| $11.1T | MALVERN | PA | Advisor / Fund Manager Selection + 2 more Company Portfolio ManagementPublications | |
| $8.4T | MALVERN | PA | Advisor / Fund Manager Selection + 1 more Company Portfolio Management | |
| $5.7T | BOSTON | MA | Advisor / Fund Manager Selection + 4 more Company Portfolio ManagementIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management | |
| $4.3T | SAN FRANCISCO | CA | Company Portfolio Management + 2 more Institutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $3.8T | LOS ANGELES | CA | Company Portfolio Management + 3 more Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management | |
| $3.7T | NEWPORT BEACH | CA | Advisor / Fund Manager Selection + 6 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management | |
| $3.5T | NEW YORK | NY | Advisor / Fund Manager Selection + 6 more Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management | |
| $2.7T | MALVERN | PA | Advisor / Fund Manager Selection + 1 more Company Portfolio Management | |
| $2.6T | NEW YORK | NY | Advisor / Fund Manager Selection + 6 more Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management | |
| $2.2T | BALTIMORE | MD | Advisor / Fund Manager Selection + 4 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $2T | PURCHASE | NY | Advisor / Fund Manager Selection + 7 more Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting | |
| $1.8T | NEW YORK | NY | Advisor / Fund Manager Selection + 5 more EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting | |
| $1.7T | BOSTON | MA | Company Portfolio Management + 2 more Institutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $1.7T | SAN FRANCISCO | CA | Advisor / Fund Manager Selection + 4 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $1.6T | NEW YORK | NY | Advisor / Fund Manager Selection + 5 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management | |
| $1.4T | BOSTON | MA | Company Portfolio Management + 3 more Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $1.4T | BOSTON | MA | Advisor / Fund Manager Selection + 5 more Company Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management | |
| $1.4T | BOSTON | MA | Advisor / Fund Manager Selection + 6 more Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services | |
| $1.2T | CHICAGO | IL | Advisor / Fund Manager Selection + 6 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications | |
| $1.2T | RALEIGH | NC | Advisor / Fund Manager Selection + 7 more EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications | |
| $1.1T | NEWARK | NJ | Advisor / Fund Manager Selection + 6 more Company Portfolio ManagementEducationInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications | |
| $1.1T | NEW YORK | NY | Company Portfolio Management + 2 more Institutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $1T | AUSTIN | TX | Company Portfolio Management + 3 more Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $1T | ST. LOUIS | MO | Advisor / Fund Manager Selection + 4 more Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting | |
| $995B | JERSEY CITY | NJ | Advisor / Fund Manager Selection + 2 more Individual Portfolio ManagementInstitutional Portfolio Management | |
| $941B | DOWNERS GROVE | IL | Company Portfolio Management + 3 more Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management | |
| $915.8B | WEEHAWKEN | NJ | Advisor / Fund Manager Selection + 7 more EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublicationsSecurities Ratings | |
| $873.9B | PITTSBURGH | PA | Company Portfolio Management + 3 more Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $819.1B | FORT MILL | SC | Education + 4 more Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services | |
| $763.4B | NASHVILLE | TN | Advisor / Fund Manager Selection + 7 more Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications | |
| $749.5B | ATLANTA | GA | Company Portfolio Management + 4 more Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management | |
| $720.8B | NEW YORK | NY | Institutional Portfolio Management + 1 more Pooled Vehicle Portfolio Management | |
| $718.5B | NEW YORK | NY | Institutional Portfolio Management + 1 more Pooled Vehicle Portfolio Management | |
| $702.2B | NEW YORK | NY | Advisor / Fund Manager Selection + 5 more Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $684.8B | SEATTLE | WA | Company Portfolio Management + 3 more Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $676.7B | PRINCETON | NJ | Advisor / Fund Manager Selection + 4 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $671.4B | ST. LOUIS | MO | Advisor / Fund Manager Selection + 5 more Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting | |
| $660.5B | MINNEAPOLIS | MN | Advisor / Fund Manager Selection + 7 more EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications | |
| $621B | LONDON | | Advisor / Fund Manager Selection + 6 more Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management | |
| $614.9B | BERWYN | PA | Advisor / Fund Manager Selection + 6 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications | |
| $601.8B | TOKYO | | Advisor / Fund Manager Selection + 3 more Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $590.1B | PITTSBURGH | PA | Advisor / Fund Manager Selection + 1 more Company Portfolio Management | |
| $588.2B | NEW YORK | NY | Advisor / Fund Manager Selection + 5 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management | |
| $570.6B | MIAMI | FL | Pooled Vehicle Portfolio Management | |
| $563.8B | WHIPPANY | NJ | Advisor / Fund Manager Selection + 4 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $514.1B | BOSTON | MA | Company Portfolio Management + 2 more Institutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $509.5B | SAN MATEO | CA | Company Portfolio Management + 3 more Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
| $502.4B | BOSTON | MA | Advisor / Fund Manager Selection + 5 more Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management | |
| $501B | ST. PETERSBURG | FL | Advisor / Fund Manager Selection + 6 more EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting | |
| $484.1B | LONDON | | Advisor / Fund Manager Selection + 3 more Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management | |
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