Research Report · 2026-06-30
Registered Investment Advisers Reporting Pension Consulting
SEC-registered investment advisers that report pension consulting services, ranked by AUM.
Firms
1,000
Total AUM
$112.24T
Median AUM
$28.87B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | THIRD POINT LLC | 137927 | $28.73B | $28.73B | 143 | 2026-05-31 | → |
| 502 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $28.66B | $28.66B | 37 | 2026-03-31 | → |
| 503 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $28.64B | $28.64B | 35 | 2026-03-31 | → |
| 504 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | $28.47B | $28.47B | 304 | 2026-03-31 | → |
| 505 | SAGE ADVISORY SERVICES LTD CO | 106236 | $28.43B | $28.43B | 58 | 2026-03-31 | → |
| 506 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $28.33B | $28.33B | 175 | 2026-03-31 | → |
| 507 | AXIOM INVESTORS LLC | 109605 | $28.06B | $28.06B | 57 | 2026-03-31 | → |
| 508 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $28.01B | $28.01B | 70 | 2026-04-30 | → |
| 509 | RESEARCH AFFILIATES, LLC | 120440 | $27.84B | $27.84B | 66 | 2026-03-31 | → |
| 510 | ANCHORAGE CAPITAL ADVISORS, L.P. | 328998 | $27.83B | $27.83B | 88 | 2026-05-31 | → |
| 511 | THE PALISADES GROUP, LLC | 165609 | $27.78B | $27.78B | 90 | 2026-05-31 | → |
| 512 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | $27.49B | $27.49B | 49 | 2026-03-31 | → |
| 513 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $27.28B | $27.28B | 50 | 2026-04-30 | → |
| 514 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $26.76B | $26.76B | 46 | 2026-03-31 | → |
| 515 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $26.70B | $26.70B | 88 | 2026-05-31 | → |
| 516 | WELLTH ADVISORY SERVICES, LLC | 330537 | $26.68B | $26.68B | 74 | 2026-03-31 | → |
| 517 | BROWN ADVISORY LTD. | 168985 | $26.58B | $26.58B | 110 | 2026-03-31 | → |
| 518 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $26.46B | $26.46B | 149 | 2026-03-31 | → |
| 519 | CFI PARTNERS, LLC | 139531 | $26.31B | $26.31B | 47 | 2026-03-31 | → |
| 520 | PGIM MULTI-ASSET SOLUTIONS LLC | 136274 | $26.26B | $26.26B | 39 | 2025-03-31 | → |
| 521 | MAGNETAR FINANCIAL LLC | 136045 | $26.23B | $26.23B | 198 | 2026-03-31 | → |
| 522 | INVESCO HONG KONG LIMITED | 109923 | $26.20B | $26.20B | 226 | 2026-03-31 | → |
| 523 | SUMMIT ROCK ADVISORS, LP | 144059 | $26.18B | $26.18B | 74 | 2026-03-31 | → |
| 524 | FRED ALGER MANAGEMENT, LLC | 106750 | $26.14B | $26.14B | 98 | 2026-05-31 | → |
| 525 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $26.12B | $26.12B | 82 | 2026-05-31 | → |
| 526 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $26.04B | $26.04B | 131 | 2026-04-30 | → |
| 527 | FEDERATED MDTA LLC | 109355 | $25.95B | $25.95B | 21 | 2026-05-31 | → |
| 528 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $25.87B | $25.87B | 145 | 2026-03-31 | → |
| 529 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $25.85B | $25.85B | 8 | 2025-12-31 | → |
| 530 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $25.84B | $25.84B | 30 | 2026-03-31 | → |
| 531 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $25.84B | $25.84B | 165 | 2025-12-31 | → |
| 532 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $25.82B | $25.82B | 119 | 2026-06-30 | → |
| 533 | CIGNA INVESTMENTS, INC. | 105811 | $25.76B | $25.76B | 108 | 2026-03-31 | → |
| 534 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.69B | $25.69B | 238 | 2026-05-31 | → |
| 535 | STRATEGIC VALUE PARTNERS, LLC | 138406 | $25.61B | $25.61B | 226 | 2026-06-30 | → |
| 536 | KSL ADVISORS, LLC | 155677 | $25.61B | $25.61B | 135 | 2026-06-30 | → |
| 537 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $25.59B | $25.59B | 76 | 2026-05-31 | → |
| 538 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $25.41B | $25.41B | 94 | 2026-03-31 | → |
| 539 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $25.39B | $25.39B | 204 | 2026-06-30 | → |
| 540 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | $25.12B | $25.12B | 148 | 2026-06-30 | → |
| 541 | LPL ENTERPRISE, LLC | 8733 | $24.94B | $24.94B | 5,215 | 2026-03-31 | → |
| 542 | RUFFER LLP | 309733 | $24.87B | $24.87B | 282 | 2026-06-30 | → |
| 543 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $24.86B | $24.86B | 41 | 2026-03-31 | → |
| 544 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $24.85B | $24.85B | 200 | 2026-05-31 | → |
| 545 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.79B | $24.79B | 422 | 2026-03-31 | → |
| 546 | FEDERATED HERMES (UK) LLP | 169087 | $24.72B | $24.72B | 11 | 2026-03-31 | → |
| 547 | DAVENPORT & COMPANY LLC | 1588 | $24.70B | $24.70B | 525 | 2026-06-30 | → |
| 548 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $24.65B | $24.65B | 289 | 2026-06-30 | → |
| 549 | JEFFERIES FINANCE LLC | 162264 | $24.59B | $24.59B | 124 | 2026-03-31 | → |
