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 | |
|---|---|---|---|---|---|---|---|
| 801 | BALLYROCK INVESTMENT ADVISORS LLC | 115324 | $458.1M | $10.99B | 5 | 2026-03-31 | → |
| 802 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | $457.8M | $20.14B | 1 | 2026-03-31 | → |
| 803 | INTEGRUM HOLDINGS LP | 314678 | $457.1M | $5.49B | 25 | 2026-05-31 | → |
| 804 | CORVEX MANAGEMENT LP | 158197 | $456.8M | $4.57B | 16 | 2026-03-31 | → |
| 805 | THOMPSON STREET CAPITAL MANAGER LLC | 156679 | $456.5M | $4.57B | 43 | 2026-03-31 | → |
| 806 | REDDING RIDGE ASSET MANAGEMENT (UK) LLP | 284256 | $456.1M | $13.23B | 67 | 2026-03-31 | → |
| 807 | BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC | 307525 | $455.5M | $4.10B | 240 | 2025-12-31 | → |
| 808 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $453.2M | $12.24B | 12 | 2026-03-31 | → |
| 809 | PERCEPTIVE ADVISORS LLC. | 154703 | $452.5M | $11.77B | 49 | 2026-03-31 | → |
| 810 | ELMTREE FUNDS, LLC | 286094 | $452.2M | $7.23B | 34 | 2025-11-30 | → |
| 811 | HOLLYPORT CAPITAL LLP | 289306 | $451.8M | $12.20B | 84 | 2026-06-30 | → |
| 812 | EXCELLERE CAPITAL MANAGEMENT LLC | 142904 | $451.1M | $2.26B | 26 | 2026-03-31 | → |
| 813 | THE STERLING GROUP, L.P. | 157406 | $450.7M | $9.01B | 87 | 2026-03-31 | → |
| 814 | MACKAY SHIELDS LLC | 107717 | $450.6M | $159.52B | 206 | 2026-04-30 | → |
| 815 | HALSEYPOINT ASSET MANAGEMENT, LLC | 305194 | $450.5M | $4.51B | 13 | 2026-03-31 | → |
| 816 | HARVEST PARTNERS, LP | 158284 | $449.9M | $20.25B | 102 | 2026-03-31 | → |
| 817 | DISCOVERY CAPITAL MANAGEMENT, LLC | 161263 | $449.9M | $6.75B | 36 | 2026-03-31 | → |
| 818 | TENG YUE PARTNERS, L.P. | 162895 | $449.5M | $2.25B | 29 | 2026-03-31 | → |
| 819 | OEP CAPITAL ADVISORS, L.P. | 173626 | $449.5M | $15.73B | 77 | 2026-03-31 | → |
| 820 | KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. | 309194 | $449.4M | $4.94B | 16 | 2026-03-31 | → |
| 821 | EVANSTON CAPITAL MANAGEMENT, LLC | 120338 | $449.1M | $4.49B | 28 | 2026-03-31 | → |
| 822 | WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | $448.9M | $8.08B | 36 | 2026-03-31 | → |
| 823 | SPRINGS CAPITAL (HONG KONG) LIMITED | 168321 | $448.4M | $7.17B | 17 | 2026-06-30 | → |
| 824 | THE ROCK CREEK GROUP, LP | 125409 | $448.4M | $18.38B | 62 | 2026-05-31 | → |
| 825 | GREENBACKER CAPITAL MANAGEMENT LLC | 277101 | $448.0M | $3.14B | 128 | 2026-03-31 | → |
| 826 | MASON CAPITAL MANAGEMENT LLC | 158797 | $447.5M | $2.24B | 15 | 2026-03-31 | → |
| 827 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $447.4M | $76.06B | 116 | 2026-03-31 | → |
| 828 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $446.4M | $18.30B | 67 | 2026-05-31 | → |
| 829 | TOWERBROOK CAPITAL PARTNERS L.P. | 155730 | $446.3M | $27.67B | 132 | 2026-06-30 | → |
| 830 | PANAGORA ASSET MANAGEMENT INC | 105201 | $445.8M | $44.13B | 110 | 2026-03-31 | → |
| 831 | AGL CREDIT MANAGEMENT LLC | 299601 | $444.8M | $25.80B | 83 | 2026-03-31 | → |
| 832 | RWC ASSET MANAGEMENT LLP | 168656 | $444.0M | $17.32B | 149 | 2026-03-31 | → |
| 833 | OCCUDO QUANTITATIVE STRATEGIES LP | 310070 | $443.4M | $2.22B | 5 | 2026-03-31 | → |
