Top 100 Wealth Manager Managers by Managed AUM

SWFI deals

Rankings by Total Managed AUM

RankProfileManaged AUMTypeRegion
1.Turtle Creek Asset Management$4,100,000,000,000Wealth ManagerNorth America
2.FNZ Group$1,500,000,000,000Wealth ManagerEurope
3.Edward Jones$593,126,816,828Wealth ManagerNorth America
4.Creative Planning, Inc$245,000,000,000Wealth ManagerNorth America
5.Edelman Financial Engines$241,000,000,000Wealth ManagerNorth America
6.CI Financial$238,636,000,000Wealth ManagerNorth America
7.Insignia Financial$204,573,330,000Wealth ManagerAustralia and Pacific
8.St. James's Place$193,870,000,000Wealth ManagerEurope
9.Quilter plc$175,329,000,000Wealth ManagerEurope
10.SageView Advisory Group$156,399,419,714Wealth ManagerNorth America
11.Commonwealth Financial NetworkWealth ManagerNorth America
12.HighTower AdvisorsWealth ManagerNorth America
13.Acadia ManagementWealth ManagerNorth America
14.Rathbone BrothersWealth ManagerEurope
15.ICONIQ CapitalWealth ManagerNorth America
16.Mariner Wealth AdvisorsWealth ManagerNorth America
17.Brewin DolphinWealth ManagerEurope
18.AssetMarkWealth ManagerNorth America
19.Cerity PartnersWealth ManagerNorth America
20.Mercer Global AdvisorsWealth ManagerNorth America
21.Rockefeller Capital ManagementWealth ManagerNorth America
22.Chevy Chase Trust CompanyWealth ManagerNorth America
23.Just GroupWealth ManagerEurope
24.Moneta GroupWealth ManagerNorth America
25.SCS FinancialWealth ManagerNorth America
26.Royal Alliance AssociatesWealth ManagerNorth America
27.CAPTRUST Financial AdvisorsWealth ManagerNorth America
28.Pathstone Family OfficeWealth ManagerNorth America
29.Wealth Enhancement GroupWealth ManagerNorth America
30.BBR PartnersWealth ManagerNorth America
31.Beacon Pointe AdvisorsWealth ManagerNorth America
32.Rockefeller & Co., Inc.Wealth ManagerNorth America
33.Tiedemann AdvisorsWealth ManagerNorth America
34.Clark Capital Management GroupWealth ManagerNorth America
35.Stonehage Fleming Family & PartnersWealth ManagerEurope
36.Buckingham Wealth PartnersWealth ManagerNorth America
37.1919 Investment CounselWealth ManagerNorth America
38.Summit Rock AdvisorsWealth ManagerNorth America
39.The Colony GroupWealth ManagerNorth America
40.Plante Moran Financial Advisors, Ltd PartnershipWealth ManagerNorth America
41.IEQ CapitalWealth ManagerNorth America
42.Gopher Asset ManagementWealth ManagerAsia
43.Matson MoneyWealth ManagerNorth America
44.Bahl & GaynorWealth ManagerNorth America
45.Whittier TrustWealth ManagerNorth America
46.Prime Capital Investment AdvisorsWealth ManagerNorth America
47.Ehrenkranz PartnersWealth ManagerNorth America
48.Comprehensive Financial ManagementWealth ManagerNorth America
49.Johnson Investment Counsel, Inc.Wealth ManagerNorth America
50.Sanctuary AdvisorsWealth ManagerNorth America
51.Wellington-Altus FinancialWealth ManagerNorth America
52.MAI Capital ManagementWealth ManagerNorth America
53.Placemark Investments, Inc.Wealth ManagerNorth America
54.Oxford Financial GroupWealth ManagerNorth America
55.Sequoia Financial Advisors, LLCWealth ManagerNorth America
56.Great Lakes Advisors, Inc.Wealth ManagerNorth America
57.Belle Haven InvestmentsWealth ManagerNorth America
58.Carson Wealth Management GroupWealth ManagerNorth America
59.Summit Trail AdvisorsWealth ManagerNorth America
60.Wealthspire AdvisorsWealth ManagerNorth America
61.LeafHouse FinancialWealth ManagerNorth America
62.Madison Investment HoldingsWealth ManagerNorth America
63.Homrich BergWealth ManagerNorth America
64.Ascot Lloyd Financial ServicesWealth ManagerEurope
65.Lido AdvisorsWealth ManagerNorth America
66.Financial Counselors, Inc.Wealth ManagerNorth America
67.1875 FinanceWealth ManagerEurope
68.Choreo, LLCWealth ManagerNorth America
69.WE Family OfficesWealth ManagerNorth America
70.Cresset Capital ManagementWealth ManagerNorth America
71.EP Wealth AdvisorsWealth ManagerNorth America
72.Nicola Wealth ManagementWealth ManagerNorth America
73.ASK Investment ManagersWealth ManagerAsia
74.Stratos Wealth PartnersWealth ManagerNorth America
75.Gresham PartnersWealth ManagerNorth America
76.Williams Jones Wealth ManagementWealth ManagerNorth America
77.Ballentine PartnersWealth ManagerNorth America
78.G.W. & Wade, Inc.Wealth ManagerNorth America
79.The Mather GroupWealth ManagerNorth America
80.CV AdvisorsWealth ManagerNorth America
81.Forvis Wealth AdvisorsWealth ManagerNorth America
82.Mill Creek Capital AdvisorsWealth ManagerNorth America
83.Conrad Siegel Investment Advisors IncWealth ManagerNorth America
84.GeoWealth ManagementWealth ManagerNorth America
85.Taaleri PlcWealth ManagerEurope
86.Kaspick & CompanyWealth ManagerNorth America
87.The Capital PartnershipWealth ManagerEurope
88.Coldstream Wealth ManagementWealth ManagerNorth America
89.NewEdge Wealth, LLCWealth ManagerNorth America
90.Modera Wealth ManagementWealth ManagerNorth America
91.Signature Family Wealth AdvisorsWealth ManagerNorth America
92.Ropes Wealth Advisors LLCWealth ManagerNorth America
93.Arbor Point AdvisorsWealth ManagerNorth America
94.Kornitzer Capital Management Inc.Wealth ManagerNorth America
95.RMB Capital ManagementWealth ManagerNorth America
96.Concurrent AdvisorsWealth ManagerNorth America
97.Altair Advisers LLCWealth ManagerNorth America
98.National Asset ManagementWealth ManagerNorth America
99.East End AdvisorsWealth ManagerNorth America
100.Heritage Family ManagementWealth ManagerNorth America
 $9,605,681,600,122  

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