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 platformLLCWebsite listed

STERLING CAPITAL MANAGEMENT LLC

Charlotte, NC

AUM

$69.23B

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

Team

64 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLPWebsite listed

FULCRUM ASSET MANAGEMENT LLP

London

AUM

$69.09B

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

Team

39 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

JUPITER ASSET MANAGEMENT LIMITED

London

AUM

$68.22B

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

Team

70 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CIBC PRIVATE WEALTH ADVISORS, INC.

Chicago, IL

AUM

$67.84B

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

Team

220 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HARBOR CAPITAL ADVISORS, INC.

Chicago, IL

AUM

$67.64B

Licensed in IL, MA, NY
ILMANY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

25 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

WALTER SCOTT & PARTNERS LIMITED

Edinburgh, DE

AUM

$66.67B

Licensed in DE, IL, TX
DEILTX
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

43 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

BROOKFIELD PUBLIC SECURITIES GROUP LLC

New York, NY

AUM

$66.46B

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

Team

41 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TRANSAMERICA ASSET MANAGEMENT, INC.

Denver, CO

AUM

$65.94B

Licensed in CO
CO
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • MODEL ALLOCATION/INVESTMENT PORTFOLIOS, RESEARCH REPORTS & INVESTMENT SCORECARDS

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

Chicago, IL

AUM

$65.60B

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

Team

142 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

Philadelphia, PA

AUM

$65.44B

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

Team

56 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ALAN BILLER AND ASSOCIATES

Menlo Park, CA

AUM

$65.07B

Licensed in CA, WA
CAWA
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Pension consulting
  • Selection of other advisers

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

BAYVIEW ASSET MANAGEMENT, LLC

Coral Gables, FL

AUM

$64.21B

Licensed in FL
FL
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

195 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MEEDER PUBLIC FUNDS, INC.

Dublin, OH

AUM

$64.13B

Licensed in AK, AZ, CA +31 states
AKAZCACOIDIL+28
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Educational seminars

Team

52 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TOWERS WATSON INVESTMENT SERVICES, INC.

Chicago, IL

AUM

$62.67B

Licensed in CA, CO, GA +18 states
CACOGAILKYMA+15
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

233 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

CAUSEWAY CAPITAL MANAGEMENT LLC

Los Angeles, CA

AUM

$62.24B

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

Team

40 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

QUANTINNO CAPITAL MANAGEMENT LP

New York, NY

AUM

$60.91B

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

Team

13 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

EAGLE ASSET MANAGEMENT INC

St.. Petersburg, FL

AUM

$60.65B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
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 platformCorporationWebsite listed

AMERICAN BEACON ADVISORS, INC.

Irving, TX

AUM

$59.93B

Licensed in TX
TX
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

12 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

LGT CAPITAL PARTNERS (USA) INC.

New York, NY

AUM

$59.78B

Licensed in CA, NY, TX
CANYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

49 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MIO PARTNERS, INC.

New York, NY

AUM

$59.59B

Licensed in AZ, CA, CO +25 states
AZCACODCGAIL+22
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

66 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA

Boston, MA

AUM

$59.16B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

55 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
PreviousPage 8 of 474Next