Research Report · 2026-06-30
Registered Investment Advisers with the Highest AUM per Investment Advisory Employee
SEC-registered investment advisers ranked by aum / investment advisory employee.
Firms
1,000
Total AUM
$124.94T
Median AUM
$22.78B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM / Investment Advisory Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | $593.8M | $10.09B | 50 | 2026-03-31 | → |
| 902 | GUARDCAP ASSET MANAGEMENT LIMITED | 297056 | $593.4M | $5.93B | 24 | 2026-03-31 | → |
| 903 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | $593.4M | $5.93B | 20 | 2026-03-31 | → |
| 904 | ARENA CAPITAL ADVISORS LLC | 170313 | $592.0M | $5.33B | 26 | 2026-05-31 | → |
| 905 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $591.9M | $35.52B | 68 | 2026-06-30 | → |
| 906 | KINETIC PARTNERS MANAGEMENT, LP | 318097 | $591.0M | $4.73B | 15 | 2026-03-31 | → |
| 907 | WASHINGTON HARBOUR PARTNERS LP | 309915 | $590.6M | $4.73B | 12 | 2026-03-31 | → |
| 908 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $590.0M | $326.29B | 1,679 | 2026-03-31 | → |
| 909 | FLEXSTONE PARTNERS, LLC | 147353 | $589.3M | $5.30B | 28 | 2026-03-31 | → |
| 910 | SAROFIM TRUST CO., LTA | 106590 | $589.1M | $12.96B | 26 | 2026-05-31 | → |
| 911 | BRIDGEWATER ASSOCIATES, LP | 105129 | $588.9M | $150.16B | 1,135 | 2026-05-31 | → |
| 912 | FIVE POINT INFRASTRUCTURE LLC | 171158 | $587.8M | $7.05B | 33 | 2026-04-30 | → |
| 913 | FINACCESS ADVISORS, LLC | 150697 | $587.7M | $4.11B | 13 | 2026-03-31 | → |
| 914 | KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286032 | $587.3M | $4.70B | 9 | 2026-06-30 | → |
| 915 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | 160265 | $586.9M | $18.19B | 32 | 2026-03-31 | → |
| 916 | BREAKWALL INVESTMENT ADVISOR LLC | 328990 | $586.8M | $3.52B | 9 | 2026-05-31 | → |
| 917 | ASSET DEDICATION, LLC | 151988 | $586.6M | $2.93B | 7 | 2026-03-31 | → |
| 918 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | 323370 | $586.1M | $7.03B | 14 | 2026-03-31 | → |
| 919 | CAMBRIDGE ASSOCIATES LIMITED, LLC | 106003 | $585.9M | $8.20B | 15 | 2026-03-31 | → |
| 920 | ENERGY CAPITAL PARTNERS MANAGEMENT, LP | 155020 | $585.9M | $33.39B | 95 | 2026-04-30 | → |
| 921 | PACIFIC CAPITAL PARTNERS LIMITED | 305066 | $585.5M | $12.88B | 62 | 2025-09-30 | → |
| 922 | GREENHOUSE FUNDS LLLP | 169840 | $585.4M | $2.93B | 9 | 2026-05-31 | → |
| 923 | ONE MADISON GROUP LLC | 320876 | $585.3M | $7.02B | 23 | 2026-03-31 | → |
| 924 | ROUTE ONE INVESTMENT COMPANY, L.P. | 156398 | $585.2M | $4.68B | 20 | 2026-03-31 | → |
| 925 | ANDROS CAPITAL PARTNERS LLC | 310641 | $584.8M | $3.51B | 6 | 2026-03-31 | → |
| 926 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $584.3M | $12.27B | 48 | 2025-12-31 | → |
| 927 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | $584.2M | $35.05B | 70 | 2026-03-31 | → |
| 928 | HBK INVESTMENTS L.P. | 115079 | $583.8M | $35.61B | 198 | 2026-06-30 | → |
| 929 | LINDBROOK CAPITAL, LLC | 155812 | $583.5M | $3.50B | 10 | 2025-02-28 | → |
| 930 | REVERENCE CAPITAL PARTNERS, L.P. | 171471 | $583.4M | $18.09B | 47 | 2026-03-31 | → |
| 931 | FOUNDRY GROUP, LLC | 159541 | $583.3M | $3.50B | 10 | 2026-03-31 | → |
