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 | |
|---|---|---|---|---|---|---|---|
| 601 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $585.7M | $62.67B | 239 | 2026-05-31 | → |
| 602 | WINDROSE HEALTH INVESTORS, LLC | 160311 | $584.5M | $7.01B | 22 | 2026-05-31 | → |
| 603 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $584.3M | $41.48B | 94 | 2026-06-30 | → |
| 604 | PATIENT SQUARE CAPITAL, LP | 312203 | $583.8M | $17.51B | 97 | 2026-05-31 | → |
| 605 | FIAM LLC | 133196 | $583.4M | $347.73B | 196 | 2026-03-31 | → |
| 606 | TRUST ADVISORS, INC. | 157508 | $580.5M | $6.97B | 76 | 2026-03-31 | → |
| 607 | SAPPHIRE VENTURES, LLC | 161558 | $580.2M | $10.44B | 72 | 2026-04-30 | → |
| 608 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $579.9M | $42.34B | 134 | 2026-03-31 | → |
| 609 | LINDSELL TRAIN LIMITED | 158323 | $578.4M | $9.25B | 30 | 2026-04-30 | → |
| 610 | SUNAMERICA ASSET MANAGEMENT, LLC | 107338 | $577.5M | $42.16B | 57 | 2026-05-31 | → |
| 611 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | 161684 | $577.3M | $6.35B | 30 | 2026-05-31 | → |
| 612 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $576.0M | $29.38B | 109 | 2026-03-31 | → |
| 613 | TANGENCY CAPITAL INVESTMENT ADVISORY LTD. | 316597 | $575.4M | $3.45B | 13 | 2026-03-31 | → |
| 614 | PICTET ASSET MANAGEMENT SA | 140074 | $575.1M | $330.70B | 549 | 2026-06-30 | → |
| 615 | LS POWER EQUITY ADVISORS, LLC | 158272 | $574.7M | $12.64B | 224 | 2026-04-30 | → |
| 616 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $574.1M | $20.09B | 27 | 2026-06-30 | → |
| 617 | SIXTH STREET ADVISERS, LLC | 159014 | $574.1M | $101.61B | 703 | 2026-05-31 | → |
| 618 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | $572.3M | $6.30B | 32 | 2025-09-30 | → |
| 619 | WIND POINT ADVISORS LLC | 156485 | $572.3M | $8.58B | 50 | 2026-03-31 | → |
| 620 | LANDMARK MANAGEMENT, LLC | 157511 | $572.2M | $6.29B | 30 | 2026-03-31 | → |
| 621 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | $570.1M | $24.51B | 159 | 2026-06-30 | → |
| 622 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $569.8M | $54.13B | 46 | 2026-03-31 | → |
| 623 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $569.1M | $37.56B | 50 | 2026-06-30 | → |
| 624 | NUT TREE CAPITAL MANAGEMENT, LP | 282219 | $568.6M | $5.12B | 13 | 2026-03-31 | → |
| 625 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $568.6M | $83.02B | 146 | 2026-03-31 | → |
| 626 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $568.4M | $82.99B | 99 | 2026-03-31 | → |
| 627 | MIROVA US LLC | 300152 | $567.3M | $13.62B | 64 | 2026-03-31 | → |
| 628 | BAYPINE HOLDINGS LP | 311154 | $566.4M | $5.10B | 55 | 2026-03-31 | → |
| 629 | FINANCIAL INTEGRITY ADVISORS, LLC | 130458 | $566.2M | $3.96B | 2 | 2026-03-31 | → |
| 630 | INVENOMIC CAPITAL MANAGEMENT LP | 287617 | $565.5M | $3.39B | 17 | 2026-03-31 | → |
| 631 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $564.7M | $144.00B | 1,583 | 2026-05-31 | → |
| 632 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | $564.6M | $83.56B | 250 | 2026-06-30 | → |
