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 | |
|---|---|---|---|---|---|---|---|
| 701 | BALLENTINE PARTNERS, LLC | 152802 | 87 | $15.32B | 125 | 2026-05-31 | → |
| 702 | STG PARTNERS, LLC | 291048 | 87 | $13.43B | 87 | 2026-03-31 | → |
| 703 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | 87 | $12.76B | 93 | 2026-03-31 | → |
| 704 | TURN/RIVER MANAGEMENT, L.P. | 165897 | 87 | $6.59B | 99 | 2026-03-31 | → |
| 705 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 149124 | 87 | $2.39B | 91 | 2026-03-31 | → |
| 706 | WILSHIRE ADVISORS LLC | 6210 | 86 | $149.10B | 307 | 2026-06-30 | → |
| 707 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | 86 | $78.52B | 377 | 2026-05-31 | → |
| 708 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | 86 | $71.83B | 163 | 2026-05-31 | → |
| 709 | ORBIMED ADVISORS LLC | 118608 | 86 | $20.61B | 118 | 2026-03-31 | → |
| 710 | CAIN, WATTERS & ASSOCIATES, LLC | 111521 | 86 | $5.04B | 341 | 2026-06-30 | → |
| 711 | GRAHAM PARTNERS, LLC | 157049 | 86 | $4.90B | 101 | 2026-03-31 | → |
| 712 | IFG ADVISORY, LLC | 168012 | 86 | $4.76B | 187 | 2026-03-31 | → |
| 713 | THURSTON SPRINGER ADVISORS, LLC | 299201 | 86 | $3.68B | 93 | 2025-11-30 | → |
| 714 | PFG ADVISORS, LLC | 173344 | 86 | $3.26B | 112 | 2026-03-31 | → |
| 715 | APAX PARTNERS US, LLC | 157110 | 86 | $768.3M | 133 | 2026-06-30 | → |
| 716 | W&S BROKERAGE SERVICES, INC. | 8099 | 86 | $257.2M | 114 | 2026-03-31 | → |
| 717 | STEPSTONE GROUP REAL ASSETS LP | 281695 | 85 | $41.48B | 94 | 2026-06-30 | → |
| 718 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | 85 | $36.98B | 200 | 2026-03-31 | → |
| 719 | 55I, LLC | 286620 | 85 | $36.74B | 86 | 2026-06-30 | → |
| 720 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | 85 | $36.37B | 236 | 2026-03-31 | → |
| 721 | GI MANAGER L.P. | 161573 | 85 | $35.74B | 160 | 2026-03-31 | → |
| 722 | PICTET ASSET MANAGEMENT LIMITED | 105205 | 85 | $24.40B | 314 | 2026-06-30 | → |
| 723 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | 85 | $16.87B | 191 | 2026-04-30 | → |
| 724 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | 85 | $10.25B | 182 | 2026-03-31 | → |
| 725 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 151298 | 85 | $4.07B | 85 | 2025-09-30 | → |
| 726 | MOORS & CABOT, INC. | 594 | 85 | $3.44B | 121 | 2025-09-30 | → |
| 727 | ENCOMPASS MORE ASSET MANAGEMENT LLC | 322382 | 85 | $984.9M | 108 | 2026-06-30 | → |
| 728 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | 84 | $77.96B | 319 | 2026-03-31 | → |
| 729 | 40/86 ADVISORS, INC. | 107740 | 84 | $30.50B | 84 | 2026-04-30 | → |
| 730 | OBRA CAPITAL MANAGEMENT, LLC. | 155231 | 84 | $5.75B | 132 | 2026-04-30 | → |
| 731 | VICUS CAPITAL, INC. | 116021 | 84 | $2.99B | 84 | 2026-03-31 | → |
| 732 | EMERSON EQUITY LLC | 130032 | 84 | $321.7M | 343 | 2026-04-30 | → |
| 733 | PORTFOLIO ADVISORS LLC | 105981 | 83 | $47.84B | 164 | 2026-03-31 | → |
