Research Report · 2026-06-30
Registered Investment Advisers Reporting Discretionary Authority
SEC-registered investment advisers that report having discretionary authority over client assets, ranked by AUM.
Firms
1,000
Total AUM
$123.14T
Median AUM
$31.72B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $12.22B | $12.22B | 34 | 2026-03-31 | → |
| 902 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $12.20B | $12.20B | 103 | 2026-03-31 | → |
| 903 | HOLLYPORT CAPITAL LLP | 289306 | $12.20B | $12.20B | 84 | 2026-06-30 | → |
| 904 | HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | $12.19B | $12.19B | 17 | 2025-03-31 | → |
| 905 | NORTHROCK PARTNERS, LLC | 167908 | $12.19B | $12.19B | 233 | 2026-03-31 | → |
| 906 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | 107341 | $12.18B | $12.18B | 169 | 2026-03-31 | → |
| 907 | MAIRS AND POWER INC | 110351 | $12.14B | $12.14B | 60 | 2026-04-30 | → |
| 908 | CHURCHILL INVESTMENT MANAGEMENT LLC | 305060 | $12.14B | $12.14B | 101 | 2026-03-31 | → |
| 909 | GILDER GAGNON HOWE & CO. LLC | 2002 | $12.12B | $12.12B | 84 | 2026-03-31 | → |
| 910 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $12.04B | $12.04B | 121 | 2026-03-31 | → |
| 911 | GUSTO INVESTMENT SERVICES, LLC | 281515 | $12.01B | $12.01B | 3 | 2026-05-31 | → |
| 912 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $11.94B | $11.94B | 105 | 2026-03-31 | → |
| 913 | SENTINEL PENSION ADVISORS, LLC | 109901 | $11.94B | $11.94B | 53 | 2026-05-31 | → |
| 914 | CANYON CAPITAL ADVISORS LLC | 107922 | $11.92B | $11.92B | 192 | 2026-03-31 | → |
| 915 | HUB INVESTMENT PARTNERS, LLC | 307956 | $11.88B | $11.88B | 172 | 2026-06-30 | → |
| 916 | STONEBRIDGE ADVISORS LLC | 134017 | $11.83B | $11.83B | 15 | 2026-03-31 | → |
| 917 | AKRE CAPITAL MANAGEMENT, LLC | 109242 | $11.82B | $11.82B | 12 | 2026-06-30 | → |
| 918 | ENTRUST GLOBAL PARTNERS LLC | 107940 | $11.82B | $11.82B | 137 | 2026-03-31 | → |
| 919 | PERCEPTIVE ADVISORS LLC. | 154703 | $11.77B | $11.77B | 49 | 2026-03-31 | → |
| 920 | SPARX ASSET MANAGEMENT CO., LTD. | 134747 | $11.71B | $11.71B | 145 | 2026-06-30 | → |
| 921 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $11.71B | $11.71B | 19 | 2026-03-31 | → |
| 922 | GAMCO ASSET MANAGEMENT INC. | 104950 | $11.69B | $11.69B | 120 | 2026-03-31 | → |
| 923 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $11.67B | $11.67B | 149 | 2026-03-31 | → |
| 924 | BRICKTOWN CAPITAL LLC | 319290 | $11.67B | $11.67B | 33 | 2026-03-31 | → |
| 925 | GREENHAVEN ASSOCIATES INC | 104729 | $11.66B | $11.66B | 7 | 2026-02-28 | → |
| 926 | CSM ADVISORS, LLC | 306128 | $11.65B | $11.65B | 44 | 2026-05-31 | → |
| 927 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $11.59B | $11.59B | 28 | 2026-04-30 | → |
| 928 | CURI CAPITAL, LLC | 134249 | $11.58B | $11.58B | 180 | 2026-03-31 | → |
| 929 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $11.58B | $11.58B | 64 | 2026-03-31 | → |
| 930 | KRANE FUNDS ADVISORS, LLC | 157103 | $11.57B | $11.57B | 50 | 2026-03-31 | → |
| 931 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | $11.56B | $11.56B | 199 | 2026-03-31 | → |
| 932 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | $11.54B | $11.54B | 71 | 2026-03-31 | → |
