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 | |
|---|---|---|---|---|---|---|---|
| 801 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $17.93B | $17.93B | 38 | 2026-03-31 | → |
| 802 | CEVIAN CAPITAL II GP LIMITED | 140659 | $17.85B | $17.85B | 61 | 2026-04-30 | → |
| 803 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $17.83B | $17.83B | 104 | 2026-05-31 | → |
| 804 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $17.83B | $17.83B | 138 | 2026-04-30 | → |
| 805 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $17.75B | $17.75B | 65 | 2026-03-31 | → |
| 806 | F/M INVESTMENTS LLC | 304405 | $17.74B | $17.74B | 83 | 2026-03-31 | → |
| 807 | INVESCO LOAN MANAGER, LLC | 306746 | $17.69B | $17.69B | 109 | 2026-03-31 | → |
| 808 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $17.66B | $17.66B | 32 | 2026-03-31 | → |
| 809 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | $17.64B | $17.64B | 28 | 2025-07-31 | → |
| 810 | SEARCHLIGHT CAPITAL PARTNERS, L.P. | 161958 | $17.51B | $17.51B | 132 | 2026-04-30 | → |
| 811 | PENSERRA CAPITAL MANAGEMENT LLC | 159042 | $17.50B | $17.50B | 16 | 2026-03-31 | → |
| 812 | AIP, LLC | 156878 | $17.47B | $17.47B | 94 | 2026-03-31 | → |
| 813 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | $17.35B | $17.35B | 532 | 2026-06-30 | → |
| 814 | RWC ASSET MANAGEMENT LLP | 168656 | $17.32B | $17.32B | 149 | 2026-03-31 | → |
| 815 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $17.30B | $17.30B | 13 | 2025-12-31 | → |
| 816 | EVOKE WEALTH, LLC | 300856 | $17.29B | $17.29B | 96 | 2026-04-30 | → |
| 817 | FIERA CAPITAL INC. | 113638 | $17.28B | $17.28B | 95 | 2026-03-31 | → |
| 818 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | $17.26B | $17.26B | 68 | 2026-04-30 | → |
| 819 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $17.21B | $17.21B | 117 | 2026-06-30 | → |
| 820 | KOHLBERG & CO., L.L.C. | 160745 | $17.15B | $17.15B | 91 | 2026-05-31 | → |
| 821 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | $17.14B | $17.14B | 184 | 2025-07-31 | → |
| 822 | MANNING & NAPIER ADVISORS, LLC | 105992 | $17.03B | $17.03B | 195 | 2026-06-30 | → |
| 823 | PRINCIPAL SECURITIES, INC. | 1137 | $17.02B | $17.02B | 1,464 | 2026-03-31 | → |
| 824 | TPG REAL ESTATE ADVISORS, LLC | 170731 | $16.97B | $16.97B | 48 | 2026-06-30 | → |
| 825 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $16.87B | $16.87B | 191 | 2026-04-30 | → |
| 826 | CARILLON TOWER ADVISERS, INC. | 174904 | $16.86B | $16.86B | 175 | 2026-05-31 | → |
| 827 | SYMMETRY INVESTMENTS US LLC | 317755 | $16.83B | $16.83B | 10 | 2026-03-31 | → |
| 828 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | $16.73B | $16.73B | 401 | 2026-05-31 | → |
| 829 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $16.71B | $16.71B | 55 | 2026-03-31 | → |
| 830 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $16.66B | $16.66B | 33 | 2026-03-31 | → |
| 831 | ARISTOTLE INVESTMENT SERVICES, LLC | 324207 | $16.50B | $16.50B | 27 | 2026-03-31 | → |
| 832 | FREESTONE GROVE PARTNERS LP | 328089 | $16.48B | $16.48B | 182 | 2026-03-31 | → |
| 833 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $16.37B | $16.37B | 65 | 2026-05-31 | → |
