BREAKAWAYIQ RESEARCH / 2026-10-31
THE250.
The largest U.S.
registered investment advisers.
Know the market before you build your next prospect list. One report. 250 firms. Ranked by reported regulatory assets under management.
- INCLUDED
- Firm, CRD, office, assets, employees & filing date
- SNAPSHOT
- 2026-10-01
- FORMAT
- PDF with links to BreakawayIQ firm profiles
A map of scale.
A starting point for research.
This report includes institutional managers and fund advisers, as well as wealth-management firms. It is not a list limited to independent RIAs.
Regulatory AUM is not revenue, performance or a quality rating. Corporate affiliates remain separate, and their assets can overlap. The report reflects our published SEC snapshot.
Read the ranking methodology →What happens next?
We email your download link. Open any firm name in the PDF to continue into its BreakawayIQ profile. Profiles require sign-in and workspace access; the PDF is free.
If you also request the newsletter, confirm it using the separate link in the email. You can receive the report without joining the mailing list.