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 | |
|---|---|---|---|---|---|---|---|
| 701 | BRIGHTON JONES LLC | 108601 | $18.88B | $18.88B | 316 | 2026-05-31 | → |
| 702 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $18.88B | $18.88B | 44 | 2026-05-31 | → |
| 703 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $18.85B | $18.85B | 46 | 2026-04-30 | → |
| 704 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $18.83B | $18.83B | 75 | 2025-12-31 | → |
| 705 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $18.83B | $18.83B | 398 | 2026-03-31 | → |
| 706 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $18.81B | $18.81B | 140 | 2026-03-31 | → |
| 707 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $18.79B | $18.79B | 711 | 2026-05-31 | → |
| 708 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $18.75B | $18.75B | 35 | 2026-03-31 | → |
| 709 | STRATOS WEALTH PARTNERS, LTD | 153184 | $18.65B | $18.65B | 618 | 2026-06-30 | → |
| 710 | PGIM LUXEMBOURG S.A. | 281562 | $18.63B | $18.63B | 40 | 2026-03-31 | → |
| 711 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | 157073 | $18.56B | $18.56B | 282 | 2026-03-31 | → |
| 712 | 1823 PARTNERS (US) LLC | 333927 | $18.53B | $18.53B | 52 | 2026-03-31 | → |
| 713 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $18.52B | $18.52B | 38 | 2026-03-31 | → |
| 714 | KOTAK ALTERNATE ASSET MANAGERS LIMITED | 317952 | $18.52B | $18.52B | 214 | 2026-06-30 | → |
| 715 | AB CARVAL INVESTORS, LP | 141819 | $18.44B | $18.44B | 169 | 2026-03-31 | → |
| 716 | THE ROCK CREEK GROUP, LP | 125409 | $18.38B | $18.38B | 62 | 2026-05-31 | → |
| 717 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $18.30B | $18.30B | 67 | 2026-05-31 | → |
| 718 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $18.30B | $18.30B | 27 | 2026-03-31 | → |
| 719 | ACORE CAPITAL, LP | 175054 | $18.27B | $18.27B | 121 | 2026-04-30 | → |
| 720 | SIGULER GUFF ADVISERS LLC | 106788 | $18.26B | $18.26B | 130 | 2026-03-31 | → |
| 721 | RCP ADVISORS 2, LLC | 289963 | $18.21B | $18.21B | 63 | 2026-03-31 | → |
| 722 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $18.16B | $18.16B | 20 | 2026-03-31 | → |
| 723 | TOWNSQUARE CAPITAL, LLC | 288576 | $18.07B | $18.07B | 53 | 2026-03-31 | → |
| 724 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $18.07B | $18.07B | 16 | 2026-03-31 | → |
| 725 | ASPIRIANT, LLC | 146720 | $18.05B | $18.05B | 218 | 2026-05-31 | → |
| 726 | STEPHENS INC. | 3496 | $18.04B | $18.04B | 611 | 2026-06-30 | → |
| 727 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | $18.00B | $18.00B | 9 | 2026-06-30 | → |
| 728 | MERCURY ADVISORY, LLC | 308960 | $17.94B | $17.94B | 7 | 2026-05-31 | → |
| 729 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $17.83B | $17.83B | 104 | 2026-05-31 | → |
| 730 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $17.83B | $17.83B | 138 | 2026-04-30 | → |
| 731 | W.E. FAMILY OFFICES, LLC | 109869 | $17.75B | $17.75B | 65 | 2026-04-30 | → |
| 732 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $17.75B | $17.75B | 65 | 2026-03-31 | → |
| 733 | F/M INVESTMENTS LLC | 304405 | $17.74B | $17.74B | 83 | 2026-03-31 | → |
| 734 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $17.68B | $17.68B | 238 | 2026-06-30 | → |
| 735 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $17.66B | $17.66B | 32 | 2026-03-31 | → |
| 736 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | $17.64B | $17.64B | 28 | 2025-07-31 | → |
| 737 | GEOWEALTH MANAGEMENT LLC | 148222 | $17.57B | $17.57B | 88 | 2026-03-31 | → |
| 738 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | $17.50B | $17.50B | 36 | 2026-03-31 | → |
| 739 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | $17.35B | $17.35B | 532 | 2026-06-30 | → |
| 740 | RWC ASSET MANAGEMENT LLP | 168656 | $17.32B | $17.32B | 149 | 2026-03-31 | → |
| 741 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $17.30B | $17.30B | 13 | 2025-12-31 | → |
| 742 | EVOKE WEALTH, LLC | 300856 | $17.29B | $17.29B | 96 | 2026-04-30 | → |
| 743 | FIERA CAPITAL INC. | 113638 | $17.28B | $17.28B | 95 | 2026-03-31 | → |
| 744 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | $17.26B | $17.26B | 68 | 2026-04-30 | → |
| 745 | CAPITAL WEALTH PLANNING, LLC | 150764 | $17.25B | $17.25B | 30 | 2026-03-31 | → |
| 746 | INDEPENDENT ADVISOR ALLIANCE, LLC | 168267 | $17.23B | $17.23B | 251 | 2026-06-30 | → |
| 747 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $17.21B | $17.21B | 117 | 2026-06-30 | → |
| 748 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | $17.14B | $17.14B | 184 | 2025-07-31 | → |
| 749 | MANNING & NAPIER ADVISORS, LLC | 105992 | $17.03B | $17.03B | 195 | 2026-06-30 | → |
| 750 | PRINCIPAL SECURITIES, INC. | 1137 | $17.02B | $17.02B | 1,464 | 2026-03-31 | → |
