Research Report · 2026-06-30
Most Institutional-Focused Registered Investment Advisers
SEC-registered investment advisers ranked by the share of reported client-type assets tied to institutional clients.
Firms
1,000
Total AUM
$14.47T
Median AUM
$1.21B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Share↕ | Segment Assets↕ | AUM↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | GENERAL PARTNER, INC. | 302070 | 98.1% | $312.4M | $318.4M | 2026-01-31 | → |
| 402 | LAKE HILL CAPITAL MANAGEMENT, LLC | 166526 | 98.1% | $1.55B | $1.58B | 2026-03-31 | → |
| 403 | S.B. VALUE PARTNERS, L.P. | 139162 | 98.1% | $3.82B | $3.89B | 2026-03-31 | → |
| 404 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | 98% | $5.38B | $5.49B | 2026-03-31 | → |
| 405 | ALLARIA ASSET MANAGEMENT, LLC | 287513 | 98% | $175.9M | $179.6M | 2026-04-30 | → |
| 406 | FORESIGHT GLOBAL INVESTORS, INC. | 281818 | 97.9% | $935.5M | $955.2M | 2026-03-31 | → |
| 407 | BIVIUM CAPITAL PARTNERS, LLC | 134529 | 97.9% | $6.59B | $6.73B | 2026-05-31 | → |
| 408 | MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC | 117868 | 97.9% | $1.36B | $1.38B | 2026-06-30 | → |
| 409 | ETHIC INC. | 282827 | 97.9% | $7.65B | $7.82B | 2026-03-31 | → |
| 410 | GRUPP FINANCIAL LLC | 168436 | 97.9% | $97.9M | $100.1M | 2026-01-31 | → |
| 411 | IPEX, INC. | 124337 | 97.8% | $2.60B | $2.65B | 2026-06-30 | → |
| 412 | CELERES CAPITAL ADVISORS, LLC | 304581 | 97.8% | $523.0M | $534.8M | 2026-03-31 | → |
| 413 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | 97.8% | $23.56B | $24.09B | 2026-06-30 | → |
| 414 | CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC | 171534 | 97.8% | $433.9M | $443.9M | 2026-02-28 | → |
| 415 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | 97.7% | $19.68B | $20.14B | 2026-03-31 | → |
| 416 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | 97.7% | $315.67B | $323.08B | 2026-05-31 | → |
| 417 | RPM ADVISORS, LLC | 167729 | 97.7% | $145.9M | $149.4M | 2025-01-31 | → |
| 418 | LEGACY INVESTMENT SOLUTIONS, LLC | 322695 | 97.7% | $277.1M | $283.7M | 2026-04-30 | → |
| 419 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | 105461 | 97.6% | $2.89B | $2.96B | 2026-03-31 | → |
| 420 | QUANTUM ADVISORS PRIVATE LIMITED | 141476 | 97.6% | $1.71B | $1.75B | 2026-06-30 | → |
| 421 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | 97.6% | $26.62B | $27.28B | 2026-04-30 | → |
| 422 | PNC CAPITAL ADVISORS LLC | 151829 | 97.6% | $49.65B | $50.88B | 2026-03-31 | → |
| 423 | ECIO, INC. | 301432 | 97.6% | $386.1M | $395.6M | 2026-06-30 | → |
| 424 | LIONHEART STRATEGIC MANAGEMENT, LLC | 314990 | 97.6% | $496.3M | $508.7M | 2026-03-31 | → |
| 425 | CONVEXITAS, LLC | 315145 | 97.5% | $147.6M | $151.3M | 2026-03-31 | → |
| 426 | DECATUR CAPITAL MANAGEMENT, INC. | 120679 | 97.5% | $247.4M | $253.7M | 2026-03-31 | → |
| 427 | GREENROCK RESEARCH, INC. | 131825 | 97.5% | $842.4M | $863.9M | 2026-03-31 | → |
| 428 | SETANTA ASSET MANAGEMENT LTD | 281781 | 97.4% | $14.63B | $15.02B | 2025-03-31 | → |
| 429 | BPS CAPITAL MANAGEMENT, INC. | 120006 | 97.4% | $3.02B | $3.10B | 2026-01-31 | → |
| 430 | NEW FRONTIER ADVISORS, LLC | 147181 | 97.3% | $3.88B | $3.99B | 2026-03-31 | → |
