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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

BAHL & GAYNOR INC

Cincinnati, OH

AUM

$20.99B

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

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

THRIVENT INVESTMENT MANAGEMENT INC.

Minneapolis, MN

AUM

$20.77B

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

Team

2963 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

ELLINGTON MANAGEMENT GROUP, L.L.C.

Old Greenwich, CT

AUM

$20.76B

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

Team

68 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FIDUCIARY COUNSELORS INC.

Washington, DC

AUM

$20.35B

Licensed in DC
DC
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

6 advisors

Clients

—

Fees

Hourly charges; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

VONTOBEL ASSET MANAGEMENT, INC.

New York, NY

AUM

$20.29B

Licensed in AL, AZ, AR +46 states
ALAZARCACODE+43
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

23 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

KOTAK ALTERNATE ASSET MANAGERS LIMITED

Mumbai, CA

AUM

$20.24B

Licensed in CA, IL, NJ +4 states
CAILNJNYPATX+1
Wealth MgmtTrusts & Estates
  • INVESTMENT ADVISORY SERVICES TO CLIENTS, INCLUDING HIGH NET WORTH INDIVIDUALS, BUSINESSES AND POOLED INVESTMENT VEHICLES

Team

44 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

HILDENE CAPITAL MANAGEMENT

Stamford, CT

AUM

$20.18B

Licensed in NC, CT
NCCT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

WESTERN ASSET MANAGEMENT COMPANY LIMITED

London

AUM

$20.09B

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

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

INVESCO

Toronto, Ontario

AUM

$19.87B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT FOR CANADIAN DOMICILED INVESTMENT FUNDS AND INSTITUTIONAL CLIENTS THAT ARE NOT UNITED STATES RESIDENTS.

Team

7 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Stamford, CT

AUM

$19.78B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
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 +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

TOWNSEND HOLDINGS LLC

Cleveland, OH

AUM

$19.64B

Based in OH
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

73 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformLLCWebsite listed

ARES CAPITAL MANAGEMENT II LLC

Los Angeles, CA

AUM

$19.64B

Licensed in CA, CO, DE +13 states
CACODEGAILMD+10
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

597 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

STONEHAGE FLEMING

London, Greater London

AUM

$19.49B

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

Team

52 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

PENTWATER CAPITAL MANAGEMENT LP

Naples, FL

AUM

$19.26B

Licensed in IL, FL
ILFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

VERITAS ASSET MANAGEMENT LLP

London

AUM

$19.13B

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

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BURGUNDY ASSET MANAGEMENT LTD.

Toronto, Ontario, TX

AUM

$19.09B

Licensed in TX
TX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

49 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

KNIGHTHEAD CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$18.99B

Licensed in NY, CT, FL
NYCTFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

29 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

St.. Louis, MO

AUM

$18.92B

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

Team

450 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CAPRICORN INVESTMENT GROUP LLC

New York, NY

AUM

$18.85B

Licensed in CA, ID, NY
CAIDNY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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