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 | |
|---|---|---|---|---|---|---|---|
| 301 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $3.53B | $44.30B | 182 | 2026-03-31 | → |
| 302 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $3.46B | $43.54B | 170 | 2026-04-30 | → |
| 303 | KKR CREDIT ADVISORS (US) LLC | 146629 | $3.45B | $270.85B | 609 | 2026-03-31 | → |
| 304 | MERCER GLOBAL ADVISORS INC. | 147363 | $3.45B | $84.40B | 1,429 | 2026-05-31 | → |
| 305 | CETERA INVESTMENT ADVISERS LLC | 105644 | $3.45B | $256.81B | 10,251 | 2026-06-30 | → |
| 306 | FIRST HORIZON ADVISORS, INC | 17117 | $3.43B | $13.62B | 239 | 2025-07-31 | → |
| 307 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $3.39B | $59.16B | 88 | 2026-05-31 | → |
| 308 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 11025 | $3.39B | $252.25B | 4,047 | 2026-06-30 | → |
| 309 | JOHNSON STERLING, INC. | 106379 | $3.37B | $3.90B | 10 | 2026-03-31 | → |
| 310 | PCA INVESTMENT ADVISORY SERVICES, INC. | 123475 | $3.36B | $4.31B | 15 | 2026-03-31 | → |
| 311 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $3.35B | $19.09B | 140 | 2026-01-31 | → |
| 312 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $3.32B | $23.33B | 156 | 2026-03-31 | → |
| 313 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | 110045 | $3.29B | $514.05B | 1,244 | 2026-03-31 | → |
| 314 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $3.28B | $35.80B | 45 | 2026-03-31 | → |
| 315 | ABRDN ASIA LIMITED | 124509 | $3.27B | $40.27B | 165 | 2026-06-30 | → |
| 316 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $3.24B | $32.87B | 87 | 2026-03-31 | → |
| 317 | ASSETMARK, INC. | 109018 | $3.24B | $91.76B | 859 | 2026-05-31 | → |
| 318 | GREAT LAKES ADVISORS, LLC | 110757 | $3.19B | $16.16B | 84 | 2026-05-31 | → |
| 319 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $3.16B | $35.08B | 146 | 2026-01-31 | → |
| 320 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $3.16B | $28.33B | 175 | 2026-03-31 | → |
| 321 | LAZARD ASSET MANAGEMENT LLC | 122836 | $3.15B | $120.52B | 532 | 2026-03-31 | → |
| 322 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $3.14B | $81.44B | 164 | 2026-03-31 | → |
| 323 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $3.12B | $40.90B | 151 | 2026-05-31 | → |
| 324 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $3.12B | $588.22B | 574 | 2026-03-31 | → |
| 325 | FAIRCOURT PARTNERS, LLC | 295508 | $3.09B | $3.12B | 4 | 2026-05-31 | → |
| 326 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $3.08B | $44.36B | 65 | 2025-09-30 | → |
| 327 | MCMORGAN & COMPANY LLC | 115060 | $3.05B | $7.61B | 26 | 2026-03-31 | → |
| 328 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $3.03B | $204.18B | 112 | 2026-03-31 | → |
| 329 | ATTUCKS ASSET MANAGEMENT, LLC | 118891 | $2.98B | $3.86B | 12 | 2026-03-31 | → |
| 330 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $2.98B | $85.67B | 367 | 2026-04-30 | → |
| 331 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $2.97B | $37.56B | 50 | 2026-06-30 | → |
| 332 | THREE BELL CAPITAL LLC | 159736 | $2.95B | $5.05B | 22 | 2026-06-30 | → |
