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 | |
|---|---|---|---|---|---|---|---|
| 401 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $187.8M | $676.69B | 1,589 | 2026-06-30 | → |
| 402 | ADVUS FINANCIAL PARTNERS, LLC | 311990 | $187.8M | $3.97B | 16 | 2026-06-30 | → |
| 403 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $187.3M | $24.57B | 49 | 2026-03-31 | → |
| 404 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $187.1M | $69.79B | 255 | 2026-03-31 | → |
| 405 | THE ROCK CREEK GROUP, LP | 125409 | $186.7M | $18.38B | 62 | 2026-05-31 | → |
| 406 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $184.8M | $40.65B | 149 | 2026-04-30 | → |
| 407 | ATRIA INVESTMENTS, INC. | 143593 | $184.1M | $11.05B | 60 | 2026-03-31 | → |
| 408 | HOISINGTON INVESTMENT MANAGEMENT CO | 107710 | $183.4M | $1.79B | 9 | 2026-03-31 | → |
| 409 | LPC REALTY ADVISORS I, LLC | 112175 | $183.3M | $1.65B | 9 | 2026-03-31 | → |
| 410 | IRONVINE CAPITAL PARTNERS, LLC | 168892 | $182.4M | $1.14B | 5 | 2026-05-31 | → |
| 411 | LATASH INVESTMENTS, LLC | 128012 | $182.4M | $1.74B | 8 | 2026-03-31 | → |
| 412 | CIM INVESTMENT MANAGEMENT INC | 106292 | $182.2M | $1.28B | 7 | 2026-03-31 | → |
| 413 | CIGNA INVESTMENTS, INC. | 105811 | $181.7M | $25.76B | 108 | 2026-03-31 | → |
| 414 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $181.1M | $34.91B | 95 | 2026-03-31 | → |
| 415 | STONEBRIDGE FINANCIAL GROUP, LLC | 337972 | $180.9M | $2.40B | 10 | 2026-06-30 | → |
| 416 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $180.6M | $9.45B | 20 | 2026-05-31 | → |
| 417 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $180.6M | $588.22B | 574 | 2026-03-31 | → |
| 418 | FIDUCIARY SERVICES LLC | 314777 | $180.1M | $1.26B | 7 | 2025-03-31 | → |
| 419 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $179.3M | $28.64B | 35 | 2026-03-31 | → |
| 420 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $178.5M | $5.52B | 17 | 2026-03-31 | → |
| 421 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | $178.4M | $1.16B | 6 | 2026-03-31 | → |
| 422 | MARKETS INFRASTRUCTURE PARTNERS LP | 335487 | $178.4M | $1.11B | 6 | 2026-05-31 | → |
| 423 | BLUEPRINT CAPITAL ADVISORS LLC | 282327 | $178.1M | $1.79B | 8 | 2026-03-31 | → |
| 424 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $177.9M | $941.02B | 222 | 2026-03-31 | → |
| 425 | STEEPROCK CAPITAL II LLC | 172775 | $177.7M | $2.63B | 12 | 2026-06-30 | → |
| 426 | LAWLEY RETIREMENT ADVISORS, LLC | 282786 | $177.5M | $2.13B | 12 | 2026-03-31 | → |
| 427 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | $176.9M | $6.30B | 32 | 2025-09-30 | → |
| 428 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | 167243 | $176.7M | $883.7M | 5 | 2026-03-31 | → |
| 429 | R SQUARED BM LLC | 308920 | $176.4M | $3.35B | 15 | 2026-03-31 | → |
| 430 | LCP INSTITUTIONAL, LLC | 325133 | $175.7M | $3.18B | 8 | 2026-03-31 | → |
| 431 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $174.4M | $14.97B | 73 | 2026-06-30 | → |
| 432 | FUND EVALUATION GROUP, LLC | 121658 | $174.2M | $23.86B | 136 | 2026-03-31 | → |
| 433 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $172.1M | $20.29B | 63 | 2026-03-31 | → |
