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 | |
|---|---|---|---|---|---|---|---|
| 401 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $1.17B | $88.80B | 217 | 2026-03-31 | → |
| 402 | CVC SECONDARY PARTNERS (U.S.), LLC | 289554 | $1.17B | $22.19B | 45 | 2026-03-31 | → |
| 403 | HIGHLAND ASSOCIATES INC | 104948 | $1.17B | $20.99B | 19 | 2026-03-31 | → |
| 404 | MILLSTREET CAPITAL MANAGEMENT LLC | 161566 | $1.16B | $5.82B | 14 | 2026-03-31 | → |
| 405 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $1.16B | $40.65B | 149 | 2026-04-30 | → |
| 406 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $1.16B | $11.59B | 28 | 2026-04-30 | → |
| 407 | NEPC, LLC | 110562 | $1.16B | $152.72B | 379 | 2026-05-31 | → |
| 408 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $1.16B | $24.29B | 45 | 2026-03-31 | → |
| 409 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $1.15B | $36.93B | 64 | 2026-03-31 | → |
| 410 | CAPITAL ADVISORS GROUP, INC | 112000 | $1.15B | $23.03B | 33 | 2026-03-31 | → |
| 411 | BRIDGEPOINT LLC | 322260 | $1.15B | $24.18B | 21 | 2026-04-30 | → |
| 412 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $1.15B | $42.59B | 52 | 2025-12-31 | → |
| 413 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | $1.15B | $17.26B | 68 | 2026-04-30 | → |
| 414 | LONGVIEW PARTNERS LLP | 139390 | $1.15B | $11.51B | 39 | 2026-03-31 | → |
| 415 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $1.15B | $49.31B | 133 | 2026-04-30 | → |
| 416 | CFI PARTNERS, LLC | 139531 | $1.14B | $26.31B | 47 | 2026-03-31 | → |
| 417 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $1.14B | $29.73B | 86 | 2026-03-31 | → |
| 418 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $1.14B | $502.40B | 914 | 2026-05-31 | → |
| 419 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $1.14B | $29.59B | 127 | 2026-02-28 | → |
| 420 | CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED | 161331 | $1.14B | $10.23B | 28 | 2025-09-30 | → |
| 421 | METIS GLOBAL PARTNERS, LLC | 167276 | $1.13B | $5.67B | 11 | 2026-05-31 | → |
| 422 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $1.13B | $311.70B | 728 | 2026-05-31 | → |
| 423 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | $1.13B | $19.19B | 85 | 2026-06-30 | → |
| 424 | CAPITAL INTERNATIONAL, INC. | 110682 | $1.13B | $51.92B | 263 | 2026-05-31 | → |
| 425 | VANTAGEPOINT INVESTMENT ADVISERS, LLC | 109138 | $1.13B | $52.93B | 64 | 2026-06-30 | → |
| 426 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | $1.12B | $7.86B | 22 | 2026-03-31 | → |
| 427 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $1.12B | $20.18B | 33 | 2026-04-30 | → |
| 428 | PENTEGRA INVESTORS, INC. | 111503 | $1.12B | $5.60B | 13 | 2026-05-31 | → |
| 429 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $1.12B | $122.06B | 354 | 2025-03-31 | → |
| 430 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $1.11B | $97.82B | 248 | 2026-06-30 | → |
| 431 | ASB CAPITAL MANAGEMENT LLC | 110995 | $1.11B | $36.68B | 62 | 2026-04-30 | → |
| 432 | SIERRA INVESTMENT PARTNERS, INC. | 110954 | $1.10B | $5.50B | 9 | 2026-03-31 | → |
| 433 | STEPSTONE GROUP EUROPE ALTERNATIVE INVESTMENTS LIMITED | 284947 | $1.10B | $47.29B | 140 | 2026-06-30 | → |
