Research Report · 2026-06-30
Top Registered Investment Advisers by Discretionary AUM
SEC-registered investment advisers ranked by latest reported discretionary regulatory assets under management.
Firms
1,000
Total AUM
$157.21T
Median AUM
$41.47B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Discretionary AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 701 | RUFFER LLP | 309733 | $24.87B | $24.87B | 282 | 2026-06-30 | → |
| 702 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $24.86B | $24.86B | 41 | 2026-03-31 | → |
| 703 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $24.85B | $24.85B | 200 | 2026-05-31 | → |
| 704 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $24.76B | $29.01B | 51 | 2026-03-31 | → |
| 705 | FEDERATED HERMES (UK) LLP | 169087 | $24.72B | $24.72B | 11 | 2026-03-31 | → |
| 706 | THE BAUPOST GROUP, L.L.C. | 109530 | $24.68B | $24.68B | 210 | 2026-03-31 | → |
| 707 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $24.57B | $24.57B | 49 | 2026-03-31 | → |
| 708 | GABELLI FUNDS, LLC | 104949 | $24.55B | $24.55B | 56 | 2026-03-31 | → |
| 709 | MML INVESTMENT ADVISERS, LLC | 169568 | $24.55B | $24.55B | 18 | 2026-05-31 | → |
| 710 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $24.51B | $24.51B | 138 | 2026-05-31 | → |
| 711 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | $24.51B | $24.51B | 159 | 2026-06-30 | → |
| 712 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.47B | $24.79B | 422 | 2026-03-31 | → |
| 713 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $24.45B | $25.84B | 165 | 2025-12-31 | → |
| 714 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | $24.44B | $24.44B | 290 | 2026-03-31 | → |
| 715 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $24.44B | $25.41B | 94 | 2026-03-31 | → |
| 716 | FIRST COMMAND ADVISORY SERVICES | 281958 | $24.43B | $24.43B | 1,787 | 2026-06-30 | → |
| 717 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $24.40B | $24.40B | 61 | 2026-03-31 | → |
| 718 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
| 719 | CITI GLOBAL ALTERNATIVES, LLC | 324457 | $24.36B | $24.39B | 91 | 2025-07-31 | → |
| 720 | GE INVESTMENT MANAGEMENT CORP | 323648 | $24.36B | $24.36B | 5 | 2026-01-31 | → |
| 721 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $24.35B | $56.28B | 413 | 2026-03-31 | → |
| 722 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | $24.34B | $24.42B | 37 | 2026-03-31 | → |
| 723 | MATSON MONEY, INC. | 110425 | $24.33B | $24.33B | 69 | 2026-05-31 | → |
| 724 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | $24.32B | $24.32B | 145 | 2026-06-30 | → |
| 725 | CFI PARTNERS, LLC | 139531 | $24.31B | $26.31B | 47 | 2026-03-31 | → |
| 726 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $24.29B | $24.29B | 45 | 2026-03-31 | → |
| 727 | BGO US REAL ESTATE LP | 157034 | $24.12B | $24.12B | 103 | 2026-06-30 | → |
| 728 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | $24.12B | $24.12B | 135 | 2026-03-31 | → |
| 729 | T. ROWE PRICE JAPAN, INC. | 290585 | $24.07B | $24.07B | 80 | 2026-03-31 | → |
| 730 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 731 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 732 | HALL CAPITAL PARTNERS LLC | 106759 | $23.99B | $50.30B | 175 | 2025-03-31 | → |
| 733 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $23.95B | $23.95B | 56 | 2026-01-31 | → |
| 734 | XPONANCE LLC | 111126 | $23.93B | $24.27B | 46 | 2026-04-30 | → |
| 735 | DAVENPORT & COMPANY LLC | 1588 | $23.93B | $24.70B | 525 | 2026-06-30 | → |
| 736 | MERIT FINANCIAL GROUP, LLC | 142457 | $23.87B | $23.88B | 470 | 2026-06-30 | → |
| 737 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $23.85B | $23.85B | 35 | 2026-06-30 | → |
| 738 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $23.84B | $28.33B | 175 | 2026-03-31 | → |
| 739 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $23.81B | $24.58B | 12 | 2026-06-30 | → |
| 740 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $23.81B | $24.28B | 77 | 2026-03-31 | → |
| 741 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | $23.81B | $23.81B | 117 | 2026-06-30 | → |
| 742 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $23.79B | $23.79B | 26 | 2026-03-31 | → |
| 743 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $23.79B | $23.79B | 0 | 2026-03-31 | → |
| 744 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $23.79B | $23.79B | 6 | 2026-03-31 | → |
| 745 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $23.79B | $23.79B | 34 | 2026-03-31 | → |
| 746 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | $23.78B | $23.78B | 13 | 2026-06-30 | → |
| 747 | MOORE CAPITAL MANAGEMENT, LP | 160188 | $23.70B | $23.70B | 337 | 2026-03-31 | → |
| 748 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $23.63B | $40.83B | 27 | 2026-01-31 | → |
