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 | |
|---|---|---|---|---|---|---|---|
| 501 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $83.7M | $10.94B | 51 | 2026-03-31 | → |
| 502 | ALLOCATE MANAGEMENT COMPANY, LLC | 316814 | $83.3M | $3.00B | 16 | 2026-03-31 | → |
| 503 | FIDUCIARY ALLIANCE LLC | 284924 | $83.1M | $2.53B | 76 | 2026-06-30 | → |
| 504 | US AGRICULTURE, LLC | 282576 | $82.8M | $759.1M | 14 | 2026-03-31 | → |
| 505 | THE CYNOSURE GROUP | 281399 | $82.2M | $9.85B | 71 | 2026-03-31 | → |
| 506 | SIR CAPITAL MANAGEMENT L.P. | 161096 | $81.4M | $2.13B | 17 | 2026-03-31 | → |
| 507 | TOURMALET ADVISORS, LP | 336207 | $80.9M | $441.0M | 2 | 2026-05-31 | → |
| 508 | CYGNUS CAPITAL ADVISERS, LLC | 323041 | $80.0M | $229.7M | 8 | 2026-04-30 | → |
| 509 | ELDRED ROCK PARTNERS, LLC | 316401 | $79.6M | $644.1M | 10 | 2026-05-31 | → |
| 510 | CASTLEVIEW PARTNERS, LLC | 281410 | $79.1M | $416.9M | 22 | 2026-05-31 | → |
| 511 | EQUITY ARMOR INVESTMENTS, LLC | 156327 | $77.9M | $184.3M | 3 | 2026-03-31 | → |
| 512 | TT CAPITAL MANAGEMENT LLC | 158407 | $77.3M | $189.8M | 6 | 2026-04-30 | → |
| 513 | BRAMSHILL INVESTMENTS, LLC | 162492 | $75.7M | $8.14B | 38 | 2026-03-31 | → |
| 514 | M.D. SASS, LLC | 110590 | $75.3M | $2.06B | 19 | 2026-03-31 | → |
| 515 | CAIUS CAPITAL LLP | 285187 | $75.0M | $1.75B | 18 | 2026-06-30 | → |
| 516 | VETA INVESTMENT PARTNERS, LLC | 309023 | $74.7M | $2.79B | 10 | 2026-05-31 | → |
| 517 | CAIUS CAPITAL US LP | 322911 | $73.9M | $1.75B | 2 | 2026-03-31 | → |
| 518 | SEARCY FINANCIAL SERVICES, INC. | 105807 | $73.6M | $514.0M | 9 | 2026-05-31 | → |
| 519 | PERPETUA INVESTMENT MANAGERS (PTY) LIMITED | 315222 | $73.3M | $1.67B | 24 | 2026-05-31 | → |
| 520 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 131344 | $73.2M | $2.64B | 32 | 2026-03-31 | → |
| 521 | SIZEMORE CAPITAL MANAGEMENT, LLC | 146961 | $71.4M | $109.4M | 3 | 2026-01-31 | → |
| 522 | PARADIGM CAPITAL MANAGEMENT, INC. | 107982 | $71.0M | $2.38B | 12 | 2026-03-31 | → |
| 523 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | 137342 | $70.7M | $4.23B | 35 | 2026-03-31 | → |
| 524 | MARTIN CAPITAL PARTNERS, LLC | 153452 | $70.6M | $290.5M | 4 | 2026-03-31 | → |
| 525 | UNISON ADVISORS LLC | 155470 | $70.4M | $2.02B | 1 | 2026-03-31 | → |
| 526 | HANSEATIC MANAGEMENT SERVICES INC | 107110 | $69.0M | $174.0M | 4 | 2026-03-31 | → |
| 527 | JENSEN INVESTMENT MANAGEMENT INC | 105281 | $68.6M | $6.48B | 36 | 2026-03-31 | → |
| 528 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $67.7M | $29.38B | 109 | 2026-03-31 | → |
| 529 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | 315603 | $66.4M | $517.9M | 2 | 2026-03-31 | → |
| 530 | PEARLSTONE ALTERNATIVE (UK) LLP | 324441 | $65.8M | $210.5M | 5 | 2026-06-30 | → |
| 531 | GREEN ALPHA ADVISORS, LLC | 144413 | $65.2M | $253.9M | 4 | 2026-06-30 | → |
| 532 | SHOREPATH CAPITAL MANAGEMENT LLC | 286125 | $65.2M | $146.6M | 1 | 2025-02-28 | → |