| 431 | LITTLE RIVER CAPITAL PARTNERS, LP. | 331057 | 97.3% | $155.7M | $160.1M | 2026-05-31 | → |
| 432 | USI ADVISORS, INC. | 108113 | 97.2% | $54.70B | $56.28B | 2026-03-31 | → |
| 433 | COLUMBIA CAPITAL MANAGEMENT, LLC | 112773 | 97.2% | $2.03B | $2.09B | 2026-03-31 | → |
| 434 | CLEAR INVESTMENT RESEARCH, LLC | 172685 | 97.2% | $4.07B | $4.19B | 2026-03-31 | → |
| 435 | WELLTH ADVISORY SERVICES, LLC | 330537 | 97.1% | $25.92B | $26.68B | 2026-03-31 | → |
| 436 | KBC HOLDINGS LLC | 145988 | 97.1% | $241.9M | $249.0M | 2025-11-30 | → |
| 437 | EXPAND FINANCIAL, LLC | 152515 | 96.9% | $2.69B | $2.77B | 2026-03-31 | → |
| 438 | STONERIDGE PMG ADVISORS, LLC | 107662 | 96.9% | $378.4M | $390.7M | 2026-04-30 | → |
| 439 | STONY POINT CAPITAL LLC | 283066 | 96.9% | $1.45B | $1.49B | 2026-03-31 | → |
| 440 | NYL INVESTORS LLC | 169553 | 96.8% | $318.80B | $329.20B | 2026-03-31 | → |
| 441 | GUSTO INVESTMENT SERVICES, LLC | 281515 | 96.8% | $11.63B | $12.01B | 2026-05-31 | → |
| 442 | HAVEN GLOBAL PARTNERS, LLC | 289472 | 96.8% | $1.40B | $1.45B | 2026-05-31 | → |
| 443 | SENTRY MANAGEMENT INC | 107379 | 96.8% | $5.27B | $5.44B | 2026-03-31 | → |
| 444 | GARNETT ADVISORS, LLC | 289930 | 96.7% | $256.9M | $265.7M | 2026-03-31 | → |
| 445 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | 96.6% | $49.90B | $51.63B | 2026-03-31 | → |
| 446 | LEGACY BEYOND WEALTH LLC | 328708 | 96.6% | $330.5M | $342.0M | 2026-03-31 | → |
| 447 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | 96.6% | $4.11B | $4.25B | 2026-03-31 | → |
| 448 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | 96.6% | $16.29B | $16.87B | 2026-04-30 | → |
| 449 | DISCRETIONARY MANAGEMENT SERVICES, LLC | 145851 | 96.6% | $220.7M | $228.4M | 2026-03-31 | → |
| 450 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | 96.5% | $20.55B | $21.29B | 2025-07-31 | → |
| 451 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | 169293 | 96.5% | $388.2M | $402.4M | 2026-03-31 | → |
| 452 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | 96.5% | $9.60B | $9.95B | 2026-03-31 | → |
| 453 | CARLYLE AVIATION SECURITIES PARTNERS LLC | 168456 | 96.4% | $1.10B | $1.14B | 2026-03-31 | → |
| 454 | CAPVISOR ASSOCIATES, LLC | 289154 | 96.4% | $610.5M | $633.1M | 2026-03-31 | → |
| 455 | PRIMETRUST ADVISORS LLC | 141625 | 96.4% | $406.4M | $421.6M | 2026-03-31 | → |
| 456 | MARKETS INFRASTRUCTURE PARTNERS LP | 335487 | 96.4% | $1.07B | $1.11B | 2026-05-31 | → |
| 457 | TODD ASSET MANAGEMENT LLC | 109473 | 96.3% | $5.95B | $6.18B | 2026-03-31 | → |
| 458 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | 96.3% | $67.85B | $70.45B | 2026-03-31 | → |
| 459 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | 96.2% | $57.53B | $59.78B | 2026-04-30 | → |
| 460 | TOGWOTEE CIO, LLC | 311981 | 96.2% | $184.2M | $191.4M | 2026-01-31 | → |
| 461 | TYTHON CAPITAL, LLC | 285212 | 96.2% | $652.6M | $678.3M | 2026-04-30 | → |
| 462 | PAVE INVESTMENT ADVISORS, LLC. | 322420 | 96.1% | $643.7M | $669.6M | 2026-06-30 | → |
| 463 | NEW CENTURY PARTNERS | 110350 | 96.1% | $1.07B | $1.12B | 2026-02-28 | → |
| 464 | LCG ASSOCIATES, INC. | 105971 | 96% | $2.50B | $2.61B | 2026-03-31 | → |
| 465 | PALISADES INVESTMENT PARTNERS, LLC | 128173 | 95.9% | $260.0M | $271.0M | 2026-02-28 | → |
