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 | |
|---|---|---|---|---|---|---|---|
| 501 | BAMCO, INC. | 110789 | $39.51B | $39.51B | 221 | 2026-05-31 | → |
| 502 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $39.36B | $39.36B | 134 | 2026-03-31 | → |
| 503 | MASON STREET ADVISORS, LLC | 114085 | $39.08B | $39.08B | 13 | 2026-03-31 | → |
| 504 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $39.04B | $39.04B | 74 | 2026-05-31 | → |
| 505 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $38.82B | $38.82B | 405 | 2026-05-31 | → |
| 506 | LINDEN ADVISORS LP | 135431 | $38.78B | $38.78B | 48 | 2026-03-31 | → |
| 507 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $38.77B | $38.77B | 859 | 2026-03-31 | → |
| 508 | MS CAPITAL PARTNERS ADVISER INC. | 147521 | $38.76B | $38.76B | 209 | 2026-05-31 | → |
| 509 | PACER ADVISORS, INC. | 137381 | $38.64B | $38.64B | 24 | 2026-03-31 | → |
| 510 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $38.61B | $38.61B | 244 | 2026-03-31 | → |
| 511 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | $38.57B | $38.57B | 32 | 2026-06-30 | → |
| 512 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | $38.53B | $42.71B | 189 | 2026-05-31 | → |
| 513 | D.A. DAVIDSON & CO. | 199 | $38.30B | $41.84B | 990 | 2026-01-31 | → |
| 514 | ALPS ADVISORS, INC. | 134340 | $38.29B | $38.83B | 73 | 2026-03-31 | → |
| 515 | CHANDLER ASSET MANAGEMENT INC | 107287 | $38.24B | $45.31B | 54 | 2026-03-31 | → |
| 516 | JARISLOWSKY, FRASER LIMITED | 107390 | $38.23B | $38.23B | 225 | 2025-05-31 | → |
| 517 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $38.14B | $46.11B | 2,278 | 2025-03-31 | → |
| 518 | ACCEL MANAGEMENT CO. L.L.C | 331435 | $38.03B | $38.03B | 91 | 2026-03-31 | → |
| 519 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20472 | $37.93B | $37.93B | 1,293 | 2026-04-30 | → |
| 520 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | $37.86B | $37.86B | 164 | 2026-06-30 | → |
| 521 | ALPINVEST PARTNERS B.V. | 159215 | $37.52B | $39.88B | 289 | 2026-03-31 | → |
| 522 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $37.50B | $37.50B | 195 | 2026-03-31 | → |
| 523 | VOYA RETIREMENT ADVISORS, LLC | 3989 | $37.47B | $37.47B | 121 | 2026-03-31 | → |
| 524 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $37.08B | $37.56B | 50 | 2026-06-30 | → |
| 525 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | $37.04B | $37.04B | 79 | 2026-05-31 | → |
| 526 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | $36.98B | $36.98B | 200 | 2026-03-31 | → |
| 527 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $36.93B | $36.93B | 64 | 2026-03-31 | → |
| 528 | 55I, LLC | 286620 | $36.74B | $36.74B | 86 | 2026-06-30 | → |
| 529 | ASB CAPITAL MANAGEMENT LLC | 110995 | $36.68B | $36.68B | 62 | 2026-04-30 | → |
| 530 | WOODLINE PARTNERS LP | 301480 | $36.66B | $36.66B | 102 | 2026-03-31 | → |
| 531 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $36.55B | $39.46B | 62 | 2026-03-31 | → |
| 532 | SCOUT INVESTMENTS, INC. | 111787 | $36.52B | $36.57B | 53 | 2026-05-31 | → |
| 533 | HUDSON AMERICAS L.P. | 156078 | $36.39B | $36.39B | 293 | 2026-03-31 | → |
| 534 | SELECT EQUITY GROUP, L.P. | 168496 | $36.38B | $36.38B | 171 | 2026-03-31 | → |
| 535 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $36.33B | $36.37B | 236 | 2026-03-31 | → |
| 536 | GUIDESTONE CAPITAL MANAGEMENT, LLC | 112319 | $36.24B | $36.24B | 35 | 2026-04-30 | → |
| 537 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 152869 | $36.17B | $36.17B | 144 | 2026-03-31 | → |
| 538 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $35.93B | $59.78B | 78 | 2026-04-30 | → |
| 539 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $35.80B | $35.80B | 45 | 2026-03-31 | → |
| 540 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | $35.73B | $35.73B | 36 | 2026-03-31 | → |
| 541 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $35.69B | $35.69B | 151 | 2026-05-31 | → |
| 542 | FIRST MANHATTAN CO. LLC | 325281 | $35.66B | $38.09B | 147 | 2026-04-30 | → |
| 543 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $35.66B | $52.10B | 562 | 2026-05-31 | → |
| 544 | HBK INVESTMENTS L.P. | 115079 | $35.61B | $35.61B | 198 | 2026-06-30 | → |
| 545 | NEA MANAGEMENT COMPANY, LLC | 161004 | $35.58B | $35.58B | 113 | 2026-03-31 | → |
| 546 | ARINI CAPITAL MANAGEMENT LIMITED | 331241 | $35.53B | $35.53B | 121 | 2026-06-30 | → |
| 547 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $35.52B | $35.52B | 68 | 2026-06-30 | → |
| 548 | CASTLELAKE, L.P. | 145165 | $35.29B | $35.29B | 251 | 2026-03-31 | → |
| 549 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $35.22B | $35.71B | 630 | 2026-03-31 | → |
| 550 | EQT REAL ESTATE, LLC | 161935 | $35.14B | $35.14B | 222 | 2026-03-31 | → |
