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 | |
|---|---|---|---|---|---|---|---|
| 601 | RIALTO CAPITAL MANAGEMENT, LLC | 159998 | $21.73B | $21.73B | 82 | 2026-04-30 | → |
| 602 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $21.55B | $21.55B | 183 | 2026-06-30 | → |
| 603 | EHRENKRANZ PARTNERS L.P. | 131728 | $21.54B | $21.54B | 46 | 2026-06-30 | → |
| 604 | EDGEWOOD MANAGEMENT LLC | 106647 | $21.52B | $21.52B | 41 | 2026-03-31 | → |
| 605 | UNIVERSA INVESTMENTS L.P. | 146052 | $21.35B | $21.35B | 20 | 2026-03-31 | → |
| 606 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | $21.35B | $21.35B | 44 | 2026-02-28 | → |
| 607 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $21.33B | $21.33B | 129 | 2026-03-31 | → |
| 608 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $21.32B | $21.32B | 25 | 2026-03-31 | → |
| 609 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | $21.29B | $21.29B | 23 | 2025-07-31 | → |
| 610 | LEE OVERLAY PARTNERS LTD | 110822 | $21.26B | $21.26B | 30 | 2025-09-30 | → |
| 611 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $21.19B | $21.19B | 96 | 2026-05-31 | → |
| 612 | CORE AND VALUE ADVISORS, LLC | 156093 | $21.18B | $21.18B | 161 | 2026-06-30 | → |
| 613 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $21.15B | $21.15B | 63 | 2026-04-30 | → |
| 614 | CERITY PARTNERS OCIO LLC | 151916 | $21.13B | $21.13B | 61 | 2026-03-31 | → |
| 615 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $21.08B | $21.08B | 54 | 2026-04-30 | → |
| 616 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $21.02B | $21.02B | 95 | 2026-03-31 | → |
| 617 | HIGHLAND ASSOCIATES INC | 104948 | $20.99B | $20.99B | 19 | 2026-03-31 | → |
| 618 | BAHL & GAYNOR INC | 106139 | $20.99B | $20.99B | 79 | 2026-02-28 | → |
| 619 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | $20.76B | $20.76B | 164 | 2026-06-30 | → |
| 620 | OFFIT CAPITAL ADVISORS LLC | 144474 | $20.60B | $20.60B | 82 | 2026-03-31 | → |
| 621 | BANDHAN AMC LIMITED | 170336 | $20.59B | $20.59B | 672 | 2025-06-30 | → |
| 622 | FIDUCIARY COUNSELORS INC. | 111827 | $20.35B | $20.35B | 8 | 2026-03-31 | → |
| 623 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $20.29B | $20.29B | 63 | 2026-03-31 | → |
| 624 | HARVEST PARTNERS, LP | 158284 | $20.25B | $20.25B | 102 | 2026-03-31 | → |
| 625 | HARRISON STREET ADVISORS, LLC | 157983 | $20.18B | $20.18B | 321 | 2026-03-31 | → |
| 626 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $20.18B | $20.18B | 33 | 2026-04-30 | → |
| 627 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | $20.14B | $20.14B | 1 | 2026-03-31 | → |
| 628 | REGIONS INVESTMENT MANAGEMENT, INC. | 111715 | $20.14B | $20.14B | 28 | 2026-03-31 | → |
| 629 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $20.13B | $20.13B | 37 | 2026-03-31 | → |
| 630 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $20.09B | $20.09B | 27 | 2026-06-30 | → |
| 631 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $19.94B | $19.94B | 94 | 2026-05-31 | → |
| 632 | NEWEDGE WEALTH, LLC | 307771 | $19.93B | $19.93B | 211 | 2026-04-30 | → |
| 633 | INVESCO CANADA LTD. | 126572 | $19.87B | $19.87B | 82 | 2026-03-31 | → |
| 634 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $19.78B | $19.78B | 103 | 2025-12-31 | → |
| 635 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | $19.66B | $19.66B | 3 | 2026-06-30 | → |
| 636 | TOWNSEND HOLDINGS LLC | 160006 | $19.64B | $19.64B | 110 | 2026-03-31 | → |
| 637 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $19.64B | $19.64B | 924 | 2026-05-31 | → |
| 638 | VERUS ADVISORY, INC. | 110565 | $19.43B | $19.43B | 87 | 2026-03-31 | → |
| 639 | PENTWATER CAPITAL MANAGEMENT LP | 156873 | $19.26B | $19.26B | 45 | 2026-03-31 | → |
| 640 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | $19.19B | $19.19B | 85 | 2026-06-30 | → |
| 641 | CHOREO, LLC | 111221 | $19.14B | $19.14B | 232 | 2026-03-31 | → |
| 642 | VERITAS ASSET MANAGEMENT LLP | 174314 | $19.13B | $19.13B | 42 | 2026-03-31 | → |
| 643 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $19.09B | $19.09B | 140 | 2026-01-31 | → |
| 644 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $18.99B | $18.99B | 58 | 2026-05-31 | → |
| 645 | BRIGHTON JONES LLC | 108601 | $18.88B | $18.88B | 316 | 2026-05-31 | → |
| 646 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $18.88B | $18.88B | 44 | 2026-05-31 | → |
| 647 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $18.85B | $18.85B | 46 | 2026-04-30 | → |
| 648 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $18.83B | $18.83B | 75 | 2025-12-31 | → |
| 649 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $18.83B | $18.83B | 398 | 2026-03-31 | → |
| 650 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $18.81B | $18.81B | 140 | 2026-03-31 | → |
