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 | |
|---|---|---|---|---|---|---|---|
| 501 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | 94.6% | $10.81B | 23 | 2026-03-31 | → |
| 502 | THE WESTCHESTER GROUP, LLC | 288959 | 94.5% | $187.9M | 2 | 2026-03-31 | → |
| 503 | LM CAPITAL GROUP, LLC | 120277 | 94.5% | $6.10B | 20 | 2026-03-31 | → |
| 504 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | 94.4% | $76.41B | 207 | 2026-03-31 | → |
| 505 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | 94.4% | $194.82B | 235 | 2026-06-30 | → |
| 506 | SELLWOOD INVESTMENT PARTNERS LLC | 164696 | 94.4% | $2.28B | 16 | 2026-06-30 | → |
| 507 | NEPC, LLC | 110562 | 94.4% | $152.72B | 379 | 2026-05-31 | → |
| 508 | THE PALISADES GROUP, LLC | 165609 | 94.2% | $27.78B | 90 | 2026-05-31 | → |
| 509 | NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. | 332351 | 94.2% | $810.0M | 7 | 2026-03-31 | → |
| 510 | BQS FINANCIAL ADVISORS, LLC | 333795 | 94.1% | $226.4M | 7 | 2026-03-31 | → |
| 511 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | 94.1% | $82.00B | 72 | 2026-03-31 | → |
| 512 | GULF INTERNATIONAL BANK (UK) LIMITED | 281609 | 94.1% | $4.98B | 117 | 2026-03-31 | → |
| 513 | VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC | 287809 | 94% | $143.9M | 4 | 2026-03-31 | → |
| 514 | PALLADIEM LLC | 158989 | 94% | $114.5M | 10 | 2026-03-31 | → |
| 515 | LOCUS INVESTMENT GROUP, LTD. | 297940 | 94% | $483.7M | 4 | 2026-03-31 | → |
| 516 | SOUTHSTATE ADVISORY, INC. | 153113 | 93.9% | $3.78B | 22 | 2025-06-30 | → |
| 517 | MULTNOMAH GROUP, INC. | 132131 | 93.9% | $2.67B | 21 | 2026-03-31 | → |
| 518 | FIDUCIARYVEST, LLC | 134351 | 93.9% | $4.93B | 10 | 2026-03-31 | → |
| 519 | ALPHA LEONIS PARTNERS, LLC | 314560 | 93.9% | $418.4M | 1 | 2026-03-31 | → |
| 520 | 55I, LLC | 286620 | 93.9% | $36.74B | 86 | 2026-06-30 | → |
| 521 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | 93.8% | $169.58B | 464 | 2026-06-30 | → |
| 522 | HI-LINE CAPITAL MANAGEMENT, LLC | 149522 | 93.8% | $756.6M | 5 | 2026-04-30 | → |
| 523 | BIDDLE CAPITAL MANAGEMENT, INC. | 122434 | 93.7% | $199.5M | 5 | 2025-03-31 | → |
| 524 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | 148128 | 93.7% | $1.28B | 15 | 2026-04-30 | → |
| 525 | CONCORD ADVISORY GROUP LTD | 107291 | 93.6% | $46.19B | 34 | 2026-03-31 | → |
| 526 | WEALTHSPIRE RETIREMENT, LLC | 121254 | 93.6% | $38.61B | 244 | 2026-03-31 | → |
| 527 | VERATIS ADVISORS, INC. | 117892 | 93.6% | $5.99B | 8 | 2026-03-31 | → |
| 528 | RATSON ADVISORY LLC | 330091 | 93.6% | $2.39B | 2 | 2026-02-28 | → |
| 529 | AJOVISTA, LLC | 314924 | 93.6% | $269.0M | 13 | 2026-03-31 | → |
| 530 | DOVER PARTNERS INC | 105133 | 93.5% | $508.6M | 4 | 2026-03-31 | → |
| 531 | LUCID ADVISORS, INC. | 116639 | 93.5% | $1.15B | 2 | 2026-03-31 | → |
| 532 | RETIREMENT RESOURCES INVESTMENT CORPORATION | 47723 | 93.5% | $2.44B | 7 | 2026-04-30 | → |
| 533 | BARRIER CAPITAL MANAGEMENT, LLC | 312294 | 93.4% | $136.0M | 1 | 2026-03-31 | → |
