RESEARCH AFFILIATES, LLC
Legal name: RESEARCH AFFILIATES
CRD #120440 SEC #801-61153 NEWPORT BEACH, CA 949 325 8700
SEC Registered Private Funds
Total AUM
$26.3B
Discretionary
$24.9B
Employees
71
Clients
0
Accounts
33
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $26.3B | $24.9B | $1.5B | 71 | 0 |
| Aug 2025 | $26.3B | $24.9B | $1.5B | 71 | 0 |
| May 2025 | $26.3B | $24.9B | $1.5B | 71 | 0 |
| Mar 2025 | $26.3B | $24.9B | $1.5B | 71 | 0 |
| Oct 2024 | $28.4B | $27B | $1.4B | 67 | 0 |
| Jul 2024 | $28.4B | $27B | $1.4B | 67 | 0 |
| May 2024 | $28.4B | $27B | $1.4B | 67 | 0 |
| Mar 2024 | $28.4B | $27B | $1.4B | 67 | 0 |
| Jul 2023 | $27.7B | $26.3B | $1.5B | 65 | 0 |
| Mar 2023 | $27.7B | $26.3B | $1.5B | 65 | 0 |
| Jan 2023 | $35.1B | $33.3B | $1.8B | 81 | 0 |
| Jun 2022 | $35.1B | $33.3B | $1.8B | 81 | 0 |
| Mar 2022 | $35.1B | $33.3B | $1.8B | 81 | 0 |
| Aug 2021 | $31.3B | $29.5B | $1.8B | 69 | 32 |
| Jul 2021 | $31.3B | $29.5B | $1.8B | 69 | 32 |
| Mar 2021 | $31.3B | $29.5B | $1.8B | 69 | 32 |
| Mar 2020 | $37.2B | $11.2B | $26B | 85 | 49 |
| Sep 2019 | $37B | $10.1B | $26.8B | 87 | 52 |
| Mar 2019 | $37B | $10.1B | $26.8B | 84 | 52 |
| Jul 2018 | $42.4B | $10.5B | $31.9B | 83 | 53 |
| Mar 2018 | $42.4B | $10.5B | $31.9B | 83 | 53 |
| May 2017 | $39.4B | $9.2B | $30.2B | 81 | 26 |
| Mar 2017 | $39.4B | $9.2B | $30.2B | 81 | 26 |
| Feb 2017 | $39.4B | $9.2B | $30.2B | 81 | 26 |
| Mar 2016 | $41.9B | $7.5B | $34.5B | 84 | 26 |
| Mar 2016 | $41.9B | $7.5B | $34.5B | 84 | 26 |
| Sep 2015 | $57B | $8B | $49B | 89 | 26 |
| Jul 2015 | $66.8B | $8.2B | $58.7B | 88 | 26 |
| May 2015 | $66.8B | $8.2B | $58.7B | 88 | 26 |
| Mar 2015 | $66.8B | $8.2B | $58.7B | 88 | 26 |
| Jul 2014 | $76.8B | $8B | $68.8B | 79 | 26 |
| May 2014 | $76.8B | $8B | $68.8B | 79 | 26 |
| Mar 2014 | $76.8B | $8B | $68.8B | 79 | 26 |
| Oct 2013 | $69.6B | $6B | $63.6B | 65 | 26 |
| Mar 2013 | $69.6B | $6B | $63.6B | 65 | 26 |
| Jun 2012 | $46B | $4.9B | $41.1B | 51 | 26 |
| Mar 2012 | $45.7B | $4.6B | $41.1B | 51 | 26 |
| Mar 2011 | $39.9B | $4.1B | $35.8B | 51 | -- |
| Mar 2010 | $28.1B | $3.6B | $24.5B | -- | -- |
| Sep 2009 | $31.7B | $2.9B | $28.8B | -- | -- |
| Jun 2009 | $31.7B | $2.9B | $28.8B | -- | -- |
| Mar 2009 | $31.7B | $2.9B | $28.8B | -- | -- |
| May 2007 | $22B | $760M | $21.2B | -- | -- |
| Mar 2007 | $22B | $760M | $21.2B | -- | -- |
| Jan 2006 | $12.2B | $198M | $12B | -- | -- |
| Jun 2005 | $8.1B | $145M | $8B | 10 | -- |
| Jul 2004 | $2.8B | $17M | $2.8B | 10 | -- |
| May 2004 | $2B | $10M | $2B | 10 | -- |
| Dec 2003 | $870M | $5M | $865M | 5 | -- |
DateNov 2025
Total AUM$26.3B
Discretionary$24.9B
Non-Disc.$1.5B
Employees71
Clients0
DateAug 2025
Total AUM$26.3B
Discretionary$24.9B
Non-Disc.$1.5B
Employees71
Clients0
DateMay 2025
Total AUM$26.3B
Discretionary$24.9B
Non-Disc.$1.5B
Employees71
Clients0
DateMar 2025
Total AUM$26.3B
Discretionary$24.9B
Non-Disc.$1.5B
Employees71
Clients0
DateOct 2024
Total AUM$28.4B
Discretionary$27B
Non-Disc.$1.4B
Employees67
Clients0
DateJul 2024
Total AUM$28.4B
Discretionary$27B
Non-Disc.$1.4B
Employees67
Clients0
DateMay 2024
Total AUM$28.4B
Discretionary$27B
Non-Disc.$1.4B
Employees67
Clients0
DateMar 2024
Total AUM$28.4B
Discretionary$27B
Non-Disc.$1.4B
Employees67
Clients0
DateJul 2023
Total AUM$27.7B
Discretionary$26.3B
Non-Disc.$1.5B
Employees65
Clients0
DateMar 2023
