Research Report · 2026-06-30
Registered Investment Advisers Providing Continuous Advice
SEC-registered investment advisers that report continuous advisory services, ranked by AUM.
Firms
1,000
Total AUM
$158.48T
Median AUM
$42.44B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | TRINITAS CAPITAL MANAGEMENT, LLC | 281328 | $19.56B | $19.56B | 26 | 2026-03-31 | → |
| 902 | EGERTON CAPITAL (US), LP | 297738 | $19.53B | $19.53B | 8 | 2026-03-31 | → |
| 903 | VERUS ADVISORY, INC. | 110565 | $19.43B | $19.43B | 87 | 2026-03-31 | → |
| 904 | ELLINGTON FINANCIAL MANAGEMENT LLC | 150510 | $19.35B | $19.35B | 164 | 2026-03-31 | → |
| 905 | PENTWATER CAPITAL MANAGEMENT LP | 156873 | $19.26B | $19.26B | 45 | 2026-03-31 | → |
| 906 | BERKSHIRE PROPERTY ADVISORS, LLC | 161374 | $19.24B | $19.24B | 226 | 2026-03-31 | → |
| 907 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | $19.19B | $19.19B | 85 | 2026-06-30 | → |
| 908 | PDT PARTNERS, LLC | 163776 | $19.18B | $19.18B | 285 | 2026-03-31 | → |
| 909 | CHOREO, LLC | 111221 | $19.14B | $19.14B | 232 | 2026-03-31 | → |
| 910 | VERITAS ASSET MANAGEMENT LLP | 174314 | $19.13B | $19.13B | 42 | 2026-03-31 | → |
| 911 | EGERTON CAPITAL (UK) LLP | 156384 | $19.12B | $19.12B | 36 | 2026-05-31 | → |
| 912 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $19.09B | $19.09B | 140 | 2026-01-31 | → |
| 913 | ALLIANZ INVESTMENT MANAGEMENT LLC | 111925 | $19.09B | $19.09B | 50 | 2026-03-31 | → |
| 914 | DEERFIELD MANAGEMENT COMPANY, L.P. | 157876 | $19.08B | $19.08B | 189 | 2026-03-31 | → |
| 915 | KPS CAPITAL PARTNERS, LP | 157678 | $19.08B | $19.08B | 111 | 2026-03-31 | → |
| 916 | GREAT HILL PARTNERS, LP | 158158 | $18.99B | $18.99B | 107 | 2026-03-31 | → |
| 917 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $18.99B | $18.99B | 58 | 2026-05-31 | → |
| 918 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | $18.92B | $18.92B | 493 | 2026-06-30 | → |
| 919 | ALPINE MANAGEMENT SERVICES III, LLC | 157255 | $18.91B | $18.91B | 96 | 2026-03-31 | → |
| 920 | AMERICAN SECURITIES LLC | 160648 | $18.91B | $18.91B | 150 | 2026-05-31 | → |
| 921 | PARK SQUARE CAPITAL USA LP | 338573 | $18.90B | $18.90B | 147 | 2026-03-31 | → |
| 922 | BRIGHTON JONES LLC | 108601 | $18.88B | $18.88B | 316 | 2026-05-31 | → |
| 923 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $18.88B | $18.88B | 44 | 2026-05-31 | → |
| 924 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $18.85B | $18.85B | 46 | 2026-04-30 | → |
| 925 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $18.83B | $18.83B | 75 | 2025-12-31 | → |
| 926 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $18.83B | $18.83B | 398 | 2026-03-31 | → |
| 927 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $18.81B | $18.81B | 140 | 2026-03-31 | → |
| 928 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $18.79B | $18.79B | 711 | 2026-05-31 | → |
| 929 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $18.75B | $18.75B | 35 | 2026-03-31 | → |
| 930 | STRATOS WEALTH PARTNERS, LTD | 153184 | $18.65B | $18.65B | 618 | 2026-06-30 | → |
| 931 | PGIM LUXEMBOURG S.A. | 281562 | $18.63B | $18.63B | 40 | 2026-03-31 | → |
