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 | |
|---|---|---|---|---|---|---|---|
| 701 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | $486.1M | $17.50B | 36 | 2026-03-31 | → |
| 702 | WILSHIRE ADVISORS LLC | 6210 | $485.7M | $149.10B | 307 | 2026-06-30 | → |
| 703 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | $485.2M | $21.35B | 44 | 2026-02-28 | → |
| 704 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $484.5M | $11.14B | 23 | 2025-09-30 | → |
| 705 | COHEN KLINGENSTEIN, LLC | 148428 | $484.5M | $3.39B | 7 | 2026-03-31 | → |
| 706 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $483.7M | $149.48B | 309 | 2026-06-30 | → |
| 707 | SLATE PATH CAPITAL LP | 164751 | $479.5M | $11.99B | 25 | 2026-03-31 | → |
| 708 | SOLAMERE CAPITAL, LLC | 156902 | $478.7M | $5.74B | 12 | 2026-03-31 | → |
| 709 | FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED | 148045 | $478.7M | $32.55B | 68 | 2026-06-30 | → |
| 710 | NORTH OF SOUTH CAPITAL LLP | 300917 | $478.3M | $6.70B | 14 | 2026-03-31 | → |
| 711 | NEPHILA CAPITAL LTD. | 132780 | $476.9M | $12.88B | 27 | 2026-03-31 | → |
| 712 | D'ANNUNZIO CONSULTING GROUP, LLC | 144422 | $475.2M | $1.90B | 4 | 2026-03-31 | → |
| 713 | IRONSIDES ASSET ADVISORS, LLC | 161683 | $474.6M | $1.42B | 3 | 2026-02-28 | → |
| 714 | AXA INVESTMENT MANAGERS US INC | 113608 | $474.5M | $79.24B | 167 | 2026-03-31 | → |
| 715 | INVESTMENT CONSULTING GROUP INC | 106967 | $473.4M | $2.84B | 6 | 2026-03-31 | → |
| 716 | PALOMA PARTNERS MANAGEMENT COMPANY | 138460 | $473.3M | $30.29B | 64 | 2026-05-31 | → |
| 717 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $473.2M | $177.46B | 375 | 2026-05-31 | → |
| 718 | RBB TREASURY LLC | 314581 | $473.2M | $1.89B | 4 | 2026-03-31 | → |
| 719 | TETRAGON FINANCIAL MANAGEMENT LP | 156041 | $472.9M | $4.26B | 9 | 2026-06-30 | → |
| 720 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $472.7M | $9.45B | 20 | 2026-05-31 | → |
| 721 | AHL PARTNERS LLP | 167882 | $472.4M | $68.02B | 144 | 2026-06-30 | → |
| 722 | PARNASSUS INVESTMENTS, LLC | 316904 | $472.4M | $41.09B | 87 | 2026-03-31 | → |
| 723 | 137 VENTURES MANAGEMENT LLC | 162351 | $472.2M | $11.81B | 25 | 2026-04-30 | → |
| 724 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $471.8M | $17.93B | 38 | 2026-03-31 | → |
| 725 | STAIRWAY PARTNERS, LLC | 133157 | $471.6M | $2.36B | 5 | 2026-01-31 | → |
| 726 | KENT LAKE PR LLC | 299642 | $470.8M | $470.8M | 1 | 2025-03-31 | → |
| 727 | RUDNEY ASSOCIATES, INC. | 110235 | $470.1M | $940.2M | 2 | 2026-03-31 | → |
| 728 | ATALAN CAPITAL PARTNERS, LP | 226714 | $470.0M | $3.29B | 7 | 2026-04-30 | → |
| 729 | KEEL WEALTH MANAGEMENT, LLC | 285682 | $470.0M | $470.0M | 1 | 2026-05-31 | → |
| 730 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $469.9M | $10.81B | 23 | 2026-03-31 | → |
| 731 | BVF PARTNERS L.P. | 156149 | $469.8M | $6.11B | 13 | 2026-03-31 | → |
| 732 | AXIA ADVISORY CORP | 107571 | $469.7M | $1.88B | 4 | 2026-05-31 | → |
| 733 | BAKER BROS. ADVISORS LP | 158149 | $469.1M | $28.15B | 60 | 2026-03-31 | → |
