Research Report · 2026-06-30
Largest Registered Investment Advisers by Investment Advisory Employees
SEC-registered investment advisers ranked by reported employees engaged in investment advisory functions.
Firms
1,000
Total AUM
$125.63T
Median AUM
$22.07B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Investment Advisory Employees↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | MIO PARTNERS, INC. | 108637 | 66 | $59.59B | 287 | 2026-03-31 | → |
| 902 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | 66 | $44.30B | 182 | 2026-03-31 | → |
| 903 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | 66 | $37.86B | 164 | 2026-06-30 | → |
| 904 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | 66 | $29.38B | 109 | 2026-03-31 | → |
| 905 | INVESCO LOAN MANAGER, LLC | 306746 | 66 | $17.69B | 109 | 2026-03-31 | → |
| 906 | FTV MANAGEMENT COMPANY LP | 159568 | 66 | $11.86B | 119 | 2026-01-31 | → |
| 907 | BAIN CAPITAL REAL ESTATE, LP | 291809 | 66 | $10.00B | 125 | 2026-06-30 | → |
| 908 | JMG FINANCIAL GROUP LTD | 110302 | 66 | $7.50B | 103 | 2026-03-31 | → |
| 909 | T. ROWE PRICE ADVISORY SERVICES, INC. | 108958 | 66 | $5.90B | 92 | 2026-06-30 | → |
| 910 | SANDS CAPITAL ALTERNATIVES, LLC | 155517 | 66 | $5.41B | 182 | 2026-03-31 | → |
| 911 | TRINITY CAPITAL ADVISER LLC | 326133 | 66 | $157.6M | 106 | 2026-03-31 | → |
| 912 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | 65 | $156.56B | 100 | 2026-06-30 | → |
| 913 | QEP ADVISERS, LLC | 174733 | 65 | $28.77B | 144 | 2026-06-30 | → |
| 914 | HARVEST PARTNERS, LP | 158284 | 65 | $20.25B | 102 | 2026-03-31 | → |
| 915 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | 65 | $14.23B | 137 | 2026-06-30 | → |
| 916 | ROCKWOOD CAPITAL, LLC | 156663 | 65 | $10.61B | 65 | 2026-06-30 | → |
| 917 | ARSENAL CAPITAL MANAGEMENT LP | 156896 | 65 | $9.72B | 91 | 2026-03-31 | → |
| 918 | SAGARD HOLDINGS MANAGER LP | 304924 | 65 | $8.61B | 220 | 2026-04-30 | → |
| 919 | EDWARDS CAPITAL, LLC | 157864 | 65 | $7.89B | 65 | 2026-03-31 | → |
| 920 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | 65 | $5.64B | 130 | 2026-06-30 | → |
| 921 | KRILOGY FINANCIAL LLC | 149046 | 65 | $5.20B | 103 | 2026-03-31 | → |
| 922 | BISON WEALTH, LLC | 299805 | 65 | $2.74B | 78 | 2026-06-30 | → |
| 923 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | 111872 | 65 | $2.66B | 67 | 2026-03-31 | → |
| 924 | SLATE ADVISORY SERVICE (US) LLC | 310404 | 65 | $1.71B | 80 | 2026-03-31 | → |
| 925 | LATITUDE ADVISORS, LLC | 151001 | 65 | $566.5M | 66 | 2026-04-30 | → |
| 926 | QUANTUM ADVISERS, LLC | 160267 | 65 | $490.6M | 144 | 2026-06-30 | → |
| 927 | DIMENSIONAL FUND ADVISORS LTD | 107472 | 64 | $364.73B | 162 | 2026-03-31 | → |
| 928 | STERLING CAPITAL MANAGEMENT LLC | 135405 | 64 | $69.23B | 186 | 2026-03-31 | → |
| 929 | MARQUETTE ASSOCIATES, INC. | 21572 | 64 | $47.06B | 147 | 2026-05-31 | → |
| 930 | TIEDEMANN ADVISORS, LLC | 147189 | 64 | $31.01B | 182 | 2026-04-30 | → |
| 931 | MAGNETAR FINANCIAL LLC | 136045 | 64 | $26.23B | 198 | 2026-03-31 | → |
