Research Report · 2026-06-30
Most Institutional-Focused Registered Investment Advisers
SEC-registered investment advisers ranked by the share of reported client-type assets tied to institutional clients.
Firms
1,000
Total AUM
$14.47T
Median AUM
$1.21B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Share↕ | Segment Assets↕ | AUM↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | AON INVESTMENTS USA INC. | 105596 | 75.5% | $113.97B | $150.99B | 2026-03-31 | → |
| 902 | STONEBRIDGE FINANCIAL GROUP, LLC | 337972 | 75.4% | $1.81B | $2.40B | 2026-06-30 | → |
| 903 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | 75.4% | $18.16B | $24.07B | 2026-05-31 | → |
| 904 | AZIMUT INVESTMENT ADVISORS LLC | 134626 | 75.3% | $755.3M | $1.00B | 2026-05-31 | → |
| 905 | GSI CAPITAL ADVISORS LLC | 135143 | 75.3% | $137.4M | $182.4M | 2026-04-30 | → |
| 906 | ARDENWOOD ADVISORS, LLC | 337412 | 75.3% | $80.6M | $107.1M | 2026-06-30 | → |
| 907 | KNOWN WEALTH LLC | 321745 | 75.3% | $78.9M | $104.9M | 2025-10-31 | → |
| 908 | ANDERSON FINANCIAL PARTNERS, INC. | 126641 | 75.1% | $1.14B | $1.52B | 2026-03-31 | → |
| 909 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | 75% | $305.22B | $406.96B | 2026-06-30 | → |
| 910 | LAURUS GLOBAL EQUITY MANAGEMENT INC. | 317604 | 75% | $249.5M | $332.7M | 2026-03-31 | → |
| 911 | PANAGORA ASSET MANAGEMENT INC | 105201 | 75% | $33.08B | $44.13B | 2026-03-31 | → |
| 912 | WESTERN ASSET MANAGEMENT COMPANY PTE LTD | 142188 | 74.9% | $2.10B | $2.80B | 2026-06-30 | → |
| 913 | QUANTUM PORTFOLIO MANAGEMENT, LLC | 326280 | 74.9% | $254.2M | $339.6M | 2026-04-30 | → |
| 914 | INVESCO HONG KONG LIMITED | 109923 | 74.9% | $19.61B | $26.20B | 2026-03-31 | → |
| 915 | CAMPBELL GLOBAL, LLC | 111944 | 74.8% | $5.26B | $7.02B | 2026-04-30 | → |
| 916 | PIONEER FAMILY OFFICE, LLC | 142856 | 74.8% | $715.7M | $956.8M | 2026-04-30 | → |
| 917 | KERUSSO CAPITAL MANAGEMENT, LLC | 316352 | 74.8% | $166.3M | $222.4M | 2026-03-31 | → |
| 918 | EKANTA WEALTH ADVISORS LLC | 282031 | 74.8% | $229.3M | $306.7M | 2026-03-31 | → |
| 919 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | 74.6% | $13.16B | $17.64B | 2025-07-31 | → |
| 920 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | 74.6% | $8.12B | $10.88B | 2026-03-31 | → |
| 921 | MONTROSE ADVISORS INCORPORATED | 105918 | 74.6% | $500.2M | $670.8M | 2026-03-31 | → |
| 922 | LONE PEAK PARTNERS MANAGEMENT LP | 156546 | 74.5% | $156.9M | $210.4M | 2026-03-31 | → |
| 923 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | 74.5% | $4.39B | $5.89B | 2026-05-31 | → |
| 924 | RETIREMENT PLAN ADVISORS, LLC | 122758 | 74.5% | $2.64B | $3.54B | 2026-03-31 | → |
| 925 | ACADIAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | 322795 | 74.4% | $4.25B | $5.71B | 2026-03-31 | → |
| 926 | MIDWEST CAPITAL ADVISORS, LLC | 125389 | 74.4% | $1.01B | $1.36B | 2026-05-31 | → |
| 927 | G.W. SHERWOLD ASSOCIATES, INC. | 42186 | 74.4% | $425.9M | $572.4M | 2026-02-28 | → |
| 928 | STABLE ASSET MANAGEMENT LP | 309966 | 74.4% | $3.42B | $4.60B | 2026-06-30 | → |
| 929 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | 74.4% | $4.08B | $5.49B | 2026-03-31 | → |
| 930 | FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC | 314171 | 74.2% | $109.7M | $147.7M | 2026-05-31 | → |