| 651 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $18.79B | $18.79B | 711 | 2026-05-31 | → |
| 652 | STRATOS WEALTH PARTNERS, LTD | 153184 | $18.65B | $18.65B | 618 | 2026-06-30 | → |
| 653 | PGIM LUXEMBOURG S.A. | 281562 | $18.63B | $18.63B | 40 | 2026-03-31 | → |
| 654 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | 157073 | $18.56B | $18.56B | 282 | 2026-03-31 | → |
| 655 | 1823 PARTNERS (US) LLC | 333927 | $18.53B | $18.53B | 52 | 2026-03-31 | → |
| 656 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $18.52B | $18.52B | 38 | 2026-03-31 | → |
| 657 | AB CARVAL INVESTORS, LP | 141819 | $18.44B | $18.44B | 169 | 2026-03-31 | → |
| 658 | THE ROCK CREEK GROUP, LP | 125409 | $18.38B | $18.38B | 62 | 2026-05-31 | → |
| 659 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $18.30B | $18.30B | 27 | 2026-03-31 | → |
| 660 | ACORE CAPITAL, LP | 175054 | $18.27B | $18.27B | 121 | 2026-04-30 | → |
| 661 | SIGULER GUFF ADVISERS LLC | 106788 | $18.26B | $18.26B | 130 | 2026-03-31 | → |
| 662 | RCP ADVISORS 2, LLC | 289963 | $18.21B | $18.21B | 63 | 2026-03-31 | → |
| 663 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $18.16B | $18.16B | 20 | 2026-03-31 | → |
| 664 | TOWNSQUARE CAPITAL, LLC | 288576 | $18.07B | $18.07B | 53 | 2026-03-31 | → |
| 665 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $18.07B | $18.07B | 16 | 2026-03-31 | → |
| 666 | ASPIRIANT, LLC | 146720 | $18.05B | $18.05B | 218 | 2026-05-31 | → |
| 667 | STEPHENS INC. | 3496 | $18.04B | $18.04B | 611 | 2026-06-30 | → |
| 668 | MERCURY ADVISORY, LLC | 308960 | $17.94B | $17.94B | 7 | 2026-05-31 | → |
| 669 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $17.83B | $17.83B | 104 | 2026-05-31 | → |
| 670 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $17.75B | $17.75B | 65 | 2026-03-31 | → |
| 671 | F/M INVESTMENTS LLC | 304405 | $17.74B | $17.74B | 83 | 2026-03-31 | → |
| 672 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $17.68B | $17.68B | 238 | 2026-06-30 | → |
| 673 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $17.66B | $17.66B | 32 | 2026-03-31 | → |
| 674 | GEOWEALTH MANAGEMENT LLC | 148222 | $17.57B | $17.57B | 88 | 2026-03-31 | → |
| 675 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | $17.50B | $17.50B | 36 | 2026-03-31 | → |
| 676 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | $17.35B | $17.35B | 532 | 2026-06-30 | → |
| 677 | RWC ASSET MANAGEMENT LLP | 168656 | $17.32B | $17.32B | 149 | 2026-03-31 | → |
| 678 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $17.30B | $17.30B | 13 | 2025-12-31 | → |
| 679 | EVOKE WEALTH, LLC | 300856 | $17.29B | $17.29B | 96 | 2026-04-30 | → |
| 680 | FIERA CAPITAL INC. | 113638 | $17.28B | $17.28B | 95 | 2026-03-31 | → |
| 681 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | $17.26B | $17.26B | 68 | 2026-04-30 | → |
| 682 | CAPITAL WEALTH PLANNING, LLC | 150764 | $17.25B | $17.25B | 30 | 2026-03-31 | → |
| 683 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | $17.23B | $17.23B | 251 | 2026-06-30 | → |
| 684 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $17.21B | $17.21B | 117 | 2026-06-30 | → |
| 685 | KOHLBERG & CO., L.L.C. | 160745 | $17.15B | $17.15B | 91 | 2026-05-31 | → |
| 686 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | $17.14B | $17.14B | 184 | 2025-07-31 | → |
| 687 | MANNING & NAPIER ADVISORS, LLC | 105992 | $17.03B | $17.03B | 195 | 2026-06-30 | → |
| 688 | PRINCIPAL SECURITIES, INC. | 1137 | $17.02B | $17.02B | 1,464 | 2026-03-31 | → |
| 689 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $16.87B | $16.87B | 191 | 2026-04-30 | → |
| 690 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | $16.73B | $16.73B | 401 | 2026-05-31 | → |
| 691 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $16.71B | $16.71B | 55 | 2026-03-31 | → |
| 692 | MONARCH ALTERNATIVE CAPITAL LP | 159465 | $16.69B | $16.69B | 107 | 2026-05-31 | → |
| 693 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $16.66B | $16.66B | 33 | 2026-03-31 | → |
| 694 | KEYSTATE ADVISORY, LLC | 156226 | $16.59B | $16.59B | 8 | 2026-03-31 | → |
| 695 | RA CAPITAL MANAGEMENT, LP | 160174 | $16.40B | $16.40B | 185 | 2026-03-31 | → |
| 696 | VALLEY VIEW CONSULTING LLC | 108583 | $16.40B | $16.40B | 11 | 2026-04-30 | → |
| 697 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $16.37B | $16.37B | 65 | 2026-05-31 | → |
| 698 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $16.30B | $16.30B | 24 | 2026-06-30 | → |
| 699 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $16.25B | $16.25B | 38 | 2026-05-31 | → |
| 700 | GREAT LAKES ADVISORS, LLC | 110757 | $16.16B | $16.16B | 84 | 2026-05-31 | → |
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