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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

EQUITABLE ADVISORS, LLC

New York, NY

AUM

$42.48B

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

Team

4664 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

PENN MUTUAL ASSET MANAGEMENT, LLC

Conshohocken, PA

AUM

$42.29B

Licensed in DE, PA
DEPA
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

30 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CALLAN

San Francisco, CA

AUM

$41.94B

Licensed in AK, AZ, CA +32 states
AKAZCACODCGA+29
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

164 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

SALI FUND SERVICES

Austin, TX

AUM

$41.72B

Licensed in WA, TX
WATX
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PARNASSUS INVESTMENTS, LLC

San Francisco, CA

AUM

$41.09B

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

Team

28 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

ASCENSION INVESTMENT MANAGEMENT

St.. Louis, MO

AUM

$40.83B

Licensed in MO
MO
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

12 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

LOS ANGELES CAPITAL MANAGEMENT LLC

Los Angeles, CA

AUM

$40.58B

Licensed in CA, SC, TX
CASCTX
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

46 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MILLIMAN FINANCIAL RISK MANAGEMENT LLC

Chicago, IL

AUM

$40.33B

Licensed in IL
IL
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

135 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

New York, NY

AUM

$40.25B

Licensed in AZ, CA, CO +16 states
AZCACOILINKY+13
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

153 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

Los Angeles, CA

AUM

$39.36B

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

Team

47 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PRIME CAPITAL FINANCIAL

Overland Park, KS

AUM

$39.14B

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

Team

261 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformLLCWebsite listed

TCW INVESTMENT MANAGEMENT COMPANY LLC

Los Angeles, CA

AUM

$38.82B

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

Team

114 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

VOYA INVESTMENT MANAGEMENT LLC

Atlanta, GA

AUM

$38.77B

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

Team

326 advisors

Clients

0

Fees

Percentage of AUM; PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHSPIRE RETIREMENT ADVISORY

Aliso Viejo, CA

AUM

$38.61B

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

Team

139 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

INVESTURE, LLC

Charlottesville, VA

AUM

$38.52B

Licensed in VA, TX
VATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

13 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FIRST MANHATTAN CO. LLC

New York, NY

AUM

$38.09B

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

Team

51 advisors

Clients

251-500

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ADVICE AND PLANNING SERVICES

New York, NY

AUM

$37.93B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1020 advisors

Clients

More than 500

Fees

Percentage of AUM; COMPENSATION FROM AFFILIATES

View detailsVisit website
Corporate platformLLCWebsite listed

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

Dallas, TX

AUM

$37.70B

Licensed in AZ, CA, CO +22 states
AZCACOGAINKY+19
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (institutions)
  • Educational seminars
  • INVESTMENT POLICY REVIEW; PORTFOLIO REVIEW; BIDDING AGENT SRVCS AND ARBITRAGE, REBATE

Team

13 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

SAGEVIEW ADVISORY GROUP, LLC

Newport Beach, CA

AUM

$37.50B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

112 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

Los Angeles, CA

AUM

$36.93B

Licensed in CA, CO, LA +6 states
CACOLAMAMNNJ+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

32 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
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