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 | |
|---|---|---|---|---|---|---|---|
| 801 | THE CAPROCK GROUP, LLC | 124272 | $12.48B | $12.48B | 67 | 2026-03-31 | → |
| 802 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $12.47B | $12.47B | 52 | 2026-04-30 | → |
| 803 | WESTWOOD MANAGEMENT CORP | 110269 | $12.46B | $12.46B | 95 | 2026-03-31 | → |
| 804 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $12.44B | $12.44B | 333 | 2025-09-30 | → |
| 805 | ROYCE & ASSOCIATES, LP | 107689 | $12.41B | $12.41B | 89 | 2026-02-28 | → |
| 806 | NEUBERGER BERMAN CANADA ULC | 284803 | $12.39B | $12.39B | 27 | 2026-04-30 | → |
| 807 | FIRST TRUST CAPITAL MANAGEMENT L.P. | 317825 | $12.28B | $12.28B | 62 | 2026-03-31 | → |
| 808 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $12.27B | $12.27B | 48 | 2025-12-31 | → |
| 809 | MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AG | 290998 | $12.27B | $12.27B | 35 | 2025-06-30 | → |
| 810 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $12.24B | $12.24B | 53 | 2026-03-31 | → |
| 811 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $12.24B | $12.24B | 12 | 2026-03-31 | → |
| 812 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $12.22B | $12.22B | 34 | 2026-03-31 | → |
| 813 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $12.20B | $12.20B | 103 | 2026-03-31 | → |
| 814 | HOLLYPORT CAPITAL LLP | 289306 | $12.20B | $12.20B | 84 | 2026-06-30 | → |
| 815 | HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | $12.19B | $12.19B | 17 | 2025-03-31 | → |
| 816 | NORTHROCK PARTNERS, LLC | 167908 | $12.19B | $12.19B | 233 | 2026-03-31 | → |
| 817 | MAIRS AND POWER INC | 110351 | $12.14B | $12.14B | 60 | 2026-04-30 | → |
| 818 | CHURCHILL INVESTMENT MANAGEMENT LLC | 305060 | $12.14B | $12.14B | 101 | 2026-03-31 | → |
| 819 | GILDER GAGNON HOWE & CO. LLC | 2002 | $12.12B | $12.12B | 84 | 2026-03-31 | → |
| 820 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $12.04B | $12.04B | 121 | 2026-03-31 | → |
| 821 | SENTINEL PENSION ADVISORS, LLC | 109901 | $11.94B | $11.94B | 53 | 2026-05-31 | → |
| 822 | CANYON CAPITAL ADVISORS LLC | 107922 | $11.92B | $11.92B | 192 | 2026-03-31 | → |
| 823 | HUB INVESTMENT PARTNERS, LLC | 307956 | $11.88B | $11.88B | 172 | 2026-06-30 | → |
| 824 | STONEBRIDGE ADVISORS LLC | 134017 | $11.83B | $11.83B | 15 | 2026-03-31 | → |
| 825 | AKRE CAPITAL MANAGEMENT, LLC | 109242 | $11.82B | $11.82B | 12 | 2026-06-30 | → |
| 826 | ENTRUST GLOBAL PARTNERS LLC | 107940 | $11.82B | $11.82B | 137 | 2026-03-31 | → |
| 827 | SPARX ASSET MANAGEMENT CO., LTD. | 134747 | $11.71B | $11.71B | 145 | 2026-06-30 | → |
| 828 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $11.71B | $11.71B | 19 | 2026-03-31 | → |
| 829 | GAMCO ASSET MANAGEMENT INC. | 104950 | $11.69B | $11.69B | 120 | 2026-03-31 | → |
| 830 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $11.67B | $11.67B | 149 | 2026-03-31 | → |
| 831 | BRICKTOWN CAPITAL LLC | 319290 | $11.67B | $11.67B | 33 | 2026-03-31 | → |
| 832 | GREENHAVEN ASSOCIATES INC | 104729 | $11.66B | $11.66B | 7 | 2026-02-28 | → |
| 833 | CSM ADVISORS, LLC | 306128 | $11.65B | $11.65B | 44 | 2026-05-31 | → |
| 834 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $11.59B | $11.59B | 28 | 2026-04-30 | → |
