Goldman Sachs
$611B reported client assets across 171 advisory firms in FY2025 annual amendments
Reported client assets over time
$74.2B
$184B
2017
2025
Same-firm comparison: 135 firms that reported Goldman Sachs in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 31 cohort firms, FY2018: 39 cohort firms, FY2019: 45 cohort firms, FY2020: 55 cohort firms, FY2021: 71 cohort firms, FY2022: 82 cohort firms, FY2023: 100 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Goldman Sachs Asset Management, L.P. | $420B | $2.6T | 15.9% | 03/31/2026 |
| Goldman Sachs & Co. Llc | $97.4B | $134B | 72.9% | 03/31/2026 |
| Goldman Sachs Wealth Services, L.P. | $26.2B | $31.7B | 82.6% | 03/31/2026 |
| Goldman Sachs Asset Management International | $20.4B | $621B | 3.3% | 03/31/2026 |
| Invus Financial Advisors, Llc | $2.4B | $16.2B | 15.1% | 03/31/2026 |
| Foursixthree Capital Lp | $1.7B | $3.2B | 53.4% | 03/25/2026 |
| Fiera Capital Inc. | $1.5B | $17.3B | 8.8% | 03/26/2026 |
| Brigade Capital Management, Lp | $1.5B | $33.0B | 4.6% | 03/31/2026 |
| N | $1.5B | $2.0B | 74.0% | 03/30/2026 |
| Dsm Capital Partners Llc | $1.4B | $7.6B | 18.6% | 03/25/2026 |
| Capricorn Investment Group Llc | $1.3B | $18.9B | 7.1% | 03/31/2026 |
| Sofinnova Investments, Inc. | $1.3B | $5.4B | 24.4% | 03/27/2026 |
| Diamond Hill Capital Management, Llc | $1.3B | $29.4B | 4.4% | 02/27/2026 |
| Compass Rose Asset Management, Lp | $1.2B | $16.5B | 7.2% | 03/31/2026 |
| Sona Asset Management (Us) Llc | $1.2B | $33.5B | 3.5% | 03/31/2026 |
| Vestal Point Capital, Lp | $1.1B | $5.5B | 20.8% | 03/31/2026 |
| Sarofim Trust Co., Lta | $998M | $13.0B | 7.7% | 03/20/2026 |
| Aristeia Capital, Llc | $948M | $13.7B | 6.9% | 03/31/2026 |
| Beverly Hills Private Wealth, Llc | $904M | $912M | 99.1% | 03/18/2026 |
| Voss Capital, Lp | $898M | $1.9B | 46.2% | 03/31/2026 |
| Stablepoint Partners, Llc | $883M | $930M | 94.9% | 03/11/2026 |
| Yacktman Asset Management Lp | $876M | $11.7B | 7.5% | 03/26/2026 |
| Mudrick Capital Management, Lp | $846M | $3.3B | 25.8% | 03/31/2026 |
| Shapiro Capital Management Llc | $748M | $2.0B | 38.0% | 03/11/2026 |
| Caledonia (Private) Investments Pty Limited | $682M | $10.2B | 6.7% | 09/25/2025 |
| Palisade Capital Management, Lp | $654M | $3.9B | 16.9% | 03/20/2026 |
| Starboard Value Lp | $608M | $8.2B | 7.5% | 03/06/2026 |
| Ashton Thomas Private Wealth, Llc | $549M | $6.0B | 9.1% | 03/31/2026 |
| Mane Global Capital Management Lp | $498M | $2.9B | 17.0% | 03/27/2026 |
| Sound Shore Management Inc | $476M | $3.4B | 14.0% | 03/26/2026 |
| Monashee Investment Management, Llc | $469M | $1.9B | 25.3% | 02/27/2026 |
| N | $462M | $462M | 100.0% | 03/12/2026 |
| Palisades Hudson Asset Management, L.P. | $429M | $1.8B | 23.3% | 03/18/2026 |
| Stratis Capital, Llc | $420M | $508M | 82.7% | 03/10/2026 |
| Broad Bay Capital Management Lp | $411M | $1.9B | 21.8% | 03/31/2026 |
| Argentarii, Llc | $411M | $432M | 95.2% | 03/20/2026 |
| Cercano Management Llc | $398M | $10.6B | 3.7% | 03/25/2026 |
| Darwin Wealth Management, Llc | $395M | $614M | 64.3% | 03/06/2026 |
| Land & Buildings Investment Management, Llc | $392M | $790M | 49.7% | 03/30/2026 |
| Cove Private Wealth, Llc | $389M | $455M | 85.5% | 02/19/2026 |
| Bayforest Capital Limited | $364M | $722M | 50.4% | 06/11/2025 |
| Wafd Wealth, Inc | $348M | $348M | 100.0% | 11/29/2025 |
| Ch Global Capital Management, Llc | $340M | $529M | 64.3% | 03/31/2026 |
| Decagon Asset Management (Us) Lp | $329M | $721M | 45.6% | 03/20/2026 |
| Corvex Management Lp | $320M | $4.6B | 7.0% | 03/30/2026 |
| Harvest Management, L.L.C. | $316M | $316M | 100.0% | 03/27/2026 |
| Decagon Asset Management Llp | $303M | $606M | 50.0% | 06/27/2025 |
