Research Report · 2026-06-30
Top Registered Investment Advisers by Discretionary AUM
SEC-registered investment advisers ranked by latest reported discretionary regulatory assets under management.
Firms
1,000
Total AUM
$157.21T
Median AUM
$41.47B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Discretionary AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | FIERA CAPITAL INC. | 113638 | $17.19B | $17.28B | 95 | 2026-03-31 | → |
| 902 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $17.15B | $23.84B | 110 | 2026-06-30 | → |
| 903 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | 282516 | $17.10B | $22.95B | 91 | 2026-03-31 | → |
| 904 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $17.07B | $17.07B | 12 | 2026-03-31 | → |
| 905 | CHOREO, LLC | 111221 | $17.05B | $19.14B | 232 | 2026-03-31 | → |
| 906 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $17.02B | $40.25B | 193 | 2026-04-30 | → |
| 907 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $17.02B | $17.75B | 65 | 2026-03-31 | → |
| 908 | SIGULER GUFF ADVISERS LLC | 106788 | $17.00B | $18.26B | 130 | 2026-03-31 | → |
| 909 | TPG REAL ESTATE ADVISORS, LLC | 170731 | $16.97B | $16.97B | 48 | 2026-06-30 | → |
| 910 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $16.90B | $17.68B | 238 | 2026-06-30 | → |
| 911 | AMPLIFY INVESTMENTS LLC | 173781 | $16.88B | $17.70B | 42 | 2026-03-31 | → |
| 912 | CARILLON TOWER ADVISERS, INC. | 174904 | $16.86B | $16.86B | 175 | 2026-05-31 | → |
| 913 | SYMMETRY INVESTMENTS US LLC | 317755 | $16.83B | $16.83B | 10 | 2026-03-31 | → |
| 914 | NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | $16.73B | $16.73B | 401 | 2026-05-31 | → |
| 915 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $16.71B | $16.71B | 55 | 2026-03-31 | → |
| 916 | DARSANA CAPITAL PARTNERS LP | 170862 | $16.67B | $16.67B | 23 | 2026-03-31 | → |
| 917 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $16.66B | $16.66B | 33 | 2026-03-31 | → |
| 918 | MANNING & NAPIER ADVISORS, LLC | 105992 | $16.63B | $17.03B | 195 | 2026-06-30 | → |
| 919 | ARISTOTLE INVESTMENT SERVICES, LLC | 324207 | $16.50B | $16.50B | 27 | 2026-03-31 | → |
| 920 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | $16.50B | $16.50B | 37 | 2026-03-31 | → |
| 921 | FREESTONE GROVE PARTNERS LP | 328089 | $16.48B | $16.48B | 182 | 2026-03-31 | → |
| 922 | RA CAPITAL MANAGEMENT, LP | 160174 | $16.40B | $16.40B | 185 | 2026-03-31 | → |
| 923 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $16.37B | $16.37B | 65 | 2026-05-31 | → |
| 924 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $16.33B | $21.33B | 129 | 2026-03-31 | → |
| 925 | 3G CAPITAL PARTNERS LP | 156934 | $16.31B | $16.31B | 19 | 2026-03-31 | → |
| 926 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $16.30B | $16.30B | 24 | 2026-06-30 | → |
| 927 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $16.29B | $16.87B | 191 | 2026-04-30 | → |
| 928 | VENERABLE INVESTMENT ADVISERS, LLC | 330755 | $16.27B | $16.27B | 12 | 2026-05-31 | → |
| 929 | KOHLBERG & CO., L.L.C. | 160745 | $16.25B | $17.15B | 91 | 2026-05-31 | → |
| 930 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $16.25B | $16.25B | 38 | 2026-05-31 | → |
