Research Report · 2026-05-31
Registered Investment Advisers with the Highest AUM per Employee
SEC-registered investment advisers ranked by reported regulatory AUM per employee from ADV Part 1 filings.
Firms
100
Total AUM
$48.93T
Median AUM
$27.42B
Latest Filing
2026-05-31
| Rank↕ | Firm Name | CRD↕ | AUM / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | JOBS PEAK ADVISORS, LLC | 286080 | $73.58B | $73.58B | 1 | 2026-03-31 | → |
| 2 | VIRTUS INVESTMENT ADVISERS, LLC | 106982 | $51.74B | $51.74B | 1 | 2026-03-31 | → |
| 3 | WELLINGTON ALTERNATIVE INVESTMENTS LLC | 226715 | $46.09B | $92.17B | 2 | 2026-03-31 | → |
| 4 | VANGUARD CAPITAL MANAGEMENT, LLC | 338002 | $35.90B | $8.44T | 235 | 2026-05-31 | → |
| 5 | TAULA CAPITAL MANAGEMENT (DIFC) LTD | 329853 | $35.15B | $210.92B | 6 | 2026-03-31 | → |
| 6 | BLACKROCK FUND ADVISORS | 105247 | $33.45B | $4.28T | 128 | 2026-05-31 | → |
| 7 | TAULA CAPITAL MANAGEMENT (JERSEY) LP | 330068 | $30.13B | $210.93B | 7 | 2026-03-31 | → |
| 8 | VANGUARD PORTFOLIO MANAGEMENT, LLC | 338003 | $25.30B | $2.66T | 105 | 2026-05-31 | → |
| 9 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | $20.14B | $20.14B | 1 | 2026-03-31 | → |
| 10 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $16.31B | $994.99B | 61 | 2026-03-31 | → |
| 11 | ABRY PARTNERS II, LLC | 161154 | $14.90B | $14.90B | 1 | 2026-03-31 | → |
| 12 | H&H INTERNATIONAL INVESTMENT, LLC | 292451 | $12.75B | $25.50B | 2 | 2026-05-31 | → |
| 13 | PARVUS ASSET MANAGEMENT JERSEY LIMITED | 174027 | $11.47B | $11.47B | 1 | 2025-07-31 | → |
| 14 | AB PRIVATE CREDIT INVESTORS LLC | 173027 | $11.36B | $11.36B | 1 | 2026-05-31 | → |
| 15 | INNOCAP GLOBAL INVESTMENT MANAGEMENT (IRELAND) LTD | 288550 | $10.08B | $141.06B | 14 | 2026-01-31 | → |
| 16 | III CAPITAL MANAGEMENT | 113539 | $9.80B | $88.24B | 9 | 2026-05-31 | → |
| 17 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $9.33B | $139.88B | 15 | 2026-04-30 | → |
| 18 | TAULA CAPITAL MANAGEMENT (US) LLC | 329865 | $9.17B | $210.93B | 23 | 2026-03-31 | → |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | $8.95B | $1.74T | 194 | 2026-03-31 | → |
| 20 | MELLON INVESTMENTS CORPORATION | 105764 | $8.92B | $873.87B | 98 | 2026-05-31 | → |
| 21 | BLACKROCK ADVISORS, LLC | 106614 | $7.51B | $1.10T | 146 | 2026-05-31 | → |
| 22 | CUSOURCE, LLC | 44970 | $7.48B | $52.37B | 7 | 2026-03-31 | → |
| 23 | CI GLOBAL INVESTMENTS INC. | 156752 | $7.37B | $14.74B | 2 | 2026-03-31 | → |
| 24 | CARVAL CLO MANAGEMENT LLC | 298135 | $7.30B | $7.30B | 1 | 2026-03-31 | → |
| 25 | FRANKLIN ADVISORY SERVICES, LLC | 111361 | $7.04B | $14.07B | 2 | 2025-12-31 | → |
| 26 | THE VANGUARD GROUP, INC. | 105958 | $6.52B | $11.09T | 1,702 | 2026-05-31 | → |
| 27 | BNY MELLON INVESTMENT ADVISER, INC. | 105642 | $6.08B | $419.46B | 69 | 2026-03-31 | → |
| 28 | SSGA FUNDS MANAGEMENT, INC. | 111242 | $5.89B | $1.42T | 241 | 2026-03-31 | → |
| 29 | FEDERATED INVESTMENT MANAGEMENT COMPANY | 105138 | $5.57B | $590.10B | 106 | 2026-05-31 | → |
| 30 | ALPHAPOINT, INC. | 130115 | $5.56B | $5.56B | 1 | 2026-03-31 | → |
| 31 | BRIGADE CAPITAL UK LLP | 173947 | $5.22B | $31.35B | 6 | 2026-03-31 | → |
