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 | |
|---|---|---|---|---|---|---|---|
| 301 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $80.57B | $81.44B | 164 | 2026-03-31 | → |
| 302 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | $80.36B | $80.36B | 113 | 2026-06-30 | → |
| 303 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $79.41B | $80.97B | 365 | 2026-05-31 | → |
| 304 | LEXINGTON PARTNERS L.P. | 147281 | $79.27B | $79.27B | 171 | 2026-06-30 | → |
| 305 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $79.19B | $80.27B | 89 | 2026-03-31 | → |
| 306 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. | 110148 | $79.17B | $79.17B | 439 | 2026-03-31 | → |
| 307 | CENTERBRIDGE PARTNERS, L.P. | 157359 | $79.03B | $79.86B | 280 | 2026-06-30 | → |
| 308 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $78.52B | $78.52B | 377 | 2026-05-31 | → |
| 309 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | 289751 | $78.39B | $80.17B | 79 | 2026-05-31 | → |
| 310 | AXA INVESTMENT MANAGERS US INC | 113608 | $78.34B | $79.24B | 167 | 2026-03-31 | → |
| 311 | VIKING GLOBAL INVESTORS LP | 132272 | $78.20B | $78.20B | 274 | 2026-06-30 | → |
| 312 | TIGER GLOBAL MANAGEMENT, LLC | 160318 | $77.99B | $77.99B | 149 | 2026-03-31 | → |
| 313 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $77.15B | $78.94B | 496 | 2026-05-31 | → |
| 314 | PGIM LIMITED | 160005 | $76.45B | $76.45B | 299 | 2026-03-31 | → |
| 315 | JANNEY MONTGOMERY SCOTT LLC | 463 | $76.21B | $110.11B | 2,404 | 2026-06-30 | → |
| 316 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $76.03B | $76.06B | 116 | 2026-03-31 | → |
| 317 | OC INVESTMENT MANAGEMENT LP | 314948 | $75.93B | $75.93B | 15 | 2026-05-31 | → |
| 318 | BAIN CAPITAL CREDIT, LP | 134852 | $75.67B | $76.30B | 682 | 2026-05-31 | → |
| 319 | TWO SIGMA ADVISERS, LP | 152254 | $74.26B | $74.26B | 101 | 2026-01-31 | → |
| 320 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $74.17B | $97.82B | 248 | 2026-06-30 | → |
| 321 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $73.93B | $105.65B | 477 | 2026-05-31 | → |
| 322 | BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. | 171207 | $73.82B | $73.82B | 1,402 | 2026-03-31 | → |
| 323 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $72.98B | $77.96B | 319 | 2026-03-31 | → |
| 324 | RBC ROCHDALE, LLC | 117198 | $72.84B | $72.96B | 269 | 2026-05-31 | → |
| 325 | JPMORGAN FUNDS LIMITED | 172045 | $72.40B | $72.40B | 0 | 2026-05-31 | → |
| 326 | H.I.G. CAPITAL, LLC | 160711 | $72.33B | $72.33B | 1,039 | 2026-03-31 | → |
| 327 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $71.83B | $71.83B | 163 | 2026-05-31 | → |
| 328 | CAXTON ASSOCIATES LLP | 333153 | $71.56B | $71.56B | 130 | 2026-06-30 | → |
| 329 | MML INVESTORS SERVICES, LLC | 10409 | $70.67B | $115.64B | 6,976 | 2026-05-31 | → |
| 330 | ADAGE CAPITAL MANAGEMENT, L.P. | 160679 | $70.44B | $70.44B | 62 | 2026-03-31 | → |
| 331 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $70.33B | $70.33B | 236 | 2026-06-30 | → |
| 332 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $70.14B | $70.14B | 320 | 2026-06-30 | → |
| 333 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $69.67B | $69.79B | 255 | 2026-03-31 | → |
| 334 | BETTERMENT LLC | 149117 | $69.40B | $69.52B | 794 | 2026-06-30 | → |
| 335 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $69.15B | $69.23B | 186 | 2026-03-31 | → |
| 336 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $69.09B | $69.09B | 101 | 2026-03-31 | → |
| 337 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | 16009 | $68.59B | $68.59B | 192 | 2026-03-31 | → |
| 338 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $68.38B | $68.60B | 569 | 2026-04-30 | → |
| 339 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $68.22B | $68.22B | 408 | 2026-03-31 | → |
| 340 | AHL PARTNERS LLP | 167882 | $68.02B | $68.02B | 144 | 2026-06-30 | → |
| 341 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $67.64B | $67.64B | 240 | 2026-03-31 | → |
| 342 | STONE POINT CAPITAL LLC | 156521 | $67.63B | $67.63B | 121 | 2026-03-31 | → |
| 343 | CLARION PARTNERS, LLC | 108803 | $67.44B | $73.68B | 321 | 2026-02-28 | → |
| 344 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $66.93B | $66.93B | 39 | 2026-06-30 | → |
| 345 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $66.67B | $66.67B | 162 | 2026-03-31 | → |
| 346 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $66.61B | $70.45B | 677 | 2026-03-31 | → |
| 347 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $66.45B | $66.46B | 90 | 2026-06-30 | → |
| 348 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $66.43B | $76.41B | 207 | 2026-03-31 | → |
| 349 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $66.03B | $68.38B | 382 | 2026-03-31 | → |
| 350 | PINEBRIDGE INVESTMENTS LLC | 285211 | $65.76B | $76.73B | 239 | 2026-05-31 | → |
