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 | |
|---|---|---|---|---|---|---|---|
| 601 | MARTIN & COMPANY, INC | 108718 | $102.3M | $1.65B | 6 | 2026-05-31 | → |
| 602 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $102.1M | $386.88B | 728 | 2026-03-31 | → |
| 603 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | $102.0M | $2.93B | 9 | 2026-03-31 | → |
| 604 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | $101.6M | $50.51B | 190 | 2026-04-30 | → |
| 605 | GREENHAVEN ASSOCIATES INC | 104729 | $101.2M | $11.66B | 7 | 2026-02-28 | → |
| 606 | NASSAU PRIVATE CREDIT LLC | 300220 | $100.9M | $1.05B | 7 | 2026-05-31 | → |
| 607 | OAK CITY CONSULTING, LLC | 162220 | $100.8M | $1.43B | 6 | 2026-03-31 | → |
| 608 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $100.7M | $7.90B | 41 | 2026-03-31 | → |
| 609 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | 328876 | $100.6M | $2.82B | 9 | 2026-03-31 | → |
| 610 | LCP INSTITUTIONAL, LLC | 325133 | $100.4M | $3.18B | 8 | 2026-03-31 | → |
| 611 | CALVERT RESEARCH AND MANAGEMENT | 285127 | $100.0M | $40.26B | 64 | 2026-03-31 | → |
| 612 | CAPITAL ADVISORS GROUP, INC | 112000 | $99.6M | $23.03B | 33 | 2026-03-31 | → |
| 613 | WEALTH MANAGEMENT NEBRASKA LLC | 137080 | $99.4M | $3.71B | 61 | 2026-06-30 | → |
| 614 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $98.6M | $282.71B | 699 | 2026-03-31 | → |
| 615 | EMERALD ADVISERS, LLC | 107496 | $98.4M | $3.30B | 35 | 2026-03-31 | → |
| 616 | NPPG PLAN PROFESSIONALS, LLC | 324646 | $98.0M | $6.27B | 2 | 2026-05-31 | → |
| 617 | ALTRAVUE CAPITAL, LLC | 283260 | $97.8M | $1.41B | 4 | 2026-01-31 | → |
| 618 | ATRIA INVESTMENTS, INC. | 143593 | $97.8M | $11.05B | 60 | 2026-03-31 | → |
| 619 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | $97.8M | $3.33B | 18 | 2026-05-31 | → |
| 620 | INSPIRE INVESTING, LLC | 171988 | $97.7M | $3.96B | 33 | 2026-03-31 | → |
| 621 | COHEN KLINGENSTEIN, LLC | 148428 | $97.5M | $3.39B | 7 | 2026-03-31 | → |
| 622 | SENTRY MANAGEMENT INC | 107379 | $97.5M | $5.44B | 5 | 2026-03-31 | → |
| 623 | CREWCIAL PARTNERS LLC | 131570 | $97.3M | $971.6M | 45 | 2026-04-30 | → |
| 624 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | $96.8M | $10.09B | 50 | 2026-03-31 | → |
| 625 | GIA PARTNERS, LLC. | 151207 | $96.7M | $1.06B | 10 | 2026-03-31 | → |
| 626 | PARADIGM CAPITAL MANAGEMENT, INC. | 107982 | $96.7M | $2.38B | 12 | 2026-03-31 | → |
| 627 | A&M PRIVATE WEALTH PARTNERS, LLC | 331478 | $95.9M | $1.83B | 28 | 2026-03-31 | → |
| 628 | MAXIM CAPITAL GROUP, LLC | 288321 | $95.7M | $2.19B | 19 | 2026-04-30 | → |
| 629 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $95.3M | $475.78B | 956 | 2026-05-31 | → |
| 630 | MCMORGAN & COMPANY LLC | 115060 | $95.2M | $7.61B | 26 | 2026-03-31 | → |
| 631 | NS MANAGEMENT LTD | 297781 | $94.7M | $850.3M | 2 | 2026-06-30 | → |
| 632 | JENNISON ASSOCIATES LLC | 107959 | $94.7M | $214.84B | 360 | 2026-03-31 | → |
| 633 | LAZARD ASSET MANAGEMENT LLC | 122836 | $94.6M | $120.52B | 532 | 2026-03-31 | → |
