Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional AUM per Client
SEC-registered investment advisers ranked by institutional client assets per institutional client.
Firms
1,000
Total AUM
$73.48T
Median AUM
$10.08B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional AUM / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | HIGHLAND ASSOCIATES INC | 104948 | $319.8M | $20.99B | 19 | 2026-03-31 | → |
| 302 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $318.5M | $136.48B | 32 | 2026-03-31 | → |
| 303 | CRESTLINE MANAGEMENT, L.P. | 122711 | $312.5M | $22.51B | 195 | 2026-03-31 | → |
| 304 | DODGE & COX | 104596 | $311.7M | $466.56B | 336 | 2026-04-30 | → |
| 305 | ELDRIDGE CREDIT ADVISERS, LLC | 155736 | $311.2M | $8.46B | 292 | 2026-05-31 | → |
| 306 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $310.5M | $85.59B | 155 | 2026-06-30 | → |
| 307 | FIAM LLC | 133196 | $307.6M | $347.73B | 196 | 2026-03-31 | → |
| 308 | RREEF AMERICA L.L.C. | 109596 | $306.4M | $34.34B | 175 | 2026-05-31 | → |
| 309 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $306.1M | $33.02B | 108 | 2026-04-30 | → |
| 310 | RYAN ALM ADVISERS, LLC | 135781 | $306.0M | $2.75B | 4 | 2026-01-31 | → |
| 311 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | $305.0M | $7.25B | 53 | 2026-03-31 | → |
| 312 | PICTET ASSET MANAGEMENT SA | 140074 | $303.3M | $330.70B | 549 | 2026-06-30 | → |
| 313 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $300.0M | $70.14B | 320 | 2026-06-30 | → |
| 314 | CAPITAL RESEARCH & CONSULTING LLC | 109868 | $299.3M | $5.99B | 8 | 2026-06-30 | → |
| 315 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $297.0M | $29.73B | 86 | 2026-03-31 | → |
| 316 | INVESCO REAL ESTATE MANAGEMENT S.À R.L. | 286069 | $295.7M | $13.46B | 43 | 2025-03-31 | → |
| 317 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $295.6M | $29.29B | 32 | 2026-03-31 | → |
| 318 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | $295.3M | $12.99B | 11 | 2026-03-31 | → |
| 319 | NS PARTNERS LTD | 110625 | $294.9M | $5.86B | 21 | 2026-06-30 | → |
| 320 | NEUBERGER BERMAN ASIA LIMITED | 154286 | $294.2M | $11.01B | 62 | 2026-03-31 | → |
| 321 | CAPFINANCIAL PARTNERS, LLC | 175112 | $293.9M | $1.24T | 1,841 | 2026-05-31 | → |
| 322 | THE CYNOSURE GROUP | 281399 | $293.5M | $9.85B | 71 | 2026-03-31 | → |
| 323 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $292.9M | $14.23B | 137 | 2026-06-30 | → |
| 324 | OCTOPUS RENEWABLES LTD. | 326704 | $292.5M | $6.40B | 159 | 2025-07-31 | → |
| 325 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $291.8M | $9.60B | 38 | 2026-03-31 | → |
| 326 | FRONTIER INVESTMENT MANAGEMENT PARTNERS LTD. | 282586 | $290.8M | $2.50B | 28 | 2026-03-31 | → |
| 327 | SENTRY, LLC | 150593 | $288.6M | $2.33B | 4 | 2026-03-31 | → |
| 328 | NINETY ONE NORTH AMERICA, INC. | 167922 | $286.0M | $41.47B | 68 | 2026-06-30 | → |
| 329 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $285.4M | $183.62B | 496 | 2026-03-31 | → |
| 330 | INVESCO HONG KONG LIMITED | 109923 | $284.3M | $26.20B | 226 | 2026-03-31 | → |
| 331 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $281.5M | $10.94B | 51 | 2026-03-31 | → |
