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 | |
|---|---|---|---|---|---|---|---|
| 301 | GAMMA INVESTING LLC | 312573 | $44.4 | $2.28B | 7 | 2026-03-31 | → |
| 302 | WOODLINE PARTNERS LP | 301480 | $43.9 | $36.66B | 102 | 2026-03-31 | → |
| 303 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $43.9 | $62.24B | 103 | 2026-03-31 | → |
| 304 | BWCP, LP | 305638 | $43.7 | $1.23B | 11 | 2026-03-31 | → |
| 305 | COUNTERPOINTE INVESTMENT MANAGEMENT LLC | 333864 | $43.6 | $1.07B | 36 | 2026-03-31 | → |
| 306 | COGENT PRIVATE WEALTH, INC. | 319092 | $43.5 | $250.3M | 8 | 2026-03-31 | → |
| 307 | OASIS CAPITAL PARTNERS (TEXAS) INC. | 171703 | $43.5 | $12.40B | 57 | 2026-03-31 | → |
| 308 | D1 CAPITAL PARTNERS L.P. | 297298 | $43.4 | $40.16B | 79 | 2026-03-31 | → |
| 309 | LCP INSTITUTIONAL, LLC | 325133 | $43.2 | $3.18B | 8 | 2026-03-31 | → |
| 310 | REVIVAL HEALTHCARE CAPITAL LLC | 315069 | $43.2 | $964.3M | 12 | 2026-03-31 | → |
| 311 | BARRETT UPTON CAPITAL PARTNERS LLC | 326104 | $43.1 | $182.3M | 9 | 2026-03-31 | → |
| 312 | HV MANCO, LLC | 315050 | $43.1 | $3.88B | 45 | 2026-03-31 | → |
| 313 | PLANPILOT, LLC | 160319 | $43 | $5.58B | 15 | 2026-02-28 | → |
| 314 | KINGDOM LEGACY ADVISORS CORPORATION | 334847 | $43 | $196.5M | 5 | 2026-01-31 | → |
| 315 | GORDIAN CAPITAL MANAGEMENT, LLC | 337799 | $43 | $28.4M | 7 | 2026-03-31 | → |
| 316 | SPIDERROCK ADVISORS, LLC | 171992 | $42.5 | $9.83B | 61 | 2026-03-31 | → |
| 317 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | $42.5 | $13.88B | 200 | 2026-03-31 | → |
| 318 | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | 156177 | $42.4 | $512.5M | 8 | 2026-03-31 | → |
| 319 | SUNBEAM CAPITAL MANAGEMENT, LLC | 289723 | $42.4 | $410.2M | 3 | 2026-03-31 | → |
| 320 | SILVERARC CAPITAL MANAGEMENT, LLC | 304220 | $42.3 | $1.61B | 9 | 2026-03-31 | → |
| 321 | NOVA INFRASTRUCTURE MANAGEMENT, LLC | 304510 | $42.2 | $1.81B | 19 | 2026-03-31 | → |
| 322 | JEFFERIES CREDIT MANAGEMENT LLC | 324525 | $42.1 | $3.82B | 26 | 2026-03-31 | → |
| 323 | COLTER LEWIS INVESTMENT PARTNERS LLC | 297213 | $41.1 | $3.41B | 18 | 2026-03-31 | → |
| 324 | CASTLEKNIGHT MANAGEMENT LP | 309435 | $41.1 | $4.10B | 13 | 2026-03-31 | → |
| 325 | EVERSEPT PARTNERS, L.P. | 282358 | $41.1 | $2.65B | 10 | 2026-03-31 | → |
| 326 | ALIGNMENT GROWTH MANAGEMENT LLC | 319136 | $40.6 | $593.2M | 10 | 2026-03-31 | → |
| 327 | CHILDFREE WEALTH, LLC | 316489 | $40.5 | $20.7M | 10 | 2026-01-31 | → |
| 328 | NORTHROCK PARTNERS, LLC | 167908 | $40 | $12.19B | 233 | 2026-03-31 | → |
| 329 | SOFINNOVA INVESTMENTS, INC. | 160297 | $39.8 | $5.37B | 41 | 2026-03-31 | → |
| 330 | RTW INVESTMENTS LP | 153232 | $39.7 | $14.14B | 70 | 2026-03-31 | → |
| 331 | FORTUNE FINANCIAL ADVISORS, LLC | 145799 | $39.4 | $322.6M | 6 | 2026-03-31 | → |
| 332 | UP FINANCIAL USA INC. | 326602 | $39.3 | $4.1M | 5 | 2026-05-31 | → |
| 333 | QHP CAPITAL, L.P. | 311710 | $39 | $4.57B | 25 | 2026-03-31 | → |
