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Comprehensive list of financial advisor companies in the U.S

Updated September 17, 2025
 CompanyAUMHeadquarters
1Ameriprise Financial Services1.17 trillionMinnesota
2Baird Wealth Management355.00 billionWisconsin
3Bank of America Wealth Management3.37 trillionNew York
4Betterment45.00 billionNew York
5BlackRock10.01 trillionNew York
6BMO Wealth Management5.70 billionIllinois
7Brinker Capital53.00 billionPennsylvania
8Cambridge Investment Research100.00 billionIowa
9Capital One Advisors900.00 millionVirginia
10CAPTRUST Financial Advisors1.00 trillionNorth Carolina
11Certiy Partners Financial Advisors53.30 billionNew York
12Charles Schwab7.13 trillionTexas
13Citi Personal Wealth Management34.86 billionNew York
14Citizens Investment Services0.48 millionRhode Island
15Corient Financial Advisors164.00 billionFlorida
16Creative Planning245.00 billionKansas
17CWM Financial Advisors198.10 millionNevada
18Edelman Financial Engines291.00 billionCalifornia
19Edward Jones1.80 trillionMissouri
20Ellevest Financial Advisors2.00 billionNew York
21Empower Financial Advisors340.40 millionColorado
22Equitable Advisors1.03 trillionNew York
23Evoke Advisors10.20 billionCalifornia
24Facet1.70 billionMaryland
25Fidelity4.90 trillionMassachusetts
26Fisher Investments276.00 billionTexas
27Goldman Sachs Private Wealth222.00 billionNew York
28GW&K Investment Management48.00 billionMassachusetts
29Hall Capital Partners46.70 billionCalifornia
30Harness WealthN/ANew York
31Hightower Advisors130.80 billionIllinois
32JP Morgan Personal Advisors900.00 billionCalifornia
33LPL Financial1.00 trillionCalifornia
34Mercer344.00 billionNew York
35Merrill Lynch1.09 trillionNew York
36Moneta Group37.40 billionMissouri
37Morgan Stanley Private Wealth5.70 trillionNew York
38NFP Retirement96.50 billionNew York
39Northwestern Mutual262.10 billionWisconsin
40Oppenheimer & Co. Inc36.80 billionNew York
41Raymond James Financial215.00 billionFlorida
42Rothschild & Co Wealth Advisors120.00 billionNew York
43State Street Global Advisors3.60 trillionMassachusetts
44Stifel Financial Corp436.00 billionMissouri
45Summit Rock19.90 billionNew York
46T. Rowe Price1.63 trillionMaryland
47Treasury Partners24.70 billionNew York
48UBS Wealth Management5.00 trillionNew York
49Vanguard9.30 trillionPennsylvania
50Wells Fargo Financial Advisors558.50 billionMissouri

Map of financial advisor headquarters in the U.S.

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