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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

MFS INVESTMENT MANAGEMENT

Boston, MA

AUM

$514.05B

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

Team

327 advisors

Clients

—

Fees

Percentage of AUM; TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES

View detailsVisit website
Corporate platformCorporationWebsite listed

FRANKLIN ADVISERS, INC.

San Mateo, CA

AUM

$509.45B

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

Team

272 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

RAYMOND JAMES & ASSOCIATES, INC.

St.. Petersburg, FL

AUM

$500.96B

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

Team

5683 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

JPMORGAN ASSET MANAGEMENT (UK) LIMITED

London

AUM

$484.10B

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

Team

319 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

J.P. MORGAN PRIVATE INVESTMENTS INC.

New York, NY

AUM

$469.98B

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

Team

96 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DODGE & COX

San Francisco, CA

AUM

$466.56B

Licensed in AZ, AR, CA +39 states
AZARCACODEDC+36
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

100 advisors

Clients

—

Fees

Percentage of AUM; % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO

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Corporate platformCorporationWebsite listed

ASSET MANAGEMENT ONE CO., LTD.

Tokyo

AUM

$450.65B

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

Team

282 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

PRINCIPAL ASSET MANAGEMENT

Des Moines, IA

AUM

$427.71B

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

Team

337 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

U.S. BANCORP ASSET MANAGEMENT, INC.

Minneapolis, MN

AUM

$427.48B

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

Team

62 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ROBERT W. BAIRD & CO. INCORPORATED

Milwaukee, WI

AUM

$394.07B

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

Team

3170 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +4 more

View detailsVisit website
Corporate platformCorporationWebsite listed

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Saint Petersburg, FL

AUM

$390.04B

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

Team

6024 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MITSUBISHI UFJ TRUST AND BANKING CORPORATION

Tokyo

AUM

$384.05B

Single-office firm
Financial PlanningWealth MgmtRetirementInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

250 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DIMENSIONAL FUND ADVISORS LTD

London, TX

AUM

$364.73B

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

Team

64 advisors

Clients

—

Fees

Fixed fees; EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES

View detailsVisit website
Corporate platformCorporationWebsite listed

DFA AUSTRALIA LIMITED

Sydney, TX

AUM

$361.60B

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

Team

55 advisors

Clients

—

Fees

Fixed fees; EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES

View detailsVisit website
Corporate platformCorporationWebsite listed

VANGUARD ADVISERS, INC.

Malvern, PA

AUM

$344.62B

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

Team

1903 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PICTET ASSET MANAGEMENT SA

Geneva

AUM

$330.74B

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

Team

166 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

Milwaukee, WI

AUM

$323.08B

Licensed in CO, DE, IL +8 states
CODEILMANCOH+5
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

213 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

AQR CAPITAL MANAGEMENT, LLC

Greenwich, CT

AUM

$311.70B

Licensed in TX, CT
TXCT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

276 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

Kansas City, MO

AUM

$305.98B

Licensed in CA, NY, OR +2 states
CANYORMOCT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

211 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SAMSUNG ASSET MANAGEMENT COMPANY, LTD.

Seoul

AUM

$300.82B

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

Team

365 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

THE CARLYLE GROUP

Washington, DC

AUM

$283.81B

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

Team

317 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

VICTORY CAPITAL MANAGEMENT INC.

San Antonio, TX

AUM

$282.71B

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

Team

170 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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