Top 10 Wealth Management Companies in United States

We’re tracking 29,915 Wealth Management companies in United States.

With Surfe App, you can easily find the right prospects, build lead lists, and enrich contacts with verified emails and phone numbers.

Companies	Employees	HQ location	Revenue	Founded	Estimated Traffic	Industries
Principal Financial Group	View 19,241 employees	🇺🇸 Iowa, Des Moines+88	$ >1000M	1879	32,264,000	Advice, Finance
Prudential Financial	View 24,008 employees	🇺🇸 Newark+38	$ >1000M	2020	32,320,001	Financial Services, Insurance
Ameriprise Financial	View 24,409 employees	🇺🇸 Minnesota, Minneapolis+9	$ >1000M	1894	11,351,999	Advice, Consulting
Schwab	View 32,334 employees	🇺🇸 Texas, Westlake+15	$ >1000M	1973	64,219	Finance, Financial Services
T. Rowe Price	View 9,039 employees	🇺🇸 Maryland, Baltimore+16	$ >1000M	1937	22,417,000	Financial Services, Finance
Stifel Financial Corp.	View 7,728 employees	🇺🇸 Missouri, St. Louis+11	$ >1000M	1890	2,304,833	Advice, Finance
LPL Financial	View 12,902 employees	🇺🇸 California, San Diego+27	$ >1000M	1989	18,655,999	Advice, Consulting
Primerica	View 36,365 employees	🇺🇸 Georgia, Duluth+20	$ >1000M	1977	2,139,000	Financial Services, Insurance
Athene	View 1,790 employees	🇺🇸 Iowa, West Des Moines+7	$ >1000M	2009	1,128,844	Financial Services, Retirement
Vanguard	View 23,430 employees	🇺🇸 Malvern+12	$ 500-1000M	1975	222,075,000	Financial Services, Finance
Principal Financial Group	View 19,241 employees	🇺🇸 Iowa, Des Moines+88	$ >1000M	1879	32,264,000	Advice, Finance
Prudential Financial	View 24,008 employees	🇺🇸 Newark+38	$ >1000M	2020	32,320,001	Financial Services, Insurance
Ameriprise Financial	View 24,409 employees	🇺🇸 Minnesota, Minneapolis+9	$ >1000M	1894	11,351,999	Advice, Consulting
Schwab	View 32,334 employees	🇺🇸 Texas, Westlake+15	$ >1000M	1973	64,219	Finance, Financial Services
T. Rowe Price	View 9,039 employees	🇺🇸 Maryland, Baltimore+16	$ >1000M	1937	22,417,000	Financial Services, Finance
Stifel Financial Corp.	View 7,728 employees	🇺🇸 Missouri, St. Louis+11	$ >1000M	1890	2,304,833	Advice, Finance
LPL Financial	View 12,902 employees	🇺🇸 California, San Diego+27	$ >1000M	1989	18,655,999	Advice, Consulting
Primerica	View 36,365 employees	🇺🇸 Georgia, Duluth+20	$ >1000M	1977	2,139,000	Financial Services, Insurance
Athene	View 1,790 employees	🇺🇸 Iowa, West Des Moines+7	$ >1000M	2009	1,128,844	Financial Services, Retirement
Vanguard	View 23,430 employees	🇺🇸 Malvern+12	$ 500-1000M	1975	222,075,000	Financial Services, Finance

1. Principal Financial Group

Principal Financial Group, based in Des Moines, Iowa, holds a prominent position in the US wealth management industry. As a global financial investment management leader, the company offers a comprehensive range of retirement solutions, insurance products, and asset management services. Principal Financial Group strives to help clients around the world build, protect, and advance their financial well-being through innovative solutions that include managing retirement savings effectively and planning for future financial needs. Their strategic focus is on expanding their wealth management services to meet the evolving needs of both individual investors and businesses in the US market.

Location 🇺🇸 Iowa, Des Moines	Size View 19,241 employees
Revenue $ >1000M	Industries Community and Lifestyle, Financial Services, Professional Services
	View Similar Companies

2. Prudential Financial

Prudential Financial, headquartered in the United States, is a prominent force in the wealth management industry. The company provides a wide range of financial services including asset management, insurance, and retirement solutions, tailored to meet the diverse needs of its clients across various stages of financial planning. Prudential’s commitment to financial wellness is underscored by its innovative approaches to investments and strategic asset allocation, helping clients achieve their long-term financial objectives while navigating the complexities of the market. With a focus on personalization and performance, Prudential Financial stands as a key player in empowering financial security and prosperity.

