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 | |
|---|---|---|---|---|---|---|---|
| 501 | MERCER INVESTMENTS LLC | 133449 | $151.0M | $226.04B | 714 | 2026-03-31 | → |
| 502 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | 141573 | $151.0M | $2.11B | 3 | 2026-02-28 | → |
| 503 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $150.1M | $15.72B | 99 | 2026-03-31 | → |
| 504 | NASSAU ALTERNATIVE INVESTMENTS LLC | 300006 | $149.7M | $1.43B | 6 | 2026-03-31 | → |
| 505 | SISUNG INVESTMENT MANAGEMENT SERVICES LLC | 107318 | $149.5M | $1.94B | 7 | 2026-03-31 | → |
| 506 | CORONATION INVESTMENT MANAGEMENT INTERNATIONAL (PTY) LTD | 281225 | $149.4M | $6.58B | 23 | 2025-12-31 | → |
| 507 | INNOVATIVE PORTFOLIOS LLC | 281382 | $149.3M | $784.6M | 14 | 2025-03-31 | → |
| 508 | SECOR INVESTMENT MANAGEMENT, LP | 155919 | $148.8M | $2.17B | 38 | 2026-06-30 | → |
| 509 | ADELANTE CAPITAL MANAGEMENT LLC | 107382 | $148.7M | $1.49B | 10 | 2026-03-31 | → |
| 510 | GOLDENX COMPANY | 326730 | $146.3M | $1.32B | 11 | 2026-03-31 | → |
| 511 | 8 KNOTS MANAGEMENT, LLC | 305473 | $146.0M | $2.03B | 3 | 2026-03-31 | → |
| 512 | DISCIPLINA CAPITAL MANAGEMENT, LLC | 167295 | $144.5M | $3.06B | 11 | 2026-03-31 | → |
| 513 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $144.3M | $17.66B | 32 | 2026-03-31 | → |
| 514 | CLEARWATER ADVISORS, LLC | 116865 | $142.9M | $4.65B | 9 | 2026-05-31 | → |
| 515 | MUDRICK CAPITAL MANAGEMENT, LP | 161012 | $141.8M | $3.28B | 35 | 2026-06-30 | → |
| 516 | BRICK CAPITAL MANAGEMENT INC | 107600 | $141.8M | $2.84B | 1 | 2026-03-31 | → |
| 517 | CIFC ASSET MANAGEMENT LLC | 159172 | $141.8M | $44.58B | 200 | 2026-05-31 | → |
| 518 | FINSER INVESTMENT ADVISOR | 142570 | $141.7M | $1.42B | 1 | 2025-08-31 | → |
| 519 | BLACKHILL CAPITAL, INC | 105208 | $140.9M | $2.00B | 4 | 2026-03-31 | → |
| 520 | FUND EVALUATION GROUP, LLC | 121658 | $140.2M | $23.86B | 136 | 2026-03-31 | → |
| 521 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | $139.7M | $177.71B | 1,022 | 2026-06-30 | → |
| 522 | CHECCHI CAPITAL ADVISERS, LLC | 143478 | $138.3M | $2.59B | 29 | 2026-03-31 | → |
| 523 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | $138.2M | $11.54B | 71 | 2026-03-31 | → |
| 524 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 304290 | $138.1M | $1.05B | 20 | 2026-03-31 | → |
| 525 | KBI GLOBAL INVESTORS (NORTH AMERICA) LTD | 113606 | $135.8M | $1.66B | 57 | 2026-03-31 | → |
| 526 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $134.9M | $10.79B | 221 | 2026-05-31 | → |
| 527 | SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | 106933 | $134.0M | $2.41B | 26 | 2026-05-31 | → |
| 528 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $134.0M | $427.71B | 1,394 | 2026-05-31 | → |
| 529 | BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | $133.4M | $5.19B | 8 | 2026-03-31 | → |
| 530 | ACADEMY ASSET MANAGEMENT, LLC | 319774 | $133.3M | $1.29B | 13 | 2026-02-28 | → |
| 531 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $131.6M | $42.39B | 63 | 2026-05-31 | → |
| 532 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $131.0M | $14.70B | 23 | 2026-04-30 | → |
