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 | |
|---|---|---|---|---|---|---|---|
| 701 | CASPIAN CAPITAL, LP | 155751 | $7.03B | $7.03B | 29 | 2026-03-31 | → |
| 702 | WINDROSE HEALTH INVESTORS, LLC | 160311 | $7.01B | $7.01B | 22 | 2026-05-31 | → |
| 703 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $7.00B | $7.00B | 39 | 2026-06-30 | → |
| 704 | GALVANIZE CLIMATE SOLUTIONS LLC | 316994 | $6.98B | $6.98B | 73 | 2026-04-30 | → |
| 705 | FRAZIER LIFE SCIENCES MANAGEMENT, LP | 317522 | $6.97B | $6.97B | 64 | 2026-03-31 | → |
| 706 | BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC | 316821 | $6.95B | $6.95B | 250 | 2026-03-31 | → |
| 707 | STELLEX CAPITAL MANAGEMENT LLC | 174278 | $6.91B | $6.91B | 45 | 2026-03-31 | → |
| 708 | NAYA CAPITAL MANAGEMENT UK LIMITED | 166159 | $6.88B | $6.88B | 24 | 2026-03-31 | → |
| 709 | ABACUS CAPITAL GROUP LLC | 157243 | $6.88B | $6.88B | 33 | 2026-03-31 | → |
| 710 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $6.87B | $6.87B | 35 | 2026-03-31 | → |
| 711 | PRYSM CAPITAL, L.P. | 304961 | $6.86B | $6.86B | 14 | 2026-03-31 | → |
| 712 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | $6.85B | $6.85B | 159 | 2026-06-30 | → |
| 713 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | $6.84B | $6.84B | 12 | 2026-06-30 | → |
| 714 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | $6.84B | $6.84B | 70 | 2026-06-30 | → |
| 715 | THRIVENT ADVISOR NETWORK, LLC | 304569 | $6.84B | $6.84B | 119 | 2026-06-30 | → |
| 716 | LMCG INVESTMENTS, LLC | 149936 | $6.83B | $6.83B | 46 | 2026-04-30 | → |
| 717 | FOCUS FINANCIAL NETWORK, INC. | 116140 | $6.82B | $6.82B | 189 | 2026-03-31 | → |
| 718 | ABBEY CAPITAL LIMITED | 153498 | $6.82B | $6.82B | 77 | 2026-01-31 | → |
| 719 | RFG ADVISORY, LLC | 158401 | $6.81B | $6.81B | 311 | 2026-06-30 | → |
| 720 | ARA ADVISERS, LLC | 298845 | $6.79B | $6.79B | 95 | 2026-03-31 | → |
| 721 | CHICAGO PACIFIC CAPITAL, L.P. | 172960 | $6.78B | $6.78B | 46 | 2026-03-31 | → |
| 722 | LEAD EDGE CAPITAL MANAGEMENT, LLC | 241795 | $6.77B | $6.77B | 68 | 2026-04-30 | → |
| 723 | TRIAN FUND MANAGEMENT, L.P. | 154172 | $6.71B | $6.71B | 30 | 2026-04-30 | → |
| 724 | REVELSTOKE CAPITAL MANAGEMENT LLC | 173859 | $6.70B | $6.70B | 52 | 2026-06-30 | → |
| 725 | NORTH OF SOUTH CAPITAL LLP | 300917 | $6.70B | $6.70B | 14 | 2026-03-31 | → |
| 726 | ASPEN GROVE CAPITAL, LLC | 158166 | $6.67B | $6.67B | 22 | 2026-03-31 | → |
| 727 | AVISTA CAPITAL HOLDINGS, L.P. | 160750 | $6.66B | $6.66B | 24 | 2026-03-31 | → |
| 728 | NXT CAPITAL INVESTMENT ADVISERS, LLC | 160569 | $6.65B | $6.65B | 242 | 2026-06-30 | → |
| 729 | G SQUARED EQUITY MANAGEMENT LP | 289285 | $6.60B | $6.60B | 42 | 2026-03-31 | → |
| 730 | TURN/RIVER MANAGEMENT, L.P. | 165897 | $6.59B | $6.59B | 99 | 2026-03-31 | → |
| 731 | BERNHARD CAPITAL PARTNERS MANAGEMENT, LP | 168155 | $6.58B | $6.58B | 42 | 2026-03-31 | → |
| 732 | SENDERO WEALTH MANAGEMENT, LLC | 145594 | $6.51B | $6.51B | 41 | 2026-03-31 | → |
| 733 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | 139068 | $6.48B | $6.48B | 80 | 2026-03-31 | → |
