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 | |
|---|---|---|---|---|---|---|---|
| 401 | AE WEALTH MANAGEMENT, LLC | 282580 | $49.84B | $49.84B | 630 | 2026-06-30 | → |
| 402 | CRESCENT CAPITAL GROUP LP | 153966 | $49.71B | $49.71B | 239 | 2026-05-31 | → |
| 403 | ICG INVESTMENTS INC | 162589 | $49.69B | $49.69B | 94 | 2026-03-31 | → |
| 404 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $49.31B | $49.31B | 133 | 2026-04-30 | → |
| 405 | BRIDGE MULTIFAMILY FUND MANAGER LLC | 159127 | $49.30B | $49.30B | 610 | 2026-04-30 | → |
| 406 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $48.84B | $48.84B | 255 | 2026-06-30 | → |
| 407 | INVESCO MANAGEMENT S.A. | 143238 | $48.69B | $48.69B | 357 | 2026-03-31 | → |
| 408 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 409 | GTCR LLC | 159545 | $48.64B | $48.64B | 204 | 2026-03-31 | → |
| 410 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | 105455 | $48.44B | $48.44B | 123 | 2026-03-31 | → |
| 411 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | 145508 | $48.31B | $48.31B | 730 | 2026-03-31 | → |
| 412 | THRIVENT ASSET MANAGEMENT, LLC | 137751 | $47.99B | $47.99B | 426 | 2026-03-31 | → |
| 413 | PORTFOLIO ADVISORS LLC | 105981 | $47.84B | $47.84B | 164 | 2026-03-31 | → |
| 414 | WEALTHFRONT ADVISERS LLC | 148456 | $47.73B | $47.73B | 432 | 2026-05-31 | → |
| 415 | PLATINUM EQUITY ADVISORS, LLC | 161491 | $47.72B | $47.72B | 253 | 2026-05-31 | → |
| 416 | BUCK GLOBAL, LLC | 108695 | $47.61B | $47.61B | 625 | 2025-03-31 | → |
| 417 | STEPSTONE GROUP EUROPE ALTERNATIVE INVESTMENTS LIMITED | 284947 | $47.29B | $47.29B | 140 | 2026-06-30 | → |
| 418 | MARQUETTE ASSOCIATES, INC. | 21572 | $47.06B | $47.06B | 147 | 2026-05-31 | → |
| 419 | FRANCISCO PARTNERS MANAGEMENT, L.P. | 160272 | $47.05B | $47.05B | 140 | 2026-03-31 | → |
| 420 | NLG CAPITAL, LLC | 109396 | $46.55B | $46.55B | 54 | 2026-03-31 | → |
| 421 | NEW MOUNTAIN CAPITAL, L.L.C. | 161394 | $46.41B | $46.41B | 235 | 2026-03-31 | → |
| 422 | SILVER POINT CAPITAL, L.P. | 157738 | $46.23B | $46.23B | 357 | 2026-05-31 | → |
| 423 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $46.11B | $46.11B | 2,278 | 2025-03-31 | → |
| 424 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $46.06B | $46.06B | 250 | 2026-06-30 | → |
| 425 | CANTERBURY CONSULTING INCORPORATED | 22875 | $45.88B | $45.88B | 64 | 2026-05-31 | → |
| 426 | TIDAL INVESTMENTS LLC | 164201 | $45.83B | $45.83B | 207 | 2026-03-31 | → |
| 427 | GENERAL CATALYST GROUP MANAGEMENT, LLC | 162548 | $45.50B | $45.50B | 211 | 2026-03-31 | → |
| 428 | CHEVY CHASE TRUST COMPANY | 110742 | $44.93B | $44.93B | 119 | 2026-03-31 | → |
| 429 | MEAG NEW YORK CORPORATION | 321962 | $44.87B | $44.87B | 46 | 2026-05-31 | → |
| 430 | CIFC ASSET MANAGEMENT LLC | 159172 | $44.58B | $44.58B | 200 | 2026-05-31 | → |
| 431 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $44.36B | $44.36B | 65 | 2025-09-30 | → |
| 432 | PRIVATE ADVISOR GROUP, LLC | 155216 | $44.33B | $44.33B | 674 | 2026-06-30 | → |
| 433 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $44.30B | $44.30B | 182 | 2026-03-31 | → |
