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 | |
|---|---|---|---|---|---|---|---|
| 101 | LPC REALTY ADVISORS I, LLC | 112175 | 100% | $1.65B | 9 | 2026-03-31 | → |
| 102 | ACCOLADE INVESTMENT ADVISORY, LLC | 145635 | 100% | $1.60B | 6 | 2026-03-31 | → |
| 103 | ALBRITTON CAPITAL MANAGEMENT CO | 112772 | 100% | $1.52B | 1 | 2026-03-31 | → |
| 104 | FORUSALL ADVISORS, LLC | 167241 | 100% | $1.50B | 11 | 2026-03-31 | → |
| 105 | KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. | 174341 | 100% | $1.49B | 4 | 2026-05-31 | → |
| 106 | NEBRODI PARTNERS, LLC | 174280 | 100% | $1.48B | 5 | 2026-03-31 | → |
| 107 | IRONSHORE FINANCIAL, LLC | 294053 | 100% | $1.44B | 1 | 2026-03-31 | → |
| 108 | FINSER INVESTMENT ADVISOR | 142570 | 100% | $1.42B | 1 | 2025-08-31 | → |
| 109 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | 110879 | 100% | $1.42B | 1 | 2026-03-31 | → |
| 110 | PIVOT CAPITAL PARTNERS LLC | 335324 | 100% | $1.40B | 2 | 2026-06-30 | → |
| 111 | ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC | 143002 | 100% | $1.37B | 4 | 2025-02-28 | → |
| 112 | NELSON ENTERPRISES LLC | 307706 | 100% | $1.36B | 1 | 2026-02-28 | → |
| 113 | ENHANCED PK SERVICES, LLC | 311371 | 100% | $1.35B | 1 | 2025-03-31 | → |
| 114 | GOLDENX COMPANY | 326730 | 100% | $1.32B | 11 | 2026-03-31 | → |
| 115 | DB ADVISORY AMERICA, LIMITED(LTD) | 313938 | 100% | $1.30B | 2 | 2026-01-31 | → |
| 116 | PIPER SANDLER & CO. | 665 | 100% | $1.28B | 1,402 | 2026-03-31 | → |
| 117 | OBSIDIAN CIO, LLC | 289000 | 100% | $1.28B | 6 | 2026-06-30 | → |
| 118 | CIM INVESTMENT MANAGEMENT INC | 106292 | 100% | $1.28B | 7 | 2026-03-31 | → |
| 119 | METZLER-PAYDEN, LLC | 108870 | 100% | $1.26B | 187 | 2026-03-31 | → |
| 120 | LEGATO CAPITAL MANAGEMENT, LLC | 131704 | 100% | $1.26B | 4 | 2026-03-31 | → |
| 121 | GE VERNOVA INVESTMENT ADVISERS, LLC | 329905 | 100% | $1.24B | 21 | 2026-03-31 | → |
| 122 | HAUSER RETIREMENT SOLUTIONS 2 LLC | 299959 | 100% | $1.21B | 5 | 2026-04-30 | → |
| 123 | BLACK LAKE INVESTMENTS LLC | 334605 | 100% | $1.19B | 5 | 2026-04-30 | → |
| 124 | AGILE INVESTMENT MANAGEMENT, LLC | 331966 | 100% | $1.17B | 6 | 2026-03-31 | → |
| 125 | AMUNDI US INVESTMENT ADVISORS LLC | 334151 | 100% | $1.13B | 32 | 2026-03-31 | → |
| 126 | WITT LAKE ASSET MANAGEMENT LLC | 335523 | 100% | $1.12B | 2 | 2026-06-30 | → |
| 127 | CS CAPITAL MANAGEMENT INC | 106492 | 100% | $1.09B | 7 | 2026-05-31 | → |
| 128 | COUNTERPOINTE INVESTMENT MANAGEMENT LLC | 333864 | 100% | $1.07B | 36 | 2026-03-31 | → |
| 129 | PETIOLE USA LIMITED | 159788 | 100% | $1.05B | 7 | 2026-03-31 | → |
| 130 | NEWFRONT RETIREMENT SERVICES, INC. | 167641 | 100% | $1.04B | 31 | 2026-06-30 | → |
| 131 | 3(38) INVESTMENT FIDUCIARIES INC. | 298053 | 100% | $1.04B | 2 | 2026-06-30 | → |
| 132 | FTA ASSET MANAGEMENT, LLC | 332377 | 100% | $1.01B | 13 | 2026-03-31 | → |
| 133 | DAYBRIGHT ADVISORY SERVICES, INC. | 133795 | 100% | $997.4M | 10 | 2026-03-31 | → |
