Ranking of the Top Ten Largest Wealth Management Companies in the World in the Year 2025
In the world of wealth management, the top players continue to shape the financial landscape. As of July 2025, the exact ranking of the top 10 largest wealth management firms by AUM is not fully disclosed, but some key firms and their rankings with AUM amounts are available.
According to unbiased.com, 545 Group, Polk Wealth Management Group, and Jones Zafari Group are among the largest players in the industry. The 545 Group boasts an impressive AUM of $52.4 billion, while the Polk Wealth Management Group and Jones Zafari Group manage $44.2 billion and $29.3 billion respectively.
Other notable mentions include Savant Wealth Management, which ranks 24th by AUM with over $1 billion, indicating a broader competitive landscape. However, the exact top 10 details are not fully disclosed.
One firm that stands out is BlackRock, which remains the most valuable asset management brand globally with a brand value of $8.3 billion. Although the exact AUM ranking of BlackRock is not specified in the data, it is likely that BlackRock features in the top 10 wealth managers by AUM, given its significant brand value and growth in assets under management.
Other firms like RBC Wealth Management and Goldman Sachs are also significant players, with RBC Wealth Management being one of the largest full-service wealth management firms in the U.S., and Goldman Sachs having an Assets Under Supervision (AUS) of $3.14 trillion as of the end of 2024.
For a fully verified and detailed top 10 list for July 2025, the most authoritative sources would be Financial Advisor Magazine's 2025 RIA Ranking or Brand Finance's asset management reports, which were partially cited but without a complete published list in the search results.
Investing in well-established firms like 545 Group, Polk Wealth Management Group, and Jones Zafari Group, which are among the largest players in the wealth management industry, can be an attractive proposition for those seeking growth in their personal finance. Meanwhile, BlackRock, with its impressive brand value and continued growth in assets under management, is likely to be among the top 10 largest wealth management firms by AUM, although its exact ranking is not specified.
