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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

STONEPEAK

New York, NY

AUM

$81.91B

Licensed in NY, VA, TX
NYVATX
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • SMA VEHICLES, PROPRIETARY VEHICLES

Team

186 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

RUSSELL INVESTMENTS

Seattle, WA

AUM

$81.09B

Licensed in NY, WA
NYWA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • EXECUTION

Team

115 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

GRANTHAM MAYO VAN OTTERLOO & CO LLC

Boston, MA

AUM

$80.97B

Licensed in CA, MA
CAMA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

91 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

CENTERBRIDGE PARTNERS, L.P.

New York, NY

AUM

$79.86B

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

Team

120 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

KESTRA ADVISORY SERVICES, LLC

Austin, TX

AUM

$79.80B

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

Team

1359 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

LEXINGTON PARTNERS L.P.

New York, NY

AUM

$79.27B

Licensed in CA, NY, FL
CANYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

165 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

BLACKSTONE PROPERTY ADVISORS L.P.

New York, NY

AUM

$77.40B

Licensed in CA
CA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

391 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PINEBRIDGE INVESTMENTS LLC

New York, NY

AUM

$76.73B

Licensed in CA, NY, PA
CANYPA
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

122 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmOther (specify)Website listed

PGIM LIMITED

London

AUM

$76.45B

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

Team

146 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SLC MANAGEMENT

Wellesley Hills, MA

AUM

$76.41B

Licensed in CA, LA, MA +3 states
CALAMANYWACT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

108 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

BAIN CAPITAL CREDIT, LP

Boston, MA

AUM

$76.30B

Licensed in MA
MA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

272 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALM FIRST FINANCIAL ADVISORS LLC

Dallas, TX

AUM

$76.17B

Licensed in TX
TX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Publication of periodicals

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLARION PARTNERS

New York, NY

AUM

$73.68B

Licensed in TX, FL
TXFL
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

180 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

RBC ROCHDALE, LLC

New York, NY

AUM

$72.96B

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

Team

138 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

H.I.G. CAPITAL, LLC

Miami, FL

AUM

$72.33B

Licensed in CA, GA, IL +4 states
CAGAILMANYCT+1
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

533 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WORLD INVESTMENT ADVISORS, LLC

Lincroft, NJ

AUM

$71.64B

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

Team

471 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

AHL PARTNERS LLP

London, TX

AUM

$70.69B

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

Team

131 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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