Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional AUM per Employee
SEC-registered investment advisers ranked by institutional client assets per reported employee.
Firms
1,000
Total AUM
$60.23T
Median AUM
$7.40B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional AUM / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $604.2M | $82.99B | 99 | 2026-03-31 | → |
| 102 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | $598.0M | $8.17B | 13 | 2026-03-31 | → |
| 103 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $596.9M | $24.86B | 41 | 2026-03-31 | → |
| 104 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $591.9M | $16.30B | 24 | 2026-06-30 | → |
| 105 | FLEXPATH STRATEGIES LLC | 174306 | $582.7M | $2.91B | 5 | 2026-06-30 | → |
| 106 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | 105461 | $578.7M | $2.96B | 5 | 2026-03-31 | → |
| 107 | OASIS INVESTMENT STRATEGIES LLC | 152957 | $571.0M | $5.73B | 10 | 2026-03-31 | → |
| 108 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | 165895 | $566.3M | $2.83B | 5 | 2026-04-30 | → |
| 109 | COMPLUS ASSET MANAGEMENT (UK) LIMITED | 329571 | $562.6M | $5.87B | 5 | 2026-03-31 | → |
| 110 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $558.5M | $57.43B | 51 | 2026-04-30 | → |
| 111 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | $556.9M | $27.49B | 49 | 2026-03-31 | → |
| 112 | INSIGHT NORTH AMERICA LLC | 145995 | $555.8M | $171.09B | 238 | 2026-06-30 | → |
| 113 | QCAM CURRENCY ASSET MANAGEMENT | 170341 | $553.8M | $6.61B | 10 | 2026-03-31 | → |
| 114 | BMO ASSET MANAGEMENT CORP. | 106466 | $549.6M | $6.18B | 5 | 2026-04-30 | → |
| 115 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $536.3M | $66.46B | 90 | 2026-06-30 | → |
| 116 | CFI PARTNERS, LLC | 139531 | $536.0M | $26.31B | 47 | 2026-03-31 | → |
| 117 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $533.2M | $9.95B | 18 | 2026-03-31 | → |
| 118 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $532.4M | $27.28B | 50 | 2026-04-30 | → |
| 119 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $530.9M | $563.78B | 956 | 2026-05-31 | → |
| 120 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | $525.8M | $41.56B | 70 | 2026-03-31 | → |
| 121 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $510.6M | $1.25T | 662 | 2026-06-30 | → |
| 122 | CLEARWATER ADVISORS, LLC | 116865 | $508.0M | $4.65B | 9 | 2026-05-31 | → |
| 123 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $506.8M | $37.56B | 50 | 2026-06-30 | → |
| 124 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $505.7M | $29.01B | 51 | 2026-03-31 | → |
| 125 | XPONANCE LLC | 111126 | $501.4M | $24.27B | 46 | 2026-04-30 | → |
| 126 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $500.5M | $17.66B | 32 | 2026-03-31 | → |
| 127 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $498.8M | $35.80B | 45 | 2026-03-31 | → |
| 128 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $495.4M | $14.70B | 23 | 2026-04-30 | → |
| 129 | NASSAU CORAMERICA LLC | 334332 | $495.2M | $3.22B | 6 | 2026-03-31 | → |
| 130 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $490.5M | $184.99B | 137 | 2026-06-30 | → |
