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

SMEAD CAPITAL MANAGEMENT, INC.

Phoenix, AZ

AUM

$5.52B

Licensed in AZ, NJ, WA
AZNJWA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

10 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

STACEY BRAUN ASSOCIATES INC

New York, NY

AUM

$5.50B

Licensed in CA, MD, MA +7 states
CAMDMANJNYPA+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

9 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BROCKENBROUGH

Richmond, VA

AUM

$5.49B

Licensed in CA, CO, GA +13 states
CACOGALAMDMA+10
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

15 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

QIC INVESTMENTS NO. 1 PTY LTD

Brisbane Queensland

AUM

$5.48B

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

Team

37 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

DISCIPLINED GROWTH INVESTORS INC

Minneapolis, MN

AUM

$5.48B

Licensed in AZ, CA, CO +17 states
AZCACOGAILIA+14
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SENTRY MANAGEMENT INC

Wichita Falls, TX

AUM

$5.44B

Licensed in TX
TX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Publication of periodicals

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PENSION CONSULTANTS INC

Springfield, MO

AUM

$5.42B

Licensed in AR, KS, NE +2 states
ARKSNEOKMO
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Portfolio management (individuals)
  • Pension consulting
  • Publication of periodicals

Team

6 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FENIMORE ASSET MANAGEMENT, INC.

Cobleskill, NY

AUM

$5.41B

Licensed in CA, CO, GA +13 states
CACOGAILMDMA+10
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

23 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

FIRST SENTIER INVESTORS

George Town, Grand Cayman

AUM

$5.39B

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

Team

21 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SOFINNOVA INVESTMENTS, INC.

Menlo Park, CA

AUM

$5.37B

Licensed in CA, MA, NY, PR
CAMANYPR
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

20 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TCI WEALTH ADVISORS, INC.

Tucson, AZ

AUM

$5.37B

Licensed in AZ, CA, CO +35 states
AZCACOGAIDIL+32
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

45 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

POLUS CAPITAL MANAGEMENT LIMITED

London

AUM

$5.32B

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • INVESTMENT ADVISORY (NON-DISCRETIONARY)

Team

36 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

VALUE PARTNERS HONG KONG LIMITED

Hong Kong

AUM

$5.25B

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

Team

25 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

INVESTMENT MANAGEMENT GROUP

Billings, MT

AUM

$5.24B

Licensed in AZ, CA, ID +13 states
AZCAIDMNMTNV+10
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

23 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

LINSCOMB WEALTH, INC.

Houston, TX

AUM

$5.21B

Licensed in AL, AR, CA +16 states
ALARCACOGAKY+13
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

25 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DAVIDSON INVESTMENT ADVISORS, INC.

Great Falls, MT

AUM

$5.20B

Licensed in AK, AZ, CA +40 states
AKAZCACODEDC+37
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

13 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

DWS INVESTMENTS HONG KONG LIMITED

Hong Kong

AUM

$5.10B

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

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

STONEX ADVISORS INC.

Birmingham, AL

AUM

$5.09B

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

Team

220 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

THE PACIFIC FINANCIAL GROUP, INC.

Nashville, TN

AUM

$5.07B

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

Team

20 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
PreviousPage 19 of 355Next