Research Report · 2026-06-30
Registered Investment Advisers with the Strongest Institutional-to-Wealth Mix
SEC-registered investment advisers ranked by institutional client assets relative to wealth client assets.
Firms
1,000
Total AUM
$46.73T
Median AUM
$1.70B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional / Wealth Asset Ratio↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FIRST PACIFIC ADVISORS, LP | 141823 | 807,766.1 | $32.00B | 73 | 2026-03-31 | → |
| 2 | PPM AMERICA, INC. | 107269 | 50,995 | $93.79B | 217 | 2026-05-31 | → |
| 3 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | 26,858.5 | $4.25B | 20 | 2026-03-31 | → |
| 4 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | 24,799.6 | $3.44B | 13 | 2026-03-31 | → |
| 5 | FIDUCIARY SERVICES LLC | 314777 | 22,513 | $1.26B | 7 | 2025-03-31 | → |
| 6 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | 18,648.8 | $24.05B | 94 | 2026-06-30 | → |
| 7 | GAMMA INVESTING LLC | 312573 | 16,639.1 | $2.28B | 7 | 2026-03-31 | → |
| 8 | PINVEST LLC | 331586 | 15,990.9 | $377.5M | 4 | 2026-06-30 | → |
| 9 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | 15,116 | $76.41B | 207 | 2026-03-31 | → |
| 10 | SEVENONESEVEN CAPITAL MANAGEMENT, LTD | 305092 | 10,895.8 | $922.7M | 4 | 2026-03-31 | → |
| 11 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | 10,809.9 | $15.72B | 99 | 2026-03-31 | → |
| 12 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 9,881.9 | $563.78B | 956 | 2026-05-31 | → |
| 13 | MEEDER PUBLIC FUNDS, INC. | 106816 | 6,196.6 | $70.16B | 77 | 2026-06-30 | → |
| 14 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | 5,523.1 | $59.04B | 94 | 2026-03-31 | → |
| 15 | PICTET ASSET MANAGEMENT SA | 140074 | 5,344.3 | $330.70B | 549 | 2026-06-30 | → |
| 16 | HUDSON EDGE INVESTMENT PARTNERS, INC. | 104870 | 5,135.4 | $2.95B | 16 | 2026-04-30 | → |
| 17 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | 2,704.4 | $111.72B | 122 | 2026-03-31 | → |
| 18 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | 2,690.9 | $26.12B | 82 | 2026-05-31 | → |
| 19 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | 2,061 | $162.89B | 45 | 2026-03-31 | → |
| 20 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | 1,971.8 | $13.35B | 46 | 2026-03-31 | → |
| 21 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | 1,915.8 | $76.17B | 23 | 2026-03-31 | → |
| 22 | MAINSTREET INVESTMENT ADVISORS LLC | 146615 | 1,865 | $5.86B | 26 | 2026-03-31 | → |
| 23 | CERITY PARTNERS OCIO LLC | 151916 | 1,840.2 | $21.13B | 61 | 2026-03-31 | → |
| 24 | ADDENDA CAPITAL INC. | 137034 | 1,769.8 | $29.02B | 163 | 2026-03-31 | → |
| 25 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | 1,741.4 | $35.09B | 10 | 2026-03-31 | → |
| 26 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | 1,716.2 | $24.09B | 30 | 2026-06-30 | → |
| 27 | AEW CAPITAL MANAGEMENT LP | 108633 | 1,715.9 | $3.02B | 250 | 2026-03-31 | → |
| 28 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | 1,706 | $5.87B | 5 | 2026-03-31 | → |
| 29 | FOUNDRY PARTNERS, LLC | 164863 | 1,624.1 | $2.05B | 17 | 2025-03-31 | → |
| 30 | APOGEM CAPITAL LLC | 309234 | 1,512.6 | $43.82B | 259 | 2026-05-31 | → |
