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 | |
|---|---|---|---|---|---|---|---|
| 601 | CORNERSTONE TRUST MANAGEMENT SERVICES LLC | 170864 | $538.3M | $1.08B | 2 | 2026-03-31 | → |
| 602 | NASSAU CORAMERICA LLC | 334332 | $536.7M | $3.22B | 6 | 2026-03-31 | → |
| 603 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $536.3M | $30.03B | 56 | 2026-05-31 | → |
| 604 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $535.8M | $18.75B | 35 | 2026-03-31 | → |
| 605 | TENOR CAPITAL MANAGEMENT COMPANY, L.P. | 153277 | $535.2M | $10.17B | 19 | 2026-03-31 | → |
| 606 | ADVISOR PARTNERS II, LLC | 321633 | $535.0M | $13.91B | 26 | 2026-03-31 | → |
| 607 | INTERMEDE GLOBAL PARTNERS INC | 288616 | $534.0M | $2.14B | 4 | 2026-05-31 | → |
| 608 | MH ADVISORY SERVICES LLC | 171653 | $532.0M | $532.0M | 1 | 2026-02-28 | → |
| 609 | ALPS ADVISORS, INC. | 134340 | $531.9M | $38.83B | 73 | 2026-03-31 | → |
| 610 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $531.4M | $386.88B | 728 | 2026-03-31 | → |
| 611 | EGERTON CAPITAL (UK) LLP | 156384 | $531.1M | $19.12B | 36 | 2026-05-31 | → |
| 612 | MERK INVESTMENTS LLC | 112305 | $530.3M | $3.71B | 7 | 2026-03-31 | → |
| 613 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $529.2M | $13.76B | 26 | 2026-03-31 | → |
| 614 | ICG INVESTMENTS INC | 162589 | $528.6M | $49.69B | 94 | 2026-03-31 | → |
| 615 | DURATION ASSET MANAGEMENT, LLC | 298651 | $528.2M | $1.58B | 3 | 2026-03-31 | → |
| 616 | SALI FUND MANAGEMENT, LLC | 124235 | $528.1M | $41.72B | 79 | 2026-05-31 | → |
| 617 | DISTILLATE CAPITAL PARTNERS LLC | 297521 | $527.9M | $2.11B | 4 | 2026-02-28 | → |
| 618 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $527.6M | $39.04B | 74 | 2026-05-31 | → |
| 619 | XPONANCE LLC | 111126 | $527.5M | $24.27B | 46 | 2026-04-30 | → |
| 620 | CONNELLY CAPITAL MANAGEMENT LLC | 324104 | $527.0M | $1.05B | 2 | 2026-03-31 | → |
| 621 | FIDUCIARY ADVISORS, INC. | 108239 | $526.2M | $2.10B | 4 | 2026-03-31 | → |
| 622 | PANORAMIKA ADVISORS INC. | 172737 | $525.2M | $1.05B | 2 | 2026-02-28 | → |
| 623 | EDGEWOOD MANAGEMENT LLC | 106647 | $524.8M | $21.52B | 41 | 2026-03-31 | → |
| 624 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $524.6M | $23.61B | 45 | 2026-06-30 | → |
| 625 | TIGER GLOBAL MANAGEMENT, LLC | 160318 | $523.4M | $77.99B | 149 | 2026-03-31 | → |
| 626 | STRATEGIC INCOME MANAGEMENT, LLC | 151956 | $523.2M | $3.14B | 6 | 2026-05-31 | → |
| 627 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $522.3M | $35.52B | 68 | 2026-06-30 | → |
| 628 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $522.2M | $67.88B | 130 | 2026-05-31 | → |
| 629 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $522.1M | $25.06B | 48 | 2026-06-30 | → |
| 630 | KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286032 | $522.1M | $4.70B | 9 | 2026-06-30 | → |
| 631 | STELAC CAPITAL PARTNERS LLC | 163081 | $521.3M | $1.04B | 2 | 2026-05-31 | → |
| 632 | BEDFORD RIDGE CAPITAL LP | 310102 | $521.2M | $2.61B | 5 | 2026-03-31 | → |
| 633 | HERCULES ADVISER LLC | 310662 | $519.3M | $1.56B | 3 | 2026-03-31 | → |
