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 | |
|---|---|---|---|---|---|---|---|
| 101 | TAYLOR ADVISORS, INC. | 119300 | $3.19B | $15.95B | 14 | 2026-01-31 | → |
| 102 | WISDOMTREE ASSET MANAGEMENT, INC. | 139684 | $3.16B | $88.38B | 175 | 2026-03-31 | → |
| 103 | SBI FUNDS MANAGEMENT LIMITED | 142968 | $3.10B | $219.93B | 2,463 | 2026-06-30 | → |
| 104 | FEDERATED HERMES (UK) LLP | 169087 | $3.09B | $24.72B | 11 | 2026-03-31 | → |
| 105 | THE PALISADES GROUP, LLC | 165609 | $3.09B | $27.78B | 90 | 2026-05-31 | → |
| 106 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $3.09B | $114.16B | 87 | 2026-06-30 | → |
| 107 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $3.07B | $187.35B | 227 | 2026-06-30 | → |
| 108 | MAN SOLUTIONS LIMITED | 108899 | $3.03B | $57.51B | 59 | 2026-06-30 | → |
| 109 | DAVIS SELECTED ADVISERS LP | 108674 | $3.01B | $30.12B | 121 | 2026-03-31 | → |
| 110 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $3.01B | $24.09B | 30 | 2026-06-30 | → |
| 111 | MASON STREET ADVISORS, LLC | 114085 | $3.01B | $39.08B | 13 | 2026-03-31 | → |
| 112 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $2.99B | $32.87B | 87 | 2026-03-31 | → |
| 113 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $2.98B | $35.80B | 45 | 2026-03-31 | → |
| 114 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $2.97B | $136.48B | 392 | 2026-05-31 | → |
| 115 | INVESTURE, LLC | 130099 | $2.96B | $38.52B | 51 | 2026-03-31 | → |
| 116 | GARDA CAPITAL PARTNERS LP | 282439 | $2.96B | $207.10B | 224 | 2026-03-31 | → |
| 117 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $2.93B | $29.29B | 32 | 2026-03-31 | → |
| 118 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | $2.90B | $37.70B | 31 | 2026-03-31 | → |
| 119 | DBX ADVISORS LLC | 154558 | $2.90B | $28.99B | 53 | 2026-05-31 | → |
| 120 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $2.88B | $34.50B | 81 | 2026-03-31 | → |
| 121 | CAPITAL WEALTH PLANNING, LLC | 150764 | $2.87B | $17.25B | 30 | 2026-03-31 | → |
| 122 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $2.87B | $1.43T | 1,868 | 2026-03-31 | → |
| 123 | DWS INTERNATIONAL GMBH | 105075 | $2.86B | $228.87B | 703 | 2026-05-31 | → |
| 124 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $2.85B | $22.77B | 14 | 2026-03-31 | → |
| 125 | INVESCO CANADA LTD. | 126572 | $2.84B | $19.87B | 82 | 2026-03-31 | → |
| 126 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $2.82B | $104.49B | 212 | 2026-05-31 | → |
| 127 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $2.81B | $702.25B | 670 | 2026-06-30 | → |
| 128 | EGERTON CAPITAL (US), LP | 297738 | $2.79B | $19.53B | 8 | 2026-03-31 | → |
| 129 | DIMENSIONAL FUND ADVISORS LP | 106482 | $2.78B | $1.02T | 1,168 | 2026-03-31 | → |
| 130 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $2.77B | $83.02B | 146 | 2026-03-31 | → |
| 131 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $2.75B | $30.25B | 30 | 2026-03-31 | → |
| 132 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $2.74B | $169.62B | 419 | 2026-03-31 | → |
| 133 | VAN ECK ASSOCIATES CORPORATION | 105080 | $2.73B | $125.61B | 292 | 2026-03-31 | → |
