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Explore top-ranked registered investment advisory firms by size, reach, and assets under management.
Firms with the largest number of registered investment advisors
Firms with the widest geographic footprint
Firms managing the largest client asset portfolios
| # | Firm | City | State | AUM |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | MALVERN | PA | $11092665107962 |
| 2 | VANGUARD CAPITAL MANAGEMENT, LLC | MALVERN | PA | $8436181597982 |
| 3 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | BOSTON | MA | $5685041930529 |
| 4 | BLACKROCK FUND ADVISORS | SAN FRANCISCO | CA | $4282224366957 |
| 5 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | LOS ANGELES | CA | $3753542800892 |
| 6 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | NEWPORT BEACH | CA | $3666935101247 |
| 7 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | NEW YORK | NY | $3519414511755 |
| 8 | VANGUARD PORTFOLIO MANAGEMENT, LLC | MALVERN | PA | $2656483509980 |
| 9 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | NEW YORK | NY | $2648902942827 |
| 10 | T. ROWE PRICE ASSOCIATES, INC. | BALTIMORE | MD | $2196452587469 |
| 11 | MORGAN STANLEY | PURCHASE | NY | $1961887313229 |
| 12 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NEW YORK | NY | $1781568171479 |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | BOSTON | MA | $1736523234533 |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | SAN FRANCISCO | CA | $1721025914896 |
| 15 | BLACKROCK FINANCIAL MANAGEMENT, INC | NEW YORK | NY | $1595099828916 |
| 16 | WELLINGTON MANAGEMENT COMPANY LLP | BOSTON | MA | $1428048671402 |
| 17 | SSGA FUNDS MANAGEMENT, INC. | BOSTON | MA | $1420653842286 |
| 18 | STRATEGIC ADVISERS LLC | BOSTON | MA | $1370125325211 |
| 19 | NORTHERN TRUST INVESTMENTS, INCORPORATED | CHICAGO | IL | $1245248223540 |
| 20 | CAPTRUST | RALEIGH | NC | $1236704853633 |
Firms with the most advisory clients
| # | Firm | City | State | Clients |
|---|---|---|---|---|
| 1 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | CHICAGO | IL | 1.87M |
| 2 | QUIVIRA ADVISORS, LLC | 1.00M | ||
| 3 | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | CA | 956K |
| 4 | SMARTASSET | NEW YORK | NY | 650K |
| 5 | J.P. MORGAN PRIVATE INVESTMENTS INC. | NEW YORK | NY | 449K |
| 6 | MORGAN STANLEY | PURCHASE | NY | 417K |
| 7 | J.P. MORGAN SECURITIES LLC | NEW YORK | NY | 407K |
| 8 | FUNDRISE ADVISORS, LLC | WASHINGTON | DC | 403K |
| 9 | EDELMAN FINANCIAL ENGINES | SANTA CLARA | CA | 322K |
| 10 | GREENLIGHT INVESTMENT ADVISORS | ATLANTA | GA | 298K |
| 11 | ASSETMARK, INC. | CONCORD | CA | 220K |
| 12 | LPL FINANCIAL LLC | FORT MILL | SC | 210K |
| 13 | EQUITABLE ADVISORS, LLC | NEW YORK | NY | 172K |
| 14 | SCHWAB WEALTH ADVISORY, INC. | SAN FRANCISCO | CA | 169K |
| 15 | WEALTH COMPASS FINANCIAL, INC. | CARLSBAD | CA | 147K |
| 16 | AMERIPRISE FINANCIAL SERVICES, LLC | MINNEAPOLIS | MN | 124K |
| 17 | WILSHIRE | SANTA MONICA | CA | 110K |
| 18 | NEA MEMBER BENEFITS | GAITHERSBURG | MD | 103K |
| 19 | GOLDMAN SACHS WEALTH SERVICES, L.P. | COHOES | NY | 89.9K |
| 20 | VANGUARD ADVISERS, INC. | MALVERN | PA | 89.4K |
Regulatory AUM divided by advisory clients
Firms managing the most assets from foreign nationals