Leading RIA firms in the United States 2023, by AUM

As of December 2023, Cambridge Associates, LLC was the largest registered investment advisory firm in the United States by assets under management. The assets under management (AUM) of Cambridge Associates LLC amounted to 294 billion U.S. dollars. What funds do RIAs manage? RIAs cater mostly to high net worth individuals. The asset allocation of high net worth individuals included equity, cash equivalents, and real estate. The most affluent of these, the ultra-high net worth individuals, are concentrated in the United States, giving U.S.-based RIAs access to a large pool of assets to manage.The investment industry There are thousands of RIAs in the United States. In addition to advising clients on the economic environment and their investment options, the most successful RIAs learn how to adjust to their clients’ preferences. For example, these clients have their favorite communication channels that vary by generation. Under such circumstances, it pays to know whether an email or phone call is more appropriate for client communication.

截至2023年12月，剑桥顾问有限责任公司（Cambridge Associates, LLC）已成为美国管理资产规模最大的注册投资顾问公司。该公司管理资产（AUM）总额达到2940亿美元。投资顾问公司（RIAs）管理哪些基金？投资顾问公司主要服务于高净值个人。高净值个人的资产配置包括股票、现金等价物和房地产。其中，最为富裕的超高净值个人主要集中在美利坚合众国，这为美国本土的投资顾问公司提供了庞大的资产管理资产池。投资行业方面，美国拥有数千家投资顾问公司。除了就经济环境和投资选择向客户提供咨询外，最成功的投资顾问公司还学会了如何适应客户的偏好。例如，这些客户有着他们偏好的、随代际而变化的沟通渠道。在这种情况下，了解电子邮件或电话是否更适合客户沟通就显得尤为重要。

搜集汇总

背景与挑战

背景概述

该数据集列出了2025年美国领先的注册投资顾问公司（RIA）及其管理的资产规模（AUM），重点关注高净值个人的资产配置和行业趋势。数据来源于2025年的调查，并包含AUM的详细统计信息。