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 | |
|---|---|---|---|---|---|---|---|
| 901 | ST. DENIS J. VILLERE & CO., LLC | 105159 | $73.2M | $1.40B | 5 | 2026-05-31 | → |
| 902 | HUDSON EDGE INVESTMENT PARTNERS, INC. | 104870 | $73.2M | $2.95B | 16 | 2026-04-30 | → |
| 903 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $72.8M | $8.93B | 34 | 2026-04-30 | → |
| 904 | POLARIS CAPITAL MANAGEMENT, LLC | 106278 | $72.7M | $5.45B | 18 | 2026-01-31 | → |
| 905 | RESEARCH AFFILIATES, LLC | 120440 | $72.7M | $27.84B | 66 | 2026-03-31 | → |
| 906 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $72.6M | $13.78B | 86 | 2026-05-31 | → |
| 907 | M.D. SASS, LLC | 110590 | $72.6M | $2.06B | 19 | 2026-03-31 | → |
| 908 | BG INVESTMENT SERVICES, INC. | 281716 | $72.3M | $868.5M | 7 | 2026-01-31 | → |
| 909 | KAYE CAPITAL MANAGEMENT | 109329 | $72.2M | $743.2M | 6 | 2025-02-28 | → |
| 910 | VANTAGE INFRASTRUCTURE (USA) INC. | 157458 | $72.2M | $1.47B | 5 | 2026-03-31 | → |
| 911 | FRANKLIN PARK ASSOCIATES, LLC | 126508 | $72.2M | $10.21B | 29 | 2026-03-31 | → |
| 912 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $71.9M | $40.58B | 103 | 2026-03-31 | → |
| 913 | COHEN & STEERS ASIA LIMITED | 135661 | $71.6M | $2.95B | 18 | 2026-03-31 | → |
| 914 | ETON ADVISORS GROUP, LLC | 289395 | $71.5M | $1.89B | 11 | 2026-03-31 | → |
| 915 | CONNING INVESTMENT PRODUCTS, INC. | 120387 | $71.5M | $572.0M | 8 | 2026-03-31 | → |
| 916 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $71.5M | $9.89B | 44 | 2026-06-30 | → |
| 917 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $71.2M | $7.90B | 41 | 2026-03-31 | → |
| 918 | INVESTMENT RESEARCH PARTNERS LLC | 304315 | $71.2M | $512.4M | 6 | 2026-03-31 | → |
| 919 | TRUSTON ASSET MANAGEMENT CO., LTD. | 161610 | $71.2M | $13.75B | 103 | 2026-02-28 | → |
| 920 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $70.9M | $12.75B | 53 | 2026-04-30 | → |
| 921 | FOSUN ASSET MANAGEMENT LIMITED | 288360 | $70.7M | $1.49B | 19 | 2026-03-31 | → |
| 922 | EMBREE FINANCIAL GROUP | 108233 | $70.7M | $2.64B | 19 | 2026-02-28 | → |
| 923 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | $70.7M | $177.71B | 1,022 | 2026-06-30 | → |
| 924 | CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | 164517 | $70.7M | $353.3M | 5 | 2026-04-30 | → |
| 925 | ASHOKA WHITEOAK CAPITAL PTE. LTD. | 299712 | $70.6M | $5.38B | 23 | 2026-06-30 | → |
| 926 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $70.6M | $65.60B | 388 | 2026-04-30 | → |
| 927 | SBI FUNDS MANAGEMENT LIMITED | 142968 | $70.4M | $219.93B | 2,463 | 2026-06-30 | → |
| 928 | REDWOOD INVESTMENTS, LLC | 133028 | $70.3M | $710.1M | 6 | 2026-05-31 | → |
| 929 | HARDY REED, LLC | 141024 | $70.2M | $2.89B | 18 | 2026-04-30 | → |
| 930 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $70.2M | $51.63B | 711 | 2026-03-31 | → |
| 931 | ANCORA ADVISORS LLC | 124674 | $70.1M | $4.61B | 46 | 2026-03-31 | → |
| 932 | PROVIDENT TRUST COMPANY | 110118 | $70.0M | $6.86B | 12 | 2026-04-30 | → |
| 933 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $70.0M | $12.22B | 34 | 2026-03-31 | → |
