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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

THE MATHER GROUP, LLC

Chicago, IL

AUM

$13.45B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

97 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CAPITAL FUND MANAGEMENT S.A.

Paris

AUM

$13.38B

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

Team

94 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GAOTENG GLOBAL ASSET MANAGEMENT LIMITED

Hong Kong, Hong Kong

AUM

$13.35B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

NOVACAP MANAGEMENT INC.

Brossard, Quebec

AUM

$13.17B

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

Team

89 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

POST ADVISORY GROUP, LLC

Los Angeles, CA

AUM

$13.03B

Licensed in CA, LA, NE +3 states
CALANENCTXNH
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLPWebsite listed

IVY HILL ASSET MANAGEMENT, L.P.

New York, NY

AUM

$12.96B

Licensed in DE, GA, IN +2 states
DEGAINNJNY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MONTRUSCO BOLTON INVESTMENTS INC.

Montreal, Quebec, CA

AUM

$12.93B

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

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

INDEPENDENT FINANCIAL GROUP, LLC

San Diego, CA

AUM

$12.93B

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

Team

476 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformLLCWebsite listed

PACIFIC ASSET MANAGEMENT

London

AUM

$12.88B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

NEPHILA CAPITAL LTD.

Hamilton

AUM

$12.88B

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CITIZENS SECURITIES, INC.

Johnston, RI

AUM

$12.87B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

454 advisors

Clients

More than 500

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

MKP CAPITAL MANAGEMENT, L.L.C.

New York, NY

AUM

$12.85B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PUGH CAPITAL MANAGEMENT, INC.

Seattle, WA

AUM

$12.82B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FRANKLIN TEMPLETON INVESTMENTS CORP.

Toronto (Ontario)

AUM

$12.77B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT FOR FUNDS, INDIVIDUALS AND INSTITUTIONAL CLIENTS THAT ARE NOT UNITED STATES RESIDENTS

Team

28 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

BROOKSTONE CAPITAL MANAGEMENT LLC

Wheaton, IL

AUM

$12.75B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

320 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DUFF & PHELPS INVESTMENT MANAGEMENT CO.

Chicago, IL

AUM

$12.75B

Licensed in DE, IL, KS +3 states
DEILKSLATXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

26 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

LINGOTTO INVESTMENT MANAGEMENT LLP

London

AUM

$12.71B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

APPLETON PARTNERS, INC.

Boston, MA

AUM

$12.55B

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

Team

31 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

THE CAPROCK GROUP, LLC

Boise, ID

AUM

$12.48B

Licensed in AZ, CA, CO +11 states
AZCACOIDILMI+8
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

38 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

WESTWOOD MANAGEMENT CORP

Dallas, TX

AUM

$12.46B

Licensed in AZ, CA, CO +32 states
AZCACODEDCGA+29
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

68 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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