Data updated on 7/31/17

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| Get ‘FREE” Info from the top 100 Investment Companies in just a few clicks

| We rank the top mutual fund companies by the key metric of Assets Under Management (AUM) each quarter

| Check up on your existing investment company’s status

| How to make your investment company(s) compete harder for your business to help you win or upgrade

 


Ranked by
AUM
on 7/23/2017
Company Name Assets Under
Management
(AUM) In
$ Billions
Date2017 NewsClick to get
Company
Info
1Black Rock Funds$5,470.00 4/19/2017Worlds largest asset management companyRequest info...
2Vanguard$4,300.00 4/26/2017Request info...
3State Street Global Advisors$2,560.00 3/31/2017Paid $32.3 million for criminal fraud fines 1/18/17Request info...
4Fidelity Investments$1,926.40 3/31/2017Won 14 Lipper AwardsRequest info...
5JP Morgan$1,800.00 3/31/2017Request info...
6BNY Mellon (Dreyfus)$1,700.00 3/31/2017Request info...
7Amundi Asset Mgmt$1,516.00 7/1/2017Purchased Pioneer on 6/22/17Request info...
9PIMCO$1,510.00 3/31/2017PIMCO settles SEC charges 12/1/16Request info...
8American Funds Investments/PIMCO$1,300.00 3/31/2017Request info...
10Prudential Investments$1,299.00 5/3/2017AUM is growing at a high rateRequest info...
11Northern Trust$1,000.00 3/31/2017Request info...
12Wellington Management$1,000.00 3/31/2017Request info...
13TIAA$936.003/31/2017purchaed NuveenRequest info...
14T Rowe Price$904.006/30/2017Targeting Schwab customersRequest info...
15Natixis Global Associates$895.603/31/2017Request info...

16TD Ameritrade$847.003/31/2017Buying Scott TradeRequest info...
17Invesco$834.004/30/2017Acquring Source (ETFs)Request info...
18AXA$801.903/31/2017Request info...
19Goldman Sachs Asset Management$794.003/31/2017Request info...
20Deutsche Asset Management$773.003/31/2017Request info...
21Affilated Managers Group (AMG)$754.003/31/2017Purchaed Ashton FundsRequest info...
22Legg Mason$745.006/30/2017AUM up 17.0 B in one quarterRequest info...
23Franklin Templeton$742.906/30/2017AUM up $10.9 B year over year 6/30/19Request info...
24Dimensional Fund Advisers$652.003/31/2017Request info...
25BNP Paribas$648.603/31/2017Request info...
26Principal Financial Group$619.703/31/2017
27UBS$600.004/15/2017Request info...
28Insight Investors$576.803/31/2017Request info...
29Alliance Bernstein$504.004/30/2017Request info...
30RBC Global Wealth (CAN)$490.004/6/2017Request info...
31Wells Fargo Advantage Funds$481.004/13/2017FINRA fined Wells $1 million in reporting violationRequest info...
32Ameriprise Financial$467.003/31/2017Request info...
33MFS Investment Management$448.204/30/2017Request info...
34BofA Merrill Lynch$418.003/31/2017