| 932 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | 157073 | $18.56B | $18.56B | 282 | 2026-03-31 | → |
| 933 | ROYALTY PHARMA MANAGER, LLC | 334982 | $18.54B | $18.54B | 91 | 2026-03-31 | → |
| 934 | 1823 PARTNERS (US) LLC | 333927 | $18.53B | $18.53B | 52 | 2026-03-31 | → |
| 935 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $18.52B | $18.52B | 38 | 2026-03-31 | → |
| 936 | KOTAK ALTERNATE ASSET MANAGERS LIMITED | 317952 | $18.52B | $18.52B | 214 | 2026-06-30 | → |
| 937 | FUNDSMITH, LLP | 160365 | $18.51B | $18.51B | 43 | 2026-06-30 | → |
| 938 | AB CARVAL INVESTORS, LP | 141819 | $18.44B | $18.44B | 169 | 2026-03-31 | → |
| 939 | THE ROCK CREEK GROUP, LP | 125409 | $18.38B | $18.38B | 62 | 2026-05-31 | → |
| 940 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $18.30B | $18.30B | 67 | 2026-05-31 | → |
| 941 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $18.30B | $18.30B | 27 | 2026-03-31 | → |
| 942 | GREENOAKS CAPITAL PARTNERS LLC | 165941 | $18.27B | $18.27B | 67 | 2026-06-30 | → |
| 943 | ACORE CAPITAL, LP | 175054 | $18.27B | $18.27B | 121 | 2026-04-30 | → |
| 944 | SIGULER GUFF ADVISERS LLC | 106788 | $18.26B | $18.26B | 130 | 2026-03-31 | → |
| 945 | AMG FUNDS LLC | 153456 | $18.25B | $18.25B | 99 | 2026-03-31 | → |
| 946 | ARCTOS PARTNERS, LP | 307116 | $18.22B | $18.22B | 77 | 2026-03-31 | → |
| 947 | RCP ADVISORS 2, LLC | 289963 | $18.21B | $18.21B | 63 | 2026-03-31 | → |
| 948 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | 160265 | $18.19B | $18.19B | 32 | 2026-03-31 | → |
| 949 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $18.16B | $18.16B | 20 | 2026-03-31 | → |
| 950 | ATLAS FRM LLC | 160610 | $18.12B | $18.12B | 87 | 2026-03-31 | → |
| 951 | REVERENCE CAPITAL PARTNERS, L.P. | 171471 | $18.09B | $18.09B | 47 | 2026-03-31 | → |
| 952 | TOWNSQUARE CAPITAL, LLC | 288576 | $18.07B | $18.07B | 53 | 2026-03-31 | → |
| 953 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $18.07B | $18.07B | 16 | 2026-03-31 | → |
| 954 | ASPIRIANT, LLC | 146720 | $18.05B | $18.05B | 218 | 2026-05-31 | → |
| 955 | STEPHENS INC. | 3496 | $18.04B | $18.04B | 611 | 2026-06-30 | → |
| 956 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | $18.00B | $18.00B | 9 | 2026-06-30 | → |
| 957 | BOOTHBAY FUND MANAGEMENT, LLC | 163706 | $17.99B | $17.99B | 57 | 2026-06-30 | → |
| 958 | MERCURY ADVISORY, LLC | 308960 | $17.94B | $17.94B | 7 | 2026-05-31 | → |
| 959 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | $17.93B | $17.93B | 128 | 2026-06-30 | → |
| 960 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $17.93B | $17.93B | 38 | 2026-03-31 | → |
| 961 | CEVIAN CAPITAL II GP LIMITED | 140659 | $17.85B | $17.85B | 61 | 2026-04-30 | → |
| 962 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $17.83B | $17.83B | 104 | 2026-05-31 | → |
| 963 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $17.83B | $17.83B | 138 | 2026-04-30 | → |
| 964 | W.E. FAMILY OFFICES, LLC | 109869 | $17.75B | $17.75B | 65 | 2026-04-30 | → |
| 965 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $17.75B | $17.75B | 65 | 2026-03-31 | → |
| 966 | F/M INVESTMENTS LLC | 304405 | $17.74B | $17.74B | 83 | 2026-03-31 | → |
| 967 | AMPLIFY INVESTMENTS LLC | 173781 | $17.70B | $17.70B | 42 | 2026-03-31 | → |
