Research Report · 2026-06-30
Top Institutional Registered Investment Advisers
SEC-registered investment advisers ranked by reported assets from institutional client categories in ADV Part 1 filings.
Firms
1,000
Total AUM
$110.15T
Median AUM
$23.39B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | CONSTELLATION INVESTMENTS, INC. | 107528 | $18.69B | $31.48B | 45 | 2026-03-31 | → |
| 302 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $18.63B | $28.01B | 70 | 2026-04-30 | → |
| 303 | 1823 PARTNERS (US) LLC | 333927 | $18.53B | $18.53B | 52 | 2026-03-31 | → |
| 304 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $18.52B | $39.14B | 460 | 2026-06-30 | → |
| 305 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $18.44B | $20.09B | 27 | 2026-06-30 | → |
| 306 | EATON VANCE MANAGEMENT | 104859 | $18.39B | $97.02B | 219 | 2026-05-31 | → |
| 307 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $18.27B | $22.57B | 504 | 2026-03-31 | → |
| 308 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $18.16B | $24.07B | 127 | 2026-05-31 | → |
| 309 | TOWNSQUARE CAPITAL, LLC | 288576 | $18.03B | $18.07B | 53 | 2026-03-31 | → |
| 310 | MERCURY ADVISORY, LLC | 308960 | $17.92B | $17.94B | 7 | 2026-05-31 | → |
| 311 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $17.90B | $54.28B | 88 | 2026-03-31 | → |
| 312 | ALPINVEST PARTNERS B.V. | 159215 | $17.84B | $39.88B | 289 | 2026-03-31 | → |
| 313 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | $17.80B | $252.25B | 4,047 | 2026-06-30 | → |
| 314 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $17.63B | $82.55B | 300 | 2026-03-31 | → |
| 315 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $17.48B | $216.43B | 434 | 2026-03-31 | → |
| 316 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | $17.48B | $17.50B | 36 | 2026-03-31 | → |
| 317 | ROCKEFELLER FINANCIAL LLC | 291361 | $17.46B | $99.60B | 1,005 | 2026-03-31 | → |
| 318 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $17.33B | $44.36B | 65 | 2025-09-30 | → |
| 319 | INVESTURE, LLC | 130099 | $17.28B | $38.52B | 51 | 2026-03-31 | → |
| 320 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $17.20B | $34.91B | 95 | 2026-03-31 | → |
| 321 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $17.18B | $21.32B | 25 | 2026-03-31 | → |
| 322 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $16.99B | $31.28B | 68 | 2026-06-30 | → |
| 323 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $16.77B | $68.38B | 382 | 2026-03-31 | → |
| 324 | KEYSTATE ADVISORY, LLC | 156226 | $16.59B | $16.59B | 8 | 2026-03-31 | → |
| 325 | VALLEY VIEW CONSULTING LLC | 108583 | $16.40B | $16.40B | 11 | 2026-04-30 | → |
| 326 | ABRDN INC. | 111069 | $16.40B | $41.48B | 193 | 2026-03-31 | → |
| 327 | TOWNSEND HOLDINGS LLC | 160006 | $16.37B | $19.64B | 110 | 2026-03-31 | → |
| 328 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $16.33B | $85.67B | 367 | 2026-04-30 | → |
| 329 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $16.29B | $16.87B | 191 | 2026-04-30 | → |
| 330 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $16.10B | $110.95B | 147 | 2026-03-31 | → |
| 331 | LORD, ABBETT & CO. LLC | 110391 | $16.05B | $270.39B | 821 | 2025-12-31 | → |
| 332 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $16.02B | $17.66B | 32 | 2026-03-31 | → |
| 333 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $15.98B | $69.09B | 101 | 2026-03-31 | → |
| 334 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $15.96B | $122.06B | 354 | 2025-03-31 | → |
| 335 | TAYLOR ADVISORS, INC. | 119300 | $15.95B | $15.95B | 14 | 2026-01-31 | → |
| 336 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $15.74B | $17.75B | 65 | 2026-03-31 | → |
| 337 | PUBLIC TRUST ADVISORS, LLC | 159189 | $15.72B | $104.24B | 157 | 2026-04-30 | → |
| 338 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $15.50B | $16.25B | 38 | 2026-05-31 | → |
| 339 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $15.38B | $26.46B | 149 | 2026-03-31 | → |
| 340 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $15.25B | $44.30B | 182 | 2026-03-31 | → |
| 341 | FAYEZ SAROFIM & CO., LLC | 106584 | $15.23B | $35.07B | 54 | 2026-05-31 | → |
| 342 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $15.20B | $40.94B | 278 | 2026-03-31 | → |
| 343 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $15.19B | $78.52B | 377 | 2026-05-31 | → |
| 344 | CERITY PARTNERS OCIO LLC | 151916 | $15.16B | $21.13B | 61 | 2026-03-31 | → |
| 345 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $15.16B | $52.10B | 562 | 2026-05-31 | → |
| 346 | GI MANAGER L.P. | 161573 | $14.94B | $35.74B | 160 | 2026-03-31 | → |
| 347 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $14.73B | $14.73B | 52 | 2026-06-30 | → |
| 348 | MIO PARTNERS, INC. | 108637 | $14.71B | $59.59B | 287 | 2026-03-31 | → |
| 349 | SETANTA ASSET MANAGEMENT LTD | 281781 | $14.63B | $15.02B | 24 | 2025-03-31 | → |
