Research Report · 2026-06-30
Registered Investment Advisers Reporting Discretionary Authority
SEC-registered investment advisers that report having discretionary authority over client assets, ranked by AUM.
Firms
1,000
Total AUM
$123.14T
Median AUM
$31.72B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $114.16B | $114.16B | 87 | 2026-06-30 | → |
| 202 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $113.59B | $113.59B | 1,311 | 2026-03-31 | → |
| 203 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | $111.72B | $111.72B | 122 | 2026-03-31 | → |
| 204 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $110.95B | $110.95B | 147 | 2026-03-31 | → |
| 205 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $110.30B | $110.30B | 704 | 2026-03-31 | → |
| 206 | JANNEY MONTGOMERY SCOTT LLC | 463 | $110.11B | $110.11B | 2,404 | 2026-06-30 | → |
| 207 | HARRIS ASSOCIATES LP | 106960 | $109.48B | $109.48B | 221 | 2026-03-31 | → |
| 208 | WARBURG PINCUS LLC | 156945 | $108.66B | $108.66B | 829 | 2026-03-31 | → |
| 209 | NATIXIS ADVISORS, LLC | 106800 | $108.65B | $108.65B | 412 | 2026-03-31 | → |
| 210 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | $107.29B | $107.29B | 1,421 | 2026-03-31 | → |
| 211 | CONNING, INC. | 107423 | $106.90B | $106.90B | 270 | 2026-03-31 | → |
| 212 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $105.65B | $105.65B | 477 | 2026-05-31 | → |
| 213 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | $105.30B | $105.30B | 1,790 | 2026-04-30 | → |
| 214 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $104.49B | $104.49B | 212 | 2026-05-31 | → |
| 215 | LSV ASSET MANAGEMENT | 109918 | $104.25B | $104.25B | 45 | 2026-03-31 | → |
| 216 | PUBLIC TRUST ADVISORS, LLC | 159189 | $104.24B | $104.24B | 157 | 2026-04-30 | → |
| 217 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $102.10B | $102.10B | 86 | 2026-03-31 | → |
| 218 | SIXTH STREET ADVISERS, LLC | 159014 | $101.61B | $101.61B | 703 | 2026-05-31 | → |
| 219 | OAK HILL ADVISORS, L.P. | 125352 | $100.72B | $100.72B | 435 | 2026-06-30 | → |
| 220 | ROCKEFELLER FINANCIAL LLC | 291361 | $99.60B | $99.60B | 1,005 | 2026-03-31 | → |
| 221 | BROOKFIELD RENEWABLE ENERGY GROUP LLC | 316590 | $99.12B | $99.12B | 1,072 | 2026-03-31 | → |
| 222 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $97.98B | $97.98B | 312 | 2026-05-31 | → |
| 223 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $97.82B | $97.82B | 248 | 2026-06-30 | → |
| 224 | ARES CAPITAL MANAGEMENT LLC | 131619 | $97.62B | $97.62B | 634 | 2026-05-31 | → |
| 225 | FIDUCIENT ADVISORS LLC | 106720 | $97.54B | $97.54B | 210 | 2026-03-31 | → |
| 226 | EATON VANCE MANAGEMENT | 104859 | $97.02B | $97.02B | 219 | 2026-05-31 | → |
| 227 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $96.77B | $96.77B | 102 | 2026-03-31 | → |
| 228 | GCM GROSVENOR L.P. | 108654 | $95.49B | $95.49B | 466 | 2026-06-30 | → |
| 229 | NUMERIC INVESTORS LLC | 131684 | $94.40B | $94.40B | 54 | 2026-04-30 | → |
| 230 | PPM AMERICA, INC. | 107269 | $93.79B | $93.79B | 217 | 2026-05-31 | → |
| 231 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $93.47B | $93.47B | 157 | 2026-06-30 | → |
| 232 | DOUBLELINE CAPITAL LP | 152606 | $93.32B | $93.32B | 258 | 2026-03-31 | → |
| 233 | COATUE MANAGEMENT, L.L.C. | 157910 | $92.71B | $92.71B | 199 | 2026-05-31 | → |
| 234 | CERBERUS CAPITAL MANAGEMENT, L.P. | 152175 | $92.50B | $92.50B | 936 | 2026-05-31 | → |
| 235 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $92.43B | $92.43B | 110 | 2025-05-31 | → |
| 236 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $92.04B | $92.04B | 293 | 2026-06-30 | → |
| 237 | ASSETMARK, INC. | 109018 | $91.76B | $91.76B | 859 | 2026-05-31 | → |
| 238 | CAPSTONE INVESTMENT ADVISORS, LLC | 155563 | $91.53B | $91.53B | 304 | 2026-04-30 | → |
| 239 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $88.80B | $88.80B | 217 | 2026-03-31 | → |
| 240 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $88.78B | $88.78B | 101 | 2026-04-30 | → |
| 241 | III CAPITAL MANAGEMENT | 113539 | $88.24B | $88.24B | 9 | 2026-05-31 | → |
| 242 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $87.82B | $87.82B | 267 | 2026-03-31 | → |
| 243 | PANTHEON VENTURES (US) LP | 153425 | $87.69B | $87.69B | 129 | 2026-03-31 | → |
| 244 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 136591 | $87.38B | $87.38B | 481 | 2026-05-31 | → |
| 245 | FIG LLC | 129612 | $87.30B | $87.30B | 1,004 | 2026-06-30 | → |
| 246 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $86.27B | $86.27B | 690 | 2025-01-31 | → |
| 247 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $85.67B | $85.67B | 367 | 2026-04-30 | → |
| 248 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $85.59B | $85.59B | 155 | 2026-06-30 | → |
| 249 | MERCER GLOBAL ADVISORS INC. | 147363 | $84.40B | $84.40B | 1,429 | 2026-05-31 | → |
