Research Report · 2026-06-30
Registered Investment Advisers Managing Securitized Assets
SEC-registered investment advisers that report managing securitized assets, ranked by AUM.
Firms
1,000
Total AUM
$77.96T
Median AUM
$11.94B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 108033 | $4.48B | $4.48B | 40 | 2026-02-28 | → |
| 902 | BRIGHTON PARK CAPITAL MANAGEMENT, L.P. | 304261 | $4.48B | $4.48B | 56 | 2026-03-31 | → |
| 903 | ELEMENTUM ADVISORS, LLC | 151635 | $4.48B | $4.48B | 39 | 2026-03-31 | → |
| 904 | BIENVILLE CAPITAL MANAGEMENT, LLC | 149320 | $4.45B | $4.45B | 27 | 2026-03-31 | → |
| 905 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC | 337770 | $4.42B | $4.42B | 130 | 2026-03-31 | → |
| 906 | GREYSTONE BRIDGE LENDING FUND MANAGER LLC | 284589 | $4.40B | $4.40B | 72 | 2026-04-30 | → |
| 907 | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC | 106233 | $4.40B | $4.40B | 13 | 2026-04-30 | → |
| 908 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | $4.40B | $4.40B | 12 | 2026-03-31 | → |
| 909 | ROCKLAND CAPITAL, LP | 156791 | $4.39B | $4.39B | 24 | 2026-03-31 | → |
| 910 | LGK ADVISORS, LLC | 154922 | $4.39B | $4.39B | 27 | 2026-03-31 | → |
| 911 | C2P CAPITAL ADVISORY GROUP, LLC | 156480 | $4.39B | $4.39B | 244 | 2026-03-31 | → |
| 912 | AQR ARBITRAGE, LLC | 114626 | $4.38B | $4.38B | 18 | 2026-03-31 | → |
| 913 | ADERO PARTNERS, LLC | 297808 | $4.38B | $4.38B | 50 | 2025-04-30 | → |
| 914 | SYON CAPITAL LLC | 322776 | $4.38B | $4.38B | 17 | 2026-03-31 | → |
| 915 | ADVISORY ALPHA, LLC | 158282 | $4.37B | $4.37B | 66 | 2026-03-31 | → |
| 916 | SCI CAPITAL PARTNERS LP | 332592 | $4.37B | $4.37B | 13 | 2026-03-31 | → |
| 917 | SAGE FINANCIAL GROUP INC. | 116574 | $4.29B | $4.29B | 28 | 2026-06-30 | → |
| 918 | VIBRANT CAPITAL PARTNERS, INC. | 148352 | $4.28B | $4.28B | 24 | 2026-03-31 | → |
| 919 | MAM AMERICAS, INC. | 282639 | $4.27B | $4.27B | 262 | 2026-06-30 | → |
| 920 | SIMPLICITY WEALTH LLC | 300572 | $4.27B | $4.27B | 424 | 2026-04-30 | → |
| 921 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | $4.26B | $4.26B | 44 | 2026-03-31 | → |
| 922 | TINICUM INCORPORATED | 157298 | $4.23B | $4.23B | 44 | 2026-04-30 | → |
| 923 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | 137342 | $4.23B | $4.23B | 35 | 2026-03-31 | → |
| 924 | POLARIS GROWTH MANAGEMENT, LLC | 297431 | $4.22B | $4.22B | 51 | 2026-04-30 | → |
| 925 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | $4.21B | $4.21B | 22 | 2026-03-31 | → |
| 926 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 105515 | $4.20B | $4.20B | 52 | 2026-03-31 | → |
| 927 | ELECTRON CAPITAL PARTNERS, LLC | 166102 | $4.20B | $4.20B | 13 | 2026-03-31 | → |
| 928 | PROPHET CAPITAL ASSET MANAGEMENT LP | 150683 | $4.20B | $4.20B | 16 | 2026-04-30 | → |
| 929 | BONACCORD CAPITAL ADVISORS LLC | 316716 | $4.19B | $4.19B | 35 | 2026-03-31 | → |
| 930 | GARNETT STATION PARTNERS, LLC | 300033 | $4.19B | $4.19B | 44 | 2026-05-31 | → |
| 931 | STAR MOUNTAIN FUND MANAGEMENT, LLC | 164728 | $4.18B | $4.18B | 121 | 2026-03-31 | → |
