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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

INVESCO MANAGED ACCOUNTS, LLC

Seattle, WA

AUM

$31.28B

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

Team

29 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

AFFINIUS CAPITAL LLC

San Antonio, TX

AUM

$31.11B

Licensed in CA, GA, IL +2 states
CAGAILNYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

273 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

BC PARTNERS PE L.P.

New York, NY

AUM

$31.07B

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

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TIEDEMANN ADVISORS, LLC

New York, NY

AUM

$31.01B

Licensed in AK, CA, CO +20 states
AKCACODEDCIL+17
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

64 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

L CATTERTON

Greenwich, CT

AUM

$30.84B

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

Team

97 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

TJC LP

New York, NY

AUM

$30.78B

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

Team

88 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

FUNDSMITH, LLP

London

AUM

$30.59B

Single-office firm
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

PTMA INVESTMENT ADVISORS

Naperville, IL

AUM

$30.59B

Licensed in CO, IL, IA +12 states
COILIAMIMNNE+9
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

81 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

New Haven, CT

AUM

$30.51B

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

Team

233 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

PNC WEALTH MANAGEMENT

Pittsburgh, PA

AUM

$30.27B

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

Team

825 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

&PARTNERS

Nashville, TN

AUM

$30.27B

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

Team

439 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +9 more

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Advisory firmLLCWebsite listed

PSG EQUITY L.L.C.

Boston, MA

AUM

$30.18B

Licensed in MA, MO, FL
MAMOFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

154 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HB WEALTH

Atlanta, GA

AUM

$30.16B

Licensed in AL, AZ, AR +47 states
ALAZARCACODE+44
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

152 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ONEX CREDIT PARTNERS, LLC

Englewood Cliffs, NJ

AUM

$30.14B

Licensed in NJ
NJ
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

44 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

DAVIS SELECTED ADVISERS LP

Tucson, AZ

AUM

$30.12B

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

Team

10 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

WAVERLY ADVISORS, LLC

Birmingham, AL

AUM

$29.78B

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

Team

197 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ETF ARCHITECT

Newtown Square, PA

AUM

$29.74B

Licensed in PA, PR, WI
PAPRWI
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • ETF SERVICING

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

New York, NY

AUM

$29.59B

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

Team

26 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CORNERSTONE PARTNERS

Charlottesville, VA

AUM

$29.35B

Licensed in DE, VA, TX
DEVATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

POLAR CAPITAL

London

AUM

$29.11B

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

Team

58 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

DBX ADVISORS LLC

New York, NY

AUM

$28.99B

Licensed in DE, NY
DENY
Wealth Mgmt
  • Portfolio management (investment companies)

Team

10 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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