Falists

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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

LEAFHOUSE FINANCIAL ADVISORS, LLC

Austin, TX

AUM

$24.09B

Licensed in AL, AK, AZ +45 states
ALAKAZARCACO+42
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP

Seattle, WA

AUM

$24.07B

Licensed in CA, DE, MD +4 states
CADEMDMANYWA+1
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • ALL SERVICES PROVIDED ARE REAL ESTATE RELATED INVESTMENT ADVISORY

Team

16 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MERIT FINANCIAL ADVISORS

Alpharetta, GA

AUM

$23.88B

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

Team

229 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

FEG

Cincinnati, OH

AUM

$23.86B

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

Team

74 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

ACCEL-KKR

Menlo Park, CA

AUM

$23.81B

Licensed in CA, GA, IL
CAGAIL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

79 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmOther (specify)Website listed

SYSTEMATICA INVESTMENTS LIMITED

St. Helier

AUM

$23.79B

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

Team

0 total employees

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HORSLEY BRIDGE PARTNERS LLC

San Francisco, CA

AUM

$23.61B

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

Team

10 advisors

Clients

—

Fees

Performance-based fees; FEE BASED ON CAPITAL COMMITMENTS OR INVESTED CAPITAL

View detailsVisit website
Advisory firmLPWebsite listed

WASATCH ADVISORS LP

Salt Lake City, UT

AUM

$23.35B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

41 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

BELLE HAVEN INVESTMENTS, L.P.

Rye Brook, NY

AUM

$23.32B

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

Team

40 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

NEW HOLLAND CAPITAL, LLC

New York, NY

AUM

$23.32B

Based in NY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

17 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARAX ADVISORY PARTNERS

Denver, CO

AUM

$23.18B

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

Team

140 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmLPWebsite listed

ENGINEERS GATE MANAGER LP

New York, NY

AUM

$23.17B

Licensed in MA, NM, NC +3 states
MANMNCTNCTFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

168 advisors

Clients

—

Fees

Performance-based fees; EXPENSE REIMBURSEMENT

View detailsVisit website
Advisory firmLLCWebsite listed

EXCHANGE TRADED CONCEPTS, LLC

Oklahoma City, OK

AUM

$22.95B

Licensed in NY, OK
NYOK
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

OA PRIVATE CAPITAL

Grand Rapids, MI

AUM

$22.95B

Licensed in MI
MI
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

26 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SEGALL BRYANT & HAMILL

Chicago, IL

AUM

$22.64B

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

Team

51 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

BENEFIT STREET PARTNERS LIMITED

London

AUM

$22.61B

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

Team

45 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MPC CAPITAL ADVISORS, LLC

Rockville Centre, NY

AUM

$22.57B

Licensed in NY, TX
NYTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SEIA

Los Angeles, CA

AUM

$22.54B

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

Team

128 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

CRESTLINE MANAGEMENT, L.P.

Fort Worth, TX

AUM

$22.51B

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

Team

113 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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