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 | |
|---|---|---|---|---|---|---|---|
| 101 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $2.65B | $31.50B | 110 | 2026-06-30 | → |
| 102 | RAUB BROCK CAPITAL MANAGEMENT, LP | 153994 | $2.63B | $2.93B | 9 | 2026-03-31 | → |
| 103 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $2.61B | $70.33B | 236 | 2026-06-30 | → |
| 104 | CLEARBRIDGE INC. | 110909 | $2.57B | $7.31B | 4 | 2025-10-31 | → |
| 105 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $2.55B | $8.01B | 45 | 2026-06-30 | → |
| 106 | ICON INFRASTRUCTURE NORTH AMERICA INC. | 306800 | $2.52B | $2.52B | 17 | 2026-06-30 | → |
| 107 | SIMPLICITY WEALTH LLC | 300572 | $2.51B | $4.27B | 424 | 2026-04-30 | → |
| 108 | CONCURRENT ASSET MANAGEMENT, LLC | 330657 | $2.44B | $2.49B | 3 | 2026-06-30 | → |
| 109 | INFRARED CAPITAL PARTNERS (US) LLC | 310401 | $2.44B | $2.44B | 28 | 2026-03-31 | → |
| 110 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $2.42B | $184.99B | 137 | 2026-06-30 | → |
| 111 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $2.41B | $14.59B | 132 | 2026-05-31 | → |
| 112 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $2.37B | $29.38B | 120 | 2026-05-31 | → |
| 113 | PINNACLE ASSOCIATES, LTD. | 110631 | $2.34B | $10.39B | 69 | 2026-03-31 | → |
| 114 | GAMMA INVESTING LLC | 312573 | $2.28B | $2.28B | 7 | 2026-03-31 | → |
| 115 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $2.27B | $25.82B | 119 | 2026-06-30 | → |
| 116 | FIL INVESTMENT ADVISORS | 111103 | $2.24B | $8.65B | 7 | 2026-03-31 | → |
| 117 | SEGALL BRYANT & HAMILL, LLC | 106505 | $2.22B | $22.64B | 161 | 2026-06-30 | → |
| 118 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $2.20B | $470.54B | 950 | 2026-06-30 | → |
| 119 | 3I CORPORATION | 159892 | $2.13B | $2.70B | 27 | 2026-06-30 | → |
| 120 | CALLAN FAMILY OFFICE, LLC | 317446 | $2.05B | $10.21B | 49 | 2026-03-31 | → |
| 121 | CARSON GROUP INVESTING, LLC | 291744 | $2.05B | $2.05B | 7 | 2026-05-31 | → |
| 122 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $2.01B | $718.48B | 3,564 | 2026-05-31 | → |
| 123 | ADVISORY ALPHA, LLC | 158282 | $1.96B | $4.37B | 66 | 2026-03-31 | → |
| 124 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $1.95B | $7.58B | 236 | 2026-05-31 | → |
| 125 | ALTES CAPITAL, LLC | 331481 | $1.94B | $3.19B | 7 | 2026-03-31 | → |
| 126 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $1.87B | $29.29B | 32 | 2026-03-31 | → |
| 127 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $1.87B | $34.91B | 95 | 2026-03-31 | → |
| 128 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $1.87B | $82.99B | 99 | 2026-03-31 | → |
| 129 | UX WEALTH PARTNERS LLC | 308983 | $1.86B | $1.87B | 7 | 2026-06-30 | → |
| 130 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $1.83B | $150.40B | 254 | 2026-03-31 | → |
| 131 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $1.83B | $82.55B | 300 | 2026-03-31 | → |
| 132 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $1.83B | $588.22B | 574 | 2026-03-31 | → |
