Research Report · 2026-06-30
Registered Investment Advisers with the Strongest Institutional-to-Wealth Mix
SEC-registered investment advisers ranked by institutional client assets relative to wealth client assets.
Firms
1,000
Total AUM
$46.73T
Median AUM
$1.70B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional / Wealth Asset Ratio↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | JENNISON ASSOCIATES LLC | 107959 | 22.4 | $214.84B | 360 | 2026-03-31 | → |
| 302 | STERLING CAPITAL MANAGEMENT LLC | 135405 | 22.3 | $69.23B | 186 | 2026-03-31 | → |
| 303 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | 22.3 | $15.42B | 19 | 2026-03-31 | → |
| 304 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | 22.1 | $621.02B | 611 | 2026-05-31 | → |
| 305 | BGV FINANCIAL ADVISORS USA, LLC | 324511 | 22 | $143.8M | 2 | 2026-03-31 | → |
| 306 | MACKAY SHIELDS LLC | 107717 | 21.8 | $159.52B | 206 | 2026-04-30 | → |
| 307 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | 21.6 | $28.64B | 35 | 2026-03-31 | → |
| 308 | ATLAS ASSET MANAGEMENT LLC | 173561 | 21.6 | $700.6M | 3 | 2025-12-31 | → |
| 309 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | 21.4 | $144.04B | 778 | 2026-06-30 | → |
| 310 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | 21.4 | $282.71B | 699 | 2026-03-31 | → |
| 311 | HARPSWELL CAPITAL ADVISORS, LLC | 168996 | 21.3 | $587.0M | 5 | 2026-05-31 | → |
| 312 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | 21 | $7.86B | 22 | 2026-03-31 | → |
| 313 | ACCESS FINANCIAL GROUP, INC. | 33065 | 20.6 | $302.3M | 6 | 2026-03-31 | → |
| 314 | GRIDIRON PARTNERS, LLC | 300920 | 20.1 | $285.8M | 2 | 2026-03-31 | → |
| 315 | URBAN INVESTMENT ADVISORS, INC., | 222524 | 19.9 | $2.45B | 3 | 2026-06-30 | → |
| 316 | KEELAN CAPITAL, LLC | 322725 | 19.8 | $561.4M | 2 | 2025-03-31 | → |
| 317 | KAIZEN RETIREMENT PLAN ADVISORS, LLC | 289238 | 19.6 | $155.9M | 1 | 2026-02-28 | → |
| 318 | LUCID ADVISORS, INC. | 116639 | 19.6 | $1.15B | 2 | 2026-03-31 | → |
| 319 | KARMA CAPITAL ADVISORS PVT LTD. | 335212 | 19.3 | $632.5M | 22 | 2026-06-30 | → |
| 320 | ARCADIA INVESTMENT PARTNERS LLC | 161426 | 19.3 | $1.37B | 8 | 2026-03-31 | → |
| 321 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | 19.2 | $113.59B | 1,311 | 2026-03-31 | → |
| 322 | RBF CAPITAL MANAGEMENT, INC. | 164524 | 19.1 | $160.6M | 3 | 2026-02-28 | → |
| 323 | LEEWARD INVESTMENTS, LLC | 312557 | 19.1 | $2.87B | 14 | 2026-03-31 | → |
| 324 | CAMBRIDGE WEALTH ADVISORS, LLC | 148889 | 19 | $237.0M | 2 | 2026-03-31 | → |
| 325 | ERISA ADVISERS, INC. | 170487 | 18.9 | $187.1M | 4 | 2026-03-31 | → |
| 326 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | 145370 | 18.8 | $241.9M | 6 | 2026-03-31 | → |
| 327 | KESTREL PARTNERS LLP | 226573 | 18.8 | $291.0M | 11 | 2026-06-30 | → |
| 328 | INCOME RESEARCH + MANAGEMENT | 104863 | 18.7 | $130.65B | 218 | 2026-03-31 | → |
| 329 | SIMCOE CAPITAL, LLC | 121505 | 18.6 | $109.4M | 4 | 2026-05-31 | → |
| 330 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | 18.6 | $29.73B | 86 | 2026-03-31 | → |
