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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

JUPITER ASSET MANAGEMENT LIMITED

London

AUM

$68.22B

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

Team

70 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CIBC PRIVATE WEALTH ADVISORS, INC.

Chicago, IL

AUM

$67.84B

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

Team

220 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HARBOR CAPITAL ADVISORS, INC.

Chicago, IL

AUM

$67.64B

Licensed in IL, MA, NY
ILMANY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

25 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

WALTER SCOTT & PARTNERS LIMITED

Edinburgh, DE

AUM

$66.67B

Licensed in DE, IL, TX
DEILTX
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

43 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TRANSAMERICA ASSET MANAGEMENT, INC.

Denver, CO

AUM

$65.94B

Licensed in CO
CO
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • MODEL ALLOCATION/INVESTMENT PORTFOLIOS, RESEARCH REPORTS & INVESTMENT SCORECARDS

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ALAN BILLER AND ASSOCIATES

Menlo Park, CA

AUM

$65.07B

Licensed in CA, WA
CAWA
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Pension consulting
  • Selection of other advisers

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MEEDER PUBLIC FUNDS, INC.

Dublin, OH

AUM

$64.13B

Licensed in AK, AZ, CA +31 states
AKAZCACOIDIL+28
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Educational seminars

Team

52 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

TOWERS WATSON INVESTMENT SERVICES, INC.

Chicago, IL

AUM

$62.67B

Licensed in CA, CO, GA +18 states
CACOGAILKYMA+15
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

233 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

EAGLE ASSET MANAGEMENT INC

St.. Petersburg, FL

AUM

$60.65B

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

Team

44 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AMERICAN BEACON ADVISORS, INC.

Irving, TX

AUM

$59.93B

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

Team

12 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

LGT CAPITAL PARTNERS (USA) INC.

New York, NY

AUM

$59.78B

Licensed in CA, NY, TX
CANYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

49 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MIO PARTNERS, INC.

New York, NY

AUM

$59.59B

Licensed in AZ, CA, CO +25 states
AZCACODCGAIL+22
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

66 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

USI ADVISORS

Glastonbury, CT

AUM

$56.28B

Licensed in AL, AK, AZ +46 states
ALAKAZARCACO+43
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

48 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CITIGROUP GLOBAL MARKETS INC.

New York, NY

AUM

$56.01B

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

Team

4078 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

THORNBURG INVESTMENT MANAGEMENT INC

Santa Fe, NM

AUM

$54.45B

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

Team

40 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

BRECKINRIDGE CAPITAL ADVISORS INC

Boston, MA

AUM

$54.28B

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

Team

41 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PINESTONE ASSET MANAGEMENT INC.

Montreal, Quebec

AUM

$54.13B

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

Team

13 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FIRST SENTIER INVESTORS

Barangaroo, Nsw

AUM

$52.93B

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

Team

51 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AEGON ASSET MANAGEMENT UK PLC

Edinburgh

AUM

$52.63B

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

Team

87 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

CAPITAL INTERNATIONAL, INC.

Los Angeles, CA

AUM

$51.92B

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

Team

46 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SEGAL MARCO ADVISORS

New York, NY

AUM

$50.15B

Licensed in AK, AZ, CA +36 states
AKAZCACODCGA+33
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

103 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ICG INVESTMENTS INC

New York, NY

AUM

$49.69B

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

Team

54 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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