| 466 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | 95.9% | $116.04B | $121.05B | 2026-06-30 | → |
| 467 | CACHETECH INC. | 327688 | 95.9% | $524.7M | $547.4M | 2026-06-30 | → |
| 468 | BRASIL CAPITAL ADVISER LLC | 310125 | 95.8% | $176.0M | $183.7M | 2025-07-31 | → |
| 469 | OLD GLORY ASSET MANAGEMENT LLC | 126013 | 95.8% | $628.2M | $655.9M | 2026-03-31 | → |
| 470 | ASSET STRATEGY CONSULTANTS LLC | 110800 | 95.8% | $4.94B | $5.16B | 2026-06-30 | → |
| 471 | CFI PARTNERS, LLC | 139531 | 95.7% | $25.19B | $26.31B | 2026-03-31 | → |
| 472 | KEYWISE CAPITAL MANAGEMENT (HK) LIMITED | 160593 | 95.6% | $2.76B | $2.89B | 2026-03-31 | → |
| 473 | BALLINA CAPITAL, LLC | 289598 | 95.6% | $465.0M | $486.3M | 2026-06-30 | → |
| 474 | VERGENT ASSET MANAGEMENT LLP | 290165 | 95.5% | $1.19B | $1.25B | 2026-06-30 | → |
| 475 | MACD ADVISORS LLC | 171905 | 95.5% | $988.1M | $1.03B | 2026-03-31 | → |
| 476 | HARPSWELL CAPITAL ADVISORS, LLC | 168996 | 95.5% | $560.7M | $587.0M | 2026-05-31 | → |
| 477 | SHIKHARA INVESTMENT MANAGEMENT LP | 329963 | 95.4% | $216.6M | $226.9M | 2026-05-31 | → |
| 478 | GINJER AM | 174097 | 95.4% | $319.3M | $334.6M | 2026-03-31 | → |
| 479 | ACCESS FINANCIAL GROUP, INC. | 33065 | 95.4% | $288.3M | $302.3M | 2026-03-31 | → |
| 480 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | 95.4% | $15.50B | $16.25B | 2026-05-31 | → |
| 481 | ALTES CAPITAL, LLC | 331481 | 95.3% | $3.04B | $3.19B | 2026-03-31 | → |
| 482 | URBAN INVESTMENT ADVISORS, INC., | 222524 | 95.2% | $2.33B | $2.45B | 2026-06-30 | → |
| 483 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | 95.2% | $7.77B | $8.17B | 2026-03-31 | → |
| 484 | KEELAN CAPITAL, LLC | 322725 | 95.2% | $534.5M | $561.4M | 2025-03-31 | → |
| 485 | INNOVATIVE PORTFOLIOS LLC | 281382 | 95.2% | $746.6M | $784.6M | 2025-03-31 | → |
| 486 | KAIZEN RETIREMENT PLAN ADVISORS, LLC | 289238 | 95.2% | $148.4M | $155.9M | 2026-02-28 | → |
| 487 | XPONANCE LLC | 111126 | 95% | $23.06B | $24.27B | 2026-04-30 | → |
| 488 | RBF CAPITAL MANAGEMENT, INC. | 164524 | 95% | $152.6M | $160.6M | 2026-02-28 | → |
| 489 | CAMBRIDGE WEALTH ADVISORS, LLC | 148889 | 95% | $225.2M | $237.0M | 2026-03-31 | → |
| 490 | ERISA ADVISERS, INC. | 170487 | 95% | $177.7M | $187.1M | 2026-03-31 | → |
| 491 | NEW CENTURY ADVISORS, LLC | 122478 | 95% | $4.09B | $4.31B | 2026-03-31 | → |
| 492 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | 145370 | 94.9% | $229.7M | $241.9M | 2026-03-31 | → |
| 493 | SIMCOE CAPITAL, LLC | 121505 | 94.9% | $103.9M | $109.4M | 2026-05-31 | → |
| 494 | VAN BERKOM AND ASSOCIATES INC. | 128221 | 94.8% | $3.60B | $3.80B | 2026-05-31 | → |
| 495 | ODEON CAPITAL ADVISORS LLC | 307619 | 94.7% | $916.0M | $967.5M | 2026-03-31 | → |
| 496 | ADVANTAGE CAPITAL MANAGEMENT LLC | 171128 | 94.7% | $7.82B | $8.26B | 2026-05-31 | → |
| 497 | JOCELYN INVESTMENT MANAGEMENT, LLC | 323831 | 94.6% | $958.5M | $1.01B | 2026-03-31 | → |
| 498 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | 94.6% | $1.58B | $1.67B | 2026-05-31 | → |
| 499 | THE CAPITAL CHART ROOM, LTD | 117980 | 94.6% | $379.2M | $400.9M | 2026-03-31 | → |
| 500 | MEEDER PUBLIC FUNDS, INC. | 106816 | 94.6% | $66.36B | $70.16B | 2026-06-30 | → |
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