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 | |
|---|---|---|---|---|---|---|---|
| 201 | SCULPTOR CAPITAL LP | 107913 | 100% | $52.68B | 343 | 2026-04-30 | → |
| 202 | WALLEYE CAPITAL LLC | 161413 | 100% | $52.11B | 380 | 2026-04-30 | → |
| 203 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 107322 | 100% | $52.08B | 355 | 2026-03-31 | → |
| 204 | CAPITAL INTERNATIONAL, INC. | 110682 | 100% | $51.92B | 263 | 2026-05-31 | → |
| 205 | VEST FINANCIAL LLC | 165976 | 100% | $51.81B | 52 | 2026-06-30 | → |
| 206 | VIRTUS INVESTMENT ADVISERS, LLC | 106982 | 100% | $51.74B | 1 | 2026-06-30 | → |
| 207 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | 100% | $51.63B | 711 | 2026-03-31 | → |
| 208 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | 100% | $51.26B | 49 | 2026-04-30 | → |
| 209 | PNC CAPITAL ADVISORS LLC | 151829 | 100% | $50.88B | 258 | 2026-03-31 | → |
| 210 | THRIVE CAPITAL MANAGEMENT, LLC | 162771 | 100% | $50.49B | 80 | 2026-03-31 | → |
| 211 | HOLOCENE ADVISORS, LP | 287999 | 100% | $50.43B | 115 | 2026-03-31 | → |
| 212 | AE WEALTH MANAGEMENT, LLC | 282580 | 100% | $49.84B | 630 | 2026-06-30 | → |
| 213 | CRESCENT CAPITAL GROUP LP | 153966 | 100% | $49.71B | 239 | 2026-05-31 | → |
| 214 | ICG INVESTMENTS INC | 162589 | 100% | $49.69B | 94 | 2026-03-31 | → |
| 215 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | 100% | $49.31B | 133 | 2026-04-30 | → |
| 216 | INVESCO MANAGEMENT S.A. | 143238 | 100% | $48.69B | 357 | 2026-03-31 | → |
| 217 | GTCR LLC | 159545 | 100% | $48.64B | 204 | 2026-03-31 | → |
| 218 | CLIFFWATER LLC | 132167 | 100% | $48.51B | 213 | 2026-05-31 | → |
| 219 | THRIVENT ASSET MANAGEMENT, LLC | 137751 | 100% | $47.99B | 426 | 2026-03-31 | → |
| 220 | STEPSTONE GROUP EUROPE ALTERNATIVE INVESTMENTS LIMITED | 284947 | 100% | $47.29B | 140 | 2026-06-30 | → |
| 221 | FRANCISCO PARTNERS MANAGEMENT, L.P. | 160272 | 100% | $47.05B | 140 | 2026-03-31 | → |
| 222 | BESSEMER INVESTMENT MANAGEMENT LLC | 112215 | 100% | $47.00B | 70 | 2026-03-31 | → |
| 223 | PINE RIVER CAPITAL MANAGEMENT L.P. | 133720 | 100% | $46.87B | 31 | 2026-06-30 | → |
| 224 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 155680 | 100% | $46.63B | 523 | 2026-04-30 | → |
| 225 | NLG CAPITAL, LLC | 109396 | 100% | $46.55B | 54 | 2026-03-31 | → |
| 226 | NEW MOUNTAIN CAPITAL, L.L.C. | 161394 | 100% | $46.41B | 235 | 2026-03-31 | → |
| 227 | SILVER POINT CAPITAL, L.P. | 157738 | 100% | $46.23B | 357 | 2026-05-31 | → |
| 228 | TIDAL INVESTMENTS LLC | 164201 | 100% | $45.83B | 207 | 2026-03-31 | → |
| 229 | GENERAL CATALYST GROUP MANAGEMENT, LLC | 162548 | 100% | $45.50B | 211 | 2026-03-31 | → |
| 230 | CHEVY CHASE TRUST COMPANY | 110742 | 100% | $44.93B | 119 | 2026-03-31 | → |
| 231 | CANSO INVESTMENT COUNSEL LTD. | 336447 | 100% | $44.36B | 65 | 2025-09-30 | → |
| 232 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | 100% | $44.30B | 182 | 2026-03-31 | → |
| 233 | CALAMOS ADVISORS LLC | 105758 | 100% | $43.89B | 300 | 2026-04-30 | → |
| 234 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | 100% | $43.54B | 170 | 2026-04-30 | → |
