Research Report · 2026-06-30
Registered Investment Advisers Reporting Pension Consulting
SEC-registered investment advisers that report pension consulting services, ranked by AUM.
Firms
1,000
Total AUM
$112.24T
Median AUM
$28.87B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED | 161331 | $10.23B | $10.23B | 28 | 2025-09-30 | → |
| 902 | FRANKLIN PARK ASSOCIATES, LLC | 126508 | $10.21B | $10.21B | 29 | 2026-03-31 | → |
| 903 | CALLAN FAMILY OFFICE, LLC | 317446 | $10.21B | $10.21B | 49 | 2026-03-31 | → |
| 904 | ALGERT GLOBAL LLC | 125523 | $10.20B | $10.20B | 24 | 2026-05-31 | → |
| 905 | SILVER CREEK ADVISORY PARTNERS LLC | 156667 | $10.20B | $10.20B | 47 | 2026-03-31 | → |
| 906 | ARIN RISK ADVISORS LLC | 151491 | $10.19B | $10.19B | 11 | 2026-03-31 | → |
| 907 | KOPERNIK GLOBAL INVESTORS, LLC | 168625 | $10.18B | $10.18B | 44 | 2026-03-31 | → |
| 908 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $10.18B | $10.18B | 32 | 2026-03-31 | → |
| 909 | VALMARK ADVISERS INC | 108050 | $10.17B | $10.17B | 280 | 2026-06-30 | → |
| 910 | SHEPHERD KAPLAN LLC | 128244 | $10.16B | $10.16B | 42 | 2026-03-31 | → |
| 911 | PLANMEMBER SECURITIES CORPORATION | 11869 | $10.12B | $10.12B | 429 | 2026-03-31 | → |
| 912 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $10.12B | $10.12B | 23 | 2025-09-30 | → |
| 913 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $10.12B | $10.12B | 64 | 2026-03-31 | → |
| 914 | MAN SOLUTIONS LLC | 157592 | $10.10B | $10.10B | 22 | 2026-03-31 | → |
| 915 | OPENARC CORPORATE ADVISORY, LLC | 336837 | $10.09B | $10.09B | 146 | 2026-05-31 | → |
| 916 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | $10.09B | $10.09B | 50 | 2026-03-31 | → |
| 917 | CHURCHILL MANAGEMENT CORP | 109651 | $10.08B | $10.08B | 55 | 2025-07-31 | → |
| 918 | FORESIGHT GROUP LLP | 311974 | $10.06B | $10.06B | 347 | 2026-06-30 | → |
| 919 | FIDUCIARY COUNSELLING INC | 104753 | $10.06B | $10.06B | 87 | 2026-03-31 | → |
| 920 | CHOATE INVESTMENT ADVISORS LLC | 106109 | $10.05B | $10.05B | 34 | 2026-03-31 | → |
| 921 | BAIN CAPITAL REAL ESTATE, LP | 291809 | $10.00B | $10.00B | 125 | 2026-06-30 | → |
| 922 | MEKETA INVESTMENT GROUP INC | 110601 | $9.99B | $9.99B | 248 | 2026-03-31 | → |
| 923 | BMO FAMILY OFFICE, LLC | 110264 | $9.99B | $9.99B | 130 | 2026-01-31 | → |
| 924 | NORTHCAPE CAPITAL PTY LTD | 332305 | $9.96B | $9.96B | 32 | 2026-04-30 | → |
| 925 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $9.95B | $9.95B | 18 | 2026-03-31 | → |
| 926 | PLANCORP, LLC | 106599 | $9.94B | $9.94B | 97 | 2026-05-31 | → |
| 927 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | $9.92B | $9.92B | 80 | 2026-06-30 | → |
| 928 | WELCH & FORBES LLC | 115119 | $9.90B | $9.90B | 55 | 2026-05-31 | → |
| 929 | BLUECOVE LIMITED | 307090 | $9.89B | $9.89B | 62 | 2026-03-31 | → |
| 930 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $9.89B | $9.89B | 44 | 2026-06-30 | → |
| 931 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | $9.86B | $9.86B | 5 | 2026-02-28 | → |
| 932 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $9.85B | $9.85B | 46 | 2026-03-31 | → |
