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 | |
|---|---|---|---|---|---|---|---|
| 201 | SOUNDWATCH CAPITAL, LLC | 173151 | $857.0M | $1.02B | 5 | 2026-05-31 | → |
| 202 | FWL INVESTMENT MANAGEMENT, LLC | 174119 | $846.2M | $1.24B | 7 | 2026-03-31 | → |
| 203 | GREENROCK RESEARCH, INC. | 131825 | $842.4M | $863.9M | 6 | 2026-03-31 | → |
| 204 | LUMINT CORPORATION | 324443 | $835.6M | $3.67B | 14 | 2026-03-31 | → |
| 205 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $834.8M | $38.77B | 859 | 2026-03-31 | → |
| 206 | FDX ADVISORS, INC. | 104601 | $832.8M | $832.8M | 17 | 2026-06-30 | → |
| 207 | PCJ INVESTMENT COUNSEL LTD. | 174083 | $828.4M | $924.3M | 10 | 2026-06-30 | → |
| 208 | CARRICK LANE LLC | 309148 | $825.2M | $3.03B | 6 | 2026-03-31 | → |
| 209 | BLUEPRINT CAPITAL ADVISORS LLC | 282327 | $825.0M | $1.79B | 8 | 2026-03-31 | → |
| 210 | REDBLACK ADVISERS, INC. | 151692 | $823.6M | $823.6M | 7 | 2026-03-31 | → |
| 211 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $808.7M | $18.30B | 67 | 2026-05-31 | → |
| 212 | MAGNETAR FINANCIAL LLC | 136045 | $807.9M | $26.23B | 198 | 2026-03-31 | → |
| 213 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $774.9M | $10.24B | 73 | 2026-03-31 | → |
| 214 | STRATEGIC GLOBAL ADVISORS, LLC | 286019 | $755.2M | $3.03B | 19 | 2026-03-31 | → |
| 215 | VERGENT ASSET MANAGEMENT LLP | 290165 | $752.4M | $1.25B | 10 | 2026-06-30 | → |
| 216 | INNOVATIVE PORTFOLIOS LLC | 281382 | $746.6M | $784.6M | 14 | 2025-03-31 | → |
| 217 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | $745.8M | $121.05B | 419 | 2026-06-30 | → |
| 218 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $727.5M | $66.67B | 162 | 2026-03-31 | → |
| 219 | LEEWARD INVESTMENTS, LLC | 312557 | $715.6M | $2.87B | 14 | 2026-03-31 | → |
| 220 | QUANTUM CAPITAL ADVISORS, LLC | 162826 | $715.5M | $797.9M | 4 | 2026-03-31 | → |
| 221 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $715.4M | $12.56B | 79 | 2026-06-30 | → |
| 222 | FOCUS PARTNERS WEALTH, LLC | 159289 | $699.0M | $181.86B | 1,915 | 2026-04-30 | → |
| 223 | NIPUN CAPITAL, L.P. | 159752 | $696.3M | $2.03B | 18 | 2026-03-31 | → |
| 224 | POPLAR FOREST CAPITAL LLC | 145250 | $684.1M | $1.28B | 10 | 2025-03-31 | → |
| 225 | DEAN CAPITAL MANAGEMENT, LLC | 145666 | $671.2M | $1.15B | 6 | 2026-06-30 | → |
| 226 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $668.9M | $24.65B | 289 | 2026-06-30 | → |
| 227 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $653.0M | $9.89B | 44 | 2026-06-30 | → |
| 228 | TYTHON CAPITAL, LLC | 285212 | $652.6M | $678.3M | 1 | 2026-04-30 | → |
| 229 | MARTIN INVESTMENT MANAGEMENT, LLC | 105381 | $651.0M | $888.1M | 12 | 2026-04-30 | → |
| 230 | PAVE INVESTMENT ADVISORS, LLC. | 322420 | $643.7M | $669.6M | 7 | 2026-06-30 | → |
| 231 | THIRD POINT LLC | 137927 | $642.5M | $28.73B | 143 | 2026-05-31 | → |
| 232 | CONCORD ASSET MANAGEMENT, LLC | 310710 | $639.4M | $639.4M | 2 | 2026-03-31 | → |
| 233 | NXT CAPITAL INVESTMENT ADVISERS, LLC | 160569 | $630.4M | $6.65B | 242 | 2026-06-30 | → |
