Research Report · 2026-05-31
Top Registered Investment Advisers for Investment Companies
SEC-registered investment advisers ranked by reported assets from registered investment company clients in ADV Part 1 filings.
Firms
100
Total AUM
$82.74T
Median AUM
$281.60B
Latest Filing
2026-05-31
| Rank↕ | Firm Name | CRD↕ | Investment Company Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | THE VANGUARD GROUP, INC. | 105958 | $11.09T | $11.09T | 1,702 | 2026-05-31 | → |
| 2 | VANGUARD CAPITAL MANAGEMENT, LLC | 338002 | $8.44T | $8.44T | 235 | 2026-05-31 | → |
| 3 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $5.42T | $5.69T | 1,427 | 2026-03-31 | → |
| 4 | BLACKROCK FUND ADVISORS | 105247 | $4.28T | $4.28T | 128 | 2026-05-31 | → |
| 5 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $3.51T | $3.75T | 1,417 | 2026-05-31 | → |
| 6 | VANGUARD PORTFOLIO MANAGEMENT, LLC | 338003 | $2.66T | $2.66T | 105 | 2026-05-31 | → |
| 7 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $1.82T | $3.52T | 3,194 | 2026-05-31 | → |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | $1.64T | $1.74T | 194 | 2026-03-31 | → |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $1.47T | $1.72T | 946 | 2026-03-31 | → |
| 10 | SSGA FUNDS MANAGEMENT, INC. | 111242 | $1.37T | $1.42T | 241 | 2026-03-31 | → |
| 11 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $1.24T | $3.67T | 1,968 | 2026-05-31 | → |
| 12 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $1.18T | $2.20T | 3,760 | 2026-03-31 | → |
| 13 | BLACKROCK ADVISORS, LLC | 106614 | $1.07T | $1.10T | 146 | 2026-05-31 | → |
| 14 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $804.39B | $941.02B | 222 | 2026-03-31 | → |
| 15 | DIMENSIONAL FUND ADVISORS LP | 106482 | $799.10B | $1.02T | 1,168 | 2026-03-31 | → |
| 16 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $777.26B | $2.65T | 2,059 | 2026-05-31 | → |
| 17 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $636.36B | $1.43T | 1,868 | 2026-03-31 | → |
| 18 | MELLON INVESTMENTS CORPORATION | 105764 | $590.62B | $873.87B | 98 | 2026-05-31 | → |
| 19 | FEDERATED INVESTMENT MANAGEMENT COMPANY | 105138 | $590.10B | $590.10B | 106 | 2026-05-31 | → |
| 20 | STRATEGIC ADVISERS LLC | 104555 | $589.44B | $1.37T | 17,112 | 2026-03-31 | → |
| 21 | INVESCO ADVISERS, INC. | 105360 | $459.29B | $749.52B | 2,804 | 2026-03-31 | → |
| 22 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | $436.50B | $514.05B | 1,244 | 2026-03-31 | → |
| 23 | BNY MELLON INVESTMENT ADVISER, INC. | 105642 | $405.79B | $419.46B | 69 | 2026-03-31 | → |
| 24 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $390.90B | $702.25B | 670 | 2026-05-31 | → |
| 25 | FRANKLIN ADVISERS, INC. | 104517 | $368.10B | $509.45B | 384 | 2026-05-31 | → |
| 26 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $347.73B | $364.73B | 162 | 2026-03-31 | → |
| 27 | DFA AUSTRALIA LIMITED | 107621 | $344.59B | $361.60B | 134 | 2026-03-31 | → |
| 28 | PGIM INVESTMENTS LLC | 105670 | $344.45B | $344.84B | 458 | 2026-05-31 | → |
| 29 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $339.94B | $475.78B | 956 | 2026-05-31 | → |
| 30 | DODGE & COX | 104596 | $328.47B | $466.56B | 336 | 2026-04-30 | → |
| 31 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $315.82B | $502.40B | 914 | 2026-05-31 | → |
| 32 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $311.44B | $324.65B | 714 | 2026-05-31 | → |
| 33 | FIRST TRUST ADVISORS LP | 107027 | $297.51B | $309.24B | 542 | 2026-04-30 | → |
| 34 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $294.53B | $1.25T | 662 | 2026-05-31 | → |
| 35 | TIAA-CREF INVESTMENT MANAGEMENT LLC | 107168 | $292.13B | $292.13B | 383 | 2026-03-31 | → |
| 36 | TEACHERS ADVISORS, LLC | 107157 | $278.34B | $436.33B | 383 | 2026-03-31 | → |
| 37 | JANUS HENDERSON INVESTORS US LLC | 104652 | $257.99B | $380.43B | 1,013 | 2026-04-30 | → |
| 38 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $257.09B | $305.98B | 220 | 2026-03-31 | → |
| 39 | JACKSON NATIONAL ASSET MANAGEMENT, LLC | 111079 | $246.30B | $246.30B | 156 | 2026-05-31 | → |
| 40 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $238.50B | $676.69B | 1,589 | 2026-05-31 | → |
| 41 | FIAM LLC | 133196 | $235.06B | $347.73B | 196 | 2026-03-31 | → |
| 42 | PGIM, INC. | 105676 | $215.50B | $1.13T | 1,990 | 2026-04-30 | → |
| 43 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | 105790 | $212.05B | $212.05B | 357 | 2026-03-31 | → |
| 44 | ALLIANCEBERNSTEIN L.P. | 108477 | $208.19B | $763.40B | 4,204 | 2026-03-31 | → |
| 45 | LORD, ABBETT & CO. LLC | 110391 | $206.52B | $270.39B | 821 | 2025-12-31 | → |
| 46 | OLIVE STREET INVESTMENT ADVISERS, LLC | 166710 | $203.76B | $203.76B | 232 | 2026-03-31 | → |
| 47 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $199.76B | $282.71B | 699 | 2026-03-31 | → |
| 48 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $192.71B | $427.48B | 322 | 2026-03-31 | → |
| 49 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $172.51B | $204.18B | 112 | 2026-03-31 | → |
