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 | |
|---|---|---|---|---|---|---|---|
| 601 | FWL INVESTMENT MANAGEMENT, LLC | 174119 | $120.9M | $1.24B | 7 | 2026-03-31 | → |
| 602 | SEIZERT CAPITAL PARTNERS, LLC | 108954 | $120.4M | $2.48B | 17 | 2026-02-28 | → |
| 603 | GLOBEFLEX CAPITAL LP | 106417 | $120.1M | $4.60B | 26 | 2026-03-31 | → |
| 604 | GOLDENX COMPANY | 326730 | $119.7M | $1.32B | 11 | 2026-03-31 | → |
| 605 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $119.3M | $56.28B | 413 | 2026-03-31 | → |
| 606 | MULTNOMAH GROUP, INC. | 132131 | $119.3M | $2.67B | 21 | 2026-03-31 | → |
| 607 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $119.2M | $12.24B | 53 | 2026-03-31 | → |
| 608 | ADDENDA CAPITAL INC. | 137034 | $119.1M | $29.02B | 163 | 2026-03-31 | → |
| 609 | VERGENT ASSET MANAGEMENT LLP | 290165 | $119.0M | $1.25B | 10 | 2026-06-30 | → |
| 610 | ADELANTE CAPITAL MANAGEMENT LLC | 107382 | $119.0M | $1.49B | 10 | 2026-03-31 | → |
| 611 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $118.9M | $475.78B | 956 | 2026-05-31 | → |
| 612 | MEADOW CAPITAL MANAGEMENT LLC | 161322 | $118.5M | $5.97B | 17 | 2026-03-31 | → |
| 613 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $118.3M | $718.48B | 3,564 | 2026-05-31 | → |
| 614 | APERIO GROUP, LLC | 111616 | $118.2M | $152.13B | 208 | 2026-04-30 | → |
| 615 | INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC | 306860 | $118.0M | $1.12B | 5 | 2026-05-31 | → |
| 616 | SMITH AFFILIATED CAPITAL CORP | 107675 | $118.0M | $1.68B | 10 | 2026-03-31 | → |
| 617 | REDBLACK ADVISERS, INC. | 151692 | $117.7M | $823.6M | 7 | 2026-03-31 | → |
| 618 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | $117.3M | $5.61B | 26 | 2026-04-30 | → |
| 619 | MCMORGAN & COMPANY LLC | 115060 | $117.2M | $7.61B | 26 | 2026-03-31 | → |
| 620 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | $116.9M | $3.97B | 29 | 2026-03-31 | → |
| 621 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $116.8M | $8.82B | 58 | 2026-03-31 | → |
| 622 | SFAM, LLC | 145026 | $116.8M | $896.5M | 6 | 2026-03-31 | → |
| 623 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $116.8M | $30.79B | 87 | 2026-03-31 | → |
| 624 | BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | $116.5M | $4.60B | 32 | 2026-01-31 | → |
| 625 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $116.5M | $31.50B | 110 | 2026-06-30 | → |
| 626 | METIS GLOBAL PARTNERS, LLC | 167276 | $116.4M | $5.67B | 11 | 2026-05-31 | → |
| 627 | FREEDOM FIDUCIARIES LLC | 323673 | $116.0M | $584.6M | 5 | 2026-06-30 | → |
| 628 | LEEWARD INVESTMENTS, LLC | 312557 | $115.9M | $2.87B | 14 | 2026-03-31 | → |
| 629 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $115.8M | $36.93B | 64 | 2026-03-31 | → |
| 630 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $115.8M | $141.83B | 740 | 2026-06-30 | → |
| 631 | HIGHLAND CAPITAL MANAGEMENT, LLC | 104842 | $114.6M | $3.83B | 21 | 2026-03-31 | → |
| 632 | CAPITAL INTERNATIONAL, INC. | 110682 | $114.1M | $51.92B | 263 | 2026-05-31 | → |
| 633 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | $114.1M | $3.33B | 18 | 2026-05-31 | → |
