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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

GOVERNMENT PORTFOLIO ADVISORS LLC

Portland, OR

AUM

$35.09B

Licensed in CA, NV, NM +5 states
CANVNMORUTMO+2
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FAYEZ SAROFIM & CO.

Houston, TX

AUM

$35.07B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ALIGHT FINANCIAL ADVISORS, LLC

Charlotte, NC

AUM

$35.05B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

60 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

OCTAGON CREDIT INVESTORS, LLC

New York, NY

AUM

$35.05B

Licensed in NY
NY
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

43 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

RUSSELL INVESTMENTS

Seattle, WA

AUM

$35.03B

Licensed in NY, WA
NYWA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

126 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

VIRTUS FIXED INCOME ADVISERS, LLC

Hartford, CT

AUM

$34.91B

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

Team

74 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

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Advisory firmLLCWebsite listed

SANCTUARY ADVISORS, LLC

Miami, FL

AUM

$34.88B

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

Team

396 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

RREEF AMERICA L.L.C.

Chicago, IL

AUM

$34.34B

Licensed in CA, GA, ID +7 states
CAGAIDILMDMA+4
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

132 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHSPIRE ADVISORS

New York, NY

AUM

$34.32B

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

Team

220 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

KAYNE ANDERSON CAPITAL ADVISORS, L.P.

Houston, TX

AUM

$34.11B

Licensed in CA, GA, IL +5 states
CAGAILNYWATX+2
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

142 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Cleveland, OH

AUM

$33.88B

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

Team

104 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLPWebsite listed

ALLWORTH FINANCIAL, L.P.

Folsom, CA

AUM

$33.55B

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

Team

165 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Stamford, CT

AUM

$33.52B

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

Team

310 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

ECP

Summit, NJ

AUM

$33.39B

Licensed in CA, NJ, NY, FL
CANJNYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

57 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

THE PUTNAM ADVISORY COMPANY, LLC

Boston, MA

AUM

$33.19B

Licensed in AZ, LA, MA +4 states
AZLAMANEWATX+1
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

26NORTH

New York, NY

AUM

$32.68B

Licensed in NY, FL
NYFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

83 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC

Los Angeles, CA

AUM

$32.48B

Licensed in CA, CO, DE +11 states
CACODEGAILMD+8
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

245 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

JAIN GLOBAL LLC

New York, NY

AUM

$32.39B

Licensed in TX, CT
TXCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

240 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

HARDING LOEVNER LP

Bridgewater, NJ

AUM

$32.06B

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

Team

36 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

EAGLE STRATEGIES LLC

New York, NY

AUM

$32.04B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2463 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

FIRST PACIFIC ADVISORS, LP

El Segundo, CA

AUM

$32.00B

Licensed in CA, IL, MD, OR
CAILMDOR
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

21 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MAGNETAR FINANCIAL LLC

Evanston, IL

AUM

$31.99B

Licensed in TX
TX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

64 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

GOLDMAN SACHS WEALTH SERVICES, L.P.

Cohoes, NY

AUM

$31.69B

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

Team

1134 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLPWebsite listed

BRIGADE CAPITAL UK LLP

London

AUM

$31.35B

Single-office firm
Wealth Mgmt
  • INVESTMENT ADVISORY SERVICES TO AFFILIATED ADVISER, BRIGADE CAPITAL MANAGEMENT, LP

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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