Asset Manager (Traditional + Alternatives)

Publicly traded firms whose primary economics are fees earned on third-party capital they manage. Two sub-types share this template because they share the AUM-times-fee-rate revenue spine but diverge sharply on metric vocabulary and performance-fee mechanics. Traditional asset managers (BLK, TROW, IVZ) earn basis-point management fees on daily-valued AUM across equity / fixed income / multi-asset

Each company on its own headline number

TickerCompanyTheir metricPeriodYoYA year ago
AAMIAcadian Asset ManagementAverage AUMFY2026-Q2+65.9%+20.0%
JHGJanus Henderson Group plcAssets under managementFY2026-Q1+28.7%+5.8%
LAZLazard LtdAverage assets under managementFY2026-Q2+16.7%-2.4%
BENFranklin Resources, Inc.Alternative Assets Under ManagementFY2026-Q2+12.4%-1.3%
AMGAffiliated Managers Group, Inc.Assets Under ManagementFY2026-Q2+22.2%+10.0%
FHIFederated Hermes, Inc.Alternative / private marketsFY2025-Q4+1.1%-8.3%
TPGTPG Inc.Total assets under managementFY2026-Q1+21.3%+12.1%
STEPStepStone Group Inc.Management and advisory fees, netFY2027-Q1+27.5%+18.6%
IVZInvesco Ltd.Ending Assets Under ManagementFY2026-Q2+25.0%+16.6%
STTState Street CorporationAssets under custody and administrationFY2026-Q2+18.2%+10.6%
AMPAmeriprise Financial, Inc.Advice & Wealth Management Total Client Net FlowsFY2026-Q2-27.9%-34.8%
APOApollo Global Management, Inc.Assets under managementFY2026-Q2+25.0%+20.7%
JLLJones Lang LaSalle IncorporatedAssets under managementFY2026-Q2+2.2%-2.0%
RPCRidgepost Capital, Inc.Fee-Paying Assets Under ManagementFY2025-Q4+14.4%+10.3%
HLNEHamilton Lane IncorporatedTotal assets under management and advisementFY2027-Q1+7.5%+4.9%
HQYHealthEquity, Inc.Total Health Savings Account AssetsFY2027-Q2+14.5%+12.2%
EVREvercore Inc.Wealth Management Assets Under ManagementFY2026-Q2+12.1%+10.0%
VCTRVictory Capital Holdings, Inc.Average Fee RateFY2026-Q2-1.5%-3.2%
CNSCohen & Steers, Inc.Average Assets Under ManagementFY2026-Q1+8.8%+8.2%
BNYBlackRock New York Municipal Income TrustAssets Under ManagementFY2026-Q2+4.8%+5.0%
CGThe Carlyle Group Inc.Assets under managementFY2026-Q2+4.3%+6.9%
DBRGDigitalBridge Group, Inc.Fee-Earning Equity Under ManagementFY2026-Q1+9.5%+14.8%
SAMGSilvercrest Asset Management Group Inc.Total Assets Under ManagementFY2026-Q2+0.8%+9.9%
VRTSVirtus Investment Partners, Inc.Total Assets Under ManagementFY2026-Q2-10.8%-1.7%
KKRKKR & Co. Inc.Transaction and Monitoring Fees, NetFY2026-Q2-5.5%+5.1%
ARESAres Management CorporationAssets under managementFY2026-Q2+17.3%+28.0%
WHGWestwood Holdings Group, Inc.Assets under managementFY2026-Q2-1.7%+9.5%
RITMRithm Capital Corp.Origination funded production volumeFY2026-Q2-2.5%+11.6%
VOYAVoya Financial, Inc.Total client assetsFY2026-Q2+14.0%+30.3%
ABXAbacus Global Management, Inc.Life Solutions capital deployed for policy originationsFY2026-Q1+30.5%+129.7%
BXBlackstone Inc.RealizationsFY2026-Q2+45.8%+157.2%
OWLBlue Owl Capital Inc.Fee-Paying Assets Under ManagementFY2026-Q2-88.2%+46.1%

Where they use the same metric

  • Investment Management assets under management — reported by 14 of 73
  • Adjusted diluted earnings per share — reported by 6 of 73
  • Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization — reported by 5 of 73
  • Adjusted Operating Margin — reported by 4 of 73
  • Average Assets Under Management — reported by 4 of 73
  • Fee Paying Assets Under Management — reported by 4 of 73
  • Adjusted Net Income — reported by 3 of 73
  • Adjusted Operating Income — reported by 3 of 73

A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.

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