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Research Report · 2026-06-30

Registered Investment Advisers with the Highest Investment Advisory Employee Share

SEC-registered investment advisers ranked by investment advisory employee share.

Firms
1,000
Total AUM
$17.46T
Median AUM
$608.3M
Latest Filing
2026-06-30
← PreviousPage 2 of 10 · 1,000 firmsNext →
Rank↕Firm NameCRD↕Investment Advisory Employee Share↕AUM↕Employees↕Latest Filing
101TPG RE FINANCE TRUST MANAGEMENT, L.P.288851100%$4.41B192026-03-31→
102AQR ARBITRAGE, LLC114626100%$4.38B182026-03-31→
103INVESCO INVESTMENT ADVISERS LLC104885100%$4.37B272026-03-31→
104WHITEHAVEN ASSET MANAGEMENT, LP170531100%$4.18B152026-03-31→
105SOUND INCOME STRATEGIES, LLC173272100%$4.18B1342026-01-31→
106WILDCAT CAPITAL MANAGEMENT, LLC162178100%$4.08B132026-05-31→
107FINANCIAL ADVOCATES INVESTMENT MANAGEMENT151298100%$4.07B852025-09-30→
108THOROUGHBRED FINANCIAL SERVICES, LLC47893100%$4.04B312026-03-31→
109BT FAMILY OFFICE, LLC305713100%$4.00B72026-03-31→
110ARGENT CAPITAL MANAGEMENT LLC107930100%$3.99B232026-03-31→
111TWO WEST CAPITAL ADVISORS LLC154543100%$3.89B152026-05-31→
112HV MANCO, LLC315050100%$3.88B452026-03-31→
113VOYA FINANCIAL ADVISORS, INC.2882100%$3.87B6382026-05-31→
114BFC PLANNING, INC.119682100%$3.84B2002026-03-31→
115PNC TC, LLC172753100%$3.55B1862026-06-30→
116FIL INVESTMENT ADVISORS (UK) LTD.110970100%$3.55B82026-03-31→
117RETIREMENT PLAN ADVISORS, LLC122758100%$3.54B472026-03-31→
118EQUITY INVESTMENT CORPORATION283930100%$3.51B272026-03-31→
119ANDROS CAPITAL PARTNERS LLC310641100%$3.51B62026-03-31→
120GLOBAL FOREST PARTNERS LP127064100%$3.50B242026-04-30→
121BLUEROCK FUND ADVISOR, LLC165015100%$3.46B112026-03-31→
122NORTH STAR ASSET MANAGEMENT INC106489100%$3.35B192026-05-31→
123SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED106201100%$3.30B172026-03-31→
124FORMENTERA PARTNERS LP311055100%$3.29B112026-03-31→
125CINVEN, INC.323534100%$3.28B202026-03-31→
126NASSAU CORAMERICA LLC334332100%$3.22B62026-03-31→
127TRILOGY CAPITAL, INC.281597100%$3.21B742026-06-30→
128ON INVESTMENT MANAGEMENT CO105662100%$3.15B1962026-04-30→
129CORNERSTONE ADVISORS, LLC300891100%$3.04B72026-03-31→
130PITTENGER & ANDERSON INC111033100%$3.03B142026-01-31→
131CARRICK LANE LLC309148100%$3.03B62026-03-31→
132LANDSCAPE CAPITAL MANAGEMENT LLC165336100%$3.03B102026-03-31→
133GLOBALT INVESTMENTS LLC328039100%$3.02B182026-04-30→
134VICUS CAPITAL, INC.116021100%$2.99B842026-03-31→
135MARCUM WEALTH, LLC134628100%$2.97B382025-05-31→
136HOLLENCREST CAPITAL MANAGEMENT, LLC46217100%$2.87B192026-06-30→
137KELLOGG ASSET MANAGEMENT, LLC150031100%$2.86B92026-03-31→
138EDGEWATER SERVICES, LLC159926100%$2.84B252026-04-30→
139EASTERLY INVESTMENT PARTNERS LLC299607100%$2.83B272026-04-30→
140TREK FINANCIAL, LLC109376100%$2.82B552026-05-31→
141MARINER INSTITUTIONAL, LLC111964100%$2.82B1482026-06-30→
142EXPAND FINANCIAL, LLC152515100%$2.77B62026-03-31→
143NEXPOINT ASSET MANAGEMENT, L.P.149653100%$2.76B62026-03-31→
1441789 CAPITAL MANAGEMENT, LLC335007100%$2.73B132026-03-31→
145PNC STEEL CITY ADVISORS, LLC172658100%$2.72B122026-05-31→
146JACOBI CAPITAL MANAGEMENT, LLC147663100%$2.64B312026-06-30→
147SUNBELT SECURITIES, INC.42180100%$2.64B682026-06-30→
148INGHAM RUSSELL INVESTMENT ADVISORS INC106299100%$2.62B102026-03-31→
149ARGOS CAPITAL PARTNERS, LLC116165100%$2.61B152026-04-30→