| 550 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $24.57B | $24.57B | 49 | 2026-03-31 | → |
| 551 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $24.51B | $24.51B | 138 | 2026-05-31 | → |
| 552 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | $24.51B | $24.51B | 159 | 2026-06-30 | → |
| 553 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | $24.44B | $24.44B | 290 | 2026-03-31 | → |
| 554 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $24.40B | $24.40B | 61 | 2026-03-31 | → |
| 555 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
| 556 | CITI GLOBAL ALTERNATIVES, LLC | 324457 | $24.39B | $24.39B | 91 | 2025-07-31 | → |
| 557 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $24.28B | $24.28B | 77 | 2026-03-31 | → |
| 558 | XPONANCE LLC | 111126 | $24.27B | $24.27B | 46 | 2026-04-30 | → |
| 559 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $24.09B | $24.09B | 30 | 2026-06-30 | → |
| 560 | T. ROWE PRICE JAPAN, INC. | 290585 | $24.07B | $24.07B | 80 | 2026-03-31 | → |
| 561 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $24.07B | $24.07B | 127 | 2026-05-31 | → |
| 562 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 563 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 564 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $23.95B | $23.95B | 56 | 2026-01-31 | → |
| 565 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $23.90B | $23.90B | 104 | 2026-03-31 | → |
| 566 | MERIT FINANCIAL GROUP, LLC | 142457 | $23.88B | $23.88B | 470 | 2026-06-30 | → |
| 567 | FUND EVALUATION GROUP, LLC | 121658 | $23.86B | $23.86B | 136 | 2026-03-31 | → |
| 568 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $23.85B | $23.85B | 35 | 2026-06-30 | → |
| 569 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $23.84B | $23.84B | 110 | 2026-06-30 | → |
| 570 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $23.61B | $23.61B | 45 | 2026-06-30 | → |
| 571 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $23.48B | $23.48B | 5 | 2026-03-31 | → |
| 572 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $23.44B | $23.44B | 51 | 2026-04-30 | → |
| 573 | WASATCH ADVISORS LP | 106081 | $23.35B | $23.35B | 96 | 2026-03-31 | → |
| 574 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $23.33B | $23.33B | 156 | 2026-03-31 | → |
| 575 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $23.32B | $23.32B | 47 | 2026-03-31 | → |
| 576 | NEW HOLLAND CAPITAL, LLC | 160211 | $23.32B | $23.32B | 32 | 2026-06-30 | → |
| 577 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $23.28B | $23.28B | 155 | 2025-09-30 | → |
| 578 | JORDAN PARK GROUP LLC | 287755 | $23.26B | $23.26B | 153 | 2026-06-30 | → |
| 579 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 580 | CAPITAL ADVISORS GROUP, INC | 112000 | $23.03B | $23.03B | 33 | 2026-03-31 | → |
| 581 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $22.98B | $22.98B | 164 | 2026-05-31 | → |
| 582 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | 282516 | $22.95B | $22.95B | 91 | 2026-03-31 | → |
| 583 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $22.84B | $22.84B | 213 | 2026-03-31 | → |
| 584 | PRUDENTIAL SELECT STRATEGIES LLC | 286153 | $22.78B | $22.78B | 64 | 2026-03-31 | → |
| 585 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $22.77B | $22.77B | 14 | 2026-03-31 | → |
| 586 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $22.77B | $22.77B | 11 | 2026-03-31 | → |
| 587 | COMMONFUND OCIO, INC. | 110689 | $22.66B | $22.66B | 42 | 2025-12-31 | → |
| 588 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.64B | $22.64B | 161 | 2026-06-30 | → |
| 589 | BENEFIT STREET PARTNERS LIMITED | 160617 | $22.61B | $22.61B | 164 | 2026-05-31 | → |
| 590 | MPC CAPITAL ADVISORS, LLC | 153586 | $22.57B | $22.57B | 9 | 2026-03-31 | → |
| 591 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $22.57B | $22.57B | 504 | 2026-03-31 | → |
| 592 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108163 | $22.54B | $22.54B | 241 | 2026-03-31 | → |
| 593 | CRESTLINE MANAGEMENT, L.P. | 122711 | $22.51B | $22.51B | 195 | 2026-03-31 | → |
| 594 | EIG MANAGEMENT COMPANY, LLC | 154302 | $22.22B | $22.22B | 124 | 2026-03-31 | → |
| 595 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $22.04B | $22.04B | 133 | 2026-03-31 | → |
| 596 | VIDENT ADVISORY, LLC | 286622 | $22.02B | $22.02B | 38 | 2026-03-31 | → |
| 597 | LINCOLN INVESTMENT PLANNING, LLC | 519 | $21.99B | $21.99B | 1,238 | 2026-04-30 | → |
| 598 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $21.98B | $21.98B | 57 | 2026-03-31 | → |
| 599 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $21.93B | $21.93B | 28 | 2026-03-31 | → |
| 600 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $21.75B | $21.75B | 100 | 2026-01-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30