| 31 | CONCISE CAPITAL MANAGEMENT, LP | 145778 | 1,508.2 | $838.6M | 12 | 2026-05-31 | → |
| 32 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | 1,496.3 | $65.60B | 388 | 2026-04-30 | → |
| 33 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | 1,405.9 | $20.14B | 1 | 2026-03-31 | → |
| 34 | CONCORD ADVISORY GROUP LTD | 107291 | 1,365.3 | $46.19B | 34 | 2026-03-31 | → |
| 35 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | 1,364.9 | $85.59B | 155 | 2026-06-30 | → |
| 36 | ANCORA RETIREMENT PLAN ADVISORS, LLC | 31256 | 1,344.4 | $1.53B | 41 | 2026-03-31 | → |
| 37 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | 1,304.2 | $18.30B | 27 | 2026-03-31 | → |
| 38 | CAPITAL ADVISORS GROUP, INC | 112000 | 1,287.2 | $23.03B | 33 | 2026-03-31 | → |
| 39 | OPTIMUM QUANTVEST CORPORATION | 301469 | 1,260.1 | $695.1M | 4 | 2026-03-31 | → |
| 40 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | 1,244 | $3.03B | 19 | 2026-03-31 | → |
| 41 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | 1,233.2 | $199.66B | 452 | 2026-05-31 | → |
| 42 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | 1,222.8 | $5.89B | 27 | 2026-05-31 | → |
| 43 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 310106 | 1,221.4 | $844.8M | 6 | 2026-02-28 | → |
| 44 | SBI FUNDS MANAGEMENT LIMITED | 142968 | 1,148.3 | $219.93B | 2,463 | 2026-06-30 | → |
| 45 | FINANCIAL INTEGRITY ADVISORS, LLC | 130458 | 1,139.5 | $3.96B | 2 | 2026-03-31 | → |
| 46 | PARKWAY ADVISORS, L.P. | 112629 | 1,118.8 | $4.13B | 16 | 2026-03-31 | → |
| 47 | NEW CENTURY ADVISORS, LLC | 122478 | 1,078.6 | $4.31B | 18 | 2026-03-31 | → |
| 48 | BROWN CAPITAL MANAGEMENT, LLC | 105633 | 1,021.7 | $4.54B | 37 | 2026-03-31 | → |
| 49 | INVESCO HONG KONG LIMITED | 109923 | 944 | $26.20B | 226 | 2026-03-31 | → |
| 50 | BULLSEYE ASSET MANAGEMENT LLC | 153990 | 892.9 | $183.9M | 2 | 2026-06-30 | → |
| 51 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | 845.5 | $29.38B | 120 | 2026-05-31 | → |
| 52 | LITTLE RIVER CAPITAL PARTNERS, LP. | 331057 | 826.7 | $160.1M | 8 | 2026-05-31 | → |
| 53 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | 114922 | 823 | $2.84B | 0 | 2026-03-31 | → |
| 54 | NISA INVESTMENT ADVISORS, LLC | 107313 | 790.4 | $343.89B | 417 | 2026-03-31 | → |
| 55 | RETIREMENT WELLNESS GROUP LLC | 297255 | 787.6 | $526.6M | 2 | 2026-03-31 | → |
| 56 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | 784.7 | $122.06B | 354 | 2025-03-31 | → |
| 57 | MERCURY ADVISORY, LLC | 308960 | 772.6 | $17.94B | 7 | 2026-05-31 | → |
| 58 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | 751.1 | $85.67B | 367 | 2026-04-30 | → |
| 59 | ARIS INVESTING LLC | 325320 | 735.6 | $3.31B | 32 | 2026-06-30 | → |
| 60 | PGIM, INC. | 105676 | 728.9 | $1.13T | 1,990 | 2026-04-30 | → |
| 61 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | 660 | $17.66B | 32 | 2026-03-31 | → |
| 62 | MUDRICK CAPITAL MANAGEMENT, LP | 161012 | 638.3 | $3.28B | 35 | 2026-06-30 | → |
| 63 | TOWNSQUARE CAPITAL, LLC | 288576 | 637.6 | $18.07B | 53 | 2026-03-31 | → |
| 64 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | 634.8 | $71.83B | 163 | 2026-05-31 | → |
| 65 | RATSON ADVISORY LLC | 330091 | 613.8 | $2.39B | 2 | 2026-02-28 | → |
