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 | |
|---|---|---|---|---|---|---|---|
| 101 | NB ALTERNATIVES ADVISERS LLC | 149822 | $66.46B | $160.24B | 417 | 2026-03-31 | → |
| 102 | MEEDER PUBLIC FUNDS, INC. | 106816 | $66.36B | $70.16B | 77 | 2026-06-30 | → |
| 103 | MACKAY SHIELDS LLC | 107717 | $64.86B | $159.52B | 206 | 2026-04-30 | → |
| 104 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $64.70B | $80.27B | 89 | 2026-03-31 | → |
| 105 | FIDUCIENT ADVISORS LLC | 106720 | $64.41B | $97.54B | 210 | 2026-03-31 | → |
| 106 | LSV ASSET MANAGEMENT | 109918 | $64.22B | $104.25B | 45 | 2026-03-31 | → |
| 107 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $63.98B | $88.80B | 217 | 2026-03-31 | → |
| 108 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $62.79B | $394.07B | 4,322 | 2026-04-30 | → |
| 109 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $62.29B | $159.86B | 231 | 2026-03-31 | → |
| 110 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $61.80B | $62.67B | 239 | 2026-05-31 | → |
| 111 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $61.62B | $69.23B | 186 | 2026-03-31 | → |
| 112 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $61.48B | $113.59B | 1,311 | 2026-03-31 | → |
| 113 | JANUS HENDERSON INVESTORS US LLC | 104652 | $61.20B | $380.43B | 1,013 | 2026-06-30 | → |
| 114 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $61.09B | $139.88B | 15 | 2026-06-30 | → |
| 115 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $61.00B | $177.46B | 375 | 2026-05-31 | → |
| 116 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $59.81B | $82.99B | 99 | 2026-03-31 | → |
| 117 | CIBC ASSET MANAGEMENT INC. | 106508 | $59.26B | $162.84B | 478 | 2026-06-30 | → |
| 118 | IFM INVESTORS PTY LTD | 162754 | $59.08B | $152.93B | 717 | 2025-11-30 | → |
| 119 | JENNISON ASSOCIATES LLC | 107959 | $58.81B | $214.84B | 360 | 2026-03-31 | → |
| 120 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $57.53B | $59.78B | 78 | 2026-04-30 | → |
| 121 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $56.80B | $65.07B | 51 | 2026-01-31 | → |
| 122 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $55.90B | $5.69T | 1,427 | 2026-03-31 | → |
| 123 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $55.57B | $85.59B | 155 | 2026-06-30 | → |
| 124 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 144533 | $54.85B | $399.90B | 2,593 | 2026-06-30 | → |
| 125 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $54.77B | $97.82B | 248 | 2026-06-30 | → |
| 126 | USI ADVISORS, INC. | 108113 | $54.70B | $56.28B | 79 | 2026-03-31 | → |
| 127 | APG ASSET MANAGEMENT US, INC | 160795 | $54.37B | $141.33B | 183 | 2026-03-31 | → |
| 128 | PINEBRIDGE INVESTMENTS LLC | 285211 | $54.05B | $76.73B | 239 | 2026-05-31 | → |
| 129 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | $53.74B | $671.42B | 18,895 | 2026-06-30 | → |
| 130 | DWS INTERNATIONAL GMBH | 105075 | $53.67B | $228.87B | 703 | 2026-05-31 | → |
| 131 | CUSOURCE, LLC | 44970 | $52.37B | $52.37B | 7 | 2026-03-31 | → |
| 132 | ARES MANAGEMENT LLC | 130074 | $52.33B | $458.82B | 3,990 | 2026-05-31 | → |
| 133 | PGIM LIMITED | 160005 | $51.11B | $76.45B | 299 | 2026-03-31 | → |
| 134 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $50.51B | $184.81B | 210 | 2026-01-31 | → |
| 135 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $49.90B | $51.63B | 711 | 2026-03-31 | → |
| 136 | PNC CAPITAL ADVISORS LLC | 151829 | $49.65B | $50.88B | 258 | 2026-03-31 | → |
| 137 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $49.28B | $56.28B | 413 | 2026-03-31 | → |
| 138 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $49.18B | $178.01B | 471 | 2026-04-30 | → |
| 139 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $48.27B | $66.46B | 90 | 2026-06-30 | → |
| 140 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $47.70B | $69.79B | 255 | 2026-03-31 | → |
| 141 | FISHER ASSET MANAGEMENT, LLC | 107342 | $47.59B | $386.67B | 4,369 | 2026-04-30 | → |
| 142 | BUCK GLOBAL, LLC | 108695 | $47.44B | $47.61B | 625 | 2025-03-31 | → |
| 143 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $47.23B | $81.18B | 431 | 2026-05-31 | → |
| 144 | NLG CAPITAL, LLC | 109396 | $46.55B | $46.55B | 54 | 2026-03-31 | → |
| 145 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $46.19B | $154.66B | 598 | 2026-03-31 | → |
| 146 | PICTET ASSET MANAGEMENT SA | 140074 | $45.79B | $330.70B | 549 | 2026-06-30 | → |
| 147 | NINETY ONE UK LIMITED | 158310 | $45.45B | $130.19B | 439 | 2026-06-30 | → |
| 148 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $45.31B | $144.04B | 778 | 2026-06-30 | → |
| 149 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | $44.65B | $260.22B | 399 | 2026-03-31 | → |
| 150 | SEGAL ADVISORS, INC. | 114687 | $44.40B | $50.15B | 112 | 2026-03-31 | → |
