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 | |
|---|---|---|---|---|---|---|---|
| 601 | NATIXIS ADVISORS, LLC | 106800 | $5.56B | $108.65B | 412 | 2026-03-31 | → |
| 602 | ALPHAPOINT, INC. | 130115 | $5.56B | $5.56B | 1 | 2026-03-31 | → |
| 603 | ADAMS STREET PARTNERS, LLC | 109358 | $5.54B | $66.49B | 318 | 2026-06-30 | → |
| 604 | QCAM CURRENCY ASSET MANAGEMENT | 170341 | $5.54B | $6.61B | 10 | 2026-03-31 | → |
| 605 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $5.53B | $21.98B | 57 | 2026-03-31 | → |
| 606 | RUFFER LLP | 309733 | $5.51B | $24.87B | 282 | 2026-06-30 | → |
| 607 | SIERRA INVESTMENT PARTNERS, INC. | 110954 | $5.50B | $5.50B | 9 | 2026-03-31 | → |
| 608 | MANNING & NAPIER ADVISORS, LLC | 105992 | $5.44B | $17.03B | 195 | 2026-06-30 | → |
| 609 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $5.43B | $13.99B | 78 | 2026-06-30 | → |
| 610 | ORG PORTFOLIO MANAGEMENT LLC | 130198 | $5.43B | $6.38B | 22 | 2026-03-31 | → |
| 611 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $5.42B | $11.31B | 79 | 2026-06-30 | → |
| 612 | MUZINICH & CO., INC. | 22998 | $5.39B | $31.27B | 110 | 2026-06-30 | → |
| 613 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | $5.38B | $5.49B | 11 | 2026-03-31 | → |
| 614 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | $5.37B | $5.76B | 13 | 2026-03-31 | → |
| 615 | PENSION CONSULTANTS INC | 113914 | $5.37B | $5.42B | 17 | 2026-03-31 | → |
| 616 | AETOS ALTERNATIVES MANAGEMENT, L.P. | 116761 | $5.37B | $5.80B | 19 | 2026-03-31 | → |
| 617 | WGI DM, LLC | 334219 | $5.36B | $7.78B | 6 | 2026-03-31 | → |
| 618 | HARVEST FUND ADVISORS LLC | 154425 | $5.36B | $8.13B | 14 | 2026-03-31 | → |
| 619 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $5.33B | $21.15B | 63 | 2026-04-30 | → |
| 620 | NS PARTNERS LTD | 110625 | $5.31B | $5.86B | 21 | 2026-06-30 | → |
| 621 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $5.30B | $11.27B | 42 | 2026-06-30 | → |
| 622 | NEUBERGER BERMAN ASIA LIMITED | 154286 | $5.29B | $11.01B | 62 | 2026-03-31 | → |
| 623 | SENTRY MANAGEMENT INC | 107379 | $5.27B | $5.44B | 5 | 2026-03-31 | → |
| 624 | ALUMINA INVESTMENT MANAGEMENT, LLC | 164273 | $5.26B | $5.26B | 2 | 2026-03-31 | → |
| 625 | CAMPBELL GLOBAL, LLC | 111944 | $5.26B | $7.02B | 144 | 2026-04-30 | → |
| 626 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | $5.25B | $11.54B | 71 | 2026-03-31 | → |
| 627 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | $5.18B | $6.34B | 24 | 2026-06-30 | → |
| 628 | LEADING EDGE INVESTMENT ADVISORS,LLC | 136476 | $5.17B | $5.17B | 13 | 2026-02-28 | → |
| 629 | FIRST NATIONAL ADVISERS, LLC | 277146 | $5.17B | $7.37B | 35 | 2026-06-30 | → |
| 630 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $5.16B | $12.04B | 121 | 2026-03-31 | → |
| 631 | ALTAMAR PARTNERS NORTH AMERICA LLC | 283144 | $5.15B | $5.15B | 11 | 2026-03-31 | → |
| 632 | EAST END ADVISORS, LLC | 147144 | $5.14B | $6.06B | 17 | 2026-04-30 | → |
| 633 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $5.13B | $26.04B | 131 | 2026-04-30 | → |
| 634 | ADVISOR OS LLC | 287792 | $5.09B | $5.09B | 2 | 2026-03-31 | → |