| 133 | F/M INVESTMENTS LLC | 304405 | $1.82B | $17.74B | 83 | 2026-03-31 | → |
| 134 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $1.80B | $9.80B | 46 | 2025-09-30 | → |
| 135 | OCTOPUS RENEWABLES LTD. | 326704 | $1.79B | $6.40B | 159 | 2025-07-31 | → |
| 136 | ALPS ADVISORS, INC. | 134340 | $1.73B | $38.83B | 73 | 2026-03-31 | → |
| 137 | SELECT EQUITY GROUP, L.P. | 168496 | $1.73B | $36.38B | 171 | 2026-03-31 | → |
| 138 | ADVYZON INVESTMENT MANAGEMENT, LLC | 318816 | $1.68B | $1.68B | 21 | 2026-04-30 | → |
| 139 | CORNERSTONE INVESTMENT PARTNERS, LLC | 111753 | $1.67B | $2.65B | 15 | 2026-03-31 | → |
| 140 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $1.66B | $49.31B | 133 | 2026-04-30 | → |
| 141 | HERMES GPE (USA) INC | 166839 | $1.66B | $1.66B | 4 | 2026-03-31 | → |
| 142 | CARRET ASSET MANAGEMENT, LLC | 131445 | $1.64B | $3.46B | 22 | 2026-06-30 | → |
| 143 | PGIM LIMITED | 160005 | $1.62B | $76.45B | 299 | 2026-03-31 | → |
| 144 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | $1.61B | $7.25B | 53 | 2026-03-31 | → |
| 145 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $1.60B | $24.79B | 422 | 2026-03-31 | → |
| 146 | ALPINVEST PARTNERS B.V. | 159215 | $1.58B | $39.88B | 289 | 2026-03-31 | → |
| 147 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $1.57B | $25.84B | 165 | 2025-12-31 | → |
| 148 | SCHARF INVESTMENTS, LLC | 105508 | $1.55B | $4.21B | 23 | 2026-03-31 | → |
| 149 | WELCH & FORBES LLC | 115119 | $1.51B | $9.90B | 55 | 2026-05-31 | → |
| 150 | TEEWINOT CAPITAL ADVISERS, L.L.C. | 138757 | $1.50B | $1.61B | 9 | 2026-06-30 | → |
| 151 | BLUEPRINT INVESTMENT PARTNERS LLC | 170196 | $1.50B | $1.87B | 9 | 2026-04-30 | → |
| 152 | HERMES GPE LLP | 151848 | $1.49B | $8.88B | 67 | 2026-03-31 | → |
| 153 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $1.48B | $9.95B | 18 | 2026-03-31 | → |
| 154 | ANFIELD CAPITAL MANAGEMENT, LLC | 165211 | $1.44B | $2.16B | 10 | 2026-03-31 | → |
| 155 | HBK INVESTMENTS L.P. | 115079 | $1.43B | $35.61B | 198 | 2026-06-30 | → |
| 156 | COMPASS GROUP LLC | 108772 | $1.41B | $1.65B | 19 | 2026-03-31 | → |
| 157 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | $1.40B | $4.40B | 12 | 2026-03-31 | → |
| 158 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $1.39B | $64.28B | 492 | 2026-03-31 | → |
| 159 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $1.37B | $24.57B | 49 | 2026-03-31 | → |
| 160 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $1.37B | $59.04B | 94 | 2026-03-31 | → |
| 161 | INSPIRE INVESTING, LLC | 171988 | $1.36B | $3.96B | 33 | 2026-03-31 | → |
| 162 | FIL INVESTMENT ADVISORS (UK) LTD. | 110970 | $1.36B | $3.55B | 8 | 2026-03-31 | → |
| 163 | ENHANCED PK SERVICES, LLC | 311371 | $1.35B | $1.35B | 1 | 2025-03-31 | → |
| 164 | COHALO ADVISORY LLC | 297315 | $1.34B | $1.35B | 1 | 2026-04-30 | → |
| 165 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 161512 | $1.34B | $6.34B | 24 | 2026-06-30 | → |
| 166 | STONEBRIDGE ADVISORS LLC | 134017 | $1.32B | $11.83B | 15 | 2026-03-31 | → |
| 167 | GOLDENX COMPANY | 326730 | $1.32B | $1.32B | 11 | 2026-03-31 | → |
