Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional AUM Share
SEC-registered investment advisers ranked by institutional client assets as a share of total regulatory assets under management.
Firms
1,000
Total AUM
$14.47T
Median AUM
$1.21B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional AUM Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | 100% | $122.05B | 60 | 2026-03-31 | → |
| 2 | JOBS PEAK ADVISORS, LLC | 286080 | 100% | $73.58B | 1 | 2026-03-31 | → |
| 3 | TIAA-CREF TUITION FINANCING, INC. | 108580 | 100% | $70.51B | 65 | 2026-06-30 | → |
| 4 | CUSOURCE, LLC | 44970 | 100% | $52.37B | 7 | 2026-03-31 | → |
| 5 | NLG CAPITAL, LLC | 109396 | 100% | $46.55B | 54 | 2026-03-31 | → |
| 6 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | 100% | $40.25B | 193 | 2026-04-30 | → |
| 7 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | 100% | $39.46B | 62 | 2026-03-31 | → |
| 8 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | 100% | $38.77B | 859 | 2026-03-31 | → |
| 9 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | 100% | $37.70B | 31 | 2026-03-31 | → |
| 10 | VOYA RETIREMENT ADVISORS, LLC | 3989 | 100% | $37.47B | 121 | 2026-03-31 | → |
| 11 | SVB ASSET MANAGEMENT | 124567 | 100% | $32.32B | 24 | 2026-03-31 | → |
| 12 | SMARTX ADVISORY SOLUTIONS LLC | 297680 | 100% | $26.99B | 96 | 2026-03-31 | → |
| 13 | PGIM MULTI-ASSET SOLUTIONS LLC | 136274 | 100% | $26.26B | 39 | 2025-03-31 | → |
| 14 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | 100% | $23.78B | 13 | 2026-06-30 | → |
| 15 | MPC CAPITAL ADVISORS, LLC | 153586 | 100% | $22.57B | 9 | 2026-03-31 | → |
| 16 | FIDUCIARY COUNSELORS INC. | 111827 | 100% | $20.35B | 8 | 2026-03-31 | → |
| 17 | REGIONS INVESTMENT MANAGEMENT, INC. | 111715 | 100% | $20.14B | 28 | 2026-03-31 | → |
| 18 | VERUS ADVISORY, INC. | 110565 | 100% | $19.43B | 87 | 2026-03-31 | → |
| 19 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | 100% | $19.19B | 85 | 2026-06-30 | → |
| 20 | 1823 PARTNERS (US) LLC | 333927 | 100% | $18.53B | 52 | 2026-03-31 | → |
| 21 | KEYSTATE ADVISORY, LLC | 156226 | 100% | $16.59B | 8 | 2026-03-31 | → |
| 22 | VALLEY VIEW CONSULTING LLC | 108583 | 100% | $16.40B | 11 | 2026-04-30 | → |
| 23 | TAYLOR ADVISORS, INC. | 119300 | 100% | $15.95B | 14 | 2026-01-31 | → |
| 24 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | 100% | $14.73B | 52 | 2026-06-30 | → |
| 25 | M&G INVESTMENTS (USA) INC. | 305254 | 100% | $14.32B | 47 | 2026-03-31 | → |
| 26 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | 100% | $13.88B | 200 | 2026-03-31 | → |
| 27 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | 100% | $12.99B | 11 | 2026-03-31 | → |
| 28 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | 100% | $12.97B | 48 | 2026-01-31 | → |
| 29 | HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | 100% | $12.19B | 17 | 2025-03-31 | → |
| 30 | BRICKTOWN CAPITAL LLC | 319290 | 100% | $11.67B | 33 | 2026-03-31 | → |
