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 | |
|---|---|---|---|---|---|---|---|
| 501 | BRISTOL GROUP INC | 105087 | $1.29B | $2.04B | 13 | 2026-06-30 | → |
| 502 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $1.28B | $23.85B | 35 | 2026-06-30 | → |
| 503 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $1.28B | $26.12B | 82 | 2026-05-31 | → |
| 504 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | $1.28B | $5.93B | 20 | 2026-03-31 | → |
| 505 | ADVANCED PORTFOLIO MANAGEMENT, LLC | 138769 | $1.28B | $2.70B | 18 | 2026-03-31 | → |
| 506 | LEE OVERLAY PARTNERS LTD | 110822 | $1.28B | $21.26B | 30 | 2025-09-30 | → |
| 507 | CORE AND VALUE ADVISORS, LLC | 156093 | $1.27B | $21.18B | 161 | 2026-06-30 | → |
| 508 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | 128591 | $1.27B | $3.31B | 28 | 2026-03-31 | → |
| 509 | MODERN WEALTH MANAGEMENT, LLC | 324624 | $1.27B | $10.90B | 253 | 2026-04-30 | → |
| 510 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $1.26B | $21.15B | 63 | 2026-04-30 | → |
| 511 | FIDUCIARY SERVICES LLC | 314777 | $1.26B | $1.26B | 7 | 2025-03-31 | → |
| 512 | HUMAN INVESTING, LLC | 133017 | $1.26B | $2.22B | 28 | 2026-03-31 | → |
| 513 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $1.26B | $3.44B | 13 | 2026-03-31 | → |
| 514 | NBT CAPITAL MANAGEMENT, INC. | 104932 | $1.26B | $1.61B | 15 | 2026-06-30 | → |
| 515 | IMA ADVISORY SERVICES, INC. | 112091 | $1.25B | $3.90B | 50 | 2026-05-31 | → |
| 516 | PNC CAPITAL ADVISORS LLC | 151829 | $1.24B | $50.88B | 258 | 2026-03-31 | → |
| 517 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $1.24B | $128.73B | 4,220 | 2026-06-30 | → |
| 518 | ALGERT GLOBAL LLC | 125523 | $1.23B | $10.20B | 24 | 2026-05-31 | → |
| 519 | LARRAINVIAL ASSET MANAGEMENT ADMINISTRADORA GENERAL DE FONDOS SA | 295522 | $1.23B | $2.29B | 93 | 2025-03-31 | → |
| 520 | XPONANCE LLC | 111126 | $1.23B | $24.27B | 46 | 2026-04-30 | → |
| 521 | HQ CAPITAL PRIVATE EQUITY LLC | 134231 | $1.23B | $5.40B | 78 | 2026-03-31 | → |
| 522 | TRIBRIDGE PARTNERS FINANCIAL LLC | 326489 | $1.22B | $1.60B | 23 | 2026-06-30 | → |
| 523 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $1.22B | $12.27B | 48 | 2025-12-31 | → |
| 524 | NORTHSTAR FIDUCIARY PARTNERS, LLC | 284994 | $1.22B | $1.27B | 2 | 2026-04-30 | → |
| 525 | PRIMECAP MANAGEMENT CO | 105516 | $1.22B | $139.34B | 43 | 2026-03-31 | → |
| 526 | HAUSER RETIREMENT SOLUTIONS 2 LLC | 299959 | $1.21B | $1.21B | 5 | 2026-04-30 | → |
| 527 | ICAPITAL, LLC | 122816 | $1.21B | $1.45B | 9 | 2026-03-31 | → |
| 528 | KLINGMAN AND ASSOCIATES, LLC | 125618 | $1.21B | $5.66B | 25 | 2026-05-31 | → |
| 529 | HUB INVESTMENT PARTNERS, LLC | 307956 | $1.21B | $11.88B | 172 | 2026-06-30 | → |
| 530 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | 148128 | $1.20B | $1.28B | 15 | 2026-04-30 | → |
| 531 | THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 172470 | $1.19B | $2.64B | 59 | 2026-06-30 | → |
| 532 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $1.19B | $40.52B | 122 | 2026-06-30 | → |
| 533 | 1834 INVESTMENT ADVISORS CO. | 105435 | $1.18B | $2.20B | 45 | 2026-04-30 | → |
