Top Asset Management Services Companies

Q: What does an asset management company do?

An asset management company invests and oversees assets on behalf of clients. It sets an investment policy, allocates and selects investments, rebalances and reports performance, or for real assets, plans leasing, capital work, financing and sales.

Q: How much do asset management services cost?

Asset managers usually charge a percentage of assets under management, or of revenue for real estate and royalties, sometimes with performance fees. Most firms listed have no minimum or a $1,000 floor, and institutional managers set floors from $25,000 to $250,000.

Q: What is the difference between asset management and wealth management?

Asset management focuses on running investment portfolios or real assets to set objectives, often for institutions. Wealth management serves individuals and families more broadly, adding financial planning, tax, estate and retirement advice around their investments.

Q: How do you check an asset management firm before hiring it?

Check its registration and Form ADV or local equivalent, confirm fiduciary status and independent custody, review performance net of fees against a benchmark, and read the full fee schedule. Ask for references from clients with similar assets.

Q: Which industries use asset management firms?

Real estate owners are the most common clients of the firms listed, followed by business services companies, medical organizations, entertainment businesses, automotive companies, financial firms and non-profits managing endowments or reserves.

Q: Where are asset management firms on Edverise based?

Houston has the most asset management firms listed in this category, with the rest spread across the US and other countries. For investment mandates, location matters less than registration in your jurisdiction; real estate managers should know your markets.

Asset management firms run portfolios of investments or income-producing assets for owners who lack the time or staff to do it themselves. Clients include pension plans, endowments, foundations, family offices and companies with surplus cash, as well as owners of real estate and mineral or royalty interests. The work covers investment policy, asset allocation, security or property selection, reporting and, for real assets, leasing, maintenance planning and revenue audits.

This category spans investment advisers, real estate asset managers and royalty specialists. Decide which asset you need managed, then confirm each firm's registration, fiduciary status, fee structure and reporting.

How this list is built

We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

40 Companies

List of the Best Asset Management Services Agencies

Dana Investment Advisors
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Dana Investment Advisors is an asset management company that assists investors in navigating a constantly evolving market landscape. The firm actively oversees a diverse array of public U.S. equity and fixed income investment strategies for corporations, endowments, foundations, family offices, and
Highlights
10-49
Employees
Waukesha, Wisconsin, Us
Services Provided
100% Asset Management Services
AI Summary
“Dana Investment Advisors is an asset management firm providing diverse U.S. equity and fixed income strategies, aiming for consistent returns with reduced risk and personalized service.”
ADVANCE BITCOIN RECOVERY EXPERT LEE ULTIMATE HACKER
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We create customized Asset Recovery Plans for our clients that align with their budget and consider the unique details of each case, ensuring they receive optimal value for their investment.
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Services Provided
100% Asset Management Services
AI Summary
“Advance Bitcoin Recovery Expert Lee Ultimate Hacker specializes in tailored asset recovery solutions, delivering customized plans that optimize client investment value across diverse financial recovery cases.”
AssetPoint
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AssetPoint is a top provider of EAM and CMMS software. Their Enterprise Asset Management solution, TabWare, is utilized across various industries by companies that rely heavily on efficient asset management for success. For more information on EAM and CMMS software, as well as preventive maintenance
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Greenville, South Carolina, Us
Services Provided
60% Asset Management Services
40% Maintenance Services
AI Summary
“AssetPoint provides comprehensive enterprise asset management and maintenance software solutions, enabling diverse industries to optimize asset performance, reduce costs, and minimize downtime effectively.”
Valor Mineral Management
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Valor Mineral Management is a full-service mineral management firm led by industry specialists who utilize advanced mineral management software to ensure security, clarity, and revenue optimization for clients. Recognized as a leader in mineral asset management, the company was founded by seasoned m
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Fort Worth, Texas, Us
Services Provided
59% Asset Management Services
21% Accounting Services
20% Administrative Services
AI Summary
“Valor Mineral Management specializes in comprehensive mineral and royalty asset management, leveraging advanced software and certified experts to optimize revenue and provide tailored services across the U.S.”
IQ-EQ
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We are IQ-EQ, a premier investor services organization with over 4,300 employees spanning 24 locations globally. We combine exceptional global technical knowledge with a profound understanding of our clients' requirements. Our expertise and personal insights enable us to effectively serve our client
Highlights
1000-9999
Employees
Services Provided
59% Asset Management Services
21% Business Formation
20% Corporate Services
AI Summary
“IQ-EQ is a global investor services firm with 4,300 employees across 24 locations, offering expert, client-focused solutions to fund managers, corporations, family offices, and private clients.”
Visore Security Solutions
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Visore streamlines your organization's security operations through a unified SecOps Platform that tackles interoperability issues. Designed to overcome the primary challenge faced by IT and cybersecurity teams—maintaining a thorough and current asset inventory—Visore combines asset management, data
Highlights
$5,000+
Min Project Size
10-49
Employees
Rockville, Maryland, Us
Services Provided
50% Asset Management Services
50% Managed Security Services
AI Summary
“Visore Security Solutions provides a unified SecOps platform that integrates asset management, data consolidation, and threat intelligence, enabling efficient and current security operations for IT and cybersecurity teams.”
Keilty Realty Corporation
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We offer services in asset management, property management, and real estate development. Our team is dedicated to making and overseeing investments in office spaces, residential properties, student housing, multi-family apartments, build-to-rent townhomes, and single-family home communities across O
Highlights
$50,000+
Min Project Size
50-249
Employees
Kingston, Ontario, Ca
Services Provided
40% Asset Management Services
30% Property Management Services
30% Real Estate Development
AI Summary
“Keilty Realty Corporation specializes in asset and property management alongside real estate development, focusing on diverse residential and commercial investments across Ontario, Canada.”
T
The inventory master
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The Inventory Master offers solutions for RFID inventory management, warehouse tracking, automated inventory systems, and asset tracking software tailored for businesses. For more information, visit: https://theinventorymaster.com/
Highlights
< $25/hr
Avg Hourly Rate
2-9
Employees
Detroit, Michigan, Us
Services Provided
60% Inventory Management
40% Asset Management Services
AI Summary
“The Inventory Master provides comprehensive RFID-based inventory and asset tracking solutions, including warehouse management and automated systems, enhancing business operational efficiency.”
Ros DiMere Inc
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At our Wealth and Asset Management Firm located in the heart of Houston, we transform the practice of financial stewardship. We recognize that your wealth extends beyond mere figures on a balance sheet; it represents your dreams, goals, and the legacy you wish to create. Therefore, we focus not only
Highlights
10-49
Employees
Houston, Texas, Us
Services Provided
70% Wealth Management
30% Asset Management Services
AI Summary
“Ros DiMere Inc. is a Houston-based wealth and asset management firm dedicated to personalized financial stewardship, offering tailored strategies for individuals, families, and businesses to secure and grow their wealth.”
ALLIANCE INVESTMENTS MANAGEMENT
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Welcome to Alliance Investments Management, your reliable ally in building wealth and achieving financial success. As an investment management firm, we are dedicated to enhancing financial solutions and safeguarding your assets. We are committed to exceeding expectations for our clients, earning the
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Raleigh, North Carolina, Us
Services Provided
70% Wealth Management
30% Asset Management Services
AI Summary
“Alliance Investments Management is a dedicated investment firm focused on delivering reliable financial solutions, asset protection, and building lasting client trust for wealth growth.”

