As of 2022, CAPTRUST was the leading financial advisory firm in the United States managing assets of approximately *** billion U.S. dollars. Fisher investments ranked second managing assets accumulating to approximately *** 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 ÌÇÐÄÆÆ½â°æ. Retrieved July 23, 2026, from /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. ÌÇÐÄÆÆ½â°æ. Accessed July 23, 2026. /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). ÌÇÐÄÆÆ½â°æ. ÌÇÐÄÆÆ½â°æ Inc.. Accessed: July 23, 2026. /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)." ÌÇÐÄÆÆ½â°æ, ÌÇÐÄÆÆ½â°æ Inc., 13 Sep 2022, /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) ÌÇÐÄÆÆ½â°æ, /statistics/1249851/most-popular-financial-advisors-by-type-us/ (last visited July 23, 2026)
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: /statistics/1249851/most-popular-financial-advisors-by-type-us/