| 434 | ALYESKA INVESTMENT GROUP, L.P. | 155058 | $1.10B | $41.68B | 60 | 2026-03-31 | → |
| 435 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $1.09B | $24.06B | 168 | 2026-05-31 | → |
| 436 | TWO SIGMA ADVISERS, LP | 152254 | $1.09B | $74.26B | 101 | 2026-01-31 | → |
| 437 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | $1.09B | $146.29B | 365 | 2026-05-31 | → |
| 438 | CONSULTING GROUP ADVISORY SERVICES LLC | 137463 | $1.09B | $9.82B | 17 | 2026-03-31 | → |
| 439 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $1.09B | $16.30B | 24 | 2026-06-30 | → |
| 440 | D1 CAPITAL PARTNERS L.P. | 297298 | $1.09B | $40.16B | 79 | 2026-03-31 | → |
| 441 | FOXHAVEN ASSET MANAGEMENT, LP | 168872 | $1.08B | $6.50B | 10 | 2026-03-31 | → |
| 442 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $1.08B | $69.23B | 186 | 2026-03-31 | → |
| 443 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $1.08B | $33.49B | 39 | 2026-06-30 | → |
| 444 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $1.08B | $31.28B | 68 | 2026-06-30 | → |
| 445 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $1.08B | $25.87B | 145 | 2026-03-31 | → |
| 446 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $1.08B | $18.30B | 67 | 2026-05-31 | → |
| 447 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $1.08B | $59.16B | 88 | 2026-05-31 | → |
| 448 | SESSA CAPITAL IM, L.P. | 166403 | $1.07B | $7.52B | 13 | 2026-03-31 | → |
| 449 | BOSTON MANAGEMENT AND RESEARCH | 104853 | $1.07B | $154.73B | 203 | 2026-03-31 | → |
| 450 | NEPHILA ADVISORS LLC | 156905 | $1.07B | $12.88B | 38 | 2026-03-31 | → |
| 451 | CHEVY CHASE TRUST COMPANY | 110742 | $1.07B | $44.93B | 119 | 2026-03-31 | → |
| 452 | RUBRIC CAPITAL MANAGEMENT LP | 285090 | $1.06B | $9.58B | 15 | 2026-03-31 | → |
| 453 | NINETY ONE NORTH AMERICA, INC. | 167922 | $1.06B | $41.47B | 68 | 2026-06-30 | → |
| 454 | TOWNSQUARE CAPITAL, LLC | 288576 | $1.06B | $18.07B | 53 | 2026-03-31 | → |
| 455 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $1.06B | $30.79B | 87 | 2026-03-31 | → |
| 456 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $1.05B | $10.54B | 27 | 2026-05-31 | → |
| 457 | INVESCO ADVISERS, INC. | 105360 | $1.05B | $749.52B | 2,804 | 2026-06-30 | → |
| 458 | VOLEON CAPITAL MANAGEMENT LP | 147443 | $1.05B | $29.38B | 158 | 2026-05-31 | → |
| 459 | DOUBLELINE CAPITAL LP | 152606 | $1.05B | $93.32B | 258 | 2026-03-31 | → |
| 460 | BESSEMER INVESTMENT MANAGEMENT LLC | 112215 | $1.04B | $47.00B | 70 | 2026-03-31 | → |
| 461 | PHARO MANAGEMENT, INC. | 141216 | $1.04B | $14.62B | 48 | 2026-03-31 | → |
| 462 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $1.04B | $23.90B | 104 | 2026-03-31 | → |
| 463 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $1.04B | $52.93B | 313 | 2026-04-30 | → |
| 464 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | $1.03B | $16.50B | 37 | 2026-03-31 | → |
| 465 | TODD ASSET MANAGEMENT LLC | 109473 | $1.03B | $6.18B | 18 | 2026-03-31 | → |
| 466 | MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AG | 290998 | $1.02B | $12.27B | 35 | 2025-06-30 | → |
| 467 | GROVE STREET ADVISORS, LLC | 111497 | $1.02B | $7.14B | 35 | 2026-05-31 | → |
