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 | |
|---|---|---|---|---|---|---|---|
| 201 | VIDENT ADVISORY, LLC | 286622 | $12.49B | $22.02B | 38 | 2026-03-31 | → |
| 202 | STATE FARM INVESTMENT MANAGEMENT CORP. | 3487 | $12.46B | $12.94B | 7,930 | 2026-04-30 | → |
| 203 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $12.37B | $14.09B | 39 | 2026-05-31 | → |
| 204 | CONSTELLATION INVESTMENTS, INC. | 107528 | $12.30B | $31.48B | 45 | 2026-03-31 | → |
| 205 | MATSON MONEY, INC. | 110425 | $12.08B | $24.33B | 69 | 2026-05-31 | → |
| 206 | CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | 104604 | $11.94B | $11.94B | 38 | 2026-03-31 | → |
| 207 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $11.52B | $29.59B | 127 | 2026-02-28 | → |
| 208 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $11.48B | $177.46B | 375 | 2026-05-31 | → |
| 209 | RBC ROCHDALE, LLC | 117198 | $11.43B | $72.96B | 269 | 2026-05-31 | → |
| 210 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $11.35B | $33.37B | 47 | 2026-03-31 | → |
| 211 | PT ASSET MANAGEMENT, LLC | 107619 | $11.33B | $11.35B | 52 | 2026-03-31 | → |
| 212 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $11.13B | $21.15B | 63 | 2026-04-30 | → |
| 213 | BNY MELLON ETF INVESTMENT ADVISER, LLC | 306148 | $11.10B | $11.10B | 3 | 2026-06-30 | → |
| 214 | MERCER INVESTMENTS LLC | 133449 | $11.02B | $226.04B | 714 | 2026-03-31 | → |
| 215 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $10.88B | $64.84B | 305 | 2026-06-30 | → |
| 216 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $10.83B | $267.16B | 262 | 2026-04-30 | → |
| 217 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $10.74B | $25.82B | 119 | 2026-06-30 | → |
| 218 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $10.56B | $25.41B | 94 | 2026-03-31 | → |
| 219 | ROYCE & ASSOCIATES, LP | 107689 | $10.49B | $12.41B | 89 | 2026-02-28 | → |
| 220 | CATALYST CAPITAL ADVISORS LLC | 139895 | $10.30B | $10.30B | 17 | 2026-03-31 | → |
| 221 | KRANE FUNDS ADVISORS, LLC | 157103 | $10.28B | $11.57B | 50 | 2026-03-31 | → |
| 222 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $10.28B | $26.12B | 82 | 2026-05-31 | → |
| 223 | STONEBRIDGE ADVISORS LLC | 134017 | $10.26B | $11.83B | 15 | 2026-03-31 | → |
| 224 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $9.99B | $18.88B | 44 | 2026-05-31 | → |
| 225 | ARIN RISK ADVISORS LLC | 151491 | $9.98B | $10.19B | 11 | 2026-03-31 | → |
| 226 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $9.91B | $718.48B | 3,564 | 2026-05-31 | → |
| 227 | PAYDEN & RYGEL | 107160 | $9.86B | $158.23B | 194 | 2026-03-31 | → |
| 228 | AKRE CAPITAL MANAGEMENT, LLC | 109242 | $9.85B | $11.82B | 12 | 2026-06-30 | → |
| 229 | CONSULTING GROUP ADVISORY SERVICES LLC | 137463 | $9.82B | $9.82B | 17 | 2026-03-31 | → |
| 230 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $9.74B | $36.34B | 238 | 2026-05-31 | → |
| 231 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $9.70B | $105.65B | 477 | 2026-05-31 | → |
| 232 | SIMPLIFY ASSET MANAGEMENT INC. | 309535 | $9.63B | $9.64B | 45 | 2025-10-31 | → |
