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 | |
|---|---|---|---|---|---|---|---|
| 201 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $342.8M | $169.58B | 464 | 2026-06-30 | → |
| 202 | FOREST CAPITAL MANAGEMENT, LLC | 171659 | $340.9M | $3.75B | 11 | 2026-03-31 | → |
| 203 | DAIWA ASSET MANAGEMENT (AMERICA) LTD. | 126191 | $340.6M | $5.96B | 12 | 2026-06-30 | → |
| 204 | JOHNSON STERLING, INC. | 106379 | $340.4M | $3.90B | 10 | 2026-03-31 | → |
| 205 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | $340.2M | $8.55B | 22 | 2026-03-31 | → |
| 206 | TOWNSQUARE CAPITAL, LLC | 288576 | $340.1M | $18.07B | 53 | 2026-03-31 | → |
| 207 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $339.9M | $15.47B | 41 | 2026-03-31 | → |
| 208 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $339.5M | $35.51B | 94 | 2026-03-31 | → |
| 209 | INVESTURE, LLC | 130099 | $338.8M | $38.52B | 51 | 2026-03-31 | → |
| 210 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | $338.5M | $4.40B | 13 | 2026-04-30 | → |
| 211 | FEDERATED HERMES (UK) LLP | 169087 | $335.9M | $24.72B | 11 | 2026-03-31 | → |
| 212 | WILSHIRE ADVISORS LLC | 6210 | $335.4M | $149.10B | 307 | 2026-06-30 | → |
| 213 | GRANGER MANAGEMENT LLC | 168096 | $333.8M | $4.92B | 12 | 2026-03-31 | → |
| 214 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $331.3M | $69.23B | 186 | 2026-03-31 | → |
| 215 | TODD ASSET MANAGEMENT LLC | 109473 | $330.4M | $6.18B | 18 | 2026-03-31 | → |
| 216 | AMERICAN BEACON ADVISORS, INC. | 105552 | $329.0M | $59.93B | 121 | 2026-03-31 | → |
| 217 | RETIREMENT RESOURCES INVESTMENT CORPORATION | 47723 | $326.4M | $2.44B | 7 | 2026-04-30 | → |
| 218 | GAMMA INVESTING LLC | 312573 | $326.0M | $2.28B | 7 | 2026-03-31 | → |
| 219 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $324.6M | $12.97B | 31 | 2026-05-31 | → |
| 220 | IMPACTASSETS CAPITAL PARTNERS PB LLC | 317840 | $324.6M | $4.95B | 15 | 2026-06-30 | → |
| 221 | VERITAS ASSET MANAGEMENT LLP | 174314 | $324.0M | $19.13B | 42 | 2026-03-31 | → |
| 222 | FIL INVESTMENT ADVISORS | 111103 | $320.5M | $8.65B | 7 | 2026-03-31 | → |
| 223 | PGIM, INC. | 105676 | $318.7M | $1.13T | 1,990 | 2026-04-30 | → |
| 224 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $318.0M | $123.58B | 322 | 2026-03-31 | → |
| 225 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $317.7M | $96.77B | 102 | 2026-03-31 | → |
| 226 | PENSION CONSULTANTS INC | 113914 | $315.6M | $5.42B | 17 | 2026-03-31 | → |
| 227 | MACKAY SHIELDS LLC | 107717 | $314.8M | $159.52B | 206 | 2026-04-30 | → |
| 228 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | 328876 | $313.1M | $2.82B | 9 | 2026-03-31 | → |
| 229 | DHK FINANCIAL ADVISORS INC | 106126 | $310.7M | $1.68B | 5 | 2025-03-31 | → |
| 230 | VOYA RETIREMENT ADVISORS, LLC | 3989 | $309.7M | $37.47B | 121 | 2026-03-31 | → |
| 231 | FIDUCIENT ADVISORS LLC | 106720 | $306.7M | $97.54B | 210 | 2026-03-31 | → |
| 232 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $306.4M | $50.42B | 122 | 2026-03-31 | → |
| 233 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $304.8M | $29.29B | 32 | 2026-03-31 | → |
