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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

LINDSELL TRAIN LIMITED

London

AUM

$9.25B

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

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GENEOS WEALTH MANAGEMENT, INC.

Englewood, CO

AUM

$9.22B

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

Team

200 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

AVIVA INVESTORS CANADA INC.

Toronto, Ontario

AUM

$9.15B

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

CRAWFORD INVESTMENT COUNSEL INC

Atlanta, GA

AUM

$9.14B

Licensed in AL, AZ, CA +41 states
ALAZCACODEDC+38
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

27 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

H.M. PAYSON

Portland, ME

AUM

$9.09B

Licensed in AK, AZ, CA +37 states
AKAZCACODEDC+34
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

29 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BRADLEY FOSTER & SARGENT INC

Hartford, CT

AUM

$9.07B

Licensed in AL, AK, AZ +41 states
ALAKAZARCACO+38
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

32 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AMOVA ASSET MANAGEMENT AMERICAS, INC.

New York, NY

AUM

$9.04B

Licensed in CA, VA, WY
CAVAWY
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

JOHCM (USA) INC

Boston, MA

AUM

$9.01B

Licensed in DE, IL, MA, PA
DEILMAPA
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

21 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

COLLER CAPITAL INC

New York, NY

AUM

$9.00B

Licensed in NY
NY
Wealth Mgmt
  • NON-DISCRETIONARY SUB-ADVISER TO A NON-DISCRETIONARY, NON-US ADVISER TO A NON-US ADVISER OF PRIVATE FUNDS

Team

25 advisors

Clients

—

Fees

COST PLUS FEE

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Corporate platformCorporationWebsite listed

CROSSMARK GLOBAL INVESTMENTS, INC.

Houston, TX

AUM

$8.98B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

MARCUARD FAMILY OFFICE LTD

Zurich, TX

AUM

$8.66B

Licensed in TX, FL
TXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

19 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SATURNA CAPITAL CORPORATION

Bellingham, WA

AUM

$8.62B

Licensed in AL, AZ, CA +26 states
ALAZCACODEDC+23
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

13 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GUIDED CHOICE ASSET MANAGEMENT, INC.

Reno, NV

AUM

$8.55B

Licensed in NV
NV
Financial PlanningWealth MgmtRetirementInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +4 more

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Corporate platformCorporationWebsite listed

NORTHWEST CAPITAL MANAGEMENT INC.

Lake Oswego, OR

AUM

$8.52B

Licensed in AZ, CA, ID +4 states
AZCAIDORTNWA+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BNY MELLON SECURITIES CORPORATION

New York, NY

AUM

$8.45B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.

Team

91 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

SYNOVUS SECURITIES, INC.

Columbus, GA

AUM

$8.45B

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

Team

184 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BOLTON GLOBAL ASSET MANAGEMENT

Bolton, MA

AUM

$8.28B

Licensed in AK, AZ, CA +35 states
AKAZCACOGAIL+32
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

110 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformCorporationWebsite listed

J. W. COLE ADVISORS, INC.

Tampa, FL

AUM

$8.25B

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

Team

468 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

IRONWOOD CAPITAL MANAGEMENT CORP

San Francisco, CA

AUM

$8.23B

Licensed in CA, IL
CAIL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

9 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

R M DAVIS INC

Portland, ME

AUM

$8.15B

Licensed in AZ, CA, CO +26 states
AZCACODCGAIL+23
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

25 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MARSHFIELD ASSOCIATES

Washington, DC

AUM

$8.12B

Licensed in AZ, CA, CO +36 states
AZCACODEDCGA+33
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

13 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

WEITZ INVESTMENT MANAGEMENT, INC.

Omaha, NE

AUM

$8.08B

Licensed in NE
NE
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

13 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PATRIA PRIVATE EQUITY (EUROPE) LIMITED

Edinburgh, NM

AUM

$8.01B

Licensed in NM
NM
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

25 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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