| 834 | 3G CAPITAL PARTNERS LP | 156934 | $16.31B | $16.31B | 19 | 2026-03-31 | → |
| 835 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $16.30B | $16.30B | 24 | 2026-06-30 | → |
| 836 | DIVCO WEST REAL ESTATE SERVICES, LLC | 156762 | $16.30B | $16.30B | 215 | 2026-03-31 | → |
| 837 | BAIN CAPITAL ASSET MANAGEMENT, LP | 183517 | $16.29B | $16.29B | 46 | 2026-03-31 | → |
| 838 | VENERABLE INVESTMENT ADVISERS, LLC | 330755 | $16.27B | $16.27B | 12 | 2026-05-31 | → |
| 839 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $16.25B | $16.25B | 38 | 2026-05-31 | → |
| 840 | INVUS FINANCIAL ADVISORS, LLC | 161603 | $16.21B | $16.21B | 70 | 2026-05-31 | → |
| 841 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | $16.10B | $16.10B | 250 | 2026-03-31 | → |
| 842 | FS/KKR ADVISOR, LLC | 292803 | $16.10B | $16.10B | 736 | 2026-06-30 | → |
| 843 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $16.09B | $16.09B | 314 | 2026-06-30 | → |
| 844 | WILMINGTON FUNDS MANAGEMENT CORPORATION | 105163 | $16.08B | $16.08B | 39 | 2026-03-31 | → |
| 845 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $16.07B | $16.07B | 68 | 2026-03-31 | → |
| 846 | SILVERBAY CAPITAL MANAGEMENT LLC | 151259 | $16.06B | $16.06B | 82 | 2026-03-31 | → |
| 847 | FARTHER FINANCE ADVISORS, LLC | 302050 | $16.01B | $16.01B | 571 | 2026-03-31 | → |
| 848 | MORGAN STANLEY INFRASTRUCTURE INC. | 142824 | $15.97B | $15.97B | 67 | 2026-05-31 | → |
| 849 | TAYLOR ADVISORS, INC. | 119300 | $15.95B | $15.95B | 14 | 2026-01-31 | → |
| 850 | MYCIO WEALTH PARTNERS, LLC | 134436 | $15.78B | $15.78B | 67 | 2026-03-31 | → |
| 851 | CF PRIVATE EQUITY, INC. | 110657 | $15.78B | $15.78B | 66 | 2025-12-31 | → |
| 852 | MSREF REAL ESTATE ADVISOR, INC. | 142047 | $15.77B | $15.77B | 372 | 2026-05-31 | → |
| 853 | WHITEBOX ADVISORS LLC | 121995 | $15.74B | $15.74B | 67 | 2026-03-31 | → |
| 854 | OEP CAPITAL ADVISORS, L.P. | 173626 | $15.73B | $15.73B | 77 | 2026-03-31 | → |
| 855 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | $15.73B | $15.73B | 188 | 2026-06-30 | → |
| 856 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $15.72B | $15.72B | 99 | 2026-03-31 | → |
| 857 | STANHOPE CAPITAL, LLP | 162512 | $15.70B | $15.70B | 64 | 2026-03-31 | → |
| 858 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 146936 | $15.66B | $15.66B | 736 | 2026-03-31 | → |
| 859 | BATTERY MANAGEMENT CORP. | 160921 | $15.61B | $15.61B | 113 | 2026-03-31 | → |
| 860 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | 165796 | $15.57B | $15.57B | 53 | 2026-03-31 | → |
| 861 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | $15.54B | $15.54B | 204 | 2026-04-30 | → |
| 862 | PFS INVESTMENTS INC. | 10111 | $15.54B | $15.54B | 3,992 | 2026-03-31 | → |
| 863 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $15.52B | $15.52B | 97 | 2026-03-31 | → |
| 864 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.48B | $15.48B | 2,180 | 2026-06-30 | → |
| 865 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | $15.46B | $15.46B | 118 | 2026-05-31 | → |
| 866 | AEA QP ADVISERS LLC | 124560 | $15.46B | $15.46B | 157 | 2026-06-30 | → |
