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 | |
|---|---|---|---|---|---|---|---|
| 601 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | 102 | $50.51B | 190 | 2026-04-30 | → |
| 602 | MODERN WEALTH MANAGEMENT, LLC | 324624 | 102 | $10.90B | 253 | 2026-04-30 | → |
| 603 | NWF ADVISORY SERVICES INC | 110410 | 102 | $6.43B | 111 | 2026-03-31 | → |
| 604 | CORNERSTONE WEALTH MANAGEMENT, LLC | 164666 | 102 | $4.93B | 103 | 2026-05-31 | → |
| 605 | HIGHPOINT ADVISOR GROUP, LLC | 316636 | 102 | $4.78B | 106 | 2026-05-31 | → |
| 606 | EQT REAL ESTATE, LLC | 161935 | 101 | $35.14B | 222 | 2026-03-31 | → |
| 607 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | 101 | $9.38B | 209 | 2026-03-31 | → |
| 608 | SAVVY ADVISORS, INC. | 318493 | 101 | $5.00B | 170 | 2026-03-31 | → |
| 609 | FOUNDERS FINANCIAL SECURITIES, LLC | 137945 | 101 | $4.14B | 139 | 2026-04-30 | → |
| 610 | DODGE & COX | 104596 | 100 | $466.56B | 336 | 2026-04-30 | → |
| 611 | APG ASSET MANAGEMENT US, INC | 160795 | 100 | $141.33B | 183 | 2026-03-31 | → |
| 612 | PEMBERTON CAPITAL ADVISORS LLP | 282621 | 100 | $25.06B | 146 | 2026-03-31 | → |
| 613 | DEERPATH CAPITAL MANAGEMENT, LP | 160791 | 100 | $9.03B | 100 | 2026-03-31 | → |
| 614 | SAGESPRING WEALTH PARTNERS | 283515 | 100 | $8.49B | 195 | 2026-05-31 | → |
| 615 | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 13609 | 100 | $906.4M | 100 | 2026-03-31 | → |
| 616 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | 284788 | 100 | $525.6M | 166 | 2026-06-30 | → |
| 617 | SCS CAPITAL MANAGEMENT LLC | 122258 | 99 | $48.65B | 213 | 2026-03-31 | → |
| 618 | GTCR LLC | 159545 | 99 | $48.64B | 204 | 2026-03-31 | → |
| 619 | KING STREET CAPITAL MANAGEMENT, L.P. | 156785 | 99 | $34.57B | 247 | 2026-03-31 | → |
| 620 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | 99 | $30.48B | 193 | 2026-03-31 | → |
| 621 | W1M WEALTH MANAGEMENT LIMITED | 132210 | 99 | $24.85B | 200 | 2026-05-31 | → |
| 622 | JORDAN PARK GROUP LLC | 287755 | 99 | $23.26B | 153 | 2026-06-30 | → |
| 623 | NEWEDGE WEALTH, LLC | 307771 | 99 | $19.93B | 211 | 2026-04-30 | → |
| 624 | GRAHAM CAPITAL MANAGEMENT, L.P. | 160925 | 98 | $42.87B | 209 | 2026-05-31 | → |
| 625 | CASTLELAKE, L.P. | 145165 | 98 | $35.29B | 251 | 2026-03-31 | → |
| 626 | C2P CAPITAL ADVISORY GROUP, LLC | 156480 | 98 | $4.39B | 244 | 2026-03-31 | → |
| 627 | PGIM INVESTMENTS LLC | 105670 | 97 | $344.84B | 458 | 2026-05-31 | → |
| 628 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | 97 | $174.54B | 222 | 2026-06-30 | → |
| 629 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | 97 | $83.56B | 250 | 2026-06-30 | → |
| 630 | EQT PARTNERS INC. | 160179 | 97 | $39.20B | 192 | 2026-03-31 | → |
| 631 | CATTERTON MANAGEMENT COMPANY, L.L.C. | 157428 | 97 | $30.84B | 183 | 2026-06-30 | → |
| 632 | CHOREO, LLC | 111221 | 97 | $19.14B | 232 | 2026-03-31 | → |
| 633 | THE MATHER GROUP, LLC | 156005 | 97 | $13.45B | 186 | 2026-04-30 | → |
