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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.

11,375 advisers found

Corporate platformCorporationWebsite listed

NEWTON INVESTMENT MANAGEMENT LTD

London

AUM

$42.39B

Single-office firm
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

47 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Corporate platformCorporationWebsite listed

T.ROWE PRICE HONG KONG LIMITED

Central, MD

AUM

$42.34B

Licensed in MD
MD
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

59 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Corporate platformLLCWebsite listed

PENN MUTUAL ASSET MANAGEMENT, LLC

Conshohocken, PA

AUM

$42.29B

Licensed in DE, PA
DEPA
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

30 advisors

Clients

Fees

Percentage of AUM

Corporate platformCorporationWebsite listed

D.A. DAVIDSON & CO.

Great Falls, MT

AUM

$41.84B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

410 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

Corporate platformCorporationWebsite listed

SECURIAN ASSET MANAGEMENT, INC.

St. Paul, MN

AUM

$41.56B

Licensed in MN
MN
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

34 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

Corporate platformCorporationWebsite listed

ABRDN INC.

Philadelphia, PA

AUM

$41.48B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

55 advisors

Clients

Fees

Percentage of AUM · Fixed fees +2 more

Corporate platformCorporationWebsite listed

MAWER INVESTMENT MANAGEMENT LTD.

Calgary, Alberta, PR

AUM

$40.94B

Licensed in PR, TX
PRTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

87 advisors

Clients

251-500

Fees

Percentage of AUM; Performance-based fees

Corporate platformOther (specify)Website listed

ASHMORE INVESTMENT MANAGEMENT LTD

London

AUM

$40.90B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

44 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Corporate platformLLCWebsite listed

ASCENSION INVESTMENT MANAGEMENT

St.. Louis, MO

AUM

$40.83B

Licensed in MO
MO
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

12 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

Corporate platformLLCWebsite listed

LOS ANGELES CAPITAL MANAGEMENT LLC

Los Angeles, CA

AUM

$40.58B

Licensed in CA, SC, TX
CASCTX
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

46 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

Corporate platformOther (specify)Website listed

FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED

London

AUM

$40.52B

Single-office firm
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

71 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Corporate platformCorporationWebsite listed

ABRDN ASIA LIMITED

Singapore

AUM

$40.27B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

34 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Corporate platformCorporationWebsite listed

BMO PRIVATE INVESTMENT COUNSEL INC.

Toronto, Ontario, AZ

AUM

$40.18B

Licensed in AZ, CA, CO +11 states
AZCACOILMDMI+8
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

130 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Corporate platformCorporationWebsite listed

BAMCO, INC.

New York, NY

AUM

$39.51B

Licensed in DE, MA, NY, FL
DEMANYFL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

41 advisors

Clients

0

Fees

Percentage of AUM

Corporate platformCorporationWebsite listed

TRUSTAGE INVESTMENT MANAGEMENT

Madison, WI

AUM

$39.46B

Licensed in AL, AK, AZ +47 states
ALAKAZARCACO+44
Wealth MgmtRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

41 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

Corporate platformLLCWebsite listed

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

Los Angeles, CA

AUM

$39.36B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

47 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

Corporate platformCorporationWebsite listed

ALPS ADVISORS, INC.

Denver, CO

AUM

$38.83B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

28 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

Corporate platformLLCWebsite listed

TCW INVESTMENT MANAGEMENT COMPANY LLC

Los Angeles, CA

AUM

$38.82B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

114 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Corporate platformLLCWebsite listed

VOYA INVESTMENT MANAGEMENT LLC

Atlanta, GA

AUM

$38.77B

Licensed in CO
CO
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

326 advisors

Clients

0

Fees

Percentage of AUM; PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.

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