Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional Client Share
SEC-registered investment advisers ranked by institutional client share.
Firms
1,000
Total AUM
$19.61T
Median AUM
$1.49B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Client Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | SOCORRO ASSET MANAGEMENT, L.P. | 304401 | 87.5% | $497.9M | 6 | 2026-03-31 | → |
| 402 | STONERIDGE PMG ADVISORS, LLC | 107662 | 87.5% | $390.7M | 8 | 2026-04-30 | → |
| 403 | ERISA ADVISERS, INC. | 170487 | 87.5% | $187.1M | 4 | 2026-03-31 | → |
| 404 | PUBLIC TRUST ADVISORS, LLC | 159189 | 86.6% | $104.24B | 157 | 2026-04-30 | → |
| 405 | VAN BERKOM AND ASSOCIATES INC. | 128221 | 86.5% | $3.80B | 33 | 2026-05-31 | → |
| 406 | CURAFIN ADVISORS, LLC | 329091 | 86.5% | $748.4M | 6 | 2026-03-31 | → |
| 407 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | 86.5% | $85.59B | 155 | 2026-06-30 | → |
| 408 | MARINER INSTITUTIONAL, LLC | 111964 | 86.4% | $2.82B | 148 | 2026-06-30 | → |
| 409 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | 86.4% | $183.53B | 114 | 2026-03-31 | → |
| 410 | COMMERCE STREET INVESTMENT ADVISOR, LLC | 144278 | 85.9% | $891.3M | 14 | 2026-03-31 | → |
| 411 | CROSSPOINT CAPITAL STRATEGIES, LLC | 150212 | 85.9% | $118.0M | 2 | 2026-05-31 | → |
| 412 | HERMES GPE LLP | 151848 | 85.8% | $8.88B | 67 | 2026-03-31 | → |
| 413 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | 85.7% | $17.75B | 65 | 2026-03-31 | → |
| 414 | BLUEPRINT INVESTMENT PARTNERS LLC | 170196 | 85.7% | $1.87B | 9 | 2026-04-30 | → |
| 415 | OLD GLORY ASSET MANAGEMENT LLC | 126013 | 85.7% | $655.9M | 2 | 2026-03-31 | → |
| 416 | TILLER PARTNERS, LLC | 170429 | 85.7% | $261.5M | 1 | 2026-03-31 | → |
| 417 | ONEWELTH INC | 325277 | 85.7% | $101.9M | 2 | 2026-03-31 | → |
| 418 | PNYX GROUP SA | 342798 | 85.7% | $2.3M | 12 | 2026-06-30 | → |
| 419 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | 85.5% | $7.00B | 39 | 2026-06-30 | → |
| 420 | US ASSET MANAGEMENT, LLC | 124234 | 85.4% | $358.5M | 6 | 2026-03-31 | → |
| 421 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | 85.2% | $1.67B | 24 | 2026-05-31 | → |
| 422 | CHRISTENSEN GROUP FINANCIAL, LLC | 318144 | 85.2% | $24.8M | 6 | 2026-03-31 | → |
| 423 | PERFORMA LIMITED (US), LLC | 154232 | 85.1% | $4.49B | 18 | 2026-06-30 | → |
| 424 | DIGITAL WEALTH PARTNERS LLC | 328627 | 84.9% | $555.1M | 26 | 2026-03-31 | → |
| 425 | SMART PORTFOLIO LLC | 324633 | 84.7% | $44.1M | 2 | 2026-02-28 | → |
| 426 | SELLWOOD INVESTMENT PARTNERS LLC | 164696 | 84.7% | $2.28B | 16 | 2026-06-30 | → |
| 427 | AMICORP WEALTH SERVICES LLC | 319247 | 84.6% | $188.5M | 3 | 2026-03-31 | → |
| 428 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | 84.6% | $10.09B | 50 | 2026-03-31 | → |
| 429 | CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC | 171534 | 84.4% | $443.9M | 1 | 2026-02-28 | → |
| 430 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | 84.4% | $50.44B | 161 | 2026-06-30 | → |
| 431 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | 84.2% | $50.42B | 122 | 2026-03-31 | → |
