Research Report · 2026-06-30
Top Institutional Registered Investment Advisers
SEC-registered investment advisers ranked by reported assets from institutional client categories in ADV Part 1 filings.
Firms
1,000
Total AUM
$110.15T
Median AUM
$23.39B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CAPFINANCIAL PARTNERS, LLC | 175112 | $1.14T | $1.24T | 1,841 | 2026-05-31 | → |
| 2 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $1.02T | $1.60T | 7,987 | 2026-06-30 | → |
| 3 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $926.39B | $3.67T | 1,968 | 2026-05-31 | → |
| 4 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $723.91B | $2.65T | 2,059 | 2026-05-31 | → |
| 5 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $721.32B | $3.52T | 3,194 | 2026-06-30 | → |
| 6 | PGIM, INC. | 105676 | $634.29B | $1.13T | 1,990 | 2026-04-30 | → |
| 7 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $507.55B | $563.78B | 956 | 2026-05-31 | → |
| 8 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $464.42B | $1.43T | 1,868 | 2026-03-31 | → |
| 9 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $421.71B | $718.48B | 3,564 | 2026-05-31 | → |
| 10 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $338.00B | $1.25T | 662 | 2026-06-30 | → |
| 11 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $332.46B | $470.54B | 950 | 2026-06-30 | → |
| 12 | NYL INVESTORS LLC | 169553 | $318.80B | $329.20B | 301 | 2026-03-31 | → |
| 13 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | $315.67B | $323.08B | 246 | 2026-05-31 | → |
| 14 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $305.22B | $406.96B | 6,400 | 2026-06-30 | → |
| 15 | BARINGS LLC | 106006 | $303.67B | $392.75B | 1,101 | 2026-05-31 | → |
| 16 | NISA INVESTMENT ADVISORS, LLC | 107313 | $302.12B | $343.89B | 417 | 2026-03-31 | → |
| 17 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $298.45B | $676.69B | 1,589 | 2026-06-30 | → |
| 18 | ALLIANCEBERNSTEIN L.P. | 108477 | $262.54B | $763.40B | 4,204 | 2026-03-31 | → |
| 19 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $249.54B | $684.78B | 1,109 | 2026-04-30 | → |
| 20 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | $239.09B | $1.78T | 32,960 | 2026-06-30 | → |
| 21 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $234.00B | $427.71B | 1,394 | 2026-05-31 | → |
| 22 | MELLON INVESTMENTS CORPORATION | 105764 | $230.58B | $873.87B | 98 | 2026-05-31 | → |
| 23 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $229.08B | $326.70B | 1,116 | 2026-04-30 | → |
| 24 | STRATEGIC ADVISERS LLC | 104555 | $219.30B | $1.37T | 17,112 | 2026-03-31 | → |
| 25 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $209.05B | $267.16B | 262 | 2026-04-30 | → |
| 26 | MERCER INVESTMENTS LLC | 133449 | $203.28B | $226.04B | 714 | 2026-03-31 | → |
| 27 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $201.86B | $274.95B | 859 | 2026-03-31 | → |
| 28 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $194.96B | $2.20T | 3,760 | 2026-03-31 | → |
| 29 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $188.59B | $1.96T | 29,481 | 2026-06-30 | → |
| 30 | FEDERATED INVESTMENT COUNSELING | 105325 | $187.43B | $207.21B | 213 | 2026-05-31 | → |
| 31 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $183.93B | $194.82B | 235 | 2026-06-30 | → |
| 32 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $182.61B | $183.53B | 114 | 2026-03-31 | → |
| 33 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $179.95B | $386.88B | 728 | 2026-03-31 | → |
| 34 | KKR CREDIT ADVISORS (US) LLC | 146629 | $175.81B | $270.85B | 609 | 2026-03-31 | → |
| 35 | SBI FUNDS MANAGEMENT LIMITED | 142968 | $173.48B | $219.93B | 2,463 | 2026-06-30 | → |
| 36 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $170.47B | $621.02B | 611 | 2026-05-31 | → |
| 37 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $161.60B | $240.66B | 588 | 2026-03-31 | → |
| 38 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $159.06B | $169.58B | 464 | 2026-06-30 | → |
| 39 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $158.47B | $187.35B | 227 | 2026-06-30 | → |
| 40 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $153.95B | $484.10B | 1,403 | 2026-04-30 | → |
| 41 | TEACHERS ADVISORS, LLC | 107157 | $153.47B | $436.33B | 383 | 2026-03-31 | → |
| 42 | UBS FINANCIAL SERVICES INC. | 8174 | $148.48B | $915.79B | 12,524 | 2026-06-30 | → |
| 43 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $147.10B | $326.29B | 1,679 | 2026-03-31 | → |
| 44 | INVESCO ADVISERS, INC. | 105360 | $144.79B | $749.52B | 2,804 | 2026-06-30 | → |
| 45 | NEPC, LLC | 110562 | $144.10B | $152.72B | 379 | 2026-05-31 | → |
| 46 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $143.53B | $162.89B | 45 | 2026-03-31 | → |
| 47 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $140.21B | $427.48B | 322 | 2026-03-31 | → |
| 48 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $140.17B | $502.40B | 914 | 2026-05-31 | → |
| 49 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $140.07B | $155.41B | 648 | 2026-04-30 | → |