| 332 | HQ CAPITAL PRIVATE EQUITY LLC | 134231 | $280.8M | $5.40B | 78 | 2026-03-31 | → |
| 333 | GC ADVISORS LLC | 148687 | $280.1M | $177.85B | 1,035 | 2026-06-30 | → |
| 334 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $279.3M | $59.04B | 94 | 2026-03-31 | → |
| 335 | GUIDESTONE INVESTMENT SERVICES | 338335 | $279.1M | $3.91B | 28 | 2026-03-31 | → |
| 336 | PINEBRIDGE INVESTMENTS LLC | 285211 | $278.6M | $76.73B | 239 | 2026-05-31 | → |
| 337 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $278.0M | $65.44B | 157 | 2026-05-31 | → |
| 338 | STONE POINT CREDIT ADVISER LLC | 310377 | $277.2M | $11.13B | 80 | 2026-03-31 | → |
| 339 | HOISINGTON INVESTMENT MANAGEMENT CO | 107710 | $275.1M | $1.79B | 9 | 2026-03-31 | → |
| 340 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | $274.8M | $3.03B | 19 | 2026-03-31 | → |
| 341 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | 107367 | $274.7M | $4.76B | 79 | 2026-06-30 | → |
| 342 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | $274.1M | $6.85B | 18 | 2026-03-31 | → |
| 343 | CASTLEARK MANAGEMENT LLC | 109587 | $273.9M | $4.59B | 28 | 2026-04-30 | → |
| 344 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $273.3M | $76.41B | 207 | 2026-03-31 | → |
| 345 | AUREUS ASSET MANAGEMENT, LLC | 136674 | $271.0M | $8.40B | 14 | 2026-03-31 | → |
| 346 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $270.9M | $601.79B | 960 | 2026-06-30 | → |
| 347 | SUMMIT ROCK ADVISORS, LP | 144059 | $270.1M | $26.18B | 74 | 2026-03-31 | → |
| 348 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $269.3M | $11.49B | 78 | 2026-03-31 | → |
| 349 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $269.1M | $35.03B | 580 | 2026-03-31 | → |
| 350 | CONCORD ADVISORY GROUP LTD | 107291 | $268.6M | $46.19B | 34 | 2026-03-31 | → |
| 351 | FOSUN ASSET MANAGEMENT LIMITED | 288360 | $268.6M | $1.49B | 19 | 2026-03-31 | → |
| 352 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $267.4M | $21.19B | 96 | 2026-05-31 | → |
| 353 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $267.1M | $24.79B | 422 | 2026-03-31 | → |
| 354 | 1607 CAPITAL PARTNERS, LLC | 144758 | $264.3M | $3.49B | 15 | 2026-03-31 | → |
| 355 | RESOLUTION CAPITAL LIMITED | 142409 | $263.8M | $9.39B | 28 | 2025-09-30 | → |
| 356 | T. ROWE PRICE JAPAN, INC. | 290585 | $262.1M | $24.07B | 80 | 2026-03-31 | → |
| 357 | 3650 REIT INVESTMENT MANAGEMENT LLC | 286013 | $259.5M | $2.43B | 16 | 2026-03-31 | → |
| 358 | INSIGHT NORTH AMERICA LLC | 145995 | $259.4M | $171.09B | 238 | 2026-06-30 | → |
| 359 | HARVEST FUND ADVISORS LLC | 154425 | $255.0M | $8.13B | 14 | 2026-03-31 | → |
| 360 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $253.3M | $122.06B | 354 | 2025-03-31 | → |
| 361 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | $252.9M | $4.40B | 12 | 2026-03-31 | → |
| 362 | CIGNA INVESTMENTS, INC. | 105811 | $251.6M | $25.76B | 108 | 2026-03-31 | → |
| 363 | GREYCOURT & CO., INC. | 111936 | $250.0M | $6.61B | 37 | 2026-03-31 | → |
| 364 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $249.2M | $24.40B | 314 | 2026-06-30 | → |
| 365 | SOUND SHORE MANAGEMENT INC | 112379 | $247.4M | $3.40B | 16 | 2026-04-30 | → |