| 334 | WEISS ASSET MANAGEMENT LP | 155564 | $38.9 | $15.56B | 139 | 2026-03-31 | → |
| 335 | MODUM ASSET MANAGEMENT LLC | 316200 | $38.9 | $283.2M | 5 | 2026-03-31 | → |
| 336 | SHADE TREE ADVISORS LLC | 289905 | $38.7 | $1.45B | 66 | 2026-03-31 | → |
| 337 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | $38.6 | $11.56B | 199 | 2026-03-31 | → |
| 338 | VAN ECK ASSOCIATES CORPORATION | 105080 | $38.5 | $125.61B | 292 | 2026-03-31 | → |
| 339 | RIALTO WEALTH MANAGEMENT, LLC | 319411 | $38.4 | $625.9M | 7 | 2026-03-31 | → |
| 340 | SLATE PATH CAPITAL LP | 164751 | $38.3 | $11.99B | 25 | 2026-03-31 | → |
| 341 | APC ASSET DEVELOPMENT II, LP | 328587 | $38.3 | $2.06B | 46 | 2026-03-31 | → |
| 342 | FAIRBRIDGE ASSET MANAGEMENT LLC | 314538 | $38.2 | $535.4M | 17 | 2026-03-31 | → |
| 343 | OHA PRIVATE CREDIT ADVISORS LLC | 319664 | $38 | $3.58B | 435 | 2026-03-31 | → |
| 344 | LINDEN ADVISORS LP | 135431 | $37.7 | $38.78B | 48 | 2026-03-31 | → |
| 345 | BUENA CAPITAL ADVISORS LLC | 328122 | $37.4 | $12.6M | 4 | 2026-03-31 | → |
| 346 | READYSTATE ASSET MANAGEMENT LP | 317277 | $37.4 | $10.26B | 41 | 2026-03-31 | → |
| 347 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | $37.3 | $9.38B | 209 | 2026-03-31 | → |
| 348 | IA PRIVATE WEALTH (USA) INC. | 322127 | $37.1 | $135.1M | 131 | 2026-03-31 | → |
| 349 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | 288129 | $36.9 | $524.1M | 3 | 2026-03-31 | → |
| 350 | EOC PARTNERS ADVISORS L.P. | 321653 | $36.8 | $2.37B | 7 | 2026-03-31 | → |
| 351 | ARMADA CAPITAL LLC | 307382 | $36.6 | $89.9M | 8 | 2026-03-31 | → |
| 352 | HANCOCK WHITNEY INVESTMENT SERVICES INC. | 40637 | $36.4 | $306.1M | 49 | 2026-03-31 | → |
| 353 | CALLAN FAMILY OFFICE, LLC | 317446 | $36.4 | $10.21B | 49 | 2026-03-31 | → |
| 354 | GUERRA ADVISORS INC. | 282409 | $36.2 | $406.2M | 12 | 2026-03-31 | → |
| 355 | BV INVESTMENT PARTNERS, L.P. | 159349 | $36.2 | $7.94B | 47 | 2026-03-31 | → |
| 356 | DIAMOND CLIENT GROUP, LLC | 310570 | $36.1 | $185.8M | 11 | 2026-03-31 | → |
| 357 | BAYPINE HOLDINGS LP | 311154 | $36 | $5.10B | 55 | 2026-03-31 | → |
| 358 | BITWISE INVESTMENT MANAGER, LLC | 317943 | $35.8 | $721.8M | 26 | 2026-06-30 | → |
| 359 | ZENITH AM | 173046 | $35.6 | $963.6M | 18 | 2026-04-30 | → |
| 360 | AMPLIFY INVESTMENTS LLC | 173781 | $35.4 | $17.70B | 42 | 2026-03-31 | → |
| 361 | CALVERT STREET CAPITAL PARTNERS, INC. | 158096 | $35.3 | $663.1M | 22 | 2026-03-31 | → |
| 362 | SUNPOINTE, LLC | 282505 | $35.2 | $790.7M | 17 | 2026-02-28 | → |
| 363 | KEYWISE CAPITAL MANAGEMENT (HK) LIMITED | 160593 | $35.1 | $2.89B | 18 | 2026-03-31 | → |
| 364 | ADVISORSHARES INVESTMENTS, LLC | 149782 | $35.1 | $1.72B | 11 | 2026-03-31 | → |
| 365 | ROSSMORE PRIVATE CAPITAL, LLC | 288453 | $35.1 | $1.92B | 10 | 2026-03-31 | → |
| 366 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $35 | $159.86B | 231 | 2026-03-31 | → |
| 367 | CAMBRIDGE ASSOCIATES LIMITED, LLC | 106003 | $35 | $8.20B | 15 | 2026-03-31 | → |
