In 2025, CAPTRUST was the largest registered investment advisory firm in the United States by assets under management. The assets under management (AUM) of CAPTRUST amounted to around **** billion U.S. dollars at the end of 2024.
What funds do RIAs manage?
RIAs cater mostly to high net worth individuals. The asset allocation of high net worth individuals included equity, cash equivalents, and real estate. The most affluent of these, the ultra-high net worth individuals, are concentrated in the United States, giving U.S.-based RIAs access to a large pool of assets to manage.
The investment industry
There are thousands of RIAs in the United States. In addition to advising clients on the economic environment and their investment options, the most successful RIAs learn how to adjust to their clients’ preferences. For example, these clients have their favorite communication channels that vary by generation. Under such circumstances, it pays to know whether an e-mail or phone call is more appropriate for client communication.
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Financial Advisor. (September 25, 2025). Leading registered investment advisory firms in the United States in 2025, by assets under management (in billion U.S. dollars) [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 24, 2026, from /statistics/615111/leading-rias-usa-by-total-aum/
Financial Advisor. "Leading registered investment advisory firms in the United States in 2025, by assets under management (in billion U.S. dollars)." Chart. September 25, 2025. ÌÇÐÄÆƽâ°æ. Accessed July 24, 2026. /statistics/615111/leading-rias-usa-by-total-aum/
Financial Advisor. (2025). Leading registered investment advisory firms in the United States in 2025, by assets under management (in billion U.S. dollars). ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 24, 2026. /statistics/615111/leading-rias-usa-by-total-aum/
Financial Advisor. "Leading Registered Investment Advisory Firms in The United States in 2025, by Assets under Management (in Billion U.S. Dollars)." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 25 Sep 2025, /statistics/615111/leading-rias-usa-by-total-aum/
Financial Advisor, Leading registered investment advisory firms in the United States in 2025, by assets under management (in billion U.S. dollars) ÌÇÐÄÆƽâ°æ, /statistics/615111/leading-rias-usa-by-total-aum/ (last visited July 24, 2026)
Leading registered investment advisory firms in the United States in 2025, by assets under management (in billion U.S. dollars) [Graph], Financial Advisor, September 25, 2025. [Online]. Available: /statistics/615111/leading-rias-usa-by-total-aum/
