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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

MS CAPITAL PARTNERS ADVISER INC.

New York, NY

AUM

$38.76B

Based in NY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

125 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

NINETY ONE NORTH AMERICA, INC.

New York, NY

AUM

$38.74B

Licensed in AL, AZ, CA +28 states
ALAZCACODEDC+25
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

37 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MACQUARIE INFRASTRUCTURE PARTNERS

New York, NY

AUM

$38.69B

Based in NY
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

122 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PACER ADVISORS, INC.

Malvern, PA

AUM

$38.64B

Licensed in PA
PA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

Dallas, TX

AUM

$37.70B

Licensed in AZ, CA, CO +22 states
AZCACOGAINKY+19
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (institutions)
  • Educational seminars
  • INVESTMENT POLICY REVIEW; PORTFOLIO REVIEW; BIDDING AGENT SRVCS AND ARBITRAGE, REBATE

Team

13 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

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Corporate platformLLCWebsite listed

SAGEVIEW ADVISORY GROUP, LLC

Newport Beach, CA

AUM

$37.50B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

112 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformLPWebsite listed

SOUND POINT CAPITAL MANAGEMENT, LP

New York, NY

AUM

$36.98B

Licensed in NE, NY
NENY
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

85 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

Los Angeles, CA

AUM

$36.93B

Licensed in CA, CO, LA +6 states
CACOLAMAMNNJ+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

32 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

ROCKEFELLER CAPITAL MANAGEMENT

New York, NY

AUM

$36.76B

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

Team

372 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

OPPENHEIMER & CO. INC.

New York, NY

AUM

$36.71B

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

Team

1219 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ASB CAPITAL MANAGEMENT LLC

Bethesda, MD

AUM

$36.68B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

33 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SCOUT INVESTMENTS, INC.

Kansas City, MO

AUM

$36.57B

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

Team

24 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformLLCWebsite listed

GREYSTAR INVESTMENT GROUP, LLC

Charleston, SC

AUM

$36.50B

Licensed in CA, NY, SC +2 states
CANYSCTNTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

588 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC

New York, NY

AUM

$36.42B

Based in NY
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

25 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

SELECT EQUITY GROUP, L.P.

New York, NY

AUM

$36.38B

Licensed in AL, AZ, CA +34 states
ALAZCACODEDC+31
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

83 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

MIC CAPITAL MANAGEMENT UK LLP

London

AUM

$36.37B

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

Team

85 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

STONE RIDGE ASSET MANAGEMENT LLC

New York, NY

AUM

$36.34B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

47 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

GUIDESTONE CAPITAL MANAGEMENT

Dallas, TX

AUM

$36.24B

Based in TX
Wealth Mgmt
  • Portfolio management (investment companies)
  • PROVIDE ASSET ALLOCATION MODELS AND INVESTMENT RESEARCH TO AN AFFILIATED ADVISER

Team

17 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

BEUTEL, GOODMAN & COMPANY LTD.

Toronto, Ont.

AUM

$36.11B

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

Team

41 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

EAGLE CAPITAL MANAGEMENT LLC

New York, NY

AUM

$35.80B

Licensed in AL, AK, AZ +39 states
ALAKAZCADEDC+36
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LONE STAR FUNDS

Dallas, TX

AUM

$35.73B

Licensed in NY, TX
NYTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

17 advisors

Clients

0

Fees

SEE ADV 2A, SECTION 5A: FEES & COMPENSATION

View detailsVisit website
Corporate platformCorporationWebsite listed

CLARK CAPITAL MANAGEMENT GROUP INC

Philadelphia, PA

AUM

$35.69B

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

Team

20 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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