| 934 | DENALI ADVISORS, LLC | 110242 | $69.9M | $1.39B | 14 | 2026-03-31 | → |
| 935 | DENHAM CAPITAL MANAGEMENT LP | 156605 | $69.8M | $5.26B | 29 | 2026-03-31 | → |
| 936 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $69.8M | $5.02B | 43 | 2026-05-31 | → |
| 937 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $69.7M | $41.48B | 94 | 2026-06-30 | → |
| 938 | NASSAU GLOBAL CREDIT LLC | 287937 | $69.7M | $6.43B | 16 | 2026-03-31 | → |
| 939 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $69.7M | $13.99B | 78 | 2026-06-30 | → |
| 940 | RETIRERIGHT, LLC | 300925 | $69.6M | $561.1M | 5 | 2026-03-31 | → |
| 941 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | $69.4M | $13.88B | 200 | 2026-03-31 | → |
| 942 | WAYCROSS PARTNERS, LLC | 153838 | $69.3M | $1.18B | 13 | 2026-06-30 | → |
| 943 | SENDERO WEALTH MANAGEMENT, LLC | 145594 | $69.2M | $6.51B | 41 | 2026-03-31 | → |
| 944 | APEXIUM FINANCIAL LP | 283726 | $69.2M | $4.02B | 15 | 2025-10-31 | → |
| 945 | FOREST INVESTMENT ASSOCIATES L.P. | 110163 | $68.9M | $5.24B | 55 | 2026-04-30 | → |
| 946 | AUREON PARTNERS LLC | 338348 | $68.7M | $481.0M | 7 | 2026-03-31 | → |
| 947 | LUNT CAPITAL MANAGEMENT INC. | 125183 | $68.7M | $601.5M | 7 | 2026-03-31 | → |
| 948 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $68.6M | $11.31B | 79 | 2026-06-30 | → |
| 949 | ZUNA, LLC | 306113 | $68.5M | $411.3M | 6 | 2026-03-31 | → |
| 950 | POPLAR FOREST CAPITAL LLC | 145250 | $68.4M | $1.28B | 10 | 2025-03-31 | → |
| 951 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $68.3M | $14.38B | 39 | 2026-03-31 | → |
| 952 | CANTERBURY CONSULTING INCORPORATED | 22875 | $68.3M | $45.88B | 64 | 2026-05-31 | → |
| 953 | MOERUS CAPITAL MANAGEMENT LLC | 282399 | $68.2M | $893.1M | 8 | 2026-03-31 | → |
| 954 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $67.7M | $17.83B | 138 | 2026-04-30 | → |
| 955 | CONESTOGA CAPITAL ADVISORS, LLC | 111750 | $67.5M | $6.94B | 18 | 2026-03-31 | → |
| 956 | CREATIVE PLANNING, LLC | 105348 | $67.1M | $295.57B | 1,650 | 2026-03-31 | → |
| 957 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $66.7M | $25.39B | 204 | 2026-06-30 | → |
| 958 | MARBLE WEALTH, LLC | 335291 | $66.5M | $1.05B | 6 | 2026-04-30 | → |
| 959 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $66.5M | $11.05B | 28 | 2026-03-31 | → |
| 960 | ST. JAMES INVESTMENT ADVISORS, LLC | 283880 | $66.4M | $511.5M | 7 | 2026-02-28 | → |
| 961 | ACCUMULUS CAPITAL MANAGEMENT, LLC | 160501 | $66.3M | $1.74B | 10 | 2026-02-28 | → |
| 962 | PASI INVESTMENTS, LLC | 145640 | $66.3M | $676.3M | 8 | 2026-03-31 | → |
| 963 | GAM USA INC. | 110458 | $66.2M | $1.55B | 14 | 2026-03-31 | → |
| 964 | ST. JAMES INVESTMENT COMPANY, LLC | 124777 | $66.2M | $660.6M | 6 | 2026-03-31 | → |
| 965 | CAPITOLIS ADVISORS LLC | 290462 | $66.2M | $4.50B | 68 | 2026-04-30 | → |
| 966 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $66.1M | $14.89B | 56 | 2026-03-31 | → |
| 967 | PEREGRINE CAPITAL MANAGEMENT, LLC | 110052 | $66.0M | $4.07B | 28 | 2026-03-31 | → |
