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Diamond Hill Investment Group, Inc.

Diamond Hill Investment Group, Inc., through its subsidiaries, sponsors, markets, and provides investment advisory and related services to individual and institutional investors in the United States. The company also offers compliance, treasury, fund administration, underwriting, and distribution services to mutual fund companies. It serves mutual funds, separate accounts, and private ... more

Edelman Financial Group Inc. (The)

The Edelman Financial Group Inc., through its subsidiaries, provides wealth management and institutional services principally to individuals, corporations, and financial institutions. Its Wealth Management segment provides investment advisory, wealth and investment management, and financial planning services to high net worth and mass affluent individuals and institutions, including investment ... more

Epoch Holding Corporation

Epoch Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to pooled investment vehicles, typically mutual funds. It also caters to high net worth individuals, investment companies, corporations, state or municipal government entities, endowments, pension and profit sharing plans, and charitable organizations. It manages separate ... more

Financial Engines, Inc.

Financial Engines, Inc. and its subsidiaries provide independent, technology-enabled portfolio management services, investment advice, and retirement income services to participants in employer-sponsored defined contribution plans, such as 401(k) plans. The company helps investors plan for retirement by offering personalized plans for saving and investing, as well as by providing assessments ... more

Morningstar, Inc.

Morningstar, Inc. provides independent investment research to individual investors, financial advisors, and institutional clients worldwide. The company operates in two segments, Investment Information and Investment Management. The Investment Information segment offers data, software, and research products and services. It provides Licensed Data, a set of investment data spanning various ... more

U.S. Global Investors, Inc.

U.S. Global Investors, Inc. is a publicly owned investment manager. The firm primarily provides its services to investment companies. It also provides its services to pooled investment vehicles. The firm manages equity and fixed income mutual funds for its clients. It also launches and manages hedge funds investing in alternative investment markets for its clients. The firm invests in the ... more

Value Line, Inc.

Value Line, Inc. engages in the production of investment related periodical publications and making available copyright data to third parties primarily in the United States. The company provides investment related periodicals that cover various investments, including stocks, mutual funds, options, and convertible securities. It offers statistical and text coverage of various investment ... more

Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutional clients directly and through intermediaries, ... more

Alliance Capital Management Holding L.P.

AllianceBernstein Holding L.P. provides investment management and related services in the United States and internationally. It offers institutional services, including separately-managed accounts, sub-advisory relationships, structured products, collective investment trusts, mutual funds, hedge funds, and other investment vehicles to unaffiliated corporate and public employee pension funds, ... more


Ameriprise Financial, Inc., through its subsidiaries, provides financial planning, products, and services primarily in the United States. The company operates in four principal segments: Advice & Wealth Management, Asset Management, Annuities, and Protection. The Advice & Wealth Management segment offers financial planning and advice, as well as full service brokerage and banking services to ... more

Apollo Global Management, LLC

Apollo Global Management, LLC is a publicly owned investment manager. The firm primarily provides its services to pension and endowment funds, institutional investors, individual investors, pooled investment vehicles, and corporations. It manages client focused portfolios, hedge funds, real estate funds, and private equity funds for its clients. The firm invests in the fixed income and ... more


Artio Global Investors, Inc. is a publicly owned asset management holding company. Through its subsidiary, the firm provides portfolio management and fund management services to its clients. Artio Global Investors, Inc. was founded in 1962 and is based in New York, New York. more

Cohn & Steers Inc

Cohen & Steers, Inc. provides investment management services to individual and institutional investors through a range of investment vehicles. The company manages portfolios specializing in U.S. and international real estate securities, large cap value stocks, listed infrastructure and utilities, and preferred securities. It also manages alternative investment strategies, such as hedged real ... more

Eaton Vance Corporation

Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. As of October 31, 2004, the company provided investment ... more

Evercore Partners Inc

Evercore Partners Inc. operates as an independent investment banking advisory firm. It provides advisory services on mergers, acquisitions, divestitures, and other strategic corporate transactions primarily for multinational corporations and private equity firms; and restructuring advice to companies in financial transition, as well as to creditors, shareholders, and potential acquirers. The ... more