| 751 | ALLEN INVESTMENT MANAGEMENT, LLC | 124454 | $16.91B | $16.91B | 28 | 2026-03-31 | → |
| 752 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $16.87B | $16.87B | 191 | 2026-04-30 | → |
| 753 | CARILLON TOWER ADVISERS, INC. | 174904 | $16.86B | $16.86B | 175 | 2026-05-31 | → |
| 754 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | $16.73B | $16.73B | 401 | 2026-05-31 | → |
| 755 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $16.71B | $16.71B | 55 | 2026-03-31 | → |
| 756 | MONARCH ALTERNATIVE CAPITAL LP | 159465 | $16.69B | $16.69B | 107 | 2026-05-31 | → |
| 757 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $16.66B | $16.66B | 33 | 2026-03-31 | → |
| 758 | KEYSTATE ADVISORY, LLC | 156226 | $16.59B | $16.59B | 8 | 2026-03-31 | → |
| 759 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | $16.50B | $16.50B | 37 | 2026-03-31 | → |
| 760 | RA CAPITAL MANAGEMENT, LP | 160174 | $16.40B | $16.40B | 185 | 2026-03-31 | → |
| 761 | VALLEY VIEW CONSULTING LLC | 108583 | $16.40B | $16.40B | 11 | 2026-04-30 | → |
| 762 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $16.37B | $16.37B | 65 | 2026-05-31 | → |
| 763 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $16.30B | $16.30B | 24 | 2026-06-30 | → |
| 764 | DIVCO WEST REAL ESTATE SERVICES, LLC | 156762 | $16.30B | $16.30B | 215 | 2026-03-31 | → |
| 765 | BAIN CAPITAL ASSET MANAGEMENT, LP | 183517 | $16.29B | $16.29B | 46 | 2026-03-31 | → |
| 766 | IFP ADVISORS, LLC | 125112 | $16.29B | $16.29B | 328 | 2026-06-30 | → |
| 767 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $16.25B | $16.25B | 38 | 2026-05-31 | → |
| 768 | INVUS FINANCIAL ADVISORS, LLC | 161603 | $16.21B | $16.21B | 70 | 2026-05-31 | → |
| 769 | GREAT LAKES ADVISORS, LLC | 110757 | $16.16B | $16.16B | 84 | 2026-05-31 | → |
| 770 | VARDE MANAGEMENT, L.P. | 148949 | $16.13B | $16.13B | 197 | 2026-06-30 | → |
| 771 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $16.09B | $16.09B | 314 | 2026-06-30 | → |
| 772 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $16.07B | $16.07B | 68 | 2026-03-31 | → |
| 773 | FARTHER FINANCE ADVISORS, LLC | 302050 | $16.01B | $16.01B | 571 | 2026-03-31 | → |
| 774 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $15.98B | $15.98B | 58 | 2026-04-30 | → |
| 775 | TAYLOR ADVISORS, INC. | 119300 | $15.95B | $15.95B | 14 | 2026-01-31 | → |
| 776 | MAVERICK CAPITAL LTD | 108262 | $15.85B | $15.85B | 98 | 2026-03-31 | → |
| 777 | MYCIO WEALTH PARTNERS, LLC | 134436 | $15.78B | $15.78B | 67 | 2026-03-31 | → |
| 778 | CF PRIVATE EQUITY, INC. | 110657 | $15.78B | $15.78B | 66 | 2025-12-31 | → |
| 779 | OEP CAPITAL ADVISORS, L.P. | 173626 | $15.73B | $15.73B | 77 | 2026-03-31 | → |
| 780 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | $15.73B | $15.73B | 188 | 2026-06-30 | → |
| 781 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $15.72B | $15.72B | 99 | 2026-03-31 | → |
| 782 | STANHOPE CAPITAL, LLP | 162512 | $15.70B | $15.70B | 64 | 2026-03-31 | → |
| 783 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $15.67B | $15.67B | 72 | 2026-03-31 | → |
| 784 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | $15.66B | $15.66B | 736 | 2026-03-31 | → |
| 785 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | $15.54B | $15.54B | 204 | 2026-04-30 | → |
| 786 | PFS INVESTMENTS INC. | 10111 | $15.54B | $15.54B | 3,992 | 2026-03-31 | → |
| 787 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $15.52B | $15.52B | 97 | 2026-03-31 | → |
| 788 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.48B | $15.48B | 2,180 | 2026-06-30 | → |
| 789 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $15.47B | $15.47B | 41 | 2026-03-31 | → |
| 790 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | $15.46B | $15.46B | 118 | 2026-05-31 | → |
| 791 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $15.42B | $15.42B | 19 | 2026-03-31 | → |
| 792 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | $15.33B | $15.33B | 60 | 2026-03-31 | → |
| 793 | BALLENTINE PARTNERS, LLC | 152802 | $15.32B | $15.32B | 125 | 2026-05-31 | → |
| 794 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $15.28B | $15.28B | 112 | 2026-03-31 | → |
| 795 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $15.23B | $15.23B | 47 | 2026-03-31 | → |
| 796 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 797 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $15.19B | $15.19B | 212 | 2026-03-31 | → |
| 798 | BLACKSTONE IRELAND LIMITED | 292121 | $15.19B | $15.19B | 711 | 2026-05-31 | → |
| 799 | POMONA MANAGEMENT LLC | 148269 | $15.16B | $15.16B | 41 | 2026-03-31 | → |
| 800 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $15.13B | $15.13B | 205 | 2026-04-30 | → |
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