| 533 | ARENA CAPITAL ADVISORS LLC | 170313 | $129.8M | $5.33B | 26 | 2026-05-31 | → |
| 534 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $129.2M | $44.30B | 182 | 2026-03-31 | → |
| 535 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $128.6M | $9.80B | 46 | 2025-09-30 | → |
| 536 | SALI FUND MANAGEMENT, LLC | 124235 | $128.1M | $41.72B | 79 | 2026-05-31 | → |
| 537 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $128.0M | $65.60B | 388 | 2026-04-30 | → |
| 538 | NEW CENTURY ADVISORS, LLC | 122478 | $127.8M | $4.31B | 18 | 2026-03-31 | → |
| 539 | APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 226755 | $127.6M | $4.44B | 3 | 2026-03-31 | → |
| 540 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | $127.1M | $514.05B | 1,244 | 2026-03-31 | → |
| 541 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $126.5M | $30.48B | 193 | 2026-03-31 | → |
| 542 | BLUEPRINT INVESTMENT PARTNERS LLC | 170196 | $125.1M | $1.87B | 9 | 2026-04-30 | → |
| 543 | PARK LANE ADVISORS, LLC | 338445 | $124.8M | $623.9M | 4 | 2026-02-28 | → |
| 544 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $124.2M | $13.24B | 120 | 2026-05-31 | → |
| 545 | ALPS ADVISORS, INC. | 134340 | $123.8M | $38.83B | 73 | 2026-03-31 | → |
| 546 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $123.1M | $12.93B | 68 | 2026-03-31 | → |
| 547 | S.B. VALUE PARTNERS, L.P. | 139162 | $123.1M | $3.89B | 13 | 2026-03-31 | → |
| 548 | ADVANCED CAPITAL GROUP, INC. | 109673 | $122.8M | $29.99B | 22 | 2026-03-31 | → |
| 549 | NORDWAND ADVISORS, LLC | 322936 | $121.2M | $3.97B | 10 | 2026-03-31 | → |
| 550 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $121.1M | $6.09B | 17 | 2026-03-31 | → |
| 551 | FAI CAPITAL MANAGEMENT | 147025 | $120.3M | $842.1M | 5 | 2026-03-31 | → |
| 552 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $120.3M | $10.81B | 23 | 2026-03-31 | → |
| 553 | M SQUARE INVESTIMENTOS LTDA. | 336712 | $119.8M | $2.25B | 22 | 2026-03-31 | → |
| 554 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $119.5M | $116.17B | 185 | 2026-06-30 | → |
| 555 | PIVOTAL ADVISORS LLC | 310612 | $118.1M | $1.07B | 4 | 2026-03-31 | → |
| 556 | RIVERVIEW RESEARCH, LLC | 162318 | $117.1M | $990.8M | 3 | 2026-03-31 | → |
| 557 | FIDUCIENT ADVISORS LLC | 106720 | $117.1M | $97.54B | 210 | 2026-03-31 | → |
| 558 | WESTWOOD MANAGEMENT CORP | 110269 | $116.5M | $12.46B | 95 | 2026-03-31 | → |
| 559 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | $115.8M | $6.84B | 12 | 2026-06-30 | → |
| 560 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $114.9M | $8.82B | 58 | 2026-03-31 | → |
| 561 | MEEDER PUBLIC FUNDS, INC. | 106816 | $114.6M | $70.16B | 77 | 2026-06-30 | → |
| 562 | SOUTHEASTERN ASSET MANAGEMENT INC. | 105276 | $114.3M | $3.70B | 29 | 2026-03-31 | → |
| 563 | POPLAR FOREST CAPITAL LLC | 145250 | $114.0M | $1.28B | 10 | 2025-03-31 | → |
| 564 | K2/D&S MANAGEMENT CO., L.L.C. | 123826 | $114.0M | $6.53B | 30 | 2026-04-30 | → |
| 565 | DORSEY ASSET MANAGEMENT LLC | 169056 | $113.8M | $1.45B | 10 | 2026-03-31 | → |
| 566 | RANDOLPH CO INC | 104868 | $113.5M | $1.08B | 6 | 2026-03-31 | → |
