Research Report · 2026-06-30
Registered Investment Advisers Growing AUM Faster Than Headcount
SEC-registered investment advisers ranked by the gap between reported AUM growth and employee growth.
Firms
1,000
Total AUM
$24.97T
Median AUM
$1.82B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM Growth Minus Headcount Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | STONE POINT CREDIT INCOME ADVISER LLC | 332241 | $103,780.5 | $1.19B | 80 | 2026-03-31 | → |
| 2 | VISTASHARES ADVISORS LLC | 331812 | $20,133.7 | $984.0M | 6 | 2026-03-31 | → |
| 3 | SOCIALTRADER.AI INC. | 326985 | $17,886.3 | $73,145 | 4 | 2026-03-31 | → |
| 4 | MOSTT INC. | 332063 | $10,386.5 | $254,054 | 4 | 2026-03-31 | → |
| 5 | WAVVEST WEALTH LLC | 332096 | $8,079.2 | $268.5M | 4 | 2026-05-31 | → |
| 6 | MOUNTAIN POINT CREDIT MANAGEMENT LLC | 330615 | $7,818.5 | $1.22B | 19 | 2026-03-31 | → |
| 7 | ARCA CAPITAL MANAGEMENT, LLC | 305964 | $7,577.4 | $32.8M | 11 | 2026-03-31 | → |
| 8 | CAPITOLIS ADVISORS LLC | 290462 | $4,346.8 | $4.50B | 68 | 2026-04-30 | → |
| 9 | PEPPERTREE CAPITAL MANAGEMENT INC. | 163215 | $2,989.9 | $7.64B | 39 | 2025-03-31 | → |
| 10 | RATSON ADVISORY LLC | 330091 | $2,594 | $2.39B | 2 | 2026-02-28 | → |
| 11 | TREMBLANT ADVISORS LP | 330605 | $2,119.6 | $3.27B | 19 | 2026-03-31 | → |
| 12 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | 334551 | $1,779.8 | $33.57B | 8 | 2026-03-31 | → |
| 13 | 5C LENDING PARTNERS ADVISOR LLC | 328959 | $1,637.6 | $601.8M | 29 | 2026-03-31 | → |
| 14 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | $1,557.2 | $9.14B | 9 | 2026-03-31 | → |
| 15 | 1823 PARTNERS (US) LLC | 333927 | $1,380.5 | $18.53B | 52 | 2026-03-31 | → |
| 16 | PROSPECT CREDIT REIT ADVISOR, LLC | 331345 | $1,213 | $42.6M | 59 | 2026-03-31 | → |
| 17 | FUNDIFY ADVISORS LLC | 319004 | $1,165.9 | $888,512 | 6 | 2026-03-31 | → |
| 18 | DAVERN CAPITAL PARTNERS, LP | 323018 | $1,109.8 | $715.1M | 4 | 2026-03-31 | → |
| 19 | GUGGENHEIM WEALTH SOLUTIONS, LLC | 283238 | $1,069.8 | $371.3M | 10 | 2026-03-31 | → |
| 20 | CORNERSTONE WEALTH PARTNERS, LLC | 146602 | $1,035.5 | $145.9M | 15 | 2026-03-31 | → |
| 21 | 5C INVESTMENT PARTNERS ADVISOR LLC | 330565 | $923.3 | $262.2M | 29 | 2026-03-31 | → |
| 22 | BUILD WHALE, INC. | 330063 | $886.7 | $2.5M | 7 | 2026-03-31 | → |
| 23 | MAGNETAR ASSET MANAGEMENT LLC | 285287 | $805.7 | $1.92B | 167 | 2026-03-31 | → |
| 24 | SVN GLOBAL PRIVATE ADVISORS LLC | 329494 | $775.6 | $38.3M | 3 | 2026-03-31 | → |
| 25 | HEDGEYE ASSET MANAGEMENT, LLC | 336185 | $748.2 | $443.4M | 10 | 2026-02-28 | → |
| 26 | VALLEY FINANCIAL MANAGEMENT, INC. | 105387 | $738.9 | $473,254 | 124 | 2026-02-28 | → |
| 27 | FTA ASSET MANAGEMENT, LLC | 332377 | $690.8 | $1.01B | 13 | 2026-03-31 | → |
| 28 | FARTHER ASSET MANAGEMENT, LLC | 325807 | $649.7 | $2.91B | 7 | 2026-03-31 | → |
| 29 | CRUSONIA WEALTH ADVISORS LLC | 330057 | $548.5 | $1.18B | 20 | 2026-03-31 | → |
| 30 | REDBLACK ADVISERS, INC. | 151692 | $547.5 | $823.6M | 7 | 2026-03-31 | → |
