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

WHITEBOX ADVISORS LLC

Minneapolis, MN

AUM

$15.74B

Licensed in MN, NY, TX
MNNYTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

35 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

OEP CAPITAL ADVISORS, L.P.

New York, NY

AUM

$15.73B

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

Team

54 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CONCURRENT INVESTMENT ADVISORS, LLC

Tampa, FL

AUM

$15.73B

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

Team

161 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

STANHOPE CAPITAL, LLP

London

AUM

$15.70B

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

Team

41 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CITIZENS PRIVATE WEALTH

Tarrytown, NY

AUM

$15.54B

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

Team

204 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

EVERCORE WEALTH MANAGEMENT, LLC

New York, NY

AUM

$15.52B

Licensed in AL, AZ, CA +38 states
ALAZCACODEDC+35
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

68 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

OSAIC ADVISORY SERVICES, LLC

Atlanta, GA

AUM

$15.48B

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

Team

344 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

INTECH

West Palm Beach, FL

AUM

$15.47B

Licensed in NY, TX, FL
NYTXFL
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

11 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AEA QP ADVISERS LLC

New York, NY

AUM

$15.46B

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

Team

112 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

BANNER RIDGE PARTNERS

New York, NY

AUM

$15.32B

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Pension consulting

Team

19 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BALLENTINE PARTNERS

Waltham, MA

AUM

$15.32B

Licensed in AZ, CA, CO +27 states
AZCACODCGAID+24
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

87 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

CW ADVISORS, LLC

Boston, MA

AUM

$15.22B

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

Team

89 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

BLACKSTONE IRELAND LIMITED

Dublin 2

AUM

$15.19B

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

Team

408 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

POMONA CAPITAL

New York, NY

AUM

$15.16B

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT FOR PRIVATE EQUITY SECONDARIES FUNDS-OF-FUNDS, PRIMARY FUNDS-OF-FUNDS AND SECONDARY CO-INVESTMENT FUNDS

Team

18 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ONEPOINT BFG WEALTH PARTNERS

Parsippany, NJ

AUM

$15.13B

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

Team

104 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CV ADVISORS LLC

Aventura, FL

AUM

$15.08B

Licensed in LA, TX, FL
LATXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

23 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SIT FIXED INCOME ADVISORS II, LLC

Minneapolis, MN

AUM

$14.97B

Licensed in AR, CA, IL +5 states
ARCAILMNNYNC+2
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

35 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GIGAFUND

TX

AUM

$14.97B

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ABRY PARTNERS II, LLC

Boston, MA

AUM

$14.90B

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

THE LONDON COMPANY OF VIRGINIA

Richmond, VA

AUM

$14.89B

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

Team

15 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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