Research Report · 2026-06-30
Registered Investment Advisers Reporting Fund Selection
SEC-registered investment advisers that report fund selection services, ranked by AUM.
Firms
1,000
Total AUM
$39.53T
Median AUM
$2.85B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $3.67T | $3.67T | 1,968 | 2026-05-31 | → |
| 2 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $3.52T | $3.52T | 3,194 | 2026-06-30 | → |
| 3 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $2.65T | $2.65T | 2,059 | 2026-05-31 | → |
| 4 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $1.96T | $1.96T | 29,481 | 2026-06-30 | → |
| 5 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | $1.78T | $1.78T | 32,960 | 2026-06-30 | → |
| 6 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $1.60T | $1.60T | 7,987 | 2026-06-30 | → |
| 7 | SSGA FUNDS MANAGEMENT, INC. | 111242 | $1.42T | $1.42T | 241 | 2026-03-31 | → |
| 8 | CAPFINANCIAL PARTNERS, LLC | 175112 | $1.24T | $1.24T | 1,841 | 2026-05-31 | → |
| 9 | EDWARD D. JONES & CO., L.P. | 250 | $1.01T | $1.01T | 36,317 | 2026-06-30 | → |
| 10 | UBS FINANCIAL SERVICES INC. | 8174 | $915.79B | $915.79B | 12,524 | 2026-06-30 | → |
| 11 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | $671.42B | $671.42B | 18,895 | 2026-06-30 | → |
| 12 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | $660.47B | $660.47B | 14,056 | 2026-06-30 | → |
| 13 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $621.02B | $621.02B | 611 | 2026-05-31 | → |
| 14 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $614.93B | $614.93B | 532 | 2026-06-30 | → |
| 15 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $588.22B | $588.22B | 574 | 2026-03-31 | → |
| 16 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | $500.96B | $500.96B | 16,780 | 2026-06-30 | → |
| 17 | J.P. MORGAN SECURITIES LLC | 79 | $429.69B | $429.69B | 8,703 | 2026-06-30 | → |
| 18 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $406.96B | $406.96B | 6,400 | 2026-06-30 | → |
| 19 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $394.07B | $394.07B | 4,322 | 2026-04-30 | → |
| 20 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $390.04B | $390.04B | 9,675 | 2026-06-30 | → |
| 21 | FIAM LLC | 133196 | $347.73B | $347.73B | 196 | 2026-03-31 | → |
| 22 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $326.70B | $326.70B | 1,116 | 2026-04-30 | → |
| 23 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $326.29B | $326.29B | 1,679 | 2026-03-31 | → |
| 24 | RBC CAPITAL MARKETS, LLC | 31194 | $310.43B | $310.43B | 8,781 | 2026-06-30 | → |
| 25 | SAMSUNG ASSET MANAGEMENT COMPANY, LTD. | 158319 | $300.82B | $300.82B | 460 | 2026-04-30 | → |
| 26 | CREATIVE PLANNING, LLC | 105348 | $295.57B | $295.57B | 1,650 | 2026-03-31 | → |
| 27 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $280.48B | $280.48B | 381 | 2026-03-31 | → |
| 28 | CETERA INVESTMENT ADVISERS LLC | 105644 | $256.81B | $256.81B | 10,251 | 2026-06-30 | → |
| 29 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | $252.25B | $252.25B | 4,047 | 2026-06-30 | → |
| 30 | OSAIC WEALTH, INC. | 23131 | $234.86B | $234.86B | 8,979 | 2026-06-30 | → |
| 31 | MERCER INVESTMENTS LLC | 133449 | $226.04B | $226.04B | 714 | 2026-03-31 | → |
| 32 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $216.43B | $216.43B | 434 | 2026-03-31 | → |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | $212.66B | $212.66B | 4,200 | 2026-05-31 | → |
| 34 | HIGHTOWER ADVISORS, LLC | 145323 | $198.58B | $198.58B | 1,983 | 2026-05-31 | → |
| 35 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $197.53B | $197.53B | 6,478 | 2026-06-30 | → |
| 36 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $194.82B | $194.82B | 235 | 2026-06-30 | → |
| 37 | FOCUS PARTNERS WEALTH, LLC | 159289 | $181.86B | $181.86B | 1,915 | 2026-04-30 | → |
| 38 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $169.58B | $169.58B | 464 | 2026-06-30 | → |
| 39 | CORIENT PRIVATE WEALTH LLC | 319448 | $165.25B | $165.25B | 1,537 | 2026-03-31 | → |
| 40 | CERITY PARTNERS LLC | 151559 | $161.68B | $161.68B | 1,529 | 2026-06-30 | → |
| 41 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $155.41B | $155.41B | 648 | 2026-04-30 | → |
| 42 | NEPC, LLC | 110562 | $152.72B | $152.72B | 379 | 2026-05-31 | → |
| 43 | AON INVESTMENTS USA INC. | 105596 | $150.99B | $150.99B | 255 | 2026-03-31 | → |
| 44 | WILSHIRE ADVISORS LLC | 6210 | $149.10B | $149.10B | 307 | 2026-06-30 | → |
| 45 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | $146.29B | $146.29B | 365 | 2026-05-31 | → |
| 46 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $141.83B | $141.83B | 740 | 2026-06-30 | → |
| 47 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | $138.69B | $138.69B | 3,527 | 2026-06-30 | → |
