Falists

Search advisors

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 platformLPWebsite listed

PERSHING SQUARE CAPITAL MANAGEMENT, L.P.

New York, NY

AUM

$25.06B

Licensed in TX
TX
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • PROVIDE COMPANY WITH INVESTMENT ADVISORY, CAPITAL ALLOCATION AND OTHER

Team

11 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformOther (specify)Website listed

HERMES INVESTMENT MANAGEMENT LIMITED

London

AUM

$24.79B

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

Team

109 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

THE BAUPOST GROUP, L.L.C.

Boston, MA

AUM

$24.68B

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

Team

45 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLPWebsite listed

ARGA INVESTMENT MANAGEMENT, LP

Stamford, CT

AUM

$24.57B

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

Team

25 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FIRST COMMAND ADVISORY SERVICES

Fort Worth, TX

AUM

$24.43B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

1155 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

ONEAMERICA ASSET MANAGEMENT, LLC

Indianapolis, IN

AUM

$24.42B

Licensed in IN
IN
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Publication of periodicals

Team

25 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLPWebsite listed

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

Boston, MA

AUM

$24.40B

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

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PICTET ASSET MANAGEMENT LIMITED

London

AUM

$24.40B

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

Team

85 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MATSON MONEY, INC.

Mason, OH

AUM

$24.33B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Publication of periodicals

Team

9 advisors

Clients

—

Fees

Percentage of AUM; SEE DESCRIPTION IN MISC. SECTION

View detailsVisit website
Corporate platformLLCWebsite listed

MAKENA CAPITAL MANAGEMENT, LLC

Menlo Park, CA

AUM

$24.28B

Licensed in CA, VA
CAVA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

30 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

T. ROWE PRICE JAPAN, INC.

Tokyo, MD

AUM

$24.07B

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

Team

29 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

POLEN CAPITAL MANAGEMENT, LLC

Boca Raton, FL

AUM

$24.06B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformOther (specify)Website listed

TEMPLETON ASSET MANAGEMENT LTD.

Singapore

AUM

$24.05B

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

Team

39 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

COLCHESTER GLOBAL INVESTORS

London

AUM

$23.95B

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CHINA ASSET MANAGEMENT (HONG KONG) LIMITED

Hong Kong

AUM

$23.90B

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

Team

23 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

TWENTYFOUR ASSET MANAGEMENT (US) LP

New York, NY

AUM

$23.48B

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; COST REIMBURSEMENT

View detailsVisit website
Corporate platformLLCWebsite listed

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

Boston, MA

AUM

$23.44B

Licensed in CA, LA, MA +6 states
CALAMAMINYPA+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

24 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

OXFORD FINANCIAL GROUP, LTD

Carmel, IN

AUM

$23.33B

Licensed in AZ, CA, CO +24 states
AZCACODEDCGA+21
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

36 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
PreviousPage 16 of 474Next