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 | |
|---|---|---|---|---|---|---|---|
| 501 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $24.7 | $81.44B | 164 | 2026-03-31 | → |
| 502 | AGL CREDIT MANAGEMENT LLC | 299601 | $24.6 | $25.80B | 83 | 2026-03-31 | → |
| 503 | TREE LINE CAPITAL PARTNERS, LLC | 173784 | $24.6 | $3.85B | 30 | 2026-03-31 | → |
| 504 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 109701 | $24.5 | $5.74B | 155 | 2026-03-31 | → |
| 505 | VAN ECK ABSOLUTE RETURN ADVISERS CORPORATION | 137177 | $24.5 | $3.11B | 271 | 2026-03-31 | → |
| 506 | EVOLUTION WEALTH ADVISORS, LLC | 285142 | $24.4 | $1.96B | 15 | 2026-03-31 | → |
| 507 | WEBER HARTMANN VRIJHOF & PARTNERS LTD. | 156928 | $24.4 | $235.2M | 6 | 2026-03-31 | → |
| 508 | WIND POINT ADVISORS LLC | 156485 | $24.4 | $8.58B | 50 | 2026-03-31 | → |
| 509 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | $24.4 | $35.09B | 10 | 2026-03-31 | → |
| 510 | BOW STREET LLC | 158043 | $24.3 | $884.7M | 15 | 2026-03-31 | → |
| 511 | DECISIONPOINT FINANCIAL, LLC | 296988 | $24.3 | $1.22B | 18 | 2026-03-31 | → |
| 512 | SEAMANS CAPITAL MANAGEMENT, LLC | 118404 | $24.2 | $170.7M | 9 | 2026-03-31 | → |
| 513 | MILLSTREET CAPITAL MANAGEMENT LLC | 161566 | $24.2 | $5.82B | 14 | 2026-03-31 | → |
| 514 | CARO INVESTORS MANAGEMENT, LLC | 332085 | $24.2 | $316.7M | 6 | 2026-03-31 | → |
| 515 | HALO INVESTMENT SERVICES, LLC | 325613 | $24.1 | $60.0M | 24 | 2026-03-31 | → |
| 516 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $24.1 | $364.73B | 162 | 2026-03-31 | → |
| 517 | PERCHERON INVESTMENT MANAGEMENT LP | 312004 | $24.1 | $5.06B | 76 | 2026-03-31 | → |
| 518 | ARDMORE ROAD ASSET MANAGEMENT LP | 311471 | $24 | $2.83B | 17 | 2026-03-31 | → |
| 519 | SANDGLASS CAPITAL ADVISORS LLC | 299418 | $23.9 | $873.7M | 16 | 2026-03-31 | → |
| 520 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $23.8 | $11.94B | 105 | 2026-03-31 | → |
| 521 | LYRIC CAPITAL MANAGEMENT GROUP, L.P. | 299917 | $23.6 | $1.10B | 11 | 2026-03-31 | → |
| 522 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | $23.6 | $4.98B | 67 | 2026-03-31 | → |
| 523 | CRYSTAL CAPITAL PARTNERS, LLC | 146010 | $23.5 | $1.30B | 23 | 2026-03-31 | → |
| 524 | EMBER INFRASTRUCTURE MANAGEMENT, LP | 309483 | $23.4 | $1.68B | 21 | 2026-03-31 | → |
| 525 | TAIBER, KOSMALA & ASSOCIATES, LLC | 161703 | $23.4 | $716.7M | 18 | 2026-03-31 | → |
| 526 | STRATEGIC ADVISERS LLC | 104555 | $23.3 | $1.37T | 17,112 | 2026-03-31 | → |
| 527 | TB ALTERNATIVE ASSETS LTD. | 162014 | $23.2 | $708.2M | 14 | 2026-03-31 | → |
| 528 | TIFF ADVISORY SERVICES, LLC | 327436 | $23.2 | $8.62B | 70 | 2026-03-31 | → |
| 529 | PERSPECTIVE WEALTH ADVISORS LLC | 332574 | $23.1 | $158.0M | 7 | 2026-03-31 | → |
| 530 | ANCALA PARTNERS LLC | 333844 | $23 | $4.36B | 7 | 2026-04-30 | → |
| 531 | INTEGRAL ILS LTD. | 310727 | $22.9 | $3.78B | 15 | 2026-03-31 | → |
| 532 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 134184 | $22.8 | $1.12B | 13 | 2026-03-31 | → |
