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 | |
|---|---|---|---|---|---|---|---|
| 201 | DYNASTY EQUITY PARTNERS MANAGEMENT, LLC | 327607 | $63.4 | $669.8M | 14 | 2026-03-31 | → |
| 202 | BSP CLO MANAGEMENT LLC | 304962 | $63.3 | $12.24B | 241 | 2026-03-31 | → |
| 203 | XN LP | 308156 | $63.1 | $7.41B | 34 | 2026-03-31 | → |
| 204 | GROWTHCURVE CAPITAL, LP | 313204 | $62.3 | $3.24B | 31 | 2026-03-31 | → |
| 205 | INNOCAP GLOBAL INVESTMENT MANAGEMENT (IRELAND) LTD | 288550 | $62.3 | $141.06B | 14 | 2026-01-31 | → |
| 206 | DARSANA CAPITAL PARTNERS LP | 170862 | $61.9 | $16.67B | 23 | 2026-03-31 | → |
| 207 | ABEL HALL, LLC | 302076 | $61.9 | $819.1M | 10 | 2026-02-28 | → |
| 208 | GLOBAL STRATEGIC RISK MANAGEMENT, LLC | 327157 | $61.8 | $2.91B | 12 | 2026-03-31 | → |
| 209 | GRAFINE CAPITAL HOLDINGS LLC | 309490 | $61.7 | $775.0M | 14 | 2026-03-31 | → |
| 210 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | $61.6 | $8.25B | 11 | 2026-03-31 | → |
| 211 | LLOYD CAPITAL LLC | 158668 | $61.6 | $863.3M | 11 | 2026-03-31 | → |
| 212 | HIGHVISTA STRATEGIES LLC | 155759 | $61.5 | $9.10B | 80 | 2026-03-31 | → |
| 213 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | $61.4 | $5.83B | 44 | 2026-03-31 | → |
| 214 | ANTHELION CAPITAL PARTNERS LLC | 328009 | $61 | $3.15B | 16 | 2026-03-31 | → |
| 215 | FPLF MANAGEMENT LLC | 331881 | $60.8 | $1.49B | 140 | 2026-03-31 | → |
| 216 | PROTIUM CAPITAL LIMITED | 335585 | $60.5 | $427.0M | 10 | 2026-03-31 | → |
| 217 | BLUE GROTTO CAPITAL, LLC | 299869 | $60.3 | $2.10B | 6 | 2026-03-31 | → |
| 218 | PTM WEALTH MANAGEMENT, LLC | 308944 | $60.3 | $310.2M | 7 | 2026-03-31 | → |
| 219 | PRONVEST, LLC DBA FUTURE CAPITAL | 119081 | $60 | $2.02B | 30 | 2026-03-31 | → |
| 220 | ANALYST PORTFOLIO MANAGEMENT LTD. | 114642 | $60 | $2.69B | 56 | 2026-03-31 | → |
| 221 | MERIDIEM CAPITAL PARTNERS LP | 318498 | $59.9 | $2.15B | 16 | 2026-03-31 | → |
| 222 | ROCKLAND CAPITAL, LP | 156791 | $59.6 | $4.39B | 24 | 2026-03-31 | → |
| 223 | VIDENT ADVISORY, LLC | 286622 | $59.5 | $22.02B | 38 | 2026-03-31 | → |
| 224 | ARROW CAPITAL PTY LTD | 317731 | $59.5 | $883.8M | 6 | 2025-09-30 | → |
| 225 | HILLSDALE INVESTMENT MANAGEMENT INC. | 137883 | $59.2 | $7.77B | 46 | 2026-03-31 | → |
| 226 | FRAZIER LIFE SCIENCES MANAGEMENT, LP | 317522 | $59.1 | $6.97B | 64 | 2026-03-31 | → |
| 227 | MESIROW RE-IA, INC. | 328098 | $58.1 | $2.64B | 21 | 2026-06-30 | → |
| 228 | AFBI LP | 331428 | $57.9 | $2.34B | 22 | 2026-03-31 | → |
| 229 | PROEM ADVISORS LLC | 300404 | $57.9 | $474.1M | 5 | 2026-03-31 | → |
| 230 | RITHM CAPITAL ADVISORS LLC | 334244 | $57.9 | $825.7M | 73 | 2026-03-31 | → |
| 231 | CABIN ADVISORS, LLC | 312547 | $57.6 | $220.2M | 15 | 2026-03-31 | → |
| 232 | BG INVESTMENT SERVICES, INC. | 281716 | $57.4 | $868.5M | 7 | 2026-01-31 | → |
| 233 | PREP INVESTMENT ADVISERS, L.L.C. | 296631 | $57.3 | $1.91B | 34 | 2026-03-31 | → |
