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    Largest firms

    50 largest advisor firms by reported AUM

    Explore direct profiles for the largest registered investment advisor firms in the public directory, ranked by reported total assets under management. Filing dates vary by firm, so figures are provided for comparison and may not represent the same reporting period.

    1. 1 MORGAN STANLEY Purchase, NY $2T
    2. 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED New York, NY $1.8T
    3. 3 STRATEGIC ADVISERS LLC Boston, MA $1.4T
    4. 4 CAPTRUST Raleigh, NC $1.2T
    5. 5 EDWARD JONES St. Louis, MO $1T
    6. 6 MANAGED ACCOUNT ADVISORS LLC Jersey City, NJ $995B
    7. 7 UBS FINANCIAL SERVICES INC. Weehawken, NJ $915.8B
    8. 8 LPL FINANCIAL LLC Fort Mill, SC $819.1B
    9. 9 PARAMETRIC PORTFOLIO ASSOCIATES Seattle, WA $684.8B
    10. 10 WELLS FARGO CLEARING SERVICES, LLC St. Louis, MO $671.4B
    11. 11 AMERIPRISE FINANCIAL SERVICES, LLC Minneapolis, MN $660.5B
    12. 12 ENVESTNET PMC Berwyn, PA $614.9B
    13. 13 RAYMOND JAMES & ASSOCIATES, INC. St. Petersburg, FL $501B
    14. 14 J.P. MORGAN PRIVATE INVESTMENTS INC. New York, NY $470B
    15. 15 J.P. MORGAN SECURITIES LLC New York, NY $429.7B
    16. 16 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC Saint Petersburg, FL $390B
    17. 17 FISHER INVESTMENTS Plano, TX $386.7B
    18. 18 VANGUARD ADVISERS, INC. Malvern, PA $344.6B
    19. 19 NISA INVESTMENT ADVISORS, LLC St. Louis, MO $343.9B
    20. 20 EDELMAN FINANCIAL ENGINES Santa Clara, CA $326.3B
    21. 21 RBC CAPITAL MARKETS, LLC New York, NY $310.4B
    22. 22 CREATIVE PLANNING Overland Park, KS $295.6B
    23. 23 CETERA INVESTMENT ADVISERS LLC Schaumburg, IL $256.8B
    24. 24 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC St. Louis, MO $252.3B
    25. 25 OSAIC WEALTH, INC. Scottsdale, AZ $234.9B
    26. 26 COMMONWEALTH FINANCIAL NETWORK Waltham, MA $212.7B
    27. 27 HIGHTOWER ADVISORS, LLC Chicago, IL $198.6B
    28. 28 STIFEL, NICOLAUS & COMPANY, INCORPORATED St. Louis, MO $197.5B
    29. 29 EMPOWER ADVISORY GROUP, LLC Greenwood Village, CO $195.4B
    30. 30 GALLAGHER FIDUCIARY ADVISORS, LLC Rolling Meadows, IL $194.8B
    31. 31 FOCUS PARTNERS WEALTH, LLC St. Louis, MO $181.9B
    32. 32 GLOBAL RETIREMENT PARTNERS LLC San Rafael, CA $169.6B
    33. 33 CORIENT Miami, FL $165.3B
    34. 34 CERITY PARTNERS LLC New York, NY $161.7B
    35. 35 ONEDIGITAL Overland Park, KS $155.4B
    36. 36 NEPC, LLC Boston, MA $152.7B
    37. 37 APERIO GROUP, LLC Sausalito, CA $152.1B
    38. 38 FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC New York, NY $139.9B
    39. 39 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Fairfield, IA $138.7B
    40. 40 MARINER Overland Park, KS $125.4B
    41. 41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Plymouth, MN $122.2B
    42. 42 MML INVESTORS SERVICES, LLC Springfield, MA $115.6B
    43. 43 PATHSTONE Englewood, NJ $110.3B
    44. 44 JANNEY MONTGOMERY SCOTT LLC Philadelphia, PA $110.1B
    45. 45 NATIXIS ADVISORS, LLC Boston, MA $108.7B
    46. 46 ROCKEFELLER FINANCIAL LLC New York, NY $99.6B
    47. 47 FIDUCIENT ADVISORS LLC Chicago, IL $97.5B
    48. 48 ASSETMARK, INC. Concord, CA $91.8B
    49. 49 MORNINGSTAR INVESTMENT MANAGEMENT LLC Chicago, IL $87.8B
    50. 50 MERCER GLOBAL ADVISORS INC. Denver, CO $84.4B

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