| 432 | GREENROCK RESEARCH, INC. | 131825 | 84% | $863.9M | 6 | 2026-03-31 | → |
| 433 | CAPVISOR ASSOCIATES, LLC | 289154 | 84% | $633.1M | 6 | 2026-03-31 | → |
| 434 | ETHIC INC. | 282827 | 83.9% | $7.82B | 76 | 2026-03-31 | → |
| 435 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | 83.3% | $162.89B | 45 | 2026-03-31 | → |
| 436 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 170746 | 83.3% | $7.22B | 24 | 2026-05-31 | → |
| 437 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | 83.3% | $5.87B | 5 | 2026-03-31 | → |
| 438 | CW INVESTMENT ADVISERS, LLC | 305926 | 83.3% | $1.08B | 36 | 2026-03-31 | → |
| 439 | CAPITAL INNOVATIONS, LLC | 145329 | 83.3% | $806.7M | 4 | 2026-03-31 | → |
| 440 | ATYANT CAPITAL MANAGEMENT LIMITED | 165518 | 83.3% | $470.2M | 7 | 2026-06-30 | → |
| 441 | LEGACY INVESTMENT SOLUTIONS, LLC | 322695 | 83.3% | $283.7M | 18 | 2026-04-30 | → |
| 442 | AI ALPHA LLC | 334908 | 83.3% | $200.0M | 3 | 2026-04-30 | → |
| 443 | L & B REALTY ADVISORS, LLP | 136654 | 83.3% | $218,557 | 70 | 2026-03-31 | → |
| 444 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | 83.1% | $5.93B | 20 | 2026-03-31 | → |
| 445 | PRUDENT MAN ADVISORS, LLC | 301973 | 82.6% | $30.59B | 157 | 2026-04-30 | → |
| 446 | ALPHA CAPITAL MANAGEMENT GROUP LLC | 283624 | 81.9% | $734.4M | 3 | 2026-03-31 | → |
| 447 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | 161684 | 81.8% | $6.35B | 30 | 2026-05-31 | → |
| 448 | SECOR INVESTMENT MANAGEMENT, LP | 155919 | 81.8% | $2.17B | 38 | 2026-06-30 | → |
| 449 | BARES CAPITAL MANAGEMENT, INC. | 114428 | 81.8% | $1.26B | 9 | 2025-06-30 | → |
| 450 | O'NEIL GLOBAL ADVISORS, INC. | 308150 | 81.8% | $401.9M | 40 | 2026-05-31 | → |
| 451 | AON INVESTMENTS USA INC. | 105596 | 81.7% | $150.99B | 255 | 2026-03-31 | → |
| 452 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | 81.6% | $208.39B | 115 | 2026-03-31 | → |
| 453 | F/M INVESTMENTS LLC | 304405 | 81.3% | $17.74B | 83 | 2026-03-31 | → |
| 454 | SECOR INVESTMENT ADVISORS, LP | 155235 | 81.3% | $12.76B | 44 | 2026-04-30 | → |
| 455 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | 81.2% | $59.04B | 94 | 2026-03-31 | → |
| 456 | COMMONFUND OCIO, INC. | 110689 | 81% | $22.66B | 42 | 2025-12-31 | → |
| 457 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | 80.8% | $3.33B | 18 | 2026-05-31 | → |
| 458 | KAIZEN RETIREMENT PLAN ADVISORS, LLC | 289238 | 80.8% | $155.9M | 1 | 2026-02-28 | → |
| 459 | POINTOAK RETIREMENT ADVISORS, LLC | 314866 | 80.6% | $1.08B | 3 | 2026-03-31 | → |
| 460 | BPS CAPITAL MANAGEMENT, INC. | 120006 | 80.6% | $3.10B | 5 | 2026-01-31 | → |
| 461 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 80.4% | $563.78B | 956 | 2026-05-31 | → |
| 462 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | 80.4% | $9.45B | 20 | 2026-05-31 | → |
| 463 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | 80% | $88.78B | 101 | 2026-04-30 | → |
| 464 | GUARDCAP ASSET MANAGEMENT LIMITED | 297056 | 80% | $5.93B | 24 | 2026-03-31 | → |
