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 | |
|---|---|---|---|---|---|---|---|
| 301 | FEDERATED INVESTMENT COUNSELING | 105325 | $1.47B | $207.21B | 213 | 2026-05-31 | → |
| 302 | PARNASSUS INVESTMENTS, LLC | 316904 | $1.47B | $41.09B | 87 | 2026-03-31 | → |
| 303 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | 289751 | $1.46B | $80.17B | 79 | 2026-05-31 | → |
| 304 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $1.46B | $88.78B | 101 | 2026-04-30 | → |
| 305 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $1.45B | $305.98B | 220 | 2026-03-31 | → |
| 306 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $1.45B | $240.66B | 588 | 2026-03-31 | → |
| 307 | BONDBLOXX INVESTMENT MANAGEMENT CORPORATION | 317318 | $1.45B | $7.24B | 32 | 2026-03-31 | → |
| 308 | ELEMENT CAPITAL MANAGEMENT LLC | 160309 | $1.45B | $43.43B | 64 | 2026-03-31 | → |
| 309 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $1.45B | $178.01B | 471 | 2026-04-30 | → |
| 310 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $1.44B | $18.75B | 35 | 2026-03-31 | → |
| 311 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $1.44B | $24.40B | 61 | 2026-03-31 | → |
| 312 | NEPHILA CAPITAL LTD. | 132780 | $1.43B | $12.88B | 27 | 2026-03-31 | → |
| 313 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $1.43B | $85.67B | 367 | 2026-04-30 | → |
| 314 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | $1.43B | $21.39B | 21 | 2026-03-31 | → |
| 315 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $1.42B | $177.46B | 375 | 2026-05-31 | → |
| 316 | LORD, ABBETT & CO. LLC | 110391 | $1.42B | $270.39B | 821 | 2025-12-31 | → |
| 317 | APG ASSET MANAGEMENT US, INC | 160795 | $1.41B | $141.33B | 183 | 2026-03-31 | → |
| 318 | GREAT MOUNTAIN PARTNERS LLC | 309528 | $1.41B | $14.11B | 17 | 2026-03-31 | → |
| 319 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $1.41B | $149.48B | 309 | 2026-06-30 | → |
| 320 | ALLEN INVESTMENT MANAGEMENT, LLC | 124454 | $1.41B | $16.91B | 28 | 2026-03-31 | → |
| 321 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $1.41B | $42.29B | 30 | 2026-04-30 | → |
| 322 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $1.41B | $15.47B | 41 | 2026-03-31 | → |
| 323 | RCP ADVISORS 2, LLC | 289963 | $1.40B | $18.21B | 63 | 2026-03-31 | → |
| 324 | CAPFINANCIAL PARTNERS, LLC | 175112 | $1.40B | $1.24T | 1,841 | 2026-05-31 | → |
| 325 | HOSKING PARTNERS LLP | 173527 | $1.39B | $6.95B | 28 | 2026-04-30 | → |
| 326 | ALPS ADVISORS, INC. | 134340 | $1.39B | $38.83B | 73 | 2026-03-31 | → |
| 327 | BAKER STREET ADVISORS, LLC | 128066 | $1.38B | $20.77B | 63 | 2026-03-31 | → |
| 328 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $1.38B | $64.84B | 305 | 2026-06-30 | → |
| 329 | PGIM DC SOLUTIONS LLC | 318800 | $1.38B | $6.90B | 66 | 2026-05-31 | → |
| 330 | EAGLE ASSET MANAGEMENT INC | 110653 | $1.38B | $60.65B | 77 | 2026-06-30 | → |
| 331 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $1.37B | $59.04B | 94 | 2026-03-31 | → |
| 332 | NEW HOLLAND CAPITAL, LLC | 160211 | $1.37B | $23.32B | 32 | 2026-06-30 | → |