| 932 | K1 INVESTMENT MANAGEMENT LLC | 161953 | 64 | $23.60B | 75 | 2026-03-31 | → |
| 933 | VARDE MANAGEMENT, L.P. | 148949 | 64 | $16.13B | 197 | 2026-06-30 | → |
| 934 | WEISS ASSET MANAGEMENT LP | 155564 | 64 | $15.56B | 139 | 2026-03-31 | → |
| 935 | THE VISTRIA GROUP, LP | 167045 | 64 | $13.99B | 107 | 2026-05-31 | → |
| 936 | STONE POINT CREDIT ADVISER LLC | 310377 | 64 | $11.13B | 80 | 2026-03-31 | → |
| 937 | GRYPHON ADVISORS, LLC | 160185 | 64 | $9.32B | 166 | 2026-03-31 | → |
| 938 | STONE POINT CREDIT INCOME ADVISER LLC | 332241 | 64 | $1.19B | 80 | 2026-03-31 | → |
| 939 | FIRST ADVISORS NATIONAL, LLC | 166212 | 64 | $505.9M | 65 | 2026-03-31 | → |
| 940 | INCOME RESEARCH + MANAGEMENT | 104863 | 63 | $130.65B | 218 | 2026-03-31 | → |
| 941 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | 63 | $52.78B | 177 | 2026-03-31 | → |
| 942 | IFM INVESTORS (US) ADVISOR, LLC | 146366 | 63 | $40.23B | 157 | 2025-12-31 | → |
| 943 | EISLER CAPITAL (US) LLC | 315314 | 63 | $33.00B | 94 | 2025-07-31 | → |
| 944 | RWA WEALTH PARTNERS, LLC | 156984 | 63 | $19.80B | 178 | 2026-05-31 | → |
| 945 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | 63 | $12.04B | 121 | 2026-03-31 | → |
| 946 | COMPOSITION WEALTH, LLC | 143483 | 63 | $9.47B | 128 | 2026-03-31 | → |
| 947 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | 63 | $6.01B | 93 | 2026-03-31 | → |
| 948 | PERCHERON INVESTMENT MANAGEMENT LP | 312004 | 63 | $5.06B | 76 | 2026-03-31 | → |
| 949 | L.M. KOHN & COMPANY | 27913 | 63 | $2.09B | 85 | 2025-04-30 | → |
| 950 | NBC SECURITIES, INC. | 17870 | 63 | $1.78B | 68 | 2026-06-30 | → |
| 951 | INSPIRE ADVISORS, LLC | 300279 | 63 | $1.33B | 63 | 2026-06-30 | → |
| 952 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | 62 | $427.48B | 322 | 2026-03-31 | → |
| 953 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | 62 | $169.62B | 419 | 2026-03-31 | → |
| 954 | JARISLOWSKY, FRASER LIMITED | 107390 | 62 | $38.23B | 225 | 2025-05-31 | → |
| 955 | DIAMETER CAPITAL PARTNERS LP | 289307 | 62 | $28.76B | 119 | 2026-04-30 | → |
| 956 | BREGAL INVESTMENTS, INC. | 285006 | 62 | $27.55B | 101 | 2026-03-31 | → |
| 957 | ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. | 150522 | 62 | $11.30B | 124 | 2026-03-31 | → |
| 958 | SHORE CAPITAL PARTNERS MANAGEMENT, L.P. | 166745 | 62 | $9.26B | 202 | 2026-03-31 | → |
| 959 | HARBERT FUND ADVISORS, LLC | 110577 | 62 | $7.82B | 147 | 2026-03-31 | → |
| 960 | DIAMETER PRINCIPAL FINANCE LLC | 328057 | 62 | $3.45B | 119 | 2026-04-30 | → |
| 961 | MONTICELLOAM, LLC | 173553 | 62 | $923.3M | 73 | 2026-04-30 | → |
| 962 | DIAMETER DCF ADVISOR LLC | 335395 | 62 | $342.6M | 119 | 2026-04-30 | → |
| 963 | MELLON INVESTMENTS CORPORATION | 105764 | 61 | $873.87B | 98 | 2026-05-31 | → |
| 964 | SQUAREPOINT OPS LLC | 172116 | 61 | $226.98B | 69 | 2026-04-30 | → |
| 965 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | 61 | $187.35B | 227 | 2026-06-30 | → |
| 966 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | 61 | $110.95B | 147 | 2026-03-31 | → |
