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 | |
|---|---|---|---|---|---|---|---|
| 801 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $501.7M | $33.37B | 47 | 2026-03-31 | → |
| 802 | FIRST PACIFIC ADVISORS, LP | 141823 | $501.1M | $32.00B | 73 | 2026-03-31 | → |
| 803 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $498.9M | $13.84B | 92 | 2026-03-31 | → |
| 804 | EQUITABLE ADVISORS, LLC | 6627 | $498.8M | $42.48B | 5,674 | 2026-05-31 | → |
| 805 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $497.2M | $16.66B | 33 | 2026-03-31 | → |
| 806 | CAPITAL ASSET ADVISORY SERVICES, LLC. | 110929 | $495.8M | $4.64B | 136 | 2026-03-31 | → |
| 807 | NORTHWOOD INVESTORS LLC | 161406 | $493.4M | $8.97B | 107 | 2026-03-31 | → |
| 808 | EVOKE WEALTH, LLC | 300856 | $492.3M | $17.29B | 96 | 2026-04-30 | → |
| 809 | MAIRS AND POWER INC | 110351 | $492.1M | $12.14B | 60 | 2026-04-30 | → |
| 810 | H.I.G. CAPITAL, LLC | 160711 | $491.2M | $72.33B | 1,039 | 2026-03-31 | → |
| 811 | FINDEC WEALTH SERVICES, INC. | 311949 | $490.2M | $627.9M | 5 | 2026-03-31 | → |
| 812 | WARWICK INVESTMENT MANAGEMENT, INC. | 105951 | $490.1M | $2.48B | 9 | 2026-06-30 | → |
| 813 | KERBERROSE WEALTH MANAGEMENT, LLC | 168787 | $490.0M | $1.16B | 13 | 2026-03-31 | → |
| 814 | DAHER CAPITAL GROUP, LLC | 341516 | $490.0M | $490.0M | 1 | 2026-05-31 | → |
| 815 | CERTIFIED ADVISORY CORP | 120990 | $485.4M | $3.04B | 39 | 2026-03-31 | → |
| 816 | MOUNTAIN PACIFIC ADVISORS, LLC | 151666 | $484.3M | $484.3M | 6 | 2026-03-31 | → |
| 817 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 109701 | $482.6M | $5.74B | 155 | 2026-03-31 | → |
| 818 | OAKSTREET WEALTH MANAGEMENT, INC. | 288723 | $482.0M | $482.0M | 2 | 2026-03-31 | → |
| 819 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $480.3M | $18.88B | 44 | 2026-05-31 | → |
| 820 | SYMMETRY PARTNERS, LLC. | 120982 | $477.7M | $4.73B | 52 | 2026-02-28 | → |
| 821 | REDDING RIDGE ASSET MANAGEMENT LLC | 283058 | $477.6M | $33.32B | 67 | 2026-04-30 | → |
| 822 | DOVER PARTNERS INC | 105133 | $475.5M | $508.6M | 4 | 2026-03-31 | → |
| 823 | REEDMARK ADVISORS, LLC | 173760 | $475.3M | $564.6M | 12 | 2026-03-31 | → |
| 824 | RETIREMENT WELLNESS GROUP LLC | 297255 | $474.5M | $526.6M | 2 | 2026-03-31 | → |
| 825 | GUARDIAN FINANCIAL PARTNERS, LLC | 287652 | $473.2M | $911.9M | 4 | 2026-02-28 | → |
| 826 | HPS INVESTMENT PARTNERS, LLC | 282125 | $472.8M | $175.72B | 826 | 2026-05-31 | → |
| 827 | ACCEL WEALTH MANAGEMENT LLC | 286201 | $471.6M | $1.15B | 19 | 2026-03-31 | → |
| 828 | CALVERT RESEARCH AND MANAGEMENT | 285127 | $469.4M | $40.26B | 64 | 2026-03-31 | → |
| 829 | LION STREET ADVISORS, LLC | 167610 | $466.6M | $3.18B | 152 | 2025-04-30 | → |
| 830 | ACCESS FIDUCIARY SERVICES, LLC | 311558 | $466.2M | $466.2M | 3 | 2026-05-31 | → |
| 831 | OREI ADVISORS LP | 284241 | $463.3M | $2.18B | 41 | 2026-03-31 | → |
| 832 | OLD GLORY ASSET MANAGEMENT LLC | 126013 | $462.8M | $655.9M | 2 | 2026-03-31 | → |
| 833 | WEALTHCARE ADVISORY PARTNERS LLC | 171976 | $462.1M | $8.29B | 243 | 2026-06-30 | → |