| 351 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
| 352 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $65.58B | $110.30B | 704 | 2026-03-31 | → |
| 353 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $65.07B | $65.07B | 51 | 2026-01-31 | → |
| 354 | GLG PARTNERS LP | 163016 | $64.51B | $64.51B | 82 | 2026-06-30 | → |
| 355 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $64.42B | $67.84B | 610 | 2026-06-30 | → |
| 356 | GC ADVISORS LLC | 148687 | $64.41B | $177.85B | 1,035 | 2026-06-30 | → |
| 357 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $64.30B | $67.88B | 130 | 2026-05-31 | → |
| 358 | BLUE OWL CREDIT ADVISORS LLC | 282575 | $64.26B | $64.86B | 250 | 2026-03-31 | → |
| 359 | BAYVIEW ASSET MANAGEMENT, LLC | 157053 | $64.21B | $64.21B | 556 | 2026-05-31 | → |
| 360 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $64.15B | $65.94B | 53 | 2026-05-31 | → |
| 361 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $63.98B | $88.78B | 101 | 2026-04-30 | → |
| 362 | TRUIST ADVISORY SERVICES, INC. | 283390 | $62.78B | $77.39B | 2,461 | 2026-06-30 | → |
| 363 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $62.24B | $62.24B | 103 | 2026-03-31 | → |
| 364 | KESTRA ADVISORY SERVICES, LLC | 283330 | $62.11B | $79.80B | 1,359 | 2026-06-30 | → |
| 365 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | $60.91B | $60.91B | 53 | 2026-03-31 | → |
| 366 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $60.69B | $65.44B | 157 | 2026-05-31 | → |
| 367 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | 290954 | $60.67B | $61.10B | 285 | 2026-06-30 | → |
| 368 | CVC CREDIT PARTNERS, LLC | 138528 | $60.39B | $61.63B | 153 | 2026-05-31 | → |
| 369 | I SQUARED CAPITAL ADVISORS (US) LLC | 168339 | $59.99B | $60.09B | 331 | 2026-03-31 | → |
| 370 | AMERICAN BEACON ADVISORS, INC. | 105552 | $59.93B | $59.93B | 121 | 2026-03-31 | → |
| 371 | MIO PARTNERS, INC. | 108637 | $59.59B | $59.59B | 287 | 2026-03-31 | → |
| 372 | VOYA INVESTMENTS, LLC | 111091 | $59.48B | $59.48B | 104 | 2026-03-31 | → |
| 373 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $59.08B | $155.41B | 648 | 2026-04-30 | → |
| 374 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $58.90B | $59.16B | 88 | 2026-05-31 | → |
| 375 | MARSHALL WACE NORTH AMERICA L.P. | 135902 | $58.87B | $58.87B | 184 | 2026-05-31 | → |
| 376 | ADAMS STREET PARTNERS, LLC | 109358 | $58.69B | $66.49B | 318 | 2026-06-30 | → |
| 377 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $58.08B | $64.28B | 492 | 2026-03-31 | → |
| 378 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $57.71B | $77.40B | 575 | 2026-03-31 | → |
| 379 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $57.62B | $57.92B | 753 | 2026-05-31 | → |
| 380 | PANTHEON VENTURES (US) LP | 153425 | $57.57B | $87.69B | 129 | 2026-03-31 | → |
| 381 | MAN SOLUTIONS LIMITED | 108899 | $57.51B | $57.51B | 59 | 2026-06-30 | → |
| 382 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $57.21B | $57.43B | 51 | 2026-04-30 | → |
| 383 | TENARON CAPITAL MANAGEMENT LP | 283249 | $56.41B | $56.41B | 26 | 2026-05-31 | → |
| 384 | ALPINVEST US HOLDINGS, LLC | 328458 | $56.31B | $57.66B | 289 | 2026-03-31 | → |
| 385 | VALOR MANAGEMENT LLC | 160014 | $56.09B | $59.32B | 104 | 2026-04-30 | → |
| 386 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | $55.66B | $55.66B | 206 | 2026-06-30 | → |
| 387 | RAFFERTY ASSET MANAGEMENT, LLC | 112526 | $55.24B | $55.24B | 45 | 2026-03-31 | → |
| 388 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $55.23B | $169.58B | 464 | 2026-06-30 | → |
| 389 | TA ASSOCIATES MANAGEMENT, L.P. | 156699 | $55.07B | $55.07B | 266 | 2026-05-31 | → |
| 390 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $54.45B | $54.45B | 219 | 2026-03-31 | → |
| 391 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $54.44B | $62.67B | 239 | 2026-05-31 | → |
| 392 | MEEDER PUBLIC FUNDS, INC. | 106816 | $54.34B | $70.16B | 77 | 2026-06-30 | → |
| 393 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $54.28B | $54.28B | 88 | 2026-03-31 | → |
| 394 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $54.20B | $54.20B | 177 | 2025-07-31 | → |
| 395 | APG ASSET MANAGEMENT US, INC | 160795 | $53.96B | $141.33B | 183 | 2026-03-31 | → |
| 396 | VERITAS CAPITAL FUND MANAGEMENT, L.L.C. | 157123 | $53.78B | $53.81B | 146 | 2026-03-31 | → |
| 397 | SB INVESTMENT ADVISERS (US) INC. | 286323 | $53.47B | $53.47B | 194 | 2026-06-30 | → |
| 398 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $53.42B | $64.84B | 305 | 2026-06-30 | → |
| 399 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $52.93B | $52.93B | 313 | 2026-04-30 | → |
| 400 | VANTAGEPOINT INVESTMENT ADVISERS, LLC | 109138 | $52.93B | $52.93B | 64 | 2026-06-30 | → |
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