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 | |
|---|---|---|---|---|---|---|---|
| 101 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $6.67B | $56.01B | 7,036 | 2026-06-30 | → |
| 102 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | $6.54B | $105.30B | 1,790 | 2026-04-30 | → |
| 103 | FIAM LLC | 133196 | $6.36B | $347.73B | 196 | 2026-03-31 | → |
| 104 | WAFRA INC. | 108673 | $6.35B | $29.04B | 158 | 2026-06-30 | → |
| 105 | CAPITAL INTERNATIONAL, INC. | 110682 | $6.34B | $51.92B | 263 | 2026-05-31 | → |
| 106 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $6.21B | $197.53B | 6,478 | 2026-06-30 | → |
| 107 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $6.19B | $80.97B | 365 | 2026-05-31 | → |
| 108 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $6.15B | $15.47B | 41 | 2026-03-31 | → |
| 109 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $5.97B | $406.96B | 6,400 | 2026-06-30 | → |
| 110 | CETERA INVESTMENT ADVISERS LLC | 105644 | $5.94B | $256.81B | 10,251 | 2026-06-30 | → |
| 111 | CAPFINANCIAL PARTNERS, LLC | 175112 | $5.91B | $1.24T | 1,841 | 2026-05-31 | → |
| 112 | OASIS INVESTMENT STRATEGIES LLC | 152957 | $5.71B | $5.73B | 10 | 2026-03-31 | → |
| 113 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $5.65B | $184.99B | 137 | 2026-06-30 | → |
| 114 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $5.61B | $169.62B | 419 | 2026-03-31 | → |
| 115 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $5.58B | $159.86B | 231 | 2026-03-31 | → |
| 116 | TRUIST ADVISORY SERVICES, INC. | 283390 | $5.49B | $77.39B | 2,461 | 2026-06-30 | → |
| 117 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $5.42B | $18.30B | 27 | 2026-03-31 | → |
| 118 | OSAIC WEALTH, INC. | 23131 | $5.37B | $234.86B | 8,979 | 2026-06-30 | → |
| 119 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $5.26B | $484.10B | 1,403 | 2026-04-30 | → |
| 120 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $5.10B | $23.44B | 51 | 2026-04-30 | → |
| 121 | JARISLOWSKY, FRASER LIMITED | 107390 | $5.08B | $38.23B | 225 | 2025-05-31 | → |
| 122 | FEDERATED INVESTMENT COUNSELING | 105325 | $5.05B | $207.21B | 213 | 2026-05-31 | → |
| 123 | GQG PARTNERS LLC | 283720 | $5.05B | $163.86B | 227 | 2026-03-31 | → |
| 124 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $5.03B | $470.54B | 950 | 2026-06-30 | → |
| 125 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $4.93B | $35.08B | 146 | 2026-01-31 | → |
| 126 | SCHRODER INVESTMENT MANAGEMENT (JAPAN) LIMITED | 306616 | $4.90B | $11.01B | 81 | 2026-05-31 | → |
| 127 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | $4.84B | $9.38B | 209 | 2026-03-31 | → |
| 128 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $4.81B | $40.25B | 193 | 2026-04-30 | → |
| 129 | VERUS ADVISORY, INC. | 110565 | $4.81B | $19.43B | 87 | 2026-03-31 | → |
| 130 | INCOME RESEARCH + MANAGEMENT | 104863 | $4.80B | $130.65B | 218 | 2026-03-31 | → |
| 131 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $4.80B | $267.16B | 262 | 2026-04-30 | → |
| 132 | NATIXIS ADVISORS, LLC | 106800 | $4.79B | $108.65B | 412 | 2026-03-31 | → |