| 634 | MOMENTUM INDEPENDENT NETWORK INC. | 17587 | 97 | $1.61B | 97 | 2026-03-31 | → |
| 635 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | 96 | $469.98B | 758 | 2026-06-30 | → |
| 636 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | 96 | $42.71B | 189 | 2026-05-31 | → |
| 637 | PDT PARTNERS, LLC | 163776 | 96 | $19.18B | 285 | 2026-03-31 | → |
| 638 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | 107341 | 96 | $12.18B | 169 | 2026-03-31 | → |
| 639 | FNY INVESTMENT ADVISERS, LLC | 295433 | 96 | $2.91B | 132 | 2026-03-31 | → |
| 640 | TOWERBROOK CAPITAL PARTNERS L.P. | 155730 | 95 | $27.67B | 132 | 2026-06-30 | → |
| 641 | STEPSTONE GROUP REAL ESTATE LP | 281698 | 95 | $17.21B | 117 | 2026-06-30 | → |
| 642 | RA CAPITAL MANAGEMENT, LP | 160174 | 95 | $16.40B | 185 | 2026-03-31 | → |
| 643 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | 95 | $8.96B | 285 | 2026-06-30 | → |
| 644 | MGO ONE SEVEN LLC | 283087 | 95 | $7.72B | 264 | 2026-04-30 | → |
| 645 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | 109641 | 95 | $6.74B | 660 | 2026-03-31 | → |
| 646 | WESTERN WEALTH MANAGEMENT LLC | 283545 | 95 | $5.36B | 98 | 2026-06-30 | → |
| 647 | CAPITAL FUND MANAGEMENT S.A. | 125780 | 94 | $13.38B | 348 | 2026-03-31 | → |
| 648 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | 94 | $8.69B | 143 | 2026-06-30 | → |
| 649 | SOWELL FINANCIAL SERVICES, LLC | 127145 | 94 | $4.81B | 162 | 2026-06-30 | → |
| 650 | FRANCISCO PARTNERS MANAGEMENT, L.P. | 160272 | 93 | $47.05B | 140 | 2026-03-31 | → |
| 651 | BERKSHIRE PARTNERS LLC | 160675 | 93 | $29.00B | 152 | 2026-03-31 | → |
| 652 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | 93 | $24.51B | 159 | 2026-06-30 | → |
| 653 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | 92 | $28.33B | 175 | 2026-03-31 | → |
| 654 | THL MANAGERS VII, LLC | 171042 | 92 | $21.48B | 150 | 2026-06-30 | → |
| 655 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | 156925 | 92 | $14.45B | 166 | 2026-05-31 | → |
| 656 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | 92 | $11.29B | 159 | 2026-06-30 | → |
| 657 | HILLTOP SECURITIES INC. | 6220 | 92 | $2.51B | 92 | 2026-03-31 | → |
| 658 | AEGIS CAPITAL CORP. | 15007 | 92 | $1.78B | 260 | 2026-02-28 | → |
| 659 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | 91 | $199.66B | 452 | 2026-05-31 | → |
| 660 | MARINER INVESTMENT GROUP, LLC | 124744 | 91 | $149.62B | 146 | 2026-03-31 | → |
| 661 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | 91 | $80.97B | 365 | 2026-05-31 | → |
| 662 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | 91 | $29.73B | 137 | 2026-05-31 | → |
| 663 | PRIME FINANCE ADVISOR, L.P. | 159971 | 91 | $22.22B | 185 | 2026-05-31 | → |
| 664 | NORTHROCK PARTNERS, LLC | 167908 | 91 | $12.19B | 233 | 2026-03-31 | → |
| 665 | BNY MELLON SECURITIES CORPORATION | 231 | 91 | $8.45B | 253 | 2026-06-30 | → |
| 666 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | 90 | $54.20B | 177 | 2025-07-31 | → |