| 834 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $443.2M | $66.93B | 39 | 2026-06-30 | → |
| 835 | SMARTX ADVISORY SOLUTIONS LLC | 297680 | $442.5M | $26.99B | 96 | 2026-03-31 | → |
| 836 | THIRD POINT LLC | 137927 | $442.0M | $28.73B | 143 | 2026-05-31 | → |
| 837 | ASB CAPITAL MANAGEMENT LLC | 110995 | $441.9M | $36.68B | 62 | 2026-04-30 | → |
| 838 | DIMENSIONAL FUND ADVISORS LP | 106482 | $441.5M | $1.02T | 1,168 | 2026-03-31 | → |
| 839 | COOPER CREEK PARTNERS MANAGEMENT LLC | 157746 | $441.3M | $3.09B | 11 | 2026-03-31 | → |
| 840 | ABRDN INVESTMENTS LIMITED | 162309 | $441.2M | $206.50B | 1,296 | 2026-05-31 | → |
| 841 | CANYON CLO ADVISORS LP | 226636 | $441.2M | $11.91B | 161 | 2026-03-31 | → |
| 842 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $441.2M | $68.38B | 382 | 2026-03-31 | → |
| 843 | RIVERWOOD CAPITAL MANAGEMENT L.P. | 158267 | $440.4M | $6.17B | 51 | 2026-03-31 | → |
| 844 | CAPITAL INTERNATIONAL, INC. | 110682 | $440.0M | $51.92B | 263 | 2026-05-31 | → |
| 845 | ROCKLAND CAPITAL, LP | 156791 | $439.3M | $4.39B | 24 | 2026-03-31 | → |
| 846 | ACADIAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | 322795 | $438.9M | $5.71B | 19 | 2026-03-31 | → |
| 847 | NAPIER PARK GLOBAL CAPITAL LTD | 157629 | $438.9M | $9.22B | 22 | 2026-04-30 | → |
| 848 | DENHAM CAPITAL MANAGEMENT LP | 156605 | $438.7M | $5.26B | 29 | 2026-03-31 | → |
| 849 | MML INVESTMENT ADVISERS, LLC | 169568 | $438.4M | $24.55B | 18 | 2026-05-31 | → |
| 850 | INVUS FINANCIAL ADVISORS, LLC | 161603 | $438.2M | $16.21B | 70 | 2026-05-31 | → |
| 851 | BANNER RIDGE PARTNERS, LP | 304928 | $437.8M | $15.32B | 27 | 2026-03-31 | → |
| 852 | AB BROADLY SYNDICATED LOAN MANAGER LLC | 308135 | $437.2M | $2.62B | 1 | 2026-03-31 | → |
| 853 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $436.9M | $18.79B | 711 | 2026-05-31 | → |
| 854 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $435.7M | $70.14B | 320 | 2026-06-30 | → |
| 855 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $434.7M | $311.70B | 728 | 2026-05-31 | → |
| 856 | TRINITAS CAPITAL MANAGEMENT, LLC | 281328 | $434.6M | $19.56B | 26 | 2026-03-31 | → |
| 857 | MOTLEY FOOL ASSET MANAGEMENT, LLC | 149688 | $433.9M | $2.60B | 14 | 2025-12-31 | → |
| 858 | CLOVER CREDIT MANAGEMENT, LLC | 307632 | $433.9M | $3.47B | 711 | 2026-03-31 | → |
| 859 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $433.5M | $11.27B | 42 | 2026-06-30 | → |
| 860 | SYCAMORE PARTNERS MANAGEMENT, L.P. | 284346 | $433.2M | $14.30B | 60 | 2026-03-31 | → |
| 861 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $433.1M | $35.51B | 94 | 2026-03-31 | → |
| 862 | LANDSCAPE CAPITAL MANAGEMENT LLC | 165336 | $432.8M | $3.03B | 10 | 2026-03-31 | → |
| 863 | EAST END ADVISORS, LLC | 147144 | $432.6M | $6.06B | 17 | 2026-04-30 | → |
| 864 | ICG INVESTMENTS INC | 162589 | $432.1M | $49.69B | 94 | 2026-03-31 | → |
| 865 | LEADING EDGE INVESTMENT ADVISORS,LLC | 136476 | $430.9M | $5.17B | 13 | 2026-02-28 | → |
| 866 | THE CATALYST CAPITAL GROUP INC. | 155299 | $430.1M | $2.58B | 16 | 2026-04-30 | → |