| 133 | QCAM CURRENCY ASSET MANAGEMENT | 170341 | $4.76B | $6.61B | 10 | 2026-03-31 | → |
| 134 | SAGE ADVISORY SERVICES LTD CO | 106236 | $4.75B | $28.43B | 58 | 2026-03-31 | → |
| 135 | PERFORMANCE EQUITY MANAGEMENT, LLC | 110207 | $4.68B | $9.41B | 36 | 2026-03-31 | → |
| 136 | NISA INVESTMENT ADVISORS, LLC | 107313 | $4.65B | $343.89B | 417 | 2026-03-31 | → |
| 137 | BROWN ADVISORY LTD. | 168985 | $4.65B | $26.58B | 110 | 2026-03-31 | → |
| 138 | CAPITOLIS ADVISORS LLC | 290462 | $4.50B | $4.50B | 68 | 2026-04-30 | → |
| 139 | HB WEALTH MANAGEMENT, LLC | 316731 | $4.49B | $30.16B | 325 | 2026-05-31 | → |
| 140 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $4.46B | $139.88B | 15 | 2026-06-30 | → |
| 141 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | $4.45B | $42.71B | 189 | 2026-05-31 | → |
| 142 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $4.39B | $144.04B | 778 | 2026-06-30 | → |
| 143 | CONSTELLATION INVESTMENTS, INC. | 107528 | $4.32B | $31.48B | 45 | 2026-03-31 | → |
| 144 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $4.27B | $40.94B | 278 | 2026-03-31 | → |
| 145 | ACADIAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | 322795 | $4.25B | $5.71B | 19 | 2026-03-31 | → |
| 146 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $4.25B | $31.50B | 110 | 2026-06-30 | → |
| 147 | THIRD LAKE PARTNERS, LLC | 299961 | $4.21B | $5.97B | 16 | 2026-03-31 | → |
| 148 | SAMSUNG ASSET MANAGEMENT COMPANY, LTD. | 158319 | $4.19B | $300.82B | 460 | 2026-04-30 | → |
| 149 | COMMONWEALTH EQUITY SERVICES, LLC | 8032 | $4.13B | $212.66B | 4,200 | 2026-05-31 | → |
| 150 | AMERIPRISE FINANCIAL SERVICES, LLC | 6363 | $4.11B | $660.47B | 14,056 | 2026-06-30 | → |
| 151 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $4.09B | $194.82B | 235 | 2026-06-30 | → |
| 152 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $4.05B | $1.72T | 946 | 2026-03-31 | → |
| 153 | MORGAN STANLEY AIP GP LP | 117050 | $4.01B | $40.85B | 200 | 2026-03-31 | → |
| 154 | FIERA CAPITAL INC. | 113638 | $4.01B | $17.28B | 95 | 2026-03-31 | → |
| 155 | GRANGER MANAGEMENT LLC | 168096 | $4.01B | $4.92B | 12 | 2026-03-31 | → |
| 156 | AFLAC ASSET MANAGEMENT LLC | 304316 | $3.94B | $133.47B | 110 | 2026-03-31 | → |
| 157 | PANAGORA ASSET MANAGEMENT INC | 105201 | $3.91B | $44.13B | 110 | 2026-03-31 | → |
| 158 | BOLTON SECURITIES CORP | 129376 | $3.76B | $8.28B | 158 | 2026-03-31 | → |
| 159 | ARDEA INVESTMENT MANAGEMENT PTY LIMITED | 312601 | $3.69B | $6.30B | 32 | 2025-09-30 | → |
| 160 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $3.68B | $64.84B | 305 | 2026-06-30 | → |
| 161 | MELLON INVESTMENTS CORPORATION | 105764 | $3.58B | $873.87B | 98 | 2026-05-31 | → |
| 162 | CAPITAL GENERATION PARTNERS LLP | 281808 | $3.57B | $4.12B | 46 | 2026-05-31 | → |
| 163 | LORD, ABBETT & CO. LLC | 110391 | $3.55B | $270.39B | 821 | 2025-12-31 | → |
| 164 | POST ADVISORY GROUP, LLC | 108860 | $3.47B | $13.03B | 49 | 2026-05-31 | → |
| 165 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $3.47B | $31.28B | 68 | 2026-06-30 | → |
| 166 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $3.44B | $18.83B | 75 | 2025-12-31 | → |
