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 | |
|---|---|---|---|---|---|---|---|
| 901 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $2.69B | $11.49B | 78 | 2026-03-31 | → |
| 902 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 110986 | $2.69B | $6.84B | 74 | 2026-06-30 | → |
| 903 | EXPAND FINANCIAL, LLC | 152515 | $2.69B | $2.77B | 6 | 2026-03-31 | → |
| 904 | 36 NORTH CAPITAL MANAGEMENT, LLC | 317557 | $2.67B | $2.67B | 4 | 2026-02-28 | → |
| 905 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $2.67B | $14.38B | 39 | 2026-03-31 | → |
| 906 | ADVANCED PORTFOLIO MANAGEMENT, LLC | 138769 | $2.66B | $2.70B | 18 | 2026-03-31 | → |
| 907 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | $2.65B | $2.93B | 9 | 2026-03-31 | → |
| 908 | GAMCO ASSET MANAGEMENT INC. | 104950 | $2.65B | $11.69B | 120 | 2026-03-31 | → |
| 909 | R SQUARED BM LLC | 308920 | $2.65B | $3.35B | 15 | 2026-03-31 | → |
| 910 | THOMAS MILL ADVISORS LLC | 309304 | $2.64B | $2.64B | 1 | 2025-03-31 | → |
| 911 | RETIREMENT PLAN ADVISORS, LLC | 122758 | $2.64B | $3.54B | 47 | 2026-03-31 | → |
| 912 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $2.63B | $324.65B | 714 | 2026-05-31 | → |
| 913 | EAGLE ASSET MANAGEMENT INC | 110653 | $2.63B | $60.65B | 77 | 2026-06-30 | → |
| 914 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 309550 | $2.62B | $3.88B | 58 | 2026-04-30 | → |
| 915 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $2.60B | $8.01B | 45 | 2026-06-30 | → |
| 916 | IPEX, INC. | 124337 | $2.60B | $2.65B | 3 | 2026-06-30 | → |
| 917 | FRED ALGER MANAGEMENT, LLC | 106750 | $2.60B | $26.14B | 98 | 2026-05-31 | → |
| 918 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $2.59B | $48.84B | 255 | 2026-06-30 | → |
| 919 | OAKMONT CAPITAL MANAGEMENT, LLC | 128939 | $2.59B | $3.09B | 19 | 2026-03-31 | → |
| 920 | ATLANTIC CAPITAL STRATEGIES, INC. | 146725 | $2.57B | $2.57B | 2 | 2026-03-31 | → |
| 921 | SIMPLICITY WEALTH LLC | 300572 | $2.56B | $4.27B | 424 | 2026-04-30 | → |
| 922 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $2.54B | $33.37B | 47 | 2026-03-31 | → |
| 923 | CHILTON INVESTMENT SERVICES, LLC | 159306 | $2.54B | $8.15B | 70 | 2026-03-31 | → |
| 924 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $2.54B | $9.14B | 54 | 2026-03-31 | → |
| 925 | GILDER GAGNON HOWE & CO. LLC | 2002 | $2.54B | $12.12B | 84 | 2026-03-31 | → |
| 926 | ALPHA WAVE GLOBAL, LP | 160894 | $2.54B | $26.66B | 113 | 2026-03-31 | → |
| 927 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $2.53B | $10.94B | 51 | 2026-03-31 | → |
| 928 | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | 123898 | $2.53B | $3.49B | 16 | 2026-03-31 | → |
| 929 | ICON INFRASTRUCTURE NORTH AMERICA INC. | 306800 | $2.52B | $2.52B | 17 | 2026-06-30 | → |
| 930 | DONALD SMITH & CO., INC. | 104947 | $2.52B | $5.60B | 11 | 2026-03-31 | → |
| 931 | MAS ADVISORS LLC | 165906 | $2.51B | $2.56B | 13 | 2026-03-31 | → |
| 932 | SUMMIT FINANCIAL, LLC | 299322 | $2.51B | $22.47B | 490 | 2026-03-31 | → |
| 933 | MULTNOMAH GROUP, INC. | 132131 | $2.50B | $2.67B | 21 | 2026-03-31 | → |