| 931 | MONARCH ALTERNATIVE CAPITAL LP | 159465 | $16.17B | $16.69B | 107 | 2026-05-31 | → |
| 932 | VARDE MANAGEMENT, L.P. | 148949 | $16.13B | $16.13B | 197 | 2026-06-30 | → |
| 933 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | $16.10B | $16.10B | 250 | 2026-03-31 | → |
| 934 | FS/KKR ADVISOR, LLC | 292803 | $16.10B | $16.10B | 736 | 2026-06-30 | → |
| 935 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $16.09B | $16.09B | 314 | 2026-06-30 | → |
| 936 | WILMINGTON FUNDS MANAGEMENT CORPORATION | 105163 | $16.08B | $16.08B | 39 | 2026-03-31 | → |
| 937 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $16.07B | $16.07B | 68 | 2026-03-31 | → |
| 938 | SILVERBAY CAPITAL MANAGEMENT LLC | 151259 | $16.06B | $16.06B | 82 | 2026-03-31 | → |
| 939 | FUND EVALUATION GROUP, LLC | 121658 | $16.00B | $23.86B | 136 | 2026-03-31 | → |
| 940 | FARTHER FINANCE ADVISORS, LLC | 302050 | $15.99B | $16.01B | 571 | 2026-03-31 | → |
| 941 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $15.98B | $15.98B | 58 | 2026-04-30 | → |
| 942 | RCP ADVISORS 2, LLC | 289963 | $15.97B | $18.21B | 63 | 2026-03-31 | → |
| 943 | MORGAN STANLEY INFRASTRUCTURE INC. | 142824 | $15.97B | $15.97B | 67 | 2026-05-31 | → |
| 944 | GREAT LAKES ADVISORS, LLC | 110757 | $15.87B | $16.16B | 84 | 2026-05-31 | → |
| 945 | MAVERICK CAPITAL LTD | 108262 | $15.85B | $15.85B | 98 | 2026-03-31 | → |
| 946 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $15.80B | $49.85B | 33 | 2026-03-31 | → |
| 947 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | $15.74B | $17.14B | 184 | 2025-07-31 | → |
| 948 | WHITEBOX ADVISORS LLC | 121995 | $15.74B | $15.74B | 67 | 2026-03-31 | → |
| 949 | TOWNSEND HOLDINGS LLC | 160006 | $15.74B | $19.64B | 110 | 2026-03-31 | → |
| 950 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $15.72B | $15.72B | 99 | 2026-03-31 | → |
| 951 | SOROBAN CAPITAL PARTNERS LP | 157360 | $15.67B | $15.67B | 39 | 2026-03-31 | → |
| 952 | OEP CAPITAL ADVISORS, L.P. | 173626 | $15.66B | $15.73B | 77 | 2026-03-31 | → |
| 953 | GREENBRIAR EQUITY GROUP, L.P. | 157475 | $15.65B | $15.65B | 37 | 2026-03-31 | → |
| 954 | CF PRIVATE EQUITY, INC. | 110657 | $15.65B | $15.78B | 66 | 2025-12-31 | → |
| 955 | BATTERY MANAGEMENT CORP. | 160921 | $15.61B | $15.61B | 113 | 2026-03-31 | → |
| 956 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | 165796 | $15.57B | $15.57B | 53 | 2026-03-31 | → |
| 957 | WEISS ASSET MANAGEMENT LP | 155564 | $15.56B | $15.56B | 139 | 2026-03-31 | → |
| 958 | PFS INVESTMENTS INC. | 10111 | $15.54B | $15.54B | 3,992 | 2026-03-31 | → |
| 959 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $15.47B | $15.47B | 41 | 2026-03-31 | → |
| 960 | AEA QP ADVISERS LLC | 124560 | $15.46B | $15.46B | 157 | 2026-06-30 | → |
| 961 | TISHMAN SPEYER PROPERTIES, L.P. | 160079 | $15.43B | $15.43B | 491 | 2026-04-30 | → |
| 962 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $15.42B | $15.52B | 97 | 2026-03-31 | → |
| 963 | MSREF REAL ESTATE ADVISOR, INC. | 142047 | $15.39B | $15.77B | 372 | 2026-05-31 | → |
| 964 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $15.38B | $17.21B | 117 | 2026-06-30 | → |
| 965 | BANNER RIDGE PARTNERS, LP | 304928 | $15.32B | $15.32B | 27 | 2026-03-31 | → |