| 66 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | 572.7 | $862.7M | 8 | 2026-03-31 | → |
| 67 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | 569.3 | $9.45B | 20 | 2026-05-31 | → |
| 68 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | 151223 | 565.3 | $2.23B | 0 | 2025-12-31 | → |
| 69 | XPONANCE LLC | 111126 | 528 | $24.27B | 46 | 2026-04-30 | → |
| 70 | BARES CAPITAL MANAGEMENT, INC. | 114428 | 525.9 | $1.26B | 9 | 2025-06-30 | → |
| 71 | SCOUT INVESTMENTS, INC. | 111787 | 511.3 | $36.57B | 53 | 2026-05-31 | → |
| 72 | CAPITAL GENERATION PARTNERS LLP | 281808 | 509.3 | $4.12B | 46 | 2026-05-31 | → |
| 73 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | 508.6 | $105.65B | 477 | 2026-05-31 | → |
| 74 | SPECIALIZED RETIREMENT CONSULTANTS LLC | 317027 | 495.8 | $186.6M | 1 | 2026-02-28 | → |
| 75 | UNIWEALTH ADVISORS, INC. | 138009 | 491.5 | $373.2M | 1 | 2026-03-31 | → |
| 76 | JACKSON SQUARE PARTNERS, LLC | 170064 | 489.3 | $995.1M | 4 | 2025-03-31 | → |
| 77 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | 485.4 | $183.62B | 496 | 2026-03-31 | → |
| 78 | SOUND SHORE MANAGEMENT INC | 112379 | 478.9 | $3.40B | 16 | 2026-04-30 | → |
| 79 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | 470.4 | $16.25B | 38 | 2026-05-31 | → |
| 80 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | 440.4 | $10.09B | 50 | 2026-03-31 | → |
| 81 | UX WEALTH PARTNERS LLC | 308983 | 404.6 | $1.87B | 7 | 2026-06-30 | → |
| 82 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | 391.3 | $104.49B | 212 | 2026-05-31 | → |
| 83 | ACORN ADVISORY CAPITAL, L.P. | 133040 | 370.1 | $2.96B | 22 | 2026-03-31 | → |
| 84 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | 369.8 | $82.55B | 300 | 2026-03-31 | → |
| 85 | LAFISE GLOBAL ADVISORS LLC | 331244 | 367.7 | $699.0M | 3 | 2026-03-31 | → |
| 86 | BREVET CAPITAL MANAGEMENT, LLC | 151672 | 360.6 | $2.57B | 37 | 2026-06-30 | → |
| 87 | MOUNT LUCAS MANAGEMENT LP | 108255 | 358.2 | $1.30B | 15 | 2026-06-30 | → |
| 88 | ASYMMETRIC CAPITAL MANAGEMENT, LLC. | 285739 | 348.9 | $231.2M | 0 | 2026-03-31 | → |
| 89 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | 338.9 | $12.93B | 68 | 2026-03-31 | → |
| 90 | QUAD INVESTMENT MANAGEMENT CORP. | 331606 | 327.4 | $2.62B | 45 | 2026-03-31 | → |
| 91 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | 320.2 | $35.08B | 146 | 2026-01-31 | → |
| 92 | FIAM LLC | 133196 | 318.4 | $347.73B | 196 | 2026-03-31 | → |
| 93 | QUANTUM ADVISORS PRIVATE LIMITED | 141476 | 311.3 | $1.75B | 68 | 2026-06-30 | → |
| 94 | FIDUCIARY ADVISORS, LLC | 104189 | 301.1 | $520.2M | 2 | 2026-03-31 | → |
| 95 | HUDSON STRUCTURED CAPITAL MANAGEMENT LTD. | 282919 | 299.9 | $4.03B | 38 | 2026-03-31 | → |
| 96 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | 289.7 | $240.66B | 588 | 2026-03-31 | → |
| 97 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | 288.3 | $40.52B | 122 | 2026-06-30 | → |
| 98 | IMPACTASSETS CAPITAL PARTNERS PB LLC | 317840 | 285.7 | $4.95B | 15 | 2026-06-30 | → |
| 99 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | 284.8 | $277.19B | 781 | 2026-03-31 | → |
| 100 | PIVOTAL ADVISORS LLC | 310612 | 283 | $1.07B | 4 | 2026-03-31 | → |
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