion	$819.12 billion	adviserinfo.sec.gov
Blackrock Investment Management, LLC	Princeton	NJ	454	$7.37 billion	$676.69 billion	adviserinfo.sec.gov
Capital Group Private Client Services, Inc.	Los Angeles	CA	713	$7.28 billion	$48.37 billion	adviserinfo.sec.gov
Acadian Asset Management	Boston	MA	27	$7.24 billion	$177.46 billion	adviserinfo.sec.gov
Envestnet PMC	Berwyn	PA	5,162	$7.19 billion	$614.93 billion	adviserinfo.sec.gov
Morgan Stanley Investment Management Inc.	New York	NY	10	$7.01 billion	$702.25 billion	adviserinfo.sec.gov
Concord Advisory Group LTD	Princeton	NJ	66	$6.59 billion	$46.19 billion	adviserinfo.sec.gov
Pathstone	Englewood	NJ	72	$6.34 billion	$110.30 billion	adviserinfo.sec.gov
J.P. Morgan Securities LLC	New York	NY	928	$6.28 billion	$429.69 billion	adviserinfo.sec.gov
Stanhope Capital, LLP	London	United Kingdom	42	$6.21 billion	$15.70 billion	adviserinfo.sec.gov
Aureus Asset Management, LLC	Boston	MA	17	$6.20 billion	$8.40 billion	adviserinfo.sec.gov
Neuberger Berman Investment Advisers LLC	New York	NY	991	$6.00 billion	$398.65 billion	adviserinfo.sec.gov
Alliancebernstein L.P.	Nashville	TN	2,289	$5.89 billion	$763.40 billion	adviserinfo.sec.gov
Fayez Sarofim & Co.	Houston	TX	109	$5.65 billion	$35.07 billion	adviserinfo.sec.gov
Bahl & Gaynor LLC	Cincinnati	OH	74	$5.64 billion	$20.99 billion	adviserinfo.sec.gov
Eagle Capital Management LLC	New York	NY	251	$5.45 billion	$35.80 billion	adviserinfo.sec.gov
Marathon-London	London	United Kingdom	Fewer than 5	$5.44 billion	$39.04 billion	adviserinfo.sec.gov
Mason Investment Advisory Services Inc	Reston	VA	71	$5.44 billion	$15.67 billion	adviserinfo.sec.gov
Stifel, Nicolaus & Company, Incorporated	St Louis	MO	1,426	$5.35 billion	$197.53 billion	adviserinfo.sec.gov
Western Asset Management Company	Pasadena	CA	292	$5.26 billion	$184.99 billion	adviserinfo.sec.gov
Mellon Investments Corporation	Pittsburgh	PA	26	$5.12 billion	$873.87 billion	adviserinfo.sec.gov
Wells Fargo Advisors	St. Louis	MO	2,392	$5.05 billion	$252.25 billion	adviserinfo.sec.gov
Davis Selected Advisers LP	Tucson	AZ	9	$5.01 billion	$30.12 billion	adviserinfo.sec.gov
Davis Selected Advisers, Ny, Inc.	New York	NY	9	$4.99 billion	$21.98 billion	adviserinfo.sec.gov
Luther King Capital Management Corporation	Fort Worth	TX	232	$4.89 billion	$31.50 billion	adviserinfo.sec.gov
Sanders Capital, LLC	West Palm Beach	FL	21	$4.89 billion	$122.18 billion	adviserinfo.sec.gov
Global Endowment Management, LP	Charlotte	NC	14	$4.87 billion	$12.88 billion	adviserinfo.sec.gov
Artisan Partners Limited Partnership	Milwaukee	WI	14	$4.87 billion	$183.62 billion	adviserinfo.sec.gov
Impactassets Capital Partners PB LLC	Bethesda	MD	Fewer than 5	$4.74 billion	$4.95 billion	adviserinfo.sec.gov
Metropolitan West Asset Management LLC	Los Angeles	CA	13	$4.65 billion	$78.52 billion	adviserinfo.sec.gov
Atlanta Consulting Group Advisors, LLC	Atlanta	GA	53	$4.62 billion	$14.70 billion	adviserinfo.sec.gov
Focus Partners Wealth, LLC	St. Louis	MO	388	$4.46 billion	$181.86 billion	adviserinfo.sec.gov