| 968 | HARRIS ASSOCIATES LP | 106960 | $65.9M | $109.48B | 221 | 2026-03-31 | → |
| 969 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | $65.9M | $1.67B | 24 | 2026-05-31 | → |
| 970 | RUSH ISLAND MANAGEMENT, LP | 291275 | $65.9M | $2.02B | 7 | 2026-03-31 | → |
| 971 | ITAU USA ASSET MANAGEMENT INC. | 156313 | $65.8M | $9.27B | 26 | 2026-03-31 | → |
| 972 | PICTET NORTH AMERICA ADVISORS SA | 142512 | $65.6M | $5.30B | 18 | 2026-05-31 | → |
| 973 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $65.6M | $70.14B | 320 | 2026-06-30 | → |
| 974 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $65.6M | $28.66B | 37 | 2026-03-31 | → |
| 975 | COHO PARTNERS, LTD. | 111335 | $65.5M | $2.20B | 18 | 2025-03-31 | → |
| 976 | ODEON CAPITAL ADVISORS LLC | 307619 | $65.4M | $967.5M | 14 | 2026-03-31 | → |
| 977 | SATHER FINANCIAL GROUP, INC. | 109344 | $65.4M | $2.27B | 9 | 2026-01-31 | → |
| 978 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $65.1M | $7.62B | 42 | 2026-03-31 | → |
| 979 | SILVERBACK ASSET MANAGEMENT, LLC | 141407 | $64.9M | $1.19B | 12 | 2026-03-31 | → |
| 980 | WEALTH ADVISORY GROUP, INC. | 122269 | $64.9M | $666.9M | 7 | 2025-10-31 | → |
| 981 | RREEF AMERICA L.L.C. | 109596 | $64.8M | $34.34B | 175 | 2026-05-31 | → |
| 982 | EMERALD INVESTMENT ADVISERS, LLC | 338769 | $64.8M | $2.26B | 12 | 2026-01-31 | → |
| 983 | ALTIUM INVESTMENT STRATEGIES LLC | 333950 | $64.7M | $517.7M | 8 | 2026-03-31 | → |
| 984 | ADVISOR PARTNERS II, LLC | 321633 | $64.6M | $13.91B | 26 | 2026-03-31 | → |
| 985 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | $64.6M | $4.06B | 30 | 2026-02-28 | → |
| 986 | WESTERN ASSET MANAGEMENT COMPANY LTD | 143388 | $64.6M | $2.58B | 6 | 2025-12-31 | → |
| 987 | FRANKLIN ADVISERS, INC. | 104517 | $64.5M | $509.45B | 384 | 2026-05-31 | → |
| 988 | SKBA CAPITAL MANAGEMENT, LLC | 108542 | $64.3M | $732.0M | 10 | 2026-04-30 | → |
| 989 | WHALEROCK POINT PARTNERS, LLC | 140781 | $64.3M | $1.04B | 6 | 2026-01-31 | → |
| 990 | ARIEL INVESTMENTS, LLC | 108211 | $64.1M | $12.78B | 109 | 2026-04-30 | → |
| 991 | TWELVE POINTS WEALTH MANAGEMENT LLC | 171107 | $63.6M | $2.24B | 25 | 2026-05-31 | → |
| 992 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | $63.6M | $4.51B | 34 | 2026-03-31 | → |
| 993 | DIMENSION CAPITAL MANAGEMENT LLC | 109380 | $63.3M | $7.29B | 50 | 2026-03-31 | → |
| 994 | KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286032 | $63.2M | $4.70B | 9 | 2026-06-30 | → |
| 995 | AARON WEALTH ADVISORS LLC | 298079 | $63.1M | $4.29B | 16 | 2026-05-31 | → |
| 996 | LONG FOCUS CAPITAL MANAGEMENT LLC | 322024 | $62.8M | $2.44B | 11 | 2026-03-31 | → |
| 997 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $62.7M | $183.62B | 496 | 2026-03-31 | → |
| 998 | CALLAN FAMILY OFFICE, LLC | 317446 | $62.6M | $10.21B | 49 | 2026-03-31 | → |
| 999 | TPG FINANCIAL ADVISORS, LLC | 141153 | $62.6M | $2.22B | 21 | 2026-03-31 | → |
| 1000 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $62.5M | $8.98B | 54 | 2026-06-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30