| 635 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | $5.09B | $5.09B | 6 | 2025-05-31 | → |
| 636 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | 36026 | $5.06B | $5.06B | 11 | 2026-03-31 | → |
| 637 | NEWPORT GROUP CONSULTING, LLC | 140944 | $5.05B | $5.05B | 31 | 2026-03-31 | → |
| 638 | WELLSPRING CAPITAL ADVISORS, LLC | 132698 | $5.03B | $5.03B | 2 | 2026-04-30 | → |
| 639 | PRECEPT ADVISORY GROUP LLC | 152776 | $5.01B | $5.01B | 8 | 2025-03-31 | → |
| 640 | CORE AND VALUE ADVISORS, LLC | 156093 | $4.99B | $21.18B | 161 | 2026-06-30 | → |
| 641 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | $4.98B | $4.98B | 37 | 2026-03-31 | → |
| 642 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | $4.94B | $6.68B | 30 | 2026-05-31 | → |
| 643 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | $4.94B | $4.97B | 13 | 2026-04-30 | → |
| 644 | ASSET STRATEGY CONSULTANTS LLC | 110800 | $4.94B | $5.16B | 14 | 2026-06-30 | → |
| 645 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $4.94B | $29.38B | 120 | 2026-05-31 | → |
| 646 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $4.91B | $23.33B | 156 | 2026-03-31 | → |
| 647 | WESTWOOD MANAGEMENT CORP | 110269 | $4.89B | $12.46B | 95 | 2026-03-31 | → |
| 648 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | $4.87B | $12.88B | 82 | 2026-05-31 | → |
| 649 | IMPACTASSETS CAPITAL PARTNERS PB LLC | 317840 | $4.87B | $4.95B | 15 | 2026-06-30 | → |
| 650 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $4.86B | $18.99B | 58 | 2026-05-31 | → |
| 651 | PERFORMANCE EQUITY MANAGEMENT, LLC | 110207 | $4.86B | $9.41B | 36 | 2026-03-31 | → |
| 652 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | $4.84B | $9.38B | 209 | 2026-03-31 | → |
| 653 | SRB CORPORATION | 161163 | $4.82B | $4.82B | 4 | 2026-03-31 | → |
| 654 | CWM, LLC | 155344 | $4.80B | $50.58B | 1,416 | 2026-06-30 | → |
| 655 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $4.80B | $15.72B | 99 | 2026-03-31 | → |
| 656 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | $4.80B | $10.80B | 60 | 2026-03-31 | → |
| 657 | RESEARCH AFFILIATES, LLC | 120440 | $4.79B | $27.84B | 66 | 2026-03-31 | → |
| 658 | RESOLUTION CAPITAL LIMITED | 142409 | $4.75B | $9.39B | 28 | 2025-09-30 | → |
| 659 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $4.75B | $20.13B | 37 | 2026-03-31 | → |
| 660 | PARVUS ASSET MANAGEMENT JERSEY LIMITED | 174027 | $4.73B | $11.31B | 1 | 2026-06-30 | → |
| 661 | MORETON ASSET MANAGEMENT, LLC | 133417 | $4.71B | $4.71B | 5 | 2026-01-31 | → |
| 662 | GULF INTERNATIONAL BANK (UK) LIMITED | 281609 | $4.69B | $4.98B | 117 | 2026-03-31 | → |
| 663 | HUB INVESTMENT PARTNERS, LLC | 307956 | $4.67B | $11.88B | 172 | 2026-06-30 | → |
| 664 | BEACON POINTE ADVISORS, LLC | 119290 | $4.64B | $54.87B | 780 | 2026-05-31 | → |
| 665 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $4.64B | $12.24B | 12 | 2026-03-31 | → |
| 666 | FIDUCIARYVEST, LLC | 134351 | $4.63B | $4.93B | 10 | 2026-03-31 | → |
| 667 | PRIMECAP MANAGEMENT CO | 105516 | $4.63B | $139.34B | 43 | 2026-03-31 | → |