| 634 | H.I.G. CAPITAL, LLC | 160711 | $94.5M | $72.33B | 1,039 | 2026-03-31 | → |
| 635 | CAPACUITY LLC | 297679 | $94.4M | $13.87B | 40 | 2026-03-31 | → |
| 636 | SILVANT CAPITAL MANAGEMENT LLC | 146025 | $94.1M | $3.04B | 8 | 2026-03-31 | → |
| 637 | RADCLIFFE CAPITAL MANAGEMENT, L.P. | 136028 | $94.1M | $5.14B | 22 | 2026-03-31 | → |
| 638 | FWL INVESTMENT MANAGEMENT, LLC | 174119 | $94.0M | $1.24B | 7 | 2026-03-31 | → |
| 639 | FORESIGHT GLOBAL INVESTORS, INC. | 281818 | $93.5M | $955.2M | 6 | 2026-03-31 | → |
| 640 | BALLINA CAPITAL, LLC | 289598 | $93.0M | $486.3M | 6 | 2026-06-30 | → |
| 641 | TABOR ASSET MANAGEMENT, LP | 304666 | $91.5M | $577.2M | 6 | 2026-03-31 | → |
| 642 | FIDUCIARY FIRST, LLC | 150330 | $91.2M | $2.46B | 7 | 2026-03-31 | → |
| 643 | EARNEST PARTNERS LLC | 107926 | $91.1M | $42.61B | 47 | 2026-06-30 | → |
| 644 | NEXT CENTURY GROWTH INVESTORS LLC | 108978 | $90.2M | $1.52B | 9 | 2026-03-31 | → |
| 645 | OBERWEIS ASSET MANAGEMENT INC | 105471 | $90.1M | $5.06B | 31 | 2026-03-31 | → |
| 646 | FEDERATED INVESTMENT COUNSELING | 105325 | $89.9M | $207.21B | 213 | 2026-05-31 | → |
| 647 | PRODIGY ASSET MANAGEMENT LLC | 106457 | $89.3M | $2.44B | 9 | 2026-06-30 | → |
| 648 | INDUSTRIAL DEVELOPMENT FUNDING LLC | 298015 | $89.1M | $624.0M | 5 | 2026-03-31 | → |
| 649 | KEELAN CAPITAL, LLC | 322725 | $89.1M | $561.4M | 2 | 2025-03-31 | → |
| 650 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | $88.9M | $862.7M | 8 | 2026-03-31 | → |
| 651 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $88.8M | $69.23B | 186 | 2026-03-31 | → |
| 652 | ICR PARTNERS, LLC | 304689 | $88.7M | $798.7M | 6 | 2026-05-31 | → |
| 653 | LOOM CAPITAL MANAGEMENT LLC | 174093 | $88.4M | $570.8M | 2 | 2026-03-31 | → |
| 654 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $87.2M | $36.11B | 128 | 2026-03-31 | → |
| 655 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $86.7M | $5.52B | 17 | 2026-03-31 | → |
| 656 | OFFIT CAPITAL ADVISORS LLC | 144474 | $86.1M | $20.60B | 82 | 2026-03-31 | → |
| 657 | COHEN & STEERS ASIA LIMITED | 135661 | $85.9M | $2.95B | 18 | 2026-03-31 | → |
| 658 | HEITMAN REAL ESTATE SECURITIES LLC | 107134 | $85.8M | $1.82B | 141 | 2026-03-31 | → |
| 659 | SUMMIT CREEK ADVISORS, LLC | 135496 | $85.6M | $650.9M | 7 | 2026-03-31 | → |
| 660 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $85.6M | $110.30B | 704 | 2026-03-31 | → |
| 661 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $85.5M | $194.82B | 235 | 2026-06-30 | → |
| 662 | HUNTER POINT CAPITAL LP | 310871 | $85.4M | $7.81B | 74 | 2026-03-31 | → |
| 663 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $84.3M | $23.84B | 110 | 2026-06-30 | → |
| 664 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $84.1M | $25.84B | 165 | 2025-12-31 | → |
| 665 | CALYDON CAPITAL, LLC | 285485 | $83.7M | $3.58B | 8 | 2026-04-30 | → |
| 666 | GUARDIAN FINANCIAL PARTNERS, LLC | 287652 | $83.4M | $911.9M | 4 | 2026-02-28 | → |
| 667 | ARIEL INVESTMENTS, LLC | 108211 | $83.1M | $12.78B | 109 | 2026-04-30 | → |
