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 | |
|---|---|---|---|---|---|---|---|
| 701 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | 149165 | 57.1% | $2.18B | 16 | 2026-06-30 | → |
| 702 | BELL ASSET MANAGEMENT LIMITED | 146144 | 57.1% | $2.18B | 30 | 2026-03-31 | → |
| 703 | BLUE GROTTO CAPITAL, LLC | 299869 | 57.1% | $2.10B | 6 | 2026-03-31 | → |
| 704 | SWIFT CREEK REAL ESTATE PARTNERS LLC | 329614 | 57.1% | $1.74B | 13 | 2026-06-30 | → |
| 705 | ACCUMULUS CAPITAL MANAGEMENT, LLC | 160501 | 57.1% | $1.74B | 10 | 2026-02-28 | → |
| 706 | LATASH INVESTMENTS, LLC | 128012 | 57.1% | $1.74B | 8 | 2026-03-31 | → |
| 707 | VANTAGE INFRASTRUCTURE (USA) INC. | 157458 | 57.1% | $1.47B | 5 | 2026-03-31 | → |
| 708 | HAZELVIEW SECURITIES INC. | 293469 | 57.1% | $943.1M | 15 | 2026-03-31 | → |
| 709 | TORREYANA CAPITAL, LLC | 329075 | 57.1% | $837.4M | 10 | 2026-06-30 | → |
| 710 | BLUESHIFT ASSET MANAGEMENT, LLC | 290637 | 57.1% | $694.4M | 13 | 2026-03-31 | → |
| 711 | PALO DURO INVESTMENT PARTNERS, LP | 324320 | 57.1% | $402.8M | 6 | 2026-03-31 | → |
| 712 | GUGGENHEIM PRIVATE INVESTMENTS, LLC | 331479 | 57.1% | $349.5M | 5 | 2026-03-31 | → |
| 713 | GARNETT ADVISORS, LLC | 289930 | 57.1% | $265.7M | 2 | 2026-03-31 | → |
| 714 | BCK CAPITAL MANAGEMENT LP | 282798 | 57.1% | $112.4M | 5 | 2026-03-31 | → |
| 715 | NYMBUS CAPITAL INC. | 298214 | 57% | $751.5M | 12 | 2026-01-31 | → |
| 716 | HARPSWELL CAPITAL ADVISORS, LLC | 168996 | 57% | $587.0M | 5 | 2026-05-31 | → |
| 717 | 401K GENERATION | 154279 | 57% | $156.4M | 35 | 2026-03-31 | → |
| 718 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | 56.9% | $29.29B | 32 | 2026-03-31 | → |
| 719 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | 56.9% | $7.90B | 41 | 2026-03-31 | → |
| 720 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | 56.8% | $10.80B | 60 | 2026-03-31 | → |
| 721 | PENSION CONSULTANTS INC | 113914 | 56.8% | $5.42B | 17 | 2026-03-31 | → |
| 722 | FIDUCIARYVEST, LLC | 134351 | 56.8% | $4.93B | 10 | 2026-03-31 | → |
| 723 | OCTOGONE NA, LLC | 322478 | 56.7% | $469.7M | 6 | 2026-03-31 | → |
| 724 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | 56.7% | $23.85B | 35 | 2026-06-30 | → |
| 725 | PEREGRINE CAPITAL MANAGEMENT, LLC | 110052 | 56.7% | $4.07B | 28 | 2026-03-31 | → |
| 726 | PANDOWEALTH. LLC | 281456 | 56.5% | $500.3M | 28 | 2026-04-30 | → |
| 727 | AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. | 110117 | 56.4% | $41.3M | 6 | 2026-03-31 | → |
| 728 | PARVUS ASSET MANAGEMENT JERSEY LIMITED | 174027 | 56.3% | $11.31B | 1 | 2026-06-30 | → |
| 729 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | 55.8% | $40.90B | 151 | 2026-05-31 | → |
| 730 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | 55.7% | $30.11B | 180 | 2026-03-31 | → |
| 731 | AFLAC ASSET MANAGEMENT LLC | 304316 | 55.6% | $133.47B | 110 | 2026-03-31 | → |
| 732 | INCENTIVE AS | 174704 | 55.6% | $2.46B | 6 | 2026-05-31 | → |
| 733 | MAREN CAPITAL LLC | 319626 | 55.6% | $2.08B | 6 | 2026-04-30 | → |