| 834 | CCM PARTNERS, LP | 104720 | $460.8M | $6.52B | 48 | 2026-05-31 | → |
| 835 | OPPENHEIMER & CO. INC. | 249 | $459.6M | $36.71B | 2,806 | 2026-06-30 | → |
| 836 | CLIFFWATER LLC | 132167 | $457.3M | $48.51B | 213 | 2026-05-31 | → |
| 837 | TWELE CAPITAL MANAGEMENT, INC. | 130239 | $456.8M | $578.5M | 4 | 2026-01-31 | → |
| 838 | WHITESTAR ADVISORS, LLC | 124627 | $454.5M | $454.5M | 8 | 2026-03-31 | → |
| 839 | STRATEGIES WEALTH ADVISORS, LLC | 289913 | $453.9M | $3.29B | 31 | 2026-04-30 | → |
| 840 | CONCISE CAPITAL MANAGEMENT, LP | 145778 | $451.9M | $838.6M | 12 | 2026-05-31 | → |
| 841 | PNC WEALTH MANAGEMENT | 129052 | $450.0M | $30.27B | 1,713 | 2026-06-30 | → |
| 842 | HARVEST FUND ADVISORS LLC | 154425 | $450.0M | $8.13B | 14 | 2026-03-31 | → |
| 843 | WEALTH ADVISORY GROUP, INC. | 122269 | $449.4M | $666.9M | 7 | 2025-10-31 | → |
| 844 | FIRST NATIONAL ADVISORS LLC | 120859 | $449.4M | $1.37B | 10 | 2025-02-28 | → |
| 845 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $447.9M | $48.84B | 255 | 2026-06-30 | → |
| 846 | TRG ADVISORS, INC. | 297171 | $446.7M | $547.7M | 3 | 2025-03-31 | → |
| 847 | WHEELER RETIREMENT PLANS LLC | 327889 | $446.6M | $618.1M | 2 | 2026-01-31 | → |
| 848 | QP CONSULTING, LLC | 129601 | $444.2M | $559.6M | 2 | 2026-01-31 | → |
| 849 | FRANKLIN PARK ASSOCIATES, LLC | 126508 | $443.7M | $10.21B | 29 | 2026-03-31 | → |
| 850 | TFO WEALTH PARTNERS, LLC | 124407 | $443.3M | $5.66B | 67 | 2026-04-30 | → |
| 851 | CURAFIN ADVISORS, LLC | 329091 | $443.2M | $748.4M | 6 | 2026-03-31 | → |
| 852 | WEA FINANCIAL ADVISORS, INC. | 144919 | $442.3M | $507.8M | 4 | 2026-04-30 | → |
| 853 | TRI-AD CAPITAL MANAGEMENT I, LLC | 324364 | $441.4M | $619.0M | 1 | 2026-03-31 | → |
| 854 | PRIMESOLUTIONS ADVISORS, LLC | 110085 | $440.1M | $440.1M | 2 | 2026-03-31 | → |
| 855 | POPULAR SECURITIES, LLC | 8096 | $436.3M | $2.62B | 91 | 2026-03-31 | → |
| 856 | GEOWEALTH MANAGEMENT LLC | 148222 | $435.9M | $17.57B | 88 | 2026-03-31 | → |
| 857 | STENHAM ASSET MANAGEMENT LIMITED | 164382 | $434.8M | $3.96B | 14 | 2026-06-30 | → |
| 858 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY | 15356 | $434.1M | $434.1M | 734 | 2026-03-31 | → |
| 859 | CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC | 171534 | $433.9M | $443.9M | 1 | 2026-02-28 | → |
| 860 | GLADSTONE CAPITAL MANAGEMENT LLP | 167646 | $433.5M | $1.55B | 17 | 2026-03-31 | → |
| 861 | CONESTOGA CAPITAL ADVISORS, LLC | 111750 | $430.8M | $6.94B | 18 | 2026-03-31 | → |
| 862 | CORVUS WEALTH ADVISORS LLC | 311261 | $427.9M | $1.08B | 19 | 2026-03-31 | → |
| 863 | CALAMOS ADVISORS LLC | 105758 | $426.8M | $43.89B | 300 | 2026-04-30 | → |
| 864 | G.W. SHERWOLD ASSOCIATES, INC. | 42186 | $425.9M | $572.4M | 3 | 2026-02-28 | → |
| 865 | CONSTITUTION CAPITAL EQUITY PARTNERS LP | 147248 | $425.5M | $5.27B | 67 | 2026-05-31 | → |
| 866 | GLG LLC | 138802 | $424.6M | $7.04B | 29 | 2026-03-31 | → |
| 867 | RED OAK FINANCIAL GROUP, LLC | 166912 | $423.5M | $1.04B | 20 | 2026-05-31 | → |
| 868 | KAYE CAPITAL MANAGEMENT | 109329 | $422.8M | $743.2M | 6 | 2025-02-28 | → |
