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 | |
|---|---|---|---|---|---|---|---|
| 601 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | $848.0M | $5.09B | 6 | 2025-05-31 | → |
| 602 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $847.9M | $10.18B | 32 | 2026-03-31 | → |
| 603 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $845.5M | $35.51B | 94 | 2026-03-31 | → |
| 604 | 1888 INVESTMENTS, LLC | 312491 | $845.0M | $5.91B | 13 | 2026-03-31 | → |
| 605 | BARINGS LLC | 106006 | $844.6M | $392.75B | 1,101 | 2026-05-31 | → |
| 606 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | $844.5M | $6.76B | 21 | 2026-03-31 | → |
| 607 | METROPOLIS CAPITAL LIMITED | 291699 | $844.2M | $5.07B | 14 | 2026-02-28 | → |
| 608 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | 36026 | $843.0M | $5.06B | 11 | 2026-03-31 | → |
| 609 | ALKEON CAPITAL MANAGEMENT, LLC | 118059 | $842.9M | $25.29B | 82 | 2026-03-31 | → |
| 610 | POMONA MANAGEMENT LLC | 148269 | $842.0M | $15.16B | 41 | 2026-03-31 | → |
| 611 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | $840.0M | $4.20B | 9 | 2026-03-31 | → |
| 612 | AUREUS ASSET MANAGEMENT, LLC | 136674 | $839.7M | $8.40B | 14 | 2026-03-31 | → |
| 613 | REGIONS INVESTMENT MANAGEMENT, INC. | 111715 | $839.1M | $20.14B | 28 | 2026-03-31 | → |
| 614 | PGIM, INC. | 105676 | $838.3M | $1.13T | 1,990 | 2026-04-30 | → |
| 615 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $837.8M | $52.78B | 177 | 2026-03-31 | → |
| 616 | VOYA INVESTMENTS, LLC | 111091 | $837.8M | $59.48B | 104 | 2026-03-31 | → |
| 617 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $837.4M | $39.36B | 134 | 2026-03-31 | → |
| 618 | NORTH OF SOUTH CAPITAL LLP | 300917 | $837.1M | $6.70B | 14 | 2026-03-31 | → |
| 619 | IFM INVESTORS PTY LTD | 162754 | $835.7M | $152.93B | 717 | 2025-11-30 | → |
| 620 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $835.3M | $71.83B | 163 | 2026-05-31 | → |
| 621 | FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED | 148045 | $834.6M | $32.55B | 68 | 2026-06-30 | → |
| 622 | SETANTA ASSET MANAGEMENT LTD | 281781 | $834.5M | $15.02B | 24 | 2025-03-31 | → |
| 623 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | $834.3M | $177.71B | 1,022 | 2026-06-30 | → |
| 624 | CVC CREDIT PARTNERS, LLC | 138528 | $832.8M | $61.63B | 153 | 2026-05-31 | → |
| 625 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $830.5M | $128.73B | 4,220 | 2026-06-30 | → |
| 626 | T. ROWE PRICE JAPAN, INC. | 290585 | $830.0M | $24.07B | 80 | 2026-03-31 | → |
| 627 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $829.2M | $9.95B | 18 | 2026-03-31 | → |
| 628 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $829.2M | $92.04B | 293 | 2026-06-30 | → |
| 629 | ARCHPOINT INVESTORS LLC | 151807 | $826.6M | $4.13B | 11 | 2026-03-31 | → |
| 630 | WELCH & FORBES LLC | 115119 | $825.3M | $9.90B | 55 | 2026-05-31 | → |
| 631 | SAMSUNG ASSET MANAGEMENT COMPANY, LTD. | 158319 | $824.2M | $300.82B | 460 | 2026-04-30 | → |
| 632 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $822.8M | $187.60B | 930 | 2026-03-31 | → |
