18423764_10155353693569096_7393977252298884235_n

No FISH here ,,,,Let’s move on….  An Ocean of money out there!

Need a reason how about Trillions

( $1 Trillion Dollars added to AUM with RIA’s (below))

Pure Recurring, Residual, and Compouding Fee Revenue
on $1 Trillion in “new” Assets Under Management (AUM) is about $10 Billion a year to Advisors.

What is an independent financial advisor?
Independent registered investment advisors (RIAs) are professional independent advisory firms that provide
personalized financial advice to their clients, many of whom have complex financial needs.

Because these advisors are independent,
they are not tied to any particular family of
funds or investment products.

As fiduciaries, they are held to the
highest standard of care—and are
required to act in the best interests
of their clients at all times.
They are registered with either the
Securities and Exchange Commission
or state securities regulators.

Why does it matter if your advisor
is independent?

Many independent advisory firms are
owned by the individual advisors who
run them, so they forge deep, personal
relationships and have a strong sense of
accountability to their clients.

As one of the fastest-growing areas
within the financial services industry,
independent advisors have increased their
assets managed by more than 14% year
over year since 2008, and this number is
expected to grow another $1 trillion in the
next two years (2015-2016) alone.1***

1*** May 2014. Cerulli associates, company reports, Charles Schwab Strategy estimates.

 

BlackRock 4,398,439.1 (That’s $4.3 trillion with one firm in the USA!!!!)