| 734 | SELECT EQUITY GROUP, L.P. | 168496 | 83 | $36.38B | 171 | 2026-03-31 | → |
| 735 | 26NORTH PARTNERS LP | 322923 | 83 | $32.68B | 142 | 2026-03-31 | → |
| 736 | DEER MANAGEMENT CO. LLC | 159279 | 83 | $20.24B | 191 | 2026-05-31 | → |
| 737 | PCCP, LLC | 157505 | 83 | $20.10B | 175 | 2026-03-31 | → |
| 738 | VERUS ADVISORY, INC. | 110565 | 83 | $19.43B | 87 | 2026-03-31 | → |
| 739 | 26NORTH DIRECT LENDING LP | 323152 | 83 | $2.65B | 142 | 2026-03-31 | → |
| 740 | GATEWAY WEALTH PARTNERS, LLC | 322789 | 83 | $2.28B | 83 | 2026-06-30 | → |
| 741 | ROYAL FUND MANAGEMENT, LLC | 144434 | 83 | $1.56B | 93 | 2026-05-31 | → |
| 742 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | 82 | $184.99B | 137 | 2026-06-30 | → |
| 743 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | 82 | $50.42B | 122 | 2026-03-31 | → |
| 744 | GTIS PARTNERS LP | 156798 | 82 | $2.19B | 92 | 2026-06-30 | → |
| 745 | PUBLIC TRUST ADVISORS, LLC | 159189 | 81 | $104.24B | 157 | 2026-04-30 | → |
| 746 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | 81 | $80.36B | 113 | 2026-06-30 | → |
| 747 | PRUDENT MAN ADVISORS, LLC | 301973 | 81 | $30.59B | 157 | 2026-04-30 | → |
| 748 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | 81 | $14.43B | 158 | 2026-03-31 | → |
| 749 | INTEGRATED ADVISORS NETWORK LLC | 171991 | 81 | $5.52B | 87 | 2026-06-30 | → |
| 750 | NATIONS FINANCIAL GROUP, INC. | 44181 | 81 | $4.77B | 94 | 2026-03-31 | → |
| 751 | MADISON AVENUE SECURITIES, LLC | 23224 | 81 | $2.02B | 125 | 2026-05-31 | → |
| 752 | DWS INTERNATIONAL GMBH | 105075 | 80 | $228.87B | 703 | 2026-05-31 | → |
| 753 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | 80 | $70.14B | 320 | 2026-06-30 | → |
| 754 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | 80 | $25.69B | 238 | 2026-05-31 | → |
| 755 | CANYON CAPITAL ADVISORS LLC | 107922 | 80 | $11.92B | 192 | 2026-03-31 | → |
| 756 | OPENARC CORPORATE ADVISORY, LLC | 336837 | 80 | $10.09B | 146 | 2026-05-31 | → |
| 757 | CANYON PARTNERS REAL ESTATE LLC | 107880 | 80 | $2.91B | 198 | 2026-03-31 | → |
| 758 | OXFORD FINANCE ADVISORS, LLC | 304433 | 80 | $2.41B | 84 | 2026-03-31 | → |
| 759 | AUDAX PDB MANAGEMENT COMPANY, LLC | 333812 | 80 | $1.17B | 249 | 2026-03-31 | → |
| 760 | ARCHER INVESTMENT CORPORATION | 136403 | 80 | $1.01B | 80 | 2026-03-31 | → |
| 761 | GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC | 288841 | 80 | $318.5M | 320 | 2026-04-30 | → |
| 762 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | 79 | $97.98B | 312 | 2026-05-31 | → |
| 763 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | 79 | $55.66B | 206 | 2026-06-30 | → |
| 764 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | 79 | $25.82B | 119 | 2026-06-30 | → |
| 765 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | 79 | $23.81B | 117 | 2026-06-30 | → |
| 766 | RIALTO CAPITAL MANAGEMENT, LLC | 159998 | 79 | $21.73B | 82 | 2026-04-30 | → |
| 767 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | 157073 | 79 | $18.56B | 282 | 2026-03-31 | → |
