Top Investment Firms by AUM

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#FirmLocationAUMAdvisors
1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, NY $1,122.7B 4,020
2 CAPFINANCIAL PARTNERS, LLC RALEIGH, NC $845.8B 28
3 EDWARD D. JONES & CO., L.P. ST. LOUIS, MO $482.4B 1,940
4 MORGAN STANLEY SMITH BARNEY LLC PURCHASE, NY $453.6B 3,957
5 UBS FINANCIAL SERVICES INC. WEEHAWKEN, NJ $452.1B 833
6 AMERIPRISE FINANCIAL SERVICES, LLC MINNEAPOLIS, MN $269.7B 829
7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC SAINT PETERSBURG, FL $218.3B 7
8 CAMBRIDGE ASSOCIATES, LLC BOSTON, MA $212.4B 0
9 SAGEVIEW ADVISORY GROUP, LLC NEWPORT BEACH, CA $201.3B 1
10 VANGUARD ADVISERS, INC. MALVERN, PA $192.7B 0
11 WELLS FARGO CLEARING SERVICES, LLC ST. LOUIS, MO $180.7B 1,064
12 GALLAGHER FIDUCIARY ADVISORS, LLC ROLLING MEADOWS, IL $168.1B 0
13 BLACKROCK INVESTMENT MANAGEMENT, LLC PRINCETON, NJ $132.3B 0
14 RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, FL $122.3B 622
15 GC ADVISORS LLC CHICAGO, IL $108.9B 0
16 GLOBAL RETIREMENT PARTNERS LLC SAN RAFAEL, CA $104.9B 7
17 BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC NEW YORK, NY $92.0B 0
18 ONEDIGITAL INVESTMENT ADVISORS LLC OVERLAND PARK, KS $92.0B 8
19 ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, WI $91.8B 450
20 WEALTHSPIRE RETIREMENT, LLC ALISO VIEJO, CA $89.1B 5
21 WELLINGTON MANAGEMENT COMPANY LLP BOSTON, MA $89.0B 0
22 APG ASSET MANAGEMENT US, INC NEW YORK, NY $83.1B 0
23 RBC CAPITAL MARKETS, LLC NEW YORK, NY $75.1B 392
24 CARLYLE INVESTMENT MANAGEMENT L.L.C. WASHINGTON, DC $74.4B 0
25 OSAIC WEALTH, INC. SCOTTSDALE, AZ $68.1B 581
26 ALM FIRST FINANCIAL ADVISORS LLC DALLAS, TX $67.1B 0
27 GOLDMAN SACHS ASSET MANAGEMENT, L.P. NEW YORK, NY $66.9B 0
28 FIRST TRUST ADVISORS LP WHEATON, IL $66.4B 0
29 IFM INVESTORS PTY LTD Location not disclosed $65.2B 0
30 STIFEL, NICOLAUS & COMPANY, INCORPORATED ST LOUIS, MO $63.5B 305
31 J.P. MORGAN SECURITIES LLC NEW YORK, NY $63.3B 2,802
32 TIAA-CREF TUITION FINANCING, INC. NEW YORK, NY $60.8B 0
33 J.P. MORGAN PRIVATE INVESTMENTS INC. NEW YORK, NY $52.9B 0
34 FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC NEW YORK, NY $52.5B 0
35 CUSOURCE, LLC PLANO, TX $49.2B 0
36 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC ST. LOUIS, MO $48.7B 171
37 USI ADVISORS, INC. GLASTONBURY, CT $47.1B 4
38 CLEARBRIDGE INVESTMENTS, LLC NEW YORK, NY $43.3B 0
39 STRATEGIC ADVISERS LLC BOSTON, MA $40.4B 3
40 PARAMETRIC PORTFOLIO ASSOCIATES LLC SEATTLE, WA $39.5B 0
41 PATHSTONE FAMILY OFFICE, LLC ENGLEWOOD, NJ $37.8B 5
42 CONCORD ADVISORY GROUP LTD PRINCETON, NJ $37.6B 0
43 MML INVESTORS SERVICES, LLC SPRINGFIELD, MA $36.9B 405
44 JANNEY MONTGOMERY SCOTT LLC PHILADELPHIA, PA $36.4B 96
45 CETERA INVESTMENT ADVISERS LLC SCHAUMBURG, IL $36.1B 7
46 IFM INVESTORS (US) ADVISOR, LLC NEW YORK, NY $35.7B 0
47 BC PARTNERS PE L.P. NEW YORK, NY $35.3B 0
48 FOCUS PARTNERS WEALTH, LLC ST. LOUIS, MO $33.6B 55
49 COPENHAGEN INFRASTRUCTURE PARTNERS INC. NEW YORK, NY $33.6B 0
50 EQT PARTNERS INC. NEW YORK, NY $33.6B 0