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Mutual Fund Companies ranked by Assets Under Management (AUM).

Mutual Fund Firm Data updated on 02/20/19 

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Ranked by
AUM
on 2/20/2019
Company NameAUM $ (in Billions)DateNewsClick to get
Company
Info
1Black Rock Funds$5,980.0012/31/2018AUM falls by nearly 1/2 trillion $ in Q4 2018 - But still #1Request info...
2Vanguard$4,500.0012/31/2018AUM falls by 300 billion $ from May to EOY 2018Request info...
3Charles Schwab$3,360.0012/31/20182018 AUM down but up from 2016Request info...
4State Street Global Advisors$2,511.0012/31/2018AUM falls 10.6% in Q4 2018Request info...
5Fidelity Investments$2,400.0012/31/2018AUM falls by 1.5 trillion $ from March to December 2018Request info...
6JP Morgan$2,077.009/30/2018JP Morgan announces moves into cryptocurrency - 2/19/19Request info...
7BNY Mellon (Dreyfus)$1,700.0012/31/2018BYN moves up to #7 AUM industry rankingRequest info...
8PIMCO$1,660.0012/31/2018AUM down by 1/4 trillion in Q4 2018Request info...
9Amundi Asset Mgmt$1,610.0012/31/2018Only has a small Q4 2018 AUM loss which ranks high among peersRequest info...
10Capital Group$1,600.006/30/2018Request info...
11Prudential Investments$1,410.009/30/2018Request info...
12BofA Merrill Lynch$1,400.0012/31/2018BofA's/Merrill Lynches' 15,000 advisors help them move up the industry AUM rankings
13TD Ameritrade$1,297.0010/17/2017Client assets only - not AUM. AUM not published??Request info...
14Legal & General Investments$1,229.0012/31/2018New UK TV campaign to beginRequest info...
15T Rowe Price$1,039.0012/31/2018AUM increased from 2017 EOY to 2018 EOYRequest info...
16Wellington Management$1,000.0012/31/2018Request info...
17Edward Jones$1,000.006/30/2018Request info...
18Natixis Global Associates$999.509/30/2018Request info...

19TIAA$970.0012/31/2018Near stable AUM leads industry peersRequest info...
20Invesco$930.6012/31/2018AUM is down 4.5% in Q4 but up for the yearRequest info...
21Ameriprise Financial$913.409/30/2018Request info...
22AXA$907.106/30/2018Request info...
23Northern Trust$855.0012/31/2018Large drop in AUMRequest info...
24Goldman Sachs Asset Management$794.003/31/2018David Solomon takes over on 1/1/19 amid Malaysia scandalRequest info...
25Deutsche Asset Management$781.0012/31/2018Nicolas Moreau steps downRequest info...
26UBS$781.009/30/2018"2019 market will be similar to 2018" - per UBS press releaseRequest info...
27Insight Investors$778.909/30/2018Part of BYN MellonRequest info...
28Legg Mason$746.701/31/2019Only a slight AUM loss in Q4 AUM which is good in comparisonRequest info...
29Affiliated Managers Group (AMG)$736.0012/31/2018Request info...
30Franklin Templeton$649.9012/7/2018"Stock slides due to rough 4th quarter", says new CEORequest info...
31Principal Financial Group$626.8012/31/2018CFO to speak at BofA conference
32MetLife$588.009/30/2018New agreement with Brighthouse FinancialRequest info...
33New York Life/Mainstay$544.0012/31/2018The Actuarial Foundation announced that it has received a $300,000 grant from NY Life Foundation - . 2/14/19Request info...
34Wells Fargo Advisors$540.003/30/2018Lots of problems but still has 13,968 financial advisors as of 12/31/18Request info...
35Alliance Bernstein$538.001/31/2019AUM rose 5% in January 2019Request info...
36Dimensional Fund Advisers$517.0012/31/2018Jed Fogwell to chair investment committeeRequest info...
37Pictet$517.009/30/2018Nocolas Pictet expected to retireRequest info...
38Sun Life Global Investments$490.3912/31/2018Oil prices and CAD $ exchange rates hurt resultsRequest info...
39The BlackStone Group$472.0012/31/2018Huge Q4 AUM increaseRequest info...
