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 | |
|---|---|---|---|---|---|---|---|
| 701 | ZHANG FINANCIAL LLC | 159257 | $75.8M | $8.37B | 50 | 2026-03-31 | → |
| 702 | BLACK CREEK INVESTMENT MANAGEMENT INC. | 161344 | $75.5M | $7.09B | 28 | 2026-01-31 | → |
| 703 | CANTERBURY CONSULTING INCORPORATED | 22875 | $75.4M | $45.88B | 64 | 2026-05-31 | → |
| 704 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $75.2M | $10.88B | 34 | 2026-03-31 | → |
| 705 | MAINSTREET RIA LLC | 309150 | $75.2M | $446.4M | 3 | 2026-02-28 | → |
| 706 | CARRICK LANE LLC | 309148 | $75.0M | $3.03B | 6 | 2026-03-31 | → |
| 707 | COOKE & BIELER, L.P. | 113859 | $75.0M | $10.56B | 32 | 2026-03-31 | → |
| 708 | CATALIO CAPITAL MANAGEMENT, LP | 310374 | $75.0M | $2.18B | 30 | 2026-03-31 | → |
| 709 | SENDERO WEALTH MANAGEMENT, LLC | 145594 | $74.7M | $6.51B | 41 | 2026-03-31 | → |
| 710 | THE CAPROCK GROUP, LLC | 124272 | $73.9M | $12.48B | 67 | 2026-03-31 | → |
| 711 | RETIREMENT RESOURCES INVESTMENT CORPORATION | 47723 | $73.7M | $2.44B | 7 | 2026-04-30 | → |
| 712 | HAVEN GLOBAL PARTNERS, LLC | 289472 | $73.6M | $1.45B | 4 | 2026-05-31 | → |
| 713 | COMPERIO RETIREMENT CONSULTING, INC. | 140786 | $73.5M | $1.99B | 4 | 2026-03-31 | → |
| 714 | EHRENKRANZ PARTNERS L.P. | 131728 | $73.5M | $21.54B | 46 | 2026-06-30 | → |
| 715 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | $73.4M | $7.27B | 28 | 2026-03-31 | → |
| 716 | HERMES GPE LLP | 151848 | $73.2M | $8.88B | 67 | 2026-03-31 | → |
| 717 | VARADERO CAPITAL, L.P. | 159183 | $73.2M | $2.29B | 27 | 2026-03-31 | → |
| 718 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | $72.7M | $36.98B | 200 | 2026-03-31 | → |
| 719 | BALENTINE LLC | 152511 | $72.5M | $5.54B | 61 | 2026-06-30 | → |
| 720 | LYRICAL ASSET MANAGEMENT LP | 148267 | $72.5M | $7.37B | 30 | 2026-03-31 | → |
| 721 | COLUMBIA CAPITAL MANAGEMENT, LLC | 112773 | $72.4M | $2.09B | 18 | 2026-03-31 | → |
| 722 | RESOLUTION CAPITAL (US) LIMITED | 298109 | $72.4M | $2.28B | 2 | 2025-09-30 | → |
| 723 | FTA ASSET MANAGEMENT, LLC | 332377 | $72.2M | $1.01B | 13 | 2026-03-31 | → |
| 724 | CSM CAPITAL CORPORATION | 129789 | $71.6M | $1.85B | 9 | 2026-03-31 | → |
| 725 | ETON ADVISORS GROUP, LLC | 289395 | $71.5M | $1.89B | 11 | 2026-03-31 | → |
| 726 | FIRST PACIFIC ADVISORS, LP | 141823 | $71.2M | $32.00B | 73 | 2026-03-31 | → |
| 727 | CONCORD ASSET MANAGEMENT, LLC | 310710 | $71.0M | $639.4M | 2 | 2026-03-31 | → |
| 728 | SUNCOAST CAPITAL MANAGEMENT | 304638 | $71.0M | $380.0M | 4 | 2026-06-30 | → |
| 729 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | $70.6M | $11.12B | 67 | 2026-03-31 | → |
| 730 | SVB ASSET MANAGEMENT | 124567 | $70.6M | $32.32B | 24 | 2026-03-31 | → |
| 731 | BROWN CAPITAL MANAGEMENT, LLC | 105633 | $70.3M | $4.54B | 37 | 2026-03-31 | → |
| 732 | SLOW CAPITAL, INC. | 286688 | $69.9M | $953.3M | 4 | 2026-02-28 | → |
| 733 | COMMONFUND OCIO, INC. | 110689 | $69.2M | $22.66B | 42 | 2025-12-31 | → |
