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 | |
|---|---|---|---|---|---|---|---|
| 201 | WEALTHFRONT ADVISERS LLC | 148456 | $1.99B | $47.73B | 432 | 2026-05-31 | → |
| 202 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $1.98B | $57.43B | 51 | 2026-04-30 | → |
| 203 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $1.97B | $17.75B | 65 | 2026-03-31 | → |
| 204 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $1.97B | $116.17B | 185 | 2026-06-30 | → |
| 205 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $1.94B | $204.18B | 112 | 2026-03-31 | → |
| 206 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $1.94B | $601.79B | 960 | 2026-06-30 | → |
| 207 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | 171615 | $1.94B | $9.68B | 9 | 2026-02-28 | → |
| 208 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $1.92B | $2.65T | 2,059 | 2026-05-31 | → |
| 209 | ROUNDHILL FINANCIAL INC. | 300799 | $1.92B | $9.59B | 13 | 2026-02-28 | → |
| 210 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $1.91B | $66.93B | 39 | 2026-06-30 | → |
| 211 | NINETY ONE UK LIMITED | 158310 | $1.89B | $130.19B | 439 | 2026-06-30 | → |
| 212 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $1.88B | $11.27B | 42 | 2026-06-30 | → |
| 213 | FRANKLIN ADVISERS, INC. | 104517 | $1.87B | $509.45B | 384 | 2026-05-31 | → |
| 214 | SYMMETRY INVESTMENTS US LLC | 317755 | $1.87B | $16.83B | 10 | 2026-03-31 | → |
| 215 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $1.84B | $14.73B | 17 | 2026-03-31 | → |
| 216 | HELLMAN & FRIEDMAN LLC | 158614 | $1.84B | $110.42B | 120 | 2026-03-31 | → |
| 217 | CANTERBURY CONSULTING INCORPORATED | 22875 | $1.84B | $45.88B | 64 | 2026-05-31 | → |
| 218 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $1.83B | $29.35B | 36 | 2026-03-31 | → |
| 219 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $1.83B | $23.85B | 35 | 2026-06-30 | → |
| 220 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | $1.83B | $51.26B | 49 | 2026-04-30 | → |
| 221 | AVIVA INVESTORS CANADA INC. | 333457 | $1.83B | $9.15B | 18 | 2026-03-31 | → |
| 222 | MACKENZIE FINANCIAL CORPORATION | 110338 | $1.82B | $194.88B | 1,362 | 2026-03-31 | → |
| 223 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $1.82B | $110.95B | 147 | 2026-03-31 | → |
| 224 | 3G CAPITAL PARTNERS LP | 156934 | $1.81B | $16.31B | 19 | 2026-03-31 | → |
| 225 | BAIN CAPITAL ASSET MANAGEMENT, LP | 183517 | $1.81B | $16.29B | 46 | 2026-03-31 | → |
| 226 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $1.81B | $18.07B | 16 | 2026-03-31 | → |
| 227 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $1.80B | $174.54B | 222 | 2026-06-30 | → |
| 228 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $1.79B | $1.60T | 7,987 | 2026-06-30 | → |
| 229 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $1.78B | $35.69B | 151 | 2026-05-31 | → |
| 230 | BSP NY LLC | 128557 | $1.78B | $14.24B | 18 | 2026-03-31 | → |
| 231 | MFN PARTNERS MANAGEMENT, LP | 291755 | $1.77B | $12.42B | 17 | 2026-03-31 | → |
| 232 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | $1.77B | $21.29B | 23 | 2025-07-31 | → |
| 233 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $1.77B | $69.09B | 101 | 2026-03-31 | → |
| 234 | EXCHANGE TRADED CONCEPTS, LLC | 151197 | $1.77B | $22.95B | 16 | 2026-02-28 | → |
| 235 | BUCK GLOBAL, LLC | 108695 | $1.76B | $47.61B | 625 | 2025-03-31 | → |
| 236 | NYL INVESTORS LLC | 169553 | $1.74B | $329.20B | 301 | 2026-03-31 | → |
| 237 | HALL CAPITAL PARTNERS LLC | 106759 | $1.73B | $50.30B | 175 | 2025-03-31 | → |
| 238 | WILSHIRE ADVISORS LLC | 6210 | $1.73B | $149.10B | 307 | 2026-06-30 | → |
| 239 | APERIO GROUP, LLC | 111616 | $1.73B | $152.13B | 208 | 2026-04-30 | → |
| 240 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | $1.71B | $8.55B | 22 | 2026-03-31 | → |
| 241 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $1.71B | $17.07B | 12 | 2026-03-31 | → |
| 242 | BRACEBRIDGE CAPITAL, LLC | 158343 | $1.70B | $100.35B | 168 | 2026-03-31 | → |
| 243 | APPALOOSA LP | 281909 | $1.70B | $20.40B | 21 | 2026-03-31 | → |
| 244 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $1.69B | $87.82B | 267 | 2026-03-31 | → |
| 245 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | $1.68B | $37.04B | 79 | 2026-05-31 | → |
| 246 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $1.68B | $92.43B | 110 | 2025-05-31 | → |
| 247 | ADAGE CAPITAL MANAGEMENT, L.P. | 160679 | $1.68B | $70.44B | 62 | 2026-03-31 | → |
| 248 | BIMINI ADVISORS, LLC | 164944 | $1.67B | $11.68B | 10 | 2026-04-30 | → |
| 249 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $1.66B | $282.71B | 699 | 2026-03-31 | → |
| 250 | MEAG NEW YORK CORPORATION | 321962 | $1.66B | $44.87B | 46 | 2026-05-31 | → |
