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 | |
|---|---|---|---|---|---|---|---|
| 401 | MILLENNIUM MANAGEMENT LLC | 158117 | $11.58B | $720.85B | 6,670 | 2026-03-31 | → |
| 402 | THE ROCK CREEK GROUP, LP | 125409 | $11.57B | $18.38B | 62 | 2026-05-31 | → |
| 403 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $11.53B | $56.01B | 7,036 | 2026-06-30 | → |
| 404 | RBC ROCHDALE, LLC | 117198 | $11.48B | $72.96B | 269 | 2026-05-31 | → |
| 405 | CETERA INVESTMENT ADVISERS LLC | 105644 | $11.44B | $256.81B | 10,251 | 2026-06-30 | → |
| 406 | CAPACUITY LLC | 297679 | $11.42B | $13.87B | 40 | 2026-03-31 | → |
| 407 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $11.40B | $29.59B | 127 | 2026-02-28 | → |
| 408 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $11.40B | $14.70B | 23 | 2026-04-30 | → |
| 409 | PRIME BUCHHOLZ LLC | 106455 | $11.38B | $14.07B | 127 | 2026-03-31 | → |
| 410 | RREEF AMERICA L.L.C. | 109596 | $11.34B | $34.34B | 175 | 2026-05-31 | → |
| 411 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $11.30B | $12.27B | 48 | 2025-12-31 | → |
| 412 | ARES CAPITAL MANAGEMENT LLC | 131619 | $11.29B | $97.62B | 634 | 2026-05-31 | → |
| 413 | SECOR INVESTMENT ADVISORS, LP | 155235 | $11.28B | $12.76B | 44 | 2026-04-30 | → |
| 414 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $11.21B | $18.83B | 75 | 2025-12-31 | → |
| 415 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $11.08B | $12.82B | 39 | 2026-03-31 | → |
| 416 | ATRIA INVESTMENTS, INC. | 143593 | $11.05B | $11.05B | 60 | 2026-03-31 | → |
| 417 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | $11.01B | $42.71B | 189 | 2026-05-31 | → |
| 418 | RPA FINANCIAL, LLC | 294105 | $10.88B | $10.88B | 12 | 2026-06-30 | → |
| 419 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $10.84B | $20.29B | 63 | 2026-03-31 | → |
| 420 | SENTINEL PENSION ADVISORS, LLC | 109901 | $10.81B | $11.94B | 53 | 2026-05-31 | → |
| 421 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $10.64B | $92.04B | 293 | 2026-06-30 | → |
| 422 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $10.63B | $68.22B | 408 | 2026-03-31 | → |
| 423 | CLARION PARTNERS, LLC | 108803 | $10.55B | $73.68B | 321 | 2026-02-28 | → |
| 424 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $10.42B | $14.15B | 105 | 2026-03-31 | → |
| 425 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $10.42B | $24.79B | 422 | 2026-03-31 | → |
| 426 | SIXTH STREET ADVISERS, LLC | 159014 | $10.41B | $101.61B | 703 | 2026-05-31 | → |
| 427 | ANTARES CAPITAL ADVISERS LLC | 281998 | $10.38B | $47.39B | 466 | 2026-03-31 | → |
| 428 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | $10.35B | $212.66B | 4,200 | 2026-05-31 | → |
| 429 | CSM ADVISORS, LLC | 306128 | $10.31B | $11.65B | 44 | 2026-05-31 | → |
| 430 | BROWN ADVISORY LTD. | 168985 | $10.27B | $26.58B | 110 | 2026-03-31 | → |
| 431 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $10.26B | $12.76B | 93 | 2026-03-31 | → |
| 432 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $10.22B | $10.81B | 23 | 2026-03-31 | → |
| 433 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $10.17B | $469.98B | 758 | 2026-06-30 | → |
| 434 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $10.16B | $30.79B | 87 | 2026-03-31 | → |
| 435 | SHEPHERD KAPLAN LLC | 128244 | $10.16B | $10.16B | 42 | 2026-03-31 | → |
| 436 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $10.09B | $35.52B | 68 | 2026-06-30 | → |
| 437 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | $10.07B | $10.09B | 50 | 2026-03-31 | → |
| 438 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $10.06B | $12.97B | 31 | 2026-05-31 | → |
| 439 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $10.00B | $13.70B | 100 | 2026-03-31 | → |
| 440 | DUPONT CAPITAL MANAGEMENT CORP | 107145 | $9.96B | $10.09B | 33 | 2026-01-31 | → |
| 441 | FIRST HORIZON ADVISORS, INC | 17117 | $9.93B | $13.62B | 239 | 2025-07-31 | → |
| 442 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | $9.86B | $9.86B | 5 | 2026-02-28 | → |
| 443 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | $9.86B | $20.76B | 164 | 2026-06-30 | → |
| 444 | MARINER, LLC | 140195 | $9.85B | $125.41B | 1,889 | 2026-03-31 | → |
| 445 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $9.81B | $43.54B | 170 | 2026-04-30 | → |
| 446 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $9.79B | $67.88B | 130 | 2026-05-31 | → |
| 447 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $9.75B | $29.29B | 32 | 2026-03-31 | → |
| 448 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $9.71B | $21.75B | 100 | 2026-01-31 | → |
| 449 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | 171615 | $9.68B | $9.68B | 9 | 2026-02-28 | → |