150S2G INVESTMENTS, LLC330022100%$2.58B552026-05-31→
151MAPLE CAPITAL MANAGEMENT, INC.130209100%$2.58B272026-03-31→
152ARTHUR VENTURES MANAGEMENT 2, LLC326592100%$2.56B192026-04-30→
153COMMERCE INVESTMENT ADVISORS, INC.104705100%$2.54B342026-03-31→
154DISCERENE GROUP LP154396100%$2.53B112026-03-31→
155HILLTOP SECURITIES INC.6220100%$2.51B922026-03-31→
156CORNERSTONE WEALTH GROUP, LLC289971100%$2.49B502026-03-31→
157ALIGN VENTURES SPECIAL OPPORTUNITY GP SPV I, LLC323154100%$2.46B172026-06-30→
158FIDUCIARY FIRST, LLC150330100%$2.46B72026-03-31→
159SILVER OAK SECURITIES INCORPORATED46947100%$2.45B1032026-05-31→
160YELLOW WOOD PARTNERS LLC161062100%$2.38B222026-03-31→
161WHITMAN/PETERSON, LLC296087100%$2.37B262026-04-30→
162CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC284980100%$2.33B62026-03-31→
163TIPTREE ADVISORS, LLC137758100%$2.31B132026-03-31→
164SAGEVIEW CAPITAL LP159560100%$2.31B212026-03-31→
165GAMMA INVESTING LLC312573100%$2.28B72026-03-31→
166GATEWAY WEALTH PARTNERS, LLC322789100%$2.28B832026-06-30→
167J.DEREK LEWIS & ASSOCIATES, INC.122307100%$2.28B102026-05-31→
168SATHER FINANCIAL GROUP, INC.109344100%$2.27B92026-01-31→
169MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC110152100%$2.26B142026-05-31→
170EMERALD INVESTMENT ADVISERS, LLC338769100%$2.26B122026-01-31→
171HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.285401100%$2.24B322026-03-31→
172LONGRANGE CAPITAL, L.P.309379100%$2.22B172026-03-31→
173OCCUDO QUANTITATIVE STRATEGIES LP310070100%$2.22B52026-03-31→
174GOLDEN STATE WEALTH MANAGEMENT, LLC167995100%$2.22B452026-03-31→
175INDEPENDENCE ASSET ADVISORS, LLC152963100%$2.19B52026-03-31→
176THE INVESTMENT COUNSEL COMPANY OF NEVADA19608100%$2.18B112026-03-31→
177TRANSAMERICA FINANCIAL ADVISORS, LLC16164100%$2.11B9912026-03-31→
178ESSEX WOODLANDS MANAGEMENT, INC.158263100%$2.06B132026-05-31→
179NATURAL INVESTMENTS PBLLC113348100%$2.05B242026-02-28→
180CARSON GROUP INVESTING, LLC291744100%$2.05B72026-05-31→
181VOLATILITY SHARES LLC321955100%$2.04B102026-03-31→
182POINT BREAK CAPITAL MANAGEMENT LLC164213100%$2.04B112026-05-31→
183HAMMES REALTY ADVISORS, LLC165693100%$2.02B402026-03-31→
184SMITH ANGLIN FINANCIAL, LLC144386100%$2.01B162025-05-31→
185ROSE SMART GROWTH INVESTMENT ADVISORS, LLC161271100%$2.00B502026-03-31→
186BALEFIRE, LLC168733100%$1.99B382026-03-31→
187TIMBERLAND INVESTMENT RESOURCES, LLC129663100%$1.98B302026-03-31→
188CENTEROAK ADVISER, L.P.175156100%$1.98B202026-03-31→
189BANKERS LIFE ADVISORY SERVICES, INC.281285100%$1.94B3842026-03-31→
190FOURTHOUGHT FINANCIAL PARTNERS, LLC.323060100%$1.93B202026-04-30→
191CONSERVEST CAPITAL ADVISORS INC111353100%$1.92B72026-03-31→
192PREP INVESTMENT ADVISERS, L.L.C.296631100%$1.91B342026-03-31→
193RESOLUTE ADVISORS LLC300326100%$1.91B52026-03-31→
194CAPITAL MANAGEMENT ASSOCIATES INC105010100%$1.88B172026-03-31→
195IAG WEALTH PARTNERS, LLC109721100%$1.87B152026-03-31→
196CLARITY FINANCIAL, LLC150661100%$1.84B162026-05-31→
197PALISADES HUDSON ASSET MANAGEMENT, L.P.109134100%$1.84B142026-03-31→
198INDEPENDENCE SQUARE HOLDINGS, LLC300139100%$1.83B372026-03-31→
199WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC157766100%$1.83B82026-03-31→
200KAINOS CAPITAL LP165607100%$1.81B252026-04-30→

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Sleeve1,000 firms · 2026-06-30