Research Report · 2026-06-30
Registered Investment Advisers with Other Adviser Affiliations
SEC-registered investment advisers that report a related investment adviser affiliation, ranked by AUM.
Firms
1,000
Total AUM
$149.26T
Median AUM
$36.69B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | MERITAGE GROUP LP | 142622 | $14.09B | $14.09B | 55 | 2026-03-31 | → |
| 902 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $14.09B | $14.09B | 39 | 2026-05-31 | → |
| 903 | FRANKLIN ADVISORY SERVICES, LLC | 111361 | $14.07B | $14.07B | 2 | 2026-06-30 | → |
| 904 | REDBIRD CAPITAL PARTNERS MANAGEMENT LLC | 168862 | $14.01B | $14.01B | 101 | 2026-03-31 | → |
| 905 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $13.99B | $13.99B | 78 | 2026-06-30 | → |
| 906 | THE VISTRIA GROUP, LP | 167045 | $13.99B | $13.99B | 107 | 2026-05-31 | → |
| 907 | OAK HILL CAPITAL MANAGEMENT, LLC | 136656 | $13.93B | $13.93B | 52 | 2026-03-31 | → |
| 908 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $13.93B | $13.93B | 207 | 2026-03-31 | → |
| 909 | SRS INVESTMENT MANAGEMENT, LLC | 157630 | $13.92B | $13.92B | 32 | 2026-06-30 | → |
| 910 | ADVISOR PARTNERS II, LLC | 321633 | $13.91B | $13.91B | 26 | 2026-03-31 | → |
| 911 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $13.84B | $13.84B | 92 | 2026-03-31 | → |
| 912 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $13.78B | $13.78B | 86 | 2026-05-31 | → |
| 913 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $13.76B | $13.76B | 26 | 2026-03-31 | → |
| 914 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.75B | $13.75B | 797 | 2026-03-31 | → |
| 915 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $13.72B | $13.72B | 10 | 2026-03-31 | → |
| 916 | PINEGROVE VENTURE PARTNERS, LLC | 326747 | $13.72B | $13.72B | 54 | 2026-06-30 | → |
| 917 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $13.70B | $13.70B | 100 | 2026-03-31 | → |
| 918 | COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED | 161061 | $13.66B | $13.66B | 55 | 2025-12-31 | → |
| 919 | FIRST HORIZON ADVISORS, INC | 17117 | $13.62B | $13.62B | 239 | 2025-07-31 | → |
| 920 | MIROVA US LLC | 300152 | $13.62B | $13.62B | 64 | 2026-03-31 | → |
| 921 | ARCLIGHT CAPITAL PARTNERS, LLC | 161228 | $13.54B | $13.54B | 60 | 2026-03-31 | → |
| 922 | ANTIPODES PARTNERS LIMITED | 299380 | $13.53B | $13.53B | 80 | 2025-09-30 | → |
| 923 | ALPHA ARCHITECT, LLC | 153905 | $13.50B | $13.50B | 12 | 2026-06-30 | → |
| 924 | INVESCO REAL ESTATE MANAGEMENT S.À R.L. | 286069 | $13.46B | $13.46B | 43 | 2025-03-31 | → |
| 925 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.45B | $13.45B | 211 | 2026-06-30 | → |
| 926 | STG PARTNERS, LLC | 291048 | $13.43B | $13.43B | 87 | 2026-03-31 | → |
| 927 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $13.38B | $13.38B | 348 | 2026-03-31 | → |
| 928 | EIGHT PARTNERS VC, LLC | 283031 | $13.38B | $13.38B | 69 | 2026-04-30 | → |
| 929 | PCP MANAGERS, L.P. | 157398 | $13.35B | $13.35B | 40 | 2026-03-31 | → |
| 930 | FIRST SENTIER INVESTORS (UK) IM LIMITED | 281323 | $13.27B | $13.27B | 314 | 2026-03-31 | → |
| 931 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $13.24B | $13.24B | 120 | 2026-05-31 | → |
