This
year
Company
Local address
Assets under local mgmt as of Dec. 31 (millions)ADV assets (millions) (1)
Minimum account size
Compensation structure (2)
Primary local advisory services
CIO/ head of investing
Top local executive
2017/2016
% change
With discretion
1
Victory Capital Management Inc.
4900 Tiedeman Road, 4th Floor, Brooklyn
(216) 898-2400/www.vcm.com
$11,540.1
$10,179.3
13.4%
$11,424
$61,817
$10,000,000
Percentage of AUM
Portfolio management
CIO at franchise level
David C. Brown, chairman, CEO
2
Boyd Watterson Asset Management LLC
1801 E. 9th St., Suite 1400, Cleveland
(216) 771-3450/www.boydwatterson.com
$7,992.8
$7,500.5
6.6%
$7,302
$7,993
$1,000,000
Fee only, percentage of AUM
Portfolio management
Brian L. Gevry
Brian L. Gevry, CEO, CIO
Timothy M. Hyland, managing partner
Michael E. Bee, managing partner
3
AB Bernstein
127 Public Square, 50th floor, Cleveland
(216) 263-8090/www.bernstein.com
$6,827.2
$6,076.9
12.3%
$4,755
$518,660
$1,000,000
Performance based or percentage of AUM
Portfolio management for individuals, businesses and institutionals; financial planning; investments in unlisted securities
Kathleen Fisher
Shane McRann Bigelow, senior VP, managing director
RESEARCHED BY Chuck Soder (csoder@crain.com)

This text is about why you need to buy this now!

Included in all subscriptions

COMBINED
$199

  • Reason one
  • Reason two
  • Reason three
  • Reason four
Buy Now Already have an account?

6 Month
$199

  • Reason one
  • Reason two
  • Reason three
  • Reason four
Buy Now Already have an account?

1 Year
$199

  • Reason one
  • Reason two
  • Reason three
  • Reason four
Buy Now Already have an account?