| 668 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $82.8M | $14.09B | 39 | 2026-05-31 | → |
| 669 | R SQUARED BM LLC | 308920 | $82.7M | $3.35B | 15 | 2026-03-31 | → |
| 670 | SMITH THORNTON ADVISORS, LLC | 312537 | $82.5M | $733.6M | 9 | 2026-03-31 | → |
| 671 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $82.3M | $5.48B | 21 | 2026-03-31 | → |
| 672 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $81.8M | $23.33B | 156 | 2026-03-31 | → |
| 673 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $80.6M | $16.07B | 68 | 2026-03-31 | → |
| 674 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $80.3M | $9.45B | 20 | 2026-05-31 | → |
| 675 | BAKER STREET ADVISORS, LLC | 128066 | $80.1M | $20.77B | 63 | 2026-03-31 | → |
| 676 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | 148128 | $79.7M | $1.28B | 15 | 2026-04-30 | → |
| 677 | PRECEPT ADVISORY GROUP LLC | 152776 | $79.5M | $5.01B | 8 | 2025-03-31 | → |
| 678 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | $79.4M | $2.65B | 15 | 2026-03-31 | → |
| 679 | MILL CAPITAL MANAGEMENT, LLC | 312798 | $79.3M | $1.49B | 5 | 2026-02-28 | → |
| 680 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $79.2M | $24.86B | 41 | 2026-03-31 | → |
| 681 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $79.1M | $16.87B | 191 | 2026-04-30 | → |
| 682 | WESTFULLER ADVISORS, LLC | 155054 | $78.7M | $3.37B | 23 | 2026-03-31 | → |
| 683 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | $78.5M | $34.11B | 310 | 2026-05-31 | → |
| 684 | TIEDEMANN ADVISORS, LLC | 147189 | $77.9M | $31.01B | 182 | 2026-04-30 | → |
| 685 | ACCESS FIDUCIARY SERVICES, LLC | 311558 | $77.7M | $466.2M | 3 | 2026-05-31 | → |
| 686 | SEPIO CAPITAL, LP | 285645 | $77.4M | $5.64B | 31 | 2026-04-30 | → |
| 687 | FLORIDA ATLANTIC SECURITIES CORP. | 43272 | $77.3M | $590.0M | 4 | 2026-06-30 | → |
| 688 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $77.2M | $9.85B | 46 | 2026-03-31 | → |
| 689 | WHALEROCK POINT PARTNERS, LLC | 140781 | $77.1M | $1.04B | 6 | 2026-01-31 | → |
| 690 | WEATHERBIE CAPITAL, LLC | 105991 | $77.1M | $1.34B | 7 | 2026-06-30 | → |
| 691 | RETIREMENT FUND MANAGEMENT, LLC | 126573 | $77.0M | $769.7M | 4 | 2026-04-30 | → |
| 692 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | $76.8M | $5.76B | 13 | 2026-03-31 | → |
| 693 | OMNI BRIDGEWAY MANAGEMENT (USA) LLC | 298001 | $76.8M | $2.15B | 26 | 2026-06-30 | → |
| 694 | PROFICIO CAPITAL PARTNERS LLC | 269931 | $76.7M | $5.27B | 23 | 2026-04-30 | → |
| 695 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $76.7M | $8.52B | 11 | 2026-05-31 | → |
| 696 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | $76.3M | $3.76B | 24 | 2026-03-31 | → |
| 697 | JORDAN PARK GROUP LLC | 287755 | $76.2M | $23.26B | 153 | 2026-06-30 | → |
| 698 | VULCAN VALUE PARTNERS LLC | 151190 | $76.1M | $6.08B | 38 | 2026-05-31 | → |
| 699 | PARKWAY ADVISORS, L.P. | 112629 | $76.1M | $4.13B | 16 | 2026-03-31 | → |
| 700 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $76.1M | $35.05B | 100 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30