Research Report · 2026-06-30
Registered Investment Advisers with the Highest AUM per Employee
SEC-registered investment advisers ranked by reported regulatory AUM per employee from ADV Part 1 filings.
Firms
1,000
Total AUM
$108.71T
Median AUM
$11.12B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | $1.17B | $5.87B | 5 | 2026-03-31 | → |
| 202 | COMPLUS ASSET MANAGEMENT (UK) LIMITED | 329571 | $1.17B | $5.87B | 5 | 2026-03-31 | → |
| 203 | BIMINI ADVISORS, LLC | 164944 | $1.17B | $11.68B | 10 | 2026-04-30 | → |
| 204 | ARINI CAPITAL MANAGEMENT US LLC | 331263 | $1.17B | $27.99B | 24 | 2026-06-30 | → |
| 205 | AIP MANAGEMENT US INC | 322515 | $1.16B | $2.33B | 2 | 2026-03-31 | → |
| 206 | SITUATIONAL AWARENESS LP | 333011 | $1.16B | $9.28B | 8 | 2026-06-30 | → |
| 207 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $1.16B | $614.93B | 532 | 2026-06-30 | → |
| 208 | AQUAMARINE FINANCIAL (CAYMAN) LTD | 335337 | $1.15B | $5.76B | 5 | 2026-06-30 | → |
| 209 | BRIDGEPOINT LLC | 322260 | $1.15B | $24.18B | 21 | 2026-04-30 | → |
| 210 | CAPITAL BANK AND TRUST COMPANY | 170017 | $1.15B | $139.29B | 121 | 2026-05-31 | → |
| 211 | AB2 CAPITAL PARTNERS LLC | 318038 | $1.15B | $1.15B | 1 | 2026-02-28 | → |
| 212 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | $1.15B | $60.91B | 53 | 2026-03-31 | → |
| 213 | RESOLUTION CAPITAL (US) LIMITED | 298109 | $1.14B | $2.28B | 2 | 2025-09-30 | → |
| 214 | TAYLOR ADVISORS, INC. | 119300 | $1.14B | $15.95B | 14 | 2026-01-31 | → |
| 215 | TEACHERS ADVISORS, LLC | 107157 | $1.14B | $436.33B | 383 | 2026-03-31 | → |
| 216 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $1.14B | $82.00B | 72 | 2026-03-31 | → |
| 217 | ADAGE CAPITAL MANAGEMENT, L.P. | 160679 | $1.14B | $70.44B | 62 | 2026-03-31 | → |
| 218 | TOPLINE CAPITAL MANAGEMENT, LLC | 298981 | $1.13B | $1.13B | 1 | 2026-03-31 | → |
| 219 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $1.13B | $18.07B | 16 | 2026-03-31 | → |
| 220 | INNOVATION X ADVISORS, LLC | 322292 | $1.13B | $4.52B | 4 | 2026-03-31 | → |
| 221 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $1.13B | $57.43B | 51 | 2026-04-30 | → |
| 222 | ALPHA ARCHITECT, LLC | 153905 | $1.13B | $13.50B | 12 | 2026-06-30 | → |
| 223 | NEW CENTURY PARTNERS | 110350 | $1.12B | $1.12B | 1 | 2026-02-28 | → |
| 224 | ASA MANAGED ACCOUNT MANAGERS LLC | 162855 | $1.12B | $1.12B | 1 | 2026-06-30 | → |
| 225 | HIGHLAND ASSOCIATES INC | 104948 | $1.10B | $20.99B | 19 | 2026-03-31 | → |
| 226 | OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC | 289384 | $1.10B | $1.10B | 1 | 2026-04-30 | → |
| 227 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $1.10B | $3.52T | 3,194 | 2026-06-30 | → |
| 228 | PENSERRA CAPITAL MANAGEMENT LLC | 159042 | $1.09B | $17.50B | 16 | 2026-03-31 | → |
| 229 | NYL INVESTORS LLC | 169553 | $1.09B | $329.20B | 301 | 2026-03-31 | → |
| 230 | WHITETAIL ROCK CAPITAL MANAGEMENT, LLC | 156675 | $1.09B | $3.28B | 3 | 2026-03-31 | → |
| 231 | SENTRY MANAGEMENT INC | 107379 | $1.09B | $5.44B | 5 | 2026-03-31 | → |
| 232 | TIAA-CREF TUITION FINANCING, INC. | 108580 | $1.08B | $70.51B | 65 | 2026-06-30 | → |