| 251 | BAKER BROS. ADVISORS LP | 158149 | $1.66B | $28.15B | 60 | 2026-03-31 | → |
| 252 | EDGEWOOD MANAGEMENT LLC | 106647 | $1.66B | $21.52B | 41 | 2026-03-31 | → |
| 253 | MARINER INVESTMENT GROUP, LLC | 124744 | $1.64B | $149.62B | 146 | 2026-03-31 | → |
| 254 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $1.63B | $117.24B | 139 | 2026-02-28 | → |
| 255 | AMOVA ASSET MANAGEMENT CO., LTD. | 110997 | $1.63B | $247.43B | 632 | 2026-06-30 | → |
| 256 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $1.62B | $470.54B | 950 | 2026-06-30 | → |
| 257 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $1.62B | $21.08B | 54 | 2026-04-30 | → |
| 258 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $1.62B | $66.46B | 90 | 2026-06-30 | → |
| 259 | XPONANCE LLC | 111126 | $1.62B | $24.27B | 46 | 2026-04-30 | → |
| 260 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $1.61B | $183.62B | 496 | 2026-03-31 | → |
| 261 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $1.61B | $17.66B | 32 | 2026-03-31 | → |
| 262 | FAYEZ SAROFIM & CO., LLC | 106584 | $1.59B | $35.07B | 54 | 2026-05-31 | → |
| 263 | TIGER GLOBAL MANAGEMENT, LLC | 160318 | $1.59B | $77.99B | 149 | 2026-03-31 | → |
| 264 | NISA INVESTMENT ADVISORS, LLC | 107313 | $1.58B | $343.89B | 417 | 2026-03-31 | → |
| 265 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $1.58B | $475.78B | 956 | 2026-05-31 | → |
| 266 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | $1.57B | $514.05B | 1,244 | 2026-03-31 | → |
| 267 | PANTHEON VENTURES (US) LP | 153425 | $1.57B | $87.69B | 129 | 2026-03-31 | → |
| 268 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $1.56B | $228.04B | 267 | 2026-03-31 | → |
| 269 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $1.56B | $3.52T | 3,194 | 2026-06-30 | → |
| 270 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $1.56B | $62.24B | 103 | 2026-03-31 | → |
| 271 | LINDEN ADVISORS LP | 135431 | $1.55B | $38.78B | 48 | 2026-03-31 | → |
| 272 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $1.55B | $66.67B | 162 | 2026-03-31 | → |
| 273 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $1.55B | $277.19B | 781 | 2026-03-31 | → |
| 274 | LINDSELL TRAIN LIMITED | 158323 | $1.54B | $9.25B | 30 | 2026-04-30 | → |
| 275 | GRANITESHARES ADVISORS LLC | 287806 | $1.53B | $9.19B | 6 | 2026-01-31 | → |
| 276 | THRIVE CAPITAL MANAGEMENT, LLC | 162771 | $1.53B | $50.49B | 80 | 2026-03-31 | → |
| 277 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $1.53B | $12.24B | 12 | 2026-03-31 | → |
| 278 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $1.53B | $85.59B | 155 | 2026-06-30 | → |
| 279 | INSIGHT NORTH AMERICA LLC | 145995 | $1.53B | $171.09B | 238 | 2026-06-30 | → |
| 280 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $1.52B | $676.69B | 1,589 | 2026-06-30 | → |
| 281 | FIRST PACIFIC ADVISORS, LP | 141823 | $1.52B | $32.00B | 73 | 2026-03-31 | → |
| 282 | SCOUT INVESTMENTS, INC. | 111787 | $1.52B | $36.57B | 53 | 2026-05-31 | → |
| 283 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | $1.52B | $9.14B | 9 | 2026-03-31 | → |
| 284 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $1.52B | $484.10B | 1,403 | 2026-04-30 | → |
| 285 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | $1.52B | $323.08B | 246 | 2026-05-31 | → |
| 286 | DARSANA CAPITAL PARTNERS LP | 170862 | $1.52B | $16.67B | 23 | 2026-03-31 | → |
| 287 | KIRKOSWALD ASSET MANAGEMENT LLC | 298735 | $1.51B | $27.16B | 42 | 2026-05-31 | → |
| 288 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $1.51B | $28.66B | 37 | 2026-03-31 | → |
| 289 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $1.51B | $621.02B | 611 | 2026-05-31 | → |
| 290 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $1.50B | $24.07B | 127 | 2026-05-31 | → |
| 291 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $1.50B | $37.56B | 50 | 2026-06-30 | → |
| 292 | LEONARD GREEN & PARTNERS, L.P. | 158164 | $1.50B | $85.60B | 96 | 2026-03-31 | → |
| 293 | 59 NORTH CAPITAL MANAGEMENT, LP | 300258 | $1.50B | $7.50B | 9 | 2026-03-31 | → |
| 294 | KKR CREDIT ADVISORS (US) LLC | 146629 | $1.50B | $270.85B | 609 | 2026-03-31 | → |
| 295 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $1.49B | $23.79B | 34 | 2026-03-31 | → |
| 296 | RIBBIT MANAGEMENT COMPANY, LLC | 165308 | $1.48B | $20.78B | 31 | 2026-03-31 | → |
| 297 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $1.48B | $81.44B | 164 | 2026-03-31 | → |
| 298 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $1.48B | $44.36B | 65 | 2025-09-30 | → |
| 299 | TEACHERS ADVISORS, LLC | 107157 | $1.47B | $436.33B | 383 | 2026-03-31 | → |
| 300 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $1.47B | $14.70B | 23 | 2026-04-30 | → |
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