Top 100 Wealth Manager Managers by Managed AUM

SWFI Comparison

Rankings by Total Managed AUM

RankProfileManaged AUMTypeRegion
1.CAPTRUST Financial Advisors$450,010,000,000Wealth ManagerNorth America
2.Edelman Financial Engines$260,100,000,000Wealth 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.Global Retirement Partners$77,817,090,000Wealth ManagerNorth America
8.Brewin Dolphin$63,290,300,000Wealth ManagerEurope
9.ICONIQ Capital$60,542,000,000Wealth ManagerNorth America
10.Chevy Chase Trust Company$35,867,217,775Wealth ManagerNorth America
11.Mariner Wealth AdvisorsWealth ManagerNorth America
12.AssetMarkWealth ManagerNorth America
13.Just GroupWealth ManagerEurope
14.Moneta GroupWealth ManagerNorth America
15.Cerity PartnersWealth ManagerNorth America
16.Rockefeller Capital ManagementWealth ManagerNorth America
17.Comprehensive Financial ManagementWealth ManagerNorth America
18.Stonehage Fleming Family & PartnersWealth ManagerEurope
19.BBR PartnersWealth ManagerNorth America
20.Pathstone Family OfficeWealth ManagerNorth America
21.Summit Rock AdvisorsWealth ManagerNorth America
22.1919 Investment CounselWealth ManagerNorth America
23.Tiedemann AdvisorsWealth ManagerNorth America
24.Gopher Asset ManagementWealth ManagerAsia
25.Whittier TrustWealth ManagerNorth America
26.Bahl & GaynorWealth ManagerNorth America
27.Plante Moran Financial Advisors, Ltd PartnershipWealth ManagerNorth America
28.Wellington-Altus FinancialWealth ManagerNorth America
29.Johnson Investment Counsel, Inc.Wealth ManagerNorth America
30.Carson Wealth Management GroupWealth ManagerNorth America
31.Ehrenkranz PartnersWealth ManagerNorth America
32.Oxford Financial GroupWealth ManagerNorth America
33.LeafHouse FinancialWealth ManagerNorth America
34.Beacon Pointe AdvisorsWealth ManagerNorth America
35.Financial Counselors, Inc.Wealth ManagerNorth America
36.Cresset Capital ManagementWealth ManagerNorth America
37.EP Wealth AdvisorsWealth ManagerNorth America
38.IEQ CapitalWealth ManagerNorth America
39.WE Family OfficesWealth ManagerNorth America
40.Williams Jones Wealth ManagementWealth ManagerNorth America
41.Homrich BergWealth ManagerNorth America
42.Ballentine PartnersWealth ManagerNorth America
43.Great Lakes Advisors, Inc.Wealth ManagerNorth America
44.G.W. & Wade, Inc.Wealth ManagerNorth America
45.Mill Creek Capital AdvisorsWealth ManagerNorth America
46.Signature Family Wealth AdvisorsWealth ManagerNorth America
47.Kaspick & CompanyWealth ManagerNorth America
48.Taaleri PlcWealth ManagerEurope
49.Kornitzer Capital Management Inc.Wealth ManagerNorth America
50.Ropes Wealth Advisors LLCWealth ManagerNorth America
51.East End AdvisorsWealth ManagerNorth America
52.Coldstream Wealth ManagementWealth ManagerNorth America
53.The Bollard GroupWealth ManagerNorth America
54.Heritage Family ManagementWealth ManagerNorth America
55.Sequoia Financial Advisors, LLCWealth ManagerNorth America
56.Inflection Wealth ManagementWealth ManagerNorth America
57.PlancorpWealth ManagerNorth America
58.BailardWealth ManagerNorth America
59.AdvicePeriodWealth ManagerNorth America
60.WMS PartnersWealth ManagerNorth America
61.Waldron Private WealthWealth ManagerNorth America
62.Wharton Business GroupWealth ManagerNorth America
63.Matter Family OfficeWealth ManagerNorth America
64.Roosevelt Investment Group, LLCWealth ManagerNorth America
65.Franklin Street Partners, IncWealth ManagerNorth America
66.Biltmore Family Office, LLCWealth ManagerNorth America
67.Keel Point CapitalWealth ManagerNorth America
68.Sage Financial GroupWealth ManagerNorth America
69.Collaboration Capital ManagementWealth ManagerNorth America
70.Radnor Financial AdvisorsWealth ManagerNorth America
71.GenTrustWealth ManagerNorth America
72.Brouwer & JanachowskiWealth ManagerNorth America
73.ClearView WealthWealth ManagerAustralia and Pacific
74.BDO Wealth AdvisorsWealth ManagerNorth America
75.NewEdge Wealth, LLCWealth ManagerNorth America
76.Raffles Family OfficeWealth ManagerAsia
77.Gibson CapitalWealth ManagerNorth America
78.Ancora GroupWealth ManagerNorth America
79.Parcion Private WealthWealth ManagerNorth America
80.Beirne Wealth ConsultingWealth ManagerNorth America
81.Polaris Wealth AdvisersWealth ManagerNorth America
82.Ritholtz Wealth Management LLCWealth ManagerNorth America
83.ArchPoint InvestorsWealth ManagerNorth America
84.LGL PartnersWealth ManagerNorth America
85.Veris Wealth PartnersWealth ManagerNorth America
86.Tom Johnson Investment ManagementWealth ManagerNorth America
87.WealthSource PartnersWealth ManagerNorth America
88.BSW Wealth PartnersWealth ManagerNorth America
89.Arete Wealth ManagementWealth ManagerNorth America
90.Enso Wealth ManagementWealth ManagerNorth America
91.Domani WealthWealth ManagerNorth America
92.1900 Wealth ManagementWealth ManagerNorth America
93.RKL Wealth ManagementWealth ManagerNorth America
94.View Capital AdvisorsWealth ManagerNorth America
95.Round Table Wealth ManagementWealth ManagerNorth America
96.Vernal Point Advisors LLCWealth ManagerNorth America
97.Archford Capital StrategiesWealth ManagerNorth America
98.FMP Wealth AdvisersWealth ManagerNorth America
99.Ferris Capital, LLCWealth ManagerNorth America
100.180 Wealth AdvisorsWealth ManagerNorth America
 $2,421,553,537,234  

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