| 50 | PAYDEN & RYGEL | 107160 | $134.53B | $158.23B | 194 | 2026-03-31 | → |
| 51 | INSIGHT NORTH AMERICA LLC | 145995 | $132.29B | $171.09B | 238 | 2026-06-30 | → |
| 52 | SAMSUNG ASSET MANAGEMENT COMPANY, LTD. | 158319 | $132.03B | $300.82B | 460 | 2026-04-30 | → |
| 53 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $126.20B | $142.02B | 87 | 2026-04-30 | → |
| 54 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | $122.05B | $122.05B | 60 | 2026-03-31 | → |
| 55 | DODGE & COX | 104596 | $118.45B | $466.56B | 336 | 2026-04-30 | → |
| 56 | AFLAC ASSET MANAGEMENT LLC | 304316 | $116.05B | $133.47B | 110 | 2026-03-31 | → |
| 57 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | $116.04B | $121.05B | 419 | 2026-06-30 | → |
| 58 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $115.70B | $311.70B | 728 | 2026-05-31 | → |
| 59 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | $114.79B | $818.78B | 15,424 | 2025-03-31 | → |
| 60 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $114.01B | $136.48B | 32 | 2026-03-31 | → |
| 61 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $113.99B | $398.65B | 1,542 | 2026-03-31 | → |
| 62 | AON INVESTMENTS USA INC. | 105596 | $113.97B | $150.99B | 255 | 2026-03-31 | → |
| 63 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $113.66B | $475.78B | 956 | 2026-05-31 | → |
| 64 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $113.36B | $199.66B | 452 | 2026-05-31 | → |
| 65 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | $111.63B | $111.72B | 122 | 2026-03-31 | → |
| 66 | CREATIVE PLANNING, LLC | 105348 | $110.68B | $295.57B | 1,650 | 2026-03-31 | → |
| 67 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | $106.44B | $107.29B | 1,421 | 2026-03-31 | → |
| 68 | CONNING, INC. | 107423 | $104.92B | $106.90B | 270 | 2026-03-31 | → |
| 69 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $104.50B | $702.25B | 670 | 2026-06-30 | → |
| 70 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $103.65B | $588.22B | 574 | 2026-03-31 | → |
| 71 | WILSHIRE ADVISORS LLC | 6210 | $102.95B | $149.10B | 307 | 2026-06-30 | → |
| 72 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $102.40B | $123.58B | 322 | 2026-03-31 | → |
| 73 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $99.33B | $351.32B | 519 | 2026-04-30 | → |
| 74 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $97.82B | $114.16B | 87 | 2026-06-30 | → |
| 75 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | $96.16B | $500.96B | 16,780 | 2026-06-30 | → |
| 76 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $95.86B | $994.99B | 61 | 2026-06-30 | → |
| 77 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $95.17B | $105.65B | 477 | 2026-05-31 | → |
| 78 | INCOME RESEARCH + MANAGEMENT | 104863 | $94.92B | $130.65B | 218 | 2026-03-31 | → |
| 79 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $93.74B | $601.79B | 960 | 2026-06-30 | → |
| 80 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $88.36B | $88.78B | 101 | 2026-04-30 | → |
| 81 | FIAM LLC | 133196 | $87.97B | $347.73B | 196 | 2026-03-31 | → |
| 82 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $85.71B | $141.83B | 740 | 2026-06-30 | → |
| 83 | SANDERS CAPITAL, LLC | 151480 | $83.59B | $122.18B | 26 | 2026-03-31 | → |
| 84 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $80.86B | $81.09B | 569 | 2026-03-31 | → |
| 85 | CARLYLE INVESTMENT MANAGEMENT L.L.C. | 111128 | $80.39B | $283.81B | 1,040 | 2026-03-31 | → |
| 86 | PPM AMERICA, INC. | 107269 | $78.62B | $93.79B | 217 | 2026-05-31 | → |
| 87 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $78.43B | $149.48B | 309 | 2026-06-30 | → |
| 88 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $77.15B | $82.00B | 72 | 2026-03-31 | → |
| 89 | LAZARD ASSET MANAGEMENT LLC | 122836 | $76.82B | $120.52B | 532 | 2026-03-31 | → |
| 90 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $76.09B | $76.17B | 23 | 2026-03-31 | → |
| 91 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $76.05B | $208.39B | 115 | 2026-03-31 | → |
| 92 | JOBS PEAK ADVISORS, LLC | 286080 | $73.58B | $73.58B | 1 | 2026-03-31 | → |
| 93 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | $72.22B | $177.71B | 1,022 | 2026-06-30 | → |
| 94 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $72.16B | $76.41B | 207 | 2026-03-31 | → |
| 95 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $71.80B | $93.47B | 157 | 2026-06-30 | → |
| 96 | TIAA-CREF TUITION FINANCING, INC. | 108580 | $70.51B | $70.51B | 65 | 2026-06-30 | → |
| 97 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $69.32B | $140.25B | 508 | 2026-06-30 | → |
| 98 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $68.36B | $144.00B | 1,583 | 2026-05-31 | → |
| 99 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $67.85B | $70.45B | 677 | 2026-03-31 | → |
| 100 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $67.21B | $184.99B | 137 | 2026-06-30 | → |
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