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 | |
|---|---|---|---|---|---|---|---|
| 501 | MUZINICH & CO., INC. | 22998 | $1.91B | $31.27B | 110 | 2026-06-30 | → |
| 502 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $1.91B | $24.05B | 94 | 2026-06-30 | → |
| 503 | BROOKFIELD RENEWABLE ENERGY GROUP LLC | 316590 | $1.91B | $99.12B | 1,072 | 2026-03-31 | → |
| 504 | FREEDOM FUNDS MANAGEMENT CO | 110785 | $1.90B | $1.90B | 9 | 2025-12-31 | → |
| 505 | SIT INVESTMENT ASSOCIATES, INC | 105725 | $1.90B | $3.54B | 73 | 2026-06-30 | → |
| 506 | PATIENT CAPITAL MANAGEMENT, LLC | 307336 | $1.86B | $2.50B | 10 | 2026-03-31 | → |
| 507 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $1.85B | $13.24B | 120 | 2026-05-31 | → |
| 508 | BBR PARTNERS, LLC | 109688 | $1.85B | $36.49B | 175 | 2026-03-31 | → |
| 509 | KKR CREDIT ADVISORS (US) LLC | 146629 | $1.85B | $270.85B | 609 | 2026-03-31 | → |
| 510 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | 328015 | $1.85B | $1.85B | 25 | 2026-06-30 | → |
| 511 | WILSHIRE ADVISORS LLC | 6210 | $1.84B | $149.10B | 307 | 2026-06-30 | → |
| 512 | AHL PARTNERS LLP | 167882 | $1.84B | $68.02B | 144 | 2026-06-30 | → |
| 513 | HARVEST GLOBAL INVESTMENTS LIMITED | 157964 | $1.83B | $3.79B | 32 | 2026-03-31 | → |
| 514 | RIVER CANYON FUND MANAGEMENT LLC | 169465 | $1.80B | $2.08B | 161 | 2026-03-31 | → |
| 515 | CORECOMMODITY MANAGEMENT, LLC | 135810 | $1.80B | $2.41B | 30 | 2026-03-31 | → |
| 516 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $1.73B | $5.60B | 20 | 2026-03-31 | → |
| 517 | ADVISORSHARES INVESTMENTS, LLC | 149782 | $1.72B | $1.72B | 11 | 2026-03-31 | → |
| 518 | CUSHING ASSET MANAGEMENT, LP | 131517 | $1.71B | $1.75B | 10 | 2026-03-31 | → |
| 519 | SYMMETRY PARTNERS, LLC. | 120982 | $1.70B | $4.73B | 52 | 2026-02-28 | → |
| 520 | LIBERTY STREET ADVISORS, INC. | 142949 | $1.70B | $1.88B | 19 | 2026-03-31 | → |
| 521 | ADVISORS PREFERRED LLC | 157980 | $1.69B | $1.69B | 9 | 2026-03-31 | → |
| 522 | PORTFOLIO ADVISORS LLC | 105981 | $1.69B | $47.84B | 164 | 2026-03-31 | → |
| 523 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | 159296 | $1.68B | $3.24B | 35 | 2026-05-31 | → |
| 524 | T. ROWE PRICE JAPAN, INC. | 290585 | $1.67B | $24.07B | 80 | 2026-03-31 | → |
| 525 | FAIRHOLME CAPITAL MANAGEMENT, L.L.C. | 107987 | $1.67B | $2.14B | 7 | 2026-03-31 | → |
| 526 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $1.66B | $13.70B | 100 | 2026-03-31 | → |
| 527 | HEARTLAND ADVISORS, INC. | 29433 | $1.64B | $1.92B | 26 | 2026-02-28 | → |
| 528 | FS FUND ADVISOR, LLC | 286673 | $1.63B | $1.63B | 118 | 2026-03-31 | → |
| 529 | AKSIA LLC | 143422 | $1.62B | $35.20B | 177 | 2026-06-30 | → |
| 530 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $1.62B | $8.71B | 24 | 2026-03-31 | → |
| 531 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $1.60B | $17.83B | 104 | 2026-05-31 | → |
| 532 | BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC | 334213 | $1.60B | $1.60B | 250 | 2026-03-31 | → |