| 835 | CURI CAPITAL, LLC | 134249 | $11.58B | $11.58B | 180 | 2026-03-31 | → |
| 836 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $11.58B | $11.58B | 64 | 2026-03-31 | → |
| 837 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | $11.54B | $11.54B | 71 | 2026-03-31 | → |
| 838 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 106355 | $11.53B | $11.53B | 49 | 2026-04-30 | → |
| 839 | EVERETT HARRIS & CO | 106830 | $11.53B | $11.53B | 18 | 2026-03-31 | → |
| 840 | INVESTCORP CREDIT MANAGEMENT US LLC | 165140 | $11.51B | $11.51B | 25 | 2025-10-31 | → |
| 841 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | $11.51B | $11.51B | 7 | 2026-03-31 | → |
| 842 | LONGVIEW PARTNERS LLP | 139390 | $11.51B | $11.51B | 39 | 2026-03-31 | → |
| 843 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $11.49B | $11.49B | 78 | 2026-03-31 | → |
| 844 | LASALLE INVESTMENT MANAGEMENT, INC. | 109307 | $11.46B | $11.46B | 247 | 2026-03-31 | → |
| 845 | ARTEMIS REAL ESTATE PARTNERS, LLC | 160668 | $11.42B | $11.42B | 64 | 2026-03-31 | → |
| 846 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | $11.42B | $11.42B | 40 | 2026-03-31 | → |
| 847 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $11.41B | $11.41B | 12 | 2026-06-30 | → |
| 848 | FIDUCIARY MANAGEMENT, INC. | 109149 | $11.36B | $11.36B | 25 | 2026-06-30 | → |
| 849 | AB PRIVATE CREDIT INVESTORS LLC | 173027 | $11.36B | $11.36B | 1 | 2026-05-31 | → |
| 850 | PT ASSET MANAGEMENT, LLC | 107619 | $11.35B | $11.35B | 52 | 2026-03-31 | → |
| 851 | HECK CAPITAL ADVISORS, LLC | 143848 | $11.31B | $11.31B | 30 | 2026-03-31 | → |
| 852 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $11.31B | $11.31B | 79 | 2026-06-30 | → |
| 853 | ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. | 150522 | $11.30B | $11.30B | 124 | 2026-03-31 | → |
| 854 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $11.29B | $11.29B | 159 | 2026-06-30 | → |
| 855 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $11.29B | $11.29B | 16 | 2026-05-31 | → |
| 856 | ORCHARD GLOBAL ASSET MANAGEMENT LLP | 287599 | $11.28B | $11.28B | 60 | 2026-03-31 | → |
| 857 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $11.27B | $11.27B | 42 | 2026-06-30 | → |
| 858 | CORBIN CAPITAL PARTNERS, L.P. | 130819 | $11.22B | $11.22B | 56 | 2026-03-31 | → |
| 859 | CAMDEN ASSET MANAGEMENT L P | 106772 | $11.17B | $11.17B | 19 | 2026-06-30 | → |
| 860 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $11.14B | $11.14B | 23 | 2025-09-30 | → |
| 861 | FERMAT CAPITAL MANAGEMENT, LLC | 134099 | $11.14B | $11.14B | 47 | 2026-03-31 | → |
| 862 | STONE POINT CREDIT ADVISER LLC | 310377 | $11.13B | $11.13B | 80 | 2026-03-31 | → |
| 863 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | $11.12B | $11.12B | 67 | 2026-03-31 | → |
| 864 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $11.05B | $11.05B | 28 | 2026-03-31 | → |
| 865 | ATRIA INVESTMENTS, INC. | 143593 | $11.05B | $11.05B | 60 | 2026-03-31 | → |
| 866 | UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD | 113463 | $11.05B | $11.05B | 0 | 2026-03-31 | → |
| 867 | NEUBERGER BERMAN ASIA LIMITED | 154286 | $11.01B | $11.01B | 62 | 2026-03-31 | → |
