Research Report · 2026-06-30
Registered Investment Advisers with the Highest AUM per Account
SEC-registered investment advisers ranked by reported regulatory AUM per client account from ADV Part 1 filings.
Firms
1,000
Total AUM
$78.25T
Median AUM
$10.40B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM / Account↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | BNY MELLON INVESTMENT ADVISER, INC. | 105642 | $4.61B | $419.46B | 69 | 2026-06-30 | → |
| 102 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $4.52B | $162.89B | 45 | 2026-03-31 | → |
| 103 | AVORO CAPITAL ADVISORS LLC | 154091 | $4.52B | $13.55B | 19 | 2026-03-31 | → |
| 104 | AGTB FUND MANAGER, LLC | 318665 | $4.51B | $4.51B | 239 | 2026-03-31 | → |
| 105 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $4.51B | $67.64B | 240 | 2026-03-31 | → |
| 106 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $4.48B | $17.93B | 38 | 2026-03-31 | → |
| 107 | HAIDAR CAPITAL MANAGEMENT LLC | 159798 | $4.47B | $13.40B | 9 | 2026-03-31 | → |
| 108 | TPG RE FINANCE TRUST MANAGEMENT, L.P. | 288851 | $4.41B | $4.41B | 19 | 2026-03-31 | → |
| 109 | SCI CAPITAL PARTNERS LP | 332592 | $4.37B | $4.37B | 13 | 2026-03-31 | → |
| 110 | ANCALA PARTNERS LLC | 333844 | $4.36B | $4.36B | 7 | 2026-04-30 | → |
| 111 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $4.31B | $38.77B | 859 | 2026-03-31 | → |
| 112 | APOLLO REAL ESTATE FUND ADVISER, LLC | 169120 | $4.27B | $4.27B | 3,564 | 2026-03-31 | → |
| 113 | TETRAGON FINANCIAL MANAGEMENT LP | 156041 | $4.26B | $4.26B | 9 | 2026-06-30 | → |
| 114 | FRANKLIN BSP CAPITAL ADVISER LLC | 307684 | $4.25B | $4.25B | 2 | 2026-03-31 | → |
| 115 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $4.17B | $183.53B | 114 | 2026-03-31 | → |
| 116 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | $4.13B | $16.50B | 37 | 2026-03-31 | → |
| 117 | JAIN GLOBAL LLC | 330309 | $4.05B | $32.39B | 427 | 2026-03-31 | → |
| 118 | BLACKSTONE MANAGEMENT PARTNERS L.L.C. | 136979 | $4.05B | $145.73B | 213 | 2026-03-31 | → |
| 119 | OVERLOOK INVESTMENTS L.P. | 137931 | $4.05B | $8.09B | 14 | 2026-03-31 | → |
| 120 | OVERLOOK INVESTMENTS LIMITED | 137926 | $4.05B | $8.09B | 14 | 2026-03-31 | → |
| 121 | MARINER INVESTMENT GROUP, LLC | 124744 | $4.04B | $149.62B | 146 | 2026-03-31 | → |
| 122 | HBK INVESTMENTS L.P. | 115079 | $3.96B | $35.61B | 198 | 2026-06-30 | → |
| 123 | MOORE CAPITAL MANAGEMENT, LP | 160188 | $3.95B | $23.70B | 337 | 2026-03-31 | → |
| 124 | EGERTON CAPITAL (US), LP | 297738 | $3.91B | $19.53B | 8 | 2026-03-31 | → |
| 125 | EVERGREEN INVESTMENT ADVISORS LLC | 133550 | $3.87B | $11.60B | 46 | 2026-05-31 | → |
| 126 | EGERTON CAPITAL (UK) LLP | 156384 | $3.82B | $19.12B | 36 | 2026-05-31 | → |
| 127 | THE WINDACRE PARTNERSHIP LLC | 168761 | $3.81B | $11.42B | 8 | 2026-03-31 | → |
| 128 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $3.79B | $128.73B | 4,220 | 2026-06-30 | → |
| 129 | CAXTON ASSOCIATES LLP | 333153 | $3.77B | $71.56B | 130 | 2026-06-30 | → |
| 130 | APOLLO CREDIT MANAGEMENT, LLC | 156115 | $3.75B | $29.97B | 3,564 | 2026-03-31 | → |
| 131 | VIKING GLOBAL INVESTORS LP | 132272 | $3.72B | $78.20B | 274 | 2026-06-30 | → |
