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 | |
|---|---|---|---|---|---|---|---|
| 701 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $716.2M | $18.07B | 16 | 2026-03-31 | → |
| 702 | USCF ADVISERS LLC | 171962 | $714.9M | $714.9M | 14 | 2026-03-31 | → |
| 703 | ANFIELD CAPITAL MANAGEMENT, LLC | 165211 | $707.7M | $2.16B | 10 | 2026-03-31 | → |
| 704 | BITWISE INVESTMENT MANAGER, LLC | 317943 | $698.0M | $721.8M | 26 | 2026-06-30 | → |
| 705 | TT INTERNATIONAL ASSET MANAGEMENT LTD | 110858 | $696.4M | $5.07B | 79 | 2026-03-31 | → |
| 706 | DONALD L. HAGAN, LLC | 139671 | $681.4M | $842.8M | 10 | 2025-10-31 | → |
| 707 | YORKTOWN MANAGEMENT AND RESEARCH CO INC | 105083 | $677.1M | $677.1M | 9 | 2026-03-31 | → |
| 708 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $670.4M | $52.63B | 254 | 2026-03-31 | → |
| 709 | POST ADVISORY GROUP, LLC | 108860 | $668.0M | $13.03B | 49 | 2026-05-31 | → |
| 710 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $666.6M | $18.81B | 140 | 2026-03-31 | → |
| 711 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $665.6M | $13.38B | 348 | 2026-03-31 | → |
| 712 | REINHART PARTNERS, LLC | 106432 | $665.3M | $2.47B | 16 | 2026-05-31 | → |
| 713 | ANCORA ADVISORS LLC | 124674 | $659.1M | $4.61B | 46 | 2026-03-31 | → |
| 714 | BANK OF HAWAII | 112324 | $658.4M | $1.25B | 34 | 2026-03-31 | → |
| 715 | ROBINHOOD VENTURES DE, LLC | 339165 | $655.3M | $655.3M | 125 | 2026-05-31 | → |
| 716 | CURASSET CAPITAL MANAGEMENT, LLC | 316522 | $643.2M | $643.2M | 6 | 2026-03-31 | → |
| 717 | 3EDGE ASSET MANAGEMENT, LP | 282059 | $638.1M | $1.95B | 24 | 2026-04-30 | → |
| 718 | ABACUS FCF ADVISORS LLC | 135152 | $635.6M | $642.6M | 5 | 2026-06-30 | → |
| 719 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | $632.4M | $4.06B | 30 | 2026-02-28 | → |
| 720 | EAGLE GLOBAL ADVISORS LLC | 107306 | $631.2M | $3.10B | 24 | 2026-03-31 | → |
| 721 | SEPIO CAPITAL, LP | 285645 | $628.0M | $5.64B | 31 | 2026-04-30 | → |
| 722 | CAMBIAR INVESTORS, LLC | 115093 | $622.1M | $2.92B | 28 | 2026-03-31 | → |
| 723 | HUSSMAN STRATEGIC ADVISORS INC | 109400 | $617.4M | $617.4M | 5 | 2026-01-31 | → |
| 724 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $611.7M | $17.66B | 32 | 2026-03-31 | → |
| 725 | ARLINGTON PARTNERS LLC | 109335 | $605.2M | $2.31B | 14 | 2026-03-31 | → |
| 726 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $602.4M | $80.27B | 89 | 2026-03-31 | → |
| 727 | BROOKSTONE ASSET MANAGEMENT, LLC | 153467 | $597.9M | $597.9M | 5 | 2026-02-28 | → |
| 728 | HUBER CAPITAL MANAGEMENT LLC | 143344 | $596.8M | $729.2M | 11 | 2026-04-30 | → |
| 729 | QTRON INVESTMENTS LLC | 285608 | $595.5M | $1.23B | 7 | 2026-03-31 | → |
| 730 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $587.7M | $14.97B | 73 | 2026-06-30 | → |
| 731 | PENDER CAPITAL MANAGEMENT, LLC | 281448 | $586.4M | $661.4M | 14 | 2026-03-31 | → |
| 732 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $585.1M | $22.57B | 504 | 2026-03-31 | → |
| 733 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 107316 | $573.8M | $2.07B | 34 | 2026-03-31 | → |
