Top 100 Wealth Manager Managers by Managed AUM
Rankings by Total Managed AUM
| Rank | Profile | Managed AUM | Type | Region |
|---|---|---|---|---|
| 1. | CAPTRUST Financial Advisors | $450,010,000,000 | Wealth Manager | North America |
| 2. | Edelman Financial Engines | $260,099,997,696 | Wealth Manager | North America |
| 3. | CI Financial | $238,636,000,000 | Wealth Manager | North America |
| 4. | St. James's Place | $193,870,000,000 | Wealth Manager | Europe |
| 5. | Quilter plc | $175,329,000,000 | Wealth Manager | Europe |
| 6. | SageView Advisory Group | $101,533,445,070 | Wealth Manager | North America |
| 7. | Rockefeller Capital Management | $95,000,000,000 | Wealth Manager | North America |
| 8. | Creative Planning, Inc | $90,033,701,897 | Wealth Manager | North America |
| 9. | Rathbone Brothers | $81,986,500,000 | Wealth Manager | Europe |
| 10. | Global Retirement Partners | $77,817,090,000 | Wealth Manager | North America |
| 11. | HighTower Advisors | Wealth Manager | North America | |
| 12. | Brewin Dolphin | Wealth Manager | Europe | |
| 13. | ICONIQ Capital | Wealth Manager | North America | |
| 14. | Chevy Chase Trust Company | Wealth Manager | North America | |
| 15. | Mariner Wealth Advisors | Wealth Manager | North America | |
| 16. | AssetMark | Wealth Manager | North America | |
| 17. | Just Group | Wealth Manager | Europe | |
| 18. | Moneta Group | Wealth Manager | North America | |
| 19. | Cerity Partners | Wealth Manager | North America | |
| 20. | Clark Capital Management Group | Wealth Manager | North America | |
| 21. | Comprehensive Financial Management | Wealth Manager | North America | |
| 22. | Stonehage Fleming Family & Partners | Wealth Manager | Europe | |
| 23. | Buckingham Wealth Partners | Wealth Manager | North America | |
| 24. | BBR Partners | Wealth Manager | North America | |
| 25. | Mercer Global Advisors | Wealth Manager | North America | |
| 26. | Pathstone Family Office | Wealth Manager | North America | |
| 27. | Summit Rock Advisors | Wealth Manager | North America | |
| 28. | 1919 Investment Counsel | Wealth Manager | North America | |
| 29. | Tiedemann Advisors | Wealth Manager | North America | |
| 30. | Plante Moran Financial Advisors, Ltd Partnership | Wealth Manager | North America | |
| 31. | Gopher Asset Management | Wealth Manager | Asia | |
| 32. | Bahl & Gaynor | Wealth Manager | North America | |
| 33. | Whittier Trust | Wealth Manager | North America | |
| 34. | Matson Money | Wealth Manager | North America | |
| 35. | Wellington-Altus Financial | Wealth Manager | North America | |
| 36. | Johnson Investment Counsel, Inc. | Wealth Manager | North America | |
| 37. | Carson Wealth Management Group | Wealth Manager | North America | |
| 38. | Ehrenkranz Partners | Wealth Manager | North America | |
| 39. | Oxford Financial Group | Wealth Manager | North America | |
| 40. | CV Advisors | Wealth Manager | North America | |
| 41. | Madison Investment Holdings | Wealth Manager | North America | |
| 42. | Summit Trail Advisors | Wealth Manager | North America | |
| 43. | Ascot Lloyd Financial Services | Wealth Manager | Europe | |
| 44. | LeafHouse Financial | Wealth Manager | North America | |
| 45. | Wealthspire Advisors | Wealth Manager | North America | |
| 46. | Beacon Pointe Advisors | Wealth Manager | North America | |
| 47. | Financial Counselors, Inc. | Wealth Manager | North America | |
| 48. | MAI Capital Management | Wealth Manager | North America | |
| 49. | Cresset Capital Management | Wealth Manager | North America | |
| 50. | EP Wealth Advisors | Wealth Manager | North America | |
| 51. | IEQ Capital | Wealth Manager | North America | |
| 52. | ASK Investment Managers | Wealth Manager | Asia | |
| 53. | WE Family Offices | Wealth Manager | North America | |
| 54. | The Mather Group | Wealth Manager | North America | |
| 55. | Gresham Partners | Wealth Manager | North America | |
| 56. | Williams Jones Wealth Management | Wealth Manager | North America | |
| 57. | Homrich Berg | Wealth Manager | North America | |
| 58. | Ballentine Partners | Wealth Manager | North America | |
| 59. | Great Lakes Advisors, Inc. | Wealth Manager | North America | |
| 60. | G.W. & Wade, Inc. | Wealth Manager | North America | |
| 61. | Mill Creek Capital Advisors | Wealth Manager | North America | |
| 62. | Conrad Siegel Investment Advisors Inc | Wealth Manager | North America | |
| 63. | Signature Family Wealth Advisors | Wealth Manager | North America | |
| 64. | Kaspick & Company | Wealth Manager | North America | |
| 65. | Taaleri Plc | Wealth Manager | Europe | |
| 66. | Kornitzer Capital Management Inc. | Wealth Manager | North America | |
| 67. | The Capital Partnership | Wealth Manager | Europe | |
| 68. | Ropes Wealth Advisors LLC | Wealth Manager | North America | |
| 69. | East End Advisors | Wealth Manager | North America | |
| 70. | Coldstream Wealth Management | Wealth Manager | North America | |
| 71. | The Bollard Group | Wealth Manager | North America | |
| 72. | Southwestern Investment Group | Wealth Manager | North America | |
| 73. | National Asset Management | Wealth Manager | North America | |
| 74. | Heritage Family Management | Wealth Manager | North America | |
| 75. | Sequoia Financial Advisors, LLC | Wealth Manager | North America | |
| 76. | Inflection Wealth Management | Wealth Manager | North America | |
| 77. | Plancorp | Wealth Manager | North America | |
| 78. | Bailard | Wealth Manager | North America | |
| 79. | F.L.Putnam Investment Management Company | Wealth Manager | North America | |
| 80. | AdvicePeriod | Wealth Manager | North America | |
| 81. | Alesco Advisors | Wealth Manager | North America | |
| 82. | WMS Partners | Wealth Manager | North America | |
| 83. | WA Asset Management | Wealth Manager | North America | |
| 84. | Pure Financial Advisors | Wealth Manager | North America | |
| 85. | Waldron Private Wealth | Wealth Manager | North America | |
| 86. | Belvedere Asset Management | Wealth Manager | Europe | |
| 87. | Wharton Business Group | Wealth Manager | North America | |
| 88. | Matter Family Office | Wealth Manager | North America | |
| 89. | Roosevelt Investment Group, LLC | Wealth Manager | North America | |
| 90. | Howland Capital Management | Wealth Manager | North America | |
| 91. | Franklin Street Partners, Inc | Wealth Manager | North America | |
| 92. | Biltmore Family Office, LLC | Wealth Manager | North America | |
| 93. | Keel Point Capital | Wealth Manager | North America | |
| 94. | Sage Financial Group | Wealth Manager | North America | |
| 95. | Snowden Lane Partners | Wealth Manager | North America | |
| 96. | Collaboration Capital Management | Wealth Manager | North America | |
| 97. | Radnor Financial Advisors | Wealth Manager | North America | |
| 98. | GenTrust | Wealth Manager | North America | |
| 99. | Brouwer & Janachowski | Wealth Manager | North America | |
| 100. | ClearView Wealth | Wealth Manager | Australia and Pacific | |
| $2,944,715,020,578 | ||||
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