| 233 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $9.63B | $11.71B | 19 | 2026-03-31 | → |
| 234 | ROUNDHILL FINANCIAL INC. | 300799 | $9.59B | $9.59B | 13 | 2026-02-28 | → |
| 235 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $9.54B | $16.66B | 33 | 2026-03-31 | → |
| 236 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $9.53B | $11.59B | 28 | 2026-04-30 | → |
| 237 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $9.28B | $42.29B | 30 | 2026-04-30 | → |
| 238 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $9.25B | $49.31B | 133 | 2026-04-30 | → |
| 239 | WASATCH ADVISORS LP | 106081 | $9.22B | $23.35B | 96 | 2026-03-31 | → |
| 240 | FRANKLIN ADVISORY SERVICES, LLC | 111361 | $9.21B | $14.07B | 2 | 2026-06-30 | → |
| 241 | GRANITESHARES ADVISORS LLC | 287806 | $9.19B | $9.19B | 6 | 2026-01-31 | → |
| 242 | EDGEWOOD MANAGEMENT LLC | 106647 | $9.03B | $21.52B | 41 | 2026-03-31 | → |
| 243 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $8.88B | $39.04B | 74 | 2026-05-31 | → |
| 244 | ABRDN INC. | 111069 | $8.74B | $41.48B | 193 | 2026-03-31 | → |
| 245 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $8.73B | $29.73B | 137 | 2026-05-31 | → |
| 246 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $8.73B | $35.69B | 151 | 2026-05-31 | → |
| 247 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $8.66B | $18.79B | 711 | 2026-05-31 | → |
| 248 | F/M INVESTMENTS LLC | 304405 | $8.57B | $17.74B | 83 | 2026-03-31 | → |
| 249 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $8.53B | $19.64B | 924 | 2026-05-31 | → |
| 250 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $8.43B | $44.30B | 182 | 2026-03-31 | → |
| 251 | MILLBURN RIDGEFIELD LLC | 148870 | $8.42B | $8.67B | 59 | 2026-05-31 | → |
| 252 | SATURNA CAPITAL CORPORATION | 25586 | $8.27B | $8.62B | 83 | 2026-02-28 | → |
| 253 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $8.20B | $22.04B | 133 | 2026-03-31 | → |
| 254 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $8.08B | $18.30B | 27 | 2026-03-31 | → |
| 255 | BAHL & GAYNOR INC | 106139 | $8.01B | $20.99B | 79 | 2026-02-28 | → |
| 256 | CION ARES MANAGEMENT, LLC | 284930 | $8.00B | $8.00B | 18 | 2026-05-31 | → |
| 257 | SECURITY INVESTORS, LLC | 105477 | $7.97B | $7.97B | 20 | 2026-03-31 | → |
| 258 | SCOUT INVESTMENTS, INC. | 111787 | $7.88B | $36.57B | 53 | 2026-05-31 | → |
| 259 | GUGGENHEIM FUNDS DISTRIBUTORS, LLC | 39805 | $7.80B | $7.80B | 245 | 2026-03-31 | → |
| 260 | IMPAX ASSET MANAGEMENT LLC | 114335 | $7.79B | $8.94B | 93 | 2025-12-31 | → |
| 261 | BARINGS LLC | 106006 | $7.77B | $392.75B | 1,101 | 2026-05-31 | → |
| 262 | FIRST TRUST CAPITAL MANAGEMENT L.P. | 317825 | $7.72B | $12.28B | 62 | 2026-03-31 | → |
| 263 | HORIZON INVESTMENTS LLC | 109552 | $7.71B | $8.47B | 76 | 2026-03-31 | → |
| 264 | WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | $7.69B | $8.08B | 36 | 2026-03-31 | → |
| 265 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $7.65B | $178.01B | 471 | 2026-04-30 | → |
| 266 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $7.53B | $351.32B | 519 | 2026-04-30 | → |
| 267 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $7.51B | $12.75B | 53 | 2026-04-30 | → |
