Research Report · 2026-06-30
Registered Investment Advisers with the Highest Discretionary Account Share
SEC-registered investment advisers ranked by discretionary account share.
Firms
1,000
Total AUM
$90.65T
Median AUM
$18.22B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Discretionary Account Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | 160265 | 100% | $18.19B | 32 | 2026-03-31 | → |
| 502 | ATLAS FRM LLC | 160610 | 100% | $18.12B | 87 | 2026-03-31 | → |
| 503 | REVERENCE CAPITAL PARTNERS, L.P. | 171471 | 100% | $18.09B | 47 | 2026-03-31 | → |
| 504 | TOWNSQUARE CAPITAL, LLC | 288576 | 100% | $18.07B | 53 | 2026-03-31 | → |
| 505 | MACKENZIE INVESTMENTS CORPORATION | 165899 | 100% | $18.07B | 16 | 2026-03-31 | → |
| 506 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | 100% | $18.00B | 9 | 2026-06-30 | → |
| 507 | BOOTHBAY FUND MANAGEMENT, LLC | 163706 | 100% | $17.99B | 57 | 2026-06-30 | → |
| 508 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | 100% | $17.93B | 128 | 2026-06-30 | → |
| 509 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | 100% | $17.93B | 38 | 2026-03-31 | → |
| 510 | CEVIAN CAPITAL II GP LIMITED | 140659 | 100% | $17.85B | 61 | 2026-04-30 | → |
| 511 | INVESCO LOAN MANAGER, LLC | 306746 | 100% | $17.69B | 109 | 2026-03-31 | → |
| 512 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | 100% | $17.66B | 32 | 2026-03-31 | → |
| 513 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | 100% | $17.64B | 28 | 2025-07-31 | → |
| 514 | DURABLE CAPITAL PARTNERS LP | 305221 | 100% | $17.59B | 49 | 2026-04-30 | → |
| 515 | SEARCHLIGHT CAPITAL PARTNERS, L.P. | 161958 | 100% | $17.51B | 132 | 2026-04-30 | → |
| 516 | PATIENT SQUARE CAPITAL, LP | 312203 | 100% | $17.51B | 97 | 2026-05-31 | → |
| 517 | PENSERRA CAPITAL MANAGEMENT LLC | 159042 | 100% | $17.50B | 16 | 2026-03-31 | → |
| 518 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | 100% | $17.35B | 532 | 2026-06-30 | → |
| 519 | RWC ASSET MANAGEMENT LLP | 168656 | 100% | $17.32B | 149 | 2026-03-31 | → |
| 520 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | 100% | $17.30B | 13 | 2025-12-31 | → |
| 521 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | 100% | $17.26B | 68 | 2026-04-30 | → |
| 522 | CAPITAL WEALTH PLANNING, LLC | 150764 | 100% | $17.25B | 30 | 2026-03-31 | → |
| 523 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | 100% | $17.23B | 251 | 2026-06-30 | → |
| 524 | NIOBRARA CAPITAL PARTNERS LP | 332070 | 100% | $17.07B | 12 | 2026-03-31 | → |
| 525 | TPG REAL ESTATE ADVISORS, LLC | 170731 | 100% | $16.97B | 48 | 2026-06-30 | → |
| 526 | CARILLON TOWER ADVISERS, INC. | 174904 | 100% | $16.86B | 175 | 2026-05-31 | → |
| 527 | SYMMETRY INVESTMENTS US LLC | 317755 | 100% | $16.83B | 10 | 2026-03-31 | → |
| 528 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | 100% | $16.73B | 401 | 2026-05-31 | → |
| 529 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | 100% | $16.71B | 55 | 2026-03-31 | → |
| 530 | DARSANA CAPITAL PARTNERS LP | 170862 | 100% | $16.67B | 23 | 2026-03-31 | → |
| 531 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | 100% | $16.66B | 33 | 2026-03-31 | → |
