Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional Client Share
SEC-registered investment advisers ranked by institutional client share.
Firms
1,000
Total AUM
$19.61T
Median AUM
$1.49B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Client Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | OBSIDIAN CIO, LLC | 289000 | 100% | $1.28B | 6 | 2026-06-30 | → |
| 102 | CIM INVESTMENT MANAGEMENT INC | 106292 | 100% | $1.28B | 7 | 2026-03-31 | → |
| 103 | PROMETHOS CAPITAL, LLC | 300915 | 100% | $1.27B | 6 | 2026-04-30 | → |
| 104 | LEGATO CAPITAL MANAGEMENT, LLC | 131704 | 100% | $1.26B | 4 | 2026-03-31 | → |
| 105 | GE VERNOVA INVESTMENT ADVISERS, LLC | 329905 | 100% | $1.24B | 21 | 2026-03-31 | → |
| 106 | HAUSER RETIREMENT SOLUTIONS 2 LLC | 299959 | 100% | $1.21B | 5 | 2026-04-30 | → |
| 107 | AGILE INVESTMENT MANAGEMENT, LLC | 331966 | 100% | $1.17B | 6 | 2026-03-31 | → |
| 108 | AMUNDI US INVESTMENT ADVISORS LLC | 334151 | 100% | $1.13B | 32 | 2026-03-31 | → |
| 109 | WITT LAKE ASSET MANAGEMENT LLC | 335523 | 100% | $1.12B | 2 | 2026-06-30 | → |
| 110 | PETIOLE USA LIMITED | 159788 | 100% | $1.05B | 7 | 2026-03-31 | → |
| 111 | NEWFRONT RETIREMENT SERVICES, INC. | 167641 | 100% | $1.04B | 31 | 2026-06-30 | → |
| 112 | 3(38) INVESTMENT FIDUCIARIES INC. | 298053 | 100% | $1.04B | 2 | 2026-06-30 | → |
| 113 | FTA ASSET MANAGEMENT, LLC | 332377 | 100% | $1.01B | 13 | 2026-03-31 | → |
| 114 | DAYBRIGHT ADVISORY SERVICES, INC. | 133795 | 100% | $997.4M | 10 | 2026-03-31 | → |
| 115 | CREWCIAL PARTNERS LLC | 131570 | 100% | $971.6M | 45 | 2026-04-30 | → |
| 116 | FOCUS INVESTMENT ADVISORS, INC | 109970 | 100% | $956.2M | 7 | 2026-03-31 | → |
| 117 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | 135635 | 100% | $921.5M | 6 | 2026-04-30 | → |
| 118 | FI401K ADVISORS, LLC | 168408 | 100% | $915.0M | 2 | 2026-01-31 | → |
| 119 | FCA PARTNERS, LLC | 322393 | 100% | $910.3M | 11 | 2026-03-31 | → |
| 120 | FIRST LIGHT RETIREMENT, LLC | 314509 | 100% | $843.7M | 2 | 2026-03-31 | → |
| 121 | FAI CAPITAL MANAGEMENT | 147025 | 100% | $842.1M | 5 | 2026-03-31 | → |
| 122 | GUGGENHEIM INVESTMENT ADVISORS, LLC | 108263 | 100% | $840.9M | 9 | 2026-03-31 | → |
| 123 | FDX ADVISORS, INC. | 104601 | 100% | $832.8M | 17 | 2026-06-30 | → |
| 124 | ZIONS CAPITAL ADVISORS, INC. | 131308 | 100% | $830.8M | 14 | 2026-03-31 | → |
| 125 | REDBLACK ADVISERS, INC. | 151692 | 100% | $823.6M | 7 | 2026-03-31 | → |
| 126 | SUNFLOWER WEALTH ADVISORS LLC | 269963 | 100% | $812.8M | 3 | 2026-03-31 | → |
| 127 | ICR PARTNERS, LLC | 304689 | 100% | $798.7M | 6 | 2026-05-31 | → |
| 128 | BOFCAL ASSET MANAGEMENT INC. | 166828 | 100% | $797.6M | 5 | 2025-03-31 | → |
| 129 | MONARCH PLAN ADVISORS | 286612 | 100% | $792.6M | 5 | 2026-06-30 | → |
| 130 | RETIREMENT FUND MANAGEMENT, LLC | 126573 | 100% | $769.7M | 4 | 2026-04-30 | → |
| 131 | FRACTAL INVESTMENTS LLC | 311767 | 100% | $734.7M | 2 | 2026-03-31 | → |
| 132 | GIRARD PENSION SERVICES, LLC | 117901 | 100% | $733.8M | 15 | 2026-03-31 | → |
