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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

BLUE OWL INSURANCE SOLUTIONS

New York, NY

AUM

$25.84B

Licensed in OH, TX
OHTX
Wealth MgmtInstitutional
  • Portfolio management (institutions)
  • Selection of other advisers

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AUDAX PRIVATE DEBT

New York, NY

AUM

$25.69B

Licensed in CA, MA, NY, FL
CAMANYFL
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

80 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

STRATEGIC VALUE PARTNERS, LLC

Greenwich, CT

AUM

$25.61B

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

Team

111 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

KSL CAPITAL PARTNERS

Denver, CO

AUM

$25.61B

Licensed in CO, NY, CT
CONYCT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO COMPANY MANAGEMENT

Team

71 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HIRTLE & CO., LLC

West Conshohocken, PA

AUM

$25.41B

Licensed in AZ, CA, CO +32 states
AZCACODEDCGA+29
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

48 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PLANTE MORAN FINANCIAL ADVISORS

Southfield, MI

AUM

$25.12B

Licensed in AL, AZ, CA +31 states
ALAZCACOGAIL+28
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

146 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

PEMBERTON CAPITAL ADVISORS LLP

London

AUM

$25.06B

Single-office firm
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • NON-DISCRETIONARY INVESTMENT ADVICE AS AN ADVISER

Team

100 advisors

Clients

0

Fees

FEE BASED UPON EXPENSES AND COMMITMENTS

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Advisory firmLLCWebsite listed

LPL ENTERPRISE, LLC

Fort Mill, SC

AUM

$24.94B

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

Team

4492 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

GARCIA HAMILTON & ASSOCIATES LP

Houston, TX

AUM

$24.86B

Licensed in AR, CA, DE +17 states
ARCADEGAILIN+14
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

251-500

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

W1M WEALTH MANAGEMENT LIMITED

London, CA

AUM

$24.85B

Licensed in CA, CO, DC +13 states
CACODCGAILME+10
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

99 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLPWebsite listed

FEDERATED HERMES (UK) LLP

London

AUM

$24.72B

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; COST PLUS MARGIN

View detailsVisit website
Advisory firmLLCWebsite listed

DAVENPORT & COMPANY LLC

Richmond, VA

AUM

$24.70B

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

Team

228 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +4 more

View detailsVisit website
Advisory firmLLCWebsite listed

UNITED CAPITAL FINANCIAL ADVISORS

Irving, TX

AUM

$24.65B

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

Team

162 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

JEFFERIES FINANCE LLC

New York, NY

AUM

$24.59B

Licensed in CA, DE, MA +3 states
CADEMANJNYCT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

51 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GABELLI FUNDS, LLC

Rye, NY

AUM

$24.55B

Licensed in IL, NJ, NY
ILNJNY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

47 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MML INVESTMENT ADVISERS, LLC

Springfield, MA

AUM

$24.55B

Licensed in MA
MA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers

Team

11 advisors

Clients

—

Fees

Percentage of AUM; A PERCENTAGE OF AUM OF CIT FUNDS FOR OVERLAY ADVISORY SERVICES

View detailsVisit website
Advisory firmOther (specify)Website listed

DWS ALTERNATIVES GLOBAL LIMITED

London

AUM

$24.51B

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

Team

89 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

PGIM PRIVATE PLACEMENT INVESTORS, L.P.

Newark, NJ

AUM

$24.44B

Licensed in CO, IL, LA +5 states
COILLANENJNY+2
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

290 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

XPONANCE LLC

Philadelphia, PA

AUM

$24.27B

Licensed in CA, CO, GA +9 states
CACOGAILLAMD+6
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

15 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

RUFFER LLP

London

AUM

$24.20B

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

Team

42 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

BRIDGEPOINT LLC

New York, NY

AUM

$24.18B

Licensed in CT
CT
Wealth Mgmt
  • NON-DISCRETIONARY INVESTMENT RECOMMENDATIONS TO EXEMPT REPORTING ADVISERS BELONGING TO THE SAME GROUP AS THE ADVISER.

Team

21 advisors

Clients

—

Fees

COST REIMBURSEMENT

View detailsVisit website
Advisory firmLPWebsite listed

BGO US REAL ESTATE LP

New York, NY

AUM

$24.12B

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

Team

32 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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