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 | |
|---|---|---|---|---|---|---|---|
| 301 | NS PARTNERS LTD | 110625 | $252.8M | $5.86B | 21 | 2026-06-30 | → |
| 302 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $251.1M | $11.14B | 23 | 2025-09-30 | → |
| 303 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $250.8M | $199.66B | 452 | 2026-05-31 | → |
| 304 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $249.8M | $31.28B | 68 | 2026-06-30 | → |
| 305 | BRAVE WARRIOR ADVISORS, LLC | 108894 | $249.0M | $5.64B | 6 | 2026-04-30 | → |
| 306 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $248.6M | $1.43T | 1,868 | 2026-03-31 | → |
| 307 | CERITY PARTNERS OCIO LLC | 151916 | $248.6M | $21.13B | 61 | 2026-03-31 | → |
| 308 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | 285366 | $248.4M | $7.26B | 29 | 2026-03-31 | → |
| 309 | CKW FINANCIAL GROUP, LLC | 152116 | $248.0M | $2.53B | 7 | 2026-03-31 | → |
| 310 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $247.6M | $23.79B | 26 | 2026-03-31 | → |
| 311 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $247.2M | $386.88B | 728 | 2026-03-31 | → |
| 312 | ORG PORTFOLIO MANAGEMENT LLC | 130198 | $246.9M | $6.38B | 22 | 2026-03-31 | → |
| 313 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | 319289 | $245.0M | $3.83B | 9 | 2026-05-31 | → |
| 314 | EHLERS INVESTMENT PARTNERS, LLC | 146385 | $244.1M | $3.17B | 13 | 2025-09-30 | → |
| 315 | HAUSER RETIREMENT SOLUTIONS 2 LLC | 299959 | $243.0M | $1.21B | 5 | 2026-04-30 | → |
| 316 | ALLIANT RETIREMENT SERVICES, LLC | 167970 | $242.9M | $7.37B | 30 | 2026-04-30 | → |
| 317 | NEW FRONTIER ADVISORS, LLC | 147181 | $242.6M | $3.99B | 16 | 2026-03-31 | → |
| 318 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $242.2M | $17.75B | 65 | 2026-03-31 | → |
| 319 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $242.0M | $40.90B | 151 | 2026-05-31 | → |
| 320 | SHEPHERD KAPLAN LLC | 128244 | $241.8M | $10.16B | 42 | 2026-03-31 | → |
| 321 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $241.4M | $49.31B | 133 | 2026-04-30 | → |
| 322 | TWO WEST CAPITAL ADVISORS LLC | 154543 | $240.9M | $3.89B | 15 | 2026-05-31 | → |
| 323 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $240.5M | $184.81B | 210 | 2026-01-31 | → |
| 324 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | $238.8M | $10.88B | 34 | 2026-03-31 | → |
| 325 | BLACK LAKE INVESTMENTS LLC | 334605 | $237.9M | $1.19B | 5 | 2026-04-30 | → |
| 326 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $237.8M | $9.57B | 34 | 2026-03-31 | → |
| 327 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $237.7M | $36.11B | 128 | 2026-03-31 | → |
| 328 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $235.5M | $12.27B | 48 | 2025-12-31 | → |
| 329 | OAK CITY CONSULTING, LLC | 162220 | $235.3M | $1.43B | 6 | 2026-03-31 | → |
| 330 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $235.0M | $274.95B | 859 | 2026-03-31 | → |
| 331 | CSM ADVISORS, LLC | 306128 | $234.3M | $11.65B | 44 | 2026-05-31 | → |
| 332 | WESTERN ASSET MANAGEMENT COMPANY PTE LTD | 142188 | $233.2M | $2.80B | 9 | 2026-06-30 | → |
| 333 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $231.4M | $20.18B | 33 | 2026-04-30 | → |