| 634 | ACCOLADE CAPITAL MANAGEMENT LLC | 160802 | $518.7M | $9.34B | 18 | 2026-06-30 | → |
| 635 | INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. | 329155 | $518.5M | $5.19B | 10 | 2026-04-30 | → |
| 636 | SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | $518.5M | $117.70B | 227 | 2026-05-31 | → |
| 637 | NORTH REEF CAPITAL MANAGEMENT LP | 311056 | $517.7M | $4.14B | 8 | 2026-03-31 | → |
| 638 | 3(38) INVESTMENT FIDUCIARIES INC. | 298053 | $517.5M | $1.04B | 2 | 2026-06-30 | → |
| 639 | NELLORE CAPITAL MANAGEMENT LLC | 300467 | $517.0M | $1.03B | 2 | 2026-03-31 | → |
| 640 | CLEARWATER ADVISORS, LLC | 116865 | $516.7M | $4.65B | 9 | 2026-05-31 | → |
| 641 | ALBION RIVER MANAGEMENT LLC | 322098 | $515.6M | $2.06B | 4 | 2026-05-31 | → |
| 642 | AC FUNDS, LLC | 311748 | $515.4M | $1.03B | 2 | 2026-03-31 | → |
| 643 | METIS GLOBAL PARTNERS, LLC | 167276 | $515.4M | $5.67B | 11 | 2026-05-31 | → |
| 644 | TWENTY-FIRST TAILORED SOLUTIONS, INC. | 158381 | $515.3M | $515.3M | 1 | 2026-01-31 | → |
| 645 | ALLOCATOR SOLUTIONS, LLC | 337300 | $513.5M | $513.5M | 1 | 2026-03-31 | → |
| 646 | MINOT DEBLOIS ADVISORS LLC | 140170 | $511.0M | $2.04B | 4 | 2026-03-31 | → |
| 647 | DONALD SMITH & CO., INC. | 104947 | $509.5M | $5.60B | 11 | 2026-03-31 | → |
| 648 | AVIVA INVESTORS CANADA INC. | 333457 | $508.6M | $9.15B | 18 | 2026-03-31 | → |
| 649 | D1 CAPITAL PARTNERS L.P. | 297298 | $508.4M | $40.16B | 79 | 2026-03-31 | → |
| 650 | MANDARINFISH MANAGEMENT, LLC | 288139 | $507.7M | $507.7M | 1 | 2026-03-31 | → |
| 651 | STRATIS CAPITAL, LLC | 300130 | $507.5M | $507.5M | 1 | 2026-03-31 | → |
| 652 | BNY MELLON ADVISORS, INC. | 106108 | $507.2M | $33.48B | 66 | 2026-05-31 | → |
| 653 | HALYARD ASSET MANAGEMENT LLC | 154493 | $506.9M | $2.03B | 4 | 2026-03-31 | → |
| 654 | H I A - HELVETIA INVESTMENT ADVISORS SA | 171155 | $506.8M | $506.8M | 1 | 2026-03-31 | → |
| 655 | JOCELYN INVESTMENT MANAGEMENT, LLC | 323831 | $506.6M | $1.01B | 2 | 2026-03-31 | → |
| 656 | 10X CAPITAL PARTNERS LLC | 332547 | $505.6M | $1.01B | 2 | 2026-03-31 | → |
| 657 | INVICTUS FIDUCIARY SERVICES, LLC | 286117 | $505.4M | $1.01B | 2 | 2026-03-31 | → |
| 658 | WISDOMTREE ASSET MANAGEMENT, INC. | 139684 | $505.0M | $88.38B | 175 | 2026-03-31 | → |
| 659 | SAGE TRADING COLLECTIVE, LLC | 337481 | $505.0M | $505.0M | 1 | 2026-02-28 | → |
| 660 | CARRICK LANE LLC | 309148 | $505.0M | $3.03B | 6 | 2026-03-31 | → |
| 661 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $504.9M | $16.66B | 33 | 2026-03-31 | → |
| 662 | COUGAR GLOBAL INVESTMENTS LIMITED | 109439 | $503.7M | $1.51B | 3 | 2025-12-31 | → |
| 663 | VANGUARD ASSET MANAGEMENT, LIMITED | 282598 | $503.1M | $482.96B | 960 | 2025-05-31 | → |
| 664 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | 323370 | $502.4M | $7.03B | 14 | 2026-03-31 | → |
| 665 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $501.5M | $24.57B | 49 | 2026-03-31 | → |
| 666 | KIRKOSWALD CAPITAL MANAGEMENT LIMITED | 139217 | $501.4M | $5.01B | 10 | 2026-04-30 | → |
| 667 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | $500.8M | $35.05B | 70 | 2026-03-31 | → |
