You're signed outSign in or to get full access.
Investment Advisers
4,043 funds
13F institutional filings: AUM changes, allocations, holdings
Location
Website
Sort by:
Vestmark Advisory Solutions, Inc.
Wakefield, MA
$1.9T
AUM
400
Employees
Jones Financial Companies LLLP
Des Peres, MO
$1.7T
AUM
50,000
Employees
CIBC World Markets Corp.
New York, NY
$1.0T
AUM
48,000
Employees
Captrust Financial Advisors
Raleigh, NC
$1.0T
AUM
2,000
Employees
Voya Financial Advisors, Inc.
Minneapolis, MN
$1.0T
AUM
7,000
Employees
LPL Financial LLC
San Diego, CA
$619B
AUM
37,893
Employees
Tolleson Wealth Management, Inc.
Dallas, TX
$585B
AUM
100
Employees
Morgan Stanley Institutional Investment Advisors LLC
$406B
Greenwood Village, CO
1,000
Morgan Stanley Institutional Investment Advisors LLC
Greenwood Village, CO
$406B
AUM
1,000
Employees
MML Investors Services, LLC
Springfield, MA
$360B
AUM
7,000
Employees
Marquette Associates, Inc.
Chicago, IL
$356B
AUM
121
Employees
NYL Investors LLC
New York, NY
$329B
AUM
304
Employees
Russell Investments Group, LTD.
Seattle, WA
$310B
AUM
1,800
Employees
Fisher Asset Management, LLC
Camas, WA
$299B
AUM
4,065
Employees
Cambridge Associates LLC /ma/ /adv
Boston, MA
$290B
AUM
850
Employees
Northwestern Mutual Wealth Management Co.
Milwaukee, WI
$281B
AUM
700
Employees
Financial Engines Advisors L.L.C.
Santa Clara, CA
$272B
AUM
1,255
Employees
Sageview Advisory Group, LLC
Newport Beach, CA
$239B
AUM
248
Employees
Commonwealth Equity Services, LLC
Waltham, MA
$210B
AUM
700
Employees
Meketa Investment Group Inc. /adv
Westwood, MA
$200B
AUM
200
Employees
Hightower Advisors, LLC
Chicago, IL
$165B
AUM
1,837
Employees
Cetera Investment Advisers
Schaumburg, IL
$164B
AUM
7,705
Employees
Hartford Funds Management Co. LLC
Wayne, PA
$138B
AUM
387
Employees
Cerity Partners LLC
New York, NY
$130B
AUM
620
Employees
Cliffwater LLC
Los Angeles, CA
$120B
AUM
200
Employees
Cambridge Investment Research Advisors, Inc.
Fairfield, IA
$102B
AUM
3,312
Employees
Atria Wealth Solutions, Inc.
New York, NY
$100B
AUM
500
Employees
Mariner, LLC
Leawood, KS
$99B
AUM
1,503
Employees
Avantax Advisory Services, Inc.
Coppell, TX
$92B
AUM
3,000
Employees
Avantax Planning Partners, Inc.
Dubuque, IA
$92B
AUM
3,000
Employees
Resources Investment Advisors, LLC.
Overland Park, KS
$87B
AUM
2,000
Employees
Symetra Investment Management Co.
Farmington, CT
$82B
AUM
Wealthfront Advisers LLC
Palo Alto, CA
$80B
AUM
200
Employees
Assetmark, Inc.
Concord, CA
$77B
AUM
887
Employees
Morningstar Investment Management LLC
Chicago, IL
$77B
AUM
323
Employees
William Blair Investment Management, LLC
Chicago, IL
$72B
AUM
333
Employees
Alm First Financial Advisors, LLC
Dallas, TX
$69B
AUM
21
Employees
Sterling Capital Management LLC
Charlotte, NC
$66B
AUM
182
Employees
Kestra Advisory Services, LLC
Austin, TX
$60B
AUM
1,299
Employees
Harbor Capital Advisors, Inc.
Chicago, IL
$60B
AUM
175
Employees
Betterment LLC
New York, NY
$56B
AUM
450
Employees
Fiducient Advisors LLC
Chicago, IL
$56B
AUM
218
Employees
Prime Buchholz LLC
Portsmouth, NH
$55B
AUM
150
Employees
Sands Capital Management, LLC
Arlington, VA
$52B
AUM
200
Employees
Beacon Pointe Advisors, LLC
Newport Beach, CA
$50B
AUM
600
Employees
Fort Washington Investment Advisors Inc. /oh/
Cincinnati, OH
$50B
AUM
110
Employees
Pacer Advisors, Inc.
Paoli, PA
$46B
AUM
23
Employees
Mercer Global Advisors Inc. /adv
Denver, CO
$44B
AUM
1,000
Employees
Moneta Group Investment Advisors LLC
St Louis, MO
$43B
AUM
538
Employees
Partners Capital Investment Group, LLP
Boston, MA
$42B
AUM
163
Employees
Showing 1 to 50 of 4,043
Page 1 of 81
Page 1 of 81 (4,043 total)