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 | |
|---|---|---|---|---|---|---|---|
| 601 | PARALEL ADVISORS LLC | 315804 | $890.4M | $2.67B | 6 | 2026-01-31 | → |
| 602 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $889.1M | $187.60B | 930 | 2026-03-31 | → |
| 603 | DUPREE & COMPANY, INC. | 1697 | $888.2M | $888.2M | 12 | 2026-02-28 | → |
| 604 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | $885.1M | $260.22B | 399 | 2026-03-31 | → |
| 605 | GLADSTONE MANAGEMENT CORPORATION | 122482 | $884.7M | $4.42B | 45 | 2026-04-30 | → |
| 606 | DORSAL CAPITAL MANAGEMENT, LP | 160224 | $884.4M | $6.19B | 16 | 2026-03-31 | → |
| 607 | GTCR LLC | 159545 | $884.4M | $48.64B | 204 | 2026-03-31 | → |
| 608 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | 167243 | $883.7M | $883.7M | 5 | 2026-03-31 | → |
| 609 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | $882.1M | $17.64B | 28 | 2025-07-31 | → |
| 610 | LASALLE INVESTMENT MANAGEMENT, INC. | 109307 | $881.5M | $11.46B | 247 | 2026-03-31 | → |
| 611 | THOMAS MILL ADVISORS LLC | 309304 | $881.1M | $2.64B | 1 | 2025-03-31 | → |
| 612 | TPG GLOBAL ADVISORS, LLC | 159732 | $881.0M | $173.56B | 1,271 | 2026-03-31 | → |
| 613 | SAMLYN CAPITAL, LLC | 158296 | $880.4M | $9.68B | 33 | 2026-03-31 | → |
| 614 | FREEMAN SPOGLI MANAGEMENT CO., L.P. | 156819 | $880.0M | $6.16B | 35 | 2026-03-31 | → |
| 615 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $879.5M | $77.40B | 575 | 2026-03-31 | → |
| 616 | BAMCO, INC. | 110789 | $877.9M | $39.51B | 221 | 2026-05-31 | → |
| 617 | DOCKSIDE LLC | 330606 | $875.1M | $9.63B | 10 | 2026-04-30 | → |
| 618 | BVF PARTNERS L.P. | 156149 | $872.6M | $6.11B | 13 | 2026-03-31 | → |
| 619 | FRAZIER LIFE SCIENCES MANAGEMENT, LP | 317522 | $870.9M | $6.97B | 64 | 2026-03-31 | → |
| 620 | AEA INVESTORS SBF LP | 132753 | $870.3M | $3.48B | 157 | 2026-06-30 | → |
| 621 | MESA WEST CAPITAL, LLC | 158959 | $869.6M | $8.70B | 50 | 2026-05-31 | → |
| 622 | HOSKING PARTNERS LLP | 173527 | $869.0M | $6.95B | 28 | 2026-04-30 | → |
| 623 | VAN ECK ASSOCIATES CORPORATION | 105080 | $866.2M | $125.61B | 292 | 2026-03-31 | → |
| 624 | COMMONWEALTH CREDIT ADVISORS, LLC | 312541 | $865.3M | $1.73B | 150 | 2026-03-31 | → |
| 625 | NEW MOUNTAIN FINANCE ADVISERS, L.L.C. | 155493 | $863.7M | $11.23B | 235 | 2026-06-30 | → |
| 626 | SDC CAPITAL PARTNERS, LLC | 291389 | $862.2M | $9.48B | 44 | 2026-05-31 | → |
| 627 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $861.9M | $21.55B | 183 | 2026-06-30 | → |
| 628 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $860.5M | $51.63B | 711 | 2026-03-31 | → |
| 629 | AEA QP ADVISERS LLC | 124560 | $858.7M | $15.46B | 157 | 2026-06-30 | → |
| 630 | FERMAT CAPITAL MANAGEMENT, LLC | 134099 | $856.9M | $11.14B | 47 | 2026-03-31 | → |
| 631 | COPENHAGEN INFRASTRUCTURE PARTNERS INC. | 321116 | $855.5M | $39.35B | 47 | 2026-03-31 | → |
| 632 | BLACKSTONE MULTI-ASSET ADVISORS L.L.C. | 171640 | $854.3M | $8.54B | 39 | 2026-05-31 | → |
| 633 | BNY MELLON ETF INVESTMENT ADVISER, LLC | 306148 | $853.5M | $11.10B | 3 | 2026-06-30 | → |