| 734 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | $468.8M | $37.04B | 79 | 2026-05-31 | → |
| 735 | POLUNIN CAPITAL PARTNERS LIMITED | 159031 | $468.2M | $7.96B | 17 | 2026-03-31 | → |
| 736 | EHRENKRANZ PARTNERS L.P. | 131728 | $468.2M | $21.54B | 46 | 2026-06-30 | → |
| 737 | ALTAMAR PARTNERS NORTH AMERICA LLC | 283144 | $467.9M | $5.15B | 11 | 2026-03-31 | → |
| 738 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | $466.7M | $4.20B | 9 | 2026-03-31 | → |
| 739 | COATUE MANAGEMENT, L.L.C. | 157910 | $465.9M | $92.71B | 199 | 2026-05-31 | → |
| 740 | EAAA PTE. LIMITED | 300161 | $465.7M | $4.19B | 9 | 2026-06-30 | → |
| 741 | PGIM LUXEMBOURG S.A. | 281562 | $465.7M | $18.63B | 40 | 2026-03-31 | → |
| 742 | FIDUCIENT ADVISORS LLC | 106720 | $464.5M | $97.54B | 210 | 2026-03-31 | → |
| 743 | INVESTCORP INVESTMENT SOLUTIONS LLC | 314925 | $464.3M | $2.79B | 6 | 2025-09-30 | → |
| 744 | MEDLEY PARTNERS MANAGEMENT LLC | 289836 | $464.2M | $6.96B | 15 | 2026-05-31 | → |
| 745 | LEXINGTON PARTNERS L.P. | 147281 | $463.6M | $79.27B | 171 | 2026-06-30 | → |
| 746 | EXPAND FINANCIAL, LLC | 152515 | $462.0M | $2.77B | 6 | 2026-03-31 | → |
| 747 | BOWEN, HANES & CO INC | 105153 | $462.0M | $4.62B | 10 | 2026-02-28 | → |
| 748 | NEXPOINT ASSET MANAGEMENT, L.P. | 149653 | $460.7M | $2.76B | 6 | 2026-03-31 | → |
| 749 | INVESTCORP CREDIT MANAGEMENT US LLC | 165140 | $460.5M | $11.51B | 25 | 2025-10-31 | → |
| 750 | CAMBER CAPITAL MANAGEMENT LP | 298070 | $460.2M | $3.68B | 8 | 2025-04-30 | → |
| 751 | OAK ROOT LLC | 246788 | $460.0M | $920.0M | 2 | 2026-06-30 | → |
| 752 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $459.9M | $31.28B | 68 | 2026-06-30 | → |
| 753 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | 36026 | $459.8M | $5.06B | 11 | 2026-03-31 | → |
| 754 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $459.6M | $23.44B | 51 | 2026-04-30 | → |
| 755 | MAN SOLUTIONS LLC | 157592 | $459.0M | $10.10B | 22 | 2026-03-31 | → |
| 756 | NEUBERGER BERMAN CANADA ULC | 284803 | $459.0M | $12.39B | 27 | 2026-04-30 | → |
| 757 | FI401K ADVISORS, LLC | 168408 | $457.5M | $915.0M | 2 | 2026-01-31 | → |
| 758 | ALTES CAPITAL, LLC | 331481 | $455.6M | $3.19B | 7 | 2026-03-31 | → |
| 759 | VERITAS ASSET MANAGEMENT LLP | 174314 | $455.5M | $19.13B | 42 | 2026-03-31 | → |
| 760 | SILVER ROCK CAPITAL PARTNERS LP | 318007 | $455.2M | $6.83B | 15 | 2026-03-31 | → |
| 761 | 1888 INVESTMENTS, LLC | 312491 | $455.0M | $5.91B | 13 | 2026-03-31 | → |
| 762 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $454.7M | $324.65B | 714 | 2026-05-31 | → |
| 763 | FIDUCIARY MANAGEMENT, INC. | 109149 | $454.4M | $11.36B | 25 | 2026-06-30 | → |
| 764 | PROMANAGE, LLC | 133357 | $451.0M | $4.06B | 9 | 2026-06-30 | → |
| 765 | NZS CAPITAL LLC | 305093 | $450.9M | $4.06B | 9 | 2026-04-30 | → |
| 766 | PERRY CAPITAL PARTNERS LLC | 312808 | $450.0M | $450.0M | 1 | 2025-03-31 | → |
| 767 | K5 GLOBAL ADVISOR LLC | 314373 | $449.8M | $5.85B | 13 | 2026-03-31 | → |