| 233 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | 171615 | $1.08B | $9.68B | 9 | 2026-02-28 | → |
| 234 | RP MANAGEMENT, LLC | 161569 | $1.07B | $2.14B | 2 | 2026-03-31 | → |
| 235 | UNIVERSA INVESTMENTS L.P. | 146052 | $1.07B | $21.35B | 20 | 2026-03-31 | → |
| 236 | ARMOUR CAPITAL MANAGEMENT LP | 164570 | $1.05B | $21.01B | 20 | 2026-03-31 | → |
| 237 | ADVISOR LOGISTICS, LLC | 292784 | $1.05B | $6.29B | 6 | 2026-03-31 | → |
| 238 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $1.05B | $702.25B | 670 | 2026-06-30 | → |
| 239 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | $1.05B | $51.26B | 49 | 2026-04-30 | → |
| 240 | HRTG GPE, LLC | 157389 | $1.04B | $27.10B | 26 | 2026-06-30 | → |
| 241 | VIOLICH CAPITAL MANAGEMENT | 111410 | $1.04B | $1.04B | 1 | 2026-05-31 | → |
| 242 | GUIDESTONE CAPITAL MANAGEMENT, LLC | 112319 | $1.04B | $36.24B | 35 | 2026-04-30 | → |
| 243 | MACD ADVISORS LLC | 171905 | $1.03B | $1.03B | 1 | 2026-03-31 | → |
| 244 | PINE RIDGE ADVISERS LLC | 296362 | $1.03B | $14.42B | 14 | 2026-03-31 | → |
| 245 | MARINER INVESTMENT GROUP, LLC | 124744 | $1.02B | $149.62B | 146 | 2026-03-31 | → |
| 246 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $1.02B | $588.22B | 574 | 2026-03-31 | → |
| 247 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $1.02B | $12.24B | 12 | 2026-03-31 | → |
| 248 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $1.02B | $267.16B | 262 | 2026-04-30 | → |
| 249 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | $1.02B | $21.39B | 21 | 2026-03-31 | → |
| 250 | TRUWEALTH ADVISORS, LLC | 306876 | $1.02B | $3.05B | 3 | 2026-05-31 | → |
| 251 | AQS ASSET MANAGEMENT, L.L.C. | 131544 | $1.02B | $4.07B | 4 | 2026-03-31 | → |
| 252 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $1.02B | $621.02B | 611 | 2026-05-31 | → |
| 253 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | $1.02B | $9.14B | 9 | 2026-03-31 | → |
| 254 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | 289751 | $1.01B | $80.17B | 79 | 2026-05-31 | → |
| 255 | JERICHO CAPITAL ASSET MANAGEMENT L.P. | 156701 | $1.01B | $10.11B | 10 | 2026-04-30 | → |
| 256 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $1.01B | $30.25B | 30 | 2026-03-31 | → |
| 257 | GREAT HILL CAPITAL, LLC | 328021 | $1.01B | $1.01B | 1 | 2026-01-31 | → |
| 258 | VEST FINANCIAL LLC | 165976 | $996.3M | $51.81B | 52 | 2026-06-30 | → |
| 259 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | $992.4M | $35.73B | 36 | 2026-03-31 | → |
| 260 | AKRE CAPITAL MANAGEMENT, LLC | 109242 | $985.2M | $11.82B | 12 | 2026-06-30 | → |
| 261 | EVANSON ASSET MANAGEMENT, LLC | 135188 | $984.5M | $5.91B | 6 | 2026-02-28 | → |
| 262 | ALTIORA FINANCIAL GROUP, LLC | 292008 | $981.7M | $981.7M | 1 | 2026-03-31 | → |
| 263 | PATTON FUND MANAGEMENT, INC. | 120533 | $977.2M | $977.2M | 1 | 2026-03-31 | → |
| 264 | MEAG NEW YORK CORPORATION | 321962 | $975.4M | $44.87B | 46 | 2026-05-31 | → |
| 265 | MAN SOLUTIONS LIMITED | 108899 | $974.7M | $57.51B | 59 | 2026-06-30 | → |
| 266 | FEDERATED INVESTMENT COUNSELING | 105325 | $972.8M | $207.21B | 213 | 2026-05-31 | → |
