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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

PICTET ASSET MANAGEMENT LIMITED

London

AUM

$24.40B

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

Team

85 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

MATSON MONEY, INC.

Mason, OH

AUM

$24.33B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Publication of periodicals

Team

9 advisors

Clients

—

Fees

Percentage of AUM; SEE DESCRIPTION IN MISC. SECTION

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Corporate platformCorporationWebsite listed

T. ROWE PRICE JAPAN, INC.

Tokyo, MD

AUM

$24.07B

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

Team

29 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

COLCHESTER GLOBAL INVESTORS

London

AUM

$23.95B

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Corporate platformCorporationWebsite listed

CHINA ASSET MANAGEMENT (HONG KONG) LIMITED

Hong Kong

AUM

$23.90B

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

Team

23 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

J O HAMBRO CAPITAL MANAGEMENT LIMITED

London

AUM

$23.28B

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

Team

37 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

CAPITAL ADVISORS GROUP, INC

Boston, MA

AUM

$23.03B

Licensed in CA, MD, MA +6 states
CAMDMANJNYPA+3
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Publication of periodicals

Team

20 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +2 more

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Corporate platformCorporationWebsite listed

JOHNSON INVESTMENT COUNSEL, INC.

Cincinnati, OH

AUM

$22.98B

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

Team

76 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

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Corporate platformCorporationWebsite listed

COMMONFUND OCIO, INC.

Norwalk, CT

AUM

$22.66B

Licensed in CA, DE, DC +22 states
CADEDCGAILIN+19
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

33 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

BARING INTERNATIONAL INVESTMENT LTD

London

AUM

$22.57B

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

Team

168 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

TCV

Menlo Park, CA

AUM

$22.51B

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

Team

44 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST

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Corporate platformCorporationWebsite listed

DAWSON PARTNERS

Toronto

AUM

$22.14B

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

Team

59 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HIGHLAND CONSULTING ASSOCIATES INC.

Cleveland, OH

AUM

$21.93B

Licensed in IN, KY, MI +4 states
INKYMIOHPATX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

17 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

MAGELLAN INVESTMENT PARTNERS

Sydney, Nsw

AUM

$21.75B

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

Team

33 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

OPPENHEIMER ASSET MANAGEMENT

New York, NY

AUM

$21.33B

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

Team

129 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ADRIAN LEE & PARTNERS

Co Dublin

AUM

$21.26B

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

Team

16 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HIGHLAND ASSOCIATES INC

Birmingham, AL

AUM

$20.99B

Licensed in AL, CA, GA +14 states
ALCAGAILINKS+11
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

18 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BAHL & GAYNOR INC

Cincinnati, OH

AUM

$20.99B

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

Team

47 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

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Corporate platformCorporationWebsite listed

THRIVENT INVESTMENT MANAGEMENT INC.

Minneapolis, MN

AUM

$20.77B

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

Team

2963 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FIDUCIARY COUNSELORS INC.

Washington, DC

AUM

$20.35B

Licensed in DC
DC
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

6 advisors

Clients

—

Fees

Hourly charges; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

VONTOBEL ASSET MANAGEMENT, INC.

New York, NY

AUM

$20.29B

Licensed in AL, AZ, AR +46 states
ALAZARCACODE+43
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

23 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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