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 | |
|---|---|---|---|---|---|---|---|
| 801 | TINICUM INCORPORATED | 157298 | $704.7M | $4.23B | 44 | 2026-04-30 | → |
| 802 | SLG CAPITAL MANAGEMENT LLC | 331370 | $703.4M | $1.41B | 20 | 2026-05-31 | → |
| 803 | THOROFARE, LLC | 171293 | $701.9M | $1.40B | 27 | 2026-03-31 | → |
| 804 | DOUBLELINE CAPITAL LP | 152606 | $701.7M | $93.32B | 258 | 2026-03-31 | → |
| 805 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $700.3M | $563.78B | 956 | 2026-05-31 | → |
| 806 | EULAV ASSET MANAGEMENT | 156397 | $700.0M | $4.90B | 14 | 2025-07-31 | → |
| 807 | PIVOT CAPITAL PARTNERS LLC | 335324 | $700.0M | $1.40B | 2 | 2026-06-30 | → |
| 808 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $698.7M | $1.60T | 7,987 | 2026-06-30 | → |
| 809 | SW INVESTMENT MANAGEMENT LLC | 289857 | $698.5M | $698.5M | 1 | 2026-03-31 | → |
| 810 | FIRST SENTIER INVESTORS (UK) FUNDS LIMITED | 171592 | $698.1M | $11.87B | 314 | 2026-03-31 | → |
| 811 | VETA INVESTMENT PARTNERS, LLC | 309023 | $697.2M | $2.79B | 10 | 2026-05-31 | → |
| 812 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $696.2M | $68.22B | 408 | 2026-03-31 | → |
| 813 | CARLYLE AVIATION PDP MANAGEMENT LLC | 305746 | $693.1M | $10.40B | 124 | 2026-03-31 | → |
| 814 | AKSIA CA LLC | 159043 | $692.1M | $2.08B | 51 | 2025-03-31 | → |
| 815 | RIVER CANYON FUND MANAGEMENT LLC | 169465 | $691.8M | $2.08B | 161 | 2026-03-31 | → |
| 816 | NEWTYN MANAGEMENT, LLC | 161156 | $690.2M | $2.07B | 12 | 2026-03-31 | → |
| 817 | NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC | 321208 | $690.1M | $690.1M | 10 | 2026-03-31 | → |
| 818 | BUCK GLOBAL, LLC | 108695 | $690.0M | $47.61B | 625 | 2025-03-31 | → |
| 819 | HOLDCO ASSET MANAGEMENT, LP | 167054 | $689.4M | $2.76B | 7 | 2026-03-31 | → |
| 820 | ADVENT INTERNATIONAL, L.P. | 105673 | $689.0M | $91.63B | 262 | 2026-03-31 | → |
| 821 | KEENAN CAPITAL, LLC | 167390 | $687.6M | $687.6M | 6 | 2026-03-31 | → |
| 822 | DRA ADVISORS LLC | 106311 | $686.7M | $14.42B | 99 | 2026-03-31 | → |
| 823 | ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC | 143002 | $685.0M | $1.37B | 4 | 2025-02-28 | → |
| 824 | ECOR1 CAPITAL, LLC | 167121 | $684.9M | $3.42B | 22 | 2026-03-31 | → |
| 825 | MPC CAPITAL ADVISORS, LLC | 153586 | $684.0M | $22.57B | 9 | 2026-03-31 | → |
| 826 | WHALE ROCK CAPITAL MANAGEMENT LLC | 140746 | $682.8M | $12.97B | 31 | 2026-06-30 | → |
| 827 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 136591 | $682.6M | $87.38B | 481 | 2026-05-31 | → |
| 828 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $682.0M | $12.96B | 16 | 2026-05-31 | → |
| 829 | CAPTION MANAGEMENT, LLC | 173841 | $681.5M | $3.41B | 22 | 2026-03-31 | → |
| 830 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $681.3M | $23.85B | 35 | 2026-06-30 | → |
| 831 | ALAN W. WEBER | 163137 | $680.7M | $680.7M | 1 | 2026-02-28 | → |
| 832 | GIGAFUND MANAGEMENT COMPANY, LLC | 289807 | $680.3M | $14.97B | 7 | 2026-03-31 | → |
