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 | |
|---|---|---|---|---|---|---|---|
| 801 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 110986 | $454.8M | $6.84B | 74 | 2026-06-30 | → |
| 802 | MEKETA INVESTMENT GROUP INC | 110601 | $454.0M | $9.99B | 248 | 2026-03-31 | → |
| 803 | STRATEGAS ASSET MANAGEMENT, LLC | 172000 | $452.2M | $458.4M | 26 | 2026-06-30 | → |
| 804 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | $449.6M | $6.68B | 30 | 2026-05-31 | → |
| 805 | KKM FINANCIAL LLC | 165136 | $445.4M | $733.9M | 5 | 2026-03-31 | → |
| 806 | VULCAN VALUE PARTNERS LLC | 151190 | $445.2M | $6.08B | 38 | 2026-05-31 | → |
| 807 | NUANCE INVESTMENTS, LLC | 148534 | $444.1M | $984.3M | 11 | 2026-01-31 | → |
| 808 | HEDGEYE ASSET MANAGEMENT, LLC | 336185 | $443.4M | $443.4M | 10 | 2026-02-28 | → |
| 809 | NICHOLAS WEALTH, LLC | 282635 | $441.6M | $739.8M | 19 | 2026-04-30 | → |
| 810 | DESTINY ADVISORS LLC | 312099 | $441.4M | $441.4M | 4 | 2026-03-31 | → |
| 811 | CHIRON INVESTMENT MANAGEMENT, LLC | 277165 | $440.2M | $440.2M | 89 | 2025-03-31 | → |
| 812 | ASTORIA PORTFOLIO ADVISORS LLC | 288271 | $437.7M | $977.6M | 9 | 2026-03-31 | → |
| 813 | NOMURA CAPITAL MANAGEMENT LLC | 324417 | $436.8M | $651.3M | 167 | 2026-06-30 | → |
| 814 | ALPHACENTRIC ADVISORS LLC | 170679 | $433.1M | $433.1M | 11 | 2026-06-30 | → |
| 815 | REGENTS PARK FUNDS, LLC | 284684 | $433.0M | $433.0M | 7 | 2026-03-31 | → |
| 816 | AETOS ALTERNATIVES MANAGEMENT, L.P. | 116761 | $426.5M | $5.80B | 19 | 2026-03-31 | → |
| 817 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $425.8M | $15.19B | 212 | 2026-03-31 | → |
| 818 | TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC | 332802 | $425.0M | $425.0M | 315 | 2026-05-31 | → |
| 819 | APOLLO S3 RIC MANAGEMENT, L.P. | 330339 | $423.8M | $423.8M | 3,564 | 2026-03-31 | → |
| 820 | CAVALIER INVESTMENTS, LLC | 281201 | $418.3M | $421.4M | 7 | 2026-03-31 | → |
| 821 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $417.4M | $154.66B | 598 | 2026-03-31 | → |
| 822 | NEUBERGER BERMAN CANADA ULC | 284803 | $414.6M | $12.39B | 27 | 2026-04-30 | → |
| 823 | AB CARVAL INVESTORS, LP | 141819 | $413.8M | $18.44B | 169 | 2026-03-31 | → |
| 824 | DWS INTERNATIONAL GMBH | 105075 | $409.9M | $228.87B | 703 | 2026-05-31 | → |
| 825 | AZTLAN EQUITY MANAGEMENT, LLC | 286360 | $408.0M | $851.1M | 10 | 2026-03-31 | → |
| 826 | ORANGE INVESTMENT ADVISORS, LLC | 289406 | $408.0M | $765.0M | 4 | 2026-03-31 | → |
| 827 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $405.7M | $11.67B | 149 | 2026-03-31 | → |
| 828 | QUANTUM CAPITAL MANAGEMENT, LLC | 111083 | $405.5M | $1.00B | 4 | 2026-03-31 | → |
| 829 | FORT BAKER CAPITAL MANAGEMENT LP | 282926 | $405.3M | $1.07B | 9 | 2026-03-31 | → |
| 830 | MILLER HOWARD INVESTMENTS INC | 105800 | $400.6M | $3.81B | 34 | 2026-03-31 | → |
| 831 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | 117681 | $397.8M | $2.50B | 26 | 2026-04-30 | → |
| 832 | SOUTHERNSUN ASSET MANAGEMENT LLC | 154572 | $392.9M | $749.4M | 15 | 2026-03-31 | → |
