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 | |
|---|---|---|---|---|---|---|---|
| 601 | CITI GLOBAL ALTERNATIVES, LLC | 324457 | $24.39B | $24.39B | 91 | 2025-07-31 | → |
| 602 | MATSON MONEY, INC. | 110425 | $24.33B | $24.33B | 69 | 2026-05-31 | → |
| 603 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $24.28B | $24.28B | 77 | 2026-03-31 | → |
| 604 | XPONANCE LLC | 111126 | $24.27B | $24.27B | 46 | 2026-04-30 | → |
| 605 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $24.09B | $24.09B | 30 | 2026-06-30 | → |
| 606 | T. ROWE PRICE JAPAN, INC. | 290585 | $24.07B | $24.07B | 80 | 2026-03-31 | → |
| 607 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $24.07B | $24.07B | 127 | 2026-05-31 | → |
| 608 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 609 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 610 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $23.95B | $23.95B | 56 | 2026-01-31 | → |
| 611 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $23.90B | $23.90B | 104 | 2026-03-31 | → |
| 612 | MERIT FINANCIAL GROUP, LLC | 142457 | $23.88B | $23.88B | 470 | 2026-06-30 | → |
| 613 | FUND EVALUATION GROUP, LLC | 121658 | $23.86B | $23.86B | 136 | 2026-03-31 | → |
| 614 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $23.85B | $23.85B | 35 | 2026-06-30 | → |
| 615 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $23.84B | $23.84B | 110 | 2026-06-30 | → |
| 616 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $23.79B | $23.79B | 26 | 2026-03-31 | → |
| 617 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $23.79B | $23.79B | 0 | 2026-03-31 | → |
| 618 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $23.79B | $23.79B | 6 | 2026-03-31 | → |
| 619 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $23.79B | $23.79B | 34 | 2026-03-31 | → |
| 620 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | $23.78B | $23.78B | 13 | 2026-06-30 | → |
| 621 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $23.61B | $23.61B | 45 | 2026-06-30 | → |
| 622 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $23.48B | $23.48B | 5 | 2026-03-31 | → |
| 623 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $23.44B | $23.44B | 51 | 2026-04-30 | → |
| 624 | WASATCH ADVISORS LP | 106081 | $23.35B | $23.35B | 96 | 2026-03-31 | → |
| 625 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $23.33B | $23.33B | 156 | 2026-03-31 | → |
| 626 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $23.32B | $23.32B | 47 | 2026-03-31 | → |
| 627 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $23.28B | $23.28B | 155 | 2025-09-30 | → |
| 628 | JORDAN PARK GROUP LLC | 287755 | $23.26B | $23.26B | 153 | 2026-06-30 | → |
| 629 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 630 | CAPITAL ADVISORS GROUP, INC | 112000 | $23.03B | $23.03B | 33 | 2026-03-31 | → |
| 631 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $22.98B | $22.98B | 164 | 2026-05-31 | → |
| 632 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | 282516 | $22.95B | $22.95B | 91 | 2026-03-31 | → |
| 633 | U.S. BANCORP INVESTMENTS, INC. | 17868 | $22.94B | $22.94B | 2,148 | 2026-03-31 | → |
| 634 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $22.84B | $22.84B | 213 | 2026-03-31 | → |
| 635 | PRUDENTIAL SELECT STRATEGIES LLC | 286153 | $22.78B | $22.78B | 64 | 2026-03-31 | → |
| 636 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $22.77B | $22.77B | 14 | 2026-03-31 | → |
| 637 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $22.77B | $22.77B | 11 | 2026-03-31 | → |
| 638 | COMMONFUND OCIO, INC. | 110689 | $22.66B | $22.66B | 42 | 2025-12-31 | → |
| 639 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.64B | $22.64B | 161 | 2026-06-30 | → |
| 640 | BENEFIT STREET PARTNERS LIMITED | 160617 | $22.61B | $22.61B | 164 | 2026-05-31 | → |
| 641 | MPC CAPITAL ADVISORS, LLC | 153586 | $22.57B | $22.57B | 9 | 2026-03-31 | → |
| 642 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $22.57B | $22.57B | 504 | 2026-03-31 | → |
| 643 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108163 | $22.54B | $22.54B | 241 | 2026-03-31 | → |
| 644 | CRESTLINE MANAGEMENT, L.P. | 122711 | $22.51B | $22.51B | 195 | 2026-03-31 | → |
| 645 | SUMMIT FINANCIAL, LLC | 299322 | $22.47B | $22.47B | 490 | 2026-03-31 | → |
| 646 | EIG MANAGEMENT COMPANY, LLC | 154302 | $22.22B | $22.22B | 124 | 2026-03-31 | → |
| 647 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $22.04B | $22.04B | 133 | 2026-03-31 | → |
| 648 | VIDENT ADVISORY, LLC | 286622 | $22.02B | $22.02B | 38 | 2026-03-31 | → |
| 649 | LINCOLN INVESTMENT PLANNING, LLC | 519 | $21.99B | $21.99B | 1,238 | 2026-04-30 | → |
| 650 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $21.98B | $21.98B | 57 | 2026-03-31 | → |