Spider Management Company, LLC	Richmond	VA	Fewer than 5	$4.40 billion	$8.11 billion	adviserinfo.sec.gov
Morant Wright Management Limited	London	United Kingdom	2	$4.39 billion	$10.99 billion	adviserinfo.sec.gov
UBS Asset Management (Americas) LLC	New York	NY	2,743	$4.32 billion	$588.22 billion	adviserinfo.sec.gov
Sit Fixed Income Advisors II, LLC	Minneapolis	MN	31	$4.24 billion	$14.97 billion	adviserinfo.sec.gov
Canterbury Consulting Incorporated	Newport Beach	CA	57	$4.17 billion	$45.88 billion	adviserinfo.sec.gov
Creative Planning	Overland Park	KS	335	$4.14 billion	$295.57 billion	adviserinfo.sec.gov
Fisher Investments	Plano	TX	25	$4.11 billion	$386.67 billion	adviserinfo.sec.gov
Summit Rock Advisors, LP	New York	NY	15	$4.05 billion	$26.18 billion	adviserinfo.sec.gov
Value Aligned Research Advisors, LLC			2	$3.95 billion	$9.14 billion	adviserinfo.sec.gov
Cambridge Associates Limited, LLC	Boston	MA	12	$3.95 billion	$8.20 billion	adviserinfo.sec.gov
Scout Investments, Inc.	Kansas City	MO	39	$3.94 billion	$36.57 billion	adviserinfo.sec.gov
Guidestone Investment Services	Dallas	TX	14	$3.91 billion	$3.91 billion	adviserinfo.sec.gov
Sage Advisory Services LTD Co	Austin	TX	299	$3.90 billion	$28.43 billion	adviserinfo.sec.gov
SEI Investments Management Corp	Oaks	PA	465	$3.87 billion	$216.43 billion	adviserinfo.sec.gov
World Investment Advisors, LLC	Lincroft	NJ	238	$3.60 billion	$71.64 billion	adviserinfo.sec.gov
Parvus Asset Management Jersey Limited			8	$3.54 billion	$11.31 billion	adviserinfo.sec.gov
Corient	Miami	FL	311	$3.52 billion	$165.25 billion	adviserinfo.sec.gov
Sands Capital Management, LLC	Arlington	VA	31	$3.50 billion	$44.30 billion	adviserinfo.sec.gov
Cynosure Group, LLC	Salt Lake City	UT	11	$3.44 billion	$9.85 billion	adviserinfo.sec.gov
Baxter Capital Management Inc	Indianapolis	IN	1	$3.44 billion	$4.19 billion	adviserinfo.sec.gov
Adrian Lee & Partners	Co Dublin	Ireland	2	$3.40 billion	$23.40 billion	adviserinfo.sec.gov
Sarofim Trust Co	Houston	TX	8	$3.39 billion	$12.96 billion	adviserinfo.sec.gov
Cerity Partners Retirement Plan Consultants	New York	NY	20	$3.38 billion	$40.25 billion	adviserinfo.sec.gov
Dodge & Cox	San Francisco	CA	61	$3.38 billion	$466.56 billion	adviserinfo.sec.gov
Beacon Pointe Advisors, LLC	Newport Beach	CA	156	$3.36 billion	$54.87 billion	adviserinfo.sec.gov
Lord, Abbett & Co. LLC	Jersey City	NJ	42	$3.35 billion	$270.39 billion	adviserinfo.sec.gov
Longfellow Investment Management Co. LLC	Boston	MA	43	$3.31 billion	$23.44 billion	adviserinfo.sec.gov
East End Advisors, LLC	New York	NY	7	$3.25 billion	$6.06 billion	adviserinfo.sec.gov
Candriam S.C.A.	Strassen	Luxembourg	75	$3.17 billion	$154.66 billion	adviserinfo.sec.gov
Record Currency Management Limited	London	United Kingdom	7	$3.14 billion	$114.16 billion	adviserinfo.sec.gov
Bridges Investment Management Inc	Omaha	NE	110	$3.11 billion	$11.31 billion	adviserinfo.sec.gov
Franklin Templeton Private Portfolio Group, LLC	New York	NY	606	$3.10 billion	$139.88 billion	adviserinfo.sec.gov
WCM Investment Management	Laguna Beach	CA	286	$3.05 billion	$96.77 billion	adviserinfo.sec.gov
