Research Report · 2026-06-30
Top Registered Investment Advisers for Pension Plans
SEC-registered investment advisers ranked by reported assets from pension and profit-sharing plan clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$88.76T
Median AUM
$11.91B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Pension Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CAPFINANCIAL PARTNERS, LLC | 175112 | $1.07T | $1.24T | 1,841 | 2026-05-31 | → |
| 2 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $268.98B | $2.65T | 2,059 | 2026-05-31 | → |
| 3 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $198.04B | $3.52T | 3,194 | 2026-06-30 | → |
| 4 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $193.20B | $3.67T | 1,968 | 2026-05-31 | → |
| 5 | NISA INVESTMENT ADVISORS, LLC | 107313 | $177.34B | $343.89B | 417 | 2026-03-31 | → |
| 6 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $170.55B | $194.82B | 235 | 2026-06-30 | → |
| 7 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $163.89B | $1.60T | 7,987 | 2026-06-30 | → |
| 8 | STRATEGIC ADVISERS LLC | 104555 | $161.53B | $1.37T | 17,112 | 2026-03-31 | → |
| 9 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $158.64B | $169.58B | 464 | 2026-06-30 | → |
| 10 | MERCER INVESTMENTS LLC | 133449 | $139.87B | $226.04B | 714 | 2026-03-31 | → |
| 11 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $139.26B | $155.41B | 648 | 2026-04-30 | → |
| 12 | PGIM, INC. | 105676 | $122.40B | $1.13T | 1,990 | 2026-04-30 | → |
| 13 | AON INVESTMENTS USA INC. | 105596 | $112.66B | $150.99B | 255 | 2026-03-31 | → |
| 14 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $110.58B | $1.25T | 662 | 2026-06-30 | → |
| 15 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | 288590 | $108.69B | $818.78B | 15,424 | 2025-03-31 | → |
| 16 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $107.89B | $684.78B | 1,109 | 2026-04-30 | → |
| 17 | NEPC, LLC | 110562 | $98.08B | $152.72B | 379 | 2026-05-31 | → |
| 18 | CREATIVE PLANNING, LLC | 105348 | $96.02B | $295.57B | 1,650 | 2026-03-31 | → |
| 19 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $82.72B | $621.02B | 611 | 2026-05-31 | → |
| 20 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $74.86B | $1.96T | 29,481 | 2026-06-30 | → |
| 21 | JOBS PEAK ADVISORS, LLC | 286080 | $73.58B | $73.58B | 1 | 2026-03-31 | → |
| 22 | DODGE & COX | 104596 | $73.27B | $466.56B | 336 | 2026-04-30 | → |
| 23 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $68.53B | $2.20T | 3,760 | 2026-03-31 | → |
| 24 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $68.00B | $386.88B | 728 | 2026-03-31 | → |
| 25 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $65.67B | $1.43T | 1,868 | 2026-03-31 | → |
| 26 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $61.80B | $62.67B | 239 | 2026-05-31 | → |
| 27 | INSIGHT NORTH AMERICA LLC | 145995 | $61.72B | $171.09B | 238 | 2026-06-30 | → |
| 28 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 7691 | $58.95B | $1.78T | 32,960 | 2026-06-30 | → |
| 29 | MELLON INVESTMENTS CORPORATION | 105764 | $57.61B | $873.87B | 98 | 2026-05-31 | → |
| 30 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $56.79B | $65.07B | 51 | 2026-01-31 | → |
| 31 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $56.18B | $470.54B | 950 | 2026-06-30 | → |
| 32 | IFM INVESTORS PTY LTD | 162754 | $54.89B | $152.93B | 717 | 2025-11-30 | → |
| 33 | APG ASSET MANAGEMENT US, INC | 160795 | $54.37B | $141.33B | 183 | 2026-03-31 | → |
| 34 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $50.88B | $208.39B | 115 | 2026-03-31 | → |
| 35 | BUCK GLOBAL, LLC | 108695 | $47.03B | $47.61B | 625 | 2025-03-31 | → |
| 36 | FIDUCIENT ADVISORS LLC | 106720 | $46.80B | $97.54B | 210 | 2026-03-31 | → |
| 37 | RAYMOND JAMES & ASSOCIATES, INC. | 705 | $46.10B | $500.96B | 16,780 | 2026-06-30 | → |
| 38 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $45.91B | $56.28B | 413 | 2026-03-31 | → |
| 39 | SEGAL ADVISORS, INC. | 114687 | $43.44B | $50.15B | 112 | 2026-03-31 | → |
| 40 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $43.33B | $484.10B | 1,403 | 2026-04-30 | → |
| 41 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $42.46B | $406.96B | 6,400 | 2026-06-30 | → |
| 42 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $42.28B | $114.16B | 87 | 2026-06-30 | → |
| 43 | INVESCO ADVISERS, INC. | 105360 | $41.88B | $749.52B | 2,804 | 2026-06-30 | → |
| 44 | SANDERS CAPITAL, LLC | 151480 | $41.42B | $122.18B | 26 | 2026-03-31 | → |
| 45 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $41.04B | $427.71B | 1,394 | 2026-05-31 | → |
| 46 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $39.94B | $267.16B | 262 | 2026-04-30 | → |
| 47 | USI ADVISORS, INC. | 108113 | $37.93B | $56.28B | 79 | 2026-03-31 | → |
| 48 | SBI FUNDS MANAGEMENT LIMITED | 142968 | $37.59B | $219.93B | 2,463 | 2026-06-30 | → |
