Research Report · 2026-06-30
Registered Investment Advisers with the Highest AUM per Account
SEC-registered investment advisers ranked by reported regulatory AUM per client account from ADV Part 1 filings.
Firms
1,000
Total AUM
$78.25T
Median AUM
$10.40B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM / Account↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | BLACKSTONE GROWTH ADVISORS L.L.C. | 305708 | $1.31B | $10.50B | 48 | 2026-05-31 | → |
| 402 | MADISON AVENUE PARTNERS, LP | 298610 | $1.31B | $3.93B | 7 | 2026-03-31 | → |
| 403 | GLENDON CAPITAL MANAGEMENT L.P. | 166119 | $1.31B | $5.24B | 19 | 2026-03-31 | → |
| 404 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 163427 | $1.31B | $5.24B | 9 | 2026-03-31 | → |
| 405 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $1.30B | $174.54B | 222 | 2026-06-30 | → |
| 406 | SKYE GLOBAL MANAGEMENT LP | 283493 | $1.30B | $5.21B | 7 | 2026-03-31 | → |
| 407 | FOXHAVEN ASSET MANAGEMENT, LP | 168872 | $1.30B | $6.50B | 10 | 2026-03-31 | → |
| 408 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | $1.30B | $12.97B | 48 | 2026-01-31 | → |
| 409 | NEW HOLLAND CAPITAL, LLC | 160211 | $1.30B | $23.32B | 32 | 2026-06-30 | → |
| 410 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $1.29B | $3.67T | 1,968 | 2026-05-31 | → |
| 411 | WFM ASIA (HK) LIMITED | 139184 | $1.29B | $2.59B | 13 | 2026-03-31 | → |
| 412 | WFM ASIA (BVI) LIMITED | 139173 | $1.29B | $2.59B | 13 | 2026-03-31 | → |
| 413 | BLUESTEM ASSET MANAGEMENT, LLC | 158330 | $1.29B | $1.29B | 4 | 2026-05-31 | → |
| 414 | 140 SUMMER PARTNERS LP | 308929 | $1.29B | $3.87B | 14 | 2026-03-31 | → |
| 415 | PIPER SANDLER & CO. | 665 | $1.28B | $1.28B | 1,402 | 2026-03-31 | → |
| 416 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $1.28B | $33.37B | 47 | 2026-03-31 | → |
| 417 | GREAT MOUNTAIN PARTNERS LLC | 309528 | $1.28B | $14.11B | 17 | 2026-03-31 | → |
| 418 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | $1.28B | $17.93B | 128 | 2026-06-30 | → |
| 419 | CVC ADVISORS (U.S.) INC. | 174050 | $1.28B | $25.56B | 70 | 2026-03-31 | → |
| 420 | VOLEON CAPITAL MANAGEMENT LP | 147443 | $1.28B | $29.38B | 158 | 2026-05-31 | → |
| 421 | GLENVIEW CAPITAL MANAGEMENT, LLC | 137640 | $1.27B | $6.37B | 49 | 2026-03-31 | → |
| 422 | POLAR CAPITAL LLP | 136133 | $1.27B | $43.26B | 196 | 2026-06-30 | → |
| 423 | KPS CAPITAL PARTNERS, LP | 157678 | $1.27B | $19.08B | 111 | 2026-03-31 | → |
| 424 | LONE PINE CAPITAL LLC | 156602 | $1.27B | $21.62B | 101 | 2026-03-31 | → |
| 425 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $1.27B | $22.84B | 213 | 2026-03-31 | → |
| 426 | ARINI CAPITAL MANAGEMENT LIMITED | 331241 | $1.27B | $35.53B | 121 | 2026-06-30 | → |
| 427 | CENTERBRIDGE PARTNERS, L.P. | 157359 | $1.27B | $79.86B | 280 | 2026-06-30 | → |
| 428 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $1.27B | $22.77B | 14 | 2026-03-31 | → |
| 429 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $1.27B | $22.77B | 11 | 2026-03-31 | → |
| 430 | SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC | 317225 | $1.26B | $1.26B | 357 | 2026-03-31 | → |