Galliard Capital Management	Minneapolis	MN	15	$3.03 billion	$80.27 billion	adviserinfo.sec.gov
Meketa Fiduciary Management, LLC	Carlsbad	CA	23	$3.02 billion	$20.14 billion	adviserinfo.sec.gov
Ameriprise Financial Services, LLC	Minneapolis	MN	2,335	$3.02 billion	$660.47 billion	adviserinfo.sec.gov
Jennison Associates	New York	NY	151	$3.01 billion	$214.84 billion	adviserinfo.sec.gov
Mawer Investment Management LTD.	Calgary, Alberta	Canada	171	$2.99 billion	$40.94 billion	adviserinfo.sec.gov
Westfuller Advisors, LLC	New York	NY	37	$2.99 billion	$3.37 billion	adviserinfo.sec.gov
General Atlantic Service Company, L.P.	New York	NY	36	$2.95 billion	$125.26 billion	adviserinfo.sec.gov
Bivium Capital Partners, LLC	San Francisco	CA	21	$2.85 billion	$6.73 billion	adviserinfo.sec.gov
Hightower Advisors, LLC	Chicago	IL	357	$2.78 billion	$198.58 billion	adviserinfo.sec.gov
Offit Capital	New York	NY	33	$2.78 billion	$20.60 billion	adviserinfo.sec.gov
City of London Investment Management Company Limited	London	United Kingdom	6	$2.77 billion	$8.06 billion	adviserinfo.sec.gov
Harbor Investment Advisory, LLC	Lutherville	MD	80	$2.77 billion	$6.87 billion	adviserinfo.sec.gov
Alesco Advisors, LLC, an Esl Company	Pittsford	NY	118	$2.74 billion	$5.61 billion	adviserinfo.sec.gov
Baker Street Advisors, LLC	San Francisco	CA	34	$2.73 billion	$20.77 billion	adviserinfo.sec.gov
Sterling Capital Management LLC	Charlotte	NC	95	$2.72 billion	$69.23 billion	adviserinfo.sec.gov
Aetos Alternatives Management	New York	NY	16	$2.72 billion	$5.80 billion	adviserinfo.sec.gov
Disciplina Capital Management, LLC	Nashville	TN	21	$2.70 billion	$3.06 billion	adviserinfo.sec.gov
Sendero Wealth Management, LLC	San Antonio	TX	26	$2.70 billion	$6.51 billion	adviserinfo.sec.gov
36 North Capital Management, LLC	Bentonville	AR	5	$2.67 billion	$2.67 billion	adviserinfo.sec.gov
Westwood Global Investments	Park City	UT	2	$2.60 billion	$9.47 billion	adviserinfo.sec.gov
Community Capital Management, LLC	Fort Lauderdale	FL	66	$2.49 billion	$7.00 billion	adviserinfo.sec.gov
Fiduciaryvest, LLC	Atlanta	GA	12	$2.48 billion	$4.93 billion	adviserinfo.sec.gov
Greenhaven Associates Inc	Purchase	NY	27	$2.45 billion	$11.66 billion	adviserinfo.sec.gov
Brandywine Global Investment Management, LLC	Philadelphia	PA	12	$2.45 billion	$65.44 billion	adviserinfo.sec.gov
Heck Capital Advisors, LLC	Rhinelander	WI	60	$2.42 billion	$11.31 billion	adviserinfo.sec.gov
Tiedemann Advisors, LLC	New York	NY	31	$2.41 billion	$31.01 billion	adviserinfo.sec.gov
Angeles Investment Advisors	Santa Monica	CA	32	$2.41 billion	$7.27 billion	adviserinfo.sec.gov
Burgundy Asset Management LTD.	Toronto, Ontario	Canada	221	$2.41 billion	$19.09 billion	adviserinfo.sec.gov
Rockefeller Capital Management	New York	NY	275	$2.40 billion	$99.60 billion	adviserinfo.sec.gov
Xponance LLC	Philadelphia	PA	52	$2.40 billion	$24.27 billion	adviserinfo.sec.gov
1919 Investment Counsel, LLC	Baltimore	MD	146	$2.37 billion	$26.04 billion	adviserinfo.sec.gov