| 749 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $23.59B | $23.61B | 45 | 2026-06-30 | → |
| 750 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $23.48B | $23.48B | 5 | 2026-03-31 | → |
| 751 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $23.44B | $23.44B | 51 | 2026-04-30 | → |
| 752 | WASATCH ADVISORS LP | 106081 | $23.35B | $23.35B | 96 | 2026-03-31 | → |
| 753 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $23.32B | $23.32B | 47 | 2026-03-31 | → |
| 754 | NEW HOLLAND CAPITAL, LLC | 160211 | $23.32B | $23.32B | 32 | 2026-06-30 | → |
| 755 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $23.31B | $23.90B | 104 | 2026-03-31 | → |
| 756 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $23.28B | $23.28B | 155 | 2025-09-30 | → |
| 757 | JORDAN PARK GROUP LLC | 287755 | $23.25B | $23.26B | 153 | 2026-06-30 | → |
| 758 | ENGINEERS GATE MANAGER LP | 172249 | $23.17B | $23.17B | 296 | 2026-03-31 | → |
| 759 | JEFFERIES FINANCE LLC | 162264 | $23.12B | $24.59B | 124 | 2026-03-31 | → |
| 760 | CAPITAL ADVISORS GROUP, INC | 112000 | $23.03B | $23.03B | 33 | 2026-03-31 | → |
| 761 | EXCHANGE TRADED CONCEPTS, LLC | 151197 | $22.95B | $22.95B | 16 | 2026-02-28 | → |
| 762 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $22.84B | $22.84B | 213 | 2026-03-31 | → |
| 763 | THRIVENT INVESTMENT CAPITAL ADVISORS, LLC | 338378 | $22.78B | $22.78B | 66 | 2026-03-31 | → |
| 764 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $22.77B | $22.77B | 14 | 2026-03-31 | → |
| 765 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $22.77B | $22.77B | 11 | 2026-03-31 | → |
| 766 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $22.76B | $22.98B | 164 | 2026-05-31 | → |
| 767 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.62B | $22.64B | 161 | 2026-06-30 | → |
| 768 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $22.57B | $22.57B | 504 | 2026-03-31 | → |
| 769 | CRESTLINE MANAGEMENT, L.P. | 122711 | $22.51B | $22.51B | 195 | 2026-03-31 | → |
| 770 | TCMI, INC. | 160389 | $22.51B | $22.51B | 79 | 2026-03-31 | → |
| 771 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $22.50B | $24.65B | 289 | 2026-06-30 | → |
| 772 | ONEX PARTNERS MANAGER LP | 160923 | $22.47B | $22.47B | 180 | 2026-05-31 | → |
| 773 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $22.23B | $41.48B | 94 | 2026-06-30 | → |
| 774 | PRIME FINANCE ADVISOR, L.P. | 159971 | $22.22B | $22.22B | 185 | 2026-05-31 | → |
| 775 | DAWSON PARTNERS INC. | 281728 | $22.14B | $22.14B | 231 | 2026-06-30 | → |
| 776 | BENEFIT STREET PARTNERS LIMITED | 160617 | $22.09B | $22.61B | 164 | 2026-05-31 | → |
| 777 | INVESTURE, LLC | 130099 | $22.05B | $38.52B | 51 | 2026-03-31 | → |
| 778 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $22.04B | $22.04B | 133 | 2026-03-31 | → |
| 779 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $21.98B | $21.98B | 57 | 2026-03-31 | → |
| 780 | EIG MANAGEMENT COMPANY, LLC | 154302 | $21.81B | $22.22B | 124 | 2026-03-31 | → |
| 781 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $21.75B | $21.75B | 100 | 2026-01-31 | → |
| 782 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | $21.69B | $21.69B | 35 | 2026-03-31 | → |
| 783 | LONE PINE CAPITAL LLC | 156602 | $21.62B | $21.62B | 101 | 2026-03-31 | → |
| 784 | EDGEWOOD MANAGEMENT LLC | 106647 | $21.52B | $21.52B | 41 | 2026-03-31 | → |
| 785 | THL MANAGERS VII, LLC | 171042 | $21.48B | $21.48B | 150 | 2026-06-30 | → |
| 786 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | $21.39B | $21.39B | 21 | 2026-03-31 | → |
| 787 | UNIVERSA INVESTMENTS L.P. | 146052 | $21.35B | $21.35B | 20 | 2026-03-31 | → |
| 788 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | $21.35B | $21.35B | 44 | 2026-02-28 | → |
| 789 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $21.32B | $21.32B | 25 | 2026-03-31 | → |
| 790 | LEE OVERLAY PARTNERS LTD | 110822 | $21.26B | $21.26B | 30 | 2025-09-30 | → |
| 791 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $21.25B | $31.11B | 298 | 2026-03-31 | → |
| 792 | KSL ADVISORS, LLC | 155677 | $21.23B | $25.61B | 135 | 2026-06-30 | → |
| 793 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $21.19B | $21.19B | 96 | 2026-05-31 | → |
| 794 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $21.16B | $24.09B | 30 | 2026-06-30 | → |
| 795 | CERITY PARTNERS OCIO LLC | 151916 | $21.13B | $21.13B | 61 | 2026-03-31 | → |
| 796 | EQUITABLE ADVISORS, LLC | 6627 | $21.10B | $42.48B | 5,674 | 2026-05-31 | → |
| 797 | CHARLESBANK CAPITAL PARTNERS, LLC | 160256 | $21.06B | $21.06B | 162 | 2026-04-30 | → |
| 798 | ARMOUR CAPITAL MANAGEMENT LP | 164570 | $21.01B | $21.01B | 20 | 2026-03-31 | → |
| 799 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $20.97B | $21.02B | 95 | 2026-03-31 | → |
| 800 | VIDENT ADVISORY, LLC | 286622 | $20.88B | $22.02B | 38 | 2026-03-31 | → |
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