| 234 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | 323370 | $57.3 | $7.03B | 14 | 2026-03-31 | → |
| 235 | LFG WEALTH PARTNERS, LLC | 331339 | $57.2 | $190.7M | 26 | 2026-02-28 | → |
| 236 | ISHARA INVESTMENTS LP | 331869 | $56.5 | $259.1M | 6 | 2026-03-31 | → |
| 237 | SPRUCE STREET CAPITAL LP | 333213 | $56.4 | $555.9M | 4 | 2026-03-31 | → |
| 238 | HORIZON INVESTMENTS LLC | 109552 | $55.4 | $8.47B | 76 | 2026-03-31 | → |
| 239 | CIM CAPITAL SA MANAGEMENT, LLC | 306166 | $55.4 | $134.2M | 160 | 2026-03-31 | → |
| 240 | BALEFIRE, LLC | 168733 | $55.2 | $1.99B | 38 | 2026-03-31 | → |
| 241 | REGAN CAPITAL, LLC | 158294 | $55.1 | $3.59B | 22 | 2026-03-31 | → |
| 242 | TRUSTON ASSET MANAGEMENT CO., LTD. | 161610 | $55 | $13.75B | 103 | 2026-02-28 | → |
| 243 | MARBLE BAR ASSET MANAGEMENT LLP | 160882 | $55 | $3.57B | 70 | 2026-04-30 | → |
| 244 | GREAT HILL PARTNERS, LP | 158158 | $54.6 | $18.99B | 107 | 2026-03-31 | → |
| 245 | BASIS MANAGEMENT GROUP LLC | 282518 | $54.1 | $2.07B | 52 | 2026-03-31 | → |
| 246 | GOODLANDER INVESTMENT MANAGEMENT, LLC | 317830 | $53.8 | $660.5M | 6 | 2026-03-31 | → |
| 247 | AMBERLAKE PARTNERS SAM | 322274 | $53.1 | $97.1M | 7 | 2026-03-31 | → |
| 248 | MAVERICK CAPITAL LTD | 108262 | $53 | $15.85B | 98 | 2026-03-31 | → |
| 249 | CASTLE HOOK PARTNERS LP | 284968 | $53 | $10.96B | 35 | 2026-03-31 | → |
| 250 | SPRINGCOAST CAPITAL PARTNERS, L.P. | 327164 | $52.9 | $1.49B | 18 | 2026-03-31 | → |
| 251 | DOMINUS CAPITAL MANAGEMENT, L.P. | 156885 | $52.7 | $1.67B | 14 | 2026-03-31 | → |
| 252 | SUMMIT WEALTH GROUP LLC | 335242 | $52.7 | $2.31B | 80 | 2026-03-31 | → |
| 253 | GF INTERNATIONAL INVESTMENT MANAGEMENT LIMITED | 170990 | $52.7 | $2.39B | 35 | 2026-03-31 | → |
| 254 | ALKEN ASSET MANAGEMENT LTD | 329119 | $52.1 | $3.80B | 21 | 2026-06-30 | → |
| 255 | ARIS MANAGEMENT, LLC | 317315 | $52.1 | $2.08B | 3,564 | 2026-03-31 | → |
| 256 | SELBY LANE CAPITAL, LLC | 325345 | $51.8 | $505.4M | 15 | 2026-03-31 | → |
| 257 | OCEANSOUND PARTNERS, LP | 300935 | $51.7 | $6.95B | 35 | 2026-03-31 | → |
| 258 | ABICH FINANCIAL WEALTH MANAGEMENT, LLC | 310633 | $51.7 | $394.7M | 28 | 2026-03-31 | → |
| 259 | PINE VALLEY CAPITAL PARTNERS LLC | 330556 | $51.4 | $869.6M | 10 | 2026-03-31 | → |
| 260 | ONE QUEEN CAPITAL INC. | 315926 | $51.2 | $15.90B | 11 | 2026-06-30 | → |
| 261 | MAIN MANAGEMENT FUND ADVISORS, LLC | 281689 | $51 | $1.01B | 27 | 2026-03-31 | → |
| 262 | G SQUARED EQUITY MANAGEMENT LP | 289285 | $50.5 | $6.60B | 42 | 2026-03-31 | → |
| 263 | BAIN CAPITAL INSURANCE SOLUTIONS, LP | 305575 | $50 | $5.39B | 48 | 2026-03-31 | → |
| 264 | ARMOUR CAPITAL MANAGEMENT LP | 164570 | $49.8 | $21.01B | 20 | 2026-03-31 | → |
| 265 | B.B. GRAHAM & COMPANY, INC. | 41533 | $49.8 | $321.7M | 32 | 2026-03-31 | → |
| 266 | TANGENCY CAPITAL INVESTMENT ADVISORY LTD. | 316597 | $49.7 | $3.45B | 13 | 2026-03-31 | → |
| 267 | ARDIAN US LLC | 121326 | $49.6 | $2.77B | 128 | 2026-03-31 | → |
