Research Report · 2026-06-30
Registered Investment Advisers with the Highest Investment Advisory Employee Share
SEC-registered investment advisers ranked by investment advisory employee share.
Firms
1,000
Total AUM
$17.46T
Median AUM
$608.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Investment Advisory Employee Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT, LLC | 338002 | 100% | $8.44T | 235 | 2026-05-31 | → |
| 2 | VANGUARD PORTFOLIO MANAGEMENT, LLC | 338003 | 100% | $2.66T | 105 | 2026-05-31 | → |
| 3 | STRATEGIC ADVISERS LLC | 104555 | 100% | $1.37T | 17,112 | 2026-03-31 | → |
| 4 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | 100% | $818.78B | 15,424 | 2025-03-31 | → |
| 5 | FEDERATED INVESTMENT MANAGEMENT COMPANY | 105138 | 100% | $590.10B | 106 | 2026-05-31 | → |
| 6 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | 100% | $386.88B | 728 | 2026-03-31 | → |
| 7 | TAULA CAPITAL MANAGEMENT (JERSEY) LP | 330068 | 100% | $210.93B | 7 | 2026-06-30 | → |
| 8 | OLIVE STREET INVESTMENT ADVISERS, LLC | 166710 | 100% | $203.76B | 232 | 2026-03-31 | → |
| 9 | BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | 151605 | 100% | $152.13B | 1,413 | 2026-04-30 | → |
| 10 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | 100% | $107.29B | 1,421 | 2026-03-31 | → |
| 11 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | 100% | $105.30B | 1,790 | 2026-04-30 | → |
| 12 | BROOKFIELD RENEWABLE ENERGY GROUP LLC | 316590 | 100% | $99.12B | 1,072 | 2026-03-31 | → |
| 13 | BLUE OWL GPSC ADVISORS LLC | 293945 | 100% | $94.65B | 40 | 2026-04-30 | → |
| 14 | III CAPITAL MANAGEMENT | 113539 | 100% | $88.24B | 9 | 2026-05-31 | → |
| 15 | KESTRA ADVISORY SERVICES, LLC | 283330 | 100% | $79.80B | 1,359 | 2026-06-30 | → |
| 16 | BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. | 171207 | 100% | $73.82B | 1,402 | 2026-03-31 | → |
| 17 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | 100% | $67.88B | 130 | 2026-05-31 | → |
| 18 | BLUE OWL CREDIT ADVISORS LLC | 282575 | 100% | $64.86B | 250 | 2026-03-31 | → |
| 19 | AVANTAX ADVISORY SERVICES, INC. | 104556 | 100% | $46.11B | 2,278 | 2025-03-31 | → |
| 20 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | 100% | $46.06B | 250 | 2026-06-30 | → |
| 21 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | 100% | $42.29B | 30 | 2026-04-30 | → |
| 22 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | 100% | $40.18B | 130 | 2026-03-31 | → |
| 23 | MASON STREET ADVISORS, LLC | 114085 | 100% | $39.08B | 13 | 2026-03-31 | → |
| 24 | VOYA RETIREMENT ADVISORS, LLC | 3989 | 100% | $37.47B | 121 | 2026-03-31 | → |
| 25 | GREYSTAR INVESTMENT GROUP, LLC | 160665 | 100% | $36.50B | 588 | 2026-06-30 | → |
| 26 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | 100% | $33.19B | 7 | 2025-12-31 | → |
| 27 | SVB ASSET MANAGEMENT | 124567 | 100% | $32.32B | 24 | 2026-03-31 | → |
| 28 | 40/86 ADVISORS, INC. | 107740 | 100% | $30.50B | 84 | 2026-04-30 | → |
| 29 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | 100% | $27.28B | 50 | 2026-04-30 | → |
