Research Report · 2026-06-30
Registered Investment Advisers Managing Securitized Assets
SEC-registered investment advisers that report managing securitized assets, ranked by AUM.
Firms
1,000
Total AUM
$77.96T
Median AUM
$11.94B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | CWM, LLC | 155344 | $50.58B | $50.58B | 1,416 | 2026-06-30 | → |
| 202 | THRIVE CAPITAL MANAGEMENT, LLC | 162771 | $50.49B | $50.49B | 80 | 2026-03-31 | → |
| 203 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $50.44B | $50.44B | 161 | 2026-06-30 | → |
| 204 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $50.42B | $50.42B | 122 | 2026-03-31 | → |
| 205 | LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 160187 | $50.01B | $50.01B | 132 | 2026-05-31 | → |
| 206 | AE WEALTH MANAGEMENT, LLC | 282580 | $49.84B | $49.84B | 630 | 2026-06-30 | → |
| 207 | CRESCENT CAPITAL GROUP LP | 153966 | $49.71B | $49.71B | 239 | 2026-05-31 | → |
| 208 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $48.84B | $48.84B | 255 | 2026-06-30 | → |
| 209 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 210 | GTCR LLC | 159545 | $48.64B | $48.64B | 204 | 2026-03-31 | → |
| 211 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | 145508 | $48.31B | $48.31B | 730 | 2026-03-31 | → |
| 212 | PORTFOLIO ADVISORS LLC | 105981 | $47.84B | $47.84B | 164 | 2026-03-31 | → |
| 213 | WEALTHFRONT ADVISERS LLC | 148456 | $47.73B | $47.73B | 432 | 2026-05-31 | → |
| 214 | ANTARES CAPITAL ADVISERS LLC | 281998 | $47.39B | $47.39B | 466 | 2026-03-31 | → |
| 215 | FRANCISCO PARTNERS MANAGEMENT, L.P. | 160272 | $47.05B | $47.05B | 140 | 2026-03-31 | → |
| 216 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 155680 | $46.63B | $46.63B | 523 | 2026-04-30 | → |
| 217 | SILVER POINT CAPITAL, L.P. | 157738 | $46.23B | $46.23B | 357 | 2026-05-31 | → |
| 218 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $46.11B | $46.11B | 2,278 | 2025-03-31 | → |
| 219 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $46.06B | $46.06B | 250 | 2026-06-30 | → |
| 220 | GENERAL CATALYST GROUP MANAGEMENT, LLC | 162548 | $45.50B | $45.50B | 211 | 2026-03-31 | → |
| 221 | CIFC ASSET MANAGEMENT LLC | 159172 | $44.58B | $44.58B | 200 | 2026-05-31 | → |
| 222 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $44.30B | $44.30B | 182 | 2026-03-31 | → |
| 223 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | $44.11B | $44.11B | 753 | 2026-05-31 | → |
| 224 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $43.54B | $43.54B | 170 | 2026-04-30 | → |
| 225 | NEWEDGE ADVISORS, LLC | 171351 | $43.21B | $43.21B | 1,073 | 2026-06-30 | → |
| 226 | GRAHAM CAPITAL MANAGEMENT, L.P. | 160925 | $42.87B | $42.87B | 209 | 2026-05-31 | → |
| 227 | LIDO ADVISORS, LLC | 269866 | $42.50B | $42.50B | 437 | 2026-06-30 | → |
| 228 | EQUITABLE ADVISORS, LLC | 6627 | $42.48B | $42.48B | 5,674 | 2026-05-31 | → |
| 229 | SUMMIT PARTNERS, L.P. | 135271 | $42.01B | $42.01B | 218 | 2026-03-31 | → |
| 230 | CALLAN LLC | 107687 | $41.94B | $41.94B | 202 | 2026-03-31 | → |
| 231 | D.A. DAVIDSON & CO. | 199 | $41.84B | $41.84B | 990 | 2026-01-31 | → |
| 232 | SALI FUND MANAGEMENT, LLC | 124235 | $41.72B | $41.72B | 79 | 2026-05-31 | → |
