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 | |
|---|---|---|---|---|---|---|---|
| 201 | NINETY ONE UK LIMITED | 158310 | $130.19B | $130.19B | 439 | 2026-06-30 | → |
| 202 | INCOME RESEARCH + MANAGEMENT | 104863 | $130.11B | $130.65B | 218 | 2026-03-31 | → |
| 203 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $128.73B | $128.73B | 4,220 | 2026-06-30 | → |
| 204 | ELLIOTT INVESTMENT MANAGEMENT L.P. | 307151 | $128.62B | $128.62B | 665 | 2026-05-31 | → |
| 205 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $126.84B | $197.53B | 6,478 | 2026-06-30 | → |
| 206 | VAN ECK ASSOCIATES CORPORATION | 105080 | $125.61B | $125.61B | 292 | 2026-03-31 | → |
| 207 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | $125.26B | $125.26B | 881 | 2026-03-31 | → |
| 208 | GC OPAL ADVISORS LLC | 289425 | $124.30B | $124.30B | 1,087 | 2026-06-30 | → |
| 209 | MARINER, LLC | 140195 | $123.19B | $125.41B | 1,889 | 2026-03-31 | → |
| 210 | SANDERS CAPITAL, LLC | 151480 | $122.18B | $122.18B | 26 | 2026-03-31 | → |
| 211 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | $122.05B | $122.05B | 60 | 2026-03-31 | → |
| 212 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | $121.05B | $121.05B | 419 | 2026-06-30 | → |
| 213 | VANGUARD ADVISERS, INC. | 106715 | $120.70B | $344.62B | 2,208 | 2026-05-31 | → |
| 214 | BROWN ADVISORY LLC | 110181 | $119.21B | $124.31B | 782 | 2026-03-31 | → |
| 215 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $118.86B | $135.09B | 1,715 | 2026-03-31 | → |
| 216 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $118.63B | $120.70B | 364 | 2026-03-31 | → |
| 217 | AFLAC ASSET MANAGEMENT LLC | 304316 | $118.60B | $133.47B | 110 | 2026-03-31 | → |
| 218 | AON INVESTMENTS USA INC. | 105596 | $118.46B | $150.99B | 255 | 2026-03-31 | → |
| 219 | SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | $117.70B | $117.70B | 227 | 2026-05-31 | → |
| 220 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $117.54B | $123.58B | 322 | 2026-03-31 | → |
| 221 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED | 312825 | $117.06B | $117.06B | 3,585 | 2026-06-30 | → |
| 222 | LAZARD ASSET MANAGEMENT LLC | 122836 | $116.48B | $120.52B | 532 | 2026-03-31 | → |
| 223 | ANGELO, GORDON & CO., L.P. | 131940 | $115.94B | $115.94B | 1,096 | 2026-05-31 | → |
| 224 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $114.16B | $114.16B | 87 | 2026-06-30 | → |
| 225 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $113.59B | $113.59B | 1,311 | 2026-03-31 | → |
| 226 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $110.55B | $117.24B | 139 | 2026-02-28 | → |
| 227 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $110.43B | $122.06B | 354 | 2025-03-31 | → |
| 228 | HARRIS ASSOCIATES LP | 106960 | $109.45B | $109.48B | 221 | 2026-03-31 | → |
| 229 | WARBURG PINCUS LLC | 156945 | $108.66B | $108.66B | 829 | 2026-03-31 | → |
| 230 | NATIXIS ADVISORS, LLC | 106800 | $108.65B | $108.65B | 412 | 2026-03-31 | → |
| 231 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $108.03B | $110.95B | 147 | 2026-03-31 | → |
| 232 | TUDOR INVESTMENT CORPORATION | 159792 | $106.84B | $106.84B | 483 | 2026-03-31 | → |
