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 | |
|---|---|---|---|---|---|---|---|
| 401 | MEADOW CAPITAL MANAGEMENT LLC | 161322 | $2.01B | $5.97B | 17 | 2026-03-31 | → |
| 402 | COMPERIO RETIREMENT CONSULTING, INC. | 140786 | $1.99B | $1.99B | 4 | 2026-03-31 | → |
| 403 | WEALTH MANAGEMENT NEBRASKA LLC | 137080 | $1.97B | $3.71B | 61 | 2026-06-30 | → |
| 404 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | $1.95B | $212.66B | 4,200 | 2026-05-31 | → |
| 405 | STEGNER INVESTMENT ASSOCIATES INC | 107480 | $1.95B | $2.77B | 10 | 2026-03-31 | → |
| 406 | NORTH OF SOUTH CAPITAL LLP | 300917 | $1.93B | $6.70B | 14 | 2026-03-31 | → |
| 407 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $1.93B | $14.43B | 158 | 2026-03-31 | → |
| 408 | INGHAM RUSSELL INVESTMENT ADVISORS INC | 106299 | $1.93B | $2.62B | 10 | 2026-03-31 | → |
| 409 | SAVANT CAPITAL, LLC | 107271 | $1.91B | $49.57B | 659 | 2026-04-30 | → |
| 410 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $1.91B | $199.66B | 452 | 2026-05-31 | → |
| 411 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | $1.87B | $260.22B | 399 | 2026-03-31 | → |
| 412 | MCF ADVISORS, LLC | 130372 | $1.85B | $4.68B | 55 | 2026-05-31 | → |
| 413 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $1.85B | $10.58B | 30 | 2026-06-30 | → |
| 414 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | 107367 | $1.84B | $4.76B | 79 | 2026-06-30 | → |
| 415 | MAJEDIE ASSET MANAGEMENT LIMITED | 284796 | $1.83B | $10.48B | 61 | 2024-12-31 | → |
| 416 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | $1.82B | $10.53B | 52 | 2026-03-31 | → |
| 417 | STONEBRIDGE FINANCIAL GROUP, LLC | 337972 | $1.81B | $2.40B | 10 | 2026-06-30 | → |
| 418 | FIDUCIARY ADVISORS, INC. | 108239 | $1.79B | $2.10B | 4 | 2026-03-31 | → |
| 419 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $1.78B | $23.28B | 155 | 2025-09-30 | → |
| 420 | R SQUARED BM LLC | 308920 | $1.78B | $3.35B | 15 | 2026-03-31 | → |
| 421 | POLEN CAPITAL CREDIT, LLC | 108468 | $1.77B | $6.13B | 46 | 2026-05-31 | → |
| 422 | FOUNDRY PARTNERS, LLC | 164863 | $1.77B | $2.05B | 17 | 2025-03-31 | → |
| 423 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $1.76B | $92.04B | 293 | 2026-06-30 | → |
| 424 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | $1.76B | $9.55B | 79 | 2026-03-31 | → |
| 425 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $1.76B | $82.55B | 300 | 2026-03-31 | → |
| 426 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $1.75B | $23.79B | 26 | 2026-03-31 | → |
| 427 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $1.75B | $23.79B | 0 | 2026-03-31 | → |
| 428 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $1.75B | $23.79B | 6 | 2026-03-31 | → |
| 429 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $1.75B | $23.79B | 34 | 2026-03-31 | → |
| 430 | BENEFIT STREET PARTNERS LIMITED | 160617 | $1.74B | $22.61B | 164 | 2026-05-31 | → |
| 431 | BSP NY LLC | 128557 | $1.74B | $14.24B | 18 | 2026-03-31 | → |
| 432 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $1.74B | $15.47B | 41 | 2026-03-31 | → |
| 433 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $1.74B | $52.63B | 254 | 2026-03-31 | → |
| 434 | HUB INVESTMENT ADVISORS, INC | 164600 | $1.74B | $2.07B | 9 | 2026-01-31 | → |
| 435 | FIDUCIARYVEST, LLC | 134351 | $1.73B | $4.93B | 10 | 2026-03-31 | → |
| 436 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | $1.72B | $7.86B | 22 | 2026-03-31 | → |
| 437 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $1.70B | $51.63B | 711 | 2026-03-31 | → |
| 438 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $1.70B | $1.72T | 946 | 2026-03-31 | → |
| 439 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $1.69B | $24.06B | 168 | 2026-05-31 | → |
| 440 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $1.69B | $9.80B | 46 | 2025-09-30 | → |
| 441 | FOYSTON, GORDON & PAYNE INC. | 121591 | $1.68B | $5.96B | 46 | 2026-05-31 | → |
| 442 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $1.64B | $9.60B | 38 | 2026-03-31 | → |
| 443 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $1.64B | $35.52B | 68 | 2026-06-30 | → |
| 444 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $1.64B | $159.86B | 231 | 2026-03-31 | → |
| 445 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 174809 | $1.63B | $2.69B | 21 | 2026-03-31 | → |
| 446 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | $1.62B | $11.54B | 71 | 2026-03-31 | → |
| 447 | FRED ALGER MANAGEMENT, LLC | 106750 | $1.61B | $26.14B | 98 | 2026-05-31 | → |
| 448 | ARIEL INVESTMENTS, LLC | 108211 | $1.61B | $12.78B | 109 | 2026-04-30 | → |
| 449 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $1.60B | $14.97B | 73 | 2026-06-30 | → |
| 450 | CAMDEN ASSET MANAGEMENT L P | 106772 | $1.60B | $11.17B | 19 | 2026-06-30 | → |
