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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

INTEGRATED WEALTH CONCEPTS LLC

Waltham, MA

AUM

$18.92B

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

Team

491 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALPINE INVESTORS

San Francisco, CA

AUM

$18.91B

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

Team

73 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BRIGHTON JONES LLC

Seattle, WA

AUM

$18.88B

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

Team

156 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

FIDELITY DIVERSIFYING SOLUTIONS LLC

Boston, MA

AUM

$18.88B

Licensed in AL, AK, CA +32 states
ALAKCADEDCGA+29
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

44 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TRANSAMERICA RETIREMENT ADVISORS, LLC

Cedar Rapids, IA

AUM

$18.83B

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

Team

173 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLACKSTONE LIQUID CREDIT STRATEGIES LLC

New York, NY

AUM

$18.79B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

408 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

STRATOS WEALTH PARTNERS, LTD

Beachwood, OH

AUM

$18.65B

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

Team

352 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmOther (specify)Website listed

PGIM LUXEMBOURG S.A.

Luxembourg

AUM

$18.63B

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

1823 PARTNERS (US) LLC

Miami, FL

AUM

$18.53B

Licensed in NY, FL
NYFL
Wealth MgmtInstitutional
  • Portfolio management (institutions)

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

AB CARVAL INVESTORS, LP

Minneapolis, MN

AUM

$18.44B

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

Team

74 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GREENOAKS

San Francisco, CA

AUM

$18.27B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

ACORE CAPITAL, LP

New York, NY

AUM

$18.27B

Licensed in CA, NY, TX, FL
CANYTXFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

70 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SIGULER GUFF ADVISERS LLC

New York, NY

AUM

$18.26B

Licensed in MA, NY, TX, FL
MANYTXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

71 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AMG FUNDS LLC

Stamford, CT

AUM

$18.25B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

RCP ADVISORS 2, LLC

Dallas, TX

AUM

$18.21B

Licensed in IL, MD, NY
ILMDNY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

13 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

DEEP BLUE INVESTMENT ADVISORS

Tampa, FL

AUM

$18.16B

Licensed in TX, FL
TXFL
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Educational seminars

Team

9 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TOWNSQUARE CAPITAL, LLC

Lehi, UT

AUM

$18.07B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ASPIRIANT, LLC

Los Angeles, CA

AUM

$18.05B

Licensed in AZ, CA, CO +35 states
AZCACODEDCGA+32
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

105 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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