| 551 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $35.08B | $35.08B | 146 | 2026-01-31 | → |
| 552 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | $35.05B | $35.05B | 70 | 2026-03-31 | → |
| 553 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $35.05B | $35.05B | 100 | 2026-03-31 | → |
| 554 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $35.03B | $35.03B | 580 | 2026-03-31 | → |
| 555 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $34.96B | $56.01B | 7,036 | 2026-06-30 | → |
| 556 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $34.91B | $34.91B | 95 | 2026-03-31 | → |
| 557 | FAYEZ SAROFIM & CO., LLC | 106584 | $34.87B | $35.07B | 54 | 2026-05-31 | → |
| 558 | KING STREET CAPITAL MANAGEMENT, L.P. | 156785 | $34.57B | $34.57B | 247 | 2026-03-31 | → |
| 559 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $34.50B | $34.50B | 81 | 2026-03-31 | → |
| 560 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | 164537 | $34.39B | $34.39B | 228 | 2026-05-31 | → |
| 561 | RREEF AMERICA L.L.C. | 109596 | $34.34B | $34.34B | 175 | 2026-05-31 | → |
| 562 | BBR PARTNERS, LLC | 109688 | $34.30B | $36.49B | 175 | 2026-03-31 | → |
| 563 | ROARK CAPITAL MANAGEMENT, LLC | 160368 | $34.18B | $34.18B | 145 | 2026-03-31 | → |
| 564 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $34.12B | $35.51B | 94 | 2026-03-31 | → |
| 565 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | $34.11B | $34.11B | 310 | 2026-05-31 | → |
| 566 | VOYA ALTERNATIVE ASSET MANAGEMENT LLC | 107235 | $34.01B | $34.01B | 124 | 2026-03-31 | → |
| 567 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $33.80B | $33.80B | 26 | 2026-06-30 | → |
| 568 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | 334551 | $33.57B | $33.57B | 8 | 2026-03-31 | → |
| 569 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $33.49B | $33.49B | 39 | 2026-06-30 | → |
| 570 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $33.37B | $33.37B | 47 | 2026-03-31 | → |
| 571 | REDDING RIDGE ASSET MANAGEMENT LLC | 283058 | $33.32B | $33.32B | 67 | 2026-04-30 | → |
| 572 | SANCTUARY ADVISORS, LLC | 226606 | $33.25B | $34.88B | 770 | 2026-06-30 | → |
| 573 | BNY MELLON ADVISORS, INC. | 106108 | $33.21B | $33.48B | 66 | 2026-05-31 | → |
| 574 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $33.19B | $33.19B | 7 | 2025-12-31 | → |
| 575 | ALLWORTH FINANCIAL, L.P. | 111167 | $33.06B | $33.55B | 493 | 2026-03-31 | → |
| 576 | WEALTHSPIRE ADVISORS LLC | 106181 | $33.05B | $34.32B | 397 | 2026-04-30 | → |
| 577 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $33.02B | $33.02B | 108 | 2026-04-30 | → |
| 578 | EISLER CAPITAL (US) LLC | 315314 | $33.00B | $33.00B | 94 | 2025-07-31 | → |
| 579 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | 104561 | $32.94B | $32.94B | 1,700 | 2026-05-31 | → |
| 580 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $32.87B | $32.87B | 87 | 2026-03-31 | → |
| 581 | ENERGY CAPITAL PARTNERS MANAGEMENT, LP | 155020 | $32.61B | $33.39B | 95 | 2026-04-30 | → |
| 582 | FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED | 148045 | $32.55B | $32.55B | 68 | 2026-06-30 | → |
| 583 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $32.47B | $34.59B | 163 | 2026-03-31 | → |
| 584 | JAIN GLOBAL LLC | 330309 | $32.39B | $32.39B | 427 | 2026-03-31 | → |
| 585 | EAGLE ASSET MANAGEMENT INC | 110653 | $32.39B | $60.65B | 77 | 2026-06-30 | → |
| 586 | SVB ASSET MANAGEMENT | 124567 | $32.32B | $32.32B | 24 | 2026-03-31 | → |
| 587 | FIRST PACIFIC ADVISORS, LP | 141823 | $32.00B | $32.00B | 73 | 2026-03-31 | → |
| 588 | HARDING LOEVNER LP | 104543 | $31.86B | $32.06B | 104 | 2026-03-31 | → |
| 589 | ROCKEFELLER & CO. LLC | 294197 | $31.80B | $36.76B | 602 | 2026-03-31 | → |
| 590 | TWENTYFOUR ASSET MANAGEMENT LLP | 335919 | $31.76B | $31.76B | 77 | 2026-04-30 | → |
| 591 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | $31.69B | $31.69B | 1,923 | 2026-06-30 | → |
| 592 | CONSTELLATION INVESTMENTS, INC. | 107528 | $31.48B | $31.48B | 45 | 2026-03-31 | → |
| 593 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | $31.42B | $50.51B | 190 | 2026-04-30 | → |
| 594 | BRIGADE CAPITAL UK LLP | 173947 | $31.35B | $31.35B | 6 | 2026-03-31 | → |
| 595 | MUZINICH & CO., INC. | 22998 | $31.27B | $31.27B | 110 | 2026-06-30 | → |
| 596 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $31.27B | $31.50B | 110 | 2026-06-30 | → |
| 597 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $31.23B | $31.28B | 68 | 2026-06-30 | → |
| 598 | TOUCHSTONE ADVISORS INC | 107028 | $31.09B | $31.09B | 86 | 2026-03-31 | → |
| 599 | GREYSTAR INVESTMENT GROUP, LLC | 160665 | $30.96B | $36.50B | 588 | 2026-06-30 | → |
| 600 | CATTERTON MANAGEMENT COMPANY, L.L.C. | 157428 | $30.84B | $30.84B | 183 | 2026-06-30 | → |
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