| 768 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $448.6M | $26.46B | 59 | 2026-03-31 | → |
| 769 | TROLUCE CAPITAL ADVISORS LLC | 313120 | $448.5M | $2.24B | 5 | 2026-05-31 | → |
| 770 | COLUMBIA WANGER ASSET MANAGEMENT, LLC | 111168 | $448.5M | $5.83B | 13 | 2025-06-30 | → |
| 771 | SEGAL ADVISORS, INC. | 114687 | $447.8M | $50.15B | 112 | 2026-03-31 | → |
| 772 | S.W. MITCHELL CAPITAL LLP | 163494 | $447.3M | $3.13B | 7 | 2026-06-30 | → |
| 773 | CALYDON CAPITAL, LLC | 285485 | $447.0M | $3.58B | 8 | 2026-04-30 | → |
| 774 | TALBOT FINANCIAL, LLC | 155162 | $446.8M | $1.34B | 3 | 2026-03-31 | → |
| 775 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $446.1M | $30.78B | 69 | 2026-05-31 | → |
| 776 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | $446.0M | $16.50B | 37 | 2026-03-31 | → |
| 777 | BLUESPRUCE INVESTMENTS, LP | 167311 | $445.4M | $4.45B | 10 | 2026-03-31 | → |
| 778 | PARALEL ADVISORS LLC | 315804 | $445.2M | $2.67B | 6 | 2026-01-31 | → |
| 779 | KENTER CANYON CAPITAL, LLC | 150624 | $444.8M | $444.8M | 1 | 2026-03-31 | → |
| 780 | KKR CREDIT ADVISORS (US) LLC | 146629 | $444.7M | $270.85B | 609 | 2026-03-31 | → |
| 781 | CION ARES MANAGEMENT, LLC | 284930 | $444.5M | $8.00B | 18 | 2026-05-31 | → |
| 782 | MACKENZIE INVESTMENTS EUROPE LIMITED | 284912 | $444.3M | $5.33B | 12 | 2026-03-31 | → |
| 783 | CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC | 171534 | $443.9M | $443.9M | 1 | 2026-02-28 | → |
| 784 | OCCUDO QUANTITATIVE STRATEGIES LP | 310070 | $443.4M | $2.22B | 5 | 2026-03-31 | → |
| 785 | FIL INVESTMENT ADVISORS (UK) LTD. | 110970 | $443.3M | $3.55B | 8 | 2026-03-31 | → |
| 786 | EATON VANCE MANAGEMENT | 104859 | $443.0M | $97.02B | 219 | 2026-05-31 | → |
| 787 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | $442.9M | $5.76B | 13 | 2026-03-31 | → |
| 788 | CHADDS FORD WEALTH PARTNERS, LLC | 304159 | $442.5M | $1.33B | 3 | 2026-03-31 | → |
| 789 | JANNEY CAPITAL MANAGEMENT LLC | 159506 | $442.1M | $5.31B | 12 | 2025-11-30 | → |
| 790 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $441.7M | $199.66B | 452 | 2026-05-31 | → |
| 791 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $441.3M | $41.48B | 94 | 2026-06-30 | → |
| 792 | DEEP TRACK CAPITAL, LP | 312459 | $440.7M | $8.37B | 19 | 2026-03-31 | → |
| 793 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $440.7M | $71.83B | 163 | 2026-05-31 | → |
| 794 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $439.9M | $10.12B | 23 | 2025-09-30 | → |
| 795 | SPIVAK ASSET MANAGEMENT, LLC | 125714 | $439.1M | $439.1M | 1 | 2026-03-31 | → |
| 796 | HOLOCENE ADVISORS, LP | 287999 | $438.5M | $50.43B | 115 | 2026-03-31 | → |
| 797 | GABELLI FUNDS, LLC | 104949 | $438.4M | $24.55B | 56 | 2026-03-31 | → |
| 798 | FIRST PACIFIC ADVISORS, LP | 141823 | $438.4M | $32.00B | 73 | 2026-03-31 | → |
| 799 | SAVOIE CAPITAL LLC | 167497 | $438.3M | $1.32B | 3 | 2026-04-30 | → |
| 800 | INDEPENDENCE ASSET ADVISORS, LLC | 152963 | $438.3M | $2.19B | 5 | 2026-03-31 | → |
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