Investment advisers
45,544 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group, Inc. CRD 105958 | Malvern, PA | Mutual Fund / Asset Manager · Mega ($100B+) | $11.1T | 228 | 228 | 1,702 | 10/16/2026 | ☆ |
| 2 | Vanguard Capital Management, Llc CRD 338002 | Malvern, PA | Mutual Fund / Asset Manager · Mega ($100B+) | $8.4T | 128 | 128 | 235 | 09/21/2026 | ☆ |
| 3 | Fidelity Management & Research Company Llc CRD 108281 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $5.7T | 36,650 | 37,227 | 1,427 | 07/30/2026 | ☆ |
| 4 | Capital Research And Management Company CRD 110885 | Los Angeles, CA | Mutual Fund / Asset Manager · Mega ($100B+) | $4.3T | 23,578 | 23,578 | 1,395 | 09/25/2026 | ☆ |
| 5 | Blackrock Fund Advisors CRD 105247 | San Francisco, CA | Mutual Fund / Asset Manager · Mega ($100B+) | $4.3T | 528 | 556 | 128 | 10/02/2026 | ☆ |
| 6 | Pacific Investment Management Company Llc CRD 104559 | Newport Beach, CA | Investment Adviser · Mega ($100B+) | $3.7T | 41,699 | 2,835 | 1,968 | 10/23/2026 | ☆ |
| 7 | J.P. Morgan Investment Management Inc. CRD 107038 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $3.5T | 128,965 | 132,150 | 3,194 | 08/26/2026 | ☆ |
| 8 | Vanguard Portfolio Management, Llc CRD 338003 | Malvern, PA | Mutual Fund / Asset Manager · Mega ($100B+) | $2.7T | 101 | 101 | 105 | 09/21/2026 | ☆ |
| 9 | Goldman Sachs Asset Management, L.P. CRD 107738 | New York, NY | Investment Adviser · Mega ($100B+) | $2.6T | 121,325 | 249,499 | 2,059 | 09/25/2026 | ☆ |
| 10 | T. Rowe Price Associates, Inc. CRD 105496 | Baltimore, MD | Mutual Fund / Asset Manager · Mega ($100B+) | $2.2T | 6,887 | 6,889 | 3,760 | 07/06/2026 | ☆ |
| 11 | Morgan Stanley Smith Barney Llc CRD 149777 | Purchase, NY | Broker-Dealer (Dually Registered) · Mega ($100B+) | $2.0T | 2,703,720 | 2,703,720 | 29,481 | 11/04/2026 | ☆ |
| 12 | Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | New York, NY | Insurance-Affiliated · Mega ($100B+) | $1.8T | 1,838,984 | 3,253,265 | 32,960 | 10/30/2026 | ☆ |
| 13 | Geode Capital Management, Llc CRD 115504 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $1.7T | 165 | 176 | 194 | 03/31/2026 | ☆ |
| 14 | Charles Schwab Investment Management, Inc CRD 106753 | San Francisco, CA | Mutual Fund / Asset Manager · Mega ($100B+) | $1.7T | 856,597 | 856,597 | 946 | 10/14/2026 | ☆ |
| 15 | Blackrock Financial Management, Inc CRD 107105 | New York, NY | Investment Adviser · Mega ($100B+) | $1.6T | 1,309 | 2,283 | 7,987 | 11/05/2026 | ☆ |
| 16 | Wellington Management Company Llp CRD 106595 | Boston, MA | Investment Adviser · Mega ($100B+) | $1.4T | 1,559 | 1,559 | 1,868 | 07/09/2026 | ☆ |
| 17 | Ssga Funds Management, Inc. CRD 111242 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $1.4T | 339 | 287 | 241 | 08/28/2026 | ☆ |
| 18 | Strategic Advisers Llc CRD 104555 | Boston, MA | Investment Adviser · Mega ($100B+) | $1.4T | 2,401,763 | 2,973,512 | 17,112 | 11/03/2026 | ☆ |
| 19 | Northern Trust Investments, Incorporated CRD 105780 | Chicago, IL | Bank · Mega ($100B+) | $1.2T | 41,027 | 41,027 | 662 | 06/15/2026 | ☆ |
| 20 | Capfinancial Partners, Llc CRD 175112 | Raleigh, NC | Insurance-Affiliated · Mega ($100B+) | $1.2T | 41,750 | 146,777 | 1,841 | 10/29/2026 | ☆ |
| 21 | Pgim, Inc. CRD 105676 | Newark, NJ | Investment Adviser · Mega ($100B+) | $1.1T | 611 | 938 | 1,990 | 04/28/2026 | ☆ |
| 22 | Blackrock Advisors, Llc CRD 106614 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $1.1T | 189 | 305 | 146 | 05/15/2026 | ☆ |
| 23 | Dimensional Fund Advisors Lp CRD 106482 | Austin, TX | Mutual Fund / Asset Manager · Mega ($100B+) | $1.0T | 2,311 | 2,319 | 1,168 | 03/24/2026 | ☆ |
| 24 | Edward D. Jones & Co., L.P. CRD 250 | St. Louis, MO | Insurance-Affiliated · Mega ($100B+) | $1.0T | 4,069,320 | 5,630,517 | 36,317 | 11/03/2026 | ☆ |
| 25 | Managed Account Advisors Llc CRD 142558 | Jersey City, NJ | Wealth Manager · Mega ($100B+) | $995B | 1,446,258 | 2,220,463 | 61 | 10/30/2026 | ☆ |
