Research Report · 2026-06-30
Registered Investment Advisers with the Highest Segment Assets per Client
SEC-registered investment advisers ranked by segment assets / client.
Firms
1,000
Total AUM
$84.92T
Median AUM
$18.06B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Segment Assets / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT, LLC | 338002 | $65.91B | $8.44T | 235 | 2026-05-31 | → |
| 2 | THE VANGUARD GROUP, INC. | 105958 | $48.65B | $11.09T | 1,702 | 2026-05-31 | → |
| 3 | TAULA CAPITAL MANAGEMENT (UK) LLP | 329863 | $45.54B | $273.22B | 40 | 2026-06-30 | → |
| 4 | TIAA-CREF INVESTMENT MANAGEMENT LLC | 107168 | $36.52B | $292.13B | 383 | 2026-03-31 | → |
| 5 | TAULA CAPITAL MANAGEMENT (JERSEY) LP | 330068 | $35.16B | $210.93B | 7 | 2026-06-30 | → |
| 6 | TAULA CAPITAL MANAGEMENT (US) LLC | 329865 | $35.16B | $210.93B | 23 | 2026-03-31 | → |
| 7 | VERITION FUND MANAGEMENT LLC | 156610 | $27.88B | $139.39B | 899 | 2026-03-31 | → |
| 8 | MILLENNIUM MANAGEMENT LLC | 158117 | $26.70B | $720.85B | 6,670 | 2026-03-31 | → |
| 9 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 294156 | $26.57B | $159.41B | 707 | 2026-06-30 | → |
| 10 | VANGUARD PORTFOLIO MANAGEMENT, LLC | 338003 | $26.30B | $2.66T | 105 | 2026-05-31 | → |
| 11 | CAPULA INVESTMENT US LP | 157589 | $17.18B | $137.44B | 80 | 2026-06-30 | → |
| 12 | LMR PARTNERS LLC | 292183 | $15.57B | $140.11B | 106 | 2026-06-30 | → |
| 13 | CITADEL ADVISORS LLC | 148826 | $15.42B | $570.62B | 3,284 | 2026-06-30 | → |
| 14 | AFLAC ASSET MANAGEMENT LLC | 304316 | $14.83B | $133.47B | 110 | 2026-03-31 | → |
| 15 | POINT72 ASSET MANAGEMENT, L.P. | 283077 | $14.43B | $274.10B | 3,345 | 2026-05-31 | → |
| 16 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | $14.05B | $323.08B | 246 | 2026-05-31 | → |
| 17 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | $13.56B | $122.05B | 60 | 2026-03-31 | → |
| 18 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $13.28B | $172.62B | 79 | 2026-06-30 | → |
| 19 | PRIMECAP MANAGEMENT CO | 105516 | $10.72B | $139.34B | 43 | 2026-03-31 | → |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | $10.52B | $1.74T | 194 | 2026-03-31 | → |
| 21 | NYL INVESTORS LLC | 169553 | $9.68B | $329.20B | 301 | 2026-03-31 | → |
| 22 | TENARON CAPITAL MANAGEMENT LP | 283249 | $9.40B | $56.41B | 26 | 2026-05-31 | → |
| 23 | D. E. SHAW & CO., L.P. | 108679 | $9.28B | $213.36B | 998 | 2026-03-31 | → |
| 24 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $8.88B | $88.78B | 101 | 2026-04-30 | → |
| 25 | ELEMENT CAPITAL MANAGEMENT LLC | 160309 | $8.69B | $43.43B | 64 | 2026-03-31 | → |
| 26 | BRACEBRIDGE CAPITAL, LLC | 158343 | $8.36B | $100.35B | 168 | 2026-03-31 | → |
| 27 | FEDERATED INVESTMENT MANAGEMENT COMPANY | 105138 | $8.31B | $590.10B | 106 | 2026-05-31 | → |
| 28 | BLACKROCK FUND ADVISORS | 105247 | $8.11B | $4.28T | 128 | 2026-05-31 | → |
| 29 | SQUAREPOINT OPS LLC | 172116 | $8.11B | $226.98B | 69 | 2026-04-30 | → |
| 30 | PGIM INVESTMENTS LLC | 105670 | $7.84B | $344.84B | 458 | 2026-05-31 | → |
| 31 | TIAA-CREF TUITION FINANCING, INC. | 108580 | $7.83B | $70.51B | 65 | 2026-06-30 | → |
