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 | |
|---|---|---|---|---|---|---|---|
| 201 | HOSKING PARTNERS LLP | 173527 | $5.99B | $6.95B | 28 | 2026-04-30 | → |
| 202 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $5.97B | $76.41B | 207 | 2026-03-31 | → |
| 203 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $5.96B | $18.83B | 75 | 2025-12-31 | → |
| 204 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $5.95B | $122.19B | 1,700 | 2026-06-30 | → |
| 205 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $5.91B | $66.67B | 162 | 2026-03-31 | → |
| 206 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $5.88B | $29.59B | 127 | 2026-02-28 | → |
| 207 | MORRISON US, LLC | 315983 | $5.74B | $27.97B | 20 | 2026-01-31 | → |
| 208 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $5.67B | $177.46B | 375 | 2026-05-31 | → |
| 209 | HARDING LOEVNER LP | 104543 | $5.67B | $32.06B | 104 | 2026-03-31 | → |
| 210 | PENTEGRA INVESTORS, INC. | 111503 | $5.60B | $5.60B | 13 | 2026-05-31 | → |
| 211 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $5.58B | $24.86B | 41 | 2026-03-31 | → |
| 212 | PLANPILOT, LLC | 160319 | $5.58B | $5.58B | 15 | 2026-02-28 | → |
| 213 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $5.57B | $33.19B | 7 | 2025-12-31 | → |
| 214 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | $5.56B | $6.18B | 45 | 2026-03-31 | → |
| 215 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $5.56B | $77.96B | 319 | 2026-03-31 | → |
| 216 | ALPHAPOINT, INC. | 130115 | $5.56B | $5.56B | 1 | 2026-03-31 | → |
| 217 | VERATIS ADVISORS, INC. | 117892 | $5.55B | $5.99B | 8 | 2026-03-31 | → |
| 218 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $5.54B | $24.40B | 61 | 2026-03-31 | → |
| 219 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $5.53B | $12.97B | 31 | 2026-05-31 | → |
| 220 | SIERRA INVESTMENT PARTNERS, INC. | 110954 | $5.50B | $5.50B | 9 | 2026-03-31 | → |
| 221 | SIGULER GUFF ADVISERS LLC | 106788 | $5.44B | $18.26B | 130 | 2026-03-31 | → |
| 222 | BETTERMENT LLC | 149117 | $5.43B | $69.52B | 794 | 2026-06-30 | → |
| 223 | EDWARD D. JONES & CO., L.P. | 250 | $5.42B | $1.01T | 36,317 | 2026-06-30 | → |
| 224 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $5.41B | $10.81B | 23 | 2026-03-31 | → |
| 225 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | $5.38B | $5.49B | 11 | 2026-03-31 | → |
| 226 | PENSION CONSULTANTS INC | 113914 | $5.37B | $5.42B | 17 | 2026-03-31 | → |
| 227 | BRIDGEWATER ASSOCIATES, LP | 105129 | $5.32B | $150.16B | 1,135 | 2026-05-31 | → |
| 228 | NINETY ONE NORTH AMERICA, INC. | 167922 | $5.29B | $41.47B | 68 | 2026-06-30 | → |
| 229 | LSV ASSET MANAGEMENT | 109918 | $5.26B | $104.25B | 45 | 2026-03-31 | → |
| 230 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $5.15B | $40.58B | 103 | 2026-03-31 | → |
| 231 | PINEBRIDGE INVESTMENTS LLC | 285211 | $5.15B | $76.73B | 239 | 2026-05-31 | → |
| 232 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | $5.09B | $5.09B | 6 | 2025-05-31 | → |
| 233 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | 36026 | $5.05B | $5.06B | 11 | 2026-03-31 | → |
| 234 | NEWPORT GROUP CONSULTING, LLC | 140944 | $5.05B | $5.05B | 31 | 2026-03-31 | → |
| 235 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $5.05B | $11.14B | 23 | 2025-09-30 | → |
| 236 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | $5.02B | $660.47B | 14,056 | 2026-06-30 | → |
| 237 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $4.99B | $40.94B | 278 | 2026-03-31 | → |
| 238 | CAPITAL RESEARCH & CONSULTING LLC | 109868 | $4.97B | $5.99B | 8 | 2026-06-30 | → |
| 239 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $4.95B | $49.31B | 133 | 2026-04-30 | → |
| 240 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | 113833 | $4.94B | $4.97B | 13 | 2026-04-30 | → |
| 241 | ARES MANAGEMENT LLC | 130074 | $4.93B | $458.82B | 3,990 | 2026-05-31 | → |
| 242 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $4.93B | $122.06B | 354 | 2025-03-31 | → |
| 243 | PROCYON ADVISORS, LLC | 288239 | $4.91B | $9.20B | 76 | 2026-05-31 | → |
| 244 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $4.91B | $8.52B | 11 | 2026-05-31 | → |
| 245 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $4.88B | $62.24B | 103 | 2026-03-31 | → |
| 246 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $4.86B | $228.04B | 267 | 2026-03-31 | → |
| 247 | WAVERLY ADVISORS, LLC | 115332 | $4.85B | $29.78B | 414 | 2026-06-30 | → |
| 248 | CRESTLINE MANAGEMENT, L.P. | 122711 | $4.84B | $22.51B | 195 | 2026-03-31 | → |
| 249 | PRECEPT ADVISORY GROUP LLC | 152776 | $4.82B | $5.01B | 8 | 2025-03-31 | → |
| 250 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $4.75B | $54.13B | 46 | 2026-03-31 | → |
