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 | |
|---|---|---|---|---|---|---|---|
| 701 | VARDE MANAGEMENT, L.P. | 148949 | $16.13B | $16.13B | 197 | 2026-06-30 | → |
| 702 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $16.09B | $16.09B | 314 | 2026-06-30 | → |
| 703 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $16.07B | $16.07B | 68 | 2026-03-31 | → |
| 704 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $15.98B | $15.98B | 58 | 2026-04-30 | → |
| 705 | TAYLOR ADVISORS, INC. | 119300 | $15.95B | $15.95B | 14 | 2026-01-31 | → |
| 706 | MAVERICK CAPITAL LTD | 108262 | $15.85B | $15.85B | 98 | 2026-03-31 | → |
| 707 | MYCIO WEALTH PARTNERS, LLC | 134436 | $15.78B | $15.78B | 67 | 2026-03-31 | → |
| 708 | CF PRIVATE EQUITY, INC. | 110657 | $15.78B | $15.78B | 66 | 2025-12-31 | → |
| 709 | MSREF REAL ESTATE ADVISOR, INC. | 142047 | $15.77B | $15.77B | 372 | 2026-05-31 | → |
| 710 | OEP CAPITAL ADVISORS, L.P. | 173626 | $15.73B | $15.73B | 77 | 2026-03-31 | → |
| 711 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $15.72B | $15.72B | 99 | 2026-03-31 | → |
| 712 | STANHOPE CAPITAL, LLP | 162512 | $15.70B | $15.70B | 64 | 2026-03-31 | → |
| 713 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $15.67B | $15.67B | 72 | 2026-03-31 | → |
| 714 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | $15.66B | $15.66B | 736 | 2026-03-31 | → |
| 715 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | $15.54B | $15.54B | 204 | 2026-04-30 | → |
| 716 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $15.52B | $15.52B | 97 | 2026-03-31 | → |
| 717 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.48B | $15.48B | 2,180 | 2026-06-30 | → |
| 718 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $15.47B | $15.47B | 41 | 2026-03-31 | → |
| 719 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | $15.46B | $15.46B | 118 | 2026-05-31 | → |
| 720 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | $15.33B | $15.33B | 60 | 2026-03-31 | → |
| 721 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $15.28B | $15.28B | 112 | 2026-03-31 | → |
| 722 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $15.23B | $15.23B | 47 | 2026-03-31 | → |
| 723 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 724 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $15.19B | $15.19B | 212 | 2026-03-31 | → |
| 725 | BLACKSTONE IRELAND LIMITED | 292121 | $15.19B | $15.19B | 711 | 2026-05-31 | → |
| 726 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $15.13B | $15.13B | 205 | 2026-04-30 | → |
| 727 | CV ADVISORS LLC | 164817 | $15.08B | $15.08B | 82 | 2026-04-30 | → |
| 728 | SETANTA ASSET MANAGEMENT LTD | 281781 | $15.02B | $15.02B | 24 | 2025-03-31 | → |
| 729 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $14.97B | $14.97B | 73 | 2026-06-30 | → |
| 730 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $14.89B | $14.89B | 56 | 2026-03-31 | → |
| 731 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $14.73B | $14.73B | 52 | 2026-06-30 | → |
| 732 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $14.73B | $14.73B | 17 | 2026-03-31 | → |
| 733 | ATLANTA CONSULTING GROUP ADVISORS, LLC | 288169 | $14.70B | $14.70B | 23 | 2026-04-30 | → |
| 734 | DIGITAL BRIDGE ADVISORS, LLC | 291394 | $14.60B | $14.60B | 174 | 2026-05-31 | → |
| 735 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 736 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | $14.57B | $14.57B | 137 | 2026-05-31 | → |
| 737 | PAAMCO PRISMA, LLC | 108989 | $14.45B | $14.45B | 37 | 2026-05-31 | → |
| 738 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | 156925 | $14.45B | $14.45B | 166 | 2026-05-31 | → |
| 739 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $14.43B | $14.43B | 158 | 2026-03-31 | → |
| 740 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $14.38B | $14.38B | 39 | 2026-03-31 | → |
| 741 | AUSBIL INVESTMENT MANAGEMENT LIMITED | 289468 | $14.35B | $14.35B | 72 | 2026-03-31 | → |
| 742 | INFRARED CAPITAL PARTNERS LIMITED | 161187 | $14.30B | $14.30B | 148 | 2026-05-31 | → |
| 743 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $14.28B | $14.28B | 81 | 2026-03-31 | → |
| 744 | BSP NY LLC | 128557 | $14.24B | $14.24B | 18 | 2026-03-31 | → |
| 745 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $14.23B | $14.23B | 137 | 2026-06-30 | → |
| 746 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $14.20B | $14.20B | 79 | 2026-03-31 | → |
| 747 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $14.15B | $14.15B | 105 | 2026-03-31 | → |
| 748 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $14.09B | $14.09B | 39 | 2026-05-31 | → |
| 749 | RELATED FUND MANAGEMENT, LLC | 156543 | $14.02B | $14.02B | 69 | 2026-03-31 | → |
| 750 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $13.99B | $13.99B | 78 | 2026-06-30 | → |
