Research Report · 2026-06-30
Registered Investment Advisers Growing AUM Faster Than Headcount
SEC-registered investment advisers ranked by the gap between reported AUM growth and employee growth.
Firms
1,000
Total AUM
$24.97T
Median AUM
$1.82B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM Growth Minus Headcount Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | PUBLIC ADVISORS LLC | 318234 | $103.3 | $18.8M | 44 | 2026-03-31 | → |
| 102 | SAVVY ADVISORS, INC. | 318493 | $102.8 | $5.00B | 170 | 2026-03-31 | → |
| 103 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | $102.3 | $4.20B | 9 | 2026-03-31 | → |
| 104 | QUANTIFY CHAOS ADVISORS, LLC | 328864 | $101.7 | $133.2M | 4 | 2026-03-31 | → |
| 105 | ABRY PARTNERS III, LLC | 323712 | $99.6 | $1.11B | 100 | 2026-03-31 | → |
| 106 | HATCH COVE CAPITAL, LLC | 324472 | $99.2 | $291.5M | 4 | 2026-03-31 | → |
| 107 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $98.9 | $17.93B | 38 | 2026-03-31 | → |
| 108 | STERLING INVESTMENT PARTNERS ADVISERS, LLC | 156946 | $98.8 | $3.94B | 24 | 2026-03-31 | → |
| 109 | PRELUDE GROWTH PARTNERS MANAGEMENT COMPANY, LLC | 293249 | $98.4 | $1.22B | 12 | 2026-03-31 | → |
| 110 | TACTICAL INFRASTRUCTURE PARTNERS, LP | 318315 | $98.4 | $398.3M | 6 | 2026-03-31 | → |
| 111 | ACADEMY ASSET MANAGEMENT, LLC | 319774 | $97 | $1.29B | 13 | 2026-02-28 | → |
| 112 | BONDBLOXX INVESTMENT MANAGEMENT CORPORATION | 317318 | $96.8 | $7.24B | 32 | 2026-03-31 | → |
| 113 | LEONID CAPITAL PARTNERS, LLC | 327020 | $96.7 | $363.0M | 20 | 2026-03-31 | → |
| 114 | TRUELINK CAPITAL MANAGEMENT, LLC | 323910 | $96.3 | $4.20B | 24 | 2026-03-31 | → |
| 115 | NOVACAP MANAGEMENT FINANCIAL SERVICES INC. | 327205 | $95 | $834.8M | 12 | 2026-03-31 | → |
| 116 | ARIN RISK ADVISORS LLC | 151491 | $94.8 | $10.19B | 11 | 2026-03-31 | → |
| 117 | ETHOS CAPITAL LP | 306874 | $94 | $6.31B | 19 | 2026-03-31 | → |
| 118 | PRYSM CAPITAL, L.P. | 304961 | $93.2 | $6.86B | 14 | 2026-03-31 | → |
| 119 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 317392 | $91.3 | $2.61B | 11 | 2026-03-31 | → |
| 120 | SPARX ASSET MANAGEMENT KOREA CO., LTD. | 338393 | $90.9 | $2.13B | 23 | 2026-06-30 | → |
| 121 | TRINITY CAPITAL ADVISER LLC | 326133 | $90.5 | $157.6M | 106 | 2026-03-31 | → |
| 122 | ROUNDHILL FINANCIAL INC. | 300799 | $90.5 | $9.59B | 13 | 2026-02-28 | → |
| 123 | MCA CROSS BORDER ADVISORS INC. | 168125 | $90.3 | $31.1M | 24 | 2026-03-31 | → |
| 124 | SEASIDE EQUITY PARTNERS, LLC | 307171 | $90 | $1.37B | 19 | 2026-03-31 | → |
| 125 | BREAKOUT CAPITAL PARTNERS LP | 321224 | $89.6 | $1.20B | 16 | 2026-03-31 | → |
| 126 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $88.9 | $18.07B | 16 | 2026-03-31 | → |
| 127 | SAYBROOK FUND ADVISORS, LLC | 158634 | $88.7 | $461.2M | 11 | 2026-03-31 | → |
| 128 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | $87.5 | $17.93B | 128 | 2026-06-30 | → |
| 129 | KRANE CAPITAL MANAGEMENT, LLC | 329110 | $87.1 | $48.4M | 50 | 2026-03-31 | → |
| 130 | ATOM INVESTORS LP | 296819 | $87.1 | $6.83B | 24 | 2026-03-31 | → |