| 434 | PANAGORA ASSET MANAGEMENT INC | 105201 | $44.13B | $44.13B | 110 | 2026-03-31 | → |
| 435 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | $44.11B | $44.11B | 753 | 2026-05-31 | → |
| 436 | CALAMOS ADVISORS LLC | 105758 | $43.89B | $43.89B | 300 | 2026-04-30 | → |
| 437 | APOGEM CAPITAL LLC | 309234 | $43.82B | $43.82B | 259 | 2026-05-31 | → |
| 438 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $43.54B | $43.54B | 170 | 2026-04-30 | → |
| 439 | ELEMENT CAPITAL MANAGEMENT LLC | 160309 | $43.43B | $43.43B | 64 | 2026-03-31 | → |
| 440 | POLAR CAPITAL LLP | 136133 | $43.26B | $43.26B | 196 | 2026-06-30 | → |
| 441 | NEWEDGE ADVISORS, LLC | 171351 | $43.21B | $43.21B | 1,073 | 2026-06-30 | → |
| 442 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $43.00B | $43.00B | 225 | 2026-03-31 | → |
| 443 | PACIFIC LIFE FUND ADVISORS LLC | 105169 | $42.81B | $42.81B | 20 | 2026-03-31 | → |
| 444 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | $42.71B | $42.71B | 189 | 2026-05-31 | → |
| 445 | EARNEST PARTNERS LLC | 107926 | $42.61B | $42.61B | 47 | 2026-06-30 | → |
| 446 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $42.59B | $42.59B | 52 | 2025-12-31 | → |
| 447 | LIDO ADVISORS, LLC | 269866 | $42.50B | $42.50B | 437 | 2026-06-30 | → |
| 448 | EQUITABLE ADVISORS, LLC | 6627 | $42.48B | $42.48B | 5,674 | 2026-05-31 | → |
| 449 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $42.39B | $42.39B | 63 | 2026-05-31 | → |
| 450 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $42.34B | $42.34B | 134 | 2026-03-31 | → |
| 451 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $42.29B | $42.29B | 30 | 2026-04-30 | → |
| 452 | SUNAMERICA ASSET MANAGEMENT, LLC | 107338 | $42.16B | $42.16B | 57 | 2026-05-31 | → |
| 453 | SUMMIT PARTNERS, L.P. | 135271 | $42.01B | $42.01B | 218 | 2026-03-31 | → |
| 454 | D.A. DAVIDSON & CO. | 199 | $41.84B | $41.84B | 990 | 2026-01-31 | → |
| 455 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | $41.56B | $41.56B | 70 | 2026-03-31 | → |
| 456 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $41.48B | $41.48B | 94 | 2026-06-30 | → |
| 457 | ABRDN INC. | 111069 | $41.48B | $41.48B | 193 | 2026-03-31 | → |
| 458 | NINETY ONE NORTH AMERICA, INC. | 167922 | $41.47B | $41.47B | 68 | 2026-06-30 | → |
| 459 | PARNASSUS INVESTMENTS, LLC | 316904 | $41.09B | $41.09B | 87 | 2026-03-31 | → |
| 460 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $40.94B | $40.94B | 278 | 2026-03-31 | → |
| 461 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $40.90B | $40.90B | 151 | 2026-05-31 | → |
| 462 | MORGAN STANLEY AIP GP LP | 117050 | $40.85B | $40.85B | 200 | 2026-03-31 | → |
| 463 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $40.83B | $40.83B | 27 | 2026-01-31 | → |
| 464 | HUDSON BAY CAPITAL MANAGEMENT LP | 155910 | $40.71B | $40.71B | 418 | 2026-03-31 | → |
| 465 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $40.65B | $40.65B | 149 | 2026-04-30 | → |
| 466 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $40.58B | $40.58B | 103 | 2026-03-31 | → |
| 467 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $40.52B | $40.52B | 122 | 2026-06-30 | → |
