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 | |
|---|---|---|---|---|---|---|---|
| 501 | HAYS FINANCIAL GROUP, LLC | 306877 | $620.9M | $7.45B | 12 | 2026-03-31 | → |
| 502 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $620.0M | $469.98B | 758 | 2026-06-30 | → |
| 503 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | $619.6M | $21.69B | 35 | 2026-03-31 | → |
| 504 | MORANT WRIGHT MANAGEMENT LIMITED | 138189 | $619.2M | $7.43B | 12 | 2025-11-30 | → |
| 505 | TRI-AD CAPITAL MANAGEMENT I, LLC | 324364 | $619.0M | $619.0M | 1 | 2026-03-31 | → |
| 506 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $617.5M | $684.78B | 1,109 | 2026-04-30 | → |
| 507 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $616.8M | $54.28B | 88 | 2026-03-31 | → |
| 508 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $616.4M | $11.71B | 19 | 2026-03-31 | → |
| 509 | BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP | 172298 | $613.2M | $3.68B | 6 | 2026-06-30 | → |
| 510 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 145682 | $612.2M | $612.2M | 1 | 2026-02-28 | → |
| 511 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $611.6M | $20.18B | 33 | 2026-04-30 | → |
| 512 | CIRCLE WEALTH MANAGEMENT, LLC | 142878 | $611.6M | $14.07B | 23 | 2026-04-30 | → |
| 513 | SIERRA INVESTMENT PARTNERS, INC. | 110954 | $611.3M | $5.50B | 9 | 2026-03-31 | → |
| 514 | ARISTOTLE INVESTMENT SERVICES, LLC | 324207 | $611.3M | $16.50B | 27 | 2026-03-31 | → |
| 515 | NINETY ONE NORTH AMERICA, INC. | 167922 | $609.9M | $41.47B | 68 | 2026-06-30 | → |
| 516 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $606.4M | $24.86B | 41 | 2026-03-31 | → |
| 517 | CATALYST CAPITAL ADVISORS LLC | 139895 | $606.0M | $10.30B | 17 | 2026-03-31 | → |
| 518 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $604.3M | $62.24B | 103 | 2026-03-31 | → |
| 519 | ALLEN INVESTMENT MANAGEMENT, LLC | 124454 | $604.1M | $16.91B | 28 | 2026-03-31 | → |
| 520 | PICTET ASSET MANAGEMENT SA | 140074 | $602.4M | $330.70B | 549 | 2026-06-30 | → |
| 521 | SENTRY ADVISORS, LLC | 174042 | $602.3M | $2.41B | 4 | 2026-03-31 | → |
| 522 | BASALT INFRASTRUCTURE PARTNERS LLC | 162276 | $601.1M | $9.62B | 16 | 2026-03-31 | → |
| 523 | AUREUS ASSET MANAGEMENT, LLC | 136674 | $599.8M | $8.40B | 14 | 2026-03-31 | → |
| 524 | INCOME RESEARCH + MANAGEMENT | 104863 | $599.3M | $130.65B | 218 | 2026-03-31 | → |
| 525 | URSA FUND MANAGEMENT LLC | 283363 | $599.2M | $1.20B | 2 | 2026-04-30 | → |
| 526 | BRACEBRIDGE CAPITAL, LLC | 158343 | $597.3M | $100.35B | 168 | 2026-03-31 | → |
| 527 | JENNISON ASSOCIATES LLC | 107959 | $596.8M | $214.84B | 360 | 2026-03-31 | → |
| 528 | T. ROWE PRICE (CANADA) INC. | 107290 | $595.7M | $6.55B | 11 | 2026-03-31 | → |
| 529 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $595.4M | $93.47B | 157 | 2026-06-30 | → |
| 530 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | 105790 | $594.0M | $212.05B | 357 | 2026-03-31 | → |
| 531 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | $593.7M | $41.56B | 70 | 2026-03-31 | → |
| 532 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | 105461 | $592.7M | $2.96B | 5 | 2026-03-31 | → |
