Research Report · 2026-06-30
Largest Registered Investment Advisers by Investment Advisory Employees
SEC-registered investment advisers ranked by reported employees engaged in investment advisory functions.
Firms
1,000
Total AUM
$125.63T
Median AUM
$22.07B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Investment Advisory Employees↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | 300 | $406.96B | 6,400 | 2026-06-30 | → |
| 202 | KOVACK ADVISORS, INC. | 140808 | 300 | $6.28B | 320 | 2026-04-30 | → |
| 203 | TEACHERS ADVISORS, LLC | 107157 | 296 | $436.33B | 383 | 2026-03-31 | → |
| 204 | TIAA-CREF INVESTMENT MANAGEMENT LLC | 107168 | 296 | $292.13B | 383 | 2026-03-31 | → |
| 205 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | 296 | $280.48B | 381 | 2026-03-31 | → |
| 206 | HARBOURVEST PARTNERS, LLC | 109846 | 296 | $191.18B | 1,204 | 2026-05-31 | → |
| 207 | HARBOURVEST REGISTERED ADVISERS L.P. | 332106 | 296 | $538.7M | 1,204 | 2026-04-30 | → |
| 208 | ABRDN INVESTMENTS LIMITED | 162309 | 295 | $206.50B | 1,296 | 2026-05-31 | → |
| 209 | WARBURG PINCUS LLC | 156945 | 292 | $108.66B | 829 | 2026-03-31 | → |
| 210 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | 290 | $470.54B | 950 | 2026-06-30 | → |
| 211 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | 290 | $24.44B | 290 | 2026-03-31 | → |
| 212 | FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | 289 | $10.10B | 353 | 2026-06-30 | → |
| 213 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | 288 | $154.66B | 598 | 2026-03-31 | → |
| 214 | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | 611 | 285 | $32.0M | 285 | 2026-06-30 | → |
| 215 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | 282 | $183.29B | 905 | 2026-05-31 | → |
| 216 | ELLIOTT INVESTMENT MANAGEMENT L.P. | 307151 | 282 | $128.62B | 665 | 2026-05-31 | → |
| 217 | VALMARK ADVISERS INC | 108050 | 280 | $10.17B | 280 | 2026-06-30 | → |
| 218 | AFFINIUS CAPITAL MANAGEMENT LLC | 158190 | 279 | $10.99B | 301 | 2025-05-31 | → |
| 219 | AQR CAPITAL MANAGEMENT, LLC | 111883 | 276 | $311.70B | 728 | 2026-05-31 | → |
| 220 | TUDOR INVESTMENT CORPORATION | 159792 | 275 | $106.84B | 483 | 2026-03-31 | → |
| 221 | GC ADVISORS LLC | 148687 | 274 | $177.85B | 1,035 | 2026-06-30 | → |
| 222 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | 273 | $31.11B | 298 | 2026-03-31 | → |
| 223 | FRANKLIN ADVISERS, INC. | 104517 | 272 | $509.45B | 384 | 2026-05-31 | → |
| 224 | BROWN ADVISORY LLC | 110181 | 272 | $124.31B | 782 | 2026-03-31 | → |
| 225 | BAIN CAPITAL CREDIT, LP | 134852 | 272 | $76.30B | 682 | 2026-05-31 | → |
| 226 | BCSF ADVISORS, LP | 282092 | 272 | $3.65B | 682 | 2026-03-31 | → |
| 227 | BCPC ADVISORS, LP | 327851 | 272 | $1.74B | 682 | 2026-03-31 | → |
| 228 | ASSETMARK, INC. | 109018 | 269 | $91.76B | 859 | 2026-05-31 | → |
| 229 | GROVE POINT ADVISORS, LLC | 313171 | 264 | $2.47B | 389 | 2025-07-31 | → |
| 230 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | 261 | $39.14B | 460 | 2026-06-30 | → |
| 231 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | 260 | $588.22B | 574 | 2026-03-31 | → |
| 232 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | 257 | $141.83B | 740 | 2026-06-30 | → |
