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 | |
|---|---|---|---|---|---|---|---|
| 701 | BRISTOL GROUP INC | 105087 | $99.4M | $2.04B | 13 | 2026-06-30 | → |
| 702 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $99.2M | $14.15B | 105 | 2026-03-31 | → |
| 703 | FIDUCIARY MANAGEMENT, INC. | 109149 | $99.2M | $11.36B | 25 | 2026-06-30 | → |
| 704 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $99.0M | $40.18B | 130 | 2026-03-31 | → |
| 705 | CORNERSTONE CAPITAL, INC. | 105396 | $98.8M | $1.36B | 5 | 2026-03-31 | → |
| 706 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $98.5M | $52.93B | 313 | 2026-04-30 | → |
| 707 | ARISTOTLE CAPITAL BOSTON, LLC | 173198 | $98.4M | $1.83B | 9 | 2026-03-31 | → |
| 708 | IWC INVESTMENT PARTNERS A/S | 287869 | $98.3M | $2.95B | 30 | 2026-03-31 | → |
| 709 | GREEN COURT CAPITAL MANAGEMENT LIMITED | 286091 | $98.3M | $5.54B | 39 | 2026-03-31 | → |
| 710 | EURAZEO NORTH AMERICA, INC. | 300444 | $98.0M | $1.61B | 12 | 2026-03-31 | → |
| 711 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $98.0M | $5.48B | 21 | 2026-03-31 | → |
| 712 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $97.8M | $9.80B | 46 | 2025-09-30 | → |
| 713 | GREENWICH WEALTH MANAGEMENT LLC | 142820 | $97.8M | $3.52B | 13 | 2026-03-31 | → |
| 714 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $97.6M | $601.79B | 960 | 2026-06-30 | → |
| 715 | ARGENT RETIREMENT PLAN ADVISORS, LLC | 165031 | $97.6M | $683.1M | 7 | 2026-03-31 | → |
| 716 | PYRFORD INTERNATIONAL LTD | 105646 | $97.3M | $7.07B | 35 | 2026-06-30 | → |
| 717 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | $97.2M | $5.49B | 42 | 2026-03-31 | → |
| 718 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $97.1M | $21.75B | 100 | 2026-01-31 | → |
| 719 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $97.0M | $21.98B | 57 | 2026-03-31 | → |
| 720 | MIDLAND WEALTH ADVISORS, LLC | 324997 | $97.0M | $3.16B | 32 | 2026-04-30 | → |
| 721 | JARISLOWSKY, FRASER LIMITED | 107390 | $96.9M | $38.23B | 225 | 2025-05-31 | → |
| 722 | JV MANAGEMENT LLC | 313398 | $96.8M | $4.98B | 25 | 2026-05-31 | → |
| 723 | BANYAN ALPHA INVESTMENT L.P. | 311857 | $96.2M | $751.9M | 5 | 2026-03-31 | → |
| 724 | STONEBRIDGE ADVISORS LLC | 134017 | $96.1M | $11.83B | 15 | 2026-03-31 | → |
| 725 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | $96.0M | $5.09B | 21 | 2026-03-31 | → |
| 726 | DETALUS ADVISORS, LLC | 117958 | $95.9M | $2.22B | 15 | 2026-03-31 | → |
| 727 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $95.8M | $26.12B | 82 | 2026-05-31 | → |
| 728 | DESCHUTES PORTFOLIO STRATEGY, LLC | 155424 | $95.6M | $1.63B | 11 | 2026-03-31 | → |
| 729 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $95.0M | $280.48B | 381 | 2026-03-31 | → |
| 730 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | $94.9M | $9.92B | 80 | 2026-06-30 | → |
| 731 | DFA AUSTRALIA LIMITED | 107621 | $94.8M | $361.60B | 134 | 2026-03-31 | → |
| 732 | OLDFIELD PARTNERS LLP | 140556 | $94.5M | $1.70B | 16 | 2026-06-30 | → |
| 733 | CDAM (UK) LTD | 169319 | $94.2M | $953.7M | 10 | 2026-06-30 | → |
