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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

Corporate platformLLCWebsite listed

ROCKEFELLER CAPITAL MANAGEMENT

New York, NY

AUM

$36.76B

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

Team

372 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

55IP

Boston, MA

AUM

$36.74B

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

Team

85 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ASB CAPITAL MANAGEMENT LLC

Bethesda, MD

AUM

$36.68B

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

Team

33 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

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Corporate platformLLCWebsite listed

GREYSTAR INVESTMENT GROUP, LLC

Charleston, SC

AUM

$36.50B

Licensed in CA, NY, SC +2 states
CANYSCTNTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

588 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Advisory firmLLCWebsite listed

BBR PARTNERS, LLC

New York, NY

AUM

$36.49B

Licensed in AL, AZ, CA +39 states
ALAZCACODEDC+36
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

53 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

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Advisory firmLLCWebsite listed

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

St.. Louis, MO

AUM

$36.41B

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

Team

46 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformLLCWebsite listed

STONE RIDGE ASSET MANAGEMENT LLC

New York, NY

AUM

$36.34B

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

Team

47 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

GUIDESTONE CAPITAL MANAGEMENT

Dallas, TX

AUM

$36.24B

Based in TX
Wealth Mgmt
  • Portfolio management (investment companies)
  • PROVIDE ASSET ALLOCATION MODELS AND INVESTMENT RESEARCH TO AN AFFILIATED ADVISER

Team

17 advisors

Clients

—

Fees

Percentage of AUM

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Advisory firmLLCWebsite listed

VOLORIDGE

Jupiter, FL

AUM

$36.17B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

EAGLE CAPITAL MANAGEMENT LLC

New York, NY

AUM

$35.80B

Licensed in AL, AK, AZ +39 states
ALAKAZCADEDC+36
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC

New York, NY

AUM

$35.71B

Licensed in CA
CA
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

339 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NEW ENTERPRISE ASSOCIATES

Menlo Park, CA

AUM

$35.58B

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

Team

51 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

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Corporate platformLLCWebsite listed

STRATEGIC INVESTMENT MANAGEMENT, LLC

Arlington, VA

AUM

$35.51B

Licensed in VA
VA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

42 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AKSIA LLC

New York, NY

AUM

$35.20B

Licensed in CA, IL, NY
CAILNY
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

128 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GOVERNMENT PORTFOLIO ADVISORS LLC

Portland, OR

AUM

$35.09B

Licensed in CA, NV, NM +5 states
CANVNMORUTMO+2
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

FAYEZ SAROFIM & CO.

Houston, TX

AUM

$35.07B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ALIGHT FINANCIAL ADVISORS, LLC

Charlotte, NC

AUM

$35.05B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

60 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

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Advisory firmLLCWebsite listed

OCTAGON CREDIT INVESTORS, LLC

New York, NY

AUM

$35.05B

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

Team

43 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

RUSSELL INVESTMENTS

Seattle, WA

AUM

$35.03B

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

Team

126 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

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Advisory firmLLCWebsite listed

VIRTUS FIXED INCOME ADVISERS, LLC

Hartford, CT

AUM

$34.91B

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

Team

74 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SANCTUARY ADVISORS, LLC

Miami, FL

AUM

$34.88B

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

Team

396 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

RREEF AMERICA L.L.C.

Chicago, IL

AUM

$34.34B

Licensed in CA, GA, ID +7 states
CAGAIDILMDMA+4
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

132 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHSPIRE ADVISORS

New York, NY

AUM

$34.32B

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

Team

220 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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