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3,000+ SEC-registered advisory firms, compared on the facts that matter — regulatory AUM, fee model, fiduciary status, and location. Every profile is built from public SEC filings. Browse below, or let us match you in 2 minutes.

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Compiled from 14,001 firms in the SEC Form ADV dataset.

Browse by state

New York528California318Massachusetts178Texas178Illinois162Florida157Pennsylvania152Connecticut103Ohio103Georgia80New Jersey76Minnesota71Michigan68Virginia65Colorado57Wisconsin57Maryland54North Carolina53Missouri52Washington48Tennessee40Kansas39Indiana37Arizona34Oregon32Utah27Iowa26Nebraska22Alabama19Kentucky16South Carolina16Washington, D.C.14Oklahoma12Idaho11Delaware9Louisiana9Nevada9Rhode Island9Vermont9Arkansas8Mississippi7New Hampshire7Montana6Maine5New Mexico4West Virginia4Hawaii3Wyoming3Alaska2South Dakota1

Largest firms by assets

Ranked by regulatory AUM reported to the SEC.

Merrill Lynch, Pierce, Fenner & Smith Incorporated logoMerrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY · $1.8T AUM · Fee-basedEdward Jones logoEdward JonesSt. Louis, MO · $1.0T AUM · Fee-basedMorgan Stanley logoMorgan StanleyPurchase, NY · $2.0T AUM · Fee-basedStrategic Advisers LLC logoStrategic Advisers LLCBoston, MA · $1.4T AUM · Fee-basedLpl Financial LLC logoLpl Financial LLCFort Mill, SC · $819B AUM · Fee-basedAmeriprise Financial Services, LLC logoAmeriprise Financial Services, LLCMinneapolis, MN · $660B AUM · Fee-basedUbs Financial Services INC. logoUbs Financial Services INC.Weehawken, NJ · $916B AUM · Fee-basedGoldman Sachs Asset Management, L.P. logoGoldman Sachs Asset Management, L.P.New York, NY · $2.6T AUM · Fee-basedWells Fargo Advisors logoWells Fargo AdvisorsSt. Louis, MO · $671B AUM · Fee-basedJ.P. Morgan Investment Management INC. logoJ.P. Morgan Investment Management INC.New York, NY · $3.5T AUM · Fee-basedCharles Schwab Investment Management, INC logoCharles Schwab Investment Management, INCSan Francisco, CA · $1.7T AUM · Fee-basedFidelity Management & Research Company LLC logoFidelity Management & Research Company LLCBoston, MA · $5.7T AUM · Fee-based

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