Research Report · 2026-06-30
Registered Investment Advisers with the Highest AUM per Investment Advisory Employee
SEC-registered investment advisers ranked by aum / investment advisory employee.
Firms
1,000
Total AUM
$124.94T
Median AUM
$22.78B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM / Investment Advisory Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | THE VANGUARD GROUP, INC. | 105958 | $583.82B | $11.09T | 1,702 | 2026-05-31 | → |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | $46.93B | $1.74T | 194 | 2026-03-31 | → |
| 3 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $39.80B | $994.99B | 61 | 2026-06-30 | → |
| 4 | VANGUARD CAPITAL MANAGEMENT, LLC | 338002 | $35.90B | $8.44T | 235 | 2026-05-31 | → |
| 5 | BLACKROCK FUND ADVISORS | 105247 | $35.10B | $4.28T | 128 | 2026-05-31 | → |
| 6 | TAULA CAPITAL MANAGEMENT (JERSEY) LP | 330068 | $30.13B | $210.93B | 7 | 2026-06-30 | → |
| 7 | BNY MELLON INVESTMENT ADVISER, INC. | 105642 | $29.96B | $419.46B | 69 | 2026-06-30 | → |
| 8 | VANGUARD PORTFOLIO MANAGEMENT, LLC | 338003 | $25.30B | $2.66T | 105 | 2026-05-31 | → |
| 9 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | $24.41B | $122.05B | 60 | 2026-03-31 | → |
| 10 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $24.13B | $941.02B | 222 | 2026-03-31 | → |
| 11 | INNOCAP GLOBAL INVESTMENT MANAGEMENT (IRELAND) LTD | 288550 | $23.51B | $141.06B | 14 | 2026-01-31 | → |
| 12 | JACKSON NATIONAL ASSET MANAGEMENT, LLC | 111079 | $18.95B | $246.30B | 156 | 2026-05-31 | → |
| 13 | TAULA CAPITAL MANAGEMENT (US) LLC | 329865 | $16.23B | $210.93B | 23 | 2026-03-31 | → |
| 14 | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | $15.20B | $167.15B | 67 | 2026-03-31 | → |
| 15 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $15.16B | $136.48B | 32 | 2026-03-31 | → |
| 16 | MELLON INVESTMENTS CORPORATION | 105764 | $14.33B | $873.87B | 98 | 2026-05-31 | → |
| 17 | TIAA-CREF TUITION FINANCING, INC. | 108580 | $14.10B | $70.51B | 65 | 2026-06-30 | → |
| 18 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | $13.26B | $132.63B | 29 | 2026-03-31 | → |
| 19 | AST INVESTMENT SERVICES, INC. | 108897 | $10.16B | $91.47B | 42 | 2026-05-31 | → |
| 20 | TAULA CAPITAL MANAGEMENT (UK) LLP | 329863 | $10.12B | $273.22B | 40 | 2026-06-30 | → |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $9.83B | $1.72T | 946 | 2026-03-31 | → |
| 22 | III CAPITAL MANAGEMENT | 113539 | $9.80B | $88.24B | 9 | 2026-05-31 | → |
| 23 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $9.55B | $3.75T | 1,417 | 2026-05-31 | → |
| 24 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $9.47B | $208.39B | 115 | 2026-03-31 | → |
| 25 | CUSOURCE, LLC | 44970 | $8.73B | $52.37B | 7 | 2026-03-31 | → |
| 26 | SALI FUND MANAGEMENT, LLC | 124235 | $8.34B | $41.72B | 79 | 2026-05-31 | → |
| 27 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $8.24B | $65.94B | 53 | 2026-05-31 | → |
| 28 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $8.20B | $82.00B | 72 | 2026-03-31 | → |
| 29 | BLACKROCK ADVISORS, LLC | 106614 | $8.00B | $1.10T | 146 | 2026-05-31 | → |
| 30 | PACER ADVISORS, INC. | 137381 | $7.73B | $38.64B | 24 | 2026-03-31 | → |
| 31 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $7.64B | $5.69T | 1,427 | 2026-03-31 | → |
