Research Report · 2026-06-30
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
1,000
Total AUM
$109.63T
Median AUM
$8.04B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Investment Company Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $54.76B | $78.52B | 377 | 2026-05-31 | → |
| 102 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $54.50B | $144.00B | 1,583 | 2026-05-31 | → |
| 103 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $53.87B | $156.56B | 100 | 2026-06-30 | → |
| 104 | VIRTUS INVESTMENT ADVISERS, LLC | 106982 | $51.74B | $51.74B | 1 | 2026-06-30 | → |
| 105 | VEST FINANCIAL LLC | 165976 | $51.36B | $51.81B | 52 | 2026-06-30 | → |
| 106 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $50.94B | $85.67B | 367 | 2026-04-30 | → |
| 107 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $50.79B | $67.64B | 240 | 2026-03-31 | → |
| 108 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $49.53B | $54.45B | 219 | 2026-03-31 | → |
| 109 | THRIVENT ASSET MANAGEMENT, LLC | 137751 | $47.99B | $47.99B | 426 | 2026-03-31 | → |
| 110 | BESSEMER INVESTMENT MANAGEMENT LLC | 112215 | $47.00B | $47.00B | 70 | 2026-03-31 | → |
| 111 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $45.60B | $128.73B | 4,220 | 2026-06-30 | → |
| 112 | TIDAL INVESTMENTS LLC | 164201 | $44.74B | $45.83B | 207 | 2026-03-31 | → |
| 113 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $44.53B | $77.96B | 319 | 2026-03-31 | → |
| 114 | CLIFFWATER LLC | 132167 | $43.93B | $48.51B | 213 | 2026-05-31 | → |
| 115 | PACIFIC LIFE FUND ADVISORS LLC | 105169 | $42.75B | $42.81B | 20 | 2026-03-31 | → |
| 116 | SUNAMERICA ASSET MANAGEMENT, LLC | 107338 | $42.16B | $42.16B | 57 | 2026-05-31 | → |
| 117 | CALAMOS ADVISORS LLC | 105758 | $40.00B | $43.89B | 300 | 2026-04-30 | → |
| 118 | CALVERT RESEARCH AND MANAGEMENT | 285127 | $39.28B | $40.26B | 64 | 2026-03-31 | → |
| 119 | MASON STREET ADVISORS, LLC | 114085 | $39.08B | $39.08B | 13 | 2026-03-31 | → |
| 120 | BAMCO, INC. | 110789 | $39.06B | $39.51B | 221 | 2026-05-31 | → |
| 121 | PACER ADVISORS, INC. | 137381 | $38.64B | $38.64B | 24 | 2026-03-31 | → |
| 122 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $37.38B | $684.78B | 1,109 | 2026-04-30 | → |
| 123 | ALPS ADVISORS, INC. | 134340 | $37.10B | $38.83B | 73 | 2026-03-31 | → |
| 124 | GUIDESTONE CAPITAL MANAGEMENT, LLC | 112319 | $36.24B | $36.24B | 35 | 2026-04-30 | → |
| 125 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $35.88B | $59.16B | 88 | 2026-05-31 | → |
| 126 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $34.15B | $96.77B | 102 | 2026-03-31 | → |
| 127 | PARNASSUS INVESTMENTS, LLC | 316904 | $34.13B | $41.09B | 87 | 2026-03-31 | → |
| 128 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $33.03B | $42.59B | 52 | 2025-12-31 | → |
| 129 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | 104561 | $32.94B | $32.94B | 1,700 | 2026-05-31 | → |
| 130 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $32.26B | $311.70B | 728 | 2026-05-31 | → |
| 131 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $31.57B | $62.24B | 103 | 2026-03-31 | → |
| 132 | TOUCHSTONE ADVISORS INC | 107028 | $31.09B | $31.09B | 86 | 2026-03-31 | → |
| 133 | INNOVATOR CAPITAL MANAGEMENT, LLC | 287718 | $30.24B | $30.24B | 73 | 2026-06-30 | → |
| 134 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $30.05B | $563.78B | 956 | 2026-05-31 | → |
| 135 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $29.86B | $174.54B | 222 | 2026-06-30 | → |
| 136 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $29.48B | $38.82B | 405 | 2026-05-31 | → |
| 137 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $29.42B | $104.49B | 212 | 2026-05-31 | → |
| 138 | INSIGHT NORTH AMERICA LLC | 145995 | $29.37B | $171.09B | 238 | 2026-06-30 | → |
| 139 | DBX ADVISORS LLC | 154558 | $28.99B | $28.99B | 53 | 2026-05-31 | → |
| 140 | EMPOWERED FUNDS, LLC | 171412 | $28.74B | $29.74B | 44 | 2026-03-31 | → |
| 141 | FIRST PACIFIC ADVISORS, LP | 141823 | $26.40B | $32.00B | 73 | 2026-03-31 | → |
| 142 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $25.89B | $40.33B | 177 | 2026-03-31 | → |
| 143 | FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED | 148045 | $25.23B | $32.55B | 68 | 2026-06-30 | → |
| 144 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $25.02B | $30.25B | 30 | 2026-03-31 | → |
| 145 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $24.54B | $36.93B | 64 | 2026-03-31 | → |
| 146 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $24.39B | $81.44B | 164 | 2026-03-31 | → |
| 147 | BROWN ADVISORY LLC | 110181 | $24.26B | $124.31B | 782 | 2026-03-31 | → |
| 148 | MML INVESTMENT ADVISERS, LLC | 169568 | $24.07B | $24.55B | 18 | 2026-05-31 | → |
| 149 | GABELLI FUNDS, LLC | 104949 | $23.92B | $24.55B | 56 | 2026-03-31 | → |
| 150 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $23.71B | $35.52B | 68 | 2026-06-30 | → |
