Research Report · 2026-06-30
Registered Investment Advisers with the Highest Pooled Assets per Employee
SEC-registered investment advisers ranked by pooled assets / employee.
Firms
1,000
Total AUM
$105.45T
Median AUM
$12.79B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Pooled Assets / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT, LLC | 338002 | $35.90B | $8.44T | 235 | 2026-05-31 | → |
| 2 | TAULA CAPITAL MANAGEMENT (DIFC) LTD | 329853 | $35.15B | $210.92B | 6 | 2026-03-31 | → |
| 3 | BLACKROCK FUND ADVISORS | 105247 | $33.44B | $4.28T | 128 | 2026-05-31 | → |
| 4 | TAULA CAPITAL MANAGEMENT (JERSEY) LP | 330068 | $30.13B | $210.93B | 7 | 2026-06-30 | → |
| 5 | VANGUARD PORTFOLIO MANAGEMENT, LLC | 338003 | $25.30B | $2.66T | 105 | 2026-05-31 | → |
| 6 | TAULA CAPITAL MANAGEMENT (US) LLC | 329865 | $9.17B | $210.93B | 23 | 2026-03-31 | → |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | $8.91B | $1.74T | 194 | 2026-03-31 | → |
| 8 | BLACKROCK ADVISORS, LLC | 106614 | $7.34B | $1.10T | 146 | 2026-05-31 | → |
| 9 | III CAPITAL MANAGEMENT | 113539 | $7.01B | $88.24B | 9 | 2026-05-31 | → |
| 10 | TAULA CAPITAL MANAGEMENT (UK) LLP | 329863 | $6.83B | $273.22B | 40 | 2026-06-30 | → |
| 11 | THE VANGUARD GROUP, INC. | 105958 | $6.52B | $11.09T | 1,702 | 2026-05-31 | → |
| 12 | MELLON INVESTMENTS CORPORATION | 105764 | $6.32B | $873.87B | 98 | 2026-05-31 | → |
| 13 | BNY MELLON INVESTMENT ADVISER, INC. | 105642 | $6.08B | $419.46B | 69 | 2026-06-30 | → |
| 14 | SSGA FUNDS MANAGEMENT, INC. | 111242 | $5.84B | $1.42T | 241 | 2026-03-31 | → |
| 15 | FEDERATED INVESTMENT MANAGEMENT COMPANY | 105138 | $5.57B | $590.10B | 106 | 2026-05-31 | → |
| 16 | BRIGADE CAPITAL UK LLP | 173947 | $5.22B | $31.35B | 6 | 2026-03-31 | → |
| 17 | OC INVESTMENT MANAGEMENT LP | 314948 | $5.06B | $75.93B | 15 | 2026-05-31 | → |
| 18 | THREE FIFTY EIGHT INVESTMENT GROUP, LLC | 334965 | $5.00B | $25.00B | 5 | 2026-03-31 | → |
| 19 | GE INVESTMENT MANAGEMENT CORP | 323648 | $4.87B | $24.36B | 5 | 2026-01-31 | → |
| 20 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $4.62B | $23.48B | 5 | 2026-03-31 | → |
| 21 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | $4.53B | $132.63B | 29 | 2026-03-31 | → |
| 22 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | 334551 | $4.20B | $33.57B | 8 | 2026-03-31 | → |
| 23 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $4.06B | $941.02B | 222 | 2026-03-31 | → |
| 24 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $3.92B | $5.69T | 1,427 | 2026-03-31 | → |
| 25 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $3.79B | $33.19B | 7 | 2025-12-31 | → |
| 26 | SQUAREPOINT OPS LLC | 172116 | $3.29B | $226.98B | 69 | 2026-04-30 | → |
| 27 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $3.22B | $25.85B | 8 | 2025-12-31 | → |
| 28 | PRIMECAP MANAGEMENT CO | 105516 | $3.13B | $139.34B | 43 | 2026-03-31 | → |
| 29 | MASON STREET ADVISORS, LLC | 114085 | $3.01B | $39.08B | 13 | 2026-03-31 | → |
| 30 | COLLER INVESTMENT MANAGEMENT LTD | 111035 | $2.90B | $28.99B | 10 | 2025-06-30 | → |
| 31 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $2.89B | $23.79B | 6 | 2026-03-31 | → |
