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 | |
|---|---|---|---|---|---|---|---|
| 601 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | 90.7% | $16.02B | $17.66B | 2026-03-31 | → |
| 602 | FIDUCIARY ADVISORS, INC. | 108239 | 90.6% | $1.91B | $2.10B | 2026-03-31 | → |
| 603 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | 90.6% | $2.65B | $2.93B | 2026-03-31 | → |
| 604 | SENTINEL PENSION ADVISORS, LLC | 109901 | 90.5% | $10.81B | $11.94B | 2026-05-31 | → |
| 605 | NS PARTNERS LTD | 110625 | 90.5% | $5.31B | $5.86B | 2026-06-30 | → |
| 606 | FEDERATED INVESTMENT COUNSELING | 105325 | 90.5% | $187.43B | $207.21B | 2026-05-31 | → |
| 607 | BIRCH RUN INVESTMENTS, LLC | 285285 | 90.4% | $413.4M | $457.5M | 2026-03-31 | → |
| 608 | FUND DIRECT ADVISORS INC. | 155363 | 90.2% | $535.0M | $593.0M | 2026-03-31 | → |
| 609 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | 165355 | 90.2% | $115.7M | $128.2M | 2026-02-28 | → |
| 610 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | 90.1% | $140.07B | $155.41B | 2026-04-30 | → |
| 611 | CREWCIAL PARTNERS LLC | 131570 | 90.1% | $875.7M | $971.6M | 2026-04-30 | → |
| 612 | BROAD BAY CAPITAL MANAGEMENT LP | 284341 | 90.1% | $1.70B | $1.89B | 2026-03-31 | → |
| 613 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | 90.1% | $13.94B | $15.47B | 2026-03-31 | → |
| 614 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | 90.1% | $95.17B | $105.65B | 2026-05-31 | → |
| 615 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | 90.1% | $5.56B | $6.18B | 2026-03-31 | → |
| 616 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 90% | $507.55B | $563.78B | 2026-05-31 | → |
| 617 | MERCER INVESTMENTS LLC | 133449 | 89.9% | $203.28B | $226.04B | 2026-03-31 | → |
| 618 | NEXUS338, LLC | 315250 | 89.9% | $366.7M | $407.8M | 2026-02-28 | → |
| 619 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | 89.9% | $5.66B | $6.30B | 2025-09-30 | → |
| 620 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | 89.9% | $31.91B | $35.51B | 2026-03-31 | → |
| 621 | FOSUN ASSET MANAGEMENT LIMITED | 288360 | 89.9% | $1.34B | $1.49B | 2026-03-31 | → |
| 622 | PCJ INVESTMENT COUNSEL LTD. | 174083 | 89.8% | $830.3M | $924.3M | 2026-06-30 | → |
| 623 | COMMERCE STREET INVESTMENT ADVISOR, LLC | 144278 | 89.7% | $799.7M | $891.3M | 2026-03-31 | → |
| 624 | ATTUCKS ASSET MANAGEMENT, LLC | 118891 | 89.7% | $3.46B | $3.86B | 2026-03-31 | → |
| 625 | PHILOSMITH CAPITAL CORPORATION | 162082 | 89.7% | $341.3M | $380.5M | 2026-03-31 | → |
| 626 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | 89.7% | $2.38B | $2.65B | 2026-03-31 | → |
| 627 | QUANTUM CAPITAL ADVISORS, LLC | 162826 | 89.7% | $715.5M | $797.9M | 2026-03-31 | → |
| 628 | FIRST TURN MANAGEMENT, LLC | 327421 | 89.7% | $807.0M | $900.1M | 2026-03-31 | → |
| 629 | O'NEIL GLOBAL ADVISORS, INC. | 308150 | 89.7% | $360.4M | $401.9M | 2026-05-31 | → |
| 630 | MAGNETAR ASSET MANAGEMENT LLC | 285287 | 89.6% | $1.72B | $1.92B | 2026-03-31 | → |
| 631 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | 89.6% | $18.98B | $21.19B | 2026-05-31 | → |
| 632 | AEGON USA REALTY ADVISORS, LLC | 286438 | 89.5% | $353.1M | $394.5M | 2026-03-31 | → |