| 31 | ATRIA INVESTMENTS, INC. | 143593 | 100% | $11.05B | 60 | 2026-03-31 | → |
| 32 | RPA FINANCIAL, LLC | 294105 | 100% | $10.88B | 12 | 2026-06-30 | → |
| 33 | SHEPHERD KAPLAN LLC | 128244 | 100% | $10.16B | 42 | 2026-03-31 | → |
| 34 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | 100% | $9.86B | 5 | 2026-02-28 | → |
| 35 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | 171615 | 100% | $9.68B | 9 | 2026-02-28 | → |
| 36 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | 100% | $6.85B | 159 | 2026-06-30 | → |
| 37 | FOCUS POINT SOLUTIONS, INC | 131195 | 100% | $6.78B | 40 | 2025-06-30 | → |
| 38 | OMNICAP GROUP LLC | 133387 | 100% | $6.51B | 15 | 2026-04-30 | → |
| 39 | ADVISOR LOGISTICS, LLC | 292784 | 100% | $6.29B | 6 | 2026-03-31 | → |
| 40 | NPPG PLAN PROFESSIONALS, LLC | 324646 | 100% | $6.27B | 2 | 2026-05-31 | → |
| 41 | CAPITAL RESEARCH & CONSULTING LLC | 109868 | 100% | $5.99B | 8 | 2026-06-30 | → |
| 42 | CE INVESTMENT MANAGEMENT, LLC | 299786 | 100% | $5.91B | 17 | 2026-03-31 | → |
| 43 | PLANPILOT, LLC | 160319 | 100% | $5.58B | 15 | 2026-02-28 | → |
| 44 | ALPHAPOINT, INC. | 130115 | 100% | $5.56B | 1 | 2026-03-31 | → |
| 45 | SIERRA INVESTMENT PARTNERS, INC. | 110954 | 100% | $5.50B | 9 | 2026-03-31 | → |
| 46 | ALUMINA INVESTMENT MANAGEMENT, LLC | 164273 | 100% | $5.26B | 2 | 2026-03-31 | → |
| 47 | LEADING EDGE INVESTMENT ADVISORS,LLC | 136476 | 100% | $5.17B | 13 | 2026-02-28 | → |
| 48 | ALTAMAR PARTNERS NORTH AMERICA LLC | 283144 | 100% | $5.15B | 11 | 2026-03-31 | → |
| 49 | ADVISOR OS LLC | 287792 | 100% | $5.09B | 2 | 2026-03-31 | → |
| 50 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | 100% | $5.09B | 6 | 2025-05-31 | → |
| 51 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | 36026 | 100% | $5.06B | 11 | 2026-03-31 | → |
| 52 | NEWPORT GROUP CONSULTING, LLC | 140944 | 100% | $5.05B | 31 | 2026-03-31 | → |
| 53 | WELLSPRING CAPITAL ADVISORS, LLC | 132698 | 100% | $5.03B | 2 | 2026-04-30 | → |
| 54 | PRECEPT ADVISORY GROUP LLC | 152776 | 100% | $5.01B | 8 | 2025-03-31 | → |
| 55 | ATALANTA SOSNOFF CAPITAL, LLC | 104880 | 100% | $4.98B | 37 | 2026-03-31 | → |
| 56 | SRB CORPORATION | 161163 | 100% | $4.82B | 4 | 2026-03-31 | → |
| 57 | MORETON ASSET MANAGEMENT, LLC | 133417 | 100% | $4.71B | 5 | 2026-01-31 | → |
| 58 | 1932 INVESTMENT MANAGEMENT, LLC | 337619 | 100% | $4.60B | 6 | 2026-05-31 | → |
| 59 | CAPITOLIS ADVISORS LLC | 290462 | 100% | $4.50B | 68 | 2026-04-30 | → |
| 60 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | 100% | $4.40B | 13 | 2026-04-30 | → |
| 61 | ANCALA PARTNERS LLC | 333844 | 100% | $4.36B | 7 | 2026-04-30 | → |
| 62 | NORTHCREST ASSET MANAGEMENT LLC | 300366 | 100% | $4.33B | 12 | 2026-03-31 | → |
| 63 | KESTRA INVESTMENT MANAGEMENT, LLC. | 317711 | 100% | $4.31B | 17 | 2026-06-30 | → |
| 64 | BAXTER CAPITAL MANAGEMENT INC | 105123 | 100% | $4.19B | 3 | 2026-03-31 | → |
| 65 | AQS ASSET MANAGEMENT, L.L.C. | 131544 | 100% | $4.07B | 4 | 2026-03-31 | → |
