Rialytix insights

Registered Investment Advisers With $100 Billion to $999 Billion in AUM

Explore registered investment advisers in this AUM segment using SEC Form ADV data. Compare 237 firms with $60.5T in total reported regulatory AUM and median AUM of $184.8B.

Firms

237

Matching current profiles

Total AUM

$60.5T

Reported regulatory AUM

Median AUM

$184.8B

Across firms with AUM

Largest firm

$995.0B

Managed Account Advisors LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM↓1YR AUM↕3YR AUM↕5YR AUM↕Total AUM↕Employee Signal↕Account Signal↕
1. Managed Account Advisors LLC
CRD 142558 · Limited Liability Company
JERSEY CITY, NJ$995.0B
Sep 2026
+$165.3B+19.9%+$418.7B+72.7%+$465.5B+87.9%+$899.6B+942.7%-3 employees-4.7% over 3Y+484,146 accounts+27.9% over 3Y
2. Invesco Capital Management LLC
CRD 125601 · Limited Liability Company
DOWNERS GROVE, IL$941.0B
Aug 2026
+$200.5B+27.1%+$540.4B+134.9%+$607.2B+181.9%+$921.2B+4637.3%+29 employees+15.0% over 3Y+19 accounts+4.5% over 3Y
3. Ubs Financial Services INC.
CRD 8174 · Corporation
WEEHAWKEN, NJ$915.8B
Aug 2026
+$107.0B+13.2%+$315.0B+52.4%+$343.3B+60.0%+$730.5B+394.2%-535 employees-4.1% over 3Y+66,838 accounts+6.2% over 3Y
4. Mellon Investments Corporation
CRD 105764 · Corporation
PITTSBURGH, PA$873.9B
Sep 2026
+$110.2B+14.4%+$566.7B+184.5%+$435.3B+99.3%+$733.1B+520.6%-82 employees-45.6% over 3Y+3,493 accounts+778.0% over 3Y
5. Lpl Financial LLC
CRD 6413 · Limited Liability Company
FORT MILL, SC$819.1B
Oct 2026
+$200.2B+32.3%+$451.1B+122.6%+$550.3B+204.7%+$739.8B+932.9%+10,513 employees+33.5% over 3Y+1,162,493 accounts+68.8% over 3Y
6. Alliancebernstein L.p.
CRD 108477 · Limited Partnership
NASHVILLE, TN$763.4B
Jul 2026
+$54.2B+7.6%+$181.0B+31.1%+$123.6B+19.3%+$301.4B+65.2%+70 employees+1.7% over 3Y+17,322 accounts+29.5% over 3Y
7. Invesco Advisers, INC.
CRD 105360 · Corporation
ATLANTA, GA$749.5B
Jun 2026
-$7.4B-1.0%+$11.2B+1.5%+$46.9B+6.7%+$440.3B+142.4%-256 employees-8.4% over 3Y+49,587 accounts+150.7% over 3Y
8. Millennium Management LLC
CRD 158117 · Limited Liability Company
NEW YORK, NY$720.8B
Aug 2026
+$149.7B+26.2%+$330.2B+84.5%+$425.8B+144.3%+$601.8B+505.8%+1,860 employees+38.7% over 3Y+21 accounts+150.0% over 3Y
9. Apollo Capital Management, L.p.
CRD 143161 · Limited Partnership
NEW YORK, NY$718.5B
Oct 2026
+$135.3B+23.2%+$291.7B+68.4%+$432.1B+150.9%+$693.4B+2763.2%+1,024 employees+40.3% over 3Y+50 accounts+6.6% over 3Y
10. Morgan Stanley Investment Management INC.
CRD 110353 · Corporation
NEW YORK, NY$702.2B
Oct 2026
+$83.1B+13.4%+$211.7B+43.2%+$139.2B+24.7%+$573.5B+445.5%+119 employees+21.6% over 3Y-4,014 accounts-15.0% over 3Y
11. Parametric Portfolio Associates
CRD 114310 · Limited Liability Company
SEATTLE, WA$684.8B
Apr 2026
+$110.8B+19.3%+$298.5B+77.3%+$371.9B+118.8%+$647.0B+1713.7%+273 employees+32.7% over 3Y+108,244 accounts+82.0% over 3Y
12. Blackrock Investment Management, LLC
CRD 108928 · Limited Liability Company
