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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 firmLPWebsite listed

GENERAL ATLANTIC SERVICE COMPANY, L.P.

New York, NY

AUM

$125.26B

Licensed in CA, DE, NY +3 states
CADENYTXCTFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

411 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BROWN ADVISORY

Baltimore, MD

AUM

$124.31B

Licensed in AL, AZ, CA +40 states
ALAZCACODEDC+37
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

272 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GC OPAL ADVISORS LLC

Chicago, IL

AUM

$124.30B

Licensed in CO, IL, NY +5 states
COILNYNCVITX+2
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

306 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Plymouth, MN

AUM

$122.19B

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

Team

850 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

SANDERS CAPITAL, LLC

West Palm Beach, FL

AUM

$122.18B

Licensed in CO, NE, NY +2 states
CONENYTXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC

Jersey City, NJ

AUM

$121.05B

Licensed in CA, GA, NJ +4 states
CAGANJNYNCTX+1
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

248 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ICONIQ CAPITAL, LLC

San Francisco, CA

AUM

$117.53B

Licensed in CA, NY, TX, FL
CANYTXFL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

158 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

TPG ANGELO GORDON

New York, NY

AUM

$115.94B

Licensed in CA, DC, IL +3 states
CADCILNYTXFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • MANAGED ACCOUNTS

Team

389 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MML INVESTORS SERVICES, LLC

Springfield, MA

AUM

$115.64B

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

Team

4961 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PGIM QUANTITATIVE SOLUTIONS

Newark, NJ

AUM

$110.95B

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

Team

61 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HELLMAN & FRIEDMAN LLC

San Francisco, CA

AUM

$110.42B

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

Team

60 advisors

Clients

—

Fees

Percentage of AUM · CARRIED INTEREST +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PATHSTONE

Englewood, NJ

AUM

$110.30B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

365 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

JANNEY MONTGOMERY SCOTT LLC

Philadelphia, PA

AUM

$110.11B

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

Team

1614 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLPWebsite listed

HARRIS | OAKMARK

Chicago, IL

AUM

$109.48B

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

Team

43 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WARBURG PINCUS LLC

New York, NY

AUM

$108.66B

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

Team

292 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NATIXIS ADVISORS, LLC

Boston, MA

AUM

$108.65B

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

Team

48 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ANDREESSEN HOROWITZ

Menlo Park, CA

AUM

$106.48B

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

Team

88 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PRINCIPAL REAL ESTATE

Des Moines, IA

AUM

$105.65B

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

Team

310 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PTMA INVESTMENT ADVISORS

Denver, CO

AUM

$104.24B

Licensed in CA, CO, GA +7 states
CACOGALAMINY+4
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • CONSULTING

Team

81 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SIXTH STREET ADVISERS, LLC

Dallas, TX

AUM

$101.61B

Licensed in CA, IL, MA, TX
CAILMATX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

338 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

OAK HILL ADVISORS, L.P.

New York, NY

AUM

$100.72B

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

Team

113 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
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