Research Report · 2026-06-30
Registered Investment Advisers Reporting Portfolio Management Services
SEC-registered investment advisers that report providing portfolio management services, ranked by AUM.
Firms
1,000
Total AUM
$87.67T
Median AUM
$11.62B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $5.69T | $5.69T | 1,427 | 2026-03-31 | → |
| 2 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $3.75T | $3.75T | 1,417 | 2026-05-31 | → |
| 3 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $3.67T | $3.67T | 1,968 | 2026-05-31 | → |
| 4 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $3.52T | $3.52T | 3,194 | 2026-06-30 | → |
| 5 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $2.65T | $2.65T | 2,059 | 2026-05-31 | → |
| 6 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $2.20T | $2.20T | 3,760 | 2026-03-31 | → |
| 7 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $1.96T | $1.96T | 29,481 | 2026-06-30 | → |
| 8 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | $1.78T | $1.78T | 32,960 | 2026-06-30 | → |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $1.72T | $1.72T | 946 | 2026-03-31 | → |
| 10 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $1.60T | $1.60T | 7,987 | 2026-06-30 | → |
| 11 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $1.43T | $1.43T | 1,868 | 2026-03-31 | → |
| 12 | STRATEGIC ADVISERS LLC | 104555 | $1.37T | $1.37T | 17,112 | 2026-03-31 | → |
| 13 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $1.25T | $1.25T | 662 | 2026-06-30 | → |
| 14 | CAPFINANCIAL PARTNERS, LLC | 175112 | $1.24T | $1.24T | 1,841 | 2026-05-31 | → |
| 15 | DIMENSIONAL FUND ADVISORS LP | 106482 | $1.02T | $1.02T | 1,168 | 2026-03-31 | → |
| 16 | EDWARD D. JONES & CO., L.P. | 250 | $1.01T | $1.01T | 36,317 | 2026-06-30 | → |
| 17 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $994.99B | $994.99B | 61 | 2026-06-30 | → |
| 18 | UBS FINANCIAL SERVICES INC. | 8174 | $915.79B | $915.79B | 12,524 | 2026-06-30 | → |
| 19 | MELLON INVESTMENTS CORPORATION | 105764 | $873.87B | $873.87B | 98 | 2026-05-31 | → |
| 20 | LPL FINANCIAL LLC | 6413 | $819.12B | $819.12B | 41,879 | 2026-06-30 | → |
| 21 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | $818.78B | $818.78B | 15,424 | 2025-03-31 | → |
| 22 | ALLIANCEBERNSTEIN L.P. | 108477 | $763.40B | $763.40B | 4,204 | 2026-03-31 | → |
| 23 | INVESCO ADVISERS, INC. | 105360 | $749.52B | $749.52B | 2,804 | 2026-06-30 | → |
| 24 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $702.25B | $702.25B | 670 | 2026-06-30 | → |
| 25 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $684.78B | $684.78B | 1,109 | 2026-04-30 | → |
| 26 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $676.69B | $676.69B | 1,589 | 2026-06-30 | → |
| 27 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | $671.42B | $671.42B | 18,895 | 2026-06-30 | → |
| 28 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | $660.47B | $660.47B | 14,056 | 2026-06-30 | → |
| 29 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $621.02B | $621.02B | 611 | 2026-05-31 | → |
| 30 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $614.93B | $614.93B | 532 | 2026-06-30 | → |
| 31 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $588.22B | $588.22B | 574 | 2026-03-31 | → |
| 32 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $563.78B | $563.78B | 956 | 2026-05-31 | → |
| 33 | FRANKLIN ADVISERS, INC. | 104517 | $509.45B | $509.45B | 384 | 2026-05-31 | → |
| 34 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $502.40B | $502.40B | 914 | 2026-05-31 | → |
| 35 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | $500.96B | $500.96B | 16,780 | 2026-06-30 | → |
| 36 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $484.10B | $484.10B | 1,403 | 2026-04-30 | → |
| 37 | VANGUARD ASSET MANAGEMENT, LIMITED | 282598 | $482.96B | $482.96B | 960 | 2025-05-31 | → |
| 38 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $475.78B | $475.78B | 956 | 2026-05-31 | → |
| 39 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $469.98B | $469.98B | 758 | 2026-06-30 | → |
| 40 | DODGE & COX | 104596 | $466.56B | $466.56B | 336 | 2026-04-30 | → |
| 41 | TEACHERS ADVISORS, LLC | 107157 | $436.33B | $436.33B | 383 | 2026-03-31 | → |
| 42 | J.P. MORGAN SECURITIES LLC | 79 | $429.69B | $429.69B | 8,703 | 2026-06-30 | → |
| 43 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $427.71B | $427.71B | 1,394 | 2026-05-31 | → |
| 44 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $427.48B | $427.48B | 322 | 2026-03-31 | → |
| 45 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $406.96B | $406.96B | 6,400 | 2026-06-30 | → |
| 46 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $398.65B | $398.65B | 1,542 | 2026-03-31 | → |
| 47 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $394.07B | $394.07B | 4,322 | 2026-04-30 | → |
| 48 | BARINGS LLC | 106006 | $392.75B | $392.75B | 1,101 | 2026-05-31 | → |
| 49 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $390.04B | $390.04B | 9,675 | 2026-06-30 | → |