| 334 | DONALD SMITH & CO., INC. | 104947 | $228.9M | $5.60B | 11 | 2026-03-31 | → |
| 335 | RGM CAPITAL, LLC | 136634 | $228.0M | $2.60B | 7 | 2026-03-31 | → |
| 336 | NEW CENTURY ADVISORS, LLC | 122478 | $227.3M | $4.31B | 18 | 2026-03-31 | → |
| 337 | PARADICE INVESTMENT MANAGEMENT LLC | 164411 | $227.0M | $1.39B | 5 | 2025-12-31 | → |
| 338 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $226.6M | $65.44B | 157 | 2026-05-31 | → |
| 339 | PINEBRIDGE INVESTMENTS LLC | 285211 | $226.1M | $76.73B | 239 | 2026-05-31 | → |
| 340 | BLUE GROTTO CAPITAL, LLC | 299869 | $226.0M | $2.10B | 6 | 2026-03-31 | → |
| 341 | MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC | 117868 | $225.9M | $1.38B | 6 | 2026-06-30 | → |
| 342 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $225.8M | $3.52T | 3,194 | 2026-06-30 | → |
| 343 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | $225.8M | $19.19B | 85 | 2026-06-30 | → |
| 344 | MAINSTREET INVESTMENT ADVISORS LLC | 146615 | $225.1M | $5.86B | 26 | 2026-03-31 | → |
| 345 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $225.0M | $684.78B | 1,109 | 2026-04-30 | → |
| 346 | PCA INVESTMENT ADVISORY SERVICES, INC. | 123475 | $224.6M | $4.31B | 15 | 2026-03-31 | → |
| 347 | ACADIAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | 322795 | $223.6M | $5.71B | 19 | 2026-03-31 | → |
| 348 | VERUS ADVISORY, INC. | 110565 | $223.4M | $19.43B | 87 | 2026-03-31 | → |
| 349 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $221.9M | $62.24B | 103 | 2026-03-31 | → |
| 350 | MARTIN & COMPANY, INC | 108718 | $221.6M | $1.65B | 6 | 2026-05-31 | → |
| 351 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $220.9M | $97.82B | 248 | 2026-06-30 | → |
| 352 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $218.5M | $18.30B | 27 | 2026-03-31 | → |
| 353 | PRODIGY ASSET MANAGEMENT LLC | 106457 | $218.4M | $2.44B | 9 | 2026-06-30 | → |
| 354 | KAISER PARTNER FINANCIAL ADVISORS LTD. | 149431 | $217.5M | $1.76B | 6 | 2026-04-30 | → |
| 355 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $216.1M | $155.41B | 648 | 2026-04-30 | → |
| 356 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | $216.0M | $6.34B | 24 | 2026-06-30 | → |
| 357 | COOKE & BIELER, L.P. | 113859 | $215.6M | $10.56B | 32 | 2026-03-31 | → |
| 358 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | 105455 | $215.4M | $48.44B | 123 | 2026-03-31 | → |
| 359 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $214.7M | $50.44B | 161 | 2026-06-30 | → |
| 360 | HARVEY PARTNERS, LLC | 160681 | $214.6M | $1.23B | 5 | 2026-03-31 | → |
| 361 | OBSIDIAN CIO, LLC | 289000 | $214.0M | $1.28B | 6 | 2026-06-30 | → |
| 362 | HOSKING PARTNERS LLP | 173527 | $213.9M | $6.95B | 28 | 2026-04-30 | → |
| 363 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $213.7M | $6.09B | 17 | 2026-03-31 | → |
| 364 | PROMETHOS CAPITAL, LLC | 300915 | $211.6M | $1.27B | 6 | 2026-04-30 | → |
| 365 | STEGNER INVESTMENT ASSOCIATES INC | 107480 | $211.5M | $2.77B | 10 | 2026-03-31 | → |
| 366 | TRUE LINK FINANCIAL ADVISORS, LLC | 281870 | $210.5M | $1.89B | 7 | 2026-03-31 | → |
| 367 | STACEY BRAUN ASSOCIATES INC | 105056 | $209.0M | $5.50B | 17 | 2026-03-31 | → |
