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 | |
|---|---|---|---|---|---|---|---|
| 401 | TANGLEWOOD LEGACY ADVISORS, LLC | 127289 | $31.4 | $809.0M | 9 | 2026-03-31 | → |
| 402 | INFINITUM ASSET MANAGEMENT, LLC | 333552 | $31.4 | $1.14B | 5 | 2026-03-31 | → |
| 403 | OAKWELL PRIVATE WEALTH MANAGEMENT, LLC | 162096 | $31.3 | $668.1M | 17 | 2026-03-31 | → |
| 404 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $31.3 | $22.57B | 504 | 2026-03-31 | → |
| 405 | PDT PARTNERS, LLC | 163776 | $31.2 | $19.18B | 285 | 2026-03-31 | → |
| 406 | SYMBIOSIS CAPITAL PARTNERS, LLC | 316599 | $31.1 | $357.2M | 12 | 2026-03-31 | → |
| 407 | BRAEMONT CAPITAL MANAGEMENT LLC | 314704 | $31.1 | $913.0M | 17 | 2026-03-31 | → |
| 408 | MINDORO CAPITAL PARTNERS LLC | 328488 | $31.1 | $226.4M | 11 | 2026-03-31 | → |
| 409 | CANTER STRATEGIC WEALTH MANAGEMENT, LLC | 167828 | $31 | $386.5M | 12 | 2026-03-31 | → |
| 410 | KOSMOS MANAGEMENT LLC | 164712 | $30.9 | $2.21B | 34 | 2026-03-31 | → |
| 411 | BOLDHAVEN MANAGEMENT LLP | 304300 | $30.9 | $1.97B | 12 | 2026-06-30 | → |
| 412 | DYNAMIC BETA INVESTMENTS LLC | 164972 | $30.7 | $5.67B | 7 | 2026-03-31 | → |
| 413 | TCP ASSET MANAGEMENT, LLC | 286037 | $30.7 | $1.18B | 43 | 2026-02-28 | → |
| 414 | CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC. | 7449 | $30.6 | $135.5M | 32 | 2026-06-30 | → |
| 415 | SELLARONDA GLOBAL MANAGEMENT LP | 325400 | $30.5 | $493.1M | 6 | 2026-03-31 | → |
| 416 | D. E. SHAW & CO., L.P. | 108679 | $30.5 | $213.36B | 998 | 2026-03-31 | → |
| 417 | BR CAPITAL ADVISORS LLC | 310003 | $30.5 | $568.4M | 6 | 2026-03-31 | → |
| 418 | AVAII WEALTH MANAGEMENT, LLC | 298165 | $30.3 | $602.8M | 18 | 2026-03-31 | → |
| 419 | ISLANDBRIDGE CAPITAL LIMITED | 312174 | $30.2 | $1.62B | 16 | 2026-03-31 | → |
| 420 | TYREE & D'ANGELO PARTNERS MANAGEMENT LP | 298088 | $30.2 | $2.58B | 56 | 2026-03-31 | → |
| 421 | FORT POINT CAPITAL PARTNERS LLC | 146759 | $30.2 | $2.89B | 32 | 2026-03-31 | → |
| 422 | PERCEPTIVE ADVISORS LLC. | 154703 | $30.2 | $11.77B | 49 | 2026-03-31 | → |
| 423 | PATHLIGHT CAPITAL LP | 291106 | $30.1 | $3.52B | 30 | 2026-03-31 | → |
| 424 | PEKIN HARDY STRAUSS, INC. | 107310 | $30.1 | $1.55B | 19 | 2026-03-31 | → |
| 425 | ACRES CAPITAL, LLC | 281190 | $30 | $4.39B | 40 | 2026-03-31 | → |
| 426 | GRADIENT ADVISORS, LLC | 152665 | $29.9 | $289.3M | 173 | 2026-03-31 | → |
| 427 | GOLDEN RESERVE RETIREMENT, LLC | 283588 | $29.9 | $544.3M | 45 | 2026-03-31 | → |
| 428 | NORTHERN LIGHTS ADVISORS, INC | 167824 | $29.9 | $258.9M | 5 | 2026-03-31 | → |
| 429 | PINEGROVE ADVISER LLC | 170811 | $29.8 | $2.93B | 17 | 2026-03-31 | → |
| 430 | BAIN CAPITAL PRIVATE EQUITY, LP | 145653 | $29.4 | $96.43B | 919 | 2026-03-31 | → |
| 431 | FS STRUCTURED PRODUCTS ADVISOR, LLC | 301285 | $29.4 | $2.20B | 183 | 2026-03-31 | → |
| 432 | GORDIAN CAPITAL JAPAN LIMITED | 309108 | $29.3 | $1.82B | 23 | 2026-03-31 | → |
| 433 | STRATEGIC WEALTH ADVISORS GROUP, INC. | 285863 | $29.3 | $206.7M | 13 | 2026-03-31 | → |