| 50 | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | $166.94B | $167.15B | 67 | 2026-03-31 | → |
| 51 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $157.93B | $394.07B | 4,322 | 2026-04-30 | → |
| 52 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $150.65B | $427.71B | 1,394 | 2026-05-31 | → |
| 53 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC | 147746 | $150.18B | $152.07B | 368 | 2026-03-31 | → |
| 54 | NUVEEN FUND ADVISORS, LLC | 104626 | $147.38B | $186.25B | 137 | 2026-03-31 | → |
| 55 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $145.84B | $228.04B | 267 | 2026-03-31 | → |
| 56 | FRANKLIN TEMPLETON FUND ADVISER, LLC | 140432 | $143.47B | $167.44B | 0 | 2025-12-31 | → |
| 57 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $140.21B | $280.48B | 381 | 2026-03-31 | → |
| 58 | PRIMECAP MANAGEMENT CO | 105516 | $133.45B | $139.34B | 43 | 2026-03-31 | → |
| 59 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | $131.23B | $132.63B | 29 | 2026-03-31 | → |
| 60 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $130.74B | $469.98B | 758 | 2026-03-31 | → |
| 61 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $130.55B | $277.19B | 781 | 2026-03-31 | → |
| 62 | VAN ECK ASSOCIATES CORPORATION | 105080 | $124.72B | $125.61B | 292 | 2026-03-31 | → |
| 63 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $116.18B | $120.70B | 364 | 2026-03-31 | → |
| 64 | JENNISON ASSOCIATES LLC | 107959 | $110.82B | $214.84B | 360 | 2026-03-31 | → |
| 65 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $110.37B | $164.32B | 598 | 2026-01-31 | → |
| 66 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $109.77B | $136.48B | 392 | 2026-05-31 | → |
| 67 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $104.34B | $117.24B | 139 | 2026-02-28 | → |
| 68 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $103.92B | $386.88B | 728 | 2026-03-31 | → |
| 69 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $101.47B | $102.10B | 86 | 2026-03-31 | → |
| 70 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $100.73B | $216.43B | 434 | 2026-03-31 | → |
| 71 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $96.19B | $588.22B | 574 | 2026-03-31 | → |
| 72 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $95.40B | $150.40B | 254 | 2026-03-31 | → |
| 73 | CIBC ASSET MANAGEMENT INC. | 106508 | $93.65B | $162.84B | 478 | 2026-04-30 | → |
| 74 | AST INVESTMENT SERVICES, INC. | 108897 | $91.47B | $91.47B | 42 | 2026-05-31 | → |
| 75 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $90.80B | $183.62B | 496 | 2026-03-31 | → |
| 76 | WISDOMTREE ASSET MANAGEMENT, INC. | 139684 | $88.38B | $88.38B | 175 | 2026-03-31 | → |
| 77 | GQG PARTNERS LLC | 283720 | $87.53B | $163.86B | 227 | 2026-03-31 | → |
| 78 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $87.46B | $110.95B | 147 | 2026-03-31 | → |
| 79 | PROSHARE ADVISORS LLC | 134155 | $85.30B | $85.30B | 98 | 2026-03-31 | → |
| 80 | BOSTON MANAGEMENT AND RESEARCH | 104853 | $82.52B | $154.73B | 203 | 2026-03-31 | → |
| 81 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $82.05B | $184.99B | 137 | 2026-02-28 | → |
| 82 | NATIONWIDE FUND ADVISORS | 109391 | $79.60B | $83.14B | 129 | 2026-02-28 | → |
| 83 | HARRIS ASSOCIATES LP | 106960 | $78.67B | $109.48B | 221 | 2026-03-31 | → |
| 84 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $77.10B | $83.02B | 146 | 2026-03-31 | → |
| 85 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $74.57B | $184.81B | 210 | 2026-01-31 | → |
| 86 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $70.71B | $240.66B | 588 | 2026-03-31 | → |
| 87 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $69.73B | $398.65B | 1,542 | 2026-03-31 | → |
| 88 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $69.21B | $199.66B | 452 | 2026-05-31 | → |
| 89 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | 16009 | $68.59B | $68.59B | 192 | 2026-03-31 | → |
| 90 | MACKAY SHIELDS LLC | 107717 | $67.66B | $159.52B | 206 | 2026-04-30 | → |
| 91 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $67.42B | $274.95B | 859 | 2026-03-31 | → |
| 92 | DOUBLELINE CAPITAL LP | 152606 | $65.94B | $93.32B | 258 | 2026-03-31 | → |
| 93 | EATON VANCE MANAGEMENT | 104859 | $65.02B | $97.02B | 219 | 2026-05-31 | → |
| 94 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $64.15B | $65.94B | 53 | 2026-05-31 | → |
| 95 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $62.45B | $68.60B | 569 | 2026-04-30 | → |
| 96 | VOYA INVESTMENTS, LLC | 111091 | $59.48B | $59.48B | 104 | 2026-03-31 | → |
| 97 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $58.41B | $116.17B | 185 | 2026-03-31 | → |
| 98 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $56.74B | $122.06B | 354 | 2025-03-31 | → |
| 99 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $55.78B | $82.55B | 300 | 2026-03-31 | → |
| 100 | RAFFERTY ASSET MANAGEMENT, LLC | 112526 | $55.21B | $55.24B | 45 | 2026-03-31 | → |
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