| 31 | DF INVESTMENT MANAGER, LLC | 334742 | $500.1 | $940.8M | 79 | 2026-03-31 | → |
| 32 | MILLENNIAL ADVISERS, LLC. | 170847 | $470.8 | $339.4M | 14 | 2026-03-31 | → |
| 33 | SARMAYA PARTNERS, LLC | 330100 | $399.8 | $33.0M | 6 | 2026-02-28 | → |
| 34 | SENIORS HOUSING FUND MANAGER LLC | 334006 | $362.4 | $3.79B | 40 | 2026-03-31 | → |
| 35 | TEMA ETFS LLC | 332224 | $360.2 | $1.46B | 18 | 2026-03-31 | → |
| 36 | BOOSTER ASSET MANAGEMENT, LLC | 330362 | $355.8 | $346.1M | 2 | 2026-02-28 | → |
| 37 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $347.6 | $49.85B | 33 | 2026-03-31 | → |
| 38 | BPM WEALTH ADVISORS, LLC | 325909 | $337.6 | $268.3M | 6 | 2026-01-31 | → |
| 39 | LUMINT CORPORATION | 324443 | $334.2 | $3.67B | 14 | 2026-03-31 | → |
| 40 | CFI PARTNERS, LLC | 139531 | $312.5 | $26.31B | 47 | 2026-03-31 | → |
| 41 | TIMBER POINT CAPITAL MANAGEMENT LLC | 307366 | $311.3 | $188.3M | 4 | 2026-03-31 | → |
| 42 | EIR PARTNERS CAPITAL, LP | 319010 | $296.9 | $2.72B | 16 | 2026-03-31 | → |
| 43 | SUPERSTATE ADVISERS LLC | 336188 | $289.9 | $1.25B | 33 | 2026-03-31 | → |
| 44 | ELEQUIN CAPITAL, LP | 308371 | $285.8 | $2.07B | 30 | 2026-05-31 | → |
| 45 | SQUARE WAVE CAPITAL LLC | 318517 | $276.2 | $428.8M | 4 | 2026-03-31 | → |
| 46 | GARNET CREDIT MANAGEMENT LLC | 334755 | $261 | $2.30B | 14 | 2026-03-31 | → |
| 47 | VANTAGE INFRASTRUCTURE (USA) INC. | 157458 | $255.6 | $1.47B | 5 | 2026-03-31 | → |
| 48 | TEMPO WEALTH, LLC | 336316 | $252.4 | $804.3M | 12 | 2026-03-31 | → |
| 49 | COLLABORATIVE FUND ADVISORS, LLC | 327121 | $249.6 | $144.8M | 11 | 2026-02-28 | → |
| 50 | OLD BRIDGE WEALTH, INC | 332180 | $246.1 | $143.7M | 5 | 2025-09-30 | → |
| 51 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | $240.5 | $21.69B | 35 | 2026-03-31 | → |
| 52 | TERRAMONT INFRASTRUCTURE MANAGEMENT LLC | 317282 | $221.2 | $549.9M | 6 | 2026-03-31 | → |
| 53 | DAIWA ASSET MANAGEMENT (AMERICA) LTD. | 126191 | $212.2 | $5.96B | 12 | 2026-06-30 | → |
| 54 | PANTHEON VENTURES (UK) LLP | 161631 | $210 | $4.62B | 406 | 2026-03-31 | → |
| 55 | ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC | 322058 | $208.5 | $4.47B | 290 | 2026-02-28 | → |
| 56 | ATCAP PARTNERS, LLC | 158214 | $198.1 | $195.5M | 26 | 2026-04-30 | → |
| 57 | ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. | 158511 | $196.8 | $405.4M | 18 | 2026-03-31 | → |
| 58 | ARC24 MANAGEMENT, LP | 331983 | $182.5 | $179.7M | 4 | 2026-03-31 | → |
| 59 | WASHINGTON HARBOUR PARTNERS LP | 309915 | $171.7 | $4.73B | 12 | 2026-03-31 | → |
| 60 | FUTUREMONEY RIA, LLC | 329835 | $170.6 | $1.6M | 9 | 2026-03-31 | → |
| 61 | CAZ INVESTMENTS REGISTERED ADVISER LLC | 327614 | $168.8 | $540.6M | 83 | 2026-03-31 | → |
| 62 | APOLLO MANAGER, LLC | 327828 | $166.6 | $3.56B | 3,564 | 2026-03-31 | → |
| 63 | FRUITFUL ADVISORY, LLC | 322603 | $161 | $25.2M | 44 | 2026-03-31 | → |
| 64 | MCA CROSS BORDER CAPITAL INC. | 327516 | $158.9 | $64.6M | 9 | 2026-03-31 | → |
| 65 | ACADIA INFRASTRUCTURE CAPITAL LP | 326032 | $158.7 | $288.6M | 11 | 2026-03-31 | → |
