Research Report · 2026-06-30
Registered Investment Advisers with Other Adviser Affiliations
SEC-registered investment advisers that report a related investment adviser affiliation, ranked by AUM.
Firms
1,000
Total AUM
$149.26T
Median AUM
$36.69B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $78.52B | $78.52B | 377 | 2026-05-31 | → |
| 302 | VIKING GLOBAL INVESTORS LP | 132272 | $78.20B | $78.20B | 274 | 2026-06-30 | → |
| 303 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $77.96B | $77.96B | 319 | 2026-03-31 | → |
| 304 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $77.40B | $77.40B | 575 | 2026-03-31 | → |
| 305 | TRUIST ADVISORY SERVICES, INC. | 283390 | $77.39B | $77.39B | 2,461 | 2026-06-30 | → |
| 306 | PINEBRIDGE INVESTMENTS LLC | 285211 | $76.73B | $76.73B | 239 | 2026-05-31 | → |
| 307 | PGIM LIMITED | 160005 | $76.45B | $76.45B | 299 | 2026-03-31 | → |
| 308 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $76.41B | $76.41B | 207 | 2026-03-31 | → |
| 309 | BAIN CAPITAL CREDIT, LP | 134852 | $76.30B | $76.30B | 682 | 2026-05-31 | → |
| 310 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $76.06B | $76.06B | 116 | 2026-03-31 | → |
| 311 | TWO SIGMA ADVISERS, LP | 152254 | $74.26B | $74.26B | 101 | 2026-01-31 | → |
| 312 | BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. | 171207 | $73.82B | $73.82B | 1,402 | 2026-03-31 | → |
| 313 | CLARION PARTNERS, LLC | 108803 | $73.68B | $73.68B | 321 | 2026-02-28 | → |
| 314 | RBC ROCHDALE, LLC | 117198 | $72.96B | $72.96B | 269 | 2026-05-31 | → |
| 315 | JPMORGAN FUNDS LIMITED | 172045 | $72.40B | $72.40B | 0 | 2026-05-31 | → |
| 316 | H.I.G. CAPITAL, LLC | 160711 | $72.33B | $72.33B | 1,039 | 2026-03-31 | → |
| 317 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $71.83B | $71.83B | 163 | 2026-05-31 | → |
| 318 | CAXTON ASSOCIATES LLP | 333153 | $71.56B | $71.56B | 130 | 2026-06-30 | → |
| 319 | TIAA-CREF TUITION FINANCING, INC. | 108580 | $70.51B | $70.51B | 65 | 2026-06-30 | → |
| 320 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $70.45B | $70.45B | 677 | 2026-03-31 | → |
| 321 | ADAGE CAPITAL MANAGEMENT, L.P. | 160679 | $70.44B | $70.44B | 62 | 2026-03-31 | → |
| 322 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $70.33B | $70.33B | 236 | 2026-06-30 | → |
| 323 | MEEDER PUBLIC FUNDS, INC. | 106816 | $70.16B | $70.16B | 77 | 2026-06-30 | → |
| 324 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $70.14B | $70.14B | 320 | 2026-06-30 | → |
| 325 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $69.79B | $69.79B | 255 | 2026-03-31 | → |
| 326 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $69.23B | $69.23B | 186 | 2026-03-31 | → |
| 327 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $69.09B | $69.09B | 101 | 2026-03-31 | → |
| 328 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $68.60B | $68.60B | 569 | 2026-04-30 | → |
| 329 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | 16009 | $68.59B | $68.59B | 192 | 2026-03-31 | → |
| 330 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $68.38B | $68.38B | 382 | 2026-03-31 | → |
| 331 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $68.22B | $68.22B | 408 | 2026-03-31 | → |
| 332 | AHL PARTNERS LLP | 167882 | $68.02B | $68.02B | 144 | 2026-06-30 | → |
| 333 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $67.88B | $67.88B | 130 | 2026-05-31 | → |
| 334 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $67.84B | $67.84B | 610 | 2026-06-30 | → |
| 335 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $67.64B | $67.64B | 240 | 2026-03-31 | → |
| 336 | STONE POINT CAPITAL LLC | 156521 | $67.63B | $67.63B | 121 | 2026-03-31 | → |
| 337 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $66.93B | $66.93B | 39 | 2026-06-30 | → |
| 338 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $66.67B | $66.67B | 162 | 2026-03-31 | → |
| 339 | ADAMS STREET PARTNERS, LLC | 109358 | $66.49B | $66.49B | 318 | 2026-06-30 | → |
| 340 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $66.46B | $66.46B | 90 | 2026-06-30 | → |
| 341 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $65.94B | $65.94B | 53 | 2026-05-31 | → |
| 342 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
| 343 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $65.44B | $65.44B | 157 | 2026-05-31 | → |
| 344 | BLUE OWL CREDIT ADVISORS LLC | 282575 | $64.86B | $64.86B | 250 | 2026-03-31 | → |
| 345 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $64.84B | $64.84B | 305 | 2026-06-30 | → |
| 346 | GLG PARTNERS LP | 163016 | $64.51B | $64.51B | 82 | 2026-06-30 | → |
| 347 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $64.28B | $64.28B | 492 | 2026-03-31 | → |
| 348 | BAYVIEW ASSET MANAGEMENT, LLC | 157053 | $64.21B | $64.21B | 556 | 2026-05-31 | → |
| 349 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $62.67B | $62.67B | 239 | 2026-05-31 | → |