| 333 | INTERMEDE INVESTMENT PARTNERS LIMITED | 175312 | $2.94B | $3.99B | 17 | 2026-05-31 | → |
| 334 | ADVUS FINANCIAL PARTNERS, LLC | 311990 | $2.87B | $3.97B | 16 | 2026-06-30 | → |
| 335 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $2.84B | $15.28B | 112 | 2026-03-31 | → |
| 336 | J.P. MORGAN SECURITIES LLC | 79 | $2.84B | $429.69B | 8,703 | 2026-06-30 | → |
| 337 | STACEY BRAUN ASSOCIATES INC | 105056 | $2.84B | $5.50B | 17 | 2026-03-31 | → |
| 338 | ADDENDA CAPITAL INC. | 137034 | $2.83B | $29.02B | 163 | 2026-03-31 | → |
| 339 | CAMPBELL GLOBAL, LLC | 111944 | $2.82B | $7.02B | 144 | 2026-04-30 | → |
| 340 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $2.78B | $50.54B | 585 | 2026-03-31 | → |
| 341 | STONE HILL FIDUCIARY MANAGEMENT, LLC | 164981 | $2.78B | $2.79B | 3 | 2026-03-31 | → |
| 342 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $2.76B | $274.95B | 859 | 2026-03-31 | → |
| 343 | RYAN ALM ADVISERS, LLC | 135781 | $2.75B | $2.75B | 4 | 2026-01-31 | → |
| 344 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $2.74B | $29.29B | 32 | 2026-03-31 | → |
| 345 | PACIFIC PORTFOLIO CONSULTING, LLC | 139505 | $2.72B | $4.79B | 22 | 2025-03-31 | → |
| 346 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $2.71B | $70.14B | 320 | 2026-06-30 | → |
| 347 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $2.70B | $57.43B | 51 | 2026-04-30 | → |
| 348 | EXPAND FINANCIAL, LLC | 152515 | $2.69B | $2.77B | 6 | 2026-03-31 | → |
| 349 | MANNING & NAPIER ADVISORS, LLC | 105992 | $2.68B | $17.03B | 195 | 2026-06-30 | → |
| 350 | RBC CAPITAL MARKETS, LLC | 31194 | $2.67B | $310.43B | 8,781 | 2026-06-30 | → |
| 351 | EATON VANCE MANAGEMENT | 104859 | $2.66B | $97.02B | 219 | 2026-05-31 | → |
| 352 | AETOS ALTERNATIVES MANAGEMENT, L.P. | 116761 | $2.65B | $5.80B | 19 | 2026-03-31 | → |
| 353 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $2.63B | $184.81B | 210 | 2026-01-31 | → |
| 354 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $2.57B | $197.53B | 6,478 | 2026-06-30 | → |
| 355 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | $2.57B | $5.89B | 27 | 2026-05-31 | → |
| 356 | DIMENSIONAL FUND ADVISORS LP | 106482 | $2.54B | $1.02T | 1,168 | 2026-03-31 | → |
| 357 | AMOVA ASSET MANAGEMENT CO., LTD. | 110997 | $2.52B | $247.43B | 632 | 2026-06-30 | → |
| 358 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $2.51B | $12.82B | 39 | 2026-03-31 | → |
| 359 | BROWN ADVISORY LLC | 110181 | $2.49B | $124.31B | 782 | 2026-03-31 | → |
| 360 | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | 123898 | $2.47B | $3.49B | 16 | 2026-03-31 | → |
| 361 | FIDUCIARY FIRST, LLC | 150330 | $2.46B | $2.46B | 7 | 2026-03-31 | → |
| 362 | SUMMIT FINANCIAL, LLC | 299322 | $2.46B | $22.47B | 490 | 2026-03-31 | → |
| 363 | MULTNOMAH GROUP, INC. | 132131 | $2.43B | $2.67B | 21 | 2026-03-31 | → |
| 364 | MACKENZIE FINANCIAL CORPORATION | 110338 | $2.43B | $194.88B | 1,362 | 2026-03-31 | → |
| 365 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $2.39B | $39.36B | 134 | 2026-03-31 | → |
| 366 | F/M INVESTMENTS LLC | 304405 | $2.34B | $17.74B | 83 | 2026-03-31 | → |
| 367 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $2.32B | $277.19B | 781 | 2026-03-31 | → |
