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 | |
|---|---|---|---|---|---|---|---|
| 401 | ORIGIN ASSET MANAGEMENT LLP | 139897 | $3.29B | $4.61B | 12 | 2025-02-28 | → |
| 402 | TREMBLANT ADVISORS LP | 330605 | $3.27B | $3.27B | 19 | 2026-03-31 | → |
| 403 | COUNTERPOINT MUTUAL FUNDS, LLC | 172379 | $3.24B | $3.24B | 15 | 2026-03-31 | → |
| 404 | OBERWEIS ASSET MANAGEMENT INC | 105471 | $3.24B | $5.06B | 31 | 2026-03-31 | → |
| 405 | KA FUND ADVISORS, LLC | 141037 | $3.19B | $3.19B | 38 | 2026-03-31 | → |
| 406 | MARINER INVESTMENT GROUP, LLC | 124744 | $3.16B | $149.62B | 146 | 2026-03-31 | → |
| 407 | NORTH SQUARE INVESTMENTS, LLC | 294355 | $3.15B | $3.15B | 27 | 2026-05-31 | → |
| 408 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $3.11B | $28.33B | 175 | 2026-03-31 | → |
| 409 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $3.11B | $66.46B | 90 | 2026-06-30 | → |
| 410 | FLAHERTY & CRUMRINE INCORPORATED | 105499 | $3.11B | $4.15B | 14 | 2026-03-31 | → |
| 411 | POTOMAC FUND MANAGEMENT INC | 105413 | $3.10B | $3.28B | 36 | 2026-05-31 | → |
| 412 | PEAR TREE ADVISORS, INC. | 104576 | $3.09B | $3.09B | 13 | 2025-09-30 | → |
| 413 | CORNERSTONE ADVISORS, LLC | 300891 | $3.04B | $3.04B | 7 | 2026-03-31 | → |
| 414 | ADAMS DIVERSIFIED EQUITY FUND, INC. | 281263 | $3.03B | $3.03B | 20 | 2026-03-31 | → |
| 415 | AXS INVESTMENTS LLC | 305714 | $3.02B | $3.02B | 8 | 2026-02-28 | → |
| 416 | COOKE & BIELER, L.P. | 113859 | $2.97B | $10.56B | 32 | 2026-03-31 | → |
| 417 | FENIMORE ASSET MANAGEMENT, INC. | 110946 | $2.96B | $5.41B | 43 | 2026-01-31 | → |
| 418 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 155686 | $2.88B | $2.88B | 10 | 2026-03-31 | → |
| 419 | TIMOTHY PARTNERS, LTD. | 41835 | $2.86B | $2.86B | 24 | 2026-02-28 | → |
| 420 | ABRDN ASIA LIMITED | 124509 | $2.85B | $40.27B | 165 | 2026-06-30 | → |
| 421 | MAIN MANAGEMENT ETF ADVISORS, LLC | 288558 | $2.82B | $2.82B | 27 | 2026-03-31 | → |
| 422 | NEXPOINT ASSET MANAGEMENT, L.P. | 149653 | $2.76B | $2.76B | 6 | 2026-03-31 | → |
| 423 | POLARIS CAPITAL MANAGEMENT, LLC | 106278 | $2.73B | $5.45B | 18 | 2026-01-31 | → |
| 424 | SHARIAPORTFOLIO, INC. | 173937 | $2.72B | $3.01B | 21 | 2026-04-30 | → |
| 425 | BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | 151605 | $2.72B | $152.13B | 1,413 | 2026-04-30 | → |
| 426 | MARSICO CAPITAL MANAGEMENT, LLC | 109250 | $2.71B | $4.26B | 26 | 2026-05-31 | → |
| 427 | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC | 167429 | $2.70B | $2.70B | 15 | 2026-04-30 | → |
| 428 | NFJ INVESTMENT GROUP, LLC | 310902 | $2.68B | $2.98B | 9 | 2026-03-31 | → |
| 429 | PARALEL ADVISORS LLC | 315804 | $2.67B | $2.67B | 6 | 2026-01-31 | → |
| 430 | HOMESTEAD ADVISERS CORP. | 109845 | $2.67B | $7.45B | 40 | 2026-06-30 | → |
| 431 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $2.66B | $42.39B | 63 | 2026-05-31 | → |
| 432 | VAN ECK ABSOLUTE RETURN ADVISERS CORPORATION | 137177 | $2.64B | $3.11B | 271 | 2026-03-31 | → |
| 433 | SOUTHEASTERN ASSET MANAGEMENT INC. | 105276 | $2.62B | $3.70B | 29 | 2026-03-31 | → |