| 768 | BURFORD CAPITAL INVESTMENT MANAGEMENT LLC | 167365 | 79 | $3.17B | 170 | 2026-03-31 | → |
| 769 | CHURCHILL PCIF ADVISOR LLC | 329140 | 79 | $2.23B | 206 | 2026-03-31 | → |
| 770 | CHURCHILL DLC ADVISOR LLC | 304945 | 79 | $2.05B | 206 | 2026-03-31 | → |
| 771 | CHURCHILL NCPE ADVISOR LLC | 338431 | 79 | $259.5M | 206 | 2026-04-30 | → |
| 772 | FIDUCIENT ADVISORS LLC | 106720 | 78 | $97.54B | 210 | 2026-03-31 | → |
| 773 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | 78 | $40.36B | 83 | 2026-03-31 | → |
| 774 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | 78 | $9.75B | 123 | 2026-03-31 | → |
| 775 | J. GOLDMAN & CO., L.P. | 157465 | 78 | $4.87B | 112 | 2026-03-31 | → |
| 776 | PANTHEON VENTURES (UK) LLP | 161631 | 78 | $4.62B | 406 | 2026-03-31 | → |
| 777 | DEMPSEY LORD SMITH, LLC | 141238 | 78 | $580.5M | 92 | 2026-01-31 | → |
| 778 | LIFEMARK SECURITIES CORP. | 16204 | 78 | $424.9M | 78 | 2026-03-31 | → |
| 779 | VIKING GLOBAL INVESTORS LP | 132272 | 77 | $78.20B | 274 | 2026-06-30 | → |
| 780 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | 77 | $29.77B | 173 | 2026-05-31 | → |
| 781 | INVESCO HONG KONG LIMITED | 109923 | 77 | $26.20B | 226 | 2026-03-31 | → |
| 782 | CORE AND VALUE ADVISORS, LLC | 156093 | 77 | $21.18B | 161 | 2026-06-30 | → |
| 783 | SIMON QUICK ADVISORS, LLC | 132330 | 77 | $9.01B | 97 | 2026-03-31 | → |
| 784 | FUSION INVESTMENT ADVISORS LLC | 156549 | 77 | $1.10B | 87 | 2026-03-31 | → |
| 785 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | 76 | $88.80B | 217 | 2026-03-31 | → |
| 786 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | 76 | $22.98B | 164 | 2026-05-31 | → |
| 787 | REDBIRD CAPITAL PARTNERS MANAGEMENT LLC | 168862 | 76 | $14.01B | 101 | 2026-03-31 | → |
| 788 | PURE FINANCIAL ADVISORS, LLC | 144316 | 76 | $11.05B | 204 | 2026-02-28 | → |
| 789 | THE STERLING GROUP, L.P. | 157406 | 76 | $9.01B | 87 | 2026-03-31 | → |
| 790 | FRAZIER MANAGEMENT, L.L.C. | 157324 | 76 | $7.72B | 100 | 2026-06-30 | → |
| 791 | EVERSOURCE WEALTH ADVISORS, LLC | 286340 | 76 | $5.10B | 76 | 2026-04-30 | → |
| 792 | COMPOUND PLANNING, INC. | 171787 | 76 | $4.85B | 119 | 2026-03-31 | → |
| 793 | SPIRE WEALTH MANAGEMENT, LLC | 113908 | 76 | $4.51B | 145 | 2026-06-30 | → |
| 794 | KINGSWOOD WEALTH ADVISORS, LLC | 288792 | 76 | $3.80B | 88 | 2026-05-31 | → |
| 795 | CAIN INTERNATIONAL ADVISERS LIMITED | 290217 | 76 | $2.77B | 92 | 2026-03-31 | → |
| 796 | LYNX ASSET MANAGEMENT AB | 285234 | 76 | $1.38B | 107 | 2026-03-31 | → |
| 797 | SEQUENT PLANNING, LLC | 160381 | 76 | $589.5M | 102 | 2026-05-31 | → |
| 798 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | 75 | $172.62B | 79 | 2026-06-30 | → |
| 799 | BERKSHIRE PROPERTY ADVISORS, LLC | 161374 | 75 | $19.24B | 226 | 2026-03-31 | → |
| 800 | BMO FAMILY OFFICE, LLC | 110264 | 75 | $9.99B | 130 | 2026-01-31 | → |
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