Location 🇺🇸 Newark	Size View 24,008 employees
Revenue $ >1000M	Industries Financial Services, Community and Lifestyle, Professional Services
	View Similar Companies

3. Ameriprise Financial

Ameriprise Financial, located in the United States, operates as a leader in wealth management, providing a comprehensive range of services aimed at achieving financial goals for individuals and businesses. The firm specializes in financial planning, investments, risk management, and insurance solutions, emphasizing personalized strategies that align with client aspirations. Ameriprise’s commitment to leveraging deep industry knowledge and technology ensures that it stays ahead in helping clients navigate complex financial landscapes, solidifying its reputation in the U.S. wealth management sector.

Location 🇺🇸 Minnesota, Minneapolis	Size View 24,409 employees
Revenue $ >1000M	Industries Community and Lifestyle, Financial Services, Professional Services
	View Similar Companies

4. Schwab

Schwab, based in the US, is a powerhouse in the wealth management industry, offering a broad range of financial services including brokerage, banking, and financial advisory services. Renowned for its client-centered approach, Schwab aims to democratize investment advice with affordable, accessible, and technology-driven solutions. As a leader in the sector, Schwab integrates innovative technology with personalized consultancy to help individuals and institutions achieve their financial goals effectively. Their strategic focus on transparent pricing and robust customer service continues to attract and retain discerning clients nationwide.

Location 🇺🇸 Texas, Westlake	Size View 32,334 employees
Revenue $ >1000M	Industries Financial Services, Professional Services, Lending and Investments
	View Similar Companies

6. Stifel Financial Corp.

Stifel Financial Corp., headquartered in St. Louis, Missouri, is a prominent wealth management and investment banking firm operating extensively across the United States. As a major player in the wealth management industry, Stifel offers tailored financial solutions aimed at supporting individuals, corporations, and institutions in achieving their financial goals. The company prides itself on its deep client relationships built on trust and a thorough understanding of market dynamics, providing robust investment strategies and financial planning services to navigate complex markets.

Location 🇺🇸 Missouri, St. Louis	Size View 7,728 employees
Revenue $ >1000M	Industries Community and Lifestyle, Financial Services, Professional Services
	View Similar Companies

7. LPL Financial

LPL Financial, headquartered in San Diego, California, is one of the leading financial services companies in the United States, focusing primarily on wealth management. They provide technology, brokerage, and investment advisory services through independent financial advisors. As a crucial fixture in the wealth management industry, LPL enables its advisors to focus on tailoring strategies specifically suited to individual investment goals and circumstances. This client-centric approach helps reinforce their presence in the competitive U.S. financial landscape.

Location 🇺🇸 California, San Diego	Size View 12,902 employees
Revenue $ >1000M	Industries Financial Services, Professional Services
	View Similar Companies

8. Primerica

Primerica, based in Duluth, Georgia, is a prominent player in the US wealth management industry. The firm is well-known for its unique approach to offering financial products and services directly to middle-income households. Primerica’s business model focuses on empowering its clients by providing them with the tools and knowledge necessary for personal financial independence. They offer a range of services including life insurance, mutual funds, and annuities, aiming to help everyday Americans understand and manage their finances more effectively. This client-centric approach has positioned Primerica as a trusted name in financial security and wealth management across the United States.

Location 🇺🇸 Georgia, Duluth	Size View 36,365 employees
Revenue $ >1000M	Industries Financial Services, Health Care, Community and Lifestyle
	View Similar Companies

9. Athene

Athene, headquartered in the US, is a leading provider of retirement savings products, primarily focusing on fixed annuity sales. By leveraging deep expertise in investment, risk management, and strategic acquisitions, Athene aims to support financial security for its clients. In the competitive wealth management industry of the US, Athene distinguishes itself with innovative, customer-tailored financial solutions that respond to market trends and individual needs, thereby securing its position as a prominent player in retirement planning.

Location 🇺🇸 Iowa, West Des Moines	Size View 1,790 employees
Revenue $ >1000M	Industries Community and Lifestyle, Financial Services, Professional Services
	View Similar Companies

10. Vanguard

Vanguard, a titan within wealth management, operates from its headquarters in the United States, championing low-cost investment solutions that resonate widely with individual investors and institutions alike. Known for its pioneering approach to low-cost mutual funds and ETFs, Vanguard has established itself as a beacon of strategic financial planning and investment integrity. Its client-first philosophy and scale which allows for reduced fund costs, positions Vanguard as a preferred partner for long-term wealth growth and management strategies, making it particularly relevant for those looking to fortify and expand their financial portfolio in a sensible, cost-effective manner.

Location 🇺🇸 Malvern	Size View 23,430 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Lending and Investments, Community and Lifestyle
	View Similar Companies

Book a demo

29,915

Challenges Faced by Wealth Management Companies in Navigating the US Financial Market

Technological Innovations Shaping the Future of Wealth Management in the United States

Leveraging Personalized Communication Strategies

Importance of Sustainability and ESG in United States Wealth Management Practices

Exploring Traditional vs. Digital Wealth Management in the United States

Need prospects?