| 932 | THE RETIREMENT PLANNING GROUP, LLC | 129625 | $4.16B | $4.16B | 78 | 2026-06-30 | → |
| 933 | REVELAR CAPITAL LLC | 291049 | $4.16B | $4.16B | 23 | 2026-03-31 | → |
| 934 | FOUNDERS FINANCIAL SECURITIES, LLC | 137945 | $4.14B | $4.14B | 139 | 2026-04-30 | → |
| 935 | DIVERSIFY WEALTH MANAGEMENT, LLC | 329878 | $4.11B | $4.11B | 95 | 2026-03-31 | → |
| 936 | FFL PARTNERS, LLC | 156980 | $4.11B | $4.11B | 43 | 2026-03-31 | → |
| 937 | SPF INVESTMENT MANAGEMENT, L.P. | 299036 | $4.10B | $4.10B | 26 | 2026-03-31 | → |
| 938 | BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC | 307525 | $4.10B | $4.10B | 240 | 2025-12-31 | → |
| 939 | FUNDAMENTAL ADVISORS LP | 157899 | $4.09B | $4.09B | 44 | 2026-03-31 | → |
| 940 | WILDCAT CAPITAL MANAGEMENT, LLC | 162178 | $4.08B | $4.08B | 13 | 2026-05-31 | → |
| 941 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 151298 | $4.07B | $4.07B | 85 | 2025-09-30 | → |
| 942 | WATEROUS ENERGY FUND MANAGEMENT (US), LLC | 290952 | $4.01B | $4.01B | 2 | 2026-03-31 | → |
| 943 | JFS WEALTH ADVISORS, LLC | 145051 | $4.01B | $4.01B | 86 | 2026-03-31 | → |
| 944 | BROOKLYN INVESTMENT GROUP, LLC | 316475 | $3.98B | $3.98B | 23 | 2026-03-31 | → |
| 945 | BRENTWOOD PRIVATE EQUITY, LLC | 156558 | $3.97B | $3.97B | 26 | 2026-04-30 | → |
| 946 | IM GLOBAL PARTNER FUND MANAGEMENT LLC | 110005 | $3.97B | $3.97B | 24 | 2026-03-31 | → |
| 947 | INSPIRE INVESTING, LLC | 171988 | $3.96B | $3.96B | 33 | 2026-03-31 | → |
| 948 | GLADE BROOK CAPITAL PARTNERS LLC | 159807 | $3.96B | $3.96B | 18 | 2026-03-31 | → |
| 949 | NWI MANAGEMENT LP | 158366 | $3.95B | $3.95B | 13 | 2026-06-30 | → |
| 950 | STERLING INVESTMENT PARTNERS ADVISERS, LLC | 156946 | $3.94B | $3.94B | 24 | 2026-03-31 | → |
| 951 | HILDRED CAPITAL MANAGEMENT, LLC | 301293 | $3.92B | $3.92B | 31 | 2026-04-30 | → |
| 952 | CROSSLINK CAPITAL, INC. | 109948 | $3.91B | $3.91B | 34 | 2026-03-31 | → |
| 953 | AVENUE EUROPE INTERNATIONAL MANAGEMENT, L.P. | 131937 | $3.91B | $3.91B | 183 | 2026-05-31 | → |
| 954 | IMA ADVISORY SERVICES, INC. | 112091 | $3.90B | $3.90B | 50 | 2026-05-31 | → |
| 955 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 124845 | $3.90B | $3.90B | 53 | 2026-04-30 | → |
| 956 | TWO WEST CAPITAL ADVISORS LLC | 154543 | $3.89B | $3.89B | 15 | 2026-05-31 | → |
| 957 | MIDDLEGROUND MANAGEMENT, LP | 297235 | $3.89B | $3.89B | 111 | 2026-05-31 | → |
| 958 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 309550 | $3.88B | $3.88B | 58 | 2026-04-30 | → |
| 959 | HV MANCO, LLC | 315050 | $3.88B | $3.88B | 45 | 2026-03-31 | → |
| 960 | VOYA FINANCIAL ADVISORS, INC. | 2882 | $3.87B | $3.87B | 638 | 2026-05-31 | → |
| 961 | NEWVIEW CAPITAL MANAGEMENT, LLC | 298161 | $3.86B | $3.86B | 22 | 2026-04-30 | → |
| 962 | TAGES CAPITAL LLP | 337285 | $3.85B | $3.85B | 40 | 2026-03-31 | → |
| 963 | TREE LINE CAPITAL PARTNERS, LLC | 173784 | $3.85B | $3.85B | 30 | 2026-03-31 | → |
| 964 | NORWEST CAPITAL ADVISORS, LLC | 323642 | $3.84B | $3.84B | 40 | 2026-04-30 | → |
| 965 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | 319289 | $3.83B | $3.83B | 9 | 2026-05-31 | → |
