Research Report · 2026-06-30
Top Registered Investment Advisers for Pension Plans
SEC-registered investment advisers ranked by reported assets from pension and profit-sharing plan clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$88.76T
Median AUM
$11.91B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Pension Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | TOWNSEND HOLDINGS LLC | 160006 | $14.15B | $19.64B | 110 | 2026-03-31 | → |
| 102 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $13.94B | $52.10B | 562 | 2026-05-31 | → |
| 103 | CAPITAL INTERNATIONAL, INC. | 110682 | $13.92B | $51.92B | 263 | 2026-05-31 | → |
| 104 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $13.89B | $16.30B | 24 | 2026-06-30 | → |
| 105 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $13.84B | $15.42B | 19 | 2026-03-31 | → |
| 106 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $13.76B | $140.25B | 508 | 2026-06-30 | → |
| 107 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $13.63B | $17.30B | 13 | 2025-12-31 | → |
| 108 | MACKAY SHIELDS LLC | 107717 | $13.59B | $159.52B | 206 | 2026-04-30 | → |
| 109 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $13.50B | $85.59B | 155 | 2026-06-30 | → |
| 110 | CIBC ASSET MANAGEMENT INC. | 106508 | $13.39B | $162.84B | 478 | 2026-06-30 | → |
| 111 | LPL FINANCIAL LLC | 6413 | $13.29B | $819.12B | 41,879 | 2026-06-30 | → |
| 112 | ALLIANCEBERNSTEIN L.P. | 108477 | $13.23B | $763.40B | 4,204 | 2026-03-31 | → |
| 113 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $13.06B | $14.73B | 52 | 2026-06-30 | → |
| 114 | BARINGS LLC | 106006 | $13.02B | $392.75B | 1,101 | 2026-05-31 | → |
| 115 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $12.98B | $16.25B | 38 | 2026-05-31 | → |
| 116 | FIAM LLC | 133196 | $12.87B | $347.73B | 196 | 2026-03-31 | → |
| 117 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $12.70B | $35.03B | 580 | 2026-03-31 | → |
| 118 | DWS INTERNATIONAL GMBH | 105075 | $12.68B | $228.87B | 703 | 2026-05-31 | → |
| 119 | INVESCO MANAGEMENT S.A. | 143238 | $12.44B | $48.69B | 357 | 2026-03-31 | → |
| 120 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $12.36B | $183.62B | 496 | 2026-03-31 | → |
| 121 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $12.19B | $87.82B | 267 | 2026-03-31 | → |
| 122 | HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | $12.19B | $12.19B | 17 | 2025-03-31 | → |
| 123 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $11.92B | $36.11B | 128 | 2026-03-31 | → |
| 124 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $11.85B | $65.60B | 388 | 2026-04-30 | → |
| 125 | GUSTO INVESTMENT SERVICES, LLC | 281515 | $11.63B | $12.01B | 3 | 2026-05-31 | → |
| 126 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $11.38B | $154.66B | 598 | 2026-03-31 | → |
| 127 | NINETY ONE UK LIMITED | 158310 | $11.31B | $130.19B | 439 | 2026-06-30 | → |
| 128 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $11.26B | $25.39B | 204 | 2026-06-30 | → |
| 129 | SECOR INVESTMENT ADVISORS, LP | 155235 | $11.21B | $12.76B | 44 | 2026-04-30 | → |
| 130 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $11.20B | $150.40B | 254 | 2026-03-31 | → |
| 131 | VERUS ADVISORY, INC. | 110565 | $11.13B | $19.43B | 87 | 2026-03-31 | → |
| 132 | VERITAS ASSET MANAGEMENT LLP | 174314 | $10.90B | $19.13B | 42 | 2026-03-31 | → |
| 133 | RPA FINANCIAL, LLC | 294105 | $10.88B | $10.88B | 12 | 2026-06-30 | → |
| 134 | SENTINEL PENSION ADVISORS, LLC | 109901 | $10.81B | $11.94B | 53 | 2026-05-31 | → |
| 135 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $10.72B | $50.42B | 122 | 2026-03-31 | → |
| 136 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $10.71B | $136.48B | 32 | 2026-03-31 | → |
| 137 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $10.01B | $97.98B | 312 | 2026-05-31 | → |
| 138 | DUPONT CAPITAL MANAGEMENT CORP | 107145 | $9.96B | $10.09B | 33 | 2026-01-31 | → |
| 139 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $9.90B | $183.29B | 905 | 2026-05-31 | → |
| 140 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $9.86B | $184.99B | 137 | 2026-06-30 | → |
| 141 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $9.59B | $34.59B | 163 | 2026-03-31 | → |
| 142 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $9.56B | $216.43B | 434 | 2026-03-31 | → |
| 143 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $9.35B | $17.83B | 138 | 2026-04-30 | → |
| 144 | FOCUS PARTNERS WEALTH, LLC | 159289 | $9.31B | $181.86B | 1,915 | 2026-04-30 | → |
| 145 | ABRDN INVESTMENTS LIMITED | 162309 | $9.30B | $206.50B | 1,296 | 2026-05-31 | → |
| 146 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $9.30B | $311.70B | 728 | 2026-05-31 | → |
| 147 | ABRDN INC. | 111069 | $9.29B | $41.48B | 193 | 2026-03-31 | → |
| 148 | MPC CAPITAL ADVISORS, LLC | 153586 | $9.10B | $22.57B | 9 | 2026-03-31 | → |
| 149 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $9.03B | $46.06B | 250 | 2026-06-30 | → |