| 134 | ALLIANZ INVESTMENT MANAGEMENT LLC | 111925 | $2.73B | $19.09B | 50 | 2026-03-31 | → |
| 135 | ADVANCED CAPITAL GROUP, INC. | 109673 | $2.73B | $29.99B | 22 | 2026-03-31 | → |
| 136 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $2.71B | $65.07B | 51 | 2026-01-31 | → |
| 137 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $2.71B | $67.64B | 240 | 2026-03-31 | → |
| 138 | MATSON MONEY, INC. | 110425 | $2.70B | $24.33B | 69 | 2026-05-31 | → |
| 139 | ALPHA ARCHITECT, LLC | 153905 | $2.70B | $13.50B | 12 | 2026-06-30 | → |
| 140 | CAPULA INVESTMENT US LP | 157589 | $2.69B | $137.44B | 80 | 2026-06-30 | → |
| 141 | HAIDAR CAPITAL MANAGEMENT LLC | 159798 | $2.68B | $13.40B | 9 | 2026-03-31 | → |
| 142 | EARNEST PARTNERS LLC | 107926 | $2.66B | $42.61B | 47 | 2026-06-30 | → |
| 143 | ONE QUEEN CAPITAL INC. | 315926 | $2.65B | $15.90B | 11 | 2026-06-30 | → |
| 144 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $2.60B | $184.81B | 210 | 2026-01-31 | → |
| 145 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 152869 | $2.58B | $36.17B | 144 | 2026-03-31 | → |
| 146 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | $2.57B | $18.00B | 9 | 2026-06-30 | → |
| 147 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $2.57B | $267.16B | 262 | 2026-04-30 | → |
| 148 | SEQUOIA CAPITAL OPERATIONS, LLC | 157373 | $2.57B | $82.17B | 168 | 2026-03-31 | → |
| 149 | HARRIS ASSOCIATES LP | 106960 | $2.55B | $109.48B | 221 | 2026-03-31 | → |
| 150 | JANUS HENDERSON INVESTORS US LLC | 104652 | $2.50B | $380.43B | 1,013 | 2026-06-30 | → |
| 151 | FIAM LLC | 133196 | $2.50B | $347.73B | 196 | 2026-03-31 | → |
| 152 | PENSERRA CAPITAL MANAGEMENT LLC | 159042 | $2.50B | $17.50B | 16 | 2026-03-31 | → |
| 153 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | 16009 | $2.45B | $68.59B | 192 | 2026-03-31 | → |
| 154 | VIDENT ADVISORY, LLC | 286622 | $2.45B | $22.02B | 38 | 2026-03-31 | → |
| 155 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $2.44B | $39.04B | 74 | 2026-05-31 | → |
| 156 | PROSHARE ADVISORS LLC | 134155 | $2.44B | $85.30B | 98 | 2026-03-31 | → |
| 157 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $2.42B | $43.54B | 170 | 2026-04-30 | → |
| 158 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $2.41B | $156.56B | 100 | 2026-06-30 | → |
| 159 | EGERTON CAPITAL (UK) LLP | 156384 | $2.39B | $19.12B | 36 | 2026-05-31 | → |
| 160 | BLUE OWL GPSC ADVISORS LLC | 293945 | $2.37B | $94.65B | 40 | 2026-04-30 | → |
| 161 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $2.36B | $23.61B | 45 | 2026-06-30 | → |
| 162 | ARISTOTLE INVESTMENT SERVICES, LLC | 324207 | $2.36B | $16.50B | 27 | 2026-03-31 | → |
| 163 | PNC CAPITAL ADVISORS LLC | 151829 | $2.31B | $50.88B | 258 | 2026-03-31 | → |
| 164 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $2.30B | $172.62B | 79 | 2026-06-30 | → |
| 165 | ABRAMS CAPITAL MANAGEMENT, L.P. | 155729 | $2.29B | $13.74B | 38 | 2026-03-31 | → |
| 166 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $2.29B | $13.72B | 10 | 2026-03-31 | → |
