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 | |
|---|---|---|---|---|---|---|---|
| 801 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | 149165 | $84.6M | $2.18B | 16 | 2026-06-30 | → |
| 802 | ASSET MANAGEMENT ONE USA INC. | 108982 | $84.5M | $2.90B | 32 | 2026-05-31 | → |
| 803 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | $84.4M | $3.30B | 17 | 2026-03-31 | → |
| 804 | OPTI CAPITAL MANAGEMENT LP | 292742 | $84.2M | $1.76B | 6 | 2026-03-31 | → |
| 805 | 1543 CAPITAL LP | 305398 | $84.2M | $1.04B | 8 | 2026-04-30 | → |
| 806 | RANGER INVESTMENT MANAGEMENT,L.P. | 124414 | $84.0M | $1.48B | 15 | 2026-03-31 | → |
| 807 | EATON VANCE MANAGEMENT | 104859 | $84.0M | $97.02B | 219 | 2026-05-31 | → |
| 808 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $83.8M | $18.99B | 58 | 2026-05-31 | → |
| 809 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $83.8M | $44.30B | 182 | 2026-03-31 | → |
| 810 | NBT CAPITAL MANAGEMENT, INC. | 104932 | $83.7M | $1.61B | 15 | 2026-06-30 | → |
| 811 | SEGALL BRYANT & HAMILL, LLC | 106505 | $83.5M | $22.64B | 161 | 2026-06-30 | → |
| 812 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $83.4M | $97.98B | 312 | 2026-05-31 | → |
| 813 | PICTET ASSET MANAGEMENT SA | 140074 | $83.4M | $330.70B | 549 | 2026-06-30 | → |
| 814 | LANDSEER ADVISORS LLC | 309937 | $83.0M | $415.2M | 5 | 2026-03-31 | → |
| 815 | PCJ INVESTMENT COUNSEL LTD. | 174083 | $83.0M | $924.3M | 10 | 2026-06-30 | → |
| 816 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | $82.9M | $24.44B | 290 | 2026-03-31 | → |
| 817 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | 133243 | $82.9M | $929.4M | 8 | 2026-03-31 | → |
| 818 | BIENVILLE CAPITAL MANAGEMENT, LLC | 149320 | $82.8M | $4.45B | 27 | 2026-03-31 | → |
| 819 | FCA PARTNERS, LLC | 322393 | $82.8M | $910.3M | 11 | 2026-03-31 | → |
| 820 | MARSHALL + STERLING WEALTH ADVISORS, INC. | 164345 | $82.7M | $1.59B | 15 | 2026-05-31 | → |
| 821 | BIRCH RUN INVESTMENTS, LLC | 285285 | $82.7M | $457.5M | 5 | 2026-03-31 | → |
| 822 | IFM INVESTORS PTY LTD | 162754 | $82.4M | $152.93B | 717 | 2025-11-30 | → |
| 823 | WEALTHSPRING CAPITAL LLC | 301040 | $82.2M | $515.0M | 5 | 2026-06-30 | → |
| 824 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $82.2M | $33.02B | 108 | 2026-04-30 | → |
| 825 | SOUTHEAST ASSET ADVISORS, LLC | 107588 | $82.1M | $4.20B | 14 | 2026-05-31 | → |
| 826 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $81.7M | $13.84B | 92 | 2026-03-31 | → |
| 827 | X-SQUARE CAPITAL, LLC | 167237 | $81.4M | $790.9M | 7 | 2026-04-30 | → |
| 828 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $81.4M | $24.06B | 168 | 2026-05-31 | → |
| 829 | LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | 149487 | $81.2M | $790.1M | 8 | 2026-03-31 | → |
| 830 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $81.2M | $54.20B | 177 | 2025-07-31 | → |
| 831 | ZAZOVE ASSOCIATES LLC | 104751 | $80.9M | $1.97B | 21 | 2026-04-30 | → |
| 832 | MOUNTAIN PACIFIC ADVISORS, LLC | 151666 | $80.7M | $484.3M | 6 | 2026-03-31 | → |