| 66 | PROMANAGE, LLC | 133357 | 100% | $4.06B | 9 | 2026-06-30 | → |
| 67 | GUIDESTONE INVESTMENT SERVICES | 338335 | 100% | $3.91B | 28 | 2026-03-31 | → |
| 68 | FOREST CAPITAL MANAGEMENT, LLC | 171659 | 100% | $3.75B | 11 | 2026-03-31 | → |
| 69 | LUMINT CORPORATION | 324443 | 100% | $3.67B | 14 | 2026-03-31 | → |
| 70 | STRATOS INVESTMENT MANAGEMENT, LLC | 283850 | 100% | $3.31B | 89 | 2026-06-30 | → |
| 71 | CINVEN, INC. | 323534 | 100% | $3.28B | 20 | 2026-03-31 | → |
| 72 | LINCOLN ADVISORY GROUP, LLC | 114003 | 100% | $3.22B | 11 | 2026-03-31 | → |
| 73 | EHLERS INVESTMENT PARTNERS, LLC | 146385 | 100% | $3.17B | 13 | 2025-09-30 | → |
| 74 | COMPASS GROUP MANAGEMENT LLC | 168422 | 100% | $3.04B | 25 | 2026-03-31 | → |
| 75 | PARADIGM GLOBAL INVESTORS, LLC | 338287 | 100% | $3.03B | 4 | 2026-03-31 | → |
| 76 | IWC INVESTMENT PARTNERS A/S | 287869 | 100% | $2.95B | 30 | 2026-03-31 | → |
| 77 | FLEXPATH STRATEGIES LLC | 174306 | 100% | $2.91B | 5 | 2026-06-30 | → |
| 78 | BRICK CAPITAL MANAGEMENT INC | 107600 | 100% | $2.84B | 1 | 2026-03-31 | → |
| 79 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | 328876 | 100% | $2.82B | 9 | 2026-03-31 | → |
| 80 | VETA INVESTMENT PARTNERS, LLC | 309023 | 100% | $2.79B | 10 | 2026-05-31 | → |
| 81 | INVESTCORP INVESTMENT SOLUTIONS LLC | 314925 | 100% | $2.79B | 6 | 2025-09-30 | → |
| 82 | STONE HILL FIDUCIARY MANAGEMENT, LLC | 164981 | 100% | $2.79B | 3 | 2026-03-31 | → |
| 83 | RYAN ALM ADVISERS, LLC | 135781 | 100% | $2.75B | 4 | 2026-01-31 | → |
| 84 | 36 NORTH CAPITAL MANAGEMENT, LLC | 317557 | 100% | $2.67B | 4 | 2026-02-28 | → |
| 85 | THOMAS MILL ADVISORS LLC | 309304 | 100% | $2.64B | 1 | 2025-03-31 | → |
| 86 | ATLANTIC CAPITAL STRATEGIES, INC. | 146725 | 100% | $2.57B | 2 | 2026-03-31 | → |
| 87 | ICON INFRASTRUCTURE NORTH AMERICA INC. | 306800 | 100% | $2.52B | 17 | 2026-06-30 | → |
| 88 | FIDUCIARY FIRST, LLC | 150330 | 100% | $2.46B | 7 | 2026-03-31 | → |
| 89 | INFRARED CAPITAL PARTNERS (US) LLC | 310401 | 100% | $2.44B | 28 | 2026-03-31 | → |
| 90 | MISSION PRIME LLC | 318328 | 100% | $2.35B | 2 | 2026-06-30 | → |
| 91 | MILLIMAN ADVISORS, LLC | 112245 | 100% | $2.32B | 1 | 2026-06-30 | → |
| 92 | LAWLEY RETIREMENT ADVISORS, LLC | 282786 | 100% | $2.13B | 12 | 2026-03-31 | → |
| 93 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | 141573 | 100% | $2.11B | 3 | 2026-02-28 | → |
| 94 | CARSON GROUP INVESTING, LLC | 291744 | 100% | $2.05B | 7 | 2026-05-31 | → |
| 95 | COMPERIO RETIREMENT CONSULTING, INC. | 140786 | 100% | $1.99B | 4 | 2026-03-31 | → |
| 96 | ALLIANCE PARTNERS LLC | 157700 | 100% | $1.94B | 21 | 2026-03-31 | → |
| 97 | SISUNG INVESTMENT MANAGEMENT SERVICES LLC | 107318 | 100% | $1.94B | 7 | 2026-03-31 | → |
| 98 | RBB TREASURY LLC | 314581 | 100% | $1.89B | 4 | 2026-03-31 | → |
| 99 | ADVYZON INVESTMENT MANAGEMENT, LLC | 318816 | 100% | $1.68B | 21 | 2026-04-30 | → |
| 100 | HERMES GPE (USA) INC | 166839 | 100% | $1.66B | 4 | 2026-03-31 | → |
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