Top 100 Wealth Manager Managers by Managed AUM

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Rankings by Total Managed AUM

RankProfileManaged AUMTypeRegion
1.Edward Jones$1,714,000,000,000Wealth ManagerNorth America
2.CAPTRUST Financial Advisors$450,010,000,000Wealth ManagerNorth America
3.Edelman Financial Engines$260,099,997,696Wealth ManagerNorth America
4.CI Financial$238,636,000,000Wealth ManagerNorth America
5.Insignia Financial$227,044,350,000Wealth ManagerAustralia and Pacific
6.St. James's Place$193,870,000,000Wealth ManagerEurope
7.Quilter plc$175,329,000,000Wealth ManagerEurope
8.Commonwealth Financial Network$161,852,722,626Wealth ManagerNorth America
9.HighTower Advisors$103,620,351,000Wealth ManagerNorth America
10.SageView Advisory Group$101,533,445,070Wealth ManagerNorth America
11.Creative Planning, IncWealth ManagerNorth America
12.Rockefeller Capital ManagementWealth ManagerNorth America
13.ICONIQ CapitalWealth ManagerNorth America
14.Rathbone BrothersWealth ManagerEurope
15.Global Retirement PartnersWealth ManagerNorth America
16.Brewin DolphinWealth ManagerEurope
17.Cerity PartnersWealth ManagerNorth America
18.Chevy Chase Trust CompanyWealth ManagerNorth America
19.Mariner Wealth AdvisorsWealth ManagerNorth America
20.AssetMarkWealth ManagerNorth America
21.Just GroupWealth ManagerEurope
22.Pathstone Family OfficeWealth ManagerNorth America
23.Royal Alliance AssociatesWealth ManagerNorth America
24.Moneta GroupWealth ManagerNorth America
25.Wealth Enhancement GroupWealth ManagerNorth America
26.Clark Capital Management GroupWealth ManagerNorth America
27.Comprehensive Financial ManagementWealth ManagerNorth America
28.Stonehage Fleming Family & PartnersWealth ManagerEurope
29.Buckingham Wealth PartnersWealth ManagerNorth America
30.BBR PartnersWealth ManagerNorth America
31.Mercer Global AdvisorsWealth ManagerNorth America
32.Summit Rock AdvisorsWealth ManagerNorth America
33.1919 Investment CounselWealth ManagerNorth America
34.Johnson Investment Counsel, Inc.Wealth ManagerNorth America
35.Tiedemann AdvisorsWealth ManagerNorth America
36.Plante Moran Financial Advisors, Ltd PartnershipWealth ManagerNorth America
37.Gopher Asset ManagementWealth ManagerAsia
38.Bahl & GaynorWealth ManagerNorth America
39.IEQ CapitalWealth ManagerNorth America
40.Whittier TrustWealth ManagerNorth America
41.Matson MoneyWealth ManagerNorth America
42.Wellington-Altus FinancialWealth ManagerNorth America
43.Belle Haven InvestmentsWealth ManagerNorth America
44.LeafHouse FinancialWealth ManagerNorth America
45.Carson Wealth Management GroupWealth ManagerNorth America
46.Ehrenkranz PartnersWealth ManagerNorth America
47.Oxford Financial GroupWealth ManagerNorth America
48.Summit Trail AdvisorsWealth ManagerNorth America
49.Wealthspire AdvisorsWealth ManagerNorth America
50.CV AdvisorsWealth ManagerNorth America
51.Madison Investment HoldingsWealth ManagerNorth America
52.WE Family OfficesWealth ManagerNorth America
53.Ascot Lloyd Financial ServicesWealth ManagerEurope
54.Beacon Pointe AdvisorsWealth ManagerNorth America
55.Financial Counselors, Inc.Wealth ManagerNorth America
56.1875 FinanceWealth ManagerEurope
57.MAI Capital ManagementWealth ManagerNorth America
58.Sanctuary AdvisorsWealth ManagerNorth America
59.Cresset Capital ManagementWealth ManagerNorth America
60.EP Wealth AdvisorsWealth ManagerNorth America
61.Lido AdvisorsWealth ManagerNorth America
62.Nicola Wealth ManagementWealth ManagerNorth America
63.ASK Investment ManagersWealth ManagerAsia
64.Great Lakes Advisors, Inc.Wealth ManagerNorth America
65.The Mather GroupWealth ManagerNorth America
66.Gresham PartnersWealth ManagerNorth America
67.Mill Creek Capital AdvisorsWealth ManagerNorth America
68.Williams Jones Wealth ManagementWealth ManagerNorth America
69.Arbor Point AdvisorsWealth ManagerNorth America
70.Homrich BergWealth ManagerNorth America
71.Ballentine PartnersWealth ManagerNorth America
72.G.W. & Wade, Inc.Wealth ManagerNorth America
73.Conrad Siegel Investment Advisors IncWealth ManagerNorth America
74.RMB Capital ManagementWealth ManagerNorth America
75.Forvis Wealth AdvisorsWealth ManagerNorth America
76.Signature Family Wealth AdvisorsWealth ManagerNorth America
77.Kaspick & CompanyWealth ManagerNorth America
78.Ropes Wealth Advisors LLCWealth ManagerNorth America
79.Taaleri PlcWealth ManagerEurope
80.Kornitzer Capital Management Inc.Wealth ManagerNorth America
81.Coldstream Wealth ManagementWealth ManagerNorth America
82.The Capital PartnershipWealth ManagerEurope
83.Modera Wealth ManagementWealth ManagerNorth America
84.East End AdvisorsWealth ManagerNorth America
85.Sepio CapitalWealth ManagerNorth America
86.The Bollard GroupWealth ManagerNorth America
87.Southwestern Investment GroupWealth ManagerNorth America
88.National Asset ManagementWealth ManagerNorth America
89.Heritage Family ManagementWealth ManagerNorth America
90.Sequoia Financial Advisors, LLCWealth ManagerNorth America
91.Inflection Wealth ManagementWealth ManagerNorth America
92.PlancorpWealth ManagerNorth America
93.Douglass Winthrop AdvisorsWealth ManagerNorth America
94.BailardWealth ManagerNorth America
95.Laird Norton Wealth ManagementWealth ManagerNorth America
96.TruepointWealth ManagerNorth America
97.F.L.Putnam Investment Management CompanyWealth ManagerNorth America
98.AdvicePeriodWealth ManagerNorth America
99.Alesco AdvisorsWealth ManagerNorth America
100.WMS PartnersWealth ManagerNorth America
 $5,269,525,683,045  

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