| 233 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $106.72B | $326.70B | 1,116 | 2026-04-30 | → |
| 234 | CONNING, INC. | 107423 | $106.62B | $106.90B | 270 | 2026-03-31 | → |
| 235 | A16Z CAPITAL MANAGEMENT, L.L.C. | 160489 | $106.48B | $106.48B | 738 | 2026-03-31 | → |
| 236 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | 156973 | $104.73B | $106.02B | 643 | 2026-03-31 | → |
| 237 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $104.49B | $104.49B | 212 | 2026-05-31 | → |
| 238 | LSV ASSET MANAGEMENT | 109918 | $104.25B | $104.25B | 45 | 2026-03-31 | → |
| 239 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $104.04B | $116.17B | 185 | 2026-06-30 | → |
| 240 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | $103.98B | $105.30B | 1,790 | 2026-04-30 | → |
| 241 | HELLMAN & FRIEDMAN LLC | 158614 | $103.39B | $110.42B | 120 | 2026-03-31 | → |
| 242 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $102.10B | $102.10B | 86 | 2026-03-31 | → |
| 243 | SIXTH STREET ADVISERS, LLC | 159014 | $101.61B | $101.61B | 703 | 2026-05-31 | → |
| 244 | OAK HILL ADVISORS, L.P. | 125352 | $100.72B | $100.72B | 435 | 2026-06-30 | → |
| 245 | BLACKSTONE CREDIT BDC ADVISORS LLC | 296294 | $100.65B | $100.65B | 753 | 2026-03-31 | → |
| 246 | BRACEBRIDGE CAPITAL, LLC | 158343 | $100.35B | $100.35B | 168 | 2026-03-31 | → |
| 247 | BROOKFIELD RENEWABLE ENERGY GROUP LLC | 316590 | $99.12B | $99.12B | 1,072 | 2026-03-31 | → |
| 248 | PUBLIC TRUST ADVISORS, LLC | 159189 | $98.92B | $104.24B | 157 | 2026-04-30 | → |
| 249 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $97.91B | $97.98B | 312 | 2026-05-31 | → |
| 250 | EATON VANCE MANAGEMENT | 104859 | $97.02B | $97.02B | 219 | 2026-05-31 | → |
| 251 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $96.77B | $96.77B | 102 | 2026-03-31 | → |
| 252 | BAIN CAPITAL PRIVATE EQUITY, LP | 145653 | $96.43B | $96.43B | 919 | 2026-03-31 | → |
| 253 | RENAISSANCE TECHNOLOGIES LLC | 106661 | $96.38B | $96.38B | 310 | 2026-04-30 | → |
| 254 | STEPSTONE GROUP LP | 143635 | $95.35B | $107.82B | 978 | 2026-06-30 | → |
| 255 | BLUE OWL GPSC ADVISORS LLC | 293945 | $94.65B | $94.65B | 40 | 2026-04-30 | → |
| 256 | NUMERIC INVESTORS LLC | 131684 | $94.40B | $94.40B | 54 | 2026-04-30 | → |
| 257 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $94.31B | $122.19B | 1,700 | 2026-06-30 | → |
| 258 | GCM GROSVENOR L.P. | 108654 | $93.78B | $95.49B | 466 | 2026-06-30 | → |
| 259 | ROCKEFELLER FINANCIAL LLC | 291361 | $93.52B | $99.60B | 1,005 | 2026-03-31 | → |
| 260 | DOUBLELINE CAPITAL LP | 152606 | $93.32B | $93.32B | 258 | 2026-03-31 | → |
| 261 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $92.96B | $93.47B | 157 | 2026-06-30 | → |
| 262 | PPM AMERICA, INC. | 107269 | $92.95B | $93.79B | 217 | 2026-05-31 | → |
| 263 | COATUE MANAGEMENT, L.L.C. | 157910 | $92.71B | $92.71B | 199 | 2026-05-31 | → |
| 264 | CERBERUS CAPITAL MANAGEMENT, L.P. | 152175 | $92.50B | $92.50B | 936 | 2026-05-31 | → |
| 265 | INSIGHT VENTURE MANAGEMENT, LLC | 142994 | $92.18B | $92.18B | 438 | 2026-03-31 | → |
| 266 | WELLINGTON ALTERNATIVE INVESTMENTS LLC | 226715 | $92.17B | $92.17B | 2 | 2026-03-31 | → |
| 267 | ADVENT INTERNATIONAL, L.P. | 105673 | $91.63B | $91.63B | 262 | 2026-03-31 | → |
