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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Incorporated firms — often large asset managers and corporate platforms (e.g. Vanguard Group), not solo adviser teams.

8,504 advisers found

Corporate platformCorporationWebsite listed

VANGUARD GROUP INC

Malvern, PA

AUM

$11.09T

Based in PA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers
  • Publication of periodicals

Team

19 advisors

Clients

—

Fees

Percentage of AUM; ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS

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Corporate platformCorporationWebsite listed

BLACKROCK FUND ADVISORS

San Francisco, CA

AUM

$4.28T

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

Team

122 advisors

Clients

—

Fees

Percentage of AUM

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Corporate platformCorporationWebsite listed

CAPITAL RESEARCH AND MANAGEMENT COMPANY

Los Angeles, CA

AUM

$3.75T

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

Team

393 advisors

Clients

—

Fees

Percentage of AUM; GROSS INVESTMENT INCOME

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Corporate platformCorporationWebsite listed

J.P. MORGAN INVESTMENT MANAGEMENT INC.

New York, NY

AUM

$3.52T

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

Team

2260 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

T. ROWE PRICE ASSOCIATES, INC.

Baltimore, MD

AUM

$2.20T

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

Team

545 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

New York, NY

AUM

$1.78T

Licensed in AL, AK, AR +46 states
ALAKARCACODE+43
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

25721 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

San Francisco, CA

AUM

$1.72T

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

Team

175 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +2 more

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Corporate platformCorporationWebsite listed

BLACKROCK FINANCIAL MANAGEMENT, INC

New York, NY

AUM

$1.60T

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

Team

889 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PGIM, INC.

Newark, NJ

AUM

$1.13T

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

Team

1350 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

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Corporate platformCorporationWebsite listed

UBS FINANCIAL SERVICES INC.

Weehawken, NJ

AUM

$915.79B

Licensed in AL, AK, AR +47 states
ALAKARCACODE+44
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

9149 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

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Corporate platformCorporationWebsite listed

MELLON INVESTMENTS CORPORATION

Pittsburgh, PA

AUM

$873.87B

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

Team

61 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

INVESCO ADVISERS, INC.

Atlanta, GA

AUM

$749.52B

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

Team

713 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

New York, NY

AUM

$702.25B

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

Team

250 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

ENVESTNET PMC

Chicago, IL

AUM

$614.93B

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

Team

178 advisors

Clients

—

Fees

Percentage of AUM · Subscription fees +2 more

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Corporate platformCorporationWebsite listed

NOMURA ASSET MANAGEMENT CO., LTD.

Tokyo

AUM

$514.33B

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

Team

300 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

MFS INVESTMENT MANAGEMENT

Boston, MA

AUM

$514.05B

Based in MA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

327 advisors

Clients

—

Fees

Percentage of AUM; TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES

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Corporate platformCorporationWebsite listed

FRANKLIN ADVISERS, INC.

San Mateo, CA

AUM

$509.45B

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

Team

272 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

RAYMOND JAMES & ASSOCIATES, INC.

St.. Petersburg, FL

AUM

$500.96B

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

Team

5683 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

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Corporate platformCorporationWebsite listed

JPMORGAN ASSET MANAGEMENT (UK) LIMITED

London

AUM

$484.10B

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

Team

319 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

J.P. MORGAN PRIVATE INVESTMENTS INC.

New York, NY

AUM

$469.98B

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

Team

96 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

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Corporate platformCorporationWebsite listed

DODGE & COX

San Francisco, CA

AUM

$466.56B

Licensed in AZ, AR, CA +39 states
AZARCACODEDC+36
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

100 advisors

Clients

—

Fees

Percentage of AUM; % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO

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Corporate platformCorporationWebsite listed

ASSET MANAGEMENT ONE CO., LTD.

Tokyo

AUM

$450.65B

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

Team

282 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

U.S. BANCORP ASSET MANAGEMENT, INC.

Minneapolis, MN

AUM

$427.48B

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

Team

62 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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