| 134 | FOCUS INVESTMENT ADVISORS, INC | 109970 | 100% | $956.2M | 7 | 2026-03-31 | → |
| 135 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | 135635 | 100% | $921.5M | 6 | 2026-04-30 | → |
| 136 | FI401K ADVISORS, LLC | 168408 | 100% | $915.0M | 2 | 2026-01-31 | → |
| 137 | FCA PARTNERS, LLC | 322393 | 100% | $910.3M | 11 | 2026-03-31 | → |
| 138 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | 167243 | 100% | $883.7M | 5 | 2026-03-31 | → |
| 139 | FIRST LIGHT RETIREMENT, LLC | 314509 | 100% | $843.7M | 2 | 2026-03-31 | → |
| 140 | FAI CAPITAL MANAGEMENT | 147025 | 100% | $842.1M | 5 | 2026-03-31 | → |
| 141 | FDX ADVISORS, INC. | 104601 | 100% | $832.8M | 17 | 2026-06-30 | → |
| 142 | ZIONS CAPITAL ADVISORS, INC. | 131308 | 100% | $830.8M | 14 | 2026-03-31 | → |
| 143 | REDBLACK ADVISERS, INC. | 151692 | 100% | $823.6M | 7 | 2026-03-31 | → |
| 144 | SUNFLOWER WEALTH ADVISORS LLC | 269963 | 100% | $812.8M | 3 | 2026-03-31 | → |
| 145 | ICR PARTNERS, LLC | 304689 | 100% | $798.7M | 6 | 2026-05-31 | → |
| 146 | BOFCAL ASSET MANAGEMENT INC. | 166828 | 100% | $797.6M | 5 | 2025-03-31 | → |
| 147 | MONARCH PLAN ADVISORS | 286612 | 100% | $792.6M | 5 | 2026-06-30 | → |
| 148 | RETIREMENT FUND MANAGEMENT, LLC | 126573 | 100% | $769.7M | 4 | 2026-04-30 | → |
| 149 | FRACTAL INVESTMENTS LLC | 311767 | 100% | $734.7M | 2 | 2026-03-31 | → |
| 150 | GIRARD PENSION SERVICES, LLC | 117901 | 100% | $733.8M | 15 | 2026-03-31 | → |
| 151 | TAIBER, KOSMALA & ASSOCIATES, LLC | 161703 | 100% | $716.7M | 18 | 2026-03-31 | → |
| 152 | ARC ADVISORY LLC | 330258 | 100% | $708.3M | 25 | 2026-06-30 | → |
| 153 | ASSET GROWTH SOLUTIONS, LLC | 342319 | 100% | $702.7M | 5 | 2026-06-30 | → |
| 154 | ACADIAN ASSET MANAGEMENT (SINGAPORE) PTE LTD | 323400 | 100% | $697.9M | 17 | 2026-03-31 | → |
| 155 | ARGENT RETIREMENT PLAN ADVISORS, LLC | 165031 | 100% | $683.1M | 7 | 2026-03-31 | → |
| 156 | CONCORD ASSET MANAGEMENT, LLC | 310710 | 100% | $639.4M | 2 | 2026-03-31 | → |
| 157 | CONSEQUENT CAPITAL MANAGEMENT, LLC | 285262 | 100% | $639.3M | 7 | 2025-07-31 | → |
| 158 | INDUSTRIAL DEVELOPMENT FUNDING LLC | 298015 | 100% | $624.0M | 5 | 2026-03-31 | → |
| 159 | PARK LANE ADVISORS, LLC | 338445 | 100% | $623.9M | 4 | 2026-02-28 | → |
| 160 | INNOVATIVE CAPITAL ADVISORS, LLC | 161281 | 100% | $619.5M | 7 | 2026-01-31 | → |
| 161 | INSTITUTIONAL CAPITAL MANAGEMENT, INC. | 108986 | 100% | $605.0M | 2 | 2026-03-31 | → |
| 162 | AGRIGLOBE LAND ADVISORS, LLC | 337868 | 100% | $602.2M | 4 | 2026-03-31 | → |
| 163 | BROCK FIDUCIARY SERVICES LLC | 153055 | 100% | $588.2M | 4 | 2026-04-30 | → |
| 164 | CONNING INVESTMENT PRODUCTS, INC. | 120387 | 100% | $572.0M | 8 | 2026-03-31 | → |
| 165 | THE CENTRAL TRUST BANK | 149262 | 100% | $554.1M | 4 | 2026-03-31 | → |
| 166 | PLUM ISLAND PARTNERS LLC | 337695 | 100% | $550.0M | 16 | 2026-06-30 | → |
| 167 | BENEFIT FIDUCIARY GROUP LLC | 291252 | 100% | $529.4M | 2 | 2026-01-31 | → |