| 833 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | $80.6M | $7.25B | 53 | 2026-03-31 | → |
| 834 | GREAT LAKES ADVISORS, LLC | 110757 | $80.4M | $16.16B | 84 | 2026-05-31 | → |
| 835 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $80.4M | $10.58B | 30 | 2026-06-30 | → |
| 836 | COMPLUS ASSET MANAGEMENT LIMITED | 173003 | $80.4M | $5.87B | 35 | 2026-03-31 | → |
| 837 | MERIDIAN MANAGEMENT CO | 110216 | $80.3M | $861.6M | 6 | 2026-03-31 | → |
| 838 | POLUNIN CAPITAL PARTNERS LIMITED | 159031 | $80.2M | $7.96B | 17 | 2026-03-31 | → |
| 839 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | $80.0M | $10.80B | 60 | 2026-03-31 | → |
| 840 | ADVYZON INVESTMENT MANAGEMENT, LLC | 318816 | $79.8M | $1.68B | 21 | 2026-04-30 | → |
| 841 | K2/D&S MANAGEMENT CO., L.L.C. | 123826 | $79.8M | $6.53B | 30 | 2026-04-30 | → |
| 842 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | 148128 | $79.7M | $1.28B | 15 | 2026-04-30 | → |
| 843 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $79.6M | $80.97B | 365 | 2026-05-31 | → |
| 844 | MCDONALD CAPITAL INVESTORS INC | 105562 | $79.2M | $1.86B | 5 | 2026-03-31 | → |
| 845 | 3I CORPORATION | 159892 | $78.9M | $2.70B | 27 | 2026-06-30 | → |
| 846 | QTRON INVESTMENTS LLC | 285608 | $78.7M | $1.23B | 7 | 2026-03-31 | → |
| 847 | CAPITAL GENERATION PARTNERS LLP | 281808 | $78.7M | $4.12B | 46 | 2026-05-31 | → |
| 848 | FOYSTON, GORDON & PAYNE INC. | 121591 | $78.6M | $5.96B | 46 | 2026-05-31 | → |
| 849 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $78.4M | $364.73B | 162 | 2026-03-31 | → |
| 850 | APOGEM CAPITAL LLC | 309234 | $78.4M | $43.82B | 259 | 2026-05-31 | → |
| 851 | PASCAL INVESTMENT ADVISERS SA | 338038 | $78.4M | $874.3M | 7 | 2026-04-30 | → |
| 852 | MARSHFIELD ASSOCIATES, INC. | 150614 | $78.3M | $8.12B | 27 | 2026-03-31 | → |
| 853 | D.F. DENT AND COMPANY, INC. | 105179 | $78.1M | $7.88B | 31 | 2026-06-30 | → |
| 854 | SWIFT CREEK REAL ESTATE PARTNERS LLC | 329614 | $78.0M | $1.74B | 13 | 2026-06-30 | → |
| 855 | INVESCO MANAGEMENT S.A. | 143238 | $77.8M | $48.69B | 357 | 2026-03-31 | → |
| 856 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 105081 | $77.8M | $1.94B | 16 | 2026-03-31 | → |
| 857 | SCHARF INVESTMENTS, LLC | 105508 | $77.8M | $4.21B | 23 | 2026-03-31 | → |
| 858 | FTA ASSET MANAGEMENT, LLC | 332377 | $77.8M | $1.01B | 13 | 2026-03-31 | → |
| 859 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $77.7M | $10.18B | 32 | 2026-03-31 | → |
| 860 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | 169293 | $77.6M | $402.4M | 5 | 2026-03-31 | → |
| 861 | BALLINA CAPITAL, LLC | 289598 | $77.5M | $486.3M | 6 | 2026-06-30 | → |
| 862 | VOLOFIN CAPITAL MANAGEMENT (US) LLC | 309922 | $77.5M | $1.01B | 9 | 2026-03-31 | → |
| 863 | GIA PARTNERS, LLC. | 151207 | $77.4M | $1.06B | 10 | 2026-03-31 | → |
| 864 | CARLYLE INVESTMENT MANAGEMENT L.L.C. | 111128 | $77.3M | $283.81B | 1,040 | 2026-03-31 | → |
| 865 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $77.2M | $154.66B | 598 | 2026-03-31 | → |
| 866 | INVESTMENT METRICS, LLC | 158872 | $77.2M | $1.22B | 10 | 2026-03-31 | → |