| 234 | M&G INVESTMENTS (USA) INC. | 305254 | $304.8M | $14.32B | 47 | 2026-03-31 | → |
| 235 | EAST END ADVISORS, LLC | 147144 | $302.6M | $6.06B | 17 | 2026-04-30 | → |
| 236 | DUPONT CAPITAL MANAGEMENT CORP | 107145 | $301.9M | $10.09B | 33 | 2026-01-31 | → |
| 237 | HECK CAPITAL ADVISORS, LLC | 143848 | $301.7M | $11.31B | 30 | 2026-03-31 | → |
| 238 | PANAGORA ASSET MANAGEMENT INC | 105201 | $300.7M | $44.13B | 110 | 2026-03-31 | → |
| 239 | APG ASSET MANAGEMENT US, INC | 160795 | $297.1M | $141.33B | 183 | 2026-03-31 | → |
| 240 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $296.2M | $54.13B | 46 | 2026-03-31 | → |
| 241 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | $296.1M | $8.25B | 11 | 2026-03-31 | → |
| 242 | NEBRODI PARTNERS, LLC | 174280 | $295.8M | $1.48B | 5 | 2026-03-31 | → |
| 243 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $294.9M | $88.80B | 217 | 2026-03-31 | → |
| 244 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | $294.7M | $2.93B | 9 | 2026-03-31 | → |
| 245 | S.B. VALUE PARTNERS, L.P. | 139162 | $293.5M | $3.89B | 13 | 2026-03-31 | → |
| 246 | LINCOLN ADVISORY GROUP, LLC | 114003 | $293.0M | $3.22B | 11 | 2026-03-31 | → |
| 247 | CARSON GROUP INVESTING, LLC | 291744 | $292.6M | $2.05B | 7 | 2026-05-31 | → |
| 248 | THE PALISADES GROUP, LLC | 165609 | $290.7M | $27.78B | 90 | 2026-05-31 | → |
| 249 | STONY POINT CAPITAL LLC | 283066 | $289.6M | $1.49B | 5 | 2026-03-31 | → |
| 250 | NORTHCAPE CAPITAL PTY LTD | 332305 | $288.9M | $9.96B | 32 | 2026-04-30 | → |
| 251 | KKR CREDIT ADVISORS (US) LLC | 146629 | $288.7M | $270.85B | 609 | 2026-03-31 | → |
| 252 | ATTUCKS ASSET MANAGEMENT, LLC | 118891 | $288.5M | $3.86B | 12 | 2026-03-31 | → |
| 253 | LM CAPITAL GROUP, LLC | 120277 | $288.2M | $6.10B | 20 | 2026-03-31 | → |
| 254 | E.P.G., INCORPORATED | 106821 | $287.3M | $3.20B | 11 | 2026-03-31 | → |
| 255 | SAMSUNG ASSET MANAGEMENT COMPANY, LTD. | 158319 | $287.0M | $300.82B | 460 | 2026-04-30 | → |
| 256 | CAPACUITY LLC | 297679 | $285.5M | $13.87B | 40 | 2026-03-31 | → |
| 257 | MERCER INVESTMENTS LLC | 133449 | $284.7M | $226.04B | 714 | 2026-03-31 | → |
| 258 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $284.1M | $12.82B | 39 | 2026-03-31 | → |
| 259 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $283.3M | $14.73B | 52 | 2026-06-30 | → |
| 260 | ALGERT GLOBAL LLC | 125523 | $282.6M | $10.20B | 24 | 2026-05-31 | → |
| 261 | AETOS ALTERNATIVES MANAGEMENT, L.P. | 116761 | $282.4M | $5.80B | 19 | 2026-03-31 | → |
| 262 | FAYEZ SAROFIM & CO., LLC | 106584 | $282.1M | $35.07B | 54 | 2026-05-31 | → |
| 263 | GREGORY J. SCHWARTZ & CO., INC. | 7294 | $281.3M | $10.49B | 30 | 2026-03-31 | → |
| 264 | COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 319703 | $281.3M | $5.87B | 10 | 2026-03-31 | → |
| 265 | SMARTX ADVISORY SOLUTIONS LLC | 297680 | $281.2M | $26.99B | 96 | 2026-03-31 | → |
| 266 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $279.0M | $621.02B | 611 | 2026-05-31 | → |
| 267 | VETA INVESTMENT PARTNERS, LLC | 309023 | $278.9M | $2.79B | 10 | 2026-05-31 | → |