| 465 | ORIGIN ASSET MANAGEMENT LLP | 139897 | 80% | $4.61B | 12 | 2025-02-28 | → |
| 466 | AKSIA CA LLC | 159043 | 80% | $2.08B | 51 | 2025-03-31 | → |
| 467 | ANDALUSIAN PRIVATE CAPITAL, LP | 313032 | 80% | $1.78B | 12 | 2026-03-31 | → |
| 468 | HARBOR ADVISORS LLC | 312432 | 80% | $851.7M | 1 | 2026-02-28 | → |
| 469 | MISAKI CAPITAL INC. | 282308 | 80% | $512.1M | 13 | 2026-05-31 | → |
| 470 | BAYARD ASSET MANAGEMENT LLC | 177515 | 80% | $397.3M | 4 | 2026-03-31 | → |
| 471 | GINJER AM | 174097 | 80% | $334.6M | 7 | 2026-03-31 | → |
| 472 | PEIRCE PARK GROUP INC. | 118655 | 80% | $315.7M | 6 | 2026-05-31 | → |
| 473 | SARGASSO PARTNERS LLP | 332384 | 80% | $220.0M | 3 | 2026-06-30 | → |
| 474 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. | 282906 | 80% | $76.6M | 0 | 2026-03-31 | → |
| 475 | SANOSTRO AG | 290214 | 80% | $260,158 | 2 | 2026-03-31 | → |
| 476 | STOCK SNIPS, INC. | 322544 | 80% | $0 | 4 | 2026-03-31 | → |
| 477 | THE STEWARDSHIP CENTER,INC. | 112626 | 79.7% | $145.9M | 2 | 2026-02-28 | → |
| 478 | BQS FINANCIAL ADVISORS, LLC | 333795 | 79.3% | $226.4M | 7 | 2026-03-31 | → |
| 479 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | 79.3% | $5.49B | 11 | 2026-03-31 | → |
| 480 | TOWNSQUARE CAPITAL, LLC | 288576 | 79.2% | $18.07B | 53 | 2026-03-31 | → |
| 481 | FUND EVALUATION GROUP, LLC | 121658 | 79% | $23.86B | 136 | 2026-03-31 | → |
| 482 | CONCORD ADVISORY GROUP LTD | 107291 | 78.9% | $46.19B | 34 | 2026-03-31 | → |
| 483 | AMERICAN REALTY ADVISORS, LLC | 107965 | 78.6% | $3.24B | 70 | 2026-04-30 | → |
| 484 | SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | 106933 | 78.6% | $2.41B | 26 | 2026-05-31 | → |
| 485 | DUNDAS PARTNERS LLP | 197522 | 78.6% | $2.36B | 14 | 2026-06-30 | → |
| 486 | LEGACY BEYOND WEALTH LLC | 328708 | 78.6% | $342.0M | 1 | 2026-03-31 | → |
| 487 | HARBOR CAPITAL ADVISORS, INC. | 113042 | 77.8% | $67.64B | 240 | 2026-03-31 | → |
| 488 | THE EDGAR LOMAX COMPANY | 105444 | 77.8% | $1.42B | 8 | 2026-03-31 | → |
| 489 | APPLIED FUNDAMENTAL RESEARCH, LLC | 167645 | 77.8% | $142.9M | 5 | 2026-04-30 | → |
| 490 | GO INVEST LLC | 291884 | 77.1% | $889.0M | 1 | 2026-03-31 | → |
| 491 | PRIMECAP MANAGEMENT CO | 105516 | 76.9% | $139.34B | 43 | 2026-03-31 | → |
| 492 | 40/86 ADVISORS, INC. | 107740 | 76.9% | $30.50B | 84 | 2026-04-30 | → |
| 493 | RGM CAPITAL, LLC | 136634 | 76.9% | $2.60B | 7 | 2026-03-31 | → |
| 494 | UX WEALTH PARTNERS LLC | 308983 | 76.8% | $1.87B | 7 | 2026-06-30 | → |
| 495 | ALPHA INVESTMENT CONSULTING GROUP, LLC | 139721 | 76.7% | $713.6M | 8 | 2026-03-31 | → |
| 496 | MEAG NEW YORK CORPORATION | 321962 | 76.6% | $44.87B | 46 | 2026-05-31 | → |
| 497 | SR ALTERNATIVE CREDIT, LLC | 319478 | 76.5% | $247.4M | 9 | 2026-04-30 | → |
| 498 | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | 126685 | 76.3% | $464.3M | 3 | 2025-12-31 | → |
| 499 | SANDERS CAPITAL, LLC | 151480 | 76.2% | $122.18B | 26 | 2026-03-31 | → |
| 500 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | 76.2% | $10.18B | 32 | 2026-03-31 | → |
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