Garcia Hamilton & Associates LP	Houston	TX	90	$2.36 billion	$24.86 billion	adviserinfo.sec.gov
William Blair Investment Management, LLC	Chicago	IL	68	$2.34 billion	$65.60 billion	adviserinfo.sec.gov
Portfolio Advisors LLC	Darien	CT	Fewer than 5	$2.31 billion	$47.84 billion	adviserinfo.sec.gov
Rockefeller Capital Management	New York	NY	87	$2.28 billion	$36.76 billion	adviserinfo.sec.gov
Rock Creek Group LLC	Washington	DC	10	$2.27 billion	$18.38 billion	adviserinfo.sec.gov
Fort Washington Investment Advisors Inc	Cincinnati	OH	65	$2.27 billion	$93.47 billion	adviserinfo.sec.gov
Loomis, Sayles & Company, L.P.	Boston	MA	293	$2.22 billion	$386.88 billion	adviserinfo.sec.gov
Crossmark Global Investments, Inc.	Houston	TX	216	$2.22 billion	$8.98 billion	adviserinfo.sec.gov
Doubleline Capital LP	Tampa	FL	6	$2.22 billion	$93.32 billion	adviserinfo.sec.gov
John W. Bristol & Co., Inc.	New York	NY	52	$2.21 billion	$7.07 billion	adviserinfo.sec.gov
Newton Investment Management LTD	London	United Kingdom	27	$2.20 billion	$42.39 billion	adviserinfo.sec.gov
Usi Advisors	Glastonbury	CT	71	$2.19 billion	$56.28 billion	adviserinfo.sec.gov
DWS Investment Management Americas, Inc.	New York	NY	3	$2.17 billion	$199.66 billion	adviserinfo.sec.gov
Janney Montgomery Scott LLC	Philadelphia	PA	1,810	$2.13 billion	$110.11 billion	adviserinfo.sec.gov
Stonehage Fleming	London, Greater London	United Kingdom	13	$2.13 billion	$23.84 billion	adviserinfo.sec.gov
Wgi DM, LLC	Boston	MA	Fewer than 5	$2.08 billion	$7.78 billion	adviserinfo.sec.gov
Ipex, Inc.	Plymouth	MI	22	$2.06 billion	$2.65 billion	adviserinfo.sec.gov
RBC Rochdale, LLC	New York	NY	122	$2.06 billion	$72.96 billion	adviserinfo.sec.gov
Madison Investment Advisors, LLC	Madison	WI	622	$2.06 billion	$13.84 billion	adviserinfo.sec.gov
Principal Asset Management	Des Moines	IA	30	$2.04 billion	$427.71 billion	adviserinfo.sec.gov
Greycourt & Co., Inc.	Pittsburgh	PA	8	$2.00 billion	$6.61 billion	adviserinfo.sec.gov
Mercer Global Advisors Inc.	Denver	CO	166	$2.00 billion	$84.40 billion	adviserinfo.sec.gov
Boyd Watterson Asset Management, LLC	Cleveland	OH	96	$1.98 billion	$18.81 billion	adviserinfo.sec.gov
Cornerstone Management, Inc.	Duluth	GA	97	$1.98 billion	$2.29 billion	adviserinfo.sec.gov
Lazard Asset Management LLC	New York	NY	141	$1.98 billion	$120.52 billion	adviserinfo.sec.gov
CF Private Equity, Inc.	Norwalk	CT	Fewer than 5	$1.97 billion	$17.53 billion	adviserinfo.sec.gov
Cornerstone Advisors Asset Management, LLC	Bethlehem	PA	97	$1.95 billion	$9.57 billion	adviserinfo.sec.gov
Prodigy Asset Management LLC	Omaha	NE	22	$1.94 billion	$2.44 billion	adviserinfo.sec.gov
Cetera Investment Advisers LLC	Schaumburg	IL	2,036	$1.93 billion	$256.81 billion	adviserinfo.sec.gov
Bakeravenue	San Francisco	CA	7	$1.92 billion	$7.72 billion	adviserinfo.sec.gov
Asset Management One Co., LTD.	Tokyo	Japan	30	$1.88 billion	$470.54 billion	adviserinfo.sec.gov
New England Private Wealth Advisors, LLC	Wellesley	MA	58	$1.87 billion	$5.09 billion	adviserinfo.sec.gov
Victory Capital Management Inc.	San Antonio	TX	45	$1.87 billion	$282.71 billion	adviserinfo.sec.gov
