As of 2022, CAPTRUST was the leading financial advisory firm in the United States managing assets of approximately 655 billion U.S. dollars. Fisher investments ranked second managing assets accumulating to approximately 209 billion U.S. dollars.
Leading financial advisors in the United States in 2022, by assets under management (AUM)
(in billion U.S. dollars)
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SmartAsset. (September 13, 2022). Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars) [Graph]. In Statista. Retrieved December 18, 2024, from https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/
SmartAsset. "Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars)." Chart. September 13, 2022. Statista. Accessed December 18, 2024. https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/
SmartAsset. (2022). Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars). Statista. Statista Inc.. Accessed: December 18, 2024. https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/
SmartAsset. "Leading Financial Advisors in The United States in 2022, by Assets under Management (Aum) (in Billion U.S. Dollars)." Statista, Statista Inc., 13 Sep 2022, https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/
SmartAsset, Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars) Statista, https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/ (last visited December 18, 2024)
Leading financial advisors in the United States in 2022, by assets under management (AUM) (in billion U.S. dollars) [Graph], SmartAsset, September 13, 2022. [Online]. Available: https://www.statista.com/statistics/1249851/most-popular-financial-advisors-by-type-us/