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 | |
|---|---|---|---|---|---|---|---|
| 601 | VIKING FUND MANAGEMENT LLC | 107927 | $1.15B | $1.15B | 5 | 2026-03-31 | → |
| 602 | LYRICAL ASSET MANAGEMENT LP | 148267 | $1.15B | $7.37B | 30 | 2026-03-31 | → |
| 603 | 1WS CAPITAL ADVISORS, LLC | 298723 | $1.14B | $1.14B | 9 | 2026-03-31 | → |
| 604 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | $1.14B | $10.53B | 292 | 2026-03-31 | → |
| 605 | ICAPITAL FUND ADVISORS LLC | 330352 | $1.13B | $1.13B | 165 | 2026-06-30 | → |
| 606 | EURO PACIFIC ASSET MANAGEMENT, LLC | 152922 | $1.13B | $2.18B | 14 | 2026-04-30 | → |
| 607 | CSM ADVISORS, LLC | 306128 | $1.13B | $11.65B | 44 | 2026-05-31 | → |
| 608 | PEREGRINE CAPITAL MANAGEMENT, LLC | 110052 | $1.12B | $4.07B | 28 | 2026-03-31 | → |
| 609 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | $1.11B | $1.90B | 19 | 2026-04-30 | → |
| 610 | NEWFOUND RESEARCH LLC | 159064 | $1.11B | $1.11B | 5 | 2026-02-28 | → |
| 611 | BRAGG FINANCIAL ADVISORS INC | 108780 | $1.11B | $4.67B | 39 | 2026-03-31 | → |
| 612 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $1.11B | $23.32B | 47 | 2026-03-31 | → |
| 613 | LEEWARD INVESTMENTS, LLC | 312557 | $1.10B | $2.87B | 14 | 2026-03-31 | → |
| 614 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $1.09B | $35.71B | 630 | 2026-03-31 | → |
| 615 | FLEXIBLE PLAN INVESTMENTS LTD | 110762 | $1.09B | $1.48B | 68 | 2026-03-31 | → |
| 616 | LIQUID STRATEGIES, LLC | 170107 | $1.07B | $1.45B | 13 | 2026-03-31 | → |
| 617 | SCHARF INVESTMENTS, LLC | 105508 | $1.07B | $4.21B | 23 | 2026-03-31 | → |
| 618 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | $1.06B | $55.66B | 206 | 2026-06-30 | → |
| 619 | TWIN OAK ETF COMPANY | 330365 | $1.06B | $1.06B | 6 | 2026-05-31 | → |
| 620 | STEPSTONE GROUP PRIVATE DEBT LLC | 323711 | $1.06B | $5.79B | 0 | 2026-06-30 | → |
| 621 | VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC | 143732 | $1.05B | $1.05B | 0 | 2026-06-30 | → |
| 622 | CLARION PARTNERS, LLC | 108803 | $1.05B | $73.68B | 321 | 2026-02-28 | → |
| 623 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $1.05B | $26.04B | 131 | 2026-04-30 | → |
| 624 | PORTOLAN CAPITAL MANAGEMENT, LLC | 157542 | $1.05B | $2.02B | 12 | 2026-04-30 | → |
| 625 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $1.04B | $8.01B | 45 | 2026-06-30 | → |
| 626 | CIFC INVESTMENT MANAGEMENT LLC | 107050 | $1.04B | $1.04B | 200 | 2026-03-31 | → |
| 627 | WAHED INVEST LLC | 242793 | $1.04B | $1.29B | 9 | 2026-06-30 | → |
| 628 | AC FUNDS, LLC | 311748 | $1.03B | $1.03B | 2 | 2026-03-31 | → |
| 629 | WEDBUSH FUND ADVISERS, LLC | 334057 | $1.02B | $1.02B | 5 | 2026-04-30 | → |
| 630 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | $1.02B | $4.17B | 39 | 2026-03-31 | → |
| 631 | TOEWS CORPORATION | 106304 | $1.02B | $1.04B | 20 | 2026-03-31 | → |
| 632 | TWO SIGMA INVESTMENTS, LP | 137137 | $1.02B | $232.82B | 1,555 | 2026-03-31 | → |
| 633 | MAIN MANAGEMENT FUND ADVISORS, LLC | 281689 | $1.01B | $1.01B | 27 | 2026-03-31 | → |
