In 2023, Moneta Group was the third highest-ranking wealth management by total assets under management (AUM) in the United States, with roughly 37.5 billion U.S. dollars. Pathstone ranked second, with roughly 11 billion U.S. dollars more in AUM, higher than Moneta Group. The top spot was occupied by Creative Planning, with 175.27 billion U.S. dollars in AUM.
Leading wealth management firms in the United States in 2023, by total Assets Under Management
(billion U.S. dollars)
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RIA Channel. (July 31, 2024). Leading wealth management firms in the United States in 2023, by total Assets Under Management (billion U.S. dollars) [Graph]. In Statista. Retrieved December 31, 2024, from https://www.statista.com/statistics/1482735/leading-wealth-management-firms-in-the-us-total-aum/
RIA Channel. "Leading wealth management firms in the United States in 2023, by total Assets Under Management (billion U.S. dollars)." Chart. July 31, 2024. Statista. Accessed December 31, 2024. https://www.statista.com/statistics/1482735/leading-wealth-management-firms-in-the-us-total-aum/
RIA Channel. (2024). Leading wealth management firms in the United States in 2023, by total Assets Under Management (billion U.S. dollars). Statista. Statista Inc.. Accessed: December 31, 2024. https://www.statista.com/statistics/1482735/leading-wealth-management-firms-in-the-us-total-aum/
RIA Channel. "Leading Wealth Management Firms in The United States in 2023, by Total Assets Under Management (Billion U.S. Dollars)." Statista, Statista Inc., 31 Jul 2024, https://www.statista.com/statistics/1482735/leading-wealth-management-firms-in-the-us-total-aum/
RIA Channel, Leading wealth management firms in the United States in 2023, by total Assets Under Management (billion U.S. dollars) Statista, https://www.statista.com/statistics/1482735/leading-wealth-management-firms-in-the-us-total-aum/ (last visited December 31, 2024)
Leading wealth management firms in the United States in 2023, by total Assets Under Management (billion U.S. dollars) [Graph], RIA Channel, July 31, 2024. [Online]. Available: https://www.statista.com/statistics/1482735/leading-wealth-management-firms-in-the-us-total-aum/