| 633 | STASH INVESTMENTS LLC | 226550 | $820.1M | $4.92B | 124 | 2026-04-30 | → |
| 634 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $815.1M | $35.05B | 100 | 2026-03-31 | → |
| 635 | ACADIAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | 322795 | $815.1M | $5.71B | 19 | 2026-03-31 | → |
| 636 | NZS CAPITAL LLC | 305093 | $811.7M | $4.06B | 9 | 2026-04-30 | → |
| 637 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $811.2M | $563.78B | 956 | 2026-05-31 | → |
| 638 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $809.2M | $24.28B | 77 | 2026-03-31 | → |
| 639 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $808.4M | $12.93B | 68 | 2026-03-31 | → |
| 640 | SAMLYN CAPITAL, LLC | 158296 | $807.1M | $9.68B | 33 | 2026-03-31 | → |
| 641 | BANNER RIDGE PARTNERS, LP | 304928 | $806.5M | $15.32B | 27 | 2026-03-31 | → |
| 642 | ARNHOLD LLC | 290117 | $805.3M | $6.44B | 13 | 2026-03-31 | → |
| 643 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 170746 | $802.0M | $7.22B | 24 | 2026-05-31 | → |
| 644 | PPM AMERICA, INC. | 107269 | $801.7M | $93.79B | 217 | 2026-05-31 | → |
| 645 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $800.7M | $8.01B | 45 | 2026-06-30 | → |
| 646 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $799.0M | $15.98B | 58 | 2026-04-30 | → |
| 647 | SB INVESTMENT ADVISERS (US) INC. | 286323 | $798.1M | $53.47B | 194 | 2026-06-30 | → |
| 648 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $798.1M | $21.55B | 183 | 2026-06-30 | → |
| 649 | CAPSTONE INVESTMENT ADVISORS, LLC | 155563 | $795.9M | $91.53B | 304 | 2026-04-30 | → |
| 650 | MADISON CAPITAL PARTNERS CORPORATION | 160334 | $795.1M | $4.77B | 7 | 2026-03-31 | → |
| 651 | VANGUARD GLOBAL ADVISERS, LLC | 164593 | $795.1M | $249.66B | 315 | 2026-05-31 | → |
| 652 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $791.5M | $36.41B | 309 | 2026-03-31 | → |
| 653 | BC ADVISORS, LLC | 142982 | $789.1M | $4.73B | 7 | 2026-03-31 | → |
| 654 | AXIOM ALTERNATIVE INVESTMENTS SARL | 282155 | $788.5M | $4.73B | 23 | 2026-03-31 | → |
| 655 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $787.8M | $718.48B | 3,564 | 2026-05-31 | → |
| 656 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $786.2M | $33.02B | 108 | 2026-04-30 | → |
| 657 | MADISON AVENUE PARTNERS, LP | 298610 | $786.2M | $3.93B | 7 | 2026-03-31 | → |
| 658 | JOHN W. BRISTOL & CO., INC. | 105597 | $785.1M | $7.07B | 18 | 2026-03-31 | → |
| 659 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | $784.7M | $5.49B | 11 | 2026-03-31 | → |
| 660 | IDR INVESTMENT MANAGEMENT, LLC | 286208 | $783.6M | $10.19B | 15 | 2026-03-31 | → |
| 661 | ETHIC INC. | 282827 | $781.8M | $7.82B | 76 | 2026-03-31 | → |
| 662 | JOHNSON STERLING, INC. | 106379 | $780.3M | $3.90B | 10 | 2026-03-31 | → |
| 663 | S.B. VALUE PARTNERS, L.P. | 139162 | $778.1M | $3.89B | 13 | 2026-03-31 | → |
| 664 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $775.5M | $25.59B | 76 | 2026-05-31 | → |
| 665 | SRS INVESTMENT MANAGEMENT, LLC | 157630 | $773.2M | $13.92B | 32 | 2026-06-30 | → |
| 666 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $773.1M | $36.34B | 238 | 2026-05-31 | → |