| 534 | INNOVA ADVISORS LLC | 318958 | 93.4% | $264.8M | 4 | 2026-05-31 | → |
| 535 | SUNCOAST CAPITAL MANAGEMENT | 304638 | 93.4% | $380.0M | 4 | 2026-06-30 | → |
| 536 | ASSET MANAGEMENT ONE USA INC. | 108982 | 93.4% | $2.90B | 32 | 2026-05-31 | → |
| 537 | MEKETA INVESTMENT GROUP INC | 110601 | 93.4% | $9.99B | 248 | 2026-03-31 | → |
| 538 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | 93.3% | $5.76B | 13 | 2026-03-31 | → |
| 539 | ADVANCED CAPITAL GROUP, INC. | 109673 | 93.3% | $29.99B | 22 | 2026-03-31 | → |
| 540 | JEFFERSON BRIDGE CAPITAL, LLC | 325636 | 93.3% | $146.2M | 3 | 2026-01-31 | → |
| 541 | SHUSTER ADVISORY GROUP, LLC | 170233 | 93.2% | $10.32B | 15 | 2026-05-31 | → |
| 542 | SPARX ASSET MANAGEMENT KOREA CO., LTD. | 338393 | 93.2% | $2.13B | 23 | 2026-06-30 | → |
| 543 | ACADEMY ASSET MANAGEMENT, LLC | 319774 | 93.2% | $1.29B | 13 | 2026-02-28 | → |
| 544 | SMITH SHELLNUT WILSON LLC | 106235 | 93.2% | $6.92B | 16 | 2026-06-30 | → |
| 545 | TEEWINOT CAPITAL ADVISERS, L.L.C. | 138757 | 93.2% | $1.61B | 9 | 2026-06-30 | → |
| 546 | QBOX FIDUCIARY SOLUTIONS, LLC | 167622 | 93.1% | $429.2M | 2 | 2026-03-31 | → |
| 547 | ARCWOOD FINANCIAL, LLC | 189512 | 93.1% | $186.6M | 4 | 2026-06-30 | → |
| 548 | ARAGON GLOBAL MANAGEMENT, LP | 156043 | 93% | $369.0M | 3 | 2026-05-31 | → |
| 549 | HIGHLAND ASSOCIATES INC | 104948 | 92.9% | $20.99B | 19 | 2026-03-31 | → |
| 550 | TWO WEST CAPITAL ADVISORS LLC | 154543 | 92.9% | $3.89B | 15 | 2026-05-31 | → |
| 551 | R.V. KUHNS & ASSOCIATES, INC. | 18005 | 92.8% | $827.9M | 127 | 2026-06-30 | → |
| 552 | NORTHCAPE CAPITAL PTY LTD | 332305 | 92.8% | $9.96B | 32 | 2026-04-30 | → |
| 553 | GO INVEST LLC | 291884 | 92.8% | $889.0M | 1 | 2026-03-31 | → |
| 554 | OAC CAPITAL ADVISORS LLC | 317559 | 92.8% | $212.0M | 5 | 2026-03-31 | → |
| 555 | ATIVO CAPITAL MANAGEMENT, LLC | 125303 | 92.8% | $862.7M | 8 | 2026-03-31 | → |
| 556 | ACUITAS INVESTMENTS, LLC | 155782 | 92.7% | $1.48B | 7 | 2026-04-30 | → |
| 557 | DHK FINANCIAL ADVISORS INC | 106126 | 92.6% | $1.68B | 5 | 2025-03-31 | → |
| 558 | INVESTMENT PROFESSIONALS, LLC | 282495 | 92.6% | $311.0M | 4 | 2026-03-31 | → |
| 559 | AMERISERV WEALTH ADVISORS INC | 105846 | 92.6% | $1.11B | 4 | 2026-03-31 | → |
| 560 | EMERALD ADVISERS, LLC | 107496 | 92.6% | $3.30B | 35 | 2026-03-31 | → |
| 561 | AETOS ALTERNATIVES MANAGEMENT, L.P. | 116761 | 92.6% | $5.80B | 19 | 2026-03-31 | → |
| 562 | ATOMIC INVEST LLC | 313255 | 92.5% | $319.5M | 21 | 2026-04-30 | → |
| 563 | RETIREMENT PLANS, INC. | 286214 | 92.5% | $224.9M | 6 | 2026-03-31 | → |
| 564 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | 92.4% | $1.16B | 6 | 2026-03-31 | → |
| 565 | CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC | 167195 | 92.4% | $184.4M | 1 | 2026-03-31 | → |
| 566 | DAVERN CAPITAL PARTNERS, LP | 323018 | 92.3% | $715.1M | 4 | 2026-03-31 | → |
| 567 | KARMA CAPITAL ADVISORS PVT LTD. | 335212 | 92.3% | $632.5M | 22 | 2026-06-30 | → |
