DODGE & COX
San Francisco, CA
AUM
$466.56B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
100 advisors
Clients
—
Fees
Percentage of AUM; % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO
415-981-1710
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
43,051 advisers found
ARES MANAGEMENT LLC
Los Angeles, CA
AUM
$458.82B
Wealth MgmtRetirementInstitutional
Team
1550 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-201-4100
AUM
$450.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
282 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
81-3-6774-5000
TEACHERS ADVISORS, LLC
New York, NY
AUM
$436.33B
Wealth MgmtTrusts & EstatesInstitutional
Team
296 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-490-9000
J.P. MORGAN SECURITIES LLC
New York, NY
AUM
$429.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8479 advisors
Clients
More than 500
Fees
Percentage of AUM; FEE COMPUTED BASED ON CENTS-PER-SHARE-DEPOSITED-INTO-THE-ACCOUNT
800-999-2000
PRINCIPAL ASSET MANAGEMENT
Des Moines, IA
AUM
$427.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
337 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
800-787-1621
U.S. BANCORP ASSET MANAGEMENT, INC.
Minneapolis, MN
AUM
$427.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
62 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
717-232-2723
BNY MELLON INVESTMENT ADVISER, INC.
New York, NY
AUM
$419.46B
Wealth Mgmt
Team
14 advisors
Clients
0
Fees
Percentage of AUM
2129226273
KOHLBERG KRAVIS ROBERTS & CO. L.P.
New York, NY
AUM
$399.90B
Wealth MgmtInstitutional
Team
706 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-750-8300
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
New York, NY
AUM
$398.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
646 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-476-9000
ROBERT W. BAIRD & CO. INCORPORATED
Milwaukee, WI
AUM
$394.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3170 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
414-765-3500
BARINGS LLC
Charlotte, NC
AUM
$392.75B
Wealth MgmtRetirementInstitutional
Team
465 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
704-805-7200
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Saint Petersburg, FL
AUM
$390.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6024 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
727-567-3020
LOOMIS, SAYLES & COMPANY, L.P.
Boston, MA
AUM
$386.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
728 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-482-2450
FISHER INVESTMENTS
Plano, TX
AUM
$386.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1948 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
800-851-8845
AUM
$384.05B
Financial PlanningWealth MgmtRetirementInstitutional
Team
250 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
+81-3-5220-3065
JANUS HENDERSON INVESTORS
Denver, CO
AUM
$380.43B
Wealth MgmtRetirementInstitutional
Team
152 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(303) 333 3863
DIMENSIONAL FUND ADVISORS LTD
London, TX
AUM
$364.73B
Wealth MgmtInstitutional
Team
64 advisors
Clients
—
Fees
Fixed fees; EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES
+ (44) 20-3033-3300
DFA AUSTRALIA LIMITED
Sydney, TX
AUM
$361.60B
Wealth MgmtInstitutional
Team
55 advisors
Clients
—
Fees
Fixed fees; EXPENSES PLUS A FIXED PERCENTAGE OF EXPENSES
+61 (2) 8336 7100
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
Boston, MA
AUM
$351.32B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
102 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-919-0000
FIAM LLC
Smithfield, RI
AUM
$347.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
139 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-563-7000
PGIM INVESTMENTS LLC
Newark, NJ
AUM
$344.84B
Wealth MgmtInstitutional
Team
97 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
1-800-225-1852
VANGUARD ADVISERS, INC.
Malvern, PA
AUM
$344.62B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1903 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
610-669-1000
NISA INVESTMENT ADVISORS, LLC
St.. Louis, MO
AUM
$343.89B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
217 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
314-721-1900