| 633 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | 89.3% | $36.54B | $40.90B | 2026-05-31 | → |
| 634 | EAGLEBROOK ADVISORS, INC. | 304438 | 89.3% | $305.2M | $342.0M | 2026-03-31 | → |
| 635 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | 89.2% | $9.39B | $10.53B | 2026-03-31 | → |
| 636 | ALPHA CAPITAL MANAGEMENT GROUP LLC | 283624 | 89.1% | $654.4M | $734.4M | 2026-03-31 | → |
| 637 | GBC INVESTMENT GROUP LLC | 308511 | 89% | $270.5M | $303.9M | 2026-01-31 | → |
| 638 | STERLING CAPITAL MANAGEMENT LLC | 135405 | 89% | $61.62B | $69.23B | 2026-03-31 | → |
| 639 | MEAG NEW YORK CORPORATION | 321962 | 89% | $39.93B | $44.87B | 2026-05-31 | → |
| 640 | NEXT CENTURY GROWTH INVESTORS LLC | 108978 | 89% | $1.35B | $1.52B | 2026-03-31 | → |
| 641 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | 88.9% | $25.79B | $29.01B | 2026-03-31 | → |
| 642 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | 88.9% | $126.20B | $142.02B | 2026-04-30 | → |
| 643 | ALLEGIANT REAL ESTATE CAPITAL, LP | 285525 | 88.8% | $289.6M | $326.0M | 2025-10-31 | → |
| 644 | OLDFIELD PARTNERS LLP | 140556 | 88.8% | $1.51B | $1.70B | 2026-06-30 | → |
| 645 | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | 126685 | 88.8% | $412.2M | $464.3M | 2025-12-31 | → |
| 646 | WESTFULLER ADVISORS, LLC | 155054 | 88.7% | $2.99B | $3.37B | 2026-03-31 | → |
| 647 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | 88.7% | $15.74B | $17.75B | 2026-03-31 | → |
| 648 | MORIN PRIVATE CLIENT GROUP, LLC | 154565 | 88.7% | $635.0M | $716.3M | 2026-03-31 | → |
| 649 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | 88.6% | $36.81B | $41.56B | 2026-03-31 | → |
| 650 | SEGAL ADVISORS, INC. | 114687 | 88.5% | $44.40B | $50.15B | 2026-03-31 | → |
| 651 | CONSILIUM, LLC | 304503 | 88.5% | $190.4M | $215.0M | 2026-03-31 | → |
| 652 | CSM ADVISORS, LLC | 306128 | 88.5% | $10.31B | $11.65B | 2026-05-31 | → |
| 653 | SECOR INVESTMENT ADVISORS, LP | 155235 | 88.4% | $11.28B | $12.76B | 2026-04-30 | → |
| 654 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | 88.1% | $143.53B | $162.89B | 2026-03-31 | → |
| 655 | WESPAC ADVISORS, LLC | 148242 | 88% | $1.06B | $1.21B | 2026-04-30 | → |
| 656 | BOWEN, HANES & CO INC | 105153 | 87.9% | $4.06B | $4.62B | 2026-02-28 | → |
| 657 | INTERMEDE INVESTMENT PARTNERS LIMITED | 175312 | 87.9% | $3.51B | $3.99B | 2026-05-31 | → |
| 658 | NISA INVESTMENT ADVISORS, LLC | 107313 | 87.9% | $302.12B | $343.89B | 2026-03-31 | → |
| 659 | SKBA CAPITAL MANAGEMENT, LLC | 108542 | 87.8% | $643.0M | $732.0M | 2026-04-30 | → |
| 660 | CAPITAL GENERATION PARTNERS LLP | 281808 | 87.8% | $3.62B | $4.12B | 2026-05-31 | → |
| 661 | P/E GLOBAL LLC | 155642 | 87.7% | $1.50B | $1.71B | 2026-03-31 | → |
| 662 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | 87.6% | $12.91B | $14.73B | 2026-03-31 | → |
| 663 | WORLD INVESTMENT ADVISORS, LLC | 208512 | 87.5% | $49.28B | $56.28B | 2026-03-31 | → |
| 664 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | 87.5% | $7.48B | $8.55B | 2026-03-31 | → |
| 665 | HAZARD & SIEGEL ADVISORY SERVICES LLC | 151462 | 87.5% | $393.6M | $449.8M | 2026-03-31 | → |
| 666 | HARVEY PARTNERS, LLC | 160681 | 87.5% | $1.07B | $1.23B | 2026-03-31 | → |
