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 | |
|---|---|---|---|---|---|---|---|
| 101 | CIBC ASSET MANAGEMENT INC. | 106508 | $162.84B | $162.84B | 478 | 2026-06-30 | → |
| 102 | CERITY PARTNERS LLC | 151559 | $161.68B | $161.68B | 1,529 | 2026-06-30 | → |
| 103 | MACKAY SHIELDS LLC | 107717 | $159.52B | $159.52B | 206 | 2026-04-30 | → |
| 104 | PAYDEN & RYGEL | 107160 | $158.23B | $158.23B | 194 | 2026-03-31 | → |
| 105 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $155.41B | $155.41B | 648 | 2026-04-30 | → |
| 106 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $154.66B | $154.66B | 598 | 2026-03-31 | → |
| 107 | NEPC, LLC | 110562 | $152.72B | $152.72B | 379 | 2026-05-31 | → |
| 108 | APERIO GROUP, LLC | 111616 | $152.13B | $152.13B | 208 | 2026-04-30 | → |
| 109 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $150.40B | $150.40B | 254 | 2026-03-31 | → |
| 110 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $149.48B | $149.48B | 309 | 2026-06-30 | → |
| 111 | WILSHIRE ADVISORS LLC | 6210 | $149.10B | $149.10B | 307 | 2026-06-30 | → |
| 112 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $144.04B | $144.04B | 778 | 2026-06-30 | → |
| 113 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $139.88B | $139.88B | 15 | 2026-06-30 | → |
| 114 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | $138.69B | $138.69B | 3,527 | 2026-06-30 | → |
| 115 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $135.09B | $135.09B | 1,715 | 2026-03-31 | → |
| 116 | GOLDMAN SACHS & CO. LLC | 361 | $133.64B | $133.64B | 2,268 | 2026-06-30 | → |
| 117 | INCOME RESEARCH + MANAGEMENT | 104863 | $130.65B | $130.65B | 218 | 2026-03-31 | → |
| 118 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $128.73B | $128.73B | 4,220 | 2026-06-30 | → |
| 119 | MARINER, LLC | 140195 | $125.41B | $125.41B | 1,889 | 2026-03-31 | → |
| 120 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | $125.26B | $125.26B | 881 | 2026-03-31 | → |
| 121 | BROWN ADVISORY LLC | 110181 | $124.31B | $124.31B | 782 | 2026-03-31 | → |
| 122 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $122.19B | $122.19B | 1,700 | 2026-06-30 | → |
| 123 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $122.06B | $122.06B | 354 | 2025-03-31 | → |
| 124 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $120.70B | $120.70B | 364 | 2026-03-31 | → |
| 125 | LAZARD ASSET MANAGEMENT LLC | 122836 | $120.52B | $120.52B | 532 | 2026-03-31 | → |
| 126 | ICONIQ CAPITAL, LLC | 159198 | $117.53B | $117.53B | 513 | 2026-04-30 | → |
| 127 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $117.24B | $117.24B | 139 | 2026-02-28 | → |
| 128 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED | 312825 | $117.06B | $117.06B | 3,585 | 2026-06-30 | → |
| 129 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $116.17B | $116.17B | 185 | 2026-06-30 | → |
| 130 | MML INVESTORS SERVICES, LLC | 10409 | $115.64B | $115.64B | 6,976 | 2026-05-31 | → |
| 131 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $114.16B | $114.16B | 87 | 2026-06-30 | → |
| 132 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $113.59B | $113.59B | 1,311 | 2026-03-31 | → |
| 133 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | $111.72B | $111.72B | 122 | 2026-03-31 | → |
| 134 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $110.30B | $110.30B | 704 | 2026-03-31 | → |
| 135 | JANNEY MONTGOMERY SCOTT LLC | 463 | $110.11B | $110.11B | 2,404 | 2026-06-30 | → |
| 136 | HARRIS ASSOCIATES LP | 106960 | $109.48B | $109.48B | 221 | 2026-03-31 | → |
| 137 | NATIXIS ADVISORS, LLC | 106800 | $108.65B | $108.65B | 412 | 2026-03-31 | → |
| 138 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $105.65B | $105.65B | 477 | 2026-05-31 | → |
| 139 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $104.49B | $104.49B | 212 | 2026-05-31 | → |
| 140 | LSV ASSET MANAGEMENT | 109918 | $104.25B | $104.25B | 45 | 2026-03-31 | → |
| 141 | ROCKEFELLER FINANCIAL LLC | 291361 | $99.60B | $99.60B | 1,005 | 2026-03-31 | → |
| 142 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $97.82B | $97.82B | 248 | 2026-06-30 | → |
| 143 | FIDUCIENT ADVISORS LLC | 106720 | $97.54B | $97.54B | 210 | 2026-03-31 | → |
| 144 | EATON VANCE MANAGEMENT | 104859 | $97.02B | $97.02B | 219 | 2026-05-31 | → |
| 145 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $96.77B | $96.77B | 102 | 2026-03-31 | → |
| 146 | PPM AMERICA, INC. | 107269 | $93.79B | $93.79B | 217 | 2026-05-31 | → |
| 147 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $93.47B | $93.47B | 157 | 2026-06-30 | → |
| 148 | DOUBLELINE CAPITAL LP | 152606 | $93.32B | $93.32B | 258 | 2026-03-31 | → |
| 149 | ASSETMARK, INC. | 109018 | $91.76B | $91.76B | 859 | 2026-05-31 | → |
| 150 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $87.82B | $87.82B | 267 | 2026-03-31 | → |