| 32 | LINDEN ADVISORS LP | 135431 | $7.76B | $38.78B | 48 | 2026-03-31 | → |
| 33 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 152869 | $7.23B | $36.17B | 144 | 2026-03-31 | → |
| 34 | HOLOCENE ADVISORS, LP | 287999 | $7.20B | $50.43B | 115 | 2026-03-31 | → |
| 35 | RENAISSANCE TECHNOLOGIES LLC | 106661 | $6.88B | $96.38B | 310 | 2026-04-30 | → |
| 36 | PINE RIVER CAPITAL MANAGEMENT L.P. | 133720 | $6.70B | $46.87B | 31 | 2026-06-30 | → |
| 37 | WOODLINE PARTNERS LP | 301480 | $6.11B | $36.66B | 102 | 2026-03-31 | → |
| 38 | HUDSON BAY CAPITAL MANAGEMENT LP | 155910 | $5.82B | $40.71B | 418 | 2026-03-31 | → |
| 39 | BLACKROCK ADVISORS, LLC | 106614 | $5.80B | $1.10T | 146 | 2026-05-31 | → |
| 40 | SCHONFELD STRATEGIC ADVISORS LLC | 281984 | $5.78B | $225.25B | 997 | 2026-05-31 | → |
| 41 | THE PALISADES GROUP, LLC | 165609 | $5.56B | $27.78B | 90 | 2026-05-31 | → |
| 42 | TWO SIGMA INVESTMENTS, LP | 137137 | $5.54B | $232.82B | 1,555 | 2026-03-31 | → |
| 43 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | $5.51B | $38.57B | 32 | 2026-06-30 | → |
| 44 | AMERICAN BEACON ADVISORS, INC. | 105552 | $5.45B | $59.93B | 121 | 2026-03-31 | → |
| 45 | WALLEYE CAPITAL LLC | 161413 | $5.21B | $52.11B | 380 | 2026-04-30 | → |
| 46 | BALYASNY ASSET MANAGEMENT L.P. | 138111 | $5.17B | $248.14B | 2,434 | 2026-06-30 | → |
| 47 | VANGUARD ASSET MANAGEMENT, LIMITED | 282598 | $5.14B | $482.96B | 960 | 2025-05-31 | → |
| 48 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $5.10B | $40.83B | 27 | 2026-01-31 | → |
| 49 | HBK INVESTMENTS L.P. | 115079 | $5.09B | $35.61B | 198 | 2026-06-30 | → |
| 50 | TUDOR INVESTMENT CORPORATION | 159792 | $4.86B | $106.84B | 483 | 2026-03-31 | → |
| 51 | QUADRATURE US INC. | 332328 | $4.80B | $28.80B | 198 | 2026-06-30 | → |
| 52 | NLG CAPITAL, LLC | 109396 | $4.65B | $46.55B | 54 | 2026-03-31 | → |
| 53 | ENGINEERS GATE MANAGER LP | 172249 | $4.63B | $23.17B | 296 | 2026-03-31 | → |
| 54 | BNY MELLON INVESTMENT ADVISER, INC. | 105642 | $4.61B | $419.46B | 69 | 2026-06-30 | → |
| 55 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $4.52B | $162.89B | 45 | 2026-03-31 | → |
| 56 | CFI PARTNERS, LLC | 139531 | $4.39B | $26.31B | 47 | 2026-03-31 | → |
| 57 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $4.31B | $38.77B | 859 | 2026-03-31 | → |
| 58 | BESSEMER INVESTMENT MANAGEMENT LLC | 112215 | $4.27B | $47.00B | 70 | 2026-03-31 | → |
| 59 | III CAPITAL MANAGEMENT | 113539 | $4.20B | $88.24B | 9 | 2026-05-31 | → |
| 60 | SSGA FUNDS MANAGEMENT, INC. | 111242 | $4.19B | $1.42T | 241 | 2026-03-31 | → |
| 61 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $4.18B | $25.06B | 48 | 2026-06-30 | → |
| 62 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $4.17B | $183.53B | 114 | 2026-03-31 | → |
| 63 | MARINER INVESTMENT GROUP, LLC | 124744 | $4.16B | $149.62B | 146 | 2026-03-31 | → |
| 64 | JAIN GLOBAL LLC | 330309 | $4.05B | $32.39B | 427 | 2026-03-31 | → |
| 65 | BLACKSTONE MANAGEMENT PARTNERS L.L.C. | 136979 | $4.05B | $145.73B | 213 | 2026-03-31 | → |
| 66 | MOORE CAPITAL MANAGEMENT, LP | 160188 | $3.95B | $23.70B | 337 | 2026-03-31 | → |