| 667 | POLAR CAPITAL LLP | 136133 | $772.4M | $43.26B | 196 | 2026-06-30 | → |
| 668 | NORTHSIDE CAPITAL MANAGEMENT LLC | 107784 | $771.4M | $6.94B | 17 | 2026-03-31 | → |
| 669 | SMITH CAPITAL INVESTORS, LLC | 294402 | $771.3M | $13.11B | 30 | 2026-02-28 | → |
| 670 | CONESTOGA CAPITAL ADVISORS, LLC | 111750 | $770.6M | $6.94B | 18 | 2026-03-31 | → |
| 671 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $770.5M | $326.70B | 1,116 | 2026-04-30 | → |
| 672 | SAGE ADVISORY SERVICES LTD CO | 106236 | $768.3M | $28.43B | 58 | 2026-03-31 | → |
| 673 | COHEN & STEERS UK LIMITED | 142150 | $767.8M | $5.37B | 21 | 2026-03-31 | → |
| 674 | INVESTCORP CREDIT MANAGEMENT US LLC | 165140 | $767.5M | $11.51B | 25 | 2025-10-31 | → |
| 675 | PGIM CUSTOM HARVEST LLC | 290235 | $766.9M | $6.90B | 68 | 2026-05-31 | → |
| 676 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | $766.7M | $15.33B | 60 | 2026-03-31 | → |
| 677 | DEEPCURRENTS INVESTMENT GROUP LLC | 288159 | $763.9M | $4.58B | 12 | 2026-03-31 | → |
| 678 | LUMINATE CAPITAL MANAGEMENT, INC. | 269873 | $763.7M | $3.82B | 10 | 2026-03-31 | → |
| 679 | WOODLINE PARTNERS LP | 301480 | $763.7M | $36.66B | 102 | 2026-03-31 | → |
| 680 | PORTMAN SQUARE CAPITAL LLP | 319011 | $763.6M | $4.58B | 27 | 2026-05-31 | → |
| 681 | PRYSM CAPITAL, L.P. | 304961 | $762.0M | $6.86B | 14 | 2026-03-31 | → |
| 682 | HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | $762.0M | $12.19B | 17 | 2025-03-31 | → |
| 683 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $761.7M | $6.09B | 17 | 2026-03-31 | → |
| 684 | BNY MELLON ADVISORS, INC. | 106108 | $760.9M | $33.48B | 66 | 2026-05-31 | → |
| 685 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | $760.8M | $17.50B | 36 | 2026-03-31 | → |
| 686 | ACCEL MANAGEMENT CO. L.L.C | 331435 | $760.6M | $38.03B | 91 | 2026-03-31 | → |
| 687 | CHURCHILL INVESTMENT MANAGEMENT LLC | 305060 | $759.0M | $12.14B | 101 | 2026-03-31 | → |
| 688 | VERITAS CAPITAL FUND MANAGEMENT, L.L.C. | 157123 | $757.9M | $53.81B | 146 | 2026-03-31 | → |
| 689 | ENERGY INCOME PARTNERS LLC | 140799 | $757.7M | $6.06B | 21 | 2026-05-31 | → |
| 690 | SKYVIEW INVESTMENT ADVISORS, LLC | 286353 | $756.7M | $8.32B | 21 | 2026-03-31 | → |
| 691 | COOKE & BIELER, L.P. | 113859 | $754.2M | $10.56B | 32 | 2026-03-31 | → |
| 692 | ABRDN INC. | 111069 | $754.1M | $41.48B | 193 | 2026-03-31 | → |
| 693 | BGO US REAL ESTATE LP | 157034 | $753.8M | $24.12B | 103 | 2026-06-30 | → |
| 694 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $752.9M | $11.29B | 16 | 2026-05-31 | → |
| 695 | VR ADVISORY SERVICES LTD. | 137158 | $751.2M | $9.77B | 42 | 2026-03-31 | → |
| 696 | TRUEBRIDGE CAPITAL PARTNERS LLC | 155425 | $749.0M | $11.24B | 43 | 2026-04-30 | → |
| 697 | BLACKSTONE MANAGEMENT PARTNERS L.L.C. | 136979 | $747.3M | $145.73B | 213 | 2026-03-31 | → |
| 698 | FIRST MANHATTAN CO. LLC | 325281 | $746.8M | $38.09B | 147 | 2026-04-30 | → |
| 699 | PARADIGM BIOCAPITAL ADVISORS LP | 312544 | $744.9M | $4.47B | 11 | 2026-05-31 | → |
| 700 | WINCORAM ASSET MANAGEMENT LLC | 312425 | $744.2M | $8.19B | 28 | 2026-03-31 | → |
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