| 867 | TISHMAN SPEYER PROPERTIES, L.P. | 160079 | $15.43B | $15.43B | 491 | 2026-04-30 | → |
| 868 | PEAK XV PARTNERS OPERATIONS LLC | 305299 | $15.30B | $15.30B | 107 | 2026-06-30 | → |
| 869 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $15.28B | $15.28B | 112 | 2026-03-31 | → |
| 870 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $15.23B | $15.23B | 47 | 2026-03-31 | → |
| 871 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 872 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $15.19B | $15.19B | 212 | 2026-03-31 | → |
| 873 | BLACKSTONE IRELAND LIMITED | 292121 | $15.19B | $15.19B | 711 | 2026-05-31 | → |
| 874 | POMONA MANAGEMENT LLC | 148269 | $15.16B | $15.16B | 41 | 2026-03-31 | → |
| 875 | SETANTA ASSET MANAGEMENT LTD | 281781 | $15.02B | $15.02B | 24 | 2025-03-31 | → |
| 876 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $14.97B | $14.97B | 73 | 2026-06-30 | → |
| 877 | GIGAFUND MANAGEMENT COMPANY, LLC | 289807 | $14.97B | $14.97B | 7 | 2026-03-31 | → |
| 878 | WCAS MANAGEMENT CORPORATION | 155695 | $14.90B | $14.90B | 105 | 2026-05-31 | → |
| 879 | CI GLOBAL INVESTMENTS INC. | 156752 | $14.74B | $14.74B | 2 | 2026-03-31 | → |
| 880 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $14.73B | $14.73B | 52 | 2026-06-30 | → |
| 881 | PHARO MANAGEMENT, INC. | 141216 | $14.62B | $14.62B | 48 | 2026-03-31 | → |
| 882 | DIGITAL BRIDGE ADVISORS, LLC | 291394 | $14.60B | $14.60B | 174 | 2026-05-31 | → |
| 883 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | $14.57B | $14.57B | 137 | 2026-05-31 | → |
| 884 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $14.54B | $14.54B | 120 | 2026-06-30 | → |
| 885 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | 156925 | $14.45B | $14.45B | 166 | 2026-05-31 | → |
| 886 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $14.43B | $14.43B | 158 | 2026-03-31 | → |
| 887 | DRA ADVISORS LLC | 106311 | $14.42B | $14.42B | 99 | 2026-03-31 | → |
| 888 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $14.38B | $14.38B | 39 | 2026-03-31 | → |
| 889 | AUSBIL INVESTMENT MANAGEMENT LIMITED | 289468 | $14.35B | $14.35B | 72 | 2026-03-31 | → |
| 890 | M&G INVESTMENTS (USA) INC. | 305254 | $14.32B | $14.32B | 47 | 2026-03-31 | → |
| 891 | KELSO & COMPANY, L.P. | 131471 | $14.32B | $14.32B | 64 | 2026-04-30 | → |
| 892 | INFRARED CAPITAL PARTNERS LIMITED | 161187 | $14.30B | $14.30B | 148 | 2026-05-31 | → |
| 893 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $14.28B | $14.28B | 81 | 2026-03-31 | → |
| 894 | TSG CONSUMER PARTNERS LP | 160826 | $14.26B | $14.26B | 73 | 2026-04-30 | → |
| 895 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | $14.25B | $14.25B | 15 | 2026-06-30 | → |
| 896 | BSP NY LLC | 128557 | $14.24B | $14.24B | 18 | 2026-03-31 | → |
| 897 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $14.23B | $14.23B | 137 | 2026-06-30 | → |
| 898 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $14.15B | $14.15B | 105 | 2026-03-31 | → |
| 899 | RTW INVESTMENTS LP | 153232 | $14.14B | $14.14B | 70 | 2026-03-31 | → |
| 900 | OAKTREE FUND ADVISORS, LLC | 290193 | $14.10B | $14.10B | 451 | 2026-03-31 | → |
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