40Morgan Stanley$463.0012/31/2018To acquire Solium Capital announced on 2/15/19Request info...
41MFS Investment Management$452.601/31/2019Request info...
42AVIVA$451.009/30/2018Moved 9 billion to Dublin in light of Brexit uncertaintyRequest info...
43Standard Life Aberdeen (UK)$450.0012/31/2018Sir Douglas Flint is the new chairmanRequest info...
44Nomura Asset Management$450.006/30/2018Nomura to start paying on merit replacing age based compensation - 1/8/19Request info...
45Columbia Threadneedle$432.5012/31/2018Commits to sponsor Boston Marathon through 2023Request info...
46BNP Paribas$425.009/30/2018Sponsorship with Womens TennisRequest info...
47Eaton Vance Distributors$423.1012/31/2018"2019 could be a mirror image of 2018", per Easton Vance press releaseRequest info...
48Credit Sussie$413.009/30/2018To pay $5.3 billon in fines over fraud to the "US Justice Department." Commentary: This is purposely a politically neutral website but what else costs 5.3 billion? Yikes. Could Swiss mistakes end up paying for the (four letter word)? Not picking sides but my job to give you information, connect dots, and analysis information affecting economics. This is a possilbe bombshell. Remember - You heard it here first.Request info...
49Federated Investors$392.007/27/2018Request info...
50Julius Baer Securities$382.1012/31/2018Pictet entices two top Julius Baer brokers to switchRequest info...
51Manulife Asset Mgmt$364.0012/31/2018Reports record high Hong Kong resultsRequest info...
52Aegon$355.7012/31/2018Former Chairman, Jaap Peters, has passedRequest info...
53RBC Global Wealth (CAN)$329.006/30/2018Request info...
54Janus Henderson Group$328.5012/31/2018AUM down 13% in Q4 2018Request info...
55Dodge & Cox$314.003/31/2018Request info...
56SEI Investments$307.009/30/2018Request info...
57Neuberger Berman$304.0012/31/2018Buying Cartesian Capital - 11/1/18Request info...
58Barings$303.9012/31/2018Request info...
59Apollo Management$270.0012/31/2018Kristi Mitchem is the new CEORequest info...
60Guggenheim Partners$265.0012/31/2018Completes merger with Millstein & CoRequest info...
61Frank Russell Investments$261.2012/31/2018Peter Gunning is confirmed at Chief Investment OfficerRequest info...
62BMO Global Asset Group$260.003/31/2018"Buys stake in COX TV stations" - 2/15/19Request info...
63Loomis Sayles & Co$249.7012/31/2018Affiliated with Natixis GlobalRequest info...
64Oppenheimer Funds$226.001/31/2019Being purchased by Invesco - announced 10/18/18Request info...
65Carlyle Group$216.5012/31/2018AUM is up in Q4 2018 beating the industry averageRequest info...
66BrightSphere$206.3012/31/2018OMAM rebrands as BrightSphere. AUM drops 15.1% in 2018Request info...
67Voya (ING)$203.4012/31/2018AUM drop of 9.3% in 2018Request info...
68Lazard Mgmt. Group$192.8012/31/2018Increased stake in VisaRequest info...
69TCW Group$191.0012/31/2018Nippon Life buys 25% stake in TCWRequest info...
70Robeco/ORIX$189.006/30/2018Part of AXARequest info...
71American Century Investments$179.003/6/2018Nomura buys 40%Request info...
72Putnam Investments$169.001/31/2019Shep Perkins in the new Chief Investment OfficerRequest info...
73Lord Abbett & Co$162.4012/31/2018New managing partnerRequest info...
74Bridgewater$160.0012/31/2018Request info...
75IGM Financial$154.001/31/2019Purchased MacKenzieRequest info...
76Raymond James$134.9012/31/2018"Raymond James Financial to acquire boutique investment bank Silver Lane Advisors" - 1/23/19Request info...
77Conning$132.8012/31/2018Conning Completes Strategic Investment in Global EvolutionRequest info...
78OakTree$120.0012/31/2018OakTree to present at Credit Sussie ConferenceRequest info...
79Doubleline$120.0012/31/2018Launches new real estate fundsRequest info...
80The Hartford$115.403/31/2018Named "2019 Military Friendly Employer"Request info...