| 869 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $420.3M | $15.67B | 72 | 2026-03-31 | → |
| 870 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $420.0M | $9.95B | 18 | 2026-03-31 | → |
| 871 | ASSET STRATEGY ADVISORS, LLC | 139879 | $419.6M | $649.3M | 10 | 2026-03-31 | → |
| 872 | MERIDIAN WEALTH PARTNERS, LLC | 287768 | $416.6M | $1.37B | 13 | 2026-04-30 | → |
| 873 | MMA ASSET MANAGEMENT LLC | 155426 | $416.6M | $787.8M | 19 | 2026-06-30 | → |
| 874 | LANDSEER ADVISORS LLC | 309937 | $415.2M | $415.2M | 5 | 2026-03-31 | → |
| 875 | FOUNDERS FINANCIAL SECURITIES, LLC | 137945 | $414.1M | $4.14B | 139 | 2026-04-30 | → |
| 876 | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | 126685 | $412.2M | $464.3M | 3 | 2025-12-31 | → |
| 877 | COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED | 161061 | $411.2M | $13.66B | 55 | 2025-12-31 | → |
| 878 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $411.1M | $16.07B | 68 | 2026-03-31 | → |
| 879 | DUNCAN & HALEY, LTD. | 109900 | $410.8M | $664.1M | 4 | 2025-09-30 | → |
| 880 | CUTLER INVESTMENT COUNSEL, LLC | 128483 | $410.3M | $1.54B | 24 | 2026-03-31 | → |
| 881 | AXA INVESTMENT MANAGERS US INC | 113608 | $408.6M | $79.24B | 167 | 2026-03-31 | → |
| 882 | AVIOR WEALTH MANAGEMENT, LLC | 148674 | $406.6M | $6.46B | 170 | 2026-04-30 | → |
| 883 | PRIMETRUST ADVISORS LLC | 141625 | $406.4M | $421.6M | 3 | 2026-03-31 | → |
| 884 | NEWSOUTH CAPITAL MANAGEMENT INC | 110676 | $406.0M | $2.23B | 11 | 2026-06-30 | → |
| 885 | SMITH THORNTON ADVISORS, LLC | 312537 | $404.6M | $733.6M | 9 | 2026-03-31 | → |
| 886 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $403.1M | $33.52B | 549 | 2026-06-30 | → |
| 887 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $402.8M | $35.69B | 151 | 2026-05-31 | → |
| 888 | THE EDGAR LOMAX COMPANY | 105444 | $402.1M | $1.42B | 8 | 2026-03-31 | → |
| 889 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $401.2M | $24.57B | 49 | 2026-03-31 | → |
| 890 | NORTHEAST FINANCIAL GROUP, INC. | 122609 | $401.1M | $1.44B | 1 | 2026-03-31 | → |
| 891 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $400.9M | $21.33B | 129 | 2026-03-31 | → |
| 892 | QBOX FIDUCIARY SOLUTIONS, LLC | 167622 | $399.6M | $429.2M | 2 | 2026-03-31 | → |
| 893 | QUANTITATIVE PROCESS, LLC | 165699 | $398.6M | $502.1M | 3 | 2026-02-28 | → |
| 894 | MODERA WEALTH MANAGEMENT, LLC | 155649 | $397.0M | $17.68B | 238 | 2026-06-30 | → |
| 895 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $395.9M | $5.98B | 116 | 2026-03-31 | → |
| 896 | EASTERLY INVESTMENT PARTNERS LLC | 299607 | $395.4M | $2.83B | 27 | 2026-04-30 | → |
| 897 | GRANITE INVESTMENT PARTNERS, LLC | 150632 | $394.3M | $1.84B | 20 | 2026-03-31 | → |
| 898 | HAZARD & SIEGEL ADVISORY SERVICES LLC | 151462 | $393.6M | $449.8M | 24 | 2026-03-31 | → |
| 899 | ZUNA, LLC | 306113 | $392.9M | $411.3M | 6 | 2026-03-31 | → |
| 900 | REDW WEALTH LLC | 109446 | $392.8M | $869.2M | 15 | 2026-05-31 | → |
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