AdvisorGrade

RIA Directory

Browse registered investment adviser firms built from public SEC Form ADV data. Search by firm name, city, or investment strategy.

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Showing the largest 60 firms by AUM — search by name, city, or state to narrow

Fidelity Management & Research Company LLC

Boston, MA · Est. 1971

NationalInternational
Fee-based
AUM
$5.7T
Per adviser
$7.6B
Advisers
744

Blackrock Fund Advisors

San Francisco, CA · Est. 1984

NationalInternational
Fee-only
AUM
$4.3T
Per adviser
$35.1B
Advisers
122

No reported disclosures

Capital Research And Management Company

Los Angeles, CA · Est. 1971

NationalInternational
Fee-only
AUM
$3.8T
Per adviser
$9.6B
Advisers
393

No reported disclosures

Pacific Investment Management Company LLC

Newport Beach, CA · Est. 1994

NationalInternational
Fee-only
AUM
$3.7T
Per adviser
$5.8B
Advisers
628

J.P. Morgan Investment Management INC.

New York, NY · Est. 1984

NationalInternational
Fee-based
AUM
$3.5T
Per adviser
$1.6B
Advisers
2,260

Goldman Sachs Asset Management, L.P.

New York, NY · Est. 1990

NationalInternational
Fee-based
AUM
$2.6T
Per adviser
$1.9B
Advisers
1,379

T. Rowe Price Associates, INC.

Baltimore, MD · Est. 1947

NationalInternational
Fee-only
AUM
$2.2T
Per adviser
$4.0B
Advisers
545

No reported disclosures

Morgan Stanley

Purchase, NY · Est. 2009

NationalInternational
Fee-based
AUM
$2.0T
Per adviser
$151M
Advisers
13,000

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY · Est. 1978

NationalInternational
Fee-based
AUM
$1.8T
Per adviser
$69M
Advisers
25,721

No reported disclosures

Geode Capital Management, LLC

Boston, MA · Est. 2002

NationalInternational
Fee-based
AUM
$1.7T
Per adviser
$46.9B
Advisers
37

No reported disclosures

Charles Schwab Investment Management, INC

San Francisco, CA · Est. 1990

NationalInternational
Fee-based
AUM
$1.7T
Per adviser
$9.8B
Advisers
175

Blackrock Financial Management, INC

New York, NY · Est. 1995

NationalInternational
Fee-based
AUM
$1.6T
Per adviser
$1.8B
Advisers
889

No reported disclosures

Wellington Management Company LLP

Boston, MA · Est. 1979

4.3(7)NationalInternational
Fee-based
AUM
$1.4T
Per adviser
$2.9B
Advisers
497

Ssga Funds Management, INC.

Boston, MA · Est. 2001

NationalInternational
Fee-only
AUM
$1.4T
Per adviser
$6.5B
Advisers
220

Northern Trust Investments, Incorporated

Chicago, IL · Est. 1988

NationalInternational
Fee-based
AUM
$1.2T
Per adviser
$5.7B
Advisers
219

Captrust

Raleigh, NC · Est. 2003

NationalInternational
Fee-based
AUM
$1.2T
Per adviser
$1.4B
Advisers
885

No reported disclosures

Pgim, INC.

Newark, NJ · Est. 1984

5.0(2)NationalInternational
Fee-based
AUM
$1.1T
Per adviser
$838M
Advisers
1,350

No reported disclosures

Blackrock Advisors, LLC

New York, NY · Est. 1994

NationalInternational
Fee-only
AUM
$1.1T
Per adviser
$8.0B
Advisers
137

No reported disclosures

Dimensional Fund Advisors LP

Austin, TX · Est. 1981

4.4(7)NationalInternational
Fee-only
AUM
$1.0T
Per adviser
$2.8B
Advisers
367

No reported disclosures

Edward Jones

St. Louis, MO · Est. 1963

NationalInternational
Fee-based
AUM
$1.0T
Per adviser
$50M
Advisers
20,304

Managed Account Advisors LLC

Jersey City, NJ · Est. 2007

NationalInternational
Fee-only
AUM
$995.0B
Per adviser
$39.8B
Advisers
25

No reported disclosures

Invesco Capital Management LLC

Downers Grove, IL · Est. 2003

NationalInternational
Fee-only
AUM
$941.0B
Per adviser
$24.1B
Advisers
39

No reported disclosures

Ubs Financial Services INC.

Weehawken, NJ · Est. 1971

NationalInternational
Fee-based
AUM
$915.8B
Per adviser
$100M
Advisers
9,149

Mellon Investments Corporation

Pittsburgh, PA · Est. 1983

NationalInternational
Fee-based
AUM
$873.9B
Per adviser
$14.3B
Advisers
61

No reported disclosures

Lpl Financial LLC

Fort Mill, SC · Est. 1975

NationalInternational
Fee-based
AUM
$819.1B
Per adviser
$23M
Advisers
36,280

Alliancebernstein L.P.

Nashville, TN · Est. 1999

NationalInternational
Fee-based
AUM
$763.4B
Per adviser
$472M
Advisers
1,616

Invesco Advisers, INC.

Atlanta, GA · Est. 1988

NationalInternational
Fee-only
AUM
$749.5B
Per adviser
$1.1B
Advisers
713

Millennium Management LLC

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$720.8B
Per adviser
$236M
Advisers
3,055

Apollo Capital Management, L.P.

New York, NY · Est. 2007

NationalInternational
Fee-only
AUM
$718.5B
Per adviser
$788M
Advisers
912

Morgan Stanley Investment Management INC.