| 167 | FOCUS PARTNERS WEALTH, LLC | 159289 | $3.23B | $181.86B | 1,915 | 2026-04-30 | → |
| 168 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $3.12B | $52.78B | 177 | 2026-03-31 | → |
| 169 | CERITY PARTNERS LLC | 151559 | $3.11B | $161.68B | 1,529 | 2026-06-30 | → |
| 170 | MARCUARD FAMILY OFFICE LTD | 155003 | $3.10B | $8.66B | 36 | 2026-04-30 | → |
| 171 | DIMENSION CAPITAL MANAGEMENT LLC | 109380 | $3.10B | $7.29B | 50 | 2026-03-31 | → |
| 172 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $3.09B | $39.46B | 62 | 2026-03-31 | → |
| 173 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $3.08B | $228.04B | 267 | 2026-03-31 | → |
| 174 | F/M INVESTMENTS LLC | 304405 | $3.06B | $17.74B | 83 | 2026-03-31 | → |
| 175 | STANHOPE CAPITAL, LLP | 162512 | $3.06B | $15.70B | 64 | 2026-03-31 | → |
| 176 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | $3.06B | $5.15B | 119 | 2026-06-30 | → |
| 177 | COMPASS GROUP MANAGEMENT LLC | 168422 | $3.04B | $3.04B | 25 | 2026-03-31 | → |
| 178 | BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | $3.02B | $5.19B | 8 | 2026-03-31 | → |
| 179 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $3.02B | $11.29B | 16 | 2026-05-31 | → |
| 180 | ROCKEFELLER & CO. LLC | 294197 | $2.99B | $36.76B | 602 | 2026-03-31 | → |
| 181 | NEWEDGE ADVISORS, LLC | 171351 | $2.98B | $43.21B | 1,073 | 2026-06-30 | → |
| 182 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $2.97B | $57.43B | 51 | 2026-04-30 | → |
| 183 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $2.92B | $32.87B | 87 | 2026-03-31 | → |
| 184 | FLEXPATH STRATEGIES LLC | 174306 | $2.91B | $2.91B | 5 | 2026-06-30 | → |
| 185 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | 105461 | $2.89B | $2.96B | 5 | 2026-03-31 | → |
| 186 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $2.84B | $15.67B | 72 | 2026-03-31 | → |
| 187 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | 328876 | $2.82B | $2.82B | 9 | 2026-03-31 | → |
| 188 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $2.81B | $34.59B | 163 | 2026-03-31 | → |
| 189 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | $2.80B | $3.75T | 1,417 | 2026-05-31 | → |
| 190 | JANNEY MONTGOMERY SCOTT LLC | 463 | $2.70B | $110.11B | 2,404 | 2026-06-30 | → |
| 191 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $2.67B | $43.00B | 225 | 2026-03-31 | → |
| 192 | HECK CAPITAL ADVISORS, LLC | 143848 | $2.64B | $11.31B | 30 | 2026-03-31 | → |
| 193 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $2.64B | $93.47B | 157 | 2026-06-30 | → |
| 194 | DIMENSIONAL FUND ADVISORS LP | 106482 | $2.63B | $1.02T | 1,168 | 2026-03-31 | → |
| 195 | INSIGNEO ADVISORY SERVICES, LLC | 282589 | $2.61B | $5.16B | 223 | 2026-06-30 | → |
| 196 | RUFFER LLP | 309733 | $2.60B | $24.87B | 282 | 2026-06-30 | → |
| 197 | LIDO ADVISORS, LLC | 269866 | $2.57B | $42.50B | 437 | 2026-06-30 | → |
| 198 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $2.52B | $12.27B | 48 | 2025-12-31 | → |
| 199 | CWM, LLC | 155344 | $2.52B | $50.58B | 1,416 | 2026-06-30 | → |
| 200 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $2.50B | $184.81B | 210 | 2026-01-31 | → |
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