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 | |
|---|---|---|---|---|---|---|---|
| 801 | CV ADVISORS LLC | 164817 | $15.08B | $15.08B | 82 | 2026-04-30 | → |
| 802 | SETANTA ASSET MANAGEMENT LTD | 281781 | $15.02B | $15.02B | 24 | 2025-03-31 | → |
| 803 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $14.97B | $14.97B | 73 | 2026-06-30 | → |
| 804 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $14.89B | $14.89B | 56 | 2026-03-31 | → |
| 805 | TROY ASSET MANAGEMENT LTD | 319174 | $14.80B | $14.80B | 43 | 2025-06-30 | → |
| 806 | CI GLOBAL INVESTMENTS INC. | 156752 | $14.74B | $14.74B | 2 | 2026-03-31 | → |
| 807 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $14.73B | $14.73B | 52 | 2026-06-30 | → |
| 808 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $14.73B | $14.73B | 17 | 2026-03-31 | → |
| 809 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $14.70B | $14.70B | 23 | 2026-04-30 | → |
| 810 | DIGITAL BRIDGE ADVISORS, LLC | 291394 | $14.60B | $14.60B | 174 | 2026-05-31 | → |
| 811 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 812 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | $14.57B | $14.57B | 137 | 2026-05-31 | → |
| 813 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $14.54B | $14.54B | 120 | 2026-06-30 | → |
| 814 | PAAMCO PRISMA, LLC | 108989 | $14.45B | $14.45B | 37 | 2026-05-31 | → |
| 815 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | 156925 | $14.45B | $14.45B | 166 | 2026-05-31 | → |
| 816 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $14.43B | $14.43B | 158 | 2026-03-31 | → |
| 817 | PINE RIDGE ADVISERS LLC | 296362 | $14.42B | $14.42B | 14 | 2026-03-31 | → |
| 818 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $14.38B | $14.38B | 39 | 2026-03-31 | → |
| 819 | AUSBIL INVESTMENT MANAGEMENT LIMITED | 289468 | $14.35B | $14.35B | 72 | 2026-03-31 | → |
| 820 | M&G INVESTMENTS (USA) INC. | 305254 | $14.32B | $14.32B | 47 | 2026-03-31 | → |
| 821 | INFRARED CAPITAL PARTNERS LIMITED | 161187 | $14.30B | $14.30B | 148 | 2026-05-31 | → |
| 822 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $14.28B | $14.28B | 81 | 2026-03-31 | → |
| 823 | BSP NY LLC | 128557 | $14.24B | $14.24B | 18 | 2026-03-31 | → |
| 824 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $14.23B | $14.23B | 137 | 2026-06-30 | → |
| 825 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $14.20B | $14.20B | 79 | 2026-03-31 | → |
| 826 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $14.15B | $14.15B | 105 | 2026-03-31 | → |
| 827 | APTUS CAPITAL ADVISORS, LLC | 167626 | $14.14B | $14.14B | 40 | 2026-03-31 | → |
| 828 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $14.09B | $14.09B | 39 | 2026-05-31 | → |
| 829 | PRIME BUCHHOLZ LLC | 106455 | $14.07B | $14.07B | 127 | 2026-03-31 | → |
| 830 | CIRCLE WEALTH MANAGEMENT, LLC | 142878 | $14.07B | $14.07B | 23 | 2026-04-30 | → |
| 831 | RELATED FUND MANAGEMENT, LLC | 156543 | $14.02B | $14.02B | 69 | 2026-03-31 | → |
| 832 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $13.99B | $13.99B | 78 | 2026-06-30 | → |
| 833 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $13.93B | $13.93B | 207 | 2026-03-31 | → |
| 834 | ULLICO INVESTMENT ADVISORS, INC. | 106628 | $13.92B | $13.92B | 92 | 2026-03-31 | → |
| 835 | MISSION WEALTH MANAGEMENT, LP | 113057 | $13.91B | $13.91B | 184 | 2026-04-30 | → |
| 836 | ADVISOR PARTNERS II, LLC | 321633 | $13.91B | $13.91B | 26 | 2026-03-31 | → |
| 837 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | $13.88B | $13.88B | 200 | 2026-03-31 | → |
| 838 | LIBREMAX CAPITAL, LLC | 155486 | $13.87B | $13.87B | 74 | 2026-03-31 | → |
| 839 | CAPACUITY LLC | 297679 | $13.87B | $13.87B | 40 | 2026-03-31 | → |
| 840 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $13.84B | $13.84B | 92 | 2026-03-31 | → |
| 841 | GRESHAM PARTNERS, LLC | 108668 | $13.80B | $13.80B | 67 | 2026-03-31 | → |
| 842 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $13.78B | $13.78B | 86 | 2026-05-31 | → |
| 843 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $13.76B | $13.76B | 26 | 2026-03-31 | → |
| 844 | SAPIENT CAPITAL LLC | 324899 | $13.76B | $13.76B | 59 | 2026-03-31 | → |
| 845 | TRUSTON ASSET MANAGEMENT CO., LTD. | 161610 | $13.75B | $13.75B | 103 | 2026-02-28 | → |
| 846 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.75B | $13.75B | 797 | 2026-03-31 | → |
| 847 | ARISTEIA CAPITAL, LLC | 135986 | $13.73B | $13.73B | 65 | 2026-03-31 | → |
| 848 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $13.72B | $13.72B | 10 | 2026-03-31 | → |
| 849 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $13.70B | $13.70B | 100 | 2026-03-31 | → |
| 850 | COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED | 161061 | $13.66B | $13.66B | 55 | 2025-12-31 | → |