| 867 | BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. | 142922 | $430.1M | $3.01B | 293 | 2026-03-31 | → |
| 868 | MERIDIEM CAPITAL PARTNERS LP | 318498 | $430.1M | $2.15B | 16 | 2026-03-31 | → |
| 869 | CARVAL CLO MANAGEMENT LLC | 298135 | $429.7M | $7.30B | 1 | 2026-03-31 | → |
| 870 | KOHLBERG & CO., L.L.C. | 160745 | $428.7M | $17.15B | 91 | 2026-05-31 | → |
| 871 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $428.2M | $42.39B | 63 | 2026-05-31 | → |
| 872 | KENNEDY LEWIS LOAN MANAGEMENT LLC | 316091 | $428.1M | $9.42B | 144 | 2026-03-31 | → |
| 873 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $427.4M | $305.98B | 220 | 2026-03-31 | → |
| 874 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $426.9M | $80.27B | 89 | 2026-03-31 | → |
| 875 | KSL ADVISORS, LLC | 155677 | $426.9M | $25.61B | 135 | 2026-06-30 | → |
| 876 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $426.5M | $104.49B | 212 | 2026-05-31 | → |
| 877 | CANYON CAPITAL ADVISORS LLC | 107922 | $425.8M | $11.92B | 192 | 2026-03-31 | → |
| 878 | NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. | 307111 | $424.4M | $3.40B | 235 | 2026-06-30 | → |
| 879 | ADVISOR OS LLC | 287792 | $424.4M | $5.09B | 2 | 2026-03-31 | → |
| 880 | ALPINVEST US HOLDINGS, LLC | 328458 | $423.9M | $57.66B | 289 | 2026-03-31 | → |
| 881 | HUDSON AMERICAS L.P. | 156078 | $423.2M | $36.39B | 293 | 2026-03-31 | → |
| 882 | ACORN ADVISORY CAPITAL, L.P. | 133040 | $423.2M | $2.96B | 22 | 2026-03-31 | → |
| 883 | MAGNETAR FINANCIAL LLC | 136045 | $423.1M | $26.23B | 198 | 2026-03-31 | → |
| 884 | PHASE 3 CAPITAL MANAGEMENT LLC | 294408 | $423.0M | $2.54B | 9 | 2026-03-31 | → |
| 885 | NB ALTERNATIVES ADVISERS LLC | 149822 | $422.8M | $160.24B | 417 | 2026-03-31 | → |
| 886 | MACKENZIE INVESTMENTS ASIA LIMITED | 285521 | $422.2M | $2.53B | 13 | 2026-03-31 | → |
| 887 | PARTNERS GROUP US MANAGEMENT CLO LLC | 293856 | $421.9M | $9.70B | 0 | 2026-03-31 | → |
| 888 | AMPLIFY INVESTMENTS LLC | 173781 | $421.5M | $17.70B | 42 | 2026-03-31 | → |
| 889 | TPG PEP ADVISORS, LLC | 171288 | $421.2M | $2.95B | 9 | 2025-03-31 | → |
| 890 | CHARLESBANK CAPITAL PARTNERS, LLC | 160256 | $421.2M | $21.06B | 162 | 2026-04-30 | → |
| 891 | TRIVE CAPITAL MANAGEMENT LLC | 166910 | $421.2M | $8.00B | 87 | 2026-04-30 | → |
| 892 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $420.6M | $10.94B | 51 | 2026-03-31 | → |
| 893 | PORTFOLIO ADVISORS LLC | 105981 | $419.7M | $47.84B | 164 | 2026-03-31 | → |
| 894 | STEELHEAD PARTNERS,LLC | 116569 | $418.4M | $2.51B | 12 | 2026-03-31 | → |
| 895 | NO STREET GP LP | 299240 | $418.4M | $2.51B | 11 | 2026-03-31 | → |
| 896 | HGGC, LLC | 145684 | $416.8M | $10.84B | 57 | 2026-03-31 | → |
| 897 | VECTOR CAPITAL MANAGEMENT, L.P. | 171172 | $416.8M | $3.75B | 51 | 2026-06-30 | → |
| 898 | BRICKTOWN CAPITAL LLC | 319290 | $416.6M | $11.67B | 33 | 2026-03-31 | → |
| 899 | BAIN CAPITAL REAL ESTATE, LP | 291809 | $416.5M | $10.00B | 125 | 2026-06-30 | → |
| 900 | REGATTA LOAN MANAGEMENT LLC | 226518 | $416.4M | $3.33B | 0 | 2026-03-31 | → |
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