| 67 | EGERTON CAPITAL (US), LP | 297738 | $3.91B | $19.53B | 8 | 2026-03-31 | → |
| 68 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $3.85B | $30.79B | 87 | 2026-03-31 | → |
| 69 | PDT PARTNERS, LLC | 163776 | $3.84B | $19.18B | 285 | 2026-03-31 | → |
| 70 | EGERTON CAPITAL (UK) LLP | 156384 | $3.82B | $19.12B | 36 | 2026-05-31 | → |
| 71 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $3.79B | $128.73B | 4,220 | 2026-06-30 | → |
| 72 | CAXTON ASSOCIATES LLP | 333153 | $3.77B | $71.56B | 130 | 2026-06-30 | → |
| 73 | APOLLO CREDIT MANAGEMENT, LLC | 156115 | $3.75B | $29.97B | 3,564 | 2026-03-31 | → |
| 74 | VIKING GLOBAL INVESTORS LP | 132272 | $3.72B | $78.20B | 274 | 2026-06-30 | → |
| 75 | 1823 PARTNERS (US) LLC | 333927 | $3.71B | $18.53B | 52 | 2026-03-31 | → |
| 76 | FUNDSMITH, LLP | 160365 | $3.70B | $18.51B | 43 | 2026-06-30 | → |
| 77 | MARSHALL WACE NORTH AMERICA L.P. | 135902 | $3.68B | $58.87B | 184 | 2026-05-31 | → |
| 78 | TEACHERS ADVISORS, LLC | 107157 | $3.67B | $436.33B | 383 | 2026-03-31 | → |
| 79 | AMG FUNDS LLC | 153456 | $3.65B | $18.25B | 99 | 2026-03-31 | → |
| 80 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $3.65B | $364.73B | 162 | 2026-03-31 | → |
| 81 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | 160265 | $3.64B | $18.19B | 32 | 2026-03-31 | → |
| 82 | INNOCAP GLOBAL INVESTMENT MANAGEMENT (IRELAND) LTD | 288550 | $3.62B | $141.06B | 14 | 2026-01-31 | → |
| 83 | DFA AUSTRALIA LIMITED | 107621 | $3.62B | $361.60B | 134 | 2026-03-31 | → |
| 84 | DURABLE CAPITAL PARTNERS LP | 305221 | $3.52B | $17.59B | 49 | 2026-04-30 | → |
| 85 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | 164537 | $3.44B | $34.39B | 228 | 2026-05-31 | → |
| 86 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $3.42B | $82.00B | 72 | 2026-03-31 | → |
| 87 | CARILLON TOWER ADVISERS, INC. | 174904 | $3.37B | $16.86B | 175 | 2026-05-31 | → |
| 88 | ROKOS CAPITAL MANAGEMENT (US) LP | 306046 | $3.37B | $20.20B | 51 | 2026-06-30 | → |
| 89 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | $3.35B | $107.29B | 1,421 | 2026-03-31 | → |
| 90 | DARSANA CAPITAL PARTNERS LP | 170862 | $3.33B | $16.67B | 23 | 2026-03-31 | → |
| 91 | NEW MOUNTAIN CAPITAL, L.L.C. | 161394 | $3.32B | $46.41B | 235 | 2026-03-31 | → |
| 92 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | 159050 | $3.25B | $32.48B | 412 | 2026-05-31 | → |
| 93 | TWO SIGMA ADVISERS, LP | 152254 | $3.23B | $74.26B | 101 | 2026-01-31 | → |
| 94 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | $3.22B | $16.10B | 250 | 2026-03-31 | → |
| 95 | VANGUARD GLOBAL ADVISERS, LLC | 164593 | $3.20B | $249.66B | 315 | 2026-05-31 | → |
| 96 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $3.19B | $204.18B | 112 | 2026-03-31 | → |
| 97 | ONE QUEEN CAPITAL INC. | 315926 | $3.18B | $15.90B | 11 | 2026-06-30 | → |
| 98 | JPMORGAN FUNDS LIMITED | 172045 | $3.15B | $72.40B | 0 | 2026-05-31 | → |
| 99 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $3.10B | $136.48B | 392 | 2026-05-31 | → |
| 100 | SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | $3.10B | $117.70B | 227 | 2026-05-31 | → |
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