| 168 | OPTIMIZED INVESTMENT PARTNERS, LLC | 322145 | 100% | $525.0M | 3 | 2026-01-31 | → |
| 169 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | 288129 | 100% | $524.1M | 3 | 2026-03-31 | → |
| 170 | DRI CAPITAL (US), INC. | 311678 | 100% | $520.1M | 10 | 2025-06-30 | → |
| 171 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | 315603 | 100% | $517.9M | 2 | 2026-03-31 | → |
| 172 | ALTIUM INVESTMENT STRATEGIES LLC | 333950 | 100% | $517.7M | 8 | 2026-03-31 | → |
| 173 | GIFFORD FONG ASSOCIATES | 142917 | 100% | $517.0M | 10 | 2026-03-31 | → |
| 174 | MANA ADVISORS LLC | 284792 | 100% | $509.0M | 4 | 2026-03-31 | → |
| 175 | IBN ASSET MANAGEMENT, LLC | 290114 | 100% | $508.2M | 6 | 2026-03-31 | → |
| 176 | PHD CONSULTING LLC | 304989 | 100% | $506.2M | 5 | 2026-03-31 | → |
| 177 | SAGE TRADING COLLECTIVE, LLC | 337481 | 100% | $505.0M | 1 | 2026-02-28 | → |
| 178 | MASTODON ADVISORY GROUP, LLC | 283494 | 100% | $492.5M | 2 | 2026-03-31 | → |
| 179 | DAHER CAPITAL GROUP, LLC | 341516 | 100% | $490.0M | 1 | 2026-05-31 | → |
| 180 | 1505 CAPITAL LLC | 298880 | 100% | $485.7M | 11 | 2026-03-31 | → |
| 181 | MOUNTAIN PACIFIC ADVISORS, LLC | 151666 | 100% | $484.3M | 6 | 2026-03-31 | → |
| 182 | OAKSTREET WEALTH MANAGEMENT, INC. | 288723 | 100% | $482.0M | 2 | 2026-03-31 | → |
| 183 | AUREON PARTNERS LLC | 338348 | 100% | $481.0M | 7 | 2026-03-31 | → |
| 184 | BRIGHTSIDE CAPITAL PARTNERS LLC | 338288 | 100% | $472.8M | 12 | 2026-03-31 | → |
| 185 | ACCESS FIDUCIARY SERVICES, LLC | 311558 | 100% | $466.2M | 3 | 2026-05-31 | → |
| 186 | WHITESTAR ADVISORS, LLC | 124627 | 100% | $454.5M | 8 | 2026-03-31 | → |
| 187 | PERRY CAPITAL PARTNERS LLC | 312808 | 100% | $450.0M | 1 | 2025-03-31 | → |
| 188 | BALIS ENTERPRISES LLC | 315130 | 100% | $444.3M | 8 | 2026-06-30 | → |
| 189 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | 111479 | 100% | $441.7M | 5 | 2026-03-31 | → |
| 190 | PRIMESOLUTIONS ADVISORS, LLC | 110085 | 100% | $440.1M | 2 | 2026-03-31 | → |
| 191 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY | 15356 | 100% | $434.1M | 734 | 2026-03-31 | → |
| 192 | MAREK CAPITAL MANAGEMENT LP | 333745 | 100% | $422.4M | 9 | 2026-03-31 | → |
| 193 | LANDSEER ADVISORS LLC | 309937 | 100% | $415.2M | 5 | 2026-03-31 | → |
| 194 | CAIRD INVESTMENT PARTNERS, LLC | 334504 | 100% | $413.2M | 8 | 2026-03-31 | → |
| 195 | ZUNA, LLC | 306113 | 100% | $411.3M | 6 | 2026-03-31 | → |
| 196 | ROONEY CAPITAL MANAGEMENT, INC. | 141874 | 100% | $411.2M | 1 | 2026-03-31 | → |
| 197 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 166616 | 100% | $409.9M | 7 | 2026-03-31 | → |
| 198 | MAXQ ASSET MANAGEMENT LLC | 336560 | 100% | $407.7M | 1 | 2026-03-31 | → |
| 199 | GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. | 339382 | 100% | $400.0M | 1 | 2026-03-31 | → |
| 200 | DRC INVESTMENT ADVISORS, LLC | 332680 | 100% | $391.0M | 4 | 2026-01-31 | → |
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