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 | |
|---|---|---|---|---|---|---|---|
| 801 | PRAXIS INVESTMENT MANAGEMENT, INC. | 105675 | $660.0M | $3.30B | 14 | 2026-03-31 | → |
| 802 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $659.0M | $21.75B | 100 | 2026-01-31 | → |
| 803 | ATALAN CAPITAL PARTNERS, LP | 226714 | $658.0M | $3.29B | 7 | 2026-04-30 | → |
| 804 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $657.7M | $144.04B | 778 | 2026-06-30 | → |
| 805 | FORZA INVESTMENT GROUP, LP | 329156 | $656.2M | $3.94B | 12 | 2026-05-31 | → |
| 806 | CV ADVISORS LLC | 164817 | $655.8M | $15.08B | 82 | 2026-04-30 | → |
| 807 | SUVRETTA CAPITAL MANAGEMENT, LLC | 165153 | $655.6M | $7.87B | 23 | 2026-03-31 | → |
| 808 | ABS INVESTMENT MANAGEMENT LLC | 127290 | $655.0M | $10.48B | 47 | 2026-06-30 | → |
| 809 | GLASFUNDS, LLC | 150884 | $655.0M | $3.28B | 36 | 2026-03-31 | → |
| 810 | SCHONFELD STRATEGIC ADVISORS LLC | 281984 | $654.8M | $225.25B | 997 | 2026-05-31 | → |
| 811 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $654.7M | $18.99B | 58 | 2026-05-31 | → |
| 812 | FRED ALGER MANAGEMENT, LLC | 106750 | $653.6M | $26.14B | 98 | 2026-05-31 | → |
| 813 | K2/D&S MANAGEMENT CO., L.L.C. | 123826 | $653.5M | $6.53B | 30 | 2026-04-30 | → |
| 814 | REDDING RIDGE ASSET MANAGEMENT LLC | 283058 | $653.4M | $33.32B | 67 | 2026-04-30 | → |
| 815 | SPRINGS CAPITAL (HONG KONG) LIMITED | 168321 | $652.2M | $7.17B | 17 | 2026-06-30 | → |
| 816 | COMPLUS ASSET MANAGEMENT LIMITED | 173003 | $651.8M | $5.87B | 35 | 2026-03-31 | → |
| 817 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $651.1M | $26.70B | 88 | 2026-05-31 | → |
| 818 | STONE POINT CAPITAL LLC | 156521 | $650.2M | $67.63B | 121 | 2026-03-31 | → |
| 819 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $650.0M | $183.29B | 905 | 2026-05-31 | → |
| 820 | SCGE MANAGEMENT, L.P. | 157402 | $649.7M | $10.40B | 26 | 2026-06-30 | → |
| 821 | GC ADVISORS LLC | 148687 | $649.1M | $177.85B | 1,035 | 2026-06-30 | → |
| 822 | BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | $648.6M | $5.19B | 8 | 2026-03-31 | → |
| 823 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $648.1M | $23.33B | 156 | 2026-03-31 | → |
| 824 | TWEEDY, BROWNE COMPANY LLC | 6857 | $648.0M | $7.13B | 39 | 2026-06-30 | → |
| 825 | SCHRODER INVESTMENT MANAGEMENT (JAPAN) LIMITED | 306616 | $647.8M | $11.01B | 81 | 2026-05-31 | → |
| 826 | LEADING EDGE INVESTMENT ADVISORS,LLC | 136476 | $646.3M | $5.17B | 13 | 2026-02-28 | → |
| 827 | ARINI CAPITAL MANAGEMENT LIMITED | 331241 | $645.9M | $35.53B | 121 | 2026-06-30 | → |
| 828 | HARBOURVEST PARTNERS, LLC | 109846 | $645.9M | $191.18B | 1,204 | 2026-05-31 | → |
| 829 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $645.2M | $70.33B | 236 | 2026-06-30 | → |
| 830 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $643.3M | $19.94B | 94 | 2026-05-31 | → |
| 831 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $642.6M | $12.85B | 46 | 2026-03-31 | → |
| 832 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $641.7M | $8.98B | 54 | 2026-06-30 | → |
| 833 | PERFORMA LIMITED (US), LLC | 154232 | $641.6M | $4.49B | 18 | 2026-06-30 | → |