| 933 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 106355 | $11.53B | $11.53B | 49 | 2026-04-30 | → |
| 934 | EVERETT HARRIS & CO | 106830 | $11.53B | $11.53B | 18 | 2026-03-31 | → |
| 935 | INVESTCORP CREDIT MANAGEMENT US LLC | 165140 | $11.51B | $11.51B | 25 | 2025-10-31 | → |
| 936 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | $11.51B | $11.51B | 7 | 2026-03-31 | → |
| 937 | LONGVIEW PARTNERS LLP | 139390 | $11.51B | $11.51B | 39 | 2026-03-31 | → |
| 938 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $11.49B | $11.49B | 78 | 2026-03-31 | → |
| 939 | ARTEMIS REAL ESTATE PARTNERS, LLC | 160668 | $11.42B | $11.42B | 64 | 2026-03-31 | → |
| 940 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | $11.42B | $11.42B | 40 | 2026-03-31 | → |
| 941 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $11.41B | $11.41B | 12 | 2026-06-30 | → |
| 942 | FIDUCIARY MANAGEMENT, INC. | 109149 | $11.36B | $11.36B | 25 | 2026-06-30 | → |
| 943 | AB PRIVATE CREDIT INVESTORS LLC | 173027 | $11.36B | $11.36B | 1 | 2026-05-31 | → |
| 944 | PT ASSET MANAGEMENT, LLC | 107619 | $11.35B | $11.35B | 52 | 2026-03-31 | → |
| 945 | HECK CAPITAL ADVISORS, LLC | 143848 | $11.31B | $11.31B | 30 | 2026-03-31 | → |
| 946 | PARVUS ASSET MANAGEMENT JERSEY LIMITED | 174027 | $11.31B | $11.31B | 1 | 2026-06-30 | → |
| 947 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $11.31B | $11.31B | 79 | 2026-06-30 | → |
| 948 | ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. | 150522 | $11.30B | $11.30B | 124 | 2026-03-31 | → |
| 949 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $11.29B | $11.29B | 159 | 2026-06-30 | → |
| 950 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $11.29B | $11.29B | 16 | 2026-05-31 | → |
| 951 | ORCHARD GLOBAL ASSET MANAGEMENT LLP | 287599 | $11.28B | $11.28B | 60 | 2026-03-31 | → |
| 952 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $11.27B | $11.27B | 42 | 2026-06-30 | → |
| 953 | CORBIN CAPITAL PARTNERS, L.P. | 130819 | $11.22B | $11.22B | 56 | 2026-03-31 | → |
| 954 | CAMDEN ASSET MANAGEMENT L P | 106772 | $11.17B | $11.17B | 19 | 2026-06-30 | → |
| 955 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $11.14B | $11.14B | 23 | 2025-09-30 | → |
| 956 | FERMAT CAPITAL MANAGEMENT, LLC | 134099 | $11.14B | $11.14B | 47 | 2026-03-31 | → |
| 957 | STONE POINT CREDIT ADVISER LLC | 310377 | $11.13B | $11.13B | 80 | 2026-03-31 | → |
| 958 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | $11.12B | $11.12B | 67 | 2026-03-31 | → |
| 959 | APELLA CAPITAL, LLC | 171106 | $11.07B | $11.07B | 179 | 2026-06-30 | → |
| 960 | PURE FINANCIAL ADVISORS, LLC | 144316 | $11.05B | $11.05B | 204 | 2026-02-28 | → |
| 961 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $11.05B | $11.05B | 28 | 2026-03-31 | → |
| 962 | ATRIA INVESTMENTS, INC. | 143593 | $11.05B | $11.05B | 60 | 2026-03-31 | → |
| 963 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | $11.04B | $11.04B | 531 | 2026-03-31 | → |
| 964 | NEUBERGER BERMAN ASIA LIMITED | 154286 | $11.01B | $11.01B | 62 | 2026-03-31 | → |
| 965 | SCHRODER INVESTMENT MANAGEMENT (JAPAN) LIMITED | 306616 | $11.01B | $11.01B | 81 | 2026-05-31 | → |
| 966 | AFFINIUS CAPITAL MANAGEMENT LLC | 158190 | $10.99B | $10.99B | 301 | 2025-05-31 | → |