| 32 | OC INVESTMENT MANAGEMENT LP | 314948 | $5.06B | $75.93B | 15 | 2026-05-31 | → |
| 33 | THREE FIFTY EIGHT INVESTMENT GROUP, LLC | 334965 | $5.00B | $25.00B | 5 | 2026-03-31 | → |
| 34 | GE INVESTMENT MANAGEMENT CORP | 323648 | $4.87B | $24.36B | 5 | 2026-01-31 | → |
| 35 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $4.74B | $33.19B | 7 | 2025-12-31 | → |
| 36 | SANDERS CAPITAL, LLC | 151480 | $4.70B | $122.18B | 26 | 2026-03-31 | → |
| 37 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $4.70B | $23.48B | 5 | 2026-03-31 | → |
| 38 | CLEARWATER MANAGEMENT CO., INC. | 105307 | $4.68B | $4.68B | 1 | 2026-03-31 | → |
| 39 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | $4.57B | $132.63B | 29 | 2026-03-31 | → |
| 40 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $4.26B | $136.48B | 32 | 2026-03-31 | → |
| 41 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $4.24B | $941.02B | 222 | 2026-03-31 | → |
| 42 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | 334551 | $4.20B | $33.57B | 8 | 2026-03-31 | → |
| 43 | GUSTO INVESTMENT SERVICES, LLC | 281515 | $4.00B | $12.01B | 3 | 2026-05-31 | → |
| 44 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $3.98B | $5.69T | 1,427 | 2026-03-31 | → |
| 45 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $3.96B | $23.79B | 6 | 2026-03-31 | → |
| 46 | BNY MELLON ETF INVESTMENT ADVISER, LLC | 306148 | $3.70B | $11.10B | 3 | 2026-03-31 | → |
| 47 | GREENVALE CAPITAL LP | 312264 | $3.70B | $3.70B | 1 | 2026-03-31 | → |
| 48 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $3.62B | $162.89B | 45 | 2026-03-31 | → |
| 49 | TAULA CAPITAL MANAGEMENT (UK) LLP | 329863 | $3.59B | $204.76B | 57 | 2025-11-30 | → |
| 50 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | $3.51B | $35.09B | 10 | 2026-03-31 | → |
| 51 | SYSTEMATIC ALPHA INVESTMENTS, LLC | 297693 | $3.49B | $3.49B | 1 | 2026-03-31 | → |
| 52 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | $3.48B | $17.42B | 5 | 2026-03-31 | → |
| 53 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $3.34B | $40.03B | 12 | 2026-04-30 | → |
| 54 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $3.31B | $76.17B | 23 | 2026-03-31 | → |
| 55 | SQUAREPOINT OPS LLC | 172116 | $3.29B | $226.98B | 69 | 2026-04-30 | → |
| 56 | PRIMECAP MANAGEMENT CO | 105516 | $3.24B | $139.34B | 43 | 2026-03-31 | → |
| 57 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $3.23B | $25.85B | 8 | 2025-12-31 | → |
| 58 | NPPG PLAN PROFESSIONALS, LLC | 324646 | $3.14B | $6.27B | 2 | 2026-05-31 | → |
| 59 | NEUBERGER BERMAN LOAN ADVISERS II LLC | 306601 | $3.02B | $9.05B | 3 | 2026-03-31 | → |
| 60 | MASON STREET ADVISORS, LLC | 114085 | $3.01B | $39.08B | 13 | 2026-03-31 | → |
| 61 | COLLER INVESTMENT MANAGEMENT LTD | 111035 | $2.90B | $28.99B | 10 | 2025-06-30 | → |
| 62 | BRICK CAPITAL MANAGEMENT INC | 107600 | $2.84B | $2.84B | 1 | 2026-03-31 | → |
| 63 | MVP MANAGER LLC | 282143 | $2.81B | $2.81B | 1 | 2026-04-30 | → |
| 64 | BRANDYWINE MANAGERS, LLC | 137388 | $2.79B | $13.97B | 5 | 2026-04-30 | → |
| 65 | WELLINGTON FUNDS (US) LLC | 288313 | $2.70B | $5.41B | 2 | 2026-03-31 | → |
