U.S. Bancorp Investments, Inc.
$62.3B reported client assets across 32 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 24 firms that reported U.S. Bancorp Investments, Inc. in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 5 cohort firms, FY2018: 8 cohort firms, FY2019: 10 cohort firms, FY2020: 12 cohort firms, FY2021: 18 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $19.3B | $19.3B | 100.0% | 03/28/2025 |
| Envestnet Portfolio Solutions, Inc. | $12.0B | $29.3B | 40.8% | 03/31/2025 |
| Kindred Spirits Investment Management, Llc | $6.7B | $8.7B | 76.5% | 03/03/2025 |
| Pretium Residential Credit Management, Llc | $5.7B | $23.2B | 24.3% | 03/28/2025 |
| Bahl & Gaynor Llc | $3.7B | $20.1B | 18.4% | 02/25/2025 |
| Clearwater Advisors, Llc | $2.9B | $4.5B | 63.9% | 03/06/2025 |
| 1919 Investment Counsel, Llc | $2.5B | $24.0B | 10.6% | 03/31/2025 |
| Smartleaf Asset Management Llc | $2.5B | $3.7B | 66.9% | 03/21/2025 |
| Kaufman Hall Investment Management, Llc | $1.4B | $2.3B | 59.9% | 03/21/2025 |
| F/M Investments Llc | $1.2B | $16.9B | 7.0% | 04/01/2025 |
| Kings Path Partners Llc | $837M | $1.3B | 65.9% | 01/21/2025 |
| Cumberland Advisors, Llc | $681M | $3.3B | 20.3% | 01/31/2025 |
| Seelaus Asset Management, Llc | $548M | $1.6B | 35.3% | 03/26/2025 |
| Ehlers Investment Partners, Llc | $456M | $2.7B | 16.7% | 09/04/2024 |
| Blueprint Investment Partners Llc | $278M | $1.2B | 22.6% | 03/26/2025 |
| 12 Th Street Asset Management Llc | $274M | $625M | 43.8% | 03/12/2025 |
| Independence Asset Advisors, Llc | $270M | $1.7B | 15.6% | 03/24/2025 |
| Orleans Capital Management Corp | $247M | $1.6B | 15.6% | 03/27/2025 |
| Hunter Lewis Llc | $213M | $226M | 94.4% | 03/26/2025 |
| Jackson Creek Investment Advisors Llc | $171M | $344M | 49.6% | 01/31/2025 |
| Phoenix Merchant Partners, Lp | $142M | $1.6B | 8.8% | 03/31/2025 |
| Sheets Smith Wealth Management | $129M | $1.2B | 10.4% | 03/03/2025 |
| Stance Capital Llc | $115M | $228M | 50.2% | 05/01/2025 |
| Ethic Inc. | $95.2M | $5.9B | 1.6% | 03/31/2025 |
| Midatlantic Capital Management, Inc. | $45.3M | $448M | 10.1% | 02/03/2025 |
| N | $37.0M | $315M | 11.7% | 03/19/2025 |
| Westfuller Advisors, Llc | $19.0M | $2.1B | 0.9% | 03/31/2025 |
| Constellation Capital Management Llc | $18.3M | $254M | 7.2% | 03/28/2025 |
| Tnl Asset Management Llc | $15.5M | $131M | 11.9% | 02/13/2025 |
| Empiric Advisors, Inc. | $12.1M | $63.6M | 19.0% | 03/05/2025 |
| Rivernorth Capital Management, Llc | $11.1M | $6.2B | 0.2% | 03/26/2025 |
| Brookline Investments, Inc. | $11.0M | $403M | 2.7% | 03/27/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.