| 533 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $592.1M | $150.40B | 254 | 2026-03-31 | → |
| 534 | AON INVESTMENTS USA INC. | 105596 | $592.1M | $150.99B | 255 | 2026-03-31 | → |
| 535 | ASB CAPITAL MANAGEMENT LLC | 110995 | $591.6M | $36.68B | 62 | 2026-04-30 | → |
| 536 | HZ INVESTMENTS INC. | 312268 | $591.4M | $591.4M | 1 | 2026-02-28 | → |
| 537 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $589.7M | $563.78B | 956 | 2026-05-31 | → |
| 538 | KEARNS & ASSOCIATES LLC | 157449 | $587.9M | $1.18B | 2 | 2026-03-31 | → |
| 539 | CAMDEN ASSET MANAGEMENT L P | 106772 | $587.7M | $11.17B | 19 | 2026-06-30 | → |
| 540 | COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 319703 | $586.7M | $5.87B | 10 | 2026-03-31 | → |
| 541 | ANDROS CAPITAL PARTNERS LLC | 310641 | $584.8M | $3.51B | 6 | 2026-03-31 | → |
| 542 | AIKYA INVESTMENT MANAGEMENT LIMITED | 310490 | $584.7M | $5.85B | 10 | 2026-05-31 | → |
| 543 | EVANSON FINANCIAL, LLC | 340506 | $584.7M | $5.85B | 10 | 2026-05-31 | → |
| 544 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $584.2M | $2.20T | 3,760 | 2026-03-31 | → |
| 545 | VINE INVESTMENT ADVISORS, LP | 157341 | $583.5M | $583.5M | 1 | 2026-03-31 | → |
| 546 | FLEXPATH STRATEGIES LLC | 174306 | $582.7M | $2.91B | 5 | 2026-06-30 | → |
| 547 | SENTRY, LLC | 150593 | $582.4M | $2.33B | 4 | 2026-03-31 | → |
| 548 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $581.8M | $26.76B | 46 | 2026-03-31 | → |
| 549 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 163427 | $581.7M | $5.24B | 9 | 2026-03-31 | → |
| 550 | HARVEST FUND ADVISORS LLC | 154425 | $580.4M | $8.13B | 14 | 2026-03-31 | → |
| 551 | VIDENT ADVISORY, LLC | 286622 | $579.6M | $22.02B | 38 | 2026-03-31 | → |
| 552 | SESSA CAPITAL IM, L.P. | 166403 | $578.8M | $7.52B | 13 | 2026-03-31 | → |
| 553 | C-BRIDGE CAPITAL LLC | 308376 | $578.6M | $4.63B | 8 | 2026-05-31 | → |
| 554 | OVERLOOK INVESTMENTS L.P. | 137931 | $578.1M | $8.09B | 14 | 2026-03-31 | → |
| 555 | OVERLOOK INVESTMENTS LIMITED | 137926 | $578.1M | $8.09B | 14 | 2026-03-31 | → |
| 556 | CONSULTING GROUP ADVISORY SERVICES LLC | 137463 | $577.6M | $9.82B | 17 | 2026-03-31 | → |
| 557 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $577.0M | $36.93B | 64 | 2026-03-31 | → |
| 558 | CAPITAL WEALTH PLANNING, LLC | 150764 | $574.9M | $17.25B | 30 | 2026-03-31 | → |
| 559 | NORTHEAST FINANCIAL CONSULTANTS, LLC | 110361 | $573.7M | $4.59B | 8 | 2025-09-30 | → |
| 560 | LUCID ADVISORS, INC. | 116639 | $573.7M | $1.15B | 2 | 2026-03-31 | → |
| 561 | OASIS INVESTMENT STRATEGIES LLC | 152957 | $572.8M | $5.73B | 10 | 2026-03-31 | → |
| 562 | VOYA INVESTMENTS, LLC | 111091 | $572.0M | $59.48B | 104 | 2026-03-31 | → |
| 563 | PROVIDENT TRUST COMPANY | 110118 | $571.5M | $6.86B | 12 | 2026-04-30 | → |
| 564 | BT FAMILY OFFICE, LLC | 305713 | $570.9M | $4.00B | 7 | 2026-03-31 | → |
| 565 | FIRST TRUST ADVISORS LP | 107027 | $570.6M | $309.24B | 542 | 2026-04-30 | → |
| 566 | VALOR MANAGEMENT LLC | 160014 | $570.4M | $59.32B | 104 | 2026-04-30 | → |
| 567 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | $570.1M | $6.84B | 12 | 2026-06-30 | → |