| 934 | LCG ASSOCIATES, INC. | 105971 | $2.50B | $2.61B | 58 | 2026-03-31 | → |
| 935 | ANDERSEN TAX LLC | 124205 | $2.50B | $6.35B | 2,061 | 2026-03-31 | → |
| 936 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $2.49B | $10.18B | 32 | 2026-03-31 | → |
| 937 | FIDUCIARY MANAGEMENT, INC. | 109149 | $2.48B | $11.36B | 25 | 2026-06-30 | → |
| 938 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $2.48B | $10.47B | 42 | 2026-03-31 | → |
| 939 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $2.48B | $8.93B | 34 | 2026-04-30 | → |
| 940 | FIDUCIARY FIRST, LLC | 150330 | $2.46B | $2.46B | 7 | 2026-03-31 | → |
| 941 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | $2.45B | $146.29B | 365 | 2026-05-31 | → |
| 942 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | $2.45B | $7.13B | 47 | 2026-03-31 | → |
| 943 | BSP NY LLC | 128557 | $2.45B | $14.24B | 18 | 2026-03-31 | → |
| 944 | ORGEL WEALTH MANAGEMENT, LLC | 168219 | $2.45B | $9.55B | 79 | 2026-03-31 | → |
| 945 | CONCURRENT ASSET MANAGEMENT, LLC | 330657 | $2.44B | $2.49B | 3 | 2026-06-30 | → |
| 946 | INFRARED CAPITAL PARTNERS (US) LLC | 310401 | $2.44B | $2.44B | 28 | 2026-03-31 | → |
| 947 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 155680 | $2.44B | $46.63B | 523 | 2026-04-30 | → |
| 948 | TWO SIGMA INVESTMENTS, LP | 137137 | $2.43B | $232.82B | 1,555 | 2026-03-31 | → |
| 949 | SOFINNOVA INVESTMENTS, INC. | 160297 | $2.43B | $5.37B | 41 | 2026-03-31 | → |
| 950 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $2.43B | $28.66B | 37 | 2026-03-31 | → |
| 951 | D.F. DENT AND COMPANY, INC. | 105179 | $2.42B | $7.88B | 31 | 2026-06-30 | → |
| 952 | JV MANAGEMENT LLC | 313398 | $2.42B | $4.98B | 25 | 2026-05-31 | → |
| 953 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $2.41B | $7.58B | 236 | 2026-05-31 | → |
| 954 | TIEDEMANN ADVISORS, LLC | 147189 | $2.41B | $31.01B | 182 | 2026-04-30 | → |
| 955 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $2.41B | $10.58B | 30 | 2026-06-30 | → |
| 956 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | $2.41B | $2.89B | 14 | 2026-03-31 | → |
| 957 | HIGHLAND CAPITAL MANAGEMENT, LLC | 104842 | $2.41B | $3.83B | 21 | 2026-03-31 | → |
| 958 | K2/D&S MANAGEMENT CO., L.L.C. | 123826 | $2.39B | $6.53B | 30 | 2026-04-30 | → |
| 959 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | $2.38B | $2.65B | 15 | 2026-03-31 | → |
| 960 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $2.38B | $12.22B | 34 | 2026-03-31 | → |
| 961 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $2.37B | $19.78B | 103 | 2025-12-31 | → |
| 962 | AQUAMARINE FINANCIAL (CAYMAN) LTD | 335337 | $2.37B | $5.76B | 5 | 2026-06-30 | → |
| 963 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $2.36B | $7.57B | 261 | 2026-06-30 | → |
| 964 | TRG MANAGEMENT LP | 138083 | $2.36B | $6.72B | 102 | 2026-03-31 | → |
| 965 | MARTINGALE ASSET MANAGEMENT LP | 108526 | $2.35B | $4.18B | 25 | 2026-03-31 | → |
| 966 | MISSION PRIME LLC | 318328 | $2.35B | $2.35B | 2 | 2026-06-30 | → |
| 967 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $2.34B | $23.32B | 47 | 2026-03-31 | → |
