Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional AUM per Client
SEC-registered investment advisers ranked by institutional client assets per institutional client.
Firms
1,000
Total AUM
$73.48T
Median AUM
$10.08B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional AUM / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $483.7M | $92.04B | 293 | 2026-06-30 | → |
| 202 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $481.9M | $11.27B | 42 | 2026-06-30 | → |
| 203 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $481.6M | $76.17B | 23 | 2026-03-31 | → |
| 204 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | $480.5M | $12.97B | 48 | 2026-01-31 | → |
| 205 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | $480.4M | $35.09B | 10 | 2026-03-31 | → |
| 206 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $480.3M | $177.46B | 375 | 2026-05-31 | → |
| 207 | PANAGORA ASSET MANAGEMENT INC | 105201 | $479.4M | $44.13B | 110 | 2026-03-31 | → |
| 208 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $476.3M | $80.97B | 365 | 2026-05-31 | → |
| 209 | NINETY ONE UK LIMITED | 158310 | $473.5M | $130.19B | 439 | 2026-06-30 | → |
| 210 | INVESCO MANAGEMENT S.A. | 143238 | $471.0M | $48.69B | 357 | 2026-03-31 | → |
| 211 | VERITAS ASSET MANAGEMENT LLP | 174314 | $469.2M | $19.13B | 42 | 2026-03-31 | → |
| 212 | AXIOM INVESTORS LLC | 109605 | $468.4M | $28.06B | 57 | 2026-03-31 | → |
| 213 | PRIMECAP MANAGEMENT CO | 105516 | $463.3M | $139.34B | 43 | 2026-03-31 | → |
| 214 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $462.7M | $40.58B | 103 | 2026-03-31 | → |
| 215 | OAK HILL ADVISORS, L.P. | 125352 | $462.1M | $100.72B | 435 | 2026-06-30 | → |
| 216 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $458.8M | $144.00B | 1,583 | 2026-05-31 | → |
| 217 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | $454.8M | $14.57B | 137 | 2026-05-31 | → |
| 218 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $454.1M | $54.13B | 46 | 2026-03-31 | → |
| 219 | PROPHET CAPITAL ASSET MANAGEMENT LP | 150683 | $453.9M | $4.20B | 16 | 2026-04-30 | → |
| 220 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $452.9M | $13.99B | 78 | 2026-06-30 | → |
| 221 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | $447.3M | $20.14B | 1 | 2026-03-31 | → |
| 222 | SMARTX ADVISORY SOLUTIONS LLC | 297680 | $442.5M | $26.99B | 96 | 2026-03-31 | → |
| 223 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $441.8M | $18.99B | 58 | 2026-05-31 | → |
| 224 | INTERMEDE INVESTMENT PARTNERS LIMITED | 175312 | $438.8M | $3.99B | 17 | 2026-05-31 | → |
| 225 | GQG PARTNERS LLC | 283720 | $436.6M | $163.86B | 227 | 2026-03-31 | → |
| 226 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $436.1M | $13.35B | 46 | 2026-03-31 | → |
| 227 | PINE RIDGE ADVISERS LLC | 296362 | $435.4M | $14.42B | 14 | 2026-03-31 | → |
| 228 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $433.3M | $44.36B | 65 | 2025-09-30 | → |
| 229 | LEADING EDGE INVESTMENT ADVISORS,LLC | 136476 | $430.9M | $5.17B | 13 | 2026-02-28 | → |
| 230 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $427.2M | $29.77B | 173 | 2026-05-31 | → |
| 231 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $426.7M | $97.98B | 312 | 2026-05-31 | → |
| 232 | ADVISOR OS LLC | 287792 | $424.4M | $5.09B | 2 | 2026-03-31 | → |
| 233 | DOUBLELINE CAPITAL LP | 152606 | $423.3M | $93.32B | 258 | 2026-03-31 | → |
| 234 | BRICKTOWN CAPITAL LLC | 319290 | $416.6M | $11.67B | 33 | 2026-03-31 | → |
| 235 | PAYDEN & RYGEL | 107160 | $411.4M | $158.23B | 194 | 2026-03-31 | → |
| 236 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $411.1M | $502.40B | 914 | 2026-05-31 | → |
| 237 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $408.8M | $68.22B | 408 | 2026-03-31 | → |
| 238 | HALL CAPITAL PARTNERS LLC | 106759 | $401.8M | $50.30B | 175 | 2025-03-31 | → |
| 239 | NOMURA ASSET MANAGEMENT SINGAPORE LIMITED | 110813 | $399.2M | $13.02B | 43 | 2025-06-30 | → |
| 240 | CERITY PARTNERS OCIO LLC | 151916 | $399.1M | $21.13B | 61 | 2026-03-31 | → |
| 241 | LSV ASSET MANAGEMENT | 109918 | $396.4M | $104.25B | 45 | 2026-03-31 | → |
| 242 | CAPITAL INTERNATIONAL, INC. | 110682 | $395.0M | $51.92B | 263 | 2026-05-31 | → |
| 243 | THIRD POINT LLC | 137927 | $393.6M | $28.73B | 143 | 2026-05-31 | → |
| 244 | NB ALTERNATIVES ADVISERS LLC | 149822 | $393.2M | $160.24B | 417 | 2026-03-31 | → |
| 245 | ADVISOR LOGISTICS, LLC | 292784 | $393.1M | $6.29B | 6 | 2026-03-31 | → |
| 246 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $391.3M | $46.06B | 250 | 2026-06-30 | → |
| 247 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $389.0M | $71.83B | 163 | 2026-05-31 | → |
| 248 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $385.8M | $14.15B | 105 | 2026-03-31 | → |
| 249 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $384.1M | $104.49B | 212 | 2026-05-31 | → |
