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 | |
|---|---|---|---|---|---|---|---|
| 501 | NEW CENTURY ADVISORS, LLC | 122478 | 76.2% | $4.31B | 18 | 2026-03-31 | → |
| 502 | TOWNSEND HOLDINGS LLC | 160006 | 76.1% | $19.64B | 110 | 2026-03-31 | → |
| 503 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | 76.1% | $37.50B | 195 | 2026-03-31 | → |
| 504 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | 75.8% | $18.16B | 20 | 2026-03-31 | → |
| 505 | CHANNING GLOBAL ADVISORS, LLC | 290893 | 75.8% | $1.11B | 8 | 2026-03-31 | → |
| 506 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | 75.7% | $18.30B | 27 | 2026-03-31 | → |
| 507 | LARRAINVIAL ASSET MANAGEMENT ADMINISTRADORA GENERAL DE FONDOS SA | 295522 | 75.6% | $2.29B | 93 | 2025-03-31 | → |
| 508 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | 75.3% | $26.46B | 149 | 2026-03-31 | → |
| 509 | LSV ASSET MANAGEMENT | 109918 | 75% | $104.25B | 45 | 2026-03-31 | → |
| 510 | NORTHCAPE CAPITAL PTY LTD | 332305 | 75% | $9.96B | 32 | 2026-04-30 | → |
| 511 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | 75% | $9.18B | 164 | 2026-03-31 | → |
| 512 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | 75% | $8.17B | 13 | 2026-03-31 | → |
| 513 | OASIS INVESTMENT STRATEGIES LLC | 152957 | 75% | $5.73B | 10 | 2026-03-31 | → |
| 514 | CAIN INTERNATIONAL ADVISERS LIMITED | 290217 | 75% | $2.77B | 92 | 2026-03-31 | → |
| 515 | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | 311808 | 75% | $2.72B | 25 | 2026-04-30 | → |
| 516 | HOISINGTON INVESTMENT MANAGEMENT CO | 107710 | 75% | $1.79B | 9 | 2026-03-31 | → |
| 517 | TDA, INC. | 112016 | 75% | $969.3M | 22 | 2025-12-31 | → |
| 518 | US AGRICULTURE, LLC | 282576 | 75% | $759.1M | 14 | 2026-03-31 | → |
| 519 | LFL ADVISERS, LLC | 163963 | 75% | $506.8M | 3 | 2026-03-31 | → |
| 520 | MICA CREEK CAPITAL LLC | 325642 | 75% | $300.5M | 4 | 2026-06-30 | → |
| 521 | UNISON ASSET MANAGEMENT LLC | 288249 | 75% | $298.2M | 5 | 2026-03-31 | → |
| 522 | HAZELVIEW SECURITIES (US) LLC | 174811 | 75% | $276.3M | 15 | 2026-03-31 | → |
| 523 | CAMBRIDGE WEALTH ADVISORS, LLC | 148889 | 75% | $237.0M | 2 | 2026-03-31 | → |
| 524 | OUTERLANDS CAPITAL MANAGEMENT, LLC | 327602 | 75% | $6.9M | 6 | 2026-03-31 | → |
| 525 | BRYAN ADVISORY SERVICES, LLC | 153659 | 75% | $2.4M | 1 | 2026-06-30 | → |
| 526 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | 74.5% | $11.54B | 71 | 2026-03-31 | → |
| 527 | DHK FINANCIAL ADVISORS INC | 106126 | 74.2% | $1.68B | 5 | 2025-03-31 | → |
| 528 | BIDDLE CAPITAL MANAGEMENT, INC. | 122434 | 74.1% | $199.5M | 5 | 2025-03-31 | → |
| 529 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | 73.7% | $21.93B | 28 | 2026-03-31 | → |
| 530 | NISA INVESTMENT ADVISORS, LLC | 107313 | 73.6% | $343.89B | 417 | 2026-03-31 | → |
| 531 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | 72.7% | $29.35B | 36 | 2026-03-31 | → |
| 532 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | 72.7% | $6.30B | 32 | 2025-09-30 | → |
| 533 | VERITAS ASSET MANAGEMENT LLP | 174314 | 72.5% | $19.13B | 42 | 2026-03-31 | → |
