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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

GMT CAPITAL CORP.

Atlanta, GA

AUM

$6.90B

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PROVIDENT TRUST COMPANY

Waukesha, WI

AUM

$6.86B

Licensed in AZ, CA, CO +10 states
AZCACOGAILNY+7
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

CONFLUENCE FINANCIAL PARTNERS

Mcmurray, PA

AUM

$6.84B

Licensed in AL, AZ, CA +33 states
ALAZCACODEDC+30
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

38 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FIRST SENTIER INVESTORS

Barangaroo, Nsw

AUM

$6.83B

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

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FOCUS FINANCIAL

Minneapolis, MN

AUM

$6.82B

Licensed in AL, AK, AZ +43 states
ALAKAZARCACO+40
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

114 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

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Corporate platformCorporationWebsite listed

ABBEY CAPITAL LIMITED

Dublin 2

AUM

$6.82B

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

Team

19 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FOCUSPOINT SOLUTIONS, INC.

Portland, OR

AUM

$6.78B

Licensed in CO, IL, NE +3 states
COILNEORPACT
Wealth MgmtInstitutional
  • Portfolio management (institutions)
  • Selection of other advisers
  • TURNKEY ASSET MANAGEMENT FOR RIA'S

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

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Corporate platformCorporationWebsite listed

KORNITZER CAPITAL MANAGEMENT, INC.

Mission, KS

AUM

$6.75B

Licensed in AL, AZ, AR +41 states
ALAZARCADEDC+38
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

24 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LADENBURG THALMANN ASSET MANAGEMENT INC

New York, NY

AUM

$6.68B

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

Team

14 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

QCAM CURRENCY ASSET MANAGEMENT AG

Zug

AUM

$6.61B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • FX RISK SERVICES / OVERLAY

Team

7 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Corporate platformCorporationWebsite listed

GREYCOURT & CO., INC.

Pittsburgh, PA

AUM

$6.61B

Licensed in CA, MD, MN +8 states
CAMDMNMTNJNY+5
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

19 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

T. ROWE PRICE (CANADA), INC.

Baltimore, MD

AUM

$6.55B

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

OSAIC INSTITUTIONS, INC.

Meriden, CT

AUM

$6.49B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

478 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

JENSEN INVESTMENT MANAGEMENT INC.

Lake Oswego, OR

AUM

$6.48B

Licensed in AZ, CA, CO +11 states
AZCACOIDILME+8
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

NWF ADVISORY SERVICES INC

Los Angeles, CA

AUM

$6.43B

Licensed in AK, AZ, CA +21 states
AKAZCACOGAID+18
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

102 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

OCTOPUS ENERGY GENERATION

London

AUM

$6.40B

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

Team

55 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TRUEPOINT, INC.

Cincinnati, OH

AUM

$6.39B

Licensed in AZ, CA, CO +29 states
AZCACODCGAIL+26
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

37 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GLOBAL ALPHA CAPITAL MANAGEMENT LTD.

Montreal, Qc

AUM

$6.34B

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

Team

21 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MISSIONSQUARE RETIREMENT

Washington, DC

AUM

$6.31B

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

Team

174 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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