| 833 | TRUFFLE HOUND CAPITAL, LLC | 137616 | $680.0M | $680.0M | 7 | 2026-03-31 | → |
| 834 | NGP ENERGY CAPITAL MANAGEMENT, LLC | 160729 | $679.7M | $10.88B | 56 | 2026-03-31 | → |
| 835 | REALTERM TRANSPORTATION LLC | 322689 | $679.3M | $10.87B | 265 | 2026-05-31 | → |
| 836 | RHONE GROUP L.L.C. | 161731 | $679.2M | $8.15B | 35 | 2026-03-31 | → |
| 837 | PNC STEEL CITY ADVISORS, LLC | 172658 | $679.2M | $2.72B | 12 | 2026-05-31 | → |
| 838 | CBRE GLOBAL VALUE INVESTORS, LLC | 111590 | $679.1M | $6.11B | 195 | 2025-07-31 | → |
| 839 | JMI MANAGEMENT, L.P. | 158344 | $678.8M | $13.58B | 81 | 2026-06-30 | → |
| 840 | PACER ADVISORS, INC. | 137381 | $677.8M | $38.64B | 24 | 2026-03-31 | → |
| 841 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $677.2M | $19.64B | 924 | 2026-05-31 | → |
| 842 | MANGROVE PARTNERS IM, LLC | 162296 | $676.5M | $2.71B | 19 | 2026-03-31 | → |
| 843 | MORANT WRIGHT MANAGEMENT LIMITED | 138189 | $675.5M | $7.43B | 12 | 2025-11-30 | → |
| 844 | ENHANCED PK SERVICES, LLC | 311371 | $674.9M | $1.35B | 1 | 2025-03-31 | → |
| 845 | MARITIME PARTNERS, LLC | 300186 | $673.8M | $4.72B | 41 | 2026-03-31 | → |
| 846 | ADAMS STREET ADVISORS, LLC | 333783 | $672.1M | $672.1M | 318 | 2026-06-30 | → |
| 847 | ARABLE CAPITAL PARTNERS, LLC | 287629 | $671.2M | $671.2M | 8 | 2026-03-31 | → |
| 848 | MARCUS PARTNERS, LLC | 161326 | $669.6M | $2.68B | 50 | 2026-03-31 | → |
| 849 | YAUPON CAPITAL MANAGEMENT LP | 298556 | $669.2M | $4.68B | 20 | 2026-03-31 | → |
| 850 | LANE42 INVESTMENT PARTNERS, LLC | 335548 | $668.6M | $2.01B | 26 | 2026-04-30 | → |
| 851 | RADIAL EQUITY PARTNERS LP | 308513 | $668.5M | $668.5M | 19 | 2026-03-31 | → |
| 852 | RECOGNIZE PARTNERS LP | 311156 | $666.0M | $3.33B | 25 | 2026-04-30 | → |
| 853 | INVESTURE, LLC | 130099 | $664.2M | $38.52B | 51 | 2026-03-31 | → |
| 854 | EPFC CAPITAL PARTNERS, LLC | 307803 | $663.8M | $1.99B | 15 | 2026-03-31 | → |
| 855 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | 105455 | $663.5M | $48.44B | 123 | 2026-03-31 | → |
| 856 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $663.5M | $50.42B | 122 | 2026-03-31 | → |
| 857 | NEWLIGHT PARTNERS LP | 296190 | $662.3M | $1.32B | 19 | 2026-05-31 | → |
| 858 | TCMI, INC. | 160389 | $661.9M | $22.51B | 79 | 2026-03-31 | → |
| 859 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $660.9M | $123.58B | 322 | 2026-03-31 | → |
| 860 | VARIANT INVESTMENTS, LLC | 289261 | $659.6M | $2.64B | 33 | 2026-05-31 | → |
| 861 | POMONA MANAGEMENT LLC | 148269 | $659.0M | $15.16B | 41 | 2026-03-31 | → |
| 862 | FTV MANAGEMENT COMPANY LP | 159568 | $658.8M | $11.86B | 119 | 2026-01-31 | → |
| 863 | CONTOUR ASSET MANAGEMENT LLC | 154645 | $657.3M | $5.92B | 15 | 2026-03-31 | → |
| 864 | STERLING INVESTMENT PARTNERS ADVISERS, LLC | 156946 | $657.3M | $3.94B | 24 | 2026-03-31 | → |
| 865 | CAMDEN ASSET MANAGEMENT L P | 106772 | $656.8M | $11.17B | 19 | 2026-06-30 | → |
| 866 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | $656.6M | $4.60B | 6 | 2026-05-31 | → |
| 867 | GREENVALE CAPITAL LLP | 281654 | $656.0M | $3.28B | 15 | 2026-06-30 | → |