| 533 | BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. | 287683 | $22.8 | $423.0M | 8 | 2026-03-31 | → |
| 534 | REVERE CAPITAL MANAGEMENT LP | 306662 | $22.8 | $138.7M | 29 | 2026-03-31 | → |
| 535 | NILES INVESTMENT MANAGEMENT, LLC | 329384 | $22.7 | $185.5M | 4 | 2026-03-31 | → |
| 536 | PINNBROOK CAPITAL MANAGEMENT LP | 312827 | $22.7 | $1.07B | 13 | 2026-03-31 | → |
| 537 | RIDGEMONT PARTNERS MANAGEMENT, LLC | 157421 | $22.7 | $10.26B | 61 | 2026-03-31 | → |
| 538 | CHRISTY CAPITAL MANAGEMENT, INC. | 149313 | $22.6 | $376.3M | 22 | 2026-03-31 | → |
| 539 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | $22.6 | $6.18B | 45 | 2026-03-31 | → |
| 540 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | $22.5 | $4.40B | 12 | 2026-03-31 | → |
| 541 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $22.4 | $25.06B | 48 | 2026-06-30 | → |
| 542 | ARGENTIC INVESTMENT MANAGEMENT LLC | 289502 | $22.4 | $1.81B | 70 | 2026-03-31 | → |
| 543 | MIO PARTNERS, INC. | 108637 | $22.3 | $59.59B | 287 | 2026-03-31 | → |
| 544 | MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. | 156890 | $22.2 | $1.44B | 19 | 2026-03-31 | → |
| 545 | WEALTHCARE INVESTMENT PARTNERS LLC | 296475 | $22.2 | $859.6M | 12 | 2026-03-31 | → |
| 546 | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | 109882 | $22.2 | $2.06B | 14 | 2026-03-31 | → |
| 547 | PHOENIX ASSET MANAGEMENT PARTNERS LIMITED | 284936 | $22.1 | $2.40B | 20 | 2026-06-30 | → |
| 548 | RWC ASSET MANAGEMENT LLP | 168656 | $22.1 | $17.32B | 149 | 2026-03-31 | → |
| 549 | CROSS OCEAN PARTNERS MANAGEMENT LP | 285340 | $22.1 | $6.29B | 34 | 2026-03-31 | → |
| 550 | SHORE CAPITAL PARTNERS MANAGEMENT, L.P. | 166745 | $22.1 | $9.26B | 202 | 2026-03-31 | → |
| 551 | LARSON FINANCIAL GROUP, LLC | 140599 | $22 | $5.48B | 131 | 2026-03-31 | → |
| 552 | RMW ADVISORS, LLC | 159293 | $21.9 | $390.9M | 7 | 2026-01-31 | → |
| 553 | BUTTONWOOD WEALTH, LLC | 305896 | $21.9 | $425.3M | 7 | 2026-02-28 | → |
| 554 | WATEREQUITY LLC | 281955 | $21.9 | $450.2M | 44 | 2026-05-31 | → |
| 555 | BROWN MCLEOD, INC | 155548 | $21.8 | $468.2M | 8 | 2026-03-31 | → |
| 556 | VERDAD ADVISERS, L.P. | 171048 | $21.8 | $1.18B | 8 | 2026-03-31 | → |
| 557 | SOUDERS FINANCIAL ADVISORS, LLC | 296780 | $21.8 | $1.41B | 21 | 2026-03-31 | → |
| 558 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $21.7 | $25.87B | 145 | 2026-03-31 | → |
| 559 | EAGLE GLOBAL ADVISORS LLC | 107306 | $21.6 | $3.10B | 24 | 2026-03-31 | → |
| 560 | CHURCHILL PCIF ADVISOR LLC | 329140 | $21.4 | $2.23B | 206 | 2026-03-31 | → |
| 561 | DONALD SMITH & CO., INC. | 104947 | $21.4 | $5.60B | 11 | 2026-03-31 | → |
| 562 | GEMSPRING CAPITAL MANAGEMENT, LP | 285081 | $21.4 | $5.14B | 81 | 2026-03-31 | → |
| 563 | PPC ENTERPRISES LLC | 165075 | $21.4 | $2.32B | 32 | 2026-03-31 | → |
| 564 | CORECAP ADVISORS, LLC | 158819 | $21.4 | $3.99B | 116 | 2026-03-31 | → |
| 565 | PARKWOODS WEALTH PARTNERS, LLC | 331565 | $21.3 | $1.79B | 46 | 2026-06-30 | → |
| 566 | PENNANTPARK INVESTMENT ADVISERS, LLC | 143149 | $21.3 | $6.16B | 91 | 2026-03-31 | → |
