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 | |
|---|---|---|---|---|---|---|---|
| 501 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $974.6M | $68.22B | 408 | 2026-03-31 | → |
| 502 | LUCID MANAGEMENT AND CAPITAL PARTNERS LP | 287883 | $973.5M | $4.87B | 16 | 2026-03-31 | → |
| 503 | HILL CITY CAPITAL LP | 306709 | $972.8M | $4.86B | 7 | 2026-04-30 | → |
| 504 | NLG CAPITAL, LLC | 109396 | $969.7M | $46.55B | 54 | 2026-03-31 | → |
| 505 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $969.2M | $21.32B | 25 | 2026-03-31 | → |
| 506 | AXIOM INVESTORS LLC | 109605 | $967.7M | $28.06B | 57 | 2026-03-31 | → |
| 507 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $967.4M | $26.12B | 82 | 2026-05-31 | → |
| 508 | OGAM, LP | 287919 | $965.2M | $8.69B | 42 | 2026-03-31 | → |
| 509 | KRANE FUNDS ADVISORS, LLC | 157103 | $964.2M | $11.57B | 50 | 2026-03-31 | → |
| 510 | BAMCO, INC. | 110789 | $963.6M | $39.51B | 221 | 2026-05-31 | → |
| 511 | PENTWATER CAPITAL MANAGEMENT LP | 156873 | $963.2M | $19.26B | 45 | 2026-03-31 | → |
| 512 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $962.9M | $16.37B | 65 | 2026-05-31 | → |
| 513 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $962.4M | $39.46B | 62 | 2026-03-31 | → |
| 514 | GREENOAKS CAPITAL PARTNERS LLC | 165941 | $961.7M | $18.27B | 67 | 2026-06-30 | → |
| 515 | RESEARCH AFFILIATES, LLC | 120440 | $960.2M | $27.84B | 66 | 2026-03-31 | → |
| 516 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $957.6M | $216.43B | 434 | 2026-03-31 | → |
| 517 | ACORNS ADVISERS, LLC | 165926 | $956.2M | $13.39B | 302 | 2026-03-31 | → |
| 518 | NEUBERGER BERMAN CANADA ULC | 284803 | $953.3M | $12.39B | 27 | 2026-04-30 | → |
| 519 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $950.6M | $11.41B | 12 | 2026-06-30 | → |
| 520 | CHEYNE CAPITAL MANAGEMENT (UK) LLP | 158991 | $950.4M | $39.92B | 152 | 2026-06-30 | → |
| 521 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | $950.1M | $14.25B | 15 | 2026-06-30 | → |
| 522 | THRIVENT INVESTMENT CAPITAL ADVISORS, LLC | 338378 | $949.2M | $22.78B | 66 | 2026-03-31 | → |
| 523 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $947.6M | $280.48B | 381 | 2026-03-31 | → |
| 524 | SYMMETRY PARTNERS, LLC. | 120982 | $946.1M | $4.73B | 52 | 2026-02-28 | → |
| 525 | QCAM CURRENCY ASSET MANAGEMENT | 170341 | $944.9M | $6.61B | 10 | 2026-03-31 | → |
| 526 | MORETON ASSET MANAGEMENT, LLC | 133417 | $941.9M | $4.71B | 5 | 2026-01-31 | → |
| 527 | PERFORMANCE EQUITY MANAGEMENT, LLC | 110207 | $941.4M | $9.41B | 36 | 2026-03-31 | → |
| 528 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $940.2M | $12.22B | 34 | 2026-03-31 | → |
| 529 | VALUEACT CAPITAL MANAGEMENT, L.P. | 154249 | $940.1M | $11.28B | 31 | 2026-03-31 | → |
| 530 | PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC | 171026 | $939.7M | $28.19B | 110 | 2026-05-31 | → |
| 531 | SHUSTER ADVISORY GROUP, LLC | 170233 | $938.0M | $10.32B | 15 | 2026-05-31 | → |
| 532 | COPENHAGEN INFRASTRUCTURE PARTNERS INC. | 321116 | $937.0M | $39.35B | 47 | 2026-03-31 | → |
| 533 | DONALD SMITH & CO., INC. | 104947 | $934.1M | $5.60B | 11 | 2026-03-31 | → |