| 933 | THE CYNOSURE GROUP | 281399 | $9.85B | $9.85B | 71 | 2026-03-31 | → |
| 934 | SPIDERROCK ADVISORS, LLC | 171992 | $9.83B | $9.83B | 61 | 2026-03-31 | → |
| 935 | EMINENCE CAPITAL, LP | 160611 | $9.80B | $9.80B | 51 | 2026-05-31 | → |
| 936 | IHT WEALTH MANAGEMENT LLC | 171481 | $9.80B | $9.80B | 179 | 2026-03-31 | → |
| 937 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $9.80B | $9.80B | 46 | 2025-09-30 | → |
| 938 | VR ADVISORY SERVICES LTD. | 137158 | $9.77B | $9.77B | 42 | 2026-03-31 | → |
| 939 | WALTON STREET CAPITAL, L.L.C. | 147210 | $9.76B | $9.76B | 92 | 2026-03-31 | → |
| 940 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | $9.72B | $9.72B | 160 | 2026-05-31 | → |
| 941 | PARTNERS GROUP US MANAGEMENT CLO LLC | 293856 | $9.70B | $9.70B | 0 | 2026-03-31 | → |
| 942 | SAMLYN CAPITAL, LLC | 158296 | $9.68B | $9.68B | 33 | 2026-03-31 | → |
| 943 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | 171615 | $9.68B | $9.68B | 9 | 2026-02-28 | → |
| 944 | SIGNATUREFD, LLC | 112758 | $9.68B | $9.68B | 130 | 2026-03-31 | → |
| 945 | MSA ADVISORS, LLC | 305170 | $9.65B | $9.65B | 34 | 2026-03-31 | → |
| 946 | SIMPLIFY ASSET MANAGEMENT INC. | 309535 | $9.64B | $9.64B | 45 | 2025-10-31 | → |
| 947 | ORIX ADVISERS, LLC | 307580 | $9.63B | $9.63B | 372 | 2026-06-30 | → |
| 948 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | $9.61B | $9.61B | 80 | 2026-04-30 | → |
| 949 | SEVEN POST INVESTMENT OFFICE LP | 157435 | $9.61B | $9.61B | 22 | 2026-03-31 | → |
| 950 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $9.60B | $9.60B | 38 | 2026-03-31 | → |
| 951 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $9.57B | $9.57B | 34 | 2026-03-31 | → |
| 952 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | $9.57B | $9.57B | 174 | 2026-05-31 | → |
| 953 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | $9.55B | $9.55B | 79 | 2026-03-31 | → |
| 954 | COMPOSITION WEALTH, LLC | 143483 | $9.47B | $9.47B | 128 | 2026-03-31 | → |
| 955 | WESTWOOD GLOBAL INVESTMENTS LLC | 125012 | $9.47B | $9.47B | 30 | 2026-03-31 | → |
| 956 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $9.45B | $9.45B | 20 | 2026-05-31 | → |
| 957 | GARDNER RUSSO & QUINN LLC | 106114 | $9.45B | $9.45B | 47 | 2026-03-31 | → |
| 958 | GLP CAPITAL PARTNERS, INC. | 304917 | $9.42B | $9.42B | 160 | 2025-03-31 | → |
| 959 | SLR CAPITAL PARTNERS, LLC | 146106 | $9.42B | $9.42B | 65 | 2026-03-31 | → |
| 960 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | $9.42B | $9.42B | 51 | 2026-03-31 | → |
| 961 | PERFORMANCE EQUITY MANAGEMENT, LLC | 110207 | $9.41B | $9.41B | 36 | 2026-03-31 | → |
| 962 | RESOLUTION CAPITAL LIMITED | 142409 | $9.39B | $9.39B | 28 | 2025-09-30 | → |
| 963 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | $9.38B | $9.38B | 209 | 2026-03-31 | → |
| 964 | TENSAI HOLDING COMPANY, LLC | 331487 | $9.33B | $9.33B | 50 | 2025-04-30 | → |
| 965 | ITAU USA ASSET MANAGEMENT INC. | 156313 | $9.27B | $9.27B | 26 | 2026-03-31 | → |
| 966 | LINDSELL TRAIN LIMITED | 158323 | $9.25B | $9.25B | 30 | 2026-04-30 | → |
