Research Report · 2026-06-30
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
1,000
Total AUM
$108.71T
Median AUM
$11.12B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $1.88B | $1.25T | 662 | 2026-06-30 | → |
| 102 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $1.86B | $3.67T | 1,968 | 2026-05-31 | → |
| 103 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | $1.83B | $23.78B | 13 | 2026-06-30 | → |
| 104 | CLEARBRIDGE INC. | 110909 | $1.83B | $7.31B | 4 | 2025-10-31 | → |
| 105 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $1.82B | $204.18B | 112 | 2026-03-31 | → |
| 106 | CACTI ASSET MANAGEMENT, LLC | 156131 | $1.82B | $1.82B | 1 | 2026-01-31 | → |
| 107 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $1.82B | $1.72T | 946 | 2026-03-31 | → |
| 108 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $1.81B | $208.39B | 115 | 2026-03-31 | → |
| 109 | FIAM LLC | 133196 | $1.77B | $347.73B | 196 | 2026-03-31 | → |
| 110 | NUMERIC INVESTORS LLC | 131684 | $1.75B | $94.40B | 54 | 2026-04-30 | → |
| 111 | ALGEBRIS INVESTMENTS (US) INC. | 169236 | $1.74B | $6.94B | 4 | 2026-03-31 | → |
| 112 | CAPULA INVESTMENT US LP | 157589 | $1.72B | $137.44B | 80 | 2026-06-30 | → |
| 113 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $1.72B | $66.93B | 39 | 2026-06-30 | → |
| 114 | PROWELL FINANCIAL MANAGEMENT, LLC | 281762 | $1.72B | $6.86B | 4 | 2026-03-31 | → |
| 115 | TOMALES BAY CAPITAL, L.P. | 298932 | $1.70B | $5.11B | 3 | 2026-03-31 | → |
| 116 | SYMMETRY INVESTMENTS US LLC | 317755 | $1.68B | $16.83B | 10 | 2026-03-31 | → |
| 117 | GREENHAVEN ASSOCIATES INC | 104729 | $1.67B | $11.66B | 7 | 2026-02-28 | → |
| 118 | CORONATION GLOBAL FUND MANAGERS (IRELAND) LIMITED | 156599 | $1.65B | $9.87B | 6 | 2026-05-31 | → |
| 119 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | $1.64B | $11.51B | 7 | 2026-03-31 | → |
| 120 | NEUBERGER BERMAN LOAN ADVISERS LLC | 285579 | $1.64B | $4.93B | 3 | 2026-03-31 | → |
| 121 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $1.63B | $142.02B | 87 | 2026-04-30 | → |
| 122 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $1.63B | $22.77B | 14 | 2026-03-31 | → |
| 123 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $1.61B | $183.53B | 114 | 2026-03-31 | → |
| 124 | PACER ADVISORS, INC. | 137381 | $1.61B | $38.64B | 24 | 2026-03-31 | → |
| 125 | CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. | 339944 | $1.61B | $3.22B | 2 | 2026-06-30 | → |
| 126 | COVALIS (GIBRALTAR) LIMITED | 311614 | $1.59B | $4.76B | 3 | 2026-06-30 | → |
| 127 | JACKSON NATIONAL ASSET MANAGEMENT, LLC | 111079 | $1.58B | $246.30B | 156 | 2026-05-31 | → |
| 128 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $1.57B | $156.56B | 100 | 2026-06-30 | → |
| 129 | FUNDSTRAT CAPITAL LLC | 332163 | $1.53B | $4.60B | 3 | 2026-03-31 | → |
| 130 | GRANITESHARES ADVISORS LLC | 287806 | $1.53B | $9.19B | 6 | 2026-01-31 | → |
| 131 | ALBRITTON CAPITAL MANAGEMENT CO | 112772 | $1.52B | $1.52B | 1 | 2026-03-31 | → |
| 132 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $1.51B | $40.83B | 27 | 2026-01-31 | → |
