Research Report · 2026-06-30
Top Registered Investment Advisers Serving Other Investment Advisers
SEC-registered investment advisers ranked by reported assets from other investment adviser clients.
Firms
873
Total AUM
$41.56T
Median AUM
$1.78B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Other Adviser Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $180.91B | $676.69B | 1,589 | 2026-06-30 | → |
| 2 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $146.57B | $267.16B | 262 | 2026-04-30 | → |
| 3 | FINANCIAL ENGINES ADVISORS L.L.C. | 104510 | $145.75B | $326.29B | 1,679 | 2026-03-31 | → |
| 4 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $95.60B | $274.95B | 859 | 2026-03-31 | → |
| 5 | WILSHIRE ADVISORS LLC | 6210 | $92.38B | $149.10B | 307 | 2026-06-30 | → |
| 6 | AFLAC ASSET MANAGEMENT LLC | 304316 | $90.69B | $133.47B | 110 | 2026-03-31 | → |
| 7 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $86.40B | $1.43T | 1,868 | 2026-03-31 | → |
| 8 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $78.90B | $311.70B | 728 | 2026-05-31 | → |
| 9 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $54.73B | $59.78B | 78 | 2026-04-30 | → |
| 10 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | 142219 | $52.24B | $139.88B | 15 | 2026-06-30 | → |
| 11 | ALLIANCEBERNSTEIN L.P. | 108477 | $44.57B | $763.40B | 4,204 | 2026-03-31 | → |
| 12 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $42.80B | $184.81B | 210 | 2026-01-31 | → |
| 13 | 55I, LLC | 286620 | $34.48B | $36.74B | 86 | 2026-06-30 | → |
| 14 | CIBC ASSET MANAGEMENT INC. | 106508 | $34.42B | $162.84B | 478 | 2026-06-30 | → |
| 15 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $34.41B | $162.89B | 45 | 2026-03-31 | → |
| 16 | AXA INVESTMENT MANAGERS US INC | 113608 | $30.75B | $79.24B | 167 | 2026-03-31 | → |
| 17 | FIAM LLC | 133196 | $28.92B | $347.73B | 196 | 2026-03-31 | → |
| 18 | SMARTX ADVISORY SOLUTIONS LLC | 297680 | $26.99B | $26.99B | 96 | 2026-03-31 | → |
| 19 | INSIGHT NORTH AMERICA LLC | 145995 | $26.19B | $171.09B | 238 | 2026-06-30 | → |
| 20 | THE PALISADES GROUP, LLC | 165609 | $26.17B | $27.78B | 90 | 2026-05-31 | → |
| 21 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $24.80B | $88.78B | 101 | 2026-04-30 | → |
| 22 | CFI PARTNERS, LLC | 139531 | $20.91B | $26.31B | 47 | 2026-03-31 | → |
| 23 | TOWNSQUARE CAPITAL, LLC | 288576 | $18.02B | $18.07B | 53 | 2026-03-31 | → |
| 24 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | 297109 | $17.48B | $17.50B | 36 | 2026-03-31 | → |
| 25 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $15.98B | $69.09B | 101 | 2026-03-31 | → |
| 26 | LAZARD ASSET MANAGEMENT LLC | 122836 | $14.63B | $120.52B | 532 | 2026-03-31 | → |
| 27 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | $13.88B | $13.88B | 200 | 2026-03-31 | → |
| 28 | PINEBRIDGE INVESTMENTS LLC | 285211 | $13.47B | $76.73B | 239 | 2026-05-31 | → |
| 29 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $12.99B | $187.60B | 930 | 2026-03-31 | → |
| 30 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | $12.34B | $19.19B | 85 | 2026-06-30 | → |
| 31 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $11.59B | $702.25B | 670 | 2026-06-30 | → |
| 32 | INVESCO MANAGED ACCOUNTS, LLC | 154461 | $11.46B | $31.28B | 68 | 2026-06-30 | → |
| 33 | ATRIA INVESTMENTS, INC. | 143593 | $11.05B | $11.05B | 60 | 2026-03-31 | → |
| 34 | SCOUT INVESTMENTS, INC. | 111787 | $10.87B | $36.57B | 53 | 2026-05-31 | → |
| 35 | SHEPHERD KAPLAN LLC | 128244 | $10.16B | $10.16B | 42 | 2026-03-31 | → |
| 36 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $9.73B | $29.73B | 86 | 2026-03-31 | → |
| 37 | NINETY ONE UK LIMITED | 158310 | $9.73B | $130.19B | 439 | 2026-06-30 | → |
| 38 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $9.68B | $40.65B | 149 | 2026-04-30 | → |
| 39 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $9.25B | $14.73B | 17 | 2026-03-31 | → |
| 40 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $8.82B | $24.06B | 168 | 2026-05-31 | → |
| 41 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $8.76B | $1.60T | 7,987 | 2026-06-30 | → |
| 42 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $8.53B | $44.36B | 65 | 2025-09-30 | → |
| 43 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $7.92B | $2.65T | 2,059 | 2026-05-31 | → |
| 44 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | $7.61B | $8.17B | 13 | 2026-03-31 | → |
| 45 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | 285366 | $7.20B | $7.26B | 29 | 2026-03-31 | → |
| 46 | DAVIS SELECTED ADVISERS LP | 108674 | $7.06B | $30.12B | 121 | 2026-03-31 | → |
| 47 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $7.02B | $68.22B | 408 | 2026-03-31 | → |
| 48 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | $6.85B | $6.85B | 18 | 2026-03-31 | → |
