Top Fund Marketers

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Custodians, Auditors, Brokers & Marketers

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Fund Service Providers
Firms disclose their funds' custodians, auditors, brokers, and marketers on SEC IAPD Schedule D. These leaderboards rank each provider by the number of private funds it serves. Provider pages chart cumulative funds over time, by each fund's first filing year.
Overview Custodians Auditors Brokers Marketers
# Top Marketers Fund AUM Funds
1101 LPL Enterprise LLC 10.1 B 1
1102 Citi Group Global Markets Inc 10.1 B 1
1103 &Partners LLC 10.1 B 1
1104 Joseph Grace Holdings Inc 10.1 B 22
1105 Mitchell Asset Management PTY Ltd 10.1 B 5
1106 Bulltick LLC 10.1 B 10
1107 PVE Capital LLP 10.1 B 96
1108 Raymond James Ltd 10.0 B 28
1109 Flying Cloud Securities LLC 10.0 B 35
1110 Fidante Partners Limited 10.0 B 4
1111 JPMorgan Asset Management Europe SARL 10.0 B 32
1112 Partners Capital Investment Group LLP 10.0 B 6
1113 Leith Wheeler Investment Council Ltd 10.0 B 2
1114 BNK Securties Co Ltd 10.0 B 4
1115 Trichotomy Consulting 10.0 B 2
1116 51 North Capital GmbH 9.9 B 15
1117 Manulife Investment Management Singapore PTE Ltd 9.9 B 14
1118 First Allied Securities Inc 9.9 B 26
1119 Threadmark LLP 9.9 B 30
1120 Banque Transatlantique Sa 9.9 B 3
1121 Birdview Capital AG 9.9 B 3
1122 JPMorgan Asset Management Taiwan Limited 9.9 B 33
1123 Royal Mutual Funds Inc 9.9 B 14
1124 Mitsubishi UFJ Alternative Investments Co 9.9 B 2
1125 Sun Life Institutional Distributors US LLC 9.9 B 5
1126 Volcom Capital Sa 9.9 B 1
1127 NH Investment & Securities 9.8 B 10
1128 American Portfolios Financial Services Inc 9.8 B 2
1129 Matrix Capital Group 9.8 B 29
1130 CH Advisors 9.7 B 13
1131 AMG Funds LLC 9.7 B 14
1132 Artist Capital Inc 9.7 B 17
1133 Investment Placement Group 9.7 B 12
1134 CV Brokerage Inc 9.7 B 48
1135 Principal Funds Distributor Inc 9.7 B 35
1136 Picton International Corp 9.7 B 20
1137 S F Sentry Securities Inc 9.7 B 5
1138 RT Financial Services 9.7 B 4
1139 Grvpk Asesores SAS 9.7 B 2
1140 Lytton Financial Inc 9.6 B 33
1141 Anaxis Sa 9.6 B 1
1142 JP Morgan Asset Management 9.5 B 16
1143 Wictor Family Office 9.5 B 44
1144 Wealth Management Cube Limited 9.5 B 5
1145 Link Capital Partners Distribucin Spa 9.5 B 3
1146 Wells Fargo Bank 9.4 B 62
1147 West Coast Financial LLC 9.4 B 5
1148 Leo Wealth LLC 9.4 B 5
1149 Cherry Tree & Associates LLC 9.4 B 8
1150 Concept Asset Management 9.4 B 25
1151 Lion Street Financial LLC 9.4 B 9
1152 Agence Francaise Du Patrimoine 9.4 B 3
1153 Taurus Asset Management Sa 9.4 B 3
1154 Bluepointe Capital Management LLC 9.3 B 6
1155 IIFL Wealth Management Ltd 9.3 B 3
1156 UBS Limited 9.3 B 8
1157 SEIA 9.3 B 7
1158 Credit Suisse Asset Management LLC 9.3 B 31
1159 Lindenstone Invest GmbH & Co KG GP 9.3 B 5
1160 Quincy International Advisors LLC 9.3 B 15
1161 Schroder Investment Management Hong Kong Limited 9.3 B 28
1162 Principle Advisory Services PTY Ltd 9.3 B 11
1163 Morgan Stanley Asia Limited 9.2 B 12
1164 Snowden Capital Advisors LLC 9.2 B 19
1165 UBS Asset Management Canada Inc 9.2 B 15
1166 Stern Capital LLC 9.2 B 13
1167 Prometheus Financial LLC 9.2 B 6
1168 Barclays 9.2 B 13
1169 Pacific Capital Group 9.2 B 31
1170 Cetera Financial Specialists LLC 9.2 B 10
1171 Truist Bank 9.2 B 3
1172 Cardo Holdings CRS Ltd 9.2 B 18
1173 Cetera Wealth Services LLC 9.1 B 7
1174 Horseneck Capital Advisors LLC 9.1 B 12
1175 The Asset Management Exchange UK Limited 9.1 B 19
1176 Orpheus Partners Limited 9.1 B 9
1177 Provest Asset Management Suisse Sa 9.1 B 17
1178 Soling Partners LLC 9.1 B 7
1179 Shelter Rock Capital Group LLC 9.1 B 26
1180 BNY Mellon Investment Management Japan Limited 9.1 B 7
1181 Parvus Asset Management Services LLP 9.1 B 11
1182 Foreside Funds Distributors LLC 9.0 B 39
1183 Credicorp Capital Securities Inc 9.0 B 10
1184 Appleton Partners Inc 9.0 B 5
1185 First Foundation Advisors 9.0 B 4
1186 Kukui Tree Capital Management LLC 9.0 B 4
1187 Monarch Wealth Strategies 9.0 B 4
1188 John Moore & Associates Inc 9.0 B 4
1189 Seven Post Investment Office LP 9.0 B 4
1190 Alejandro Probert 9.0 B 17
1191 Homrich Berg 9.0 B 3
1192 VCP Advisors LLC 9.0 B 25
1193 UBS Asset Management Canada Co 8.9 B 12
1194 Westshore Wealth 8.9 B 3
1195 Balentine 8.9 B 5
1196 BTG Pactual 8.9 B 6
1197 Northern Lights Alternative Advisors LLP 8.9 B 23
1198 Fenera & Partners SGR Spa 8.9 B 3
1199 Servicios Financieros Altis Sa 8.9 B 5
1200 Ullico Investment Company LLC 8.9 B 9
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