| 967 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | 61 | $88.78B | 101 | 2026-04-30 | → |
| 968 | HBK INVESTMENTS L.P. | 115079 | 61 | $35.61B | 198 | 2026-06-30 | → |
| 969 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | 61 | $25.39B | 204 | 2026-06-30 | → |
| 970 | ARTEMIS REAL ESTATE PARTNERS, LLC | 160668 | 61 | $11.42B | 64 | 2026-03-31 | → |
| 971 | PARALLEL ADVISORS, LLC | 140800 | 61 | $10.31B | 137 | 2026-06-30 | → |
| 972 | RIDGEMONT PARTNERS MANAGEMENT, LLC | 157421 | 61 | $10.26B | 61 | 2026-03-31 | → |
| 973 | ASANA PARTNERS, LP | 284477 | 61 | $8.35B | 125 | 2026-04-30 | → |
| 974 | DAKOTA WEALTH, LLC | 297987 | 61 | $6.94B | 91 | 2026-03-31 | → |
| 975 | ADVISORY ALPHA, LLC | 158282 | 61 | $4.37B | 66 | 2026-03-31 | → |
| 976 | GAUGE CAPITAL LLC | 169890 | 61 | $3.39B | 67 | 2026-03-31 | → |
| 977 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | 282448 | 61 | $1.39B | 77 | 2025-03-31 | → |
| 978 | SCF INVESTMENT ADVISORS, INC. | 123608 | 61 | $1.35B | 263 | 2025-09-30 | → |
| 979 | BEACON GLOBAL ADVISOR NETWORK, LLC | 288833 | 61 | $745.1M | 61 | 2026-03-31 | → |
| 980 | CORE PLANNING, LLC | 154660 | 61 | $525.0M | 65 | 2026-05-31 | → |
| 981 | HELLMAN & FRIEDMAN LLC | 158614 | 60 | $110.42B | 120 | 2026-03-31 | → |
| 982 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | 60 | $85.67B | 367 | 2026-04-30 | → |
| 983 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | 60 | $35.52B | 68 | 2026-06-30 | → |
| 984 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | 60 | $35.05B | 70 | 2026-03-31 | → |
| 985 | ADDENDA CAPITAL INC. | 137034 | 60 | $29.02B | 163 | 2026-03-31 | → |
| 986 | KOHLBERG & CO., L.L.C. | 160745 | 60 | $17.15B | 91 | 2026-05-31 | → |
| 987 | ANTIPODES PARTNERS LIMITED | 299380 | 60 | $13.53B | 80 | 2025-09-30 | → |
| 988 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | 60 | $11.94B | 105 | 2026-03-31 | → |
| 989 | A&M CAPITAL ADVISORS, LP | 163576 | 60 | $7.20B | 86 | 2026-06-30 | → |
| 990 | ARGOSY CAPITAL GROUP, LLC | 160212 | 60 | $3.73B | 82 | 2026-06-30 | → |
| 991 | SOVRAN ADVISORS, LLC | 329415 | 60 | $1.87B | 64 | 2026-03-31 | → |
| 992 | TRUSTMONT ADVISORY GROUP, INC. | 106015 | 60 | $1.40B | 61 | 2026-03-31 | → |
| 993 | DAWSON PARTNERS (US) INC. | 339430 | 60 | $999.1M | 231 | 2026-06-30 | → |
| 994 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | 59 | $116.17B | 185 | 2026-06-30 | → |
| 995 | BRACEBRIDGE CAPITAL, LLC | 158343 | 59 | $100.35B | 168 | 2026-03-31 | → |
| 996 | T.ROWE PRICE HONG KONG LIMITED | 155827 | 59 | $42.34B | 134 | 2026-03-31 | → |
| 997 | DAWSON PARTNERS INC. | 281728 | 59 | $22.14B | 231 | 2026-06-30 | → |
| 998 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | 59 | $15.46B | 118 | 2026-05-31 | → |
| 999 | MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | 59 | $4.98B | 67 | 2026-03-31 | → |
| 1000 | WAUD CAPITAL PARTNERS, LLC | 160632 | 59 | $4.56B | 65 | 2026-03-31 | → |
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