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 | |
|---|---|---|---|---|---|---|---|
| 501 | REGAL INVESTMENT ADVISORS LLC | 125004 | 118 | $2.88B | 131 | 2026-05-31 | → |
| 502 | WORLD INVESTMENTS, INC. | 20626 | 118 | $1.73B | 217 | 2025-10-31 | → |
| 503 | PPM AMERICA, INC. | 107269 | 117 | $93.79B | 217 | 2026-05-31 | → |
| 504 | CRESCENT CAPITAL GROUP LP | 153966 | 117 | $49.71B | 239 | 2026-05-31 | → |
| 505 | SILVER POINT CAPITAL, L.P. | 157738 | 117 | $46.23B | 357 | 2026-05-31 | → |
| 506 | MISSION WEALTH MANAGEMENT, LP | 113057 | 117 | $13.91B | 184 | 2026-04-30 | → |
| 507 | CBRE GLOBAL VALUE INVESTORS, LLC | 111590 | 117 | $6.11B | 195 | 2025-07-31 | → |
| 508 | SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC | 317225 | 117 | $1.26B | 357 | 2026-03-31 | → |
| 509 | SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC | 332374 | 117 | $358.6M | 357 | 2026-03-31 | → |
| 510 | SCULPTOR CAPITAL LP | 107913 | 116 | $52.68B | 343 | 2026-04-30 | → |
| 511 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | 116 | $50.44B | 161 | 2026-06-30 | → |
| 512 | CAPSTONE INVESTMENT ADVISORS, LLC | 155563 | 115 | $91.53B | 304 | 2026-04-30 | → |
| 513 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | 115 | $81.09B | 569 | 2026-03-31 | → |
| 514 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | 115 | $68.60B | 569 | 2026-04-30 | → |
| 515 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | 115 | $11.56B | 199 | 2026-03-31 | → |
| 516 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | 114 | $183.62B | 496 | 2026-03-31 | → |
| 517 | CALAMOS ADVISORS LLC | 105758 | 114 | $43.89B | 300 | 2026-04-30 | → |
| 518 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | 114 | $38.82B | 405 | 2026-05-31 | → |
| 519 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | 164537 | 114 | $34.39B | 228 | 2026-05-31 | → |
| 520 | FOCUS FINANCIAL NETWORK, INC. | 116140 | 114 | $6.82B | 189 | 2026-03-31 | → |
| 521 | MAM AMERICAS, INC. | 282639 | 114 | $4.27B | 262 | 2026-06-30 | → |
| 522 | OAK HILL ADVISORS, L.P. | 125352 | 113 | $100.72B | 435 | 2026-06-30 | → |
| 523 | AHL PARTNERS LLP | 167882 | 113 | $68.02B | 144 | 2026-06-30 | → |
| 524 | I SQUARED CAPITAL ADVISORS (US) LLC | 168339 | 113 | $60.09B | 331 | 2026-03-31 | → |
| 525 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | 113 | $22.84B | 213 | 2026-03-31 | → |
| 526 | CRESTLINE MANAGEMENT, L.P. | 122711 | 113 | $22.51B | 195 | 2026-03-31 | → |
| 527 | OHA PRIVATE CREDIT ADVISORS LLC | 319664 | 113 | $3.58B | 435 | 2026-03-31 | → |
| 528 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 144426 | 113 | $2.57B | 124 | 2026-01-31 | → |
| 529 | 1832 ASSET MANAGEMENT U.S. INC. | 120836 | 113 | $1.43B | 251 | 2026-05-31 | → |
| 530 | SCULPTOR ADVISORS LLC | 319598 | 113 | $989.0M | 334 | 2026-03-31 | → |
| 531 | OHA PRIVATE CREDIT ADVISORS II, L.P. | 322289 | 113 | $805.2M | 435 | 2026-03-31 | → |
| 532 | I SQUARED CAPITAL REGISTERED ADVISOR LLC | 332721 | 113 | $348.1M | 331 | 2026-03-31 | → |
| 533 | INSIGHT NORTH AMERICA LLC | 145995 | 112 | $171.09B | 238 | 2026-06-30 | → |
