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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

CF PRIVATE EQUITY, INC.

Norwalk, CT

AUM

$15.78B

Licensed in CA, DE, NY, CT
CADENYCT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

38 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MSREF REAL ESTATE ADVISOR, INC.

New York, NY

AUM

$15.77B

Licensed in GA
GA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

170 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

E FUND MANAGEMENT (HONG KONG) CO., LIMITED

Hong Kong

AUM

$15.72B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MASON INVESTMENT ADVISORY SERVICES INC

Reston, VA

AUM

$15.67B

Licensed in AL, AZ, CA +37 states
ALAZCACODEDC+34
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

32 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BATTERY MANAGEMENT CORP.

Boston, MA

AUM

$15.61B

Licensed in AZ, CA, IN +6 states
AZCAINMANYNC+3
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

70 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PRIMERICA ADVISORS

Duluth, GA

AUM

$15.54B

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

Team

3959 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

IRA GROUP, INC.

Atlanta, GA

AUM

$15.42B

Licensed in AL, GA, LA +8 states
ALGALANYNCOH+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

18 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S

Copenhagen

AUM

$15.28B

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

Team

23 advisors

Clients

—

Fees

Percentage of AUM · Commissions +1 more

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Corporate platformCorporationWebsite listed

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Tulsa, OK

AUM

$15.23B

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

Team

40 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

TROY ASSET MANAGEMENT LTD

London

AUM

$14.80B

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

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ZACKS INVESTMENT MANAGEMENT, INC.

Chicago, IL

AUM

$14.59B

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

Team

11 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

PRINCIPAL ASSET MANAGEMENT (ASIA)

Wanchai

AUM

$14.38B

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

Team

30 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

M&G INVESTMENTS (USA) INC.

Chicago, IL

AUM

$14.32B

Licensed in CA, IL, NY
CAILNY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

21 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

INFRARED CAPITAL PARTNERS LIMITED

London

AUM

$14.30B

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

Team

53 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

New York, NY

AUM

$14.09B

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

Team

39 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

COLDSTREAM WEALTH MANAGEMENT

Bellevue, WA

AUM

$13.93B

Licensed in AK, AZ, CA +31 states
AKAZCACODEDC+28
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

166 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ULLICO INVESTMENT ADVISORS, INC.

Silver Spring, MD

AUM

$13.92B

Licensed in MD
MD
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

58 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

TRUSTON ASSET MANAGEMENT

Seoul

AUM

$13.75B

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

Team

43 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ANTIPODES PARTNERS LIMITED

Sydney

AUM

$13.53B

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

Team

60 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CAPITAL FUND MANAGEMENT S.A.

Paris

AUM

$13.38B

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

Team

94 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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