| 532 | ARISTOTLE INVESTMENT SERVICES, LLC | 324207 | 100% | $16.50B | 27 | 2026-03-31 | → |
| 533 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | 100% | $16.50B | 37 | 2026-03-31 | → |
| 534 | FREESTONE GROVE PARTNERS LP | 328089 | 100% | $16.48B | 182 | 2026-03-31 | → |
| 535 | RA CAPITAL MANAGEMENT, LP | 160174 | 100% | $16.40B | 185 | 2026-03-31 | → |
| 536 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | 100% | $16.37B | 65 | 2026-05-31 | → |
| 537 | 3G CAPITAL PARTNERS LP | 156934 | 100% | $16.31B | 19 | 2026-03-31 | → |
| 538 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | 100% | $16.30B | 24 | 2026-06-30 | → |
| 539 | VENERABLE INVESTMENT ADVISERS, LLC | 330755 | 100% | $16.27B | 12 | 2026-05-31 | → |
| 540 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | 100% | $16.25B | 38 | 2026-05-31 | → |
| 541 | VARDE MANAGEMENT, L.P. | 148949 | 100% | $16.13B | 197 | 2026-06-30 | → |
| 542 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | 100% | $16.10B | 250 | 2026-03-31 | → |
| 543 | FS/KKR ADVISOR, LLC | 292803 | 100% | $16.10B | 736 | 2026-06-30 | → |
| 544 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | 100% | $16.09B | 314 | 2026-06-30 | → |
| 545 | WILMINGTON FUNDS MANAGEMENT CORPORATION | 105163 | 100% | $16.08B | 39 | 2026-03-31 | → |
| 546 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | 100% | $16.07B | 68 | 2026-03-31 | → |
| 547 | SILVERBAY CAPITAL MANAGEMENT LLC | 151259 | 100% | $16.06B | 82 | 2026-03-31 | → |
| 548 | ARK INVESTMENT MANAGEMENT LLC | 169525 | 100% | $15.98B | 58 | 2026-04-30 | → |
| 549 | MORGAN STANLEY INFRASTRUCTURE INC. | 142824 | 100% | $15.97B | 67 | 2026-05-31 | → |
| 550 | MAVERICK CAPITAL LTD | 108262 | 100% | $15.85B | 98 | 2026-03-31 | → |
| 551 | WHITEBOX ADVISORS LLC | 121995 | 100% | $15.74B | 67 | 2026-03-31 | → |
| 552 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | 100% | $15.72B | 99 | 2026-03-31 | → |
| 553 | SOROBAN CAPITAL PARTNERS LP | 157360 | 100% | $15.67B | 39 | 2026-03-31 | → |
| 554 | GREENBRIAR EQUITY GROUP, L.P. | 157475 | 100% | $15.65B | 37 | 2026-03-31 | → |
| 555 | BATTERY MANAGEMENT CORP. | 160921 | 100% | $15.61B | 113 | 2026-03-31 | → |
| 556 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | 165796 | 100% | $15.57B | 53 | 2026-03-31 | → |
| 557 | WEISS ASSET MANAGEMENT LP | 155564 | 100% | $15.56B | 139 | 2026-03-31 | → |
| 558 | PFS INVESTMENTS INC. | 10111 | 100% | $15.54B | 3,992 | 2026-03-31 | → |
| 559 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | 100% | $15.47B | 41 | 2026-03-31 | → |
| 560 | AEA QP ADVISERS LLC | 124560 | 100% | $15.46B | 157 | 2026-06-30 | → |
| 561 | TISHMAN SPEYER PROPERTIES, L.P. | 160079 | 100% | $15.43B | 491 | 2026-04-30 | → |
| 562 | BANNER RIDGE PARTNERS, LP | 304928 | 100% | $15.32B | 27 | 2026-03-31 | → |
| 563 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | 100% | $15.28B | 112 | 2026-03-31 | → |
| 564 | BLACKSTONE IRELAND LIMITED | 292121 | 100% | $15.19B | 711 | 2026-05-31 | → |
| 565 | POMONA MANAGEMENT LLC | 148269 | 100% | $15.16B | 41 | 2026-03-31 | → |