| 533 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $1.59B | $16.71B | 55 | 2026-03-31 | → |
| 534 | USI ADVISORS, INC. | 108113 | $1.58B | $56.28B | 79 | 2026-03-31 | → |
| 535 | OAKTREE FUND ADVISORS, LLC | 290193 | $1.58B | $14.10B | 451 | 2026-03-31 | → |
| 536 | BRICKWOOD ASSET MANAGEMENT LLP | 332687 | $1.57B | $1.91B | 10 | 2026-06-30 | → |
| 537 | FLAT ROCK GLOBAL, LLC | 288551 | $1.57B | $1.57B | 13 | 2026-03-31 | → |
| 538 | THIRD AVENUE MANAGEMENT LLC | 107545 | $1.57B | $1.63B | 19 | 2026-03-31 | → |
| 539 | CEREDEX VALUE ADVISORS LLC | 146023 | $1.56B | $3.43B | 13 | 2026-03-31 | → |
| 540 | SELECT EQUITY GROUP, L.P. | 168496 | $1.55B | $36.38B | 171 | 2026-03-31 | → |
| 541 | FOCUS PARTNERS WEALTH, LLC | 159289 | $1.53B | $181.86B | 1,915 | 2026-04-30 | → |
| 542 | REX ADVISERS, LLC | 327283 | $1.53B | $1.58B | 12 | 2026-03-31 | → |
| 543 | NEEDHAM INVESTMENT MANAGEMENT, LLC | 106783 | $1.53B | $1.80B | 11 | 2026-03-31 | → |
| 544 | EQUITABLE INVESTMENT MANAGEMENT, LLC | 322513 | $1.53B | $1.53B | 67 | 2026-03-31 | → |
| 545 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $1.53B | $23.85B | 35 | 2026-06-30 | → |
| 546 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $1.51B | $18.30B | 67 | 2026-05-31 | → |
| 547 | OAK ASSOCIATES LTD | 108874 | $1.49B | $1.78B | 8 | 2026-03-31 | → |
| 548 | VALMARK ADVISERS INC | 108050 | $1.49B | $10.17B | 280 | 2026-06-30 | → |
| 549 | METAURUS ADVISORS LLC | 314425 | $1.49B | $1.58B | 8 | 2026-03-31 | → |
| 550 | WHITTIER ADVISORS, LLC | 318024 | $1.49B | $1.89B | 7 | 2026-05-31 | → |
| 551 | CAPITAL IMPACT ADVISORS, LLC | 168313 | $1.49B | $1.49B | 5 | 2026-03-31 | → |
| 552 | MADISON AVENUE FINANCIAL SOLUTIONS, LLC | 307461 | $1.48B | $2.06B | 1 | 2026-05-31 | → |
| 553 | POPULAR ASSET MANAGEMENT LLC | 313653 | $1.48B | $3.71B | 15 | 2026-06-30 | → |
| 554 | TIFF ADVISORY SERVICES, LLC | 327436 | $1.47B | $8.62B | 70 | 2026-03-31 | → |
| 555 | KKR REGISTERED ADVISOR LLC | 309284 | $1.46B | $1.46B | 26 | 2026-04-30 | → |
| 556 | TEMA ETFS LLC | 332224 | $1.46B | $1.46B | 18 | 2026-03-31 | → |
| 557 | SKYBRIDGE CAPITAL II, LLC | 148152 | $1.42B | $1.92B | 24 | 2026-03-31 | → |
| 558 | ALTAIR ADVISERS, LLC | 120642 | $1.42B | $9.76B | 75 | 2026-03-31 | → |
| 559 | TRUEMARK INVESTMENTS, LLC | 306600 | $1.42B | $1.42B | 6 | 2026-06-30 | → |
| 560 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $1.42B | $10.58B | 30 | 2026-06-30 | → |
| 561 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | 107367 | $1.41B | $4.76B | 79 | 2026-06-30 | → |
| 562 | LEADER CAPITAL CORP. | 46206 | $1.41B | $1.41B | 2 | 2026-01-31 | → |
| 563 | ADVISORS ASSET MANAGEMENT, INC. | 46727 | $1.40B | $2.21B | 255 | 2026-03-31 | → |
| 564 | ALPHASIMPLEX GROUP, LLC | 128356 | $1.40B | $3.09B | 33 | 2026-03-31 | → |
| 565 | EASTERLY INVESTMENT PARTNERS LLC | 299607 | $1.39B | $2.83B | 27 | 2026-04-30 | → |
| 566 | REDWOOD INVESTMENT MANAGEMENT, LLC. | 153139 | $1.39B | $2.47B | 39 | 2026-03-31 | → |
| 567 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $1.38B | $208.39B | 115 | 2026-03-31 | → |