| 534 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $1.17B | $29.38B | 109 | 2026-03-31 | → |
| 535 | RESOLUTION CAPITAL LIMITED | 142409 | $1.17B | $9.39B | 28 | 2025-09-30 | → |
| 536 | MARSHALL + STERLING WEALTH ADVISORS, INC. | 164345 | $1.17B | $1.59B | 15 | 2026-05-31 | → |
| 537 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $1.16B | $24.65B | 289 | 2026-06-30 | → |
| 538 | CORIENT PRIVATE WEALTH LLC | 319448 | $1.16B | $165.25B | 1,537 | 2026-03-31 | → |
| 539 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $1.15B | $10.66B | 68 | 2026-06-30 | → |
| 540 | BELL ASSET MANAGEMENT LIMITED | 146144 | $1.15B | $2.18B | 30 | 2026-03-31 | → |
| 541 | FIDUCIARY MANAGEMENT, INC. | 109149 | $1.15B | $11.36B | 25 | 2026-06-30 | → |
| 542 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $1.14B | $22.77B | 14 | 2026-03-31 | → |
| 543 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $1.14B | $22.77B | 11 | 2026-03-31 | → |
| 544 | WESTWOOD MANAGEMENT CORP | 110269 | $1.14B | $12.46B | 95 | 2026-03-31 | → |
| 545 | SYM FINANCIAL CORPORATION | 107517 | $1.14B | $5.81B | 84 | 2026-03-31 | → |
| 546 | CASTLEARK MANAGEMENT LLC | 109587 | $1.14B | $4.59B | 28 | 2026-04-30 | → |
| 547 | PARADICE INVESTMENT MANAGEMENT LLC | 164411 | $1.13B | $1.39B | 5 | 2025-12-31 | → |
| 548 | ASB CAPITAL MANAGEMENT LLC | 110995 | $1.13B | $36.68B | 62 | 2026-04-30 | → |
| 549 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $1.11B | $9.45B | 20 | 2026-05-31 | → |
| 550 | HUDSON EDGE INVESTMENT PARTNERS, INC. | 104870 | $1.11B | $2.95B | 16 | 2026-04-30 | → |
| 551 | PORTFOLIO ADVISORS LLC | 105981 | $1.11B | $47.84B | 164 | 2026-03-31 | → |
| 552 | PATRIA PRIVATE EQUITY (EUROPE) LIMITED | 318769 | $1.10B | $8.01B | 70 | 2026-05-31 | → |
| 553 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $1.10B | $24.40B | 314 | 2026-06-30 | → |
| 554 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $1.10B | $68.22B | 408 | 2026-03-31 | → |
| 555 | PROVENANCE WEALTH ADVISORS, LLC | 126529 | $1.10B | $4.44B | 52 | 2026-01-31 | → |
| 556 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $1.10B | $11.29B | 159 | 2026-06-30 | → |
| 557 | GUARDIAN CAPITAL LP | 105078 | $1.09B | $10.68B | 90 | 2026-03-31 | → |
| 558 | SELECT EQUITY GROUP, L.P. | 168496 | $1.09B | $36.38B | 171 | 2026-03-31 | → |
| 559 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $1.09B | $12.44B | 333 | 2025-09-30 | → |
| 560 | NEW CENTURY PARTNERS | 110350 | $1.07B | $1.12B | 1 | 2026-02-28 | → |
| 561 | D.F. DENT AND COMPANY, INC. | 105179 | $1.07B | $7.88B | 31 | 2026-06-30 | → |
| 562 | HARVEY PARTNERS, LLC | 160681 | $1.07B | $1.23B | 5 | 2026-03-31 | → |
| 563 | OSAIC WEALTH, INC. | 23131 | $1.07B | $234.86B | 8,979 | 2026-06-30 | → |
| 564 | POINTOAK RETIREMENT ADVISORS, LLC | 314866 | $1.07B | $1.08B | 3 | 2026-03-31 | → |
| 565 | COOKE & BIELER, L.P. | 113859 | $1.06B | $10.56B | 32 | 2026-03-31 | → |
| 566 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 112500 | $1.06B | $8.77B | 27 | 2026-03-31 | → |
| 567 | WESPAC ADVISORS, LLC | 148242 | $1.06B | $1.21B | 10 | 2026-04-30 | → |
