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 | |
|---|---|---|---|---|---|---|---|
| 501 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | $31.69B | $31.69B | 1,923 | 2026-06-30 | → |
| 502 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $31.50B | $31.50B | 110 | 2026-06-30 | → |
| 503 | CONSTELLATION INVESTMENTS, INC. | 107528 | $31.48B | $31.48B | 45 | 2026-03-31 | → |
| 504 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $31.28B | $31.28B | 68 | 2026-06-30 | → |
| 505 | MUZINICH & CO., INC. | 22998 | $31.27B | $31.27B | 110 | 2026-06-30 | → |
| 506 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $31.11B | $31.11B | 298 | 2026-03-31 | → |
| 507 | TIEDEMANN ADVISORS, LLC | 147189 | $31.01B | $31.01B | 182 | 2026-04-30 | → |
| 508 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $30.79B | $30.79B | 87 | 2026-03-31 | → |
| 509 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $30.78B | $30.78B | 69 | 2026-05-31 | → |
| 510 | PRUDENT MAN ADVISORS, LLC | 301973 | $30.59B | $30.59B | 157 | 2026-04-30 | → |
| 511 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $30.51B | $30.51B | 249 | 2026-03-31 | → |
| 512 | 40/86 ADVISORS, INC. | 107740 | $30.50B | $30.50B | 84 | 2026-04-30 | → |
| 513 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $30.48B | $30.48B | 193 | 2026-03-31 | → |
| 514 | PNC WEALTH MANAGEMENT | 129052 | $30.27B | $30.27B | 1,713 | 2026-06-30 | → |
| 515 | &PARTNERS | 3767 | $30.27B | $30.27B | 703 | 2026-06-30 | → |
| 516 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $30.25B | $30.25B | 30 | 2026-03-31 | → |
| 517 | HB WEALTH MANAGEMENT, LLC | 316731 | $30.16B | $30.16B | 325 | 2026-05-31 | → |
| 518 | ONEX CREDIT PARTNERS, LLC | 138941 | $30.14B | $30.14B | 80 | 2026-05-31 | → |
| 519 | DAVIS SELECTED ADVISERS LP | 108674 | $30.12B | $30.12B | 121 | 2026-03-31 | → |
| 520 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | $30.11B | $30.11B | 180 | 2026-03-31 | → |
| 521 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $30.03B | $30.03B | 56 | 2026-05-31 | → |
| 522 | ADVANCED CAPITAL GROUP, INC. | 109673 | $29.99B | $29.99B | 22 | 2026-03-31 | → |
| 523 | WAVERLY ADVISORS, LLC | 115332 | $29.78B | $29.78B | 414 | 2026-06-30 | → |
| 524 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $29.77B | $29.77B | 173 | 2026-05-31 | → |
| 525 | EMPOWERED FUNDS, LLC | 171412 | $29.74B | $29.74B | 44 | 2026-03-31 | → |
| 526 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $29.73B | $29.73B | 86 | 2026-03-31 | → |
| 527 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $29.73B | $29.73B | 137 | 2026-05-31 | → |
| 528 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $29.59B | $29.59B | 127 | 2026-02-28 | → |
| 529 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $29.38B | $29.38B | 120 | 2026-05-31 | → |
| 530 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $29.38B | $29.38B | 109 | 2026-03-31 | → |
| 531 | VOLEON CAPITAL MANAGEMENT LP | 147443 | $29.38B | $29.38B | 158 | 2026-05-31 | → |
| 532 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $29.35B | $29.35B | 36 | 2026-03-31 | → |
| 533 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $29.29B | $29.29B | 32 | 2026-03-31 | → |
| 534 | VALIC FINANCIAL ADVISORS, INC. | 42803 | $29.22B | $29.22B | 1,647 | 2026-05-31 | → |
| 535 | PARTNERS GROUP (USA) INC. | 145228 | $29.12B | $29.12B | 431 | 2026-03-31 | → |
| 536 | WAFRA INC. | 108673 | $29.04B | $29.04B | 158 | 2026-06-30 | → |
| 537 | ADDENDA CAPITAL INC. | 137034 | $29.02B | $29.02B | 163 | 2026-03-31 | → |
| 538 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $29.01B | $29.01B | 51 | 2026-03-31 | → |
| 539 | THIRD POINT LLC | 137927 | $28.73B | $28.73B | 143 | 2026-05-31 | → |
| 540 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $28.66B | $28.66B | 37 | 2026-03-31 | → |
| 541 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $28.64B | $28.64B | 35 | 2026-03-31 | → |
| 542 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | $28.47B | $28.47B | 304 | 2026-03-31 | → |
| 543 | SAGE ADVISORY SERVICES LTD CO | 106236 | $28.43B | $28.43B | 58 | 2026-03-31 | → |
| 544 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $28.33B | $28.33B | 175 | 2026-03-31 | → |
| 545 | PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC | 171026 | $28.19B | $28.19B | 110 | 2026-05-31 | → |
| 546 | AXIOM INVESTORS LLC | 109605 | $28.06B | $28.06B | 57 | 2026-03-31 | → |
| 547 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $28.01B | $28.01B | 70 | 2026-04-30 | → |
| 548 | MORRISON US, LLC | 315983 | $27.97B | $27.97B | 20 | 2026-01-31 | → |
| 549 | RESEARCH AFFILIATES, LLC | 120440 | $27.84B | $27.84B | 66 | 2026-03-31 | → |
| 550 | ANCHORAGE CAPITAL ADVISORS, L.P. | 328998 | $27.83B | $27.83B | 88 | 2026-05-31 | → |
