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(Updated: 2/20/19)



Ranked by
on 2/20/2019
Company NameAUM $ (in Billions)DateNews
1Black Rock Funds$5,981.00 12/31/2018AUM falls by nearly 1/2 trillion $ in Q4 2018 - But still #1
2Vanguard$4,500.00 12/31/2018AUM falls by 300 billion $ from May to EOY 2018
3Charles Schwab$3,360.00 12/31/20182018 AUM down but up from 2016
4State Street Global Advisors$2,510.00 12/31/2018AUM falls 10.6% in Q4 2018
5Fidelity Investments$2,400.00 12/31/2018AUM falls by 1.5 trillion $ from March to December 2018
6JP Morgan$2,078.00 9/30/2018JP Morgan announces moves into cryptocurrency - 2/19/19
7BNY Mellon (Dreyfus)$1,700.00 12/31/2018BYN moves up to #7 AUM industry ranking
8PIMCO$1,660.00 12/31/2018AUM down by 1/4 trillion in Q4 2018
9Amundi Asset Mgmt$1,611.00 12/31/2018Only has a small Q4 2018 AUM loss which ranks high among peers
10Capital Group$1,600.00 6/30/2018
11Prudential Investments$1,411.00 9/30/2018
12BofA Merrill Lynch$1,400.00 12/31/2018BofA's/Merrill Lynches' 15,000 advisors help them move up the industry AUM rankings
13TD Ameritrade$1,298.00 10/17/2017Client assets only - not AUM. AUM not published??
14Legal & General Investments$1,228.00 12/31/2018New UK TV campaign to begin
15T Rowe Price$1,040.00 12/31/2018AUM increased from 2017 EOY to 2018 EOY
16Wellington Management$1,000.00 12/31/2018
17Edward Jones$1,000.00 6/30/2018
18Natixis Global Associates$999.609/30/2018
19TIAA$970.0012/31/2018Near stable AUM leads industry peers
20Invesco$930.7012/31/2018AUM is down 4.5% in Q4 but up for the year
21Ameriprise Financial$913.309/30/2018
23Northern Trust$855.0012/31/2018Large drop in AUM
24Goldman Sachs Asset Management$794.003/31/2018David Solomon takes over on 1/1/19 amid Malaysia scandal
25Deutsche Asset Management$781.0012/31/2018Nicolas Moreau steps down
26UBS$781.009/30/2018"2019 market will be similar to 2018" - per UBS press release
27Insight Investors$778.909/30/2018Part of BYN Mellon
28Legg Mason$746.701/31/2019Only a slight AUM loss in Q4 AUM which is good in comparison
29Affiliated Managers Group (AMG)$736.0012/31/2018
30Franklin Templeton$649.9012/7/2018"Stock slides due to rough 4th quarter", says new CEO
31Principal Financial Group$626.7012/31/2018CFO to speak at BofA conference
32MetLife$588.009/30/2018New agreement with Brighthouse Financial
33New York Life/Mainstay$544.0012/31/2018The Actuarial Foundation announced that it has received a $300,000 grant from NY Life Foundation - . 2/14/19
34Wells Fargo Advisors$540.003/30/2018Lots of problems but still has 13,968 financial advisors as of 12/31/18
35Alliance Bernstein$538.001/31/2019AUM rose 5% in January 2019
36Dimensional Fund Advisers$517.0012/31/2018Jed Fogwell to chair investment committee
37Pictet$517.009/30/2018Nocolas Pictet expected to retire
38Sun Life Global Investments$490.3712/31/2018Oil prices and CAD $ exchange rates hurt results
39The BlackStone Group$472.0012/31/2018Huge Q4 AUM increase
40Morgan Stanley$463.0012/31/2018To acquire Solium Capital announced on 2/15/19
41MFS Investment Management$452.5
42AVIVA$451.009/30/2018Moved 9 billion to Dublin in light of Brexit uncertainty
43Standard Life Aberdeen (UK)$450.0012/31/2018Sir Douglas Flint is the new chairman
44Nomura Asset Management$450.006/30/2018Nomura to start paying on merit replacing age based compensation - 1/8/19
45Columbia Threadneedle$432.5012/31/2018Commits to sponsor Boston Marathon through 2023
46BNP Paribas$425.009/30/2018Sponsorship with Womens Tennis
47Eaton Vance Distributors$423.0012/31/2018"2019 could be a mirror image of 2018", per Easton Vance press release
48Credit Sussie$413.009/30/2018To pay $5.3 billon in fines over fraud to the "US Justice Department." Commentary: This is purposely a politically neutral website but what else costs 5.3 billion? Yikes. Could Swiss mistakes end up paying for the (four letter word)? Not picking sides but my job to give you information, connect dots, and analysis information affecting economics. This is a possilbe bombshell. Remember - You heard it here first.