| 450 | SHUSTER ADVISORY GROUP, LLC | 170233 | $9.62B | $10.32B | 15 | 2026-05-31 | → |
| 451 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $9.60B | $9.95B | 18 | 2026-03-31 | → |
| 452 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $9.57B | $32.87B | 87 | 2026-03-31 | → |
| 453 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $9.54B | $24.05B | 94 | 2026-06-30 | → |
| 454 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | $9.39B | $10.53B | 292 | 2026-03-31 | → |
| 455 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $9.38B | $17.83B | 104 | 2026-05-31 | → |
| 456 | CRESTLINE MANAGEMENT, L.P. | 122711 | $9.37B | $22.51B | 195 | 2026-03-31 | → |
| 457 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $9.35B | $17.83B | 138 | 2026-04-30 | → |
| 458 | MEKETA INVESTMENT GROUP INC | 110601 | $9.33B | $9.99B | 248 | 2026-03-31 | → |
| 459 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $9.31B | $10.12B | 23 | 2025-09-30 | → |
| 460 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $9.29B | $15.23B | 47 | 2026-03-31 | → |
| 461 | STANHOPE CAPITAL, LLP | 162512 | $9.27B | $15.70B | 64 | 2026-03-31 | → |
| 462 | NORTHCAPE CAPITAL PTY LTD | 332305 | $9.24B | $9.96B | 32 | 2026-04-30 | → |
| 463 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $9.18B | $24.57B | 49 | 2026-03-31 | → |
| 464 | PINE RIDGE ADVISERS LLC | 296362 | $9.14B | $14.42B | 14 | 2026-03-31 | → |
| 465 | HECK CAPITAL ADVISORS, LLC | 143848 | $9.05B | $11.31B | 30 | 2026-03-31 | → |
| 466 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $8.98B | $15.19B | 212 | 2026-03-31 | → |
| 467 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | $8.94B | $30.11B | 180 | 2026-03-31 | → |
| 468 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $8.88B | $33.02B | 108 | 2026-04-30 | → |
| 469 | HERMES GPE LLP | 151848 | $8.85B | $8.88B | 67 | 2026-03-31 | → |
| 470 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $8.84B | $23.95B | 56 | 2026-01-31 | → |
| 471 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $8.75B | $22.77B | 14 | 2026-03-31 | → |
| 472 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $8.75B | $22.77B | 11 | 2026-03-31 | → |
| 473 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $8.70B | $15.67B | 72 | 2026-03-31 | → |
| 474 | TIAA KASPICK, LLC | 104554 | $8.62B | $8.74B | 115 | 2026-06-30 | → |
| 475 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $8.58B | $122.19B | 1,700 | 2026-06-30 | → |
| 476 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $8.58B | $18.16B | 20 | 2026-03-31 | → |
| 477 | COMMONFUND OCIO, INC. | 110689 | $8.58B | $22.66B | 42 | 2025-12-31 | → |
| 478 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $8.56B | $110.30B | 704 | 2026-03-31 | → |
| 479 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $8.50B | $136.48B | 392 | 2026-05-31 | → |
| 480 | KESTRA ADVISORY SERVICES, LLC | 283330 | $8.45B | $79.80B | 1,359 | 2026-06-30 | → |
| 481 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $8.45B | $30.78B | 69 | 2026-05-31 | → |
| 482 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $8.44B | $10.49B | 30 | 2026-03-31 | → |
| 483 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $8.44B | $8.52B | 11 | 2026-05-31 | → |
| 484 | AXIOM INVESTORS LLC | 109605 | $8.43B | $28.06B | 57 | 2026-03-31 | → |
| 485 | CRESCENT CAPITAL GROUP LP | 153966 | $8.40B | $49.71B | 239 | 2026-05-31 | → |
| 486 | T. ROWE PRICE JAPAN, INC. | 290585 | $8.39B | $24.07B | 80 | 2026-03-31 | → |
| 487 | WASATCH ADVISORS LP | 106081 | $8.33B | $23.35B | 96 | 2026-03-31 | → |
| 488 | FIERA CAPITAL INC. | 113638 | $8.30B | $17.28B | 95 | 2026-03-31 | → |
| 489 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | $8.22B | $1.74T | 194 | 2026-03-31 | → |
| 490 | H&H INTERNATIONAL INVESTMENT, LLC | 292451 | $8.20B | $25.50B | 2 | 2026-05-31 | → |
| 491 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $8.12B | $10.88B | 34 | 2026-03-31 | → |
| 492 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $8.09B | $9.57B | 34 | 2026-03-31 | → |
| 493 | OSAIC WEALTH, INC. | 23131 | $8.06B | $234.86B | 8,979 | 2026-06-30 | → |
| 494 | POST ADVISORY GROUP, LLC | 108860 | $7.96B | $13.03B | 49 | 2026-05-31 | → |
| 495 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $7.86B | $26.12B | 82 | 2026-05-31 | → |
| 496 | ADVANTAGE CAPITAL MANAGEMENT LLC | 171128 | $7.82B | $8.26B | 30 | 2026-05-31 | → |
| 497 | AVIVA INVESTORS CANADA INC. | 333457 | $7.79B | $9.15B | 18 | 2026-03-31 | → |
| 498 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | $7.77B | $8.17B | 13 | 2026-03-31 | → |
| 499 | KOTAK ALTERNATE ASSET MANAGERS LIMITED | 317952 | $7.76B | $18.52B | 214 | 2026-06-30 | → |
| 500 | F/M INVESTMENTS LLC | 304405 | $7.71B | $17.74B | 83 | 2026-03-31 | → |
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