| 734 | L2 ASSET MANAGEMENT, LLC | 172688 | $572.8M | $1.27B | 7 | 2026-03-31 | → |
| 735 | MACERATIO LLC | 304078 | $571.5M | $1.19B | 7 | 2026-06-30 | → |
| 736 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $570.6M | $5.48B | 21 | 2026-03-31 | → |
| 737 | DEARBORN PARTNERS L.L.C. | 108147 | $570.3M | $2.74B | 24 | 2026-03-31 | → |
| 738 | FREIF ADVISORS LLC | 340426 | $569.9M | $569.9M | 69 | 2026-05-31 | → |
| 739 | MESARETE CAPITAL LLP | 314600 | $569.0M | $4.75B | 27 | 2026-06-30 | → |
| 740 | OFS CAPITAL MANAGEMENT, LLC | 153533 | $568.2M | $1.76B | 47 | 2026-03-31 | → |
| 741 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | $564.5M | $4.21B | 22 | 2026-03-31 | → |
| 742 | OLSTEIN CAPITAL MANAGEMENT, L.P. | 38474 | $564.1M | $564.1M | 11 | 2026-03-31 | → |
| 743 | OAK THISTLE LLC | 299086 | $559.0M | $1.55B | 11 | 2026-05-31 | → |
| 744 | MAREN CAPITAL LLC | 319626 | $558.5M | $2.08B | 6 | 2026-04-30 | → |
| 745 | ADAMS STREET ADVISORS, LLC | 333783 | $558.2M | $672.1M | 318 | 2026-06-30 | → |
| 746 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $557.9M | $9.14B | 54 | 2026-03-31 | → |
| 747 | YCG, LLC | 145769 | $557.1M | $1.54B | 9 | 2026-03-31 | → |
| 748 | NUMERIC INVESTORS LLC | 131684 | $554.5M | $94.40B | 54 | 2026-04-30 | → |
| 749 | JAMES INVESTMENT RESEARCH INC | 110433 | $551.4M | $1.21B | 15 | 2026-05-31 | → |
| 750 | TWENTYFOUR ASSET MANAGEMENT LLP | 335919 | $550.2M | $31.76B | 77 | 2026-04-30 | → |
| 751 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $550.2M | $23.48B | 5 | 2026-03-31 | → |
| 752 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | $547.1M | $3.30B | 17 | 2026-03-31 | → |
| 753 | CAZ INVESTMENTS REGISTERED ADVISER LLC | 327614 | $540.6M | $540.6M | 83 | 2026-03-31 | → |
| 754 | HARBOURVEST REGISTERED ADVISERS L.P. | 332106 | $538.7M | $538.7M | 1,204 | 2026-04-30 | → |
| 755 | DORSEY, WRIGHT & ASSOCIATES, LLC | 104925 | $536.6M | $1.01B | 25 | 2026-04-30 | → |
| 756 | BRIGHT ROCK CAPITAL MANAGEMENT LLC | 152820 | $536.0M | $536.0M | 5 | 2026-03-31 | → |
| 757 | SPIRIT OF AMERICA MANAGEMENT CORP | 110023 | $534.7M | $540.0M | 35 | 2026-01-31 | → |
| 758 | GRANAHAN INVESTMENT MANAGEMENT LLC | 107745 | $533.4M | $2.36B | 20 | 2026-03-31 | → |
| 759 | K2/D&S MANAGEMENT CO., L.L.C. | 123826 | $532.6M | $6.53B | 30 | 2026-04-30 | → |
| 760 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $528.1M | $16.09B | 314 | 2026-06-30 | → |
| 761 | FIRST NATIONAL ADVISERS, LLC | 277146 | $527.1M | $7.37B | 35 | 2026-06-30 | → |
| 762 | ORIGIN CREDIT ADVISERS, LLC | 324839 | $524.8M | $538.0M | 8 | 2026-03-31 | → |
| 763 | SPARX ASSET MANAGEMENT CO., LTD. | 134747 | $524.7M | $11.71B | 145 | 2026-06-30 | → |
| 764 | VOYA INVESTMENT MANAGEMENT (UK) LIMITED | 319170 | $522.1M | $522.1M | 10 | 2026-03-31 | → |
| 765 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $518.6M | $20.29B | 63 | 2026-03-31 | → |
| 766 | BROAD RUN INVESTMENT MANAGEMENT, LLC | 165067 | $513.2M | $681.8M | 6 | 2026-03-31 | → |
| 767 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $509.6M | $15.28B | 112 | 2026-03-31 | → |