| 235 | ELEMENT CAPITAL MANAGEMENT LLC | 160309 | 100% | $43.43B | 64 | 2026-03-31 | → |
| 236 | POLAR CAPITAL LLP | 136133 | 100% | $43.26B | 196 | 2026-06-30 | → |
| 237 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | 100% | $43.00B | 225 | 2026-03-31 | → |
| 238 | GRAHAM CAPITAL MANAGEMENT, L.P. | 160925 | 100% | $42.87B | 209 | 2026-05-31 | → |
| 239 | PACIFIC LIFE FUND ADVISORS LLC | 105169 | 100% | $42.81B | 20 | 2026-03-31 | → |
| 240 | T.ROWE PRICE HONG KONG LIMITED | 155827 | 100% | $42.34B | 134 | 2026-03-31 | → |
| 241 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | 100% | $42.29B | 30 | 2026-04-30 | → |
| 242 | SUNAMERICA ASSET MANAGEMENT, LLC | 107338 | 100% | $42.16B | 57 | 2026-05-31 | → |
| 243 | SUMMIT PARTNERS, L.P. | 135271 | 100% | $42.01B | 218 | 2026-03-31 | → |
| 244 | CALLAN LLC | 107687 | 100% | $41.94B | 202 | 2026-03-31 | → |
| 245 | SALI FUND MANAGEMENT, LLC | 124235 | 100% | $41.72B | 79 | 2026-05-31 | → |
| 246 | ALYESKA INVESTMENT GROUP, L.P. | 155058 | 100% | $41.68B | 60 | 2026-03-31 | → |
| 247 | NINETY ONE NORTH AMERICA, INC. | 167922 | 100% | $41.47B | 68 | 2026-06-30 | → |
| 248 | PARNASSUS INVESTMENTS, LLC | 316904 | 100% | $41.09B | 87 | 2026-03-31 | → |
| 249 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | 100% | $40.90B | 151 | 2026-05-31 | → |
| 250 | HUDSON BAY CAPITAL MANAGEMENT LP | 155910 | 100% | $40.71B | 418 | 2026-03-31 | → |
| 251 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | 100% | $40.58B | 103 | 2026-03-31 | → |
| 252 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | 100% | $40.52B | 122 | 2026-06-30 | → |
| 253 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | 100% | $40.36B | 83 | 2026-03-31 | → |
| 254 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | 100% | $40.33B | 177 | 2026-03-31 | → |
| 255 | CALVERT RESEARCH AND MANAGEMENT | 285127 | 100% | $40.26B | 64 | 2026-03-31 | → |
| 256 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | 100% | $40.18B | 130 | 2026-03-31 | → |
| 257 | D1 CAPITAL PARTNERS L.P. | 297298 | 100% | $40.16B | 79 | 2026-03-31 | → |
| 258 | CHEYNE CAPITAL MANAGEMENT (UK) LLP | 158991 | 100% | $39.92B | 152 | 2026-06-30 | → |
| 259 | BAMCO, INC. | 110789 | 100% | $39.51B | 221 | 2026-05-31 | → |
| 260 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | 100% | $39.36B | 134 | 2026-03-31 | → |
| 261 | MASON STREET ADVISORS, LLC | 114085 | 100% | $39.08B | 13 | 2026-03-31 | → |
| 262 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | 100% | $39.04B | 74 | 2026-05-31 | → |
| 263 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | 100% | $38.82B | 405 | 2026-05-31 | → |
| 264 | LINDEN ADVISORS LP | 135431 | 100% | $38.78B | 48 | 2026-03-31 | → |
| 265 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | 100% | $38.77B | 859 | 2026-03-31 | → |
| 266 | MS CAPITAL PARTNERS ADVISER INC. | 147521 | 100% | $38.76B | 209 | 2026-05-31 | → |
| 267 | PACER ADVISORS, INC. | 137381 | 100% | $38.64B | 24 | 2026-03-31 | → |