| 932 | REDDING RIDGE ASSET MANAGEMENT (UK) LLP | 284256 | $13.23B | $13.23B | 67 | 2026-03-31 | → |
| 933 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | 304477 | $13.19B | $13.19B | 31 | 2026-03-31 | → |
| 934 | NOVACAP MANAGEMENT INC. | 290100 | $13.17B | $13.17B | 112 | 2026-03-31 | → |
| 935 | G10 CAPITAL LIMITED | 269881 | $13.14B | $13.14B | 80 | 2026-03-31 | → |
| 936 | EMG FUND II MANAGEMENT, L.P. | 157915 | $13.07B | $13.07B | 23 | 2025-09-30 | → |
| 937 | IMPRESA MANAGEMENT LLC | 168741 | $13.04B | $13.04B | 74 | 2026-06-30 | → |
| 938 | IRRADIANT PARTNERS, LP | 315416 | $13.03B | $13.03B | 45 | 2025-04-30 | → |
| 939 | NOMURA ASSET MANAGEMENT SINGAPORE LIMITED | 110813 | $13.02B | $13.02B | 43 | 2025-06-30 | → |
| 940 | WHALE ROCK CAPITAL MANAGEMENT LLC | 140746 | $12.97B | $12.97B | 31 | 2026-06-30 | → |
| 941 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | $12.97B | $12.97B | 48 | 2026-01-31 | → |
| 942 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $12.97B | $12.97B | 31 | 2026-05-31 | → |
| 943 | SAROFIM TRUST CO., LTA | 106590 | $12.96B | $12.96B | 26 | 2026-05-31 | → |
| 944 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $12.96B | $12.96B | 16 | 2026-05-31 | → |
| 945 | PACIFIC CAPITAL PARTNERS LIMITED | 305066 | $12.88B | $12.88B | 62 | 2025-09-30 | → |
| 946 | NEPHILA CAPITAL LTD. | 132780 | $12.88B | $12.88B | 27 | 2026-03-31 | → |
| 947 | NEPHILA ADVISORS LLC | 156905 | $12.88B | $12.88B | 38 | 2026-03-31 | → |
| 948 | CITIZENS SECURITIES, INC. | 39550 | $12.87B | $12.87B | 471 | 2026-04-30 | → |
| 949 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $12.85B | $12.85B | 46 | 2026-03-31 | → |
| 950 | ARIEL INVESTMENTS, LLC | 108211 | $12.78B | $12.78B | 109 | 2026-04-30 | → |
| 951 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $12.77B | $12.77B | 193 | 2025-12-31 | → |
| 952 | SECOR INVESTMENT ADVISORS, LP | 155235 | $12.76B | $12.76B | 44 | 2026-04-30 | → |
| 953 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $12.76B | $12.76B | 93 | 2026-03-31 | → |
| 954 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | $12.75B | $12.75B | 405 | 2026-03-31 | → |
| 955 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $12.75B | $12.75B | 53 | 2026-04-30 | → |
| 956 | LINGOTTO INVESTMENT MANAGEMENT LLP | 324295 | $12.71B | $12.71B | 35 | 2026-04-30 | → |
| 957 | LS POWER EQUITY ADVISORS, LLC | 158272 | $12.64B | $12.64B | 224 | 2026-04-30 | → |
| 958 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $12.56B | $12.56B | 79 | 2026-06-30 | → |
| 959 | THE CAPROCK GROUP, LLC | 124272 | $12.48B | $12.48B | 67 | 2026-03-31 | → |
| 960 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $12.47B | $12.47B | 52 | 2026-04-30 | → |
| 961 | WESTWOOD MANAGEMENT CORP | 110269 | $12.46B | $12.46B | 95 | 2026-03-31 | → |
| 962 | MFN PARTNERS MANAGEMENT, LP | 291755 | $12.42B | $12.42B | 17 | 2026-03-31 | → |
| 963 | ROYCE & ASSOCIATES, LP | 107689 | $12.41B | $12.41B | 89 | 2026-02-28 | → |
| 964 | NEUBERGER BERMAN CANADA ULC | 284803 | $12.39B | $12.39B | 27 | 2026-04-30 | → |
| 965 | SOUND POINT CLO C-MOA, LLC | 293256 | $12.34B | $12.34B | 40 | 2026-03-31 | → |
| 966 | FIRST TRUST CAPITAL MANAGEMENT L.P. | 317825 | $12.28B | $12.28B | 62 | 2026-03-31 | → |