| 868 | SCHRODER INVESTMENT MANAGEMENT (JAPAN) LIMITED | 306616 | $11.01B | $11.01B | 81 | 2026-05-31 | → |
| 869 | AFFINIUS CAPITAL MANAGEMENT LLC | 158190 | $10.99B | $10.99B | 301 | 2025-05-31 | → |
| 870 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $10.94B | $10.94B | 51 | 2026-03-31 | → |
| 871 | FIFTH THIRD SECURITIES, INC. | 628 | $10.92B | $10.92B | 13,533 | 2026-06-30 | → |
| 872 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $10.88B | $10.88B | 34 | 2026-03-31 | → |
| 873 | FIRST SENTIER INVESTORS (SINGAPORE) | 165124 | $10.84B | $10.84B | 55 | 2026-03-31 | → |
| 874 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $10.81B | $10.81B | 23 | 2026-03-31 | → |
| 875 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | $10.80B | $10.80B | 60 | 2026-03-31 | → |
| 876 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $10.79B | $10.79B | 35 | 2026-06-30 | → |
| 877 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $10.79B | $10.79B | 221 | 2026-05-31 | → |
| 878 | GUARDIAN CAPITAL LP | 105078 | $10.68B | $10.68B | 90 | 2026-03-31 | → |
| 879 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $10.66B | $10.66B | 68 | 2026-06-30 | → |
| 880 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | $10.60B | $10.60B | 325 | 2026-06-30 | → |
| 881 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $10.58B | $10.58B | 30 | 2026-06-30 | → |
| 882 | COOKE & BIELER, L.P. | 113859 | $10.56B | $10.56B | 32 | 2026-03-31 | → |
| 883 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $10.54B | $10.54B | 27 | 2026-05-31 | → |
| 884 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | $10.53B | $10.53B | 292 | 2026-03-31 | → |
| 885 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | $10.53B | $10.53B | 52 | 2026-03-31 | → |
| 886 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $10.49B | $10.49B | 30 | 2026-03-31 | → |
| 887 | ABS INVESTMENT MANAGEMENT LLC | 127290 | $10.48B | $10.48B | 47 | 2026-06-30 | → |
| 888 | MAJEDIE ASSET MANAGEMENT LIMITED | 284796 | $10.48B | $10.48B | 61 | 2024-12-31 | → |
| 889 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $10.47B | $10.47B | 42 | 2026-03-31 | → |
| 890 | CARLYLE AVIATION PDP MANAGEMENT LLC | 305746 | $10.40B | $10.40B | 124 | 2026-03-31 | → |
| 891 | PINNACLE ASSOCIATES, LTD. | 110631 | $10.39B | $10.39B | 69 | 2026-03-31 | → |
| 892 | JOHNSON WEALTH INC. | 125557 | $10.35B | $10.35B | 142 | 2026-03-31 | → |
| 893 | SHUSTER ADVISORY GROUP, LLC | 170233 | $10.32B | $10.32B | 15 | 2026-05-31 | → |
| 894 | PARALLEL ADVISORS, LLC | 140800 | $10.31B | $10.31B | 137 | 2026-06-30 | → |
| 895 | LANSDOWNE PARTNERS (UK) LLP | 172244 | $10.30B | $10.30B | 53 | 2026-06-30 | → |
| 896 | RIDGEMONT PARTNERS MANAGEMENT, LLC | 157421 | $10.26B | $10.26B | 61 | 2026-03-31 | → |
| 897 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | $10.25B | $10.25B | 84 | 2026-03-31 | → |
| 898 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $10.25B | $10.25B | 182 | 2026-03-31 | → |
| 899 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $10.24B | $10.24B | 73 | 2026-03-31 | → |
| 900 | SOUND POINT LUNA LLC | 128132 | $10.24B | $10.24B | 39 | 2026-03-31 | → |
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