| 333 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $1.37B | $150.40B | 254 | 2026-03-31 | → |
| 334 | FEDERATED MDTA LLC | 109355 | $1.37B | $25.95B | 21 | 2026-05-31 | → |
| 335 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $1.37B | $30.03B | 56 | 2026-05-31 | → |
| 336 | COATUE MANAGEMENT, L.L.C. | 157910 | $1.36B | $92.71B | 199 | 2026-05-31 | → |
| 337 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $1.36B | $54.45B | 219 | 2026-03-31 | → |
| 338 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $1.36B | $406.96B | 6,400 | 2026-06-30 | → |
| 339 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $1.35B | $159.86B | 231 | 2026-03-31 | → |
| 340 | LONE PINE CAPITAL LLC | 156602 | $1.35B | $21.62B | 101 | 2026-03-31 | → |
| 341 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | $1.35B | $24.32B | 145 | 2026-06-30 | → |
| 342 | SVB ASSET MANAGEMENT | 124567 | $1.35B | $32.32B | 24 | 2026-03-31 | → |
| 343 | TRUTINO CAPITAL MANAGEMENT, LLC | 281980 | $1.34B | $6.72B | 7 | 2026-02-28 | → |
| 344 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | $1.34B | $260.22B | 399 | 2026-03-31 | → |
| 345 | LEE OVERLAY PARTNERS LTD | 110822 | $1.33B | $21.26B | 30 | 2025-09-30 | → |
| 346 | POLUNIN CAPITAL PARTNERS LIMITED | 159031 | $1.33B | $7.96B | 17 | 2026-03-31 | → |
| 347 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $1.33B | $14.59B | 132 | 2026-05-31 | → |
| 348 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $1.32B | $54.28B | 88 | 2026-03-31 | → |
| 349 | TWENTYFOUR ASSET MANAGEMENT LLP | 335919 | $1.32B | $31.76B | 77 | 2026-04-30 | → |
| 350 | STONEBRIDGE ADVISORS LLC | 134017 | $1.31B | $11.83B | 15 | 2026-03-31 | → |
| 351 | 137 VENTURES MANAGEMENT LLC | 162351 | $1.31B | $11.81B | 25 | 2026-04-30 | → |
| 352 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $1.31B | $18.30B | 27 | 2026-03-31 | → |
| 353 | SOROBAN CAPITAL PARTNERS LP | 157360 | $1.31B | $15.67B | 39 | 2026-03-31 | → |
| 354 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $1.30B | $11.71B | 19 | 2026-03-31 | → |
| 355 | CAXTON ASSOCIATES LLP | 333153 | $1.30B | $71.56B | 130 | 2026-06-30 | → |
| 356 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $1.30B | $140.25B | 508 | 2026-06-30 | → |
| 357 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $1.30B | $93.47B | 157 | 2026-06-30 | → |
| 358 | WHALE ROCK CAPITAL MANAGEMENT LLC | 140746 | $1.30B | $12.97B | 31 | 2026-06-30 | → |
| 359 | PAYDEN & RYGEL | 107160 | $1.30B | $158.23B | 194 | 2026-03-31 | → |
| 360 | WGI DM, LLC | 334219 | $1.30B | $7.78B | 6 | 2026-03-31 | → |
| 361 | BC PARTNERS PE L.P. | 333698 | $1.29B | $31.07B | 50 | 2026-05-31 | → |
| 362 | QUID CAPITAL GROUP HOLDINGS, LLC | 297179 | $1.29B | $7.76B | 9 | 2026-03-31 | → |
| 363 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $1.29B | $21.93B | 28 | 2026-03-31 | → |
| 364 | CATALYST CAPITAL ADVISORS LLC | 139895 | $1.29B | $10.30B | 17 | 2026-03-31 | → |
| 365 | PUBLIC TRUST ADVISORS, LLC | 159189 | $1.29B | $104.24B | 157 | 2026-04-30 | → |
| 366 | CIRCLE WEALTH MANAGEMENT, LLC | 142878 | $1.28B | $14.07B | 23 | 2026-04-30 | → |