| 66 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | 328015 | $154.8 | $1.85B | 25 | 2026-06-30 | → |
| 67 | 1789 CAPITAL MANAGEMENT, LLC | 335007 | $153.9 | $2.73B | 13 | 2026-03-31 | → |
| 68 | SEVEN GRAND MANAGERS LLC | 310026 | $152.2 | $1.24B | 11 | 2026-03-31 | → |
| 69 | SB ADVISORY, LLC | 154680 | $151.4 | $1.10B | 35 | 2026-06-30 | → |
| 70 | GOLDENX COMPANY | 326730 | $150.4 | $1.32B | 11 | 2026-03-31 | → |
| 71 | APOLLO S3 RIC MANAGEMENT, L.P. | 330339 | $149 | $423.8M | 3,564 | 2026-03-31 | → |
| 72 | DIAMETRIC CAPITAL, LP | 288409 | $146.2 | $1.41B | 14 | 2026-03-31 | → |
| 73 | THREE SEASONS WEALTH | 326517 | $141.1 | $1.23B | 14 | 2026-03-31 | → |
| 74 | LIFEWEALTH INVESTMENTS, LLC | 332978 | $138.6 | $490.6M | 22 | 2026-03-31 | → |
| 75 | LEGACY WEALTH ADVISORS, LLC | 326117 | $137.9 | $922.8M | 14 | 2026-03-31 | → |
| 76 | STONECREST ADVISORS, INC. | 142095 | $137.7 | $398.8M | 25 | 2026-04-30 | → |
| 77 | VIRTUS ADVISERS, LLC | 168955 | $135.9 | $1.42B | 8 | 2026-03-31 | → |
| 78 | P/E GLOBAL LLC | 155642 | $130.5 | $1.71B | 62 | 2026-03-31 | → |
| 79 | PIVOTAL ADVISORS LLC | 310612 | $125.4 | $1.07B | 4 | 2026-03-31 | → |
| 80 | BCPC ADVISORS, LP | 327851 | $124.9 | $1.74B | 682 | 2026-03-31 | → |
| 81 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | $123.7 | $16.10B | 250 | 2026-03-31 | → |
| 82 | K5 GLOBAL ADVISOR LLC | 314373 | $123.6 | $5.85B | 13 | 2026-03-31 | → |
| 83 | HTAA, LLC | 171391 | $120.7 | $177.0M | 11 | 2026-03-31 | → |
| 84 | ALTIUM INVESTMENT STRATEGIES LLC | 333950 | $120.2 | $517.7M | 8 | 2026-03-31 | → |
| 85 | HOF CAPITAL MANAGEMENT, LLC | 287485 | $119.5 | $7.25B | 28 | 2026-03-31 | → |
| 86 | PARADIGM INVESTMENT ADVISORY, LLC | 334370 | $118.2 | $425.1M | 8 | 2026-03-31 | → |
| 87 | NUMERAI GP LLC | 282851 | $117.8 | $1.90B | 12 | 2026-03-31 | → |
| 88 | RIZVI TRAVERSE MANAGEMENT, LLC | 160733 | $117.5 | $1.29B | 9 | 2026-03-31 | → |
| 89 | DETALUS ADVISORS, LLC | 117958 | $114.2 | $2.22B | 15 | 2026-03-31 | → |
| 90 | GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. | 291477 | $113.1 | $1.54B | 18 | 2026-03-31 | → |
| 91 | GRATICULE ASIA MACRO ADVISORS LLC | 170787 | $112.8 | $1.54B | 18 | 2026-03-31 | → |
| 92 | FIFTH DOWN CAP LLC | 312861 | $111.6 | $1.69B | 23 | 2026-03-31 | → |
| 93 | PAINSWICK CAPITAL MANAGEMENT LP | 333644 | $110.2 | $1.59B | 6 | 2026-03-31 | → |
| 94 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $109.7 | $10.12B | 64 | 2026-03-31 | → |
| 95 | FRANKLIN MANAGED OPTIONS STRATEGIES, LLC | 325732 | $108.3 | $972.5M | 12 | 2025-12-31 | → |
| 96 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $104.4 | $13.35B | 46 | 2026-03-31 | → |
| 97 | PLEXUS CAPITAL, LLC | 310241 | $104.3 | $3.77B | 50 | 2026-03-31 | → |
| 98 | DIADEMA PARTNERS LP | 331527 | $104.1 | $397.9M | 6 | 2026-03-31 | → |
| 99 | PENTWATER CAPITAL MANAGEMENT LP | 156873 | $103.8 | $19.26B | 45 | 2026-03-31 | → |
| 100 | INNOVATIVE ASSET ADVISORS GROUP, LLC | 336773 | $103.3 | $297.9M | 13 | 2026-03-31 | → |
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