| 968 | DALTON INVESTMENTS, INC. | 308609 | $2.34B | $5.72B | 46 | 2026-03-31 | → |
| 969 | URBAN INVESTMENT ADVISORS, INC., | 222524 | $2.33B | $2.45B | 3 | 2026-06-30 | → |
| 970 | SKY HARBOR CAPITAL MANAGEMENT, LLC | 159020 | $2.33B | $3.88B | 19 | 2025-03-31 | → |
| 971 | MILLIMAN ADVISORS, LLC | 112245 | $2.32B | $2.32B | 1 | 2026-06-30 | → |
| 972 | IMPERIAL FUND ASSET MANAGEMENT LLC | 317525 | $2.32B | $6.84B | 12 | 2026-06-30 | → |
| 973 | WHITETAIL ROCK CAPITAL MANAGEMENT, LLC | 156675 | $2.31B | $3.28B | 3 | 2026-03-31 | → |
| 974 | MARINER INSTITUTIONAL, LLC | 111964 | $2.31B | $2.82B | 148 | 2026-06-30 | → |
| 975 | INVESTMENT CONSULTING GROUP INC | 106967 | $2.31B | $2.84B | 6 | 2026-03-31 | → |
| 976 | RETIREMENT RESOURCES INVESTMENT CORPORATION | 47723 | $2.29B | $2.44B | 7 | 2026-04-30 | → |
| 977 | GAMMA INVESTING LLC | 312573 | $2.28B | $2.28B | 7 | 2026-03-31 | → |
| 978 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $2.28B | $30.48B | 193 | 2026-03-31 | → |
| 979 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | $2.27B | $14.57B | 137 | 2026-05-31 | → |
| 980 | MAN SOLUTIONS LIMITED | 108899 | $2.27B | $57.51B | 59 | 2026-06-30 | → |
| 981 | PROPHET CAPITAL ASSET MANAGEMENT LP | 150683 | $2.27B | $4.20B | 16 | 2026-04-30 | → |
| 982 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $2.27B | $25.82B | 119 | 2026-06-30 | → |
| 983 | PERFORMA LIMITED (US), LLC | 154232 | $2.27B | $4.49B | 18 | 2026-06-30 | → |
| 984 | FIL INVESTMENT ADVISORS | 111103 | $2.24B | $8.65B | 7 | 2026-03-31 | → |
| 985 | BIENVILLE CAPITAL MANAGEMENT, LLC | 149320 | $2.24B | $4.45B | 27 | 2026-03-31 | → |
| 986 | RATSON ADVISORY LLC | 330091 | $2.24B | $2.39B | 2 | 2026-02-28 | → |
| 987 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $2.21B | $30.25B | 30 | 2026-03-31 | → |
| 988 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $2.21B | $5.60B | 20 | 2026-03-31 | → |
| 989 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | 319289 | $2.20B | $3.83B | 9 | 2026-05-31 | → |
| 990 | IPG INVESTMENT ADVISORS, LLC | 152990 | $2.20B | $4.14B | 39 | 2026-03-31 | → |
| 991 | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | 311808 | $2.20B | $2.72B | 25 | 2026-04-30 | → |
| 992 | CAIN INTERNATIONAL ADVISERS LIMITED | 290217 | $2.20B | $2.77B | 92 | 2026-03-31 | → |
| 993 | ELDRIDGE CREDIT ADVISERS, LLC | 155736 | $2.18B | $8.46B | 292 | 2026-05-31 | → |
| 994 | GOELZER INVESTMENT MANAGEMENT, INC. | 44402 | $2.16B | $4.51B | 34 | 2026-03-31 | → |
| 995 | PINNACLE PENSION CONSULTANTS LLC | 133442 | $2.16B | $2.17B | 3 | 2026-03-31 | → |
| 996 | SELLWOOD INVESTMENT PARTNERS LLC | 164696 | $2.15B | $2.28B | 16 | 2026-06-30 | → |
| 997 | STAIRWAY PARTNERS, LLC | 133157 | $2.15B | $2.36B | 5 | 2026-01-31 | → |
| 998 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $2.14B | $11.94B | 105 | 2026-03-31 | → |
| 999 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $2.13B | $8.71B | 24 | 2026-03-31 | → |
| 1000 | STEEPROCK CAPITAL II LLC | 172775 | $2.13B | $2.63B | 12 | 2026-06-30 | → |
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