| 167 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $2.28B | $25.06B | 48 | 2026-06-30 | → |
| 168 | CHANDLER ASSET MANAGEMENT INC | 107287 | $2.27B | $45.31B | 54 | 2026-03-31 | → |
| 169 | NATIXIS ADVISORS, LLC | 106800 | $2.26B | $108.65B | 412 | 2026-03-31 | → |
| 170 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $2.26B | $588.22B | 574 | 2026-03-31 | → |
| 171 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $2.26B | $184.99B | 137 | 2026-06-30 | → |
| 172 | PACIFIC LIFE FUND ADVISORS LLC | 105169 | $2.25B | $42.81B | 20 | 2026-03-31 | → |
| 173 | PARTNERS ENTERPRISE CAPITAL LLC | 304667 | $2.25B | $13.48B | 37 | 2026-05-31 | → |
| 174 | CAMDEN ASSET MANAGEMENT L P | 106772 | $2.23B | $11.17B | 19 | 2026-06-30 | → |
| 175 | MML INVESTMENT ADVISERS, LLC | 169568 | $2.23B | $24.55B | 18 | 2026-05-31 | → |
| 176 | TOUCHSTONE ADVISORS INC | 107028 | $2.22B | $31.09B | 86 | 2026-03-31 | → |
| 177 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $2.20B | $96.77B | 102 | 2026-03-31 | → |
| 178 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $2.20B | $21.98B | 57 | 2026-03-31 | → |
| 179 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $2.19B | $199.66B | 452 | 2026-05-31 | → |
| 180 | MACKAY SHIELDS LLC | 107717 | $2.19B | $159.52B | 206 | 2026-04-30 | → |
| 181 | FIRST TRUST ADVISORS LP | 107027 | $2.16B | $309.24B | 542 | 2026-04-30 | → |
| 182 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $2.16B | $17.30B | 13 | 2025-12-31 | → |
| 183 | ARINI CAPITAL MANAGEMENT US LLC | 331263 | $2.15B | $27.99B | 24 | 2026-06-30 | → |
| 184 | GUIDESTONE CAPITAL MANAGEMENT, LLC | 112319 | $2.13B | $36.24B | 35 | 2026-04-30 | → |
| 185 | LMR PARTNERS LLC | 292183 | $2.12B | $140.11B | 106 | 2026-06-30 | → |
| 186 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | $2.10B | $35.73B | 36 | 2026-03-31 | → |
| 187 | NUMERIC INVESTORS LLC | 131684 | $2.10B | $94.40B | 54 | 2026-04-30 | → |
| 188 | KEYSTATE ADVISORY, LLC | 156226 | $2.07B | $16.59B | 8 | 2026-03-31 | → |
| 189 | INCOME RESEARCH + MANAGEMENT | 104863 | $2.07B | $130.65B | 218 | 2026-03-31 | → |
| 190 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $2.07B | $24.86B | 41 | 2026-03-31 | → |
| 191 | THOMA BRAVO, L.P. | 157041 | $2.06B | $182.94B | 246 | 2026-03-31 | → |
| 192 | VALLEY VIEW CONSULTING LLC | 108583 | $2.05B | $16.40B | 11 | 2026-04-30 | → |
| 193 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $2.05B | $28.64B | 35 | 2026-03-31 | → |
| 194 | BETTERMENT LLC | 149117 | $2.04B | $69.52B | 794 | 2026-06-30 | → |
| 195 | ARIN RISK ADVISORS LLC | 151491 | $2.04B | $10.19B | 11 | 2026-03-31 | → |
| 196 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $2.02B | $18.16B | 20 | 2026-03-31 | → |
| 197 | MORRISON US, LLC | 315983 | $2.00B | $27.97B | 20 | 2026-01-31 | → |
| 198 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | $1.99B | $111.72B | 122 | 2026-03-31 | → |
| 199 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $1.99B | $49.85B | 33 | 2026-03-31 | → |
| 200 | PICTET ASSET MANAGEMENT SA | 140074 | $1.99B | $330.70B | 549 | 2026-06-30 | → |
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