Research Report · 2026-06-30
Top Registered Investment Advisers for Corporations
SEC-registered investment advisers ranked by reported assets from corporation and business clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$85.19T
Median AUM
$10.01B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Corporate Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $226.82B | $3.52T | 3,194 | 2026-06-30 | → |
| 2 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $182.91B | $2.65T | 2,059 | 2026-05-31 | → |
| 3 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | $131.16B | $1.78T | 32,960 | 2026-06-30 | → |
| 4 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $111.90B | $1.25T | 662 | 2026-06-30 | → |
| 5 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $101.08B | $1.60T | 7,987 | 2026-06-30 | → |
| 6 | UBS FINANCIAL SERVICES INC. | 8174 | $94.46B | $915.79B | 12,524 | 2026-06-30 | → |
| 7 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $66.85B | $187.35B | 227 | 2026-06-30 | → |
| 8 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $65.43B | $684.78B | 1,109 | 2026-04-30 | → |
| 9 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $57.95B | $82.99B | 99 | 2026-03-31 | → |
| 10 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $55.45B | $3.67T | 1,968 | 2026-05-31 | → |
| 11 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $51.71B | $994.99B | 61 | 2026-06-30 | → |
| 12 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $48.94B | $274.95B | 859 | 2026-03-31 | → |
| 13 | INVESCO ADVISERS, INC. | 105360 | $47.77B | $749.52B | 2,804 | 2026-06-30 | → |
| 14 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $44.45B | $702.25B | 670 | 2026-06-30 | → |
| 15 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | $40.02B | $500.96B | 16,780 | 2026-06-30 | → |
| 16 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $35.76B | $502.40B | 914 | 2026-05-31 | → |
| 17 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $35.31B | $941.02B | 222 | 2026-03-31 | → |
| 18 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $33.61B | $676.69B | 1,589 | 2026-06-30 | → |
| 19 | SVB ASSET MANAGEMENT | 124567 | $32.28B | $32.32B | 24 | 2026-03-31 | → |
| 20 | WELLS FARGO CLEARING SERVICES, LLC | 19616 | $29.13B | $671.42B | 18,895 | 2026-06-30 | → |
| 21 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $28.45B | $588.22B | 574 | 2026-03-31 | → |
| 22 | VOYA RETIREMENT ADVISORS, LLC | 3989 | $27.89B | $37.47B | 121 | 2026-03-31 | → |
| 23 | J.P. MORGAN SECURITIES LLC | 79 | $27.62B | $429.69B | 8,703 | 2026-06-30 | → |
| 24 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $26.54B | $427.48B | 322 | 2026-03-31 | → |
| 25 | PAYDEN & RYGEL | 107160 | $25.59B | $158.23B | 194 | 2026-03-31 | → |
| 26 | AMERICAN BEACON ADVISORS, INC. | 105552 | $25.34B | $59.93B | 121 | 2026-03-31 | → |
| 27 | ENVESTNET ASSET MANAGEMENT, INC. | 111694 | $23.83B | $614.93B | 532 | 2026-06-30 | → |
| 28 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $23.13B | $386.88B | 728 | 2026-03-31 | → |
| 29 | CAPITAL ADVISORS GROUP, INC | 112000 | $22.90B | $23.03B | 33 | 2026-03-31 | → |
| 30 | NEPC, LLC | 110562 | $22.57B | $152.72B | 379 | 2026-05-31 | → |
| 31 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | $21.57B | $177.71B | 1,022 | 2026-06-30 | → |
| 32 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $20.50B | $621.02B | 611 | 2026-05-31 | → |
| 33 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $19.39B | $394.07B | 4,322 | 2026-04-30 | → |
| 34 | INSIGHT NORTH AMERICA LLC | 145995 | $18.55B | $171.09B | 238 | 2026-06-30 | → |
| 35 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $18.11B | $27.28B | 50 | 2026-04-30 | → |
| 36 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $17.93B | $67.84B | 610 | 2026-06-30 | → |
| 37 | MERCURY ADVISORY, LLC | 308960 | $17.92B | $17.94B | 7 | 2026-05-31 | → |
| 38 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $17.26B | $427.71B | 1,394 | 2026-05-31 | → |
| 39 | GOLDMAN SACHS & CO. LLC | 361 | $16.94B | $133.64B | 2,268 | 2026-06-30 | → |
| 40 | HIGHTOWER ADVISORS, LLC | 145323 | $15.79B | $198.58B | 1,983 | 2026-05-31 | → |
| 41 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $15.74B | $69.23B | 186 | 2026-03-31 | → |
| 42 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $15.46B | $390.04B | 9,675 | 2026-06-30 | → |
| 43 | INVESCO MANAGEMENT S.A. | 143238 | $15.35B | $48.69B | 357 | 2026-03-31 | → |
| 44 | PNC CAPITAL ADVISORS LLC | 151829 | $14.92B | $50.88B | 258 | 2026-03-31 | → |
| 45 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $14.90B | $475.78B | 956 | 2026-05-31 | → |
| 46 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $14.23B | $398.65B | 1,542 | 2026-03-31 | → |
| 47 | LPL FINANCIAL LLC | 6413 | $14.06B | $819.12B | 41,879 | 2026-06-30 | → |
| 48 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $13.87B | $1.96T | 29,481 | 2026-06-30 | → |