| 367 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $1.27B | $427.71B | 1,394 | 2026-05-31 | → |
| 368 | JERICHO CAPITAL ASSET MANAGEMENT L.P. | 156701 | $1.26B | $10.11B | 10 | 2026-04-30 | → |
| 369 | WINSHORE CAPITAL PARTNERS LP | 300347 | $1.26B | $6.30B | 5 | 2026-06-30 | → |
| 370 | CAPACUITY LLC | 297679 | $1.26B | $13.87B | 40 | 2026-03-31 | → |
| 371 | DURABLE CAPITAL PARTNERS LP | 305221 | $1.26B | $17.59B | 49 | 2026-04-30 | → |
| 372 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $1.26B | $20.09B | 27 | 2026-06-30 | → |
| 373 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $1.25B | $13.76B | 26 | 2026-03-31 | → |
| 374 | FIDUCIENT ADVISORS LLC | 106720 | $1.25B | $97.54B | 210 | 2026-03-31 | → |
| 375 | HAYS FINANCIAL GROUP, LLC | 306877 | $1.24B | $7.45B | 12 | 2026-03-31 | → |
| 376 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $1.24B | $97.98B | 312 | 2026-05-31 | → |
| 377 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $1.23B | $18.52B | 38 | 2026-03-31 | → |
| 378 | TROY ASSET MANAGEMENT LTD | 319174 | $1.23B | $14.80B | 43 | 2025-06-30 | → |
| 379 | AVORO CAPITAL ADVISORS LLC | 154091 | $1.23B | $13.55B | 19 | 2026-03-31 | → |
| 380 | LYRICAL ASSET MANAGEMENT LP | 148267 | $1.23B | $7.37B | 30 | 2026-03-31 | → |
| 381 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | $1.22B | $41.56B | 70 | 2026-03-31 | → |
| 382 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $1.22B | $59.78B | 78 | 2026-04-30 | → |
| 383 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $1.22B | $8.52B | 11 | 2026-05-31 | → |
| 384 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $1.22B | $26.76B | 46 | 2026-03-31 | → |
| 385 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $1.21B | $13.35B | 46 | 2026-03-31 | → |
| 386 | A16Z CAPITAL MANAGEMENT, L.L.C. | 160489 | $1.21B | $106.48B | 738 | 2026-03-31 | → |
| 387 | MEEDER PUBLIC FUNDS, INC. | 106816 | $1.21B | $70.16B | 77 | 2026-06-30 | → |
| 388 | EHRENKRANZ PARTNERS L.P. | 131728 | $1.20B | $21.54B | 46 | 2026-06-30 | → |
| 389 | VERITAS ASSET MANAGEMENT LLP | 174314 | $1.20B | $19.13B | 42 | 2026-03-31 | → |
| 390 | JASPER RIDGE PARTNERS, L.P. | 144401 | $1.19B | $42.95B | 145 | 2026-03-31 | → |
| 391 | ABRDN ASIA LIMITED | 124509 | $1.18B | $40.27B | 165 | 2026-06-30 | → |
| 392 | GARDNER RUSSO & QUINN LLC | 106114 | $1.18B | $9.45B | 47 | 2026-03-31 | → |
| 393 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $1.18B | $18.85B | 46 | 2026-04-30 | → |
| 394 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | $1.18B | $17.64B | 28 | 2025-07-31 | → |
| 395 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $1.18B | $10.58B | 30 | 2026-06-30 | → |
| 396 | MAGNITUDE CAPITAL, LLC | 137486 | $1.17B | $10.57B | 47 | 2026-03-31 | → |
| 397 | USI ADVISORS, INC. | 108113 | $1.17B | $56.28B | 79 | 2026-03-31 | → |
| 398 | K5 GLOBAL ADVISOR LLC | 314373 | $1.17B | $5.85B | 13 | 2026-03-31 | → |
| 399 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $1.17B | $82.99B | 99 | 2026-03-31 | → |
| 400 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $1.17B | $65.44B | 157 | 2026-05-31 | → |
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