| 132 | 1823 PARTNERS (US) LLC | 333927 | $3.71B | $18.53B | 52 | 2026-03-31 | → |
| 133 | FUNDSMITH, LLP | 160365 | $3.70B | $18.51B | 43 | 2026-06-30 | → |
| 134 | MARSHALL WACE NORTH AMERICA L.P. | 135902 | $3.68B | $58.87B | 184 | 2026-05-31 | → |
| 135 | AMG FUNDS LLC | 153456 | $3.65B | $18.25B | 99 | 2026-03-31 | → |
| 136 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | 160265 | $3.64B | $18.19B | 32 | 2026-03-31 | → |
| 137 | INNOCAP GLOBAL INVESTMENT MANAGEMENT (IRELAND) LTD | 288550 | $3.62B | $141.06B | 14 | 2026-01-31 | → |
| 138 | BLACKROCK ADVISORS, LLC | 106614 | $3.59B | $1.10T | 146 | 2026-05-31 | → |
| 139 | OHA PRIVATE CREDIT ADVISORS LLC | 319664 | $3.58B | $3.58B | 435 | 2026-03-31 | → |
| 140 | III CAPITAL MANAGEMENT | 113539 | $3.53B | $88.24B | 9 | 2026-05-31 | → |
| 141 | DURABLE CAPITAL PARTNERS LP | 305221 | $3.52B | $17.59B | 49 | 2026-04-30 | → |
| 142 | BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC | 316821 | $3.47B | $6.95B | 250 | 2026-03-31 | → |
| 143 | BLUEROCK FUND ADVISOR, LLC | 165015 | $3.46B | $3.46B | 11 | 2026-03-31 | → |
| 144 | DIAMETER PRINCIPAL FINANCE LLC | 328057 | $3.45B | $3.45B | 119 | 2026-04-30 | → |
| 145 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $3.44B | $364.73B | 162 | 2026-03-31 | → |
| 146 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | 164537 | $3.44B | $34.39B | 228 | 2026-05-31 | → |
| 147 | SIXTH STREET SPECIALTY LENDING ADVISERS, LLC | 155006 | $3.42B | $3.42B | 66 | 2026-03-31 | → |
| 148 | DFA AUSTRALIA LIMITED | 107621 | $3.41B | $361.60B | 134 | 2026-03-31 | → |
| 149 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $3.40B | $40.83B | 27 | 2026-01-31 | → |
| 150 | CARILLON TOWER ADVISERS, INC. | 174904 | $3.37B | $16.86B | 175 | 2026-05-31 | → |
| 151 | ROKOS CAPITAL MANAGEMENT (US) LP | 306046 | $3.37B | $20.20B | 51 | 2026-06-30 | → |
| 152 | SUMMITTX CAPITAL, L.P. | 333741 | $3.37B | $10.10B | 70 | 2026-03-31 | → |
| 153 | DUPONT CAPITAL MANAGEMENT CORP | 107145 | $3.36B | $10.09B | 33 | 2026-01-31 | → |
| 154 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | $3.35B | $107.29B | 1,421 | 2026-03-31 | → |
| 155 | DARSANA CAPITAL PARTNERS LP | 170862 | $3.33B | $16.67B | 23 | 2026-03-31 | → |
| 156 | APOLLO INVESTMENT MANAGEMENT, L.P. | 130610 | $3.32B | $3.32B | 3,564 | 2026-03-31 | → |
| 157 | NEW MOUNTAIN CAPITAL, L.L.C. | 161394 | $3.32B | $46.41B | 235 | 2026-03-31 | → |
| 158 | SOUTHPOINT CAPITAL ADVISORS LP | 161754 | $3.31B | $6.63B | 17 | 2026-03-31 | → |
| 159 | TEACHERS ADVISORS, LLC | 107157 | $3.28B | $436.33B | 383 | 2026-03-31 | → |
| 160 | LINCOLN ADVISORY GROUP, LLC | 114003 | $3.22B | $3.22B | 11 | 2026-03-31 | → |
| 161 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | $3.22B | $16.10B | 250 | 2026-03-31 | → |
| 162 | APG ASSET MANAGEMENT US, INC | 160795 | $3.21B | $141.33B | 183 | 2026-03-31 | → |
| 163 | SPIDER MANAGEMENT COMPANY, LLC | 149343 | $3.21B | $6.41B | 23 | 2025-09-30 | → |
| 164 | VANGUARD GLOBAL ADVISERS, LLC | 164593 | $3.20B | $249.66B | 315 | 2026-05-31 | → |
| 165 | KA FUND ADVISORS, LLC | 141037 | $3.19B | $3.19B | 38 | 2026-03-31 | → |