| 534 | MARSHALL WACE NORTH AMERICA L.P. | 135902 | 112 | $58.87B | 184 | 2026-05-31 | → |
| 535 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | 112 | $48.84B | 255 | 2026-06-30 | → |
| 536 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | 112 | $37.50B | 195 | 2026-03-31 | → |
| 537 | HUDSON AMERICAS L.P. | 156078 | 112 | $36.39B | 293 | 2026-03-31 | → |
| 538 | AEA QP ADVISERS LLC | 124560 | 112 | $15.46B | 157 | 2026-06-30 | → |
| 539 | AEA INVESTORS SBF LP | 132753 | 112 | $3.48B | 157 | 2026-06-30 | → |
| 540 | METZLER-PAYDEN, LLC | 108870 | 112 | $1.26B | 187 | 2026-03-31 | → |
| 541 | IP FINANCIAL ADVISORY SERVICES LLC | 305772 | 112 | $481.4M | 112 | 2026-06-30 | → |
| 542 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | 111 | $92.04B | 293 | 2026-06-30 | → |
| 543 | STRATEGIC VALUE PARTNERS, LLC | 138406 | 111 | $25.61B | 226 | 2026-06-30 | → |
| 544 | AUDAX MANAGEMENT COMPANY, LLC | 160483 | 111 | $20.12B | 319 | 2026-04-30 | → |
| 545 | BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. | 158784 | 111 | $20.08B | 293 | 2026-06-30 | → |
| 546 | KPS CAPITAL PARTNERS, LP | 157678 | 111 | $19.08B | 111 | 2026-03-31 | → |
| 547 | BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC | 165782 | 111 | $5.39B | 304 | 2026-04-30 | → |
| 548 | FROST INVESTMENT SERVICES, LLC | 286129 | 111 | $3.67B | 177 | 2026-03-31 | → |
| 549 | BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. | 142922 | 111 | $3.01B | 293 | 2026-03-31 | → |
| 550 | R.V. KUHNS & ASSOCIATES, INC. | 18005 | 111 | $827.9M | 127 | 2026-06-30 | → |
| 551 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | 110 | $150.40B | 254 | 2026-03-31 | → |
| 552 | BENEFIT STREET PARTNERS L.L.C. | 158672 | 110 | $28.32B | 241 | 2026-05-31 | → |
| 553 | BSP CLO MANAGEMENT LLC | 304962 | 110 | $12.24B | 241 | 2026-03-31 | → |
| 554 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | 110 | $10.53B | 292 | 2026-03-31 | → |
| 555 | ELDRIDGE CREDIT ADVISERS, LLC | 155736 | 110 | $8.46B | 292 | 2026-05-31 | → |
| 556 | BOLTON SECURITIES CORP | 129376 | 110 | $8.28B | 158 | 2026-03-31 | → |
| 557 | DIVERSIFY ADVISORY SERVICES, LLC | 326060 | 110 | $4.65B | 206 | 2026-06-30 | → |
| 558 | CORECAP ADVISORS, LLC | 158819 | 110 | $3.99B | 116 | 2026-03-31 | → |
| 559 | ELDRIDGE GP1 ADVISERS, LLC | 333934 | 110 | $510.0M | 292 | 2026-05-31 | → |
| 560 | ELDRIDGE SME ADVISERS, LLC | 334010 | 110 | $200.9M | 292 | 2026-05-31 | → |
| 561 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | 109 | $122.06B | 354 | 2025-03-31 | → |
| 562 | BLACKROCK (SINGAPORE) LIMITED | 164594 | 109 | $70.33B | 236 | 2026-06-30 | → |
| 563 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | 109 | $24.79B | 422 | 2026-03-31 | → |
| 564 | REALTERM TRANSPORTATION LLC | 322689 | 109 | $10.87B | 265 | 2026-05-31 | → |
| 565 | NATWEALTH MANAGEMENT (USA) INC | 310098 | 109 | $115.0M | 129 | 2025-12-31 | → |
| 566 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | 108 | $140.25B | 508 | 2026-06-30 | → |
