Winthrop & Co.

Winthrop & Co. · From SEC Form ADV, data as of Sep 1, 2026

Top RIAs by state

14,812
SEC-registered RIAs
$160.46T
Regulatory AUM
4,817
Firms at $1B and above
Fewer to more SEC-registered RIAsHover a state for its numbers. Click to open the state page.

14,812 RIAs registered with the SEC list a main office in a US state or the District of Columbia, managing $160.46T in regulatory assets per the SEC's Form ADV data as of Sep 1, 2026. 4,817 of them report $1 billion or more.Each state page lists every firm, sorted by regulatory assets as each firm filed them, with the SEC's record linked on every row.

All states

Fifty states and the District of Columbia

Nationally

The ten largest filers by regulatory AUM

The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.

  1. 01Vanguard Group Inc · Malvern, PA$11.09T
  2. 02Vanguard Capital Management, LLC · Malvern, PA$8.44T
  3. 03Fidelity Management & Research Company LLC · Boston, MA$5.69T
  4. 04BlackRock Fund Advisors · San Francisco, CA$4.28T
  5. 05Capital Research and Management Company · Los Angeles, CA$3.75T
  6. 06Pacific Investment Management Company LLC · Newport Beach, CA$3.67T
  7. 07J.P. Morgan Investment Management Inc. · New York, NY$3.52T
  8. 08Vanguard Portfolio Management, LLC · Malvern, PA$2.66T
  9. 09Goldman Sachs Asset Management, L.P. · New York, NY$2.65T
  10. 10T. Rowe Price Associates, Inc. · Baltimore, MD$2.20T

Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.