| 667 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | 87.3% | $56.80B | $65.07B | 2026-01-31 | → |
| 668 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | 133507 | 87.3% | $795.2M | $911.3M | 2026-02-28 | → |
| 669 | JOHNSON STERLING, INC. | 106379 | 87.3% | $3.40B | $3.90B | 2026-03-31 | → |
| 670 | MEROS INVESTMENT MANAGEMENT, LP | 305152 | 87.2% | $222.7M | $255.5M | 2026-03-31 | → |
| 671 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | 87.1% | $14.20B | $16.30B | 2026-06-30 | → |
| 672 | WEA FINANCIAL ADVISORS, INC. | 144919 | 87.1% | $442.3M | $507.8M | 2026-04-30 | → |
| 673 | GAVILAN INVESTMENT PARTNERS LLC | 311134 | 87% | $447.9M | $514.7M | 2026-05-31 | → |
| 674 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP | 26455 | 87% | $198.9M | $228.7M | 2026-03-31 | → |
| 675 | AFLAC ASSET MANAGEMENT LLC | 304316 | 87% | $116.05B | $133.47B | 2026-03-31 | → |
| 676 | TDA, INC. | 112016 | 86.9% | $842.1M | $969.3M | 2025-12-31 | → |
| 677 | TWIN CAPITAL MANAGEMENT INC | 104748 | 86.8% | $727.5M | $837.8M | 2026-03-31 | → |
| 678 | GRIDIRON PARTNERS, LLC | 300920 | 86.6% | $247.6M | $285.8M | 2026-03-31 | → |
| 679 | IMPACT RETIREMENT ADVISORS, LLC | 330475 | 86.6% | $717.1M | $827.7M | 2026-03-31 | → |
| 680 | BULLSEYE ASSET MANAGEMENT LLC | 153990 | 86.5% | $159.1M | $183.9M | 2026-06-30 | → |
| 681 | ZAZOVE ASSOCIATES LLC | 104751 | 86.5% | $1.70B | $1.97B | 2026-04-30 | → |
| 682 | CORNERSTONE MANAGEMENT, INC. | 125828 | 86.5% | $1.98B | $2.29B | 2026-03-31 | → |
| 683 | PRYTANIA INVESTMENT ADVISORS LLP | 285874 | 86.4% | $848.4M | $981.7M | 2026-06-30 | → |
| 684 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | 86.4% | $11.08B | $12.82B | 2026-03-31 | → |
| 685 | TEN PEAKS PARTNERS L.L.C. | 169364 | 86.4% | $93.8M | $108.6M | 2026-05-31 | → |
| 686 | ALPHA INNOVATIONS LTD. | 300529 | 86.4% | $200.0M | $231.5M | 2026-05-31 | → |
| 687 | FOUNDRY PARTNERS, LLC | 164863 | 86.2% | $1.77B | $2.05B | 2025-03-31 | → |
| 688 | HOSKING PARTNERS LLP | 173527 | 86.1% | $5.99B | $6.95B | 2026-04-30 | → |
| 689 | PAN GLOBAL ADVISERS, LLC | 301863 | 86.1% | $232.9M | $270.5M | 2026-03-31 | → |
| 690 | LARRAINVIAL ASSET MANAGEMENT ADMINISTRADORA GENERAL DE FONDOS SA | 295522 | 86% | $1.97B | $2.29B | 2025-03-31 | → |
| 691 | TC43 LLC | 329373 | 86% | $249.4M | $290.1M | 2025-06-30 | → |
| 692 | ATLAS FIDUCIARY SERVICES, INC. | 321271 | 85.9% | $231.4M | $269.3M | 2026-02-28 | → |
| 693 | SPRINGS CAPITAL (HONG KONG) LIMITED | 168321 | 85.9% | $6.16B | $7.17B | 2026-06-30 | → |
| 694 | REEDMARK ADVISORS, LLC | 173760 | 85.8% | $484.4M | $564.6M | 2026-03-31 | → |
| 695 | US ASSET MANAGEMENT, LLC | 124234 | 85.7% | $307.3M | $358.5M | 2026-03-31 | → |
| 696 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | 85.7% | $97.82B | $114.16B | 2026-06-30 | → |
| 697 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | 85.5% | $29.50B | $34.50B | 2026-03-31 | → |
| 698 | WINTHROP CAPITAL MANAGEMENT, LLC | 145216 | 85.3% | $3.39B | $3.97B | 2026-03-31 | → |
| 699 | 3650 REIT INVESTMENT MANAGEMENT LLC | 286013 | 85.3% | $2.08B | $2.43B | 2026-03-31 | → |
| 700 | GLOBAL FINANCIAL GROUP ADVISORS LLC | 166251 | 85.3% | $630.5M | $739.4M | 2026-03-31 | → |
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