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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

VOYA ALTERNATIVE ASSET MANAGEMENT LLC

New York, NY

AUM

$34.01B

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

Team

46 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Cleveland, OH

AUM

$33.88B

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

Team

104 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Stamford, CT

AUM

$33.52B

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

Team

310 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

SONA ASSET MANAGEMENT (US) LLC

New York, NY

AUM

$33.49B

Licensed in NY
NY
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

31 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

D. E. SHAW INVESTMENT MANAGEMENT, L.L.C.

New York, NY

AUM

$33.37B

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

Team

45 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

THE PUTNAM ADVISORY COMPANY, LLC

Boston, MA

AUM

$33.19B

Licensed in AZ, LA, MA +4 states
AZLAMANEWATX+1
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC

Los Angeles, CA

AUM

$32.48B

Licensed in CA, CO, DE +11 states
CACODEGAILMD+8
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

245 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

JAIN GLOBAL LLC

New York, NY

AUM

$32.39B

Licensed in TX, CT
TXCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

240 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

SEQUOIA FINANCIAL GROUP, L.L.C.

Akron, OH

AUM

$32.24B

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

Team

195 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

EAGLE STRATEGIES LLC

New York, NY

AUM

$32.04B

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

Team

2463 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MAGNETAR FINANCIAL LLC

Evanston, IL

AUM

$31.99B

Licensed in TX
TX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

64 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

INVESCO MANAGED ACCOUNTS, LLC

Seattle, WA

AUM

$31.28B

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

Team

29 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

AFFINIUS CAPITAL LLC

San Antonio, TX

AUM

$31.11B

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

Team

273 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TIEDEMANN ADVISORS, LLC

New York, NY

AUM

$31.01B

Licensed in AK, CA, CO +20 states
AKCACODEDCIL+17
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

64 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

L CATTERTON

Greenwich, CT

AUM

$30.84B

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

Team

97 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PTMA INVESTMENT ADVISORS

Naperville, IL

AUM

$30.59B

Licensed in CO, IL, IA +12 states
COILIAMIMNNE+9
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

81 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

New Haven, CT

AUM

$30.51B

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

Team

233 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

PNC WEALTH MANAGEMENT

Pittsburgh, PA

AUM

$30.27B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

825 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

&PARTNERS

Nashville, TN

AUM

$30.27B

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

Team

439 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +9 more

View detailsVisit website
Advisory firmLLCWebsite listed

PSG EQUITY L.L.C.

Boston, MA

AUM

$30.18B

Licensed in MA, MO, FL
MAMOFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

154 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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