| 350 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $62.24B | $62.24B | 103 | 2026-03-31 | → |
| 351 | CVC CREDIT PARTNERS, LLC | 138528 | $61.63B | $61.63B | 153 | 2026-05-31 | → |
| 352 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | 290954 | $61.10B | $61.10B | 285 | 2026-06-30 | → |
| 353 | EAGLE ASSET MANAGEMENT INC | 110653 | $60.65B | $60.65B | 77 | 2026-06-30 | → |
| 354 | I SQUARED CAPITAL ADVISORS (US) LLC | 168339 | $60.09B | $60.09B | 331 | 2026-03-31 | → |
| 355 | AMERICAN BEACON ADVISORS, INC. | 105552 | $59.93B | $59.93B | 121 | 2026-03-31 | → |
| 356 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $59.78B | $59.78B | 78 | 2026-04-30 | → |
| 357 | MIO PARTNERS, INC. | 108637 | $59.59B | $59.59B | 287 | 2026-03-31 | → |
| 358 | VOYA INVESTMENTS, LLC | 111091 | $59.48B | $59.48B | 104 | 2026-03-31 | → |
| 359 | VALOR MANAGEMENT LLC | 160014 | $59.32B | $59.32B | 104 | 2026-04-30 | → |
| 360 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $59.16B | $59.16B | 88 | 2026-05-31 | → |
| 361 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $59.04B | $59.04B | 94 | 2026-03-31 | → |
| 362 | MARSHALL WACE NORTH AMERICA L.P. | 135902 | $58.87B | $58.87B | 184 | 2026-05-31 | → |
| 363 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $57.92B | $57.92B | 753 | 2026-05-31 | → |
| 364 | ALPINVEST US HOLDINGS, LLC | 328458 | $57.66B | $57.66B | 289 | 2026-03-31 | → |
| 365 | MAN SOLUTIONS LIMITED | 108899 | $57.51B | $57.51B | 59 | 2026-06-30 | → |
| 366 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $57.43B | $57.43B | 51 | 2026-04-30 | → |
| 367 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $56.28B | $56.28B | 413 | 2026-03-31 | → |
| 368 | USI ADVISORS, INC. | 108113 | $56.28B | $56.28B | 79 | 2026-03-31 | → |
| 369 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $56.01B | $56.01B | 7,036 | 2026-06-30 | → |
| 370 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | $55.66B | $55.66B | 206 | 2026-06-30 | → |
| 371 | RAFFERTY ASSET MANAGEMENT, LLC | 112526 | $55.24B | $55.24B | 45 | 2026-03-31 | → |
| 372 | TA ASSOCIATES MANAGEMENT, L.P. | 156699 | $55.07B | $55.07B | 266 | 2026-05-31 | → |
| 373 | BEACON POINTE ADVISORS, LLC | 119290 | $54.87B | $54.87B | 780 | 2026-05-31 | → |
| 374 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $54.45B | $54.45B | 219 | 2026-03-31 | → |
| 375 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $54.20B | $54.20B | 177 | 2025-07-31 | → |
| 376 | SB INVESTMENT ADVISERS (US) INC. | 286323 | $53.47B | $53.47B | 194 | 2026-06-30 | → |
| 377 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $52.93B | $52.93B | 313 | 2026-04-30 | → |
| 378 | VANTAGEPOINT INVESTMENT ADVISERS, LLC | 109138 | $52.93B | $52.93B | 64 | 2026-06-30 | → |
| 379 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $52.78B | $52.78B | 177 | 2026-03-31 | → |
| 380 | SCULPTOR CAPITAL LP | 107913 | $52.68B | $52.68B | 343 | 2026-04-30 | → |
| 381 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $52.63B | $52.63B | 254 | 2026-03-31 | → |
| 382 | WALLEYE CAPITAL LLC | 161413 | $52.11B | $52.11B | 380 | 2026-04-30 | → |
| 383 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $52.10B | $52.10B | 562 | 2026-05-31 | → |
| 384 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 107322 | $52.08B | $52.08B | 355 | 2026-03-31 | → |
| 385 | CAPITAL INTERNATIONAL, INC. | 110682 | $51.92B | $51.92B | 263 | 2026-05-31 | → |
| 386 | VEST FINANCIAL LLC | 165976 | $51.81B | $51.81B | 52 | 2026-06-30 | → |
| 387 | VIRTUS INVESTMENT ADVISERS, LLC | 106982 | $51.74B | $51.74B | 1 | 2026-06-30 | → |
| 388 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $51.63B | $51.63B | 711 | 2026-03-31 | → |
| 389 | BDT CAPITAL PARTNERS, LLC | 160914 | $51.52B | $51.52B | 498 | 2026-03-31 | → |
| 390 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | $51.26B | $51.26B | 49 | 2026-04-30 | → |
| 391 | PNC CAPITAL ADVISORS LLC | 151829 | $50.88B | $50.88B | 258 | 2026-03-31 | → |
| 392 | CWM, LLC | 155344 | $50.58B | $50.58B | 1,416 | 2026-06-30 | → |
| 393 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $50.54B | $50.54B | 585 | 2026-03-31 | → |
| 394 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | $50.51B | $50.51B | 190 | 2026-04-30 | → |
| 395 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $50.44B | $50.44B | 161 | 2026-06-30 | → |
| 396 | HOLOCENE ADVISORS, LP | 287999 | $50.43B | $50.43B | 115 | 2026-03-31 | → |
| 397 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $50.42B | $50.42B | 122 | 2026-03-31 | → |
| 398 | HALL CAPITAL PARTNERS LLC | 106759 | $50.30B | $50.30B | 175 | 2025-03-31 | → |
| 399 | SEGAL ADVISORS, INC. | 114687 | $50.15B | $50.15B | 112 | 2026-03-31 | → |
| 400 | LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 160187 | $50.01B | $50.01B | 132 | 2026-05-31 | → |
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