PRINCETON, NJ$676.7B
Jul 2026
+$168.5B+33.2%+$273.8B+68.0%+$332.9B+96.8%+$404.9B+149.0%+432 employees+37.3% over 3Y+9,092 accounts+20.3% over 3Y
13. Wells Fargo Advisors
CRD 19616 · Limited Liability Company
ST. LOUIS, MO$671.4B
Oct 2026
+$65.4B+10.8%+$146.5B+27.9%+$102.7B+18.1%+$479.1B+249.1%-1,692 employees-8.2% over 3Y-104,831 accounts-7.3% over 3Y
14. Ameriprise Financial Services, LLC
CRD 6363 · Limited Liability Company
MINNEAPOLIS, MN$660.5B
Sep 2026
+$95.9B+17.0%+$246.1B+59.4%+$286.2B+76.5%+$563.0B+577.3%-131 employees-0.9% over 3Y+470,461 accounts+24.1% over 3Y
15. Goldman Sachs Asset Management International
CRD 107715 · COMPANY INCORPORATED WITH UNLIMITED LIABILITY
LONDON, United Kingdom$621.0B
Aug 2026
+$180.8B+41.1%+$305.7B+96.9%+$282.9B+83.6%+$434.6B+233.1%+264 employees+76.1% over 3Y+2,182 accounts+103.2% over 3Y
16. Envestnet Pmc
CRD 111694 · Corporation
BERWYN, PA$614.9B
Jun 2026
+$82.7B+15.5%+$268.1B+77.3%+$390.2B+173.6%+$597.9B+3502.5%+53 employees+11.1% over 3Y+527,846 accounts+30.8% over 3Y
17. Nomura Asset Management CO., LTD.
CRD 110814 · Corporation
TOKYO, Japan$601.8B
Jun 2026
+$87.5B+17.0%+$53.3B+9.7%-$8.9B-1.5%+$277.8B+85.7%+50 employees+5.5% over 3Y-490 accounts-22.3% over 3Y
18. Federated Investment Management Company
CRD 105138 · STATUTORY TRUST
PITTSBURGH, PA$590.1B
May 2026
+$47.7B+8.8%+$169.8B+40.4%+$183.2B+45.0%+$316.8B+115.9%+5 employees+5.0% over 3Y-9 accounts-11.3% over 3Y
19. Ubs Asset Management (americas) LLC
CRD 106838 · Limited Liability Company
NEW YORK, NY$588.2B
Jul 2026
+$46.0B+8.5%+$287.3B+95.5%+$319.0B+118.5%+$438.9B+294.0%+194 employees+51.1% over 3Y+131,876 accounts+43.7% over 3Y
20. Citadel Advisors LLC
CRD 148826 · Limited Liability Company
MIAMI, FL$570.6B
Jun 2026
+$124.7B+28.0%+$231.5B+68.3%+$326.4B+133.6%+$455.4B+395.3%+461 employees+16.3% over 3Y+11 accounts+42.3% over 3Y
21. Metlife Investment Management, LLC
CRD 142463 · Limited Liability Company
WHIPPANY, NJ$563.8B
Oct 2026
+$54.9B+10.8%+$82.6B+17.2%+$7.2B+1.3%+$553.3B+5265.6%-125 employees-11.6% over 3Y+217 accounts+36.9% over 3Y
22. Mfs Investment Management
CRD 110045 · Corporation
BOSTON, MA$514.1B
Mar 2026
+$41.0B+8.7%+$96.6B+23.2%+$18.5B+3.7%+$358.9B+231.3%+44 employees+3.7% over 3Y+7 accounts+2.0% over 3Y
23. Franklin Advisers, INC.
CRD 104517 · Corporation
SAN MATEO, CA$509.5B
Sep 2026
+$42.4B+9.1%+$189.0B+59.0%+$120.8B+31.1%+$137.9B+37.1%+101 employees+35.7% over 3Y+16,882 accounts+207.5% over 3Y
24. Columbia Management Investment Advisers, LLC
CRD 108257 · Limited Liability Company
BOSTON, MA$502.4B
Sep 2026
+$44.9B+9.8%+$114.0B+29.4%+$94.2B+23.1%+$201.9B+67.2%-96 employees-9.5% over 3Y+3,125 accounts+60.5% over 3Y
25. Raymond James & Associates, INC.
CRD 705 · Corporation
ST. PETERSBURG, FL$501.0B
Oct 2026
+$67.1B+15.5%+$194.8B+63.6%+$258.4B+106.5%+$467.6B+1400.5%+4,991 employees+42.3% over 3Y+192,167 accounts+20.2% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.