| 131 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | $489.5M | $5.49B | 11 | 2026-03-31 | → |
| 132 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | $485.6M | $17.50B | 36 | 2026-03-31 | → |
| 133 | AQUAMARINE FINANCIAL (CAYMAN) LTD | 335337 | $473.7M | $5.76B | 5 | 2026-06-30 | → |
| 134 | EARNEST PARTNERS LLC | 107926 | $471.0M | $42.61B | 47 | 2026-06-30 | → |
| 135 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $470.7M | $3.67T | 1,968 | 2026-05-31 | → |
| 136 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | $470.0M | $17.64B | 28 | 2025-07-31 | → |
| 137 | ALTAMAR PARTNERS NORTH AMERICA LLC | 283144 | $467.9M | $5.15B | 11 | 2026-03-31 | → |
| 138 | INVESTCORP INVESTMENT SOLUTIONS LLC | 314925 | $464.3M | $2.79B | 6 | 2025-09-30 | → |
| 139 | FIDUCIARYVEST, LLC | 134351 | $463.3M | $4.93B | 10 | 2026-03-31 | → |
| 140 | GREENHAVEN ASSOCIATES INC | 104729 | $462.5M | $11.66B | 7 | 2026-02-28 | → |
| 141 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | 36026 | $459.8M | $5.06B | 11 | 2026-03-31 | → |
| 142 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $457.3M | $93.47B | 157 | 2026-06-30 | → |
| 143 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $452.9M | $23.44B | 51 | 2026-04-30 | → |
| 144 | SCOUT INVESTMENTS, INC. | 111787 | $451.3M | $36.57B | 53 | 2026-05-31 | → |
| 145 | PROMANAGE, LLC | 133357 | $451.0M | $4.06B | 9 | 2026-06-30 | → |
| 146 | FIAM LLC | 133196 | $448.8M | $347.73B | 196 | 2026-03-31 | → |
| 147 | EXPAND FINANCIAL, LLC | 152515 | $447.8M | $2.77B | 6 | 2026-03-31 | → |
| 148 | AON INVESTMENTS USA INC. | 105596 | $446.9M | $150.99B | 255 | 2026-03-31 | → |
| 149 | AUREUS ASSET MANAGEMENT, LLC | 136674 | $445.3M | $8.40B | 14 | 2026-03-31 | → |
| 150 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $444.4M | $10.81B | 23 | 2026-03-31 | → |
| 151 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | $438.9M | $9.14B | 9 | 2026-03-31 | → |
| 152 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $435.4M | $427.48B | 322 | 2026-03-31 | → |
| 153 | INCOME RESEARCH + MANAGEMENT | 104863 | $435.4M | $130.65B | 218 | 2026-03-31 | → |
| 154 | ALTES CAPITAL, LLC | 331481 | $434.1M | $3.19B | 7 | 2026-03-31 | → |
| 155 | OMNICAP GROUP LLC | 133387 | $433.9M | $6.51B | 15 | 2026-04-30 | → |
| 156 | AVIVA INVESTORS CANADA INC. | 333457 | $432.8M | $9.15B | 18 | 2026-03-31 | → |
| 157 | PENTEGRA INVESTORS, INC. | 111503 | $430.5M | $5.60B | 13 | 2026-05-31 | → |
| 158 | STAIRWAY PARTNERS, LLC | 133157 | $430.0M | $2.36B | 5 | 2026-01-31 | → |
| 159 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $428.8M | $18.16B | 20 | 2026-03-31 | → |
| 160 | CONSTELLATION INVESTMENTS, INC. | 107528 | $415.2M | $31.48B | 45 | 2026-03-31 | → |
| 161 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | $413.4M | $5.76B | 13 | 2026-03-31 | → |
| 162 | BIVIUM CAPITAL PARTNERS, LLC | 134529 | $411.9M | $6.73B | 16 | 2026-05-31 | → |
| 163 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $407.9M | $16.25B | 38 | 2026-05-31 | → |
| 164 | BOWEN, HANES & CO INC | 105153 | $406.3M | $4.62B | 10 | 2026-02-28 | → |
| 165 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $404.9M | $10.12B | 23 | 2025-09-30 | → |
