Falists

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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.

29,903 advisers found

Advisory firmLLCWebsite listed

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

Boston, MA

AUM

$5.69T

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

744 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

MORGAN STANLEY

Purchase, NY

AUM

$1.96T

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

13000 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +3 more

View detailsVisit website
Advisory firmLLPWebsite listed

WELLINGTON MANAGEMENT COMPANY LLP

Boston, MA

AUM

$1.43T

Licensed in AZ, CA, CO +29 states
AZCACODEDCGA+26
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

497 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

STRATEGIC ADVISERS LLC

Boston, MA

AUM

$1.37T

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

17112 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

NORTHERN TRUST INVESTMENTS, INCORPORATED

Chicago, IL

AUM

$1.25T

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

219 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

CAPTRUST

Raleigh, NC

AUM

$1.24T

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

885 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

BLACKROCK ADVISORS, LLC

New York, NY

AUM

$1.10T

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

137 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

DIMENSIONAL FUND ADVISORS LP

Austin, TX

AUM

$1.02T

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

367 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

EDWARD JONES

St.. Louis, MO

AUM

$1.01T

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

20304 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MANAGED ACCOUNT ADVISORS LLC

Jersey City, NJ

AUM

$994.99B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

25 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

LPL FINANCIAL LLC

Fort Mill, SC

AUM

$819.12B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

36280 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

ALLIANCEBERNSTEIN L.P.

Nashville, TN

AUM

$763.40B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

1616 advisors

Clients

More than 500

Fees

Percentage of AUM · Subscription fees +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

MILLENNIUM MANAGEMENT LLC

New York, NY

AUM

$720.85B

Licensed in CA, CO, GA +29 states
CACOGAILKYLA+26
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

3055 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PARAMETRIC PORTFOLIO ASSOCIATES

Seattle, WA

AUM

$684.78B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

213 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

WELLS FARGO ADVISORS

St.. Louis, MO

AUM

$671.42B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7957 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AMERIPRISE FINANCIAL SERVICES, LLC

Minneapolis, MN

AUM

$660.47B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

12681 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CITADEL ADVISORS LLC

Miami, FL

AUM

$570.62B

Licensed in CA, IL, KY +5 states
CAILKYMIWATX+2
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

1314 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Boston, MA

AUM

$502.40B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

440 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALLSPRING GLOBAL INVESTMENTS, LLC

Charlotte, NC

AUM

$475.78B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

301 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARES MANAGEMENT LLC

Los Angeles, CA

AUM

$458.82B

Licensed in CA, CO, DE +23 states
CACODEGAILIN+20
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

1550 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

TEACHERS ADVISORS, LLC

New York, NY

AUM

$436.33B

Based in NY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

296 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

J.P. MORGAN SECURITIES LLC

New York, NY

AUM

$429.69B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8479 advisors

Clients

More than 500

Fees

Percentage of AUM; FEE COMPUTED BASED ON CENTS-PER-SHARE-DEPOSITED-INTO-THE-ACCOUNT

View detailsVisit website
Advisory firmLPWebsite listed

KOHLBERG KRAVIS ROBERTS & CO. L.P.

New York, NY

AUM

$399.90B

Licensed in CA, MA, NY +2 states
CAMANYTXFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Publication of periodicals

Team

706 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NEUBERGER BERMAN INVESTMENT ADVISERS LLC

New York, NY

AUM

$398.65B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

646 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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