| 533 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $65.1M | $7.00B | 39 | 2026-06-30 | → |
| 534 | NEWPORT INVESTMENT ADVISORS INC | 113175 | $64.8M | $198.0M | 2 | 2026-04-30 | → |
| 535 | NEXT CENTURY GROWTH INVESTORS LLC | 108978 | $64.0M | $1.52B | 9 | 2026-03-31 | → |
| 536 | CGN ADVISORS, LLC | 159359 | $63.6M | $1.60B | 51 | 2026-06-30 | → |
| 537 | QUAD INVESTMENT MANAGEMENT CORP. | 331606 | $62.4M | $2.62B | 45 | 2026-03-31 | → |
| 538 | ASPIRE STRATEGIST PORTFOLIOS LLC | 327902 | $62.2M | $97.3M | 5 | 2026-03-31 | → |
| 539 | BWCP, LP | 305638 | $61.7M | $1.23B | 11 | 2026-03-31 | → |
| 540 | MACERATIO LLC | 304078 | $61.5M | $1.19B | 7 | 2026-06-30 | → |
| 541 | ROYCE & ASSOCIATES, LP | 107689 | $60.9M | $12.41B | 89 | 2026-02-28 | → |
| 542 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $60.0M | $11.49B | 78 | 2026-03-31 | → |
| 543 | BAYPOINTE PARTNERS, LLC | 331273 | $59.6M | $270.5M | 4 | 2026-03-31 | → |
| 544 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 158270 | $59.0M | $3.80B | 50 | 2026-03-31 | → |
| 545 | TRIASIMA PORTFOLIO MANAGEMENT INC. | 304577 | $58.8M | $1.11B | 24 | 2026-03-31 | → |
| 546 | TWIN SECURITIES, INC. | 158318 | $58.2M | $317.7M | 5 | 2026-03-31 | → |
| 547 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | $58.1M | $6.20B | 41 | 2026-03-31 | → |
| 548 | BIRCH RUN INVESTMENTS, LLC | 285285 | $57.7M | $457.5M | 5 | 2026-03-31 | → |
| 549 | BAILLIE GIFFORD INTERNATIONAL LLC | 305849 | $57.0M | $1.81B | 21 | 2026-06-30 | → |
| 550 | BLUELINE ADVISORS LLC | 164642 | $56.9M | $247.2M | 3 | 2026-03-31 | → |
| 551 | ARENA INVESTORS, LP | 269854 | $56.4M | $2.99B | 180 | 2026-05-31 | → |
| 552 | CAPSHIFT ADVISORS, LLC | 309860 | $56.4M | $628.0M | 16 | 2026-03-31 | → |
| 553 | PACIFIC POINT ADVISORS, LLC | 310731 | $56.3M | $389.6M | 9 | 2026-03-31 | → |
| 554 | ONEX CREDIT PARTNERS, LLC | 138941 | $55.8M | $30.14B | 80 | 2026-05-31 | → |
| 555 | BIN YUAN CAPITAL (CAYMAN) LIMITED | 170104 | $55.0M | $76.0M | 24 | 2026-03-31 | → |
| 556 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | $54.6M | $6.30B | 69 | 2026-03-31 | → |
| 557 | ALIGN IMPACT, LLC | 176516 | $54.6M | $715.4M | 20 | 2026-04-30 | → |
| 558 | SAMSUNG ASSET MANAGEMENT COMPANY, LTD. | 158319 | $54.4M | $300.82B | 460 | 2026-04-30 | → |
| 559 | LUXOR CAPITAL GROUP, LP | 138253 | $54.1M | $5.04B | 39 | 2026-06-30 | → |
| 560 | PMV CAPITAL ADVISERS, LLC | 308010 | $53.7M | $132.0M | 4 | 2026-03-31 | → |
| 561 | STIFEL CAPITAL MANAGEMENT, LLC | 328365 | $53.4M | $4.20B | 9 | 2026-03-31 | → |
| 562 | CEDAR STREET ASSET MANAGEMENT LLC | 285814 | $53.1M | $938.4M | 11 | 2026-03-31 | → |
| 563 | OAK ASSOCIATES LTD | 108874 | $52.7M | $1.78B | 8 | 2026-03-31 | → |
| 564 | OSMOSIS INVESTMENT MANAGEMENT US LLC | 283049 | $52.5M | $298.9M | 39 | 2026-05-31 | → |
| 565 | ELANUS CAPITAL MANAGEMENT, LLC | 167711 | $52.2M | $146.5M | 2 | 2024-12-31 | → |
| 566 | PROFICIO CAPITAL PARTNERS LLC | 269931 | $51.6M | $5.27B | 23 | 2026-04-30 | → |