| 133 | TAIBER, KOSMALA & ASSOCIATES, LLC | 161703 | 100% | $716.7M | 18 | 2026-03-31 | → |
| 134 | ARC ADVISORY LLC | 330258 | 100% | $708.3M | 25 | 2026-06-30 | → |
| 135 | ASSET GROWTH SOLUTIONS, LLC | 342319 | 100% | $702.7M | 5 | 2026-06-30 | → |
| 136 | ACADIAN ASSET MANAGEMENT (SINGAPORE) PTE LTD | 323400 | 100% | $697.9M | 17 | 2026-03-31 | → |
| 137 | ARGENT RETIREMENT PLAN ADVISORS, LLC | 165031 | 100% | $683.1M | 7 | 2026-03-31 | → |
| 138 | CONCORD ASSET MANAGEMENT, LLC | 310710 | 100% | $639.4M | 2 | 2026-03-31 | → |
| 139 | CAPSHIFT ADVISORS, LLC | 309860 | 100% | $628.0M | 16 | 2026-03-31 | → |
| 140 | INDUSTRIAL DEVELOPMENT FUNDING LLC | 298015 | 100% | $624.0M | 5 | 2026-03-31 | → |
| 141 | PARK LANE ADVISORS, LLC | 338445 | 100% | $623.9M | 4 | 2026-02-28 | → |
| 142 | INNOVATIVE CAPITAL ADVISORS, LLC | 161281 | 100% | $619.5M | 7 | 2026-01-31 | → |
| 143 | INSTITUTIONAL CAPITAL MANAGEMENT, INC. | 108986 | 100% | $605.0M | 2 | 2026-03-31 | → |
| 144 | AGRIGLOBE LAND ADVISORS, LLC | 337868 | 100% | $602.2M | 4 | 2026-03-31 | → |
| 145 | INVESTRUST CONSULTING, LLC | 108037 | 100% | $588.2M | 10 | 2026-03-31 | → |
| 146 | THE CENTRAL TRUST BANK | 149262 | 100% | $554.1M | 4 | 2026-03-31 | → |
| 147 | BENEFIT FIDUCIARY GROUP LLC | 291252 | 100% | $529.4M | 2 | 2026-01-31 | → |
| 148 | OPTIMIZED INVESTMENT PARTNERS, LLC | 322145 | 100% | $525.0M | 3 | 2026-01-31 | → |
| 149 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | 288129 | 100% | $524.1M | 3 | 2026-03-31 | → |
| 150 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | 315603 | 100% | $517.9M | 2 | 2026-03-31 | → |
| 151 | ALTIUM INVESTMENT STRATEGIES LLC | 333950 | 100% | $517.7M | 8 | 2026-03-31 | → |
| 152 | GIFFORD FONG ASSOCIATES | 142917 | 100% | $517.0M | 10 | 2026-03-31 | → |
| 153 | MANA ADVISORS LLC | 284792 | 100% | $509.0M | 4 | 2026-03-31 | → |
| 154 | IBN ASSET MANAGEMENT, LLC | 290114 | 100% | $508.2M | 6 | 2026-03-31 | → |
| 155 | PHD CONSULTING LLC | 304989 | 100% | $506.2M | 5 | 2026-03-31 | → |
| 156 | SAGE TRADING COLLECTIVE, LLC | 337481 | 100% | $505.0M | 1 | 2026-02-28 | → |
| 157 | DAHER CAPITAL GROUP, LLC | 341516 | 100% | $490.0M | 1 | 2026-05-31 | → |
| 158 | 1505 CAPITAL LLC | 298880 | 100% | $485.7M | 11 | 2026-03-31 | → |
| 159 | MOUNTAIN PACIFIC ADVISORS, LLC | 151666 | 100% | $484.3M | 6 | 2026-03-31 | → |
| 160 | OAKSTREET WEALTH MANAGEMENT, INC. | 288723 | 100% | $482.0M | 2 | 2026-03-31 | → |
| 161 | AUREON PARTNERS LLC | 338348 | 100% | $481.0M | 7 | 2026-03-31 | → |
| 162 | BRIGHTSIDE CAPITAL PARTNERS LLC | 338288 | 100% | $472.8M | 12 | 2026-03-31 | → |
| 163 | ACCESS FIDUCIARY SERVICES, LLC | 311558 | 100% | $466.2M | 3 | 2026-05-31 | → |
| 164 | WHITESTAR ADVISORS, LLC | 124627 | 100% | $454.5M | 8 | 2026-03-31 | → |
| 165 | PERRY CAPITAL PARTNERS LLC | 312808 | 100% | $450.0M | 1 | 2025-03-31 | → |
| 166 | BALIS ENTERPRISES LLC | 315130 | 100% | $444.3M | 8 | 2026-06-30 | → |