| 434 | MYCOR CAPITAL MANAGEMENT, LLC | 324312 | $29.2 | $1.75B | 15 | 2026-03-31 | → |
| 435 | ANALOG CENTURY MANAGEMENT LP | 298760 | $29.2 | $2.45B | 10 | 2026-03-31 | → |
| 436 | NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. | 332351 | $29 | $810.0M | 7 | 2026-03-31 | → |
| 437 | COMPASS GROUP LLC | 108772 | $28.9 | $1.65B | 19 | 2026-03-31 | → |
| 438 | AUSTIN WEALTH MANAGEMENT, LLC | 172793 | $28.8 | $1.08B | 18 | 2026-03-31 | → |
| 439 | BLUESPRING WEALTH MANAGEMENT, LLC | 152667 | $28.6 | $4.02B | 41 | 2026-06-30 | → |
| 440 | TAURUS PRIVATE MARKETS, LLC | 300786 | $28.6 | $508.7M | 9 | 2026-03-31 | → |
| 441 | BRINDLE & BAY FINANCIAL ADVISORS, LLC | 291747 | $28.6 | $184.8M | 4 | 2026-03-31 | → |
| 442 | BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC | 312797 | $28.5 | $911.7M | 1,096 | 2026-03-31 | → |
| 443 | HGGC, LLC | 145684 | $28.5 | $10.84B | 57 | 2026-03-31 | → |
| 444 | INTEGRATED WEALTHCARE, LLC | 312929 | $28.3 | $218.2M | 11 | 2026-03-31 | → |
| 445 | FIFTH PARTNERS MANAGEMENT, LLC | 326712 | $28.2 | $391.6M | 28 | 2026-03-31 | → |
| 446 | EMPOWERED FUNDS, LLC | 171412 | $28.1 | $29.74B | 44 | 2026-03-31 | → |
| 447 | MORLING FINANCIAL ADVISORS, LLC | 111819 | $28 | $1.05B | 21 | 2026-03-31 | → |
| 448 | ALLWORTH FINANCIAL, L.P. | 111167 | $27.9 | $33.55B | 493 | 2026-03-31 | → |
| 449 | CATOCTIN RIDGE WEALTH PARTNER, LLC | 333113 | $27.9 | $199.0M | 5 | 2026-03-31 | → |
| 450 | DUNES POINT CAPITAL, L.P. | 172538 | $27.9 | $2.56B | 37 | 2026-03-31 | → |
| 451 | EAGLE POINT ENHANCED INCOME MANAGEMENT LLC | 327357 | $27.8 | $124.1M | 90 | 2026-03-31 | → |
| 452 | QUESTMONT VIRTUAL FAMILY OFFICE, LLC | 335307 | $27.8 | $435.6M | 9 | 2026-03-31 | → |
| 453 | GAMMA ASSET MANAGEMENT LLC | 300050 | $27.8 | $424.8M | 13 | 2026-02-28 | → |
| 454 | RUBRIC CAPITAL MANAGEMENT LP | 285090 | $27.7 | $9.58B | 15 | 2026-03-31 | → |
| 455 | COFG ADVISORS, LLC | 333344 | $27.7 | $1.21B | 19 | 2026-02-28 | → |
| 456 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | 304477 | $27.7 | $13.19B | 31 | 2026-03-31 | → |
| 457 | CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC | 322813 | $27.6 | $26.8M | 17 | 2026-03-31 | → |
| 458 | SABAL INVESTMENT ADVISORS, LLC | 169572 | $27.5 | $5.83B | 16 | 2026-03-31 | → |
| 459 | BCI SECURITIES, INC. | 168047 | $27.4 | $402.2M | 74 | 2026-03-31 | → |
| 460 | CRESTA ADVISORS, LTD. | 169641 | $27.4 | $786.0M | 12 | 2026-03-31 | → |
| 461 | ARCLIGHT CAPITAL PARTNERS, LLC | 161228 | $27.4 | $13.54B | 60 | 2026-03-31 | → |
| 462 | LGK ADVISORS, LLC | 154922 | $27.4 | $4.39B | 27 | 2026-03-31 | → |
| 463 | ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLC | 285607 | $27.3 | $441.5M | 16 | 2026-03-31 | → |
| 464 | GRP FINANCIAL SERVICES, LLC | 333183 | $27 | $155.3M | 16 | 2026-01-31 | → |
| 465 | NEA MANAGEMENT COMPANY, LLC | 161004 | $27 | $35.58B | 113 | 2026-03-31 | → |
| 466 | AUTHENTIC COUNSEL, LLC | 173306 | $26.8 | $172.6M | 8 | 2026-03-31 | → |
