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 | |
|---|---|---|---|---|---|---|---|
| 101 | IFM INVESTORS (US) ADVISOR, LLC | 146366 | $3.09B | $40.23B | 157 | 2025-12-31 | → |
| 102 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | $3.05B | $24.42B | 37 | 2026-03-31 | → |
| 103 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | 334551 | $3.05B | $33.57B | 8 | 2026-03-31 | → |
| 104 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | $2.95B | $121.05B | 419 | 2026-06-30 | → |
| 105 | CAPSTONE INVESTMENT ADVISORS, LLC | 155563 | $2.95B | $91.53B | 304 | 2026-04-30 | → |
| 106 | ROYALTY PHARMA SUB-MANAGER, LLC | 335070 | $2.81B | $19.64B | 91 | 2026-05-31 | → |
| 107 | MORRISON US, LLC | 315983 | $2.80B | $27.97B | 20 | 2026-01-31 | → |
| 108 | FREESTONE GROVE PARTNERS LP | 328089 | $2.75B | $16.48B | 182 | 2026-03-31 | → |
| 109 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $2.74B | $208.39B | 115 | 2026-03-31 | → |
| 110 | ELLIOTT INVESTMENT MANAGEMENT L.P. | 307151 | $2.68B | $128.62B | 665 | 2026-05-31 | → |
| 111 | BAIN CAPITAL PRIVATE EQUITY, LP | 145653 | $2.68B | $96.43B | 919 | 2026-03-31 | → |
| 112 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $2.66B | $69.09B | 101 | 2026-03-31 | → |
| 113 | CEVIAN CAPITAL II GP LIMITED | 140659 | $2.55B | $17.85B | 61 | 2026-04-30 | → |
| 114 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $2.51B | $67.64B | 240 | 2026-03-31 | → |
| 115 | BLUE OWL CREDIT ADVISORS LLC | 282575 | $2.49B | $64.86B | 250 | 2026-03-31 | → |
| 116 | HELLMAN & FRIEDMAN LLC | 158614 | $2.45B | $110.42B | 120 | 2026-03-31 | → |
| 117 | ROARK CAPITAL MANAGEMENT, LLC | 160368 | $2.44B | $34.18B | 145 | 2026-03-31 | → |
| 118 | PHARO MANAGEMENT, INC. | 141216 | $2.44B | $14.62B | 48 | 2026-03-31 | → |
| 119 | BERKSHIRE PROPERTY ADVISORS, LLC | 161374 | $2.40B | $19.24B | 226 | 2026-03-31 | → |
| 120 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $2.35B | $25.84B | 30 | 2026-03-31 | → |
| 121 | 40/86 ADVISORS, INC. | 107740 | $2.35B | $30.50B | 84 | 2026-04-30 | → |
| 122 | 3G CAPITAL PARTNERS LP | 156934 | $2.33B | $16.31B | 19 | 2026-03-31 | → |
| 123 | CONSTELLATION INVESTMENTS, INC. | 107528 | $2.25B | $31.48B | 45 | 2026-03-31 | → |
| 124 | EQT REAL ESTATE, LLC | 161935 | $2.20B | $35.14B | 222 | 2026-03-31 | → |
| 125 | SMITH CAPITAL INVESTORS, LLC | 294402 | $2.19B | $13.11B | 30 | 2026-02-28 | → |
| 126 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $2.17B | $351.32B | 519 | 2026-04-30 | → |
| 127 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $2.15B | $25.85B | 8 | 2025-12-31 | → |
| 128 | BOSTON MANAGEMENT AND RESEARCH | 104853 | $2.15B | $154.73B | 203 | 2026-03-31 | → |
| 129 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $2.13B | $17.07B | 12 | 2026-03-31 | → |
| 130 | IFM INVESTORS PTY LTD | 162754 | $2.12B | $152.93B | 717 | 2025-11-30 | → |
| 131 | ARES CAPITAL MANAGEMENT LLC | 131619 | $2.12B | $97.62B | 634 | 2026-05-31 | → |
| 132 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $2.12B | $941.02B | 222 | 2026-03-31 | → |
| 133 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | 289751 | $2.11B | $80.17B | 79 | 2026-05-31 | → |
