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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

HB WEALTH

Atlanta, GA

AUM

$30.16B

Licensed in AL, AZ, AR +47 states
ALAZARCACODE+44
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

152 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ONEX CREDIT PARTNERS, LLC

Englewood Cliffs, NJ

AUM

$30.14B

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

Team

44 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

BTG PACTUAL ASSET MANAGEMENT US , LLC

New York, NY

AUM

$30.11B

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

Team

108 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +3 more

View detailsVisit website
Corporate platformLLCWebsite listed

GOTHAM ASSET MANAGEMENT, LLC

New York, NY

AUM

$30.03B

Licensed in DE, NJ, NY, TX
DENJNYTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WAVERLY ADVISORS, LLC

Birmingham, AL

AUM

$29.78B

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

Team

197 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ETF ARCHITECT

Newtown Square, PA

AUM

$29.74B

Licensed in PA, PR, WI
PAPRWI
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • ETF SERVICING

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

New York, NY

AUM

$29.59B

Based in NY
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

26 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

DIAMOND HILL CAPITAL MANAGEMENT INC

Columbus, OH

AUM

$29.38B

Licensed in CA, CO, IL +7 states
CACOILLANJNY+4
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

42 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CORNERSTONE PARTNERS

Charlottesville, VA

AUM

$29.35B

Licensed in DE, VA, TX
DEVATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

DBX ADVISORS LLC

New York, NY

AUM

$28.99B

Licensed in DE, NY
DENY
Wealth Mgmt
  • Portfolio management (investment companies)

Team

10 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

QUANTUM CAPITAL GROUP

Houston, TX

AUM

$28.77B

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

Team

65 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

THIRD POINT LLC

New York, NY

AUM

$28.73B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT FOR MANAGED ACCOUNTS

Team

68 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

WINSLOW CAPITAL MANAGEMENT LLC

Minneapolis, MN

AUM

$28.66B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ATLANTA CAPITAL

Atlanta, GA

AUM

$28.64B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SAGE ADVISORY SERVICES LTD CO

Austin, TX

AUM

$28.43B

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

Team

37 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

SILVERCREST ASSET MANAGEMENT GROUP LLC

New York, NY

AUM

$28.33B

Licensed in AZ, CA, CO +36 states
AZCACODEDCGA+33
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

92 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BENEFIT STREET PARTNERS L.L.C.

New York, NY

AUM

$28.32B

Licensed in CA, DE, NY +3 states
CADENYNCTXFL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

110 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AXIOM INVESTORS

Greenwich, CT

AUM

$28.06B

Licensed in TX, CT
TXCT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

29 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MORRISON US, LLC

Wellington

AUM

$27.97B

Single-office firm
Wealth MgmtRetirement
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

RESEARCH AFFILIATES

Newport Beach, CA

AUM

$27.84B

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

Team

29 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
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