| 150 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $8.87B | $71.83B | 163 | 2026-05-31 | → |
| 151 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | $8.70B | $671.42B | 18,895 | 2026-06-30 | → |
| 152 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $8.68B | $28.01B | 70 | 2026-04-30 | → |
| 153 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $8.68B | $105.65B | 477 | 2026-05-31 | → |
| 154 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $8.52B | $116.17B | 185 | 2026-06-30 | → |
| 155 | WILSHIRE ADVISORS LLC | 6210 | $8.51B | $149.10B | 307 | 2026-06-30 | → |
| 156 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $8.49B | $601.79B | 960 | 2026-06-30 | → |
| 157 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $8.46B | $10.12B | 23 | 2025-09-30 | → |
| 158 | OAK HILL ADVISORS, L.P. | 125352 | $8.33B | $100.72B | 435 | 2026-06-30 | → |
| 159 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $8.16B | $12.76B | 93 | 2026-03-31 | → |
| 160 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $8.07B | $178.01B | 471 | 2026-04-30 | → |
| 161 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $7.93B | $27.28B | 50 | 2026-04-30 | → |
| 162 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $7.86B | $10.49B | 30 | 2026-03-31 | → |
| 163 | SCOUT INVESTMENTS, INC. | 111787 | $7.84B | $36.57B | 53 | 2026-05-31 | → |
| 164 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $7.78B | $59.04B | 94 | 2026-03-31 | → |
| 165 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $7.66B | $34.91B | 95 | 2026-03-31 | → |
| 166 | T. ROWE PRICE JAPAN, INC. | 290585 | $7.62B | $24.07B | 80 | 2026-03-31 | → |
| 167 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | $7.59B | $9.92B | 80 | 2026-06-30 | → |
| 168 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $7.52B | $174.54B | 222 | 2026-06-30 | → |
| 169 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | $7.48B | $8.55B | 22 | 2026-03-31 | → |
| 170 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $7.40B | $187.60B | 930 | 2026-03-31 | → |
| 171 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $7.39B | $10.88B | 34 | 2026-03-31 | → |
| 172 | HAYS FINANCIAL GROUP, LLC | 306877 | $7.35B | $7.45B | 12 | 2026-03-31 | → |
| 173 | SAGE ADVISORY SERVICES LTD CO | 106236 | $7.29B | $28.43B | 58 | 2026-03-31 | → |
| 174 | ALLIANT RETIREMENT SERVICES, LLC | 167970 | $7.29B | $7.37B | 30 | 2026-04-30 | → |
| 175 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $7.25B | $24.07B | 127 | 2026-05-31 | → |
| 176 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $7.24B | $40.83B | 27 | 2026-01-31 | → |
| 177 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $7.24B | $23.44B | 51 | 2026-04-30 | → |
| 178 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $7.23B | $280.48B | 381 | 2026-03-31 | → |
| 179 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $7.22B | $30.79B | 87 | 2026-03-31 | → |
| 180 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $7.20B | $96.77B | 102 | 2026-03-31 | → |
| 181 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $7.14B | $80.97B | 365 | 2026-05-31 | → |
| 182 | JARISLOWSKY, FRASER LIMITED | 107390 | $7.14B | $38.23B | 225 | 2025-05-31 | → |
| 183 | JANNEY MONTGOMERY SCOTT LLC | 463 | $7.04B | $110.11B | 2,404 | 2026-06-30 | → |
| 184 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $6.85B | $16.87B | 191 | 2026-04-30 | → |
| 185 | MEKETA INVESTMENT GROUP INC | 110601 | $6.84B | $9.99B | 248 | 2026-03-31 | → |
| 186 | JANUS HENDERSON INVESTORS US LLC | 104652 | $6.77B | $380.43B | 1,013 | 2026-06-30 | → |
| 187 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | $6.75B | $6.85B | 159 | 2026-06-30 | → |
| 188 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $6.67B | $52.93B | 313 | 2026-04-30 | → |
| 189 | AXIOM INVESTORS LLC | 109605 | $6.52B | $28.06B | 57 | 2026-03-31 | → |
| 190 | FISHER ASSET MANAGEMENT, LLC | 107342 | $6.50B | $386.67B | 4,369 | 2026-04-30 | → |
| 191 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $6.48B | $162.89B | 45 | 2026-03-31 | → |
| 192 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $6.48B | $39.46B | 62 | 2026-03-31 | → |
| 193 | HERMES GPE LLP | 151848 | $6.42B | $8.88B | 67 | 2026-03-31 | → |
| 194 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $6.36B | $81.18B | 431 | 2026-05-31 | → |
| 195 | KESTRA ADVISORY SERVICES, LLC | 283330 | $6.34B | $79.80B | 1,359 | 2026-06-30 | → |
| 196 | NPPG PLAN PROFESSIONALS, LLC | 324646 | $6.27B | $6.27B | 2 | 2026-05-31 | → |
| 197 | HIGHLAND ASSOCIATES INC | 104948 | $6.18B | $20.99B | 19 | 2026-03-31 | → |
| 198 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $6.18B | $282.71B | 699 | 2026-03-31 | → |
| 199 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $6.08B | $65.44B | 157 | 2026-05-31 | → |
| 200 | FRANKLIN ADVISERS, INC. | 104517 | $6.01B | $509.45B | 384 | 2026-05-31 | → |
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