| 567 | LONG FOCUS CAPITAL MANAGEMENT LLC | 322024 | $21.3 | $2.44B | 11 | 2026-03-31 | → |
| 568 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $21.3 | $40.58B | 103 | 2026-03-31 | → |
| 569 | ADVICEONE ADVISORY SERVICES, LLC | 111614 | $21.3 | $2.05B | 56 | 2026-03-31 | → |
| 570 | MILESTONE PARTNERS MANAGEMENT CO., L.P. | 159904 | $21.2 | $590.7M | 13 | 2026-03-31 | → |
| 571 | FAMILY CAPITAL MANAGEMENT, INC. | 111230 | $21.2 | $435.1M | 10 | 2026-03-31 | → |
| 572 | WHEELHOUSE ADVISORY GROUP, LLC | 312806 | $21.2 | $388.1M | 28 | 2026-03-31 | → |
| 573 | WAKEFIELD WEALTH MANAGEMENT, LLLP | 173997 | $21 | $512.9M | 10 | 2026-03-31 | → |
| 574 | PALISTAR CAPITAL LP | 300897 | $20.8 | $3.47B | 30 | 2026-03-31 | → |
| 575 | ALPHA WAVE GLOBAL, LP | 160894 | $20.8 | $26.66B | 113 | 2026-03-31 | → |
| 576 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $20.8 | $8.98B | 54 | 2026-06-30 | → |
| 577 | ABLE FINANCIAL GROUP, LLC | 323646 | $20.7 | $732.9M | 14 | 2026-03-31 | → |
| 578 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $20.7 | $17.07B | 12 | 2026-03-31 | → |
| 579 | BFI INFINITY LTD. | 158420 | $20.6 | $837.6M | 21 | 2026-03-31 | → |
| 580 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | $20.6 | $7.89B | 520 | 2026-03-31 | → |
| 581 | BCR WEALTH STRATEGIES, LLC | 119670 | $20.6 | $528.1M | 11 | 2026-01-31 | → |
| 582 | BEACON HILL WEALTH MANAGEMENT LTD | 325860 | $20.5 | $148.6M | 6 | 2026-03-31 | → |
| 583 | ELGETHUN CAPITAL MANAGEMENT | 127616 | $20.5 | $1.14B | 13 | 2026-03-31 | → |
| 584 | TRUSTMONT ADVISORY GROUP, INC. | 106015 | $20.5 | $1.40B | 61 | 2026-03-31 | → |
| 585 | A16Z CAPITAL MANAGEMENT, L.L.C. | 160489 | $20.5 | $106.48B | 738 | 2026-03-31 | → |
| 586 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC | 134332 | $20.5 | $4.34B | 68 | 2026-03-31 | → |
| 587 | APS ASSET MANAGEMENT PTE LTD | 109189 | $20.4 | $2.23B | 39 | 2026-03-31 | → |
| 588 | SCULPTOR ADVISORS LLC | 319598 | $20.4 | $989.0M | 334 | 2026-03-31 | → |
| 589 | CREATIVE PLANNING, LLC | 105348 | $20.4 | $295.57B | 1,650 | 2026-03-31 | → |
| 590 | ROCKEFELLER FINANCIAL LLC | 291361 | $20.3 | $99.60B | 1,005 | 2026-03-31 | → |
| 591 | QUANTBOT TECHNOLOGIES, LP | 170824 | $20.2 | $6.65B | 87 | 2026-03-31 | → |
| 592 | WATERFRONT WEALTH INC. | 173220 | $20.2 | $1.14B | 14 | 2026-03-31 | → |
| 593 | SCOTT CAPITAL PARTNERS LLP | 332026 | $20.2 | $970.5M | 20 | 2026-06-30 | → |
| 594 | J. SAFRA ASSET MANAGEMENT CORPORATION | 131243 | $20.2 | $6.26B | 22 | 2026-03-31 | → |
| 595 | CERITY PARTNERS OCIO LLC | 151916 | $20.2 | $21.13B | 61 | 2026-03-31 | → |
| 596 | LM ADVISORS LLC | 153940 | $20.2 | $2.88B | 22 | 2026-03-31 | → |
| 597 | CAPSHIFT ADVISORS, LLC | 309860 | $20.1 | $628.0M | 16 | 2026-03-31 | → |
| 598 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $20.1 | $12.24B | 12 | 2026-03-31 | → |
| 599 | TRAJAN WEALTH, L.L.C. | 158847 | $20.1 | $2.60B | 140 | 2026-03-31 | → |
| 600 | LPL ENTERPRISE, LLC | 8733 | $20.1 | $24.94B | 5,215 | 2026-03-31 | → |
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