Top 100 Wealth Manager Managers by Managed AUM

SWFI Event

Rankings by Total Managed AUM

RankProfileManaged AUMTypeRegion
1.CAPTRUST Financial Advisors$450,010,000,000Wealth ManagerNorth America
2.Edelman Financial Engines$260,099,997,696Wealth ManagerNorth America
3.CI Financial$238,636,000,000Wealth ManagerNorth America
4.St. James's Place$193,870,000,000Wealth ManagerEurope
5.Quilter plc$175,329,000,000Wealth ManagerEurope
6.SageView Advisory Group$101,533,445,070Wealth ManagerNorth America
7.Rockefeller Capital Management$95,000,000,000Wealth ManagerNorth America
8.Creative Planning, Inc$90,033,701,897Wealth ManagerNorth America
9.Rathbone Brothers$81,986,500,000Wealth ManagerEurope
10.Global Retirement Partners$77,817,090,000Wealth ManagerNorth America
11.HighTower AdvisorsWealth ManagerNorth America
12.Brewin DolphinWealth ManagerEurope
13.ICONIQ CapitalWealth ManagerNorth America
14.Chevy Chase Trust CompanyWealth ManagerNorth America
15.Mariner Wealth AdvisorsWealth ManagerNorth America
16.AssetMarkWealth ManagerNorth America
17.Just GroupWealth ManagerEurope
18.Moneta GroupWealth ManagerNorth America
19.Cerity PartnersWealth ManagerNorth America
20.Clark Capital Management GroupWealth ManagerNorth America
21.Comprehensive Financial ManagementWealth ManagerNorth America
22.Stonehage Fleming Family & PartnersWealth ManagerEurope
23.Buckingham Wealth PartnersWealth ManagerNorth America
24.BBR PartnersWealth ManagerNorth America
25.Mercer Global AdvisorsWealth ManagerNorth America
26.Pathstone Family OfficeWealth ManagerNorth America
27.Summit Rock AdvisorsWealth ManagerNorth America
28.1919 Investment CounselWealth ManagerNorth America
29.Tiedemann AdvisorsWealth ManagerNorth America
30.Plante Moran Financial Advisors, Ltd PartnershipWealth ManagerNorth America
31.Gopher Asset ManagementWealth ManagerAsia
32.Bahl & GaynorWealth ManagerNorth America
33.Whittier TrustWealth ManagerNorth America
34.Matson MoneyWealth ManagerNorth America
35.Wellington-Altus FinancialWealth ManagerNorth America
36.Johnson Investment Counsel, Inc.Wealth ManagerNorth America
37.Carson Wealth Management GroupWealth ManagerNorth America
38.Ehrenkranz PartnersWealth ManagerNorth America
39.Oxford Financial GroupWealth ManagerNorth America
40.CV AdvisorsWealth ManagerNorth America
41.Madison Investment HoldingsWealth ManagerNorth America
42.Summit Trail AdvisorsWealth ManagerNorth America
43.Ascot Lloyd Financial ServicesWealth ManagerEurope
44.LeafHouse FinancialWealth ManagerNorth America
45.Wealthspire AdvisorsWealth ManagerNorth America
46.Beacon Pointe AdvisorsWealth ManagerNorth America
47.Financial Counselors, Inc.Wealth ManagerNorth America
48.MAI Capital ManagementWealth ManagerNorth America
49.Cresset Capital ManagementWealth ManagerNorth America
50.EP Wealth AdvisorsWealth ManagerNorth America
51.IEQ CapitalWealth ManagerNorth America
52.ASK Investment ManagersWealth ManagerAsia
53.WE Family OfficesWealth ManagerNorth America
54.The Mather GroupWealth ManagerNorth America
55.Gresham PartnersWealth ManagerNorth America
56.Williams Jones Wealth ManagementWealth ManagerNorth America
57.Homrich BergWealth ManagerNorth America
58.Ballentine PartnersWealth ManagerNorth America
59.Great Lakes Advisors, Inc.Wealth ManagerNorth America
60.G.W. & Wade, Inc.Wealth ManagerNorth America
61.Mill Creek Capital AdvisorsWealth ManagerNorth America
62.Conrad Siegel Investment Advisors IncWealth ManagerNorth America
63.Signature Family Wealth AdvisorsWealth ManagerNorth America
64.Kaspick & CompanyWealth ManagerNorth America
65.Taaleri PlcWealth ManagerEurope
66.Kornitzer Capital Management Inc.Wealth ManagerNorth America
67.The Capital PartnershipWealth ManagerEurope
68.Ropes Wealth Advisors LLCWealth ManagerNorth America
69.East End AdvisorsWealth ManagerNorth America
70.Coldstream Wealth ManagementWealth ManagerNorth America
71.The Bollard GroupWealth ManagerNorth America
72.Southwestern Investment GroupWealth ManagerNorth America
73.National Asset ManagementWealth ManagerNorth America
74.Heritage Family ManagementWealth ManagerNorth America
75.Sequoia Financial Advisors, LLCWealth ManagerNorth America
76.Inflection Wealth ManagementWealth ManagerNorth America
77.PlancorpWealth ManagerNorth America
78.BailardWealth ManagerNorth America
79.F.L.Putnam Investment Management CompanyWealth ManagerNorth America
80.AdvicePeriodWealth ManagerNorth America
81.Alesco AdvisorsWealth ManagerNorth America
82.WMS PartnersWealth ManagerNorth America
83.WA Asset ManagementWealth ManagerNorth America
84.Pure Financial AdvisorsWealth ManagerNorth America
85.Waldron Private WealthWealth ManagerNorth America
86.Belvedere Asset ManagementWealth ManagerEurope
87.Wharton Business GroupWealth ManagerNorth America
88.Matter Family OfficeWealth ManagerNorth America
89.Roosevelt Investment Group, LLCWealth ManagerNorth America
90.Howland Capital ManagementWealth ManagerNorth America
91.Franklin Street Partners, IncWealth ManagerNorth America
92.Biltmore Family Office, LLCWealth ManagerNorth America
93.Keel Point CapitalWealth ManagerNorth America
94.Sage Financial GroupWealth ManagerNorth America
95.Snowden Lane PartnersWealth ManagerNorth America
96.Collaboration Capital ManagementWealth ManagerNorth America
97.Radnor Financial AdvisorsWealth ManagerNorth America
98.GenTrustWealth ManagerNorth America
99.Brouwer & JanachowskiWealth ManagerNorth America
100.ClearView WealthWealth ManagerAustralia and Pacific
 $2,944,715,020,578  

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