Top 10 Advisor Firms by State

See the 10 largest firms by reported assets under management in each of the six states with the most public profiles. Firm names link directly to their public profile.

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Largest state markets

Top firms by assets under management

The six states with the most public profiles, with each state's 10 largest firms ranked by reported AUM.

California

#	Firm	AUM
1	EDELMAN FINANCIAL ENGINES Santa Clara, CA	$326.3B
2	GLOBAL RETIREMENT PARTNERS LLC San Rafael, CA	$169.6B
3	APERIO GROUP, LLC Sausalito, CA	$152.1B
4	ASSETMARK, INC. Concord, CA	$91.8B
5	IEQ CAPITAL, LLC Foster City, CA	$56.8B
6	WEALTHFRONT ADVISERS LLC Palo Alto, CA	$55.2B
7	BEACON POINTE ADVISORS, LLC Newport Beach, CA	$54.9B
8	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. Los Angeles, CA	$48.4B
9	CANTERBURY CONSULTING INCORPORATED Newport Beach, CA	$45.9B
10	EP WEALTH ADVISORS Torrance, CA	$45.1B

Texas

#	Firm	AUM
1	FISHER INVESTMENTS Plano, TX	$386.7B
2	KESTRA ADVISORY SERVICES, LLC Austin, TX	$79.8B
3	VALIC FINANCIAL ADVISORS, INC. Houston, TX	$29.2B
4	SAGE ADVISORY SERVICES LTD CO Austin, TX	$28.4B
5	UNITED CAPITAL FINANCIAL ADVISORS Irving, TX	$24.6B
6	FIRST COMMAND ADVISORY SERVICES Fort Worth, TX	$24.4B
7	PROSPERA FINANCIAL SERVICES, INC. Dallas, TX	$14.4B
8	KESTRA PRIVATE WEALTH SERVICES, LLC Austin, TX	$13.5B
9	SAROFIM TRUST CO Houston, TX	$13B
10	HUB INVESTMENT PARTNERS, LLC Austin, TX	$11.9B

Florida

#	Firm	AUM
1	RAYMOND JAMES & ASSOCIATES, INC. St. Petersburg, FL	$501B
2	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC Saint Petersburg, FL	$390B
3	CORIENT Miami, FL	$165.3B
4	SANCTUARY ADVISORS, LLC Miami, FL	$34.9B
5	STONEHAGE FLEMING Miami, FL	$23.8B
6	WE FAMILY OFFICES Coral Gables, FL	$17.8B
7	CAPITAL WEALTH PLANNING, LLC Naples, FL	$17.2B
8	INDEPENDENT FINANCIAL PARTNERS Tampa, FL	$16.3B
9	CONCURRENT INVESTMENT ADVISORS, LLC Tampa, FL	$15.7B
10	CV ADVISORS LLC Aventura, FL	$15.1B

New York

#	Firm	AUM
1	MORGAN STANLEY Purchase, NY	$2T
2	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED New York, NY	$1.8T
3	J.P. MORGAN PRIVATE INVESTMENTS INC. New York, NY	$470B
4	J.P. MORGAN SECURITIES LLC New York, NY	$429.7B
5	RBC CAPITAL MARKETS, LLC New York, NY	$310.4B
6	CERITY PARTNERS LLC New York, NY	$161.7B
7	FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC New York, NY	$139.9B
8	ROCKEFELLER FINANCIAL LLC New York, NY	$99.6B
9	RBC ROCHDALE, LLC New York, NY	$73B
10	BETTERMENT New York, NY	$69.5B

Pennsylvania

#	Firm	AUM
1	ENVESTNET PMC Berwyn, PA	$614.9B
2	VANGUARD ADVISERS, INC. Malvern, PA	$344.6B
3	JANNEY MONTGOMERY SCOTT LLC Philadelphia, PA	$110.1B
4	CLARK CAPITAL MANAGEMENT GROUP INC Philadelphia, PA	$35.7B
5	PNC WEALTH MANAGEMENT LLC Pittsburgh, PA	$30.3B
6	LINCOLN INVESTMENT Fort Washington, PA	$22B
7	ENVESTNET PORTFOLIO SOLUTIONS, INC. Berwyn, PA	$17.3B
8	MYCIO WEALTH PARTNERS, LLC Philadelphia, PA	$15.8B
9	CONRAD SIEGEL INVESTMENT ADVISORS Harrisburg, PA	$12.1B
10	QRG CAPITAL MANAGEMENT, INC. Berwyn, PA	$11.4B

Illinois

#	Firm	AUM
1	CETERA INVESTMENT ADVISERS LLC Schaumburg, IL	$256.8B
2	HIGHTOWER ADVISORS, LLC Chicago, IL	$198.6B
3	GALLAGHER FIDUCIARY ADVISORS, LLC Rolling Meadows, IL	$194.8B
4	WEALTHSPIRE INSTITUTIONAL, LLC Chicago, IL	$97.5B
5	MORNINGSTAR INVESTMENT MANAGEMENT LLC Chicago, IL	$87.8B
6	CRESSET ASSET MANAGEMENT, LLC Chicago, IL	$78.9B
7	CIBC PRIVATE WEALTH ADVISORS, INC. Chicago, IL	$67.8B
8	WILLIAM BLAIR Chicago, IL	$64.3B
9	SAVANT WEALTH MANAGEMENT Rockford, IL	$55.6B
10	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. Chicago, IL	$50.4B

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