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Registered Investment Advisers With $1 Billion to $9 Billion in AUM
Explore registered investment advisers in this AUM segment using SEC Form ADV data. Compare 4,046 firms with $12.5T in total reported regulatory AUM and median AUM of $2.3B.
Firms
4,046
Matching current profiles
Total AUM
$12.5T
Reported regulatory AUM
Median AUM
$2.3B
Across firms with AUM
Largest firm
$10.0B
Bain Capital Real Estate, LP
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Bain Capital Real Estate, LP CRD 291809 · Limited Partnership | BOSTON, MA | $10.0B Jun 2026 | +$961.7M+10.6% | +$2.2B+27.5% | +$5.0B+100.6% | +$6.7B+202.1% | +54 employees+76.1% over 3Y | +8 accounts+50.0% over 3Y |
| 2. Meketa Investment Group INC CRD 110601 · Corporation | WESTWOOD, MA | $10.0B Aug 2026 | -$1.4B-12.4% | +$1.4B+15.6% | -$11.8B-54.2% | +$5.1B+103.9% | +11 employees+4.6% over 3Y | -2 accounts-6.9% over 3Y |
| 3. Bmo Family Office, LLC CRD 110264 · Limited Liability Company | CHICAGO, IL | $10.0B Jan 2026 | +$1.9B+22.9% | +$4.2B+73.7% | +$4.6B+85.7% | +$4.1B+69.3% | -5 employees-3.7% over 3Y | -2,451 accounts-32.5% over 3Y |
| 4. Axonic Capital LLC CRD 159518 · Limited Liability Company | NEW YORK, NY | $10.0B Mar 2026 | +$3.7B+58.0% | +$3.3B+49.9% | +$3.8B+62.0% | +$9.7B+3671.9% | +16 employees+27.6% over 3Y | -2 accounts-6.1% over 3Y |
| 5. Agincourt Capital Management, LLC CRD 112096 · Limited Liability Company | RICHMOND, VA | $10.0B Mar 2026 | +$255.8M+2.6% | +$2.6B+34.6% | +$2.7B+36.5% | +$5.6B+126.6% | 0 employees+0.0% over 3Y | +23 accounts+5.9% over 3Y |
| 6. Intellicents Investment Solutions INC CRD 107498 · Corporation | ALBERT LEA, MN | $9.9B Jun 2026 | +$2.6B+34.7% | +$4.8B+95.7% | +$4.9B+96.6% | +$8.3B+521.2% | +19 employees+31.1% over 3Y | +5,249 accounts+173.2% over 3Y |
| 7. Welch & Forbes LLC CRD 115119 · Limited Liability Company | BOSTON, MA | $9.9B May 2026 | +$739.8M+8.1% | +$3.1B+45.4% | +$3.6B+58.1% | +$6.7B+210.9% | +2 employees+3.8% over 3Y | +457 accounts+13.9% over 3Y |
| 8. Ares Systematic Credit Limited CRD 307090 · PRIVATE LIMITED COMPANY | LONDON, United Kingdom | $9.9B Aug 2026 | -$1.2B-11.0% | +$2.3B+29.9% | +$6.8B+220.3% | +$6.8B+220.3% | -4 employees-6.1% over 3Y | -1 accounts-10.0% over 3Y |
| 9. Clearbridge Investment Management Limited CRD 139012 · Corporation | EDINBURGH, United Kingdom | $9.9B Sep 2026 | +$282.9M+2.9% | +$1.2B+14.1% | +$3.6B+56.1% | -$1.5B-13.1% | -43 employees-49.4% over 3Y | +5,161 accounts+21504.2% over 3Y |
| 10. Coronation Global Fund Managers (ireland) Limited CRD 156599 · Corporation | DUBLIN, Ireland | $9.9B May 2026 | +$1.4B+17.0% | +$1.6B+19.0% | +$832.2M+9.2% | +$5.6B+130.6% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Glacier Peak Capital Management, LLC CRD 164409 · Limited Liability Company | CHATHAM, NJ | $9.9B Feb 2026 | -$1.3B-11.7% | +$7.1B+255.7% | +$9.4B+2058.0% | -$1.0B-9.5% | -1 employees-16.7% over 3Y | 0 accounts+0.0% over 3Y |