| 751 | BRANDYWINE MANAGERS, LLC | 137388 | $13.97B | $13.97B | 5 | 2026-04-30 | → |
| 752 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $13.93B | $13.93B | 207 | 2026-03-31 | → |
| 753 | ULLICO INVESTMENT ADVISORS, INC. | 106628 | $13.92B | $13.92B | 92 | 2026-03-31 | → |
| 754 | MISSION WEALTH MANAGEMENT, LP | 113057 | $13.91B | $13.91B | 184 | 2026-04-30 | → |
| 755 | ADVISOR PARTNERS II, LLC | 321633 | $13.91B | $13.91B | 26 | 2026-03-31 | → |
| 756 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | $13.88B | $13.88B | 200 | 2026-03-31 | → |
| 757 | CAPACUITY LLC | 297679 | $13.87B | $13.87B | 40 | 2026-03-31 | → |
| 758 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $13.84B | $13.84B | 92 | 2026-03-31 | → |
| 759 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $13.78B | $13.78B | 86 | 2026-05-31 | → |
| 760 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $13.76B | $13.76B | 26 | 2026-03-31 | → |
| 761 | TRUSTON ASSET MANAGEMENT CO., LTD. | 161610 | $13.75B | $13.75B | 103 | 2026-02-28 | → |
| 762 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.75B | $13.75B | 797 | 2026-03-31 | → |
| 763 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $13.72B | $13.72B | 10 | 2026-03-31 | → |
| 764 | PINEGROVE VENTURE PARTNERS, LLC | 326747 | $13.72B | $13.72B | 54 | 2026-06-30 | → |
| 765 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $13.70B | $13.70B | 100 | 2026-03-31 | → |
| 766 | COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED | 161061 | $13.66B | $13.66B | 55 | 2025-12-31 | → |
| 767 | FIRST HORIZON ADVISORS, INC | 17117 | $13.62B | $13.62B | 239 | 2025-07-31 | → |
| 768 | ANTIPODES PARTNERS LIMITED | 299380 | $13.53B | $13.53B | 80 | 2025-09-30 | → |
| 769 | RIVERSIDE PARTNERS, LLC | 160523 | $13.53B | $13.53B | 248 | 2026-03-31 | → |
| 770 | ALPHA ARCHITECT, LLC | 153905 | $13.50B | $13.50B | 12 | 2026-06-30 | → |
| 771 | INVESCO REAL ESTATE MANAGEMENT S.À R.L. | 286069 | $13.46B | $13.46B | 43 | 2025-03-31 | → |
| 772 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.45B | $13.45B | 211 | 2026-06-30 | → |
| 773 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $13.38B | $13.38B | 348 | 2026-03-31 | → |
| 774 | PCP MANAGERS, L.P. | 157398 | $13.35B | $13.35B | 40 | 2026-03-31 | → |
| 775 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $13.35B | $13.35B | 46 | 2026-03-31 | → |
| 776 | FIRST SENTIER INVESTORS (UK) IM LIMITED | 281323 | $13.27B | $13.27B | 314 | 2026-03-31 | → |
| 777 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $13.24B | $13.24B | 120 | 2026-05-31 | → |
| 778 | G10 CAPITAL LIMITED | 269881 | $13.14B | $13.14B | 80 | 2026-03-31 | → |
| 779 | IMPRESA MANAGEMENT LLC | 168741 | $13.04B | $13.04B | 74 | 2026-06-30 | → |
| 780 | POST ADVISORY GROUP, LLC | 108860 | $13.03B | $13.03B | 49 | 2026-05-31 | → |
| 781 | IRRADIANT PARTNERS, LP | 315416 | $13.03B | $13.03B | 45 | 2025-04-30 | → |
| 782 | NOMURA ASSET MANAGEMENT SINGAPORE LIMITED | 110813 | $13.02B | $13.02B | 43 | 2025-06-30 | → |
| 783 | DEVENIR INVESTMENT ADVISORS, LLC | 132824 | $12.99B | $12.99B | 11 | 2026-03-31 | → |
| 784 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $12.97B | $12.97B | 31 | 2026-05-31 | → |
| 785 | SAROFIM TRUST CO., LTA | 106590 | $12.96B | $12.96B | 26 | 2026-05-31 | → |
| 786 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $12.96B | $12.96B | 178 | 2026-04-30 | → |
| 787 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $12.96B | $12.96B | 16 | 2026-05-31 | → |
| 788 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $12.93B | $12.93B | 68 | 2026-03-31 | → |
| 789 | INDEPENDENT FINANCIAL GROUP, LLC | 7717 | $12.93B | $12.93B | 624 | 2026-03-31 | → |
| 790 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | $12.88B | $12.88B | 82 | 2026-05-31 | → |
| 791 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $12.85B | $12.85B | 46 | 2026-03-31 | → |
| 792 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | 107153 | $12.84B | $12.84B | 109 | 2026-06-30 | → |
| 793 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $12.82B | $12.82B | 39 | 2026-03-31 | → |
| 794 | ARIEL INVESTMENTS, LLC | 108211 | $12.78B | $12.78B | 109 | 2026-04-30 | → |
| 795 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $12.77B | $12.77B | 193 | 2025-12-31 | → |
| 796 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $12.76B | $12.76B | 93 | 2026-03-31 | → |
| 797 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $12.75B | $12.75B | 53 | 2026-04-30 | → |
| 798 | LINGOTTO INVESTMENT MANAGEMENT LLP | 324295 | $12.71B | $12.71B | 35 | 2026-04-30 | → |
| 799 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $12.56B | $12.56B | 79 | 2026-06-30 | → |
| 800 | APPLETON PARTNERS, INC. | 110049 | $12.55B | $12.55B | 59 | 2026-03-31 | → |
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