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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

J O HAMBRO CAPITAL MANAGEMENT LIMITED

London

AUM

$23.28B

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

Team

37 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

JORDAN PARK GROUP LLC

San Francisco, CA

AUM

$23.26B

Licensed in CA, IL, MA +9 states
CAILMANYTNVA+6
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

99 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CAPITAL ADVISORS GROUP, INC

Boston, MA

AUM

$23.03B

Licensed in CA, MD, MA +6 states
CAMDMANJNYPA+3
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Publication of periodicals

Team

20 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +2 more

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Corporate platformCorporationWebsite listed

JOHNSON INVESTMENT COUNSEL, INC.

Cincinnati, OH

AUM

$22.98B

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

Team

76 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

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Corporate platformLLCWebsite listed

CBRE INVESTMENT MANAGEMENT

New York, NY

AUM

$22.84B

Licensed in CA, GA, MA +2 states
CAGAMATNTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

113 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CANTILLON CAPITAL MANAGEMENT LLC

New York, NY

AUM

$22.77B

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

CANTILLON CAPITAL MANAGEMENT LLP

London, TX

AUM

$22.77B

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

COMMONFUND OCIO, INC.

Norwalk, CT

AUM

$22.66B

Licensed in CA, DE, DC +22 states
CADEDCGAILIN+19
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

33 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BARING INTERNATIONAL INVESTMENT LTD

London

AUM

$22.57B

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

Team

168 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TCV

Menlo Park, CA

AUM

$22.51B

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

Team

44 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST

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Corporate platformCorporationWebsite listed

DAWSON PARTNERS

Toronto

AUM

$22.14B

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

Team

59 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

WATERFALL ASSET MANAGEMENT, LLC

New York, NY

AUM

$22.04B

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

Team

55 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

VIDENT ASSET MANAGEMENT

Alpharetta, GA

AUM

$22.02B

Licensed in AL, AZ, CA +25 states
ALAZCACODEGA+22
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HIGHLAND CONSULTING ASSOCIATES INC.

Cleveland, OH

AUM

$21.93B

Licensed in IN, KY, MI +4 states
INKYMIOHPATX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

17 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

MAGELLAN INVESTMENT PARTNERS

Sydney, Nsw

AUM

$21.75B

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

Team

33 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

RIALTO CAPITAL MANAGEMENT, LLC

Miami, FL

AUM

$21.73B

Licensed in CA, GA, MD +3 states
CAGAMDNYNCFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

79 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

STOCKBRIDGE CAPITAL GROUP, LLC

San Francisco, CA

AUM

$21.55B

Licensed in CA, CO, GA, IL
CACOGAIL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

27 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

OPPENHEIMER ASSET MANAGEMENT

New York, NY

AUM

$21.33B

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

Team

129 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ADRIAN LEE & PARTNERS

Co Dublin

AUM

$21.26B

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

Team

16 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformOther (specify)Website listed

GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED

Central, Hong Kong

AUM

$21.19B

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

Team

53 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ARROWMARK COLORADO HOLDINGS, LLC

Denver, CO

AUM

$21.02B

Licensed in CO
CO
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

41 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HIGHLAND ASSOCIATES INC

Birmingham, AL

AUM

$20.99B

Licensed in AL, CA, GA +14 states
ALCAGAILINKS+11
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

18 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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