| 534 | CAPVEST PARTNERS, INC. | 324459 | $931.5M | $10.25B | 14 | 2026-03-31 | → |
| 535 | CLEARWATER ADVISORS, LLC | 116865 | $930.1M | $4.65B | 9 | 2026-05-31 | → |
| 536 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $929.5M | $40.90B | 151 | 2026-05-31 | → |
| 537 | MORANT WRIGHT MANAGEMENT LIMITED | 138189 | $928.8M | $7.43B | 12 | 2025-11-30 | → |
| 538 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $928.1M | $77.96B | 319 | 2026-03-31 | → |
| 539 | ALGERT GLOBAL LLC | 125523 | $927.5M | $10.20B | 24 | 2026-05-31 | → |
| 540 | CLEAN ENERGY TRANSITION LLP | 315409 | $926.1M | $4.63B | 14 | 2026-06-30 | → |
| 541 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $925.6M | $16.66B | 33 | 2026-03-31 | → |
| 542 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $925.6M | $12.96B | 16 | 2026-05-31 | → |
| 543 | ORIGIN ASSET MANAGEMENT LLP | 139897 | $922.8M | $4.61B | 12 | 2025-02-28 | → |
| 544 | ICG INVESTMENTS INC | 162589 | $920.1M | $49.69B | 94 | 2026-03-31 | → |
| 545 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | $919.3M | $4.60B | 6 | 2026-05-31 | → |
| 546 | ROKOS CAPITAL MANAGEMENT (US) LP | 306046 | $918.0M | $20.20B | 51 | 2026-06-30 | → |
| 547 | TIDAL INVESTMENTS LLC | 164201 | $916.6M | $45.83B | 207 | 2026-03-31 | → |
| 548 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | $916.3M | $27.49B | 49 | 2026-03-31 | → |
| 549 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $914.8M | $20.13B | 37 | 2026-03-31 | → |
| 550 | IRONWOOD CAPITAL MANAGEMENT CORP | 109330 | $914.0M | $8.23B | 43 | 2026-03-31 | → |
| 551 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $913.1M | $78.52B | 377 | 2026-05-31 | → |
| 552 | PARADIGM OPERATIONS LP | 299210 | $913.1M | $11.87B | 61 | 2026-06-30 | → |
| 553 | AXA INVESTMENT MANAGERS US INC | 113608 | $910.8M | $79.24B | 167 | 2026-03-31 | → |
| 554 | LINGOTTO INVESTMENT MANAGEMENT LLP | 324295 | $907.7M | $12.71B | 35 | 2026-04-30 | → |
| 555 | PENSION CONSULTANTS INC | 113914 | $904.0M | $5.42B | 17 | 2026-03-31 | → |
| 556 | MIO PARTNERS, INC. | 108637 | $902.9M | $59.59B | 287 | 2026-03-31 | → |
| 557 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $901.9M | $42.39B | 63 | 2026-05-31 | → |
| 558 | ETHOS CAPITAL LP | 306874 | $901.9M | $6.31B | 19 | 2026-03-31 | → |
| 559 | OVERLOOK INVESTMENTS L.P. | 137931 | $899.2M | $8.09B | 14 | 2026-03-31 | → |
| 560 | OVERLOOK INVESTMENTS LIMITED | 137926 | $899.2M | $8.09B | 14 | 2026-03-31 | → |
| 561 | CARLYLE INVESTMENT MANAGEMENT L.L.C. | 111128 | $895.3M | $283.81B | 1,040 | 2026-03-31 | → |
| 562 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $893.7M | $194.82B | 235 | 2026-06-30 | → |
| 563 | NOVACAP MANAGEMENT US INC. | 327243 | $892.7M | $11.61B | 13 | 2026-03-31 | → |
| 564 | MANTLE RIDGE LP | 284653 | $891.5M | $5.35B | 15 | 2026-05-31 | → |
| 565 | OAK HILL ADVISORS, L.P. | 125352 | $891.3M | $100.72B | 435 | 2026-06-30 | → |
| 566 | HARDING LOEVNER LP | 104543 | $890.5M | $32.06B | 104 | 2026-03-31 | → |
| 567 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $889.8M | $80.97B | 365 | 2026-05-31 | → |
