RIAs: Over $5B AUM

2,032 RIAs in the Over $5B AUM range, ranked by reported regulatory assets.

VANGUARD GROUP INC

RIA

MALVERN, PA

AUM $11.1TTEAM 1702REPS 27

VANGUARD CAPITAL MANAGEMENT, LLC

RIA

MALVERN, PA

AUM $8.4TTEAM 235REPS 8

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

RIA

BOSTON, MA

AUM $5.7TTEAM 1427REPS 12

BLACKROCK FUND ADVISORS

RIA

SAN FRANCISCO, CA

AUM $4.3TTEAM 128REPS 12

CAPITAL RESEARCH AND MANAGEMENT COMPANY

RIA

Los Angeles, CA

AUM $3.8TTEAM 1417REPS 20

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

RIA

NEWPORT BEACH, CA

AUM $3.7TTEAM 1968REPS 20

J.P. Morgan Investment Management Inc.

RIA

New York, NY

AUM $3.5TTEAM 3194REPS 62

VANGUARD PORTFOLIO MANAGEMENT, LLC

RIA

MALVERN, PA

AUM $2.7TTEAM 105REPS 7

GOLDMAN SACHS ASSET MANAGEMENT, L.P.

RIA

New York, NY

AUM $2.6TTEAM 2059REPS 5

T. ROWE PRICE ASSOCIATES, INC.

RIA

BALTIMORE, MD

AUM $2.2TTEAM 3760REPS 227

GEODE CAPITAL MANAGEMENT, LLC

RIA

BOSTON, MA

AUM $1.7TTEAM 194REPS 12

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

RIA

SAN FRANCISCO, CA

AUM $1.7TTEAM 946REPS 45

BLACKROCK FINANCIAL MANAGEMENT, INC

RIA

New York, NY

AUM $1.6TTEAM 7987REPS 40

WELLINGTON MANAGEMENT COMPANY LLP

RIA

BOSTON, MA

AUM $1.4TTEAM 1868REPS 7

SSGA FUNDS MANAGEMENT, INC.

RIA

BOSTON, MA

AUM $1.4TTEAM 241REPS 13

STRATEGIC ADVISERS LLC

RIA

BOSTON, MA

AUM $1.4TTEAM 17112REPS 17034

NORTHERN TRUST INVESTMENTS, INCORPORATED

RIA

CHICAGO, IL

AUM $1.2TTEAM 662REPS 48

CAPTRUST

RIA

RALEIGH, NC

AUM $1.2TTEAM 1841REPS 944

PGIM, Inc.

RIA

NEWARK, NJ

AUM $1.1TTEAM 1990REPS 9

BLACKROCK ADVISORS, LLC

RIA

New York, NY

AUM $1.1TTEAM 146REPS 6

DIMENSIONAL FUND ADVISORS LP

RIA

AUSTIN, TX

AUM $1TTEAM 1168REPS 263

MANAGED ACCOUNT ADVISORS LLC

RIA

JERSEY CITY, NJ

AUM $995BTEAM 61REPS 34

INVESCO CAPITAL MANAGEMENT LLC

RIA

DOWNERS GROVE, IL

AUM $941BTEAM 222REPS 7

MELLON INVESTMENTS CORPORATION

RIA

PITTSBURGH, PA

AUM $874BTEAM 98REPS 5

Other AUM ranges

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