| 734 | GREENSPRING ADVISORS, LLC | 132669 | $6.46B | $6.46B | 68 | 2026-06-30 | → |
| 735 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | $6.46B | $6.46B | 170 | 2026-04-30 | → |
| 736 | CERTARES MANAGEMENT LLC | 296928 | $6.41B | $6.41B | 36 | 2026-03-31 | → |
| 737 | TRUEPOINT, INC. | 105664 | $6.39B | $6.39B | 103 | 2026-03-31 | → |
| 738 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | $6.30B | $6.30B | 69 | 2026-03-31 | → |
| 739 | CROSS OCEAN PARTNERS MANAGEMENT LP | 285340 | $6.29B | $6.29B | 34 | 2026-03-31 | → |
| 740 | WCG WEALTH ADVISORS, LLC | 173194 | $6.28B | $6.28B | 131 | 2026-06-30 | → |
| 741 | J. SAFRA ASSET MANAGEMENT CORPORATION | 131243 | $6.26B | $6.26B | 22 | 2026-03-31 | → |
| 742 | CREATIVEONE WEALTH, LLC | 281213 | $6.25B | $6.25B | 222 | 2026-05-31 | → |
| 743 | AURORA CAPITAL PARTNERS MANAGEMENT VI L.P. | 304605 | $6.20B | $6.20B | 29 | 2026-03-31 | → |
| 744 | FAIRFIELD REALTY ADVISORS LLC | 300633 | $6.20B | $6.20B | 370 | 2026-03-31 | → |
| 745 | BRIGHTWOOD CAPITAL ADVISORS, LLC | 167330 | $6.19B | $6.19B | 64 | 2026-06-30 | → |
| 746 | BMO ASSET MANAGEMENT CORP. | 106466 | $6.18B | $6.18B | 5 | 2026-04-30 | → |
| 747 | TODD ASSET MANAGEMENT LLC | 109473 | $6.18B | $6.18B | 18 | 2026-03-31 | → |
| 748 | RIVERWOOD CAPITAL MANAGEMENT L.P. | 158267 | $6.17B | $6.17B | 51 | 2026-03-31 | → |
| 749 | FREEMAN SPOGLI MANAGEMENT CO., L.P. | 156819 | $6.16B | $6.16B | 35 | 2026-03-31 | → |
| 750 | VISION RIDGE PARTNERS, LLC | 174836 | $6.11B | $6.11B | 35 | 2026-05-31 | → |
| 751 | SIGMA PLANNING CORPORATION | 110692 | $6.10B | $6.10B | 471 | 2026-05-31 | → |
| 752 | EJF CAPITAL LP | 138854 | $6.10B | $6.10B | 44 | 2026-04-30 | → |
| 753 | VIVO CAPITAL LLC | 159868 | $6.10B | $6.10B | 62 | 2026-03-31 | → |
| 754 | WARREN EQUITY PARTNERS MANAGER, L.P. | 295903 | $6.09B | $6.09B | 67 | 2026-03-31 | → |
| 755 | FACET WEALTH, INC | 285961 | $6.04B | $6.04B | 168 | 2026-02-28 | → |
| 756 | HAVELI INVESTMENT MANAGEMENT LLC | 316470 | $6.03B | $6.03B | 51 | 2026-03-31 | → |
| 757 | KCM INVESTMENT ADVISORS, LLC | 109629 | $6.02B | $6.02B | 20 | 2026-03-31 | → |
| 758 | TRIVEST INVESTMENT ADVISORS, LLC | 161432 | $6.01B | $6.01B | 100 | 2026-05-31 | → |
| 759 | CAPITAL RESEARCH & CONSULTING LLC | 109868 | $5.99B | $5.99B | 8 | 2026-06-30 | → |
| 760 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $5.98B | $5.98B | 116 | 2026-03-31 | → |
| 761 | INCLINE MANAGEMENT, L.P. | 158858 | $5.96B | $5.96B | 93 | 2026-04-30 | → |
| 762 | CONTOUR ASSET MANAGEMENT LLC | 154645 | $5.92B | $5.92B | 15 | 2026-03-31 | → |
| 763 | GELLER ADVISORS LLC | 134062 | $5.91B | $5.91B | 49 | 2025-01-31 | → |
| 764 | GID MULTIFAMILY INVESTMENT MANAGEMENT LLC | 329225 | $5.89B | $5.89B | 124 | 2026-06-30 | → |
| 765 | TRILANTIC CAPITAL MANAGEMENT L.P. | 152331 | $5.89B | $5.89B | 37 | 2026-05-31 | → |
| 766 | HG VORA CAPITAL MANAGEMENT, LLC | 161788 | $5.87B | $5.87B | 40 | 2026-03-31 | → |
| 767 | SUN CAPITAL ADVISORS, L.P. | 155109 | $5.84B | $5.84B | 58 | 2026-06-30 | → |
