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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 firmOther (specify)Website listed

NEUBERGER BERMAN EUROPE LIMITED

London

AUM

$97.98B

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

Team

79 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FIDUCIENT ADVISORS LLC

Chicago, IL

AUM

$97.54B

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

Team

78 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

EATON VANCE MANAGEMENT

Boston, MA

AUM

$97.02B

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

Team

160 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

GCM GROSVENOR L.P.

Chicago, IL

AUM

$95.49B

Licensed in AL, DE, IL +5 states
ALDEILMANYNC+2
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

166 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NUMERIC INVESTORS LLC

Boston, MA

AUM

$94.40B

Licensed in LA, MA, TX
LAMATX
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

45 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

DOUBLELINE CAPITAL LP

Tampa, FL

AUM

$93.32B

Licensed in CA, DE, GA +13 states
CADEGAILLAMD+10
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

89 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

COATUE MANAGEMENT, L.L.C.

New York, NY

AUM

$92.71B

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

Team

68 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WELLINGTON ALTERNATIVE INVESTMENTS

Boston, MA

AUM

$92.17B

Licensed in DE, MA
DEMA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • GENERAL PARTNER, MANAGER, OR SPONSOR OF PRIVATELY OFFERED POOLED INVESTMENT VEHICLES.

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CAPSTONE INVESTMENT ADVISORS, LLC

New York, NY

AUM

$91.53B

Licensed in MD, MA, NY +2 states
MDMANYTXCT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

115 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

PANTHEON

San Francisco, CA

AUM

$87.69B

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

56 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LIGHTHOUSE INVESTMENT PARTNERS, LLC

Palm Beach Gardens, FL

AUM

$87.38B

Licensed in AZ, DE, IL +7 states
AZDEILKSMEMA+4
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

206 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PROSHARE ADVISORS LLC

Bethesda, MD

AUM

$85.30B

Licensed in MD
MD
Wealth Mgmt
  • Portfolio management (investment companies)
  • COMMODITY POOL OPERATOR

Team

35 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmOther (specify)Website listed

NATIONWIDE FUND ADVISORS

Columbus, OH

AUM

$83.14B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

GLOBAL X MANAGEMENT COMPANY LLC

New York, NY

AUM

$83.02B

Licensed in NJ, NY, FL
NJNYFL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

30 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
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