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 | |
|---|---|---|---|---|---|---|---|
| 601 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $28.64B | $28.64B | 35 | 2026-03-31 | → |
| 602 | HPS ADVISORS, LLC | 324983 | $28.55B | $28.55B | 826 | 2026-05-31 | → |
| 603 | FIRST SENTIER INVESTORS (IRELAND) LIMITED | 304423 | $28.50B | $28.50B | 45 | 2026-06-30 | → |
| 604 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | $28.47B | $28.47B | 304 | 2026-03-31 | → |
| 605 | BENEFIT STREET PARTNERS L.L.C. | 158672 | $28.32B | $28.32B | 241 | 2026-05-31 | → |
| 606 | PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC | 171026 | $28.19B | $28.19B | 110 | 2026-05-31 | → |
| 607 | ARINI CAPITAL MANAGEMENT US LLC | 331263 | $27.99B | $27.99B | 24 | 2026-06-30 | → |
| 608 | MORRISON US, LLC | 315983 | $27.97B | $27.97B | 20 | 2026-01-31 | → |
| 609 | ANCHORAGE CAPITAL ADVISORS, L.P. | 328998 | $27.83B | $27.83B | 88 | 2026-05-31 | → |
| 610 | TOWERBROOK CAPITAL PARTNERS L.P. | 155730 | $27.67B | $27.67B | 132 | 2026-06-30 | → |
| 611 | BREGAL INVESTMENTS, INC. | 285006 | $27.55B | $27.55B | 101 | 2026-03-31 | → |
| 612 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | $27.49B | $27.49B | 49 | 2026-03-31 | → |
| 613 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $27.28B | $27.28B | 50 | 2026-04-30 | → |
| 614 | KIRKOSWALD ASSET MANAGEMENT LLC | 298735 | $27.16B | $27.16B | 42 | 2026-05-31 | → |
| 615 | HRTG GPE, LLC | 157389 | $27.10B | $27.10B | 26 | 2026-06-30 | → |
| 616 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $26.76B | $26.76B | 46 | 2026-03-31 | → |
| 617 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $26.70B | $26.70B | 88 | 2026-05-31 | → |
| 618 | ALPHA WAVE GLOBAL, LP | 160894 | $26.66B | $26.66B | 113 | 2026-03-31 | → |
| 619 | BROWN ADVISORY LTD. | 168985 | $26.58B | $26.58B | 110 | 2026-03-31 | → |
| 620 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $26.46B | $26.46B | 149 | 2026-03-31 | → |
| 621 | CFI PARTNERS, LLC | 139531 | $26.31B | $26.31B | 47 | 2026-03-31 | → |
| 622 | PGIM MULTI-ASSET SOLUTIONS LLC | 136274 | $26.26B | $26.26B | 39 | 2025-03-31 | → |
| 623 | MAGNETAR FINANCIAL LLC | 136045 | $26.23B | $26.23B | 198 | 2026-03-31 | → |
| 624 | INVESCO HONG KONG LIMITED | 109923 | $26.20B | $26.20B | 226 | 2026-03-31 | → |
| 625 | SUMMIT ROCK ADVISORS, LP | 144059 | $26.18B | $26.18B | 74 | 2026-03-31 | → |
| 626 | FRED ALGER MANAGEMENT, LLC | 106750 | $26.14B | $26.14B | 98 | 2026-05-31 | → |
| 627 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $26.04B | $26.04B | 131 | 2026-04-30 | → |
| 628 | FEDERATED MDTA LLC | 109355 | $25.95B | $25.95B | 21 | 2026-05-31 | → |
| 629 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $25.87B | $25.87B | 145 | 2026-03-31 | → |
| 630 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $25.85B | $25.85B | 8 | 2025-12-31 | → |
| 631 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $25.84B | $25.84B | 30 | 2026-03-31 | → |
| 632 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $25.84B | $25.84B | 165 | 2025-12-31 | → |
| 633 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $25.82B | $25.82B | 119 | 2026-06-30 | → |
| 634 | AGL CREDIT MANAGEMENT LLC | 299601 | $25.80B | $25.80B | 83 | 2026-03-31 | → |
| 635 | CIGNA INVESTMENTS, INC. | 105811 | $25.76B | $25.76B | 108 | 2026-03-31 | → |
| 636 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $25.71B | $25.71B | 120 | 2026-05-31 | → |
| 637 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.69B | $25.69B | 238 | 2026-05-31 | → |
| 638 | STRATEGIC VALUE PARTNERS, LLC | 138406 | $25.61B | $25.61B | 226 | 2026-06-30 | → |
| 639 | KSL ADVISORS, LLC | 155677 | $25.61B | $25.61B | 135 | 2026-06-30 | → |
| 640 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $25.59B | $25.59B | 76 | 2026-05-31 | → |
| 641 | CVC ADVISORS (U.S.) INC. | 174050 | $25.56B | $25.56B | 70 | 2026-03-31 | → |
| 642 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $25.41B | $25.41B | 94 | 2026-03-31 | → |
| 643 | EAGLE STRATEGIES LLC | 110826 | $25.40B | $25.40B | 2,804 | 2026-03-31 | → |
| 644 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $25.39B | $25.39B | 204 | 2026-06-30 | → |
| 645 | ALKEON CAPITAL MANAGEMENT, LLC | 118059 | $25.29B | $25.29B | 82 | 2026-03-31 | → |
| 646 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | $25.12B | $25.12B | 148 | 2026-06-30 | → |
| 647 | PEMBERTON CAPITAL ADVISORS LLP | 282621 | $25.06B | $25.06B | 146 | 2026-03-31 | → |
| 648 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $25.06B | $25.06B | 48 | 2026-06-30 | → |
| 649 | LPL ENTERPRISE, LLC | 8733 | $24.94B | $24.94B | 5,215 | 2026-03-31 | → |
| 650 | RUFFER LLP | 309733 | $24.87B | $24.87B | 282 | 2026-06-30 | → |
