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 | $260,100,000,000 | 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. | Global Retirement Partners | $77,817,090,000 | Wealth Manager | North America |
| 8. | Brewin Dolphin | $63,290,300,000 | Wealth Manager | Europe |
| 9. | ICONIQ Capital | $60,542,000,000 | Wealth Manager | North America |
| 10. | Chevy Chase Trust Company | $35,867,217,775 | Wealth Manager | North America |
| 11. | Mariner Wealth Advisors | Wealth Manager | North America | |
| 12. | AssetMark | Wealth Manager | North America | |
| 13. | Just Group | Wealth Manager | Europe | |
| 14. | Moneta Group | Wealth Manager | North America | |
| 15. | Cerity Partners | Wealth Manager | North America | |
| 16. | Rockefeller Capital Management | Wealth Manager | North America | |
| 17. | Comprehensive Financial Management | Wealth Manager | North America | |
| 18. | Stonehage Fleming Family & Partners | Wealth Manager | Europe | |
| 19. | BBR Partners | Wealth Manager | North America | |
| 20. | Pathstone Family Office | Wealth Manager | North America | |
| 21. | Summit Rock Advisors | Wealth Manager | North America | |
| 22. | 1919 Investment Counsel | Wealth Manager | North America | |
| 23. | Tiedemann Advisors | Wealth Manager | North America | |
| 24. | Gopher Asset Management | Wealth Manager | Asia | |
| 25. | Whittier Trust | Wealth Manager | North America | |
| 26. | Bahl & Gaynor | Wealth Manager | North America | |
| 27. | Plante Moran Financial Advisors, Ltd Partnership | Wealth Manager | North America | |
| 28. | Wellington-Altus Financial | Wealth Manager | North America | |
| 29. | Johnson Investment Counsel, Inc. | Wealth Manager | North America | |
| 30. | Carson Wealth Management Group | Wealth Manager | North America | |
| 31. | Ehrenkranz Partners | Wealth Manager | North America | |
| 32. | Oxford Financial Group | Wealth Manager | North America | |
| 33. | LeafHouse Financial | Wealth Manager | North America | |
| 34. | Beacon Pointe Advisors | Wealth Manager | North America | |
| 35. | Financial Counselors, Inc. | Wealth Manager | North America | |
| 36. | Cresset Capital Management | Wealth Manager | North America | |
| 37. | EP Wealth Advisors | Wealth Manager | North America | |
| 38. | IEQ Capital | Wealth Manager | North America | |
| 39. | WE Family Offices | Wealth Manager | North America | |
| 40. | Williams Jones Wealth Management | Wealth Manager | North America | |
| 41. | Homrich Berg | Wealth Manager | North America | |
| 42. | Ballentine Partners | Wealth Manager | North America | |
| 43. | Great Lakes Advisors, Inc. | Wealth Manager | North America | |
| 44. | G.W. & Wade, Inc. | Wealth Manager | North America | |
| 45. | Mill Creek Capital Advisors | Wealth Manager | North America | |
| 46. | Signature Family Wealth Advisors | Wealth Manager | North America | |
| 47. | Kaspick & Company | Wealth Manager | North America | |
| 48. | Taaleri Plc | Wealth Manager | Europe | |
| 49. | Kornitzer Capital Management Inc. | Wealth Manager | North America | |
| 50. | Ropes Wealth Advisors LLC | Wealth Manager | North America | |
| 51. | East End Advisors | Wealth Manager | North America | |
| 52. | Coldstream Wealth Management | Wealth Manager | North America | |
| 53. | The Bollard Group | Wealth Manager | North America | |
| 54. | Heritage Family Management | Wealth Manager | North America | |
| 55. | Sequoia Financial Advisors, LLC | Wealth Manager | North America | |
| 56. | Inflection Wealth Management | Wealth Manager | North America | |
| 57. | Plancorp | Wealth Manager | North America | |
| 58. | Bailard | Wealth Manager | North America | |
| 59. | AdvicePeriod | Wealth Manager | North America | |
| 60. | WMS Partners | Wealth Manager | North America | |
| 61. | Waldron Private Wealth | Wealth Manager | North America | |