| 931 | AUREUS ASSET MANAGEMENT, LLC | 136674 | 74.2% | $6.23B | $8.40B | 2026-03-31 | → |
| 932 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | 74.1% | $37.38B | $50.42B | 2026-03-31 | → |
| 933 | STOCKMAN WEALTH MANAGEMENT, INC. | 122166 | 74.1% | $3.88B | $5.24B | 2026-05-31 | → |
| 934 | RETIREMENT CONSULTING GROUP, INC. | 311184 | 74.1% | $338.4M | $457.0M | 2026-03-31 | → |
| 935 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | 74% | $4.94B | $6.68B | 2026-05-31 | → |
| 936 | PITON INVESTMENT MANAGEMENT, LP | 282517 | 74% | $687.0M | $927.9M | 2026-04-30 | → |
| 937 | KAISER PARTNER FINANCIAL ADVISORS LTD. | 149431 | 73.9% | $1.30B | $1.76B | 2026-04-30 | → |
| 938 | THE AUGUST GROUP CAPITAL LIMITED | 311499 | 73.9% | $547.2M | $740.3M | 2026-03-31 | → |
| 939 | ROBERT HARRELL INCORPORATED | 106191 | 73.9% | $654.3M | $885.3M | 2026-03-31 | → |
| 940 | POPULAR SECURITIES, LLC | 8096 | 73.9% | $1.94B | $2.62B | 2026-03-31 | → |
| 941 | INGHAM RUSSELL INVESTMENT ADVISORS INC | 106299 | 73.8% | $1.93B | $2.62B | 2026-03-31 | → |
| 942 | BGV FINANCIAL ADVISORS USA, LLC | 324511 | 73.8% | $106.1M | $143.8M | 2026-03-31 | → |
| 943 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | 73.6% | $10.42B | $14.15B | 2026-03-31 | → |
| 944 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 73.4% | $201.86B | $274.95B | 2026-03-31 | → |
| 945 | SQUARE ADVISORS, LLC | 160578 | 73.3% | $216.7M | $295.5M | 2026-03-31 | → |
| 946 | MAGARIAN CAPITAL MANAGEMENT, LLC | 341292 | 73.2% | $190.1M | $259.7M | 2026-03-31 | → |
| 947 | NEWPORT INVESTMENT ADVISORS INC | 113175 | 73.1% | $144.8M | $198.0M | 2026-04-30 | → |
| 948 | GIA PARTNERS, LLC. | 151207 | 73.1% | $773.5M | $1.06B | 2026-03-31 | → |
| 949 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | 73% | $10.00B | $13.70B | 2026-03-31 | → |
| 950 | SMH CAPITAL ADVISORS LLC | 108344 | 73% | $367.2M | $503.1M | 2026-03-31 | → |
| 951 | PROVIDENCE LEGACY ADVISORS LLC | 336846 | 73% | $127.5M | $174.8M | 2026-03-31 | → |
| 952 | FIRST HORIZON ADVISORS, INC | 17117 | 72.9% | $9.93B | $13.62B | 2025-07-31 | → |
| 953 | ALERA INVESTMENT ADVISORS, LLC | 287906 | 72.9% | $3.85B | $5.29B | 2026-03-31 | → |
| 954 | NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. | 116837 | 72.9% | $768.5M | $1.05B | 2026-05-31 | → |
| 955 | EURAZEO NORTH AMERICA, INC. | 300444 | 72.9% | $1.18B | $1.61B | 2026-03-31 | → |
| 956 | AXIA ADVISORY CORP | 107571 | 72.8% | $1.37B | $1.88B | 2026-05-31 | → |
| 957 | POWER FINANCIAL PARTNERS, LLC | 324253 | 72.8% | $239.6M | $329.1M | 2026-02-28 | → |
| 958 | RESOURCE MANAGEMENT SERVICE, LLC | 130791 | 72.7% | $4.30B | $5.92B | 2026-03-31 | → |
| 959 | INCOME RESEARCH + MANAGEMENT | 104863 | 72.7% | $94.92B | $130.65B | 2026-03-31 | → |
| 960 | CROSSMARK WEALTH MANAGEMENT, LLC | 289004 | 72.6% | $860.6M | $1.19B | 2026-06-30 | → |
| 961 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | 72.6% | $48.27B | $66.46B | 2026-06-30 | → |
| 962 | VIBURNUM FUNDS PTY LTD | 174628 | 72.6% | $200.7M | $276.4M | 2025-09-30 | → |
| 963 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | 72.6% | $25.92B | $35.71B | 2026-03-31 | → |
| 964 | MORRISON US, LLC | 315983 | 72.5% | $20.29B | $27.97B | 2026-01-31 | → |
| 965 | KI CAPITAL WEALTH MANAGEMENT US LLC | 317738 | 72.4% | $105.6M | $145.9M | 2026-06-30 | → |