| 568 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $568.8M | $29.01B | 51 | 2026-03-31 | → |
| 569 | PGIM, INC. | 105676 | $568.7M | $1.13T | 1,990 | 2026-04-30 | → |
| 570 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $568.6M | $83.02B | 146 | 2026-03-31 | → |
| 571 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | 160265 | $568.6M | $18.19B | 32 | 2026-03-31 | → |
| 572 | EMG FUND II MANAGEMENT, L.P. | 157915 | $568.4M | $13.07B | 23 | 2025-09-30 | → |
| 573 | BANNER RIDGE PARTNERS, LP | 304928 | $567.5M | $15.32B | 27 | 2026-03-31 | → |
| 574 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | 165895 | $566.8M | $2.83B | 5 | 2026-04-30 | → |
| 575 | FRIEDLANDER & CO INC | 105150 | $564.8M | $564.8M | 1 | 2026-02-28 | → |
| 576 | TORTUGA ADVISERS LLC | 137514 | $563.5M | $563.5M | 1 | 2026-04-30 | → |
| 577 | MADISON AVENUE PARTNERS, LP | 298610 | $561.5M | $3.93B | 7 | 2026-03-31 | → |
| 578 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | $561.0M | $27.49B | 49 | 2026-03-31 | → |
| 579 | WITT LAKE ASSET MANAGEMENT LLC | 335523 | $560.2M | $1.12B | 2 | 2026-06-30 | → |
| 580 | CFI PARTNERS, LLC | 139531 | $559.9M | $26.31B | 47 | 2026-03-31 | → |
| 581 | STONE POINT CAPITAL LLC | 156521 | $558.9M | $67.63B | 121 | 2026-03-31 | → |
| 582 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $552.8M | $9.95B | 18 | 2026-03-31 | → |
| 583 | TOLSMA INVESTMENTS, LLC | 287941 | $552.7M | $552.7M | 1 | 2026-04-30 | → |
| 584 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $552.2M | $85.59B | 155 | 2026-06-30 | → |
| 585 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $551.9M | $17.66B | 32 | 2026-03-31 | → |
| 586 | DEFIANCE ETFS, LLC | 294410 | $551.9M | $3.86B | 7 | 2026-05-31 | → |
| 587 | QUATTRO FINANCIAL ADVISORS LLC | 284852 | $551.7M | $1.66B | 3 | 2026-03-31 | → |
| 588 | 71 WEST CAPITAL PARTNERS, LLC | 338756 | $550.5M | $5.51B | 10 | 2026-06-30 | → |
| 589 | CAXTON ASSOCIATES LLP | 333153 | $550.4M | $71.56B | 130 | 2026-06-30 | → |
| 590 | FALCONS I, LLC | 294460 | $550.0M | $2.75B | 5 | 2026-03-31 | → |
| 591 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $549.7M | $502.40B | 914 | 2026-05-31 | → |
| 592 | NEXPOINT REAL ESTATE ADVISORS X, L.P. | 317203 | $549.1M | $1.10B | 2 | 2026-03-31 | → |
| 593 | DBX ADVISORS LLC | 154558 | $546.9M | $28.99B | 53 | 2026-05-31 | → |
| 594 | CAMBRIDGE ASSOCIATES LIMITED, LLC | 106003 | $546.9M | $8.20B | 15 | 2026-03-31 | → |
| 595 | THE ENERGY & MINERALS GROUP LP | 339275 | $546.4M | $12.02B | 22 | 2026-03-31 | → |
| 596 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $545.5M | $27.28B | 50 | 2026-04-30 | → |
| 597 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $543.9M | $20.13B | 37 | 2026-03-31 | → |
| 598 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 130931 | $543.5M | $543.5M | 1 | 2026-03-31 | → |
| 599 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $539.7M | $24.29B | 45 | 2026-03-31 | → |
| 600 | COMMONFUND OCIO, INC. | 110689 | $539.5M | $22.66B | 42 | 2025-12-31 | → |
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