| 834 | SPIDER MANAGEMENT COMPANY, LLC | 149343 | $641.3M | $6.41B | 23 | 2025-09-30 | → |
| 835 | IFM INVESTORS (US) ADVISOR, LLC | 146366 | $638.6M | $40.23B | 157 | 2025-12-31 | → |
| 836 | SUMMIT ROCK ADVISORS, LP | 144059 | $638.4M | $26.18B | 74 | 2026-03-31 | → |
| 837 | EHLERS INVESTMENT PARTNERS, LLC | 146385 | $634.7M | $3.17B | 13 | 2025-09-30 | → |
| 838 | MAPLE ROCK CAPITAL PARTNERS INC. | 173887 | $634.1M | $6.34B | 16 | 2026-03-31 | → |
| 839 | DUPONT CAPITAL MANAGEMENT CORP | 107145 | $630.7M | $10.09B | 33 | 2026-01-31 | → |
| 840 | POINTSTATE CAPITAL LP | 161110 | $630.3M | $11.98B | 41 | 2026-05-31 | → |
| 841 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $629.1M | $23.28B | 155 | 2025-09-30 | → |
| 842 | PINEBRIDGE INVESTMENTS LLC | 285211 | $628.9M | $76.73B | 239 | 2026-05-31 | → |
| 843 | STELAC ADVISORY SERVICES LLC | 145103 | $628.6M | $6.29B | 21 | 2026-03-31 | → |
| 844 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | 304477 | $627.9M | $13.19B | 31 | 2026-03-31 | → |
| 845 | INSIGHT VENTURE MANAGEMENT, LLC | 142994 | $627.1M | $92.18B | 438 | 2026-03-31 | → |
| 846 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 112500 | $626.3M | $8.77B | 27 | 2026-03-31 | → |
| 847 | RESOLUTION CAPITAL LIMITED | 142409 | $625.9M | $9.39B | 28 | 2025-09-30 | → |
| 848 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | $625.3M | $5.63B | 43 | 2026-06-30 | → |
| 849 | MARSHFIELD ASSOCIATES, INC. | 150614 | $624.8M | $8.12B | 27 | 2026-03-31 | → |
| 850 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $622.7M | $5.60B | 20 | 2026-03-31 | → |
| 851 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | $622.3M | $4.98B | 37 | 2026-03-31 | → |
| 852 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $622.3M | $8.71B | 24 | 2026-03-31 | → |
| 853 | WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | $621.5M | $8.08B | 36 | 2026-03-31 | → |
| 854 | 20 GATES MANAGEMENT LLC | 155480 | $620.9M | $4.97B | 10 | 2026-03-31 | → |
| 855 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $619.1M | $11.14B | 23 | 2025-09-30 | → |
| 856 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | $619.0M | $28.47B | 304 | 2026-03-31 | → |
| 857 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $618.9M | $16.71B | 55 | 2026-03-31 | → |
| 858 | BLUECOVE LIMITED | 307090 | $618.3M | $9.89B | 62 | 2026-03-31 | → |
| 859 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $618.3M | $9.89B | 44 | 2026-06-30 | → |
| 860 | BECK, MACK & OLIVER LLC | 105466 | $618.1M | $6.18B | 24 | 2026-03-31 | → |
| 861 | 1823 PARTNERS (US) LLC | 333927 | $617.7M | $18.53B | 52 | 2026-03-31 | → |
| 862 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $617.1M | $398.65B | 1,542 | 2026-03-31 | → |
| 863 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 122020 | $616.8M | $6.17B | 20 | 2026-03-31 | → |
| 864 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $616.6M | $24.05B | 94 | 2026-06-30 | → |
| 865 | JARISLOWSKY, FRASER LIMITED | 107390 | $616.6M | $38.23B | 225 | 2025-05-31 | → |
| 866 | PRANA CAPITAL MANAGEMENT LP | 287925 | $616.0M | $4.31B | 10 | 2026-03-31 | → |
| 867 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $614.9M | $50.42B | 122 | 2026-03-31 | → |