| 26 | Invesco Capital Management Llc CRD 125601 | Downers Grove, IL | Mutual Fund / Asset Manager · Mega ($100B+) | $941B | 444 | 444 | 222 | 08/12/2026 | ☆ |
| 27 | Ubs Financial Services Inc. CRD 8174 | Weehawken, NJ | Insurance-Affiliated · Mega ($100B+) | $916B | 1,144,588 | 1,144,309 | 12,524 | 08/25/2026 | ☆ |
| 28 | Mellon Investments Corporation CRD 105764 | Pittsburgh, PA | Mutual Fund / Asset Manager · Mega ($100B+) | $874B | 3,942 | 3,942 | 98 | 09/18/2026 | ☆ |
| 29 | Lpl Financial Llc CRD 6413 | Fort Mill, SC | Broker-Dealer (Dually Registered) · Mega ($100B+) | $819B | 1,986,990 | 2,850,994 | 41,879 | 10/13/2026 | ☆ |
| 30 | N CRD 288590 | Wealth Manager · Mega ($100B+) | $819B | 1,662,073 | 1,991,043 | 15,424 | 03/17/2025 | ☆ | |
| 31 | Alliancebernstein L.P. CRD 108477 | Nashville, TN | Investment Adviser · Mega ($100B+) | $763B | 30,285 | 75,956 | 4,204 | 11/03/2026 | ☆ |
| 32 | Invesco Advisers, Inc. CRD 105360 | Atlanta, GA | Mutual Fund / Asset Manager · Mega ($100B+) | $750B | 82,498 | 82,498 | 2,804 | 06/11/2026 | ☆ |
| 33 | Millennium Management Llc CRD 158117 | New York, NY | Private Fund Manager · Mega ($100B+) | $721B | 27 | 35 | 6,670 | 08/25/2026 | ☆ |
| 34 | Apollo Capital Management, L.P. CRD 143161 | New York, NY | Investment Adviser · Mega ($100B+) | $718B | 803 | 803 | 3,564 | 10/28/2026 | ☆ |
| 35 | Morgan Stanley Investment Management Inc. CRD 110353 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $702B | 22,803 | 22,803 | 670 | 11/05/2026 | ☆ |
| 36 | Parametric Portfolio Associates Llc CRD 114310 | Seattle, WA | Wealth Manager · Mega ($100B+) | $685B | 240,290 | 240,280 | 1,109 | 04/21/2026 | ☆ |
| 37 | Blackrock Investment Management, Llc CRD 108928 | Princeton, NJ | Investment Adviser · Mega ($100B+) | $677B | 10,859 | 53,959 | 1,589 | 11/02/2026 | ☆ |
| 38 | Wells Fargo Clearing Services, Llc CRD 19616 | St. Louis, MO | Broker-Dealer (Dually Registered) · Mega ($100B+) | $671B | 1,324,168 | 1,324,168 | 18,895 | 10/29/2026 | ☆ |
| 39 | Ameriprise Financial Services, Llc CRD 6363 | Minneapolis, MN | Insurance-Affiliated · Mega ($100B+) | $660B | 1,386,329 | 2,424,045 | 14,056 | 09/25/2026 | ☆ |
| 40 | Goldman Sachs Asset Management International CRD 107715 | London | Private Fund Manager · Mega ($100B+) | $621B | 2,494 | 4,296 | 611 | 08/21/2026 | ☆ |
| 41 | Envestnet Asset Management, Inc. CRD 111694 | Berwyn, PA | Wealth Manager · Mega ($100B+) | $615B | 2,241,364 | 2,241,364 | 532 | 06/30/2026 | ☆ |
| 42 | Nomura Asset Management Co., Ltd. CRD 110814 | Tokyo | Private Fund Manager · Mega ($100B+) | $602B | 1,712 | 1,712 | 960 | 06/29/2026 | ☆ |
| 43 | Federated Investment Management Company CRD 105138 | Pittsburgh, PA | Mutual Fund / Asset Manager · Mega ($100B+) | $590B | 71 | 71 | 106 | 05/21/2026 | ☆ |
| 44 | Ubs Asset Management (Americas) Llc CRD 106838 | New York, NY | Investment Adviser · Mega ($100B+) | $588B | 433,784 | 433,784 | 574 | 07/31/2026 | ☆ |
| 45 | Citadel Advisors Llc CRD 148826 | Miami, FL | Private Fund Manager · Mega ($100B+) | $571B | 37 | 37 | 3,284 | 06/11/2026 | ☆ |
| 46 | Metlife Investment Management, Llc CRD 142463 | Whippany, NJ | Investment Adviser · Mega ($100B+) | $564B | 317 | 805 | 956 | 10/13/2026 | ☆ |
| 47 | Massachusetts Financial Services Company CRD 110045 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $514B | 355 | 355 | 1,244 | 03/31/2026 | ☆ |
| 48 | Franklin Advisers, Inc. CRD 104517 | San Mateo, CA | Mutual Fund / Asset Manager · Mega ($100B+) | $509B | 25,120 | 25,018 | 384 | 09/16/2026 | ☆ |
| 49 | Columbia Management Investment Advisers, Llc CRD 108257 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $502B | 4,251 | 8,288 | 914 | 10/30/2026 | ☆ |
| 50 | Raymond James & Associates, Inc. CRD 705 | St. Petersburg, FL | Insurance-Affiliated · Mega ($100B+) | $501B | 531,617 | 1,143,145 | 16,780 | 11/06/2026 | ☆ |