| 966 | SUMMIT ROCK ADVISORS, LP | 144059 | $15.29B | $26.18B | 74 | 2026-03-31 | → |
| 967 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $15.28B | $15.28B | 112 | 2026-03-31 | → |
| 968 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $15.23B | $15.23B | 47 | 2026-03-31 | → |
| 969 | BLACKSTONE IRELAND LIMITED | 292121 | $15.19B | $15.19B | 711 | 2026-05-31 | → |
| 970 | POMONA MANAGEMENT LLC | 148269 | $15.16B | $15.16B | 41 | 2026-03-31 | → |
| 971 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.15B | $15.48B | 2,180 | 2026-06-30 | → |
| 972 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | $15.12B | $15.46B | 118 | 2026-05-31 | → |
| 973 | ARCTOS PARTNERS, LP | 307116 | $15.11B | $18.22B | 77 | 2026-03-31 | → |
| 974 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $15.08B | $15.19B | 212 | 2026-03-31 | → |
| 975 | BAIN CAPITAL ASSET MANAGEMENT, LP | 183517 | $15.06B | $16.29B | 46 | 2026-03-31 | → |
| 976 | SETANTA ASSET MANAGEMENT LTD | 281781 | $15.02B | $15.02B | 24 | 2025-03-31 | → |
| 977 | GIGAFUND MANAGEMENT COMPANY, LLC | 289807 | $14.97B | $14.97B | 7 | 2026-03-31 | → |
| 978 | ABRY PARTNERS II, LLC | 161154 | $14.90B | $14.90B | 1 | 2026-03-31 | → |
| 979 | WCAS MANAGEMENT CORPORATION | 155695 | $14.90B | $14.90B | 105 | 2026-05-31 | → |
| 980 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $14.89B | $14.89B | 56 | 2026-03-31 | → |
| 981 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $14.83B | $14.97B | 73 | 2026-06-30 | → |
| 982 | WOLVERINE ASSET MANAGEMENT, LLC | 138907 | $14.83B | $14.83B | 44 | 2026-06-30 | → |
| 983 | TROY ASSET MANAGEMENT LTD | 319174 | $14.80B | $14.80B | 43 | 2025-06-30 | → |
| 984 | CW ADVISORS, LLC | 310873 | $14.79B | $15.22B | 152 | 2026-05-31 | → |
| 985 | CI GLOBAL INVESTMENTS INC. | 156752 | $14.74B | $14.74B | 2 | 2026-03-31 | → |
| 986 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $14.73B | $14.73B | 52 | 2026-06-30 | → |
| 987 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $14.73B | $14.73B | 17 | 2026-03-31 | → |
| 988 | ASPIRIANT, LLC | 146720 | $14.67B | $18.05B | 218 | 2026-05-31 | → |
| 989 | PHARO MANAGEMENT, INC. | 141216 | $14.62B | $14.62B | 48 | 2026-03-31 | → |
| 990 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $14.60B | $15.67B | 72 | 2026-03-31 | → |
| 991 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | $14.59B | $15.33B | 60 | 2026-03-31 | → |
| 992 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 993 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | $14.57B | $14.57B | 137 | 2026-05-31 | → |
| 994 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $14.46B | $15.13B | 205 | 2026-04-30 | → |
| 995 | PAAMCO PRISMA, LLC | 108989 | $14.45B | $14.45B | 37 | 2026-05-31 | → |
| 996 | EVOKE WEALTH, LLC | 300856 | $14.42B | $17.29B | 96 | 2026-04-30 | → |
| 997 | DRA ADVISORS LLC | 106311 | $14.42B | $14.42B | 99 | 2026-03-31 | → |
| 998 | PINE RIDGE ADVISERS LLC | 296362 | $14.42B | $14.42B | 14 | 2026-03-31 | → |
| 999 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | 156925 | $14.40B | $14.45B | 166 | 2026-05-31 | → |
| 1000 | M&G INVESTMENTS (USA) INC. | 305254 | $14.32B | $14.32B | 47 | 2026-03-31 | → |
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