| 734 | DORSEY ASSET MANAGEMENT LLC | 169056 | 55.6% | $1.45B | 10 | 2026-03-31 | → |
| 735 | GLOBAL IMC LLC | 170870 | 55.6% | $790.0M | 22 | 2026-03-31 | → |
| 736 | HUBER CAPITAL MANAGEMENT LLC | 143344 | 55.6% | $729.2M | 11 | 2026-04-30 | → |
| 737 | MIRABILIS MANAGEMENT COMPANY LLC | 316801 | 55.6% | $622.1M | 11 | 2026-05-31 | → |
| 738 | LANDSEER ADVISORS LLC | 309937 | 55.6% | $415.2M | 5 | 2026-03-31 | → |
| 739 | SAPIENCE INVESTMENTS, LLC | 284720 | 55.6% | $184.7M | 7 | 2025-03-31 | → |
| 740 | GOLDEN K WEALTH MANAGEMENT, LLC | 156588 | 55.6% | $179.4M | 6 | 2026-04-30 | → |
| 741 | MACKAY SHIELDS LLC | 107717 | 55.4% | $159.52B | 206 | 2026-04-30 | → |
| 742 | S.B. VALUE PARTNERS, L.P. | 139162 | 55.4% | $3.89B | 13 | 2026-03-31 | → |
| 743 | PGIM LIMITED | 160005 | 55.1% | $76.45B | 299 | 2026-03-31 | → |
| 744 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | 55.1% | $14.15B | 105 | 2026-03-31 | → |
| 745 | POST ADVISORY GROUP, LLC | 108860 | 55% | $13.03B | 49 | 2026-05-31 | → |
| 746 | SOFINNOVA INVESTMENTS, INC. | 160297 | 55% | $5.37B | 41 | 2026-03-31 | → |
| 747 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | 54.9% | $13.24B | 120 | 2026-05-31 | → |
| 748 | ANDERSON FINANCIAL PARTNERS, INC. | 126641 | 54.8% | $1.52B | 4 | 2026-03-31 | → |
| 749 | ALIGNMENT FINANCIAL GROUP, LLC | 306644 | 54.8% | $77.6M | 1 | 2026-03-31 | → |
| 750 | WASHINGTON CAPITAL MANAGEMENT INC | 105253 | 54.7% | $7.40B | 79 | 2026-06-30 | → |
| 751 | WESPAC ADVISORS, LLC | 148242 | 54.6% | $1.21B | 10 | 2026-04-30 | → |
| 752 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | 54.5% | $12.75B | 53 | 2026-04-30 | → |
| 753 | ALGERT GLOBAL LLC | 125523 | 54.5% | $10.20B | 24 | 2026-05-31 | → |
| 754 | NASSAU CORAMERICA LLC | 334332 | 54.5% | $3.22B | 6 | 2026-03-31 | → |
| 755 | STEEPROCK CAPITAL II LLC | 172775 | 54.5% | $2.63B | 12 | 2026-06-30 | → |
| 756 | GAM USA INC. | 110458 | 54.5% | $1.55B | 14 | 2026-03-31 | → |
| 757 | NASSAU PRIVATE CREDIT LLC | 300220 | 54.5% | $1.05B | 7 | 2026-05-31 | → |
| 758 | CANDIDE GROUP, LLC | 286086 | 54.5% | $123.6M | 13 | 2026-03-31 | → |
| 759 | PT CAPITAL ADVISORS, LLC | 168601 | 54.5% | $56.9M | 6 | 2026-03-31 | → |
| 760 | SAWGRASS ASSET MANAGEMENT LLC | 108831 | 54.3% | $2.05B | 15 | 2026-04-30 | → |
| 761 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | 54.2% | $8.52B | 11 | 2026-05-31 | → |
| 762 | ACCELERATE INVESTMENT ADVISORS LLC | 325859 | 54.1% | $315.4M | 40 | 2026-06-30 | → |
| 763 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | 300359 | 53.9% | $907.6M | 46 | 2026-06-30 | → |
| 764 | APS WEALTH MANAGEMENT, LLC | 298233 | 53.9% | $311.5M | 9 | 2026-05-31 | → |
| 765 | ACADIAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | 322795 | 53.8% | $5.71B | 19 | 2026-03-31 | → |
| 766 | ANFIELD CAPITAL MANAGEMENT, LLC | 165211 | 53.8% | $2.16B | 10 | 2026-03-31 | → |
| 767 | TIMBERLAND INVESTMENT RESOURCES, LLC | 129663 | 53.8% | $1.98B | 30 | 2026-03-31 | → |
