AUM
$280.48B
- Portfolio management (individuals)
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
Team
296 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
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
AUM
$280.48B
Team
296 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$277.19B
Team
179 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$274.95B
Team
317 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
AUM
$274.10B
Team
1587 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
AUM
$267.16B
Team
104 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$260.22B
Team
194 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$248.14B
Team
1026 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
AUM
$246.30B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
AUM
$240.66B
Team
166 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$234.86B
Team
7143 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$229.82B
Team
62 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$228.87B
Team
80 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$228.04B
Team
146 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$216.43B
Team
226 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$213.77B
Team
140 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$212.05B
Team
28 advisors
Clients
—
Fees
Percentage of AUM
AUM
$210.93B
Team
7 advisors
Clients
—
Fees
Performance-based fees; PASS THROUGH EXPENSES
AUM
$210.93B
Team
13 advisors
Clients
—
Fees
Performance-based fees; PASS THROUGH EXPENSES
AUM
$210.92B
Team
4 advisors
Clients
—
Fees
Performance-based fees; PASS THROUGH EXPENSES
AUM
$206.50B
Team
295 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$204.76B
Team
20 advisors
Clients
—
Fees
Performance-based fees; PASS THROUGH EXPENSES
AUM
$204.18B
Team
105 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$199.66B
Team
91 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$197.53B
Team
3079 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more