| 734 | MARTINGALE ASSET MANAGEMENT LP | 108526 | $94.2M | $4.18B | 25 | 2026-03-31 | → |
| 735 | CASTLEKEEP INVESTMENT ADVISORS LLC | 111656 | $93.8M | $920.8M | 5 | 2026-03-31 | → |
| 736 | WINDWARD CAPITAL MANAGEMENT CO | 106908 | $93.6M | $1.86B | 7 | 2026-06-30 | → |
| 737 | BROWN ADVISORY LTD. | 168985 | $93.4M | $26.58B | 110 | 2026-03-31 | → |
| 738 | GI MANAGER L.P. | 161573 | $93.4M | $35.74B | 160 | 2026-03-31 | → |
| 739 | PETRA CAPITAL MANAGEMENT, INC. | 277042 | $93.1M | $1.76B | 13 | 2026-06-30 | → |
| 740 | F/M INVESTMENTS LLC | 304405 | $92.9M | $17.74B | 83 | 2026-03-31 | → |
| 741 | 26NORTH PARTNERS LP | 322923 | $92.9M | $32.68B | 142 | 2026-03-31 | → |
| 742 | NOTTINGHAM ADVISORS INC. | 104928 | $92.9M | $1.43B | 11 | 2026-03-31 | → |
| 743 | NOMURA ASSET MANAGEMENT SINGAPORE LIMITED | 110813 | $92.8M | $13.02B | 43 | 2025-06-30 | → |
| 744 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 106355 | $92.7M | $11.53B | 49 | 2026-04-30 | → |
| 745 | ALLIANCE PARTNERS LLC | 157700 | $92.6M | $1.94B | 21 | 2026-03-31 | → |
| 746 | ACADEMY ASSET MANAGEMENT, LLC | 319774 | $92.3M | $1.29B | 13 | 2026-02-28 | → |
| 747 | SCHRODER INVESTMENT MANAGEMENT (JAPAN) LIMITED | 306616 | $92.2M | $11.01B | 81 | 2026-05-31 | → |
| 748 | ACORN ADVISORY CAPITAL, L.P. | 133040 | $92.1M | $2.96B | 22 | 2026-03-31 | → |
| 749 | PAVE INVESTMENT ADVISORS, LLC. | 322420 | $92.0M | $669.6M | 7 | 2026-06-30 | → |
| 750 | MIDWEST CAPITAL ADVISORS, LLC | 125389 | $91.8M | $1.36B | 11 | 2026-05-31 | → |
| 751 | GUGGENHEIM INVESTMENT ADVISORS, LLC | 108263 | $91.8M | $840.9M | 9 | 2026-03-31 | → |
| 752 | SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD | 148494 | $91.4M | $702.7M | 7 | 2026-03-31 | → |
| 753 | CONSEQUENT CAPITAL MANAGEMENT, LLC | 285262 | $91.3M | $639.3M | 7 | 2025-07-31 | → |
| 754 | TWIN CAPITAL MANAGEMENT INC | 104748 | $90.9M | $837.8M | 8 | 2026-03-31 | → |
| 755 | EVOLUTION WEALTH ADVISORS, LLC | 285142 | $90.4M | $1.96B | 15 | 2026-03-31 | → |
| 756 | GQG PARTNERS LLC | 283720 | $90.4M | $163.86B | 227 | 2026-03-31 | → |
| 757 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $90.2M | $17.83B | 104 | 2026-05-31 | → |
| 758 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 174809 | $90.2M | $2.69B | 21 | 2026-03-31 | → |
| 759 | ANNANDALE CAPITAL, LLC | 136667 | $90.0M | $1.55B | 5 | 2026-03-31 | → |
| 760 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $89.8M | $29.59B | 127 | 2026-02-28 | → |
| 761 | MONASHEE INVESTMENT MANAGEMENT, LLC | 163148 | $89.8M | $1.86B | 13 | 2026-02-28 | → |
| 762 | AXAR CAPITAL MANAGEMENT LP | 217520 | $89.7M | $3.60B | 13 | 2026-06-30 | → |
| 763 | PRIME BUCHHOLZ LLC | 106455 | $89.6M | $14.07B | 127 | 2026-03-31 | → |
| 764 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | $89.3M | $7.86B | 22 | 2026-03-31 | → |
| 765 | CH GLOBAL CAPITAL MANAGEMENT, LLC | 283431 | $89.0M | $529.1M | 5 | 2026-03-31 | → |
| 766 | T. ROWE PRICE (CANADA) INC. | 107290 | $89.0M | $6.55B | 11 | 2026-03-31 | → |
