Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Top RIAs by city.

The 25 US cities with the most wealth management RIAs headquartered there, and the largest firms in each, from SEC Form ADV.

CityWealth-management RIAsTheir AUMLargest firm
New York, NY400$4.49TMerrill Lynch, Pierce, Fenner & Smith Incorporated
Houston, TX199$141.08BValic Financial Advisors, Inc.
Dallas, TX186$117.88BProspera Financial Services, Inc.
Atlanta, GA186$296.38BTruist Advisory Services, Inc.
Austin, TX146$156.38BKestra Advisory Services, LLC
San Francisco, CA144$168.1BJordan Park Group LLC
Chicago, IL143$580.91BHightower Advisors, LLC
Miami, FL135$239.81BCorient
Scottsdale, AZ134$293.85BOsaic Wealth, Inc.
San Diego, CA128$70.32BIndependent Financial Group, LLC
Los Angeles, CA114$231.12BCapital Group Private Client Services, Inc.
Denver, CO106$137.65BMercer Global Advisors Inc.
Boston, MA106$457.59BNatixis Advisors, LLC
Newport Beach, CA93$122.62BBeacon Pointe Advisors, LLC
Overland Park, KS87$472.68BCreative Planning
Cincinnati, OH86$98.17BJohnson Investment Counsel, Inc.
Charlotte, NC84$131.51BWells Fargo Investment Institute, Inc.
Phoenix, AZ70$36.51BFoundations Investment Advisors LLC
Irvine, CA70$46.15BAcorns
San Antonio, TX69$29.84BSendero Wealth Management, LLC
Seattle, WA68$762.99BParametric Portfolio Associates
Indianapolis, IN67$44.13BSapient Capital LLC
Portland, OR67$39.5BFerguson Wellman Capital Management, Inc.
Tampa, FL65$62.53BIndependent Financial Partners
Columbus, OH62$54.66BNationwide Investment Advisors, LLC