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 | |
|---|---|---|---|---|---|---|---|
| 601 | HEITMAN CAPITAL MANAGEMENT LLC | 105480 | 65.5% | $6.09B | 280 | 2026-03-31 | → |
| 602 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | 65.3% | $28.01B | 70 | 2026-04-30 | → |
| 603 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | 65.2% | $14.97B | 73 | 2026-06-30 | → |
| 604 | MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC | 117868 | 65.2% | $1.38B | 6 | 2026-06-30 | → |
| 605 | SEGAL ADVISORS, INC. | 114687 | 65.1% | $50.15B | 112 | 2026-03-31 | → |
| 606 | TRI-AD CAPITAL MANAGEMENT I, LLC | 324364 | 65.1% | $619.0M | 1 | 2026-03-31 | → |
| 607 | TEVIS INVESTMENT MANAGEMENT, LLC | 167750 | 65% | $234.8M | 1 | 2026-03-31 | → |
| 608 | MARQUETTE ASSOCIATES, INC. | 21572 | 64.9% | $47.06B | 147 | 2026-05-31 | → |
| 609 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | 64.7% | $17.30B | 13 | 2025-12-31 | → |
| 610 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | 64.7% | $9.60B | 38 | 2026-03-31 | → |
| 611 | CAUSEY PUBLIC FINANCE LLC | 332123 | 64.7% | $430.9M | 16 | 2026-03-31 | → |
| 612 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | 64.6% | $70.45B | 677 | 2026-03-31 | → |
| 613 | PALOMAR ADVISORS INC. | 285358 | 64.5% | $101.3M | 2 | 2026-04-30 | → |
| 614 | CAPITAL INTERNATIONAL, INC. | 110682 | 64.4% | $51.92B | 263 | 2026-05-31 | → |
| 615 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | 64.3% | $32.87B | 87 | 2026-03-31 | → |
| 616 | CONSTELLATION INVESTMENTS, INC. | 107528 | 64.3% | $31.48B | 45 | 2026-03-31 | → |
| 617 | NEUBERGER BERMAN ASIA LIMITED | 154286 | 64.3% | $11.01B | 62 | 2026-03-31 | → |
| 618 | RESOLUTION CAPITAL LIMITED | 142409 | 64.3% | $9.39B | 28 | 2025-09-30 | → |
| 619 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | 64% | $49.31B | 133 | 2026-04-30 | → |
| 620 | XP ADVISORY US, INC. | 173779 | 64% | $792.3M | 34 | 2026-04-30 | → |
| 621 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | 63.9% | $24.79B | 422 | 2026-03-31 | → |
| 622 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | 63.9% | $7.27B | 28 | 2026-03-31 | → |
| 623 | IFM INVESTORS PTY LTD | 162754 | 63.9% | $152.93B | 717 | 2025-11-30 | → |
| 624 | AMERICAN BEACON ADVISORS, INC. | 105552 | 63.6% | $59.93B | 121 | 2026-03-31 | → |
| 625 | ALPS ADVISORS, INC. | 134340 | 63.6% | $38.83B | 73 | 2026-03-31 | → |
| 626 | GLASS RETIREMENT STRATEGIES, INC. | 172610 | 63.6% | $20.1M | 2 | 2026-03-31 | → |
| 627 | ATLAS ASSET MANAGEMENT LLC | 173561 | 63.2% | $700.6M | 3 | 2025-12-31 | → |
| 628 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | 62.9% | $20.09B | 27 | 2026-06-30 | → |
| 629 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 62.7% | $274.95B | 859 | 2026-03-31 | → |
| 630 | GUSTO INVESTMENT SERVICES, LLC | 281515 | 62.7% | $12.01B | 3 | 2026-05-31 | → |
| 631 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | 62.6% | $1.60T | 7,987 | 2026-06-30 | → |
| 632 | OCTOPUS RENEWABLES LTD. | 326704 | 62.5% | $6.40B | 159 | 2025-07-31 | → |