| 434 | VARIANT INVESTMENTS, LLC | 289261 | $2.62B | $2.64B | 33 | 2026-05-31 | → |
| 435 | MOTLEY FOOL ASSET MANAGEMENT, LLC | 149688 | $2.60B | $2.60B | 14 | 2025-12-31 | → |
| 436 | BROWN ADVISORY LTD. | 168985 | $2.60B | $26.58B | 110 | 2026-03-31 | → |
| 437 | KENSINGTON ASSET MANAGEMENT, LLC | 309780 | $2.56B | $2.56B | 17 | 2026-03-31 | → |
| 438 | RATIONAL ADVISORS, INC. | 111452 | $2.55B | $2.56B | 17 | 2026-05-31 | → |
| 439 | COMMERCE INVESTMENT ADVISORS, INC. | 104705 | $2.54B | $2.54B | 34 | 2026-03-31 | → |
| 440 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $2.53B | $76.41B | 207 | 2026-03-31 | → |
| 441 | LOCORR FUND MANAGEMENT, LLC | 156247 | $2.53B | $2.53B | 8 | 2026-02-28 | → |
| 442 | FUNDRISE ADVISORS, LLC | 172036 | $2.52B | $3.46B | 0 | 2026-05-31 | → |
| 443 | INSPIRE INVESTING, LLC | 171988 | $2.52B | $3.96B | 33 | 2026-03-31 | → |
| 444 | INVESCO HONG KONG LIMITED | 109923 | $2.51B | $26.20B | 226 | 2026-03-31 | → |
| 445 | PGIM LIMITED | 160005 | $2.51B | $76.45B | 299 | 2026-03-31 | → |
| 446 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $2.50B | $33.19B | 7 | 2025-12-31 | → |
| 447 | SILVANT CAPITAL MANAGEMENT LLC | 146025 | $2.50B | $3.04B | 8 | 2026-03-31 | → |
| 448 | BROWN CAPITAL MANAGEMENT, LLC | 105633 | $2.50B | $4.54B | 37 | 2026-03-31 | → |
| 449 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 158270 | $2.49B | $3.80B | 50 | 2026-03-31 | → |
| 450 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $2.47B | $9.60B | 38 | 2026-03-31 | → |
| 451 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $2.46B | $7.90B | 41 | 2026-03-31 | → |
| 452 | DOMINI IMPACT INVESTMENTS LLC | 109505 | $2.44B | $2.44B | 23 | 2026-02-28 | → |
| 453 | TEMPLETON INVESTMENT COUNSEL, LLC | 111370 | $2.43B | $4.61B | 31 | 2026-06-30 | → |
| 454 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $2.39B | $29.01B | 51 | 2026-03-31 | → |
| 455 | REGAN CAPITAL, LLC | 158294 | $2.38B | $3.59B | 22 | 2026-03-31 | → |
| 456 | SRH ADVISORS, LLC | 148479 | $2.38B | $3.15B | 9 | 2026-03-31 | → |
| 457 | STRIVE ASSET MANAGEMENT, LLC | 322039 | $2.37B | $2.38B | 33 | 2026-06-30 | → |
| 458 | FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED | 148239 | $2.36B | $2.36B | 12 | 2026-06-30 | → |
| 459 | APOLLO CAPITAL CREDIT ADVISER, LLC | 286485 | $2.35B | $2.35B | 3,564 | 2026-03-31 | → |
| 460 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $2.33B | $70.33B | 236 | 2026-06-30 | → |
| 461 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 128990 | $2.32B | $4.57B | 24 | 2026-03-31 | → |
| 462 | OXFORD LANE MANAGEMENT, LLC | 154380 | $2.31B | $2.31B | 23 | 2026-03-31 | → |
| 463 | PANAGORA ASSET MANAGEMENT INC | 105201 | $2.29B | $44.13B | 110 | 2026-03-31 | → |
| 464 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $2.26B | $25.59B | 76 | 2026-05-31 | → |
| 465 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $2.25B | $25.84B | 165 | 2025-12-31 | → |
| 466 | NEW AGE ALPHA ADVISORS, LLC | 299011 | $2.24B | $2.51B | 42 | 2026-02-28 | → |
| 467 | FIL INVESTMENT ADVISORS (UK) LTD. | 110970 | $2.19B | $3.55B | 8 | 2026-03-31 | → |
