The Vanguard Group, Inc.
$58.0B reported client assets across 23 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 15 firms that reported The Vanguard Group, Inc. in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 4 cohort firms, FY2018: 5 cohort firms, FY2019: 6 cohort firms, FY2020: 6 cohort firms, FY2021: 10 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $53.1B | $293B | 18.1% | 03/31/2025 |
| Vanguard Advisers, Inc. | $1.2B | $300B | 0.4% | 03/28/2025 |
| Fiduciary Advisors, Inc. | $1.1B | $1.7B | 62.4% | 03/25/2025 |
| Cliffwater Llc | $834M | $35.1B | 2.4% | 03/28/2025 |
| Heck Capital Advisors, Llc | $544M | $9.7B | 5.6% | 03/14/2025 |
| Investment Consulting Group Inc | $312M | $2.6B | 12.0% | 03/13/2025 |
| Prospera Capital Management, Llc | $186M | $293M | 63.5% | 02/28/2025 |
| Investment Professionals, Llc | $164M | $311M | 52.7% | 02/13/2025 |
| Familywealth Advisers Llc | $162M | $346M | 46.7% | 04/01/2025 |
| Bemanaged Financial Services, Inc. | $91.1M | $442M | 20.6% | 03/28/2025 |
| Milestone Investments, Inc. | $88.6M | $227M | 39.0% | 02/05/2025 |
| Martin Fleisher, Jd Pc | $69.8M | $164M | 42.6% | 03/28/2025 |
| Ekon Advisors, Llc | $46.4M | $207M | 22.4% | 02/25/2025 |
| Navigate 401 K, Llc | $29.9M | $259M | 11.5% | 02/24/2025 |
| Upper Left Wealth Management, Llc | $28.9M | $165M | 17.5% | 02/06/2025 |
| Golden K Wealth Management, Llc | $24.3M | $159M | 15.2% | 03/24/2025 |
| Lone Peak Partners Management Lp | $23.3M | $186M | 12.5% | 03/27/2025 |
| Madrone Investment Advisory, Llc | $17.2M | $226M | 7.6% | 03/24/2025 |
| Fpf Fa L.L.C. | $15.9M | $144M | 11.1% | 01/08/2025 |
| Wolf Financial Advisors Llc | $7.0M | $111M | 6.3% | 03/21/2025 |
| Hawkins Investment Counsel, Llc | $2.6M | $151M | 1.7% | 03/14/2025 |
| N | $1.2M | $138M | 0.9% | 01/15/2025 |
| Aimz Investment Advisors Llc | $718K | $505M | 0.1% | 03/19/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.