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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

AMERITAS INVESTMENT PARTNERS, INC.

Lincoln, NE

AUM

$29.01B

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

Team

33 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

QUADRATURE US INC.

New York, NY

AUM

$28.80B

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

Team

120 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

QUANTUM CAPITAL GROUP

Houston, TX

AUM

$28.77B

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

Team

65 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

EDGEPOINT INVESTMENT GROUP

Toronto, Ontario

AUM

$28.77B

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

WINSLOW CAPITAL MANAGEMENT LLC

Minneapolis, MN

AUM

$28.66B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED

London

AUM

$28.47B

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

Team

46 advisors

Clients

—

Fees

Percentage of AUM; Commissions

View detailsVisit website
Corporate platformLLCWebsite listed

SILVERCREST ASSET MANAGEMENT GROUP LLC

New York, NY

AUM

$28.33B

Licensed in AZ, CA, CO +36 states
AZCACODEDCGA+33
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

92 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

JACOBS LEVY EQUITY MANAGEMENT

Florham Park, NJ

AUM

$28.01B

Licensed in NJ
NJ
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

38 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

THE PALISADES GROUP, LLC

Austin, TX

AUM

$27.78B

Licensed in IL, NY, TX
ILNYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BREGAL INVESTMENTS, INC.

New York, NY

AUM

$27.55B

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

Team

62 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Tampa, FL

AUM

$27.28B

Licensed in AL, AZ, AR +33 states
ALAZARCACODE+30
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

50 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ALLSTATE INVESTMENT MANAGEMENT COMPANY

Chicago, IL

AUM

$26.46B

Based in IL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

119 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

INVESCO HONG KONG LIMITED

Hong Kong

AUM

$26.20B

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

Team

77 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

DRIEHAUS CAPITAL MANAGEMENT LLC

Chicago, IL

AUM

$26.12B

Licensed in IL, LA, TX
ILLATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

27 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformOther (specify)Website listed

CSOP ASSET MANAGEMENT LIMITED

Central

AUM

$25.87B

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

24 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformOther (specify)Website listed

IMPAX ASSET MANAGEMENT, LTD.

London, CA

AUM

$25.84B

Licensed in CA, CO, IL +7 states
CACOILMEMDMA+4
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

53 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

PALMER SQUARE CAPITAL MANAGEMENT LLC

Mission Woods, KS

AUM

$25.59B

Licensed in DE, KS
DEKS
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

33 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SOMPO ASSET MANAGEMENT CO., LTD.

Tokyo

AUM

$25.39B

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

Team

61 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

ALKEON CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$25.29B

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

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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