| 331 | FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED | 291993 | 18.4 | $1.60B | 20 | 2026-03-31 | → |
| 332 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | 18.2 | $7.27B | 28 | 2026-03-31 | → |
| 333 | ZENITH AM | 173046 | 18 | $963.6M | 18 | 2026-04-30 | → |
| 334 | SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD | 148494 | 17.8 | $702.7M | 7 | 2026-03-31 | → |
| 335 | SUMMIT CREEK ADVISORS, LLC | 135496 | 17.7 | $650.9M | 7 | 2026-03-31 | → |
| 336 | WESTWOOD MANAGEMENT CORP | 110269 | 17.6 | $12.46B | 95 | 2026-03-31 | → |
| 337 | JOCELYN INVESTMENT MANAGEMENT, LLC | 323831 | 17.5 | $1.01B | 2 | 2026-03-31 | → |
| 338 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | 17.5 | $25.84B | 165 | 2025-12-31 | → |
| 339 | INSPIRE INVESTING, LLC | 171988 | 17.5 | $3.96B | 33 | 2026-03-31 | → |
| 340 | THE CAPITAL CHART ROOM, LTD | 117980 | 17.4 | $400.9M | 7 | 2026-03-31 | → |
| 341 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 17.3 | $3.67T | 1,968 | 2026-05-31 | → |
| 342 | THE WESTCHESTER GROUP, LLC | 288959 | 17.2 | $187.9M | 2 | 2026-03-31 | → |
| 343 | PIER 88 INVESTMENT PARTNERS, LLC | 169316 | 17.1 | $568.0M | 5 | 2026-03-31 | → |
| 344 | NEW AGE ALPHA ADVISORS, LLC | 299011 | 16.9 | $2.51B | 42 | 2026-02-28 | → |
| 345 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | 16.9 | $10.18B | 32 | 2026-03-31 | → |
| 346 | SELLWOOD INVESTMENT PARTNERS LLC | 164696 | 16.8 | $2.28B | 16 | 2026-06-30 | → |
| 347 | ITAU USA ASSET MANAGEMENT INC. | 156313 | 16.8 | $9.27B | 26 | 2026-03-31 | → |
| 348 | WASHINGTON CAPITAL MANAGEMENT INC | 105253 | 16.6 | $7.40B | 79 | 2026-06-30 | → |
| 349 | AMERISERV WEALTH ADVISORS INC | 105846 | 16.4 | $1.11B | 4 | 2026-03-31 | → |
| 350 | COOKE & BIELER, L.P. | 113859 | 16.2 | $10.56B | 32 | 2026-03-31 | → |
| 351 | SHUSTER ADVISORY GROUP, LLC | 170233 | 16.2 | $10.32B | 15 | 2026-05-31 | → |
| 352 | OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC | 165355 | 16.1 | $128.2M | 3 | 2026-02-28 | → |
| 353 | ARIN RISK ADVISORS LLC | 151491 | 16 | $10.19B | 11 | 2026-03-31 | → |
| 354 | BQS FINANCIAL ADVISORS, LLC | 333795 | 15.9 | $226.4M | 7 | 2026-03-31 | → |
| 355 | PALLADIEM LLC | 158989 | 15.6 | $114.5M | 10 | 2026-03-31 | → |
| 356 | SOUTHSTATE ADVISORY, INC. | 153113 | 15.5 | $3.78B | 22 | 2025-06-30 | → |
| 357 | MULTNOMAH GROUP, INC. | 132131 | 15.5 | $2.67B | 21 | 2026-03-31 | → |
| 358 | DODGE & COX | 104596 | 15.4 | $466.56B | 336 | 2026-04-30 | → |
| 359 | CLOUD CAPITAL LLC | 150275 | 15.3 | $410.9M | 1 | 2025-03-31 | → |
| 360 | GARDNER LEWIS ASSET MANAGEMENT LP | 105033 | 15.3 | $456.5M | 8 | 2026-03-31 | → |
| 361 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | 15.1 | $169.58B | 464 | 2026-06-30 | → |
| 362 | HI-LINE CAPITAL MANAGEMENT, LLC | 149522 | 15 | $756.6M | 5 | 2026-04-30 | → |
| 363 | BIDDLE CAPITAL MANAGEMENT, INC. | 122434 | 15 | $199.5M | 5 | 2025-03-31 | → |
| 364 | GQG PARTNERS LLC | 283720 | 14.9 | $163.86B | 227 | 2026-03-31 | → |
| 365 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | 148128 | 14.9 | $1.28B | 15 | 2026-04-30 | → |