| 30 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | 100% | $25.84B | 30 | 2026-03-31 | → |
| 31 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | 100% | $24.44B | 290 | 2026-03-31 | → |
| 32 | BRIDGEPOINT LLC | 322260 | 100% | $24.18B | 21 | 2026-04-30 | → |
| 33 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | 100% | $23.48B | 5 | 2026-03-31 | → |
| 34 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | 100% | $21.33B | 129 | 2026-03-31 | → |
| 35 | KPS CAPITAL PARTNERS, LP | 157678 | 100% | $19.08B | 111 | 2026-03-31 | → |
| 36 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | 100% | $18.88B | 44 | 2026-05-31 | → |
| 37 | PRINCIPAL SECURITIES, INC. | 1137 | 100% | $17.02B | 1,464 | 2026-03-31 | → |
| 38 | TPG REAL ESTATE ADVISORS, LLC | 170731 | 100% | $16.97B | 48 | 2026-06-30 | → |
| 39 | KEYSTATE ADVISORY, LLC | 156226 | 100% | $16.59B | 8 | 2026-03-31 | → |
| 40 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | 100% | $16.10B | 250 | 2026-03-31 | → |
| 41 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | 100% | $15.54B | 204 | 2026-04-30 | → |
| 42 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | 100% | $14.25B | 15 | 2026-06-30 | → |
| 43 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | 100% | $14.09B | 39 | 2026-05-31 | → |
| 44 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | 100% | $13.45B | 211 | 2026-06-30 | → |
| 45 | STG PARTNERS, LLC | 291048 | 100% | $13.43B | 87 | 2026-03-31 | → |
| 46 | STATE FARM INVESTMENT MANAGEMENT CORP. | 3487 | 100% | $12.94B | 7,930 | 2026-04-30 | → |
| 47 | BRICKTOWN CAPITAL LLC | 319290 | 100% | $11.67B | 33 | 2026-03-31 | → |
| 48 | TPG SOLUTIONS ADVISORS, LLC | 313020 | 100% | $11.61B | 46 | 2026-06-30 | → |
| 49 | NOVACAP MANAGEMENT US INC. | 327243 | 100% | $11.61B | 13 | 2026-03-31 | → |
| 50 | QRG CAPITAL MANAGEMENT, INC. | 305277 | 100% | $11.41B | 12 | 2026-06-30 | → |
| 51 | ROCKWOOD CAPITAL, LLC | 156663 | 100% | $10.61B | 65 | 2026-06-30 | → |
| 52 | RIDGEMONT PARTNERS MANAGEMENT, LLC | 157421 | 100% | $10.26B | 61 | 2026-03-31 | → |
| 53 | FRANKLIN PARK ASSOCIATES, LLC | 126508 | 100% | $10.21B | 29 | 2026-03-31 | → |
| 54 | VALMARK ADVISERS INC | 108050 | 100% | $10.17B | 280 | 2026-06-30 | → |
| 55 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | 100% | $9.45B | 20 | 2026-05-31 | → |
| 56 | ALTARIS, LLC | 143611 | 100% | $9.34B | 37 | 2026-03-31 | → |
| 57 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | 100% | $9.22B | 200 | 2026-04-30 | → |
| 58 | GRANITESHARES ADVISORS LLC | 287806 | 100% | $9.19B | 6 | 2026-01-31 | → |
| 59 | DEERPATH CAPITAL MANAGEMENT, LP | 160791 | 100% | $9.03B | 100 | 2026-03-31 | → |
| 60 | STRIPES MANAGEMENT, LLC | 157553 | 100% | $8.14B | 51 | 2026-03-31 | → |
| 61 | EDWARDS CAPITAL, LLC | 157864 | 100% | $7.89B | 65 | 2026-03-31 | → |
| 62 | RBC PRIVATE COUNSEL (USA) INC. | 109648 | 100% | $7.89B | 1,455 | 2026-06-30 | → |
| 63 | WGI DM, LLC | 334219 | 100% | $7.78B | 6 | 2026-03-31 | → |
| 64 | JLL PARTNERS LLC | 285186 | 100% | $7.40B | 36 | 2026-03-31 | → |
| 65 | ALLIANT RETIREMENT SERVICES, LLC | 167970 | 100% | $7.37B | 30 | 2026-04-30 | → |