| 634 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $113.7M | $6.87B | 35 | 2026-03-31 | → |
| 635 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $113.0M | $116.17B | 185 | 2026-06-30 | → |
| 636 | COLUMBIA CAPITAL MANAGEMENT, LLC | 112773 | $112.6M | $2.09B | 18 | 2026-03-31 | → |
| 637 | HARPSWELL CAPITAL ADVISORS, LLC | 168996 | $112.1M | $587.0M | 5 | 2026-05-31 | → |
| 638 | HOMESTEAD ADVISERS CORP. | 109845 | $112.1M | $7.45B | 40 | 2026-06-30 | → |
| 639 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | $111.9M | $260.22B | 399 | 2026-03-31 | → |
| 640 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $111.9M | $30.51B | 249 | 2026-03-31 | → |
| 641 | DEAN CAPITAL MANAGEMENT, LLC | 145666 | $111.9M | $1.15B | 6 | 2026-06-30 | → |
| 642 | DSM CAPITAL PARTNERS LLC | 113609 | $111.3M | $7.56B | 25 | 2026-05-31 | → |
| 643 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $110.7M | $5.60B | 20 | 2026-03-31 | → |
| 644 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $110.3M | $12.76B | 93 | 2026-03-31 | → |
| 645 | VULCAN VALUE PARTNERS LLC | 151190 | $110.2M | $6.08B | 38 | 2026-05-31 | → |
| 646 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $110.0M | $32.87B | 87 | 2026-03-31 | → |
| 647 | ORIGIN ASSET MANAGEMENT LLP | 139897 | $109.9M | $4.61B | 12 | 2025-02-28 | → |
| 648 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $109.7M | $484.10B | 1,403 | 2026-04-30 | → |
| 649 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $109.6M | $70.33B | 236 | 2026-06-30 | → |
| 650 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $109.6M | $81.18B | 431 | 2026-05-31 | → |
| 651 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $109.5M | $110.95B | 147 | 2026-03-31 | → |
| 652 | VAN BERKOM AND ASSOCIATES INC. | 128221 | $109.1M | $3.80B | 33 | 2026-05-31 | → |
| 653 | NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. | 332351 | $109.0M | $810.0M | 7 | 2026-03-31 | → |
| 654 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $108.6M | $13.76B | 26 | 2026-03-31 | → |
| 655 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | 165306 | $108.4M | $4.96B | 38 | 2026-05-31 | → |
| 656 | SOUND SHORE MANAGEMENT INC | 112379 | $108.3M | $3.40B | 16 | 2026-04-30 | → |
| 657 | AMI INVESTMENT MANAGEMENT INC | 106321 | $108.1M | $963.6M | 6 | 2026-03-31 | → |
| 658 | ACORE CAPITAL, LP | 175054 | $107.9M | $18.27B | 121 | 2026-04-30 | → |
| 659 | PRIMECAP MANAGEMENT CO | 105516 | $107.7M | $139.34B | 43 | 2026-03-31 | → |
| 660 | THE FINANCIAL RESOURCE CENTER, INC. | 316747 | $107.7M | $642.5M | 5 | 2026-03-31 | → |
| 661 | MAC ALPHA CAPITAL MANAGEMENT, LP | 311412 | $107.4M | $937.8M | 8 | 2026-03-31 | → |
| 662 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 110672 | $106.4M | $1.37B | 11 | 2026-05-31 | → |
| 663 | LYRICAL ASSET MANAGEMENT LP | 148267 | $106.3M | $7.37B | 30 | 2026-03-31 | → |
| 664 | WESPAC ADVISORS, LLC | 148242 | $106.1M | $1.21B | 10 | 2026-04-30 | → |
| 665 | GRESHAM INVESTMENT MANAGEMENT LLC | 134392 | $105.7M | $8.55B | 41 | 2026-06-30 | → |
| 666 | SAWGRASS ASSET MANAGEMENT LLC | 108831 | $105.5M | $2.05B | 15 | 2026-04-30 | → |
