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.FNZ Group$1,500,000,000,000Wealth ManagerEurope
3.CAPTRUST Financial Advisors$450,010,000,000Wealth ManagerNorth America
4.Edelman Financial Engines$260,099,997,696Wealth ManagerNorth America
5.CI Financial$238,636,000,000Wealth ManagerNorth America
6.Insignia Financial$227,044,350,000Wealth ManagerAustralia and Pacific
7.St. James's Place$193,870,000,000Wealth ManagerEurope
8.Quilter plc$175,329,000,000Wealth ManagerEurope
9.Commonwealth Financial Network$161,852,722,626Wealth ManagerNorth America
10.HighTower Advisors$103,620,351,000Wealth ManagerNorth America
11.SageView Advisory GroupWealth ManagerNorth America
12.Creative Planning, IncWealth ManagerNorth America
13.Rockefeller Capital ManagementWealth ManagerNorth America
14.ICONIQ CapitalWealth ManagerNorth America
15.Rathbone BrothersWealth ManagerEurope
16.Global Retirement PartnersWealth ManagerNorth America
17.Brewin DolphinWealth ManagerEurope
18.Cerity PartnersWealth ManagerNorth America
19.Mercer Global AdvisorsWealth ManagerNorth America
20.Chevy Chase Trust CompanyWealth ManagerNorth America
21.Mariner Wealth AdvisorsWealth ManagerNorth America
22.AssetMarkWealth ManagerNorth America
23.Just GroupWealth ManagerEurope
24.Pathstone Family OfficeWealth ManagerNorth America
25.Royal Alliance AssociatesWealth ManagerNorth America
26.Moneta GroupWealth ManagerNorth America
27.Wealth Enhancement GroupWealth ManagerNorth America
28.Clark Capital Management GroupWealth ManagerNorth America
29.Comprehensive Financial ManagementWealth ManagerNorth America
30.Stonehage Fleming Family & PartnersWealth ManagerEurope
31.Buckingham Wealth PartnersWealth ManagerNorth America
32.BBR PartnersWealth ManagerNorth America
33.Summit Rock AdvisorsWealth ManagerNorth America
34.1919 Investment CounselWealth ManagerNorth America
35.Johnson Investment Counsel, Inc.Wealth ManagerNorth America
36.Tiedemann AdvisorsWealth ManagerNorth America
37.Plante Moran Financial Advisors, Ltd PartnershipWealth ManagerNorth America
38.Gopher Asset ManagementWealth ManagerAsia
39.Bahl & GaynorWealth ManagerNorth America
40.IEQ CapitalWealth ManagerNorth America
41.Whittier TrustWealth ManagerNorth America
42.Ehrenkranz PartnersWealth ManagerNorth America
43.Matson MoneyWealth ManagerNorth America
44.Wellington-Altus FinancialWealth ManagerNorth America
45.Belle Haven InvestmentsWealth ManagerNorth America
46.LeafHouse FinancialWealth ManagerNorth America
47.Carson Wealth Management GroupWealth ManagerNorth America
48.Oxford Financial GroupWealth ManagerNorth America
49.Summit Trail AdvisorsWealth ManagerNorth America
50.Wealthspire AdvisorsWealth ManagerNorth America
51.CV AdvisorsWealth ManagerNorth America
52.Madison Investment HoldingsWealth ManagerNorth America
53.WE Family OfficesWealth ManagerNorth America
54.Ascot Lloyd Financial ServicesWealth ManagerEurope
55.Beacon Pointe AdvisorsWealth ManagerNorth America
56.Financial Counselors, Inc.Wealth ManagerNorth America
57.1875 FinanceWealth ManagerEurope
58.MAI Capital ManagementWealth ManagerNorth America
59.Sanctuary AdvisorsWealth ManagerNorth America
60.Choreo, LLCWealth ManagerNorth America
61.Cresset Capital ManagementWealth ManagerNorth America
62.EP Wealth AdvisorsWealth ManagerNorth America
63.Lido AdvisorsWealth ManagerNorth America
64.Nicola Wealth ManagementWealth ManagerNorth America
65.ASK Investment ManagersWealth ManagerAsia
66.Great Lakes Advisors, Inc.Wealth ManagerNorth America
67.The Mather GroupWealth ManagerNorth America
68.Gresham PartnersWealth ManagerNorth America
69.Mill Creek Capital AdvisorsWealth ManagerNorth America
70.Williams Jones Wealth ManagementWealth ManagerNorth America
71.Arbor Point AdvisorsWealth ManagerNorth America
72.Homrich BergWealth ManagerNorth America
73.Ballentine PartnersWealth ManagerNorth America
74.G.W. & Wade, Inc.Wealth ManagerNorth America
75.Conrad Siegel Investment Advisors IncWealth ManagerNorth America
76.RMB Capital ManagementWealth ManagerNorth America
77.Forvis Wealth AdvisorsWealth ManagerNorth America
78.Signature Family Wealth AdvisorsWealth ManagerNorth America
79.Kaspick & CompanyWealth ManagerNorth America
80.Ropes Wealth Advisors LLCWealth ManagerNorth America
81.Taaleri PlcWealth ManagerEurope
82.Kornitzer Capital Management Inc.Wealth ManagerNorth America
83.Coldstream Wealth ManagementWealth ManagerNorth America
84.The Capital PartnershipWealth ManagerEurope
85.Modera Wealth ManagementWealth ManagerNorth America
86.East End AdvisorsWealth ManagerNorth America
87.Sepio CapitalWealth ManagerNorth America
88.The Bollard GroupWealth ManagerNorth America
89.Southwestern Investment GroupWealth ManagerNorth America
90.National Asset ManagementWealth ManagerNorth America
91.Heritage Family ManagementWealth ManagerNorth America
92.Sequoia Financial Advisors, LLCWealth ManagerNorth America
93.Inflection Wealth ManagementWealth ManagerNorth America
94.PlancorpWealth ManagerNorth America
95.Douglass Winthrop AdvisorsWealth ManagerNorth America
96.BailardWealth ManagerNorth America
97.Laird Norton Wealth ManagementWealth ManagerNorth America
98.TruepointWealth ManagerNorth America
99.F.L.Putnam Investment Management CompanyWealth ManagerNorth America
100.AdvicePeriodWealth ManagerNorth America
 $6,791,990,377,502  

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