| 166 | SMITH SHELLNUT WILSON LLC | 106235 | $403.3M | $6.92B | 16 | 2026-06-30 | → |
| 167 | 55I, LLC | 286620 | $400.9M | $36.74B | 86 | 2026-06-30 | → |
| 168 | TEACHERS ADVISORS, LLC | 107157 | $400.7M | $436.33B | 383 | 2026-03-31 | → |
| 169 | LEADING EDGE INVESTMENT ADVISORS,LLC | 136476 | $397.7M | $5.17B | 13 | 2026-02-28 | → |
| 170 | SEGAL ADVISORS, INC. | 114687 | $396.4M | $50.15B | 112 | 2026-03-31 | → |
| 171 | CONNING, INC. | 107423 | $388.6M | $106.90B | 270 | 2026-03-31 | → |
| 172 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | $387.0M | $4.20B | 9 | 2026-03-31 | → |
| 173 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $386.5M | $12.24B | 12 | 2026-03-31 | → |
| 174 | INVESTMENT CONSULTING GROUP INC | 106967 | $384.5M | $2.84B | 6 | 2026-03-31 | → |
| 175 | BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | $383.4M | $5.19B | 8 | 2026-03-31 | → |
| 176 | HARVEST FUND ADVISORS LLC | 154425 | $382.5M | $8.13B | 14 | 2026-03-31 | → |
| 177 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | $380.6M | $6.85B | 18 | 2026-03-31 | → |
| 178 | NEPC, LLC | 110562 | $380.2M | $152.72B | 379 | 2026-05-31 | → |
| 179 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | $379.9M | $4.97B | 13 | 2026-04-30 | → |
| 180 | PLANPILOT, LLC | 160319 | $371.9M | $5.58B | 15 | 2026-02-28 | → |
| 181 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $371.4M | $59.04B | 94 | 2026-03-31 | → |
| 182 | INDEPENDENCE ASSET ADVISORS, LLC | 152963 | $366.6M | $2.19B | 5 | 2026-03-31 | → |
| 183 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $364.2M | $34.50B | 81 | 2026-03-31 | → |
| 184 | SPRINGS CAPITAL (HONG KONG) LIMITED | 168321 | $362.5M | $7.17B | 17 | 2026-06-30 | → |
| 185 | PPM AMERICA, INC. | 107269 | $362.3M | $93.79B | 217 | 2026-05-31 | → |
| 186 | NORTHCREST ASSET MANAGEMENT LLC | 300366 | $360.6M | $4.33B | 12 | 2026-03-31 | → |
| 187 | 40/86 ADVISORS, INC. | 107740 | $359.5M | $30.50B | 84 | 2026-04-30 | → |
| 188 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $358.5M | $85.59B | 155 | 2026-06-30 | → |
| 189 | 1823 PARTNERS (US) LLC | 333927 | $356.4M | $18.53B | 52 | 2026-03-31 | → |
| 190 | BRICKTOWN CAPITAL LLC | 319290 | $353.5M | $11.67B | 33 | 2026-03-31 | → |
| 191 | SAGE ADVISORY SERVICES LTD CO | 106236 | $352.9M | $28.43B | 58 | 2026-03-31 | → |
| 192 | ASSET STRATEGY CONSULTANTS LLC | 110800 | $352.7M | $5.16B | 14 | 2026-06-30 | → |
| 193 | DODGE & COX | 104596 | $352.5M | $466.56B | 336 | 2026-04-30 | → |
| 194 | PRUDENTIAL SELECT STRATEGIES LLC | 286153 | $352.4M | $22.78B | 64 | 2026-03-31 | → |
| 195 | FIDUCIARY FIRST, LLC | 150330 | $351.7M | $2.46B | 7 | 2026-03-31 | → |
| 196 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $351.6M | $2.65T | 2,059 | 2026-05-31 | → |
| 197 | WELLTH ADVISORY SERVICES, LLC | 330537 | $350.2M | $26.68B | 74 | 2026-03-31 | → |
| 198 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $350.0M | $470.54B | 950 | 2026-06-30 | → |
| 199 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $348.6M | $76.41B | 207 | 2026-03-31 | → |
| 200 | CE INVESTMENT MANAGEMENT, LLC | 299786 | $347.5M | $5.91B | 17 | 2026-03-31 | → |
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