| 431 | RA CAPITAL MANAGEMENT, LP | 160174 | $1.26B | $16.40B | 185 | 2026-03-31 | → |
| 432 | HOLBROOK HOLDINGS, INC. | 283258 | $1.26B | $3.78B | 14 | 2026-02-28 | → |
| 433 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $1.25B | $65.07B | 51 | 2026-01-31 | → |
| 434 | EMPYREAN CAPITAL PARTNERS, LP | 138978 | $1.24B | $4.97B | 31 | 2026-03-31 | → |
| 435 | GOLDEN GATE PRIVATE EQUITY INC. | 157379 | $1.24B | $11.16B | 89 | 2026-04-30 | → |
| 436 | GE VERNOVA INVESTMENT ADVISERS, LLC | 329905 | $1.24B | $1.24B | 21 | 2026-03-31 | → |
| 437 | AGL US DL MANAGEMENT LLC | 331398 | $1.24B | $1.24B | 0 | 2026-03-31 | → |
| 438 | GC ADVISORS LLC | 148687 | $1.24B | $177.85B | 1,035 | 2026-06-30 | → |
| 439 | GI MANAGER L.P. | 161573 | $1.23B | $35.74B | 160 | 2026-03-31 | → |
| 440 | ARCHON PARTNERS LLC | 155756 | $1.23B | $1.23B | 4 | 2026-03-31 | → |
| 441 | HRTG GPE, LLC | 157389 | $1.23B | $27.10B | 26 | 2026-06-30 | → |
| 442 | CAMBER CAPITAL MANAGEMENT LP | 298070 | $1.23B | $3.68B | 8 | 2025-04-30 | → |
| 443 | GRAHAM CAPITAL MANAGEMENT, L.P. | 160925 | $1.22B | $42.87B | 209 | 2026-05-31 | → |
| 444 | 683 CAPITAL MANAGEMENT, LLC | 156181 | $1.22B | $2.44B | 10 | 2026-03-31 | → |
| 445 | ICAPITAL REGISTERED FUND ADVISER LLC | 310587 | $1.22B | $1.22B | 162 | 2026-04-30 | → |
| 446 | PALMER SQUARE BDC ADVISOR LLC | 306742 | $1.22B | $1.22B | 76 | 2026-03-31 | → |
| 447 | BCSF ADVISORS, LP | 282092 | $1.22B | $3.65B | 682 | 2026-03-31 | → |
| 448 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $1.22B | $277.19B | 781 | 2026-03-31 | → |
| 449 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $1.21B | $42.29B | 30 | 2026-04-30 | → |
| 450 | PGIM, INC. | 105676 | $1.21B | $1.13T | 1,990 | 2026-04-30 | → |
| 451 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | 304477 | $1.20B | $13.19B | 31 | 2026-03-31 | → |
| 452 | THOMA BRAVO, L.P. | 157041 | $1.20B | $182.94B | 246 | 2026-03-31 | → |
| 453 | SACHEM HEAD CAPITAL MANAGEMENT LP | 167173 | $1.19B | $7.16B | 17 | 2026-03-31 | → |
| 454 | BLACK LAKE INVESTMENTS LLC | 334605 | $1.19B | $1.19B | 5 | 2026-04-30 | → |
| 455 | ALPINE MANAGEMENT SERVICES III, LLC | 157255 | $1.18B | $18.91B | 96 | 2026-03-31 | → |
| 456 | LIBERTY 77 CAPITAL L.P. | 314378 | $1.18B | $3.55B | 18 | 2026-03-31 | → |
| 457 | ACASTA PARTNERS US LLC | 335005 | $1.18B | $4.72B | 4 | 2026-02-28 | → |
| 458 | PINEGROVE OPPORTUNITY PARTNERS LLC | 328970 | $1.18B | $1.18B | 8 | 2025-09-30 | → |
| 459 | VANTAGEPOINT INVESTMENT ADVISERS, LLC | 109138 | $1.18B | $52.93B | 64 | 2026-06-30 | → |
| 460 | MERITAGE GROUP LP | 142622 | $1.17B | $14.09B | 55 | 2026-03-31 | → |
| 461 | AUDAX PDB MANAGEMENT COMPANY, LLC | 333812 | $1.17B | $1.17B | 249 | 2026-03-31 | → |
| 462 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $1.17B | $32.87B | 87 | 2026-03-31 | → |
| 463 | ROUTE ONE INVESTMENT COMPANY, L.P. | 156398 | $1.17B | $4.68B | 20 | 2026-03-31 | → |
| 464 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $1.17B | $15.19B | 212 | 2026-03-31 | → |
| 465 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $1.17B | $88.78B | 101 | 2026-04-30 | → |
| 466 | BOW RIVER ADVISERS, LLC | 325285 | $1.16B | $1.16B | 27 | 2026-03-31 | → |