| 768 | GC WEALTH MANAGEMENT RIA, LLC | 327269 | $5.83B | $5.83B | 44 | 2026-03-31 | → |
| 769 | AXIUM INFRASTRUCTURE US INC. | 168164 | $5.83B | $5.83B | 17 | 2026-03-31 | → |
| 770 | SALUDA GRADE ASSET MANAGEMENT LLC | 304725 | $5.83B | $5.83B | 51 | 2026-06-30 | → |
| 771 | SYM FINANCIAL CORPORATION | 107517 | $5.81B | $5.81B | 84 | 2026-03-31 | → |
| 772 | PROSPECT RIDGE ADVISORS, LLC | 299594 | $5.81B | $5.81B | 44 | 2026-03-31 | → |
| 773 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | $5.76B | $5.76B | 13 | 2026-03-31 | → |
| 774 | OBRA CAPITAL MANAGEMENT, LLC. | 155231 | $5.75B | $5.75B | 132 | 2026-04-30 | → |
| 775 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 109701 | $5.74B | $5.74B | 155 | 2026-03-31 | → |
| 776 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 250787 | $5.68B | $5.68B | 186 | 2026-06-30 | → |
| 777 | CORTLAND INVESTMENT MANAGEMENT, LLC | 299369 | $5.67B | $5.67B | 91 | 2026-03-31 | → |
| 778 | KLINGMAN AND ASSOCIATES, LLC | 125618 | $5.66B | $5.66B | 25 | 2026-05-31 | → |
| 779 | TFO WEALTH PARTNERS, LLC | 124407 | $5.66B | $5.66B | 67 | 2026-04-30 | → |
| 780 | GALLATIN POINT CAPITAL LLC | 287716 | $5.65B | $5.65B | 23 | 2026-03-31 | → |
| 781 | BORDEAUX WEALTH ADVISORS LLC | 287758 | $5.64B | $5.64B | 34 | 2025-05-31 | → |
| 782 | SEPIO CAPITAL, LP | 285645 | $5.64B | $5.64B | 31 | 2026-04-30 | → |
| 783 | DYNAMIC ADVISOR SOLUTIONS LLC | 151367 | $5.64B | $5.64B | 130 | 2026-06-30 | → |
| 784 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | $5.63B | $5.63B | 43 | 2026-06-30 | → |
| 785 | STRATOS WEALTH ADVISORS LLC | 283816 | $5.57B | $5.57B | 170 | 2026-06-30 | → |
| 786 | SULLIVAN REALTY CAPITAL, LLC | 158988 | $5.57B | $5.57B | 76 | 2026-03-31 | → |
| 787 | INTEGRATED ADVISORS NETWORK LLC | 171991 | $5.52B | $5.52B | 87 | 2026-06-30 | → |
| 788 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $5.52B | $5.52B | 17 | 2026-03-31 | → |
| 789 | CRESCENT GROVE ADVISORS, LLC | 170912 | $5.50B | $5.50B | 34 | 2026-03-31 | → |
| 790 | STACEY BRAUN ASSOCIATES INC | 105056 | $5.50B | $5.50B | 17 | 2026-03-31 | → |
| 791 | WALDRON PRIVATE WEALTH, LLC | 131063 | $5.50B | $5.50B | 70 | 2026-03-31 | → |
| 792 | PROCOURSE FIDUCIARY ADVISORS, LLC | 164328 | $5.49B | $5.49B | 11 | 2026-03-31 | → |
| 793 | INTEGRUM HOLDINGS LP | 314678 | $5.49B | $5.49B | 25 | 2026-05-31 | → |
| 794 | LIME ROCK MANAGEMENT LP | 157127 | $5.48B | $5.48B | 198 | 2026-03-31 | → |
| 795 | BANSK GROUP LLC | 312320 | $5.48B | $5.48B | 25 | 2026-03-31 | → |
| 796 | MONOMOY CAPITAL MANAGEMENT, L.P. | 160759 | $5.46B | $5.46B | 77 | 2026-05-31 | → |
| 797 | PALESTRA CAPITAL MANAGEMENT LLC | 160535 | $5.44B | $5.44B | 21 | 2026-03-31 | → |
| 798 | STWD INVESTMENT MANAGEMENT, LLC | 288615 | $5.43B | $5.43B | 139 | 2026-03-31 | → |
| 799 | MOTIVE CAPITAL MANAGEMENT, LLC | 285341 | $5.42B | $5.42B | 103 | 2026-05-31 | → |
| 800 | PENSION CONSULTANTS INC | 113914 | $5.42B | $5.42B | 17 | 2026-03-31 | → |
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