Subscribe

Top separate-account-consultant-program asset management groups

Top separate-account-consultant-program asset management groups Click column headers to sort fields…

Top separate-account-consultant-program asset management groups

Click column headers to sort fields



Rank Company Assets ($B)
1 Legg Mason Inc.
ClearBridge Advisors LLC (a subsidiary of Legg Mason)
620 Eighth Ave., 48th Floor, New York, NY 10018
(800) 691-6960
Brian S. Posner, chief executive
66.5
2 Nuveen Investments LLC
333 W. Wacker Drive, Chicago, IL 60606
(800) 257-8787
Michael Lewers, group president of Nuveen separately managed accounts
55.4
3 BlackRock Inc.1
800 Scudders Mill Road, Plainsboro, NJ 08536
(800) 634-7455
Ken Barbuscio, Jay Willoughby, managing directors
48.8
4 Brandes Investment Partners LP
11988 El Camino Real, Suite 500, P.O. Box 919048
San Diego, CA 92191
(800) 237-7119
Ed Blodgett, director of private-client services
39.7
5 Allianz Private Client Services LLC
1345 Sixth Ave., New York, NY 10105
(212) 739-3163
Ann L. de Groot, vice president
31.1
6 Alliance Capital Management LP
1345 Sixth Ave., New York, NY 10105
(212) 969-1000
Bruce W. Calvert, chairman
22.1
7 Lord Abbett & Co. LLC
90 Hudson St., Jersey City, NJ 07302
(866) 727-3375
R. Mark Pennington, partner and director
of private-advisory services
21.3
8 Neuberger Berman LLC
605 Third Ave., New York, NY 10158
(212) 476-9000
Jeffrey B. Lane, president and chief executive
17.4
9 Delaware Capital Management
2005 Market St.,Philadelphia, PA 19103
(877) 533-0104
James L. Hinkley, senior vice president
17.1
10 UBS Global Asset Management
51 W. 52nd St., New York, NY 10019
(212) 882-5000
John A. Fraser, chairman and chief executive
15.6

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Follow the data to ID the best prospects

Advisers play an important role in grooming the next generation of savvy consumers, which can be a win-win for clients and advisers alike.

Advisers need to get real with clients about what reasonable investment returns look like

There's a big disconnect between investor expectations and stark economic realities, especially among American millennials.

Help clients give wisely

Not all charities are created equal, and advisers shouldn't relinquish their role as stewards of their clients' wealth by avoiding philanthropy discussions

Finra, it’s high time for transparency

A call for new Finra leadership to be more forthcoming about the board's work.

ETF liquidity a growing point of financial industry contention

Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print