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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

NEW MOUNTAIN CAPITAL, LLC

New York, NY

AUM

$46.41B

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • INVESTMENT ADVISER TO PRIVATE FUNDS

Team

154 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

SILVER POINT CAPITAL, L.P.

Greenwich, CT

AUM

$46.23B

Licensed in CA, IL, NC +2 states
CAILNCPRCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

117 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC

New York, NY

AUM

$46.06B

Licensed in TX, CT, FL
TXCTFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

250 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TIDAL INVESTMENTS LLC

Milwaukee, WI

AUM

$45.83B

Licensed in NV, NY, RI +2 states
NVNYRINHFL
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

50 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

GENERAL CATALYST

Cambridge, MA

AUM

$45.50B

Licensed in CA, MA, NY
CAMANY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

68 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST

View detailsVisit website
Advisory firmLLCWebsite listed

EP WEALTH ADVISORS

Torrance, CA

AUM

$45.15B

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

Team

320 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CALAMOS ADVISORS LLC

Naperville, IL

AUM

$43.89B

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

Team

114 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

APOGEM CAPITAL LLC

New York, NY

AUM

$43.82B

Licensed in DE, IL, NY +3 states
DEILNYOHVATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

127 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NEWEDGE ADVISORS

New Orleans, LA

AUM

$43.21B

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

Team

515 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

JASPER RIDGE PARTNERS, L.P.

Fort Worth, TX

AUM

$42.95B

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

36 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PACIFIC LIFE FUND ADVISORS LLC

Newport Beach, CA

AUM

$42.81B

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

19 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

EARNEST PARTNERS, LLC

Atlanta, GA

AUM

$42.61B

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

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FRANKLIN MUTUAL ADVISERS, LLC

Short Hills, NJ

AUM

$42.59B

Based in NJ
Wealth MgmtTrusts & Estates
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

37 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

LIDO

Los Angeles, CA

AUM

$42.50B

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

Team

235 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

EQUITABLE ADVISORS, LLC

New York, NY

AUM

$42.48B

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

Team

4664 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

SUMMIT PARTNERS, L.P.

Boston, MA

AUM

$42.01B

Licensed in CA, MA, NY
CAMANY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

118 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CALLAN

San Francisco, CA

AUM

$41.94B

Licensed in AK, AZ, CA +32 states
AKAZCACODCGA+29
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

164 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

SALI FUND SERVICES

Austin, TX

AUM

$41.72B

Licensed in WA, TX
WATX
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PARNASSUS INVESTMENTS, LLC

San Francisco, CA

AUM

$41.09B

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

28 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

MORGAN STANLEY AIP GP LP

West Conshohocken, PA

AUM

$40.85B

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

Team

169 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

BRANDES INVESTMENT PARTNERS, LP

La Jolla, CA

AUM

$40.65B

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

Team

35 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MILLIMAN FINANCIAL RISK MANAGEMENT LLC

Chicago, IL

AUM

$40.33B

Licensed in IL
IL
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

135 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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