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 | |
|---|---|---|---|---|---|---|---|
| 301 | 3650 REIT INVESTMENT MANAGEMENT LLC | 286013 | $1.45B | $2.43B | 16 | 2026-03-31 | → |
| 302 | SENTRY, LLC | 150593 | $1.44B | $2.33B | 4 | 2026-03-31 | → |
| 303 | CIBC ASSET MANAGEMENT INC. | 106508 | $1.44B | $162.84B | 478 | 2026-06-30 | → |
| 304 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $1.43B | $18.81B | 140 | 2026-03-31 | → |
| 305 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $1.43B | $22.98B | 164 | 2026-05-31 | → |
| 306 | BUCKHEAD CAPITAL MANAGEMENT, LLC | 110707 | $1.42B | $5.76B | 13 | 2026-03-31 | → |
| 307 | NB ALTERNATIVES ADVISERS LLC | 149822 | $1.42B | $160.24B | 417 | 2026-03-31 | → |
| 308 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $1.42B | $21.75B | 100 | 2026-01-31 | → |
| 309 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | 321109 | $1.41B | $122.05B | 60 | 2026-03-31 | → |
| 310 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $1.41B | $120.70B | 364 | 2026-03-31 | → |
| 311 | JOHNSON WEALTH INC. | 125557 | $1.41B | $10.35B | 142 | 2026-03-31 | → |
| 312 | PIVOT CAPITAL PARTNERS LLC | 335324 | $1.40B | $1.40B | 2 | 2026-06-30 | → |
| 313 | EAGLE ASSET MANAGEMENT INC | 110653 | $1.40B | $60.65B | 77 | 2026-06-30 | → |
| 314 | BARWICK & PARTNERS, INC. | 174336 | $1.39B | $2.77B | 2 | 2026-02-28 | → |
| 315 | SPIDERROCK ADVISORS, LLC | 171992 | $1.38B | $9.83B | 61 | 2026-03-31 | → |
| 316 | ARAX ADVISORY PARTNERS, LLC | 133535 | $1.37B | $23.18B | 319 | 2026-06-30 | → |
| 317 | MEOW ADVISORY, LLC | 321099 | $1.37B | $1.38B | 2 | 2026-02-28 | → |
| 318 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $1.35B | $77.96B | 319 | 2026-03-31 | → |
| 319 | MERCER GLOBAL ADVISORS INC. | 147363 | $1.35B | $84.40B | 1,429 | 2026-05-31 | → |
| 320 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $1.35B | $13.84B | 92 | 2026-03-31 | → |
| 321 | EVOLUTION WEALTH ADVISORS, LLC | 285142 | $1.34B | $1.96B | 15 | 2026-03-31 | → |
| 322 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | 124612 | $1.34B | $9.84B | 24 | 2026-04-30 | → |
| 323 | LYRICAL ASSET MANAGEMENT LP | 148267 | $1.33B | $7.37B | 30 | 2026-03-31 | → |
| 324 | PGIM LIMITED | 160005 | $1.32B | $76.45B | 299 | 2026-03-31 | → |
| 325 | CVC CREDIT PARTNERS, LLC | 138528 | $1.32B | $61.63B | 153 | 2026-05-31 | → |
| 326 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $1.32B | $35.51B | 94 | 2026-03-31 | → |
| 327 | PYRFORD INTERNATIONAL LTD | 105646 | $1.32B | $7.07B | 35 | 2026-06-30 | → |
| 328 | TEACHERS ADVISORS, LLC | 107157 | $1.32B | $436.33B | 383 | 2026-03-31 | → |
| 329 | FISHER ASSET MANAGEMENT, LLC | 107342 | $1.31B | $386.67B | 4,369 | 2026-04-30 | → |
| 330 | ARKADIOS WEALTH ADVISORS LLC | 288863 | $1.30B | $8.79B | 188 | 2026-06-30 | → |
| 331 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $1.30B | $23.32B | 47 | 2026-03-31 | → |
| 332 | FARTHER FINANCE ADVISORS, LLC | 302050 | $1.30B | $16.01B | 571 | 2026-03-31 | → |
| 333 | ADVISOR PARTNERS II, LLC | 321633 | $1.29B | $13.91B | 26 | 2026-03-31 | → |
| 334 | CAPITAL ASSET ADVISORY SERVICES, LLC. | 110929 | $1.29B | $4.64B | 136 | 2026-03-31 | → |
