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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Limited liability companies — the most common structure for independent RIAs.

29,502 advisers found

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 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
Advisory firmLLCWebsite listed

NEW MOUNTAIN CAPITAL, LLC

New York, NY

AUM

$46.41B

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • INVESTMENT ADVISER TO PRIVATE FUNDS

Team

154 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Advisory firmLLCWebsite listed

BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC

New York, NY

AUM

$46.06B

Licensed in TX, CT, FL
TXCTFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

250 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TIDAL INVESTMENTS LLC

Milwaukee, WI

AUM

$45.83B

Licensed in NV, NY, RI +2 states
NVNYRINHFL
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

50 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

GENERAL CATALYST

Cambridge, MA

AUM

$45.50B

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

Team

68 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST

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Advisory firmLLCWebsite listed

EP WEALTH ADVISORS

Torrance, CA

AUM

$45.15B

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

Team

320 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CIFC ASSET MANAGEMENT LLC

Miami, FL

AUM

$44.58B

Licensed in CA, GA, IL +4 states
CAGAILOHPASC+1
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • WE MANAGE COLLATERALIZED LOAN OBLIGATION FUNDS, OTHER PRIVATE FUNDS AND SEPARATELY MANAGEMENT ACCOUNTS

Team

89 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Corporate platformLLCWebsite listed

PRIVATE ADVISOR GROUP, LLC

Morristown, NJ

AUM

$44.33B

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

Team

670 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

SANDS CAPITAL MANAGEMENT, LLC

Arlington, VA

AUM

$44.30B

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

Team

66 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CALAMOS ADVISORS LLC

Naperville, IL

AUM

$43.89B

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

Team

114 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

APOGEM CAPITAL LLC

New York, NY

AUM

$43.82B

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

Team

127 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ARISTOTLE CAPITAL MANAGEMENT, LLC

Los Angeles, CA

AUM

$43.54B

Licensed in AL, AK, AZ +46 states
ALAKAZCACODE+43
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

18 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NEWEDGE ADVISORS

New Orleans, LA

AUM

$43.21B

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

Team

515 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PACIFIC LIFE FUND ADVISORS LLC

Newport Beach, CA

AUM

$42.81B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

EARNEST PARTNERS, LLC

Atlanta, GA

AUM

$42.61B

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

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FRANKLIN MUTUAL ADVISERS, LLC

Short Hills, NJ

AUM

$42.59B

Based in NJ
Wealth MgmtTrusts & Estates
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

37 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

LIDO

Los Angeles, CA

AUM

$42.50B

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

Team

235 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
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