Investment adviser firms: $10 billion and over in regulatory AUM · Page 4
Grouped by reported regulatory assets under management in each firm's displayed source month. Missing or quarantined AUM is excluded; exact zero is included. These groups do not rank performance or quality.
1,367 firms · Source months shown: August 2026
- CATTERTON MANAGEMENT COMPANY, L.L.C.CRD 157428 · GREENWICH, CT$30,842,978,104.00Regulatory AUM · August 2026
- CAUSEWAY CAPITAL MANAGEMENT LLCCRD 113308 · LOS ANGELES, CA$62,241,970,339.00Regulatory AUM · August 2026
- CAVANAL HILL INVESTMENT MANAGEMENT, INC.CRD 110774 · TULSA, OK$15,233,547,787.00Regulatory AUM · August 2026
- CAXTON ASSOCIATES LLPCRD 333153$71,557,546,999.00Regulatory AUM · August 2026
- CAZ INVESTMENTS L.P.CRD 113931 · HOUSTON, TX$10,830,341,793.00Regulatory AUM · August 2026
- CBIZ INVESTMENT ADVISORY SERVICES, LLCCRD 286002 · CLEVELAND, OH$12,762,169,497.00Regulatory AUM · August 2026
- $50,424,555,192.00Regulatory AUM · August 2026
- $11,537,550,643.00Regulatory AUM · August 2026
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCCRD 106256 · RADNOR, PA$10,800,860,665.00Regulatory AUM · August 2026
- CBRE INVESTMENT MANAGEMENT, LLCCRD 109981 · NEW YORK, NY$22,840,880,000.00Regulatory AUM · August 2026
- CENTERBRIDGE PARTNERS, L.P.CRD 157359 · NEW YORK, NY$79,857,174,908.00Regulatory AUM · August 2026
- CENTERSQUARE INVESTMENT MANAGEMENT LLCCRD 290078 · CONSHOHOCKEN, PA$13,695,107,341.00Regulatory AUM · August 2026
- CENTIVA CAPITAL, LPCRD 286299 · NEW YORK, NY$20,609,149,268.00Regulatory AUM · August 2026
- CERBERUS CAPITAL MANAGEMENT, L.P.CRD 152175 · NEW YORK, NY$92,499,746,649.00Regulatory AUM · August 2026
- CERITY PARTNERS LLCCRD 151559 · NEW YORK, NY$161,675,524,141.00Regulatory AUM · August 2026
- CERITY PARTNERS OCIO LLCCRD 151916 · NEW YORK, NY$21,132,697,705.00Regulatory AUM · August 2026
- CERITY PARTNERS RETIREMENT PLAN ADVISORS LLCCRD 164198 · NEW YORK, NY$40,253,232,272.00Regulatory AUM · August 2026
- CETERA INVESTMENT ADVISERS LLCCRD 105644 · SCHAUMBURG, IL$256,813,748,739.00Regulatory AUM · August 2026
- CEVIAN CAPITAL II GP LIMITEDCRD 140659$17,848,889,007.00Regulatory AUM · August 2026
- CF PRIVATE EQUITY, INC.CRD 110657 · NORWALK, CT$15,778,084,865.00Regulatory AUM · August 2026
- CFI PARTNERS, LLCCRD 139531 · CHICAGO, IL$26,313,245,536.00Regulatory AUM · August 2026
- CHAMPLAIN INVESTMENT PARTNERS, LLCCRD 132474 · BURLINGTON, VT$10,175,097,502.00Regulatory AUM · August 2026
- CHANDLER ASSET MANAGEMENT INCCRD 107287 · SAN DIEGO, CA$45,311,900,938.00Regulatory AUM · August 2026
- CHARLES SCHWAB INVESTMENT MANAGEMENT, INCCRD 106753 · SAN FRANCISCO, CA$1,721,025,914,896.00Regulatory AUM · August 2026
- CHARLESBANK CAPITAL PARTNERS, LLCCRD 160256 · BOSTON, MA$21,060,828,047.00Regulatory AUM · August 2026
- CHARTWELL INVESTMENT PARTNERS, LLCCRD 170335 · BERWYN, PA$12,971,188,682.00Regulatory AUM · August 2026
- CHEVY CHASE TRUST COMPANYCRD 110742 · BETHESDA, MD$44,925,270,699.00Regulatory AUM · August 2026
- CHEYNE CAPITAL MANAGEMENT (UK) LLPCRD 158991$39,916,675,702.00Regulatory AUM · August 2026
- $23,904,220,265.00Regulatory AUM · August 2026
- CHOATE INVESTMENT ADVISORS LLCCRD 106109 · BOSTON, MA$10,047,919,310.00Regulatory AUM · August 2026
- CHOREO, LLCCRD 111221 · ROCKFORD, IL$19,138,746,524.00Regulatory AUM · August 2026
- CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.CRD 104604 · CHICAGO, IL$11,939,916,933.00Regulatory AUM · August 2026