| 50 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $386.88B | $386.88B | 728 | 2026-03-31 | → |
| 51 | FISHER ASSET MANAGEMENT, LLC | 107342 | $386.67B | $386.67B | 4,369 | 2026-04-30 | → |
| 52 | JANUS HENDERSON INVESTORS US LLC | 104652 | $380.43B | $380.43B | 1,013 | 2026-06-30 | → |
| 53 | FIAM LLC | 133196 | $347.73B | $347.73B | 196 | 2026-03-31 | → |
| 54 | VANGUARD ADVISERS, INC. | 106715 | $344.62B | $344.62B | 2,208 | 2026-05-31 | → |
| 55 | NISA INVESTMENT ADVISORS, LLC | 107313 | $343.89B | $343.89B | 417 | 2026-03-31 | → |
| 56 | PICTET ASSET MANAGEMENT SA | 140074 | $330.70B | $330.70B | 549 | 2026-06-30 | → |
| 57 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $326.70B | $326.70B | 1,116 | 2026-04-30 | → |
| 58 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $326.29B | $326.29B | 1,679 | 2026-03-31 | → |
| 59 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $324.65B | $324.65B | 714 | 2026-05-31 | → |
| 60 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $311.70B | $311.70B | 728 | 2026-05-31 | → |
| 61 | RBC CAPITAL MARKETS, LLC | 31194 | $310.43B | $310.43B | 8,781 | 2026-06-30 | → |
| 62 | FIRST TRUST ADVISORS LP | 107027 | $309.24B | $309.24B | 542 | 2026-04-30 | → |
| 63 | CREATIVE PLANNING, LLC | 105348 | $295.57B | $295.57B | 1,650 | 2026-03-31 | → |
| 64 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $282.71B | $282.71B | 699 | 2026-03-31 | → |
| 65 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $280.48B | $280.48B | 381 | 2026-03-31 | → |
| 66 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $277.19B | $277.19B | 781 | 2026-03-31 | → |
| 67 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $274.95B | $274.95B | 859 | 2026-03-31 | → |
| 68 | LORD, ABBETT & CO. LLC | 110391 | $270.39B | $270.39B | 821 | 2025-12-31 | → |
| 69 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | $260.22B | $260.22B | 399 | 2026-03-31 | → |
| 70 | CETERA INVESTMENT ADVISERS LLC | 105644 | $256.81B | $256.81B | 10,251 | 2026-06-30 | → |
| 71 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | $252.25B | $252.25B | 4,047 | 2026-06-30 | → |
| 72 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $240.66B | $240.66B | 588 | 2026-03-31 | → |
| 73 | OSAIC WEALTH, INC. | 23131 | $234.86B | $234.86B | 8,979 | 2026-06-30 | → |
| 74 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $228.04B | $228.04B | 267 | 2026-03-31 | → |
| 75 | MERCER INVESTMENTS LLC | 133449 | $226.04B | $226.04B | 714 | 2026-03-31 | → |
| 76 | SBI FUNDS MANAGEMENT LIMITED | 142968 | $219.93B | $219.93B | 2,463 | 2026-06-30 | → |
| 77 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $216.43B | $216.43B | 434 | 2026-03-31 | → |
| 78 | JENNISON ASSOCIATES LLC | 107959 | $214.84B | $214.84B | 360 | 2026-03-31 | → |
| 79 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | $212.66B | $212.66B | 4,200 | 2026-05-31 | → |
| 80 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | 105790 | $212.05B | $212.05B | 357 | 2026-03-31 | → |
| 81 | FEDERATED INVESTMENT COUNSELING | 105325 | $207.21B | $207.21B | 213 | 2026-05-31 | → |
| 82 | ABRDN INVESTMENTS LIMITED | 162309 | $206.50B | $206.50B | 1,296 | 2026-05-31 | → |
| 83 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $204.18B | $204.18B | 112 | 2026-03-31 | → |
| 84 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $199.66B | $199.66B | 452 | 2026-05-31 | → |
| 85 | HIGHTOWER ADVISORS, LLC | 145323 | $198.58B | $198.58B | 1,983 | 2026-05-31 | → |
| 86 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $197.53B | $197.53B | 6,478 | 2026-06-30 | → |
| 87 | EMPOWER ADVISORY GROUP, LLC | 112058 | $195.43B | $195.43B | 8,051 | 2026-06-30 | → |
| 88 | MACKENZIE FINANCIAL CORPORATION | 110338 | $194.88B | $194.88B | 1,362 | 2026-03-31 | → |
| 89 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $194.82B | $194.82B | 235 | 2026-06-30 | → |
| 90 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $187.60B | $187.60B | 930 | 2026-03-31 | → |
| 91 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $184.99B | $184.99B | 137 | 2026-06-30 | → |
| 92 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $184.81B | $184.81B | 210 | 2026-01-31 | → |
| 93 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $183.62B | $183.62B | 496 | 2026-03-31 | → |
| 94 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $183.29B | $183.29B | 905 | 2026-05-31 | → |
| 95 | FOCUS PARTNERS WEALTH, LLC | 159289 | $181.86B | $181.86B | 1,915 | 2026-04-30 | → |
| 96 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $172.62B | $172.62B | 79 | 2026-06-30 | → |
| 97 | INSIGHT NORTH AMERICA LLC | 145995 | $171.09B | $171.09B | 238 | 2026-06-30 | → |
| 98 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $169.58B | $169.58B | 464 | 2026-06-30 | → |
| 99 | CORIENT PRIVATE WEALTH LLC | 319448 | $165.25B | $165.25B | 1,537 | 2026-03-31 | → |
| 100 | GQG PARTNERS LLC | 283720 | $163.86B | $163.86B | 227 | 2026-03-31 | → |
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