| 335 | KAISER PARTNER FINANCIAL ADVISORS LTD. | 149431 | $1.29B | $1.76B | 6 | 2026-04-30 | → |
| 336 | MERIT FINANCIAL GROUP, LLC | 142457 | $1.28B | $23.88B | 470 | 2026-06-30 | → |
| 337 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $1.28B | $39.36B | 134 | 2026-03-31 | → |
| 338 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | $1.27B | $7.75B | 26 | 2026-03-31 | → |
| 339 | RBC PRIVATE COUNSEL (USA) INC. | 109648 | $1.27B | $7.89B | 1,455 | 2026-06-30 | → |
| 340 | DIMENSIONAL FUND ADVISORS LTD | 107472 | $1.27B | $364.73B | 162 | 2026-03-31 | → |
| 341 | DFA AUSTRALIA LIMITED | 107621 | $1.27B | $361.60B | 134 | 2026-03-31 | → |
| 342 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $1.27B | $17.83B | 104 | 2026-05-31 | → |
| 343 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $1.27B | $35.69B | 151 | 2026-05-31 | → |
| 344 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $1.26B | $140.25B | 508 | 2026-06-30 | → |
| 345 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | $1.26B | $260.22B | 399 | 2026-03-31 | → |
| 346 | GE VERNOVA INVESTMENT ADVISERS, LLC | 329905 | $1.24B | $1.24B | 21 | 2026-03-31 | → |
| 347 | JAMES HAMBRO & PARTNERS LLP | 286283 | $1.22B | $10.56B | 166 | 2025-11-30 | → |
| 348 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $1.22B | $23.90B | 104 | 2026-03-31 | → |
| 349 | HARVEST GLOBAL INVESTMENTS LIMITED | 157964 | $1.22B | $3.79B | 32 | 2026-03-31 | → |
| 350 | CSM CAPITAL CORPORATION | 129789 | $1.21B | $1.85B | 9 | 2026-03-31 | → |
| 351 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $1.20B | $9.14B | 54 | 2026-03-31 | → |
| 352 | PRUDENT MAN ADVISORS, LLC | 301973 | $1.20B | $30.59B | 157 | 2026-04-30 | → |
| 353 | BLACK LAKE INVESTMENTS LLC | 334605 | $1.19B | $1.19B | 5 | 2026-04-30 | → |
| 354 | PITTENGER & ANDERSON INC | 111033 | $1.19B | $3.03B | 14 | 2026-01-31 | → |
| 355 | COMPOUND GLOBAL ADVISORS, LLC | 318889 | $1.19B | $1.19B | 1 | 2026-03-31 | → |
| 356 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $1.18B | $81.18B | 431 | 2026-05-31 | → |
| 357 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $1.18B | $26.12B | 82 | 2026-05-31 | → |
| 358 | EURAZEO NORTH AMERICA, INC. | 300444 | $1.18B | $1.61B | 12 | 2026-03-31 | → |
| 359 | PICTET NORTH AMERICA ADVISORS SA | 142512 | $1.17B | $5.30B | 18 | 2026-05-31 | → |
| 360 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $1.17B | $8.71B | 24 | 2026-03-31 | → |
| 361 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $1.17B | $85.59B | 155 | 2026-06-30 | → |
| 362 | MARTIN & COMPANY, INC | 108718 | $1.16B | $1.65B | 6 | 2026-05-31 | → |
| 363 | GREENWICH WEALTH MANAGEMENT LLC | 142820 | $1.16B | $3.52B | 13 | 2026-03-31 | → |
| 364 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | $1.16B | $17.14B | 184 | 2025-07-31 | → |
| 365 | AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED | 156771 | $1.15B | $2.01B | 174 | 2026-02-28 | → |
| 366 | THOROUGHBRED FINANCIAL SERVICES, LLC | 47893 | $1.15B | $4.04B | 31 | 2026-03-31 | → |
| 367 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | $1.14B | $19.66B | 3 | 2026-06-30 | → |