| 251 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $4.71B | $12.04B | 121 | 2026-03-31 | → |
| 252 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $4.67B | $104.49B | 212 | 2026-05-31 | → |
| 253 | BROWN ADVISORY LTD. | 168985 | $4.65B | $26.58B | 110 | 2026-03-31 | → |
| 254 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | $4.58B | $7.75B | 26 | 2026-03-31 | → |
| 255 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | $4.56B | $4.98B | 37 | 2026-03-31 | → |
| 256 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $4.55B | $76.06B | 116 | 2026-03-31 | → |
| 257 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $4.44B | $24.79B | 422 | 2026-03-31 | → |
| 258 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $4.44B | $21.75B | 100 | 2026-01-31 | → |
| 259 | ROCKEFELLER FINANCIAL LLC | 291361 | $4.41B | $99.60B | 1,005 | 2026-03-31 | → |
| 260 | MERIT FINANCIAL GROUP, LLC | 142457 | $4.41B | $23.88B | 470 | 2026-06-30 | → |
| 261 | HOMESTEAD ADVISERS CORP. | 109845 | $4.41B | $7.45B | 40 | 2026-06-30 | → |
| 262 | MAYFLOWER FINANCIAL ADVISORS, LLC | 307857 | $4.40B | $5.82B | 33 | 2026-05-31 | → |
| 263 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $4.39B | $97.82B | 248 | 2026-06-30 | → |
| 264 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $4.30B | $35.71B | 630 | 2026-03-31 | → |
| 265 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $4.27B | $41.48B | 94 | 2026-06-30 | → |
| 266 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $4.26B | $13.70B | 100 | 2026-03-31 | → |
| 267 | NORTHCAPE CAPITAL PTY LTD | 332305 | $4.18B | $9.96B | 32 | 2026-04-30 | → |
| 268 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $4.18B | $26.46B | 149 | 2026-03-31 | → |
| 269 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $4.17B | $15.19B | 212 | 2026-03-31 | → |
| 270 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $4.14B | $676.69B | 1,589 | 2026-06-30 | → |
| 271 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $4.12B | $9.57B | 34 | 2026-03-31 | → |
| 272 | PROMANAGE, LLC | 133357 | $4.06B | $4.06B | 9 | 2026-06-30 | → |
| 273 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $4.06B | $941.02B | 222 | 2026-03-31 | → |
| 274 | RESOURCE MANAGEMENT SERVICE, LLC | 130791 | $4.05B | $5.92B | 149 | 2026-03-31 | → |
| 275 | CLEAR INVESTMENT RESEARCH, LLC | 172685 | $4.05B | $4.19B | 5 | 2026-03-31 | → |
| 276 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $4.03B | $36.93B | 64 | 2026-03-31 | → |
| 277 | HARRIS ASSOCIATES LP | 106960 | $4.00B | $109.48B | 221 | 2026-03-31 | → |
| 278 | HECK CAPITAL ADVISORS, LLC | 143848 | $3.99B | $11.31B | 30 | 2026-03-31 | → |
| 279 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $3.97B | $29.73B | 137 | 2026-05-31 | → |
| 280 | FINANCIAL INTEGRITY ADVISORS, LLC | 130458 | $3.96B | $3.96B | 2 | 2026-03-31 | → |
| 281 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $3.96B | $14.70B | 23 | 2026-04-30 | → |
| 282 | EMPOWER ADVISORY GROUP, LLC | 112058 | $3.95B | $195.43B | 8,051 | 2026-06-30 | → |
| 283 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $3.92B | $93.47B | 157 | 2026-06-30 | → |
| 284 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $3.87B | $123.58B | 322 | 2026-03-31 | → |
| 285 | EARNEST PARTNERS LLC | 107926 | $3.87B | $42.61B | 47 | 2026-06-30 | → |
| 286 | CIGNA INVESTMENTS, INC. | 105811 | $3.83B | $25.76B | 108 | 2026-03-31 | → |
| 287 | MARINER, LLC | 140195 | $3.80B | $125.41B | 1,889 | 2026-03-31 | → |
| 288 | IFP ADVISORS, LLC | 125112 | $3.77B | $16.29B | 328 | 2026-06-30 | → |
| 289 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $3.76B | $23.95B | 56 | 2026-01-31 | → |
| 290 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $3.74B | $169.62B | 419 | 2026-03-31 | → |
| 291 | CSM ADVISORS, LLC | 306128 | $3.74B | $11.65B | 44 | 2026-05-31 | → |
| 292 | LORD, ABBETT & CO. LLC | 110391 | $3.73B | $270.39B | 821 | 2025-12-31 | → |
| 293 | SEGALL BRYANT & HAMILL, LLC | 106505 | $3.70B | $22.64B | 161 | 2026-06-30 | → |
| 294 | FOREST CAPITAL MANAGEMENT, LLC | 171659 | $3.69B | $3.75B | 11 | 2026-03-31 | → |
| 295 | DOUBLELINE CAPITAL LP | 152606 | $3.68B | $93.32B | 258 | 2026-03-31 | → |
| 296 | ALERA INVESTMENT ADVISORS, LLC | 287906 | $3.68B | $5.29B | 107 | 2026-03-31 | → |
| 297 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $3.68B | $33.02B | 108 | 2026-04-30 | → |
| 298 | AKSIA LLC | 143422 | $3.64B | $35.20B | 177 | 2026-06-30 | → |
| 299 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $3.62B | $17.83B | 104 | 2026-05-31 | → |
| 300 | TWO WEST CAPITAL ADVISORS LLC | 154543 | $3.61B | $3.89B | 15 | 2026-05-31 | → |
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