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 | |
|---|---|---|---|---|---|---|---|
| 401 | ALPS ADVISORS, INC. | 134340 | $38.83B | $38.83B | 73 | 2026-03-31 | → |
| 402 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $38.82B | $38.82B | 405 | 2026-05-31 | → |
| 403 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $38.77B | $38.77B | 859 | 2026-03-31 | → |
| 404 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | $38.57B | $38.57B | 32 | 2026-06-30 | → |
| 405 | INVESTURE, LLC | 130099 | $38.52B | $38.52B | 51 | 2026-03-31 | → |
| 406 | JARISLOWSKY, FRASER LIMITED | 107390 | $38.23B | $38.23B | 225 | 2025-05-31 | → |
| 407 | FIRST MANHATTAN CO. LLC | 325281 | $38.09B | $38.09B | 147 | 2026-04-30 | → |
| 408 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | $37.86B | $37.86B | 164 | 2026-06-30 | → |
| 409 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | $37.70B | $37.70B | 31 | 2026-03-31 | → |
| 410 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $37.56B | $37.56B | 50 | 2026-06-30 | → |
| 411 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $37.50B | $37.50B | 195 | 2026-03-31 | → |
| 412 | OSAIC FA, INC. | 3978 | $37.13B | $37.13B | 1,607 | 2025-01-31 | → |
| 413 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | $36.98B | $36.98B | 200 | 2026-03-31 | → |
| 414 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $36.93B | $36.93B | 64 | 2026-03-31 | → |
| 415 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 416 | 55I, LLC | 286620 | $36.74B | $36.74B | 86 | 2026-06-30 | → |
| 417 | OPPENHEIMER & CO. INC. | 249 | $36.71B | $36.71B | 2,806 | 2026-06-30 | → |
| 418 | ASB CAPITAL MANAGEMENT LLC | 110995 | $36.68B | $36.68B | 62 | 2026-04-30 | → |
| 419 | SCOUT INVESTMENTS, INC. | 111787 | $36.57B | $36.57B | 53 | 2026-05-31 | → |
| 420 | GREYSTAR INVESTMENT GROUP, LLC | 160665 | $36.50B | $36.50B | 588 | 2026-06-30 | → |
| 421 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $36.41B | $36.41B | 309 | 2026-03-31 | → |
| 422 | SELECT EQUITY GROUP, L.P. | 168496 | $36.38B | $36.38B | 171 | 2026-03-31 | → |
| 423 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $36.37B | $36.37B | 236 | 2026-03-31 | → |
| 424 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $36.34B | $36.34B | 238 | 2026-05-31 | → |
| 425 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $36.11B | $36.11B | 128 | 2026-03-31 | → |
| 426 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $35.80B | $35.80B | 45 | 2026-03-31 | → |
| 427 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $35.71B | $35.71B | 630 | 2026-03-31 | → |
| 428 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $35.69B | $35.69B | 151 | 2026-05-31 | → |
| 429 | HBK INVESTMENTS L.P. | 115079 | $35.61B | $35.61B | 198 | 2026-06-30 | → |
| 430 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $35.52B | $35.52B | 68 | 2026-06-30 | → |
| 431 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $35.51B | $35.51B | 94 | 2026-03-31 | → |
| 432 | CASTLELAKE, L.P. | 145165 | $35.29B | $35.29B | 251 | 2026-03-31 | → |
| 433 | AKSIA LLC | 143422 | $35.20B | $35.20B | 177 | 2026-06-30 | → |
| 434 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | $35.09B | $35.09B | 10 | 2026-03-31 | → |
| 435 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $35.08B | $35.08B | 146 | 2026-01-31 | → |
| 436 | FAYEZ SAROFIM & CO., LLC | 106584 | $35.07B | $35.07B | 54 | 2026-05-31 | → |
| 437 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $35.05B | $35.05B | 100 | 2026-03-31 | → |
| 438 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $35.03B | $35.03B | 580 | 2026-03-31 | → |
| 439 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $34.91B | $34.91B | 95 | 2026-03-31 | → |
| 440 | SANCTUARY ADVISORS, LLC | 226606 | $34.88B | $34.88B | 770 | 2026-06-30 | → |
| 441 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $34.59B | $34.59B | 163 | 2026-03-31 | → |
| 442 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $34.50B | $34.50B | 81 | 2026-03-31 | → |
| 443 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | 164537 | $34.39B | $34.39B | 228 | 2026-05-31 | → |
| 444 | RREEF AMERICA L.L.C. | 109596 | $34.34B | $34.34B | 175 | 2026-05-31 | → |
| 445 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | $34.11B | $34.11B | 310 | 2026-05-31 | → |
| 446 | VOYA ALTERNATIVE ASSET MANAGEMENT LLC | 107235 | $34.01B | $34.01B | 124 | 2026-03-31 | → |
| 447 | CLEARSTEAD ADVISORS, LLC | 105674 | $33.88B | $33.88B | 280 | 2026-03-31 | → |
| 448 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $33.80B | $33.80B | 26 | 2026-06-30 | → |
| 449 | ALLWORTH FINANCIAL, L.P. | 111167 | $33.55B | $33.55B | 493 | 2026-03-31 | → |
| 450 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $33.49B | $33.49B | 39 | 2026-06-30 | → |