New York, NY · Est. 1981

NationalInternational
Fee-based
AUM
$702.2B
Per adviser
$2.8B
Advisers
250

No reported disclosures

Parametric Portfolio Associates

Seattle, WA · Est. 2001

NationalInternational
Fee-based
AUM
$684.8B
Per adviser
$3.2B
Advisers
213

No reported disclosures

Blackrock Investment Management, LLC

Princeton, NJ · Est. 1999

NationalInternational
Fee-based
AUM
$676.7B
Per adviser
$1.5B
Advisers
444

No reported disclosures

Wells Fargo Advisors

St. Louis, MO · Est. 1990

NationalInternational
Fee-based
AUM
$671.4B
Per adviser
$84M
Advisers
7,957

Ameriprise Financial Services, LLC

Minneapolis, MN · Est. 1986

NationalInternational
Fee-based
AUM
$660.5B
Per adviser
$52M
Advisers
12,681

Envestnet Pmc

Berwyn, PA · Est. 2000

NationalInternational
Fee-based
AUM
$614.9B
Per adviser
$3.5B
Advisers
178

No reported disclosures

Ubs Asset Management (Americas) LLC

New York, NY · Est. 1989

NationalInternational
Fee-based
AUM
$588.2B
Per adviser
$2.3B
Advisers
260

Citadel Advisors LLC

Miami, FL · Est. 2010

NationalInternational
Fee-only
AUM
$570.6B
Per adviser
$434M
Advisers
1,314

No reported disclosures

Metlife Investment Management, LLC

Whippany, NJ · Est. 2006

NationalInternational
Fee-only
AUM
$563.8B
Per adviser
$811M
Advisers
695

No reported disclosures

Mfs Investment Management

Boston, MA · Est. 1982

NationalInternational
Fee-only
AUM
$514.1B
Per adviser
$1.6B
Advisers
327

Franklin Advisers, INC.

San Mateo, CA · Est. 1986

NationalInternational
Fee-only
AUM
$509.5B
Per adviser
$1.9B
Advisers
272

Columbia Management Investment Advisers, LLC

Boston, MA · Est. 1985

NationalInternational
Fee-based
AUM
$502.4B
Per adviser
$1.1B
Advisers
440

No reported disclosures

Raymond James & Associates, INC.

St. Petersburg, FL · Est. 1974

NationalInternational
Fee-based
AUM
$501.0B
Per adviser
$88M
Advisers
5,683

Allspring Global Investments, LLC

Charlotte, NC · Est. 1984

NationalInternational
Fee-based
AUM
$475.8B
Per adviser
$1.6B
Advisers
301

No reported disclosures

J.P. Morgan Private Investments INC.

New York, NY · Est. 1992

NationalInternational
Fee-only
AUM
$470.0B
Per adviser
$4.9B
Advisers
96

No reported disclosures

Dodge & Cox

San Francisco, CA · Est. 1959

NationalInternational
Fee-only
AUM
$466.6B
Per adviser
$4.7B
Advisers
100

No reported disclosures

Ares Management LLC

Los Angeles, CA · Est. 2005

NationalInternational
Fee-only
AUM
$458.8B
Per adviser
$296M
Advisers
1,550

Teachers Advisors, LLC

New York, NY · Est. 1994

NationalInternational
Fee-based
AUM
$436.3B
Per adviser
$1.5B
Advisers
296

No reported disclosures

J.P. Morgan Securities LLC

New York, NY · Est. 1965

NationalInternational
Fee-only
AUM
$429.7B
Per adviser
$51M
Advisers
8,479

Principal Asset Management

Des Moines, IA · Est. 1998

NationalInternational
Fee-based
AUM
$427.7B
Per adviser
$1.3B
Advisers
337

No reported disclosures

U.S. Bancorp Asset Management, INC.

Minneapolis, MN · Est. 2001

NationalInternational
Fee-only
AUM
$427.5B
Per adviser
$6.9B
Advisers
62

No reported disclosures

Bny Mellon Investment Adviser, INC.

New York, NY · Est. 1971

NationalInternational
Fee-only
AUM
$419.5B
Per adviser
$30.0B
Advisers
14

Kohlberg Kravis Roberts & Co. L.P.

New York, NY · Est. 2008

NationalInternational
Fee-only
AUM
$399.9B
Per adviser
$566M
Advisers
706

Neuberger Berman Investment Advisers LLC

New York, NY · Est. 2003

NationalInternational
Fee-based
AUM
$398.6B
Per adviser
$617M
Advisers
646

No reported disclosures

Robert W. Baird & Co. Incorporated

Milwaukee, WI · Est. 1971

NationalInternational
Fee-based
AUM
$394.1B
Per adviser
$124M
Advisers
3,170

Barings LLC

Charlotte, NC · Est. 1940

NationalInternational
Fee-based
AUM
$392.8B
Per adviser
$845M
Advisers
465

No reported disclosures

Raymond James Financial Services Advisors, INC

Saint Petersburg, FL · Est. 2008

NationalInternational
Fee-based
AUM
$390.0B
Per adviser
$65M
Advisers
6,024

Loomis, Sayles & Company, L.P.

Boston, MA · Est. 1977

NationalInternational
Fee-only
AUM
$386.9B
Per adviser
$531M
Advisers
728

No reported disclosures

Fisher Investments

Plano, TX · Est. 1987

NationalInternational
Fee-only
AUM
$386.7B
Per adviser
$198M
Advisers
1,948

No reported disclosures

Janus Henderson Investors

Denver, CO · Est. 1978

NationalInternational
Fee-only
AUM
$380.4B
Per adviser
$2.5B
Advisers
152

Arrowstreet Capital, Limited Partnership

Boston, MA · Est. 1999

NationalInternational
Fee-only
AUM
$351.3B
Per adviser
$3.4B
Advisers
102