81MAN Group$114.009/30/2018Request info...
82Artisan Partners Financial$105.301/31/2019AUM drops 10% in second half of 2018Request info...
83LPL Financial$105.0012/31/2018"Buying Strategic Financial" - 2/15/19Request info...
84Virtus Investment Partners$92.0012/31/2018Buys Sustainable Growth AdvisorsRequest info...
85US Bancorp$81.0012/31/2018"U.S. Bancorp to shed more than 700 jobs" - 10/24/18Request info...
86TPG Capital$72.0012/31/2018Highest bidder in Sonatype acquisitionRequest info...
87Stifel Financial Corp$71.5012/10/2018Completes acquisition of NewStar FinancialRequest info...
88USAA Investment Management$69.209/30/2018"Victory Capital to buy USAA" - 11/6/18Request info...
89Victory Capital$69.209/30/2018"To buy USAA Asset Management" division - 11/6/18Request info...
90Oakmark Funds$68.8012/31/2018"Poor Q4 2018" per new CEORequest info...
91Waddell & Reed$65.8012/31/2018AUM drops in 2018Request info...
92William Blair Funds$61.6012/10/2018Request info...
93Sterling Capital$56.0012/31/2018Only had a small AUM loss in Q4 2018 - better than industry averageRequest info...
94Causeway Capital Management$51.4012/31/2018"There are opportunities in a US/China trade war" - Causeway Capital - 9/30/2018Request info...
95Cerberus Capital Management$50.006/30/2018Request info...
96Robert W Baird & Co$47.0012/31/2018Had increase in Q4 2018 AUM with is better than industry average among peers - great folks at the Davidson, NC officeRequest info...
97Thornburg Asset Management$47.006/30/2018Request info...
98Fortress$42.109/30/2018Purchased by SoftbankRequest info...
99Gabelli Investors$37.402/16/2019Reports record Q2 earningsRequest info...
100Glenmede Investment Management$37.001/23/2019Request info...
101Pzena$36.6012/31/2018Request info...
102Pacific Global Asset Management$36.122/12/2019Part of Pacific LifeRequest info...
103AGF Management Limited$34.5012/31/2018McCredie to CEORequest info...
104Och-Ziff$33.009/30/2018Request info...
105Quilter (was Old Mutual)$31.509/30/2018Large AUM % loss in Q4 2018Request info...
106Brown Brothers Harriman$31.409/30/2018To acquire part of Strategic LogisticsRequest info...
107Matthews Asia Funds$29.401/31/2019Request info...
108Ares Management$28.0012/31/2018Ares Management announces acquisition Of three Texas wind farms - 12/21/18Request info...
109Davis Select Advisers$26.803/31/2018Request info...
110Manning & Napier$20.702/12/2019Request info...
111Reams Asset Mgmt$20.6012/31/2018Purchased by Raymond JamesRequest info...
112Sterne Agee (SA Stone)$20.003/31/2018Outstanding Kannapolis/Cornelius TeamRequest info...
113Touchstone Investments$18.003/31/2018Buying Sentinel's assetsRequest info...
114Impax Asset Group$14.9912/31/2018Request info...
115Dyal Capital Partners$14.5011/30/2018Owned by Neuberger BermanRequest info...
116Royce Funds$12.8012/31/2018Request info...
117Mercer Advisors$12.003/31/2018Buying Bell Wealth ManagementRequest info...
118Ariel Investments$11.6012/31/2018Request info...
119Avenue Capital Management$9.601/31/2019Considering purchase of ArcilRequest info...
120Kelso & Company$9.304/26/2018To buy majority interest in Newport GroupRequest info...
121Tricon$5.7011/7/2018Specializes in Real Estate InvestmentsRequest info...
122Emerald$5.609/30/20181251 Capital Group to buy EmeraldRequest info...
123FIS Group$5.604/30/2018To purchase "equal sized" Piedmont Investment AdvisorsRequest info...
124Saturna Capital$3.5012/31/2018AUM increasedRequest info...
125Westchester Capital$3.509/30/2018Request info...
126Tweedy Browne Co$3.209/30/2018Request info...
127Z Capital Group$2.3012/31/2018Request info...
128Heartland Advisors$1.3012/31/2018Request info...
129Lafayette Investments$0.403/26/2018Request info...
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