| 868 | AGL CREDIT MANAGEMENT LLC | 299601 | $614.2M | $25.80B | 83 | 2026-03-31 | → |
| 869 | SWISS RE INSURANCE-LINKED INVESTMENT ADVISORS CORPORATION | 318811 | $613.5M | $4.91B | 21 | 2026-06-30 | → |
| 870 | SECURITY INVESTORS, LLC | 105477 | $613.4M | $7.97B | 20 | 2026-03-31 | → |
| 871 | CSM ADVISORS, LLC | 306128 | $613.3M | $11.65B | 44 | 2026-05-31 | → |
| 872 | FPA REAL ESTATE ADVISERS GROUP, LLC | 288195 | $613.1M | $7.97B | 110 | 2026-03-31 | → |
| 873 | SURGOCAP PARTNERS LP | 323078 | $612.9M | $7.35B | 28 | 2026-06-30 | → |
| 874 | STACEY BRAUN ASSOCIATES INC | 105056 | $611.1M | $5.50B | 17 | 2026-03-31 | → |
| 875 | BVF PARTNERS L.P. | 156149 | $610.8M | $6.11B | 13 | 2026-03-31 | → |
| 876 | CASTLE HOOK PARTNERS LP | 284968 | $608.9M | $10.96B | 35 | 2026-03-31 | → |
| 877 | MARSICO CAPITAL MANAGEMENT, LLC | 109250 | $608.9M | $4.26B | 26 | 2026-05-31 | → |
| 878 | AON INVESTMENTS USA INC. | 105596 | $608.8M | $150.99B | 255 | 2026-03-31 | → |
| 879 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 111441 | $607.4M | $4.25B | 23 | 2026-03-31 | → |
| 880 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 166459 | $607.0M | $3.64B | 10 | 2026-03-31 | → |
| 881 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | $606.9M | $4.25B | 20 | 2026-03-31 | → |
| 882 | EATON VANCE MANAGEMENT | 104859 | $606.4M | $97.02B | 219 | 2026-05-31 | → |
| 883 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $604.9M | $52.63B | 254 | 2026-03-31 | → |
| 884 | RIVERSTONE INVESTMENT GROUP LLC | 130849 | $603.7M | $7.24B | 27 | 2026-03-31 | → |
| 885 | SOUTHPOINT CAPITAL ADVISORS LP | 161754 | $602.4M | $6.63B | 17 | 2026-03-31 | → |
| 886 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $602.2M | $54.20B | 177 | 2025-07-31 | → |
| 887 | GREENBRIAR EQUITY GROUP, L.P. | 157475 | $602.0M | $15.65B | 37 | 2026-03-31 | → |
| 888 | AHL PARTNERS LLP | 167882 | $602.0M | $68.02B | 144 | 2026-06-30 | → |
| 889 | ASIA ALTERNATIVES MANAGEMENT LLC | 141481 | $601.9M | $13.24B | 47 | 2026-03-31 | → |
| 890 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | $601.0M | $11.42B | 40 | 2026-03-31 | → |
| 891 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $600.5M | $10.81B | 23 | 2026-03-31 | → |
| 892 | QUIET CAPITAL MANAGEMENT, LLC | 287484 | $599.0M | $5.39B | 39 | 2026-04-30 | → |
| 893 | EAAA PTE. LIMITED | 300161 | $598.8M | $4.19B | 9 | 2026-06-30 | → |
| 894 | QUINBROOK INFRASTRUCTURE PARTNERS LLC | 287822 | $596.9M | $8.95B | 25 | 2026-03-31 | → |
| 895 | SIGFIG WEALTH MANAGEMENT LLC | 158823 | $596.8M | $3.58B | 96 | 2026-02-28 | → |
| 896 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $596.6M | $68.60B | 569 | 2026-04-30 | → |
| 897 | ATREIDES MANAGEMENT, LP | 301152 | $596.2M | $8.94B | 26 | 2026-05-31 | → |
| 898 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $595.2M | $8.93B | 34 | 2026-04-30 | → |
| 899 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $594.9M | $14.28B | 81 | 2026-03-31 | → |
| 900 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | 157434 | $594.8M | $142.15B | 437 | 2026-05-31 | → |
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