Vanguard Asset Management 3,091,978.
State Street Global Advisors 2,066,479
BNY Mellon Investment 1,492,895 –
J.P. Morgan Asset Management 1,361,178
PIMCO 1,321,158
Capital Group 1,272,080 –
Prudential Financial, Inc 1,089,737
Legal & General Investment Management 1,012,389
Goldman Sachs Asset Management International 996,650.5
Amundi 985,028.2
Wellington Management 853,274 852,629
Northern Trust Asset Management 805,763
Natixis Global Asset Management 801,128
TIAA Global Asset Management 786,478.52
Deutsche Asset Management 777,091
Invesco 714,069.8
Franklin Templeton Investments 703,219
T. Rowe Price 702,479
AXA Investment Managers 669,436
Legg Mason 618,397 534,786
Sumitomo Mitsui Trust Bank 614,761.
UBS Asset Management 597,234
Affiliated Managers Group 578,310
Mitsubishi UFJ Trust and Banking Corporation 551,179 –
Insight Investment 550,044
BNP Paribas Investment Partners 530,187.42
New York Life Investments 469,930
Allianz Global Investors 441,860
Columbia Threadneedle Investments 434,917.
AllianceBernstein 430,305
Schroder Investment Management 425,401
APG 406,413
Generali Investments Europe 395,872
Aberdeen Asset Management 394,212.8
Aviva Investors 393,352
HSBC Global Asset Management 390,423.
MFS Investment Management 380,177
Morgan Stanley Investment Management 374,180
Dimensional Fund Advisors 357,434
Principal Global Investors 349,820.
Aegon Asset Management 345,422
Standard Life Investments 343,555
M&G Investments 335,824
Federated Investors 332,546
Mellon Capital 323,860 –
Wells Capital Management 321,484.
Natixis Asset Management 320,600 –
Macquarie Asset Management 314,856
Nomura Asset Management 309,326 –
Credit Suisse 297,192 219,922
Eaton Vance Management (International) 283,393 123,509
Manulife Asset Management 277,352.04 240,594.76
Robeco 268,062 125,518
Eurizon Capital 267,057 10,538
Union Investment 260,801.52 121,437
RBC Global Asset Management 257,297 142,289
MEAG 254,813 10,890
Fidelity International 251,386 64,281
SEI 239,800 –
Dodge & Cox 238,761 185,838
Pioneer Investments 223,614 51,091
Neuberger Berman 221,263 139,366
DekaBank 217,555 92,331
BNY Mellon Cash Investment Strategies 205,990 –
Babson Capital Management 205,068 81,802
Loomis Sayles & Company 204,200 –
Voya Investment Management 191,901 82,767
Nordea Investment Management 188,978 48,046
NN Investment Partners 186,874 42,455
SEB 185,365 –
Guggenheim Partners Investment Management 181,892 123,282
PGGM 180,669 –
Nuveen Investments 171,713.88 17,780.09
Swiss Life Asset Managers 170,566 35,732
Baillie Gifford 166,924 153,143
TCW 166,390 129,845
Caisse de dépôt et placement du Québec (CDPQ) 164,366 164,366
Janus Capital Group 161,411 –
Santander Asset Management 158,760 11,807
Lazard Asset Management 154,464.06 100,158.08
Russell Investments 151,964 97,807
La Banque Postale Asset Management 150,090 –
Standish Mellon Asset Management 143,755 –
Nikko Asset Management Europe 141,504 52,897
Pictet Asset Management 139,094 56,667
Putnam Investments 135,776 60,150
Bridgewater Associates 134,000 134,000
Bank J. Safra Sarasin 133,014 –
DIAM International 131,784 –
AQR Capital Management 131,004 –
First State Investments 130,767 51,410
American Century Investments 129,270 –
Itau Asset Management 122,911 –
Talanx Asset Management 122,700 –
Eastspring Investments 120,945 4,775
Swedbank Robur 118,851 –
Helaba Invest 118,220 115,955
MN 117,634 117,634
Lyxor Asset Management 117,600 90,800
Lord, Abbett & Co 115,562 –
Royal London Asset Management 114,664 17,842
Zurcher Kantonalbank Asset Management 113,026.73 83,931.38
Harris Associates L.P. 112,800 –
Henderson Global Investors 110,636 40,904
GAM 109,498 31,044
Kohlberg Kravis Roberts & Co 109,411.3 78,134.8
Danske Capital 107,911 30,381
AMP Capital 106,160 –
Achmea Investment Management 101,957 64,362
GE Asset Management 101,490.6 9,815.7
Union Bancaire Privée, UBP SA 101,138 10,520