| 434 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | $172.0M | $2.89B | 14 | 2026-03-31 | → |
| 435 | SOUNDWATCH CAPITAL, LLC | 173151 | $171.4M | $1.02B | 5 | 2026-05-31 | → |
| 436 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $171.4M | $23.85B | 35 | 2026-06-30 | → |
| 437 | PGIM LIMITED | 160005 | $170.9M | $76.45B | 299 | 2026-03-31 | → |
| 438 | BLACKROCK ADVISORS, LLC | 106614 | $170.6M | $1.10T | 146 | 2026-05-31 | → |
| 439 | BROAD BAY CAPITAL MANAGEMENT LP | 284341 | $170.1M | $1.89B | 10 | 2026-03-31 | → |
| 440 | FIL INVESTMENT ADVISORS (UK) LTD. | 110970 | $170.0M | $3.55B | 8 | 2026-03-31 | → |
| 441 | RESOLUTION CAPITAL LIMITED | 142409 | $169.6M | $9.39B | 28 | 2025-09-30 | → |
| 442 | FOCUS POINT SOLUTIONS, INC | 131195 | $169.4M | $6.78B | 40 | 2025-06-30 | → |
| 443 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $169.2M | $29.73B | 86 | 2026-03-31 | → |
| 444 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $168.9M | $9.60B | 38 | 2026-03-31 | → |
| 445 | FAI CAPITAL MANAGEMENT | 147025 | $168.4M | $842.1M | 5 | 2026-03-31 | → |
| 446 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $167.9M | $427.71B | 1,394 | 2026-05-31 | → |
| 447 | WHARTON BUSINESS GROUP, LLC | 133722 | $167.5M | $4.57B | 5 | 2026-03-31 | → |
| 448 | TEEWINOT CAPITAL ADVISERS, L.L.C. | 138757 | $166.9M | $1.61B | 9 | 2026-06-30 | → |
| 449 | BLUEPRINT INVESTMENT PARTNERS LLC | 170196 | $166.7M | $1.87B | 9 | 2026-04-30 | → |
| 450 | HANWHA ASSET MANAGEMENT (USA) LTD. | 288464 | $166.1M | $4.00B | 22 | 2026-04-30 | → |
| 451 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | 313457 | $166.0M | $838.0M | 5 | 2026-03-31 | → |
| 452 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | $164.8M | $6.68B | 30 | 2026-05-31 | → |
| 453 | CALLAN LLC | 107687 | $164.6M | $41.94B | 202 | 2026-03-31 | → |
| 454 | INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. | 329155 | $164.3M | $5.19B | 10 | 2026-04-30 | → |
| 455 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $164.1M | $35.08B | 146 | 2026-01-31 | → |
| 456 | CINVEN, INC. | 323534 | $163.9M | $3.28B | 20 | 2026-03-31 | → |
| 457 | JENNISON ASSOCIATES LLC | 107959 | $163.3M | $214.84B | 360 | 2026-03-31 | → |
| 458 | STABLE ASSET MANAGEMENT LP | 309966 | $163.0M | $4.60B | 21 | 2026-06-30 | → |
| 459 | NEWPORT GROUP CONSULTING, LLC | 140944 | $162.9M | $5.05B | 31 | 2026-03-31 | → |
| 460 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $162.7M | $177.46B | 375 | 2026-05-31 | → |
| 461 | ORLEANS CAPITAL MANAGEMENT CORP | 111359 | $162.7M | $2.13B | 12 | 2026-03-31 | → |
| 462 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | $162.6M | $5.89B | 27 | 2026-05-31 | → |
| 463 | THE EDGAR LOMAX COMPANY | 105444 | $162.6M | $1.42B | 8 | 2026-03-31 | → |
| 464 | POST ADVISORY GROUP, LLC | 108860 | $162.4M | $13.03B | 49 | 2026-05-31 | → |
| 465 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $161.9M | $12.85B | 46 | 2026-03-31 | → |
| 466 | SOUTHSTATE ADVISORY, INC. | 153113 | $161.6M | $3.78B | 22 | 2025-06-30 | → |
| 467 | BOFCAL ASSET MANAGEMENT INC. | 166828 | $159.5M | $797.6M | 5 | 2025-03-31 | → |
