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 | |
|---|---|---|---|---|---|---|---|
| 601 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $30.79B | $30.79B | 87 | 2026-03-31 | → |
| 602 | TJC LP | 160313 | $30.78B | $30.78B | 96 | 2026-05-31 | → |
| 603 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $30.78B | $30.78B | 69 | 2026-05-31 | → |
| 604 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | $30.64B | $32.24B | 424 | 2026-06-30 | → |
| 605 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $30.51B | $30.51B | 249 | 2026-03-31 | → |
| 606 | 40/86 ADVISORS, INC. | 107740 | $30.50B | $30.50B | 84 | 2026-04-30 | → |
| 607 | 26NORTH PARTNERS LP | 322923 | $30.43B | $32.68B | 142 | 2026-03-31 | → |
| 608 | PALOMA PARTNERS MANAGEMENT COMPANY | 138460 | $30.29B | $30.29B | 64 | 2026-05-31 | → |
| 609 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $30.25B | $30.25B | 30 | 2026-03-31 | → |
| 610 | INNOVATOR CAPITAL MANAGEMENT, LLC | 287718 | $30.24B | $30.24B | 73 | 2026-06-30 | → |
| 611 | PSG EQUITY L.L.C. | 295103 | $30.18B | $30.18B | 276 | 2026-03-31 | → |
| 612 | ONEX CREDIT PARTNERS, LLC | 138941 | $30.14B | $30.14B | 80 | 2026-05-31 | → |
| 613 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $30.03B | $30.03B | 56 | 2026-05-31 | → |
| 614 | APOLLO CREDIT MANAGEMENT, LLC | 156115 | $29.97B | $29.97B | 3,564 | 2026-03-31 | → |
| 615 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $29.77B | $29.77B | 173 | 2026-05-31 | → |
| 616 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $29.73B | $29.73B | 137 | 2026-05-31 | → |
| 617 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | $29.72B | $30.11B | 180 | 2026-03-31 | → |
| 618 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | 159050 | $29.59B | $32.48B | 412 | 2026-05-31 | → |
| 619 | BLACKSTONE CLO MANAGEMENT LLC (MANAGEMENT SERIES) | 304307 | $29.58B | $30.69B | 711 | 2026-05-31 | → |
| 620 | PORTFOLIO ADVISORS LLC | 105981 | $29.53B | $47.84B | 164 | 2026-03-31 | → |
| 621 | MARQUETTE ASSOCIATES, INC. | 21572 | $29.52B | $47.06B | 147 | 2026-05-31 | → |
| 622 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $29.46B | $29.59B | 127 | 2026-02-28 | → |
| 623 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $29.38B | $29.38B | 120 | 2026-05-31 | → |
| 624 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $29.38B | $29.38B | 109 | 2026-03-31 | → |
| 625 | VOLEON CAPITAL MANAGEMENT LP | 147443 | $29.38B | $29.38B | 158 | 2026-05-31 | → |
| 626 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $29.36B | $30.48B | 193 | 2026-03-31 | → |
| 627 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $29.35B | $29.35B | 36 | 2026-03-31 | → |
| 628 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $29.29B | $29.29B | 32 | 2026-03-31 | → |
| 629 | &PARTNERS | 3767 | $29.28B | $30.27B | 703 | 2026-06-30 | → |
| 630 | VALIC FINANCIAL ADVISORS, INC. | 42803 | $29.22B | $29.22B | 1,647 | 2026-05-31 | → |
| 631 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $29.14B | $36.11B | 128 | 2026-03-31 | → |
| 632 | ADDENDA CAPITAL INC. | 137034 | $29.02B | $29.02B | 163 | 2026-03-31 | → |
