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 | |
|---|---|---|---|---|---|---|---|
| 301 | GLAZER CAPITAL, LLC. | 136932 | $1.70B | $6.81B | 45 | 2026-03-31 | → |
| 302 | KBS CAPITAL ADVISORS, LLC | 166213 | $1.70B | $1.70B | 75 | 2026-03-31 | → |
| 303 | LAKEWOOD CAPITAL MANAGEMENT, LP | 156429 | $1.70B | $3.40B | 13 | 2026-03-31 | → |
| 304 | SEAFARER CAPITAL PARTNERS, LLC | 158671 | $1.69B | $3.38B | 19 | 2026-03-31 | → |
| 305 | TCG CROSSOVER MANAGEMENT, LLC | 311718 | $1.69B | $5.06B | 16 | 2026-05-31 | → |
| 306 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | 105790 | $1.68B | $212.05B | 357 | 2026-03-31 | → |
| 307 | HARRISON STREET ADVISORS, LLC | 157983 | $1.68B | $20.18B | 321 | 2026-03-31 | → |
| 308 | CALLAN LLC | 107687 | $1.68B | $41.94B | 202 | 2026-03-31 | → |
| 309 | DEEP TRACK CAPITAL, LP | 312459 | $1.67B | $8.37B | 19 | 2026-03-31 | → |
| 310 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $1.67B | $33.49B | 39 | 2026-06-30 | → |
| 311 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC | 147746 | $1.67B | $152.07B | 368 | 2026-06-30 | → |
| 312 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $1.67B | $26.70B | 88 | 2026-05-31 | → |
| 313 | PROSPECT CAPITAL MANAGEMENT L.P. | 131018 | $1.66B | $6.64B | 143 | 2026-03-31 | → |
| 314 | HERMES GPE (USA) INC | 166839 | $1.66B | $1.66B | 4 | 2026-03-31 | → |
| 315 | LPC REALTY ADVISORS I, LLC | 112175 | $1.65B | $1.65B | 9 | 2026-03-31 | → |
| 316 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | $1.65B | $8.25B | 11 | 2026-03-31 | → |
| 317 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $1.65B | $156.56B | 100 | 2026-06-30 | → |
| 318 | TREE LINE ADVISORS (HONG KONG) LTD | 140648 | $1.64B | $1.64B | 16 | 2026-03-31 | → |
| 319 | GLASFUNDS, LLC | 150884 | $1.64B | $3.28B | 36 | 2026-03-31 | → |
| 320 | CLARION PARTNERS, LLC | 108803 | $1.64B | $73.68B | 321 | 2026-02-28 | → |
| 321 | TREMBLANT ADVISORS LP | 330605 | $1.64B | $3.27B | 19 | 2026-03-31 | → |
| 322 | BOOTHBAY FUND MANAGEMENT, LLC | 163706 | $1.64B | $17.99B | 57 | 2026-06-30 | → |
| 323 | EDGESTREAM PARTNERS, L.P. | 166338 | $1.63B | $4.89B | 40 | 2026-03-31 | → |
| 324 | FS FUND ADVISOR, LLC | 286673 | $1.63B | $1.63B | 118 | 2026-03-31 | → |
| 325 | AMERICAN REALTY ADVISORS, LLC | 107965 | $1.62B | $3.24B | 70 | 2026-04-30 | → |
| 326 | WILMINGTON FUNDS MANAGEMENT CORPORATION | 105163 | $1.61B | $16.08B | 39 | 2026-03-31 | → |
| 327 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $1.61B | $12.85B | 46 | 2026-03-31 | → |
| 328 | PACIFIC OAK CAPITAL ADVISORS, LLC | 299177 | $1.60B | $3.20B | 11 | 2025-10-31 | → |
| 329 | BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC | 334213 | $1.60B | $1.60B | 250 | 2026-03-31 | → |
| 330 | M&G INVESTMENTS (USA) INC. | 305254 | $1.59B | $14.32B | 47 | 2026-03-31 | → |
| 331 | DEERFIELD MANAGEMENT COMPANY, L.P. | 157876 | $1.59B | $19.08B | 189 | 2026-03-31 | → |
| 332 | ARMISTICE CAPITAL LLC | 168978 | $1.57B | $4.72B | 30 | 2026-03-31 | → |
| 333 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $1.57B | $17.30B | 13 | 2025-12-31 | → |