| 49 | FOCUS POINT SOLUTIONS, INC | 131195 | $6.78B | $6.78B | 40 | 2025-06-30 | → |
| 50 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $6.68B | $117.24B | 139 | 2026-02-28 | → |
| 51 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $6.54B | $3.52T | 3,194 | 2026-06-30 | → |
| 52 | NINETY ONE NORTH AMERICA, INC. | 167922 | $6.32B | $41.47B | 68 | 2026-06-30 | → |
| 53 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $6.31B | $64.84B | 305 | 2026-06-30 | → |
| 54 | ADVISOR LOGISTICS, LLC | 292784 | $6.29B | $6.29B | 6 | 2026-03-31 | → |
| 55 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $6.02B | $123.58B | 322 | 2026-03-31 | → |
| 56 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $5.93B | $85.59B | 155 | 2026-06-30 | → |
| 57 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $5.72B | $36.11B | 128 | 2026-03-31 | → |
| 58 | BROWN ADVISORY LLC | 110181 | $5.49B | $124.31B | 782 | 2026-03-31 | → |
| 59 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $5.49B | $174.54B | 222 | 2026-06-30 | → |
| 60 | FISHER ASSET MANAGEMENT, LLC | 107342 | $5.24B | $386.67B | 4,369 | 2026-04-30 | → |
| 61 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $5.18B | $136.48B | 32 | 2026-03-31 | → |
| 62 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $5.18B | $621.02B | 611 | 2026-05-31 | → |
| 63 | ALTAMAR PARTNERS NORTH AMERICA LLC | 283144 | $5.15B | $5.15B | 11 | 2026-03-31 | → |
| 64 | ETHIC INC. | 282827 | $5.10B | $7.82B | 76 | 2026-03-31 | → |
| 65 | ADVISOR OS LLC | 287792 | $5.09B | $5.09B | 2 | 2026-03-31 | → |
| 66 | PGIM, INC. | 105676 | $5.09B | $1.13T | 1,990 | 2026-04-30 | → |
| 67 | NS PARTNERS LTD | 110625 | $5.08B | $5.86B | 21 | 2026-06-30 | → |
| 68 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $4.85B | $36.41B | 309 | 2026-03-31 | → |
| 69 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | $4.48B | $6.68B | 30 | 2026-05-31 | → |
| 70 | ADAMS STREET PARTNERS, LLC | 109358 | $4.45B | $66.49B | 318 | 2026-06-30 | → |
| 71 | PPM AMERICA, INC. | 107269 | $4.42B | $93.79B | 217 | 2026-05-31 | → |
| 72 | JOHNSON WEALTH INC. | 125557 | $4.38B | $10.35B | 142 | 2026-03-31 | → |
| 73 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $4.36B | $68.60B | 569 | 2026-04-30 | → |
| 74 | ANCALA PARTNERS LLC | 333844 | $4.36B | $4.36B | 7 | 2026-04-30 | → |
| 75 | NORTHCREST ASSET MANAGEMENT LLC | 300366 | $4.33B | $4.33B | 12 | 2026-03-31 | → |
| 76 | KESTRA INVESTMENT MANAGEMENT, LLC. | 317711 | $4.31B | $4.31B | 17 | 2026-06-30 | → |
| 77 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $4.31B | $54.13B | 46 | 2026-03-31 | → |
| 78 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $4.16B | $65.44B | 157 | 2026-05-31 | → |
| 79 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $3.99B | $92.04B | 293 | 2026-06-30 | → |
| 80 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $3.99B | $97.98B | 312 | 2026-05-31 | → |
| 81 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $3.98B | $14.15B | 105 | 2026-03-31 | → |
| 82 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | $3.92B | $5.49B | 42 | 2026-03-31 | → |
| 83 | NEW FRONTIER ADVISORS, LLC | 147181 | $3.88B | $3.99B | 16 | 2026-03-31 | → |
| 84 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $3.88B | $398.65B | 1,542 | 2026-03-31 | → |
| 85 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $3.83B | $178.01B | 471 | 2026-04-30 | → |
| 86 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $3.47B | $76.41B | 207 | 2026-03-31 | → |
| 87 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $3.33B | $80.97B | 365 | 2026-05-31 | → |
| 88 | STRATOS INVESTMENT MANAGEMENT, LLC | 283850 | $3.31B | $3.31B | 89 | 2026-06-30 | → |
| 89 | ARIS INVESTING LLC | 325320 | $3.31B | $3.31B | 32 | 2026-06-30 | → |
| 90 | CINVEN, INC. | 323534 | $3.28B | $3.28B | 20 | 2026-03-31 | → |
| 91 | FEDERATED INVESTMENT COUNSELING | 105325 | $3.10B | $207.21B | 213 | 2026-05-31 | → |
| 92 | SAVANT CAPITAL, LLC | 107271 | $2.93B | $49.57B | 659 | 2026-04-30 | → |
| 93 | FRANKLIN ADVISERS, INC. | 104517 | $2.92B | $509.45B | 384 | 2026-05-31 | → |
| 94 | PARADIGM GLOBAL INVESTORS, LLC | 338287 | $2.84B | $3.03B | 4 | 2026-03-31 | → |
| 95 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | 114922 | $2.84B | $2.84B | 0 | 2026-03-31 | → |
| 96 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | 165895 | $2.83B | $2.83B | 5 | 2026-04-30 | → |
| 97 | ONE CAPITAL MANAGEMENT, LLC | 114861 | $2.76B | $8.53B | 103 | 2026-06-30 | → |
| 98 | MAJEDIE ASSET MANAGEMENT LIMITED | 284796 | $2.73B | $10.48B | 61 | 2024-12-31 | → |
| 99 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | $2.68B | $20.76B | 164 | 2026-06-30 | → |
| 100 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $2.68B | $144.00B | 1,583 | 2026-05-31 | → |
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