| 633 | PGIM LUXEMBOURG S.A. | 281562 | $564.4M | $18.63B | 40 | 2026-03-31 | → |
| 634 | MAN SOLUTIONS LIMITED | 108899 | $563.8M | $57.51B | 59 | 2026-06-30 | → |
| 635 | DEER MANAGEMENT CO. LLC | 159279 | $562.2M | $20.24B | 191 | 2026-05-31 | → |
| 636 | BLUE OWL GPSC ADVISORS LLC | 293945 | $560.1M | $94.65B | 40 | 2026-04-30 | → |
| 637 | AUDAX MANAGEMENT COMPANY, LLC | 160483 | $559.0M | $20.12B | 319 | 2026-04-30 | → |
| 638 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $558.7M | $54.20B | 177 | 2025-07-31 | → |
| 639 | PANTHEON VENTURES (US) LP | 153425 | $558.5M | $87.69B | 129 | 2026-03-31 | → |
| 640 | PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC | 288266 | $557.8M | $6.14B | 38 | 2026-05-31 | → |
| 641 | SULLIVAN REALTY CAPITAL, LLC | 158988 | $557.3M | $5.57B | 76 | 2026-03-31 | → |
| 642 | ULLICO INVESTMENT ADVISORS, INC. | 106628 | $557.0M | $13.92B | 92 | 2026-03-31 | → |
| 643 | BSP CLO MANAGEMENT LLC | 304962 | $556.3M | $12.24B | 241 | 2026-03-31 | → |
| 644 | VOYA INVESTMENTS, LLC | 111091 | $555.9M | $59.48B | 104 | 2026-03-31 | → |
| 645 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $554.5M | $18.85B | 46 | 2026-04-30 | → |
| 646 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $554.1M | $65.94B | 53 | 2026-05-31 | → |
| 647 | HV MANCO, LLC | 315050 | $554.0M | $3.88B | 45 | 2026-03-31 | → |
| 648 | FIRST SENTIER INVESTORS (UK) IM LIMITED | 281323 | $553.0M | $13.27B | 314 | 2026-03-31 | → |
| 649 | NEXPOINT ASSET MANAGEMENT, L.P. | 149653 | $552.9M | $2.76B | 6 | 2026-03-31 | → |
| 650 | CORTEC GROUP MANAGEMENT SERVICES, LLC | 161429 | $552.8M | $6.63B | 30 | 2026-03-31 | → |
| 651 | CARRHAE CAPITAL (DIFC) LIMITED | 337385 | $552.7M | $6.08B | 8 | 2026-06-30 | → |
| 652 | CDH INVESTMENT ADVISORY PRIVATE LIMITED | 163756 | $550.6M | $2.75B | 33 | 2026-03-31 | → |
| 653 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $550.4M | $18.16B | 20 | 2026-03-31 | → |
| 654 | ATALAN CAPITAL PARTNERS, LP | 226714 | $548.3M | $3.29B | 7 | 2026-04-30 | → |
| 655 | SENATOR INVESTMENT GROUP LP | 160935 | $547.1M | $4.92B | 26 | 2026-03-31 | → |
| 656 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $547.0M | $240.66B | 588 | 2026-03-31 | → |
| 657 | GSA CAPITAL PARTNERS LLP | 138805 | $546.0M | $4.91B | 153 | 2026-06-30 | → |
| 658 | CI GLOBAL INVESTMENTS INC. | 156752 | $545.8M | $14.74B | 2 | 2026-03-31 | → |
| 659 | WINCORAM ASSET MANAGEMENT LLC | 312425 | $545.7M | $8.19B | 28 | 2026-03-31 | → |
| 660 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $545.6M | $159.86B | 231 | 2026-03-31 | → |
| 661 | NINETY ONE UK LIMITED | 158310 | $544.7M | $130.19B | 439 | 2026-06-30 | → |
| 662 | CATALYST CAPITAL ADVISORS LLC | 139895 | $542.2M | $10.30B | 17 | 2026-03-31 | → |
| 663 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $540.9M | $326.70B | 1,116 | 2026-04-30 | → |
| 664 | CASPIAN CAPITAL, LP | 155751 | $540.5M | $7.03B | 29 | 2026-03-31 | → |
| 665 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $540.1M | $52.93B | 313 | 2026-04-30 | → |
| 666 | TCW PT MANAGEMENT COMPANY LLC | 333068 | $539.7M | $2.70B | 344 | 2026-05-31 | → |