| 168 | VULCAN VALUE PARTNERS LLC | 151190 | $1.32B | $6.08B | 38 | 2026-05-31 | → |
| 169 | SEAVIEW INVESTMENT MANAGERS LLC | 300155 | $1.31B | $1.37B | 13 | 2026-05-31 | → |
| 170 | OBSIDIAN CIO, LLC | 289000 | $1.28B | $1.28B | 6 | 2026-06-30 | → |
| 171 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | $1.24B | $8.69B | 143 | 2026-06-30 | → |
| 172 | CIFC ASSET MANAGEMENT LLC | 159172 | $1.21B | $44.58B | 200 | 2026-05-31 | → |
| 173 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $1.20B | $81.44B | 164 | 2026-03-31 | → |
| 174 | NORTHCAPE CAPITAL PTY LTD | 332305 | $1.19B | $9.96B | 32 | 2026-04-30 | → |
| 175 | SKYVIEW INVESTMENT ADVISORS, LLC | 286353 | $1.18B | $8.32B | 21 | 2026-03-31 | → |
| 176 | CALYDON CAPITAL, LLC | 285485 | $1.17B | $3.58B | 8 | 2026-04-30 | → |
| 177 | AGILE INVESTMENT MANAGEMENT, LLC | 331966 | $1.17B | $1.17B | 6 | 2026-03-31 | → |
| 178 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $1.12B | $12.24B | 53 | 2026-03-31 | → |
| 179 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | $1.09B | $146.29B | 365 | 2026-05-31 | → |
| 180 | ADDENDA CAPITAL INC. | 137034 | $1.06B | $29.02B | 163 | 2026-03-31 | → |
| 181 | PETIOLE USA LIMITED | 159788 | $1.05B | $1.05B | 7 | 2026-03-31 | → |
| 182 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $1.03B | $30.48B | 193 | 2026-03-31 | → |
| 183 | TREE LINE CAPITAL PARTNERS, LLC | 173784 | $1.03B | $3.85B | 30 | 2026-03-31 | → |
| 184 | ARES CAPITAL MANAGEMENT LLC | 131619 | $1.02B | $97.62B | 634 | 2026-05-31 | → |
| 185 | 8 KNOTS MANAGEMENT, LLC | 305473 | $1.02B | $2.03B | 3 | 2026-03-31 | → |
| 186 | REDWOOD INVESTMENT MANAGEMENT, LLC. | 153139 | $1.01B | $2.47B | 39 | 2026-03-31 | → |
| 187 | GC ADVISORS LLC | 148687 | $1.00B | $177.85B | 1,035 | 2026-06-30 | → |
| 188 | AFFINITY INVESTMENT ADVISORS, LLC | 108278 | $978.7M | $1.16B | 6 | 2026-03-31 | → |
| 189 | UNIFI ASSET MANAGEMENT LP | 330942 | $977.8M | $2.54B | 16 | 2026-06-30 | → |
| 190 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 304290 | $966.7M | $1.05B | 20 | 2026-03-31 | → |
| 191 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $953.3M | $10.81B | 23 | 2026-03-31 | → |
| 192 | TODD ASSET MANAGEMENT LLC | 109473 | $930.8M | $6.18B | 18 | 2026-03-31 | → |
| 193 | SEVENONESEVEN CAPITAL MANAGEMENT, LTD | 305092 | $922.6M | $922.7M | 4 | 2026-03-31 | → |
| 194 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $910.2M | $17.75B | 65 | 2026-03-31 | → |
| 195 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $889.3M | $19.09B | 140 | 2026-01-31 | → |
| 196 | SEVEN BRIDGES ADVISORS LLC | 158722 | $887.2M | $4.61B | 23 | 2026-06-30 | → |
| 197 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | 167243 | $883.7M | $883.7M | 5 | 2026-03-31 | → |
| 198 | COLUMBUS MACRO, LLC | 286374 | $876.3M | $970.3M | 7 | 2026-02-28 | → |
| 199 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $861.3M | $149.48B | 309 | 2026-06-30 | → |
| 200 | MAC ALPHA CAPITAL MANAGEMENT, LP | 311412 | $859.5M | $937.8M | 8 | 2026-03-31 | → |
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