Falists

Search advisors

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

TUDOR INVESTMENT CORPORATION

Stamford, CT

AUM

$106.84B

Licensed in CA, MD, MA +6 states
CAMDMAMNNYUT+3
Wealth MgmtFee-Only/Hourly
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

275 advisors

Clients

—

Fees

Hourly charges · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.

Minneapolis, MN

AUM

$104.49B

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

Team

37 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformPartnershipWebsite listed

LSV ASSET MANAGEMENT

Chicago, IL

AUM

$104.25B

Licensed in AL, AK, AZ +46 states
ALAKAZARCACO+43
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

15 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

RECORD CURRENCY MANAGEMENT LIMITED

London, MD

AUM

$100.64B

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

Team

39 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ROCKEFELLER CAPITAL MANAGEMENT

New York, NY

AUM

$99.60B

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

Team

815 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLPWebsite listed

PATHWAY CAPITAL MANAGEMENT, LP

Irvine, CA

AUM

$97.82B

Licensed in CA, CO, DE +11 states
CACODEILLANE+8
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

88 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ARES CAPITAL MANAGEMENT LLC

Los Angeles, CA

AUM

$97.62B

Licensed in CA, CO, DE +11 states
CACODEGAILIN+8
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

411 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

WCM INVESTMENT MANAGEMENT

Laguna Beach, CA

AUM

$96.77B

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

Team

44 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

STEPSTONE GROUP LP

La Jolla, CA

AUM

$95.63B

Based in CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

193 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PPM AMERICA INC

Chicago, IL

AUM

$93.79B

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

Team

117 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FORT WASHINGTON INVESTMENT ADVISORS INC

Cincinnati, OH

AUM

$93.47B

Licensed in AZ, CA, CO +19 states
AZCACOGAILIN+16
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

72 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLPWebsite listed

CERBERUS CAPITAL MANAGEMENT, L.P.

New York, NY

AUM

$92.50B

Licensed in AZ, CA, CO +7 states
AZCACODEILME+4
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

216 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ASSETMARK, INC.

Concord, CA

AUM

$91.76B

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

Team

269 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AST INVESTMENT SERVICES, INC.

Shelton, CT

AUM

$91.47B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers

Team

9 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

AEGON ASSET MANAGEMENT US

Cedar Rapids, IA

AUM

$88.80B

Licensed in IL, IA, MD, FL
ILIAMDFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

76 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SYMETRA INVESTMENT MANAGEMENT COMPANY

Farmington, CT

AUM

$88.78B

Licensed in WA, CT
WACT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

61 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformPartnershipWebsite listed

III CAPITAL MANAGEMENT

Boca Raton, FL

AUM

$88.24B

Licensed in FL
FL
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • SUBSCRIPTION BASED ECONOMIC RESEARCH

Team

9 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Chicago, IL

AUM

$87.82B

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

Team

52 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

FORTRESS INVESTMENT GROUP

New York, NY

AUM

$87.30B

Licensed in CA, CO, GA +2 states
CACOGANYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

432 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
PreviousPage 6 of 474Next