| 151 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $43.86B | $390.04B | 9,675 | 2026-06-30 | → |
| 152 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $43.26B | $135.09B | 1,715 | 2026-03-31 | → |
| 153 | CONCORD ADVISORY GROUP LTD | 107291 | $43.25B | $46.19B | 34 | 2026-03-31 | → |
| 154 | AXA INVESTMENT MANAGERS US INC | 113608 | $43.24B | $79.24B | 167 | 2026-03-31 | → |
| 155 | CERITY PARTNERS LLC | 151559 | $41.47B | $161.68B | 1,529 | 2026-06-30 | → |
| 156 | CENTERBRIDGE PARTNERS, L.P. | 157359 | $40.62B | $79.86B | 280 | 2026-06-30 | → |
| 157 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $40.25B | $40.25B | 193 | 2026-04-30 | → |
| 158 | MEAG NEW YORK CORPORATION | 321962 | $39.93B | $44.87B | 46 | 2026-05-31 | → |
| 159 | DIMENSIONAL FUND ADVISORS LP | 106482 | $39.85B | $1.02T | 1,168 | 2026-03-31 | → |
| 160 | AMERICAN BEACON ADVISORS, INC. | 105552 | $39.81B | $59.93B | 121 | 2026-03-31 | → |
| 161 | MARQUETTE ASSOCIATES, INC. | 21572 | $39.79B | $47.06B | 147 | 2026-05-31 | → |
| 162 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $39.65B | $150.40B | 254 | 2026-03-31 | → |
| 163 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $39.50B | $941.02B | 222 | 2026-03-31 | → |
| 164 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $39.46B | $39.46B | 62 | 2026-03-31 | → |
| 165 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $38.77B | $38.77B | 859 | 2026-03-31 | → |
| 166 | HPS INVESTMENT PARTNERS, LLC | 282125 | $38.74B | $175.72B | 826 | 2026-05-31 | → |
| 167 | CHANDLER ASSET MANAGEMENT INC | 107287 | $38.01B | $45.31B | 54 | 2026-03-31 | → |
| 168 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | $37.70B | $37.70B | 31 | 2026-03-31 | → |
| 169 | VOYA RETIREMENT ADVISORS, LLC | 3989 | $37.47B | $37.47B | 121 | 2026-03-31 | → |
| 170 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $37.38B | $50.42B | 122 | 2026-03-31 | → |
| 171 | NUMERIC INVESTORS LLC | 131684 | $37.24B | $94.40B | 54 | 2026-04-30 | → |
| 172 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $36.98B | $37.50B | 195 | 2026-03-31 | → |
| 173 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | $36.81B | $41.56B | 70 | 2026-03-31 | → |
| 174 | J.P. MORGAN SECURITIES LLC | 79 | $36.76B | $429.69B | 8,703 | 2026-06-30 | → |
| 175 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $36.54B | $40.90B | 151 | 2026-05-31 | → |
| 176 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $36.19B | $280.48B | 381 | 2026-03-31 | → |
| 177 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $36.15B | $38.61B | 244 | 2026-03-31 | → |
| 178 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $35.58B | $65.44B | 157 | 2026-05-31 | → |
| 179 | BROWN ADVISORY LLC | 110181 | $35.54B | $124.31B | 782 | 2026-03-31 | → |
| 180 | PANTHEON VENTURES (US) LP | 153425 | $35.42B | $87.69B | 129 | 2026-03-31 | → |
| 181 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | $35.07B | $35.09B | 10 | 2026-03-31 | → |
| 182 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $35.05B | $228.04B | 267 | 2026-03-31 | → |
| 183 | LPL FINANCIAL LLC | 6413 | $34.95B | $819.12B | 41,879 | 2026-06-30 | → |
| 184 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $34.91B | $59.04B | 94 | 2026-03-31 | → |
| 185 | GOLDMAN SACHS & CO. LLC | 361 | $34.76B | $133.64B | 2,268 | 2026-06-30 | → |
| 186 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $34.57B | $50.44B | 161 | 2026-06-30 | → |
| 187 | 55I, LLC | 286620 | $34.48B | $36.74B | 86 | 2026-06-30 | → |
| 188 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $33.92B | $187.60B | 930 | 2026-03-31 | → |
| 189 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $33.58B | $183.29B | 905 | 2026-05-31 | → |
| 190 | CALLAN LLC | 107687 | $33.25B | $41.94B | 202 | 2026-03-31 | → |
| 191 | PANAGORA ASSET MANAGEMENT INC | 105201 | $33.08B | $44.13B | 110 | 2026-03-31 | → |
| 192 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $33.03B | $104.49B | 212 | 2026-05-31 | → |
| 193 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $33.01B | $42.29B | 30 | 2026-04-30 | → |
| 194 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $32.40B | $96.77B | 102 | 2026-03-31 | → |
| 195 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $32.34B | $66.67B | 162 | 2026-03-31 | → |
| 196 | SVB ASSET MANAGEMENT | 124567 | $32.32B | $32.32B | 24 | 2026-03-31 | → |
| 197 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $32.30B | $52.63B | 254 | 2026-03-31 | → |
| 198 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $32.11B | $49.31B | 133 | 2026-04-30 | → |
| 199 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $31.91B | $35.51B | 94 | 2026-03-31 | → |
| 200 | MACKENZIE FINANCIAL CORPORATION | 110338 | $31.55B | $194.88B | 1,362 | 2026-03-31 | → |
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