| 334 | SOROBAN CAPITAL PARTNERS LP | 157360 | $1.57B | $15.67B | 39 | 2026-03-31 | → |
| 335 | FIDUCIARY COUNSELORS INC. | 111827 | $1.57B | $20.35B | 8 | 2026-03-31 | → |
| 336 | THRIVENT ASSET MANAGEMENT, LLC | 137751 | $1.55B | $47.99B | 426 | 2026-03-31 | → |
| 337 | GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC | 160830 | $1.54B | $1.54B | 4 | 2026-03-31 | → |
| 338 | PR MORTGAGE INVESTMENT MANAGEMENT, LLC | 313210 | $1.54B | $1.54B | 9 | 2026-03-31 | → |
| 339 | CNL STRATEGIC CAPITAL MANAGEMENT, LLC | 286342 | $1.54B | $1.54B | 7 | 2026-06-30 | → |
| 340 | VERITAS CAPITAL FUND MANAGEMENT, L.L.C. | 157123 | $1.54B | $53.81B | 146 | 2026-03-31 | → |
| 341 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $1.54B | $33.80B | 26 | 2026-06-30 | → |
| 342 | FUNDSTRAT CAPITAL LLC | 332163 | $1.53B | $4.60B | 3 | 2026-03-31 | → |
| 343 | ALBRITTON CAPITAL MANAGEMENT CO | 112772 | $1.52B | $1.52B | 1 | 2026-03-31 | → |
| 344 | WYNNCHURCH CAPITAL, L.P. | 173227 | $1.52B | $9.12B | 47 | 2026-03-31 | → |
| 345 | CORNERSTONE ADVISORS, LLC | 300891 | $1.52B | $3.04B | 7 | 2026-03-31 | → |
| 346 | CHURCHILL INVESTMENT MANAGEMENT LLC | 305060 | $1.52B | $12.14B | 101 | 2026-03-31 | → |
| 347 | OVERLAND ADVISORS, LLC | 325525 | $1.52B | $3.03B | 267 | 2026-06-30 | → |
| 348 | SESSA CAPITAL IM, L.P. | 166403 | $1.50B | $7.52B | 13 | 2026-03-31 | → |
| 349 | ANCIENT ART, L.P. | 141112 | $1.50B | $1.50B | 11 | 2026-03-31 | → |
| 350 | LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC | 289401 | $1.50B | $1.50B | 73 | 2026-03-31 | → |
| 351 | TREXQUANT INVESTMENT LP | 170476 | $1.50B | $13.48B | 167 | 2026-03-31 | → |
| 352 | DELTA GLOBAL MANAGEMENT LP | 327142 | $1.49B | $2.99B | 14 | 2026-03-31 | → |
| 353 | KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. | 174341 | $1.49B | $1.49B | 4 | 2026-05-31 | → |
| 354 | FPLF MANAGEMENT LLC | 331881 | $1.49B | $1.49B | 140 | 2026-03-31 | → |
| 355 | CAPITAL IMPACT ADVISORS, LLC | 168313 | $1.49B | $1.49B | 5 | 2026-03-31 | → |
| 356 | PARADIGM OPERATIONS LP | 299210 | $1.48B | $11.87B | 61 | 2026-06-30 | → |
| 357 | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | $1.48B | $167.15B | 67 | 2026-03-31 | → |
| 358 | PAR CAPITAL MANAGEMENT, INC. | 156596 | $1.47B | $1.47B | 12 | 2026-03-31 | → |
| 359 | KKR REGISTERED ADVISOR LLC | 309284 | $1.46B | $1.46B | 26 | 2026-04-30 | → |
| 360 | TENOR CAPITAL MANAGEMENT COMPANY, L.P. | 153277 | $1.45B | $10.17B | 19 | 2026-03-31 | → |
| 361 | FAIRMOUNT FUNDS MANAGEMENT LLC | 284844 | $1.45B | $5.80B | 30 | 2026-03-31 | → |
| 362 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | $1.45B | $514.05B | 1,244 | 2026-03-31 | → |
| 363 | STONEHILL CAPITAL MANAGEMENT LLC | 155513 | $1.45B | $4.34B | 23 | 2026-03-31 | → |
| 364 | JERICHO CAPITAL ASSET MANAGEMENT L.P. | 156701 | $1.44B | $10.11B | 10 | 2026-04-30 | → |
| 365 | VOYAGER GLOBAL MANAGEMENT LP | 311921 | $1.44B | $4.33B | 3 | 2026-03-31 | → |
| 366 | OASIS INVESTMENT STRATEGIES LLC | 152957 | $1.43B | $5.73B | 10 | 2026-03-31 | → |
| 367 | WARBURG PINCUS LLC | 156945 | $1.43B | $108.66B | 829 | 2026-03-31 | → |
