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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

40/86 ADVISORS, INC.

Carmel, IN

AUM

$30.50B

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

Team

84 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FULLER & THALER ASSET MANAGEMENT INC

San Mateo, CA

AUM

$30.25B

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

Team

11 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Fort Worth, TX

AUM

$30.15B

Licensed in AZ, AR, CA +27 states
AZARCACODEDC+24
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

72 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

ADVANCED CAPITAL GROUP

Minneapolis, MN

AUM

$29.99B

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

Team

11 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

JPMORGAN ALTERNATIVE ASSET MANAGEMENT

New York, NY

AUM

$29.73B

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

Team

26 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

EPOCH INVESTMENT PARTNERS, INC.

New York, NY

AUM

$29.73B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
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

INVESCO SENIOR SECURED MANAGEMENT, INC.

New York, NY

AUM

$29.38B

Licensed in CO, IL, NY, TX
COILNYTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

66 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

NEUBERGER BERMAN SINGAPORE PTE. LIMITED

Singapore

AUM

$29.29B

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

VALIC FINANCIAL ADVISORS, INC.

Houston, TX

AUM

$29.22B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1280 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

PARTNERS GROUP (USA) INC.

New York, NY

AUM

$29.12B

Licensed in CO, NY, TX, FL
CONYTXFL
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

250 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

WAFRA INC.

New York, NY

AUM

$29.04B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

69 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

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Corporate platformCorporationWebsite listed

ADDENDA CAPITAL

Montreal, Quebec, AL

AUM

$29.02B

Licensed in AL, AR, DE +6 states
ALARDEGAMEMA+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

60 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

AMERITAS INVESTMENT PARTNERS, INC.

Lincoln, NE

AUM

$29.01B

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

Team

33 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

QUADRATURE US INC.

New York, NY

AUM

$28.80B

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

Team

120 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

EDGEPOINT INVESTMENT GROUP

Toronto, Ontario

AUM

$28.77B

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED

London

AUM

$28.47B

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

Team

46 advisors

Clients

—

Fees

Percentage of AUM; Commissions

View detailsVisit website
Corporate platformCorporationWebsite listed

JACOBS LEVY EQUITY MANAGEMENT

Florham Park, NJ

AUM

$28.01B

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

Team

38 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BREGAL INVESTMENTS, INC.

New York, NY

AUM

$27.55B

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

Team

62 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ALLSTATE INVESTMENT MANAGEMENT COMPANY

Chicago, IL

AUM

$26.46B

Based in IL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

119 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

INVESCO HONG KONG LIMITED

Hong Kong

AUM

$26.20B

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

Team

77 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SOMPO ASSET MANAGEMENT CO., LTD.

Tokyo

AUM

$25.39B

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

Team

61 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FIRST COMMAND ADVISORY SERVICES

Fort Worth, TX

AUM

$24.43B

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

Team

1155 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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