Research Report · 2026-06-30
Top Registered Investment Advisers for Government Entities
SEC-registered investment advisers ranked by reported assets from state, municipal, and government clients.
Firms
1,000
Total AUM
$86.89T
Median AUM
$7.28B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Government Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | FRONTIER GLOBAL PARTNERS LLC | 145341 | $539.6M | $713.1M | 10 | 2026-02-28 | → |
| 502 | INTERMEDE INVESTMENT PARTNERS LIMITED | 175312 | $538.7M | $3.99B | 17 | 2026-05-31 | → |
| 503 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $534.2M | $26.76B | 46 | 2026-03-31 | → |
| 504 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $533.7M | $31.28B | 68 | 2026-06-30 | → |
| 505 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $531.6M | $14.20B | 79 | 2026-03-31 | → |
| 506 | SKBA CAPITAL MANAGEMENT, LLC | 108542 | $525.5M | $732.0M | 10 | 2026-04-30 | → |
| 507 | OPTIMIZED INVESTMENT PARTNERS, LLC | 322145 | $525.0M | $525.0M | 3 | 2026-01-31 | → |
| 508 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $524.1M | $34.59B | 163 | 2026-03-31 | → |
| 509 | THE FINANCIAL RESOURCE CENTER, INC. | 316747 | $521.7M | $642.5M | 5 | 2026-03-31 | → |
| 510 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $519.9M | $30.25B | 30 | 2026-03-31 | → |
| 511 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | 135635 | $517.5M | $921.5M | 6 | 2026-04-30 | → |
| 512 | GIFFORD FONG ASSOCIATES | 142917 | $517.0M | $517.0M | 10 | 2026-03-31 | → |
| 513 | GLOBAL FOREST PARTNERS LP | 127064 | $516.2M | $3.50B | 24 | 2026-04-30 | → |
| 514 | LES PLACEMENTS LOUISBOURG INC. LOUISBOURG INVESTMENTS INC. | 329547 | $511.5M | $2.31B | 28 | 2026-03-31 | → |
| 515 | FCP FUND MANAGER, L.P. | 161468 | $503.6M | $3.48B | 75 | 2026-05-31 | → |
| 516 | CEREDEX VALUE ADVISORS LLC | 146023 | $501.2M | $3.43B | 13 | 2026-03-31 | → |
| 517 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | $497.7M | $1.74T | 194 | 2026-03-31 | → |
| 518 | CIFC ASSET MANAGEMENT LLC | 159172 | $497.0M | $44.58B | 200 | 2026-05-31 | → |
| 519 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | $493.1M | $3.30B | 17 | 2026-03-31 | → |
| 520 | BROADSHORE CAPITAL PARTNERS, LLC | 119200 | $492.4M | $981.6M | 16 | 2026-03-31 | → |
| 521 | ABS INVESTMENT MANAGEMENT LLC | 127290 | $492.3M | $10.48B | 47 | 2026-06-30 | → |
| 522 | COOPER CREEK PARTNERS MANAGEMENT LLC | 157746 | $490.5M | $3.09B | 11 | 2026-03-31 | → |
| 523 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $490.1M | $88.80B | 217 | 2026-03-31 | → |
| 524 | MERCER INVESTMENTS LLC | 133449 | $483.5M | $226.04B | 714 | 2026-03-31 | → |
| 525 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 110672 | $483.3M | $1.37B | 11 | 2026-05-31 | → |
| 526 | DECISIONPOINT FINANCIAL, LLC | 296988 | $482.0M | $1.22B | 18 | 2026-03-31 | → |
| 527 | PROCYON ADVISORS, LLC | 288239 | $479.3M | $9.20B | 76 | 2026-05-31 | → |
| 528 | CENTERBRIDGE PARTNERS, L.P. | 157359 | $468.1M | $79.86B | 280 | 2026-06-30 | → |
| 529 | GAMCO ASSET MANAGEMENT INC. | 104950 | $467.9M | $11.69B | 120 | 2026-03-31 | → |
| 530 | BALLINA CAPITAL, LLC | 289598 | $464.5M | $486.3M | 6 | 2026-06-30 | → |
| 531 | ROBERT HARRELL INCORPORATED | 106191 | $459.7M | $885.3M | 5 | 2026-03-31 | → |