CIBC Private Wealth Advisors, Inc.	Chicago	IL	402	$1.86 billion	$67.84 billion	adviserinfo.sec.gov
MFS Institutional Advisors Inc.	Boston	MA	116	$1.85 billion	$113.59 billion	adviserinfo.sec.gov
T. Rowe Price Associates, Inc.	Baltimore	MD	76	$1.85 billion	$2.20 trillion	adviserinfo.sec.gov
Tiff Investment Management	Radnor	PA	37	$1.84 billion	$8.62 billion	adviserinfo.sec.gov
Vulcan Value Partners LLC	Birmingham	AL	35	$1.84 billion	$6.08 billion	adviserinfo.sec.gov
D.A. Davidson & Co.	Great Falls	MT	1,098	$1.83 billion	$41.84 billion	adviserinfo.sec.gov
Ramirez Asset Management, Inc.	New York	NY	73	$1.82 billion	$12.27 billion	adviserinfo.sec.gov
Letko, Brosseau & Associates Inc.	Montreal, Quebec	Canada	90	$1.80 billion	$18.83 billion	adviserinfo.sec.gov
William Blair & Company L.L.C.	Chicago	IL	31	$1.77 billion	$64.28 billion	adviserinfo.sec.gov
Ima Advisory Services, Inc.	Denver	CO	63	$1.77 billion	$3.90 billion	adviserinfo.sec.gov
F L Putnam Investment Management Co.	Lynnfield	MA	203	$1.75 billion	$9.72 billion	adviserinfo.sec.gov
LCG Associates, Inc.	Atlanta	GA	55	$1.74 billion	$2.61 billion	adviserinfo.sec.gov
Petercam Institutional Asset Management	Brussels	Belgium	69	$1.72 billion	$16.87 billion	adviserinfo.sec.gov
Dolan McEniry Capital Management LLC	Chicago	IL	26	$1.71 billion	$13.76 billion	adviserinfo.sec.gov
Asset Strategy Consultants LLC	Hunt Valley	MD	18	$1.69 billion	$5.16 billion	adviserinfo.sec.gov
Ninety One UK Limited	London	United Kingdom	3	$1.68 billion	$130.19 billion	adviserinfo.sec.gov
Harris \| Oakmark	Chicago	IL	133	$1.67 billion	$109.48 billion	adviserinfo.sec.gov
Green Court Capital Management Limited	Central, Hong Kong	Hong Kong	Fewer than 5	$1.65 billion	$5.54 billion	adviserinfo.sec.gov
Barrow Hanley Global Investors	Dallas	TX	27	$1.63 billion	$59.04 billion	adviserinfo.sec.gov
Capricorn Investment Group LLC	New York	NY	2	$1.63 billion	$18.85 billion	adviserinfo.sec.gov
Heritage Wealth Advisors	Richmond	VA	19	$1.63 billion	$4.86 billion	adviserinfo.sec.gov
Osaic Wealth, Inc.	Scottsdale	AZ	855	$1.60 billion	$234.86 billion	adviserinfo.sec.gov
Allspring Funds Management, LLC	Charlotte	NC	460	$1.60 billion	$324.65 billion	adviserinfo.sec.gov
Connor Clark & Lunn Investment Management LTD	Vancouver, BC	Canada	33	$1.60 billion	$85.59 billion	adviserinfo.sec.gov
Americana Partners, LLC	Houston	TX	68	$1.58 billion	$9.10 billion	adviserinfo.sec.gov
First Manhattan Co. LLC	New York	NY	108	$1.57 billion	$38.09 billion	adviserinfo.sec.gov
Wilmington Trust Investment Advisors, Inc.	Wilmington	DE	49	$1.55 billion	$17.83 billion	adviserinfo.sec.gov
Hirtle & Co., LLC	West Conshohocken	PA	123	$1.54 billion	$25.41 billion	adviserinfo.sec.gov
Highland Consulting Associates Inc.	Cleveland	OH	18	$1.54 billion	$21.93 billion	adviserinfo.sec.gov
U.S. Bancorp Asset Management, Inc.	Minneapolis	MN	56	$1.54 billion	$427.48 billion	adviserinfo.sec.gov
Clearbridge Investments, LLC	New York	NY	244	$1.53 billion	$184.81 billion	adviserinfo.sec.gov
Sellwood Investment Partners LLC	Portland	OR	36	$1.52 billion	$2.28 billion	adviserinfo.sec.gov
