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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 platformLLCWebsite listed

YOUSIF CAPITAL MANAGEMENT, LLC

Bloomfield Hills, MI

AUM

$14.73B

Licensed in AZ, CA, CO +13 states
AZCACOILMIMN+10
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

ATLANTA CONSULTING GROUP ADVISORS, LLC

Atlanta, GA

AUM

$14.70B

Licensed in AL, CA, CO +13 states
ALCACOGAKYLA+10
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

10 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ZACKS INVESTMENT MANAGEMENT, INC.

Chicago, IL

AUM

$14.59B

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

Team

11 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

FREESTONE CAPITAL MANAGEMENT, LLC

Seattle, WA

AUM

$14.54B

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

Team

46 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CROW HOLDINGS CAPITAL

Dallas, TX

AUM

$14.45B

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

Team

92 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PRINCIPAL ASSET MANAGEMENT (ASIA)

Wanchai

AUM

$14.38B

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

Team

30 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

M&G INVESTMENTS (USA) INC.

Chicago, IL

AUM

$14.32B

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

Team

21 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

INFRARED CAPITAL PARTNERS LIMITED

London

AUM

$14.30B

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

Team

53 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Boston, MA

AUM

$14.20B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

28 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLPWebsite listed

MERITAGE GROUP LP

San Francisco, CA

AUM

$14.09B

Licensed in CA, TX, CT
CATXCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

27 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

New York, NY

AUM

$14.09B

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

Team

39 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLPWebsite listed

THE VISTRIA GROUP, LP

Chicago, IL

AUM

$13.99B

Licensed in IL, TX
ILTX
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

COLDSTREAM WEALTH MANAGEMENT

Bellevue, WA

AUM

$13.93B

Licensed in AK, AZ, CA +31 states
AKAZCACODEDC+28
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

166 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ULLICO INVESTMENT ADVISORS, INC.

Silver Spring, MD

AUM

$13.92B

Licensed in MD
MD
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

58 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

DOLAN MCENIRY CAPITAL MANAGEMENT LLC

Chicago, IL

AUM

$13.76B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

TRUSTON ASSET MANAGEMENT

Seoul

AUM

$13.75B

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

Team

43 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

CENTERSQUARE INVESTMENT MANAGEMENT LLC

Conshohocken, PA

AUM

$13.70B

Licensed in CA, NY, PA +2 states
CANYPAWATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

57 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ANTIPODES PARTNERS LIMITED

Sydney

AUM

$13.53B

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

Team

60 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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