| 633 | SKY HARBOR CAPITAL MANAGEMENT, LLC | 159020 | 62.5% | $3.88B | 19 | 2025-03-31 | → |
| 634 | FOSUN ASSET MANAGEMENT LIMITED | 288360 | 62.5% | $1.49B | 19 | 2026-03-31 | → |
| 635 | NASSAU ALTERNATIVE INVESTMENTS LLC | 300006 | 62.5% | $1.43B | 6 | 2026-03-31 | → |
| 636 | QTRON INVESTMENTS LLC | 285608 | 62.5% | $1.23B | 7 | 2026-03-31 | → |
| 637 | INNOVATIVE PORTFOLIOS LLC | 281382 | 62.5% | $784.6M | 14 | 2025-03-31 | → |
| 638 | PIER CAPITAL, LLC | 131212 | 62.5% | $647.7M | 9 | 2026-03-31 | → |
| 639 | TABOR ASSET MANAGEMENT, LP | 304666 | 62.5% | $577.2M | 6 | 2026-03-31 | → |
| 640 | CHICO WEALTH RIA, INC. | 162562 | 62.4% | $492.0M | 4 | 2026-03-31 | → |
| 641 | CREDICORP CAPITAL ADVISORS LLC | 290081 | 62.3% | $1.58B | 26 | 2026-04-30 | → |
| 642 | ADVANCED CAPITAL GROUP, INC. | 109673 | 62.3% | $29.99B | 22 | 2026-03-31 | → |
| 643 | TRINITY CAPITAL INVESTORS | 110798 | 62.2% | $458.3M | 2 | 2026-03-31 | → |
| 644 | INVESCO MANAGEMENT S.A. | 143238 | 62.1% | $48.69B | 357 | 2026-03-31 | → |
| 645 | KAYE CAPITAL MANAGEMENT | 109329 | 62% | $743.2M | 6 | 2025-02-28 | → |
| 646 | AKSIA LLC | 143422 | 62% | $35.20B | 177 | 2026-06-30 | → |
| 647 | 1543 CAPITAL LP | 305398 | 61.9% | $1.04B | 8 | 2026-04-30 | → |
| 648 | CAPITAL CS GROUP, LLC | 304523 | 61.9% | $227.3M | 3 | 2026-03-31 | → |
| 649 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | 61.7% | $326.29B | 1,679 | 2026-03-31 | → |
| 650 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | 61.5% | $15.47B | 41 | 2026-03-31 | → |
| 651 | ADVANTAGE CAPITAL MANAGEMENT LLC | 171128 | 61.5% | $8.26B | 30 | 2026-05-31 | → |
| 652 | 1607 CAPITAL PARTNERS, LLC | 144758 | 61.5% | $3.49B | 15 | 2026-03-31 | → |
| 653 | COINEDLY LLC | 343023 | 61.5% | $0 | 1 | 2026-06-30 | → |
| 654 | SENTRY MANAGEMENT INC | 107379 | 61.4% | $5.44B | 5 | 2026-03-31 | → |
| 655 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | 61.3% | $123.58B | 322 | 2026-03-31 | → |
| 656 | NORTH OF SOUTH CAPITAL LLP | 300917 | 61.1% | $6.70B | 14 | 2026-03-31 | → |
| 657 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | 61% | $121.05B | 419 | 2026-06-30 | → |
| 658 | GLOBEFLEX CAPITAL LP | 106417 | 60.9% | $4.60B | 26 | 2026-03-31 | → |
| 659 | CH GLOBAL CAPITAL MANAGEMENT, LLC | 283431 | 60.9% | $529.1M | 5 | 2026-03-31 | → |
| 660 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | 60.6% | $37.56B | 50 | 2026-06-30 | → |
| 661 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 60.4% | $1.43T | 1,868 | 2026-03-31 | → |
| 662 | ASSET STRATEGY CONSULTANTS LLC | 110800 | 60.4% | $5.16B | 14 | 2026-06-30 | → |
| 663 | PARNASSUS INVESTMENTS, LLC | 316904 | 60% | $41.09B | 87 | 2026-03-31 | → |
| 664 | MORRISON US, LLC | 315983 | 60% | $27.97B | 20 | 2026-01-31 | → |
| 665 | WESTERN ASSET MANAGEMENT COMPANY PTE LTD | 142188 | 60% | $2.80B | 9 | 2026-06-30 | → |
| 666 | PIVOTAL ADVISORS LLC | 310612 | 60% | $1.07B | 4 | 2026-03-31 | → |
| 667 | KINNEY ASSET MANAGEMENT, LLC. | 155498 | 60% | $578.1M | 5 | 2025-03-31 | → |