| 468 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | $40.36B | $40.36B | 83 | 2026-03-31 | → |
| 469 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $40.33B | $40.33B | 177 | 2026-03-31 | → |
| 470 | ABRDN ASIA LIMITED | 124509 | $40.27B | $40.27B | 165 | 2026-06-30 | → |
| 471 | CALVERT RESEARCH AND MANAGEMENT | 285127 | $40.26B | $40.26B | 64 | 2026-03-31 | → |
| 472 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $40.25B | $40.25B | 193 | 2026-04-30 | → |
| 473 | IFM INVESTORS (US) ADVISOR, LLC | 146366 | $40.23B | $40.23B | 157 | 2025-12-31 | → |
| 474 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $40.18B | $40.18B | 130 | 2026-03-31 | → |
| 475 | D1 CAPITAL PARTNERS L.P. | 297298 | $40.16B | $40.16B | 79 | 2026-03-31 | → |
| 476 | CHEYNE CAPITAL MANAGEMENT (UK) LLP | 158991 | $39.92B | $39.92B | 152 | 2026-06-30 | → |
| 477 | ALPINVEST PARTNERS B.V. | 159215 | $39.88B | $39.88B | 289 | 2026-03-31 | → |
| 478 | BAMCO, INC. | 110789 | $39.51B | $39.51B | 221 | 2026-05-31 | → |
| 479 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $39.36B | $39.36B | 134 | 2026-03-31 | → |
| 480 | COPENHAGEN INFRASTRUCTURE PARTNERS INC. | 321116 | $39.35B | $39.35B | 47 | 2026-03-31 | → |
| 481 | EQT PARTNERS INC. | 160179 | $39.20B | $39.20B | 192 | 2026-03-31 | → |
| 482 | MASON STREET ADVISORS, LLC | 114085 | $39.08B | $39.08B | 13 | 2026-03-31 | → |
| 483 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $38.82B | $38.82B | 405 | 2026-05-31 | → |
| 484 | LINDEN ADVISORS LP | 135431 | $38.78B | $38.78B | 48 | 2026-03-31 | → |
| 485 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $38.77B | $38.77B | 859 | 2026-03-31 | → |
| 486 | MS CAPITAL PARTNERS ADVISER INC. | 147521 | $38.76B | $38.76B | 209 | 2026-05-31 | → |
| 487 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $38.61B | $38.61B | 244 | 2026-03-31 | → |
| 488 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | $38.57B | $38.57B | 32 | 2026-06-30 | → |
| 489 | JARISLOWSKY, FRASER LIMITED | 107390 | $38.23B | $38.23B | 225 | 2025-05-31 | → |
| 490 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20472 | $37.93B | $37.93B | 1,293 | 2026-04-30 | → |
| 491 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | $37.70B | $37.70B | 31 | 2026-03-31 | → |
| 492 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $37.56B | $37.56B | 50 | 2026-06-30 | → |
| 493 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $37.50B | $37.50B | 195 | 2026-03-31 | → |
| 494 | VOYA RETIREMENT ADVISORS, LLC | 3989 | $37.47B | $37.47B | 121 | 2026-03-31 | → |
| 495 | OSAIC FA, INC. | 3978 | $37.13B | $37.13B | 1,607 | 2025-01-31 | → |
| 496 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | $37.04B | $37.04B | 79 | 2026-05-31 | → |
| 497 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | $36.98B | $36.98B | 200 | 2026-03-31 | → |
| 498 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 499 | 55I, LLC | 286620 | $36.74B | $36.74B | 86 | 2026-06-30 | → |
| 500 | OPPENHEIMER & CO. INC. | 249 | $36.71B | $36.71B | 2,806 | 2026-06-30 | → |
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