Manning & Napier Advisors, LLC	Fairport	NY	148	$1.50 billion	$17.03 billion	adviserinfo.sec.gov
Becker Capital Management, Inc.	Portland	OR	75	$1.50 billion	$5.73 billion	adviserinfo.sec.gov
Edgewood Management LLC	Greenwich	CT	68	$1.47 billion	$21.52 billion	adviserinfo.sec.gov
Jordan Park Group LLC	San Francisco	CA	21	$1.46 billion	$23.26 billion	adviserinfo.sec.gov
C Worldwide Asset Management Fondsmaeglerselskab A/S	Copenhagen	Denmark	4	$1.46 billion	$15.28 billion	adviserinfo.sec.gov
Westfield Capital Management Company, L.P.	Boston	MA	138	$1.44 billion	$29.81 billion	adviserinfo.sec.gov
Causeway Capital Management LLC	Los Angeles	CA	30	$1.43 billion	$62.24 billion	adviserinfo.sec.gov
Oak City Investment Consulting	Wake Forest	NC	14	$1.41 billion	$1.43 billion	adviserinfo.sec.gov
LCP Institutional, LLC	Atlanta	GA	14	$1.41 billion	$3.18 billion	adviserinfo.sec.gov
W1m Wealth Management Limited	London	United Kingdom	219	$1.40 billion	$24.85 billion	adviserinfo.sec.gov
Great Lakes Advisors, LLC	Chicago	IL	135	$1.39 billion	$16.16 billion	adviserinfo.sec.gov
Goelzer Investment Management	Carmel	IN	42	$1.36 billion	$4.51 billion	adviserinfo.sec.gov
Invesco Managed Accounts, LLC	Seattle	WA	366	$1.36 billion	$31.28 billion	adviserinfo.sec.gov
Blue Grotto Capital, LLC	Atlanta	GA	4	$1.36 billion	$2.10 billion	adviserinfo.sec.gov
Advanced Portfolio Management, LLC	New York	NY	2	$1.35 billion	$2.70 billion	adviserinfo.sec.gov
Segall Bryant & Hamill	Chicago	IL	88	$1.34 billion	$22.64 billion	adviserinfo.sec.gov
Arnhold LLC	New York	NY	6	$1.33 billion	$6.44 billion	adviserinfo.sec.gov
Silvercrest Asset Management Group LLC	New York	NY	50	$1.31 billion	$28.33 billion	adviserinfo.sec.gov
Columbia Management Investment Advisers, LLC	Boston	MA	72	$1.30 billion	$502.40 billion	adviserinfo.sec.gov
Pictet Asset Management SA	Geneva	Switzerland	19	$1.30 billion	$330.70 billion	adviserinfo.sec.gov
Brave Warrior Advisors, LLC	New York	NY	8	$1.28 billion	$5.64 billion	adviserinfo.sec.gov
Goldman Sachs Asset Management International	London	United Kingdom	27	$1.27 billion	$621.02 billion	adviserinfo.sec.gov
Johnson Investment Counsel, Inc.	Cincinnati	OH	99	$1.27 billion	$22.98 billion	adviserinfo.sec.gov
Davenport & Company LLC	Richmond	VA	595	$1.26 billion	$24.70 billion	adviserinfo.sec.gov
Earnest Partners, LLC	Atlanta	GA	44	$1.26 billion	$42.61 billion	adviserinfo.sec.gov
HB Wealth	Atlanta	GA	227	$1.26 billion	$30.16 billion	adviserinfo.sec.gov
Baillie Gifford Overseas LTD	Edinburgh	United Kingdom	15	$1.25 billion	$144.00 billion	adviserinfo.sec.gov
Agincourt Capital Management, LLC	Richmond	VA	91	$1.25 billion	$9.95 billion	adviserinfo.sec.gov
Stancorp Investment Advisers, Inc.	Portland	OR	141	$1.23 billion	$34.50 billion	adviserinfo.sec.gov
Vident Asset Management	Alpharetta	GA	64	$1.21 billion	$22.02 billion	adviserinfo.sec.gov
Nordwand Advisors	Radnor	PA	10	$1.21 billion	$3.97 billion	adviserinfo.sec.gov
Sapient Capital LLC	Indianapolis	IN	31	$1.21 billion	$13.76 billion	adviserinfo.sec.gov
