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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 platformCorporationWebsite listed

COHEN & STEERS CAPITAL MANAGEMENT INC.

New York, NY

AUM

$85.67B

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

Team

60 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

Vancouver, Bc

AUM

$85.59B

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

Team

56 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MERCER GLOBAL ADVISORS INC.

Denver, CO

AUM

$84.40B

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

Team

632 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLPWebsite listed

CLEARLAKE CAPITAL GROUP, L.P.

Santa Monica, CA

AUM

$83.56B

Licensed in CA, NY, TX
CANYTX
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

97 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD

London

AUM

$82.55B

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

Team

237 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

PZENA INVESTMENT MANAGEMENT LLC

New York, NY

AUM

$81.44B

Licensed in AK, CA, DE +16 states
AKCADEILLAMA+13
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

55 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

TCW ASSET MANAGEMENT COMPANY LLC

Los Angeles, CA

AUM

$81.18B

Licensed in CA, MA, NV +2 states
CAMANVNYTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

145 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

GALLIARD CAPITAL MANAGEMENT

Minneapolis, MN

AUM

$80.27B

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

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AXA INVESTMENT MANAGERS US INC

Stamford, CT

AUM

$79.24B

Licensed in CA, GA, TX, CT
CAGATXCT
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

87 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.

Miami Beach, FL

AUM

$79.17B

Licensed in CT, FL
CTFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • MANAGEMENT OF REAL ESTATE - RELATED ASSETS.

Team

177 advisors

Clients

—

Fees

Performance-based fees; ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS

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Corporate platformLLCWebsite listed

CRESSET ASSET MANAGEMENT, LLC

Chicago, IL

AUM

$78.94B

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

Team

187 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

METROPOLITAN WEST ASSET MANAGEMENT LLC

Los Angeles, CA

AUM

$78.52B

Licensed in CA, TX
CATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

86 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

EMPOWER CAPITAL MANAGEMENT, LLC

Greenwood Village, CO

AUM

$77.96B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

84 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TRUIST ADVISORY SERVICES, INC.

Atlanta, GA

AUM

$77.39B

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

Team

2360 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

INVESCO ASSET MANAGEMENT (JAPAN) LIMITED

Tokyo

AUM

$76.06B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

JPMORGAN FUNDS LIMITED

London

AUM

$72.40B

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

Team

0 total employees

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GOLDMAN SACHS ASSET MANAGEMENT CO., LTD.

Minato-Ku, Tokyo

AUM

$71.83B

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

Team

86 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TIAA-CREF TUITION FINANCING, INC.

New York, NY

AUM

$70.51B

Based in NY
Wealth Mgmt
  • INVESTMENT RECOMMENDATIONS TO STATE SPONSORS (GOVERNMENT ENTITIES) OF QUALIFIED TUITION PROGRAMS.

Team

5 advisors

Clients

0

Fees

SEE SCHEDULE D, PAGE 5-MISCELLANEOUS

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Corporate platformCorporationWebsite listed

BLACKROCK (SINGAPORE) LIMITED

Singapore, AL

AUM

$70.33B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

109 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLPWebsite listed

GOLDENTREE ASSET MANAGEMENT LP

New York, NY

AUM

$70.14B

Licensed in CA, NY, NC +2 states
CANYNCTXFL
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

80 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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