| 734 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $68.9M | $28.64B | 35 | 2026-03-31 | → |
| 735 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | $68.8M | $1.67B | 24 | 2026-05-31 | → |
| 736 | OBRA CAPITAL MANAGEMENT, LLC. | 155231 | $68.5M | $5.75B | 132 | 2026-04-30 | → |
| 737 | SELECT EQUITY GROUP, L.P. | 168496 | $68.2M | $36.38B | 171 | 2026-03-31 | → |
| 738 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | $68.1M | $3.09B | 19 | 2026-03-31 | → |
| 739 | PRIMETRUST ADVISORS LLC | 141625 | $67.7M | $421.6M | 3 | 2026-03-31 | → |
| 740 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | 149165 | $67.7M | $2.18B | 16 | 2026-06-30 | → |
| 741 | ROOSEVELT CAPITAL MANAGEMENT LLC | 283217 | $67.6M | $1.37B | 2 | 2026-03-31 | → |
| 742 | PIPER SANDLER & CO. | 665 | $67.6M | $1.28B | 1,402 | 2026-03-31 | → |
| 743 | SIMPLICITY WEALTH LLC | 300572 | $67.3M | $4.27B | 424 | 2026-04-30 | → |
| 744 | ANDERSON FINANCIAL PARTNERS, INC. | 126641 | $67.2M | $1.52B | 4 | 2026-03-31 | → |
| 745 | ULLICO INVESTMENT ADVISORS, INC. | 106628 | $67.1M | $13.92B | 92 | 2026-03-31 | → |
| 746 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $66.1M | $17.83B | 104 | 2026-05-31 | → |
| 747 | DRC INVESTMENT ADVISORS, LLC | 332680 | $65.2M | $391.0M | 4 | 2026-01-31 | → |
| 748 | MIRABILIS MANAGEMENT COMPANY LLC | 316801 | $64.9M | $622.1M | 11 | 2026-05-31 | → |
| 749 | ATYANT CAPITAL MANAGEMENT LIMITED | 165518 | $64.8M | $470.2M | 7 | 2026-06-30 | → |
| 750 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | $64.8M | $7.80B | 83 | 2026-03-31 | → |
| 751 | COHEN & STEERS UK LIMITED | 142150 | $64.6M | $5.37B | 21 | 2026-03-31 | → |
| 752 | WESCOTT FINANCIAL ADVISORY GROUP LLC | 105989 | $64.6M | $4.16B | 48 | 2026-04-30 | → |
| 753 | WESTERN ASSET MANAGEMENT COMPANY LTD | 143388 | $64.6M | $2.58B | 6 | 2025-12-31 | → |
| 754 | CLAREMONT CAPITAL MANAGEMENT, LLC | 155189 | $64.5M | $843.9M | 3 | 2026-03-31 | → |
| 755 | HI-LINE CAPITAL MANAGEMENT, LLC | 149522 | $64.5M | $756.6M | 5 | 2026-04-30 | → |
| 756 | PERRY CAPITAL PARTNERS LLC | 312808 | $64.3M | $450.0M | 1 | 2025-03-31 | → |
| 757 | STEGNER INVESTMENT ASSOCIATES INC | 107480 | $64.1M | $2.77B | 10 | 2026-03-31 | → |
| 758 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $63.5M | $12.27B | 48 | 2025-12-31 | → |
| 759 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | $63.4M | $7.86B | 22 | 2026-03-31 | → |
| 760 | IPEX, INC. | 124337 | $63.3M | $2.65B | 3 | 2026-06-30 | → |
| 761 | MEDALIST PARTNERS LP | 292747 | $63.1M | $2.44B | 21 | 2026-05-31 | → |
| 762 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | 111479 | $63.1M | $441.7M | 5 | 2026-03-31 | → |
| 763 | LUCID ADVISORS, INC. | 116639 | $63.1M | $1.15B | 2 | 2026-03-31 | → |
| 764 | LATHROP INVESTMENT MANAGEMENT COMPANY | 334458 | $63.1M | $1.01B | 5 | 2026-03-31 | → |
| 765 | HEITMAN CAPITAL MANAGEMENT LLC | 105480 | $63.1M | $6.09B | 280 | 2026-03-31 | → |
| 766 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | $63.0M | $1.16B | 6 | 2026-03-31 | → |
