Largest RIA Firms in the U.S. by AUM
The 50 largest firms in the directory, ranked by regulatory assets under management. Data as of 2026-07-06.
Vanguard Group Inc
Malvern, PA
AUM $11.1T · 228 accounts
Fidelity Management & Research Company LLC
Boston, MA
AUM $5.7T · 37,227 accounts
Capital Research and Management Company
Los Angeles, CA
AUM $3.8T · 22,833 accounts
Pacific Investment Management Company LLC
Newport Beach, CA
AUM $3.7T · 2,835 accounts
J.P. Morgan Investment Management Inc.
New York, NY
AUM $3.5T · 132,150 accounts
Goldman Sachs Asset Management, L.P.
New York, NY
AUM $2.6T · 249,499 accounts
T. Rowe Price Associates, Inc.
Baltimore, MD
AUM $2.2T · 6,889 accounts
Morgan Stanley
Purchase, NY
AUM $2T · 2,703,720 accounts
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY
AUM $1.8T · 3,253,265 accounts
Geode Capital Management, LLC
Boston, MA
AUM $1.7T · 176 accounts
Charles Schwab Investment Management, Inc
San Francisco, CA
AUM $1.7T · 856,597 accounts
Blackrock Financial Management, Inc
New York, NY
AUM $1.6T · 2,283 accounts
Wellington Management Company LLP
Boston, MA
AUM $1.4T · 1,559 accounts
Ssga Funds Management, Inc.
Boston, MA
AUM $1.4T · 287 accounts
Strategic Advisers LLC
Boston, MA
AUM $1.4T · 2,973,512 accounts
Northern Trust Investments, Incorporated
Chicago, IL
AUM $1.2T · 41,027 accounts
Captrust
Raleigh, NC
AUM $1.2T · 146,777 accounts
Pgim, Inc.
Newark, NJ
AUM $1.1T · 938 accounts
Dimensional Fund Advisors LP
Austin, TX
AUM $1T · 2,319 accounts
Edward Jones
St. Louis, MO
AUM $1T · 5,630,517 accounts
Managed Account Advisors LLC
Jersey City, NJ
AUM $995B · 2,220,463 accounts
Invesco Capital Management LLC
Downers Grove, IL
AUM $941B · 444 accounts
UBS Financial Services Inc.
Weehawken, NJ
AUM $915.8B · 1,144,309 accounts
Mellon Investments Corporation
Pittsburgh, PA
AUM $873.9B · 3,942 accounts
Lpl Financial LLC
Fort Mill, SC
AUM $819.1B · 2,850,994 accounts
Alliancebernstein L.P.
Nashville, TN
AUM $763.4B · 75,956 accounts
Invesco Advisers, Inc.
Atlanta, GA
AUM $749.5B · 82,498 accounts
Millennium Management LLC
New York, NY
AUM $720.8B · 35 accounts
Apollo Capital Management, L.P.
New York, NY
AUM $718.5B · 803 accounts
Morgan Stanley Investment Management Inc.
New York, NY
AUM $702.2B · 22,803 accounts
Parametric Portfolio Associates
Seattle, WA
AUM $684.8B · 240,280 accounts
Blackrock Investment Management, LLC
Princeton, NJ
AUM $676.7B · 53,959 accounts
Wells Fargo Advisors
St. Louis, MO
AUM $671.4B · 1,324,168 accounts
Ameriprise Financial Services, LLC
Minneapolis, MN
AUM $660.5B · 2,424,045 accounts
Envestnet Pmc
Chicago, IL
AUM $614.9B · 2,241,364 accounts
Federated Investment Management Company
Pittsburgh, PA
AUM $590.1B · 71 accounts
UBS Asset Management (americas) LLC
New York, NY
AUM $588.2B · 433,784 accounts
Citadel Advisors LLC
Miami, FL
AUM $570.6B · 37 accounts
Metlife Investment Management, LLC
Whippany, NJ
AUM $563.8B · 805 accounts
Mfs Investment Management
Boston, MA
AUM $514.1B · 355 accounts
Franklin Advisers, Inc.
San Mateo, CA
AUM $509.5B · 25,018 accounts
Columbia Management Investment Advisers, LLC
Boston, MA
AUM $502.4B · 8,288 accounts
Raymond James & Associates, Inc.
St. Petersburg, FL
AUM $501B · 1,143,145 accounts
Allspring Global Investments, LLC
Charlotte, NC
AUM $475.8B · 11,055 accounts
J.P. Morgan Private Investments Inc.
New York, NY
AUM $470B · 1,278,255 accounts
Dodge & Cox
San Francisco, CA
AUM $466.6B · 740 accounts
Ares Management LLC
Los Angeles, CA
AUM $458.8B · 715 accounts
Teachers Advisors, LLC
New York, NY
AUM $436.3B · 133 accounts
J.P. Morgan Securities LLC
New York, NY
AUM $429.7B · 1,246,646 accounts
Principal Asset Management
Des Moines, IA
AUM $427.7B · 8,169 accounts
Browse RIA Firms by State
Alabama40Alaska18Arizona40Arkansas40California37Colorado40Connecticut40Delaware38Florida40Georgia40Hawaii30Idaho40Illinois39Indiana40Iowa40Kansas37Kentucky40Louisiana40Maine40Maryland37Massachusetts38Michigan40Minnesota34Mississippi40Missouri40Montana40Nebraska40Nevada40New Hampshire40New Jersey38New Mexico40New York39North Carolina40North Dakota27Ohio40Oklahoma40Oregon40Pennsylvania35Rhode Island40South Carolina40South Dakota30Tennessee39Texas39Utah40Vermont40Virginia40Washington40Washington D.C.38West Virginia27Wisconsin40Wyoming40
Notable Single Family Offices
Private offices managing the fortunes of the world's wealthiest families.
Excession LLC
Elon Musk · $650B
Walton Enterprises LLC
Sam Walton · $300B
Bayshore Global Management
Sergey Brin · $239B
Bezos Expeditions
Jeff Bezos · $230B
Cascade Investment LLC
Bill Gates · $170B
Lawrence Investments
Larry Ellison · $160B
Ballmer Group
Steve Ballmer · $150B
Mousse Partners
Alain & Gérard Wertheimer · $90B
Grupo Carso
Carlos Slim Helú · $80B
Delfin
Del Vecchio family · $60.5B
Fedesa
Ferrero family · $55B
Pontegadea Inversiones
Amancio Ortega · $55B
About this directory
Wealthmetrica's directory covers the top SEC-registered investment advisors per state by assets under management, sourced from SEC Form ADV filings and refreshed regularly. The full Wealthmetrica platform covers investment firms and contacts nationwide, with 13F holdings, private fund data, and brochure intelligence.