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 | |
|---|---|---|---|---|---|---|---|
| 801 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $3.30B | $10.24B | 73 | 2026-03-31 | → |
| 802 | CINVEN, INC. | 323534 | $3.28B | $3.28B | 20 | 2026-03-31 | → |
| 803 | EP WEALTH ADVISORS, LLC. | 111147 | $3.26B | $45.15B | 618 | 2026-04-30 | → |
| 804 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | $3.26B | $8.25B | 11 | 2026-03-31 | → |
| 805 | GREENHAVEN ASSOCIATES INC | 104729 | $3.24B | $11.66B | 7 | 2026-02-28 | → |
| 806 | ANCORA ADVISORS LLC | 124674 | $3.22B | $4.61B | 46 | 2026-03-31 | → |
| 807 | LINCOLN ADVISORY GROUP, LLC | 114003 | $3.22B | $3.22B | 11 | 2026-03-31 | → |
| 808 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $3.22B | $14.23B | 137 | 2026-06-30 | → |
| 809 | DANA INVESTMENT ADVISORS INC | 105879 | $3.19B | $6.08B | 60 | 2026-03-31 | → |
| 810 | LYRICAL ASSET MANAGEMENT LP | 148267 | $3.19B | $7.37B | 30 | 2026-03-31 | → |
| 811 | CVC CREDIT PARTNERS, LLC | 138528 | $3.18B | $61.63B | 153 | 2026-05-31 | → |
| 812 | FAMILY MANAGE LLC | 104951 | $3.18B | $5.31B | 23 | 2026-04-30 | → |
| 813 | EHLERS INVESTMENT PARTNERS, LLC | 146385 | $3.17B | $3.17B | 13 | 2025-09-30 | → |
| 814 | DIMENSION CAPITAL MANAGEMENT LLC | 109380 | $3.17B | $7.29B | 50 | 2026-03-31 | → |
| 815 | MORANT WRIGHT MANAGEMENT LIMITED | 138189 | $3.16B | $7.43B | 12 | 2025-11-30 | → |
| 816 | E.P.G., INCORPORATED | 106821 | $3.16B | $3.20B | 11 | 2026-03-31 | → |
| 817 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $3.15B | $9.89B | 44 | 2026-06-30 | → |
| 818 | &PARTNERS | 3767 | $3.14B | $30.27B | 703 | 2026-06-30 | → |
| 819 | MARCUARD FAMILY OFFICE LTD | 155003 | $3.14B | $8.66B | 36 | 2026-04-30 | → |
| 820 | GLOBEFLEX CAPITAL LP | 106417 | $3.12B | $4.60B | 26 | 2026-03-31 | → |
| 821 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | $3.12B | $17.26B | 68 | 2026-04-30 | → |
| 822 | ARISTEIA CAPITAL, LLC | 135986 | $3.11B | $13.73B | 65 | 2026-03-31 | → |
| 823 | VOLEON CAPITAL MANAGEMENT LP | 147443 | $3.11B | $29.38B | 158 | 2026-05-31 | → |
| 824 | MIDLAND WEALTH ADVISORS, LLC | 324997 | $3.10B | $3.16B | 32 | 2026-04-30 | → |
| 825 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $3.10B | $10.79B | 221 | 2026-05-31 | → |
| 826 | FAIRCOURT PARTNERS, LLC | 295508 | $3.09B | $3.12B | 4 | 2026-05-31 | → |
| 827 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $3.09B | $14.43B | 158 | 2026-03-31 | → |
| 828 | FIRST MANHATTAN CO. LLC | 325281 | $3.08B | $38.09B | 147 | 2026-04-30 | → |
| 829 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | $3.08B | $5.15B | 119 | 2026-06-30 | → |
| 830 | CALLAN FAMILY OFFICE, LLC | 317446 | $3.07B | $10.21B | 49 | 2026-03-31 | → |
| 831 | BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | $3.07B | $5.19B | 8 | 2026-03-31 | → |
| 832 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $3.06B | $14.20B | 79 | 2026-03-31 | → |
| 833 | JAMES HAMBRO & PARTNERS LLP | 286283 | $3.06B | $10.56B | 166 | 2025-11-30 | → |
| 834 | ALESCO ADVISORS, LLC, AN ESL COMPANY | 339091 | $3.05B | $5.61B | 26 | 2026-04-30 | → |