| 568 | UBS TRUST COMPANY OF PUERTO RICO | 313696 | $1.38B | $1.38B | 6 | 2026-03-31 | → |
| 569 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $1.38B | $31.50B | 110 | 2026-06-30 | → |
| 570 | NINETY ONE NORTH AMERICA, INC. | 167922 | $1.37B | $41.47B | 68 | 2026-06-30 | → |
| 571 | AIKYA INVESTMENT MANAGEMENT LIMITED | 310490 | $1.36B | $5.85B | 10 | 2026-05-31 | → |
| 572 | SUMMIT GLOBAL INVESTMENTS, LLC | 157091 | $1.34B | $2.29B | 37 | 2026-06-30 | → |
| 573 | COHEN & STEERS UK LIMITED | 142150 | $1.34B | $5.37B | 21 | 2026-03-31 | → |
| 574 | INTREPID CAPITAL MANAGEMENT INC | 108516 | $1.32B | $1.62B | 16 | 2026-05-31 | → |
| 575 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $1.32B | $44.36B | 65 | 2025-09-30 | → |
| 576 | LEXINGTON ADVISORS LLC | 107364 | $1.31B | $2.66B | 171 | 2025-12-31 | → |
| 577 | MARSHFIELD ASSOCIATES, INC. | 150614 | $1.31B | $8.12B | 27 | 2026-03-31 | → |
| 578 | AEGIS FINANCIAL CORPORATION | 111587 | $1.31B | $1.37B | 6 | 2026-03-31 | → |
| 579 | U.S. GLOBAL INVESTORS, INC. | 111097 | $1.30B | $1.32B | 22 | 2026-02-28 | → |
| 580 | SWAN CAPITAL MANAGEMENT, LLC | 164280 | $1.30B | $1.30B | 5 | 2026-03-31 | → |
| 581 | ESM MANAGEMENT LLC | 150142 | $1.29B | $1.39B | 4 | 2026-03-31 | → |
| 582 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $1.28B | $30.51B | 249 | 2026-03-31 | → |
| 583 | GREEN CENTURY CAPITAL MANAGEMENT INC | 112442 | $1.26B | $1.26B | 16 | 2025-09-30 | → |
| 584 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | $1.26B | $3.33B | 18 | 2026-05-31 | → |
| 585 | HERITAGE CAPITAL ADVISORS, LLC | 310306 | $1.26B | $1.26B | 1 | 2026-03-31 | → |
| 586 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $1.25B | $36.11B | 128 | 2026-03-31 | → |
| 587 | DONALD SMITH & CO., INC. | 104947 | $1.25B | $5.60B | 11 | 2026-03-31 | → |
| 588 | MERK INVESTMENTS LLC | 112305 | $1.25B | $3.71B | 7 | 2026-03-31 | → |
| 589 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $1.24B | $10.94B | 51 | 2026-03-31 | → |
| 590 | AGL US DL MANAGEMENT LLC | 331398 | $1.24B | $1.24B | 0 | 2026-03-31 | → |
| 591 | THEMES MANAGEMENT COMPANY LLC | 323861 | $1.23B | $1.23B | 15 | 2026-03-31 | → |
| 592 | ICAPITAL REGISTERED FUND ADVISER LLC | 310587 | $1.22B | $1.22B | 162 | 2026-04-30 | → |
| 593 | BCSF ADVISORS, LP | 282092 | $1.21B | $3.65B | 682 | 2026-03-31 | → |
| 594 | WATER ISLAND CAPITAL,LLC | 113358 | $1.19B | $1.22B | 26 | 2026-03-31 | → |
| 595 | RECURRENT INVESTMENT ADVISORS LLC | 288694 | $1.17B | $1.38B | 6 | 2026-03-31 | → |
| 596 | ALGERT GLOBAL LLC | 125523 | $1.17B | $10.20B | 24 | 2026-05-31 | → |
| 597 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $1.16B | $30.48B | 193 | 2026-03-31 | → |
| 598 | BOW RIVER ADVISERS, LLC | 325285 | $1.16B | $1.16B | 27 | 2026-03-31 | → |
| 599 | SPYGLASS CAPITAL MANAGEMENT, LLC | 281266 | $1.16B | $2.02B | 11 | 2026-06-30 | → |
| 600 | CURI CAPITAL, LLC | 134249 | $1.16B | $11.58B | 180 | 2026-03-31 | → |
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