| 967 | CASTLE HOOK PARTNERS LP | 284968 | $10.96B | $10.96B | 35 | 2026-03-31 | → |
| 968 | REDWOOD CAPITAL MANAGEMENT, LLC | 158243 | $10.96B | $10.96B | 33 | 2026-05-31 | → |
| 969 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $10.94B | $10.94B | 51 | 2026-03-31 | → |
| 970 | FIFTH THIRD SECURITIES, INC. | 628 | $10.92B | $10.92B | 13,533 | 2026-06-30 | → |
| 971 | MODERN WEALTH MANAGEMENT, LLC | 324624 | $10.90B | $10.90B | 253 | 2026-04-30 | → |
| 972 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $10.88B | $10.88B | 34 | 2026-03-31 | → |
| 973 | RPA FINANCIAL, LLC | 294105 | $10.88B | $10.88B | 12 | 2026-06-30 | → |
| 974 | FIRST SENTIER INVESTORS (SINGAPORE) | 165124 | $10.84B | $10.84B | 55 | 2026-03-31 | → |
| 975 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $10.81B | $10.81B | 23 | 2026-03-31 | → |
| 976 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | $10.80B | $10.80B | 60 | 2026-03-31 | → |
| 977 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $10.79B | $10.79B | 35 | 2026-06-30 | → |
| 978 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $10.79B | $10.79B | 221 | 2026-05-31 | → |
| 979 | GUARDIAN CAPITAL LP | 105078 | $10.68B | $10.68B | 90 | 2026-03-31 | → |
| 980 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $10.66B | $10.66B | 68 | 2026-06-30 | → |
| 981 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | $10.60B | $10.60B | 325 | 2026-06-30 | → |
| 982 | ADVISORY SERVICES NETWORK, LLC | 146051 | $10.60B | $10.60B | 268 | 2026-06-30 | → |
| 983 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $10.58B | $10.58B | 30 | 2026-06-30 | → |
| 984 | JAMES HAMBRO & PARTNERS LLP | 286283 | $10.56B | $10.56B | 166 | 2025-11-30 | → |
| 985 | COOKE & BIELER, L.P. | 113859 | $10.56B | $10.56B | 32 | 2026-03-31 | → |
| 986 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $10.54B | $10.54B | 27 | 2026-05-31 | → |
| 987 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | $10.53B | $10.53B | 292 | 2026-03-31 | → |
| 988 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | $10.53B | $10.53B | 52 | 2026-03-31 | → |
| 989 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $10.49B | $10.49B | 30 | 2026-03-31 | → |
| 990 | ABS INVESTMENT MANAGEMENT LLC | 127290 | $10.48B | $10.48B | 47 | 2026-06-30 | → |
| 991 | MAJEDIE ASSET MANAGEMENT LIMITED | 284796 | $10.48B | $10.48B | 61 | 2024-12-31 | → |
| 992 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $10.47B | $10.47B | 42 | 2026-03-31 | → |
| 993 | CARLYLE AVIATION PDP MANAGEMENT LLC | 305746 | $10.40B | $10.40B | 124 | 2026-03-31 | → |
| 994 | PINNACLE ASSOCIATES, LTD. | 110631 | $10.39B | $10.39B | 69 | 2026-03-31 | → |
| 995 | JOHNSON WEALTH INC. | 125557 | $10.35B | $10.35B | 142 | 2026-03-31 | → |
| 996 | SHUSTER ADVISORY GROUP, LLC | 170233 | $10.32B | $10.32B | 15 | 2026-05-31 | → |
| 997 | PARALLEL ADVISORS, LLC | 140800 | $10.31B | $10.31B | 137 | 2026-06-30 | → |
| 998 | LANSDOWNE PARTNERS (UK) LLP | 172244 | $10.30B | $10.30B | 53 | 2026-06-30 | → |
| 999 | RIDGEMONT PARTNERS MANAGEMENT, LLC | 157421 | $10.26B | $10.26B | 61 | 2026-03-31 | → |
| 1000 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | $10.25B | $10.25B | 84 | 2026-03-31 | → |
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