| 62. | Wharton Business Group | Wealth Manager | North America | |
| 63. | Matter Family Office | Wealth Manager | North America | |
| 64. | Roosevelt Investment Group, LLC | Wealth Manager | North America | |
| 65. | Franklin Street Partners, Inc | Wealth Manager | North America | |
| 66. | Biltmore Family Office, LLC | Wealth Manager | North America | |
| 67. | Keel Point Capital | Wealth Manager | North America | |
| 68. | Sage Financial Group | Wealth Manager | North America | |
| 69. | Collaboration Capital Management | Wealth Manager | North America | |
| 70. | Radnor Financial Advisors | Wealth Manager | North America | |
| 71. | GenTrust | Wealth Manager | North America | |
| 72. | Brouwer & Janachowski | Wealth Manager | North America | |
| 73. | ClearView Wealth | Wealth Manager | Australia and Pacific | |
| 74. | BDO Wealth Advisors | Wealth Manager | North America | |
| 75. | NewEdge Wealth, LLC | Wealth Manager | North America | |
| 76. | Raffles Family Office | Wealth Manager | Asia | |
| 77. | Gibson Capital | Wealth Manager | North America | |
| 78. | Ancora Group | Wealth Manager | North America | |
| 79. | Parcion Private Wealth | Wealth Manager | North America | |
| 80. | Beirne Wealth Consulting | Wealth Manager | North America | |
| 81. | Polaris Wealth Advisers | Wealth Manager | North America | |
| 82. | Ritholtz Wealth Management LLC | Wealth Manager | North America | |
| 83. | ArchPoint Investors | Wealth Manager | North America | |
| 84. | LGL Partners | Wealth Manager | North America | |
| 85. | Veris Wealth Partners | Wealth Manager | North America | |
| 86. | Tom Johnson Investment Management | Wealth Manager | North America | |
| 87. | WealthSource Partners | Wealth Manager | North America | |
| 88. | BSW Wealth Partners | Wealth Manager | North America | |
| 89. | Arete Wealth Management | Wealth Manager | North America | |
| 90. | Enso Wealth Management | Wealth Manager | North America | |
| 91. | Domani Wealth | Wealth Manager | North America | |
| 92. | 1900 Wealth Management | Wealth Manager | North America | |
| 93. | RKL Wealth Management | Wealth Manager | North America | |
| 94. | View Capital Advisors | Wealth Manager | North America | |
| 95. | Round Table Wealth Management | Wealth Manager | North America | |
| 96. | Vernal Point Advisors LLC | Wealth Manager | North America | |
| 97. | Archford Capital Strategies | Wealth Manager | North America | |
| 98. | FMP Wealth Advisers | Wealth Manager | North America | |
| 99. | Ferris Capital, LLC | Wealth Manager | North America | |
| 100. | 180 Wealth Advisors | Wealth Manager | North America | |
| $2,421,553,537,234 | ||||
If you are a journalist writing a story, an academic writing a research paper or a manager writing a report, we request that you reach out to us for permission to republish this data. Additionally, we may have updated information that is not yet reflected in this table.
If you would like to produce the full rankings page, please reach out to the Research Team.
View Other Managed AUM Rankings by Type
Top 19 Largest Activist Investor Rankings by Total Managed AUMTop 6 Largest Advisor Rankings by Total Managed AUMTop 100 Largest Asset Manager Rankings by Total Managed AUMTop 13 Largest Bank Rankings by Total Managed AUMTop 6 Largest Company Rankings by Total Managed AUMTop 8 Largest Crypto Fund Manager Rankings by Total Managed AUMTop 20 Largest Financial Holding Company Rankings by Total Managed AUMTop 90 Largest Hedge Fund Manager Rankings by Total Managed AUMTop 13 Largest Insurance Rankings by Total Managed AUMTop 4 Largest Investment Consultant Rankings by Total Managed AUMTop 8 Largest Investor Rankings by Total Managed AUMTop 48 Largest Real Estate Company Rankings by Total Managed AUMTop 39 Largest Venture Capital Firm Rankings by Total Managed AUM