| 634 | M FINANCIAL INVESTMENT ADVISERS INC | 106648 | $1.01B | $1.01B | 3 | 2026-03-31 | → |
| 635 | AXA INVESTMENT MANAGERS US INC | 113608 | $1.00B | $79.24B | 167 | 2026-03-31 | → |
| 636 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $997.3M | $621.02B | 611 | 2026-05-31 | → |
| 637 | CHENAVARI CREDIT PARTNERS LLP | 158713 | $990.3M | $5.79B | 43 | 2026-03-31 | → |
| 638 | SOUND SHORE MANAGEMENT INC | 112379 | $987.6M | $3.40B | 16 | 2026-04-30 | → |
| 639 | BEACON POINTE ADVISORS, LLC | 119290 | $984.1M | $54.87B | 780 | 2026-05-31 | → |
| 640 | VISTASHARES ADVISORS LLC | 331812 | $984.0M | $984.0M | 6 | 2026-03-31 | → |
| 641 | BENEFIT STREET PARTNERS L.L.C. | 158672 | $977.3M | $28.32B | 241 | 2026-05-31 | → |
| 642 | ARDIAN US LLC | 121326 | $976.3M | $2.77B | 128 | 2026-03-31 | → |
| 643 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $966.7M | $52.93B | 313 | 2026-04-30 | → |
| 644 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $956.2M | $10.24B | 73 | 2026-03-31 | → |
| 645 | CCM INVESTMENT GROUP, LLC | 327915 | $951.6M | $951.6M | 3 | 2025-03-31 | → |
| 646 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $950.3M | $8.82B | 58 | 2026-03-31 | → |
| 647 | BSP NY LLC | 128557 | $936.4M | $14.24B | 18 | 2026-03-31 | → |
| 648 | TWO SIGMA ADVISERS, LP | 152254 | $927.4M | $74.26B | 101 | 2026-01-31 | → |
| 649 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $924.3M | $12.77B | 193 | 2025-12-31 | → |
| 650 | POLEN CAPITAL CREDIT, LLC | 108468 | $919.8M | $6.13B | 46 | 2026-05-31 | → |
| 651 | CRAMER ROSENTHAL MCGLYNN LLC | 107911 | $917.3M | $2.27B | 24 | 2026-04-30 | → |
| 652 | SG TRADING SOLUTIONS, LLC | 322928 | $911.7M | $911.7M | 5 | 2026-05-31 | → |
| 653 | CONSTITUTION CAPITAL PM, L. P. | 319678 | $910.8M | $910.8M | 67 | 2026-03-31 | → |
| 654 | WESBANCO BANK, INC. | 111907 | $892.6M | $892.6M | 13 | 2026-03-31 | → |
| 655 | DUPREE & COMPANY, INC. | 1697 | $888.2M | $888.2M | 12 | 2026-02-28 | → |
| 656 | CLOUGH CAPITAL PARTNERS, LP | 131257 | $884.1M | $1.51B | 11 | 2026-03-31 | → |
| 657 | ARISTOTLE ATLANTIC PARTNERS, LLC | 285721 | $881.2M | $2.22B | 7 | 2026-03-31 | → |
| 658 | SEYMOUR ASSET MANAGEMENT LLC | 291768 | $877.5M | $877.5M | 1 | 2026-05-31 | → |
| 659 | XA INVESTMENTS LLC | 284005 | $865.6M | $865.6M | 15 | 2026-03-31 | → |
| 660 | MIROVA US LLC | 300152 | $847.3M | $13.62B | 64 | 2026-03-31 | → |
| 661 | SMITH GROUP ASSET MANAGEMENT, LLC | 313265 | $843.0M | $2.21B | 14 | 2026-03-31 | → |
| 662 | RIVERPARK ADVISORS, LLC | 150646 | $836.0M | $836.0M | 17 | 2026-03-31 | → |
| 663 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $822.8M | $136.48B | 32 | 2026-03-31 | → |
| 664 | CHICKASAW CAPITAL MANAGEMENT, LLC | 127398 | $821.9M | $2.55B | 19 | 2026-04-30 | → |
| 665 | ONEASCENT INVESTMENT SOLUTIONS, LLC | 285512 | $815.9M | $987.2M | 27 | 2026-03-31 | → |
| 666 | APOLLO CREDIT MANAGEMENT, LLC | 156115 | $809.4M | $29.97B | 3,564 | 2026-03-31 | → |
| 667 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $809.1M | $14.59B | 132 | 2026-05-31 | → |