| 468 | FS GLOBAL ADVISOR, LLC | 167620 | $2.16B | $3.01B | 184 | 2026-06-30 | → |
| 469 | LATTICE STRATEGIES LLC | 130373 | $2.15B | $2.15B | 368 | 2026-06-30 | → |
| 470 | THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | $2.15B | $3.08B | 17 | 2026-03-31 | → |
| 471 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $2.15B | $37.56B | 50 | 2026-06-30 | → |
| 472 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $2.14B | $33.02B | 108 | 2026-04-30 | → |
| 473 | DOUBLELINE ETF ADVISER LP | 317415 | $2.13B | $2.13B | 259 | 2026-03-31 | → |
| 474 | AQR ARBITRAGE, LLC | 114626 | $2.12B | $4.38B | 18 | 2026-03-31 | → |
| 475 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $2.12B | $8.98B | 54 | 2026-06-30 | → |
| 476 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $2.12B | $12.93B | 68 | 2026-03-31 | → |
| 477 | RFG ADVISORY, LLC | 158401 | $2.11B | $6.81B | 311 | 2026-06-30 | → |
| 478 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $2.09B | $12.97B | 31 | 2026-05-31 | → |
| 479 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $2.09B | $35.08B | 146 | 2026-01-31 | → |
| 480 | EMERALD MUTUAL FUND ADVISERS TRUST | 135130 | $2.09B | $2.09B | 10 | 2026-03-31 | → |
| 481 | STRATEGIC INCOME MANAGEMENT, LLC | 151956 | $2.07B | $3.14B | 6 | 2026-05-31 | → |
| 482 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $2.06B | $67.84B | 610 | 2026-06-30 | → |
| 483 | APPLIED FINANCE ADVISORS, LLC | 140054 | $2.05B | $2.05B | 6 | 2026-03-31 | → |
| 484 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $2.05B | $16.37B | 65 | 2026-05-31 | → |
| 485 | VOLATILITY SHARES LLC | 321955 | $2.04B | $2.04B | 10 | 2026-03-31 | → |
| 486 | ABSOLUTE INVESTMENT ADVISERS, LLC | 132436 | $2.04B | $2.23B | 16 | 2026-03-31 | → |
| 487 | INVENOMIC CAPITAL MANAGEMENT LP | 287617 | $2.04B | $3.39B | 17 | 2026-03-31 | → |
| 488 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $2.04B | $140.25B | 508 | 2026-06-30 | → |
| 489 | APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 226755 | $2.01B | $4.44B | 3 | 2026-03-31 | → |
| 490 | DISTILLATE CAPITAL PARTNERS LLC | 297521 | $2.00B | $2.11B | 4 | 2026-02-28 | → |
| 491 | SWAN GLOBAL MANAGEMENT LLC | 173621 | $2.00B | $2.39B | 3 | 2026-03-31 | → |
| 492 | SWAN GLOBAL INVESTMENTS, LLC | 114669 | $2.00B | $2.39B | 17 | 2026-03-31 | → |
| 493 | MORGAN STANLEY AIP GP LP | 117050 | $1.98B | $40.85B | 200 | 2026-03-31 | → |
| 494 | CLARIVEST ASSET MANAGEMENT LLC | 139785 | $1.97B | $3.05B | 17 | 2026-06-30 | → |
| 495 | QUANTIX COMMODITIES LP | 317784 | $1.95B | $1.95B | 20 | 2026-03-31 | → |
| 496 | KEYSTONE NATIONAL GROUP, LLC | 142885 | $1.95B | $2.50B | 42 | 2026-03-31 | → |
| 497 | POMONA MANAGEMENT LLC | 148269 | $1.94B | $15.16B | 41 | 2026-03-31 | → |
| 498 | POLUNIN CAPITAL PARTNERS LIMITED | 159031 | $1.94B | $7.96B | 17 | 2026-03-31 | → |
| 499 | FS SPECIALTY LENDING ADVISOR, LLC | 293054 | $1.93B | $1.93B | 177 | 2026-06-30 | → |
| 500 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC | 134332 | $1.93B | $4.34B | 68 | 2026-03-31 | → |
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