| 967 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | $9.22B | $9.22B | 200 | 2026-04-30 | → |
| 968 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | $9.18B | $9.18B | 164 | 2026-03-31 | → |
| 969 | AVIVA INVESTORS CANADA INC. | 333457 | $9.15B | $9.15B | 18 | 2026-03-31 | → |
| 970 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | $9.14B | $9.14B | 9 | 2026-03-31 | → |
| 971 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $9.14B | $9.14B | 54 | 2026-03-31 | → |
| 972 | CABOT PROPERTIES L.P. | 118729 | $9.11B | $9.11B | 157 | 2026-03-31 | → |
| 973 | HIGHVISTA STRATEGIES LLC | 155759 | $9.10B | $9.10B | 80 | 2026-03-31 | → |
| 974 | AMERICANA PARTNERS, LLC | 301354 | $9.10B | $9.10B | 86 | 2026-04-30 | → |
| 975 | H. M. PAYSON & CO. | 2993 | $9.09B | $9.09B | 34 | 2026-03-31 | → |
| 976 | BRADLEY FOSTER & SARGENT INC | 106928 | $9.07B | $9.07B | 61 | 2026-04-30 | → |
| 977 | XIGINVENT, L.L.C. | 156213 | $9.06B | $9.06B | 31 | 2026-05-31 | → |
| 978 | 400 CAPITAL MANAGEMENT LLC | 160089 | $9.04B | $9.04B | 76 | 2026-03-31 | → |
| 979 | ALPHACORE CAPITAL LLC | 174346 | $9.03B | $9.03B | 111 | 2026-04-30 | → |
| 980 | HORNOR, TOWNSEND & KENT, LLC | 4031 | $9.01B | $9.01B | 485 | 2026-04-30 | → |
| 981 | JOHCM (USA) INC | 167596 | $9.01B | $9.01B | 60 | 2025-09-30 | → |
| 982 | SIMON QUICK ADVISORS, LLC | 132330 | $9.01B | $9.01B | 97 | 2026-03-31 | → |
| 983 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $8.98B | $8.98B | 54 | 2026-06-30 | → |
| 984 | NORTHWOOD INVESTORS LLC | 161406 | $8.97B | $8.97B | 107 | 2026-03-31 | → |
| 985 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | $8.96B | $8.96B | 285 | 2026-06-30 | → |
| 986 | IMPAX ASSET MANAGEMENT LLC | 114335 | $8.94B | $8.94B | 93 | 2025-12-31 | → |
| 987 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $8.93B | $8.93B | 34 | 2026-04-30 | → |
| 988 | WESTPORT CAPITAL PARTNERS LLC | 157493 | $8.92B | $8.92B | 34 | 2026-03-31 | → |
| 989 | HERMES GPE LLP | 151848 | $8.88B | $8.88B | 67 | 2026-03-31 | → |
| 990 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | $8.88B | $8.88B | 72 | 2026-03-31 | → |
| 991 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | $8.87B | $8.87B | 154 | 2026-04-30 | → |
| 992 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $8.82B | $8.82B | 58 | 2026-03-31 | → |
| 993 | CAPITAL ANALYSTS, LLC | 162200 | $8.77B | $8.77B | 679 | 2026-04-30 | → |
| 994 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 112500 | $8.77B | $8.77B | 27 | 2026-03-31 | → |
| 995 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | $8.76B | $8.76B | 118 | 2026-04-30 | → |
| 996 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $8.76B | $8.76B | 141 | 2026-03-31 | → |
| 997 | TIAA KASPICK, LLC | 104554 | $8.74B | $8.74B | 115 | 2026-06-30 | → |
| 998 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $8.71B | $8.71B | 24 | 2026-03-31 | → |
| 999 | MESA WEST CAPITAL, LLC | 158959 | $8.70B | $8.70B | 50 | 2026-05-31 | → |
| 1000 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | $8.69B | $8.69B | 143 | 2026-06-30 | → |
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