| 532 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $459.2M | $10.12B | 23 | 2025-09-30 | → |
| 533 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $457.7M | $18.30B | 67 | 2026-05-31 | → |
| 534 | MARINER INSTITUTIONAL, LLC | 111964 | $456.8M | $2.82B | 148 | 2026-06-30 | → |
| 535 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 138032 | $456.7M | $2.83B | 16 | 2026-03-31 | → |
| 536 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $442.2M | $42.34B | 134 | 2026-03-31 | → |
| 537 | QTRON INVESTMENTS LLC | 285608 | $441.5M | $1.23B | 7 | 2026-03-31 | → |
| 538 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | 105098 | $440.0M | $3.44B | 13 | 2026-03-31 | → |
| 539 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC | 158165 | $438.4M | $6.31B | 62 | 2026-03-31 | → |
| 540 | PRIVATE ADVISOR GROUP, LLC | 155216 | $435.2M | $44.33B | 674 | 2026-06-30 | → |
| 541 | SUMMIT CREEK ADVISORS, LLC | 135496 | $424.9M | $650.9M | 7 | 2026-03-31 | → |
| 542 | CAUSEY PUBLIC FINANCE LLC | 332123 | $422.9M | $430.9M | 16 | 2026-03-31 | → |
| 543 | NEXT CENTURY GROWTH INVESTORS LLC | 108978 | $421.3M | $1.52B | 9 | 2026-03-31 | → |
| 544 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $418.8M | $12.97B | 31 | 2026-05-31 | → |
| 545 | BUCK GLOBAL, LLC | 108695 | $417.7M | $47.61B | 625 | 2025-03-31 | → |
| 546 | US AGRICULTURE, LLC | 282576 | $417.5M | $759.1M | 14 | 2026-03-31 | → |
| 547 | EDGEWOOD MANAGEMENT LLC | 106647 | $413.8M | $21.52B | 41 | 2026-03-31 | → |
| 548 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $413.7M | $15.98B | 58 | 2026-04-30 | → |
| 549 | R SQUARED BM LLC | 308920 | $412.2M | $3.35B | 15 | 2026-03-31 | → |
| 550 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $410.8M | $24.40B | 314 | 2026-06-30 | → |
| 551 | MAXQ ASSET MANAGEMENT LLC | 336560 | $407.7M | $407.7M | 1 | 2026-03-31 | → |
| 552 | ARES CAPITAL MANAGEMENT LLC | 131619 | $405.0M | $97.62B | 634 | 2026-05-31 | → |
| 553 | RIVERBRIDGE PARTNERS LLC | 108074 | $404.4M | $5.03B | 46 | 2026-03-31 | → |
| 554 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 158270 | $404.4M | $3.80B | 50 | 2026-03-31 | → |
| 555 | SMITH SHELLNUT WILSON LLC | 106235 | $401.5M | $6.92B | 16 | 2026-06-30 | → |
| 556 | REDWOOD INVESTMENTS, LLC | 133028 | $401.1M | $710.1M | 6 | 2026-05-31 | → |
| 557 | NICHOLAS INVESTMENT PARTNERS, L.P. | 140159 | $400.9M | $1.45B | 12 | 2026-03-31 | → |
| 558 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $397.9M | $6.09B | 17 | 2026-03-31 | → |
| 559 | GREENWOOD CAPITAL ASSOCIATES, LLC | 115015 | $396.4M | $1.77B | 21 | 2026-04-30 | → |
| 560 | D.A. DAVIDSON & CO. | 199 | $390.2M | $41.84B | 990 | 2026-01-31 | → |
| 561 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $389.2M | $31.11B | 298 | 2026-03-31 | → |
| 562 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $388.7M | $56.28B | 413 | 2026-03-31 | → |
| 563 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $388.3M | $22.98B | 164 | 2026-05-31 | → |
| 564 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | 169293 | $388.2M | $402.4M | 5 | 2026-03-31 | → |
| 565 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $384.3M | $67.84B | 610 | 2026-06-30 | → |