| 534 | LM CAPITAL GROUP, LLC | 120277 | 72.2% | $6.10B | 20 | 2026-03-31 | → |
| 535 | ONE OAK HOLDINGS LLC | 334282 | 72.2% | $110.4M | 7 | 2026-04-30 | → |
| 536 | WAYCROSS PARTNERS, LLC | 153838 | 72% | $1.18B | 13 | 2026-06-30 | → |
| 537 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | 133507 | 71.9% | $911.3M | 29 | 2026-02-28 | → |
| 538 | RAFFA WEALTH MANAGEMENT LLC | 136971 | 71.8% | $1.70B | 9 | 2026-03-31 | → |
| 539 | WHEELER RETIREMENT PLANS LLC | 327889 | 71.8% | $618.1M | 2 | 2026-01-31 | → |
| 540 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | 71.5% | $12.97B | 31 | 2026-05-31 | → |
| 541 | HEARD CAPITAL LLC | 297176 | 71.4% | $2.40B | 10 | 2026-04-30 | → |
| 542 | SHAWSPRING PARTNERS, LLC | 172766 | 71.4% | $438.7M | 7 | 2026-03-31 | → |
| 543 | SWS CAPITAL MANAGEMENT, LLC | 119043 | 71.4% | $413.1M | 10 | 2026-03-31 | → |
| 544 | RPM ADVISORS, LLC | 167729 | 71.4% | $149.4M | 1 | 2025-01-31 | → |
| 545 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | 71.3% | $267.16B | 262 | 2026-04-30 | → |
| 546 | PYRFORD INTERNATIONAL LTD | 105646 | 71% | $7.07B | 35 | 2026-06-30 | → |
| 547 | E.P.G., INCORPORATED | 106821 | 70.8% | $3.20B | 11 | 2026-03-31 | → |
| 548 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | 70.3% | $57.43B | 51 | 2026-04-30 | → |
| 549 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | 70.2% | $149.48B | 309 | 2026-06-30 | → |
| 550 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | 70% | $17.64B | 28 | 2025-07-31 | → |
| 551 | 8 KNOTS MANAGEMENT, LLC | 305473 | 70% | $2.03B | 3 | 2026-03-31 | → |
| 552 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 304290 | 70% | $1.05B | 20 | 2026-03-31 | → |
| 553 | SARDIS GROUP, LLC | 333854 | 70% | $531.2M | 6 | 2026-03-31 | → |
| 554 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | 70% | $187.35B | 227 | 2026-06-30 | → |
| 555 | PANAGORA ASSET MANAGEMENT INC | 105201 | 69.7% | $44.13B | 110 | 2026-03-31 | → |
| 556 | RESOLUTION CAPITAL (US) LIMITED | 298109 | 69.6% | $2.28B | 2 | 2025-09-30 | → |
| 557 | EKANTA WEALTH ADVISORS LLC | 282031 | 69.2% | $306.7M | 7 | 2026-03-31 | → |
| 558 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | 68.9% | $41.56B | 70 | 2026-03-31 | → |
| 559 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | 68.9% | $21.32B | 25 | 2026-03-31 | → |
| 560 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | 68.8% | $35.08B | 146 | 2026-01-31 | → |
| 561 | FOREST INVESTMENT ASSOCIATES L.P. | 110163 | 68.8% | $5.24B | 55 | 2026-04-30 | → |
| 562 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | 68.2% | $10.58B | 30 | 2026-06-30 | → |
| 563 | DONALD SMITH & CO., INC. | 104947 | 68.2% | $5.60B | 11 | 2026-03-31 | → |
| 564 | PAYDEN & RYGEL | 107160 | 67.8% | $158.23B | 194 | 2026-03-31 | → |
| 565 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | 67.8% | $81.09B | 569 | 2026-03-31 | → |
| 566 | OAC CAPITAL ADVISORS LLC | 317559 | 67.7% | $212.0M | 5 | 2026-03-31 | → |
| 567 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | 133243 | 67.2% | $929.4M | 8 | 2026-03-31 | → |