Union Bancaire Privee 101,138 10,520
BBVA Asset Management 100,041 –
KBC Asset Management 100,007 14,703
Artisan Partners 97,928 –
Sumitomo Mitsui Asset Management Co. 96,720.3 77,271.4
Investec Asset Management 96,558 68,411
SURA Asset Management 94,353 –
Hartford Investment Management Company 94,170 –
Candriam Investors Group 94,078 57,318
GMO UK 92,546 92,546
Harvest Fund Management 92,432 –
Groupama Asset Management 91,761.7 12,983.3
BRAM – Bradesco Asset Management 90,937.1 10,434.5
Covéa Finance 90,150 –
Oaktree Capital Management 89,629 77,285
BMO Global Asset Management (EMEA) 88,793 72,058
CIBC Global Asset Management 88,383.5 18,380.7
Vontobel Asset Management 88,058 74,186
Payden & Rygel Global 87,729 87,729
Ares Management 86,025 –
First Eagle Investment Management 83,149.9 16,744
MacKay Shields 82,110.03 51,785.99
CBRE Global Investors 81,800 81,800
Barrow, Hanley, Mewhinney & Strauss 81,620.5 81,601
Conning 81,103.92 69,612
Hines 78,405 61,939
PineBridge Investments 77,793.3 31,679.9
LSV Asset Management 77,708 77,708
Kames Capital 76,979 16,773
CI Financial 73,898.46 10,993.85
Man Group 72,540 53,499
Mediolanum Gestione Fondi 69,743.6 –
Mirae Asset Global Investments 69,483 –
OP Financial Group 68,500 –
ANIMA Sgr 66,887.76 17,242.72
BayernInvest 65,489.37 65,489.37
OFI Asset Management 65,000 –
Metzler Asset Management 64,119.73 59,481.28
Newton Investment Management 63,747 52,425
Mesirow Financial Currency Management 62,363 60,449
CM-CIC Asset Management 62,000 –
Acadian Asset Management 61,548 61,548
Storebrand Asset Management 59,574 –
LBBW Asset Management 58,343.6 55,403.6
DNB Asset Management 58,000 –
Erste Asset Management 55,899 35,908
Arrowstreet Capital 54,888 54,888
Handelsbanken Asset Management 54,489 –
Prologis 54,452 –
Walter Scott & Partners 54,067 –
BBH Investment Management 53,995 –
LaSalle Investment Management 53,700 42,200
William Blair Investment Management 53,491.1 44,808.1
Edmond de Rothschild 53,000 24,900
La Francaise 52,642 30,439
BlueBay Asset Management 52,430 34,318
Irish Life Investment Managers 52,404 –
QIC 52,356 –
Mondrian Investment Partners 52,340 52,340
Actiam 52,037 –
Carmignac 52,000 –
Delta Lloyd Asset Management 51,600 6,000
Rothschild & Cie Gestion 51,000 14,569
M.M. Warburg & Co 51,000 –
Thornburg Investment Management 50,521 2,511
Degroof Petercam Asset Management 50,018 26,029
LGT Capital Partners 49,769 31,231
Record Currency Management 49,240 49,232
Marathon Asset Management 48,730 47,881
Jupiter Asset Management 48,400 –
Cohen & Steers Capital Management, Inc. 48,132.1 27,375.9
Sal. Oppenheim 48,100 –
Brown Advisory 47,867 –
Daiwa SB Investments (UK) 46,479 26,122
Hauck & Aufhäuser Privatbankiers 46,292 12,820
Partners Group 46,000 –
Oddo Meriten Asset Management 45,900 34,700
Caixabank Asset Management 45,828 15
Cornerstone Real Estate Advisers 45,652.3 11,296.3
GCM Grosvenor 45,589 –
Ashmore Group 45,500 41,400
Tokio Marine Asset Management 44,756.8 28,869.7
Lombard Odier Investment Managers 42,661 29,853
CVC Credit 41,920 –
KLP Kapitalforvaltning 40,857 –
Joh. Berenberg, Gossler & Co 40,100 17,100
Coronation Fund Managers 39,321.73 23,971.35
THEAM 38,300 –
Fischer Francis Trees & Watts 37,613 –
Epoch Investment Partners 37,565 –
CPR Asset Management 37,500 27,481
Stone Harbor Investment Partners 36,070 36,070
HarbourVest Partners 36,000 –
Quilvest 36,000 –
Kempen Capital Management 35,899.3 23,162.7
PanAgora Asset Management 35,313 35,230
HardingLoevner 34,608 –
The Boston Company Asset Management 33,646 –
Rogge Global Partners 32,711 32,480
Baring Asset Management 32,415 23,128
Heitman 32,381 32,261
Shinhan BNP Paribas AMC 32,270 –
Hermes Investment Management 31,234 8,471.4
Hamilton Lane Advisors 31,100 31,100
Artemis Investment Management 31,064 –
W & W Asset Management 30,500 –
Victory Capital 29,610 –
Raiffeisen Capital Management 29,265 –