| 151 | LAZARD ASSET MANAGEMENT LLC | 122836 | $23.52B | $120.52B | 532 | 2026-03-31 | → |
| 152 | FEDERATED MDTA LLC | 109355 | $23.36B | $25.95B | 21 | 2026-05-31 | → |
| 153 | EXCHANGE TRADED CONCEPTS, LLC | 151197 | $22.95B | $22.95B | 16 | 2026-02-28 | → |
| 154 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $22.24B | $57.43B | 51 | 2026-04-30 | → |
| 155 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $21.83B | $29.38B | 120 | 2026-05-31 | → |
| 156 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | $21.69B | $21.69B | 35 | 2026-03-31 | → |
| 157 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $21.58B | $30.78B | 69 | 2026-05-31 | → |
| 158 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $21.25B | $59.04B | 94 | 2026-03-31 | → |
| 159 | FRED ALGER MANAGEMENT, LLC | 106750 | $20.61B | $26.14B | 98 | 2026-05-31 | → |
| 160 | RESEARCH AFFILIATES, LLC | 120440 | $19.63B | $27.84B | 66 | 2026-03-31 | → |
| 161 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $19.42B | $30.79B | 87 | 2026-03-31 | → |
| 162 | AMERICAN BEACON ADVISORS, INC. | 105552 | $19.08B | $59.93B | 121 | 2026-03-31 | → |
| 163 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $19.05B | $80.97B | 365 | 2026-05-31 | → |
| 164 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $18.97B | $66.67B | 162 | 2026-03-31 | → |
| 165 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $18.56B | $43.54B | 170 | 2026-04-30 | → |
| 166 | AMG FUNDS LLC | 153456 | $18.25B | $18.25B | 99 | 2026-03-31 | → |
| 167 | ALLIANZ INVESTMENT MANAGEMENT LLC | 111925 | $18.16B | $19.09B | 50 | 2026-03-31 | → |
| 168 | SANDERS CAPITAL, LLC | 151480 | $17.80B | $122.18B | 26 | 2026-03-31 | → |
| 169 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $17.63B | $28.64B | 35 | 2026-03-31 | → |
| 170 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $17.62B | $65.44B | 157 | 2026-05-31 | → |
| 171 | PENSERRA CAPITAL MANAGEMENT LLC | 159042 | $17.50B | $17.50B | 16 | 2026-03-31 | → |
| 172 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $17.37B | $1.60T | 7,987 | 2026-06-30 | → |
| 173 | CARILLON TOWER ADVISERS, INC. | 174904 | $16.86B | $16.86B | 175 | 2026-05-31 | → |
| 174 | AMPLIFY INVESTMENTS LLC | 173781 | $16.85B | $17.70B | 42 | 2026-03-31 | → |
| 175 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $16.76B | $28.66B | 37 | 2026-03-31 | → |
| 176 | PARTNERS GROUP (USA) INC. | 145228 | $16.55B | $29.12B | 431 | 2026-03-31 | → |
| 177 | ARISTOTLE INVESTMENT SERVICES, LLC | 324207 | $16.50B | $16.50B | 27 | 2026-03-31 | → |
| 178 | DAVIS SELECTED ADVISERS LP | 108674 | $16.38B | $30.12B | 121 | 2026-03-31 | → |
| 179 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $16.38B | $21.98B | 57 | 2026-03-31 | → |
| 180 | VENERABLE INVESTMENT ADVISERS, LLC | 330755 | $16.27B | $16.27B | 12 | 2026-05-31 | → |
| 181 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | $16.24B | $17.93B | 128 | 2026-06-30 | → |
| 182 | WILMINGTON FUNDS MANAGEMENT CORPORATION | 105163 | $16.08B | $16.08B | 39 | 2026-03-31 | → |
| 183 | SILVERBAY CAPITAL MANAGEMENT LLC | 151259 | $16.06B | $16.06B | 82 | 2026-03-31 | → |
| 184 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $15.88B | $42.34B | 134 | 2026-03-31 | → |
| 185 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $15.84B | $65.60B | 388 | 2026-04-30 | → |
| 186 | LSV ASSET MANAGEMENT | 109918 | $15.50B | $104.25B | 45 | 2026-03-31 | → |
| 187 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $15.37B | $20.13B | 37 | 2026-03-31 | → |
| 188 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $15.09B | $25.85B | 8 | 2025-12-31 | → |
| 189 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $14.94B | $29.38B | 109 | 2026-03-31 | → |
| 190 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $14.87B | $26.76B | 46 | 2026-03-31 | → |
| 191 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | $14.25B | $14.25B | 15 | 2026-06-30 | → |
| 192 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $14.04B | $88.80B | 217 | 2026-03-31 | → |
| 193 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $13.98B | $15.98B | 58 | 2026-04-30 | → |
| 194 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $13.71B | $40.58B | 103 | 2026-03-31 | → |
| 195 | HARDING LOEVNER LP | 104543 | $13.70B | $32.06B | 104 | 2026-03-31 | → |
| 196 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $13.58B | $39.36B | 134 | 2026-03-31 | → |
| 197 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $13.21B | $34.91B | 95 | 2026-03-31 | → |
| 198 | SMITH CAPITAL INVESTORS, LLC | 294402 | $13.11B | $13.11B | 30 | 2026-02-28 | → |
| 199 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $12.63B | $93.47B | 157 | 2026-06-30 | → |
| 200 | ALPHA ARCHITECT, LLC | 153905 | $12.50B | $13.50B | 12 | 2026-06-30 | → |
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