| 634 | HH CAPITAL MANAGEMENT, INC. | 310147 | $851.4M | $851.4M | 1 | 2026-03-31 | → |
| 635 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | 157434 | $846.2M | $142.15B | 437 | 2026-05-31 | → |
| 636 | BLACKSTONE IRELAND FUND MANAGEMENT LIMITED | 292144 | $845.9M | $2.54B | 711 | 2026-05-31 | → |
| 637 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $845.6M | $35.52B | 68 | 2026-06-30 | → |
| 638 | AFFINITY ASSET ADVISORS, LLC | 312788 | $845.6M | $1.69B | 10 | 2026-03-31 | → |
| 639 | RESEARCH AFFILIATES, LLC | 120440 | $843.8M | $27.84B | 66 | 2026-03-31 | → |
| 640 | BRIDGE NET LEASE FUND MANAGER LLC | 316623 | $843.3M | $843.3M | 587 | 2026-03-31 | → |
| 641 | MAN SOLUTIONS LLC | 157592 | $841.6M | $10.10B | 22 | 2026-03-31 | → |
| 642 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $840.2M | $187.35B | 227 | 2026-06-30 | → |
| 643 | TWINBEECH CAPITAL LP | 298583 | $838.9M | $2.52B | 7 | 2026-03-31 | → |
| 644 | PENTWATER CAPITAL MANAGEMENT LP | 156873 | $837.6M | $19.26B | 45 | 2026-03-31 | → |
| 645 | QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 156869 | $835.3M | $1.67B | 39 | 2026-03-31 | → |
| 646 | MAVERICK CAPITAL LTD | 108262 | $834.0M | $15.85B | 98 | 2026-03-31 | → |
| 647 | SABAL INVESTMENT ADVISORS, LLC | 169572 | $833.0M | $5.83B | 16 | 2026-03-31 | → |
| 648 | COLUMBIA WANGER ASSET MANAGEMENT, LLC | 111168 | $832.9M | $5.83B | 13 | 2025-06-30 | → |
| 649 | FIERA CAPITAL (UK) LIMITED | 137637 | $831.5M | $4.99B | 60 | 2026-06-30 | → |
| 650 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | $829.1M | $105.30B | 1,790 | 2026-04-30 | → |
| 651 | SILVER HILL ENERGY PARTNERS, LP | 307537 | $829.0M | $2.49B | 49 | 2026-03-31 | → |
| 652 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | 156973 | $828.3M | $106.02B | 643 | 2026-03-31 | → |
| 653 | 20 GATES MANAGEMENT LLC | 155480 | $827.8M | $4.97B | 10 | 2026-03-31 | → |
| 654 | THL MANAGERS VII, LLC | 171042 | $826.3M | $21.48B | 150 | 2026-06-30 | → |
| 655 | MWP ADVISORY, LLC | 309573 | $823.9M | $1.65B | 39 | 2026-03-31 | → |
| 656 | AQUAMARINE FINANCIAL (CAYMAN) LTD | 335337 | $823.1M | $5.76B | 5 | 2026-06-30 | → |
| 657 | KIRKOSWALD ASSET MANAGEMENT LLC | 298735 | $823.1M | $27.16B | 42 | 2026-05-31 | → |
| 658 | AMERICAN SECURITIES LLC | 160648 | $822.0M | $18.91B | 150 | 2026-05-31 | → |
| 659 | CONSULTING GROUP ADVISORY SERVICES LLC | 137463 | $818.3M | $9.82B | 17 | 2026-03-31 | → |
| 660 | WILDCAT CAPITAL MANAGEMENT, LLC | 162178 | $816.7M | $4.08B | 13 | 2026-05-31 | → |
| 661 | GHISALLO CAPITAL MANAGEMENT LLC | 309856 | $814.7M | $4.89B | 39 | 2026-06-30 | → |
| 662 | CHEYNE CAPITAL MANAGEMENT (UK) LLP | 158991 | $814.6M | $39.92B | 152 | 2026-06-30 | → |
| 663 | GATES CAPITAL MANAGEMENT, INC. | 137842 | $814.1M | $3.26B | 14 | 2026-03-31 | → |
| 664 | MAGNITUDE CAPITAL, LLC | 137486 | $812.9M | $10.57B | 47 | 2026-03-31 | → |
| 665 | SUNFLOWER WEALTH ADVISORS LLC | 269963 | $812.8M | $812.8M | 3 | 2026-03-31 | → |
| 666 | HORIZON TECHNOLOGY FINANCE MANAGEMENT LLC | 153052 | $811.1M | $811.1M | 23 | 2026-06-30 | → |
