Research Report · 2026-06-30
Registered Investment Advisers Reporting a Qualified Custodian
SEC-registered investment advisers that report a qualified custodian relationship, ranked by AUM.
Firms
1,000
Total AUM
$91.31T
Median AUM
$9.85B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $183.53B | $183.53B | 114 | 2026-03-31 | → |
| 102 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $183.29B | $183.29B | 905 | 2026-05-31 | → |
| 103 | FOCUS PARTNERS WEALTH, LLC | 159289 | $181.86B | $181.86B | 1,915 | 2026-04-30 | → |
| 104 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $178.01B | $178.01B | 471 | 2026-04-30 | → |
| 105 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $177.46B | $177.46B | 375 | 2026-05-31 | → |
| 106 | HPS INVESTMENT PARTNERS, LLC | 282125 | $175.72B | $175.72B | 826 | 2026-05-31 | → |
| 107 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $174.54B | $174.54B | 222 | 2026-06-30 | → |
| 108 | INSIGHT NORTH AMERICA LLC | 145995 | $171.09B | $171.09B | 238 | 2026-06-30 | → |
| 109 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $169.62B | $169.62B | 419 | 2026-03-31 | → |
| 110 | CORIENT PRIVATE WEALTH LLC | 319448 | $165.25B | $165.25B | 1,537 | 2026-03-31 | → |
| 111 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $162.89B | $162.89B | 45 | 2026-03-31 | → |
| 112 | CIBC ASSET MANAGEMENT INC. | 106508 | $162.84B | $162.84B | 478 | 2026-06-30 | → |
| 113 | CERITY PARTNERS LLC | 151559 | $161.68B | $161.68B | 1,529 | 2026-06-30 | → |
| 114 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $159.86B | $159.86B | 231 | 2026-03-31 | → |
| 115 | MACKAY SHIELDS LLC | 107717 | $159.52B | $159.52B | 206 | 2026-04-30 | → |
| 116 | PAYDEN & RYGEL | 107160 | $158.23B | $158.23B | 194 | 2026-03-31 | → |
| 117 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $156.56B | $156.56B | 100 | 2026-06-30 | → |
| 118 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $155.41B | $155.41B | 648 | 2026-04-30 | → |
| 119 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $154.66B | $154.66B | 598 | 2026-03-31 | → |
| 120 | IFM INVESTORS PTY LTD | 162754 | $152.93B | $152.93B | 717 | 2025-11-30 | → |
| 121 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $150.40B | $150.40B | 254 | 2026-03-31 | → |
| 122 | BRIDGEWATER ASSOCIATES, LP | 105129 | $150.16B | $150.16B | 1,135 | 2026-05-31 | → |
| 123 | MARINER INVESTMENT GROUP, LLC | 124744 | $149.62B | $149.62B | 146 | 2026-03-31 | → |
| 124 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $149.48B | $149.48B | 309 | 2026-06-30 | → |
| 125 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | $146.29B | $146.29B | 365 | 2026-05-31 | → |
| 126 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $144.04B | $144.04B | 778 | 2026-06-30 | → |
| 127 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | 157434 | $142.15B | $142.15B | 437 | 2026-05-31 | → |
| 128 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $142.02B | $142.02B | 87 | 2026-04-30 | → |
| 129 | APG ASSET MANAGEMENT US, INC | 160795 | $141.33B | $141.33B | 183 | 2026-03-31 | → |
| 130 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $140.25B | $140.25B | 508 | 2026-06-30 | → |
| 131 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $139.88B | $139.88B | 15 | 2026-06-30 | → |
| 132 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | $138.69B | $138.69B | 3,527 | 2026-06-30 | → |
| 133 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $136.48B | $136.48B | 392 | 2026-05-31 | → |
| 134 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $136.48B | $136.48B | 32 | 2026-03-31 | → |
| 135 | GOLDMAN SACHS & CO. LLC | 361 | $133.64B | $133.64B | 2,268 | 2026-06-30 | → |
| 136 | AFLAC ASSET MANAGEMENT LLC | 304316 | $133.47B | $133.47B | 110 | 2026-03-31 | → |
| 137 | INCOME RESEARCH + MANAGEMENT | 104863 | $130.65B | $130.65B | 218 | 2026-03-31 | → |
| 138 | NINETY ONE UK LIMITED | 158310 | $130.19B | $130.19B | 439 | 2026-06-30 | → |
| 139 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $128.73B | $128.73B | 4,220 | 2026-06-30 | → |
| 140 | MARINER, LLC | 140195 | $125.41B | $125.41B | 1,889 | 2026-03-31 | → |
| 141 | BROWN ADVISORY LLC | 110181 | $124.31B | $124.31B | 782 | 2026-03-31 | → |
| 142 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $123.58B | $123.58B | 322 | 2026-03-31 | → |
| 143 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $122.19B | $122.19B | 1,700 | 2026-06-30 | → |
| 144 | SANDERS CAPITAL, LLC | 151480 | $122.18B | $122.18B | 26 | 2026-03-31 | → |
| 145 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $122.06B | $122.06B | 354 | 2025-03-31 | → |
| 146 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | $122.05B | $122.05B | 60 | 2026-03-31 | → |
| 147 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | $121.05B | $121.05B | 419 | 2026-06-30 | → |
| 148 | LAZARD ASSET MANAGEMENT LLC | 122836 | $120.52B | $120.52B | 532 | 2026-03-31 | → |