| 131 | RETIRABLE INC. | 307472 | $86.6 | $301.0M | 23 | 2026-03-31 | → |
| 132 | UNIO CAPITAL LLC | 166483 | $85.9 | $691.5M | 8 | 2026-03-31 | → |
| 133 | VESTAL POINT CAPITAL, LP | 325894 | $85.9 | $5.47B | 11 | 2026-03-31 | → |
| 134 | ANDA ASSET MANAGEMENT CO., LTD. | 165123 | $85.4 | $1.23B | 32 | 2026-06-30 | → |
| 135 | PRIVACORE CAPITAL ADVISORS, LLC | 330893 | $84 | $108.5M | 24 | 2026-02-28 | → |
| 136 | ANDROS CAPITAL PARTNERS LLC | 310641 | $83.8 | $3.51B | 6 | 2026-03-31 | → |
| 137 | EAGLE'S VIEW CAPITAL MANAGEMENT LLC | 160494 | $83.7 | $860.5M | 10 | 2026-03-31 | → |
| 138 | EMP MANAGEMENT LLC | 285104 | $83.5 | $840.6M | 22 | 2026-03-31 | → |
| 139 | GARDA CAPITAL PARTNERS LP | 282439 | $83.3 | $207.10B | 224 | 2026-03-31 | → |
| 140 | OCM PRIVATE WEALTH, LLC | 332302 | $83.1 | $338.1M | 8 | 2026-03-31 | → |
| 141 | FOURSIXTHREE CAPITAL LP | 311299 | $83 | $3.18B | 19 | 2026-03-31 | → |
| 142 | ROTUNDA CAPITAL PARTNERS, LLC | 290282 | $83 | $1.61B | 31 | 2026-03-31 | → |
| 143 | WELARA ASSET MANAGEMENT LLC | 334534 | $82.9 | $83.7M | 13 | 2026-03-31 | → |
| 144 | CURA & SENECTUS INVESTMENT AG | 294103 | $82.4 | $146.2M | 8 | 2026-02-28 | → |
| 145 | ADAR1 CAPITAL MANAGEMENT, LLC | 299694 | $82.1 | $1.68B | 11 | 2026-03-31 | → |
| 146 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 310106 | $81.9 | $844.8M | 6 | 2026-02-28 | → |
| 147 | RETIREMENT PLAN ADVISORS, LLC | 122758 | $81.3 | $3.54B | 47 | 2026-03-31 | → |
| 148 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $81 | $10.79B | 221 | 2026-05-31 | → |
| 149 | MORALIS TECHNOLOGIES, LLC | 316221 | $80.2 | $103.0M | 13 | 2026-03-31 | → |
| 150 | VALTRION CAPITAL MANAGEMENT, LLC | 318048 | $80.1 | $287.3M | 6 | 2026-03-31 | → |
| 151 | ADVISOR SHARE WEALTH MANAGEMENT, LLC | 307997 | $79.9 | $376.9M | 47 | 2026-03-31 | → |
| 152 | KINETIC PARTNERS MANAGEMENT, LP | 318097 | $79.7 | $4.73B | 15 | 2026-03-31 | → |
| 153 | HOLLYPORT CAPITAL LLP | 289306 | $79 | $12.20B | 84 | 2026-06-30 | → |
| 154 | OLD WEST INVESTMENT MANAGEMENT, LLC | 148343 | $77.9 | $915.7M | 8 | 2026-03-31 | → |
| 155 | LINCHRIS CAPITAL MANAGEMENT, LLC | 291898 | $77.6 | $528.3M | 21 | 2025-03-31 | → |
| 156 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $76.9 | $23.90B | 104 | 2026-03-31 | → |
| 157 | AS AVARON ASSET MANAGEMENT | 282350 | $76.4 | $401.9M | 17 | 2026-02-28 | → |
| 158 | REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC | 294006 | $76.1 | $1.51B | 22 | 2026-03-31 | → |
| 159 | ACTUSRAYPARTNERS LIMITED | 313897 | $75.8 | $2.34B | 37 | 2026-03-31 | → |
| 160 | BLACK BAY PARTNERS, LLC | 284945 | $74.8 | $830.1M | 17 | 2026-03-31 | → |
| 161 | SAGARD HOLDINGS MANAGER (US) LLC | 322374 | $74.6 | $1.41B | 41 | 2026-03-31 | → |
| 162 | NOLET WEALTH MANAGEMENT, LLC | 329186 | $73.6 | $272.6M | 4 | 2026-01-31 | → |
| 163 | GLADE BROOK CAPITAL PARTNERS LLC | 159807 | $73.4 | $3.96B | 18 | 2026-03-31 | → |
| 164 | BANNER RIDGE PARTNERS, LP | 304928 | $73.2 | $15.32B | 27 | 2026-03-31 | → |
| 165 | MUDITA ADVISORS LLP | 315593 | $73 | $2.38B | 7 | 2026-06-30 | → |