| 32 | BRANDYWINE MANAGERS, LLC | 137388 | $2.79B | $13.97B | 5 | 2026-04-30 | → |
| 33 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $2.62B | $3.75T | 1,417 | 2026-05-31 | → |
| 34 | DFA AUSTRALIA LIMITED | 107621 | $2.60B | $361.60B | 134 | 2026-03-31 | → |
| 35 | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | $2.49B | $167.15B | 67 | 2026-03-31 | → |
| 36 | EGERTON CAPITAL (US), LP | 297738 | $2.44B | $19.53B | 8 | 2026-03-31 | → |
| 37 | BLUE OWL GPSC ADVISORS LLC | 293945 | $2.37B | $94.65B | 40 | 2026-04-30 | → |
| 38 | BALLYROCK INVESTMENT ADVISORS LLC | 115324 | $2.20B | $10.99B | 5 | 2026-03-31 | → |
| 39 | AST INVESTMENT SERVICES, INC. | 108897 | $2.18B | $91.47B | 42 | 2026-05-31 | → |
| 40 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $2.17B | $364.73B | 162 | 2026-03-31 | → |
| 41 | TENARON CAPITAL MANAGEMENT LP | 283249 | $2.17B | $56.41B | 26 | 2026-05-31 | → |
| 42 | PACIFIC LIFE FUND ADVISORS LLC | 105169 | $2.14B | $42.81B | 20 | 2026-03-31 | → |
| 43 | GIGAFUND MANAGEMENT COMPANY, LLC | 289807 | $2.14B | $14.97B | 7 | 2026-03-31 | → |
| 44 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $2.12B | $172.62B | 79 | 2026-06-30 | → |
| 45 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $2.05B | $24.58B | 12 | 2026-06-30 | → |
| 46 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | $2.00B | $18.00B | 9 | 2026-06-30 | → |
| 47 | FEDERATED HERMES (UK) LLP | 169087 | $1.91B | $24.72B | 11 | 2026-03-31 | → |
| 48 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $1.78B | $204.18B | 112 | 2026-03-31 | → |
| 49 | CAPULA INVESTMENT US LP | 157589 | $1.72B | $137.44B | 80 | 2026-06-30 | → |
| 50 | SYMMETRY INVESTMENTS US LLC | 317755 | $1.68B | $16.83B | 10 | 2026-03-31 | → |
| 51 | CORONATION GLOBAL FUND MANAGERS (IRELAND) LIMITED | 156599 | $1.65B | $9.87B | 6 | 2026-05-31 | → |
| 52 | PACER ADVISORS, INC. | 137381 | $1.61B | $38.64B | 24 | 2026-03-31 | → |
| 53 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $1.59B | $66.93B | 39 | 2026-06-30 | → |
| 54 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $1.58B | $1.72T | 946 | 2026-03-31 | → |
| 55 | JACKSON NATIONAL ASSET MANAGEMENT, LLC | 111079 | $1.58B | $246.30B | 156 | 2026-05-31 | → |
| 56 | GRANITESHARES ADVISORS LLC | 287806 | $1.53B | $9.19B | 6 | 2026-01-31 | → |
| 57 | PINE RIVER CAPITAL MANAGEMENT L.P. | 133720 | $1.51B | $46.87B | 31 | 2026-06-30 | → |
| 58 | HAIDAR CAPITAL MANAGEMENT LLC | 159798 | $1.49B | $13.40B | 9 | 2026-03-31 | → |
| 59 | SANDERS CAPITAL, LLC | 151480 | $1.47B | $122.18B | 26 | 2026-03-31 | → |
| 60 | ONE QUEEN CAPITAL INC. | 315926 | $1.45B | $15.90B | 11 | 2026-06-30 | → |
| 61 | EXCHANGE TRADED CONCEPTS, LLC | 151197 | $1.43B | $22.95B | 16 | 2026-02-28 | → |
| 62 | THE WINDACRE PARTNERSHIP LLC | 168761 | $1.43B | $11.42B | 8 | 2026-03-31 | → |
| 63 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $1.42B | $17.07B | 12 | 2026-03-31 | → |
| 64 | MML INVESTMENT ADVISERS, LLC | 169568 | $1.36B | $24.55B | 18 | 2026-05-31 | → |
| 65 | ALPHADYNE ASSET MANAGEMENT LP | 154176 | $1.36B | $164.83B | 121 | 2026-03-31 | → |