| 233 | NINETY ONE NORTH AMERICA, INC. | 167922 | $41.47B | $41.47B | 68 | 2026-06-30 | → |
| 234 | HUDSON BAY CAPITAL MANAGEMENT LP | 155910 | $40.71B | $40.71B | 418 | 2026-03-31 | → |
| 235 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | $40.36B | $40.36B | 83 | 2026-03-31 | → |
| 236 | D1 CAPITAL PARTNERS L.P. | 297298 | $40.16B | $40.16B | 79 | 2026-03-31 | → |
| 237 | ALPINVEST PARTNERS B.V. | 159215 | $39.88B | $39.88B | 289 | 2026-03-31 | → |
| 238 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $39.36B | $39.36B | 134 | 2026-03-31 | → |
| 239 | COPENHAGEN INFRASTRUCTURE PARTNERS INC. | 321116 | $39.35B | $39.35B | 47 | 2026-03-31 | → |
| 240 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $39.14B | $39.14B | 460 | 2026-06-30 | → |
| 241 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $38.82B | $38.82B | 405 | 2026-05-31 | → |
| 242 | LINDEN ADVISORS LP | 135431 | $38.78B | $38.78B | 48 | 2026-03-31 | → |
| 243 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $38.61B | $38.61B | 244 | 2026-03-31 | → |
| 244 | FIRST MANHATTAN CO. LLC | 325281 | $38.09B | $38.09B | 147 | 2026-04-30 | → |
| 245 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20472 | $37.93B | $37.93B | 1,293 | 2026-04-30 | → |
| 246 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | $37.86B | $37.86B | 164 | 2026-06-30 | → |
| 247 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $37.56B | $37.56B | 50 | 2026-06-30 | → |
| 248 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $37.50B | $37.50B | 195 | 2026-03-31 | → |
| 249 | OSAIC FA, INC. | 3978 | $37.13B | $37.13B | 1,607 | 2025-01-31 | → |
| 250 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | $37.04B | $37.04B | 79 | 2026-05-31 | → |
| 251 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $36.93B | $36.93B | 64 | 2026-03-31 | → |
| 252 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 253 | 55I, LLC | 286620 | $36.74B | $36.74B | 86 | 2026-06-30 | → |
| 254 | OPPENHEIMER & CO. INC. | 249 | $36.71B | $36.71B | 2,806 | 2026-06-30 | → |
| 255 | SCOUT INVESTMENTS, INC. | 111787 | $36.57B | $36.57B | 53 | 2026-05-31 | → |
| 256 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $36.41B | $36.41B | 309 | 2026-03-31 | → |
| 257 | HUDSON AMERICAS L.P. | 156078 | $36.39B | $36.39B | 293 | 2026-03-31 | → |
| 258 | SELECT EQUITY GROUP, L.P. | 168496 | $36.38B | $36.38B | 171 | 2026-03-31 | → |
| 259 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $36.34B | $36.34B | 238 | 2026-05-31 | → |
| 260 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $35.80B | $35.80B | 45 | 2026-03-31 | → |
| 261 | GI MANAGER L.P. | 161573 | $35.74B | $35.74B | 160 | 2026-03-31 | → |
| 262 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | $35.73B | $35.73B | 36 | 2026-03-31 | → |
| 263 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $35.71B | $35.71B | 630 | 2026-03-31 | → |
| 264 | NEA MANAGEMENT COMPANY, LLC | 161004 | $35.58B | $35.58B | 113 | 2026-03-31 | → |
| 265 | CASTLELAKE, L.P. | 145165 | $35.29B | $35.29B | 251 | 2026-03-31 | → |
| 266 | AKSIA LLC | 143422 | $35.20B | $35.20B | 177 | 2026-06-30 | → |
| 267 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $35.08B | $35.08B | 146 | 2026-01-31 | → |