| 368 | GC OPAL ADVISORS LLC | 289425 | $1.43B | $124.30B | 1,087 | 2026-06-30 | → |
| 369 | SIRENIA CAPITAL MANAGEMENT LP | 340192 | $1.42B | $4.26B | 13 | 2026-05-31 | → |
| 370 | DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC | 285629 | $1.42B | $7.10B | 3 | 2026-03-31 | → |
| 371 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | 165895 | $1.42B | $2.83B | 5 | 2026-04-30 | → |
| 372 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $1.42B | $24.07B | 127 | 2026-05-31 | → |
| 373 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | 110879 | $1.42B | $1.42B | 1 | 2026-03-31 | → |
| 374 | RTW INVESTMENTS LP | 153232 | $1.41B | $14.14B | 70 | 2026-03-31 | → |
| 375 | POLYMER CAPITAL MANAGEMENT (US), LLC | 316277 | $1.41B | $1.41B | 23 | 2026-03-31 | → |
| 376 | ONE MADISON GROUP LLC | 320876 | $1.40B | $7.02B | 23 | 2026-03-31 | → |
| 377 | CONTENT PARTNERS LLC | 164461 | $1.40B | $1.40B | 15 | 2025-03-31 | → |
| 378 | PPM AMERICA, INC. | 107269 | $1.40B | $93.79B | 217 | 2026-05-31 | → |
| 379 | VR ADVISORY SERVICES LTD. | 137158 | $1.40B | $9.77B | 42 | 2026-03-31 | → |
| 380 | KUDU INVESTMENT HOLDINGS, LLC | 174350 | $1.39B | $1.39B | 18 | 2026-05-31 | → |
| 381 | ALGEBRIS INVESTMENTS (US) INC. | 169236 | $1.39B | $6.94B | 4 | 2026-03-31 | → |
| 382 | FEDERATED HERMES (UK) LLP | 169087 | $1.37B | $24.72B | 11 | 2026-03-31 | → |
| 383 | GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 129288 | $1.37B | $4.12B | 5 | 2026-03-31 | → |
| 384 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | 16009 | $1.37B | $68.59B | 192 | 2026-03-31 | → |
| 385 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $1.37B | $17.83B | 138 | 2026-04-30 | → |
| 386 | PARNASSUS INVESTMENTS, LLC | 316904 | $1.37B | $41.09B | 87 | 2026-03-31 | → |
| 387 | SEQUOIA CAPITAL OPERATIONS, LLC | 157373 | $1.37B | $82.17B | 168 | 2026-03-31 | → |
| 388 | CASTLEKNIGHT MANAGEMENT LP | 309435 | $1.37B | $4.10B | 13 | 2026-03-31 | → |
| 389 | VESTAL POINT CAPITAL, LP | 325894 | $1.37B | $5.47B | 11 | 2026-03-31 | → |
| 390 | AQUATIC CAPITAL MANAGEMENT LLC | 307291 | $1.36B | $5.43B | 91 | 2026-06-30 | → |
| 391 | FIRST SENTIER INVESTORS (IRELAND) LIMITED | 304423 | $1.36B | $28.50B | 45 | 2026-06-30 | → |
| 392 | PROMANAGE, LLC | 133357 | $1.35B | $4.06B | 9 | 2026-06-30 | → |
| 393 | TRUTINO CAPITAL MANAGEMENT, LLC | 281980 | $1.34B | $6.72B | 7 | 2026-02-28 | → |
| 394 | GUIDESTONE CAPITAL MANAGEMENT, LLC | 112319 | $1.34B | $36.24B | 35 | 2026-04-30 | → |
| 395 | FRANKLIN TEMPLETON FUND ADVISER, LLC | 140432 | $1.34B | $167.44B | 0 | 2025-12-31 | → |
| 396 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $1.33B | $29.35B | 36 | 2026-03-31 | → |
| 397 | BERKADIA CAPITAL ADVISORS LLC | 312130 | $1.33B | $2.66B | 2 | 2026-03-31 | → |
| 398 | KKR CREDIT ADVISORS (US) LLC | 146629 | $1.33B | $270.85B | 609 | 2026-03-31 | → |
| 399 | MESIROW RE-IA, INC. | 328098 | $1.32B | $2.64B | 21 | 2026-06-30 | → |
| 400 | NEA MANAGEMENT COMPANY, LLC | 161004 | $1.32B | $35.58B | 113 | 2026-03-31 | → |
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