Research Report · 2026-06-30
Registered Investment Advisers with the Highest Discretionary Account Share
SEC-registered investment advisers ranked by discretionary account share.
Firms
1,000
Total AUM
$90.65T
Median AUM
$18.22B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Discretionary Account Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | THE VANGUARD GROUP, INC. | 105958 | 100% | $11.09T | 1,702 | 2026-05-31 | → |
| 2 | VANGUARD CAPITAL MANAGEMENT, LLC | 338002 | 100% | $8.44T | 235 | 2026-05-31 | → |
| 3 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 100% | $5.69T | 1,427 | 2026-03-31 | → |
| 4 | BLACKROCK FUND ADVISORS | 105247 | 100% | $4.28T | 128 | 2026-05-31 | → |
| 5 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | 100% | $3.75T | 1,417 | 2026-05-31 | → |
| 6 | VANGUARD PORTFOLIO MANAGEMENT, LLC | 338003 | 100% | $2.66T | 105 | 2026-05-31 | → |
| 7 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | 100% | $2.20T | 3,760 | 2026-03-31 | → |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | 100% | $1.74T | 194 | 2026-03-31 | → |
| 9 | SSGA FUNDS MANAGEMENT, INC. | 111242 | 100% | $1.42T | 241 | 2026-03-31 | → |
| 10 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 100% | $1.25T | 662 | 2026-06-30 | → |
| 11 | BLACKROCK ADVISORS, LLC | 106614 | 100% | $1.10T | 146 | 2026-05-31 | → |
| 12 | DIMENSIONAL FUND ADVISORS LP | 106482 | 100% | $1.02T | 1,168 | 2026-03-31 | → |
| 13 | MANAGED ACCOUNT ADVISORS LLC | 142558 | 100% | $994.99B | 61 | 2026-06-30 | → |
| 14 | MELLON INVESTMENTS CORPORATION | 105764 | 100% | $873.87B | 98 | 2026-05-31 | → |
| 15 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | 100% | $818.78B | 15,424 | 2025-03-31 | → |
| 16 | MILLENNIUM MANAGEMENT LLC | 158117 | 100% | $720.85B | 6,670 | 2026-03-31 | → |
| 17 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | 100% | $614.93B | 532 | 2026-06-30 | → |
| 18 | FEDERATED INVESTMENT MANAGEMENT COMPANY | 105138 | 100% | $590.10B | 106 | 2026-05-31 | → |
| 19 | CITADEL ADVISORS LLC | 148826 | 100% | $570.62B | 3,284 | 2026-06-30 | → |
| 20 | VANGUARD ASSET MANAGEMENT, LIMITED | 282598 | 100% | $482.96B | 960 | 2025-05-31 | → |
| 21 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | 100% | $470.54B | 950 | 2026-06-30 | → |
| 22 | TEACHERS ADVISORS, LLC | 107157 | 100% | $436.33B | 383 | 2026-03-31 | → |
| 23 | BNY MELLON INVESTMENT ADVISER, INC. | 105642 | 100% | $419.46B | 69 | 2026-06-30 | → |
| 24 | FISHER ASSET MANAGEMENT, LLC | 107342 | 100% | $386.67B | 4,369 | 2026-04-30 | → |
| 25 | JANUS HENDERSON INVESTORS US LLC | 104652 | 100% | $380.43B | 1,013 | 2026-06-30 | → |
| 26 | DIMENSIONAL FUND ADVISORS LTD | 107472 | 100% | $364.73B | 162 | 2026-03-31 | → |
| 27 | DFA AUSTRALIA LIMITED | 107621 | 100% | $361.60B | 134 | 2026-03-31 | → |
| 28 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | 100% | $351.32B | 519 | 2026-04-30 | → |
| 29 | PGIM INVESTMENTS LLC | 105670 | 100% | $344.84B | 458 | 2026-05-31 | → |
| 30 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | 100% | $326.29B | 1,679 | 2026-03-31 | → |
| 31 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 100% | $324.65B | 714 | 2026-05-31 | → |
