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 | |
|---|---|---|---|---|---|---|---|
| 501 | ETHIC INC. | 282827 | $7.65B | $7.82B | 76 | 2026-03-31 | → |
| 502 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $7.64B | $117.24B | 139 | 2026-02-28 | → |
| 503 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $7.64B | $20.18B | 33 | 2026-04-30 | → |
| 504 | INTELLICENTS INVESTMENT SOLUTIONS INC | 107498 | $7.59B | $9.92B | 80 | 2026-06-30 | → |
| 505 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $7.58B | $19.09B | 140 | 2026-01-31 | → |
| 506 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $7.56B | $18.81B | 140 | 2026-03-31 | → |
| 507 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | $7.54B | $15.33B | 60 | 2026-03-31 | → |
| 508 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $7.51B | $13.84B | 92 | 2026-03-31 | → |
| 509 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | $7.48B | $8.55B | 22 | 2026-03-31 | → |
| 510 | SCHRODER INVESTMENT MANAGEMENT (JAPAN) LIMITED | 306616 | $7.47B | $11.01B | 81 | 2026-05-31 | → |
| 511 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $7.45B | $12.85B | 46 | 2026-03-31 | → |
| 512 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $7.41B | $36.93B | 64 | 2026-03-31 | → |
| 513 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $7.40B | $40.58B | 103 | 2026-03-31 | → |
| 514 | HAYS FINANCIAL GROUP, LLC | 306877 | $7.35B | $7.45B | 12 | 2026-03-31 | → |
| 515 | TRUSTON ASSET MANAGEMENT CO., LTD. | 161610 | $7.33B | $13.75B | 103 | 2026-02-28 | → |
| 516 | ALLIANT RETIREMENT SERVICES, LLC | 167970 | $7.29B | $7.37B | 30 | 2026-04-30 | → |
| 517 | GC ADVISORS LLC | 148687 | $7.28B | $177.85B | 1,035 | 2026-06-30 | → |
| 518 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $7.27B | $26.76B | 46 | 2026-03-31 | → |
| 519 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | 285366 | $7.20B | $7.26B | 29 | 2026-03-31 | → |
| 520 | CORIENT PRIVATE WEALTH LLC | 319448 | $7.20B | $165.25B | 1,537 | 2026-03-31 | → |
| 521 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $7.16B | $1.72T | 946 | 2026-03-31 | → |
| 522 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | $7.07B | $105.30B | 1,790 | 2026-04-30 | → |
| 523 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | $7.04B | $7.75B | 26 | 2026-03-31 | → |
| 524 | TREXQUANT INVESTMENT LP | 170476 | $7.04B | $13.48B | 167 | 2026-03-31 | → |
| 525 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | $7.03B | $9.18B | 164 | 2026-03-31 | → |
| 526 | ARIEL INVESTMENTS, LLC | 108211 | $6.98B | $12.78B | 109 | 2026-04-30 | → |
| 527 | COOKE & BIELER, L.P. | 113859 | $6.90B | $10.56B | 32 | 2026-03-31 | → |
| 528 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $6.90B | $12.93B | 68 | 2026-03-31 | → |
| 529 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $6.87B | $15.28B | 112 | 2026-03-31 | → |
| 530 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | $6.85B | $6.85B | 18 | 2026-03-31 | → |
| 531 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | $6.85B | $6.85B | 159 | 2026-06-30 | → |
| 532 | WAVERLY ADVISORS, LLC | 115332 | $6.82B | $29.78B | 414 | 2026-06-30 | → |
| 533 | MERCER GLOBAL ADVISORS INC. | 147363 | $6.80B | $84.40B | 1,429 | 2026-05-31 | → |
| 534 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $6.79B | $39.36B | 134 | 2026-03-31 | → |
| 535 | WAFRA INC. | 108673 | $6.78B | $29.04B | 158 | 2026-06-30 | → |
| 536 | ALGERT GLOBAL LLC | 125523 | $6.78B | $10.20B | 24 | 2026-05-31 | → |
| 537 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $6.78B | $8.82B | 58 | 2026-03-31 | → |
| 538 | FOCUS POINT SOLUTIONS, INC | 131195 | $6.78B | $6.78B | 40 | 2025-06-30 | → |
| 539 | GREAT LAKES ADVISORS, LLC | 110757 | $6.75B | $16.16B | 84 | 2026-05-31 | → |
| 540 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | $6.74B | $514.05B | 1,244 | 2026-03-31 | → |
| 541 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $6.64B | $29.73B | 137 | 2026-05-31 | → |
| 542 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | $6.63B | $44.11B | 753 | 2026-05-31 | → |
| 543 | ASSETMARK, INC. | 109018 | $6.62B | $91.76B | 859 | 2026-05-31 | → |
| 544 | BIVIUM CAPITAL PARTNERS, LLC | 134529 | $6.59B | $6.73B | 16 | 2026-05-31 | → |
| 545 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $6.55B | $41.48B | 94 | 2026-06-30 | → |
| 546 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $6.52B | $59.16B | 88 | 2026-05-31 | → |
| 547 | OMNICAP GROUP LLC | 133387 | $6.51B | $6.51B | 15 | 2026-04-30 | → |
| 548 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $6.45B | $33.19B | 7 | 2025-12-31 | → |
| 549 | SMITH SHELLNUT WILSON LLC | 106235 | $6.45B | $6.92B | 16 | 2026-06-30 | → |