| 633 | BERKSHIRE PARTNERS LLC | 160675 | $29.00B | $29.00B | 152 | 2026-03-31 | → |
| 634 | COLLER INVESTMENT MANAGEMENT LTD | 111035 | $28.99B | $28.99B | 10 | 2025-06-30 | → |
| 635 | DBX ADVISORS LLC | 154558 | $28.99B | $28.99B | 53 | 2026-05-31 | → |
| 636 | QUADRATURE US INC. | 332328 | $28.80B | $28.80B | 198 | 2026-06-30 | → |
| 637 | QEP ADVISERS, LLC | 174733 | $28.77B | $28.77B | 144 | 2026-06-30 | → |
| 638 | DIAMETER CAPITAL PARTNERS LP | 289307 | $28.76B | $28.76B | 119 | 2026-04-30 | → |
| 639 | EMPOWERED FUNDS, LLC | 171412 | $28.74B | $29.74B | 44 | 2026-03-31 | → |
| 640 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $28.66B | $36.34B | 238 | 2026-05-31 | → |
| 641 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $28.66B | $28.66B | 37 | 2026-03-31 | → |
| 642 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $28.64B | $28.64B | 35 | 2026-03-31 | → |
| 643 | PRUDENT MAN ADVISORS, LLC | 301973 | $28.56B | $30.59B | 157 | 2026-04-30 | → |
| 644 | HPS ADVISORS, LLC | 324983 | $28.55B | $28.55B | 826 | 2026-05-31 | → |
| 645 | FIRST SENTIER INVESTORS (IRELAND) LIMITED | 304423 | $28.50B | $28.50B | 45 | 2026-06-30 | → |
| 646 | BENEFIT STREET PARTNERS L.L.C. | 158672 | $28.32B | $28.32B | 241 | 2026-05-31 | → |
| 647 | SAGE ADVISORY SERVICES LTD CO | 106236 | $28.29B | $28.43B | 58 | 2026-03-31 | → |
| 648 | THIRD POINT LLC | 137927 | $28.23B | $28.73B | 143 | 2026-05-31 | → |
| 649 | PNC WEALTH MANAGEMENT | 129052 | $28.20B | $30.27B | 1,713 | 2026-06-30 | → |
| 650 | PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC | 171026 | $28.19B | $28.19B | 110 | 2026-05-31 | → |
| 651 | BAKER BROS. ADVISORS LP | 158149 | $28.15B | $28.15B | 60 | 2026-03-31 | → |
| 652 | AXIOM INVESTORS LLC | 109605 | $28.06B | $28.06B | 57 | 2026-03-31 | → |
| 653 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | $28.03B | $28.47B | 304 | 2026-03-31 | → |
| 654 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $28.01B | $28.01B | 70 | 2026-04-30 | → |
| 655 | ARINI CAPITAL MANAGEMENT US LLC | 331263 | $27.99B | $27.99B | 24 | 2026-06-30 | → |
| 656 | ANCHORAGE CAPITAL ADVISORS, L.P. | 328998 | $27.83B | $27.83B | 88 | 2026-05-31 | → |
| 657 | WAFRA INC. | 108673 | $27.73B | $29.04B | 158 | 2026-06-30 | → |
| 658 | TOWERBROOK CAPITAL PARTNERS L.P. | 155730 | $27.67B | $27.67B | 132 | 2026-06-30 | → |
| 659 | BREGAL INVESTMENTS, INC. | 285006 | $27.55B | $27.55B | 101 | 2026-03-31 | → |
| 660 | KIRKOSWALD ASSET MANAGEMENT LLC | 298735 | $27.11B | $27.16B | 42 | 2026-05-31 | → |
| 661 | HRTG GPE, LLC | 157389 | $27.10B | $27.10B | 26 | 2026-06-30 | → |
| 662 | SMARTX ADVISORY SOLUTIONS LLC | 297680 | $26.99B | $26.99B | 96 | 2026-03-31 | → |
| 663 | PARTNERS GROUP (USA) INC. | 145228 | $26.95B | $29.12B | 431 | 2026-03-31 | → |
| 664 | HB WEALTH MANAGEMENT, LLC | 316731 | $26.91B | $30.16B | 325 | 2026-05-31 | → |
| 665 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $26.76B | $26.76B | 46 | 2026-03-31 | → |
| 666 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | 109875 | $26.73B | $27.49B | 49 | 2026-03-31 | → |
| 667 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $26.48B | $26.70B | 88 | 2026-05-31 | → |