| 167 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | 111479 | 100% | $441.7M | 5 | 2026-03-31 | → |
| 168 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY | 15356 | 100% | $434.1M | 734 | 2026-03-31 | → |
| 169 | CAIRD INVESTMENT PARTNERS, LLC | 334504 | 100% | $413.2M | 8 | 2026-03-31 | → |
| 170 | ZUNA, LLC | 306113 | 100% | $411.3M | 6 | 2026-03-31 | → |
| 171 | ROONEY CAPITAL MANAGEMENT, INC. | 141874 | 100% | $411.2M | 1 | 2026-03-31 | → |
| 172 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 166616 | 100% | $409.9M | 7 | 2026-03-31 | → |
| 173 | MAXQ ASSET MANAGEMENT LLC | 336560 | 100% | $407.7M | 1 | 2026-03-31 | → |
| 174 | GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. | 339382 | 100% | $400.0M | 1 | 2026-03-31 | → |
| 175 | DRC INVESTMENT ADVISORS, LLC | 332680 | 100% | $391.0M | 4 | 2026-01-31 | → |
| 176 | TRINITY INVESTMENT ADVISORS, LLC | 141039 | 100% | $388.2M | 3 | 2026-03-31 | → |
| 177 | ORSO PARTNERS, LP | 304196 | 100% | $387.5M | 3 | 2026-03-31 | → |
| 178 | CHATHAM INVESTMENT ADVISORS, LLC | 158802 | 100% | $383.5M | 2 | 2025-03-31 | → |
| 179 | MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED | 125142 | 100% | $377.8M | 429 | 2026-04-30 | → |
| 180 | AVIVAR CAPITAL, LLC | 215516 | 100% | $362.1M | 15 | 2026-03-31 | → |
| 181 | DYNAMIC MARKET ADVANTAGE, LLC | 323540 | 100% | $361.9M | 4 | 2026-02-28 | → |
| 182 | LION CAPITAL (AMERICAS) INC. | 160574 | 100% | $361.6M | 1 | 2025-05-31 | → |
| 183 | OUTCOME DRIVEN STRATEGIES, LLC | 311398 | 100% | $360.4M | 10 | 2026-03-31 | → |
| 184 | ELITE CAPITAL MANAGEMENT GROUP, LLC | 144228 | 100% | $350.9M | 4 | 2026-02-28 | → |
| 185 | PROTOCOL VC LLC | 332272 | 100% | $350.4M | 2 | 2026-03-31 | → |
| 186 | RPS RETIREMENT PLAN ADVISORS | 319220 | 100% | $336.3M | 3 | 2026-04-30 | → |
| 187 | HIGHBURY PACIFIC CAPITAL CORP. | 157778 | 100% | $333.3M | 1 | 2026-01-31 | → |
| 188 | MTC WEALTH MANAGEMENT LLC | 305308 | 100% | $329.0M | 16 | 2026-03-31 | → |
| 189 | ALLEGIANT REAL ESTATE CAPITAL, LP | 285525 | 100% | $326.0M | 2 | 2025-10-31 | → |
| 190 | CONVERSE TEAM FINANCIAL SERVICES, LLC | 335322 | 100% | $325.0M | 7 | 2026-06-30 | → |
| 191 | SMITH W B & CO INC | 105917 | 100% | $323.6M | 1 | 2026-03-31 | → |
| 192 | REMEDIUM CAPITAL PARTNERS, LLC | 340302 | 100% | $319.0M | 1 | 2026-05-31 | → |
| 193 | NAVIGATE 401K, LLC | 309466 | 100% | $317.9M | 4 | 2026-04-30 | → |
| 194 | NORTHERN CAPITAL RETIREMENT SERVICES, INC. | 163327 | 100% | $304.2M | 11 | 2026-03-31 | → |
| 195 | CIC, LLC | 311969 | 100% | $299.8M | 2 | 2026-04-30 | → |
| 196 | HATCH COVE CAPITAL, LLC | 324472 | 100% | $291.5M | 4 | 2026-03-31 | → |
| 197 | LEHRER KENNETH EUGENE DR | 105835 | 100% | $286.3M | 1 | 2026-02-28 | → |
| 198 | DEMIAN CAPITAL | 288137 | 100% | $284.3M | 1 | 2026-03-31 | → |
| 199 | DELTA CAPITAL MANAGEMENT, LLC | 128350 | 100% | $277.4M | 9 | 2026-03-31 | → |
| 200 | PLANGUIDE FINANCIAL LLC | 329089 | 100% | $277.3M | 1 | 2026-06-30 | → |
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