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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

SUMMIT FINANCIAL, LLC

Parsippany, NJ

AUM

$22.47B

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

Team

216 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLPWebsite listed

INDEPENDENT FRANCHISE PARTNERS LLP

London

AUM

$22.30B

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

Team

12 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

PRIME FINANCE ADVISOR, L.P.

San Francisco, CA

AUM

$22.22B

Licensed in CA, IL
CAIL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

91 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

EIG MANAGEMENT COMPANY, LLC

Washington, DC

AUM

$22.22B

Licensed in DC, TX
DCTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO COMPANY MANAGEMENT

Team

55 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LINCOLN INVESTMENT

Fort Washington, PA

AUM

$21.99B

Licensed in AL, AK, AR +47 states
ALAKARCACODE+44
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

874 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

NEOS INVESTMENTS

Westport, CT

AUM

$21.69B

Licensed in CT
CT
Wealth Mgmt
  • Portfolio management (investment companies)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

LONE PINE CAPITAL LLC

Greenwich, CT

AUM

$21.62B

Licensed in DE, CT
DECT
Wealth MgmtRetirement
  • Portfolio management (pooled vehicles)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

EHRENKRANZ PARTNERS L.P.

New York, NY

AUM

$21.54B

Licensed in AL, CA, CO +11 states
ALCACOILLAMD+8
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

18 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

EDGEWOOD MANAGEMENT LLC

Greenwich, CT

AUM

$21.52B

Licensed in AL, AZ, CA +38 states
ALAZCACODEGA+35
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HIMALAYA CAPITAL

Seattle, WA

AUM

$21.39B

Licensed in WA
WA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

15 advisors

Clients

—

Fees

Performance-based fees; REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP

View detailsVisit website
Advisory firmLPWebsite listed

UNIVERSA INVESTMENTS L.P.

Miami, FL

AUM

$21.35B

Licensed in MI, FL
MIFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

MSD PARTNERS, L.P.

New York, NY

AUM

$21.30B

Licensed in CO, NY, TX, FL
CONYTXFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNTS

Team

231 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CORE AND VALUE ADVISORS, LLC

San Francisco, CA

AUM

$21.18B

Licensed in CA, CO, GA, IL
CACOGAIL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • INDEPENDENT FIDUCIARY

Team

77 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

THOMPSON SIEGEL & WALMSLEY LLC

Richmond, VA

AUM

$21.15B

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

Team

31 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CERITY PARTNERS OCIO LLC

New York, NY

AUM

$21.13B

Licensed in CO, NY, TX
CONYTX
Wealth MgmtTrusts & EstatesInstitutional
  • 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 firmOther (specify)Website listed

GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED

Singapore

AUM

$21.08B

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

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

RIBBIT CAPITAL

Palo Alto, CA

AUM

$20.78B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BAKER STREET ADVISORS, LLC

San Francisco, CA

AUM

$20.77B

Licensed in AZ, CA, CO +7 states
AZCACOLAMANY+4
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

15 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MADISON DEARBORN PARTNERS

Chicago, IL

AUM

$20.74B

Based in IL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • MANAGEMENT OF PRIVATE EQUITY FUNDS

Team

53 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

CENTIVA CAPITAL, LP

New York, NY

AUM

$20.61B

Licensed in CA, CO, GA +6 states
CACOGANJNCTN+3
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

156 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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