| 267 | APPALOOSA LP | 281909 | $971.2M | $20.40B | 21 | 2026-03-31 | → |
| 268 | NEXPOINT REAL ESTATE ADVISORS VII, L.P. | 305956 | $965.4M | $1.93B | 2 | 2026-03-31 | → |
| 269 | DOCKSIDE LLC | 330606 | $962.6M | $9.63B | 10 | 2026-04-30 | → |
| 270 | TRUTINO CAPITAL MANAGEMENT, LLC | 281980 | $959.4M | $6.72B | 7 | 2026-02-28 | → |
| 271 | MARTIN, JAVAN VON | 335035 | $952.3M | $952.3M | 1 | 2026-03-31 | → |
| 272 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $950.6M | $11.41B | 12 | 2026-06-30 | → |
| 273 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | $950.1M | $14.25B | 15 | 2026-06-30 | → |
| 274 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $948.8M | $96.77B | 102 | 2026-03-31 | → |
| 275 | HBC GROUP LLC. | 327012 | $946.9M | $946.9M | 1 | 2026-06-30 | → |
| 276 | MORETON ASSET MANAGEMENT, LLC | 133417 | $941.9M | $4.71B | 5 | 2026-01-31 | → |
| 277 | BRAVE WARRIOR ADVISORS, LLC | 108894 | $939.8M | $5.64B | 6 | 2026-04-30 | → |
| 278 | STONE HILL FIDUCIARY MANAGEMENT, LLC | 164981 | $928.4M | $2.79B | 3 | 2026-03-31 | → |
| 279 | RESOURCE CAPITAL INVESTMENT CORPORATION | 166722 | $926.7M | $3.71B | 4 | 2026-03-31 | → |
| 280 | ARIN RISK ADVISORS LLC | 151491 | $926.0M | $10.19B | 11 | 2026-03-31 | → |
| 281 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | $925.7M | $21.29B | 23 | 2025-07-31 | → |
| 282 | TIDE CYCLE RESOURCES LLC | 330698 | $925.7M | $1.85B | 2 | 2026-03-31 | → |
| 283 | GARDA CAPITAL PARTNERS LP | 282439 | $924.6M | $207.10B | 224 | 2026-03-31 | → |
| 284 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | 332278 | $921.0M | $4.60B | 5 | 2026-03-31 | → |
| 285 | HELLMAN & FRIEDMAN LLC | 158614 | $920.2M | $110.42B | 120 | 2026-03-31 | → |
| 286 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | $915.7M | $111.72B | 122 | 2026-03-31 | → |
| 287 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $915.4M | $29.29B | 32 | 2026-03-31 | → |
| 288 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $915.0M | $23.79B | 26 | 2026-03-31 | → |
| 289 | WHARTON BUSINESS GROUP, LLC | 133722 | $913.2M | $4.57B | 5 | 2026-03-31 | → |
| 290 | MEEDER PUBLIC FUNDS, INC. | 106816 | $911.2M | $70.16B | 77 | 2026-06-30 | → |
| 291 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $908.2M | $18.16B | 20 | 2026-03-31 | → |
| 292 | RPA FINANCIAL, LLC | 294105 | $906.8M | $10.88B | 12 | 2026-06-30 | → |
| 293 | EARNEST PARTNERS LLC | 107926 | $906.6M | $42.61B | 47 | 2026-06-30 | → |
| 294 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $901.9M | $80.27B | 89 | 2026-03-31 | → |
| 295 | NOVACAP MANAGEMENT US INC. | 327243 | $892.7M | $11.61B | 13 | 2026-03-31 | → |
| 296 | LEONARD GREEN & PARTNERS, L.P. | 158164 | $891.6M | $85.60B | 96 | 2026-03-31 | → |
| 297 | GO INVEST LLC | 291884 | $889.0M | $889.0M | 1 | 2026-03-31 | → |
| 298 | ERGUZ, LLC | 168009 | $889.0M | $889.0M | 1 | 2026-03-31 | → |
| 299 | IPEX, INC. | 124337 | $884.7M | $2.65B | 3 | 2026-06-30 | → |
| 300 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $880.0M | $184.81B | 210 | 2026-01-31 | → |
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