| 268 | WEALTHSPIRE RETIREMENT, LLC | 121254 | 100% | $38.61B | 244 | 2026-03-31 | → |
| 269 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | 100% | $38.57B | 32 | 2026-06-30 | → |
| 270 | JARISLOWSKY, FRASER LIMITED | 107390 | 100% | $38.23B | 225 | 2025-05-31 | → |
| 271 | ACCEL MANAGEMENT CO. L.L.C | 331435 | 100% | $38.03B | 91 | 2026-03-31 | → |
| 272 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20472 | 100% | $37.93B | 1,293 | 2026-04-30 | → |
| 273 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | 100% | $37.86B | 164 | 2026-06-30 | → |
| 274 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | 100% | $37.50B | 195 | 2026-03-31 | → |
| 275 | VOYA RETIREMENT ADVISORS, LLC | 3989 | 100% | $37.47B | 121 | 2026-03-31 | → |
| 276 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | 100% | $37.04B | 79 | 2026-05-31 | → |
| 277 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | 100% | $36.93B | 64 | 2026-03-31 | → |
| 278 | 55I, LLC | 286620 | 100% | $36.74B | 86 | 2026-06-30 | → |
| 279 | ASB CAPITAL MANAGEMENT LLC | 110995 | 100% | $36.68B | 62 | 2026-04-30 | → |
| 280 | WOODLINE PARTNERS LP | 301480 | 100% | $36.66B | 102 | 2026-03-31 | → |
| 281 | HUDSON AMERICAS L.P. | 156078 | 100% | $36.39B | 293 | 2026-03-31 | → |
| 282 | SELECT EQUITY GROUP, L.P. | 168496 | 100% | $36.38B | 171 | 2026-03-31 | → |
| 283 | GUIDESTONE CAPITAL MANAGEMENT, LLC | 112319 | 100% | $36.24B | 35 | 2026-04-30 | → |
| 284 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 152869 | 100% | $36.17B | 144 | 2026-03-31 | → |
| 285 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | 100% | $35.80B | 45 | 2026-03-31 | → |
| 286 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | 100% | $35.73B | 36 | 2026-03-31 | → |
| 287 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | 100% | $35.69B | 151 | 2026-05-31 | → |
| 288 | HBK INVESTMENTS L.P. | 115079 | 100% | $35.61B | 198 | 2026-06-30 | → |
| 289 | NEA MANAGEMENT COMPANY, LLC | 161004 | 100% | $35.58B | 113 | 2026-03-31 | → |
| 290 | ARINI CAPITAL MANAGEMENT LIMITED | 331241 | 100% | $35.53B | 121 | 2026-06-30 | → |
| 291 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | 100% | $35.52B | 68 | 2026-06-30 | → |
| 292 | CASTLELAKE, L.P. | 145165 | 100% | $35.29B | 251 | 2026-03-31 | → |
| 293 | EQT REAL ESTATE, LLC | 161935 | 100% | $35.14B | 222 | 2026-03-31 | → |
| 294 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | 100% | $35.08B | 146 | 2026-01-31 | → |
| 295 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | 100% | $35.05B | 70 | 2026-03-31 | → |
| 296 | OCTAGON CREDIT INVESTORS, LLC | 155336 | 100% | $35.05B | 100 | 2026-03-31 | → |
| 297 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | 100% | $35.03B | 580 | 2026-03-31 | → |
| 298 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | 100% | $34.91B | 95 | 2026-03-31 | → |
| 299 | KING STREET CAPITAL MANAGEMENT, L.P. | 156785 | 100% | $34.57B | 247 | 2026-03-31 | → |
| 300 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | 100% | $34.50B | 81 | 2026-03-31 | → |
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