| 66 | NUVEEN FUND ADVISORS, LLC | 104626 | $1.36B | $186.25B | 137 | 2026-03-31 | → |
| 67 | VENERABLE INVESTMENT ADVISERS, LLC | 330755 | $1.36B | $16.27B | 12 | 2026-05-31 | → |
| 68 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $1.35B | $3.67T | 1,968 | 2026-05-31 | → |
| 69 | FIAM LLC | 133196 | $1.32B | $347.73B | 196 | 2026-03-31 | → |
| 70 | LMR PARTNERS LLC | 292183 | $1.32B | $140.11B | 106 | 2026-06-30 | → |
| 71 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $1.31B | $156.56B | 100 | 2026-06-30 | → |
| 72 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $1.27B | $22.77B | 11 | 2026-03-31 | → |
| 73 | WINSHORE CAPITAL PARTNERS LP | 300347 | $1.26B | $6.30B | 5 | 2026-06-30 | → |
| 74 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $1.25B | $305.98B | 220 | 2026-03-31 | → |
| 75 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $1.24B | $65.94B | 53 | 2026-05-31 | → |
| 76 | RAFFERTY ASSET MANAGEMENT, LLC | 112526 | $1.23B | $55.24B | 45 | 2026-03-31 | → |
| 77 | FRANKLIN ADVISERS, INC. | 104517 | $1.21B | $509.45B | 384 | 2026-05-31 | → |
| 78 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $1.21B | $1.25T | 662 | 2026-06-30 | → |
| 79 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | $1.21B | $38.57B | 32 | 2026-06-30 | → |
| 80 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $1.18B | $102.10B | 86 | 2026-03-31 | → |
| 81 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $1.17B | $33.80B | 26 | 2026-06-30 | → |
| 82 | FEDERATED MDTA LLC | 109355 | $1.17B | $25.95B | 21 | 2026-05-31 | → |
| 83 | BIMINI ADVISORS, LLC | 164944 | $1.17B | $11.68B | 10 | 2026-04-30 | → |
| 84 | ARINI CAPITAL MANAGEMENT US LLC | 331263 | $1.17B | $27.99B | 24 | 2026-06-30 | → |
| 85 | SITUATIONAL AWARENESS LP | 333011 | $1.16B | $9.28B | 8 | 2026-06-30 | → |
| 86 | BRIDGEPOINT LLC | 322260 | $1.15B | $24.18B | 21 | 2026-04-30 | → |
| 87 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $1.15B | $208.39B | 115 | 2026-03-31 | → |
| 88 | ADAGE CAPITAL MANAGEMENT, L.P. | 160679 | $1.14B | $70.44B | 62 | 2026-03-31 | → |
| 89 | CAPITAL BANK AND TRUST COMPANY | 170017 | $1.12B | $139.29B | 121 | 2026-05-31 | → |
| 90 | PENSERRA CAPITAL MANAGEMENT LLC | 159042 | $1.09B | $17.50B | 16 | 2026-03-31 | → |
| 91 | UNIVERSA INVESTMENTS L.P. | 146052 | $1.07B | $21.35B | 20 | 2026-03-31 | → |
| 92 | NUMERIC INVESTORS LLC | 131684 | $1.06B | $94.40B | 54 | 2026-04-30 | → |
| 93 | ARMOUR CAPITAL MANAGEMENT LP | 164570 | $1.05B | $21.01B | 20 | 2026-03-31 | → |
| 94 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | $1.05B | $51.26B | 49 | 2026-04-30 | → |
| 95 | HRTG GPE, LLC | 157389 | $1.04B | $27.10B | 26 | 2026-06-30 | → |
| 96 | ALPHA ARCHITECT, LLC | 153905 | $1.04B | $13.50B | 12 | 2026-06-30 | → |
| 97 | GUIDESTONE CAPITAL MANAGEMENT, LLC | 112319 | $1.04B | $36.24B | 35 | 2026-04-30 | → |
| 98 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | $1.02B | $21.39B | 21 | 2026-03-31 | → |
| 99 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | 289751 | $1.01B | $80.17B | 79 | 2026-05-31 | → |
| 100 | DODGE & COX | 104596 | $1.01B | $466.56B | 336 | 2026-04-30 | → |
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