| 967 | MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AG | 290998 | $12.27B | $12.27B | 35 | 2025-06-30 | → |
| 968 | AQUILINE MANAGEMENT HOLDINGS LP | 327352 | $12.27B | $12.27B | 85 | 2026-05-31 | → |
| 969 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $12.24B | $12.24B | 53 | 2026-03-31 | → |
| 970 | BSP CLO MANAGEMENT LLC | 304962 | $12.24B | $12.24B | 241 | 2026-03-31 | → |
| 971 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $12.24B | $12.24B | 12 | 2026-03-31 | → |
| 972 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $12.20B | $12.20B | 103 | 2026-03-31 | → |
| 973 | NORTHROCK PARTNERS, LLC | 167908 | $12.19B | $12.19B | 233 | 2026-03-31 | → |
| 974 | INTERCONTINENTAL REAL ESTATE CORPORATION | 112332 | $12.18B | $12.18B | 122 | 2026-03-31 | → |
| 975 | CHURCHILL INVESTMENT MANAGEMENT LLC | 305060 | $12.14B | $12.14B | 101 | 2026-03-31 | → |
| 976 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $12.04B | $12.04B | 121 | 2026-03-31 | → |
| 977 | THE ENERGY & MINERALS GROUP LP | 339275 | $12.02B | $12.02B | 22 | 2026-03-31 | → |
| 978 | POINTSTATE CAPITAL LP | 161110 | $11.98B | $11.98B | 41 | 2026-05-31 | → |
| 979 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $11.94B | $11.94B | 105 | 2026-03-31 | → |
| 980 | SENTINEL PENSION ADVISORS, LLC | 109901 | $11.94B | $11.94B | 53 | 2026-05-31 | → |
| 981 | CANYON CAPITAL ADVISORS LLC | 107922 | $11.92B | $11.92B | 192 | 2026-03-31 | → |
| 982 | CANYON CLO ADVISORS LP | 226636 | $11.91B | $11.91B | 161 | 2026-03-31 | → |
| 983 | GOLDBERG LINDSAY & CO. LLC | 141029 | $11.91B | $11.91B | 55 | 2026-04-30 | → |
| 984 | HUB INVESTMENT PARTNERS, LLC | 307956 | $11.88B | $11.88B | 172 | 2026-06-30 | → |
| 985 | LEVINE LEICHTMAN CAPITAL PARTNERS, LLC | 140980 | $11.88B | $11.88B | 73 | 2026-04-30 | → |
| 986 | PARADIGM OPERATIONS LP | 299210 | $11.87B | $11.87B | 61 | 2026-06-30 | → |
| 987 | FIRST SENTIER INVESTORS (UK) FUNDS LIMITED | 171592 | $11.87B | $11.87B | 314 | 2026-03-31 | → |
| 988 | STONEBRIDGE ADVISORS LLC | 134017 | $11.83B | $11.83B | 15 | 2026-03-31 | → |
| 989 | ENTRUST GLOBAL PARTNERS LLC | 107940 | $11.82B | $11.82B | 137 | 2026-03-31 | → |
| 990 | SPARX ASSET MANAGEMENT CO., LTD. | 134747 | $11.71B | $11.71B | 145 | 2026-06-30 | → |
| 991 | KLINE HILL PARTNERS LP | 283283 | $11.71B | $11.71B | 50 | 2026-03-31 | → |
| 992 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $11.71B | $11.71B | 19 | 2026-03-31 | → |
| 993 | GAMCO ASSET MANAGEMENT INC. | 104950 | $11.69B | $11.69B | 120 | 2026-03-31 | → |
| 994 | BIMINI ADVISORS, LLC | 164944 | $11.68B | $11.68B | 10 | 2026-04-30 | → |
| 995 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $11.67B | $11.67B | 149 | 2026-03-31 | → |
| 996 | CSM ADVISORS, LLC | 306128 | $11.65B | $11.65B | 44 | 2026-05-31 | → |
| 997 | TPG SOLUTIONS ADVISORS, LLC | 313020 | $11.61B | $11.61B | 46 | 2026-06-30 | → |
| 998 | NOVACAP MANAGEMENT US INC. | 327243 | $11.61B | $11.61B | 13 | 2026-03-31 | → |
| 999 | EVERGREEN INVESTMENT ADVISORS LLC | 133550 | $11.60B | $11.60B | 46 | 2026-05-31 | → |
| 1000 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $11.59B | $11.59B | 28 | 2026-04-30 | → |
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