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As of 2022, CAPTRUST was the leading financial advisory firm in the United States managing assets of approximately 655 billion U.S. dollars. Fisher investments ranked second managing assets accumulating to approximately 209 billion U.S. dollars.
Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars)
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Other statistics that may interest you Investment advisors in the United States
Overview
5
- Premium Statistic Total number of of SEC-registered investment advisors 2000-2022
- Premium Statistic Number of Registered Investment Advisors (RIAs) employed in the U.S. 2012-2022
- Premium Statistic Total AUM of SEC-registered investment advisors 2000-2022
- Premium Statistic Number of SEC-registered advisors 2017-2022, by AUM
- Premium Statistic Ten most common countries by number of SEC-registered investment advisors 2018-2022
Leading firms
3
Robo-advisors
7
- Premium Statistic AUM of robo-advisors in the U.S. 2018-2028
- Premium Statistic Assets under management growth of robo-advisors in the U.S. 2019-2028
- Premium Statistic Average AUM of robo-advisors in the U.S. 2018-2028
- Premium Statistic RoboAdvisor usage (prospective) in the U.S. 2023
- Premium Statistic Investor preference for human or robo-advisor 2021, by country
- Premium Statistic Level of investor trust in robo-advisors 2021, by investor age group
- Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021
Tools
3
Services
3
Clients
5
- Premium Statistic Number of SEC-registered investment advisors' clients 2017-2022, by type
- Premium Statistic Number of SEC-registered investment advisors' clients 2022, by segment
- Premium Statistic Value of SEC-registered investment advisors' assets 2022, by segment
- Premium Statistic Share of HNWIs as SEC-registered investment advisors' clients 2017-2022
- Premium Statistic HNWI's share of SEC-registered investment advisors' assets 2017-2022
Client-advisor relationship
4
- Premium Statistic Leading trust factors in an investor/financial advisor relationship the 2021
- Premium Statistic The importance of shared values in an investor/advisor relationship 2021, by country
- Premium Statistic Main reason to leave investment advisor/asset managers worldwide 2020-2022
- Premium Statistic Most common inquiries of financial advisors' clients in past six months U.S. 2023
Further related statistics
16
- Number of active alternative finance funders in the United Kingdom (UK) 2015-2016
- Leading sharing companies worldwide 2015, by money raised by investors
- Global electricity companies spending on R&D 2022
- Retail investment in France 2018, by investor type
- Distribution of SGD issues Singapore 2020 by investor
- Investments in most active subsectors of the digital health industry 2019
- Number of hospitals in investor-owned companies in the U.S. 1995-2016
- Distribution of non-SGD issues Singapore 2020 by investor
- Latin America: cross-border investment in clean energy 2019, by origin
- Bithumb's digital currency investor distribution South Korea 2017, by age group
- Distribution of short-term issues Singapore 2020 by investor
- Distribution of long-term issues Singapore 2020 by investor
- Percentage of hospitals in investor-owned companies in the U.S. 1995-2016
- Preferred alcoholic beverages in U.S. 2019, by gender
- Number of visitors to Saguenay-St. Lawrence Marine Park in Canada 2011-2023
- Gender distribution of Washington Post employees U.S. 2015-2023
Further Content: You might find this interesting as well
Statistics
- Number of active alternative finance funders in the United Kingdom (UK) 2015-2016
- Leading sharing companies worldwide 2015, by money raised by investors
- Global electricity companies spending on R&D 2022
- Retail investment in France 2018, by investor type
- Distribution of SGD issues Singapore 2020 by investor
- Investments in most active subsectors of the digital health industry 2019
- Number of hospitals in investor-owned companies in the U.S. 1995-2016
- Distribution of non-SGD issues Singapore 2020 by investor
- Latin America: cross-border investment in clean energy 2019, by origin
- Bithumb's digital currency investor distribution South Korea 2017, by age group
- Distribution of short-term issues Singapore 2020 by investor
- Distribution of long-term issues Singapore 2020 by investor
- Percentage of hospitals in investor-owned companies in the U.S. 1995-2016
- Preferred alcoholic beverages in U.S. 2019, by gender
- Number of visitors to Saguenay-St. Lawrence Marine Park in Canada 2011-2023
- Gender distribution of Washington Post employees U.S. 2015-2023
SmartAsset. (September 13, 2022). Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars) [Graph]. In Statista. Retrieved May 10, 2024, from https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/
SmartAsset. "Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars)." Chart. September 13, 2022. Statista. Accessed May 10, 2024. https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/
SmartAsset. (2022). Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars). Statista. Statista Inc.. Accessed: May 10, 2024. https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/
SmartAsset. "Leading Financial Advisors in The United States in 2022, by Assets under Management (Aum) (in Billion U.S. Dollars)." Statista, Statista Inc., 13 Sep 2022, https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/
SmartAsset, Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars) Statista, https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/ (last visited May 10, 2024)
Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars) [Graph], SmartAsset, September 13, 2022. [Online]. Available: https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/