| 668 | FAMILY FINANCIAL SOLUTIONS GROUP, LLC | 172725 | $500.7M | $500.7M | 1 | 2026-03-31 | → |
| 669 | BLACKHILL CAPITAL, INC | 105208 | $500.3M | $2.00B | 4 | 2026-03-31 | → |
| 670 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | $499.3M | $5.49B | 11 | 2026-03-31 | → |
| 671 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $498.7M | $216.43B | 434 | 2026-03-31 | → |
| 672 | SAROFIM TRUST CO., LTA | 106590 | $498.5M | $12.96B | 26 | 2026-05-31 | → |
| 673 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $497.7M | $475.78B | 956 | 2026-05-31 | → |
| 674 | LEGEIS CAPITAL ADVISORS, LLC | 332943 | $497.4M | $497.4M | 1 | 2026-04-30 | → |
| 675 | REDDING RIDGE ASSET MANAGEMENT LLC | 283058 | $497.4M | $33.32B | 67 | 2026-04-30 | → |
| 676 | VESTAL POINT CAPITAL, LP | 325894 | $497.2M | $5.47B | 11 | 2026-03-31 | → |
| 677 | 20 GATES MANAGEMENT LLC | 155480 | $496.7M | $4.97B | 10 | 2026-03-31 | → |
| 678 | DAIWA ASSET MANAGEMENT (AMERICA) LTD. | 126191 | $496.7M | $5.96B | 12 | 2026-06-30 | → |
| 679 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $496.6M | $81.44B | 164 | 2026-03-31 | → |
| 680 | COMPERIO RETIREMENT CONSULTING, INC. | 140786 | $496.3M | $1.99B | 4 | 2026-03-31 | → |
| 681 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $496.3M | $23.32B | 47 | 2026-03-31 | → |
| 682 | ARNHOLD LLC | 290117 | $495.6M | $6.44B | 13 | 2026-03-31 | → |
| 683 | BANNER OAK CAPITAL PARTNERS, LP | 284367 | $495.5M | $4.46B | 9 | 2026-03-31 | → |
| 684 | HARRIS ASSOCIATES LP | 106960 | $495.4M | $109.48B | 221 | 2026-03-31 | → |
| 685 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $495.3M | $470.54B | 950 | 2026-06-30 | → |
| 686 | AMERICAN BEACON ADVISORS, INC. | 105552 | $495.3M | $59.93B | 121 | 2026-03-31 | → |
| 687 | VALLEY FORGE CAPITAL MANAGEMENT, LP | 162953 | $494.2M | $4.45B | 9 | 2026-03-31 | → |
| 688 | MORRIS & WELLS WEALTH MANAGEMENT | 162411 | $494.0M | $987.9M | 2 | 2026-03-31 | → |
| 689 | FIDUCIARYVEST, LLC | 134351 | $493.4M | $4.93B | 10 | 2026-03-31 | → |
| 690 | CVC SECONDARY PARTNERS (U.S.), LLC | 289554 | $493.0M | $22.19B | 45 | 2026-03-31 | → |
| 691 | CARDIFF PARK ADVISORS,LLC | 126752 | $493.0M | $2.96B | 6 | 2026-03-31 | → |
| 692 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $492.9M | $104.49B | 212 | 2026-05-31 | → |
| 693 | AXIOM INVESTORS LLC | 109605 | $492.3M | $28.06B | 57 | 2026-03-31 | → |
| 694 | TYLER STREET CAPITAL | 340011 | $491.5M | $491.5M | 1 | 2026-06-30 | → |
| 695 | SAGE ADVISORY SERVICES LTD CO | 106236 | $490.1M | $28.43B | 58 | 2026-03-31 | → |
| 696 | DAHER CAPITAL GROUP, LLC | 341516 | $490.0M | $490.0M | 1 | 2026-05-31 | → |
| 697 | PRYSM CAPITAL, L.P. | 304961 | $489.9M | $6.86B | 14 | 2026-03-31 | → |
| 698 | SEQUOIA CAPITAL OPERATIONS, LLC | 157373 | $489.1M | $82.17B | 168 | 2026-03-31 | → |
| 699 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $487.3M | $18.52B | 38 | 2026-03-31 | → |
| 700 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | $486.3M | $40.36B | 83 | 2026-03-31 | → |
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