| 668 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $26.46B | $26.46B | 59 | 2026-03-31 | → |
| 669 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $26.46B | $26.46B | 149 | 2026-03-31 | → |
| 670 | TIEDEMANN ADVISORS, LLC | 147189 | $26.45B | $31.01B | 182 | 2026-04-30 | → |
| 671 | AKSIA LLC | 143422 | $26.35B | $35.20B | 177 | 2026-06-30 | → |
| 672 | PGIM MULTI-ASSET SOLUTIONS LLC | 136274 | $26.26B | $26.26B | 39 | 2025-03-31 | → |
| 673 | BROWN ADVISORY LTD. | 168985 | $26.25B | $26.58B | 110 | 2026-03-31 | → |
| 674 | RESEARCH AFFILIATES, LLC | 120440 | $26.25B | $27.84B | 66 | 2026-03-31 | → |
| 675 | INVESCO HONG KONG LIMITED | 109923 | $26.20B | $26.20B | 226 | 2026-03-31 | → |
| 676 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $26.12B | $26.12B | 82 | 2026-05-31 | → |
| 677 | FEDERATED MDTA LLC | 109355 | $25.95B | $25.95B | 21 | 2026-05-31 | → |
| 678 | CLEARSTEAD ADVISORS, LLC | 105674 | $25.94B | $33.88B | 280 | 2026-03-31 | → |
| 679 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $25.94B | $26.04B | 131 | 2026-04-30 | → |
| 680 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $25.85B | $25.85B | 8 | 2025-12-31 | → |
| 681 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $25.82B | $25.82B | 119 | 2026-06-30 | → |
| 682 | AGL CREDIT MANAGEMENT LLC | 299601 | $25.80B | $25.80B | 83 | 2026-03-31 | → |
| 683 | FRED ALGER MANAGEMENT, LLC | 106750 | $25.78B | $26.14B | 98 | 2026-05-31 | → |
| 684 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $25.77B | $25.87B | 145 | 2026-03-31 | → |
| 685 | CIGNA INVESTMENTS, INC. | 105811 | $25.76B | $25.76B | 108 | 2026-03-31 | → |
| 686 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $25.73B | $25.84B | 30 | 2026-03-31 | → |
| 687 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $25.71B | $25.71B | 120 | 2026-05-31 | → |
| 688 | DAVIS SELECTED ADVISERS LP | 108674 | $25.62B | $30.12B | 121 | 2026-03-31 | → |
| 689 | STRATEGIC VALUE PARTNERS, LLC | 138406 | $25.61B | $25.61B | 226 | 2026-06-30 | → |
| 690 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $25.59B | $25.59B | 76 | 2026-05-31 | → |
| 691 | H&H INTERNATIONAL INVESTMENT, LLC | 292451 | $25.50B | $25.50B | 2 | 2026-05-31 | → |
| 692 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $25.39B | $25.39B | 204 | 2026-06-30 | → |
| 693 | ALKEON CAPITAL MANAGEMENT, LLC | 118059 | $25.29B | $25.29B | 82 | 2026-03-31 | → |
| 694 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $25.16B | $33.52B | 549 | 2026-06-30 | → |
| 695 | WAVERLY ADVISORS, LLC | 115332 | $25.13B | $29.78B | 414 | 2026-06-30 | → |
| 696 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.11B | $25.69B | 238 | 2026-05-31 | → |
| 697 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $25.06B | $25.06B | 48 | 2026-06-30 | → |
| 698 | THREE FIFTY EIGHT INVESTMENT GROUP, LLC | 334965 | $25.00B | $25.00B | 5 | 2026-03-31 | → |
| 699 | MAGNETAR FINANCIAL LLC | 136045 | $24.95B | $26.23B | 198 | 2026-03-31 | → |
| 700 | LPL ENTERPRISE, LLC | 8733 | $24.94B | $24.94B | 5,215 | 2026-03-31 | → |
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