| 133 | PINE RIVER CAPITAL MANAGEMENT L.P. | 133720 | $1.51B | $46.87B | 31 | 2026-06-30 | → |
| 134 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $1.51B | $49.85B | 33 | 2026-03-31 | → |
| 135 | VALLEY VIEW CONSULTING LLC | 108583 | $1.49B | $16.40B | 11 | 2026-04-30 | → |
| 136 | HAIDAR CAPITAL MANAGEMENT LLC | 159798 | $1.49B | $13.40B | 9 | 2026-03-31 | → |
| 137 | APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 226755 | $1.48B | $4.44B | 3 | 2026-03-31 | → |
| 138 | ONE QUEEN CAPITAL INC. | 315926 | $1.45B | $15.90B | 11 | 2026-06-30 | → |
| 139 | VOYAGER GLOBAL MANAGEMENT LP | 311921 | $1.44B | $4.33B | 3 | 2026-03-31 | → |
| 140 | NORTHEAST FINANCIAL GROUP, INC. | 122609 | $1.44B | $1.44B | 1 | 2026-03-31 | → |
| 141 | IRONSHORE FINANCIAL, LLC | 294053 | $1.44B | $1.44B | 1 | 2026-03-31 | → |
| 142 | EXCHANGE TRADED CONCEPTS, LLC | 151197 | $1.43B | $22.95B | 16 | 2026-02-28 | → |
| 143 | THE WINDACRE PARTNERSHIP LLC | 168761 | $1.43B | $11.42B | 8 | 2026-03-31 | → |
| 144 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $1.42B | $17.07B | 12 | 2026-03-31 | → |
| 145 | FINSER INVESTMENT ADVISOR | 142570 | $1.42B | $1.42B | 1 | 2025-08-31 | → |
| 146 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | 110879 | $1.42B | $1.42B | 1 | 2026-03-31 | → |
| 147 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $1.41B | $42.29B | 30 | 2026-04-30 | → |
| 148 | MORRISON US, LLC | 315983 | $1.40B | $27.97B | 20 | 2026-01-31 | → |
| 149 | BAXTER CAPITAL MANAGEMENT INC | 105123 | $1.40B | $4.19B | 3 | 2026-03-31 | → |
| 150 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $1.39B | $305.98B | 220 | 2026-03-31 | → |
| 151 | DODGE & COX | 104596 | $1.39B | $466.56B | 336 | 2026-04-30 | → |
| 152 | BARWICK & PARTNERS, INC. | 174336 | $1.38B | $2.77B | 2 | 2026-02-28 | → |
| 153 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $1.37B | $13.72B | 10 | 2026-03-31 | → |
| 154 | MML INVESTMENT ADVISERS, LLC | 169568 | $1.36B | $24.55B | 18 | 2026-05-31 | → |
| 155 | ADVANCED CAPITAL GROUP, INC. | 109673 | $1.36B | $29.99B | 22 | 2026-03-31 | → |
| 156 | ALPHADYNE ASSET MANAGEMENT LP | 154176 | $1.36B | $164.83B | 121 | 2026-03-31 | → |
| 157 | NUVEEN FUND ADVISORS, LLC | 104626 | $1.36B | $186.25B | 137 | 2026-03-31 | → |
| 158 | CONCORD ADVISORY GROUP LTD | 107291 | $1.36B | $46.19B | 34 | 2026-03-31 | → |
| 159 | NELSON ENTERPRISES LLC | 307706 | $1.36B | $1.36B | 1 | 2026-02-28 | → |
| 160 | VENERABLE INVESTMENT ADVISERS, LLC | 330755 | $1.36B | $16.27B | 12 | 2026-05-31 | → |
| 161 | HUMAN INTEREST ADVISORS LLC | 269875 | $1.35B | $8.10B | 6 | 2026-04-30 | → |
| 162 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $1.35B | $184.99B | 137 | 2026-06-30 | → |
| 163 | ENHANCED PK SERVICES, LLC | 311371 | $1.35B | $1.35B | 1 | 2025-03-31 | → |
| 164 | SVB ASSET MANAGEMENT | 124567 | $1.35B | $32.32B | 24 | 2026-03-31 | → |
| 165 | COHALO ADVISORY LLC | 297315 | $1.35B | $1.35B | 1 | 2026-04-30 | → |
| 166 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $1.33B | $17.30B | 13 | 2025-12-31 | → |