| Codex Capital Asset Management, L.L.C. | $295M | $304M | 96.9% | 02/17/2026 |
| Mark Asset Management Lp | $266M | $1.1B | 23.3% | 03/27/2026 |
| Naya Capital Management Uk Limited | $265M | $6.9B | 3.8% | 03/30/2026 |
| Destiny Wealth Partners, Llc | $256M | $1.5B | 17.1% | 03/31/2026 |
| Coliseum Capital Management, Llc | $256M | $2.3B | 11.3% | 03/30/2026 |
| Anchorage Capital Advisors, L.P. | $252M | $27.8B | 0.9% | 03/31/2026 |
| Skye Global Management Lp | $249M | $5.2B | 4.8% | 03/18/2026 |
| Allie Family Office Llc | $247M | $1.3B | 18.7% | 03/25/2026 |
| Winton Capital Management Ltd. | $239M | $11.7B | 2.1% | 03/27/2026 |
| Sali Fund Management, Llc | $233M | $41.7B | 0.6% | 03/27/2026 |
| Hale Partnership Capital Management, Llc | $231M | $788M | 29.3% | 03/31/2026 |
| Gladstone Capital Management Llp | $228M | $1.6B | 14.7% | 02/27/2026 |
| R.M.Sincerbeaux Capital Management, Llc. | $227M | $227M | 100.0% | 03/23/2026 |
| Stone Temple Partners Llc | $219M | $669M | 32.8% | 03/17/2026 |
| Rhino Investment Partners, Inc. | $213M | $566M | 37.7% | 03/20/2026 |
| Banyan Alpha Investment L.P. | $201M | $752M | 26.8% | 03/19/2026 |
| Linden Global Strategies Llc | $193M | $1.6B | 12.0% | 03/06/2026 |
| Quantech Solution Partners North America Inc. | $188M | $518M | 36.3% | 03/30/2026 |
| Castle Hook Partners Lp | $181M | $11.0B | 1.7% | 03/31/2026 |
| Pentwater Capital Management Lp | $180M | $19.3B | 0.9% | 03/31/2026 |
| Alta Fundamental Advisers Llc | $180M | $466M | 38.7% | 03/24/2026 |
| Rush Island Management, Lp | $177M | $2.0B | 8.8% | 03/27/2026 |
| Ckc Capital Llc | $172M | $844M | 20.4% | 03/31/2026 |
| Encompass Capital Advisors Llc | $171M | $4.8B | 3.5% | 03/31/2026 |
| Discerene Group Lp | $171M | $2.5B | 6.7% | 03/30/2026 |
| Caius Capital Llp | $166M | $1.8B | 9.0% | 06/25/2025 |
| Saba Capital Management, L.P. | $165M | $18.3B | 0.9% | 03/31/2026 |
| Caius Capital Us Lp | $164M | $1.7B | 9.4% | 03/26/2026 |
| Ahakista Capital Llc | $161M | $345M | 46.7% | 03/30/2026 |
| Rpo Llc | $161M | $377M | 42.6% | 03/27/2026 |
| Dendur Capital Lp | $159M | $1.5B | 10.8% | 03/19/2026 |
| Black Maple Capital Management Lp | $155M | $353M | 44.0% | 03/30/2026 |
| Prentice Capital Management, Lp | $151M | $228M | 66.1% | 03/31/2026 |
| Erguz, Llc | $142M | $889M | 16.0% | 03/03/2026 |
| Panoramika Advisors Inc. | $139M | $1.1B | 13.2% | 02/10/2026 |
| Moody Aldrich Partners, Llc | $139M | $864M | 16.0% | 02/06/2026 |
| Anchorage Capital Group, L.L.C. | $135M | $3.7B | 3.6% | 03/30/2026 |
| Oak Thistle Llc | $131M | $1.6B | 8.4% | 03/27/2026 |
| Silverarc Capital Management, Llc | $130M | $1.6B | 8.1% | 03/30/2026 |
| M Square Investimentos Ltda. | $129M | $2.3B | 5.7% | 03/31/2026 |
| V Square Quantitative Management Llc | $125M | $1.4B | 8.8% | 03/06/2026 |
| Alphabond Llc | $123M | $123M | 100.0% | 03/27/2026 |
| Belzberg Investments Llc | $120M | $2.3B | 5.2% | 03/30/2026 |
| Legacy Wealth Advisors, Llc | $119M | $923M | 12.9% | 03/30/2026 |
| Philosophy Capital Management Llc | $116M | $1.7B | 7.0% | 03/17/2026 |
| Adamo Capital Family Office Llc | $110M | $1.1B | 9.9% | 03/26/2026 |
| Shadowfall Capital & Research Llp | $110M | $188M | 58.5% | 03/17/2026 |
| Gmt Capital Corp. | $109M | $6.9B | 1.6% | 03/17/2026 |
| Forza Investment Group, Lp | $109M | $3.9B | 2.8% | 03/30/2026 |
| Manteio Scalable Technologies Llc | $106M | $583M | 18.2% | 03/24/2026 |
| Digitalbridge Investment Management, Llc | $105M | $61.1B | 0.2% | 03/31/2026 |
| Catenary Alternatives Asset Management, Llc | $105M | $353M | 29.7% | 03/31/2026 |
| P/E Global Llc | $101M | $1.7B | 5.9% | 03/23/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.