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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

BOWEN, HANES & CO INC

Ponte Vedra Beach, FL

AUM

$4.62B

Licensed in CA, GA, LA +4 states
CAGALANCTNTX+1
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

BTC CAPITAL MANAGEMENT

Des Moines, IA

AUM

$4.60B

Licensed in AZ, IA, NE +2 states
AZIANETXSD
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BOSTON TRUST WALDEN INC.

Boston, MA

AUM

$4.58B

Licensed in MA
MA
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT NON US INSTITUTIONS

Team

19 advisors

Clients

—

Fees

Percentage of AUM

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Corporate platformCorporationWebsite listed

FRANKLIN STREET ADVISORS INC.

Chapel Hill, NC

AUM

$4.53B

Licensed in CA, GA, LA +9 states
CAGALAMANJNY+6
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

18 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GOELZER INVESTMENT MANAGEMENT

Carmel, IN

AUM

$4.51B

Licensed in AZ, CA, CO +17 states
AZCACODEGAIL+14
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

22 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BEACON TRUST

Morristown, NJ

AUM

$4.44B

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

Team

43 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GLADSTONE MANAGEMENT CORPORATION

Mclean, VA

AUM

$4.42B

Licensed in CA, NY, OK +3 states
CANYOKVATXFL
Wealth Mgmt
  • Portfolio management (investment companies)
  • CERTAIN PORTFOLIO SERVICES FOR REITS (SEE BROCHURE)

Team

40 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Corporate platformCorporationWebsite listed

ACCREDITED INVESTORS WEALTH MANAGEMENT

Edina, MN

AUM

$4.41B

Licensed in AZ, CA, CO +19 states
AZCACODCGAIL+16
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PCA INVESTMENT ADVISORY SERVICES, INC.

Cincinnati, OH

AUM

$4.31B

Licensed in AZ, CA, CO +15 states
AZCACOGAILIN+12
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

10 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

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Corporate platformCorporationWebsite listed

CORONATION INTERNATIONAL LIMITED

London

AUM

$4.31B

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SAGE FINANCIAL GROUP INC.

West Conshohocken, PA

AUM

$4.29B

Licensed in AZ, CA, CO +19 states
AZCACODEDCIL+16
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

21 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

VIBRANT CAPITAL PARTNERS, INC.

New York, NY

AUM

$4.28B

Licensed in CA, NY, FL
CANYFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Security ratings

Team

16 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

EAST CAPITAL

Stockholm, CA

AUM

$4.28B

Licensed in CA, DE, IL +3 states
CADEILMANYFL
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

17 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

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Corporate platformCorporationWebsite listed

BEACON CAPITAL MANAGEMENT, INC.

Dayton, OH

AUM

$4.26B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

TINICUM INCORPORATED

New York, NY

AUM

$4.23B

Licensed in CA, NY, TX
CANYTX
Wealth MgmtTrusts & Estates
  • Portfolio management (pooled vehicles)

Team

31 advisors

Clients

—

Fees

Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS

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Corporate platformCorporationWebsite listed

ZWJ INVESTMENT COUNSEL INC

Atlanta, GA

AUM

$4.23B

Licensed in AL, CA, CO +19 states
ALCACOGAILLA+16
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

12 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

WILLIS INVESTMENT COUNSEL INC

Gainesville, GA

AUM

$4.23B

Licensed in GA, LA, NE +4 states
GALANENCTNTX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

B. RILEY WEALTH ADVISORS, INC.

Memphis, TN

AUM

$4.21B

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

Team

172 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BAXTER CAPITAL MANAGEMENT INC

Indianapolis, IN

AUM

$4.19B

Licensed in IN
IN
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (institutions)
  • ASSET/LIABILITY MANAGEMENT & CREDIT LOSS PROJECTIONS

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Dallas, TX

AUM

$4.19B

Licensed in AZ, CA, CO +10 states
AZCACOGALANV+7
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

39 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SALEM INVESTMENT COUNSELORS INC

Winston Salem, NC

AUM

$4.19B

Licensed in AL, AZ, CA +21 states
ALAZCACODCGA+18
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

12 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ESSEX FINANCIAL SERVICES, INC.

Essex, CT

AUM

$4.17B

Licensed in AZ, CA, CO +25 states
AZCACODEDCGA+22
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

42 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FLAHERTY & CRUMRINE INCORPORATED

Pasadena, CA

AUM

$4.15B

Based in CA
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

8 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
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