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RIAs Over $1 Trillion in AUM
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in this AUM segment. This hub covers 24 matching firms with $67.7T in total reported AUM and median AUM of $1.8T.
Firms
24
Matching current profiles
Total AUM
$67.7T
Reported regulatory AUM
Median AUM
$1.8T
Across firms with AUM
Largest firm
$11.1T
Vanguard Group INC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Vanguard Group INC CRD 105958 · Corporation | MALVERN, PA | $11.1T May 2026 | +$846.1B+8.3% | +$4.4T+66.8% | +$4.4T+66.3% | +$9.5T+614.0% | +1,027 employees+152.1% over 3Y | +20 accounts+9.6% over 3Y |
| 2. Vanguard Capital Management, LLC CRD 338002 · Limited Liability Company | MALVERN, PA | $8.4T May 2026 | — | — | — | $0+0.0% | — | 0 accounts+0.0% over Total |
| 3. Fidelity Management & Research Company LLC CRD 108281 · Limited Liability Company | BOSTON, MA | $5.7T Mar 2026 | +$1.7T+43.4% | +$2.5T+80.6% | +$3.0T+112.5% | +$5.7T+543038.7% | +319 employees+28.8% over 3Y | +13,894 accounts+59.5% over 3Y |
| 4. Blackrock Fund Advisors CRD 105247 · Corporation | SAN FRANCISCO, CA | $4.3T May 2026 | +$746.8B+21.1% | +$1.9T+77.9% | +$2.0T+90.3% | +$3.8T+766.2% | -626 employees-83.0% over 3Y | +75 accounts+15.6% over 3Y |
| 5. Capital Research And Management Company CRD 110885 · Corporation | LOS ANGELES, CA | $3.8T May 2026 | +$438.2B+13.2% | +$1.0T+36.5% | +$1.3T+55.4% | +$2.6T+239.8% | +26 employees+1.9% over 3Y | +5,957 accounts+35.3% over 3Y |
| 6. Pacific Investment Management Company LLC CRD 104559 · Limited Liability Company | NEWPORT BEACH, CA | $3.7T May 2026 | +$676.8B+22.6% | +$1.4T+63.1% | +$745.0B+25.5% | +$2.3T+162.8% | -1,209 employees-38.1% over 3Y | +53 accounts+1.9% over 3Y |
| 7. J.p. Morgan Investment Management INC. CRD 107038 · Corporation | NEW YORK, NY | $3.5T May 2026 | +$534.1B+17.9% | +$1.5T+74.9% | +$1.5T+74.9% | +$2.8T+418.6% | +78 employees+2.5% over 3Y | +79,993 accounts+153.4% over 3Y |
| 8. Vanguard Portfolio Management, LLC CRD 338003 · Limited Liability Company | MALVERN, PA | $2.7T May 2026 | — | — | — | $0+0.0% | — | 0 accounts+0.0% over Total |
| 9. Goldman Sachs Asset Management, L.p. CRD 107738 · Limited Partnership | NEW YORK, NY | $2.6T May 2026 | +$584.2B+28.3% | +$1.1T+67.9% | +$1.3T+102.2% | +$2.1T+406.5% | +708 employees+52.4% over 3Y | +78,158 accounts+45.6% over 3Y |
| 10. T. Rowe Price Associates, INC. CRD 105496 · Corporation | BALTIMORE, MD | $2.2T Mar 2026 | +$262.2B+13.6% | +$689.9B+45.8% | +$379.2B+20.9% | +$1.7T+357.9% | +38 employees+1.0% over 3Y | +3,106 accounts+82.1% over 3Y |
| 11. Morgan Stanley CRD 149777 · Limited Liability Company | PURCHASE, NY | $2.0T May 2026 | +$311.9B+18.9% | +$776.8B+65.6% | +$885.9B+82.3% | +$1.6T+393.4% | +1,481 employees+5.3% over 3Y | +470,532 accounts+21.1% over 3Y |