| 667 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $810.8M | $10.54B | 27 | 2026-05-31 | → |
| 668 | HILL CITY CAPITAL LP | 306709 | $810.7M | $4.86B | 7 | 2026-04-30 | → |
| 669 | DYNAMIC BETA INVESTMENTS LLC | 164972 | $810.6M | $5.67B | 7 | 2026-03-31 | → |
| 670 | THE MILESTONE REAL ESTATE GROUP, LP | 161957 | $809.8M | $2.43B | 33 | 2026-04-30 | → |
| 671 | JUNIPER HILL CAPITAL MANAGEMENT LP | 300769 | $808.6M | $2.43B | 14 | 2025-03-31 | → |
| 672 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $808.4M | $97.82B | 248 | 2026-06-30 | → |
| 673 | EURAZEO NORTH AMERICA, INC. | 300444 | $807.3M | $1.61B | 12 | 2026-03-31 | → |
| 674 | DARK FOREST CAPITAL MANAGEMENT LP | 312519 | $805.7M | $2.42B | 14 | 2026-03-31 | → |
| 675 | KYNAM CAPITAL MANAGEMENT, LP | 314368 | $801.8M | $2.41B | 3 | 2026-04-30 | → |
| 676 | PPC INVESTMENT PARTNERS LP | 291331 | $800.9M | $7.21B | 50 | 2026-03-31 | → |
| 677 | EQT PARTNERS INC. | 160179 | $799.9M | $39.20B | 192 | 2026-03-31 | → |
| 678 | SECOR INVESTMENT ADVISORS, LP | 155235 | $797.7M | $12.76B | 44 | 2026-04-30 | → |
| 679 | SILVER POINT CAPITAL, L.P. | 157738 | $797.1M | $46.23B | 357 | 2026-05-31 | → |
| 680 | MIO PARTNERS, INC. | 108637 | $794.5M | $59.59B | 287 | 2026-03-31 | → |
| 681 | LINGOTTO INVESTMENT MANAGEMENT LLP | 324295 | $794.2M | $12.71B | 35 | 2026-04-30 | → |
| 682 | FISHER LYNCH CAPITAL, LLC | 160694 | $793.1M | $9.52B | 24 | 2026-03-31 | → |
| 683 | BROOKFIELD RENEWABLE ENERGY GROUP LLC | 316590 | $792.9M | $99.12B | 1,072 | 2026-03-31 | → |
| 684 | NUVEEN FUND ADVISORS, LLC | 104626 | $792.6M | $186.25B | 137 | 2026-03-31 | → |
| 685 | KR CAPITAL LP | 338229 | $792.4M | $792.4M | 20 | 2026-01-31 | → |
| 686 | TSG CONSUMER PARTNERS LP | 160826 | $792.1M | $14.26B | 73 | 2026-04-30 | → |
| 687 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $791.5M | $102.10B | 86 | 2026-03-31 | → |
| 688 | I SQUARED CAPITAL ADVISORS (US) LLC | 168339 | $790.6M | $60.09B | 331 | 2026-03-31 | → |
| 689 | COMMODORE CAPITAL LP | 304370 | $789.8M | $2.37B | 12 | 2026-03-31 | → |
| 690 | VERCAP MANAGEMENT LLC | 333354 | $789.2M | $1.58B | 8 | 2026-05-31 | → |
| 691 | FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED | 148239 | $787.1M | $2.36B | 12 | 2026-06-30 | → |
| 692 | SUVRETTA CAPITAL MANAGEMENT, LLC | 165153 | $786.7M | $7.87B | 23 | 2026-03-31 | → |
| 693 | INCEPTIONR LLC | 310565 | $786.1M | $786.1M | 3 | 2026-03-31 | → |
| 694 | ARISTOTLE INVESTMENT SERVICES, LLC | 324207 | $785.9M | $16.50B | 27 | 2026-03-31 | → |
| 695 | GLP CAPITAL PARTNERS, INC. | 304917 | $785.4M | $9.42B | 160 | 2025-03-31 | → |
| 696 | COASTLANDS CAPITAL LP | 335329 | $785.0M | $785.0M | 5 | 2026-04-30 | → |
| 697 | BERKSHIRE PARTNERS LLC | 160675 | $783.9M | $29.00B | 152 | 2026-03-31 | → |
| 698 | PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC | 171026 | $783.1M | $28.19B | 110 | 2026-05-31 | → |
| 699 | REDWOOD CAPITAL MANAGEMENT, LLC | 158243 | $782.8M | $10.96B | 33 | 2026-05-31 | → |
| 700 | KOPERNIK GLOBAL INVESTORS, LLC | 168625 | $782.8M | $10.18B | 44 | 2026-03-31 | → |
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