| Rank | Name | U.S. institutional tax-exempt AUM ($M) |
|---|---|---|
| 1 | BlackRock Inc. | $831,742.0 |
| 2 | State Street Global Advisors | $694,512.0 |
| 3 | Fidelity Investments | $573,538.8 |
| 4 | Northern Trust Global Investments | $460,000.0 |
| 5 | Vanguard Group Inc. | $451,692.0 |
| 6 | TIAA-CREF | $408,747.0 |
| 7 | Pacific Investment Management Co. LLC | $396,050.0 |
| 8 | BNY Mellon Asset Management | $381,363.0 |
| 9 | Prudential Financial | $330,720.0 |
| 10 | J.P. Morgan Asset Management | $212,309.0 |
| 11 | Legg Mason Inc. | $203,477.4 |
| 12 | Capital Research & Management Co. | $196,463.0 |
| 13 | T. Rowe Price Associates Inc. | $193,991.0 |
| 14 | Wellington Management Co. LLP | $165,908.0 |
| 15 | MetLife Inc. | $156,580.0 |
| 16 | Principal Global Investors | $136,399.0 |
| 17 | Dodge & Cox | $130,352.4 |
| 18 | ING Investment Management US | $126,717.0 |
| 19 | Loomis, Sayles & Co. LP | $115,876.0 |
| 20 | The Goldman Sachs Group Inc. | $109,000.0 |
| 21 | Invesco | $104,739.1 |
| 22 | AllianceBernstein LP | $96,433.0 |
| 23 | Geode Capital Management | $90,900.0 |
| 24 | Morgan Stanley | $86,099.0 |
| 25 | Dimensional Fund Advisors LP | $84,715.0 |
| As of December 31, 2011. All Data and information is the property of Pensions & Investments (P&I) and others and is protected by copyright and other intellectual property laws. All rights are reserved by P&I. The Data may not be resold, republished, redistributed, sublicensed or publicly displayed on a Web site without the permission of P&I. | ||
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline