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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 firmOther (specify)Website listed

CALVERT RESEARCH AND MANAGEMENT

Washington, DC

AUM

$40.26B

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

Team

57 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

New York, NY

AUM

$40.25B

Licensed in AZ, CA, CO +16 states
AZCACOILINKY+13
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

153 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmOther (specify)Website listed

ALPINVEST PARTNERS B.V.

Amsterdam

AUM

$39.88B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

127 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PRIME CAPITAL FINANCIAL

Overland Park, KS

AUM

$39.14B

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

Team

261 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmOther (specify)Website listed

MARATHON-LONDON

London

AUM

$39.04B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

LINDEN ADVISORS LP

New York, NY

AUM

$38.78B

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

25 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHSPIRE RETIREMENT ADVISORY

Aliso Viejo, CA

AUM

$38.61B

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

Team

139 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

SILCHESTER INTERNATIONAL INVESTORS

London

AUM

$38.57B

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

12 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

INVESTURE, LLC

Charlottesville, VA

AUM

$38.52B

Licensed in VA, TX
VATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

13 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FIRST MANHATTAN CO. LLC

New York, NY

AUM

$38.09B

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

Team

51 advisors

Clients

251-500

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ADVICE AND PLANNING SERVICES

New York, NY

AUM

$37.93B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1020 advisors

Clients

More than 500

Fees

Percentage of AUM; COMPENSATION FROM AFFILIATES

View detailsVisit website
Advisory firmLLCWebsite listed

55IP

Boston, MA

AUM

$36.74B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

85 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

WOODLINE PARTNERS LP

San Francisco, CA

AUM

$36.66B

Licensed in CA, FL
CAFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

48 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BBR PARTNERS, LLC

New York, NY

AUM

$36.49B

Licensed in AL, AZ, CA +39 states
ALAZCACODEDC+36
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

53 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

St.. Louis, MO

AUM

$36.41B

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

Team

46 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

HUDSON ADVISORS

Dallas, TX

AUM

$36.39B

Licensed in NY, TX
NYTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

112 advisors

Clients

—

Fees

SEE ADV 2A, SECTION 5: FEES & COMPENSATION

View detailsVisit website
Advisory firmLLCWebsite listed

VOLORIDGE

Jupiter, FL

AUM

$36.17B

Licensed in FL
FL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

GI PARTNERS

Scottsdale, AZ

AUM

$35.74B

Licensed in AZ, CA, TX, CT
AZCATXCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

85 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC

New York, NY

AUM

$35.71B

Licensed in CA
CA
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

339 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NEW ENTERPRISE ASSOCIATES

Menlo Park, CA

AUM

$35.58B

Licensed in CA, MD, NY, FL
CAMDNYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

51 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

CASTLELAKE, L.P.

Minneapolis, MN

AUM

$35.29B

Licensed in MN, NY, UT, TX
MNNYUTTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

98 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AKSIA LLC

New York, NY

AUM

$35.20B

Licensed in CA, IL, NY
CAILNY
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

128 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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