Metis Global Partners, LLC	San Diego	CA	4	$1.21 billion	$5.67 billion	adviserinfo.sec.gov
Gamco Asset Management Inc.	Greenwich	CT	149	$1.20 billion	$11.69 billion	adviserinfo.sec.gov
The Caprock Group, LLC	Boise	ID	16	$1.18 billion	$12.48 billion	adviserinfo.sec.gov
Aon Investments USA Inc.	Chicago	IL	8	$1.18 billion	$150.99 billion	adviserinfo.sec.gov
Record Currency Management Inc	New York	NY	Fewer than 5	$1.18 billion	$19.66 billion	adviserinfo.sec.gov
Tocqueville Asset Management LP	New York	NY	42	$1.18 billion	$10.24 billion	adviserinfo.sec.gov
Aristotle Capital Management, LLC	Los Angeles	CA	158	$1.17 billion	$43.54 billion	adviserinfo.sec.gov
Altair Advisers, LLC	Chicago	IL	85	$1.17 billion	$9.76 billion	adviserinfo.sec.gov
Ruffer LLP	London	United Kingdom	199	$1.15 billion	$24.87 billion	adviserinfo.sec.gov
Kings Path Partners LLC	Sugar Land	TX	16	$1.15 billion	$1.53 billion	adviserinfo.sec.gov
Gibson Capital, LLC	Wexford	PA	10	$1.14 billion	$3.03 billion	adviserinfo.sec.gov
Disciplined Growth Investors Inc	Minneapolis	MN	11	$1.14 billion	$5.48 billion	adviserinfo.sec.gov
Raffa Investment Advisers			153	$1.13 billion	$1.70 billion	adviserinfo.sec.gov
First Trust Advisors LP	Wheaton	IL	52	$1.12 billion	$309.24 billion	adviserinfo.sec.gov
Eaton Vance Management	Boston	MA	27	$1.11 billion	$97.02 billion	adviserinfo.sec.gov
Crawford Investment Counsel Inc	Atlanta	GA	36	$1.11 billion	$9.14 billion	adviserinfo.sec.gov
American Century Investment Management Inc	Kansas City	MO	6	$1.09 billion	$305.98 billion	adviserinfo.sec.gov
Altes Capital, LLC			1	$1.09 billion	$3.19 billion	adviserinfo.sec.gov
Mariner Institutional, LLC	Winter Park	FL	19	$1.09 billion	$2.82 billion	adviserinfo.sec.gov
Federated Investment Counseling	Pittsburgh	PA	210	$1.09 billion	$207.21 billion	adviserinfo.sec.gov
Commonwealth Financial Network	Waltham	MA	405	$1.08 billion	$212.66 billion	adviserinfo.sec.gov
Ethic	New York	NY	28	$1.07 billion	$10.12 billion	adviserinfo.sec.gov
BLS Capital Fondsmaeglerselskab A/S	Klampenborg	Denmark	5	$1.06 billion	$7.22 billion	adviserinfo.sec.gov
Pivotal Advisors LLC	New York	NY	9	$1.06 billion	$1.07 billion	adviserinfo.sec.gov
Oakmont Capital Management, LLC	Oakmont	PA	8	$1.06 billion	$3.09 billion	adviserinfo.sec.gov
Raymond James & Associates, Inc.	St. Petersburg	FL	196	$1.05 billion	$500.96 billion	adviserinfo.sec.gov
Beutel, Goodman & Company LTD.	Toronto, Ont.	Canada	34	$1.05 billion	$36.11 billion	adviserinfo.sec.gov
Independent Franchise Partners LLP	London	United Kingdom	5	$1.04 billion	$23.85 billion	adviserinfo.sec.gov
PNC Capital Advisors LLC	Baltimore	MD	26	$1.04 billion	$50.88 billion	adviserinfo.sec.gov
Cohen & Steers Capital Management Inc.	New York	NY	11	$1.04 billion	$85.67 billion	adviserinfo.sec.gov
Latash Investments, LLC	Anchorage	AK	2	$1.03 billion	$1.74 billion	adviserinfo.sec.gov
Muzinich & Co., Inc.	New York	NY	Fewer than 5	$1.02 billion	$31.27 billion	adviserinfo.sec.gov
New Century Advisors, LLC	Chevy Chase	MD	11	$1.02 billion	$4.31 billion	adviserinfo.sec.gov
