FIRST TRUST ADVISORS LP is a Wheaton, Illinois based financial advisory firm with nearly $210,879,000,000 in assets under management and provides investment advisory services for 2926 clients. There are currently 426 financial advisors at the firm.
General Information |
| Firm CRD#: | 107027 | |
| SEC#: | 801-39950 | |
| Assets under Management: | $210,879,000,000 | |
| No. of Clients: | 2926 | |
| No. of Advisors: | 426 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters | |
| Fee Structure: | A percentage of AUM, Other (FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | 801-56896 | 236964 | 373 | $54,693,200,000 |
| WILLIAM BLAIR & COMPANY L.L.C. | 1252 | 801-688 | 49755 | 440 | $49,981,350,919 |
| CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | 801-57986 | 29445 | 539 | $57,308,548,955 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | 801-27047 | 13396 | 185 | $45,167,962,000 |
| CRESSET ASSET MANAGEMENT, LLC | 288566 | 801-110753 | 3961 | 402 | $52,506,642,484 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | 801-80640 | 1115 | 372 | $67,246,025,476 |
| FIDUCIENT ADVISORS LLC | 106720 | 801-48820 | 1094 | 218 | $55,897,061,358 |
| GCM GROSVENOR L.P. | 108654 | 801-54965 | 408 | 492 | $82,438,165,916 |
| ADAMS STREET PARTNERS, LLC | 109358 | 801-58169 | 355 | 295 | $56,097,229,821 |
| LSV ASSET MANAGEMENT | 109918 | 801-47689 | 264 | 43 | $96,001,136,901 |
| MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | 801-73056 | 169 | 182 | $42,927,399,019 |
| TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | 801-46008 | 123 | 208 | $51,371,522,113 |
| PPM AMERICA INC | 107269 | 801-40783 | 57 | 209 | $73,144,844,083 |
| BDT CAPITAL PARTNERS | 160914 | 801-73499 | 45 | 421 | $49,693,263,827 |
| HARBOR CAPITAL ADVISORS, INC. | 113042 | 801-60367 | 13 | 224 | $50,549,495,026 |