| 368 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $34.9 | $18.75B | 35 | 2026-03-31 | → |
| 369 | ENDOWMENT WEALTH MANAGEMENT, INC. | 108652 | $34.8 | $609.2M | 14 | 2026-03-31 | → |
| 370 | MADISON RIVER CAPITAL LLC | 286411 | $34.6 | $1.26B | 14 | 2026-03-31 | → |
| 371 | DALTON INVESTMENTS, INC. | 308609 | $34.5 | $5.72B | 46 | 2026-03-31 | → |
| 372 | FIRST TURN MANAGEMENT, LLC | 327421 | $34.4 | $900.1M | 4 | 2026-03-31 | → |
| 373 | ALKEON CAPITAL MANAGEMENT, LLC | 118059 | $34.4 | $25.29B | 82 | 2026-03-31 | → |
| 374 | THE MASS GROUP L.L.C-FZ | 330425 | $34.3 | $44.0M | 7 | 2026-03-31 | → |
| 375 | ALIGN CAPITAL PARTNERS, LP | 284487 | $34.2 | $2.41B | 35 | 2026-03-31 | → |
| 376 | VERITAS CAPITAL FUND MANAGEMENT, L.L.C. | 157123 | $34.1 | $53.81B | 146 | 2026-03-31 | → |
| 377 | LIQUID STRATEGIES, LLC | 170107 | $34 | $1.45B | 13 | 2026-03-31 | → |
| 378 | KKM FINANCIAL LLC | 165136 | $33.9 | $733.9M | 5 | 2026-03-31 | → |
| 379 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $33.7 | $282.71B | 699 | 2026-03-31 | → |
| 380 | GENESIS PRIVATE WEALTH, LLC | 315692 | $33.7 | $482.4M | 6 | 2026-03-31 | → |
| 381 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | $33.4 | $16.50B | 37 | 2026-03-31 | → |
| 382 | ASPEN INVESTMENT MANAGEMENT INC. | 112081 | $33.4 | $452.5M | 5 | 2026-03-31 | → |
| 383 | AJOVISTA, LLC | 314924 | $33.2 | $269.0M | 13 | 2026-03-31 | → |
| 384 | PFS INVESTMENTS INC. | 10111 | $33.1 | $15.54B | 3,992 | 2026-03-31 | → |
| 385 | DAVIMAN FINANCIAL, LLC | 285030 | $33.1 | $233.9M | 6 | 2026-03-31 | → |
| 386 | CLOUD CAPITAL MANAGEMENT, LLC | 317325 | $33.1 | $300.2M | 5 | 2026-03-31 | → |
| 387 | COIGN CAPITAL ADVISORS LLC | 171306 | $33 | $472.9M | 8 | 2026-02-28 | → |
| 388 | CONTEXT CAPITAL MANAGEMENT LLC | 115167 | $32.9 | $8.01B | 19 | 2026-03-31 | → |
| 389 | SOVRAN ADVISORS, LLC | 329415 | $32.9 | $1.87B | 64 | 2026-03-31 | → |
| 390 | AGTB FUND MANAGER, LLC | 318665 | $32.8 | $4.51B | 239 | 2026-03-31 | → |
| 391 | BEHRMAN BROTHERS MANAGEMENT COMPANY L.P. | 161083 | $32.8 | $1.95B | 15 | 2026-03-31 | → |
| 392 | FIRST TRUST CAPITAL MANAGEMENT L.P. | 317825 | $32.7 | $12.28B | 62 | 2026-03-31 | → |
| 393 | SYCAMORE TREE CAPITAL PARTNERS, L.P. | 311555 | $32.6 | $3.54B | 30 | 2026-03-31 | → |
| 394 | PR MORTGAGE INVESTMENT MANAGEMENT, LLC | 313210 | $32.6 | $1.54B | 9 | 2026-03-31 | → |
| 395 | DELTROIT ASSET MANAGEMENT (UK) LLP | 334286 | $32.5 | $1.66B | 25 | 2026-06-30 | → |
| 396 | APTUS CAPITAL ADVISORS, LLC | 167626 | $32.4 | $14.14B | 40 | 2026-03-31 | → |
| 397 | INTELLIGENT WEALTH SOLUTIONS LLC | 300403 | $32 | $961.0M | 6 | 2026-03-31 | → |
| 398 | RETIREWISE TAX AND WEALTH ADVISORS, INC. | 284394 | $31.7 | $242.8M | 10 | 2026-03-31 | → |
| 399 | FOREST AVENUE CAPITAL MANAGEMENT LP | 321948 | $31.5 | $2.41B | 11 | 2026-03-31 | → |
| 400 | AEGIS WEALTH GROUP, LLC | 222515 | $31.5 | $247.7M | 20 | 2026-03-31 | → |
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