| 366 | WEALTHSPIRE RETIREMENT, LLC | 121254 | 14.7 | $38.61B | 244 | 2026-03-31 | → |
| 367 | VERATIS ADVISORS, INC. | 117892 | 14.6 | $5.99B | 8 | 2026-03-31 | → |
| 368 | FRONTIER GLOBAL PARTNERS LLC | 145341 | 14.5 | $713.1M | 10 | 2026-02-28 | → |
| 369 | HARVEST FUND ADVISORS LLC | 154425 | 14.5 | $8.13B | 14 | 2026-03-31 | → |
| 370 | DOVER PARTNERS INC | 105133 | 14.4 | $508.6M | 4 | 2026-03-31 | → |
| 371 | RETIREMENT RESOURCES INVESTMENT CORPORATION | 47723 | 14.3 | $2.44B | 7 | 2026-04-30 | → |
| 372 | ROBASCIOTTI & ASSOCIATES , INC. | 151411 | 14.3 | $320.4M | 17 | 2026-05-31 | → |
| 373 | INNOVA ADVISORS LLC | 318958 | 14.2 | $264.8M | 4 | 2026-05-31 | → |
| 374 | SUNCOAST CAPITAL MANAGEMENT | 304638 | 14.2 | $380.0M | 4 | 2026-06-30 | → |
| 375 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | 14.1 | $12.76B | 93 | 2026-03-31 | → |
| 376 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | 14 | $386.88B | 728 | 2026-03-31 | → |
| 377 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | 14 | $5.76B | 13 | 2026-03-31 | → |
| 378 | ADVANCED CAPITAL GROUP, INC. | 109673 | 14 | $29.99B | 22 | 2026-03-31 | → |
| 379 | PARNASSUS INVESTMENTS, LLC | 316904 | 14 | $41.09B | 87 | 2026-03-31 | → |
| 380 | JEFFERSON BRIDGE CAPITAL, LLC | 325636 | 13.9 | $146.2M | 3 | 2026-01-31 | → |
| 381 | ORG PORTFOLIO MANAGEMENT LLC | 130198 | 13.8 | $6.38B | 22 | 2026-03-31 | → |
| 382 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | 13.8 | $11.12B | 67 | 2026-03-31 | → |
| 383 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | 13.7 | $18.81B | 140 | 2026-03-31 | → |
| 384 | UNISON ASSET MANAGEMENT LLC | 288249 | 13.7 | $298.2M | 5 | 2026-03-31 | → |
| 385 | SMITH SHELLNUT WILSON LLC | 106235 | 13.6 | $6.92B | 16 | 2026-06-30 | → |
| 386 | QBOX FIDUCIARY SOLUTIONS, LLC | 167622 | 13.5 | $429.2M | 2 | 2026-03-31 | → |
| 387 | ARCWOOD FINANCIAL, LLC | 189512 | 13.5 | $186.6M | 4 | 2026-06-30 | → |
| 388 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | 13.3 | $13.76B | 26 | 2026-03-31 | → |
| 389 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 13.2 | $475.78B | 956 | 2026-05-31 | → |
| 390 | CIBC ASSET MANAGEMENT INC. | 106508 | 13.2 | $162.84B | 478 | 2026-06-30 | → |
| 391 | TWO WEST CAPITAL ADVISORS LLC | 154543 | 13.1 | $3.89B | 15 | 2026-05-31 | → |
| 392 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | 13 | $12.24B | 53 | 2026-03-31 | → |
| 393 | R.V. KUHNS & ASSOCIATES, INC. | 18005 | 13 | $827.9M | 127 | 2026-06-30 | → |
| 394 | GO INVEST LLC | 291884 | 12.9 | $889.0M | 1 | 2026-03-31 | → |
| 395 | MORGAN STANLEY AIP GP LP | 117050 | 12.9 | $40.85B | 200 | 2026-03-31 | → |
| 396 | OAC CAPITAL ADVISORS LLC | 317559 | 12.9 | $212.0M | 5 | 2026-03-31 | → |
| 397 | AQR CAPITAL MANAGEMENT, LLC | 111883 | 12.7 | $311.70B | 728 | 2026-05-31 | → |
| 398 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | 12.6 | $14.73B | 17 | 2026-03-31 | → |
| 399 | DHK FINANCIAL ADVISORS INC | 106126 | 12.5 | $1.68B | 5 | 2025-03-31 | → |
| 400 | INVESTMENT PROFESSIONALS, LLC | 282495 | 12.5 | $311.0M | 4 | 2026-03-31 | → |
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