| 833 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | $391.0M | $8.17B | 13 | 2026-03-31 | → |
| 834 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $389.8M | $123.58B | 322 | 2026-03-31 | → |
| 835 | ATLAS ASSET MANAGEMENT LLC | 173561 | $387.6M | $700.6M | 3 | 2025-12-31 | → |
| 836 | ABS INVESTMENT MANAGEMENT LLC | 127290 | $387.1M | $10.48B | 47 | 2026-06-30 | → |
| 837 | TAPP FINANCE, INC. | 327980 | $386.0M | $386.0M | 2 | 2026-06-30 | → |
| 838 | VELA INVESTMENT MANAGEMENT, LLC | 306678 | $383.9M | $562.9M | 29 | 2026-03-31 | → |
| 839 | PGIM DC SOLUTIONS LLC | 318800 | $383.5M | $6.90B | 66 | 2026-05-31 | → |
| 840 | CLEARSHARES LLC | 157531 | $382.5M | $382.5M | 3 | 2026-04-30 | → |
| 841 | MYRIAD ASSET MANAGEMENT ADVISORS LLC | 335546 | $380.9M | $380.9M | 5 | 2026-02-28 | → |
| 842 | JACKSON SQUARE PARTNERS, LLC | 170064 | $379.6M | $995.1M | 4 | 2025-03-31 | → |
| 843 | HAMILTON CAPITAL, LLC | 109116 | $378.6M | $4.94B | 90 | 2026-04-30 | → |
| 844 | CASPIAN CAPITAL, LP | 155751 | $377.9M | $7.03B | 29 | 2026-03-31 | → |
| 845 | ARROW INVESTMENT ADVISORS, LLC | 139652 | $377.3M | $377.3M | 10 | 2026-03-31 | → |
| 846 | HILTON CAPITAL MANAGEMENT, LLC | 116357 | $374.4M | $3.16B | 27 | 2026-06-30 | → |
| 847 | POPLAR FOREST CAPITAL LLC | 145250 | $373.7M | $1.28B | 10 | 2025-03-31 | → |
| 848 | PRIMARK ADVISORS, LLC | 309653 | $371.6M | $371.6M | 12 | 2026-03-31 | → |
| 849 | BLUEPRINT INVESTMENT PARTNERS LLC | 170196 | $369.1M | $1.87B | 9 | 2026-04-30 | → |
| 850 | CROMWELL INVESTMENT ADVISORS, LLC | 314411 | $368.9M | $368.9M | 4 | 2026-03-31 | → |
| 851 | SUMMIT STREET CAPITAL MANAGEMENT, LLC | 160129 | $368.2M | $757.5M | 5 | 2026-03-31 | → |
| 852 | RUNNING OAK CAPITAL LLC | 286656 | $368.0M | $874.7M | 2 | 2026-05-31 | → |
| 853 | DONOGHUE FORLINES LLC | 285403 | $367.5M | $370.5M | 7 | 2026-03-31 | → |
| 854 | GLG LLC | 138802 | $366.3M | $7.04B | 29 | 2026-03-31 | → |
| 855 | AGF INVESTMENTS LLC | 153781 | $364.7M | $4.92B | 33 | 2026-06-30 | → |
| 856 | DEARBORN CAPITAL MANAGEMENT, LLC | 155473 | $360.9M | $360.9M | 12 | 2026-03-31 | → |
| 857 | THE BURNEY COMPANY | 106945 | $360.9M | $3.59B | 46 | 2026-03-31 | → |
| 858 | RAINIER INVESTMENT MANAGEMENT LLC | 105556 | $355.6M | $581.1M | 3 | 2026-06-30 | → |
| 859 | Q3 ASSET MANAGEMENT CORPORATION | 137839 | $354.0M | $794.7M | 12 | 2026-03-31 | → |
| 860 | EQUITY INVESTMENT CORPORATION | 283930 | $353.0M | $3.51B | 27 | 2026-03-31 | → |
| 861 | BLUESTONE CAPITAL MANAGEMENT, LLC | 157841 | $352.7M | $390.1M | 4 | 2026-03-31 | → |
| 862 | FIERA CAPITAL INC. | 113638 | $351.6M | $17.28B | 95 | 2026-03-31 | → |
| 863 | DANA INVESTMENT ADVISORS INC | 105879 | $350.7M | $6.08B | 60 | 2026-03-31 | → |
| 864 | INCASA LLC | 174058 | $350.0M | $725.2M | 3 | 2026-03-31 | → |
| 865 | BRIDGE CAPITAL ADVISORS | 317554 | $350.0M | $687.3M | 3 | 2025-09-30 | → |
| 866 | BRUCE & CO INC | 104735 | $347.8M | $379.5M | 1 | 2026-03-31 | → |
| 867 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | 151223 | $347.1M | $2.23B | 0 | 2025-12-31 | → |