| 668 | CACHETECH INC. | 327688 | 60% | $547.4M | 7 | 2026-06-30 | → |
| 669 | ASTRA ASSET MANAGEMENT UK LIMITED | 167413 | 60% | $390.7M | 21 | 2025-07-31 | → |
| 670 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | 145370 | 60% | $241.9M | 6 | 2026-03-31 | → |
| 671 | MONSON WEALTH MANAGEMENT LLC | 337251 | 60% | $196.0M | 1 | 2026-03-31 | → |
| 672 | SPECIALIZED RETIREMENT CONSULTANTS LLC | 317027 | 60% | $186.6M | 1 | 2026-02-28 | → |
| 673 | ISRAEL INVESTMENT ADVISORS, LLC | 153952 | 60% | $96.3M | 4 | 2026-03-31 | → |
| 674 | CLOCKWISE CAPITAL LLC | 175233 | 60% | $67.5M | 3 | 2026-03-31 | → |
| 675 | GLOBAL LISTING ACCELERATOR SECURITIES LIMITED | 327603 | 60% | $27.0M | 6 | 2026-03-31 | → |
| 676 | K.J. HARRISON & PARTNERS (USA) INC. | 282353 | 60% | $21.7M | 10 | 2026-03-31 | → |
| 677 | QBOX FIDUCIARY SOLUTIONS, LLC | 167622 | 59.6% | $429.2M | 2 | 2026-03-31 | → |
| 678 | GALAPAGOS ADVISORY LLC | 322042 | 59.5% | $395.7M | 8 | 2026-03-31 | → |
| 679 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | 59.5% | $140.25B | 508 | 2026-06-30 | → |
| 680 | PITON INVESTMENT MANAGEMENT, LP | 282517 | 59.1% | $927.9M | 9 | 2026-04-30 | → |
| 681 | BROAD REACH CAPITAL LLC | 144686 | 59.1% | $180.5M | 4 | 2026-05-31 | → |
| 682 | ASSET CONSULTING GROUP, LLC | 107574 | 59% | $1.10B | 50 | 2026-03-31 | → |
| 683 | WASATCH ADVISORS LP | 106081 | 59% | $23.35B | 96 | 2026-03-31 | → |
| 684 | PINEBRIDGE INVESTMENTS LLC | 285211 | 59% | $76.73B | 239 | 2026-05-31 | → |
| 685 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | 58.9% | $154.66B | 598 | 2026-03-31 | → |
| 686 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | 107367 | 58.8% | $4.76B | 79 | 2026-06-30 | → |
| 687 | FORESIGHT GLOBAL INVESTORS, INC. | 281818 | 58.8% | $955.2M | 6 | 2026-03-31 | → |
| 688 | LION CAPITAL ADVISORS LLC | 305440 | 58.6% | $94.8M | 3 | 2026-03-31 | → |
| 689 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | 58.4% | $144.00B | 1,583 | 2026-05-31 | → |
| 690 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | 58.4% | $13.70B | 100 | 2026-03-31 | → |
| 691 | FERMAT CAPITAL MANAGEMENT, LLC | 134099 | 58.3% | $11.14B | 47 | 2026-03-31 | → |
| 692 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP | 26455 | 58.3% | $228.7M | 20 | 2026-03-31 | → |
| 693 | FAIRLIGHT ADVISORS LLC | 305352 | 58.3% | $109.3M | 2 | 2026-03-31 | → |
| 694 | SSI INVESTMENT MANAGEMENT LLC | 104889 | 58.2% | $2.55B | 25 | 2026-03-31 | → |
| 695 | WALTER SCOTT & PARTNERS LIMITED | 112161 | 57.9% | $66.67B | 162 | 2026-03-31 | → |
| 696 | EVENTIDE ASSET MANAGEMENT, LLC | 147110 | 57.9% | $7.38B | 69 | 2026-03-31 | → |
| 697 | APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 226755 | 57.9% | $4.44B | 3 | 2026-03-31 | → |
| 698 | CAMBRIDGE ASSOCIATES, LLC | 104942 | 57.6% | $326.70B | 1,116 | 2026-04-30 | → |
| 699 | ARIEL INVESTMENTS, LLC | 108211 | 57.5% | $12.78B | 109 | 2026-04-30 | → |
| 700 | AQUAMARINE FINANCIAL (CAYMAN) LTD | 335337 | 57.1% | $5.76B | 5 | 2026-06-30 | → |
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