| 66 | DFA AUSTRALIA LIMITED | 107621 | $2.70B | $361.60B | 134 | 2026-03-31 | → |
| 67 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $2.65B | $3.75T | 1,417 | 2026-05-31 | → |
| 68 | THOMAS MILL ADVISORS LLC | 309304 | $2.64B | $2.64B | 1 | 2025-03-31 | → |
| 69 | ALUMINA INVESTMENT MANAGEMENT, LLC | 164273 | $2.63B | $5.26B | 2 | 2026-03-31 | → |
| 70 | AB BROADLY SYNDICATED LOAN MANAGER LLC | 308135 | $2.62B | $2.62B | 1 | 2026-03-31 | → |
| 71 | MERCURY ADVISORY, LLC | 308960 | $2.56B | $17.94B | 7 | 2026-05-31 | → |
| 72 | ADVISOR OS LLC | 287792 | $2.55B | $5.09B | 2 | 2026-03-31 | → |
| 73 | FIDUCIARY COUNSELORS INC. | 111827 | $2.54B | $20.35B | 8 | 2026-03-31 | → |
| 74 | WELLSPRING CAPITAL ADVISORS, LLC | 132698 | $2.52B | $5.03B | 2 | 2026-04-30 | → |
| 75 | MPC CAPITAL ADVISORS, LLC | 153586 | $2.51B | $22.57B | 9 | 2026-03-31 | → |
| 76 | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | $2.49B | $167.15B | 67 | 2026-03-31 | → |
| 77 | EGERTON CAPITAL (US), LP | 297738 | $2.44B | $19.53B | 8 | 2026-03-31 | → |
| 78 | BLUE OWL GPSC ADVISORS LLC | 293945 | $2.37B | $94.65B | 40 | 2026-04-30 | → |
| 79 | DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC | 285629 | $2.37B | $7.10B | 3 | 2026-03-31 | → |
| 80 | MISSION PRIME LLC | 318328 | $2.35B | $2.35B | 1 | 2026-03-31 | → |
| 81 | MILLIMAN ADVISORS, LLC | 112245 | $2.32B | $2.32B | 1 | 2026-03-31 | → |
| 82 | LSV ASSET MANAGEMENT | 109918 | $2.32B | $104.25B | 45 | 2026-03-31 | → |
| 83 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $2.25B | $364.73B | 162 | 2026-03-31 | → |
| 84 | FEDERATED HERMES (UK) LLP | 169087 | $2.25B | $24.72B | 11 | 2026-03-31 | → |
| 85 | BALLYROCK INVESTMENT ADVISORS LLC | 115324 | $2.20B | $10.99B | 5 | 2026-03-31 | → |
| 86 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $2.19B | $172.62B | 79 | 2026-05-31 | → |
| 87 | AST INVESTMENT SERVICES, INC. | 108897 | $2.18B | $91.47B | 42 | 2026-05-31 | → |
| 88 | TENARON CAPITAL MANAGEMENT LP | 283249 | $2.17B | $56.41B | 26 | 2026-05-31 | → |
| 89 | PACIFIC LIFE FUND ADVISORS LLC | 105169 | $2.14B | $42.81B | 20 | 2026-03-31 | → |
| 90 | GIGAFUND MANAGEMENT COMPANY, LLC | 289807 | $2.14B | $14.97B | 7 | 2026-03-31 | → |
| 91 | FRANKLIN BSP CAPITAL ADVISER LLC | 307684 | $2.12B | $4.25B | 2 | 2026-03-31 | → |
| 92 | KEYSTATE ADVISORY, LLC | 156226 | $2.07B | $16.59B | 8 | 2026-03-31 | → |
| 93 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $2.07B | $22.77B | 11 | 2026-03-31 | → |
| 94 | MADISON AVENUE FINANCIAL SOLUTIONS, LLC | 307461 | $2.06B | $2.06B | 1 | 2026-05-31 | → |
| 95 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | $2.03B | $122.05B | 60 | 2026-03-31 | → |
| 96 | NEUBERGER BERMAN LOAN ADVISERS IV LLC | 324282 | $2.02B | $6.07B | 3 | 2026-03-31 | → |
| 97 | UNISON ADVISORS LLC | 155470 | $2.02B | $2.02B | 1 | 2026-03-31 | → |
| 98 | WATEROUS ENERGY FUND MANAGEMENT (US), LLC | 290952 | $2.01B | $4.01B | 2 | 2026-03-31 | → |
| 99 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | $2.00B | $18.00B | 9 | 2026-05-31 | → |
| 100 | FINANCIAL INTEGRITY ADVISORS, LLC | 130458 | $1.98B | $3.96B | 2 | 2026-03-31 | → |
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