The data describes the leading registered investment advisor companies (RIA) in the U.S. in 2017, by managed assets. CAPTRUST, based in San Francisco, led the ranking in that year, with approx. 274 billion USD of assets under management.
CAPTRUST, Raleigh | 273.98 |
Fisher Investments, Camas | 96.03 |
First Republic Investment Management, San Francisco | 74.04 |
Fort Washington Investment Advisors, Cincinnati | 56.3 |
Creative Planning, Leawood | 32.02 |
Edelman Financial Services, Fairfax | 21.73 |
United Capital Financial Advisers, Newport Beach | 21.48 |
Silvercrest Asset Management Group, New York | 21.3 |
SCS Financial Services , Boston | 20.58 |
CIBC Atlantic Trust Private Wealth Management , Atlanta | 18.73 |
Moneta Group Investment Advisors, Clayton | 20.58 |
Advanced Capital Group, Minnepolis | 16.36 |
Mariner Wealth Advisors, Overland Park | 16.06 |
Veritable, Newtown Square | 15.63 |
Plante Moran Financial Advisors, Southfield | 14.32 |