| 368 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $208.6M | $40.25B | 193 | 2026-04-30 | → |
| 369 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | 161684 | $208.0M | $6.35B | 30 | 2026-05-31 | → |
| 370 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $207.3M | $11.29B | 16 | 2026-05-31 | → |
| 371 | INTERMEDE INVESTMENT PARTNERS LIMITED | 175312 | $206.5M | $3.99B | 17 | 2026-05-31 | → |
| 372 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $205.3M | $326.70B | 1,116 | 2026-04-30 | → |
| 373 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | $205.3M | $4.25B | 20 | 2026-03-31 | → |
| 374 | COMMONFUND OCIO, INC. | 110689 | $204.2M | $22.66B | 42 | 2025-12-31 | → |
| 375 | SENTINEL PENSION ADVISORS, LLC | 109901 | $204.0M | $11.94B | 53 | 2026-05-31 | → |
| 376 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $203.4M | $54.28B | 88 | 2026-03-31 | → |
| 377 | TRB WEALTH MANAGEMENT, LLC | 309370 | $202.0M | $3.74B | 15 | 2026-03-31 | → |
| 378 | MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | $201.4M | $10.09B | 50 | 2026-03-31 | → |
| 379 | PASSAIC PARTNERS LLC | 313290 | $200.9M | $2.24B | 9 | 2026-03-31 | → |
| 380 | CAMDEN ASSET MANAGEMENT L P | 106772 | $200.5M | $11.17B | 19 | 2026-06-30 | → |
| 381 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $199.6M | $66.67B | 162 | 2026-03-31 | → |
| 382 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $199.6M | $24.40B | 61 | 2026-03-31 | → |
| 383 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $199.5M | $105.65B | 477 | 2026-05-31 | → |
| 384 | NZS CAPITAL LLC | 305093 | $199.2M | $4.06B | 9 | 2026-04-30 | → |
| 385 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $197.7M | $21.19B | 96 | 2026-05-31 | → |
| 386 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $197.7M | $15.23B | 47 | 2026-03-31 | → |
| 387 | RICHMOND CAPITAL MANAGEMENT INC | 104636 | $196.4M | $5.93B | 20 | 2026-03-31 | → |
| 388 | ACUITAS INVESTMENTS, LLC | 155782 | $196.1M | $1.48B | 7 | 2026-04-30 | → |
| 389 | HUB INVESTMENT ADVISORS, INC | 164600 | $194.6M | $2.07B | 9 | 2026-01-31 | → |
| 390 | LAKE HILL CAPITAL MANAGEMENT, LLC | 166526 | $194.3M | $1.58B | 8 | 2026-03-31 | → |
| 391 | AGILE INVESTMENT MANAGEMENT, LLC | 331966 | $194.2M | $1.17B | 6 | 2026-03-31 | → |
| 392 | NINETY ONE NORTH AMERICA, INC. | 167922 | $193.4M | $41.47B | 68 | 2026-06-30 | → |
| 393 | MAS ADVISORS LLC | 165906 | $193.4M | $2.56B | 13 | 2026-03-31 | → |
| 394 | KELLOGG ASSET MANAGEMENT, LLC | 150031 | $193.3M | $2.86B | 9 | 2026-03-31 | → |
| 395 | INGHAM RUSSELL INVESTMENT ADVISORS INC | 106299 | $193.0M | $2.62B | 10 | 2026-03-31 | → |
| 396 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | $193.0M | $6.84B | 12 | 2026-06-30 | → |
| 397 | PNC CAPITAL ADVISORS LLC | 151829 | $192.5M | $50.88B | 258 | 2026-03-31 | → |
| 398 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $191.4M | $351.32B | 519 | 2026-04-30 | → |
| 399 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $189.6M | $37.50B | 195 | 2026-03-31 | → |
| 400 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $189.3M | $23.79B | 34 | 2026-03-31 | → |
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