| 932 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $583.1M | $23.32B | 47 | 2026-03-31 | → |
| 933 | SABAL INVESTMENT ADVISORS, LLC | 169572 | $583.1M | $5.83B | 16 | 2026-03-31 | → |
| 934 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $582.8M | $12.82B | 39 | 2026-03-31 | → |
| 935 | RADCLIFF MANAGEMENT LLC | 287589 | $582.7M | $2.91B | 10 | 2026-03-31 | → |
| 936 | MAJEDIE ASSET MANAGEMENT LIMITED | 284796 | $582.1M | $10.48B | 61 | 2024-12-31 | → |
| 937 | FARTHER ASSET MANAGEMENT, LLC | 325807 | $581.1M | $2.91B | 7 | 2026-03-31 | → |
| 938 | NEUBERGER BERMAN ASIA LIMITED | 154286 | $579.7M | $11.01B | 62 | 2026-03-31 | → |
| 939 | HERITAGE INVESTORS MANAGEMENT CORP | 110420 | $579.1M | $4.63B | 22 | 2026-03-31 | → |
| 940 | CLAYTON, DUBILIER & RICE, LLC | 160492 | $578.5M | $87.35B | 271 | 2026-04-30 | → |
| 941 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | $576.9M | $21.35B | 44 | 2026-02-28 | → |
| 942 | PORTFOLIO ADVISORS LLC | 105981 | $576.4M | $47.84B | 164 | 2026-03-31 | → |
| 943 | ONEX PARTNERS MANAGER LP | 160923 | $576.2M | $22.47B | 180 | 2026-05-31 | → |
| 944 | CEVIAN CAPITAL II GP LIMITED | 140659 | $575.8M | $17.85B | 61 | 2026-04-30 | → |
| 945 | GCM GROSVENOR L.P. | 108654 | $575.2M | $95.49B | 466 | 2026-06-30 | → |
| 946 | STABLE ASSET MANAGEMENT LP | 309966 | $575.0M | $4.60B | 21 | 2026-06-30 | → |
| 947 | LEEWARD INVESTMENTS, LLC | 312557 | $574.0M | $2.87B | 14 | 2026-03-31 | → |
| 948 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | $573.6M | $37.86B | 164 | 2026-06-30 | → |
| 949 | ARISTEIA CAPITAL, LLC | 135986 | $572.3M | $13.73B | 65 | 2026-03-31 | → |
| 950 | LANDMARK MANAGEMENT, LLC | 157511 | $572.2M | $6.29B | 30 | 2026-03-31 | → |
| 951 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $571.3M | $25.71B | 120 | 2026-05-31 | → |
| 952 | CORVEX MANAGEMENT LP | 158197 | $571.1M | $4.57B | 16 | 2026-03-31 | → |
| 953 | BT FAMILY OFFICE, LLC | 305713 | $570.9M | $4.00B | 7 | 2026-03-31 | → |
| 954 | PORT CAPITAL LLC | 206517 | $570.8M | $2.85B | 13 | 2026-02-28 | → |
| 955 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $570.8M | $40.52B | 122 | 2026-06-30 | → |
| 956 | FIRST SENTIER INVESTORS (SINGAPORE) | 165124 | $570.5M | $10.84B | 55 | 2026-03-31 | → |
| 957 | WASATCH ADVISORS LP | 106081 | $569.4M | $23.35B | 96 | 2026-03-31 | → |
| 958 | MSA ADVISORS, LLC | 305170 | $567.5M | $9.65B | 34 | 2026-03-31 | → |
| 959 | RENAISSANCE TECHNOLOGIES LLC | 106661 | $566.9M | $96.38B | 310 | 2026-04-30 | → |
| 960 | SIMPLIFY ASSET MANAGEMENT INC. | 309535 | $566.8M | $9.64B | 45 | 2025-10-31 | → |
| 961 | SILVER CREEK ADVISORY PARTNERS LLC | 156667 | $566.6M | $10.20B | 47 | 2026-03-31 | → |
| 962 | CONIFER MANAGEMENT, LLC | 283492 | $566.4M | $4.53B | 29 | 2026-03-31 | → |
| 963 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 144533 | $566.4M | $399.90B | 2,593 | 2026-06-30 | → |
| 964 | NOMURA ASSET MANAGEMENT SINGAPORE LIMITED | 110813 | $566.0M | $13.02B | 43 | 2025-06-30 | → |
| 965 | PAMPLONA CAPITAL MANAGEMENT LLC | 160860 | $565.8M | $2.83B | 9 | 2026-03-31 | → |
| 966 | TENOR CAPITAL MANAGEMENT COMPANY, L.P. | 153277 | $564.9M | $10.17B | 19 | 2026-03-31 | → |