| 567 | ATHENAINVEST ADVISORS LLC | 146224 | $49.6M | $80.4M | 5 | 2025-03-31 | → |
| 568 | CHANNING GLOBAL ADVISORS, LLC | 290893 | $49.5M | $1.11B | 8 | 2026-03-31 | → |
| 569 | PRUDENT MAN ADVISORS, LLC | 301973 | $48.6M | $30.59B | 157 | 2026-04-30 | → |
| 570 | ESM MANAGEMENT LLC | 150142 | $48.4M | $1.39B | 4 | 2026-03-31 | → |
| 571 | LITTLE HOUSE CAPITAL, LLC | 290070 | $47.5M | $675.2M | 7 | 2026-03-31 | → |
| 572 | RISKBRIDGE ADVISORS, LLC | 310396 | $47.4M | $898.3M | 15 | 2026-03-31 | → |
| 573 | LONE PEAK PARTNERS MANAGEMENT LP | 156546 | $46.9M | $210.4M | 3 | 2026-03-31 | → |
| 574 | PALOGIC VALUE MANAGEMENT, L.P. | 155133 | $46.8M | $405.5M | 5 | 2026-06-30 | → |
| 575 | ALTERNATIVE INVESTMENT RESOURCE, LLC | 288165 | $46.7M | $754.2M | 18 | 2026-05-31 | → |
| 576 | SAGARD HOLDINGS MANAGER (US) LLC | 322374 | $46.5M | $1.41B | 41 | 2026-03-31 | → |
| 577 | ASTRA WEALTH PARTNERS LLC | 321136 | $46.1M | $268.4M | 3 | 2026-03-31 | → |
| 578 | CLARITY FINANCIAL, LLC | 150661 | $45.8M | $1.84B | 16 | 2026-05-31 | → |
| 579 | CONVERGENCE INVESTMENT PARTNERS, LLC | 148472 | $45.7M | $523.6M | 5 | 2026-03-31 | → |
| 580 | PATIENT CAPITAL MANAGEMENT, LLC | 307336 | $45.2M | $2.50B | 10 | 2026-03-31 | → |
| 581 | KERBEROS CAPITAL MANAGEMENT LLC | 315699 | $45.2M | $412.2M | 8 | 2026-03-31 | → |
| 582 | SMITH AFFILIATED CAPITAL CORP | 107675 | $44.3M | $1.68B | 10 | 2026-03-31 | → |
| 583 | L2 ASSET MANAGEMENT, LLC | 172688 | $44.0M | $1.27B | 7 | 2026-03-31 | → |
| 584 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $43.9M | $52.93B | 313 | 2026-04-30 | → |
| 585 | HIXON ZUERCHER, LLC | 123465 | $43.8M | $487.7M | 11 | 2026-04-30 | → |
| 586 | GREAT LAKES ADVISORS, LLC | 110757 | $43.2M | $16.16B | 84 | 2026-05-31 | → |
| 587 | MANENTIA WEALTH CONSULTING INC. | 333415 | $43.0M | $45.2M | 6 | 2025-04-30 | → |
| 588 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $42.6M | $54.45B | 219 | 2026-03-31 | → |
| 589 | VISTA CREDIT PARTNERS, L.P. | 329152 | $42.6M | $8.42B | 51 | 2026-03-31 | → |
| 590 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | 151223 | $41.0M | $2.23B | 0 | 2025-12-31 | → |
| 591 | RK ASSET MANAGEMENT, LLC | 121886 | $40.5M | $107.0M | 1 | 2026-01-31 | → |
| 592 | GREENSLEDGE ASSET MANAGEMENT LLC | 307732 | $40.3M | $592.8M | 11 | 2026-06-30 | → |
| 593 | BCK CAPITAL MANAGEMENT LP | 282798 | $38.2M | $112.4M | 5 | 2026-03-31 | → |
| 594 | GERCHEN CAPITAL MANAGEMENT, LLC | 316524 | $36.9M | $2.11B | 23 | 2026-03-31 | → |
| 595 | ATLATL ADVISERS LLC | 284036 | $36.5M | $392.7M | 10 | 2026-05-31 | → |
| 596 | TRG MANAGEMENT LP | 138083 | $36.2M | $6.72B | 102 | 2026-03-31 | → |
| 597 | HEARD CAPITAL LLC | 297176 | $35.9M | $2.40B | 10 | 2026-04-30 | → |
| 598 | INKWELL CAPITAL LLC | 155907 | $35.8M | $112.2M | 2 | 2026-03-31 | → |
| 599 | OLD FARM PARTNERS LP | 283573 | $35.4M | $744.2M | 6 | 2026-03-31 | → |
| 600 | COHEN & STEERS UK LIMITED | 142150 | $35.0M | $5.37B | 21 | 2026-03-31 | → |
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