2 3 4

Buyer's guide

Hiring Asset Management Services companies

What the work covers, how to judge a partner and what drives the price.

What asset management services cover

For investment portfolios, a manager starts with an investment policy statement that sets objectives, risk tolerance, liquidity needs and restrictions. It then allocates across equities, fixed income and alternatives, selects securities or funds, rebalances and reports performance against agreed benchmarks. Assets sit with a separate qualified custodian.

Real estate asset managers act for the owner above day-to-day property management: business plans for each building, budgets, leasing strategy, capital projects, refinancing and timing of sales. Mineral and royalty managers track production, audit operator payments, negotiate leases and handle division orders.

Mandates are ongoing and usually discretionary, meaning the manager makes decisions within the policy. Some clients buy advisory-only service and keep final decisions, or hire an outsourced chief investment officer for the whole portfolio.

Chapter 1 of 3

FAQ

Asset Management Services FAQs

Short answers to what buyers ask before hiring a Asset Management Services company.

Question not covered? Ask our team

An asset management company invests and oversees assets on behalf of clients. It sets an investment policy, allocates and selects investments, rebalances and reports performance, or for real assets, plans leasing, capital work, financing and sales.

Asset managers usually charge a percentage of assets under management, or of revenue for real estate and royalties, sometimes with performance fees. Most firms listed have no minimum or a $1,000 floor, and institutional managers set floors from $25,000 to $250,000.

Asset management focuses on running investment portfolios or real assets to set objectives, often for institutions. Wealth management serves individuals and families more broadly, adding financial planning, tax, estate and retirement advice around their investments.

Check its registration and Form ADV or local equivalent, confirm fiduciary status and independent custody, review performance net of fees against a benchmark, and read the full fee schedule. Ask for references from clients with similar assets.

Real estate owners are the most common clients of the firms listed, followed by business services companies, medical organizations, entertainment businesses, automotive companies, financial firms and non-profits managing endowments or reserves.

Houston has the most asset management firms listed in this category, with the rest spread across the US and other countries. For investment mandates, location matters less than registration in your jurisdiction; real estate managers should know your markets.

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Top Asset Management Services Companies

List of the Best Asset Management Services Agencies

T

Hiring Asset Management Services companies

What asset management services cover

How to choose an asset management firm

Asset management fees and what affects them

Asset Management Services FAQs

Latest insights & expert perspectives

Software Development RFP Template (Free Download)

Fixed Price vs Time and Material vs Outcome-Based Contracts

The Era of the Directory Is Over. Here's What's Replacing It.

One Platform. One Promise. One Trust.

Top Asset Management Services Companies

List of the Best Asset Management Services Agencies

T

Hiring Asset Management Services companies

What asset management services cover

How to choose an asset management firm

Asset management fees and what affects them

Asset Management Services FAQs

What does an asset management company do?

How much do asset management services cost?

What is the difference between asset management and wealth management?

How do you check an asset management firm before hiring it?

Which industries use asset management firms?

Where are asset management firms on Edverise based?

Where buyers look next

Latest insights & expert perspectives

Software Development RFP Template (Free Download)

Fixed Price vs Time and Material vs Outcome-Based Contracts

The Era of the Directory Is Over. Here's What's Replacing It.

One Platform. One Promise. One Trust.