| 967 | ORCHARD GLOBAL ASSET MANAGEMENT LLP | 287599 | $564.2M | $11.28B | 60 | 2026-03-31 | → |
| 968 | OCEAN PARK ASSET MANAGEMENT, LLC | 145634 | $562.2M | $3.94B | 58 | 2026-05-31 | → |
| 969 | TCG CROSSOVER MANAGEMENT, LLC | 311718 | $561.7M | $5.06B | 16 | 2026-05-31 | → |
| 970 | WESTERN ASSET MANAGEMENT COMPANY PTE LTD | 142188 | $560.4M | $2.80B | 9 | 2026-06-30 | → |
| 971 | THE BOLLARD GROUP LLC | 155317 | $560.4M | $6.72B | 29 | 2026-03-31 | → |
| 972 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $560.2M | $17.93B | 38 | 2026-03-31 | → |
| 973 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | $560.2M | $12.88B | 82 | 2026-05-31 | → |
| 974 | CIGNA INVESTMENTS, INC. | 105811 | $560.0M | $25.76B | 108 | 2026-03-31 | → |
| 975 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $559.8M | $81.18B | 431 | 2026-05-31 | → |
| 976 | FIDUCIARY COUNSELLING INC | 104753 | $558.7M | $10.06B | 87 | 2026-03-31 | → |
| 977 | POINTER MANAGEMENT, LLC | 156810 | $558.2M | $2.79B | 16 | 2026-03-31 | → |
| 978 | R SQUARED BM LLC | 308920 | $558.1M | $3.35B | 15 | 2026-03-31 | → |
| 979 | INVESTCORP INVESTMENT SOLUTIONS LLC | 314925 | $557.2M | $2.79B | 6 | 2025-09-30 | → |
| 980 | SHAOLIN CAPITAL MANAGEMENT LLC | 300095 | $556.2M | $3.89B | 14 | 2026-03-31 | → |
| 981 | ASPEN GROVE CAPITAL, LLC | 158166 | $555.8M | $6.67B | 22 | 2026-03-31 | → |
| 982 | OHANA ADVISORS MANAGEMENT, LLC | 158515 | $555.7M | $2.78B | 13 | 2026-05-31 | → |
| 983 | ALPHA WAVE GLOBAL, LP | 160894 | $555.5M | $26.66B | 113 | 2026-03-31 | → |
| 984 | STEGNER INVESTMENT ASSOCIATES INC | 107480 | $553.8M | $2.77B | 10 | 2026-03-31 | → |
| 985 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $552.5M | $11.05B | 28 | 2026-03-31 | → |
| 986 | ALAMO ADVISORS, LP | 122290 | $552.5M | $3.87B | 15 | 2026-03-31 | → |
| 987 | SOVEREIGN INVESTMENT ADVISORS LLC | 149040 | $552.1M | $3.31B | 8 | 2026-06-30 | → |
| 988 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $551.9M | $141.83B | 740 | 2026-06-30 | → |
| 989 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $551.6M | $5.52B | 17 | 2026-03-31 | → |
| 990 | SMEAD CAPITAL MANAGEMENT, INC. | 143567 | $551.6M | $5.52B | 18 | 2026-03-31 | → |
| 991 | PECONIC PARTNERS LLC | 108857 | $549.5M | $2.75B | 12 | 2026-03-31 | → |
| 992 | CQS (US), LLC | 147329 | $549.3M | $5.49B | 16 | 2026-06-30 | → |
| 993 | THE BAUPOST GROUP, L.L.C. | 109530 | $548.5M | $24.68B | 210 | 2026-03-31 | → |
| 994 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $548.2M | $5.48B | 21 | 2026-03-31 | → |
| 995 | FIDUCIARYVEST, LLC | 134351 | $548.2M | $4.93B | 10 | 2026-03-31 | → |
| 996 | ABNER HERRMAN & BROCK, LLC | 8517 | $547.2M | $2.74B | 13 | 2026-06-30 | → |
| 997 | GRADIENT INVESTMENTS, LLC | 141726 | $546.7M | $8.20B | 41 | 2026-06-30 | → |
| 998 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | 124612 | $546.6M | $9.84B | 24 | 2026-04-30 | → |
| 999 | TIAA KASPICK, LLC | 104554 | $546.1M | $8.74B | 115 | 2026-06-30 | → |
| 1000 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 311926 | $546.0M | $3.28B | 8 | 2026-03-31 | → |
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