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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 platformLPWebsite listed

COMPASS ROSE ASSET MANAGEMENT

New York, NY

AUM

$16.50B

Licensed in CA, NY, SC +2 states
CANYSCCTFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • SEPARATELY MANAGED ACCOUNTS

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

RA CAPITAL MANAGEMENT, LP

Boston, MA

AUM

$16.40B

Licensed in CA, DE, MA, NY
CADEMANY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

95 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

STEPSTONE GROUP REAL ESTATE LP

La Jolla, CA

AUM

$16.36B

Based in CA
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

79 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CF PRIVATE EQUITY, INC.

Norwalk, CT

AUM

$15.78B

Licensed in CA, DE, NY, CT
CADENYCT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

38 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MSREF REAL ESTATE ADVISOR, INC.

New York, NY

AUM

$15.77B

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

Team

170 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

E FUND MANAGEMENT (HONG KONG) CO., LIMITED

Hong Kong

AUM

$15.72B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MASON INVESTMENT ADVISORY SERVICES INC

Reston, VA

AUM

$15.67B

Licensed in AL, AZ, CA +37 states
ALAZCACODEDC+34
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

32 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLPWebsite listed

GREENBRIAR EQUITY GROUP

Greenwich, CT

AUM

$15.65B

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

Team

26 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BATTERY MANAGEMENT CORP.

Boston, MA

AUM

$15.61B

Licensed in AZ, CA, IN +6 states
AZCAINMANYNC+3
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

70 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

WEISS ASSET MANAGEMENT

Boston, MA

AUM

$15.56B

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

Team

64 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PRIMERICA ADVISORS

Duluth, GA

AUM

$15.54B

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

Team

3959 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

IRA GROUP, INC.

Atlanta, GA

AUM

$15.42B

Licensed in AL, GA, LA +8 states
ALGALANYNCOH+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

18 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ABBOTT CAPITAL MANAGEMENT LLC

New York, NY

AUM

$15.33B

Licensed in NY, TX
NYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

20 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S

Copenhagen

AUM

$15.28B

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

Team

23 advisors

Clients

—

Fees

Percentage of AUM · Commissions +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Tulsa, OK

AUM

$15.23B

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

Team

40 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

TROY ASSET MANAGEMENT LTD

London

AUM

$14.80B

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

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

FIDUCIARY CONSULTING GROUP

Greenwood Village, CO

AUM

$14.73B

Licensed in AZ, CA, CO +11 states
AZCACOGALANV+8
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

33 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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