- CHRISTOFFERSON, ROBB & COMPANY, LLCCRD 121299 · NEW YORK, NY$11,270,331,692.00Regulatory AUM · August 2026
- CHURCHILL ASSET MANAGEMENT LLCCRD 175092 · NEW YORK, NY$55,662,946,430.00Regulatory AUM · August 2026
- CHURCHILL INVESTMENT MANAGEMENT LLCCRD 305060 · CHARLOTTE, NC$12,143,283,506.00Regulatory AUM · August 2026
- CI GLOBAL INVESTMENTS INC.CRD 156752 · OAKLAND, CA$14,736,159,117.00Regulatory AUM · August 2026
- CIBC ASSET MANAGEMENT INC.CRD 106508$162,844,839,654.00Regulatory AUM · August 2026
- CIBC PRIVATE WEALTH ADVISORS, INC.CRD 109644 · CHICAGO, IL$67,840,284,252.00Regulatory AUM · August 2026
- CIFC ASSET MANAGEMENT LLCCRD 159172 · MIAMI, FL$44,575,860,272.00Regulatory AUM · August 2026
- CIGNA INVESTMENTS, INC.CRD 105811 · BLOOMFIELD, CT$25,759,202,502.00Regulatory AUM · August 2026
- CIRCLE WEALTH MANAGEMENT, LLCCRD 142878 · SUMMIT, NJ$14,066,392,093.00Regulatory AUM · August 2026
- CITADEL ADVISORS LLCCRD 148826 · MIAMI, FL$570,621,709,022.00Regulatory AUM · August 2026
- CITIGROUP GLOBAL MARKETS INC.CRD 7059 · NEW YORK, NY$56,006,655,920.00Regulatory AUM · August 2026
- CITIZENS PRIVATE WEALTH, LLCCRD 106743 · TARRYTOWN, NY$16,634,578,146.00Regulatory AUM · August 2026
- CITIZENS SECURITIES, INC.CRD 39550 · JOHNSTON, RI$12,868,719,975.00Regulatory AUM · August 2026
- CLARION PARTNERS, LLCCRD 108803 · NEW YORK, NY$73,677,516,514.00Regulatory AUM · August 2026
- CLARK CAPITAL MANAGEMENT GROUP INCCRD 104796 · PHILADELPHIA, PA$35,687,719,134.00Regulatory AUM · August 2026
- CLAYTON, DUBILIER & RICE, LLCCRD 160492 · NEW YORK, NY$87,354,069,056.00Regulatory AUM · August 2026
- CLEARBRIDGE INVESTMENTS, LLCCRD 137028 · NEW YORK, NY$184,809,812,930.00Regulatory AUM · August 2026
- CLEARBROOK INVESTMENT CONSULTING LLCCRD 108253 · NEW YORK, NY$13,719,492,092.00Regulatory AUM · August 2026
- CLEARLAKE CAPITAL GROUP, L.P.CRD 157920 · SANTA MONICA, CA$83,560,868,216.00Regulatory AUM · August 2026
- CLEARSTEAD ADVISORS, LLCCRD 105674 · CLEVELAND, OH$33,880,026,978.00Regulatory AUM · August 2026
- CLIFFWATER LLCCRD 132167 · MARINA DEL REY, CA$48,506,898,979.00Regulatory AUM · August 2026
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLCCRD 38357 · MINNEAPOLIS, MN$14,426,640,890.00Regulatory AUM · August 2026
- COATUE MANAGEMENT, L.L.C.CRD 157910 · NEW YORK, NY$92,705,722,582.00Regulatory AUM · August 2026
- COHEN & STEERS CAPITAL MANAGEMENT, INC.CRD 106266 · NEW YORK, NY$85,670,100,572.00Regulatory AUM · August 2026
- COLCHESTER GLOBAL INVESTORS LTDCRD 110985$26,959,094,516.00Regulatory AUM · August 2026
- COLDSTREAM CAPITAL MANAGEMENT INCCRD 108805 · BELLEVUE, WA$13,925,235,705.00Regulatory AUM · August 2026
- COLLER CAPITAL INCCRD 158102 · NEW YORK, NY$11,952,891,545.00Regulatory AUM · August 2026
- COLLER INVESTMENT MANAGEMENT LTDCRD 111035$36,657,342,081.00Regulatory AUM · August 2026
- COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCCRD 108257 · BOSTON, MA$502,404,181,723.00Regulatory AUM · August 2026
- $13,658,111,381.00Regulatory AUM · August 2026
- COMMONFUND OCIO, INC.CRD 110689 · NORWALK, CT$22,659,256,220.00Regulatory AUM · August 2026
- COMMONWEALTH EQUITY SERVICES, LLCCRD 8032 · WALTHAM, MA$212,660,045,528.00Regulatory AUM · August 2026
- COMPASS ROSE ASSET MANAGEMENT, LPCRD 297010 · NEW YORK, NY$16,500,609,281.00Regulatory AUM · August 2026
- COMPREHENSIVE FINANCIAL MANAGEMENT LLCCRD 159641 · LOS GATOS, CA$18,518,437,773.00Regulatory AUM · August 2026
