Falists

Search advisors

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

SPRUCEGROVE INVESTMENT MANAGEMENT LTD

Toronto, Ontario

AUM

$11.53B

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

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

EVERETT HARRIS & CO

Los Angeles, CA

AUM

$11.53B

Licensed in AZ, CA, CO +16 states
AZCACOILLAMA+13
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LONGVIEW PARTNERS (GUERNSEY) LIMITED

St.. Peter Port

AUM

$11.51B

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

Team

7 employees

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LASALLE INVESTMENT MANAGEMENT

Chicago, IL

AUM

$11.46B

Licensed in CA, DE, IL, MD
CADEILMD
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

73 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GUINNESS GLOBAL INVESTORS

London

AUM

$11.43B

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

Team

35 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

QRG CAPITAL MANAGEMENT, INC.

Chicago, IL

AUM

$11.41B

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

Team

12 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

FIDUCIARY MANAGEMENT, INC.

Milwaukee, WI

AUM

$11.36B

Licensed in AZ, CA, DE +19 states
AZCADEGAILIN+16
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

17 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

BRIDGES INVESTMENT MANAGEMENT INC

Omaha, NE

AUM

$11.31B

Licensed in AL, AZ, CA +32 states
ALAZCACODCID+29
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

30 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GOLDEN GATE CAPITAL

San Francisco, CA

AUM

$11.16B

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

50 advisors

Clients

—

Fees

Percentage of AUM; INCENTIVE ALLOCATION

View detailsVisit website
Corporate platformCorporationWebsite listed

H.A.M.L

Brisbane, Qld

AUM

$11.14B

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

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

NICOLA WEALTH MANAGEMENT LTD.

Vancouver, CA

AUM

$11.04B

Licensed in CA, NY, WA, TX
CANYWATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

217 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NEUBERGER BERMAN ASIA LIMITED

Hong Kong

AUM

$11.01B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY

Singapore

AUM

$10.94B

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

Team

26 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FIFTH THIRD SECURITIES, INC.

Cincinnati, OH

AUM

$10.92B

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

Team

848 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

AMOVA ASSET MANAGEMENT ASIA LIMITED

Singapore

AUM

$10.81B

Single-office firm
Wealth MgmtInstitutional
  • 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

BARON CAPITAL MANAGEMENT, INC.

New York, NY

AUM

$10.79B

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

Team

41 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Portland, OR

AUM

$10.66B

Licensed in AZ, CA, GA +17 states
AZCAGAIDILLA+14
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

31 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

SCHWARTZ & CO.

Bloomfield Hills, MI

AUM

$10.49B

Licensed in AL, AZ, CA +32 states
ALAZCACODCGA+29
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

23 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PINNACLE ASSOCIATES, LTD.

New York, NY

AUM

$10.39B

Licensed in AZ, CA, DE +32 states
AZCADEGAILIN+29
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

33 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

JOHNSON WEALTH INC.

Milwaukee, WI

AUM

$10.35B

Licensed in AL, AK, AZ +42 states
ALAKAZCACODC+39
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

71 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
PreviousPage 13 of 355Next