| 368 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $1.14B | $23.33B | 156 | 2026-03-31 | → |
| 369 | CREDICORP CAPITAL ADVISORS LLC | 290081 | $1.14B | $1.58B | 26 | 2026-04-30 | → |
| 370 | AMUNDI US INVESTMENT ADVISORS LLC | 334151 | $1.13B | $1.13B | 32 | 2026-03-31 | → |
| 371 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | $1.13B | $9.61B | 80 | 2026-04-30 | → |
| 372 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $1.13B | $14.89B | 56 | 2026-03-31 | → |
| 373 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 298422 | $1.12B | $4.19B | 64 | 2026-06-30 | → |
| 374 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $1.12B | $16.87B | 191 | 2026-04-30 | → |
| 375 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $1.12B | $9.45B | 20 | 2026-05-31 | → |
| 376 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | 312792 | $1.11B | $107.29B | 1,421 | 2026-03-31 | → |
| 377 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $1.11B | $20.09B | 27 | 2026-06-30 | → |
| 378 | ARES MANAGEMENT LLC | 130074 | $1.11B | $458.82B | 3,990 | 2026-05-31 | → |
| 379 | NASSAU GLOBAL CREDIT LLC | 287937 | $1.11B | $6.43B | 16 | 2026-03-31 | → |
| 380 | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | 158905 | $1.11B | $2.30B | 56 | 2026-03-31 | → |
| 381 | WAVERLY ADVISORS, LLC | 115332 | $1.11B | $29.78B | 414 | 2026-06-30 | → |
| 382 | SANDERS CAPITAL, LLC | 151480 | $1.10B | $122.18B | 26 | 2026-03-31 | → |
| 383 | CIFC ASSET MANAGEMENT LLC | 159172 | $1.10B | $44.58B | 200 | 2026-05-31 | → |
| 384 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $1.09B | $13.93B | 207 | 2026-03-31 | → |
| 385 | DEERPATH CAPITAL MANAGEMENT, LP | 160791 | $1.09B | $9.03B | 100 | 2026-03-31 | → |
| 386 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $1.09B | $24.85B | 200 | 2026-05-31 | → |
| 387 | PENTWATER CAPITAL MANAGEMENT LP | 156873 | $1.08B | $19.26B | 45 | 2026-03-31 | → |
| 388 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $1.08B | $81.44B | 164 | 2026-03-31 | → |
| 389 | M SQUARE INVESTIMENTOS LTDA. | 336712 | $1.08B | $2.25B | 22 | 2026-03-31 | → |
| 390 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $1.08B | $11.27B | 42 | 2026-06-30 | → |
| 391 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | $1.07B | $10.53B | 292 | 2026-03-31 | → |
| 392 | OSAIC FA, INC. | 3978 | $1.07B | $37.13B | 1,607 | 2025-01-31 | → |
| 393 | URBAN INVESTMENT ADVISORS, INC., | 222524 | $1.07B | $2.45B | 3 | 2026-06-30 | → |
| 394 | CREWE ADVISORS LLC | 173920 | $1.05B | $3.05B | 32 | 2026-04-30 | → |
| 395 | DIGITAL BRIDGE ADVISORS, LLC | 291394 | $1.05B | $14.60B | 174 | 2026-05-31 | → |
| 396 | NARWHAL CAPITAL MANAGMENT, LLC | 135958 | $1.04B | $2.08B | 18 | 2026-06-30 | → |
| 397 | SMITH AFFILIATED CAPITAL CORP | 107675 | $1.04B | $1.68B | 10 | 2026-03-31 | → |
| 398 | CIGNA INVESTMENTS, INC. | 105811 | $1.03B | $25.76B | 108 | 2026-03-31 | → |
| 399 | ANDALUSIAN PRIVATE CAPITAL, LP | 313032 | $1.02B | $1.78B | 12 | 2026-03-31 | → |
| 400 | SEELAUS ASSET MANAGEMENT, LLC | 149582 | $1.02B | $1.70B | 29 | 2026-03-31 | → |
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