| 234 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $629.6M | $35.71B | 630 | 2026-03-31 | → |
| 235 | PITON INVESTMENT MANAGEMENT, LP | 282517 | $629.2M | $927.9M | 9 | 2026-04-30 | → |
| 236 | 1543 CAPITAL LP | 305398 | $625.2M | $1.04B | 8 | 2026-04-30 | → |
| 237 | SLOW CAPITAL, INC. | 286688 | $617.8M | $953.3M | 4 | 2026-02-28 | → |
| 238 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $612.6M | $24.40B | 61 | 2026-03-31 | → |
| 239 | KABOUTER MANAGEMENT, LLC | 153099 | $609.9M | $992.5M | 15 | 2026-03-31 | → |
| 240 | SIO CAPITAL MANAGEMENT, LLC | 165989 | $607.9M | $1.29B | 13 | 2026-03-31 | → |
| 241 | MULHOLLAND WEALTH ADVISORS, LLC | 282408 | $605.5M | $611.7M | 39 | 2026-04-30 | → |
| 242 | HALL CAPITAL PARTNERS LLC | 106759 | $599.4M | $50.30B | 175 | 2025-03-31 | → |
| 243 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $593.2M | $104.49B | 212 | 2026-05-31 | → |
| 244 | SEER CAPITAL MANAGEMENT LP | 152164 | $589.9M | $1.06B | 23 | 2026-03-31 | → |
| 245 | DEARBORN PARTNERS L.L.C. | 108147 | $585.5M | $2.74B | 24 | 2026-03-31 | → |
| 246 | FOYSTON, GORDON & PAYNE INC. | 121591 | $569.4M | $5.96B | 46 | 2026-05-31 | → |
| 247 | LARRAINVIAL ASSET MANAGEMENT ADMINISTRADORA GENERAL DE FONDOS SA | 295522 | $550.9M | $2.29B | 93 | 2025-03-31 | → |
| 248 | PLUM ISLAND PARTNERS LLC | 337695 | $550.0M | $550.0M | 16 | 2026-06-30 | → |
| 249 | SYNERGY ASSET MANAGEMENT, LLC | 117201 | $541.8M | $1.30B | 14 | 2026-03-31 | → |
| 250 | KEELAN CAPITAL, LLC | 322725 | $529.0M | $561.4M | 2 | 2025-03-31 | → |
| 251 | CACHETECH INC. | 327688 | $524.7M | $547.4M | 7 | 2026-06-30 | → |
| 252 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $523.5M | $6.09B | 17 | 2026-03-31 | → |
| 253 | DRI CAPITAL (US), INC. | 311678 | $520.1M | $520.1M | 10 | 2025-06-30 | → |
| 254 | ALTIUM INVESTMENT STRATEGIES LLC | 333950 | $517.7M | $517.7M | 8 | 2026-03-31 | → |
| 255 | TOWERCREST CAPITAL MANAGEMENT, LLC | 152069 | $517.4M | $717.6M | 1 | 2026-06-30 | → |
| 256 | MANA ADVISORS LLC | 284792 | $509.0M | $509.0M | 4 | 2026-03-31 | → |
| 257 | OPTI CAPITAL MANAGEMENT LP | 292742 | $505.3M | $1.76B | 6 | 2026-03-31 | → |
| 258 | SAGE TRADING COLLECTIVE, LLC | 337481 | $505.0M | $505.0M | 1 | 2026-02-28 | → |
| 259 | GC OPAL ADVISORS LLC | 289425 | $500.0M | $124.30B | 1,087 | 2026-06-30 | → |
| 260 | MONTROSE ADVISORS INCORPORATED | 105918 | $499.0M | $670.8M | 5 | 2026-03-31 | → |
| 261 | BLUESHIFT ASSET MANAGEMENT, LLC | 290637 | $496.9M | $694.4M | 13 | 2026-03-31 | → |
| 262 | LIONHEART STRATEGIC MANAGEMENT, LLC | 314990 | $496.3M | $508.7M | 14 | 2026-03-31 | → |
| 263 | KOPERNIK GLOBAL INVESTORS, LLC | 168625 | $492.7M | $10.18B | 44 | 2026-03-31 | → |
| 264 | ZEGA INVESTMENTS, LLC | 330428 | $481.9M | $614.0M | 10 | 2026-03-31 | → |
| 265 | AUREON PARTNERS LLC | 338348 | $481.0M | $481.0M | 7 | 2026-03-31 | → |
| 266 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $480.4M | $394.07B | 4,322 | 2026-04-30 | → |
| 267 | ENERGY INCOME PARTNERS LLC | 140799 | $477.9M | $6.06B | 21 | 2026-05-31 | → |