| 550 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $6.44B | $23.79B | 26 | 2026-03-31 | → |
| 551 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $6.44B | $23.79B | 0 | 2026-03-31 | → |
| 552 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $6.44B | $23.79B | 6 | 2026-03-31 | → |
| 553 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $6.44B | $23.79B | 34 | 2026-03-31 | → |
| 554 | JOHNSON WEALTH INC. | 125557 | $6.42B | $10.35B | 142 | 2026-03-31 | → |
| 555 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $6.42B | $9.60B | 38 | 2026-03-31 | → |
| 556 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $6.32B | $12.24B | 53 | 2026-03-31 | → |
| 557 | ADVISOR LOGISTICS, LLC | 292784 | $6.29B | $6.29B | 6 | 2026-03-31 | → |
| 558 | NPPG PLAN PROFESSIONALS, LLC | 324646 | $6.27B | $6.27B | 2 | 2026-05-31 | → |
| 559 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $6.27B | $28.64B | 35 | 2026-03-31 | → |
| 560 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $6.24B | $13.78B | 86 | 2026-05-31 | → |
| 561 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | 161684 | $6.24B | $6.35B | 30 | 2026-05-31 | → |
| 562 | AUREUS ASSET MANAGEMENT, LLC | 136674 | $6.23B | $8.40B | 14 | 2026-03-31 | → |
| 563 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $6.21B | $13.24B | 120 | 2026-05-31 | → |
| 564 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $6.18B | $28.33B | 175 | 2026-03-31 | → |
| 565 | SPRINGS CAPITAL (HONG KONG) LIMITED | 168321 | $6.16B | $7.17B | 17 | 2026-06-30 | → |
| 566 | CLEARBRIDGE INC. | 110909 | $6.06B | $7.31B | 4 | 2025-10-31 | → |
| 567 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $6.05B | $3.75T | 1,417 | 2026-05-31 | → |
| 568 | MORGAN STANLEY AIP GP LP | 117050 | $6.05B | $40.85B | 200 | 2026-03-31 | → |
| 569 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $6.00B | $23.85B | 35 | 2026-06-30 | → |
| 570 | HOSKING PARTNERS LLP | 173527 | $5.99B | $6.95B | 28 | 2026-04-30 | → |
| 571 | CAPITAL RESEARCH & CONSULTING LLC | 109868 | $5.99B | $5.99B | 8 | 2026-06-30 | → |
| 572 | BAHL & GAYNOR INC | 106139 | $5.98B | $20.99B | 79 | 2026-02-28 | → |
| 573 | TODD ASSET MANAGEMENT LLC | 109473 | $5.95B | $6.18B | 18 | 2026-03-31 | → |
| 574 | SAVANT CAPITAL, LLC | 107271 | $5.94B | $49.57B | 659 | 2026-04-30 | → |
| 575 | CE INVESTMENT MANAGEMENT, LLC | 299786 | $5.91B | $5.91B | 17 | 2026-03-31 | → |
| 576 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $5.90B | $18.30B | 27 | 2026-03-31 | → |
| 577 | FERMAT CAPITAL MANAGEMENT, LLC | 134099 | $5.89B | $11.14B | 47 | 2026-03-31 | → |
| 578 | MERIT FINANCIAL GROUP, LLC | 142457 | $5.89B | $23.88B | 470 | 2026-06-30 | → |
| 579 | SIGULER GUFF ADVISERS LLC | 106788 | $5.88B | $18.26B | 130 | 2026-03-31 | → |
| 580 | MAINSTREET INVESTMENT ADVISORS LLC | 146615 | $5.85B | $5.86B | 26 | 2026-03-31 | → |
| 581 | HB WEALTH MANAGEMENT, LLC | 316731 | $5.82B | $30.16B | 325 | 2026-05-31 | → |
| 582 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $5.78B | $11.14B | 23 | 2025-09-30 | → |
| 583 | BETTERMENT LLC | 149117 | $5.77B | $69.52B | 794 | 2026-06-30 | → |
| 584 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | $5.76B | $5.87B | 5 | 2026-03-31 | → |
| 585 | LM CAPITAL GROUP, LLC | 120277 | $5.76B | $6.10B | 20 | 2026-03-31 | → |
| 586 | PROCYON ADVISORS, LLC | 288239 | $5.74B | $9.20B | 76 | 2026-05-31 | → |
| 587 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $5.74B | $36.41B | 309 | 2026-03-31 | → |
| 588 | OASIS INVESTMENT STRATEGIES LLC | 152957 | $5.71B | $5.73B | 10 | 2026-03-31 | → |
| 589 | ROCKEFELLER & CO. LLC | 294197 | $5.71B | $36.76B | 602 | 2026-03-31 | → |
| 590 | SKYVIEW INVESTMENT ADVISORS, LLC | 286353 | $5.68B | $8.32B | 21 | 2026-03-31 | → |
| 591 | TRUIST ADVISORY SERVICES, INC. | 283390 | $5.66B | $77.39B | 2,461 | 2026-06-30 | → |
| 592 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | $5.66B | $6.30B | 32 | 2025-09-30 | → |
| 593 | HALL CAPITAL PARTNERS LLC | 106759 | $5.62B | $50.30B | 175 | 2025-03-31 | → |
| 594 | VERATIS ADVISORS, INC. | 117892 | $5.61B | $5.99B | 8 | 2026-03-31 | → |
| 595 | PENTEGRA INVESTORS, INC. | 111503 | $5.60B | $5.60B | 13 | 2026-05-31 | → |
| 596 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | $5.59B | $11.51B | 7 | 2026-03-31 | → |
| 597 | LONGVIEW PARTNERS LLP | 139390 | $5.59B | $11.51B | 39 | 2026-03-31 | → |
| 598 | PLANPILOT, LLC | 160319 | $5.58B | $5.58B | 15 | 2026-02-28 | → |
| 599 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $5.57B | $76.06B | 116 | 2026-03-31 | → |
| 600 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | $5.56B | $6.18B | 45 | 2026-03-31 | → |
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