| 48 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $135.09B | $135.09B | 1,715 | 2026-03-31 | → |
| 49 | MARINER, LLC | 140195 | $125.41B | $125.41B | 1,889 | 2026-03-31 | → |
| 50 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $123.58B | $123.58B | 322 | 2026-03-31 | → |
| 51 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $122.19B | $122.19B | 1,700 | 2026-06-30 | → |
| 52 | MML INVESTORS SERVICES, LLC | 10409 | $115.64B | $115.64B | 6,976 | 2026-05-31 | → |
| 53 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $114.16B | $114.16B | 87 | 2026-06-30 | → |
| 54 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $113.59B | $113.59B | 1,311 | 2026-03-31 | → |
| 55 | JANNEY MONTGOMERY SCOTT LLC | 463 | $110.11B | $110.11B | 2,404 | 2026-06-30 | → |
| 56 | STEPSTONE GROUP LP | 143635 | $107.82B | $107.82B | 978 | 2026-06-30 | → |
| 57 | ROCKEFELLER FINANCIAL LLC | 291361 | $99.60B | $99.60B | 1,005 | 2026-03-31 | → |
| 58 | FIDUCIENT ADVISORS LLC | 106720 | $97.54B | $97.54B | 210 | 2026-03-31 | → |
| 59 | GCM GROSVENOR L.P. | 108654 | $95.49B | $95.49B | 466 | 2026-06-30 | → |
| 60 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $92.43B | $92.43B | 110 | 2025-05-31 | → |
| 61 | ASSETMARK, INC. | 109018 | $91.76B | $91.76B | 859 | 2026-05-31 | → |
| 62 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $87.82B | $87.82B | 267 | 2026-03-31 | → |
| 63 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $86.27B | $86.27B | 690 | 2025-01-31 | → |
| 64 | MERCER GLOBAL ADVISORS INC. | 147363 | $84.40B | $84.40B | 1,429 | 2026-05-31 | → |
| 65 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $80.97B | $80.97B | 365 | 2026-05-31 | → |
| 66 | KESTRA ADVISORY SERVICES, LLC | 283330 | $79.80B | $79.80B | 1,359 | 2026-06-30 | → |
| 67 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $78.94B | $78.94B | 496 | 2026-05-31 | → |
| 68 | PINEBRIDGE INVESTMENTS LLC | 285211 | $76.73B | $76.73B | 239 | 2026-05-31 | → |
| 69 | JOBS PEAK ADVISORS, LLC | 286080 | $73.58B | $73.58B | 1 | 2026-03-31 | → |
| 70 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $71.83B | $71.83B | 163 | 2026-05-31 | → |
| 71 | BETTERMENT LLC | 149117 | $69.52B | $69.52B | 794 | 2026-06-30 | → |
| 72 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $65.07B | $65.07B | 51 | 2026-01-31 | → |
| 73 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $64.84B | $64.84B | 305 | 2026-06-30 | → |
| 74 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $62.67B | $62.67B | 239 | 2026-05-31 | → |
| 75 | IEQ CAPITAL, LLC | 301819 | $56.77B | $56.77B | 266 | 2026-06-30 | → |
| 76 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $56.28B | $56.28B | 413 | 2026-03-31 | → |
| 77 | USI ADVISORS, INC. | 108113 | $56.28B | $56.28B | 79 | 2026-03-31 | → |
| 78 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $56.01B | $56.01B | 7,036 | 2026-06-30 | → |
| 79 | BEACON POINTE ADVISORS, LLC | 119290 | $54.87B | $54.87B | 780 | 2026-05-31 | → |
| 80 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $52.10B | $52.10B | 562 | 2026-05-31 | → |
| 81 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $50.54B | $50.54B | 585 | 2026-03-31 | → |
| 82 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $50.44B | $50.44B | 161 | 2026-06-30 | → |
| 83 | SEGAL ADVISORS, INC. | 114687 | $50.15B | $50.15B | 112 | 2026-03-31 | → |
| 84 | AE WEALTH MANAGEMENT, LLC | 282580 | $49.84B | $49.84B | 630 | 2026-06-30 | → |
| 85 | SAVANT CAPITAL, LLC | 107271 | $49.57B | $49.57B | 659 | 2026-04-30 | → |
| 86 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 87 | CLIFFWATER LLC | 132167 | $48.51B | $48.51B | 213 | 2026-05-31 | → |
| 88 | BUCK GLOBAL, LLC | 108695 | $47.61B | $47.61B | 625 | 2025-03-31 | → |
| 89 | MARQUETTE ASSOCIATES, INC. | 21572 | $47.06B | $47.06B | 147 | 2026-05-31 | → |
| 90 | CONCORD ADVISORY GROUP LTD | 107291 | $46.19B | $46.19B | 34 | 2026-03-31 | → |
| 91 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $46.11B | $46.11B | 2,278 | 2025-03-31 | → |
| 92 | CANTERBURY CONSULTING INCORPORATED | 22875 | $45.88B | $45.88B | 64 | 2026-05-31 | → |
| 93 | TIDAL INVESTMENTS LLC | 164201 | $45.83B | $45.83B | 207 | 2026-03-31 | → |
| 94 | PRIVATE ADVISOR GROUP, LLC | 155216 | $44.33B | $44.33B | 674 | 2026-06-30 | → |
| 95 | NEWEDGE ADVISORS, LLC | 171351 | $43.21B | $43.21B | 1,073 | 2026-06-30 | → |
| 96 | EQUITABLE ADVISORS, LLC | 6627 | $42.48B | $42.48B | 5,674 | 2026-05-31 | → |
| 97 | CALLAN LLC | 107687 | $41.94B | $41.94B | 202 | 2026-03-31 | → |
| 98 | D.A. DAVIDSON & CO. | 199 | $41.84B | $41.84B | 990 | 2026-01-31 | → |
| 99 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $41.48B | $41.48B | 94 | 2026-06-30 | → |
| 100 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $40.83B | $40.83B | 27 | 2026-01-31 | → |
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