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 October 11, 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 October 11, 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: October 11, 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 October 11, 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/