| 651 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $24.85B | $24.85B | 200 | 2026-05-31 | → |
| 652 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.79B | $24.79B | 422 | 2026-03-31 | → |
| 653 | FEDERATED HERMES (UK) LLP | 169087 | $24.72B | $24.72B | 11 | 2026-03-31 | → |
| 654 | THE BAUPOST GROUP, L.L.C. | 109530 | $24.68B | $24.68B | 210 | 2026-03-31 | → |
| 655 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $24.65B | $24.65B | 289 | 2026-06-30 | → |
| 656 | JEFFERIES FINANCE LLC | 162264 | $24.59B | $24.59B | 124 | 2026-03-31 | → |
| 657 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $24.58B | $24.58B | 12 | 2026-06-30 | → |
| 658 | GABELLI FUNDS, LLC | 104949 | $24.55B | $24.55B | 56 | 2026-03-31 | → |
| 659 | MML INVESTMENT ADVISERS, LLC | 169568 | $24.55B | $24.55B | 18 | 2026-05-31 | → |
| 660 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $24.51B | $24.51B | 138 | 2026-05-31 | → |
| 661 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | $24.51B | $24.51B | 159 | 2026-06-30 | → |
| 662 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | $24.44B | $24.44B | 290 | 2026-03-31 | → |
| 663 | FIRST COMMAND ADVISORY SERVICES | 281958 | $24.43B | $24.43B | 1,787 | 2026-06-30 | → |
| 664 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | $24.42B | $24.42B | 37 | 2026-03-31 | → |
| 665 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
| 666 | CITI GLOBAL ALTERNATIVES, LLC | 324457 | $24.39B | $24.39B | 91 | 2025-07-31 | → |
| 667 | MATSON MONEY, INC. | 110425 | $24.33B | $24.33B | 69 | 2026-05-31 | → |
| 668 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | $24.32B | $24.32B | 145 | 2026-06-30 | → |
| 669 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $24.29B | $24.29B | 45 | 2026-03-31 | → |
| 670 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $24.28B | $24.28B | 77 | 2026-03-31 | → |
| 671 | XPONANCE LLC | 111126 | $24.27B | $24.27B | 46 | 2026-04-30 | → |
| 672 | BRIDGEPOINT LLC | 322260 | $24.18B | $24.18B | 21 | 2026-04-30 | → |
| 673 | BGO US REAL ESTATE LP | 157034 | $24.12B | $24.12B | 103 | 2026-06-30 | → |
| 674 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | $24.12B | $24.12B | 135 | 2026-03-31 | → |
| 675 | T. ROWE PRICE JAPAN, INC. | 290585 | $24.07B | $24.07B | 80 | 2026-03-31 | → |
| 676 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $24.07B | $24.07B | 127 | 2026-05-31 | → |
| 677 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 678 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 679 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $23.95B | $23.95B | 56 | 2026-01-31 | → |
| 680 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $23.90B | $23.90B | 104 | 2026-03-31 | → |
| 681 | FUND EVALUATION GROUP, LLC | 121658 | $23.86B | $23.86B | 136 | 2026-03-31 | → |
| 682 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $23.85B | $23.85B | 35 | 2026-06-30 | → |
| 683 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $23.84B | $23.84B | 110 | 2026-06-30 | → |
| 684 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | $23.81B | $23.81B | 117 | 2026-06-30 | → |
| 685 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $23.79B | $23.79B | 26 | 2026-03-31 | → |
| 686 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $23.79B | $23.79B | 0 | 2026-03-31 | → |
| 687 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $23.79B | $23.79B | 6 | 2026-03-31 | → |
| 688 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $23.79B | $23.79B | 34 | 2026-03-31 | → |
| 689 | MOORE CAPITAL MANAGEMENT, LP | 160188 | $23.70B | $23.70B | 337 | 2026-03-31 | → |
| 690 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $23.61B | $23.61B | 45 | 2026-06-30 | → |
| 691 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $23.48B | $23.48B | 5 | 2026-03-31 | → |
| 692 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $23.28B | $23.28B | 155 | 2025-09-30 | → |
| 693 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 694 | ENGINEERS GATE MANAGER LP | 172249 | $23.17B | $23.17B | 296 | 2026-03-31 | → |
| 695 | U.S. BANCORP INVESTMENTS, INC. | 17868 | $22.94B | $22.94B | 2,148 | 2026-03-31 | → |
| 696 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $22.84B | $22.84B | 213 | 2026-03-31 | → |
| 697 | PRUDENTIAL SELECT STRATEGIES LLC | 286153 | $22.78B | $22.78B | 64 | 2026-03-31 | → |
| 698 | THRIVENT INVESTMENT CAPITAL ADVISORS, LLC | 338378 | $22.78B | $22.78B | 66 | 2026-03-31 | → |
| 699 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $22.77B | $22.77B | 14 | 2026-03-31 | → |
| 700 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $22.77B | $22.77B | 11 | 2026-03-31 | → |
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