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 firmLPWebsite listed

SCULPTOR CAPITAL LP

New York, NY

AUM

$52.68B

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

Team

116 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WALLEYE CAPITAL LLC

Wayzata, MN

AUM

$52.11B

Licensed in MN
MN
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

138 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VEST FINANCIAL LLC

Mclean, VA

AUM

$51.81B

Licensed in AL, AK, AZ +47 states
ALAKAZARCACO+44
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

VIRTUS INVESTMENT ADVISERS, LLC

Hartford, CT

AUM

$51.74B

Licensed in CA, DE, MA +3 states
CADEMANYTXCT
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers
  • AN EMPLOYEE OF AN AFFILIATE IS CONTRACTED W/ CNBC MEDIA AS HOST OR GUEST PROVIDING MARKET COMMENTARY.

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

BDT CAPITAL PARTNERS

Chicago, IL

AUM

$51.52B

Licensed in CO, NY, TX, FL
CONYTXFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

231 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GENSTAR CAPITAL

San Francisco, CA

AUM

$51.26B

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

Team

28 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST

View detailsVisit website
Advisory firmLLCWebsite listed

PNC CAPITAL ADVISORS LLC

Baltimore, MD

AUM

$50.88B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PROPRIETARY INVESTMENT ANALYSIS

Team

22 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CWM, LLC

Omaha, NE

AUM

$50.58B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

472 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

THRIVE CAPITAL

New York, NY

AUM

$50.49B

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

Team

33 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

HOLOCENE ADVISORS, LP

New York, NY

AUM

$50.43B

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

Team

51 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AE WEALTH MANAGEMENT, LLC

Topeka, KS

AUM

$49.84B

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

Team

448 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SAVANT WEALTH MANAGEMENT

Rockford, IL

AUM

$49.57B

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

Team

238 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GTCR LLC

Chicago, IL

AUM

$48.64B

Licensed in IL, NY, FL
ILNYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

99 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLIFFWATER LLC

Marina Del Rey, CA

AUM

$48.51B

Licensed in CA, IL, NJ, NY
CAILNJNY
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

105 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PORTFOLIO ADVISORS LLC

Darien, CT

AUM

$47.84B

Licensed in AK, AZ, AR +35 states
AKAZARCACODE+32
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

83 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHFRONT ADVISERS LLC

Palo Alto, CA

AUM

$47.73B

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

Team

24 advisors

Clients

0

Fees

Percentage of AUM; REVENUE SHARE WITH AFFILIATE - BD

View detailsVisit website
Advisory firmLLCWebsite listed

PLATINUM EQUITY ADVISORS, LLC

Beverly Hills, CA

AUM

$47.72B

Licensed in CA, MA, CT
CAMACT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

181 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ANTARES CAPITAL ADVISERS LLC

Chicago, IL

AUM

$47.39B

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

Team

240 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

FRANCISCO PARTNERS

San Francisco, CA

AUM

$47.05B

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

Team

93 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NLG CAPITAL LLC

Montpelier, VT

AUM

$46.55B

Licensed in TX, VT
TXVT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Selection of other advisers

Team

48 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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