| 868 | ROBINHOOD VENTURES DE, LLC | 339165 | $655.3M | $655.3M | 125 | 2026-05-31 | → |
| 869 | STONEPEAK PARTNERS LP | 159699 | $655.3M | $81.91B | 359 | 2026-04-30 | → |
| 870 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $654.9M | $30.78B | 69 | 2026-05-31 | → |
| 871 | BRYNWOOD PARTNERS MANAGEMENT LLC | 158087 | $654.8M | $1.96B | 16 | 2026-03-31 | → |
| 872 | CUSOURCE, LLC | 44970 | $654.7M | $52.37B | 7 | 2026-03-31 | → |
| 873 | DIAMETER CAPITAL PARTNERS LP | 289307 | $653.5M | $28.76B | 119 | 2026-04-30 | → |
| 874 | RCM GA MANAGER LLC | 331637 | $653.0M | $1.31B | 71 | 2026-03-31 | → |
| 875 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 317392 | $652.8M | $2.61B | 11 | 2026-03-31 | → |
| 876 | METACAPITAL MANAGEMENT, L.P. | 138405 | $652.8M | $1.31B | 8 | 2026-03-31 | → |
| 877 | SORA INVESTORS LLC | 317257 | $650.7M | $2.60B | 13 | 2026-01-31 | → |
| 878 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $649.4M | $36.37B | 236 | 2026-03-31 | → |
| 879 | BEHRMAN BROTHERS MANAGEMENT COMPANY L.P. | 161083 | $649.4M | $1.95B | 15 | 2026-03-31 | → |
| 880 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $648.2M | $41.48B | 94 | 2026-06-30 | → |
| 881 | COUNTERPOINT MUTUAL FUNDS, LLC | 172379 | $647.8M | $3.24B | 15 | 2026-03-31 | → |
| 882 | GUARDIAN POINT CAPITAL, LP | 165053 | $646.4M | $646.4M | 4 | 2026-03-31 | → |
| 883 | NATIONWIDE FUND ADVISORS | 109391 | $644.5M | $83.14B | 129 | 2026-02-28 | → |
| 884 | ORBIMED ADVISORS LLC | 118608 | $644.0M | $20.61B | 118 | 2026-03-31 | → |
| 885 | CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. | 339944 | $643.6M | $3.22B | 2 | 2026-06-30 | → |
| 886 | STEPSTONE GROUP PRIVATE DEBT LLC | 323711 | $643.6M | $5.79B | 0 | 2026-06-30 | → |
| 887 | BANDHAN AMC LIMITED | 170336 | $643.5M | $20.59B | 672 | 2025-06-30 | → |
| 888 | VR ADVISER, LLC | 169288 | $642.2M | $4.50B | 11 | 2026-04-30 | → |
| 889 | ONEX PARTNERS MANAGER LP | 160923 | $642.1M | $22.47B | 180 | 2026-05-31 | → |
| 890 | ARES MANAGEMENT LLC | 130074 | $641.7M | $458.82B | 3,990 | 2026-05-31 | → |
| 891 | TJC LP | 160313 | $641.3M | $30.78B | 96 | 2026-05-31 | → |
| 892 | JASPER RIDGE PARTNERS, L.P. | 144401 | $641.0M | $42.95B | 145 | 2026-03-31 | → |
| 893 | SENTINEL CAPITAL PARTNERS, L.L.C. | 160474 | $639.7M | $8.96B | 62 | 2026-03-31 | → |
| 894 | ALTERRA IOS MANAGER, LLC | 324445 | $637.2M | $3.19B | 44 | 2026-03-31 | → |
| 895 | WATERMARK GROUP, INC. | 108272 | $636.6M | $3.82B | 22 | 2026-04-30 | → |
| 896 | BLUESPRUCE INVESTMENTS, LP | 167311 | $636.3M | $4.45B | 10 | 2026-03-31 | → |
| 897 | STANLEY CAPITAL MANAGEMENT LLC | 156468 | $634.6M | $634.6M | 3 | 2026-02-28 | → |
| 898 | OPHIR ASSET MANAGEMENT US LLC | 312619 | $634.3M | $1.27B | 5 | 2026-03-31 | → |
| 899 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $632.9M | $169.62B | 419 | 2026-03-31 | → |
| 900 | DODGE & COX | 104596 | $630.5M | $466.56B | 336 | 2026-04-30 | → |
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