VANGUARD GROUP INC
Malvern, PA
AUM
$11.09T
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS
610-669-1000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
43,051 advisers found
AUM
$5.69T
Wealth MgmtTrusts & Estates
Team
744 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
617-563-7000
BLACKROCK FUND ADVISORS
San Francisco, CA
AUM
$4.28T
Wealth MgmtInstitutional
Team
122 advisors
Clients
—
Fees
Percentage of AUM
415 670 2000
CAPITAL RESEARCH AND MANAGEMENT COMPANY
Los Angeles, CA
AUM
$3.75T
Wealth MgmtTrusts & EstatesRetirement
Team
393 advisors
Clients
—
Fees
Percentage of AUM; GROSS INVESTMENT INCOME
213-486-9200
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
Newport Beach, CA
AUM
$3.67T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
628 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(949) 720-6000
J.P. MORGAN INVESTMENT MANAGEMENT INC.
New York, NY
AUM
$3.52T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2260 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(800) 343-1113
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
New York, NY
AUM
$2.65T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1379 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
212-902-1000
T. ROWE PRICE ASSOCIATES, INC.
Baltimore, MD
AUM
$2.20T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
545 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-345-2000
MORGAN STANLEY
Purchase, NY
AUM
$1.96T
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13000 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +3 more
914-225-5510
AUM
$1.78T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25721 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-637-7455
GEODE CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$1.74T
Wealth MgmtInstitutional
Team
37 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1-800-777-6757
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
San Francisco, CA
AUM
$1.72T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
175 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
800-650-9744
BLACKROCK FINANCIAL MANAGEMENT, INC
New York, NY
AUM
$1.60T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
889 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212 810 5300
WELLINGTON MANAGEMENT COMPANY LLP
Boston, MA
AUM
$1.43T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
497 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-951-5000
STRATEGIC ADVISERS LLC
Boston, MA
AUM
$1.37T
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17112 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
617-563-7000
NORTHERN TRUST INVESTMENTS, INCORPORATED
Chicago, IL
AUM
$1.25T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
219 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
312-630-6000
CAPTRUST
Raleigh, NC
AUM
$1.24T
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
885 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
919-870-6822
PGIM, INC.
Newark, NJ
AUM
$1.13T
Wealth MgmtRetirementInstitutional
Team
1350 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
973-367-6335
BLACKROCK ADVISORS, LLC
New York, NY
AUM
$1.10T
Wealth MgmtInstitutional
Team
137 advisors
Clients
—
Fees
Percentage of AUM
212 810 5300
DIMENSIONAL FUND ADVISORS LP
Austin, TX
AUM
$1.02T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
367 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-306-7400
EDWARD JONES
St.. Louis, MO
AUM
$1.01T
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20304 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
314-515-2000
MANAGED ACCOUNT ADVISORS LLC
Jersey City, NJ
AUM
$994.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM
201-557-0504
UBS FINANCIAL SERVICES INC.
Weehawken, NJ
AUM
$915.79B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9149 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
201-352-3000
MELLON INVESTMENTS CORPORATION
Pittsburgh, PA
AUM
$873.87B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
61 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-248-3682
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