| 966 | G. W. HENSSLER & ASSOCIATES, LTD | 104545 | $3.81B | $3.81B | 88 | 2026-03-31 | → |
| 967 | ALKEN ASSET MANAGEMENT LTD | 329119 | $3.80B | $3.80B | 21 | 2026-06-30 | → |
| 968 | HARBOR GROUP INTERNATIONAL, LLC | 285895 | $3.79B | $3.79B | 293 | 2026-04-30 | → |
| 969 | INTEGRAL ILS LTD. | 310727 | $3.78B | $3.78B | 15 | 2026-03-31 | → |
| 970 | ALPHA CUBED INVESTMENTS, LLC | 159347 | $3.78B | $3.78B | 29 | 2026-03-31 | → |
| 971 | NEOS PARTNERS, LP | 323847 | $3.77B | $3.77B | 34 | 2026-05-31 | → |
| 972 | PLEXUS CAPITAL, LLC | 310241 | $3.77B | $3.77B | 50 | 2026-03-31 | → |
| 973 | NEXT FINANCIAL GROUP, INC. | 46214 | $3.77B | $3.77B | 564 | 2025-08-31 | → |
| 974 | BEAUMONT FINANCIAL ADVISORS, LLC | 322925 | $3.76B | $3.76B | 24 | 2026-03-31 | → |
| 975 | VECTOR CAPITAL MANAGEMENT, L.P. | 171172 | $3.75B | $3.75B | 51 | 2026-06-30 | → |
| 976 | KINGSWOOD CAPITAL MANAGEMENT, L.P. | 304649 | $3.75B | $3.75B | 33 | 2026-04-30 | → |
| 977 | AVANATH CAPITAL MANAGEMENT, LLC | 172704 | $3.75B | $3.75B | 103 | 2026-04-30 | → |
| 978 | ARGOSY CAPITAL GROUP, LLC | 160212 | $3.73B | $3.73B | 82 | 2026-06-30 | → |
| 979 | PROTERRA INVESTMENT PARTNERS LP | 282051 | $3.71B | $3.71B | 61 | 2026-05-31 | → |
| 980 | FALFURRIAS MANAGEMENT PARTNERS LP | 163076 | $3.71B | $3.71B | 55 | 2026-03-31 | → |
| 981 | 57 STARS LLC | 135202 | $3.70B | $3.70B | 24 | 2026-03-31 | → |
| 982 | BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP | 172298 | $3.68B | $3.68B | 6 | 2026-06-30 | → |
| 983 | SOLEUS CAPITAL MANAGEMENT, L.P. | 294459 | $3.66B | $3.66B | 23 | 2026-04-30 | → |
| 984 | TGM ASSOCIATES L.P. | 108905 | $3.66B | $3.66B | 35 | 2026-04-30 | → |
| 985 | VICTORY PARK CAPITAL ADVISORS, LLC | 161079 | $3.65B | $3.65B | 60 | 2026-03-31 | → |
| 986 | BCSF ADVISORS, LP | 282092 | $3.65B | $3.65B | 682 | 2026-03-31 | → |
| 987 | S3 CAPITAL ADVISORS LLC | 322956 | $3.64B | $3.64B | 39 | 2026-01-31 | → |
| 988 | PALLADIUM EQUITY PARTNERS ADVISOR, LLC | 159061 | $3.60B | $3.60B | 45 | 2026-03-31 | → |
| 989 | SAX WEALTH ADVISORS, LLC | 119193 | $3.60B | $3.60B | 39 | 2026-06-30 | → |
| 990 | RPOA ADVISORS, INC. | 157222 | $3.59B | $3.59B | 126 | 2026-04-30 | → |
| 991 | THE BURNEY COMPANY | 106945 | $3.59B | $3.59B | 46 | 2026-03-31 | → |
| 992 | OHA PRIVATE CREDIT ADVISORS LLC | 319664 | $3.58B | $3.58B | 435 | 2026-03-31 | → |
| 993 | SIGFIG WEALTH MANAGEMENT LLC | 158823 | $3.58B | $3.58B | 96 | 2026-02-28 | → |
| 994 | STEELE CAPITAL MANAGEMENT, INC. | 107097 | $3.55B | $3.55B | 15 | 2026-03-31 | → |
| 995 | QUAD-C MANAGEMENT, INC. | 161395 | $3.55B | $3.55B | 33 | 2026-03-31 | → |
| 996 | DEER PARK ROAD MANAGEMENT COMPANY, LP | 140370 | $3.52B | $3.52B | 28 | 2026-04-30 | → |
| 997 | BRYN MAWR TRUST ADVISORS, LLC | 285359 | $3.51B | $3.51B | 87 | 2026-04-30 | → |
| 998 | WESTERN INTERNATIONAL SECURITIES, INC. | 39262 | $3.51B | $3.51B | 407 | 2025-06-30 | → |
| 999 | STELLUS CAPITAL MANAGEMENT, LLC | 160115 | $3.51B | $3.51B | 36 | 2026-04-30 | → |
| 1000 | ADVISOR RESOURCE COUNCIL | 164109 | $3.49B | $3.49B | 119 | 2026-03-31 | → |
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