| 568 | ADVENT INTERNATIONAL, L.P. | 105673 | $889.7M | $91.63B | 262 | 2026-03-31 | → |
| 569 | PINNACLE ASSET MANAGEMENT, L.P. | 126487 | $889.5M | $8.89B | 23 | 2026-03-31 | → |
| 570 | MACKENZIE INVESTMENTS EUROPE LIMITED | 284912 | $888.7M | $5.33B | 12 | 2026-03-31 | → |
| 571 | EVERETT HARRIS & CO | 106830 | $887.0M | $11.53B | 18 | 2026-03-31 | → |
| 572 | GLG PARTNERS LP | 163016 | $883.7M | $64.51B | 82 | 2026-06-30 | → |
| 573 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | 282516 | $882.6M | $22.95B | 91 | 2026-03-31 | → |
| 574 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $882.2M | $20.29B | 63 | 2026-03-31 | → |
| 575 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $882.1M | $40.58B | 103 | 2026-03-31 | → |
| 576 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $880.7M | $36.11B | 128 | 2026-03-31 | → |
| 577 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | $879.2M | $4.40B | 12 | 2026-03-31 | → |
| 578 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $879.0M | $29.01B | 51 | 2026-03-31 | → |
| 579 | GEOWEALTH MANAGEMENT LLC | 148222 | $878.7M | $17.57B | 88 | 2026-03-31 | → |
| 580 | OLIVE STREET INVESTMENT ADVISERS, LLC | 166710 | $878.3M | $203.76B | 232 | 2026-03-31 | → |
| 581 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | $877.1M | $10.53B | 52 | 2026-03-31 | → |
| 582 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $876.8M | $70.14B | 320 | 2026-06-30 | → |
| 583 | SYON CAPITAL LLC | 322776 | $875.9M | $4.38B | 17 | 2026-03-31 | → |
| 584 | PGIM MULTI-ASSET SOLUTIONS LLC | 136274 | $875.4M | $26.26B | 39 | 2025-03-31 | → |
| 585 | VALOR MANAGEMENT LLC | 160014 | $872.3M | $59.32B | 104 | 2026-04-30 | → |
| 586 | ANCALA PARTNERS LLC | 333844 | $871.2M | $4.36B | 7 | 2026-04-30 | → |
| 587 | MEDLEY PARTNERS MANAGEMENT LLC | 289836 | $870.4M | $6.96B | 15 | 2026-05-31 | → |
| 588 | ADVISOR PARTNERS II, LLC | 321633 | $869.4M | $13.91B | 26 | 2026-03-31 | → |
| 589 | NICHOLAS CO INC | 108347 | $868.1M | $6.08B | 16 | 2026-01-31 | → |
| 590 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $867.3M | $274.95B | 859 | 2026-03-31 | → |
| 591 | FISHER LYNCH CAPITAL, LLC | 160694 | $865.2M | $9.52B | 24 | 2026-03-31 | → |
| 592 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $861.5M | $25.84B | 30 | 2026-03-31 | → |
| 593 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | $861.5M | $83.56B | 250 | 2026-06-30 | → |
| 594 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $856.5M | $15.42B | 19 | 2026-03-31 | → |
| 595 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | $856.0M | $9.42B | 51 | 2026-03-31 | → |
| 596 | ATOM INVESTORS LP | 296819 | $853.4M | $6.83B | 24 | 2026-03-31 | → |
| 597 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | $851.6M | $4.26B | 44 | 2026-03-31 | → |
| 598 | ALIYA CAPITAL PARTNERS LLC | 305988 | $849.1M | $5.09B | 18 | 2026-05-31 | → |
| 599 | ACCOLADE CAPITAL MANAGEMENT LLC | 160802 | $848.8M | $9.34B | 18 | 2026-06-30 | → |
| 600 | W. H. REAVES & CO., INC. | 3140 | $848.5M | $5.94B | 21 | 2026-02-28 | → |
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