Old Mutual Global Investors 29,148 –
Pantheon Ventures 29,050 29,050
Pathway Capital Management 28,558 28,558
Eagle Asset Management 28,514.8 17,386.9
Fisher Investments 28,472.59 28,472.59
ARCA SGR 28,409 1,935
Gothaer Asset Management 28,300 –
Northill Capital 27,536 –
Mirabaud & Cie 26,965 –
Altius Associates 26,779.7 26,779.7
Davis Selected Advisers 26,683.23 1,693.62
J O Hambro Capital Management 26,197 21,428
Quoniam Asset Management 25,710 25,710
GW&K Investment Management 25,380 –
Adams Street Partners 24,926 24,926
Beutel Goodman & Company 24,790 –
Universal-Investment 24,675.2 24,675.2
Genesis Asset Managers 24,304 –
Brandes Investment Partners 23,946 17,712
Muzinich & Co 23,871 22,409
Alcentra 23,062 –
Seix Investment Advisors 22,792 22,792
Renaissance Technologies 22,663 –
HFT Investment Management 21,990 –
AGF Management 21,779.84 7,800.69
KGAL Group 21,687.2 16,885.4
Intermediate Capital Group 21,230.46 18,940.5
TKP Investments 21,180 21,180
Comgest 20,828 18,745
Capital Dynamics 20,682 19,702
AEW Capital Management 20,500 –
Axeltis 20,300 –
Calamos Advisors 20,167.2 7,275
BlueMountain Capital Management 20,096 –
Highland Capital Management 19,913.5 15,238.2
Kutxabank Gestion 19,608 95
DNCA 19,400 –
Nykredit Asset Management 19,269 –
Bankia 19,044 –
Assenagon Asset Management 18,939 17,369
Banco Sabadell 18,895 –
First Quadrant 18,693 –
SPF Beheer 18,062 18,062
AEW Europe 18,000 –
The Permal Group 17,773 13,371
Colony Capital Investment Advisors 17,300 16,100
Frankfurt-Trust 17,220 8,517
Savills Investment Management 16,984 12,942
Tweedy, Browne Company 16,861 –
Allianz Popular Asset Management 16,798 –
PATRIZIA Immobilien 16,600 15,500
Managed Portfolio Advisors 16,400 –
Westwood Management Corp. 16,397.74 15,911.02
Unigestion 16,308 15,105
ValueAct Capital 16,248 –
SYZ Asset Management 16,200 –
BankInvest 16,079 –
CORPUS SIREO 16,000 –
Seeyond 16,000 –
Siemens Fonds Invest 15,925.7 –
Yacktman Asset Management 15,888 –
Jyske Bank Capital Management 15,840 5,883
TimesSquare Capital Management 15,694 –
EIG Global Energy Partners 15,567 –
Brookfield Investment Management 15,397 13,756
Veritas Asset Management 15,161 –
Vescore 15,001 14,017
Majedie Asset Management 14,780 –
Reich & Tang Asset Management 14,500 –
GNB Gestãó de Activos 14,088 4,947
Kepler-Fonds 13,843 –
SCOR Investment Partners 13,600 1,543
Landmark Partners 13,599.95 –
CamGestion 13,400 –
Perennial Investment Partners 13,322 –
Alfred Berg 13,100 –
Theodoor Gilissen Bankiers 13,000 3,938
Carnegie Asset Management 12,400 9,900
EFG Asset Management (UK) 12,350 976
BPI Gestao de Activos 12,303.94 1,063.02
GPT Group 12,218 –
T&D Asset Management 12,177 –
Veritable LP 12,051 –
Patron Capital 11,795 11,355
Millennium Global Investments 11,714 –
Frontier Capital Management 11,579 –
Semper Constantia Privatbank 11,500 –
Gateway Investment Advisers 11,200 –
DJE Kapital 11,000 –
CQS 10,900 10,900
RWC Partners 10,749 10,749
DTZ Investors 10,557 10,557
Vaughan Nelson Investment Management 10,400 –
H2O Asset Management 10,300 –
SKAGEN Funds 10,206 6,429
McDonnell Investment Management 10,200 –
Pyrford International 10,193.77 9,781.56
Bantleon Bank 10,113 8,961
EII Capital Management 9,993 –
Glenview Capital Management 9,975 –
Siguler Guff 9,748 –
Edinburgh Partners 9,626 9,626
LocalTapiola Asset Management 9,407 541
Pacific Alternative Asset Management Company (PAAMCO) 9,295 9,251
Sparinvest 9,149.75 2,623.06
Chicago Equity Partners 8,997 –
Systematic Financial Management 8,785 –
ECM Asset Management 8,475 –
Trilogy Global Advisors 8,467 –
La Financiere de l’Echiquier 8,300 –
Fisch Asset Management 8,228 6,772
Rockspring Property Investment Managers 8,220 8,202
Renta 4 8,209 –
Foyston, Gordon, Payne 8,168 –
Driehaus Capital Management 8,145 –
Systematica Investments 8,037 –
Lupus Alpha Asset Management 8,000 8,000
Kairos Partners 8,000 –
Aktia 7,930 7,930
