Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional AUM per Employee
SEC-registered investment advisers ranked by institutional client assets per reported employee.
Firms
1,000
Total AUM
$60.23T
Median AUM
$7.40B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional AUM / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CUSOURCE, LLC | 44970 | $7.48B | $52.37B | 7 | 2026-03-31 | → |
| 2 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $4.07B | $139.88B | 15 | 2026-06-30 | → |
| 3 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $3.56B | $136.48B | 32 | 2026-03-31 | → |
| 4 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | $3.51B | $35.09B | 10 | 2026-03-31 | → |
| 5 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $3.31B | $76.17B | 23 | 2026-03-31 | → |
| 6 | SANDERS CAPITAL, LLC | 151480 | $3.22B | $122.18B | 26 | 2026-03-31 | → |
| 7 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $3.19B | $162.89B | 45 | 2026-03-31 | → |
| 8 | III CAPITAL MANAGEMENT | 113539 | $2.80B | $88.24B | 9 | 2026-05-31 | → |
| 9 | MERCURY ADVISORY, LLC | 308960 | $2.56B | $17.94B | 7 | 2026-05-31 | → |
| 10 | FIDUCIARY COUNSELORS INC. | 111827 | $2.54B | $20.35B | 8 | 2026-03-31 | → |
| 11 | MPC CAPITAL ADVISORS, LLC | 153586 | $2.51B | $22.57B | 9 | 2026-03-31 | → |
| 12 | MELLON INVESTMENTS CORPORATION | 105764 | $2.35B | $873.87B | 98 | 2026-05-31 | → |
| 13 | KEYSTATE ADVISORY, LLC | 156226 | $2.07B | $16.59B | 8 | 2026-03-31 | → |
| 14 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | $2.03B | $122.05B | 60 | 2026-03-31 | → |
| 15 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | $1.97B | $9.86B | 5 | 2026-02-28 | → |
| 16 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | $1.83B | $23.78B | 13 | 2026-06-30 | → |
| 17 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $1.60B | $183.53B | 114 | 2026-03-31 | → |
| 18 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $1.57B | $994.99B | 61 | 2026-06-30 | → |
| 19 | VALLEY VIEW CONSULTING LLC | 108583 | $1.49B | $16.40B | 11 | 2026-04-30 | → |
| 20 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $1.45B | $142.02B | 87 | 2026-04-30 | → |
| 21 | LSV ASSET MANAGEMENT | 109918 | $1.43B | $104.25B | 45 | 2026-03-31 | → |
| 22 | SVB ASSET MANAGEMENT | 124567 | $1.35B | $32.32B | 24 | 2026-03-31 | → |
| 23 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | $1.28B | $323.08B | 246 | 2026-05-31 | → |
| 24 | ADVANCED CAPITAL GROUP, INC. | 109673 | $1.27B | $29.99B | 22 | 2026-03-31 | → |
| 25 | CONCORD ADVISORY GROUP LTD | 107291 | $1.27B | $46.19B | 34 | 2026-03-31 | → |
| 26 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | $1.22B | $37.70B | 31 | 2026-03-31 | → |
| 27 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | $1.18B | $12.99B | 11 | 2026-03-31 | → |
| 28 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | $1.15B | $5.87B | 5 | 2026-03-31 | → |
| 29 | TAYLOR ADVISORS, INC. | 119300 | $1.14B | $15.95B | 14 | 2026-01-31 | → |
| 30 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $1.12B | $114.16B | 87 | 2026-06-30 | → |
| 31 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $1.11B | $65.07B | 51 | 2026-01-31 | → |
| 32 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $1.10B | $17.30B | 13 | 2025-12-31 | → |
| 33 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $1.10B | $42.29B | 30 | 2026-04-30 | → |
| 34 | TIAA-CREF TUITION FINANCING, INC. | 108580 | $1.08B | $70.51B | 65 | 2026-06-30 | → |
| 35 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | 171615 | $1.08B | $9.68B | 9 | 2026-02-28 | → |
| 36 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $1.07B | $23.79B | 6 | 2026-03-31 | → |
| 37 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $1.07B | $82.00B | 72 | 2026-03-31 | → |
| 38 | NYL INVESTORS LLC | 169553 | $1.06B | $329.20B | 301 | 2026-03-31 | → |
| 39 | AFLAC ASSET MANAGEMENT LLC | 304316 | $1.06B | $133.47B | 110 | 2026-03-31 | → |
| 40 | SENTRY MANAGEMENT INC | 107379 | $1.05B | $5.44B | 5 | 2026-03-31 | → |
| 41 | ADVISOR LOGISTICS, LLC | 292784 | $1.05B | $6.29B | 6 | 2026-03-31 | → |
| 42 | HIGHLAND ASSOCIATES INC | 104948 | $1.03B | $20.99B | 19 | 2026-03-31 | → |
| 43 | MORRISON US, LLC | 315983 | $1.01B | $27.97B | 20 | 2026-01-31 | → |
| 44 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $949.6M | $40.83B | 27 | 2026-01-31 | → |
| 45 | MORETON ASSET MANAGEMENT, LLC | 133417 | $941.9M | $4.71B | 5 | 2026-01-31 | → |
| 46 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $921.8M | $33.19B | 7 | 2025-12-31 | → |
| 47 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | $915.0M | $111.72B | 122 | 2026-03-31 | → |
| 48 | RPA FINANCIAL, LLC | 294105 | $906.8M | $10.88B | 12 | 2026-06-30 | → |
| 49 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | $893.4M | $21.29B | 23 | 2025-07-31 | → |