| 667 | T. ROWE PRICE JAPAN, INC. | 290585 | $104.9M | $24.07B | 80 | 2026-03-31 | → |
| 668 | REINHART PARTNERS, LLC | 106432 | $104.5M | $2.47B | 16 | 2026-05-31 | → |
| 669 | WARWICK INVESTMENT MANAGEMENT, INC. | 105951 | $104.4M | $2.48B | 9 | 2026-06-30 | → |
| 670 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $104.4M | $178.01B | 471 | 2026-04-30 | → |
| 671 | DAVIS SELECTED ADVISERS LP | 108674 | $104.2M | $30.12B | 121 | 2026-03-31 | → |
| 672 | CORNERSTONE MANAGEMENT, INC. | 125828 | $104.0M | $2.29B | 19 | 2026-03-31 | → |
| 673 | FOUNDRY PARTNERS, LLC | 164863 | $103.9M | $2.05B | 17 | 2025-03-31 | → |
| 674 | EDGEWOOD MANAGEMENT LLC | 106647 | $103.6M | $21.52B | 41 | 2026-03-31 | → |
| 675 | SEAVIEW INVESTMENT MANAGERS LLC | 300155 | $103.6M | $1.37B | 13 | 2026-05-31 | → |
| 676 | NINETY ONE UK LIMITED | 158310 | $103.5M | $130.19B | 439 | 2026-06-30 | → |
| 677 | ARIS INVESTING LLC | 325320 | $103.4M | $3.31B | 32 | 2026-06-30 | → |
| 678 | STRATEGIC INCOME MANAGEMENT, LLC | 151956 | $103.4M | $3.14B | 6 | 2026-05-31 | → |
| 679 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $103.2M | $26.46B | 149 | 2026-03-31 | → |
| 680 | PARK PRESIDIO CAPITAL LLC | 168954 | $102.9M | $1.65B | 8 | 2026-03-31 | → |
| 681 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | $102.7M | $55.66B | 206 | 2026-06-30 | → |
| 682 | ARNHOLD LLC | 290117 | $102.5M | $6.44B | 13 | 2026-03-31 | → |
| 683 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $102.3M | $40.52B | 122 | 2026-06-30 | → |
| 684 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | $102.2M | $7.27B | 28 | 2026-03-31 | → |
| 685 | CAPVISOR ASSOCIATES, LLC | 289154 | $101.8M | $633.1M | 6 | 2026-03-31 | → |
| 686 | FINDEC WEALTH SERVICES, INC. | 311949 | $101.6M | $627.9M | 5 | 2026-03-31 | → |
| 687 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $101.5M | $24.05B | 94 | 2026-06-30 | → |
| 688 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $101.4M | $12.93B | 68 | 2026-03-31 | → |
| 689 | PHD CONSULTING LLC | 304989 | $101.2M | $506.2M | 5 | 2026-03-31 | → |
| 690 | ALESCO ADVISORS LLC | 108590 | $101.0M | $4.81B | 27 | 2025-03-31 | → |
| 691 | ETHIC INC. | 282827 | $100.7M | $7.82B | 76 | 2026-03-31 | → |
| 692 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $100.2M | $70.45B | 677 | 2026-03-31 | → |
| 693 | PUBLIC TRUST ADVISORS, LLC | 159189 | $100.1M | $104.24B | 157 | 2026-04-30 | → |
| 694 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | $100.0M | $862.7M | 8 | 2026-03-31 | → |
| 695 | MONTROSE ADVISORS INCORPORATED | 105918 | $100.0M | $670.8M | 5 | 2026-03-31 | → |
| 696 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $100.0M | $13.70B | 100 | 2026-03-31 | → |
| 697 | TALOS EURISKO ASSET MANAGEMENT LP | 332873 | $100.0M | $1.76B | 6 | 2026-03-31 | → |
| 698 | GOODWIN CAPITAL ADVISERS, INC. | 108290 | $99.7M | $986.6M | 9 | 2026-03-31 | → |
| 699 | DAYBRIGHT ADVISORY SERVICES, INC. | 133795 | $99.7M | $997.4M | 10 | 2026-03-31 | → |
| 700 | PITTENGER & ANDERSON INC | 111033 | $99.7M | $3.03B | 14 | 2026-01-31 | → |
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