| 268 | STEWARD ADVISORS GROUP, LLC | 321846 | $49.5 | $105.4M | 11 | 2026-03-31 | → |
| 269 | DEEP TRACK CAPITAL, LP | 312459 | $49.4 | $8.37B | 19 | 2026-03-31 | → |
| 270 | SHELTER GROWTH CAPITAL PARTNERS LLC | 170685 | $49.2 | $4.66B | 49 | 2026-03-31 | → |
| 271 | APOLLO CAPITAL CREDIT ADVISER, LLC | 286485 | $49.2 | $2.35B | 3,564 | 2026-03-31 | → |
| 272 | BAKER BROS. ADVISORS LP | 158149 | $49 | $28.15B | 60 | 2026-03-31 | → |
| 273 | LEXINGTON HILL PARTNERS, LLC | 301810 | $48.9 | $278.4M | 8 | 2026-03-31 | → |
| 274 | GLAZER CAPITAL, LLC. | 136932 | $48.5 | $6.81B | 45 | 2026-03-31 | → |
| 275 | NOVACAP MANAGEMENT INC. | 290100 | $48.5 | $13.17B | 112 | 2026-03-31 | → |
| 276 | RICHBROOK ADVISORS, LP | 316848 | $48.5 | $1.65B | 8 | 2026-03-31 | → |
| 277 | INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 301987 | $48.1 | $1.87B | 12 | 2026-03-31 | → |
| 278 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | $48 | $2.96B | 100 | 2026-03-31 | → |
| 279 | LORD ABBETT PRIVATE CREDIT ADVISOR LLC | 332701 | $48 | $1.28B | 821 | 2025-12-31 | → |
| 280 | BOW RIVER ADVISERS, LLC | 325285 | $47.2 | $1.16B | 27 | 2026-03-31 | → |
| 281 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | 161661 | $47.1 | $346.4M | 8 | 2026-03-31 | → |
| 282 | DGS CAPITAL MANAGEMENT, LLC | 281938 | $46.8 | $1.05B | 12 | 2026-03-31 | → |
| 283 | DLD ASSET MANAGEMENT, LP | 170377 | $46.8 | $2.99B | 22 | 2026-03-31 | → |
| 284 | SAVANNA INVESTMENT MANAGEMENT LLC | 158770 | $46.6 | $579.5M | 39 | 2026-03-31 | → |
| 285 | RAYS CAPITAL PARTNERS LIMITED | 171821 | $46.3 | $547.2M | 23 | 2026-03-31 | → |
| 286 | APOLLO CREDIT MANAGEMENT, LLC | 156115 | $46.1 | $29.97B | 3,564 | 2026-03-31 | → |
| 287 | MARITIME PARTNERS, LLC | 300186 | $46 | $4.72B | 41 | 2026-03-31 | → |
| 288 | COMPOUND PLANNING, INC. | 171787 | $45.8 | $4.85B | 119 | 2026-03-31 | → |
| 289 | RADIAN CAPITAL LLC | 288340 | $45.6 | $1.94B | 28 | 2026-03-31 | → |
| 290 | OXFORD FINANCE ADVISORS, LLC | 304433 | $45.5 | $2.41B | 84 | 2026-03-31 | → |
| 291 | WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. | 226535 | $45.4 | $694.3M | 27 | 2026-03-31 | → |
| 292 | BANNEKER PARTNERS LLC | 296624 | $45.4 | $3.36B | 30 | 2026-03-31 | → |
| 293 | GUMSHOE CAPITAL MANAGEMENT LLC | 328451 | $45.4 | $570.6M | 7 | 2026-03-31 | → |
| 294 | BANSK GROUP LLC | 312320 | $45.2 | $5.48B | 25 | 2026-03-31 | → |
| 295 | KAUFMAN ROSSIN WEALTH, LLC | 301921 | $45.1 | $506.7M | 11 | 2026-03-31 | → |
| 296 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | $45.1 | $9.18B | 164 | 2026-03-31 | → |
| 297 | MIRI CAPITAL MANAGEMENT LLC | 311308 | $45.1 | $929.7M | 10 | 2026-03-31 | → |
| 298 | ALTITUDE CAPITAL MANAGEMENT LLC | 329366 | $45 | $103.6M | 28 | 2026-03-31 | → |
| 299 | AVANCE INVESTMENT MANAGEMENT, LLC | 310749 | $44.7 | $2.62B | 25 | 2026-03-31 | → |
| 300 | SOLE SOURCE CAPITAL LLC | 290032 | $44.4 | $1.98B | 34 | 2026-03-31 | → |
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