| 233 | BRIDGEWATER ASSOCIATES, LP | 105129 | 255 | $150.16B | 1,135 | 2026-05-31 | → |
| 234 | FARTHER FINANCE ADVISORS, LLC | 302050 | 252 | $16.01B | 571 | 2026-03-31 | → |
| 235 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | 250 | $702.25B | 670 | 2026-06-30 | → |
| 236 | BLUE OWL CREDIT ADVISORS LLC | 282575 | 250 | $64.86B | 250 | 2026-03-31 | → |
| 237 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | 250 | $46.06B | 250 | 2026-06-30 | → |
| 238 | PARTNERS GROUP (USA) INC. | 145228 | 250 | $29.12B | 431 | 2026-03-31 | → |
| 239 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | 250 | $16.10B | 250 | 2026-03-31 | → |
| 240 | BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC | 316821 | 250 | $6.95B | 250 | 2026-03-31 | → |
| 241 | BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC | 334213 | 250 | $1.60B | 250 | 2026-03-31 | → |
| 242 | BLUE OWL STRATEGIC EQUITY ADVISORS LLC | 325958 | 250 | $613.9M | 250 | 2026-06-30 | → |
| 243 | AON INVESTMENTS USA INC. | 105596 | 248 | $150.99B | 255 | 2026-03-31 | → |
| 244 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | 248 | $121.05B | 419 | 2026-06-30 | → |
| 245 | STEPHENS INC. | 3496 | 247 | $18.04B | 611 | 2026-06-30 | → |
| 246 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | 247 | $17.23B | 251 | 2026-06-30 | → |
| 247 | ADVISORY SERVICES NETWORK, LLC | 146051 | 247 | $10.60B | 268 | 2026-06-30 | → |
| 248 | BROOKSTONE WEALTH ADVISORS, LLC | 137658 | 247 | $0 | 247 | 2026-03-31 | → |
| 249 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | 159050 | 245 | $32.48B | 412 | 2026-05-31 | → |
| 250 | LAZARD ASSET MANAGEMENT LLC | 122836 | 240 | $120.52B | 532 | 2026-03-31 | → |
| 251 | CONNING, INC. | 107423 | 240 | $106.90B | 270 | 2026-03-31 | → |
| 252 | ANTARES CAPITAL ADVISERS LLC | 281998 | 240 | $47.39B | 466 | 2026-03-31 | → |
| 253 | JAIN GLOBAL LLC | 330309 | 240 | $32.39B | 427 | 2026-03-31 | → |
| 254 | ANTARES CAPITAL CREDIT ADVISERS LLC | 328497 | 240 | $6.17B | 466 | 2026-03-31 | → |
| 255 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | 157434 | 239 | $142.15B | 437 | 2026-05-31 | → |
| 256 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | 239 | $50.54B | 585 | 2026-03-31 | → |
| 257 | SAVANT CAPITAL, LLC | 107271 | 238 | $49.57B | 659 | 2026-04-30 | → |
| 258 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | 237 | $82.55B | 300 | 2026-03-31 | → |
| 259 | VANGUARD CAPITAL MANAGEMENT, LLC | 338002 | 235 | $8.44T | 235 | 2026-05-31 | → |
| 260 | LIDO ADVISORS, LLC | 269866 | 235 | $42.50B | 437 | 2026-06-30 | → |
| 261 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | 233 | $62.67B | 239 | 2026-05-31 | → |
| 262 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | 233 | $30.51B | 249 | 2026-03-31 | → |
| 263 | OLIVE STREET INVESTMENT ADVISERS, LLC | 166710 | 232 | $203.76B | 232 | 2026-03-31 | → |
| 264 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | 231 | $64.28B | 492 | 2026-03-31 | → |
| 265 | BDT CAPITAL PARTNERS, LLC | 160914 | 231 | $51.52B | 498 | 2026-03-31 | → |
| 266 | MSD PARTNERS, L.P. | 161664 | 231 | $21.30B | 498 | 2026-05-31 | → |