| 568 | SEIZERT CAPITAL PARTNERS, LLC | 108954 | 67.1% | $2.48B | 17 | 2026-02-28 | → |
| 569 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | 66.7% | $15.23B | 47 | 2026-03-31 | → |
| 570 | SETANTA ASSET MANAGEMENT LTD | 281781 | 66.7% | $15.02B | 24 | 2025-03-31 | → |
| 571 | AVIVA INVESTORS CANADA INC. | 333457 | 66.7% | $9.15B | 18 | 2026-03-31 | → |
| 572 | QCAM CURRENCY ASSET MANAGEMENT | 170341 | 66.7% | $6.61B | 10 | 2026-03-31 | → |
| 573 | CORONATION INVESTMENT MANAGEMENT INTERNATIONAL (PTY) LTD | 281225 | 66.7% | $6.58B | 23 | 2025-12-31 | → |
| 574 | 20 GATES MANAGEMENT LLC | 155480 | 66.7% | $4.97B | 10 | 2026-03-31 | → |
| 575 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | 66.7% | $4.40B | 12 | 2026-03-31 | → |
| 576 | CAPITAL GENERATION PARTNERS LLP | 281808 | 66.7% | $4.12B | 46 | 2026-05-31 | → |
| 577 | STRATEGIC INCOME MANAGEMENT, LLC | 151956 | 66.7% | $3.14B | 6 | 2026-05-31 | → |
| 578 | KBS REALTY ADVISORS, LLC | 119662 | 66.7% | $2.72B | 75 | 2026-03-31 | → |
| 579 | 3650 REIT INVESTMENT MANAGEMENT LLC | 286013 | 66.7% | $2.43B | 16 | 2026-03-31 | → |
| 580 | LAZARD ASSET MANAGEMENT (CANADA)INC | 106340 | 66.7% | $2.28B | 0 | 2026-03-31 | → |
| 581 | PASSAIC PARTNERS LLC | 313290 | 66.7% | $2.24B | 9 | 2026-03-31 | → |
| 582 | ALTRAVUE CAPITAL, LLC | 283260 | 66.7% | $1.41B | 4 | 2026-01-31 | → |
| 583 | SIO CAPITAL MANAGEMENT, LLC | 165989 | 66.7% | $1.29B | 13 | 2026-03-31 | → |
| 584 | DEAN CAPITAL MANAGEMENT, LLC | 145666 | 66.7% | $1.15B | 6 | 2026-06-30 | → |
| 585 | NEW CENTURY PARTNERS | 110350 | 66.7% | $1.12B | 1 | 2026-02-28 | → |
| 586 | MARKETS INFRASTRUCTURE PARTNERS LP | 335487 | 66.7% | $1.11B | 6 | 2026-05-31 | → |
| 587 | ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. | 324043 | 66.7% | $893.9M | 4 | 2026-03-31 | → |
| 588 | NEXANNUITY ASSET MANAGEMENT, L.P. | 309748 | 66.7% | $823.4M | 4 | 2026-05-31 | → |
| 589 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | 120109 | 66.7% | $763.7M | 16 | 2026-03-31 | → |
| 590 | ALPHA LEONIS PARTNERS, LLC | 314560 | 66.7% | $418.4M | 1 | 2026-03-31 | → |
| 591 | PHILOSMITH CAPITAL CORPORATION | 162082 | 66.7% | $380.5M | 9 | 2026-03-31 | → |
| 592 | CENTERSTONE INVESTORS LLC | 282959 | 66.7% | $374.7M | 7 | 2025-04-30 | → |
| 593 | CONGRUENCE CAPITAL, LLC | 328559 | 66.7% | $333.5M | 4 | 2026-04-30 | → |
| 594 | MEROS INVESTMENT MANAGEMENT, LP | 305152 | 66.7% | $255.5M | 10 | 2026-03-31 | → |
| 595 | LONE PEAK PARTNERS MANAGEMENT LP | 156546 | 66.7% | $210.4M | 3 | 2026-03-31 | → |
| 596 | JLENS | 331778 | 66.7% | $183.3M | 5 | 2025-10-31 | → |
| 597 | GSI CAPITAL ADVISORS LLC | 135143 | 66.7% | $182.4M | 4 | 2026-04-30 | → |
| 598 | SAPPHIRE STAR CAPITAL LLC | 226665 | 66.7% | $142.2M | 2 | 2026-03-31 | → |
| 599 | JASPER CAPITAL HONG KONG LIMITED | 306114 | 66.7% | $118.5M | 6 | 2026-03-31 | → |
| 600 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | 65.9% | $35.51B | 94 | 2026-03-31 | → |
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