| 32 | SANDERS CAPITAL, LLC | 151480 | $7.64B | $122.18B | 26 | 2026-03-31 | → |
| 33 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $7.62B | $76.17B | 23 | 2026-03-31 | → |
| 34 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | 105790 | $7.57B | $212.05B | 357 | 2026-03-31 | → |
| 35 | NUVEEN FUND ADVISORS, LLC | 104626 | $7.45B | $186.25B | 137 | 2026-03-31 | → |
| 36 | GQG PARTNERS LLC | 283720 | $7.45B | $163.86B | 227 | 2026-03-31 | → |
| 37 | LSV ASSET MANAGEMENT | 109918 | $6.95B | $104.25B | 45 | 2026-03-31 | → |
| 38 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $6.89B | $427.48B | 322 | 2026-03-31 | → |
| 39 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $6.71B | $120.70B | 364 | 2026-03-31 | → |
| 40 | VANGUARD ASSET MANAGEMENT, LIMITED | 282598 | $6.62B | $482.96B | 960 | 2025-05-31 | → |
| 41 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | 104561 | $6.59B | $32.94B | 1,700 | 2026-05-31 | → |
| 42 | DFA AUSTRALIA LIMITED | 107621 | $6.57B | $361.60B | 134 | 2026-03-31 | → |
| 43 | SSGA FUNDS MANAGEMENT, INC. | 111242 | $6.46B | $1.42T | 241 | 2026-03-31 | → |
| 44 | PRIMECAP MANAGEMENT CO | 105516 | $6.33B | $139.34B | 43 | 2026-03-31 | → |
| 45 | BRIGADE CAPITAL UK LLP | 173947 | $6.27B | $31.35B | 6 | 2026-03-31 | → |
| 46 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | $5.85B | $35.09B | 10 | 2026-03-31 | → |
| 47 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $5.84B | $3.67T | 1,968 | 2026-05-31 | → |
| 48 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $5.70B | $364.73B | 162 | 2026-03-31 | → |
| 49 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $5.69B | $1.25T | 662 | 2026-06-30 | → |
| 50 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $5.67B | $102.10B | 86 | 2026-03-31 | → |
| 51 | FEDERATED INVESTMENT MANAGEMENT COMPANY | 105138 | $5.57B | $590.10B | 106 | 2026-05-31 | → |
| 52 | SUNAMERICA ASSET MANAGEMENT, LLC | 107338 | $5.27B | $42.16B | 57 | 2026-05-31 | → |
| 53 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $5.26B | $142.02B | 87 | 2026-04-30 | → |
| 54 | INNOVATOR CAPITAL MANAGEMENT, LLC | 287718 | $5.04B | $30.24B | 73 | 2026-06-30 | → |
| 55 | AMERICAN BEACON ADVISORS, INC. | 105552 | $4.99B | $59.93B | 121 | 2026-03-31 | → |
| 56 | EMPOWERED FUNDS, LLC | 171412 | $4.96B | $29.74B | 44 | 2026-03-31 | → |
| 57 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $4.90B | $469.98B | 758 | 2026-06-30 | → |
| 58 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $4.79B | $23.95B | 56 | 2026-01-31 | → |
| 59 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $4.74B | $33.19B | 7 | 2025-12-31 | → |
| 60 | ALPHADYNE ASSET MANAGEMENT LP | 154176 | $4.71B | $164.83B | 121 | 2026-03-31 | → |
| 61 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $4.70B | $23.48B | 5 | 2026-03-31 | → |
| 62 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | $4.69B | $60.91B | 53 | 2026-03-31 | → |
| 63 | DODGE & COX | 104596 | $4.67B | $466.56B | 336 | 2026-04-30 | → |
| 64 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC | 147746 | $4.47B | $152.07B | 368 | 2026-06-30 | → |
| 65 | VEST FINANCIAL LLC | 165976 | $4.32B | $51.81B | 52 | 2026-06-30 | → |
