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

NB ALTERNATIVES ADVISERS LLC

Dallas, TX

AUM

$160.24B

Based in TX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

224 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MACKAY SHIELDS LLC

New York, NY

AUM

$159.52B

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

Team

73 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ONEDIGITAL

Overland Park, KS

AUM

$155.41B

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

Team

367 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

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Advisory firmOther (specify)Website listed

BOSTON MANAGEMENT AND RESEARCH

Boston, MA

AUM

$154.73B

Based in MA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

144 advisors

Clients

0

Fees

Percentage of AUM; PERCENTAGE OF PORTFOLIO INCOME

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Advisory firmOther (specify)Website listed

CANDRIAM S.C.A.

Strassen

AUM

$154.66B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

288 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NEPC, LLC

Boston, MA

AUM

$152.72B

Licensed in AZ, CA, CO +18 states
AZCACODEGAIL+15
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

132 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

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Advisory firmLLCWebsite listed

HARTFORD FUNDS

Wayne, PA

AUM

$152.07B

Licensed in CA, CO, GA +20 states
CACOGAILINLA+17
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

34 advisors

Clients

—

Fees

Percentage of AUM; FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.

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Advisory firmLPWebsite listed

BRIDGEWATER ASSOCIATES, LP

Westport, CT

AUM

$150.16B

Licensed in CA, CT
CACT
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Publication of periodicals

Team

255 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Advisory firmLLCWebsite listed

ICAPITAL ADVISORS, LLC

New York, NY

AUM

$149.86B

Licensed in NY, CT
NYCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO CONSTRUCTION ANALYSIS TOOL AND ALTERNATIVES INVESTMENT EDUCATION TOOLS

Team

46 advisors

Clients

—

Fees

Percentage of AUM · Subscription fees +1 more

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Advisory firmLLCWebsite listed

WILSHIRE

Santa Monica, CA

AUM

$149.10B

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

Team

86 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

GLOBAL INFRASTRUCTURE MANAGEMENT, LLC

New York, NY

AUM

$142.15B

Licensed in CO, LA, NY +3 states
COLANYTXCTFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

239 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NUVEEN ALTERNATIVES ADVISORS LLC

New York, NY

AUM

$142.02B

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

Team

27 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

LMR PARTNERS LLC

New York, NY

AUM

$140.11B

Licensed in TN, TX, CT
TNTXCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

66 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VERITION FUND MANAGEMENT LLC

Greenwich, CT

AUM

$139.39B

Licensed in AZ, MD, NE +8 states
AZMDNENVNYOH+5
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

520 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HAMILTON LANE

Conshohocken, PA

AUM

$138.30B

Licensed in CA, CO, NY +3 states
CACONYORPAFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

257 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

CAPULA INVESTMENT US LP

New York, NY

AUM

$137.44B

Licensed in GA, IL, MI +2 states
GAILMINYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNT

Team

51 advisors

Clients

—

Fees

FEES PAID BY CAPULA INVESTMENT MANAGEMENT LLP

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Advisory firmLPWebsite listed

RHUMBLINE ADVISERS

Boston, MA

AUM

$136.48B

Licensed in GA, LA, MA +4 states
GALAMANYTXCT+1
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmOther (specify)Website listed

RATHBONES

Liverpool, AZ

AUM

$135.09B

Licensed in AZ, CA, CO +16 states
AZCACODCGAIL+13
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

725 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GOLDMAN SACHS & CO. LLC

New York, NY

AUM

$133.64B

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

Team

1765 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +3 more

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Advisory firmOther (specify)Website listed

THRIVENT FINANCIAL FOR LUTHERANS

Minneapolis, MN

AUM

$128.73B

Licensed in DE, MN, WI
DEMNWI
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

155 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MARINER

Overland Park, KS

AUM

$125.41B

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

Team

933 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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