| 851 | FIRST HORIZON ADVISORS, INC | 17117 | $13.62B | $13.62B | 239 | 2025-07-31 | → |
| 852 | ANTIPODES PARTNERS LIMITED | 299380 | $13.53B | $13.53B | 80 | 2025-09-30 | → |
| 853 | RIVERSIDE PARTNERS, LLC | 160523 | $13.53B | $13.53B | 248 | 2026-03-31 | → |
| 854 | ALPHA ARCHITECT, LLC | 153905 | $13.50B | $13.50B | 12 | 2026-06-30 | → |
| 855 | TREXQUANT INVESTMENT LP | 170476 | $13.48B | $13.48B | 167 | 2026-03-31 | → |
| 856 | INVESCO REAL ESTATE MANAGEMENT S.À R.L. | 286069 | $13.46B | $13.46B | 43 | 2025-03-31 | → |
| 857 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.45B | $13.45B | 211 | 2026-06-30 | → |
| 858 | THE MATHER GROUP, LLC | 156005 | $13.45B | $13.45B | 186 | 2026-04-30 | → |
| 859 | ACORNS ADVISERS, LLC | 165926 | $13.39B | $13.39B | 302 | 2026-03-31 | → |
| 860 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $13.35B | $13.35B | 46 | 2026-03-31 | → |
| 861 | FIRST SENTIER INVESTORS (UK) IM LIMITED | 281323 | $13.27B | $13.27B | 314 | 2026-03-31 | → |
| 862 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $13.24B | $13.24B | 120 | 2026-05-31 | → |
| 863 | G10 CAPITAL LIMITED | 269881 | $13.14B | $13.14B | 80 | 2026-03-31 | → |
| 864 | POST ADVISORY GROUP, LLC | 108860 | $13.03B | $13.03B | 49 | 2026-05-31 | → |
| 865 | IRRADIANT PARTNERS, LP | 315416 | $13.03B | $13.03B | 45 | 2025-04-30 | → |
| 866 | NOMURA ASSET MANAGEMENT SINGAPORE LIMITED | 110813 | $13.02B | $13.02B | 43 | 2025-06-30 | → |
| 867 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | $12.99B | $12.99B | 11 | 2026-03-31 | → |
| 868 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | $12.97B | $12.97B | 48 | 2026-01-31 | → |
| 869 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $12.97B | $12.97B | 31 | 2026-05-31 | → |
| 870 | SAROFIM TRUST CO., LTA | 106590 | $12.96B | $12.96B | 26 | 2026-05-31 | → |
| 871 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $12.96B | $12.96B | 178 | 2026-04-30 | → |
| 872 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $12.96B | $12.96B | 16 | 2026-05-31 | → |
| 873 | STATE FARM INVESTMENT MANAGEMENT CORP. | 3487 | $12.94B | $12.94B | 7,930 | 2026-04-30 | → |
| 874 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $12.93B | $12.93B | 68 | 2026-03-31 | → |
| 875 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | $12.93B | $12.93B | 624 | 2026-03-31 | → |
| 876 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | $12.88B | $12.88B | 82 | 2026-05-31 | → |
| 877 | PACIFIC CAPITAL PARTNERS LIMITED | 305066 | $12.88B | $12.88B | 62 | 2025-09-30 | → |
| 878 | CITIZENS SECURITIES, INC. | 39550 | $12.87B | $12.87B | 471 | 2026-04-30 | → |
| 879 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $12.85B | $12.85B | 46 | 2026-03-31 | → |
| 880 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | 107153 | $12.84B | $12.84B | 109 | 2026-06-30 | → |
| 881 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $12.82B | $12.82B | 39 | 2026-03-31 | → |
| 882 | ARIEL INVESTMENTS, LLC | 108211 | $12.78B | $12.78B | 109 | 2026-04-30 | → |
| 883 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $12.77B | $12.77B | 193 | 2025-12-31 | → |
| 884 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 20804 | $12.77B | $12.77B | 620 | 2026-06-30 | → |
| 885 | SECOR INVESTMENT ADVISORS, LP | 155235 | $12.76B | $12.76B | 44 | 2026-04-30 | → |
| 886 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $12.76B | $12.76B | 93 | 2026-03-31 | → |
| 887 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | $12.75B | $12.75B | 405 | 2026-03-31 | → |
| 888 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $12.75B | $12.75B | 53 | 2026-04-30 | → |
| 889 | LINGOTTO INVESTMENT MANAGEMENT LLP | 324295 | $12.71B | $12.71B | 35 | 2026-04-30 | → |
| 890 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $12.56B | $12.56B | 79 | 2026-06-30 | → |
| 891 | APPLETON PARTNERS, INC. | 110049 | $12.55B | $12.55B | 59 | 2026-03-31 | → |
| 892 | THE CAPROCK GROUP, LLC | 124272 | $12.48B | $12.48B | 67 | 2026-03-31 | → |
| 893 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $12.47B | $12.47B | 52 | 2026-04-30 | → |
| 894 | WESTWOOD MANAGEMENT CORP | 110269 | $12.46B | $12.46B | 95 | 2026-03-31 | → |
| 895 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $12.44B | $12.44B | 333 | 2025-09-30 | → |
| 896 | ROYCE & ASSOCIATES, LP | 107689 | $12.41B | $12.41B | 89 | 2026-02-28 | → |
| 897 | NEUBERGER BERMAN CANADA ULC | 284803 | $12.39B | $12.39B | 27 | 2026-04-30 | → |
| 898 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $12.27B | $12.27B | 48 | 2025-12-31 | → |
| 899 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $12.24B | $12.24B | 53 | 2026-03-31 | → |
| 900 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $12.24B | $12.24B | 12 | 2026-03-31 | → |
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