| 268 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $278.1M | $26.70B | 88 | 2026-05-31 | → |
| 269 | SISUNG INVESTMENT MANAGEMENT SERVICES LLC | 107318 | $277.6M | $1.94B | 7 | 2026-03-31 | → |
| 270 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | $277.0M | $121.05B | 419 | 2026-06-30 | → |
| 271 | DISCIPLINA CAPITAL MANAGEMENT, LLC | 167295 | $275.8M | $3.06B | 11 | 2026-03-31 | → |
| 272 | BARINGS LLC | 106006 | $275.8M | $392.75B | 1,101 | 2026-05-31 | → |
| 273 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $274.8M | $240.66B | 588 | 2026-03-31 | → |
| 274 | PANTHEON VENTURES (US) LP | 153425 | $274.5M | $87.69B | 129 | 2026-03-31 | → |
| 275 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | $270.8M | $7.75B | 26 | 2026-03-31 | → |
| 276 | MARQUETTE ASSOCIATES, INC. | 21572 | $270.7M | $47.06B | 147 | 2026-05-31 | → |
| 277 | SKYVIEW INVESTMENT ADVISORS, LLC | 286353 | $270.4M | $8.32B | 21 | 2026-03-31 | → |
| 278 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | $270.3M | $12.97B | 48 | 2026-01-31 | → |
| 279 | WILLIS INVESTMENT COUNSEL INC | 111042 | $269.9M | $4.23B | 13 | 2026-04-30 | → |
| 280 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $269.7M | $159.86B | 231 | 2026-03-31 | → |
| 281 | BTC CAPITAL MANAGEMENT, INC. | 127158 | $266.8M | $4.60B | 17 | 2026-03-31 | → |
| 282 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $266.6M | $44.36B | 65 | 2025-09-30 | → |
| 283 | ACCOLADE INVESTMENT ADVISORY, LLC | 145635 | $266.4M | $1.60B | 6 | 2026-03-31 | → |
| 284 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $266.2M | $28.01B | 70 | 2026-04-30 | → |
| 285 | UX WEALTH PARTNERS LLC | 308983 | $266.0M | $1.87B | 7 | 2026-06-30 | → |
| 286 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $264.2M | $3.44B | 13 | 2026-03-31 | → |
| 287 | MORANT WRIGHT MANAGEMENT LIMITED | 138189 | $263.6M | $7.43B | 12 | 2025-11-30 | → |
| 288 | CAMBRIDGE ASSOCIATES LIMITED, LLC | 106003 | $263.1M | $8.20B | 15 | 2026-03-31 | → |
| 289 | THIRD LAKE PARTNERS, LLC | 299961 | $262.8M | $5.97B | 16 | 2026-03-31 | → |
| 290 | LUMINT CORPORATION | 324443 | $262.1M | $3.67B | 14 | 2026-03-31 | → |
| 291 | ADVANTAGE CAPITAL MANAGEMENT LLC | 171128 | $260.6M | $8.26B | 30 | 2026-05-31 | → |
| 292 | AXA INVESTMENT MANAGERS US INC | 113608 | $258.9M | $79.24B | 167 | 2026-03-31 | → |
| 293 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $258.7M | $156.56B | 100 | 2026-06-30 | → |
| 294 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $258.6M | $62.67B | 239 | 2026-05-31 | → |
| 295 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $258.1M | $39.04B | 74 | 2026-05-31 | → |
| 296 | PARKWAY ADVISORS, L.P. | 112629 | $256.7M | $4.13B | 16 | 2026-03-31 | → |
| 297 | SECOR INVESTMENT ADVISORS, LP | 155235 | $256.4M | $12.76B | 44 | 2026-04-30 | → |
| 298 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $253.8M | $149.48B | 309 | 2026-06-30 | → |
| 299 | KESTRA INVESTMENT MANAGEMENT, LLC. | 317711 | $253.7M | $4.31B | 17 | 2026-06-30 | → |
| 300 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | $252.9M | $4.40B | 12 | 2026-03-31 | → |
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