| 167 | BERKADIA CAPITAL ADVISORS LLC | 312130 | $1.33B | $2.66B | 2 | 2026-03-31 | → |
| 168 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $1.33B | $427.48B | 322 | 2026-03-31 | → |
| 169 | FRANKLIN ADVISERS, INC. | 104517 | $1.33B | $509.45B | 384 | 2026-05-31 | → |
| 170 | LMR PARTNERS LLC | 292183 | $1.32B | $140.11B | 106 | 2026-06-30 | → |
| 171 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | $1.31B | $323.08B | 246 | 2026-05-31 | → |
| 172 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $1.31B | $114.16B | 87 | 2026-06-30 | → |
| 173 | QUINN OPPORTUNITY PARTNERS LLC | 167470 | $1.31B | $2.61B | 2 | 2026-04-30 | → |
| 174 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $1.30B | $33.80B | 26 | 2026-06-30 | → |
| 175 | WGI DM, LLC | 334219 | $1.30B | $7.78B | 6 | 2026-03-31 | → |
| 176 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $1.29B | $2.65T | 2,059 | 2026-05-31 | → |
| 177 | ATLANTIC CAPITAL STRATEGIES, INC. | 146725 | $1.28B | $2.57B | 2 | 2026-03-31 | → |
| 178 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $1.28B | $65.07B | 51 | 2026-01-31 | → |
| 179 | WINSHORE CAPITAL PARTNERS LP | 300347 | $1.26B | $6.30B | 5 | 2026-06-30 | → |
| 180 | HERITAGE CAPITAL ADVISORS, LLC | 310306 | $1.26B | $1.26B | 1 | 2026-03-31 | → |
| 181 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $1.24B | $65.94B | 53 | 2026-05-31 | → |
| 182 | FEDERATED MDTA LLC | 109355 | $1.24B | $25.95B | 21 | 2026-05-31 | → |
| 183 | BMO ASSET MANAGEMENT CORP. | 106466 | $1.24B | $6.18B | 5 | 2026-04-30 | → |
| 184 | FIL INVESTMENT ADVISORS | 111103 | $1.24B | $8.65B | 7 | 2026-03-31 | → |
| 185 | RAFFERTY ASSET MANAGEMENT, LLC | 112526 | $1.23B | $55.24B | 45 | 2026-03-31 | → |
| 186 | FOURTH SAIL CAPITAL US LP | 332445 | $1.22B | $3.67B | 3 | 2026-03-31 | → |
| 187 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | $1.22B | $37.70B | 31 | 2026-03-31 | → |
| 188 | AFLAC ASSET MANAGEMENT LLC | 304316 | $1.21B | $133.47B | 110 | 2026-03-31 | → |
| 189 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | $1.21B | $38.57B | 32 | 2026-06-30 | → |
| 190 | SRB CORPORATION | 161163 | $1.21B | $4.82B | 4 | 2026-03-31 | → |
| 191 | STAR ASIA MANAGEMENT LLC | 162365 | $1.20B | $4.81B | 4 | 2026-04-30 | → |
| 192 | RATSON ADVISORY LLC | 330091 | $1.19B | $2.39B | 2 | 2026-02-28 | → |
| 193 | PERTENTO ADVISORS LLC | 335545 | $1.19B | $4.77B | 4 | 2026-03-31 | → |
| 194 | COMPOUND GLOBAL ADVISORS, LLC | 318889 | $1.19B | $1.19B | 1 | 2026-03-31 | → |
| 195 | BROOKNOLL ADVISORS LLC | 298297 | $1.19B | $1.19B | 1 | 2026-03-31 | → |
| 196 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $1.19B | $102.10B | 86 | 2026-03-31 | → |
| 197 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | $1.18B | $12.99B | 11 | 2026-03-31 | → |
| 198 | ACASTA PARTNERS US LLC | 335005 | $1.18B | $4.72B | 4 | 2026-02-28 | → |
| 199 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $1.18B | $54.13B | 46 | 2026-03-31 | → |
| 200 | MISSION PRIME LLC | 318328 | $1.17B | $2.35B | 2 | 2026-06-30 | → |
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