| 767 | QUAD INVESTMENT MANAGEMENT CORP. | 331606 | $62.9M | $2.62B | 45 | 2026-03-31 | → |
| 768 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $62.8M | $18.83B | 398 | 2026-03-31 | → |
| 769 | CLIFFWATER LLC | 132167 | $62.7M | $48.51B | 213 | 2026-05-31 | → |
| 770 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $62.5M | $1.25T | 662 | 2026-06-30 | → |
| 771 | ALLIANCEBERNSTEIN L.P. | 108477 | $62.5M | $763.40B | 4,204 | 2026-03-31 | → |
| 772 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $62.5M | $3.44B | 13 | 2026-03-31 | → |
| 773 | TIAA KASPICK, LLC | 104554 | $62.0M | $8.74B | 115 | 2026-06-30 | → |
| 774 | LIONHEART STRATEGIC MANAGEMENT, LLC | 314990 | $62.0M | $508.7M | 14 | 2026-03-31 | → |
| 775 | E.P.G., INCORPORATED | 106821 | $62.0M | $3.20B | 11 | 2026-03-31 | → |
| 776 | SOLSTEIN CAPITAL, LLC | 157888 | $62.0M | $801.8M | 6 | 2026-03-31 | → |
| 777 | UNIGESTION (US) LTD | 305038 | $61.7M | $2.45B | 9 | 2026-06-30 | → |
| 778 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $61.3M | $24.06B | 168 | 2026-05-31 | → |
| 779 | GUARDIAN CAPITAL LP | 105078 | $61.3M | $10.68B | 90 | 2026-03-31 | → |
| 780 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | 109134 | $61.3M | $1.84B | 14 | 2026-03-31 | → |
| 781 | FRONTIER GLOBAL PARTNERS LLC | 145341 | $61.1M | $713.1M | 10 | 2026-02-28 | → |
| 782 | TEAM HEWINS, LLC | 291194 | $61.1M | $3.97B | 29 | 2026-04-30 | → |
| 783 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | $61.0M | $5.89B | 27 | 2026-05-31 | → |
| 784 | 1505 CAPITAL LLC | 298880 | $60.7M | $485.7M | 11 | 2026-03-31 | → |
| 785 | CHICKASAW CAPITAL MANAGEMENT, LLC | 127398 | $60.7M | $2.55B | 19 | 2026-04-30 | → |
| 786 | FAYEZ SAROFIM & CO., LLC | 106584 | $60.7M | $35.07B | 54 | 2026-05-31 | → |
| 787 | SCS CAPITAL MANAGEMENT LLC | 122258 | $60.7M | $48.65B | 213 | 2026-03-31 | → |
| 788 | INSTITUTIONAL CAPITAL MANAGEMENT, INC. | 108986 | $60.5M | $605.0M | 2 | 2026-03-31 | → |
| 789 | MEYER HANDELMAN COMPANY LLC | 107309 | $60.5M | $3.24B | 18 | 2026-03-31 | → |
| 790 | SOLOMON API LLC | 159471 | $60.5M | $389.0M | 3 | 2026-06-30 | → |
| 791 | BAKER AVENUE ASSET MANAGEMENT, LP | 132657 | $60.4M | $5.09B | 57 | 2026-06-30 | → |
| 792 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 310106 | $60.3M | $844.8M | 6 | 2026-02-28 | → |
| 793 | SONEN CAPITAL LLC | 159461 | $59.9M | $1.14B | 19 | 2026-05-31 | → |
| 794 | IRONSHORE FINANCIAL, LLC | 294053 | $59.9M | $1.44B | 1 | 2026-03-31 | → |
| 795 | BAHL & GAYNOR INC | 106139 | $59.8M | $20.99B | 79 | 2026-02-28 | → |
| 796 | PERMANENS CAPITAL L.P. | 157476 | $59.6M | $4.02B | 17 | 2026-03-31 | → |
| 797 | MILLIMAN ADVISORS, LLC | 112245 | $59.4M | $2.32B | 1 | 2026-06-30 | → |
| 798 | WASATCH ADVISORS LP | 106081 | $59.1M | $23.35B | 96 | 2026-03-31 | → |
| 799 | FRED ALGER MANAGEMENT, LLC | 106750 | $59.0M | $26.14B | 98 | 2026-05-31 | → |
| 800 | MASONRY CAPITAL MANAGEMENT, LLC | 292664 | $59.0M | $370.5M | 3 | 2026-03-31 | → |
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