| 566 | SETANTA ASSET MANAGEMENT LTD | 281781 | 100% | $15.02B | 24 | 2025-03-31 | → |
| 567 | GIGAFUND MANAGEMENT COMPANY, LLC | 289807 | 100% | $14.97B | 7 | 2026-03-31 | → |
| 568 | ABRY PARTNERS II, LLC | 161154 | 100% | $14.90B | 1 | 2026-03-31 | → |
| 569 | WCAS MANAGEMENT CORPORATION | 155695 | 100% | $14.90B | 105 | 2026-05-31 | → |
| 570 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | 100% | $14.89B | 56 | 2026-03-31 | → |
| 571 | WOLVERINE ASSET MANAGEMENT, LLC | 138907 | 100% | $14.83B | 44 | 2026-06-30 | → |
| 572 | TROY ASSET MANAGEMENT LTD | 319174 | 100% | $14.80B | 43 | 2025-06-30 | → |
| 573 | CI GLOBAL INVESTMENTS INC. | 156752 | 100% | $14.74B | 2 | 2026-03-31 | → |
| 574 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | 100% | $14.73B | 52 | 2026-06-30 | → |
| 575 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | 100% | $14.73B | 17 | 2026-03-31 | → |
| 576 | PHARO MANAGEMENT, INC. | 141216 | 100% | $14.62B | 48 | 2026-03-31 | → |
| 577 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | 100% | $14.59B | 132 | 2026-05-31 | → |
| 578 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | 100% | $14.57B | 137 | 2026-05-31 | → |
| 579 | DRA ADVISORS LLC | 106311 | 100% | $14.42B | 99 | 2026-03-31 | → |
| 580 | PINE RIDGE ADVISERS LLC | 296362 | 100% | $14.42B | 14 | 2026-03-31 | → |
| 581 | M&G INVESTMENTS (USA) INC. | 305254 | 100% | $14.32B | 47 | 2026-03-31 | → |
| 582 | KELSO & COMPANY, L.P. | 131471 | 100% | $14.32B | 64 | 2026-04-30 | → |
| 583 | INFRARED CAPITAL PARTNERS LIMITED | 161187 | 100% | $14.30B | 148 | 2026-05-31 | → |
| 584 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | 100% | $14.28B | 81 | 2026-03-31 | → |
| 585 | TSG CONSUMER PARTNERS LP | 160826 | 100% | $14.26B | 73 | 2026-04-30 | → |
| 586 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | 100% | $14.25B | 15 | 2026-06-30 | → |
| 587 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | 100% | $14.23B | 137 | 2026-06-30 | → |
| 588 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | 100% | $14.20B | 79 | 2026-03-31 | → |
| 589 | RTW INVESTMENTS LP | 153232 | 100% | $14.14B | 70 | 2026-03-31 | → |
| 590 | GREAT MOUNTAIN PARTNERS LLC | 309528 | 100% | $14.11B | 17 | 2026-03-31 | → |
| 591 | OAKTREE FUND ADVISORS, LLC | 290193 | 100% | $14.10B | 451 | 2026-03-31 | → |
| 592 | MERITAGE GROUP LP | 142622 | 100% | $14.09B | 55 | 2026-03-31 | → |
| 593 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | 100% | $14.09B | 39 | 2026-05-31 | → |
| 594 | FRANKLIN ADVISORY SERVICES, LLC | 111361 | 100% | $14.07B | 2 | 2026-06-30 | → |
| 595 | THE VISTRIA GROUP, LP | 167045 | 100% | $13.99B | 107 | 2026-05-31 | → |
| 596 | NAUTIC PARTNERS, LLC | 159822 | 100% | $13.97B | 69 | 2026-04-30 | → |
| 597 | LINDEN MANAGER LLC | 161059 | 100% | $13.95B | 55 | 2026-03-31 | → |
| 598 | OAK HILL CAPITAL MANAGEMENT, LLC | 136656 | 100% | $13.93B | 52 | 2026-03-31 | → |
| 599 | ULLICO INVESTMENT ADVISORS, INC. | 106628 | 100% | $13.92B | 92 | 2026-03-31 | → |
| 600 | SRS INVESTMENT MANAGEMENT, LLC | 157630 | 100% | $13.92B | 32 | 2026-06-30 | → |
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