| 468 | NB ALTERNATIVES ADVISERS LLC | 149822 | $159.4M | $160.24B | 417 | 2026-03-31 | → |
| 469 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | $159.1M | $3.03B | 19 | 2026-03-31 | → |
| 470 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $158.9M | $311.70B | 728 | 2026-05-31 | → |
| 471 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | $158.7M | $2.65B | 15 | 2026-03-31 | → |
| 472 | MONARCH PLAN ADVISORS | 286612 | $158.5M | $792.6M | 5 | 2026-06-30 | → |
| 473 | THE DE BURLO GROUP, INC. | 153435 | $158.2M | $1.13B | 6 | 2026-03-31 | → |
| 474 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $158.2M | $69.09B | 101 | 2026-03-31 | → |
| 475 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $158.0M | $26.76B | 46 | 2026-03-31 | → |
| 476 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $157.9M | $23.95B | 56 | 2026-01-31 | → |
| 477 | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | 123898 | $157.9M | $3.49B | 16 | 2026-03-31 | → |
| 478 | JOHN W. BRISTOL & CO., INC. | 105597 | $157.3M | $7.07B | 18 | 2026-03-31 | → |
| 479 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $156.1M | $150.40B | 254 | 2026-03-31 | → |
| 480 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $156.0M | $702.25B | 670 | 2026-06-30 | → |
| 481 | FORESIGHT GLOBAL INVESTORS, INC. | 281818 | $155.9M | $955.2M | 6 | 2026-03-31 | → |
| 482 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $155.8M | $104.49B | 212 | 2026-05-31 | → |
| 483 | CS CAPITAL MANAGEMENT INC | 106492 | $155.8M | $1.09B | 7 | 2026-05-31 | → |
| 484 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | 135635 | $153.6M | $921.5M | 6 | 2026-04-30 | → |
| 485 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $153.4M | $502.40B | 914 | 2026-05-31 | → |
| 486 | KEYWISE CAPITAL MANAGEMENT (HK) LIMITED | 160593 | $153.4M | $2.89B | 18 | 2026-03-31 | → |
| 487 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 170746 | $153.3M | $7.22B | 24 | 2026-05-31 | → |
| 488 | SLOY, DAHL & HOLST, LLC | 110102 | $153.0M | $1.80B | 6 | 2026-05-31 | → |
| 489 | RAFFA WEALTH MANAGEMENT LLC | 136971 | $152.7M | $1.70B | 9 | 2026-03-31 | → |
| 490 | RANDOLPH CO INC | 104868 | $151.3M | $1.08B | 6 | 2026-03-31 | → |
| 491 | SPIDER MANAGEMENT COMPANY, LLC | 149343 | $151.0M | $6.41B | 23 | 2025-09-30 | → |
| 492 | NEXT CENTURY GROWTH INVESTORS LLC | 108978 | $150.3M | $1.52B | 9 | 2026-03-31 | → |
| 493 | PETIOLE USA LIMITED | 159788 | $150.1M | $1.05B | 7 | 2026-03-31 | → |
| 494 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $149.4M | $18.83B | 75 | 2025-12-31 | → |
| 495 | TOWNSEND HOLDINGS LLC | 160006 | $148.8M | $19.64B | 110 | 2026-03-31 | → |
| 496 | ICON INFRASTRUCTURE NORTH AMERICA INC. | 306800 | $148.5M | $2.52B | 17 | 2026-06-30 | → |
| 497 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $148.3M | $35.52B | 68 | 2026-06-30 | → |
| 498 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $148.1M | $38.61B | 244 | 2026-03-31 | → |
| 499 | NEUBERGER BERMAN CANADA ULC | 284803 | $148.1M | $12.39B | 27 | 2026-04-30 | → |
| 500 | ADVANCED PORTFOLIO MANAGEMENT, LLC | 138769 | $147.9M | $2.70B | 18 | 2026-03-31 | → |
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