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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

ROBERT W. BAIRD & CO. INCORPORATED

Milwaukee, WI

AUM

$394.07B

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

Team

3170 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +4 more

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Corporate platformCorporationWebsite listed

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Saint Petersburg, FL

AUM

$390.04B

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

Team

6024 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

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Corporate platformCorporationWebsite listed

MITSUBISHI UFJ TRUST AND BANKING CORPORATION

Tokyo

AUM

$384.05B

Single-office firm
Financial PlanningWealth MgmtRetirementInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

250 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DIMENSIONAL FUND ADVISORS LTD

London, TX

AUM

$364.73B

Licensed in TX
TX
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

64 advisors

Clients

—

Fees

Fixed fees; EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES

View detailsVisit website
Corporate platformCorporationWebsite listed

DFA AUSTRALIA LIMITED

Sydney, TX

AUM

$361.60B

Licensed in TX
TX
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

55 advisors

Clients

—

Fees

Fixed fees; EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES

View detailsVisit website
Corporate platformCorporationWebsite listed

VANGUARD ADVISERS, INC.

Malvern, PA

AUM

$344.62B

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

Team

1903 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PICTET ASSET MANAGEMENT SA

Geneva

AUM

$330.74B

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

Team

166 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

Kansas City, MO

AUM

$305.98B

Licensed in CA, NY, OR +2 states
CANYORMOCT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

211 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SAMSUNG ASSET MANAGEMENT COMPANY, LTD.

Seoul

AUM

$300.82B

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

Team

365 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

VICTORY CAPITAL MANAGEMENT INC.

San Antonio, TX

AUM

$282.71B

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

Team

170 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

T. ROWE PRICE INTERNATIONAL LTD

London, MD

AUM

$277.19B

Licensed in MD
MD
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

179 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

L&G - ASSET MANAGEMENT, AMERICA

Chicago, IL

AUM

$267.16B

Licensed in CO, IL, WI +2 states
COILWIWATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

104 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED

London

AUM

$260.22B

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

Team

194 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

OSAIC WEALTH, INC.

Scottsdale, AZ

AUM

$234.86B

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

Team

7143 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DWS INTERNATIONAL GMBH

Frankfurt Am Main

AUM

$228.87B

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

Team

80 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SEI INVESTMENTS MANAGEMENT CORP

Oaks, PA

AUM

$216.43B

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

Team

226 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

AMOVA ASSET MANAGEMENT CO.,LTD.

Tokyo

AUM

$213.77B

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

Team

140 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TAULA CAPITAL MANAGEMENT (DIFC) LTD

St. Helier

AUM

$210.92B

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

Team

4 advisors

Clients

—

Fees

Performance-based fees; PASS THROUGH EXPENSES

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Corporate platformCorporationWebsite listed

ABRDN INVESTMENTS LIMITED

Edinburgh, CA

AUM

$206.50B

Licensed in CA, RI
CARI
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

295 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

T.ROWE PRICE INVESTMENT MANAGEMENT, INC.

Baltimore, MD

AUM

$204.18B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

105 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

DWS INVESTMENT MANAGEMENT AMERICAS, INC.

New York, NY

AUM

$199.66B

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

Team

91 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

STIFEL, NICOLAUS & COMPANY, INCORPORATED

St. Louis, MO

AUM

$197.53B

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

Team

3079 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MACKENZIE INVESTMENTS

Toronto, Ontario

AUM

$194.88B

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

Team

107 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

INVESCO ASSET MANAGEMENT LTD.

Henley-On-Thames

AUM

$187.60B

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

Team

228 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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