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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

MONDRIAN INVESTMENT PARTNERS LIMITED

London

AUM

$49.31B

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

Team

43 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

INVESCO MANAGEMENT S.A.

Luxembourg

AUM

$48.69B

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

Team

90 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BNP PARIBAS ASSET MANAGEMENT USA, INC.

New York, NY

AUM

$48.44B

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

Team

68 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MARQUETTE ASSOCIATES, INC.

Chicago, IL

AUM

$47.06B

Licensed in CA, CO, DE +25 states
CACODEDCGAIL+22
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

Team

64 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CONCORD ADVISORY GROUP LTD

Princeton, NJ

AUM

$46.19B

Licensed in IA, MD, MN +9 states
IAMDMNNENJNY+6
Wealth MgmtTrusts & EstatesRetirement
  • Pension consulting
  • Selection of other advisers
  • ASSET ALLOCATION ADVICE AND SELECTION OF INVESTMENT VEHICLES

Team

12 advisors

Clients

0

Fees

Fixed fees; % OF ASSESTS UNDER CONSULTATION

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Corporate platformCorporationWebsite listed

CANTERBURY CONSULTING INCORPORATED

Newport Beach, CA

AUM

$45.88B

Licensed in AZ, CA, CO +9 states
AZCACOIDNVOH+6
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

25 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CHANDLER ASSET MANAGEMENT INC

San Diego, CA

AUM

$45.31B

Licensed in AL, AK, AZ +41 states
ALAKAZARCACO+38
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • CONSULTING, LGIP ADMINISTRATIVE

Team

20 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

CHEVY CHASE TRUST COMPANY

Bethesda, MD

AUM

$44.93B

Licensed in AL, AZ, CA +34 states
ALAZCACODEDC+31
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

42 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CANSO INVESTMENT COUNSEL LTD.

Richmond Hill, Ontario

AUM

$44.36B

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

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PANAGORA ASSET MANAGEMENT INC

Boston, MA

AUM

$44.13B

Licensed in MA
MA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

44 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Chicago, IL

AUM

$43.42B

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

Team

99 advisors

Clients

More than 500

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

POLAR ASSET MANAGEMENT PARTNERS INC.

Toronto, CA

AUM

$42.92B

Licensed in CA, CO, TX
CACOTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

61 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Los Angeles, CA

AUM

$42.71B

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

Team

96 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

NEWTON INVESTMENT MANAGEMENT LTD

London

AUM

$42.39B

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

Team

47 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

T.ROWE PRICE HONG KONG LIMITED

Central, MD

AUM

$42.34B

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

Team

59 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

D.A. DAVIDSON & CO.

Great Falls, MT

AUM

$41.84B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

410 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SECURIAN ASSET MANAGEMENT, INC.

St. Paul, MN

AUM

$41.56B

Licensed in MN
MN
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

34 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ABRDN INC.

Philadelphia, PA

AUM

$41.48B

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

Team

55 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MAWER INVESTMENT MANAGEMENT LTD.

Calgary, Alberta, PR

AUM

$40.94B

Licensed in PR, TX
PRTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

87 advisors

Clients

251-500

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ABRDN ASIA LIMITED

Singapore

AUM

$40.27B

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

Team

34 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BMO PRIVATE INVESTMENT COUNSEL INC.

Toronto, Ontario, AZ

AUM

$40.18B

Licensed in AZ, CA, CO +11 states
AZCACOILMDMI+8
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

130 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BAMCO, INC.

New York, NY

AUM

$39.51B

Licensed in DE, MA, NY, FL
DEMANYFL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

41 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

TRUSTAGE INVESTMENT MANAGEMENT

Madison, WI

AUM

$39.46B

Licensed in AL, AK, AZ +47 states
ALAKAZARCACO+44
Wealth MgmtRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

41 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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