| 151 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $86.27B | $86.27B | 690 | 2025-01-31 | → |
| 152 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $85.67B | $85.67B | 367 | 2026-04-30 | → |
| 153 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $85.59B | $85.59B | 155 | 2026-06-30 | → |
| 154 | MERCER GLOBAL ADVISORS INC. | 147363 | $84.40B | $84.40B | 1,429 | 2026-05-31 | → |
| 155 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $81.44B | $81.44B | 164 | 2026-03-31 | → |
| 156 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $81.18B | $81.18B | 431 | 2026-05-31 | → |
| 157 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $80.97B | $80.97B | 365 | 2026-05-31 | → |
| 158 | KESTRA ADVISORY SERVICES, LLC | 283330 | $79.80B | $79.80B | 1,359 | 2026-06-30 | → |
| 159 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $78.94B | $78.94B | 496 | 2026-05-31 | → |
| 160 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $78.52B | $78.52B | 377 | 2026-05-31 | → |
| 161 | TRUIST ADVISORY SERVICES, INC. | 283390 | $77.39B | $77.39B | 2,461 | 2026-06-30 | → |
| 162 | PINEBRIDGE INVESTMENTS LLC | 285211 | $76.73B | $76.73B | 239 | 2026-05-31 | → |
| 163 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $76.06B | $76.06B | 116 | 2026-03-31 | → |
| 164 | RBC ROCHDALE, LLC | 117198 | $72.96B | $72.96B | 269 | 2026-05-31 | → |
| 165 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $71.83B | $71.83B | 163 | 2026-05-31 | → |
| 166 | MEEDER PUBLIC FUNDS, INC. | 106816 | $70.16B | $70.16B | 77 | 2026-06-30 | → |
| 167 | BETTERMENT LLC | 149117 | $69.52B | $69.52B | 794 | 2026-06-30 | → |
| 168 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $69.23B | $69.23B | 186 | 2026-03-31 | → |
| 169 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $67.84B | $67.84B | 610 | 2026-06-30 | → |
| 170 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $66.46B | $66.46B | 90 | 2026-06-30 | → |
| 171 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
| 172 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $65.44B | $65.44B | 157 | 2026-05-31 | → |
| 173 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $64.84B | $64.84B | 305 | 2026-06-30 | → |
| 174 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $64.28B | $64.28B | 492 | 2026-03-31 | → |
| 175 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $62.24B | $62.24B | 103 | 2026-03-31 | → |
| 176 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | $60.91B | $60.91B | 53 | 2026-03-31 | → |
| 177 | EAGLE ASSET MANAGEMENT INC | 110653 | $60.65B | $60.65B | 77 | 2026-06-30 | → |
| 178 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $59.04B | $59.04B | 94 | 2026-03-31 | → |
| 179 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $57.43B | $57.43B | 51 | 2026-04-30 | → |
| 180 | IEQ CAPITAL, LLC | 301819 | $56.77B | $56.77B | 266 | 2026-06-30 | → |
| 181 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $56.28B | $56.28B | 413 | 2026-03-31 | → |
| 182 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $56.01B | $56.01B | 7,036 | 2026-06-30 | → |
| 183 | BEACON POINTE ADVISORS, LLC | 119290 | $54.87B | $54.87B | 780 | 2026-05-31 | → |
| 184 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $54.45B | $54.45B | 219 | 2026-03-31 | → |
| 185 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $54.28B | $54.28B | 88 | 2026-03-31 | → |
| 186 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $52.78B | $52.78B | 177 | 2026-03-31 | → |
| 187 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $52.10B | $52.10B | 562 | 2026-05-31 | → |
| 188 | VEST FINANCIAL LLC | 165976 | $51.81B | $51.81B | 52 | 2026-06-30 | → |
| 189 | CWM, LLC | 155344 | $50.58B | $50.58B | 1,416 | 2026-06-30 | → |
| 190 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $50.54B | $50.54B | 585 | 2026-03-31 | → |
| 191 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $50.44B | $50.44B | 161 | 2026-06-30 | → |
| 192 | HALL CAPITAL PARTNERS LLC | 106759 | $50.30B | $50.30B | 175 | 2025-03-31 | → |
| 193 | SEGAL ADVISORS, INC. | 114687 | $50.15B | $50.15B | 112 | 2026-03-31 | → |
| 194 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $49.85B | $49.85B | 33 | 2026-03-31 | → |
| 195 | AE WEALTH MANAGEMENT, LLC | 282580 | $49.84B | $49.84B | 630 | 2026-06-30 | → |
| 196 | SAVANT CAPITAL, LLC | 107271 | $49.57B | $49.57B | 659 | 2026-04-30 | → |
| 197 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $49.31B | $49.31B | 133 | 2026-04-30 | → |
| 198 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 199 | CLIFFWATER LLC | 132167 | $48.51B | $48.51B | 213 | 2026-05-31 | → |
| 200 | WEALTHFRONT ADVISERS LLC | 148456 | $47.73B | $47.73B | 432 | 2026-05-31 | → |
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