Eaton Vance Advisers International LTD.	London	United Kingdom	1	$1.02 billion	$35.52 billion	adviserinfo.sec.gov
Callan Family Office, LLC	Radnor	PA	12	$1.01 billion	$10.21 billion	adviserinfo.sec.gov
Circle Wealth Management, LLC	Summit	NJ	31	$1.01 billion	$14.07 billion	adviserinfo.sec.gov
Southeast Asset Advisors, LLC	Thomasville	GA	23	$1.01 billion	$4.20 billion	adviserinfo.sec.gov
Rimrock Capital Management LLC	Irvine	CA	6	$988.9 million	$3.85 billion	adviserinfo.sec.gov
Aaron Wealth Advisors	Chicago	IL	44	$978.3 million	$4.29 billion	adviserinfo.sec.gov
Brown Advisory LTD.	London	United Kingdom	33	$978.3 million	$26.58 billion	adviserinfo.sec.gov
Ferguson Wellman Capital Management, Inc.	Portland	OR	58	$971.8 million	$10.66 billion	adviserinfo.sec.gov
Vaughan Nelson Investment Management, L.P.	Houston	TX	75	$971.2 million	$12.24 billion	adviserinfo.sec.gov
Fifth Third Wealth Advisors LLC	Cincinnati	OH	14	$962.7 million	$7.80 billion	adviserinfo.sec.gov
Cohen Klingenstein, LLC	New York	NY	10	$962.3 million	$3.39 billion	adviserinfo.sec.gov
Fiduciary Consulting Group	Greenwood Village	CO	8	$941.2 million	$14.73 billion	adviserinfo.sec.gov
Bleichroeder LP	New York	NY	6	$935.8 million	$2.43 billion	adviserinfo.sec.gov
Shenkman Capital Management, Inc.	New York	NY	16	$929.4 million	$36.54 billion	adviserinfo.sec.gov
Schroder Investment Management North America Inc	New York	NY	10	$928.3 million	$150.40 billion	adviserinfo.sec.gov
Arrowstreet Capital, Limited Partnership	Boston	MA	2	$927.7 million	$351.32 billion	adviserinfo.sec.gov
Lido	Los Angeles	CA	290	$927.1 million	$42.50 billion	adviserinfo.sec.gov
Summit Trail Advisors, LLC	New York	NY	9	$925.1 million	$19.94 billion	adviserinfo.sec.gov
Congress Asset Management Company, LLP	Boston	MA	94	$920.9 million	$14.20 billion	adviserinfo.sec.gov
Hotchkis and Wiley Capital Management, LLC	Los Angeles	CA	11	$910.2 million	$36.93 billion	adviserinfo.sec.gov
Assetmark, Inc.	Concord	CA	1,649	$909.7 million	$91.76 billion	adviserinfo.sec.gov
Goldman Sachs Wealth Services, L.P.	Cohoes	NY	75	$902 million	$31.69 billion	adviserinfo.sec.gov
Pugh Capital Management, Inc.	Seattle	WA	11	$900.3 million	$12.82 billion	adviserinfo.sec.gov
SCS Capital Management LLC	Boston	MA	14	$882.6 million	$48.65 billion	adviserinfo.sec.gov

By state

State	Advisers
California	604
New York	470
Texas	314
Pennsylvania	271
Florida	268
Massachusetts	236
Illinois	203
Ohio	185
Georgia	152
New Jersey	144
Virginia	141
Michigan	139
Colorado	127
Connecticut	126
North Carolina	124
Minnesota	121
Tennessee	104
Washington	103
Missouri	100
Wisconsin	95
Maryland	90
Oregon	83
Indiana	73
Arizona	72
Kansas	72
South Carolina	57
Iowa	50
Utah	50
Alabama	48
Nebraska	47
Kentucky	41
Oklahoma	40
Louisiana	38
New Hampshire	34
Arkansas	29
Nevada	25
Idaho	25
Vermont	24
Rhode Island	21
Maine	20
Mississippi	20
Montana	16
Wyoming	15
Delaware	12
District of Columbia	11
New Mexico	10
Puerto Rico	9
South Dakota	9
West Virginia	6
Hawaii	6
Alaska	5
North Dakota	5

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.