| 12. River Road Asset Management, LLC CRD 134918 · Limited Liability Company | LOUISVILLE, KY | $9.9B Mar 2026 | +$1.8B+23.0% | +$2.1B+26.3% | +$3.2B+47.6% | +$4.2B+75.4% | -4 employees-8.0% over 3Y | -18 accounts-16.2% over 3Y |
| 13. Cynosure Group, LLC CRD 281399 · Limited Liability Company | SALT LAKE CITY, UT | $9.8B Sep 2026 | +$3.3B+50.0% | +$7.3B+289.7% | +$8.1B+467.3% | +$9.5B+3182.7% | +38 employees+115.2% over 3Y | +515 accounts+244.1% over 3Y |
| 14. Brown Advisory Investment Solutions Group LLC CRD 124612 · Limited Liability Company | BALTIMORE, MD | $9.8B Apr 2026 | +$1.4B+16.5% | -$83.4M-0.8% | +$3.6B+58.9% | +$9.5B+2440.3% | -6 employees-20.0% over 3Y | +1 accounts+0.2% over 3Y |
| 15. Bain Capital Ventures, LP CRD 145652 · Limited Partnership | BOSTON, MA | $9.8B Mar 2026 | +$101.1M+1.0% | +$211.1M+2.2% | +$3.1B+46.7% | +$8.3B+551.5% | -8 employees-7.6% over 3Y | +2 accounts+11.1% over 3Y |
| 16. Spiderrock Advisors, LLC CRD 171992 · Limited Liability Company | CHICAGO, IL | $9.8B Mar 2026 | +$3.9B+64.5% | +$6.8B+226.0% | +$7.2B+276.7% | — | +26 employees+74.3% over 3Y | +3,069 accounts+217.5% over 3Y |
| 17. Consulting Group Advisory Services LLC CRD 137463 · Limited Liability Company | PURCHASE, NY | $9.8B Mar 2026 | +$2.7B+38.0% | +$2.9B+42.5% | +$2.9B+42.5% | +$3.7B+59.2% | +7 employees+70.0% over 3Y | +1 accounts+9.1% over 3Y |
| 18. Eminence Capital, LP CRD 160611 · Limited Partnership | NEW YORK, NY | $9.8B Jul 2026 | +$740.7M+8.2% | +$97.5M+1.0% | -$1.5B-13.1% | +$4.9B+100.9% | -12 employees-19.0% over 3Y | +4 accounts+30.8% over 3Y |
| 19. Iht Wealth Management LLC CRD 171481 · Limited Liability Company | CHICAGO, IL | $9.8B Mar 2026 | +$5.0B+103.3% | +$5.4B+124.1% | +$6.3B+176.5% | — | -40 employees-18.3% over 3Y | +6,892 accounts+37.0% over 3Y |
| 20. Vr Advisory Services LTD. CRD 137158 · Corporation | NEW YORK, NY | $9.8B Mar 2026 | +$1.0B+11.7% | +$4.2B+74.1% | +$4.4B+80.9% | +$8.2B+523.9% | -1 employees-2.3% over 3Y | +1 accounts+16.7% over 3Y |
| 21. Walton Street Capital, L.l.c. CRD 147210 · Limited Liability Company | CHICAGO, IL | $9.8B Mar 2026 | -$1.3B-11.6% | -$5.4B-35.7% | -$2.0B-17.3% | -$168.4M-1.7% | -36 employees-28.1% over 3Y | -15 accounts-21.4% over 3Y |
| 22. Altair Advisers, LLC CRD 120642 · Limited Liability Company | CHICAGO, IL | $9.8B Mar 2026 | +$1.1B+12.4% | +$3.7B+62.3% | +$3.7B+62.0% | +$6.9B+244.4% | +10 employees+15.4% over 3Y | +152 accounts+17.6% over 3Y |
| 23. Centaurus Financial, INC. CRD 30833 · Corporation | ANAHEIM, CA | $9.7B Jul 2026 | +$2.4B+32.8% | +$4.5B+86.9% | +$5.5B+128.8% | +$9.3B+1972.6% | -27 employees-4.5% over 3Y | +14,522 accounts+47.1% over 3Y |
| 24. Arsenal Capital Management LP CRD 156896 · Limited Partnership | NEW YORK, NY | $9.7B Mar 2026 | -$439.6M-4.3% | -$1.4B-12.6% | +$4.0B+69.0% | +$8.9B+1096.2% | +15 employees+19.7% over 3Y | +3 accounts+12.5% over 3Y |
| 25. F L Putnam Investment Management CO. CRD 106223 · Corporation | LYNNFIELD, MA | $9.7B Oct 2026 | +$2.0B+26.2% | +$5.4B+125.8% | +$6.0B+161.0% | +$8.7B+862.9% | +76 employees+90.5% over 3Y | +3,589 accounts+83.2% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.