| 268 | CAPSTONE INVESTMENT ADVISORS, LLC | 155563 | $91.53B | $91.53B | 304 | 2026-04-30 | → |
| 269 | AST INVESTMENT SERVICES, INC. | 108897 | $91.47B | $91.47B | 42 | 2026-05-31 | → |
| 270 | ARES CAPITAL MANAGEMENT LLC | 131619 | $91.28B | $97.62B | 634 | 2026-05-31 | → |
| 271 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $91.05B | $92.43B | 110 | 2025-05-31 | → |
| 272 | ASSETMARK, INC. | 109018 | $90.92B | $91.76B | 859 | 2026-05-31 | → |
| 273 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $88.43B | $88.80B | 217 | 2026-03-31 | → |
| 274 | WISDOMTREE ASSET MANAGEMENT, INC. | 139684 | $88.38B | $88.38B | 175 | 2026-03-31 | → |
| 275 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $88.27B | $92.04B | 293 | 2026-06-30 | → |
| 276 | III CAPITAL MANAGEMENT | 113539 | $88.24B | $88.24B | 9 | 2026-05-31 | → |
| 277 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $87.82B | $87.82B | 267 | 2026-03-31 | → |
| 278 | IFM INVESTORS PTY LTD | 162754 | $87.72B | $152.93B | 717 | 2025-11-30 | → |
| 279 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $87.43B | $139.88B | 15 | 2026-06-30 | → |
| 280 | CLAYTON, DUBILIER & RICE, LLC | 160492 | $87.35B | $87.35B | 271 | 2026-04-30 | → |
| 281 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | $87.31B | $111.72B | 122 | 2026-03-31 | → |
| 282 | FIG LLC | 129612 | $87.30B | $87.30B | 1,004 | 2026-06-30 | → |
| 283 | ICONIQ CAPITAL, LLC | 159198 | $85.82B | $117.53B | 513 | 2026-04-30 | → |
| 284 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $85.67B | $85.67B | 367 | 2026-04-30 | → |
| 285 | LEONARD GREEN & PARTNERS, L.P. | 158164 | $85.60B | $85.60B | 96 | 2026-03-31 | → |
| 286 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $85.59B | $85.59B | 155 | 2026-06-30 | → |
| 287 | PROSHARE ADVISORS LLC | 134155 | $85.30B | $85.30B | 98 | 2026-03-31 | → |
| 288 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 136591 | $85.16B | $87.38B | 481 | 2026-05-31 | → |
| 289 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | $83.56B | $83.56B | 250 | 2026-06-30 | → |
| 290 | NATIONWIDE FUND ADVISORS | 109391 | $83.14B | $83.14B | 129 | 2026-02-28 | → |
| 291 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $83.02B | $83.02B | 146 | 2026-03-31 | → |
| 292 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $82.94B | $86.27B | 690 | 2025-01-31 | → |
| 293 | MERCER GLOBAL ADVISORS INC. | 147363 | $82.92B | $84.40B | 1,429 | 2026-05-31 | → |
| 294 | SEQUOIA CAPITAL OPERATIONS, LLC | 157373 | $82.17B | $82.17B | 168 | 2026-03-31 | → |
| 295 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $82.00B | $82.00B | 72 | 2026-03-31 | → |
| 296 | STONEPEAK PARTNERS LP | 159699 | $81.91B | $81.91B | 359 | 2026-04-30 | → |
| 297 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $81.12B | $82.99B | 99 | 2026-03-31 | → |
| 298 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $81.10B | $81.18B | 431 | 2026-05-31 | → |
| 299 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $81.09B | $81.09B | 569 | 2026-03-31 | → |
| 300 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $80.71B | $82.55B | 300 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30