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Leading wealth management firms in the United States in 2024, by total Assets Under Management (billion U.S. dollars)

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Source

Release date

September 2025

Region

United States

Survey time period

2024

Method of interview

Online survey

Supplementary notes

Date of access used as release date.

The source ranked wealth managers based on SEC filings dated March 31, 2024.

Citation formats

Leading wealth management firms in the U.S. 2024, by total AUM

Published by K. Scholle, Sep 17, 2025

In 2024, Moneta Group was the highest-ranking wealth management firm by total assets under management (AUM) in the United States, with roughly **** billion U.S. dollars. Pathstone ranked *, with roughly ** billion U.S. dollars more in AUM, higher than Moneta Group. The leading firm was occupied by Creative Planning, with * billion U.S. dollars in AUM.

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