| 268 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $35.05B | $35.05B | 100 | 2026-03-31 | → |
| 269 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $35.03B | $35.03B | 580 | 2026-03-31 | → |
| 270 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $34.91B | $34.91B | 95 | 2026-03-31 | → |
| 271 | KING STREET CAPITAL MANAGEMENT, L.P. | 156785 | $34.57B | $34.57B | 247 | 2026-03-31 | → |
| 272 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $34.50B | $34.50B | 81 | 2026-03-31 | → |
| 273 | WEALTHSPIRE ADVISORS LLC | 106181 | $34.32B | $34.32B | 397 | 2026-04-30 | → |
| 274 | ROARK CAPITAL MANAGEMENT, LLC | 160368 | $34.18B | $34.18B | 145 | 2026-03-31 | → |
| 275 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | $34.11B | $34.11B | 310 | 2026-05-31 | → |
| 276 | VOYA ALTERNATIVE ASSET MANAGEMENT LLC | 107235 | $34.01B | $34.01B | 124 | 2026-03-31 | → |
| 277 | CLEARSTEAD ADVISORS, LLC | 105674 | $33.88B | $33.88B | 280 | 2026-03-31 | → |
| 278 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $33.52B | $33.52B | 549 | 2026-06-30 | → |
| 279 | BNY MELLON ADVISORS, INC. | 106108 | $33.48B | $33.48B | 66 | 2026-05-31 | → |
| 280 | ENERGY CAPITAL PARTNERS MANAGEMENT, LP | 155020 | $33.39B | $33.39B | 95 | 2026-04-30 | → |
| 281 | REDDING RIDGE ASSET MANAGEMENT LLC | 283058 | $33.32B | $33.32B | 67 | 2026-04-30 | → |
| 282 | 26NORTH PARTNERS LP | 322923 | $32.68B | $32.68B | 142 | 2026-03-31 | → |
| 283 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | 159050 | $32.48B | $32.48B | 412 | 2026-05-31 | → |
| 284 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | $32.24B | $32.24B | 424 | 2026-06-30 | → |
| 285 | FIRST PACIFIC ADVISORS, LP | 141823 | $32.00B | $32.00B | 73 | 2026-03-31 | → |
| 286 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | $31.69B | $31.69B | 1,923 | 2026-06-30 | → |
| 287 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $31.50B | $31.50B | 110 | 2026-06-30 | → |
| 288 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $31.11B | $31.11B | 298 | 2026-03-31 | → |
| 289 | CATTERTON MANAGEMENT COMPANY, L.L.C. | 157428 | $30.84B | $30.84B | 183 | 2026-06-30 | → |
| 290 | TJC LP | 160313 | $30.78B | $30.78B | 96 | 2026-05-31 | → |
| 291 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $30.78B | $30.78B | 69 | 2026-05-31 | → |
| 292 | BLACKSTONE CLO MANAGEMENT LLC (MANAGEMENT SERIES) | 304307 | $30.69B | $30.69B | 711 | 2026-05-31 | → |
| 293 | 40/86 ADVISORS, INC. | 107740 | $30.50B | $30.50B | 84 | 2026-04-30 | → |
| 294 | PALOMA PARTNERS MANAGEMENT COMPANY | 138460 | $30.29B | $30.29B | 64 | 2026-05-31 | → |
| 295 | &PARTNERS | 3767 | $30.27B | $30.27B | 703 | 2026-06-30 | → |
| 296 | PSG EQUITY L.L.C. | 295103 | $30.18B | $30.18B | 276 | 2026-03-31 | → |
| 297 | HB WEALTH MANAGEMENT, LLC | 316731 | $30.16B | $30.16B | 325 | 2026-05-31 | → |
| 298 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | $30.11B | $30.11B | 180 | 2026-03-31 | → |
| 299 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $30.03B | $30.03B | 56 | 2026-05-31 | → |
| 300 | WAVERLY ADVISORS, LLC | 115332 | $29.78B | $29.78B | 414 | 2026-06-30 | → |
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