| 134 | CLAYTON, DUBILIER & RICE, LLC | 160492 | $2.08B | $87.35B | 271 | 2026-04-30 | → |
| 135 | THE BAUPOST GROUP, L.L.C. | 109530 | $2.06B | $24.68B | 210 | 2026-03-31 | → |
| 136 | READYSTATE ASSET MANAGEMENT LP | 317277 | $2.05B | $10.26B | 41 | 2026-03-31 | → |
| 137 | CLARION PARTNERS, LLC | 108803 | $2.05B | $73.68B | 321 | 2026-02-28 | → |
| 138 | PPM AMERICA, INC. | 107269 | $2.04B | $93.79B | 217 | 2026-05-31 | → |
| 139 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC | 147746 | $2.03B | $152.07B | 368 | 2026-06-30 | → |
| 140 | ONE INVESTMENT MANAGEMENT US LLC | 323617 | $2.02B | $10.08B | 27 | 2026-03-31 | → |
| 141 | SLATE PATH CAPITAL LP | 164751 | $2.00B | $11.99B | 25 | 2026-03-31 | → |
| 142 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | $1.99B | $37.86B | 164 | 2026-06-30 | → |
| 143 | SRS INVESTMENT MANAGEMENT, LLC | 157630 | $1.99B | $13.92B | 32 | 2026-06-30 | → |
| 144 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | $1.97B | $9.86B | 5 | 2026-02-28 | → |
| 145 | LEE OVERLAY PARTNERS LTD | 110822 | $1.93B | $21.26B | 30 | 2025-09-30 | → |
| 146 | TA ASSOCIATES MANAGEMENT, L.P. | 156699 | $1.90B | $55.07B | 266 | 2026-05-31 | → |
| 147 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $1.90B | $140.25B | 508 | 2026-06-30 | → |
| 148 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $1.89B | $24.58B | 12 | 2026-06-30 | → |
| 149 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | $1.87B | $24.32B | 145 | 2026-06-30 | → |
| 150 | ARINI CAPITAL MANAGEMENT US LLC | 331263 | $1.87B | $27.99B | 24 | 2026-06-30 | → |
| 151 | PGIM, INC. | 105676 | $1.85B | $1.13T | 1,990 | 2026-04-30 | → |
| 152 | JACKSON NATIONAL ASSET MANAGEMENT, LLC | 111079 | $1.84B | $246.30B | 156 | 2026-05-31 | → |
| 153 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 144533 | $1.83B | $399.90B | 2,593 | 2026-06-30 | → |
| 154 | CASTLE HOOK PARTNERS LP | 284968 | $1.83B | $10.96B | 35 | 2026-03-31 | → |
| 155 | WYNNCHURCH CAPITAL, L.P. | 173227 | $1.82B | $9.12B | 47 | 2026-03-31 | → |
| 156 | BLACKSTONE REAL ESTATE ADVISORS L.P. | 142979 | $1.82B | $130.74B | 547 | 2026-03-31 | → |
| 157 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $1.78B | $26.76B | 46 | 2026-03-31 | → |
| 158 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $1.78B | $563.78B | 956 | 2026-05-31 | → |
| 159 | ALPS ADVISORS, INC. | 134340 | $1.77B | $38.83B | 73 | 2026-03-31 | → |
| 160 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $1.76B | $26.46B | 59 | 2026-03-31 | → |
| 161 | AIP, LLC | 156878 | $1.75B | $17.47B | 94 | 2026-03-31 | → |
| 162 | TIGER GLOBAL MANAGEMENT, LLC | 160318 | $1.73B | $77.99B | 149 | 2026-03-31 | → |
| 163 | ABRAMS CAPITAL MANAGEMENT, L.P. | 155729 | $1.72B | $13.74B | 38 | 2026-03-31 | → |
| 164 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | $1.71B | $51.26B | 49 | 2026-04-30 | → |
| 165 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | 105790 | $1.68B | $212.05B | 357 | 2026-03-31 | → |
| 166 | DWS INTERNATIONAL GMBH | 105075 | $1.68B | $228.87B | 703 | 2026-05-31 | → |
| 167 | HARRISON STREET ADVISORS, LLC | 157983 | $1.68B | $20.18B | 321 | 2026-03-31 | → |