| 366 | KLINGMAN AND ASSOCIATES, LLC | 125618 | $246.3M | $5.66B | 25 | 2026-05-31 | → |
| 367 | ALPINVEST US HOLDINGS, LLC | 328458 | $245.6M | $57.66B | 289 | 2026-03-31 | → |
| 368 | AKSIA LLC | 143422 | $244.3M | $35.20B | 177 | 2026-06-30 | → |
| 369 | AEW CAPITAL MANAGEMENT LP | 108633 | $243.7M | $3.02B | 250 | 2026-03-31 | → |
| 370 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $242.3M | $14.38B | 39 | 2026-03-31 | → |
| 371 | SRB CORPORATION | 161163 | $241.1M | $4.82B | 4 | 2026-03-31 | → |
| 372 | AON INVESTMENTS USA INC. | 105596 | $241.0M | $150.99B | 255 | 2026-03-31 | → |
| 373 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $240.3M | $150.40B | 254 | 2026-03-31 | → |
| 374 | CLEAR INVESTMENT RESEARCH, LLC | 172685 | $239.6M | $4.19B | 5 | 2026-03-31 | → |
| 375 | ANTARCTICA INVESTMENT ADVISORS, LLC | 284659 | $238.8M | $5.57B | 32 | 2026-06-30 | → |
| 376 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $237.9M | $29.38B | 109 | 2026-03-31 | → |
| 377 | TOWNSQUARE CAPITAL, LLC | 288576 | $237.2M | $18.07B | 53 | 2026-03-31 | → |
| 378 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $236.6M | $14.28B | 81 | 2026-03-31 | → |
| 379 | WAFRA INC. | 108673 | $233.9M | $29.04B | 158 | 2026-06-30 | → |
| 380 | SKY HARBOR CAPITAL MANAGEMENT, LLC | 159020 | $232.8M | $3.88B | 19 | 2025-03-31 | → |
| 381 | ADDENDA CAPITAL INC. | 137034 | $231.0M | $29.02B | 163 | 2026-03-31 | → |
| 382 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $230.8M | $12.82B | 39 | 2026-03-31 | → |
| 383 | AMOVA ASSET MANAGEMENT CO., LTD. | 110997 | $230.7M | $247.43B | 632 | 2026-06-30 | → |
| 384 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $228.3M | $23.90B | 104 | 2026-03-31 | → |
| 385 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $227.1M | $34.59B | 163 | 2026-03-31 | → |
| 386 | NELSON ENTERPRISES LLC | 307706 | $226.4M | $1.36B | 1 | 2026-02-28 | → |
| 387 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | $225.5M | $27.49B | 49 | 2026-03-31 | → |
| 388 | LBC CREDIT MANAGEMENT, L.P. | 157628 | $225.3M | $3.24B | 200 | 2026-05-31 | → |
| 389 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 110986 | $224.3M | $6.84B | 74 | 2026-06-30 | → |
| 390 | WITT LAKE ASSET MANAGEMENT LLC | 335523 | $224.1M | $1.12B | 2 | 2026-06-30 | → |
| 391 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $224.0M | $62.24B | 103 | 2026-03-31 | → |
| 392 | GLOBEFLEX CAPITAL LP | 106417 | $223.1M | $4.60B | 26 | 2026-03-31 | → |
| 393 | ARNHOLD LLC | 290117 | $222.0M | $6.44B | 13 | 2026-03-31 | → |
| 394 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | 109641 | $221.9M | $6.74B | 660 | 2026-03-31 | → |
| 395 | LM CAPITAL GROUP, LLC | 120277 | $221.7M | $6.10B | 20 | 2026-03-31 | → |
| 396 | EATON VANCE MANAGEMENT | 104859 | $221.6M | $97.02B | 219 | 2026-05-31 | → |
| 397 | PUBLIC TRUST ADVISORS, LLC | 159189 | $221.4M | $104.24B | 157 | 2026-04-30 | → |
| 398 | SOFINNOVA INVESTMENTS, INC. | 160297 | $221.0M | $5.37B | 41 | 2026-03-31 | → |
| 399 | FIDUCIARYVEST, LLC | 134351 | $220.6M | $4.93B | 10 | 2026-03-31 | → |
| 400 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 158270 | $220.4M | $3.80B | 50 | 2026-03-31 | → |
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