| 49 | RBC CAPITAL MARKETS, LLC | 31194 | $13.82B | $310.43B | 8,781 | 2026-06-30 | → |
| 50 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $13.59B | $2.20T | 3,760 | 2026-03-31 | → |
| 51 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $13.49B | $199.66B | 452 | 2026-05-31 | → |
| 52 | CONCORD ADVISORY GROUP LTD | 107291 | $13.46B | $46.19B | 34 | 2026-03-31 | → |
| 53 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | $13.16B | $17.64B | 28 | 2025-07-31 | → |
| 54 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $13.09B | $156.56B | 100 | 2026-06-30 | → |
| 55 | ALLIANCEBERNSTEIN L.P. | 108477 | $12.83B | $763.40B | 4,204 | 2026-03-31 | → |
| 56 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $12.66B | $1.43T | 1,868 | 2026-03-31 | → |
| 57 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $12.42B | $40.18B | 130 | 2026-03-31 | → |
| 58 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $12.36B | $104.49B | 212 | 2026-05-31 | → |
| 59 | HIGHLAND ASSOCIATES INC | 104948 | $12.16B | $20.99B | 19 | 2026-03-31 | → |
| 60 | FIG LLC | 129612 | $12.08B | $87.30B | 1,004 | 2026-06-30 | → |
| 61 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $12.03B | $70.14B | 320 | 2026-06-30 | → |
| 62 | APOGEM CAPITAL LLC | 309234 | $11.95B | $43.82B | 259 | 2026-05-31 | → |
| 63 | CAPACUITY LLC | 297679 | $11.42B | $13.87B | 40 | 2026-03-31 | → |
| 64 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $11.28B | $136.48B | 32 | 2026-03-31 | → |
| 65 | PGIM, INC. | 105676 | $10.79B | $1.13T | 1,990 | 2026-04-30 | → |
| 66 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $10.78B | $563.78B | 956 | 2026-05-31 | → |
| 67 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $10.61B | $17.66B | 32 | 2026-03-31 | → |
| 68 | USI ADVISORS, INC. | 108113 | $10.59B | $56.28B | 79 | 2026-03-31 | → |
| 69 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $10.49B | $280.48B | 381 | 2026-03-31 | → |
| 70 | MORRISON US, LLC | 315983 | $10.47B | $27.97B | 20 | 2026-01-31 | → |
| 71 | CLEARSTEAD ADVISORS, LLC | 105674 | $10.36B | $33.88B | 280 | 2026-03-31 | → |
| 72 | ROCKEFELLER FINANCIAL LLC | 291361 | $9.91B | $99.60B | 1,005 | 2026-03-31 | → |
| 73 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | $9.86B | $9.86B | 5 | 2026-02-28 | → |
| 74 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $9.46B | $40.90B | 151 | 2026-05-31 | → |
| 75 | LSV ASSET MANAGEMENT | 109918 | $9.37B | $104.25B | 45 | 2026-03-31 | → |
| 76 | LAZARD ASSET MANAGEMENT LLC | 122836 | $9.27B | $120.52B | 532 | 2026-03-31 | → |
| 77 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | $9.26B | $252.25B | 4,047 | 2026-06-30 | → |
| 78 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $9.05B | $114.16B | 87 | 2026-06-30 | → |
| 79 | FAYEZ SAROFIM & CO., LLC | 106584 | $9.01B | $35.07B | 54 | 2026-05-31 | → |
| 80 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $8.89B | $282.71B | 699 | 2026-03-31 | → |
| 81 | PINE RIDGE ADVISERS LLC | 296362 | $8.87B | $14.42B | 14 | 2026-03-31 | → |
| 82 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $8.81B | $26.46B | 149 | 2026-03-31 | → |
| 83 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $8.62B | $469.98B | 758 | 2026-06-30 | → |
| 84 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $8.50B | $86.27B | 690 | 2025-01-31 | → |
| 85 | BROWN ADVISORY LLC | 110181 | $8.46B | $124.31B | 782 | 2026-03-31 | → |
| 86 | DODGE & COX | 104596 | $8.41B | $466.56B | 336 | 2026-04-30 | → |
| 87 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $8.23B | $154.66B | 598 | 2026-03-31 | → |
| 88 | H&H INTERNATIONAL INVESTMENT, LLC | 292451 | $8.20B | $25.50B | 2 | 2026-05-31 | → |
| 89 | EDWARD D. JONES & CO., L.P. | 250 | $8.15B | $1.01T | 36,317 | 2026-06-30 | → |
| 90 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $8.06B | $64.28B | 492 | 2026-03-31 | → |
| 91 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $8.02B | $54.28B | 88 | 2026-03-31 | → |
| 92 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $7.95B | $59.04B | 94 | 2026-03-31 | → |
| 93 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $7.90B | $135.09B | 1,715 | 2026-03-31 | → |
| 94 | RBC ROCHDALE, LLC | 117198 | $7.89B | $72.96B | 269 | 2026-05-31 | → |
| 95 | KOTAK ALTERNATE ASSET MANAGERS LIMITED | 317952 | $7.76B | $18.52B | 214 | 2026-06-30 | → |
| 96 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $7.54B | $96.77B | 102 | 2026-03-31 | → |
| 97 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $7.19B | $105.65B | 477 | 2026-05-31 | → |
| 98 | CREATIVE PLANNING, LLC | 105348 | $7.13B | $295.57B | 1,650 | 2026-03-31 | → |
| 99 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $6.97B | $36.11B | 128 | 2026-03-31 | → |
| 100 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $6.89B | $35.80B | 45 | 2026-03-31 | → |
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