| 267 | BDT & MSD BDC MANAGEMENT, LLC | 330624 | 231 | $7.18B | 498 | 2026-03-31 | → |
| 268 | MAI CAPITAL MANAGEMENT, LLC | 109807 | 230 | $52.10B | 562 | 2026-05-31 | → |
| 269 | PRINCIPAL ADVISED SERVICES, LLC | 297324 | 230 | $1.42B | 383 | 2026-05-31 | → |
| 270 | MERIT FINANCIAL GROUP, LLC | 142457 | 229 | $23.88B | 470 | 2026-06-30 | → |
| 271 | INVESCO ASSET MANAGEMENT LTD. | 109985 | 228 | $187.60B | 930 | 2026-03-31 | → |
| 272 | DAVENPORT & COMPANY LLC | 1588 | 228 | $24.70B | 525 | 2026-06-30 | → |
| 273 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | 226 | $216.43B | 434 | 2026-03-31 | → |
| 274 | HARRISON STREET ADVISORS, LLC | 157983 | 225 | $20.18B | 321 | 2026-03-31 | → |
| 275 | OAKTREE FUND ADVISORS, LLC | 290193 | 225 | $14.10B | 451 | 2026-03-31 | → |
| 276 | NB ALTERNATIVES ADVISERS LLC | 149822 | 224 | $160.24B | 417 | 2026-03-31 | → |
| 277 | CALTON & ASSOCIATES, INC. | 20999 | 221 | $1.58B | 373 | 2026-05-31 | → |
| 278 | SSGA FUNDS MANAGEMENT, INC. | 111242 | 220 | $1.42T | 241 | 2026-03-31 | → |
| 279 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | 220 | $67.84B | 610 | 2026-06-30 | → |
| 280 | WEALTHSPIRE ADVISORS LLC | 106181 | 220 | $34.32B | 397 | 2026-04-30 | → |
| 281 | STONEX ADVISORS INC. | 174182 | 220 | $5.09B | 220 | 2026-06-30 | → |
| 282 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 219 | $1.25T | 662 | 2026-06-30 | → |
| 283 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | 219 | $144.04B | 778 | 2026-06-30 | → |
| 284 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | 218 | $194.82B | 235 | 2026-06-30 | → |
| 285 | NISA INVESTMENT ADVISORS, LLC | 107313 | 217 | $343.89B | 417 | 2026-03-31 | → |
| 286 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | 217 | $11.04B | 531 | 2026-03-31 | → |
| 287 | CERBERUS CAPITAL MANAGEMENT, L.P. | 152175 | 216 | $92.50B | 936 | 2026-05-31 | → |
| 288 | SUMMIT FINANCIAL, LLC | 299322 | 216 | $22.47B | 490 | 2026-03-31 | → |
| 289 | BMO NESBITT BURNS SECURITIES LTD. | 281337 | 216 | $1.20B | 303 | 2026-01-31 | → |
| 290 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | 213 | $684.78B | 1,109 | 2026-04-30 | → |
| 291 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | 213 | $323.08B | 246 | 2026-05-31 | → |
| 292 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | 213 | $177.71B | 1,022 | 2026-06-30 | → |
| 293 | HARBOUR INVESTMENTS, INC. | 19258 | 213 | $9.60B | 232 | 2026-06-30 | → |
| 294 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | 211 | $305.98B | 220 | 2026-03-31 | → |
| 295 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | 211 | $13.45B | 211 | 2026-06-30 | → |
| 296 | BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. | 120936 | 211 | $147,753 | 426 | 2026-01-31 | → |
| 297 | BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC | 307525 | 210 | $4.10B | 240 | 2025-12-31 | → |
| 298 | STEPSTONE GROUP LP | 143635 | 209 | $107.82B | 978 | 2026-06-30 | → |
| 299 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | 207 | $12.44B | 333 | 2025-09-30 | → |
| 300 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 136591 | 206 | $87.38B | 481 | 2026-05-31 | → |
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