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

ORBIMED ADVISORS LLC

New York, NY

AUM

$20.61B

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

Team

86 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

OFFIT CAPITAL

New York, NY

AUM

$20.60B

Licensed in CA, DE, DC +9 states
CADEDCILMDNJ+6
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

55 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

HARVEST PARTNERS, LP

New York, NY

AUM

$20.25B

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

Team

65 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HARRISON STREET ADVISORS, LLC

Chicago, IL

AUM

$20.18B

Licensed in DC, IL
DCIL
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

225 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MEKETA FIDUCIARY MANAGEMENT, LLC

Carlsbad, CA

AUM

$20.14B

Licensed in CA, IL, MA +2 states
CAILMANYOR
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

AUDAX PRIVATE EQUITY

Boston, MA

AUM

$20.12B

Licensed in CA, MA, FL
CAMAFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

111 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST

View detailsVisit website
Advisory firmLLCWebsite listed

PCCP, LLC

Los Angeles, CA

AUM

$20.10B

Licensed in CA, GA
CAGA
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • REAL ESTATE INVESTMENT MANAGEMENT

Team

83 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

BXMT ADVISORS L.L.C.

New York, NY

AUM

$20.00B

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

Team

134 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SUMMIT TRAIL ADVISORS, LLC

New York, NY

AUM

$19.94B

Licensed in AL, AZ, CA +34 states
ALAZCACODEDC+31
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

31 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

NEW EDGE WEALTH

Stamford, CT

AUM

$19.93B

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

Team

99 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

RWA WEALTH PARTNERS

Boston, MA

AUM

$19.80B

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

Team

63 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PARK AVENUE SECURITIES LLC

New York, NY

AUM

$19.58B

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

Team

2054 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PDT PARTNERS, LLC

New York, NY

AUM

$19.18B

Licensed in MA, NY
MANY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

96 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

CHOREO, LLC

Rockford, IL

AUM

$19.14B

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

Team

97 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

GREAT HILL PARTNERS

Boston, MA

AUM

$18.99B

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

Team

69 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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