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35Nomura Asset Management$400.003/31/2017Request info...
36Eaton Vance Distributors$387.005/21/2017Request info...
37Aberdeen Asset Management (UK)$385.003/7/2017Request info...
38Lafayette Investments$378.003/31/2017Request info...
39The BlackStone Group$370.007/20/2017To purchase "IMC" leading furniture show roomsRequest info...
40Credit Sussie$367.003/31/2017Request info...
41Julius Baer Securities$365.305/18/2017Request info...
42Federated Investors$361.703/31/2017Request info...
43Columbia Management$350.003/31/2017Request info...
44Manulife$343.004/3/2017Request info...
45AVIVA$319.003/9/2017Request info...
46Lizard Mgmt Group$288.0012/31/2016Request info...
47SEI Investments$279.003/31/2017SEI to buy Archway Technologies 7/5/17Request info...
48Morgan Stanley$277.005/16/2017Earnings surge 60% - 4/17/17Request info...
49Dodge & Cox$275.003/31/2017Request info...
50Frank Russell Investments (Northwestern Mutual)$266.005/30/2017Request info...
51Guggenheim Partners$260.003/31/2017Request info...
52Old Mutual$249.003/31/2017Request info...
53Pioneer Investments$244.403/31/2017Request info...
54BMO Global Asset Group$239.703/31/2017Request info...
55Oppenheimer Funds$235.004/28/2017Named one of the best places to work 7/19/17Request info...
56Charles Schwab$227.903/31/2017Request info...
57Voya (ING)$219.003/31/2017Request info...
58Neuberger Berman$218.705/15/2017Deeper commitment to China 4/1/17Request info...
59Estancia Capital Mgmt$209.505/15/2017Request info...
60Janus Capital Group$204.703/31/2017Request info...
61Edward Jones$204.005/1/2017FINRA fined Edward Jones $750k for reporting violationRequest info...
62Baring Capital Management$200.005/22/2017Purchased Babson CapitalRequest info...
63TCW Group$199.303/31/2017Request info...
64Apollo Management$197.003/31/2017Request info...
65Robeco$165.503/31/2017Request info...
66Putnam Investments$162.004/30/2017Advertising in 50 million person skiing nicheRequest info...
67Carlyle Group$162.003/31/2017Request info...
68Mercer Advisors$157.003/16/2017Request info...
69IGM Financial$144.205/31/2017AUM down slightlyby highly transparent reportingRequest info...
70Lord Abbett & Co$143.503/31/2017Request info...
71John Hancock Funds (CAN)$140.003/31/2017Request info...
72USAA Investment Management$135.005/15/2017Request info...
73LPL Financial$135.003/31/2017(Note: advisory funds only)Request info...
74Oakmark Funds$118.003/31/2017Request info...
75Robert W Baird & Co$117.004/19/2017Request info...
76Aegon$114.003/31/2017Target advertising in the tennis nicheRequest info...
77Conning$113.003/31/2017Request info...
78Artisan Partners Financial$106.505/9/2017Request info...
79First Eagle Investment Management$105.003/31/2017Request info...
80OakTree$100.304/27/2017Slight increase in AUMRequest info...
81Doubleline$100.003/31/2017Request info...
82MAN Group$88.705/5/2017Request info...
83The Hartford$87.103/31/2017Lead article: "Retirement under Trump"...Request info...
84Virtus Investment Partners$85.006/30/2017Request info...
85TransAmerica Funds$79.304/15/2017Reduced workforce by 800 - 12/2/16Request info...
86Fortress$70.203/31/2017Request info...
87TPG Capital$67.003/31/2017Request info...
88US Bancorp$67.003/31/2017Request info...
89Ares Management$65.203/31/2017Request info...
90MetLife$63.203/29/2017Request info...
91Victory Capital$56.603/31/2017Request info...
92Sun Life Global Investments$56.003/31/2017Request info...
93MacKenzie Investments$51.604/4/2017part of IGMRequest info...
94Sterling Capital (BB&T)$50.003/31/2017Request info...
95Ivy Funds$48.503/31/2017Request info...
96Thornburg Asset Management$48.003/31/2017Request info...
97American Century Investments (Normra to buy 41%)$44.102/28/2017Request info...
98Gabelli Investors$41.403/31/2017Request info...
99Heartland Advisors$39.005/15/2017Request info...
100AGF Management Limited$36.305/2/2017Request info...
101Och-Ziff$32.005/1/2017Request info...
102Royce Funds$32.002/7/2017Request info...
103Cerberus Capital Management$30.003/31/2017Request info...
104Scout Investments$27.304/10/2017RJ to acquireRequest info...
105Davis Select Advisers$27.005/15/2017Request info...
106Matthews Asia Funds$25.6012/31/2016Request info...
107Reams Asset Mgmt$22.903/31/2017Request info...
108Touchstone Investments$20.003/31/2017Buying Sentinel's assetsRequest info...
109Waddell & Reed$19.003/31/2017Request info...
110Tweedy Browne Co$17.503/31/2017Request info...
111William Blair Funds$16.203/31/2017Request info...
112Brown Brothers Harriman$13.503/31/2017Request info...
113Ariel Investments$10.905/15/2017Request info...
114Avenue Capital Management$10.104/30/2017Request info...
115Kelso & Company$9.503/31/2017Request info...
116Pacific Funds$6.203/31/2017Part of Pacific LifeRequest info...
117FIS Group$4.803/31/2017Request info...
118Saturna Capital$3.303/31/2017Request info...
119Mainstay Capital/NYLife$2.103/31/2017Request info...
120- - Click for All Companies >>>Request info...
Oher developments
Nuveen Investments(purchaed by TIAA)
Aston Funds(purchased by AMG)
RS Investments(purchased by Victory Cap)
Calvert Funds(purchased by Eaton Vance)
  • Women are having great success in their careers. Many women need their investment skills and network to keep up with their careers.Men statistically dying earlier than women. Divorce and health issues, results in many women finding themselves more and more in the role of being responsible for decisions for investing and managing the finances.
  • Yes, it is a given that many woman are as smart or smarter than men in investing
  • These articles and blogs help women with their new investing roles
  • From mother, then add bread winner and now add the title of investor

How to Get Started

  1. Click on the companies you want to research from the list below | It’s free!
  2. Pick two or more investment companies to research for your short list.
  3. Once you pick your companies, meet with each company to discuss your goals and set your investments.

Our #1 Investing Tip

  • We HIGHLY RECOMMEND you work with two or more companies. NONE of your investment advisors will like but they will respect you for it. It is just good and smart business.
  • As a successful investor, I always split my portfolio between two or more companies.
  • How do you know if one company is really working hard for you unless you can compare their results?
  • Most all investment people are competitive. That is how that got into the positions they are in. if they know they are competing for better returns and service, you make their competitive nature work in your favor. It has worked for me and it can work for you too.
  • After a year or so, move your money from the company that is not performing as well. And upgrade your worst company to a new one.
  • Mediocre returns will hurt your retirement.
  • Always upgrade your investment company on your terms. That is just good business.

How This Works 

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Easy Instructions to Get Your Company Information 

Data updated: 5/28/17

  • Using the list below, decide which companies you are interested in getting more information
  • Click on the “logo” or “Request Info…” button
  • Fill out the form
  • Request as information from as many companies as you wish – no limit

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  • It is true that geo-political events have a direct bearing on macro-economic results, this site’s intent is to stay neutral politically as much as possible.
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