| 568 | NASSAU CORAMERICA LLC | 334332 | 92.3% | $3.22B | 6 | 2026-03-31 | → |
| 569 | OHIGGINS ASSET MANAGEMENT INC | 107194 | 92.2% | $194.8M | 3 | 2026-03-31 | → |
| 570 | CAPFINANCIAL PARTNERS, LLC | 175112 | 92.2% | $1.24T | 1,841 | 2026-05-31 | → |
| 571 | WRIGHT INVESTORS SERVICE INC | 106302 | 92.2% | $1.21B | 22 | 2026-03-31 | → |
| 572 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | 92.1% | $12.27B | 48 | 2025-12-31 | → |
| 573 | ENHANCING CAPITAL LLC | 290018 | 92.1% | $368.0M | 4 | 2026-03-31 | → |
| 574 | SUMMIT CREEK ADVISORS, LLC | 135496 | 92.1% | $650.9M | 7 | 2026-03-31 | → |
| 575 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | 92% | $10.12B | 23 | 2025-09-30 | → |
| 576 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | 92% | $15.42B | 19 | 2026-03-31 | → |
| 577 | HOISINGTON INVESTMENT MANAGEMENT CO | 107710 | 92% | $1.79B | 9 | 2026-03-31 | → |
| 578 | NEXANNUITY ASSET MANAGEMENT, L.P. | 309748 | 91.9% | $823.4M | 4 | 2026-05-31 | → |
| 579 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 304290 | 91.9% | $1.05B | 20 | 2026-03-31 | → |
| 580 | ORLEANS CAPITAL MANAGEMENT CORP | 111359 | 91.8% | $2.13B | 12 | 2026-03-31 | → |
| 581 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | 91.8% | $20.09B | 27 | 2026-06-30 | → |
| 582 | BISON CREEK WEALTH MANAGEMENT LLC | 314991 | 91.7% | $317.3M | 1 | 2026-03-31 | → |
| 583 | COLUMBUS MACRO, LLC | 286374 | 91.7% | $970.3M | 7 | 2026-02-28 | → |
| 584 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | 91.7% | $26.70B | 88 | 2026-05-31 | → |
| 585 | JASPER CAPITAL HONG KONG LIMITED | 306114 | 91.7% | $118.5M | 6 | 2026-03-31 | → |
| 586 | MAC ALPHA CAPITAL MANAGEMENT, LP | 311412 | 91.6% | $937.8M | 8 | 2026-03-31 | → |
| 587 | HANWHA ASSET MANAGEMENT (USA) LTD. | 288464 | 91.4% | $4.00B | 22 | 2026-04-30 | → |
| 588 | THE EDGAR LOMAX COMPANY | 105444 | 91.4% | $1.42B | 8 | 2026-03-31 | → |
| 589 | ADVANTAGE INVESTING, INC. | 116059 | 91.3% | $138.9M | 2 | 2026-02-28 | → |
| 590 | CHANNING GLOBAL ADVISORS, LLC | 290893 | 91.3% | $1.11B | 8 | 2026-03-31 | → |
| 591 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | 91.3% | $30.51B | 249 | 2026-03-31 | → |
| 592 | STAIRWAY PARTNERS, LLC | 133157 | 91.2% | $2.36B | 5 | 2026-01-31 | → |
| 593 | ABG CONSULTANTS, LLC | 131129 | 91.2% | $697.4M | 4 | 2026-04-30 | → |
| 594 | SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD | 148494 | 91.1% | $702.7M | 7 | 2026-03-31 | → |
| 595 | GOODWIN CAPITAL ADVISERS, INC. | 108290 | 91% | $986.6M | 9 | 2026-03-31 | → |
| 596 | PHOCAS FINANCIAL CORPORATION | 135470 | 91% | $682.7M | 10 | 2026-05-31 | → |
| 597 | SARGASSO PARTNERS LLP | 332384 | 90.9% | $220.0M | 3 | 2026-06-30 | → |
| 598 | ONEWELTH INC | 325277 | 90.9% | $101.9M | 2 | 2026-03-31 | → |
| 599 | ST. JAMES INVESTMENT ADVISORS, LLC | 283880 | 90.8% | $511.5M | 7 | 2026-02-28 | → |
| 600 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | 90.8% | $7.75B | 26 | 2026-03-31 | → |
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