| 467 | THOMIST CAPITAL MANAGEMENT, LP | 299815 | $26.8 | $736.2M | 10 | 2026-03-31 | → |
| 468 | ISO-MTS CAPITAL MANAGEMENT LP | 322648 | $26.7 | $1.49B | 6 | 2026-03-31 | → |
| 469 | WESTBECK CAPITAL MANAGEMENT LLP | 324606 | $26.7 | $404.2M | 8 | 2026-06-30 | → |
| 470 | FINANCIAL ARCITECTS, INC | 148897 | $26.7 | $472.5M | 12 | 2026-02-28 | → |
| 471 | NOVACAP MANAGEMENT US INC. | 327243 | $26.6 | $11.61B | 13 | 2026-03-31 | → |
| 472 | FIAM LLC | 133196 | $26.4 | $347.73B | 196 | 2026-03-31 | → |
| 473 | ALERA INVESTMENT ADVISORS, LLC | 287906 | $26.4 | $5.29B | 107 | 2026-03-31 | → |
| 474 | VOSS CAPITAL, LP | 158929 | $26.3 | $1.94B | 11 | 2026-03-31 | → |
| 475 | W&S BROKERAGE SERVICES, INC. | 8099 | $26.3 | $257.2M | 114 | 2026-03-31 | → |
| 476 | MASECO LLP | 147686 | $26.2 | $4.96B | 129 | 2026-06-30 | → |
| 477 | THE INFORMED MOMENTUM COMPANY LLC | 144908 | $26.1 | $1.49B | 22 | 2026-03-31 | → |
| 478 | WHITEFORT CAPITAL MANAGEMENT, LP | 288534 | $26.1 | $1.05B | 11 | 2026-03-31 | → |
| 479 | DUNN CAPITAL MANAGEMENT, LLC | 328632 | $26 | $269.0M | 27 | 2026-03-31 | → |
| 480 | NOBLEBRIDGE WEALTH MANAGEMENT, LLC | 146612 | $26 | $214.5M | 8 | 2026-03-31 | → |
| 481 | SILVERBAY CAPITAL MANAGEMENT LLC | 151259 | $26 | $16.06B | 82 | 2026-03-31 | → |
| 482 | TACORA CAPITAL MANAGEMENT, LP | 316585 | $25.9 | $1.62B | 10 | 2026-03-31 | → |
| 483 | SATIS ASSET MANAGEMENT LTD | 336301 | $25.8 | $773.9M | 17 | 2026-06-30 | → |
| 484 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $25.6 | $169.62B | 419 | 2026-03-31 | → |
| 485 | LEADENHALL CAPITAL PARTNERS LLP | 282820 | $25.6 | $5.72B | 35 | 2026-03-31 | → |
| 486 | ACP CAPITAL MANAGEMENT, LLC | 138556 | $25.6 | $360.3M | 17 | 2026-03-31 | → |
| 487 | ORLEANS CAPITAL MANAGEMENT CORP | 111359 | $25.6 | $2.13B | 12 | 2026-03-31 | → |
| 488 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $25.5 | $26.46B | 59 | 2026-03-31 | → |
| 489 | KINGDOM FINANCIAL GROUP, LLC | 155676 | $25.4 | $520.9M | 51 | 2026-03-31 | → |
| 490 | FOSTER GROUP, INC. | 107148 | $25.4 | $4.78B | 93 | 2026-03-31 | → |
| 491 | NORTH WALL CAPITAL LLP | 298653 | $25.3 | $2.99B | 41 | 2026-03-31 | → |
| 492 | BLACK CHAMBER PARTNERS, LLC | 306359 | $25.3 | $2.74B | 19 | 2026-03-31 | → |
| 493 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | 107722 | $25.2 | $2.84B | 27 | 2026-02-28 | → |
| 494 | 55 NORTH PRIVATE WEALTH, LLC | 325325 | $25.2 | $581.3M | 8 | 2026-03-31 | → |
| 495 | METEORA CAPITAL, LLC | 313378 | $25.1 | $1.54B | 16 | 2026-03-31 | → |
| 496 | BRINLEY PARTNERS, LP | 316147 | $25 | $6.29B | 22 | 2026-03-31 | → |
| 497 | OBERWEIS ASSET MANAGEMENT INC | 105471 | $25 | $5.06B | 31 | 2026-03-31 | → |
| 498 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 121484 | $24.9 | $742.5M | 12 | 2026-06-30 | → |
| 499 | NVEST FINANCIAL, LLC | 128868 | $24.8 | $688.3M | 16 | 2026-03-31 | → |
| 500 | MOTLEY FOOL ASSET MANAGEMENT, LLC | 149688 | $24.8 | $2.60B | 14 | 2025-12-31 | → |
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