| 268 | HARVEST GLOBAL INVESTMENTS LIMITED | 157964 | $475.7M | $3.79B | 32 | 2026-03-31 | → |
| 269 | MAGNETAR ASSET MANAGEMENT LLC | 285287 | $473.8M | $1.92B | 167 | 2026-03-31 | → |
| 270 | SOLLINDA CAPITAL MANAGEMENT LLC | 321742 | $470.6M | $1.02B | 20 | 2026-06-30 | → |
| 271 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $467.8M | $169.62B | 419 | 2026-03-31 | → |
| 272 | NB ALTERNATIVES ADVISERS LLC | 149822 | $466.0M | $160.24B | 417 | 2026-03-31 | → |
| 273 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $464.1M | $59.16B | 88 | 2026-05-31 | → |
| 274 | ASSET MANAGEMENT ONE USA INC. | 108982 | $453.4M | $2.90B | 32 | 2026-05-31 | → |
| 275 | ST. JAMES INVESTMENT ADVISORS, LLC | 283880 | $452.2M | $511.5M | 7 | 2026-02-28 | → |
| 276 | PERRY CAPITAL PARTNERS LLC | 312808 | $450.0M | $450.0M | 1 | 2025-03-31 | → |
| 277 | BALIS ENTERPRISES LLC | 315130 | $444.3M | $444.3M | 8 | 2026-06-30 | → |
| 278 | COHO PARTNERS, LTD. | 111335 | $444.0M | $2.20B | 18 | 2025-03-31 | → |
| 279 | LAVACA CAPITAL, LLC | 167238 | $431.2M | $927.1M | 4 | 2026-03-31 | → |
| 280 | PVG ASSET MANAGEMENT CORP | 105541 | $428.0M | $624.9M | 9 | 2026-05-31 | → |
| 281 | INVESTMENT RESEARCH PARTNERS LLC | 304315 | $427.3M | $512.4M | 6 | 2026-03-31 | → |
| 282 | ASTORIA PORTFOLIO ADVISORS LLC | 288271 | $424.2M | $977.6M | 9 | 2026-03-31 | → |
| 283 | JANUS HENDERSON INVESTORS US LLC | 104652 | $417.1M | $380.43B | 1,013 | 2026-06-30 | → |
| 284 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $416.4M | $24.86B | 41 | 2026-03-31 | → |
| 285 | SETANTA ASSET MANAGEMENT LTD | 281781 | $405.7M | $15.02B | 24 | 2025-03-31 | → |
| 286 | AMERICAN TRIPLE I, LLC | 318463 | $400.0M | $832.2M | 11 | 2026-03-31 | → |
| 287 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $399.5M | $23.95B | 56 | 2026-01-31 | → |
| 288 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | $398.0M | $4.25B | 20 | 2026-03-31 | → |
| 289 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $394.4M | $183.29B | 905 | 2026-05-31 | → |
| 290 | EMERALD INVESTMENT ADVISERS, LLC | 338769 | $392.4M | $2.26B | 12 | 2026-01-31 | → |
| 291 | ST. JAMES INVESTMENT COMPANY, LLC | 124777 | $387.6M | $660.6M | 6 | 2026-03-31 | → |
| 292 | MONORAIL SECURITIES LLC | 285309 | $386.1M | $388.7M | 7 | 2026-03-31 | → |
| 293 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $384.7M | $563.78B | 956 | 2026-05-31 | → |
| 294 | KINTEGRAL ADVISORY, LLC | 164160 | $382.4M | $2.14B | 11 | 2026-03-31 | → |
| 295 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | $376.0M | $15.46B | 118 | 2026-05-31 | → |
| 296 | FORTWOOD CAPITAL LP | 329381 | $366.7M | $513.0M | 9 | 2026-06-30 | → |
| 297 | HAZELVIEW SECURITIES INC. | 293469 | $363.1M | $943.1M | 15 | 2026-03-31 | → |
| 298 | DYNAMIC MARKET ADVANTAGE, LLC | 323540 | $361.9M | $361.9M | 4 | 2026-02-28 | → |
| 299 | LION CAPITAL (AMERICAS) INC. | 160574 | $361.6M | $361.6M | 1 | 2025-05-31 | → |
| 300 | APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 226755 | $361.6M | $4.44B | 3 | 2026-03-31 | → |
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