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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

ALPS ADVISORS, INC.

Denver, CO

AUM

$38.83B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

28 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

MS CAPITAL PARTNERS ADVISER INC.

New York, NY

AUM

$38.76B

Based in NY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

125 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

NINETY ONE NORTH AMERICA, INC.

New York, NY

AUM

$38.74B

Licensed in AL, AZ, CA +28 states
ALAZCACODEDC+25
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

37 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MACQUARIE INFRASTRUCTURE PARTNERS

New York, NY

AUM

$38.69B

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

Team

122 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PACER ADVISORS, INC.

Malvern, PA

AUM

$38.64B

Licensed in PA
PA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

OPPENHEIMER & CO. INC.

New York, NY

AUM

$36.71B

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

Team

1219 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

SCOUT INVESTMENTS, INC.

Kansas City, MO

AUM

$36.57B

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

Team

24 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC

New York, NY

AUM

$36.42B

Based in NY
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

25 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BEUTEL, GOODMAN & COMPANY LTD.

Toronto, Ont.

AUM

$36.11B

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

Team

41 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LONE STAR FUNDS

Dallas, TX

AUM

$35.73B

Licensed in NY, TX
NYTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

17 advisors

Clients

0

Fees

SEE ADV 2A, SECTION 5A: FEES & COMPENSATION

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Corporate platformCorporationWebsite listed

CLARK CAPITAL MANAGEMENT GROUP INC

Philadelphia, PA

AUM

$35.69B

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

Team

20 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

SHENKMAN CAPITAL MANAGEMENT, INC.

New York, NY

AUM

$35.08B

Licensed in CO, LA, NY +3 states
COLANYTXCTFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

50 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SCHRODERS CAPITAL MANAGEMENT (US) INC.

New York, NY

AUM

$34.59B

Based in NY
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

90 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

STANCORP INVESTMENT ADVISERS, INC.

Portland, OR

AUM

$34.50B

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

Team

12 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

BNY MELLON ADVISORS, INC.

New York, NY

AUM

$33.48B

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

Team

44 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +2 more

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Corporate platformCorporationWebsite listed

SVB ASSET MANAGEMENT

San Francisco, CA

AUM

$32.32B

Licensed in AZ, CA, CO +17 states
AZCACOGAILMD+14
Wealth MgmtInstitutional
  • Portfolio management (institutions)

Team

24 advisors

Clients

—

Fees

Percentage of AUM; MONEY MARKET FUND REVENUE SHARING FEES

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Corporate platformCorporationWebsite listed

CONSTELLATION INVESTMENTS, INC.

Montgomery, OH

AUM

$31.48B

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; REIMBURSED EXPENSES AND PAID ACTUAL COSTS

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Corporate platformCorporationWebsite listed

MUZINICH & CO., INC.

New York, NY

AUM

$31.27B

Licensed in NY, FL
NYFL
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

67 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TOUCHSTONE ADVISORS INC

Cincinnati, OH

AUM

$31.09B

Licensed in OH
OH
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers

Team

14 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED

London

AUM

$30.79B

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

Team

29 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BLACKROCK INTERNATIONAL LIMITED

Edinburgh, AL

AUM

$30.78B

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

Team

58 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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