| 250 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $381.5M | $15.28B | 112 | 2026-03-31 | → |
| 251 | ADVANCED PORTFOLIO MANAGEMENT, LLC | 138769 | $380.4M | $2.70B | 18 | 2026-03-31 | → |
| 252 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $380.2M | $28.01B | 70 | 2026-04-30 | → |
| 253 | GCM GROSVENOR L.P. | 108654 | $379.2M | $95.49B | 466 | 2026-06-30 | → |
| 254 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $378.9M | $149.48B | 309 | 2026-06-30 | → |
| 255 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $376.2M | $80.27B | 89 | 2026-03-31 | → |
| 256 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $375.1M | $204.18B | 112 | 2026-03-31 | → |
| 257 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $374.8M | $17.75B | 65 | 2026-03-31 | → |
| 258 | AQS ASSET MANAGEMENT, L.L.C. | 131544 | $369.7M | $4.07B | 4 | 2026-03-31 | → |
| 259 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $369.1M | $49.31B | 133 | 2026-04-30 | → |
| 260 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $368.8M | $305.98B | 220 | 2026-03-31 | → |
| 261 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $368.7M | $21.98B | 57 | 2026-03-31 | → |
| 262 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $368.5M | $23.95B | 56 | 2026-01-31 | → |
| 263 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $367.9M | $29.59B | 127 | 2026-02-28 | → |
| 264 | ARIS INVESTING LLC | 325320 | $367.7M | $3.31B | 32 | 2026-06-30 | → |
| 265 | NEPC, LLC | 110562 | $367.6M | $152.72B | 379 | 2026-05-31 | → |
| 266 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | 319289 | $367.4M | $3.83B | 9 | 2026-05-31 | → |
| 267 | INDEPENDENCE ASSET ADVISORS, LLC | 152963 | $366.6M | $2.19B | 5 | 2026-03-31 | → |
| 268 | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | 311808 | $366.4M | $2.72B | 25 | 2026-04-30 | → |
| 269 | CAIN INTERNATIONAL ADVISERS LIMITED | 290217 | $366.4M | $2.77B | 92 | 2026-03-31 | → |
| 270 | SAROFIM TRUST CO., LTA | 106590 | $363.7M | $12.96B | 26 | 2026-05-31 | → |
| 271 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $362.4M | $2.20T | 3,760 | 2026-03-31 | → |
| 272 | POST ADVISORY GROUP, LLC | 108860 | $361.7M | $13.03B | 49 | 2026-05-31 | → |
| 273 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $361.6M | $78.52B | 377 | 2026-05-31 | → |
| 274 | DAVIS SELECTED ADVISERS LP | 108674 | $360.2M | $30.12B | 121 | 2026-03-31 | → |
| 275 | WELLSPRING CAPITAL ADVISORS, LLC | 132698 | $359.6M | $5.03B | 2 | 2026-04-30 | → |
| 276 | STAIRWAY PARTNERS, LLC | 133157 | $358.3M | $2.36B | 5 | 2026-01-31 | → |
| 277 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $357.8M | $3.52T | 3,194 | 2026-06-30 | → |
| 278 | ABRDN INC. | 111069 | $356.5M | $41.48B | 193 | 2026-03-31 | → |
| 279 | STEEPROCK CAPITAL II LLC | 172775 | $355.3M | $2.63B | 12 | 2026-06-30 | → |
| 280 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $353.5M | $183.29B | 905 | 2026-05-31 | → |
| 281 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $352.9M | $24.57B | 49 | 2026-03-31 | → |
| 282 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $352.8M | $23.85B | 35 | 2026-06-30 | → |
| 283 | WESTERN ASSET MANAGEMENT COMPANY PTE LTD | 142188 | $349.7M | $2.80B | 9 | 2026-06-30 | → |
| 284 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | $348.2M | $12.88B | 82 | 2026-05-31 | → |
| 285 | FOREST INVESTMENT ASSOCIATES L.P. | 110163 | $344.3M | $5.24B | 55 | 2026-04-30 | → |
| 286 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $343.0M | $18.16B | 20 | 2026-03-31 | → |
| 287 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | 332278 | $341.8M | $4.60B | 5 | 2026-03-31 | → |
| 288 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $340.8M | $68.60B | 569 | 2026-04-30 | → |
| 289 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $339.3M | $311.70B | 728 | 2026-05-31 | → |
| 290 | PGIM LIMITED | 160005 | $338.5M | $76.45B | 299 | 2026-03-31 | → |
| 291 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $336.5M | $169.62B | 419 | 2026-03-31 | → |
| 292 | VERUS ADVISORY, INC. | 110565 | $335.1M | $19.43B | 87 | 2026-03-31 | → |
| 293 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $331.3M | $33.80B | 26 | 2026-06-30 | → |
| 294 | MACKAY SHIELDS LLC | 107717 | $330.9M | $159.52B | 206 | 2026-04-30 | → |
| 295 | VERATIS ADVISORS, INC. | 117892 | $330.1M | $5.99B | 8 | 2026-03-31 | → |
| 296 | CAMBRIDGE ASSOCIATES LIMITED, LLC | 106003 | $328.9M | $8.20B | 15 | 2026-03-31 | → |
| 297 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $326.7M | $66.67B | 162 | 2026-03-31 | → |
| 298 | BAXTER CAPITAL MANAGEMENT INC | 105123 | $322.6M | $4.19B | 3 | 2026-03-31 | → |
| 299 | NXT CAPITAL INVESTMENT ADVISERS, LLC | 160569 | $322.5M | $6.65B | 242 | 2026-06-30 | → |
| 300 | TOWNSEND HOLDINGS LLC | 160006 | $321.0M | $19.64B | 110 | 2026-03-31 | → |
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