| 567 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | 108 | $76.41B | 207 | 2026-03-31 | → |
| 568 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | 108 | $30.11B | 180 | 2026-03-31 | → |
| 569 | RIVERSIDE PARTNERS, LLC | 160523 | 108 | $13.53B | 248 | 2026-03-31 | → |
| 570 | SANTANDER SECURITIES LLC | 41791 | 108 | $3.14B | 449 | 2026-05-31 | → |
| 571 | INTEGRITY ADVISORY SOLUTIONS, LLC | 288817 | 108 | $1.10B | 113 | 2026-06-30 | → |
| 572 | MACKENZIE FINANCIAL CORPORATION | 110338 | 107 | $194.88B | 1,362 | 2026-03-31 | → |
| 573 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | 107 | $15.19B | 212 | 2026-03-31 | → |
| 574 | JAMESTOWN, L.P. | 158207 | 107 | $7.06B | 233 | 2026-05-31 | → |
| 575 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | 107 | $5.15B | 119 | 2026-06-30 | → |
| 576 | GLOBAL VIEW CAPITAL MANAGEMENT LLC | 158292 | 107 | $775.2M | 122 | 2026-05-31 | → |
| 577 | FEDERATED INVESTMENT MANAGEMENT COMPANY | 105138 | 106 | $590.10B | 106 | 2026-05-31 | → |
| 578 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | 106 | $149.48B | 309 | 2026-06-30 | → |
| 579 | OMERS INFRASTRUCTURE US LIMITED | 170309 | 106 | $17.83B | 138 | 2026-04-30 | → |
| 580 | MODERA WEALTH MANAGEMENT, LLC | 155649 | 106 | $17.68B | 238 | 2026-06-30 | → |
| 581 | CURI CAPITAL, LLC | 134249 | 106 | $11.58B | 180 | 2026-03-31 | → |
| 582 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | 106 | $7.34B | 161 | 2026-06-30 | → |
| 583 | RAINE CAPITAL LLC | 157939 | 106 | $2.75B | 183 | 2026-05-31 | → |
| 584 | VANGUARD PORTFOLIO MANAGEMENT, LLC | 338003 | 105 | $2.66T | 105 | 2026-05-31 | → |
| 585 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | 105 | $204.18B | 112 | 2026-03-31 | → |
| 586 | CLIFFWATER LLC | 132167 | 105 | $48.51B | 213 | 2026-05-31 | → |
| 587 | ASPIRIANT, LLC | 146720 | 105 | $18.05B | 218 | 2026-05-31 | → |
| 588 | FREESTONE GROVE PARTNERS LP | 328089 | 105 | $16.48B | 182 | 2026-03-31 | → |
| 589 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | 105 | $8.87B | 154 | 2026-04-30 | → |
| 590 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | 104 | $267.16B | 262 | 2026-04-30 | → |
| 591 | STONE POINT CAPITAL LLC | 156521 | 104 | $67.63B | 121 | 2026-03-31 | → |
| 592 | ROARK CAPITAL MANAGEMENT, LLC | 160368 | 104 | $34.18B | 145 | 2026-03-31 | → |
| 593 | CLEARSTEAD ADVISORS, LLC | 105674 | 104 | $33.88B | 280 | 2026-03-31 | → |
| 594 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | 104 | $15.13B | 205 | 2026-04-30 | → |
| 595 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | 104 | $5.68B | 186 | 2026-06-30 | → |
| 596 | ADVENT INTERNATIONAL, L.P. | 105673 | 103 | $91.63B | 262 | 2026-03-31 | → |
| 597 | SEGAL ADVISORS, INC. | 114687 | 103 | $50.15B | 112 | 2026-03-31 | → |
| 598 | HUB INVESTMENT PARTNERS, LLC | 307956 | 103 | $11.88B | 172 | 2026-06-30 | → |
| 599 | SILVER OAK SECURITIES INCORPORATED | 46947 | 103 | $2.45B | 103 | 2026-05-31 | → |
| 600 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | 102 | $351.32B | 519 | 2026-04-30 | → |
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