| 566 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $382.6M | $69.79B | 255 | 2026-03-31 | → |
| 567 | AXA INVESTMENT MANAGERS US INC | 113608 | $379.7M | $79.24B | 167 | 2026-03-31 | → |
| 568 | TIAA KASPICK, LLC | 104554 | $378.5M | $8.74B | 115 | 2026-06-30 | → |
| 569 | PRUDENT INVESTOR ADVISORS, LLC | 121922 | $378.3M | $1.30B | 4 | 2026-03-31 | → |
| 570 | CABOT PROPERTIES L.P. | 118729 | $372.3M | $9.11B | 157 | 2026-03-31 | → |
| 571 | UNIWEALTH ADVISORS, INC. | 138009 | $372.1M | $373.2M | 1 | 2026-03-31 | → |
| 572 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | 111479 | $367.6M | $441.7M | 5 | 2026-03-31 | → |
| 573 | SOLSTEIN CAPITAL, LLC | 157888 | $367.4M | $801.8M | 6 | 2026-03-31 | → |
| 574 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | $365.8M | $146.29B | 365 | 2026-05-31 | → |
| 575 | ALATUS CAPITAL LLC | 281625 | $364.7M | $2.40B | 11 | 2026-03-31 | → |
| 576 | STEPHENS INC. | 3496 | $361.9M | $18.04B | 611 | 2026-06-30 | → |
| 577 | STONERIDGE PMG ADVISORS, LLC | 107662 | $361.7M | $390.7M | 8 | 2026-04-30 | → |
| 578 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $357.1M | $43.00B | 225 | 2026-03-31 | → |
| 579 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $355.9M | $14.28B | 81 | 2026-03-31 | → |
| 580 | ANDERSON FINANCIAL PARTNERS, INC. | 126641 | $352.0M | $1.52B | 4 | 2026-03-31 | → |
| 581 | GILMAN HILL ASSET MANAGEMENT, LLC | 143970 | $350.7M | $1.24B | 10 | 2026-03-31 | → |
| 582 | JACKSON SQUARE PARTNERS, LLC | 170064 | $350.3M | $995.1M | 4 | 2025-03-31 | → |
| 583 | SUNCOAST CAPITAL MANAGEMENT | 304638 | $350.0M | $380.0M | 4 | 2026-06-30 | → |
| 584 | COHEN & STEERS UK LIMITED | 142150 | $346.8M | $5.37B | 21 | 2026-03-31 | → |
| 585 | FINANCIAL COUNSELORS INC | 106398 | $342.5M | $1.47B | 22 | 2026-03-31 | → |
| 586 | TWIN CAPITAL MANAGEMENT INC | 104748 | $342.4M | $837.8M | 8 | 2026-03-31 | → |
| 587 | NORTH PEAK CAPITAL MANAGEMENT, LLC | 294042 | $339.8M | $1.70B | 7 | 2026-03-31 | → |
| 588 | IBN ASSET MANAGEMENT, LLC | 290114 | $338.1M | $508.2M | 6 | 2026-03-31 | → |
| 589 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $337.9M | $77.40B | 575 | 2026-03-31 | → |
| 590 | HPS INVESTMENT PARTNERS, LLC | 282125 | $337.1M | $175.72B | 826 | 2026-05-31 | → |
| 591 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $336.0M | $139.88B | 15 | 2026-06-30 | → |
| 592 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | $333.8M | $2.58B | 19 | 2026-03-31 | → |
| 593 | BELAY INVESTMENT GROUP, LLC | 281985 | $330.4M | $427.5M | 16 | 2026-04-30 | → |
| 594 | LIBREMAX CAPITAL, LLC | 155486 | $330.0M | $13.87B | 74 | 2026-03-31 | → |
| 595 | NEWSOUTH CAPITAL MANAGEMENT INC | 110676 | $327.5M | $2.23B | 11 | 2026-06-30 | → |
| 596 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | $325.8M | $3.33B | 18 | 2026-05-31 | → |
| 597 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $322.0M | $31.50B | 110 | 2026-06-30 | → |
| 598 | POLARIS CAPITAL MANAGEMENT, LLC | 106278 | $321.5M | $5.45B | 18 | 2026-01-31 | → |
| 599 | DDD PARTNERS, LLC | 301548 | $318.6M | $2.39B | 24 | 2026-05-31 | → |
| 600 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $318.2M | $16.30B | 24 | 2026-06-30 | → |
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