49Federated Investors$392.007/27/2018
50Julius Baer Securities$382.1012/31/2018Pictet entices two top Julius Baer brokers to switch
51Manulife Asset Mgmt$364.0012/31/2018Reports record high Hong Kong results
52Aegon$355.6012/31/2018Former Chairman, Jaap Peters, has passed
53RBC Global Wealth (CAN)$329.006/30/2018
54Janus Henderson Group$328.5012/31/2018AUM down 13% in Q4 2018
55Dodge & Cox$314.003/31/2018
56SEI Investments$307.009/30/2018
57Neuberger Berman$304.0012/31/2018Buying Cartesian Capital - 11/1/18
59Apollo Management$270.0012/31/2018Kristi Mitchem is the new CEO
60Guggenheim Partners$265.0012/31/2018Completes merger with Millstein & Co
61Frank Russell Investments$261.1012/31/2018Peter Gunning is confirmed at Chief Investment Officer
62BMO Global Asset Group$260.003/31/2018"Buys stake in COX TV stations" - 2/15/19
63Loomis Sayles & Co$249.6012/31/2018Affiliated with Natixis Global
64Oppenheimer Funds$226.001/31/2019Being purchased by Invesco - announced 10/18/18
65Carlyle Group$216.4012/31/2018AUM is up in Q4 2018 beating the industry average
66BrightSphere$206.2012/31/2018OMAM rebrands as BrightSphere. AUM drops 15.1% in 2018
67Voya (ING)$203.3012/31/2018AUM drop of 9.3% in 2018
68Lazard Mgmt. Group$192.7012/31/2018Increased stake in Visa
69TCW Group$191.0012/31/2018Nippon Life buys 25% stake in TCW
70Robeco/ORIX$189.006/30/2018Part of AXA
71American Century Investments$179.003/6/2018Nomura buys 40%
72Putnam Investments$169.001/31/2019Shep Perkins in the new Chief Investment Officer
73Lord Abbett & Co$162.5012/31/2018New managing partner
75IGM Financial$154.001/31/2019Purchased MacKenzie
76Raymond James$134.9012/31/2018"Raymond James Financial to acquire boutique investment bank Silver Lane Advisors" - 1/23/19
77Conning$132.7012/31/2018Conning Completes Strategic Investment in Global Evolution
78OakTree$120.0012/31/2018OakTree to present at Credit Sussie Conference
79Doubleline$120.0012/31/2018Launches new real estate funds
80The Hartford$115.303/31/2018Named "2019 Military Friendly Employer"
81MAN Group$114.009/30/2018
82Artisan Partners Financial$105.201/31/2019AUM drops 10% in second half of 2018
83LPL Financial$105.0012/31/2018"Buying Strategic Financial" - 2/15/19
84Virtus Investment Partners$92.0012/31/2018Buys Sustainable Growth Advisors
85US Bancorp$81.0012/31/2018"U.S. Bancorp to shed more than 700 jobs" - 10/24/18
86TPG Capital$72.0012/31/2018Highest bidder in Sonatype acquisition
87Stifel Financial Corp$71.5012/10/2018Completes acquisition of NewStar Financial
88USAA Investment Management$69.109/30/2018"Victory Capital to buy USAA" - 11/6/18
89Victory Capital$69.109/30/2018"To buy USAA Asset Management" division - 11/6/18
90Oakmark Funds$68.7012/31/2018"Poor Q4 2018" per new CEO
91Waddell & Reed$65.7012/31/2018AUM drops in 2018
92William Blair Funds$61.5012/10/2018
93Sterling Capital$56.0012/31/2018Only had a small AUM loss in Q4 2018 - better than industry average
94Causeway Capital Management$51.4012/31/2018"There are opportunities in a US/China trade war" - Causeway Capital - 9/30/2018
95Cerberus Capital Management$50.006/30/2018
96Robert W Baird & Co$47.0012/31/2018Had increase in Q4 2018 AUM with is better than industry average among peers - great folks at the Davidson, NC office
97Thornburg Asset Management$47.006/30/2018
98Fortress$42.009/30/2018Purchased by Softbank
99Gabelli Investors$37.302/16/2019Reports record Q2 earnings
100Glenmede Investment Management$37.001/23/2019
102Pacific Global Asset Management$36.112/12/2019Part of Pacific Life
103AGF Management Limited$34.5012/31/2018McCredie to CEO
105Quilter (was Old Mutual)$31.409/30/2018Large AUM % loss in Q4 2018
106Brown Brothers Harriman$31.309/30/2018To acquire part of Strategic Logistics
107Matthews Asia Funds$29.201/31/2019
108Ares Management$28.0012/31/2018Ares Management announces acquisition Of three Texas wind farms - 12/21/18
109Davis Select Advisers$26.803/31/2018
110Manning & Napier$20.602/12/2019
111Reams Asset Mgmt$20.5012/31/2018Purchased by Raymond James
112Sterne Agee (SA Stone)$20.003/31/2018Outstanding Kannapolis/Cornelius Team
113Touchstone Investments$18.003/31/2018Buying Sentinel's assets
114Impax Asset Group$15.0012/31/2018
115Dyal Capital Partners$14.5011/30/2018Owned by Neuberger Berman
116Royce Funds$12.8012/31/2018
117Mercer Advisors$12.003/31/2018Buying Bell Wealth Management
118Ariel Investments$11.6012/31/2018
119Avenue Capital Management$9.601/31/2019Considering purchase of Arcil
120Kelso & Company$9.304/26/2018To buy majority interest in Newport Group
121Tricon$5.7011/7/2018Specializes in Real Estate Investments
122Emerald$5.609/30/20181251 Capital Group to buy Emerald
123FIS Group$5.604/30/2018To purchase "equal sized" Piedmont Investment Advisors
124Saturna Capital$3.5012/31/2018AUM increased
125Westchester Capital$3.509/30/2018
126Tweedy Browne Co$3.209/30/2018
127Z Capital Group$2.3012/31/2018
128Heartland Advisors$1.3012/31/2018
129Lafayette Investments$0.403/26/2018
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