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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

BETTERMENT

New York, NY

AUM

$69.52B

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

Team

34 advisors

Clients

More than 500

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

RUSSELL INVESTMENTS

Seattle, WA

AUM

$68.60B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

115 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

BLUE OWL REAL ESTATE CAPITAL LLC

Chicago, IL

AUM

$67.88B

Licensed in DC, TX
DCTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

130 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

STONE POINT CAPITAL LLC

Greenwich, CT

AUM

$67.63B

Licensed in NY, CT, FL
NYCTFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

104 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ADAMS STREET PARTNERS, LLC

Chicago, IL

AUM

$66.49B

Licensed in CA, IL, MA +2 states
CAILMANYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

190 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLUE OWL CREDIT ADVISORS LLC

New York, NY

AUM

$64.86B

Licensed in TX, CT, FL
TXCTFL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

250 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ORION PORTFOLIO SOLUTIONS, LLC

Omaha, NE

AUM

$64.84B

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

Team

47 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

GLG PARTNERS LP

London

AUM

$64.51B

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

Team

73 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WILLIAM BLAIR & COMPANY L.L.C.

Chicago, IL

AUM

$64.28B

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

Team

231 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CVC CREDIT PARTNERS, LLC

New York, NY

AUM

$61.63B

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

Team

74 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VOYA INVESTMENTS, LLC

Scottsdale, AZ

AUM

$59.48B

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

Team

71 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

VALOR EQUITY PARTNERS

Chicago, IL

AUM

$59.32B

Licensed in CA, IL, NY +3 states
CAILNYWATXFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO COMPANY MANAGEMENT

Team

68 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BARROW HANLEY GLOBAL INVESTORS

Dallas, TX

AUM

$59.04B

Licensed in AL, AK, CA +23 states
ALAKCADCGAIL+20
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

43 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLACKSTONE PRIVATE CREDIT STRATEGIES LLC

New York, NY

AUM

$57.92B

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

Team

443 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmOther (specify)Website listed

MAN SOLUTIONS LIMITED

London

AUM

$57.51B

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

19 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC

New York, NY

AUM

$57.43B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

29 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

IEQ CAPITAL, LLC

Foster City, CA

AUM

$56.77B

Licensed in AZ, CA, CO +35 states
AZCACODEGAID+32
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

193 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

TA ASSOCIATES

Boston, MA

AUM

$55.07B

Licensed in CA, MA, TX
CAMATX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

192 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST

View detailsVisit website
Advisory firmLLCWebsite listed

BEACON POINTE ADVISORS, LLC

Newport Beach, CA

AUM

$54.87B

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

Team

440 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
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