| 66 | UNIVERSA INVESTMENTS L.P. | 146052 | $4.27B | $21.35B | 20 | 2026-03-31 | → |
| 67 | RAFFERTY ASSET MANAGEMENT, LLC | 112526 | $4.25B | $55.24B | 45 | 2026-03-31 | → |
| 68 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $4.17B | $183.53B | 114 | 2026-03-31 | → |
| 69 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $4.16B | $54.13B | 46 | 2026-03-31 | → |
| 70 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $4.03B | $2.20T | 3,760 | 2026-03-31 | → |
| 71 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $4.01B | $80.27B | 89 | 2026-03-31 | → |
| 72 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $3.97B | $162.89B | 45 | 2026-03-31 | → |
| 73 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | $3.96B | $23.78B | 13 | 2026-06-30 | → |
| 74 | CONSTELLATION INVESTMENTS, INC. | 107528 | $3.93B | $31.48B | 45 | 2026-03-31 | → |
| 75 | CONCORD ADVISORY GROUP LTD | 107291 | $3.85B | $46.19B | 34 | 2026-03-31 | → |
| 76 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $3.80B | $22.77B | 11 | 2026-03-31 | → |
| 77 | NATIONWIDE FUND ADVISORS | 109391 | $3.78B | $83.14B | 129 | 2026-02-28 | → |
| 78 | MPC CAPITAL ADVISORS, LLC | 153586 | $3.76B | $22.57B | 9 | 2026-03-31 | → |
| 79 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $3.76B | $33.80B | 26 | 2026-06-30 | → |
| 80 | SQUAREPOINT OPS LLC | 172116 | $3.72B | $226.98B | 69 | 2026-04-30 | → |
| 81 | FUNDSMITH, LLP | 160365 | $3.70B | $18.51B | 43 | 2026-06-30 | → |
| 82 | PGIM INVESTMENTS LLC | 105670 | $3.56B | $344.84B | 458 | 2026-05-31 | → |
| 83 | AMPLIFY INVESTMENTS LLC | 173781 | $3.54B | $17.70B | 42 | 2026-03-31 | → |
| 84 | TENARON CAPITAL MANAGEMENT LP | 283249 | $3.53B | $56.41B | 26 | 2026-05-31 | → |
| 85 | ARMOUR CAPITAL MANAGEMENT LP | 164570 | $3.50B | $21.01B | 20 | 2026-03-31 | → |
| 86 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $3.46B | $76.06B | 116 | 2026-03-31 | → |
| 87 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $3.45B | $614.93B | 532 | 2026-06-30 | → |
| 88 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $3.44B | $351.32B | 519 | 2026-04-30 | → |
| 89 | AFLAC ASSET MANAGEMENT LLC | 304316 | $3.42B | $133.47B | 110 | 2026-03-31 | → |
| 90 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $3.40B | $40.83B | 27 | 2026-01-31 | → |
| 91 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $3.40B | $23.79B | 26 | 2026-03-31 | → |
| 92 | FIDUCIARY COUNSELORS INC. | 111827 | $3.39B | $20.35B | 8 | 2026-03-31 | → |
| 93 | HRTG GPE, LLC | 157389 | $3.39B | $27.10B | 26 | 2026-06-30 | → |
| 94 | CARILLON TOWER ADVISERS, INC. | 174904 | $3.37B | $16.86B | 175 | 2026-05-31 | → |
| 95 | PINE RIVER CAPITAL MANAGEMENT L.P. | 133720 | $3.35B | $46.87B | 31 | 2026-06-30 | → |
| 96 | ICAPITAL ADVISORS, LLC | 177513 | $3.26B | $149.86B | 552 | 2026-05-31 | → |
| 97 | JENNISON ASSOCIATES LLC | 107959 | $3.26B | $214.84B | 360 | 2026-03-31 | → |
| 98 | ROKOS CAPITAL MANAGEMENT LLP | 281215 | $3.23B | $219.44B | 310 | 2026-06-30 | → |
| 99 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $3.21B | $684.78B | 1,109 | 2026-04-30 | → |
| 100 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | $3.21B | $38.57B | 32 | 2026-06-30 | → |
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