| 867 | COHEN & STEERS UK LIMITED | 142150 | $76.9M | $5.37B | 21 | 2026-03-31 | → |
| 868 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $76.8M | $33.49B | 39 | 2026-06-30 | → |
| 869 | CA FAMILY WEALTH LLC | 285229 | $76.6M | $933.0M | 5 | 2025-03-31 | → |
| 870 | DWS INTERNATIONAL GMBH | 105075 | $76.4M | $228.87B | 703 | 2026-05-31 | → |
| 871 | PITON INVESTMENT MANAGEMENT, LP | 282517 | $76.3M | $927.9M | 9 | 2026-04-30 | → |
| 872 | TABOR ASSET MANAGEMENT, LP | 304666 | $76.3M | $577.2M | 6 | 2026-03-31 | → |
| 873 | BUCK GLOBAL, LLC | 108695 | $75.9M | $47.61B | 625 | 2025-03-31 | → |
| 874 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $75.8M | $11.41B | 12 | 2026-06-30 | → |
| 875 | BAHL & GAYNOR INC | 106139 | $75.7M | $20.99B | 79 | 2026-02-28 | → |
| 876 | SWISSPARTNERS ADVISORS AG | 148721 | $75.7M | $891.8M | 5 | 2026-03-31 | → |
| 877 | LATHROP INVESTMENT MANAGEMENT COMPANY | 334458 | $75.7M | $1.01B | 5 | 2026-03-31 | → |
| 878 | ABRDN ASIA LIMITED | 124509 | $75.7M | $40.27B | 165 | 2026-06-30 | → |
| 879 | PROCYON ADVISORS, LLC | 288239 | $75.6M | $9.20B | 76 | 2026-05-31 | → |
| 880 | AZIMUT INVESTMENT ADVISORS LLC | 134626 | $75.5M | $1.00B | 10 | 2026-05-31 | → |
| 881 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $75.5M | $9.85B | 46 | 2026-03-31 | → |
| 882 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $75.3M | $67.88B | 130 | 2026-05-31 | → |
| 883 | SAROFIM REALTY ADVISORS LLC | 106931 | $75.2M | $1.16B | 7 | 2026-05-31 | → |
| 884 | TIAA KASPICK, LLC | 104554 | $75.0M | $8.74B | 115 | 2026-06-30 | → |
| 885 | POSTROCK PARTNERS LLC | 328865 | $75.0M | $489.1M | 5 | 2026-05-31 | → |
| 886 | CACHETECH INC. | 327688 | $75.0M | $547.4M | 7 | 2026-06-30 | → |
| 887 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | $74.9M | $107.29B | 1,421 | 2026-03-31 | → |
| 888 | MAJEDIE ASSET MANAGEMENT LIMITED | 284796 | $74.8M | $10.48B | 61 | 2024-12-31 | → |
| 889 | CFS INVESTMENT ADVISORY SERVICES LLC | 106577 | $74.7M | $2.73B | 13 | 2026-03-31 | → |
| 890 | SILVERARC CAPITAL MANAGEMENT, LLC | 304220 | $74.5M | $1.61B | 9 | 2026-03-31 | → |
| 891 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $74.5M | $40.33B | 177 | 2026-03-31 | → |
| 892 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $74.1M | $59.16B | 88 | 2026-05-31 | → |
| 893 | COMPASS GROUP LLC | 108772 | $74.1M | $1.65B | 19 | 2026-03-31 | → |
| 894 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | $74.0M | $11.54B | 71 | 2026-03-31 | → |
| 895 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $74.0M | $7.00B | 39 | 2026-06-30 | → |
| 896 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $73.9M | $398.65B | 1,542 | 2026-03-31 | → |
| 897 | CURAFIN ADVISORS, LLC | 329091 | $73.9M | $748.4M | 6 | 2026-03-31 | → |
| 898 | DOUBLELINE CAPITAL LP | 152606 | $73.8M | $93.32B | 258 | 2026-03-31 | → |
| 899 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $73.8M | $30.25B | 30 | 2026-03-31 | → |
| 900 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $73.5M | $10.54B | 27 | 2026-05-31 | → |
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