| 451 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $1.60B | $35.05B | 100 | 2026-03-31 | → |
| 452 | GQG PARTNERS LLC | 283720 | $1.59B | $163.86B | 227 | 2026-03-31 | → |
| 453 | TWELVE POINTS WEALTH MANAGEMENT LLC | 171107 | $1.57B | $2.24B | 25 | 2026-05-31 | → |
| 454 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $1.56B | $9.85B | 46 | 2026-03-31 | → |
| 455 | RUFFER LLP | 309733 | $1.56B | $24.87B | 282 | 2026-06-30 | → |
| 456 | FOREST INVESTMENT ASSOCIATES L.P. | 110163 | $1.54B | $5.24B | 55 | 2026-04-30 | → |
| 457 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $1.54B | $29.73B | 86 | 2026-03-31 | → |
| 458 | ALBRITTON CAPITAL MANAGEMENT CO | 112772 | $1.52B | $1.52B | 1 | 2026-03-31 | → |
| 459 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $1.52B | $144.04B | 778 | 2026-06-30 | → |
| 460 | OLDFIELD PARTNERS LLP | 140556 | $1.51B | $1.70B | 16 | 2026-06-30 | → |
| 461 | FIRST MANHATTAN CO. LLC | 325281 | $1.51B | $38.09B | 147 | 2026-04-30 | → |
| 462 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $1.50B | $56.01B | 7,036 | 2026-06-30 | → |
| 463 | RREEF AMERICA L.L.C. | 109596 | $1.50B | $34.34B | 175 | 2026-05-31 | → |
| 464 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $1.50B | $9.89B | 44 | 2026-06-30 | → |
| 465 | FORUSALL ADVISORS, LLC | 167241 | $1.50B | $1.50B | 11 | 2026-03-31 | → |
| 466 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $1.49B | $718.48B | 3,564 | 2026-05-31 | → |
| 467 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $1.49B | $149.48B | 309 | 2026-06-30 | → |
| 468 | INVESCO REAL ESTATE MANAGEMENT S.À R.L. | 286069 | $1.48B | $13.46B | 43 | 2025-03-31 | → |
| 469 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $1.47B | $14.89B | 56 | 2026-03-31 | → |
| 470 | MUZINICH & CO., INC. | 22998 | $1.47B | $31.27B | 110 | 2026-06-30 | → |
| 471 | WILLIS INVESTMENT COUNSEL INC | 111042 | $1.46B | $4.23B | 13 | 2026-04-30 | → |
| 472 | REHMANN CAPITAL ADVISORY GROUP, LLC | 123047 | $1.45B | $5.27B | 39 | 2026-03-31 | → |
| 473 | MML INVESTORS SERVICES, LLC | 10409 | $1.44B | $115.64B | 6,976 | 2026-05-31 | → |
| 474 | LEVEL FOUR ADVISORY SERVICES, LLC | 134086 | $1.44B | $6.54B | 136 | 2026-03-31 | → |
| 475 | JAMES HAMBRO & PARTNERS LLP | 286283 | $1.44B | $10.56B | 166 | 2025-11-30 | → |
| 476 | IRONSHORE FINANCIAL, LLC | 294053 | $1.44B | $1.44B | 1 | 2026-03-31 | → |
| 477 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | $1.40B | $6.34B | 24 | 2026-06-30 | → |
| 478 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $1.39B | $16.09B | 314 | 2026-06-30 | → |
| 479 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $1.39B | $39.04B | 74 | 2026-05-31 | → |
| 480 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | $1.38B | $19.66B | 3 | 2026-06-30 | → |
| 481 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | $1.38B | $8.76B | 118 | 2026-04-30 | → |
| 482 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $1.38B | $18.83B | 398 | 2026-03-31 | → |
| 483 | CKW FINANCIAL GROUP, LLC | 152116 | $1.38B | $2.53B | 7 | 2026-03-31 | → |
| 484 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $1.38B | $92.43B | 110 | 2025-05-31 | → |
| 485 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $1.37B | $88.80B | 217 | 2026-03-31 | → |
| 486 | ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC | 143002 | $1.37B | $1.37B | 4 | 2025-02-28 | → |
| 487 | CLARION PARTNERS, LLC | 108803 | $1.37B | $73.68B | 321 | 2026-02-28 | → |
| 488 | MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC | 117868 | $1.36B | $1.38B | 6 | 2026-06-30 | → |
| 489 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $1.35B | $136.48B | 392 | 2026-05-31 | → |
| 490 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | $1.34B | $10.60B | 325 | 2026-06-30 | → |
| 491 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $1.33B | $14.20B | 79 | 2026-03-31 | → |
| 492 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $1.33B | $54.20B | 177 | 2025-07-31 | → |
| 493 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $1.33B | $46.11B | 2,278 | 2025-03-31 | → |
| 494 | SECOR INVESTMENT MANAGEMENT, LP | 155919 | $1.32B | $2.17B | 38 | 2026-06-30 | → |
| 495 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 309550 | $1.32B | $3.88B | 58 | 2026-04-30 | → |
| 496 | ORIGIN ASSET MANAGEMENT LLP | 139897 | $1.32B | $4.61B | 12 | 2025-02-28 | → |
| 497 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $1.32B | $17.21B | 117 | 2026-06-30 | → |
| 498 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $1.32B | $156.56B | 100 | 2026-06-30 | → |
| 499 | EMBREE FINANCIAL GROUP | 108233 | $1.31B | $2.64B | 19 | 2026-02-28 | → |
| 500 | TPG FINANCIAL ADVISORS, LLC | 141153 | $1.30B | $2.22B | 21 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30