| 767 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $88.9M | $8.71B | 24 | 2026-03-31 | → |
| 768 | INNOVATIVE CAPITAL ADVISORS, LLC | 161281 | $88.5M | $619.5M | 7 | 2026-01-31 | → |
| 769 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | 111479 | $88.3M | $441.7M | 5 | 2026-03-31 | → |
| 770 | WEATHERBIE CAPITAL, LLC | 105991 | $88.2M | $1.34B | 7 | 2026-06-30 | → |
| 771 | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | 311808 | $87.9M | $2.72B | 25 | 2026-04-30 | → |
| 772 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $87.8M | $34.59B | 163 | 2026-03-31 | → |
| 773 | ALPHA INVESTMENT CONSULTING GROUP, LLC | 139721 | $87.7M | $713.6M | 8 | 2026-03-31 | → |
| 774 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $87.6M | $326.29B | 1,679 | 2026-03-31 | → |
| 775 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $87.5M | $77.96B | 319 | 2026-03-31 | → |
| 776 | FIERA CAPITAL INC. | 113638 | $87.4M | $17.28B | 95 | 2026-03-31 | → |
| 777 | MARCUARD FAMILY OFFICE LTD | 155003 | $87.3M | $8.66B | 36 | 2026-04-30 | → |
| 778 | INFRARED CAPITAL PARTNERS (US) LLC | 310401 | $87.2M | $2.44B | 28 | 2026-03-31 | → |
| 779 | EMERALD ADVISERS, LLC | 107496 | $87.1M | $3.30B | 35 | 2026-03-31 | → |
| 780 | INVESCO HONG KONG LIMITED | 109923 | $86.8M | $26.20B | 226 | 2026-03-31 | → |
| 781 | WASATCH ADVISORS LP | 106081 | $86.8M | $23.35B | 96 | 2026-03-31 | → |
| 782 | GIBSON CAPITAL, LLC | 148836 | $86.7M | $3.03B | 17 | 2026-03-31 | → |
| 783 | POLEN CAPITAL CREDIT, LLC | 108468 | $86.7M | $6.13B | 46 | 2026-05-31 | → |
| 784 | OPUS CAPITAL GROUP, LLC | 106528 | $86.7M | $1.51B | 7 | 2026-03-31 | → |
| 785 | NASSAU PRIVATE CREDIT LLC | 300220 | $86.5M | $1.05B | 7 | 2026-05-31 | → |
| 786 | CARRET ASSET MANAGEMENT, LLC | 131445 | $86.2M | $3.46B | 22 | 2026-06-30 | → |
| 787 | SPARX ASSET MANAGEMENT KOREA CO., LTD. | 338393 | $86.1M | $2.13B | 23 | 2026-06-30 | → |
| 788 | SILVER ROCK CAPITAL PARTNERS LP | 318007 | $85.7M | $6.83B | 15 | 2026-03-31 | → |
| 789 | SUMMIT CREEK ADVISORS, LLC | 135496 | $85.6M | $650.9M | 7 | 2026-03-31 | → |
| 790 | ANDALUSIAN PRIVATE CAPITAL, LP | 313032 | $85.4M | $1.78B | 12 | 2026-03-31 | → |
| 791 | NEUBERGER BERMAN ASIA LIMITED | 154286 | $85.4M | $11.01B | 62 | 2026-03-31 | → |
| 792 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $85.3M | $13.35B | 46 | 2026-03-31 | → |
| 793 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $85.3M | $16.87B | 191 | 2026-04-30 | → |
| 794 | ABRDN INC. | 111069 | $85.0M | $41.48B | 193 | 2026-03-31 | → |
| 795 | PRYTANIA INVESTMENT ADVISORS LLP | 285874 | $84.8M | $981.7M | 10 | 2026-06-30 | → |
| 796 | HEARD CAPITAL LLC | 297176 | $84.8M | $2.40B | 10 | 2026-04-30 | → |
| 797 | RELIANT INVESTMENT MANAGEMENT, LLC | 111220 | $84.7M | $1.47B | 12 | 2026-03-31 | → |
| 798 | IBN ASSET MANAGEMENT, LLC | 290114 | $84.7M | $508.2M | 6 | 2026-03-31 | → |
| 799 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $84.6M | $21.15B | 63 | 2026-04-30 | → |
| 800 | ALLIE FAMILY OFFICE LLC | 307144 | $84.6M | $1.32B | 11 | 2026-03-31 | → |
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