| 651 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $21.93B | $21.93B | 28 | 2026-03-31 | → |
| 652 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $21.75B | $21.75B | 100 | 2026-01-31 | → |
| 653 | LONE PINE CAPITAL LLC | 156602 | $21.62B | $21.62B | 101 | 2026-03-31 | → |
| 654 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $21.55B | $21.55B | 183 | 2026-06-30 | → |
| 655 | EHRENKRANZ PARTNERS L.P. | 131728 | $21.54B | $21.54B | 46 | 2026-06-30 | → |
| 656 | EDGEWOOD MANAGEMENT LLC | 106647 | $21.52B | $21.52B | 41 | 2026-03-31 | → |
| 657 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $21.33B | $21.33B | 129 | 2026-03-31 | → |
| 658 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $21.32B | $21.32B | 25 | 2026-03-31 | → |
| 659 | MSD PARTNERS, L.P. | 161664 | $21.30B | $21.30B | 498 | 2026-05-31 | → |
| 660 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | $21.29B | $21.29B | 23 | 2025-07-31 | → |
| 661 | LEE OVERLAY PARTNERS LTD | 110822 | $21.26B | $21.26B | 30 | 2025-09-30 | → |
| 662 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $21.19B | $21.19B | 96 | 2026-05-31 | → |
| 663 | CORE AND VALUE ADVISORS, LLC | 156093 | $21.18B | $21.18B | 161 | 2026-06-30 | → |
| 664 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $21.15B | $21.15B | 63 | 2026-04-30 | → |
| 665 | CERITY PARTNERS OCIO LLC | 151916 | $21.13B | $21.13B | 61 | 2026-03-31 | → |
| 666 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $21.08B | $21.08B | 54 | 2026-04-30 | → |
| 667 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $21.02B | $21.02B | 95 | 2026-03-31 | → |
| 668 | HIGHLAND ASSOCIATES INC | 104948 | $20.99B | $20.99B | 19 | 2026-03-31 | → |
| 669 | BAHL & GAYNOR INC | 106139 | $20.99B | $20.99B | 79 | 2026-02-28 | → |
| 670 | BAKER STREET ADVISORS, LLC | 128066 | $20.77B | $20.77B | 63 | 2026-03-31 | → |
| 671 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | $20.77B | $20.77B | 3,901 | 2026-04-30 | → |
| 672 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | $20.76B | $20.76B | 164 | 2026-06-30 | → |
| 673 | OFFIT CAPITAL ADVISORS LLC | 144474 | $20.60B | $20.60B | 82 | 2026-03-31 | → |
| 674 | BANDHAN AMC LIMITED | 170336 | $20.59B | $20.59B | 672 | 2025-06-30 | → |
| 675 | FIDUCIARY COUNSELORS INC. | 111827 | $20.35B | $20.35B | 8 | 2026-03-31 | → |
| 676 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $20.29B | $20.29B | 63 | 2026-03-31 | → |
| 677 | HARVEST PARTNERS, LP | 158284 | $20.25B | $20.25B | 102 | 2026-03-31 | → |
| 678 | HARRISON STREET ADVISORS, LLC | 157983 | $20.18B | $20.18B | 321 | 2026-03-31 | → |
| 679 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $20.18B | $20.18B | 33 | 2026-04-30 | → |
| 680 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | $20.14B | $20.14B | 1 | 2026-03-31 | → |
| 681 | REGIONS INVESTMENT MANAGEMENT, INC. | 111715 | $20.14B | $20.14B | 28 | 2026-03-31 | → |
| 682 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $20.13B | $20.13B | 37 | 2026-03-31 | → |
| 683 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $20.09B | $20.09B | 27 | 2026-06-30 | → |
| 684 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $19.94B | $19.94B | 94 | 2026-05-31 | → |
| 685 | NEWEDGE WEALTH, LLC | 307771 | $19.93B | $19.93B | 211 | 2026-04-30 | → |
| 686 | INVESCO CANADA LTD. | 126572 | $19.87B | $19.87B | 82 | 2026-03-31 | → |
| 687 | RWA WEALTH PARTNERS, LLC | 156984 | $19.80B | $19.80B | 178 | 2026-05-31 | → |
| 688 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $19.78B | $19.78B | 103 | 2025-12-31 | → |
| 689 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | $19.66B | $19.66B | 3 | 2026-06-30 | → |
| 690 | TOWNSEND HOLDINGS LLC | 160006 | $19.64B | $19.64B | 110 | 2026-03-31 | → |
| 691 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $19.64B | $19.64B | 924 | 2026-05-31 | → |
| 692 | PARK AVENUE SECURITIES LLC | 46173 | $19.58B | $19.58B | 2,073 | 2026-06-30 | → |
| 693 | VERUS ADVISORY, INC. | 110565 | $19.43B | $19.43B | 87 | 2026-03-31 | → |
| 694 | PENTWATER CAPITAL MANAGEMENT LP | 156873 | $19.26B | $19.26B | 45 | 2026-03-31 | → |
| 695 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | $19.19B | $19.19B | 85 | 2026-06-30 | → |
| 696 | CHOREO, LLC | 111221 | $19.14B | $19.14B | 232 | 2026-03-31 | → |
| 697 | VERITAS ASSET MANAGEMENT LLP | 174314 | $19.13B | $19.13B | 42 | 2026-03-31 | → |
| 698 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $19.09B | $19.09B | 140 | 2026-01-31 | → |
| 699 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $18.99B | $18.99B | 58 | 2026-05-31 | → |
| 700 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | $18.92B | $18.92B | 493 | 2026-06-30 | → |
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