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 | |
|---|---|---|---|---|---|---|---|
| 301 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $57.92B | $57.92B | 753 | 2026-05-31 | → |
| 302 | ALPINVEST US HOLDINGS, LLC | 328458 | $57.66B | $57.66B | 289 | 2026-03-31 | → |
| 303 | MAN SOLUTIONS LIMITED | 108899 | $57.51B | $57.51B | 59 | 2026-06-30 | → |
| 304 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $57.43B | $57.43B | 51 | 2026-04-30 | → |
| 305 | IEQ CAPITAL, LLC | 301819 | $56.77B | $56.77B | 266 | 2026-06-30 | → |
| 306 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $56.28B | $56.28B | 413 | 2026-03-31 | → |
| 307 | USI ADVISORS, INC. | 108113 | $56.28B | $56.28B | 79 | 2026-03-31 | → |
| 308 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $56.01B | $56.01B | 7,036 | 2026-06-30 | → |
| 309 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | $55.66B | $55.66B | 206 | 2026-06-30 | → |
| 310 | BEACON POINTE ADVISORS, LLC | 119290 | $54.87B | $54.87B | 780 | 2026-05-31 | → |
| 311 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $54.45B | $54.45B | 219 | 2026-03-31 | → |
| 312 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $54.28B | $54.28B | 88 | 2026-03-31 | → |
| 313 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $54.20B | $54.20B | 177 | 2025-07-31 | → |
| 314 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $54.13B | $54.13B | 46 | 2026-03-31 | → |
| 315 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $52.93B | $52.93B | 313 | 2026-04-30 | → |
| 316 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $52.78B | $52.78B | 177 | 2026-03-31 | → |
| 317 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $52.63B | $52.63B | 254 | 2026-03-31 | → |
| 318 | CUSOURCE, LLC | 44970 | $52.37B | $52.37B | 7 | 2026-03-31 | → |
| 319 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $52.10B | $52.10B | 562 | 2026-05-31 | → |
| 320 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 107322 | $52.08B | $52.08B | 355 | 2026-03-31 | → |
| 321 | CAPITAL INTERNATIONAL, INC. | 110682 | $51.92B | $51.92B | 263 | 2026-05-31 | → |
| 322 | VEST FINANCIAL LLC | 165976 | $51.81B | $51.81B | 52 | 2026-06-30 | → |
| 323 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $51.63B | $51.63B | 711 | 2026-03-31 | → |
| 324 | PNC CAPITAL ADVISORS LLC | 151829 | $50.88B | $50.88B | 258 | 2026-03-31 | → |
| 325 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $50.54B | $50.54B | 585 | 2026-03-31 | → |
| 326 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $50.42B | $50.42B | 122 | 2026-03-31 | → |
| 327 | HALL CAPITAL PARTNERS LLC | 106759 | $50.30B | $50.30B | 175 | 2025-03-31 | → |
| 328 | SEGAL ADVISORS, INC. | 114687 | $50.15B | $50.15B | 112 | 2026-03-31 | → |
| 329 | AE WEALTH MANAGEMENT, LLC | 282580 | $49.84B | $49.84B | 630 | 2026-06-30 | → |
| 330 | CRESCENT CAPITAL GROUP LP | 153966 | $49.71B | $49.71B | 239 | 2026-05-31 | → |
| 331 | ICG INVESTMENTS INC | 162589 | $49.69B | $49.69B | 94 | 2026-03-31 | → |
| 332 | SAVANT CAPITAL, LLC | 107271 | $49.57B | $49.57B | 659 | 2026-04-30 | → |
| 333 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $49.31B | $49.31B | 133 | 2026-04-30 | → |
| 334 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $48.84B | $48.84B | 255 | 2026-06-30 | → |
| 335 | INVESCO MANAGEMENT S.A. | 143238 | $48.69B | $48.69B | 357 | 2026-03-31 | → |
| 336 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 337 | CLIFFWATER LLC | 132167 | $48.51B | $48.51B | 213 | 2026-05-31 | → |
| 338 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | 105455 | $48.44B | $48.44B | 123 | 2026-03-31 | → |
| 339 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | 145508 | $48.31B | $48.31B | 730 | 2026-03-31 | → |
| 340 | PORTFOLIO ADVISORS LLC | 105981 | $47.84B | $47.84B | 164 | 2026-03-31 | → |
| 341 | WEALTHFRONT ADVISERS LLC | 148456 | $47.73B | $47.73B | 432 | 2026-05-31 | → |
| 342 | PLATINUM EQUITY ADVISORS, LLC | 161491 | $47.72B | $47.72B | 253 | 2026-05-31 | → |
| 343 | BUCK GLOBAL, LLC | 108695 | $47.61B | $47.61B | 625 | 2025-03-31 | → |
| 344 | ANTARES CAPITAL ADVISERS LLC | 281998 | $47.39B | $47.39B | 466 | 2026-03-31 | → |
| 345 | BESSEMER INVESTMENT MANAGEMENT LLC | 112215 | $47.00B | $47.00B | 70 | 2026-03-31 | → |
| 346 | NLG CAPITAL, LLC | 109396 | $46.55B | $46.55B | 54 | 2026-03-31 | → |
| 347 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $46.11B | $46.11B | 2,278 | 2025-03-31 | → |
| 348 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $46.06B | $46.06B | 250 | 2026-06-30 | → |
| 349 | CANTERBURY CONSULTING INCORPORATED | 22875 | $45.88B | $45.88B | 64 | 2026-05-31 | → |
| 350 | CHANDLER ASSET MANAGEMENT INC | 107287 | $45.31B | $45.31B | 54 | 2026-03-31 | → |