| 166 | ONE QUEEN CAPITAL INC. | 315926 | $3.18B | $15.90B | 11 | 2026-06-30 | → |
| 167 | NYL INVESTORS LLC | 169553 | $3.17B | $329.20B | 301 | 2026-03-31 | → |
| 168 | WINSHORE CAPITAL PARTNERS LP | 300347 | $3.15B | $6.30B | 5 | 2026-06-30 | → |
| 169 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $3.10B | $136.48B | 392 | 2026-05-31 | → |
| 170 | SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | $3.10B | $117.70B | 227 | 2026-05-31 | → |
| 171 | PEAR TREE ADVISORS, INC. | 104576 | $3.09B | $3.09B | 13 | 2025-09-30 | → |
| 172 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | 334551 | $3.05B | $33.57B | 8 | 2026-03-31 | → |
| 173 | COMPASS GROUP MANAGEMENT LLC | 168422 | $3.04B | $3.04B | 25 | 2026-03-31 | → |
| 174 | ADAMS DIVERSIFIED EQUITY FUND, INC. | 281263 | $3.03B | $3.03B | 20 | 2026-03-31 | → |
| 175 | SEABURY CAPITAL MANAGEMENT LLC | 334999 | $3.02B | $3.02B | 7 | 2026-03-31 | → |
| 176 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | 159050 | $2.95B | $32.48B | 412 | 2026-05-31 | → |
| 177 | CAPSTONE INVESTMENT ADVISORS, LLC | 155563 | $2.95B | $91.53B | 304 | 2026-04-30 | → |
| 178 | IWC INVESTMENT PARTNERS A/S | 287869 | $2.95B | $2.95B | 30 | 2026-03-31 | → |
| 179 | FNY INVESTMENT ADVISERS, LLC | 295433 | $2.91B | $2.91B | 132 | 2026-03-31 | → |
| 180 | TIMOTHY PARTNERS, LTD. | 41835 | $2.86B | $2.86B | 24 | 2026-02-28 | → |
| 181 | TWO SIGMA ADVISERS, LP | 152254 | $2.86B | $74.26B | 101 | 2026-01-31 | → |
| 182 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $2.84B | $204.18B | 112 | 2026-03-31 | → |
| 183 | SABA LT, LP | 334114 | $2.83B | $2.83B | 12 | 2026-05-31 | → |
| 184 | ALTAROCK PARTNERS LP | 161005 | $2.83B | $5.66B | 7 | 2026-04-30 | → |
| 185 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $2.83B | $82.00B | 72 | 2026-03-31 | → |
| 186 | ROYALTY PHARMA SUB-MANAGER, LLC | 335070 | $2.81B | $19.64B | 91 | 2026-05-31 | → |
| 187 | MORRISON US, LLC | 315983 | $2.80B | $27.97B | 20 | 2026-01-31 | → |
| 188 | INVESTCORP INVESTMENT SOLUTIONS LLC | 314925 | $2.79B | $2.79B | 6 | 2025-09-30 | → |
| 189 | FALCONS I, LLC | 294460 | $2.75B | $2.75B | 5 | 2026-03-31 | → |
| 190 | ARISTEIA CAPITAL, LLC | 135986 | $2.75B | $13.73B | 65 | 2026-03-31 | → |
| 191 | FREESTONE GROVE PARTNERS LP | 328089 | $2.75B | $16.48B | 182 | 2026-03-31 | → |
| 192 | ELLIOTT INVESTMENT MANAGEMENT L.P. | 307151 | $2.68B | $128.62B | 665 | 2026-05-31 | → |
| 193 | BAIN CAPITAL PRIVATE EQUITY, LP | 145653 | $2.68B | $96.43B | 919 | 2026-03-31 | → |
| 194 | CONTEXT CAPITAL MANAGEMENT LLC | 115167 | $2.67B | $8.01B | 19 | 2026-03-31 | → |
| 195 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $2.66B | $69.09B | 101 | 2026-03-31 | → |
| 196 | 26NORTH DIRECT LENDING LP | 323152 | $2.65B | $2.65B | 142 | 2026-03-31 | → |
| 197 | LOANCORE CAPITAL CREDIT ADVISOR LLC | 293737 | $2.64B | $7.92B | 48 | 2026-03-31 | → |
| 198 | JUNTO CAPITAL MANAGEMENT LP | 168547 | $2.63B | $10.52B | 65 | 2026-03-31 | → |
| 199 | KENSICO CAPITAL MANAGEMENT CORP. | 157934 | $2.63B | $7.88B | 25 | 2026-03-31 | → |
| 200 | SCGE MANAGEMENT, L.P. | 157402 | $2.60B | $10.40B | 26 | 2026-06-30 | → |
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