| 49 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $36.15B | $38.61B | 244 | 2026-03-31 | → |
| 50 | JENNISON ASSOCIATES LLC | 107959 | $35.96B | $214.84B | 360 | 2026-03-31 | → |
| 51 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $35.63B | $37.50B | 195 | 2026-03-31 | → |
| 52 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | $35.10B | $177.71B | 1,022 | 2026-06-30 | → |
| 53 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $34.40B | $50.44B | 161 | 2026-06-30 | → |
| 54 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $34.08B | $80.27B | 89 | 2026-03-31 | → |
| 55 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $34.06B | $326.70B | 1,116 | 2026-04-30 | → |
| 56 | CALLAN LLC | 107687 | $32.44B | $41.94B | 202 | 2026-03-31 | → |
| 57 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $31.93B | $40.25B | 193 | 2026-04-30 | → |
| 58 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $30.84B | $141.83B | 740 | 2026-06-30 | → |
| 59 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $30.69B | $563.78B | 956 | 2026-05-31 | → |
| 60 | PICTET ASSET MANAGEMENT SA | 140074 | $29.50B | $330.70B | 549 | 2026-06-30 | → |
| 61 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $28.49B | $398.65B | 1,542 | 2026-03-31 | → |
| 62 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $27.88B | $351.32B | 519 | 2026-04-30 | → |
| 63 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $27.54B | $34.50B | 81 | 2026-03-31 | → |
| 64 | NUMERIC INVESTORS LLC | 131684 | $27.53B | $94.40B | 54 | 2026-04-30 | → |
| 65 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | $26.97B | $390.04B | 9,675 | 2026-06-30 | → |
| 66 | UBS FINANCIAL SERVICES INC. | 8174 | $26.43B | $915.79B | 12,524 | 2026-06-30 | → |
| 67 | PAYDEN & RYGEL | 107160 | $26.11B | $158.23B | 194 | 2026-03-31 | → |
| 68 | ADVANCED CAPITAL GROUP, INC. | 109673 | $25.91B | $29.99B | 22 | 2026-03-31 | → |
| 69 | WELLTH ADVISORY SERVICES, LLC | 330537 | $25.87B | $26.68B | 74 | 2026-03-31 | → |
| 70 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $24.76B | $144.00B | 1,583 | 2026-05-31 | → |
| 71 | INCOME RESEARCH + MANAGEMENT | 104863 | $24.40B | $130.65B | 218 | 2026-03-31 | → |
| 72 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | $23.78B | $23.78B | 13 | 2026-06-30 | → |
| 73 | NB ALTERNATIVES ADVISERS LLC | 149822 | $22.94B | $160.24B | 417 | 2026-03-31 | → |
| 74 | PANTHEON VENTURES (US) LP | 153425 | $22.66B | $87.69B | 129 | 2026-03-31 | → |
| 75 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $22.32B | $135.09B | 1,715 | 2026-03-31 | → |
| 76 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $21.13B | $475.78B | 956 | 2026-05-31 | → |
| 77 | CERITY PARTNERS LLC | 151559 | $20.79B | $161.68B | 1,529 | 2026-06-30 | → |
| 78 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $20.69B | $305.98B | 220 | 2026-03-31 | → |
| 79 | FIDUCIARY COUNSELORS INC. | 111827 | $20.35B | $20.35B | 8 | 2026-03-31 | → |
| 80 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $20.21B | $24.09B | 30 | 2026-06-30 | → |
| 81 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $19.71B | $21.93B | 28 | 2026-03-31 | → |
| 82 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $18.81B | $81.09B | 569 | 2026-03-31 | → |
| 83 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $18.78B | $502.40B | 914 | 2026-05-31 | → |
| 84 | CONCORD ADVISORY GROUP LTD | 107291 | $18.76B | $46.19B | 34 | 2026-03-31 | → |
| 85 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | 150091 | $18.59B | $21.29B | 23 | 2025-07-31 | → |
| 86 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $17.82B | $69.23B | 186 | 2026-03-31 | → |
| 87 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $17.82B | $394.07B | 4,322 | 2026-04-30 | → |
| 88 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $17.73B | $39.14B | 460 | 2026-06-30 | → |
| 89 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $17.48B | $35.51B | 94 | 2026-03-31 | → |
| 90 | INVESCO HONG KONG LIMITED | 109923 | $17.24B | $26.20B | 226 | 2026-03-31 | → |
| 91 | MARQUETTE ASSOCIATES, INC. | 21572 | $17.23B | $47.06B | 147 | 2026-05-31 | → |
| 92 | MANAGED ACCOUNT ADVISORS LLC | 142558 | $17.08B | $994.99B | 61 | 2026-06-30 | → |
| 93 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $17.01B | $113.59B | 1,311 | 2026-03-31 | → |
| 94 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $16.89B | $702.25B | 670 | 2026-06-30 | → |
| 95 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | $16.60B | $20.14B | 1 | 2026-03-31 | → |
| 96 | ALPINVEST PARTNERS B.V. | 159215 | $16.26B | $39.88B | 289 | 2026-03-31 | → |
| 97 | MIO PARTNERS, INC. | 108637 | $14.71B | $59.59B | 287 | 2026-03-31 | → |
| 98 | PGIM LIMITED | 160005 | $14.65B | $76.45B | 299 | 2026-03-31 | → |
| 99 | SSGA FUNDS MANAGEMENT, INC. | 111242 | $14.39B | $1.42T | 241 | 2026-03-31 | → |
| 100 | AMERICAN BEACON ADVISORS, INC. | 105552 | $14.36B | $59.93B | 121 | 2026-03-31 | → |
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