| 468 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $1.02B | $16.25B | 38 | 2026-05-31 | → |
| 469 | HARVEST FUND ADVISORS LLC | 154425 | $1.02B | $8.13B | 14 | 2026-03-31 | → |
| 470 | VIKING GLOBAL INVESTORS LP | 132272 | $1.02B | $78.20B | 274 | 2026-06-30 | → |
| 471 | MILLER INVESTMENT MANAGEMENT, LP | 108380 | $1.01B | $7.10B | 18 | 2026-03-31 | → |
| 472 | CARRHAE CAPITAL (DIFC) LIMITED | 337385 | $1.01B | $6.08B | 8 | 2026-06-30 | → |
| 473 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $1.01B | $123.58B | 322 | 2026-03-31 | → |
| 474 | PALOMA PARTNERS MANAGEMENT COMPANY | 138460 | $1.01B | $30.29B | 64 | 2026-05-31 | → |
| 475 | CERITY PARTNERS OCIO LLC | 151916 | $1.01B | $21.13B | 61 | 2026-03-31 | → |
| 476 | EMG FUND II MANAGEMENT, L.P. | 157915 | $1.01B | $13.07B | 23 | 2025-09-30 | → |
| 477 | PANAGORA ASSET MANAGEMENT INC | 105201 | $1.00B | $44.13B | 110 | 2026-03-31 | → |
| 478 | THE ENERGY & MINERALS GROUP LP | 339275 | $1.00B | $12.02B | 22 | 2026-03-31 | → |
| 479 | CONTEXT CAPITAL MANAGEMENT LLC | 115167 | $1.00B | $8.01B | 19 | 2026-03-31 | → |
| 480 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $1000.0M | $144.00B | 1,583 | 2026-05-31 | → |
| 481 | BOOTHBAY FUND MANAGEMENT, LLC | 163706 | $999.2M | $17.99B | 57 | 2026-06-30 | → |
| 482 | SLATE PATH CAPITAL LP | 164751 | $998.9M | $11.99B | 25 | 2026-03-31 | → |
| 483 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $992.8M | $14.89B | 56 | 2026-03-31 | → |
| 484 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | $992.1M | $80.36B | 113 | 2026-06-30 | → |
| 485 | MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. | 112084 | $992.1M | $6.94B | 19 | 2026-06-30 | → |
| 486 | SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | $989.1M | $117.70B | 227 | 2026-05-31 | → |
| 487 | HOLOCENE ADVISORS, LP | 287999 | $988.8M | $50.43B | 115 | 2026-03-31 | → |
| 488 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | 107153 | $987.4M | $12.84B | 109 | 2026-06-30 | → |
| 489 | TIAA-CREF INVESTMENT MANAGEMENT LLC | 107168 | $986.9M | $292.13B | 383 | 2026-03-31 | → |
| 490 | GMT CAPITAL CORP. | 160404 | $985.3M | $6.90B | 19 | 2026-03-31 | → |
| 491 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $982.8M | $24.57B | 49 | 2026-03-31 | → |
| 492 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $981.2M | $10.79B | 35 | 2026-06-30 | → |
| 493 | EULAV ASSET MANAGEMENT | 156397 | $980.0M | $4.90B | 14 | 2025-07-31 | → |
| 494 | TRINITAS CAPITAL MANAGEMENT, LLC | 281328 | $977.8M | $19.56B | 26 | 2026-03-31 | → |
| 495 | COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 319703 | $977.8M | $5.87B | 10 | 2026-03-31 | → |
| 496 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | $977.0M | $24.42B | 37 | 2026-03-31 | → |
| 497 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $976.8M | $23.44B | 51 | 2026-04-30 | → |
| 498 | MAINSTREET INVESTMENT ADVISORS LLC | 146615 | $976.0M | $5.86B | 26 | 2026-03-31 | → |
| 499 | SILVER ROCK CAPITAL PARTNERS LP | 318007 | $975.4M | $6.83B | 15 | 2026-03-31 | → |
| 500 | GUGGENHEIM FUNDS DISTRIBUTORS, LLC | 39805 | $975.1M | $7.80B | 245 | 2026-03-31 | → |
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