| 668 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | $4.60B | $4.60B | 6 | 2026-05-31 | → |
| 669 | CLEARWATER ADVISORS, LLC | 116865 | $4.57B | $4.65B | 9 | 2026-05-31 | → |
| 670 | SELECT EQUITY GROUP, L.P. | 168496 | $4.57B | $36.38B | 171 | 2026-03-31 | → |
| 671 | MAJEDIE ASSET MANAGEMENT LIMITED | 284796 | $4.57B | $10.48B | 61 | 2024-12-31 | → |
| 672 | GCM GROSVENOR L.P. | 108654 | $4.55B | $95.49B | 466 | 2026-06-30 | → |
| 673 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 106355 | $4.54B | $11.53B | 49 | 2026-04-30 | → |
| 674 | BTC CAPITAL MANAGEMENT, INC. | 127158 | $4.54B | $4.60B | 17 | 2026-03-31 | → |
| 675 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $4.52B | $57.92B | 753 | 2026-05-31 | → |
| 676 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $4.50B | $204.18B | 112 | 2026-03-31 | → |
| 677 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $4.50B | $9.80B | 46 | 2025-09-30 | → |
| 678 | CAPITOLIS ADVISORS LLC | 290462 | $4.50B | $4.50B | 68 | 2026-04-30 | → |
| 679 | HOMESTEAD ADVISERS CORP. | 109845 | $4.49B | $7.45B | 40 | 2026-06-30 | → |
| 680 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | $4.47B | $7.80B | 83 | 2026-03-31 | → |
| 681 | MAYFLOWER FINANCIAL ADVISORS, LLC | 307857 | $4.46B | $5.82B | 33 | 2026-05-31 | → |
| 682 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $4.46B | $52.78B | 177 | 2026-03-31 | → |
| 683 | IFP ADVISORS, LLC | 125112 | $4.44B | $16.29B | 328 | 2026-06-30 | → |
| 684 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $4.43B | $68.60B | 569 | 2026-04-30 | → |
| 685 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | $4.40B | $4.40B | 13 | 2026-04-30 | → |
| 686 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | $4.39B | $5.89B | 27 | 2026-05-31 | → |
| 687 | CANTERBURY CONSULTING INCORPORATED | 22875 | $4.37B | $45.88B | 64 | 2026-05-31 | → |
| 688 | ANCALA PARTNERS LLC | 333844 | $4.36B | $4.36B | 7 | 2026-04-30 | → |
| 689 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $4.34B | $23.90B | 104 | 2026-03-31 | → |
| 690 | GRESHAM INVESTMENT MANAGEMENT LLC | 134392 | $4.34B | $8.55B | 41 | 2026-06-30 | → |
| 691 | NORTHCREST ASSET MANAGEMENT LLC | 300366 | $4.33B | $4.33B | 12 | 2026-03-31 | → |
| 692 | KESTRA INVESTMENT MANAGEMENT, LLC. | 317711 | $4.31B | $4.31B | 17 | 2026-06-30 | → |
| 693 | RESOURCE MANAGEMENT SERVICE, LLC | 130791 | $4.30B | $5.92B | 149 | 2026-03-31 | → |
| 694 | ANTARCTICA INVESTMENT ADVISORS, LLC | 284659 | $4.30B | $5.57B | 32 | 2026-06-30 | → |
| 695 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $4.27B | $29.77B | 173 | 2026-05-31 | → |
| 696 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | $4.27B | $7.25B | 53 | 2026-03-31 | → |
| 697 | EDGEWOOD MANAGEMENT LLC | 106647 | $4.25B | $21.52B | 41 | 2026-03-31 | → |
| 698 | ACADIAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | 322795 | $4.25B | $5.71B | 19 | 2026-03-31 | → |
| 699 | D.A. DAVIDSON & CO. | 199 | $4.23B | $41.84B | 990 | 2026-01-31 | → |
| 700 | THIRD LAKE PARTNERS, LLC | 299961 | $4.21B | $5.97B | 16 | 2026-03-31 | → |
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