| 32 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | 100% | $323.08B | 246 | 2026-05-31 | → |
| 33 | AQR CAPITAL MANAGEMENT, LLC | 111883 | 100% | $311.70B | 728 | 2026-05-31 | → |
| 34 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | 100% | $305.98B | 220 | 2026-03-31 | → |
| 35 | TIAA-CREF INVESTMENT MANAGEMENT LLC | 107168 | 100% | $292.13B | 383 | 2026-03-31 | → |
| 36 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | 100% | $277.19B | 781 | 2026-03-31 | → |
| 37 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 100% | $274.95B | 859 | 2026-03-31 | → |
| 38 | POINT72 ASSET MANAGEMENT, L.P. | 283077 | 100% | $274.10B | 3,345 | 2026-05-31 | → |
| 39 | TAULA CAPITAL MANAGEMENT (UK) LLP | 329863 | 100% | $273.22B | 40 | 2026-06-30 | → |
| 40 | KKR CREDIT ADVISORS (US) LLC | 146629 | 100% | $270.85B | 609 | 2026-03-31 | → |
| 41 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | 100% | $260.22B | 399 | 2026-03-31 | → |
| 42 | VANGUARD GLOBAL ADVISERS, LLC | 164593 | 100% | $249.66B | 315 | 2026-05-31 | → |
| 43 | BALYASNY ASSET MANAGEMENT L.P. | 138111 | 100% | $248.14B | 2,434 | 2026-06-30 | → |
| 44 | JACKSON NATIONAL ASSET MANAGEMENT, LLC | 111079 | 100% | $246.30B | 156 | 2026-05-31 | → |
| 45 | TWO SIGMA INVESTMENTS, LP | 137137 | 100% | $232.82B | 1,555 | 2026-03-31 | → |
| 46 | SQUAREPOINT OPS LLC | 172116 | 100% | $226.98B | 69 | 2026-04-30 | → |
| 47 | SCHONFELD STRATEGIC ADVISORS LLC | 281984 | 100% | $225.25B | 997 | 2026-05-31 | → |
| 48 | ROKOS CAPITAL MANAGEMENT LLP | 281215 | 100% | $219.44B | 310 | 2026-06-30 | → |
| 49 | JENNISON ASSOCIATES LLC | 107959 | 100% | $214.84B | 360 | 2026-03-31 | → |
| 50 | D. E. SHAW & CO., L.P. | 108679 | 100% | $213.36B | 998 | 2026-03-31 | → |
| 51 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | 105790 | 100% | $212.05B | 357 | 2026-03-31 | → |
| 52 | TAULA CAPITAL MANAGEMENT (JERSEY) LP | 330068 | 100% | $210.93B | 7 | 2026-06-30 | → |
| 53 | TAULA CAPITAL MANAGEMENT (US) LLC | 329865 | 100% | $210.93B | 23 | 2026-03-31 | → |
| 54 | TAULA CAPITAL MANAGEMENT (DIFC) LTD | 329853 | 100% | $210.92B | 6 | 2026-03-31 | → |
| 55 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | 100% | $208.39B | 115 | 2026-03-31 | → |
| 56 | FEDERATED INVESTMENT COUNSELING | 105325 | 100% | $207.21B | 213 | 2026-05-31 | → |
| 57 | GARDA CAPITAL PARTNERS LP | 282439 | 100% | $207.10B | 224 | 2026-03-31 | → |
| 58 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | 100% | $204.18B | 112 | 2026-03-31 | → |
| 59 | OLIVE STREET INVESTMENT ADVISERS, LLC | 166710 | 100% | $203.76B | 232 | 2026-03-31 | → |
| 60 | MACKENZIE FINANCIAL CORPORATION | 110338 | 100% | $194.88B | 1,362 | 2026-03-31 | → |
| 61 | INVESCO ASSET MANAGEMENT LTD. | 109985 | 100% | $187.60B | 930 | 2026-03-31 | → |
| 62 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | 100% | $187.35B | 227 | 2026-06-30 | → |
| 63 | NUVEEN FUND ADVISORS, LLC | 104626 | 100% | $186.25B | 137 | 2026-03-31 | → |
| 64 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | 100% | $183.62B | 496 | 2026-03-31 | → |
| 65 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | 100% | $183.53B | 114 | 2026-03-31 | → |
| 66 | THOMA BRAVO, L.P. | 157041 | 100% | $182.94B | 246 | 2026-03-31 | → |