| 551 | THE PALISADES GROUP, LLC | 165609 | $27.78B | $27.78B | 90 | 2026-05-31 | → |
| 552 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | $27.49B | $27.49B | 49 | 2026-03-31 | → |
| 553 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $27.28B | $27.28B | 50 | 2026-04-30 | → |
| 554 | SMARTX ADVISORY SOLUTIONS LLC | 297680 | $26.99B | $26.99B | 96 | 2026-03-31 | → |
| 555 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $26.76B | $26.76B | 46 | 2026-03-31 | → |
| 556 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $26.70B | $26.70B | 88 | 2026-05-31 | → |
| 557 | WELLTH ADVISORY SERVICES, LLC | 330537 | $26.68B | $26.68B | 74 | 2026-03-31 | → |
| 558 | ALPHA WAVE GLOBAL, LP | 160894 | $26.66B | $26.66B | 113 | 2026-03-31 | → |
| 559 | BROWN ADVISORY LTD. | 168985 | $26.58B | $26.58B | 110 | 2026-03-31 | → |
| 560 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $26.46B | $26.46B | 149 | 2026-03-31 | → |
| 561 | CFI PARTNERS, LLC | 139531 | $26.31B | $26.31B | 47 | 2026-03-31 | → |
| 562 | PGIM MULTI-ASSET SOLUTIONS LLC | 136274 | $26.26B | $26.26B | 39 | 2025-03-31 | → |
| 563 | MAGNETAR FINANCIAL LLC | 136045 | $26.23B | $26.23B | 198 | 2026-03-31 | → |
| 564 | INVESCO HONG KONG LIMITED | 109923 | $26.20B | $26.20B | 226 | 2026-03-31 | → |
| 565 | SUMMIT ROCK ADVISORS, LP | 144059 | $26.18B | $26.18B | 74 | 2026-03-31 | → |
| 566 | FRED ALGER MANAGEMENT, LLC | 106750 | $26.14B | $26.14B | 98 | 2026-05-31 | → |
| 567 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $26.12B | $26.12B | 82 | 2026-05-31 | → |
| 568 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $26.04B | $26.04B | 131 | 2026-04-30 | → |
| 569 | FEDERATED MDTA LLC | 109355 | $25.95B | $25.95B | 21 | 2026-05-31 | → |
| 570 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $25.87B | $25.87B | 145 | 2026-03-31 | → |
| 571 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $25.85B | $25.85B | 8 | 2025-12-31 | → |
| 572 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $25.84B | $25.84B | 30 | 2026-03-31 | → |
| 573 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $25.84B | $25.84B | 165 | 2025-12-31 | → |
| 574 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $25.82B | $25.82B | 119 | 2026-06-30 | → |
| 575 | CIGNA INVESTMENTS, INC. | 105811 | $25.76B | $25.76B | 108 | 2026-03-31 | → |
| 576 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $25.71B | $25.71B | 120 | 2026-05-31 | → |
| 577 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.69B | $25.69B | 238 | 2026-05-31 | → |
| 578 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $25.59B | $25.59B | 76 | 2026-05-31 | → |
| 579 | H&H INTERNATIONAL INVESTMENT, LLC | 292451 | $25.50B | $25.50B | 2 | 2026-05-31 | → |
| 580 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $25.41B | $25.41B | 94 | 2026-03-31 | → |
| 581 | EAGLE STRATEGIES LLC | 110826 | $25.40B | $25.40B | 2,804 | 2026-03-31 | → |
| 582 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $25.39B | $25.39B | 204 | 2026-06-30 | → |
| 583 | ALKEON CAPITAL MANAGEMENT, LLC | 118059 | $25.29B | $25.29B | 82 | 2026-03-31 | → |
| 584 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | $25.12B | $25.12B | 148 | 2026-06-30 | → |
| 585 | LPL ENTERPRISE, LLC | 8733 | $24.94B | $24.94B | 5,215 | 2026-03-31 | → |
| 586 | RUFFER LLP | 309733 | $24.87B | $24.87B | 282 | 2026-06-30 | → |
| 587 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $24.86B | $24.86B | 41 | 2026-03-31 | → |
| 588 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $24.85B | $24.85B | 200 | 2026-05-31 | → |
| 589 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.79B | $24.79B | 422 | 2026-03-31 | → |
| 590 | FEDERATED HERMES (UK) LLP | 169087 | $24.72B | $24.72B | 11 | 2026-03-31 | → |
| 591 | DAVENPORT & COMPANY LLC | 1588 | $24.70B | $24.70B | 525 | 2026-06-30 | → |
| 592 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $24.65B | $24.65B | 289 | 2026-06-30 | → |
| 593 | JEFFERIES FINANCE LLC | 162264 | $24.59B | $24.59B | 124 | 2026-03-31 | → |
| 594 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $24.57B | $24.57B | 49 | 2026-03-31 | → |
| 595 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $24.51B | $24.51B | 138 | 2026-05-31 | → |
| 596 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | $24.44B | $24.44B | 290 | 2026-03-31 | → |
| 597 | FIRST COMMAND ADVISORY SERVICES | 281958 | $24.43B | $24.43B | 1,787 | 2026-06-30 | → |
| 598 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | $24.42B | $24.42B | 37 | 2026-03-31 | → |
| 599 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $24.40B | $24.40B | 61 | 2026-03-31 | → |
| 600 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
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