| 250 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | $83.56B | $83.56B | 250 | 2026-06-30 | → |
| 251 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $82.99B | $82.99B | 99 | 2026-03-31 | → |
| 252 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $82.55B | $82.55B | 300 | 2026-03-31 | → |
| 253 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $82.00B | $82.00B | 72 | 2026-03-31 | → |
| 254 | STONEPEAK PARTNERS LP | 159699 | $81.91B | $81.91B | 359 | 2026-04-30 | → |
| 255 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $81.44B | $81.44B | 164 | 2026-03-31 | → |
| 256 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $81.18B | $81.18B | 431 | 2026-05-31 | → |
| 257 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $81.09B | $81.09B | 569 | 2026-03-31 | → |
| 258 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $80.97B | $80.97B | 365 | 2026-05-31 | → |
| 259 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | $80.36B | $80.36B | 113 | 2026-06-30 | → |
| 260 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $80.27B | $80.27B | 89 | 2026-03-31 | → |
| 261 | CENTERBRIDGE PARTNERS, L.P. | 157359 | $79.86B | $79.86B | 280 | 2026-06-30 | → |
| 262 | KESTRA ADVISORY SERVICES, LLC | 283330 | $79.80B | $79.80B | 1,359 | 2026-06-30 | → |
| 263 | AXA INVESTMENT MANAGERS US INC | 113608 | $79.24B | $79.24B | 167 | 2026-03-31 | → |
| 264 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $78.94B | $78.94B | 496 | 2026-05-31 | → |
| 265 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $78.52B | $78.52B | 377 | 2026-05-31 | → |
| 266 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $77.96B | $77.96B | 319 | 2026-03-31 | → |
| 267 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $77.40B | $77.40B | 575 | 2026-03-31 | → |
| 268 | TRUIST ADVISORY SERVICES, INC. | 283390 | $77.39B | $77.39B | 2,461 | 2026-06-30 | → |
| 269 | PINEBRIDGE INVESTMENTS LLC | 285211 | $76.73B | $76.73B | 239 | 2026-05-31 | → |
| 270 | PGIM LIMITED | 160005 | $76.45B | $76.45B | 299 | 2026-03-31 | → |
| 271 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $76.41B | $76.41B | 207 | 2026-03-31 | → |
| 272 | BAIN CAPITAL CREDIT, LP | 134852 | $76.30B | $76.30B | 682 | 2026-05-31 | → |
| 273 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $76.17B | $76.17B | 23 | 2026-03-31 | → |
| 274 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $76.06B | $76.06B | 116 | 2026-03-31 | → |
| 275 | TWO SIGMA ADVISERS, LP | 152254 | $74.26B | $74.26B | 101 | 2026-01-31 | → |
| 276 | CLARION PARTNERS, LLC | 108803 | $73.68B | $73.68B | 321 | 2026-02-28 | → |
| 277 | JOBS PEAK ADVISORS, LLC | 286080 | $73.58B | $73.58B | 1 | 2026-03-31 | → |
| 278 | RBC ROCHDALE, LLC | 117198 | $72.96B | $72.96B | 269 | 2026-05-31 | → |
| 279 | H.I.G. CAPITAL, LLC | 160711 | $72.33B | $72.33B | 1,039 | 2026-03-31 | → |
| 280 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $71.83B | $71.83B | 163 | 2026-05-31 | → |
| 281 | CAXTON ASSOCIATES LLP | 333153 | $71.56B | $71.56B | 130 | 2026-06-30 | → |
| 282 | TIAA-CREF TUITION FINANCING, INC. | 108580 | $70.51B | $70.51B | 65 | 2026-06-30 | → |
| 283 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $70.45B | $70.45B | 677 | 2026-03-31 | → |
| 284 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $70.33B | $70.33B | 236 | 2026-06-30 | → |
| 285 | MEEDER PUBLIC FUNDS, INC. | 106816 | $70.16B | $70.16B | 77 | 2026-06-30 | → |
| 286 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $70.14B | $70.14B | 320 | 2026-06-30 | → |
| 287 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $69.79B | $69.79B | 255 | 2026-03-31 | → |
| 288 | BETTERMENT LLC | 149117 | $69.52B | $69.52B | 794 | 2026-06-30 | → |
| 289 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $69.23B | $69.23B | 186 | 2026-03-31 | → |
| 290 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $69.09B | $69.09B | 101 | 2026-03-31 | → |
| 291 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $68.60B | $68.60B | 569 | 2026-04-30 | → |
| 292 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $68.38B | $68.38B | 382 | 2026-03-31 | → |
| 293 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $68.22B | $68.22B | 408 | 2026-03-31 | → |
| 294 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $67.88B | $67.88B | 130 | 2026-05-31 | → |
| 295 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $67.84B | $67.84B | 610 | 2026-06-30 | → |
| 296 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $66.93B | $66.93B | 39 | 2026-06-30 | → |
| 297 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $66.67B | $66.67B | 162 | 2026-03-31 | → |
| 298 | ADAMS STREET PARTNERS, LLC | 109358 | $66.49B | $66.49B | 318 | 2026-06-30 | → |
| 299 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $66.46B | $66.46B | 90 | 2026-06-30 | → |
| 300 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
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