| 768 | NICHOLAS INVESTMENT PARTNERS, L.P. | 140159 | 53.8% | $1.45B | 12 | 2026-03-31 | → |
| 769 | THE CAPITAL CHART ROOM, LTD | 117980 | 53.8% | $400.9M | 7 | 2026-03-31 | → |
| 770 | CARRET ASSET MANAGEMENT, LLC | 131445 | 53.6% | $3.46B | 22 | 2026-06-30 | → |
| 771 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | 53.6% | $4.97B | 13 | 2026-04-30 | → |
| 772 | BLACKROCK (SINGAPORE) LIMITED | 164594 | 53.4% | $70.33B | 236 | 2026-06-30 | → |
| 773 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | 53.3% | $26.12B | 82 | 2026-05-31 | → |
| 774 | INTERMEDE INVESTMENT PARTNERS LIMITED | 175312 | 53.3% | $3.99B | 17 | 2026-05-31 | → |
| 775 | CEREDEX VALUE ADVISORS LLC | 146023 | 53.3% | $3.43B | 13 | 2026-03-31 | → |
| 776 | AEW CAPITAL MANAGEMENT LP | 108633 | 53.3% | $3.02B | 250 | 2026-03-31 | → |
| 777 | GENNX360 MANAGEMENT COMPANY, LLC | 160331 | 53.3% | $2.69B | 21 | 2026-03-31 | → |
| 778 | SMITH AFFILIATED CAPITAL CORP | 107675 | 53.3% | $1.68B | 10 | 2026-03-31 | → |
| 779 | OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC | 297976 | 53.3% | $305.0M | 3 | 2026-02-28 | → |
| 780 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | 53.1% | $11.29B | 16 | 2026-05-31 | → |
| 781 | PANDI, LLC | 330112 | 52.9% | $1.38B | 20 | 2026-03-31 | → |
| 782 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | 52.9% | $862.7M | 8 | 2026-03-31 | → |
| 783 | LINEPOINT PARTNERS & CO., LLC | 332598 | 52.9% | $572.1M | 8 | 2026-03-31 | → |
| 784 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | 52.8% | $199.66B | 452 | 2026-05-31 | → |
| 785 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | 52.7% | $81.44B | 164 | 2026-03-31 | → |
| 786 | MORTGAGE INDUSTRY ADVISORY CORPORATION | 122337 | 52.6% | $1.39B | 73 | 2025-02-28 | → |
| 787 | ARIN RISK ADVISORS LLC | 151491 | 52.4% | $10.19B | 11 | 2026-03-31 | → |
| 788 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | 52.3% | $35.71B | 630 | 2026-03-31 | → |
| 789 | HEITMAN REAL ESTATE SECURITIES LLC | 107134 | 52.2% | $1.82B | 141 | 2026-03-31 | → |
| 790 | ULLICO INVESTMENT ADVISORS, INC. | 106628 | 52% | $13.92B | 92 | 2026-03-31 | → |
| 791 | JEFFERSON BRIDGE CAPITAL, LLC | 325636 | 51.9% | $146.2M | 3 | 2026-01-31 | → |
| 792 | SLWA, LLC | 309506 | 51.8% | $760.0M | 6 | 2026-03-31 | → |
| 793 | INVESTMENT PROFESSIONALS, LLC | 282495 | 51.8% | $311.0M | 4 | 2026-03-31 | → |
| 794 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | 51.7% | $141.83B | 740 | 2026-06-30 | → |
| 795 | WEST RIDGE ADVISORS, LLC | 282718 | 51.5% | $396.0M | 13 | 2026-04-30 | → |
| 796 | DODGE & COX | 104596 | 51.4% | $466.56B | 336 | 2026-04-30 | → |
| 797 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | 51% | $52.93B | 313 | 2026-04-30 | → |
| 798 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | 51% | $65.07B | 51 | 2026-01-31 | → |
| 799 | EAGLEBROOK ADVISORS, INC. | 304438 | 50.9% | $342.0M | 22 | 2026-03-31 | → |
| 800 | WWM ADVISORY INC. | 133611 | 50.9% | $280.1M | 2 | 2026-03-31 | → |
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