| 567 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $113.1M | $39.46B | 62 | 2026-03-31 | → |
| 568 | VAN BERKOM AND ASSOCIATES INC. | 128221 | $112.5M | $3.80B | 33 | 2026-05-31 | → |
| 569 | BC PARTNERS ADVISORS L.P. | 288495 | $112.5M | $6.69B | 120 | 2026-03-31 | → |
| 570 | MORGAN STANLEY AIP GP LP | 117050 | $112.0M | $40.85B | 200 | 2026-03-31 | → |
| 571 | WALKER & DUNLOP INVESTMENT PARTNERS, INC. | 165022 | $111.6M | $2.70B | 36 | 2026-03-31 | → |
| 572 | COLUMBUS MACRO, LLC | 286374 | $111.2M | $970.3M | 7 | 2026-02-28 | → |
| 573 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | $110.4M | $3.30B | 17 | 2026-03-31 | → |
| 574 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | $110.3M | $15.46B | 118 | 2026-05-31 | → |
| 575 | QTRON INVESTMENTS LLC | 285608 | $110.2M | $1.23B | 7 | 2026-03-31 | → |
| 576 | 55I, LLC | 286620 | $110.2M | $36.74B | 86 | 2026-06-30 | → |
| 577 | ORIGIN ASSET MANAGEMENT LLP | 139897 | $109.9M | $4.61B | 12 | 2025-02-28 | → |
| 578 | IRRADIANT PARTNERS, LP | 315416 | $109.5M | $13.03B | 45 | 2025-04-30 | → |
| 579 | PEREGRINE CAPITAL MANAGEMENT, LLC | 110052 | $108.8M | $4.07B | 28 | 2026-03-31 | → |
| 580 | TAYLOR ADVISORS, INC. | 119300 | $108.5M | $15.95B | 14 | 2026-01-31 | → |
| 581 | HECK CAPITAL ADVISORS, LLC | 143848 | $107.8M | $11.31B | 30 | 2026-03-31 | → |
| 582 | PENSION CONSULTANTS INC | 113914 | $107.3M | $5.42B | 17 | 2026-03-31 | → |
| 583 | BOWEN, HANES & CO INC | 105153 | $106.9M | $4.62B | 10 | 2026-02-28 | → |
| 584 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $106.9M | $59.16B | 88 | 2026-05-31 | → |
| 585 | BRAVE WARRIOR ADVISORS, LLC | 108894 | $106.7M | $5.64B | 6 | 2026-04-30 | → |
| 586 | HARBOR ADVISORS LLC | 312432 | $105.9M | $851.7M | 1 | 2026-02-28 | → |
| 587 | TIPTREE ADVISORS, LLC | 137758 | $105.7M | $2.31B | 13 | 2026-03-31 | → |
| 588 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $105.5M | $113.59B | 1,311 | 2026-03-31 | → |
| 589 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | 36026 | $105.4M | $5.06B | 11 | 2026-03-31 | → |
| 590 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $105.4M | $18.30B | 27 | 2026-03-31 | → |
| 591 | FLAHERTY & CRUMRINE INCORPORATED | 105499 | $105.1M | $4.15B | 14 | 2026-03-31 | → |
| 592 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | 288129 | $104.8M | $524.1M | 3 | 2026-03-31 | → |
| 593 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $104.6M | $21.15B | 63 | 2026-04-30 | → |
| 594 | MAINSTREET INVESTMENT ADVISORS LLC | 146615 | $104.5M | $5.86B | 26 | 2026-03-31 | → |
| 595 | PANDI, LLC | 330112 | $104.2M | $1.38B | 20 | 2026-03-31 | → |
| 596 | FIDUCIARY ADVISORS, LLC | 104189 | $103.7M | $520.2M | 2 | 2026-03-31 | → |
| 597 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $103.6M | $15.67B | 72 | 2026-03-31 | → |
| 598 | JOHNSON STERLING, INC. | 106379 | $103.2M | $3.90B | 10 | 2026-03-31 | → |
| 599 | FAMILY MANAGE LLC | 104951 | $102.7M | $5.31B | 23 | 2026-04-30 | → |
| 600 | CLARIVEST ASSET MANAGEMENT LLC | 139785 | $102.7M | $3.05B | 17 | 2026-06-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30