| 966 | FOREST INVESTMENT ASSOCIATES L.P. | 110163 | 72.3% | $3.79B | $5.24B | 2026-04-30 | → |
| 967 | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | 123898 | 72.3% | $2.53B | $3.49B | 2026-03-31 | → |
| 968 | WHEELER RETIREMENT PLANS LLC | 327889 | 72.3% | $446.6M | $618.1M | 2026-01-31 | → |
| 969 | GREYLOCK CAPITAL MANAGEMENT, LLC | 137825 | 72.2% | $226.6M | $313.9M | 2026-03-31 | → |
| 970 | TOWERCREST CAPITAL MANAGEMENT, LLC | 152069 | 72.1% | $517.4M | $717.6M | 2026-06-30 | → |
| 971 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | 72.1% | $59.81B | $82.99B | 2026-03-31 | → |
| 972 | X-SQUARE CAPITAL, LLC | 167237 | 72.1% | $569.9M | $790.9M | 2026-04-30 | → |
| 973 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | 72.1% | $63.98B | $88.80B | 2026-03-31 | → |
| 974 | HEARTWOOD FUNDS, LLC | 136940 | 72% | $228.7M | $317.6M | 2026-03-31 | → |
| 975 | SAGE ADVISORY SERVICES LTD CO | 106236 | 72% | $20.47B | $28.43B | 2026-03-31 | → |
| 976 | CREDICORP CAPITAL ADVISORS LLC | 290081 | 71.9% | $1.14B | $1.58B | 2026-04-30 | → |
| 977 | CERITY PARTNERS OCIO LLC | 151916 | 71.8% | $15.16B | $21.13B | 2026-03-31 | → |
| 978 | INVISOR FINANCIAL LLC | 174890 | 71.7% | $142.4M | $198.5M | 2026-02-28 | → |
| 979 | THE INFORMED MOMENTUM COMPANY LLC | 144908 | 71.7% | $1.07B | $1.49B | 2026-03-31 | → |
| 980 | BAYARD ASSET MANAGEMENT LLC | 177515 | 71.7% | $284.7M | $397.3M | 2026-03-31 | → |
| 981 | NOTTINGHAM ADVISORS INC. | 104928 | 71.6% | $1.02B | $1.43B | 2026-03-31 | → |
| 982 | M GROUP INVESTMENT ADVISOR, LLC | 160128 | 71.6% | $246.0M | $343.5M | 2026-03-31 | → |
| 983 | BLUESHIFT ASSET MANAGEMENT, LLC | 290637 | 71.6% | $496.9M | $694.4M | 2026-03-31 | → |
| 984 | BOND TECH INC | 105979 | 71.6% | $158.6M | $221.6M | 2026-04-30 | → |
| 985 | FORTWOOD CAPITAL LP | 329381 | 71.5% | $366.7M | $513.0M | 2026-06-30 | → |
| 986 | MOUNT LUCAS MANAGEMENT LP | 108255 | 71.5% | $931.4M | $1.30B | 2026-06-30 | → |
| 987 | ACORE CAPITAL, LP | 175054 | 71.5% | $13.06B | $18.27B | 2026-04-30 | → |
| 988 | BLACK TORO LLC | 315289 | 71.4% | $246.5M | $345.1M | 2026-03-31 | → |
| 989 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | 133243 | 71.4% | $663.1M | $929.4M | 2026-03-31 | → |
| 990 | TRI-AD CAPITAL MANAGEMENT I, LLC | 324364 | 71.3% | $441.4M | $619.0M | 2026-03-31 | → |
| 991 | DOUCET ASSET MANAGEMENT, LLC | 141546 | 71.2% | $86.0M | $120.8M | 2026-03-31 | → |
| 992 | VERITAS ASSET MANAGEMENT LLP | 174314 | 71.1% | $13.61B | $19.13B | 2026-03-31 | → |
| 993 | VALIDUS GROWTH INVESTORS, LLC | 166575 | 71.1% | $250.9M | $352.9M | 2026-06-30 | → |
| 994 | RIVERVIEW RESEARCH, LLC | 162318 | 70.9% | $702.7M | $990.8M | 2026-03-31 | → |
| 995 | TWELVE POINTS WEALTH MANAGEMENT LLC | 171107 | 70.8% | $1.59B | $2.24B | 2026-05-31 | → |
| 996 | APS ASSET MANAGEMENT PTE LTD | 109189 | 70.8% | $1.57B | $2.23B | 2026-03-31 | → |
| 997 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | 70.7% | $2.97B | $4.21B | 2026-03-31 | → |
| 998 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | 70.7% | $332.46B | $470.54B | 2026-06-30 | → |
| 999 | PVG ASSET MANAGEMENT CORP | 105541 | 70.5% | $440.6M | $624.9M | 2026-05-31 | → |
| 1000 | DENALI ADVISORS, LLC | 110242 | 70.5% | $978.1M | $1.39B | 2026-03-31 | → |
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