Baring Private Equity Asia 7,733 –
Kleinwort Benson Investors 7,722 7,722
Setanta Asset Management 7,693 1,136
CenterSquare Investment Management 7,556 –
Bouwinvest REIM 7,495 –
TwentyFour Asset Management 7,453.78 3,632.13
TOBAM 7,357.7 7,356.4
SPARX Asset Management 7,324 –
Jacobs Levy Equity Management 7,264 6,979
Tristan Capital Partners 7,192 7,087
Maj Invest 7,149 5,531
River Road Asset Management 7,147 –
Arion Banki 7,052 –
IDFC Asset Management Company 7,000 –
WHV Investment Management 6,937.3 2,648
AlphaSimplex Group 6,900 –
DDJ Capital Management 6,813.28 6,813.28
Gottex Fund Management 6,779 4,288
Capital Four Management 6,543 4,907
Access Capital Partners 6,500 6,500
March Asset Management 6,487 –
Maple-Brown Abbott 6,481 5,582
Liontrust Asset Management 6,425 1,505
myCIO Wealth Partners 6,312 –
Neptune Investment Management 6,163 1,213
Spängler IQAM Invest 6,160 –
McKinley Capital Management 6,159 5,957
Mirova 6,100 –
Vega Investment Managers 6,100 –
AMG Funds 6,037 –
Ibercaja Pension 5,930 5,930
Abbott Capital Management 5,904.4 5,831.9
Adveq Management 5,883 5,752
Valartis Asset Management 5,595 –
HQ Capital International 5,559 3,485
TT International 5,482 –
Baker Street Advisors 5,474 –
FIM Asset Management 5,300 –
Ryan Labs Asset Management 5,262.32 4,931.57
Third Avenue Management 5,189 –
Evli Bank 5,119 –
SouthernSun 5,114 –
Symphonia SGR 5,098 831
Mutua Madrilena 5,021 –
Investa 4,999 333
Aspect Capital 4,981 –
Sentinel Real Estate Corporation 4,859 3,499
Mapfre Inversión DOS 4,837 –
Bestinver 4,789 –
BNG Vermogensbeheer 4,768 4,768
MatlinPatterson 4,661 –
Pareto Asset Management 4,600 2,750
IPM Informed Portfolio Management 4,496 4,496
Abax Investments 4,476 –
EACM Advisors 4,455 –
Lingohr & Partner Asset Management 4,284 2,742
CoreCommodity Management 4,246 3,918
Impax Asset Management 4,200 –
Ersel Asset Management 4,153 467
Adrian Lee & Partners 4,113 –
Fonditel Pensiones 4,090 370
Sberbank Asset Management 3,957.4 3,385.4
The Renaissance Group 3,901 –
Welch & Forbes 3,708 –
ValueInvest Asset Management 3,560 2,385
Exane Asset Management 3,500 –
CGD Pensoes – Sociedade Gestora de Fundos Pensoes 3,414.97 2,913.14
Sycomore Asset Management 3,380 2,805
Fulcrum Asset Management 3,368 3,261
Clarfeld Wealth Management 3,347 –
Ivory Investment Management 3,309 –
Dynagest 3,300 3,200
Aquila Capital Concepts 3,300 2,640
Ahorro Corporacion 3,235 –
RAM Active Investments 3,220 2,846
Montanaro Asset Management 3,200 –
London & Capital 3,113 –
LGM Investments 3,086 2,497
Montrusco Bolton Investments 3,038 –
Morgan Creek Capital Management 3,033 2,840
Stenham Asset Management 3,005 –
Holberg Fondene 3,000 –
Apo Asset Management 2,586 564
FirstPrivate Investment Management 2,460 –
Mandarine Gestion 2,405 1,419
TreeTop Asset Management 2,400 –
Banco Estado Fondos Mutuos 2,400 –
Econopolis 2,300 1,400
OLZ & Partners Asset & Liability Management 2,181 –
Ossiam 2,100 –
East Capital 2,079 1,351
Arnhem Investment Management 2,000 –
Alandsbanken Asset Management 2,000 –
Aurum Funds 1,825 –
Altera Vastgoed 1,800 –
ARX Investimentos 1,785 –
GET Capital 1,750 1,750
Ethos Services 1,692 1,621
RGA Rural Pensiones 1,431 –
FUTURO – Sociedade Gestora de Fundo de Pensoes 1,289.9 55.98
BMCI Asset Management 1,220 –
TEB Asset Management 1,200 –
CCM Vida y Pensiones 1,055 –
Fondinvest Capital 1,032 1,032
Catalunyacaixa Vida 986 –
AVANA Invest 985 62
A.G. Bisset Associates 974 973
New Amsterdam Partners 971 695
Sumitomo Mitsui Asset Management (London) 896 896
Dorval Asset Management 688 –
CBL Asset Management 638.2 537.6
Active Investment Advisors 619 –
Duero Pensiones 607.28 607.25
Emerise 597 –
Astellon Capital Partners 547 –
Deans Knight Capital Management 526 –
J.M. Hartwell 455 –
FOURPOINTS Investment Managers 407 –
Previsao-SGFP 295 –
Darius Capital Management $275 million

 

 

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