| 351 | EP WEALTH ADVISORS, LLC. | 111147 | $45.15B | $45.15B | 618 | 2026-04-30 | → |
| 352 | CHEVY CHASE TRUST COMPANY | 110742 | $44.93B | $44.93B | 119 | 2026-03-31 | → |
| 353 | MEAG NEW YORK CORPORATION | 321962 | $44.87B | $44.87B | 46 | 2026-05-31 | → |
| 354 | CIFC ASSET MANAGEMENT LLC | 159172 | $44.58B | $44.58B | 200 | 2026-05-31 | → |
| 355 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $44.36B | $44.36B | 65 | 2025-09-30 | → |
| 356 | PRIVATE ADVISOR GROUP, LLC | 155216 | $44.33B | $44.33B | 674 | 2026-06-30 | → |
| 357 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $44.30B | $44.30B | 182 | 2026-03-31 | → |
| 358 | PANAGORA ASSET MANAGEMENT INC | 105201 | $44.13B | $44.13B | 110 | 2026-03-31 | → |
| 359 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | $44.11B | $44.11B | 753 | 2026-05-31 | → |
| 360 | CALAMOS ADVISORS LLC | 105758 | $43.89B | $43.89B | 300 | 2026-04-30 | → |
| 361 | APOGEM CAPITAL LLC | 309234 | $43.82B | $43.82B | 259 | 2026-05-31 | → |
| 362 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $43.54B | $43.54B | 170 | 2026-04-30 | → |
| 363 | POLAR CAPITAL LLP | 136133 | $43.26B | $43.26B | 196 | 2026-06-30 | → |
| 364 | NEWEDGE ADVISORS, LLC | 171351 | $43.21B | $43.21B | 1,073 | 2026-06-30 | → |
| 365 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $43.00B | $43.00B | 225 | 2026-03-31 | → |
| 366 | JASPER RIDGE PARTNERS, L.P. | 144401 | $42.95B | $42.95B | 145 | 2026-03-31 | → |
| 367 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | $42.71B | $42.71B | 189 | 2026-05-31 | → |
| 368 | EARNEST PARTNERS LLC | 107926 | $42.61B | $42.61B | 47 | 2026-06-30 | → |
| 369 | LIDO ADVISORS, LLC | 269866 | $42.50B | $42.50B | 437 | 2026-06-30 | → |
| 370 | EQUITABLE ADVISORS, LLC | 6627 | $42.48B | $42.48B | 5,674 | 2026-05-31 | → |
| 371 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $42.39B | $42.39B | 63 | 2026-05-31 | → |
| 372 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $42.34B | $42.34B | 134 | 2026-03-31 | → |
| 373 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $42.29B | $42.29B | 30 | 2026-04-30 | → |
| 374 | CALLAN LLC | 107687 | $41.94B | $41.94B | 202 | 2026-03-31 | → |
| 375 | D.A. DAVIDSON & CO. | 199 | $41.84B | $41.84B | 990 | 2026-01-31 | → |
| 376 | SALI FUND MANAGEMENT, LLC | 124235 | $41.72B | $41.72B | 79 | 2026-05-31 | → |
| 377 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | $41.56B | $41.56B | 70 | 2026-03-31 | → |
| 378 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $41.48B | $41.48B | 94 | 2026-06-30 | → |
| 379 | ABRDN INC. | 111069 | $41.48B | $41.48B | 193 | 2026-03-31 | → |
| 380 | NINETY ONE NORTH AMERICA, INC. | 167922 | $41.47B | $41.47B | 68 | 2026-06-30 | → |
| 381 | PARNASSUS INVESTMENTS, LLC | 316904 | $41.09B | $41.09B | 87 | 2026-03-31 | → |
| 382 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $40.94B | $40.94B | 278 | 2026-03-31 | → |
| 383 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $40.90B | $40.90B | 151 | 2026-05-31 | → |
| 384 | MORGAN STANLEY AIP GP LP | 117050 | $40.85B | $40.85B | 200 | 2026-03-31 | → |
| 385 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $40.83B | $40.83B | 27 | 2026-01-31 | → |
| 386 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $40.65B | $40.65B | 149 | 2026-04-30 | → |
| 387 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $40.58B | $40.58B | 103 | 2026-03-31 | → |
| 388 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $40.52B | $40.52B | 122 | 2026-06-30 | → |
| 389 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | $40.36B | $40.36B | 83 | 2026-03-31 | → |
| 390 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $40.33B | $40.33B | 177 | 2026-03-31 | → |
| 391 | ABRDN ASIA LIMITED | 124509 | $40.27B | $40.27B | 165 | 2026-06-30 | → |
| 392 | CALVERT RESEARCH AND MANAGEMENT | 285127 | $40.26B | $40.26B | 64 | 2026-03-31 | → |
| 393 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $40.25B | $40.25B | 193 | 2026-04-30 | → |
| 394 | IFM INVESTORS (US) ADVISOR, LLC | 146366 | $40.23B | $40.23B | 157 | 2025-12-31 | → |
| 395 | ALPINVEST PARTNERS B.V. | 159215 | $39.88B | $39.88B | 289 | 2026-03-31 | → |
| 396 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $39.46B | $39.46B | 62 | 2026-03-31 | → |
| 397 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $39.36B | $39.36B | 134 | 2026-03-31 | → |
| 398 | EQT PARTNERS INC. | 160179 | $39.20B | $39.20B | 192 | 2026-03-31 | → |
| 399 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $39.14B | $39.14B | 460 | 2026-06-30 | → |
| 400 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $39.04B | $39.04B | 74 | 2026-05-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30