RIA & Financial Advisor Directory

    Explore 1,973 of the largest SEC-registered investment advisory firms in the United States, representing $113.2T in assets under management. Profiles are built from SEC Form ADV filings — AUM, accounts, registration status, fee structures, and more.

    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

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    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 43,000+ investment firms and 640,000+ contacts, with 13F holdings, private fund data, and brochure intelligence.

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