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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

THIRD POINT LLC

New York, NY

AUM

$28.73B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT FOR MANAGED ACCOUNTS

Team

68 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ATLANTA CAPITAL

Atlanta, GA

AUM

$28.64B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SAGE ADVISORY SERVICES LTD CO

Austin, TX

AUM

$28.43B

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

Team

37 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BENEFIT STREET PARTNERS L.L.C.

New York, NY

AUM

$28.32B

Licensed in CA, DE, NY +3 states
CADENYNCTXFL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

110 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AXIOM INVESTORS

Greenwich, CT

AUM

$28.06B

Licensed in TX, CT
TXCT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

29 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MORRISON US, LLC

Wellington

AUM

$27.97B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

RESEARCH AFFILIATES

Newport Beach, CA

AUM

$27.84B

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

Team

29 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

ANCHORAGE CAPITAL ADVISORS, L.P.

New York, NY

AUM

$27.83B

Licensed in DE, NY
DENY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

42 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AAM

Chicago, IL

AUM

$27.49B

Licensed in IL, MN
ILMN
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

30 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HRTG GPE, LLC

Wilson, WY

AUM

$27.10B

Licensed in CA, WY
CAWY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; PERFORMANCE ALLOCATION OR CARRIED INTEREST

View detailsVisit website
Advisory firmLLCWebsite listed

SMARTX ADVISORY SOLUTIONS

West Palm Beach, FL

AUM

$26.99B

Licensed in FL
FL
Wealth Mgmt
  • Portfolio management (individuals)
  • Selection of other advisers
  • OCIO

Team

2 advisors

Clients

—

Fees

Percentage of AUM; OCIO SERVICES

View detailsVisit website
Advisory firmLLCWebsite listed

ARISTOTLE PACIFIC CAPITAL, LLC

Newport Beach, CA

AUM

$26.76B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WELLTH ADVISORY SERVICES, LLC

AZ

AUM

$26.68B

Licensed in AZ, AR, CA +42 states
AZARCACODCGA+39
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

73 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

ALPHA WAVE GLOBAL, LP

Miami Beach, FL

AUM

$26.66B

Licensed in NY, FL
NYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • NON-DISCRETIONARY RESEARCH AND ADVISORY SERVICES TO A THIRD PARTY MANAGER IN CONNECTION WITH A SPECIFIC INVESTMENT

Team

48 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

BROWN ADVISORY LTD.

London

AUM

$26.58B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

36 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CFI PARTNERS

Chicago, IL

AUM

$26.31B

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

Team

23 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

SUMMIT ROCK ADVISORS, LP

New York, NY

AUM

$26.18B

Licensed in NY
NY
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

41 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

FRED ALGER MANAGEMENT, LLC

New York, NY

AUM

$26.14B

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

Team

40 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

1919 INVESTMENT COUNSEL, LLC

Baltimore, MD

AUM

$26.04B

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

Team

52 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

Boston, MA

AUM

$25.95B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmOther (specify)Website listed

TEMPLETON GLOBAL ADVISORS LIMITED

Nassau

AUM

$25.85B

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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