| 968 | INVESCO LOAN MANAGER, LLC | 306746 | $17.69B | $17.69B | 109 | 2026-03-31 | → |
| 969 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $17.68B | $17.68B | 238 | 2026-06-30 | → |
| 970 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $17.66B | $17.66B | 32 | 2026-03-31 | → |
| 971 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | $17.64B | $17.64B | 28 | 2025-07-31 | → |
| 972 | DURABLE CAPITAL PARTNERS LP | 305221 | $17.59B | $17.59B | 49 | 2026-04-30 | → |
| 973 | GEOWEALTH MANAGEMENT LLC | 148222 | $17.57B | $17.57B | 88 | 2026-03-31 | → |
| 974 | SEARCHLIGHT CAPITAL PARTNERS, L.P. | 161958 | $17.51B | $17.51B | 132 | 2026-04-30 | → |
| 975 | PATIENT SQUARE CAPITAL, LP | 312203 | $17.51B | $17.51B | 97 | 2026-05-31 | → |
| 976 | PENSERRA CAPITAL MANAGEMENT LLC | 159042 | $17.50B | $17.50B | 16 | 2026-03-31 | → |
| 977 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | $17.50B | $17.50B | 36 | 2026-03-31 | → |
| 978 | AIP, LLC | 156878 | $17.47B | $17.47B | 94 | 2026-03-31 | → |
| 979 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | $17.35B | $17.35B | 532 | 2026-06-30 | → |
| 980 | RWC ASSET MANAGEMENT LLP | 168656 | $17.32B | $17.32B | 149 | 2026-03-31 | → |
| 981 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $17.30B | $17.30B | 13 | 2025-12-31 | → |
| 982 | EVOKE WEALTH, LLC | 300856 | $17.29B | $17.29B | 96 | 2026-04-30 | → |
| 983 | FIERA CAPITAL INC. | 113638 | $17.28B | $17.28B | 95 | 2026-03-31 | → |
| 984 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | $17.26B | $17.26B | 68 | 2026-04-30 | → |
| 985 | CAPITAL WEALTH PLANNING, LLC | 150764 | $17.25B | $17.25B | 30 | 2026-03-31 | → |
| 986 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | $17.23B | $17.23B | 251 | 2026-06-30 | → |
| 987 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $17.21B | $17.21B | 117 | 2026-06-30 | → |
| 988 | KOHLBERG & CO., L.L.C. | 160745 | $17.15B | $17.15B | 91 | 2026-05-31 | → |
| 989 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | $17.14B | $17.14B | 184 | 2025-07-31 | → |
| 990 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $17.07B | $17.07B | 12 | 2026-03-31 | → |
| 991 | MANNING & NAPIER ADVISORS, LLC | 105992 | $17.03B | $17.03B | 195 | 2026-06-30 | → |
| 992 | PRINCIPAL SECURITIES, INC. | 1137 | $17.02B | $17.02B | 1,464 | 2026-03-31 | → |
| 993 | TPG REAL ESTATE ADVISORS, LLC | 170731 | $16.97B | $16.97B | 48 | 2026-06-30 | → |
| 994 | ALLEN INVESTMENT MANAGEMENT, LLC | 124454 | $16.91B | $16.91B | 28 | 2026-03-31 | → |
| 995 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $16.87B | $16.87B | 191 | 2026-04-30 | → |
| 996 | CARILLON TOWER ADVISERS, INC. | 174904 | $16.86B | $16.86B | 175 | 2026-05-31 | → |
| 997 | SYMMETRY INVESTMENTS US LLC | 317755 | $16.83B | $16.83B | 10 | 2026-03-31 | → |
| 998 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | $16.73B | $16.73B | 401 | 2026-05-31 | → |
| 999 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $16.71B | $16.71B | 55 | 2026-03-31 | → |
| 1000 | MONARCH ALTERNATIVE CAPITAL LP | 159465 | $16.69B | $16.69B | 107 | 2026-05-31 | → |
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