| 467 | KENNEDY LEWIS CAPITAL HOLDINGS LLC | 324025 | $1.16B | $1.16B | 144 | 2026-03-31 | → |
| 468 | NEPC, LLC | 110562 | $1.16B | $152.72B | 379 | 2026-05-31 | → |
| 469 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | $1.15B | $35.73B | 36 | 2026-03-31 | → |
| 470 | GMT CAPITAL CORP. | 160404 | $1.15B | $6.90B | 19 | 2026-03-31 | → |
| 471 | MASON STREET ADVISORS, LLC | 114085 | $1.15B | $39.08B | 13 | 2026-03-31 | → |
| 472 | STONE POINT CAPITAL LLC | 156521 | $1.15B | $67.63B | 121 | 2026-03-31 | → |
| 473 | ABACUS CAPITAL GROUP LLC | 157243 | $1.15B | $6.88B | 33 | 2026-03-31 | → |
| 474 | DEEPCURRENTS INVESTMENT GROUP LLC | 288159 | $1.15B | $4.58B | 12 | 2026-03-31 | → |
| 475 | PORTMAN SQUARE CAPITAL LLP | 319011 | $1.15B | $4.58B | 27 | 2026-05-31 | → |
| 476 | 1WS CAPITAL ADVISORS, LLC | 298723 | $1.14B | $1.14B | 9 | 2026-03-31 | → |
| 477 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | $1.14B | $21.69B | 35 | 2026-03-31 | → |
| 478 | TELEMARK ASSET MANAGEMENT, LLC | 156770 | $1.14B | $1.14B | 3 | 2026-03-31 | → |
| 479 | IDR INVESTMENT MANAGEMENT, LLC | 286208 | $1.13B | $10.19B | 15 | 2026-03-31 | → |
| 480 | BRIDGEWATER ASSOCIATES, LP | 105129 | $1.13B | $150.16B | 1,135 | 2026-05-31 | → |
| 481 | CAPITOLIS ADVISORS LLC | 290462 | $1.13B | $4.50B | 68 | 2026-04-30 | → |
| 482 | WESTBRIDGE CAPITAL US ADVISORS, LP | 161527 | $1.12B | $7.86B | 90 | 2026-03-31 | → |
| 483 | WITT LAKE ASSET MANAGEMENT LLC | 335523 | $1.12B | $1.12B | 2 | 2026-06-30 | → |
| 484 | BDT CAPITAL PARTNERS, LLC | 160914 | $1.12B | $51.52B | 498 | 2026-03-31 | → |
| 485 | PARADIGM BIOCAPITAL ADVISORS LP | 312544 | $1.12B | $4.47B | 11 | 2026-05-31 | → |
| 486 | TPG CAPITAL ADVISORS, LLC | 159738 | $1.12B | $140.57B | 414 | 2026-06-30 | → |
| 487 | VALLEY FORGE CAPITAL MANAGEMENT, LP | 162953 | $1.11B | $4.45B | 9 | 2026-03-31 | → |
| 488 | ALPHA WAVE GLOBAL, LP | 160894 | $1.11B | $26.66B | 113 | 2026-03-31 | → |
| 489 | SANDERS CAPITAL, LLC | 151480 | $1.11B | $122.18B | 26 | 2026-03-31 | → |
| 490 | CRESCENT CAP NT ADVISORS, LLC | 324139 | $1.11B | $1.11B | 0 | 2026-03-31 | → |
| 491 | BLUECOVE LIMITED | 307090 | $1.10B | $9.89B | 62 | 2026-03-31 | → |
| 492 | NEXPOINT REAL ESTATE ADVISORS X, L.P. | 317203 | $1.10B | $1.10B | 2 | 2026-03-31 | → |
| 493 | JPMORGAN FUNDS LIMITED | 172045 | $1.10B | $72.40B | 0 | 2026-05-31 | → |
| 494 | BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | 151605 | $1.09B | $152.13B | 1,413 | 2026-04-30 | → |
| 495 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 311926 | $1.09B | $3.28B | 8 | 2026-03-31 | → |
| 496 | AVANTYR CAPITAL PARTNERS, LP | 337895 | $1.09B | $3.27B | 22 | 2026-03-31 | → |
| 497 | BAYVIEW ASSET MANAGEMENT, LLC | 157053 | $1.09B | $64.21B | 556 | 2026-05-31 | → |
| 498 | FIRST SENTIER INVESTORS (SINGAPORE) | 165124 | $1.08B | $10.84B | 55 | 2026-03-31 | → |
| 499 | CORNERSTONE TRUST MANAGEMENT SERVICES LLC | 170864 | $1.08B | $1.08B | 2 | 2026-03-31 | → |
| 500 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | $1.07B | $80.36B | 113 | 2026-06-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30