| 12. Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 · Corporation | NEW YORK, NY | $1.8T May 2026 | +$270.5B+17.9% | +$687.9B+62.9% | +$697.0B+64.3% | +$1.4T+421.4% | -3,727 employees-10.2% over 3Y | +389,031 accounts+13.6% over 3Y |
| 13. Geode Capital Management, LLC CRD 115504 · Limited Liability Company | BOSTON, MA | $1.7T Mar 2026 | +$360.0B+26.2% | +$933.1B+116.1% | +$1.1T+154.6% | +$1.6T+1364.0% | +38 employees+24.4% over 3Y | +2 accounts+1.1% over 3Y |
| 14. Charles Schwab Investment Management, INC CRD 106753 · Corporation | SAN FRANCISCO, CA | $1.7T Mar 2026 | +$284.1B+19.8% | +$938.4B+119.9% | +$1.1T+182.2% | +$1.5T+701.1% | -61 employees-6.1% over 3Y | +614,556 accounts+253.9% over 3Y |
| 15. Blackrock Financial Management, INC CRD 107105 · Corporation | NEW YORK, NY | $1.6T May 2026 | +$267.2B+20.1% | +$432.1B+37.1% | +$449.7B+39.3% | +$1.0T+177.5% | +1,496 employees+23.0% over 3Y | +63 accounts+2.8% over 3Y |
| 16. Wellington Management Company LLP CRD 106595 · Limited Liability Partnership | BOSTON, MA | $1.4T Mar 2026 | +$122.4B+9.4% | +$223.4B+18.5% | +$55.6B+4.0% | +$794.1B+125.3% | -271 employees-12.7% over 3Y | +221 accounts+16.5% over 3Y |
| 17. Ssga Funds Management, INC. CRD 111242 · Corporation | BOSTON, MA | $1.4T Mar 2026 | +$247.2B+21.1% | +$579.1B+68.8% | +$766.2B+117.1% | +$1.2T+555.0% | -9 employees-3.6% over 3Y | +40 accounts+16.2% over 3Y |
| 18. Strategic Advisers LLC CRD 104555 · Limited Liability Company | BOSTON, MA | $1.4T Mar 2026 | +$545.4B+66.1% | +$710.6B+107.7% | +$801.8B+141.1% | +$1.1T+447.2% | +16,893 employees+7713.7% over 3Y | +1,261,212 accounts+73.7% over 3Y |
| 19. Northern Trust Investments, Incorporated CRD 105780 · — | CHICAGO, IL | $1.2T May 2026 | +$130.5B+11.7% | +$342.6B+38.0% | +$218.7B+21.3% | +$765.5B+159.6% | -64 employees-8.8% over 3Y | -192 accounts-0.5% over 3Y |
| 20. Captrust CRD 175112 · Limited Liability Company | RALEIGH, NC | $1.2T May 2026 | +$153.7B+14.2% | +$522.1B+73.1% | +$786.7B+174.8% | +$1.1T+964.0% | +503 employees+37.6% over 3Y | +70,523 accounts+92.5% over 3Y |
| 21. Pgim, INC. CRD 105676 · Corporation | NEWARK, NJ | $1.1T Apr 2026 | +$98.4B+9.5% | +$147.8B+15.0% | -$21.3B-1.8% | +$699.7B+162.0% | +332 employees+20.0% over 3Y | +64 accounts+7.3% over 3Y |
| 22. Blackrock Advisors, LLC CRD 106614 · Limited Liability Company | NEW YORK, NY | $1.1T May 2026 | +$137.1B+14.3% | +$350.3B+47.0% | +$306.6B+38.8% | +$697.0B+174.7% | -110 employees-43.0% over 3Y | -17 accounts-5.3% over 3Y |
| 23. Dimensional Fund Advisors LP CRD 106482 · Limited Partnership | AUSTIN, TX | $1.0T Mar 2026 | +$270.7B+36.1% | +$277.0B+37.3% | +$357.7B+54.0% | +$833.9B+447.4% | +131 employees+12.6% over 3Y | +1,795 accounts+342.6% over 3Y |
| 24. Edward Jones CRD 250 · Limited Partnership | ST. LOUIS, MO | $1.0T May 2026 | +$188.6B+22.9% | +$420.5B+70.9% | +$493.8B+95.0% | +$959.9B+1788.6% | +7,710 employees+27.0% over 3Y | +1,072,186 accounts+23.5% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.