- CONCORD ADVISORY GROUP LTDCRD 107291 · PRINCETON, NJ$46,186,698,581.00Regulatory AUM · August 2026
- CONCURRENT INVESTMENT ADVISORS, LLCCRD 323135 · TAMPA, FL$15,727,990,844.00Regulatory AUM · August 2026
- CONGRESS ASSET MANAGEMENT COMPANY, LLPCRD 105161 · BOSTON, MA$14,199,956,103.00Regulatory AUM · August 2026
- CONNING, INC.CRD 107423 · HARTFORD, CT$106,897,084,097.00Regulatory AUM · August 2026
- $85,592,075,964.00Regulatory AUM · August 2026
- CONRAD SIEGEL INVESTMENT ADVISORS, INC.CRD 123560 · HARRISBURG, PA$10,118,593,493.00Regulatory AUM · August 2026
- CONSTELLATION INVESTMENTS, INC.CRD 107528 · MONTGOMERY, OH$31,477,906,332.00Regulatory AUM · August 2026
- COOKE & BIELER, L.P.CRD 113859 · PHILADELPHIA, PA$10,559,152,509.00Regulatory AUM · August 2026
- COPENHAGEN INFRASTRUCTURE PARTNERS INC.CRD 321116 · NEW YORK, NY$39,353,139,960.00Regulatory AUM · August 2026
- CORBIN CAPITAL PARTNERS, L.P.CRD 130819 · NEW YORK, NY$11,223,072,092.00Regulatory AUM · August 2026
- CORE AND VALUE ADVISORS, LLCCRD 156093 · SAN FRANCISCO, CA$21,182,465,922.00Regulatory AUM · August 2026
- COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLCCRD 150088 · JERSEY CITY, NJ$121,054,530,542.00Regulatory AUM · August 2026
- CORIENT PRIVATE WEALTH LPCRD 319448 · MIAMI, FL$165,252,436,553.00Regulatory AUM · August 2026
- CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLCCRD 311296 · CHARLOTTESVILLE, VA$29,349,651,535.00Regulatory AUM · August 2026
- COURT SQUARE CAPITAL MANAGEMENT, L.P.CRD 156776 · NEW YORK, NY$10,108,286,700.00Regulatory AUM · August 2026
- CREATIVE PLANNING, LLCCRD 105348 · OVERLAND PARK, KS$295,568,603,071.00Regulatory AUM · August 2026
- CRESCENT CAPITAL GROUP LPCRD 153966 · LOS ANGELES, CA$49,714,084,717.00Regulatory AUM · August 2026
- CRESSET ASSET MANAGEMENT, LLCCRD 288566 · CHICAGO, IL$78,936,263,960.00Regulatory AUM · August 2026
- CRESTLINE MANAGEMENT, L.P.CRD 122711 · FORT WORTH, TX$22,509,958,896.00Regulatory AUM · August 2026
- CROW HOLDINGS CAPITAL PARTNERS, L.L.C.CRD 156925 · DALLAS, TX$14,446,644,303.00Regulatory AUM · August 2026
- CSM ADVISORS, LLCCRD 306128 · WARRENDALE, PA$11,652,588,296.00Regulatory AUM · August 2026
- CSOP ASSET MANAGEMENT LIMITEDCRD 170206$25,872,126,867.00Regulatory AUM · August 2026
- CULLEN CAPITAL MANAGEMENT, LLCCRD 113128 · NEW YORK, NY$11,577,260,992.00Regulatory AUM · August 2026
- CURI CAPITAL, LLCCRD 134249 · CHICAGO, IL$11,582,602,449.00Regulatory AUM · August 2026
- CUSOURCE, LLCCRD 44970 · PLANO, TX$52,373,407,058.00Regulatory AUM · August 2026
- CV ADVISORS LLCCRD 164817 · AVENTURA, FL$15,083,670,822.00Regulatory AUM · August 2026
- CVC ADVISORS (U.S.) INC.CRD 174050 · NEW YORK, NY$25,560,740,629.00Regulatory AUM · August 2026
- CVC CREDIT PARTNERS, LLCCRD 138528 · NEW YORK, NY$61,627,080,086.00Regulatory AUM · August 2026
- CVC SECONDARY PARTNERS (U.S.), LLCCRD 289554 · NEW YORK, NY$22,185,972,965.00Regulatory AUM · August 2026
- CW ADVISORS, LLCCRD 310873 · BOSTON, MA$15,224,527,279.00Regulatory AUM · August 2026
- CWM, LLCCRD 155344 · OMAHA, NE$50,579,657,663.00Regulatory AUM · August 2026
- D. E. SHAW & CO., L.P.CRD 108679 · NEW YORK, NY$213,364,737,381.00Regulatory AUM · August 2026
- D. E. SHAW INVESTMENT MANAGEMENT, L.L.C.CRD 135284 · NEW YORK, NY$33,368,169,339.00Regulatory AUM · August 2026
- D.A. DAVIDSON & CO.CRD 199 · GREAT FALLS, MT$41,839,245,699.00Regulatory AUM · August 2026