| 667 | INVESCO MANAGEMENT S.A. | 143238 | 90 | $48.69B | 357 | 2026-03-31 | → |
| 668 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | 90 | $34.59B | 163 | 2026-03-31 | → |
| 669 | AMERICAN SECURITIES LLC | 160648 | 90 | $18.91B | 150 | 2026-05-31 | → |
| 670 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | 90 | $9.72B | 160 | 2026-05-31 | → |
| 671 | VIRTUE CAPITAL MANAGEMENT, LLC | 167816 | 90 | $1.31B | 105 | 2026-03-31 | → |
| 672 | THOMA BRAVO, L.P. | 157041 | 89 | $182.94B | 246 | 2026-03-31 | → |
| 673 | DOUBLELINE CAPITAL LP | 152606 | 89 | $93.32B | 258 | 2026-03-31 | → |
| 674 | CIFC ASSET MANAGEMENT LLC | 159172 | 89 | $44.58B | 200 | 2026-05-31 | → |
| 675 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | 89 | $24.51B | 138 | 2026-05-31 | → |
| 676 | DEERFIELD MANAGEMENT COMPANY, L.P. | 157876 | 89 | $19.08B | 189 | 2026-03-31 | → |
| 677 | CW ADVISORS, LLC | 310873 | 89 | $15.22B | 152 | 2026-05-31 | → |
| 678 | NOVACAP MANAGEMENT INC. | 290100 | 89 | $13.17B | 112 | 2026-03-31 | → |
| 679 | AXIUM INFRASTRUCTURE INC. | 286454 | 89 | $9.28B | 97 | 2026-03-31 | → |
| 680 | LBC CREDIT MANAGEMENT, L.P. | 157628 | 89 | $3.24B | 200 | 2026-05-31 | → |
| 681 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | 89 | $2.96B | 100 | 2026-03-31 | → |
| 682 | DOUBLELINE ETF ADVISER LP | 317415 | 89 | $2.13B | 259 | 2026-03-31 | → |
| 683 | CIFC INVESTMENT MANAGEMENT LLC | 107050 | 89 | $1.04B | 200 | 2026-03-31 | → |
| 684 | CIFC PRIVATE CREDIT MANAGEMENT LLC | 334020 | 89 | $289.9M | 200 | 2026-03-31 | → |
| 685 | APERIO GROUP, LLC | 111616 | 88 | $152.13B | 208 | 2026-04-30 | → |
| 686 | A16Z CAPITAL MANAGEMENT, L.L.C. | 160489 | 88 | $106.48B | 738 | 2026-03-31 | → |
| 687 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | 88 | $97.82B | 248 | 2026-06-30 | → |
| 688 | TJC LP | 160313 | 88 | $30.78B | 96 | 2026-05-31 | → |
| 689 | CHARLESBANK CAPITAL PARTNERS, LLC | 160256 | 88 | $21.06B | 162 | 2026-04-30 | → |
| 690 | APELLA CAPITAL, LLC | 171106 | 88 | $11.07B | 179 | 2026-06-30 | → |
| 691 | CORTLAND INVESTMENT MANAGEMENT, LLC | 299369 | 88 | $5.67B | 91 | 2026-03-31 | → |
| 692 | AGTB FUND MANAGER, LLC | 318665 | 88 | $4.51B | 239 | 2026-03-31 | → |
| 693 | GOOD LIFE ADVISORS, LLC | 171898 | 88 | $4.35B | 135 | 2026-03-31 | → |
| 694 | ARDIAN US LLC | 121326 | 88 | $2.77B | 128 | 2026-03-31 | → |
| 695 | FIRST HEARTLAND CONSULTANTS, INC. | 110377 | 88 | $2.09B | 96 | 2026-03-31 | → |
| 696 | TA REALTY LLC | 108586 | 88 | $1.48B | 152 | 2026-05-31 | → |
| 697 | SYMPHONY TECHNOLOGY GROUP, LLC | 160676 | 88 | $307.3M | 88 | 2026-03-31 | → |
| 698 | AXA INVESTMENT MANAGERS US INC | 113608 | 87 | $79.24B | 167 | 2026-03-31 | → |
| 699 | AEGON ASSET MANAGEMENT UK PLC | 289505 | 87 | $52.63B | 254 | 2026-03-31 | → |
| 700 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | 87 | $40.94B | 278 | 2026-03-31 | → |
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