| 67 | TPG GLOBAL ADVISORS, LLC | 159732 | 100% | $173.56B | 1,271 | 2026-03-31 | → |
| 68 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | 100% | $172.62B | 79 | 2026-06-30 | → |
| 69 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | 100% | $169.62B | 419 | 2026-03-31 | → |
| 70 | FRANKLIN TEMPLETON FUND ADVISER, LLC | 140432 | 100% | $167.44B | 0 | 2025-12-31 | → |
| 71 | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | 100% | $167.15B | 67 | 2026-03-31 | → |
| 72 | ALPHADYNE ASSET MANAGEMENT LP | 154176 | 100% | $164.83B | 121 | 2026-03-31 | → |
| 73 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | 100% | $162.89B | 45 | 2026-03-31 | → |
| 74 | MACKAY SHIELDS LLC | 107717 | 100% | $159.52B | 206 | 2026-04-30 | → |
| 75 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 294156 | 100% | $159.41B | 707 | 2026-06-30 | → |
| 76 | BOSTON MANAGEMENT AND RESEARCH | 104853 | 100% | $154.73B | 203 | 2026-03-31 | → |
| 77 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | 100% | $154.66B | 598 | 2026-03-31 | → |
| 78 | NEPC, LLC | 110562 | 100% | $152.72B | 379 | 2026-05-31 | → |
| 79 | BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | 151605 | 100% | $152.13B | 1,413 | 2026-04-30 | → |
| 80 | APERIO GROUP, LLC | 111616 | 100% | $152.13B | 208 | 2026-04-30 | → |
| 81 | BRIDGEWATER ASSOCIATES, LP | 105129 | 100% | $150.16B | 1,135 | 2026-05-31 | → |
| 82 | ICAPITAL ADVISORS, LLC | 177513 | 100% | $149.86B | 552 | 2026-05-31 | → |
| 83 | MARINER INVESTMENT GROUP, LLC | 124744 | 100% | $149.62B | 146 | 2026-03-31 | → |
| 84 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | 100% | $149.48B | 309 | 2026-06-30 | → |
| 85 | BLACKSTONE MANAGEMENT PARTNERS L.L.C. | 136979 | 100% | $145.73B | 213 | 2026-03-31 | → |
| 86 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | 100% | $144.04B | 778 | 2026-06-30 | → |
| 87 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | 100% | $142.02B | 87 | 2026-04-30 | → |
| 88 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | 100% | $141.83B | 740 | 2026-06-30 | → |
| 89 | INNOCAP GLOBAL INVESTMENT MANAGEMENT (IRELAND) LTD | 288550 | 100% | $141.06B | 14 | 2026-01-31 | → |
| 90 | TPG CAPITAL ADVISORS, LLC | 159738 | 100% | $140.57B | 414 | 2026-06-30 | → |
| 91 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | 100% | $140.25B | 508 | 2026-06-30 | → |
| 92 | LMR PARTNERS LLC | 292183 | 100% | $140.11B | 106 | 2026-06-30 | → |
| 93 | VERITION FUND MANAGEMENT LLC | 156610 | 100% | $139.39B | 899 | 2026-03-31 | → |
| 94 | PRIMECAP MANAGEMENT CO | 105516 | 100% | $139.34B | 43 | 2026-03-31 | → |
| 95 | CAPITAL BANK AND TRUST COMPANY | 170017 | 100% | $139.29B | 121 | 2026-05-31 | → |
| 96 | CAPULA INVESTMENT US LP | 157589 | 100% | $137.44B | 80 | 2026-06-30 | → |
| 97 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | 100% | $136.48B | 392 | 2026-05-31 | → |
| 98 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | 100% | $136.48B | 32 | 2026-03-31 | → |
| 99 | BLACKSTONE REAL ESTATE ADVISORS L.P. | 142979 | 100% | $130.74B | 547 | 2026-03-31 | → |
| 100 | NINETY ONE UK LIMITED | 158310 | 100% | $130.19B | 439 | 2026-06-30 | → |
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