| 50 | WGI DM, LLC | 334219 | $893.1M | $7.78B | 6 | 2026-03-31 | → |
| 51 | FEDERATED INVESTMENT COUNSELING | 105325 | $880.0M | $207.21B | 213 | 2026-05-31 | → |
| 52 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $874.9M | $88.78B | 101 | 2026-04-30 | → |
| 53 | MEAG NEW YORK CORPORATION | 321962 | $868.0M | $44.87B | 46 | 2026-05-31 | → |
| 54 | NLG CAPITAL, LLC | 109396 | $862.0M | $46.55B | 54 | 2026-03-31 | → |
| 55 | MEEDER PUBLIC FUNDS, INC. | 106816 | $861.8M | $70.16B | 77 | 2026-06-30 | → |
| 56 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $858.1M | $25.84B | 30 | 2026-03-31 | → |
| 57 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | $848.0M | $5.09B | 6 | 2025-05-31 | → |
| 58 | CLEAR INVESTMENT RESEARCH, LLC | 172685 | $814.5M | $4.19B | 5 | 2026-03-31 | → |
| 59 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $800.9M | $29.35B | 36 | 2026-03-31 | → |
| 60 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | $799.0M | $11.51B | 7 | 2026-03-31 | → |
| 61 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $797.9M | $267.16B | 262 | 2026-04-30 | → |
| 62 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $795.9M | $22.77B | 11 | 2026-03-31 | → |
| 63 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $785.2M | $24.09B | 30 | 2026-06-30 | → |
| 64 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $782.7M | $194.82B | 235 | 2026-06-30 | → |
| 65 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $772.0M | $21.93B | 28 | 2026-03-31 | → |
| 66 | NORTHWEST CAPITAL MANAGEMENT INC | 108091 | $766.8M | $8.52B | 11 | 2026-05-31 | → |
| 67 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | $766.1M | $4.60B | 6 | 2026-05-31 | → |
| 68 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $759.2M | $14.73B | 17 | 2026-03-31 | → |
| 69 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | 332278 | $752.0M | $4.60B | 5 | 2026-03-31 | → |
| 70 | CAPITAL RESEARCH & CONSULTING LLC | 109868 | $748.2M | $5.99B | 8 | 2026-06-30 | → |
| 71 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $746.8M | $15.42B | 19 | 2026-03-31 | → |
| 72 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $737.6M | $59.78B | 78 | 2026-04-30 | → |
| 73 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $727.0M | $80.27B | 89 | 2026-03-31 | → |
| 74 | NISA INVESTMENT ADVISORS, LLC | 107313 | $724.5M | $343.89B | 417 | 2026-03-31 | → |
| 75 | REGIONS INVESTMENT MANAGEMENT, INC. | 111715 | $719.3M | $20.14B | 28 | 2026-03-31 | → |
| 76 | HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | $717.2M | $12.19B | 17 | 2025-03-31 | → |
| 77 | LEE OVERLAY PARTNERS LTD | 110822 | $708.4M | $21.26B | 30 | 2025-09-30 | → |
| 78 | CHANDLER ASSET MANAGEMENT INC | 107287 | $703.8M | $45.31B | 54 | 2026-03-31 | → |
| 79 | VERATIS ADVISORS, INC. | 117892 | $701.4M | $5.99B | 8 | 2026-03-31 | → |
| 80 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $698.1M | $187.35B | 227 | 2026-06-30 | → |
| 81 | CAPITAL ADVISORS GROUP, INC | 112000 | $697.4M | $23.03B | 33 | 2026-03-31 | → |
| 82 | PAYDEN & RYGEL | 107160 | $693.5M | $158.23B | 194 | 2026-03-31 | → |
| 83 | USI ADVISORS, INC. | 108113 | $692.4M | $56.28B | 79 | 2026-03-31 | → |
| 84 | NUMERIC INVESTORS LLC | 131684 | $689.7M | $94.40B | 54 | 2026-04-30 | → |
| 85 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $687.3M | $21.32B | 25 | 2026-03-31 | → |
| 86 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $683.1M | $20.09B | 27 | 2026-06-30 | → |
| 87 | PGIM MULTI-ASSET SOLUTIONS LLC | 136274 | $673.4M | $26.26B | 39 | 2025-03-31 | → |
| 88 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $661.3M | $208.39B | 115 | 2026-03-31 | → |
| 89 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | $653.4M | $24.42B | 37 | 2026-03-31 | → |
| 90 | PINE RIDGE ADVISERS LLC | 296362 | $653.1M | $14.42B | 14 | 2026-03-31 | → |
| 91 | SHUSTER ADVISORY GROUP, LLC | 170233 | $641.2M | $10.32B | 15 | 2026-05-31 | → |
| 92 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $636.4M | $39.46B | 62 | 2026-03-31 | → |
| 93 | PRECEPT ADVISORY GROUP LLC | 152776 | $626.1M | $5.01B | 8 | 2025-03-31 | → |
| 94 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $625.3M | $22.77B | 14 | 2026-03-31 | → |
| 95 | ANCALA PARTNERS LLC | 333844 | $622.3M | $4.36B | 7 | 2026-04-30 | → |
| 96 | CAPFINANCIAL PARTNERS, LLC | 175112 | $619.5M | $1.24T | 1,841 | 2026-05-31 | → |
| 97 | HAYS FINANCIAL GROUP, LLC | 306877 | $612.6M | $7.45B | 12 | 2026-03-31 | → |
| 98 | SIERRA INVESTMENT PARTNERS, INC. | 110954 | $611.3M | $5.50B | 9 | 2026-03-31 | → |
| 99 | SETANTA ASSET MANAGEMENT LTD | 281781 | $609.6M | $15.02B | 24 | 2025-03-31 | → |
| 100 | BPS CAPITAL MANAGEMENT, INC. | 120006 | $604.7M | $3.10B | 5 | 2026-01-31 | → |
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