| 835 | EMERALD ADVISERS, LLC | 107496 | $3.05B | $3.30B | 35 | 2026-03-31 | → |
| 836 | MCMORGAN & COMPANY LLC | 115060 | $3.05B | $7.61B | 26 | 2026-03-31 | → |
| 837 | PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | $3.05B | $4.79B | 22 | 2025-03-31 | → |
| 838 | COMPASS GROUP MANAGEMENT LLC | 168422 | $3.04B | $3.04B | 25 | 2026-03-31 | → |
| 839 | ALTES CAPITAL, LLC | 331481 | $3.04B | $3.19B | 7 | 2026-03-31 | → |
| 840 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | $3.04B | $4.40B | 12 | 2026-03-31 | → |
| 841 | WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | $3.03B | $5.52B | 17 | 2026-03-31 | → |
| 842 | DISCIPLINA CAPITAL MANAGEMENT, LLC | 167295 | $3.03B | $3.06B | 11 | 2026-03-31 | → |
| 843 | IMA ADVISORY SERVICES, INC. | 112091 | $3.03B | $3.90B | 50 | 2026-05-31 | → |
| 844 | PARADIGM GLOBAL INVESTORS, LLC | 338287 | $3.03B | $3.03B | 4 | 2026-03-31 | → |
| 845 | TRB WEALTH MANAGEMENT, LLC | 309370 | $3.03B | $3.74B | 15 | 2026-03-31 | → |
| 846 | OPPENHEIMER & CO. INC. | 249 | $3.02B | $36.71B | 2,806 | 2026-06-30 | → |
| 847 | BPS CAPITAL MANAGEMENT, INC. | 120006 | $3.02B | $3.10B | 5 | 2026-01-31 | → |
| 848 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | $3.02B | $3.03B | 19 | 2026-03-31 | → |
| 849 | ADVUS FINANCIAL PARTNERS, LLC | 311990 | $3.00B | $3.97B | 16 | 2026-06-30 | → |
| 850 | SPARX ASSET MANAGEMENT CO., LTD. | 134747 | $3.00B | $11.71B | 145 | 2026-06-30 | → |
| 851 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $3.00B | $5.02B | 43 | 2026-05-31 | → |
| 852 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $3.00B | $33.49B | 39 | 2026-06-30 | → |
| 853 | WESTFULLER ADVISORS, LLC | 155054 | $2.99B | $3.37B | 23 | 2026-03-31 | → |
| 854 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | $2.97B | $4.21B | 22 | 2026-03-31 | → |
| 855 | ONE CAPITAL MANAGEMENT, LLC | 114861 | $2.97B | $8.53B | 103 | 2026-06-30 | → |
| 856 | NASSAU CORAMERICA LLC | 334332 | $2.97B | $3.22B | 6 | 2026-03-31 | → |
| 857 | IWC INVESTMENT PARTNERS A/S | 287869 | $2.95B | $2.95B | 30 | 2026-03-31 | → |
| 858 | THREE BELL CAPITAL LLC | 159736 | $2.95B | $5.05B | 22 | 2026-06-30 | → |
| 859 | OCTOPUS RENEWABLES LTD. | 326704 | $2.93B | $6.40B | 159 | 2025-07-31 | → |
| 860 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $2.92B | $16.09B | 314 | 2026-06-30 | → |
| 861 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $2.92B | $7.90B | 41 | 2026-03-31 | → |
| 862 | FLEXPATH STRATEGIES LLC | 174306 | $2.91B | $2.91B | 5 | 2026-06-30 | → |
| 863 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | 105461 | $2.89B | $2.96B | 5 | 2026-03-31 | → |
| 864 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $2.89B | $7.00B | 39 | 2026-06-30 | → |
| 865 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | $2.86B | $7.27B | 28 | 2026-03-31 | → |
| 866 | OFFIT CAPITAL ADVISORS LLC | 144474 | $2.84B | $20.60B | 82 | 2026-03-31 | → |
| 867 | SENDERO WEALTH MANAGEMENT, LLC | 145594 | $2.84B | $6.51B | 41 | 2026-03-31 | → |
| 868 | BRICK CAPITAL MANAGEMENT INC | 107600 | $2.84B | $2.84B | 1 | 2026-03-31 | → |