| 668 | WYNKOOP LLC | 150018 | $804.8M | $1.22B | 7 | 2026-06-30 | → |
| 669 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $802.1M | $15.47B | 41 | 2026-03-31 | → |
| 670 | CAPITAL INNOVATIONS, LLC | 145329 | $798.5M | $806.7M | 4 | 2026-03-31 | → |
| 671 | CQS (US), LLC | 147329 | $798.0M | $5.49B | 16 | 2026-06-30 | → |
| 672 | TRILLIUM ASSET MANAGEMENT, LLC | 110901 | $789.7M | $4.31B | 53 | 2026-03-31 | → |
| 673 | APERIO GROUP, LLC | 111616 | $787.7M | $152.13B | 208 | 2026-04-30 | → |
| 674 | SYSTELLIGENCE, LLC | 283582 | $783.9M | $783.9M | 4 | 2026-03-31 | → |
| 675 | ICON ADVISERS, INC. | 108268 | $783.2M | $875.9M | 14 | 2026-05-31 | → |
| 676 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $781.4M | $12.56B | 79 | 2026-06-30 | → |
| 677 | WELLESLEY ASSET MANAGEMENT, INC. | 116176 | $780.6M | $1.99B | 30 | 2026-03-31 | → |
| 678 | PRINCETON FUND ADVISORS, LLC | 157821 | $780.0M | $780.0M | 8 | 2026-03-31 | → |
| 679 | SSI INVESTMENT MANAGEMENT LLC | 104889 | $778.2M | $2.55B | 25 | 2026-03-31 | → |
| 680 | STANDPOINT ASSET MANAGEMENT, LLC | 305155 | $771.1M | $771.1M | 7 | 2026-03-31 | → |
| 681 | FLOWSTONE PARTNERS, LLC | 301768 | $767.4M | $767.4M | 7 | 2026-04-30 | → |
| 682 | WISDOMTREE DIGITAL MANAGEMENT, INC. | 322139 | $766.0M | $766.0M | 6 | 2026-03-31 | → |
| 683 | NOMURA ASSET MANAGEMENT U.S.A. INC | 108222 | $765.6M | $1.01B | 26 | 2026-06-30 | → |
| 684 | GOEHRING & ROZENCWAJG ASSOCIATES, LLC | 283394 | $764.4M | $1.51B | 6 | 2026-05-31 | → |
| 685 | COHEN & STEERS ASIA LIMITED | 135661 | $759.7M | $2.95B | 18 | 2026-03-31 | → |
| 686 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | $755.8M | $1.71B | 21 | 2026-03-31 | → |
| 687 | MEDALIST PARTNERS LP | 292747 | $754.2M | $2.44B | 21 | 2026-05-31 | → |
| 688 | PACIFIC INCOME ADVISERS INC | 104719 | $753.0M | $2.25B | 14 | 2026-06-30 | → |
| 689 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $748.6M | $113.59B | 1,311 | 2026-03-31 | → |
| 690 | D.F. DENT AND COMPANY, INC. | 105179 | $744.0M | $7.88B | 31 | 2026-06-30 | → |
| 691 | GLOBAL EVOLUTION USA, LLC | 161677 | $739.8M | $1.19B | 24 | 2026-06-30 | → |
| 692 | EMBASSY ASSET MANAGEMENT LP | 314768 | $739.8M | $774.0M | 11 | 2026-05-31 | → |
| 693 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $738.9M | $57.92B | 753 | 2026-05-31 | → |
| 694 | ESTATE COUNSELORS, LLC | 123452 | $730.2M | $1.35B | 7 | 2026-03-31 | → |
| 695 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $728.9M | $35.05B | 100 | 2026-03-31 | → |
| 696 | THE LEUTHOLD GROUP, LLC | 105826 | $727.8M | $1.17B | 17 | 2026-03-31 | → |
| 697 | FS CREDIT INCOME ADVISOR, LLC | 289579 | $726.2M | $726.2M | 183 | 2026-06-30 | → |
| 698 | 3FOURTEEN & SMI ADVISORY SERVICES, LLC | 331301 | $723.0M | $723.0M | 6 | 2026-01-31 | → |
| 699 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | $721.0M | $5.89B | 27 | 2026-05-31 | → |
| 700 | TORTOISE INDEX SOLUTIONS, LLC | 213515 | $718.7M | $718.7M | 2 | 2025-03-31 | → |
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