| 451 | BNY MELLON ADVISORS, INC. | 106108 | $33.48B | $33.48B | 66 | 2026-05-31 | → |
| 452 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $33.37B | $33.37B | 47 | 2026-03-31 | → |
| 453 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $33.19B | $33.19B | 7 | 2025-12-31 | → |
| 454 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $33.02B | $33.02B | 108 | 2026-04-30 | → |
| 455 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $32.87B | $32.87B | 87 | 2026-03-31 | → |
| 456 | 26NORTH PARTNERS LP | 322923 | $32.68B | $32.68B | 142 | 2026-03-31 | → |
| 457 | FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED | 148045 | $32.55B | $32.55B | 68 | 2026-06-30 | → |
| 458 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | 159050 | $32.48B | $32.48B | 412 | 2026-05-31 | → |
| 459 | SVB ASSET MANAGEMENT | 124567 | $32.32B | $32.32B | 24 | 2026-03-31 | → |
| 460 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | $32.24B | $32.24B | 424 | 2026-06-30 | → |
| 461 | HARDING LOEVNER LP | 104543 | $32.06B | $32.06B | 104 | 2026-03-31 | → |
| 462 | FIRST PACIFIC ADVISORS, LP | 141823 | $32.00B | $32.00B | 73 | 2026-03-31 | → |
| 463 | TWENTYFOUR ASSET MANAGEMENT LLP | 335919 | $31.76B | $31.76B | 77 | 2026-04-30 | → |
| 464 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | $31.69B | $31.69B | 1,923 | 2026-06-30 | → |
| 465 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $31.50B | $31.50B | 110 | 2026-06-30 | → |
| 466 | CONSTELLATION INVESTMENTS, INC. | 107528 | $31.48B | $31.48B | 45 | 2026-03-31 | → |
| 467 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $31.28B | $31.28B | 68 | 2026-06-30 | → |
| 468 | MUZINICH & CO., INC. | 22998 | $31.27B | $31.27B | 110 | 2026-06-30 | → |
| 469 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $31.11B | $31.11B | 298 | 2026-03-31 | → |
| 470 | TIEDEMANN ADVISORS, LLC | 147189 | $31.01B | $31.01B | 182 | 2026-04-30 | → |
| 471 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $30.79B | $30.79B | 87 | 2026-03-31 | → |
| 472 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $30.78B | $30.78B | 69 | 2026-05-31 | → |
| 473 | PRUDENT MAN ADVISORS, LLC | 301973 | $30.59B | $30.59B | 157 | 2026-04-30 | → |
| 474 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $30.51B | $30.51B | 249 | 2026-03-31 | → |
| 475 | 40/86 ADVISORS, INC. | 107740 | $30.50B | $30.50B | 84 | 2026-04-30 | → |
| 476 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $30.48B | $30.48B | 193 | 2026-03-31 | → |
| 477 | PNC WEALTH MANAGEMENT | 129052 | $30.27B | $30.27B | 1,713 | 2026-06-30 | → |
| 478 | &PARTNERS | 3767 | $30.27B | $30.27B | 703 | 2026-06-30 | → |
| 479 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $30.25B | $30.25B | 30 | 2026-03-31 | → |
| 480 | HB WEALTH MANAGEMENT, LLC | 316731 | $30.16B | $30.16B | 325 | 2026-05-31 | → |
| 481 | ONEX CREDIT PARTNERS, LLC | 138941 | $30.14B | $30.14B | 80 | 2026-05-31 | → |
| 482 | DAVIS SELECTED ADVISERS LP | 108674 | $30.12B | $30.12B | 121 | 2026-03-31 | → |
| 483 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | $30.11B | $30.11B | 180 | 2026-03-31 | → |
| 484 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $30.03B | $30.03B | 56 | 2026-05-31 | → |
| 485 | ADVANCED CAPITAL GROUP, INC. | 109673 | $29.99B | $29.99B | 22 | 2026-03-31 | → |
| 486 | WAVERLY ADVISORS, LLC | 115332 | $29.78B | $29.78B | 414 | 2026-06-30 | → |
| 487 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $29.77B | $29.77B | 173 | 2026-05-31 | → |
| 488 | EMPOWERED FUNDS, LLC | 171412 | $29.74B | $29.74B | 44 | 2026-03-31 | → |
| 489 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $29.73B | $29.73B | 86 | 2026-03-31 | → |
| 490 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $29.73B | $29.73B | 137 | 2026-05-31 | → |
| 491 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $29.59B | $29.59B | 127 | 2026-02-28 | → |
| 492 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $29.38B | $29.38B | 120 | 2026-05-31 | → |
| 493 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $29.38B | $29.38B | 109 | 2026-03-31 | → |
| 494 | VOLEON CAPITAL MANAGEMENT LP | 147443 | $29.38B | $29.38B | 158 | 2026-05-31 | → |
| 495 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $29.35B | $29.35B | 36 | 2026-03-31 | → |
| 496 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $29.29B | $29.29B | 32 | 2026-03-31 | → |
| 497 | PARTNERS GROUP (USA) INC. | 145228 | $29.12B | $29.12B | 431 | 2026-03-31 | → |
| 498 | WAFRA INC. | 108673 | $29.04B | $29.04B | 158 | 2026-06-30 | → |
| 499 | ADDENDA CAPITAL INC. | 137034 | $29.02B | $29.02B | 163 | 2026-03-31 | → |
| 500 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $29.01B | $29.01B | 51 | 2026-03-31 | → |
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