| 350 | HARRIS ASSOCIATES LP | 106960 | $14.57B | $109.48B | 221 | 2026-03-31 | → |
| 351 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $14.55B | $29.73B | 86 | 2026-03-31 | → |
| 352 | EDWARD D. JONES & CO., L.P. | 250 | $14.43B | $1.01T | 36,317 | 2026-06-30 | → |
| 353 | SSGA FUNDS MANAGEMENT, INC. | 111242 | $14.39B | $1.42T | 241 | 2026-03-31 | → |
| 354 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $14.37B | $54.20B | 177 | 2025-07-31 | → |
| 355 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $14.35B | $17.30B | 13 | 2025-12-31 | → |
| 356 | M&G INVESTMENTS (USA) INC. | 305254 | $14.32B | $14.32B | 47 | 2026-03-31 | → |
| 357 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $14.31B | $34.59B | 163 | 2026-03-31 | → |
| 358 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $14.20B | $16.30B | 24 | 2026-06-30 | → |
| 359 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $14.19B | $15.42B | 19 | 2026-03-31 | → |
| 360 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $13.94B | $15.47B | 41 | 2026-03-31 | → |
| 361 | HARDING LOEVNER LP | 104543 | $13.92B | $32.06B | 104 | 2026-03-31 | → |
| 362 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | $13.88B | $13.88B | 200 | 2026-03-31 | → |
| 363 | FIG LLC | 129612 | $13.82B | $87.30B | 1,004 | 2026-06-30 | → |
| 364 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $13.68B | $24.06B | 168 | 2026-05-31 | → |
| 365 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $13.62B | $54.13B | 46 | 2026-03-31 | → |
| 366 | VERITAS ASSET MANAGEMENT LLP | 174314 | $13.61B | $19.13B | 42 | 2026-03-31 | → |
| 367 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $13.60B | $25.39B | 204 | 2026-06-30 | → |
| 368 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | $13.53B | $660.47B | 14,056 | 2026-06-30 | → |
| 369 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | $13.51B | $125.26B | 881 | 2026-03-31 | → |
| 370 | SEGALL BRYANT & HAMILL, LLC | 106505 | $13.44B | $22.64B | 161 | 2026-06-30 | → |
| 371 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $13.30B | $46.06B | 250 | 2026-06-30 | → |
| 372 | 26NORTH PARTNERS LP | 322923 | $13.19B | $32.68B | 142 | 2026-03-31 | → |
| 373 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $13.18B | $40.33B | 177 | 2026-03-31 | → |
| 374 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | $13.16B | $17.64B | 28 | 2025-07-31 | → |
| 375 | NINETY ONE NORTH AMERICA, INC. | 167922 | $13.15B | $41.47B | 68 | 2026-06-30 | → |
| 376 | ACORE CAPITAL, LP | 175054 | $13.06B | $18.27B | 121 | 2026-04-30 | → |
| 377 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | $12.99B | $12.99B | 11 | 2026-03-31 | → |
| 378 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | $12.97B | $12.97B | 48 | 2026-01-31 | → |
| 379 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $12.92B | $35.03B | 580 | 2026-03-31 | → |
| 380 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $12.91B | $14.73B | 17 | 2026-03-31 | → |
| 381 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $12.87B | $40.18B | 130 | 2026-03-31 | → |
| 382 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $12.81B | $31.50B | 110 | 2026-06-30 | → |
| 383 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $12.73B | $14.97B | 73 | 2026-06-30 | → |
| 384 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $12.71B | $364.73B | 162 | 2026-03-31 | → |
| 385 | DFA AUSTRALIA LIMITED | 107621 | $12.71B | $361.60B | 134 | 2026-03-31 | → |
| 386 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $12.70B | $86.27B | 690 | 2025-01-31 | → |
| 387 | DAVIS SELECTED ADVISERS LP | 108674 | $12.61B | $30.12B | 121 | 2026-03-31 | → |
| 388 | JANNEY MONTGOMERY SCOTT LLC | 463 | $12.59B | $110.11B | 2,404 | 2026-06-30 | → |
| 389 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $12.49B | $40.52B | 122 | 2026-06-30 | → |
| 390 | ABRDN ASIA LIMITED | 124509 | $12.48B | $40.27B | 165 | 2026-06-30 | → |
| 391 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $12.44B | $36.34B | 238 | 2026-05-31 | → |
| 392 | CLEARSTEAD ADVISORS, LLC | 105674 | $12.42B | $33.88B | 280 | 2026-03-31 | → |
| 393 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $12.19B | $87.82B | 267 | 2026-03-31 | → |
| 394 | HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | $12.19B | $12.19B | 17 | 2025-03-31 | → |
| 395 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $12.18B | $36.37B | 236 | 2026-03-31 | → |
| 396 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $12.17B | $24.40B | 61 | 2026-03-31 | → |
| 397 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $12.14B | $64.84B | 305 | 2026-06-30 | → |
| 398 | BRICKTOWN CAPITAL LLC | 319290 | $11.67B | $11.67B | 33 | 2026-03-31 | → |
| 399 | GUSTO INVESTMENT SERVICES, LLC | 281515 | $11.63B | $12.01B | 3 | 2026-05-31 | → |
| 400 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $11.60B | $64.28B | 492 | 2026-03-31 | → |
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