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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

HUNTINGTON FINANCIAL ADVISORS

Columbus, OH

AUM

$7.89B

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

Team

415 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

D.F. DENT AND COMPANY, INC.

Baltimore, MD

AUM

$7.88B

Licensed in CA, DE, DC +21 states
CADEDCILIALA+18
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

16 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

KENSICO CAPITAL MANAGEMENT CORP.

Greenwich, CT

AUM

$7.88B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; AFFILIATE OF REGISTRANT RECEIVES INCENTIVE REALLOCATIONS

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Corporate platformCorporationWebsite listed

ETHIC

New York, NY

AUM

$7.82B

Licensed in CA, CO, IL +5 states
CACOILLAMANE+2
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

Team

10 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

HILLSDALE INVESTMENT MANAGEMENT INC.

Toronto

AUM

$7.77B

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

Team

35 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BROWN ADVISORY

Norfolk, VA

AUM

$7.57B

Licensed in CA, GA, IL +3 states
CAGAILNCVAFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

AVANTAX PLANNING PARTNERS, INC.

Dubuque, IA

AUM

$7.57B

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

Team

200 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

BAILARD, INC.

Foster City, CA

AUM

$7.56B

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

Team

42 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

QIC

New York, NY

AUM

$7.52B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

22 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

JMG FINANCIAL GROUP LTD

Downers Grove, IL

AUM

$7.50B

Licensed in AZ, CA, CO +34 states
AZCACODCGAID+31
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

66 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

HOMESTEAD ADVISERS CORP.

Arlington, VA

AUM

$7.45B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtInstitutional
  • Financial planning
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

15 advisors

Clients

1-10

Fees

Percentage of AUM; COST REIMBURSABLE.

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Corporate platformCorporationWebsite listed

CAPITAL ADVISORS, INC.

Tulsa, OK

AUM

$7.43B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

35 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

WASHINGTON CAPITAL MANAGEMENT INC

Seattle, WA

AUM

$7.40B

Licensed in AK, CA, CO +6 states
AKCACOLAMANV+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

46 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CENTAURUS FINANCIAL, INC.

Anaheim, CA

AUM

$7.34B

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

Team

375 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SPECTRUM EQUITY

Boston, MA

AUM

$7.32B

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

Team

42 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TURIM 21 INVESTIMENTOS LTDA

Rio De Janeiro, Rj

AUM

$7.24B

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

Team

20 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BONDBLOXX

Larkspur, CA

AUM

$7.24B

Licensed in AZ, CA, NY
AZCANY
Wealth Mgmt
  • Portfolio management (investment companies)

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

BLACK CREEK INVESTMENT MANAGEMENT INC.

Toronto

AUM

$7.09B

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PYRFORD INTERNATIONAL LTD

London

AUM

$7.07B

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

Team

13 advisors

Clients

11-25

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

JOHN W. BRISTOL & CO., INC.

New York, NY

AUM

$7.07B

Licensed in CA, CO, DE +12 states
CACODEGAMEMA+9
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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