| 568 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | $1.06B | $138.69B | 3,527 | 2026-06-30 | → |
| 569 | LUCID ADVISORS, INC. | 116639 | $1.05B | $1.15B | 2 | 2026-03-31 | → |
| 570 | WESCOTT FINANCIAL ADVISORY GROUP LLC | 105989 | $1.05B | $4.16B | 48 | 2026-04-30 | → |
| 571 | DALTON INVESTMENTS, INC. | 308609 | $1.05B | $5.72B | 46 | 2026-03-31 | → |
| 572 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $1.05B | $11.49B | 78 | 2026-03-31 | → |
| 573 | M.D. SASS, LLC | 110590 | $1.04B | $2.06B | 19 | 2026-03-31 | → |
| 574 | WASATCH ADVISORS LP | 106081 | $1.04B | $23.35B | 96 | 2026-03-31 | → |
| 575 | NEWFRONT RETIREMENT SERVICES, INC. | 167641 | $1.04B | $1.04B | 31 | 2026-06-30 | → |
| 576 | 3(38) INVESTMENT FIDUCIARIES INC. | 298053 | $1.04B | $1.04B | 2 | 2026-06-30 | → |
| 577 | BRIGHTON JONES LLC | 108601 | $1.03B | $18.88B | 316 | 2026-05-31 | → |
| 578 | OCTOPUS RENEWABLES LTD. | 326704 | $1.03B | $6.40B | 159 | 2025-07-31 | → |
| 579 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $1.02B | $7.90B | 41 | 2026-03-31 | → |
| 580 | PYRFORD INTERNATIONAL LTD | 105646 | $1.01B | $7.07B | 35 | 2026-06-30 | → |
| 581 | PASSAIC PARTNERS LLC | 313290 | $1.01B | $2.24B | 9 | 2026-03-31 | → |
| 582 | AXIA ADVISORY CORP | 107571 | $1.01B | $1.88B | 4 | 2026-05-31 | → |
| 583 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $1.00B | $6.87B | 35 | 2026-03-31 | → |
| 584 | DAYBRIGHT ADVISORY SERVICES, INC. | 133795 | $997.4M | $997.4M | 10 | 2026-03-31 | → |
| 585 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $994.4M | $29.38B | 120 | 2026-05-31 | → |
| 586 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $985.9M | $469.98B | 758 | 2026-06-30 | → |
| 587 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $985.1M | $14.15B | 105 | 2026-03-31 | → |
| 588 | T. ROWE PRICE (CANADA) INC. | 107290 | $977.3M | $6.55B | 11 | 2026-03-31 | → |
| 589 | SHUSTER ADVISORY GROUP, LLC | 170233 | $977.3M | $10.32B | 15 | 2026-05-31 | → |
| 590 | FIRST SENTIER INVESTORS (SINGAPORE) | 165124 | $963.5M | $10.84B | 55 | 2026-03-31 | → |
| 591 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $962.3M | $26.04B | 131 | 2026-04-30 | → |
| 592 | QUEST INVESTMENT MANAGEMENT, LLC | 110640 | $961.0M | $1.71B | 9 | 2026-03-31 | → |
| 593 | JOCELYN INVESTMENT MANAGEMENT, LLC | 323831 | $957.0M | $1.01B | 2 | 2026-03-31 | → |
| 594 | RBC ROCHDALE, LLC | 117198 | $956.6M | $72.96B | 269 | 2026-05-31 | → |
| 595 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $950.3M | $67.84B | 610 | 2026-06-30 | → |
| 596 | EP WEALTH ADVISORS, LLC. | 111147 | $950.0M | $45.15B | 618 | 2026-04-30 | → |
| 597 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | $944.3M | $17.14B | 184 | 2025-07-31 | → |
| 598 | CFS INVESTMENT ADVISORY SERVICES LLC | 106577 | $942.5M | $2.73B | 13 | 2026-03-31 | → |
| 599 | POLARIS CAPITAL MANAGEMENT, LLC | 106278 | $938.5M | $5.45B | 18 | 2026-01-31 | → |
| 600 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $936.2M | $326.29B | 1,679 | 2026-03-31 | → |
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