| 768 | CORBYN INVESTMENT MANAGEMENT INC | 104716 | $508.2M | $1.01B | 10 | 2026-06-30 | → |
| 769 | QUADRATIC CAPITAL MANAGEMENT LLC | 172768 | $508.1M | $508.1M | 4 | 2026-02-28 | → |
| 770 | ADVANCED ASSET MANAGEMENT ADVISORS, INC. | 119859 | $508.1M | $651.3M | 8 | 2026-03-31 | → |
| 771 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $506.2M | $15.52B | 97 | 2026-03-31 | → |
| 772 | EAB INVESTMENT GROUP, LLC | 165865 | $506.0M | $506.0M | 4 | 2026-03-31 | → |
| 773 | WEATHERBIE CAPITAL, LLC | 105991 | $505.9M | $1.34B | 7 | 2026-06-30 | → |
| 774 | GMO SINGAPORE PTE. LIMITED | 169321 | $505.8M | $2.13B | 15 | 2026-03-31 | → |
| 775 | HODGES CAPITAL MANAGEMENT INC | 110080 | $502.6M | $1.24B | 20 | 2025-10-31 | → |
| 776 | CLEARBRIDGE INC. | 110909 | $502.1M | $7.31B | 4 | 2025-10-31 | → |
| 777 | ELM PARTNERS MANAGEMENT LLC | 167225 | $502.0M | $3.02B | 8 | 2026-03-31 | → |
| 778 | AZZAD ASSET MANAGEMENT, INC. | 111291 | $498.2M | $1.84B | 18 | 2026-01-31 | → |
| 779 | AKKADIAN CEF MANAGER, LLC | 338152 | $496.3M | $496.3M | 14 | 2026-04-30 | → |
| 780 | VIRTUS ADVISERS, LLC | 168955 | $495.2M | $1.42B | 8 | 2026-03-31 | → |
| 781 | ASHMORE INVESTMENT ADVISORS LIMITED | 170303 | $487.1M | $1.94B | 152 | 2026-05-31 | → |
| 782 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $486.4M | $13.76B | 26 | 2026-03-31 | → |
| 783 | BULLDOG INVESTORS, LLP | 151585 | $485.4M | $561.0M | 6 | 2026-03-31 | → |
| 784 | MILITIA INVESTMENTS, LLC | 331788 | $483.6M | $483.6M | 4 | 2026-03-31 | → |
| 785 | RWC ASSET ADVISORS (US) LLC | 166517 | $481.2M | $4.38B | 22 | 2026-03-31 | → |
| 786 | PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC | 165500 | $479.1M | $479.1M | 661 | 2026-03-31 | → |
| 787 | SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC | 329887 | $478.5M | $478.5M | 9 | 2026-03-31 | → |
| 788 | DEAN INVESTMENT ASSOCIATES, LLC | 104635 | $477.9M | $909.3M | 10 | 2026-03-31 | → |
| 789 | DEAN CAPITAL MANAGEMENT, LLC | 145666 | $477.7M | $1.15B | 6 | 2026-06-30 | → |
| 790 | MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC | 147548 | $476.8M | $5.83B | 25 | 2026-05-31 | → |
| 791 | MANTEIO SCALABLE TECHNOLOGIES LLC | 333019 | $476.2M | $582.5M | 13 | 2026-03-31 | → |
| 792 | INFANGER INVESTMENT TECHNOLOGY, LLC | 112328 | $472.2M | $494.9M | 2 | 2026-03-31 | → |
| 793 | PICKERING ENERGY PARTNERS LP | 302116 | $468.8M | $1.66B | 51 | 2026-05-31 | → |
| 794 | WISDOM FIXED INCOME MANAGEMENT, LLC | 332006 | $464.2M | $464.2M | 11 | 2026-06-30 | → |
| 795 | DESTRA CAPITAL ADVISORS LLC | 148574 | $463.8M | $463.8M | 12 | 2026-03-31 | → |
| 796 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $463.8M | $23.95B | 56 | 2026-01-31 | → |
| 797 | BENEFIT STREET PARTNERS LIMITED | 160617 | $461.6M | $22.61B | 164 | 2026-05-31 | → |
| 798 | EAGLE POINT INCOME MANAGEMENT LLC | 299198 | $457.9M | $457.9M | 66 | 2026-03-31 | → |
| 799 | CALLODINE CAPITAL MANAGEMENT, LP | 297115 | $456.4M | $2.03B | 19 | 2026-06-30 | → |
| 800 | VERT ASSET MANAGEMENT LLC | 288445 | $456.0M | $464.4M | 2 | 2026-01-31 | → |
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