Rank | Firm | Assets (in millions) |
---|---|---|
1 | J.P. Morgan Asset Management | $148,600.0 |
2 | Morgan Stanley | $114,600.0 |
3 | BlackRock Inc. | $53,603.0 |
4 | Invesco | $16,762.2 |
5 | Pacific Investment Management Co. LLC | $15,253.0 |
6 | BNY Mellon Asset Management | $12,132.0 |
7 | PNC Financial Services Group Inc. | $11,500.0 |
8 | Franklin Templeton Investments | $10,636.0 |
9 | Ashmore Investment Management Ltd. | $8,400.0 |
10 | Parametric Portfolio Associates | $7,861.2 |
11 | Davis Selected Advisers LP | $6,275.0 |
12 | Oaktree Capital Management LP | $3,913.0 |
13 | BMO Asset Management | $3,848.0 |
14 | Tocqueville Asset Management LP | $3,779.4 |
15 | Eaton Vance Management | $3,117.0 |
16 | State Street Global Advisors | $2,724.0 |
17 | Tweedy Browne Co. LLC | $2,597.2 |
18 | Hines | $2,574.0 |
19 | Payden & Rygel | $2,463.0 |
20 | Brown Brothers Harriman & Co. | $2,074.0 |
21 | Boston Trust & Investment Management Co. | $1,978.0 |
22 | Samson Capital Advisors LLC | $1,404.1 |
23 | Kornitzer Capital Management Inc. | $1,343.0 |
24 | Parnassus Investments | $1,202.9 |
25 | T. Rowe Price Associates Inc. | $1,173.0 |
26 | AEW Capital Management LP | $1,076.8 |
27 | Kingdon Capital Management LLC | $882.0 |
28 | RidgeWorth Capital Management Inc. | $800.0 |
29 | Thompson Siegel & Walmsley LLC | $727.8 |
30 | Evanston Capital Management LLC | $699.0 |
31 | Baillie Gifford Overseas Ltd. | $650.0 |
32 | Cavanal Hill Investment Management Inc. | $640.8 |
33 | McDonnell Investment Management LLC | $621.0 |
34 | Vaughan Nelson Investment Management LP | $602.0 |
35 | Westfield Capital Management Co. LP | $578.0 |
36 | Sit Investment Associates Inc. | $576.0 |
37 | Farr Miller & Washington LLC | $541.8 |
38 | Cambiar Investors LLC | $486.6 |
39 | Flippin Bruce & Porter Inc. | $466.0 |
40 | Mount Lucas Management Corp. | $440.0 |
41 | Cramer Rosenthal McGlynn LLC | $438.0 |
42 | Aberdeen Asset Management Inc. | $434.0 |
43 | Nuveen Investments | $427.5 |
44 | Colchester Global Investors Ltd. | $413.0 |
45 | TCW Group | $377.0 |
46 | New Boston Fund Inc. | $375.7 |
47 | Income Research & Management | $373.0 |
48 | RCM Capital Management LLC | $368.0 |
49 | Colony Capital LLC | $350.0 |
50 | The London Co. | $316.2 |
Total | $453,473.2 | |
As of Dec. 31. * Those with $100M in investible assets. Data based on responses of 711 asset management firms in the May 2011 directory of the largest money managers. |
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.