Total AUM$27.7B
Discretionary$26.3B
Non-Disc.$1.5B
Employees65
Clients0
DateJan 2023
Total AUM$35.1B
Discretionary$33.3B
Non-Disc.$1.8B
Employees81
Clients0
DateJun 2022
Total AUM$35.1B
Discretionary$33.3B
Non-Disc.$1.8B
Employees81
Clients0
DateMar 2022
Total AUM$35.1B
Discretionary$33.3B
Non-Disc.$1.8B
Employees81
Clients0
DateAug 2021
Total AUM$31.3B
Discretionary$29.5B
Non-Disc.$1.8B
Employees69
Clients32
DateJul 2021
Total AUM$31.3B
Discretionary$29.5B
Non-Disc.$1.8B
Employees69
Clients32
DateMar 2021
Total AUM$31.3B
Discretionary$29.5B
Non-Disc.$1.8B
Employees69
Clients32
DateMar 2020
Total AUM$37.2B
Discretionary$11.2B
Non-Disc.$26B
Employees85
Clients49
DateSep 2019
Total AUM$37B
Discretionary$10.1B
Non-Disc.$26.8B
Employees87
Clients52
DateMar 2019
Total AUM$37B
Discretionary$10.1B
Non-Disc.$26.8B
Employees84
Clients52
DateJul 2018
Total AUM$42.4B
Discretionary$10.5B
Non-Disc.$31.9B
Employees83
Clients53
DateMar 2018
Total AUM$42.4B
Discretionary$10.5B
Non-Disc.$31.9B
Employees83
Clients53
DateMay 2017
Total AUM$39.4B
Discretionary$9.2B
Non-Disc.$30.2B
Employees81
Clients26
DateMar 2017
Total AUM$39.4B
Discretionary$9.2B
Non-Disc.$30.2B
Employees81
Clients26
DateFeb 2017
Total AUM$39.4B
Discretionary$9.2B
Non-Disc.$30.2B
Employees81
Clients26
DateMar 2016
Total AUM$41.9B
Discretionary$7.5B
Non-Disc.$34.5B
Employees84
Clients26
DateMar 2016
Total AUM$41.9B
Discretionary$7.5B
Non-Disc.$34.5B
Employees84
Clients26
DateSep 2015
Total AUM$57B
Discretionary$8B
Non-Disc.$49B
Employees89
Clients26
DateJul 2015
Total AUM$66.8B
Discretionary$8.2B
Non-Disc.$58.7B
Employees88
Clients26
DateMay 2015
Total AUM$66.8B
Discretionary$8.2B
Non-Disc.$58.7B
Employees88
Clients26
DateMar 2015
Total AUM$66.8B
Discretionary$8.2B
Non-Disc.$58.7B
Employees88
Clients26
DateJul 2014
Total AUM$76.8B
Discretionary$8B
Non-Disc.$68.8B
Employees79
Clients26
DateMay 2014
Total AUM$76.8B
Discretionary$8B
Non-Disc.$68.8B
Employees79
Clients26
DateMar 2014
Total AUM$76.8B
Discretionary$8B
Non-Disc.$68.8B
Employees79
Clients26
DateOct 2013
Total AUM$69.6B
Discretionary$6B
Non-Disc.$63.6B
Employees65
Clients26
DateMar 2013
Total AUM$69.6B
Discretionary$6B
Non-Disc.$63.6B
Employees65
Clients26
DateJun 2012
Total AUM$46B
Discretionary$4.9B
Non-Disc.$41.1B
Employees51
Clients26
DateMar 2012
Total AUM$45.7B
Discretionary$4.6B
Non-Disc.$41.1B
Employees51
Clients26
DateMar 2011
Total AUM$39.9B
Discretionary$4.1B
Non-Disc.$35.8B
Employees51
Clients--
DateMar 2010
Total AUM$28.1B
Discretionary$3.6B
Non-Disc.$24.5B
Employees--
Clients--
DateSep 2009
Total AUM$31.7B
Discretionary$2.9B
Non-Disc.$28.8B
Employees--
Clients--
DateJun 2009
Total AUM$31.7B
Discretionary$2.9B
Non-Disc.$28.8B
Employees--
Clients--
DateMar 2009
Total AUM$31.7B
Discretionary$2.9B
Non-Disc.$28.8B
Employees--
Clients--
DateMay 2007
Total AUM$22B
Discretionary$760M
Non-Disc.$21.2B
Employees--
Clients--
DateMar 2007
Total AUM$22B
Discretionary$760M
Non-Disc.$21.2B
Employees--
Clients--
DateJan 2006
Total AUM$12.2B
Discretionary$198M
Non-Disc.$12B
Employees--
Clients--
DateJun 2005
Total AUM$8.1B
Discretionary$145M
Non-Disc.$8B
Employees10
Clients--
DateJul 2004
Total AUM$2.8B
Discretionary$17M
Non-Disc.$2.8B
Employees10
Clients--
DateMay 2004
Total AUM$2B
Discretionary$10M
Non-Disc.$2B
Employees10
Clients--
DateDec 2003
Total AUM$870M
Discretionary$5M
Non-Disc.$865M
Employees5
Clients--