| 667 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $539.4M | $18.88B | 44 | 2026-05-31 | → |
| 668 | PSG EQUITY L.L.C. | 295103 | $538.9M | $30.18B | 276 | 2026-03-31 | → |
| 669 | ONE ROCK CAPITAL PARTNERS, LLC | 160972 | $538.8M | $9.70B | 74 | 2026-03-31 | → |
| 670 | BENEFIT STREET PARTNERS LIMITED | 160617 | $538.4M | $22.61B | 164 | 2026-05-31 | → |
| 671 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $538.2M | $13.99B | 78 | 2026-06-30 | → |
| 672 | ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. | 150522 | $538.2M | $11.30B | 124 | 2026-03-31 | → |
| 673 | SCULPTOR CAPITAL LP | 107913 | $537.6M | $52.68B | 343 | 2026-04-30 | → |
| 674 | STG PARTNERS, LLC | 291048 | $537.1M | $13.43B | 87 | 2026-03-31 | → |
| 675 | SILVER CREEK ADVISORY PARTNERS LLC | 156667 | $536.8M | $10.20B | 47 | 2026-03-31 | → |
| 676 | TRANSWESTERN INVESTMENT MANAGEMENT, LLC | 159520 | $535.3M | $3.75B | 31 | 2026-03-31 | → |
| 677 | ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC | 298930 | $534.5M | $10.69B | 42 | 2026-03-31 | → |
| 678 | 36 NORTH CAPITAL MANAGEMENT, LLC | 317557 | $534.0M | $2.67B | 4 | 2026-02-28 | → |
| 679 | LONGPOINT PARTNERS LP | 283800 | $532.0M | $4.79B | 32 | 2026-03-31 | → |
| 680 | AIKYA INVESTMENT MANAGEMENT LIMITED | 310490 | $531.6M | $5.85B | 10 | 2026-05-31 | → |
| 681 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $530.7M | $40.33B | 177 | 2026-03-31 | → |
| 682 | FALFURRIAS MANAGEMENT PARTNERS LP | 163076 | $530.3M | $3.71B | 55 | 2026-03-31 | → |
| 683 | GREYSTAR INVESTMENT GROUP, LLC | 160665 | $529.0M | $36.50B | 588 | 2026-06-30 | → |
| 684 | 26NORTH PARTNERS LP | 322923 | $527.1M | $32.68B | 142 | 2026-03-31 | → |
| 685 | ETHOS CAPITAL LP | 306874 | $526.1M | $6.31B | 19 | 2026-03-31 | → |
| 686 | DIVCO WEST REAL ESTATE SERVICES, LLC | 156762 | $525.8M | $16.30B | 215 | 2026-03-31 | → |
| 687 | AVESI PARTNERS LLC | 314570 | $525.7M | $3.15B | 25 | 2026-03-31 | → |
| 688 | PARK SQUARE CAPITAL USA LP | 338573 | $524.9M | $18.90B | 147 | 2026-03-31 | → |
| 689 | FOURTH SAIL CAPITAL US LP | 332445 | $524.8M | $3.67B | 3 | 2026-03-31 | → |
| 690 | BRINLEY PARTNERS, LP | 316147 | $524.1M | $6.29B | 22 | 2026-03-31 | → |
| 691 | ABS INVESTMENT MANAGEMENT LLC | 127290 | $524.0M | $10.48B | 47 | 2026-06-30 | → |
| 692 | STRATEGIC INCOME MANAGEMENT, LLC | 151956 | $523.2M | $3.14B | 6 | 2026-05-31 | → |
| 693 | TGM ASSOCIATES L.P. | 108905 | $522.8M | $3.66B | 35 | 2026-04-30 | → |
| 694 | ENERGY CAPITAL PARTNERS MANAGEMENT, LP | 155020 | $521.8M | $33.39B | 95 | 2026-04-30 | → |
| 695 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $520.9M | $18.75B | 35 | 2026-03-31 | → |
| 696 | INVESCO REAL ESTATE MANAGEMENT S.À R.L. | 286069 | $517.8M | $13.46B | 43 | 2025-03-31 | → |
| 697 | AHL PARTNERS LLP | 167882 | $515.3M | $68.02B | 144 | 2026-06-30 | → |
| 698 | HINES CAPITAL ADVISORS LLC | 307282 | $514.9M | $5.15B | 839 | 2026-03-31 | → |
| 699 | CLEAN ENERGY TRANSITION LLP | 315409 | $514.5M | $4.63B | 14 | 2026-06-30 | → |
| 700 | SENVEST MANAGEMENT, LLC | 137312 | $514.4M | $4.12B | 25 | 2026-03-31 | → |
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