| 368 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $2.32B | $17.66B | 32 | 2026-03-31 | → |
| 369 | PANAGORA ASSET MANAGEMENT INC | 105201 | $2.31B | $44.13B | 110 | 2026-03-31 | → |
| 370 | FEDERATED INVESTMENT COUNSELING | 105325 | $2.30B | $207.21B | 213 | 2026-05-31 | → |
| 371 | RETIREMENT RESOURCES INVESTMENT CORPORATION | 47723 | $2.28B | $2.44B | 7 | 2026-04-30 | → |
| 372 | CWM, LLC | 155344 | $2.28B | $50.58B | 1,416 | 2026-06-30 | → |
| 373 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | $2.28B | $50.51B | 190 | 2026-04-30 | → |
| 374 | PARNASSUS INVESTMENTS, LLC | 316904 | $2.28B | $41.09B | 87 | 2026-03-31 | → |
| 375 | MAN SOLUTIONS LIMITED | 108899 | $2.27B | $57.51B | 59 | 2026-06-30 | → |
| 376 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $2.26B | $10.79B | 221 | 2026-05-31 | → |
| 377 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $2.24B | $7.62B | 42 | 2026-03-31 | → |
| 378 | GEODE CAPITAL MANAGEMENT, LLC | 115504 | $2.23B | $1.74T | 194 | 2026-03-31 | → |
| 379 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $2.23B | $6.09B | 17 | 2026-03-31 | → |
| 380 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $2.23B | $427.48B | 322 | 2026-03-31 | → |
| 381 | K2/D&S MANAGEMENT CO., L.L.C. | 123826 | $2.21B | $6.53B | 30 | 2026-04-30 | → |
| 382 | INVESTMENT CONSULTING GROUP INC | 106967 | $2.21B | $2.84B | 6 | 2026-03-31 | → |
| 383 | DESCHUTES INVESTMENT CONSULTING, LLC | 155312 | $2.21B | $2.89B | 14 | 2026-03-31 | → |
| 384 | SANCTUARY ADVISORS, LLC | 226606 | $2.20B | $34.88B | 770 | 2026-06-30 | → |
| 385 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $2.19B | $110.95B | 147 | 2026-03-31 | → |
| 386 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $2.16B | $7.57B | 261 | 2026-06-30 | → |
| 387 | PINNACLE PENSION CONSULTANTS LLC | 133442 | $2.16B | $2.17B | 3 | 2026-03-31 | → |
| 388 | STAIRWAY PARTNERS, LLC | 133157 | $2.15B | $2.36B | 5 | 2026-01-31 | → |
| 389 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $2.14B | $28.64B | 35 | 2026-03-31 | → |
| 390 | LAWLEY RETIREMENT ADVISORS, LLC | 282786 | $2.13B | $2.13B | 12 | 2026-03-31 | → |
| 391 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | 141573 | $2.11B | $2.11B | 3 | 2026-02-28 | → |
| 392 | CORBIN CAPITAL PARTNERS, L.P. | 130819 | $2.11B | $11.22B | 56 | 2026-03-31 | → |
| 393 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $2.11B | $18.81B | 140 | 2026-03-31 | → |
| 394 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $2.09B | $12.75B | 53 | 2026-04-30 | → |
| 395 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $2.09B | $64.84B | 305 | 2026-06-30 | → |
| 396 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $2.09B | $20.29B | 63 | 2026-03-31 | → |
| 397 | MARINER INVESTMENT GROUP, LLC | 124744 | $2.06B | $149.62B | 146 | 2026-03-31 | → |
| 398 | CLEARSTEAD ADVISORS, LLC | 105674 | $2.05B | $33.88B | 280 | 2026-03-31 | → |
| 399 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $2.05B | $29.77B | 173 | 2026-05-31 | → |
| 400 | GREENSPRING ADVISORS, LLC | 132669 | $2.03B | $6.46B | 68 | 2026-06-30 | → |
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