| 869 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | 114922 | $2.84B | $2.84B | 0 | 2026-03-31 | → |
| 870 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | 165895 | $2.83B | $2.83B | 5 | 2026-04-30 | → |
| 871 | JOHN W. BRISTOL & CO., INC. | 105597 | $2.83B | $7.07B | 18 | 2026-03-31 | → |
| 872 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $2.82B | $13.76B | 26 | 2026-03-31 | → |
| 873 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | 328876 | $2.82B | $2.82B | 9 | 2026-03-31 | → |
| 874 | COMPLUS ASSET MANAGEMENT (UK) LIMITED | 329571 | $2.81B | $5.87B | 5 | 2026-03-31 | → |
| 875 | COMPLUS ASSET MANAGEMENT LIMITED | 173003 | $2.81B | $5.87B | 35 | 2026-03-31 | → |
| 876 | COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 319703 | $2.81B | $5.87B | 10 | 2026-03-31 | → |
| 877 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $2.81B | $24.85B | 200 | 2026-05-31 | → |
| 878 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $2.81B | $120.70B | 364 | 2026-03-31 | → |
| 879 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | $2.80B | $10.53B | 52 | 2026-03-31 | → |
| 880 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | $2.80B | $5.16B | 223 | 2026-06-30 | → |
| 881 | VETA INVESTMENT PARTNERS, LLC | 309023 | $2.79B | $2.79B | 10 | 2026-05-31 | → |
| 882 | INVESTCORP INVESTMENT SOLUTIONS LLC | 314925 | $2.79B | $2.79B | 6 | 2025-09-30 | → |
| 883 | STONE HILL FIDUCIARY MANAGEMENT, LLC | 164981 | $2.79B | $2.79B | 3 | 2026-03-31 | → |
| 884 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $2.78B | $23.84B | 110 | 2026-06-30 | → |
| 885 | DSM CAPITAL PARTNERS LLC | 113609 | $2.78B | $7.56B | 25 | 2026-05-31 | → |
| 886 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $2.78B | $14.59B | 132 | 2026-05-31 | → |
| 887 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $2.77B | $21.33B | 129 | 2026-03-31 | → |
| 888 | KEYWISE CAPITAL MANAGEMENT (HK) LIMITED | 160593 | $2.76B | $2.89B | 18 | 2026-03-31 | → |
| 889 | THIRD POINT LLC | 137927 | $2.75B | $28.73B | 143 | 2026-05-31 | → |
| 890 | RYAN ALM ADVISERS, LLC | 135781 | $2.75B | $2.75B | 4 | 2026-01-31 | → |
| 891 | BMO ASSET MANAGEMENT CORP. | 106466 | $2.75B | $6.18B | 5 | 2026-04-30 | → |
| 892 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | 107367 | $2.75B | $4.76B | 79 | 2026-06-30 | → |
| 893 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $2.74B | $23.28B | 155 | 2025-09-30 | → |
| 894 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $2.74B | $7.62B | 42 | 2026-03-31 | → |
| 895 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $2.73B | $10.66B | 68 | 2026-06-30 | → |
| 896 | ZHANG FINANCIAL LLC | 159257 | $2.73B | $8.37B | 50 | 2026-03-31 | → |
| 897 | ALESCO ADVISORS LLC | 108590 | $2.73B | $4.81B | 27 | 2025-03-31 | → |
| 898 | BAKER STREET ADVISORS, LLC | 128066 | $2.73B | $20.77B | 63 | 2026-03-31 | → |
| 899 | ASSET MANAGEMENT ONE USA INC. | 108982 | $2.71B | $2.90B | 32 | 2026-05-31 | → |
| 900 | STARBOARD VALUE LP | 156943 | $2.70B | $8.15B | 44 | 2026-03-31 | → |
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