| 149 | ICONIQ CAPITAL, LLC | 159198 | $117.53B | $117.53B | 513 | 2026-04-30 | → |
| 150 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $117.24B | $117.24B | 139 | 2026-02-28 | → |
| 151 | ANGELO, GORDON & CO., L.P. | 131940 | $115.94B | $115.94B | 1,096 | 2026-05-31 | → |
| 152 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $114.16B | $114.16B | 87 | 2026-06-30 | → |
| 153 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $113.59B | $113.59B | 1,311 | 2026-03-31 | → |
| 154 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $110.95B | $110.95B | 147 | 2026-03-31 | → |
| 155 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $110.30B | $110.30B | 704 | 2026-03-31 | → |
| 156 | JANNEY MONTGOMERY SCOTT LLC | 463 | $110.11B | $110.11B | 2,404 | 2026-06-30 | → |
| 157 | CONNING, INC. | 107423 | $106.90B | $106.90B | 270 | 2026-03-31 | → |
| 158 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $105.65B | $105.65B | 477 | 2026-05-31 | → |
| 159 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $104.49B | $104.49B | 212 | 2026-05-31 | → |
| 160 | OAK HILL ADVISORS, L.P. | 125352 | $100.72B | $100.72B | 435 | 2026-06-30 | → |
| 161 | ROCKEFELLER FINANCIAL LLC | 291361 | $99.60B | $99.60B | 1,005 | 2026-03-31 | → |
| 162 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $97.98B | $97.98B | 312 | 2026-05-31 | → |
| 163 | ARES CAPITAL MANAGEMENT LLC | 131619 | $97.62B | $97.62B | 634 | 2026-05-31 | → |
| 164 | EATON VANCE MANAGEMENT | 104859 | $97.02B | $97.02B | 219 | 2026-05-31 | → |
| 165 | NUMERIC INVESTORS LLC | 131684 | $94.40B | $94.40B | 54 | 2026-04-30 | → |
| 166 | PPM AMERICA, INC. | 107269 | $93.79B | $93.79B | 217 | 2026-05-31 | → |
| 167 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $93.47B | $93.47B | 157 | 2026-06-30 | → |
| 168 | DOUBLELINE CAPITAL LP | 152606 | $93.32B | $93.32B | 258 | 2026-03-31 | → |
| 169 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $92.04B | $92.04B | 293 | 2026-06-30 | → |
| 170 | CAPSTONE INVESTMENT ADVISORS, LLC | 155563 | $91.53B | $91.53B | 304 | 2026-04-30 | → |
| 171 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $88.80B | $88.80B | 217 | 2026-03-31 | → |
| 172 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $88.78B | $88.78B | 101 | 2026-04-30 | → |
| 173 | III CAPITAL MANAGEMENT | 113539 | $88.24B | $88.24B | 9 | 2026-05-31 | → |
| 174 | FIG LLC | 129612 | $87.30B | $87.30B | 1,004 | 2026-06-30 | → |
| 175 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $86.27B | $86.27B | 690 | 2025-01-31 | → |
| 176 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $85.67B | $85.67B | 367 | 2026-04-30 | → |
| 177 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $85.59B | $85.59B | 155 | 2026-06-30 | → |
| 178 | MERCER GLOBAL ADVISORS INC. | 147363 | $84.40B | $84.40B | 1,429 | 2026-05-31 | → |
| 179 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $82.55B | $82.55B | 300 | 2026-03-31 | → |
| 180 | STONEPEAK PARTNERS LP | 159699 | $81.91B | $81.91B | 359 | 2026-04-30 | → |
| 181 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $81.18B | $81.18B | 431 | 2026-05-31 | → |
| 182 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $81.09B | $81.09B | 569 | 2026-03-31 | → |
| 183 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $80.97B | $80.97B | 365 | 2026-05-31 | → |
| 184 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $80.27B | $80.27B | 89 | 2026-03-31 | → |
| 185 | KESTRA ADVISORY SERVICES, LLC | 283330 | $79.80B | $79.80B | 1,359 | 2026-06-30 | → |
| 186 | AXA INVESTMENT MANAGERS US INC | 113608 | $79.24B | $79.24B | 167 | 2026-03-31 | → |
| 187 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $78.52B | $78.52B | 377 | 2026-05-31 | → |
| 188 | TRUIST ADVISORY SERVICES, INC. | 283390 | $77.39B | $77.39B | 2,461 | 2026-06-30 | → |
| 189 | PINEBRIDGE INVESTMENTS LLC | 285211 | $76.73B | $76.73B | 239 | 2026-05-31 | → |
| 190 | PGIM LIMITED | 160005 | $76.45B | $76.45B | 299 | 2026-03-31 | → |
| 191 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $76.41B | $76.41B | 207 | 2026-03-31 | → |
| 192 | BAIN CAPITAL CREDIT, LP | 134852 | $76.30B | $76.30B | 682 | 2026-05-31 | → |
| 193 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $76.17B | $76.17B | 23 | 2026-03-31 | → |
| 194 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $76.06B | $76.06B | 116 | 2026-03-31 | → |
| 195 | TWO SIGMA ADVISERS, LP | 152254 | $74.26B | $74.26B | 101 | 2026-01-31 | → |
| 196 | CLARION PARTNERS, LLC | 108803 | $73.68B | $73.68B | 321 | 2026-02-28 | → |
| 197 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $71.83B | $71.83B | 163 | 2026-05-31 | → |
| 198 | CAXTON ASSOCIATES LLP | 333153 | $71.56B | $71.56B | 130 | 2026-06-30 | → |
| 199 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $70.33B | $70.33B | 236 | 2026-06-30 | → |
| 200 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $70.14B | $70.14B | 320 | 2026-06-30 | → |
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