| 66 | PEAK ROCK CAPITAL LLC | 165138 | 100% | $7.28B | 55 | 2026-03-31 | → |
| 67 | PPC INVESTMENT PARTNERS LP | 291331 | 100% | $7.21B | 50 | 2026-03-31 | → |
| 68 | SILVERSMITH MANAGEMENT, L.P. | 281620 | 100% | $7.16B | 38 | 2026-03-31 | → |
| 69 | BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC | 316821 | 100% | $6.95B | 250 | 2026-03-31 | → |
| 70 | THRIVENT ADVISOR NETWORK, LLC | 304569 | 100% | $6.84B | 119 | 2026-06-30 | → |
| 71 | NASSAU GLOBAL CREDIT LLC | 287937 | 100% | $6.43B | 16 | 2026-03-31 | → |
| 72 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | 161684 | 100% | $6.35B | 30 | 2026-05-31 | → |
| 73 | WINSHORE CAPITAL PARTNERS LP | 300347 | 100% | $6.30B | 5 | 2026-06-30 | → |
| 74 | WCG WEALTH ADVISORS, LLC | 173194 | 100% | $6.28B | 131 | 2026-06-30 | → |
| 75 | BELL PARTNERS INVESTMENT MANAGER, LLC | 329611 | 100% | $6.12B | 69 | 2026-05-31 | → |
| 76 | VISION RIDGE PARTNERS, LLC | 174836 | 100% | $6.11B | 35 | 2026-05-31 | → |
| 77 | SIGMA PLANNING CORPORATION | 110692 | 100% | $6.10B | 471 | 2026-05-31 | → |
| 78 | CE INVESTMENT MANAGEMENT, LLC | 299786 | 100% | $5.91B | 17 | 2026-03-31 | → |
| 79 | THE LINONIA PARTNERSHIP LP | 326550 | 100% | $5.84B | 8 | 2026-03-31 | → |
| 80 | AXIUM INFRASTRUCTURE US INC. | 168164 | 100% | $5.83B | 17 | 2026-03-31 | → |
| 81 | PROSPECT RIDGE ADVISORS, LLC | 299594 | 100% | $5.81B | 44 | 2026-03-31 | → |
| 82 | SOLAMERE CAPITAL, LLC | 156902 | 100% | $5.74B | 12 | 2026-03-31 | → |
| 83 | FROST INVESTMENT ADVISORS, LLC | 146148 | 100% | $5.36B | 31 | 2026-03-31 | → |
| 84 | DAVID VAUGHAN INVESTMENTS, LLC | 105990 | 100% | $5.33B | 48 | 2026-03-31 | → |
| 85 | FAMILY MANAGE LLC | 104951 | 100% | $5.31B | 23 | 2026-04-30 | → |
| 86 | PICTET NORTH AMERICA ADVISORS SA | 142512 | 100% | $5.30B | 18 | 2026-05-31 | → |
| 87 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | 100% | $5.27B | 39 | 2026-03-31 | → |
| 88 | TWIN BRIDGE CAPITAL PARTNERS, LLC | 160403 | 100% | $5.20B | 22 | 2026-03-31 | → |
| 89 | BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | 100% | $5.19B | 8 | 2026-03-31 | → |
| 90 | NUT TREE CAPITAL MANAGEMENT, LP | 282219 | 100% | $5.12B | 13 | 2026-03-31 | → |
| 91 | EVERSOURCE WEALTH ADVISORS, LLC | 286340 | 100% | $5.10B | 76 | 2026-04-30 | → |
| 92 | STONEX ADVISORS INC. | 174182 | 100% | $5.09B | 220 | 2026-06-30 | → |
| 93 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | 100% | $5.09B | 6 | 2025-05-31 | → |
| 94 | IMPACTASSETS CAPITAL PARTNERS PB LLC | 317840 | 100% | $4.95B | 15 | 2026-06-30 | → |
| 95 | PRIVATE MANAGEMENT GROUP INC | 104707 | 100% | $4.90B | 21 | 2026-04-30 | → |
| 96 | MORETON ASSET MANAGEMENT, LLC | 133417 | 100% | $4.71B | 5 | 2026-01-31 | → |
| 97 | ARBOR REALTY COLLATERAL MANAGEMENT, LLC | 163425 | 100% | $4.58B | 50 | 2026-02-28 | → |
| 98 | VR ADVISER, LLC | 169288 | 100% | $4.50B | 11 | 2026-04-30 | → |
| 99 | BLUESPRUCE INVESTMENTS, LP | 167311 | 100% | $4.45B | 10 | 2026-03-31 | → |
| 100 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC | 337770 | 100% | $4.42B | 130 | 2026-03-31 | → |
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