| 268 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | 124365 | $7.27B | $7.27B | 10 | 2026-02-28 | → |
| 269 | BONDBLOXX INVESTMENT MANAGEMENT CORPORATION | 317318 | $7.24B | $7.24B | 32 | 2026-03-31 | → |
| 270 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $7.13B | $68.38B | 382 | 2026-03-31 | → |
| 271 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $7.10B | $24.40B | 61 | 2026-03-31 | → |
| 272 | EVENTIDE ASSET MANAGEMENT, LLC | 147110 | $7.09B | $7.38B | 69 | 2026-03-31 | → |
| 273 | CAPITAL WEALTH PLANNING, LLC | 150764 | $7.03B | $17.25B | 30 | 2026-03-31 | → |
| 274 | MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AG | 290998 | $7.02B | $12.27B | 35 | 2025-06-30 | → |
| 275 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $6.98B | $14.89B | 56 | 2026-03-31 | → |
| 276 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $6.90B | $11.49B | 78 | 2026-03-31 | → |
| 277 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $6.89B | $10.18B | 32 | 2026-03-31 | → |
| 278 | EAGLE ASSET MANAGEMENT INC | 110653 | $6.83B | $60.65B | 77 | 2026-06-30 | → |
| 279 | RREEF AMERICA L.L.C. | 109596 | $6.81B | $34.34B | 175 | 2026-05-31 | → |
| 280 | BROWN BROTHERS HARRIMAN & CO. | 111231 | $6.80B | $7.15B | 48 | 2026-03-31 | → |
| 281 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $6.70B | $23.84B | 110 | 2026-06-30 | → |
| 282 | CAPITAL INTERNATIONAL, INC. | 110682 | $6.61B | $51.92B | 263 | 2026-05-31 | → |
| 283 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $6.60B | $141.83B | 740 | 2026-06-30 | → |
| 284 | JOHCM (USA) INC | 167596 | $6.55B | $9.01B | 60 | 2025-09-30 | → |
| 285 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $6.53B | $10.12B | 64 | 2026-03-31 | → |
| 286 | MAIRS AND POWER INC | 110351 | $6.48B | $12.14B | 60 | 2026-04-30 | → |
| 287 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $6.47B | $14.28B | 81 | 2026-03-31 | → |
| 288 | FIL INVESTMENT ADVISORS | 111103 | $6.40B | $8.65B | 7 | 2026-03-31 | → |
| 289 | OSTERWEIS CAPITAL MANAGEMENT LLC | 109580 | $6.37B | $7.50B | 666 | 2026-03-31 | → |
| 290 | PANTHEON VENTURES (US) LP | 153425 | $6.25B | $87.69B | 129 | 2026-03-31 | → |
| 291 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $6.24B | $87.82B | 267 | 2026-03-31 | → |
| 292 | IRONWOOD CAPITAL MANAGEMENT CORP | 109330 | $6.14B | $8.23B | 43 | 2026-03-31 | → |
| 293 | NICHOLAS CO INC | 108347 | $6.04B | $6.08B | 16 | 2026-01-31 | → |
| 294 | FIDUCIARY MANAGEMENT, INC. | 109149 | $6.02B | $11.36B | 25 | 2026-06-30 | → |
| 295 | INCOME RESEARCH + MANAGEMENT | 104863 | $5.98B | $130.65B | 218 | 2026-03-31 | → |
| 296 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $5.95B | $8.93B | 34 | 2026-04-30 | → |
| 297 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $5.94B | $15.23B | 47 | 2026-03-31 | → |
| 298 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $5.93B | $40.65B | 149 | 2026-04-30 | → |
| 299 | COLUMBIA WANGER ASSET MANAGEMENT, LLC | 111168 | $5.83B | $5.83B | 13 | 2025-06-30 | → |
| 300 | NYL INVESTORS LLC | 169553 | $5.81B | $329.20B | 301 | 2026-03-31 | → |
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