| 166 | CAPVEST PARTNERS, INC. | 324459 | $72.3 | $10.25B | 14 | 2026-03-31 | → |
| 167 | GLS CAPITAL, LLC | 298976 | $72.2 | $924.7M | 11 | 2026-03-31 | → |
| 168 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | $72.1 | $60.91B | 53 | 2026-03-31 | → |
| 169 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $71.8 | $135.09B | 1,715 | 2026-03-31 | → |
| 170 | THIRD LAKE PARTNERS, LLC | 299961 | $71.4 | $5.97B | 16 | 2026-03-31 | → |
| 171 | CORDOBA CAPITAL PARTNERS, LLC | 329644 | $71.2 | $152.6M | 11 | 2026-03-31 | → |
| 172 | NOMURA ASSET MANAGEMENT U.S.A. INC | 108222 | $71 | $1.01B | 26 | 2026-06-30 | → |
| 173 | GCP CAPITAL PARTNERS LLC | 154457 | $70.9 | $1.54B | 12 | 2026-03-31 | → |
| 174 | ATLAS FRM LLC | 160610 | $70.6 | $18.12B | 87 | 2026-03-31 | → |
| 175 | MUDDY WATERS CAPITAL LLC | 281411 | $69.9 | $576.3M | 14 | 2026-03-31 | → |
| 176 | RECKONER CAPITAL MANAGEMENT LLC | 333863 | $69.9 | $273.4M | 26 | 2026-03-31 | → |
| 177 | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | 104684 | $69.8 | $249.1M | 11 | 2026-03-31 | → |
| 178 | TWO SEAS CAPITAL LP | 310191 | $69.4 | $2.82B | 16 | 2026-03-31 | → |
| 179 | RBB TREASURY LLC | 314581 | $68.8 | $1.89B | 4 | 2026-03-31 | → |
| 180 | SYGNUS CAPITAL PR LLC | 283447 | $68.6 | $236.2M | 31 | 2026-03-31 | → |
| 181 | ASCEND CAPITAL PARTNERS MANAGER, L.P. | 310515 | $68.4 | $2.18B | 19 | 2026-03-31 | → |
| 182 | ALOOOLA, LLC | 325090 | $68 | $51.2M | 4 | 2026-03-31 | → |
| 183 | BOYNE CAPITAL MANAGEMENT, LLC | 285919 | $67.9 | $1.16B | 33 | 2026-03-31 | → |
| 184 | SARDIS GROUP, LLC | 333854 | $67.9 | $531.2M | 6 | 2026-03-31 | → |
| 185 | TALOS EURISKO ASSET MANAGEMENT LP | 332873 | $67.2 | $1.76B | 6 | 2026-03-31 | → |
| 186 | TWIN OAK ETF COMPANY | 330365 | $66.9 | $1.06B | 6 | 2026-05-31 | → |
| 187 | INLIGHT WEALTH MANAGEMENT, LLC | 289908 | $66.8 | $843.3M | 6 | 2026-03-31 | → |
| 188 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | $66.4 | $6.85B | 18 | 2026-03-31 | → |
| 189 | SANDBROOK CAPITAL MANAGEMENT LP | 317009 | $66.3 | $4.58B | 29 | 2026-03-31 | → |
| 190 | E6 PORTFOLIOS | 326617 | $66.1 | $239.4M | 9 | 2026-03-31 | → |
| 191 | BLACKRIDGE ASSET MANAGEMENT, LLC | 277085 | $66.1 | $370.3M | 72 | 2026-05-31 | → |
| 192 | POLYMER CAPITAL MANAGEMENT (US), LLC | 316277 | $65.6 | $1.41B | 23 | 2026-03-31 | → |
| 193 | SANDS CAPITAL ALTERNATIVES, LLC | 155517 | $65.5 | $5.41B | 182 | 2026-03-31 | → |
| 194 | ROOT CAPITAL - GEST?O DE RECURSOS LTDA. | 323503 | $65.3 | $1.27B | 20 | 2026-03-31 | → |
| 195 | CABLE CAR CAPITAL, LP | 169234 | $65.3 | $548.3M | 3 | 2026-03-31 | → |
| 196 | PCIM REALTY ADVISORS, LLC | 313281 | $64.8 | $1.22B | 19 | 2026-03-31 | → |
| 197 | USCF ADVISERS LLC | 171962 | $64.2 | $714.9M | 14 | 2026-03-31 | → |
| 198 | THE LINONIA PARTNERSHIP LP | 326550 | $63.6 | $5.84B | 8 | 2026-03-31 | → |
| 199 | CASTELLAN GROUP, LLC | 299363 | $63.6 | $882.2M | 8 | 2026-03-31 | → |
| 200 | SEVEN HILLS FINANCIAL, LLC | 143190 | $63.4 | $280.9M | 5 | 2026-03-31 | → |
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