| 868 | OPAL CAPITAL LLC | 322755 | $346.2M | $348.3M | 11 | 2026-06-30 | → |
| 869 | BOOSTER ASSET MANAGEMENT, LLC | 330362 | $346.1M | $346.1M | 2 | 2026-02-28 | → |
| 870 | GUINNESS ATKINSON ASSET MANAGEMENT, INC. | 124465 | $344.4M | $344.4M | 41 | 2026-03-31 | → |
| 871 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $344.3M | $24.86B | 41 | 2026-03-31 | → |
| 872 | FIRST SENTIER INVESTORS (UK) IM LIMITED | 281323 | $342.6M | $13.27B | 314 | 2026-03-31 | → |
| 873 | DIAMETER DCF ADVISOR LLC | 335395 | $342.6M | $342.6M | 119 | 2026-04-30 | → |
| 874 | 1832 ASSET MANAGEMENT U.S. INC. | 120836 | $342.4M | $1.43B | 251 | 2026-05-31 | → |
| 875 | TERAMO ADVISORS, LLC | 291574 | $342.0M | $344.7M | 5 | 2026-03-31 | → |
| 876 | BLUEPRINT FUND MANAGEMENT LLC | 306419 | $340.5M | $340.5M | 9 | 2026-02-28 | → |
| 877 | TORRAY INVESTMENT PARTNERS LLC | 105818 | $340.3M | $750.1M | 10 | 2026-06-30 | → |
| 878 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $339.1M | $601.79B | 960 | 2026-06-30 | → |
| 879 | RIVERFRONT INVESTMENT GROUP, LLC | 146221 | $338.0M | $2.22B | 46 | 2026-06-30 | → |
| 880 | GUINNESS ASSET MANAGEMENT LIMITED | 140891 | $336.6M | $11.43B | 81 | 2025-12-31 | → |
| 881 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | $335.7M | $5.63B | 43 | 2026-06-30 | → |
| 882 | CION GROSVENOR MANAGEMENT, LLC | 330199 | $335.2M | $335.2M | 5 | 2026-03-31 | → |
| 883 | IMPULSORA DEL FONDO MEXICO, SC | 105298 | $333.5M | $333.5M | 5 | 2026-03-31 | → |
| 884 | CIM CAPITAL IC MANAGEMENT, LLC | 301416 | $331.9M | $1.08B | 160 | 2026-03-31 | → |
| 885 | KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286032 | $331.2M | $4.70B | 9 | 2026-06-30 | → |
| 886 | SL ADVISORS, LLC | 151495 | $327.6M | $393.3M | 4 | 2026-02-28 | → |
| 887 | FIGURE INVESTMENT ADVISORS, LLC | 158307 | $327.4M | $442.2M | 5 | 2026-03-31 | → |
| 888 | COMMUNITY DEVELOPMENT FUND ADVISORS, LLC | 281617 | $326.4M | $326.4M | 2 | 2026-05-31 | → |
| 889 | UNIVERSAL FINANCIAL SERVICES INC. | 131558 | $324.6M | $324.6M | 3 | 2026-02-28 | → |
| 890 | ORIENTAL BANK | 312982 | $322.6M | $322.6M | 9 | 2026-03-31 | → |
| 891 | H. M. PAYSON & CO. | 2993 | $321.2M | $9.09B | 34 | 2026-03-31 | → |
| 892 | HAVERFORD FINANCIAL SERVICES, INC. | 130007 | $321.0M | $366.4M | 45 | 2026-03-31 | → |
| 893 | GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC | 288841 | $318.5M | $318.5M | 320 | 2026-04-30 | → |
| 894 | AUXIER ASSET MANAGEMENT LLC | 107980 | $315.9M | $946.1M | 11 | 2026-03-31 | → |
| 895 | MATTHEW 25 MANAGEMENT CORP | 104566 | $315.9M | $315.9M | 1 | 2026-03-31 | → |
| 896 | THE FUTURE FUND LLC | 313973 | $314.4M | $314.4M | 3 | 2026-03-31 | → |
| 897 | GCM GROSVENOR L.P. | 108654 | $313.2M | $95.49B | 466 | 2026-06-30 | → |
| 898 | APEX FINANCIAL ADVISORS, INC | 155210 | $312.7M | $505.1M | 10 | 2025-03-31 | → |
| 899 | CASTLEARK MANAGEMENT LLC | 109587 | $311.7M | $4.59B | 28 | 2026-04-30 | → |
| 900 | BEXIL ADVISERS LLC | 154387 | $306.6M | $306.6M | 10 | 2026-02-28 | → |
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