| 168 | DEEP TRACK CAPITAL, LP | 312459 | $1.67B | $8.37B | 19 | 2026-03-31 | → |
| 169 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $1.67B | $33.49B | 39 | 2026-06-30 | → |
| 170 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $1.67B | $26.70B | 88 | 2026-05-31 | → |
| 171 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | $1.65B | $8.25B | 11 | 2026-03-31 | → |
| 172 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $1.65B | $156.56B | 100 | 2026-06-30 | → |
| 173 | BOOTHBAY FUND MANAGEMENT, LLC | 163706 | $1.64B | $17.99B | 57 | 2026-06-30 | → |
| 174 | BRIDGEWATER ASSOCIATES, LP | 105129 | $1.61B | $150.16B | 1,135 | 2026-05-31 | → |
| 175 | WILMINGTON FUNDS MANAGEMENT CORPORATION | 105163 | $1.61B | $16.08B | 39 | 2026-03-31 | → |
| 176 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $1.61B | $12.85B | 46 | 2026-03-31 | → |
| 177 | DEERFIELD MANAGEMENT COMPANY, L.P. | 157876 | $1.59B | $19.08B | 189 | 2026-03-31 | → |
| 178 | SOROBAN CAPITAL PARTNERS LP | 157360 | $1.57B | $15.67B | 39 | 2026-03-31 | → |
| 179 | FIDUCIARY COUNSELORS INC. | 111827 | $1.57B | $20.35B | 8 | 2026-03-31 | → |
| 180 | THRIVENT ASSET MANAGEMENT, LLC | 137751 | $1.55B | $47.99B | 426 | 2026-03-31 | → |
| 181 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $1.54B | $123.58B | 322 | 2026-03-31 | → |
| 182 | VERITAS CAPITAL FUND MANAGEMENT, L.L.C. | 157123 | $1.54B | $53.81B | 146 | 2026-03-31 | → |
| 183 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $1.54B | $33.80B | 26 | 2026-06-30 | → |
| 184 | CHURCHILL INVESTMENT MANAGEMENT LLC | 305060 | $1.52B | $12.14B | 101 | 2026-03-31 | → |
| 185 | CORE AND VALUE ADVISORS, LLC | 156093 | $1.51B | $21.18B | 161 | 2026-06-30 | → |
| 186 | SESSA CAPITAL IM, L.P. | 166403 | $1.50B | $7.52B | 13 | 2026-03-31 | → |
| 187 | TREXQUANT INVESTMENT LP | 170476 | $1.50B | $13.48B | 167 | 2026-03-31 | → |
| 188 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $1.49B | $17.83B | 138 | 2026-04-30 | → |
| 189 | PARADIGM OPERATIONS LP | 299210 | $1.48B | $11.87B | 61 | 2026-06-30 | → |
| 190 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | 124365 | $1.45B | $7.27B | 10 | 2026-02-28 | → |
| 191 | TENOR CAPITAL MANAGEMENT COMPANY, L.P. | 153277 | $1.45B | $10.17B | 19 | 2026-03-31 | → |
| 192 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $1.45B | $33.37B | 47 | 2026-03-31 | → |
| 193 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | $1.45B | $514.05B | 1,244 | 2026-03-31 | → |
| 194 | JERICHO CAPITAL ASSET MANAGEMENT L.P. | 156701 | $1.44B | $10.11B | 10 | 2026-04-30 | → |
| 195 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | $1.44B | $11.51B | 7 | 2026-03-31 | → |
| 196 | LONGVIEW PARTNERS LLP | 139390 | $1.44B | $11.51B | 39 | 2026-03-31 | → |
| 197 | WARBURG PINCUS LLC | 156945 | $1.43B | $108.66B | 829 | 2026-03-31 | → |
| 198 | GC OPAL ADVISORS LLC | 289425 | $1.43B | $124.30B | 1,087 | 2026-06-30 | → |
| 199 | DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC | 285629 | $1.42B | $7.10B | 3 | 2026-03-31 | → |
| 200 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $1.42B | $24.07B | 127 | 2026-05-31 | → |
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