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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

THE PALISADES GROUP, LLC

Austin, TX

AUM

$27.78B

Licensed in IL, NY, TX
ILNYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AAM

Chicago, IL

AUM

$27.49B

Licensed in IL, MN
ILMN
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

30 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Tampa, FL

AUM

$27.28B

Licensed in AL, AZ, AR +33 states
ALAZARCACODE+30
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

50 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

HRTG GPE, LLC

Wilson, WY

AUM

$27.10B

Licensed in CA, WY
CAWY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; PERFORMANCE ALLOCATION OR CARRIED INTEREST

View detailsVisit website
Advisory firmLLCWebsite listed

SMARTX ADVISORY SOLUTIONS

West Palm Beach, FL

AUM

$26.99B

Licensed in FL
FL
Wealth Mgmt
  • Portfolio management (individuals)
  • Selection of other advisers
  • OCIO

Team

2 advisors

Clients

—

Fees

Percentage of AUM; OCIO SERVICES

View detailsVisit website
Advisory firmLLCWebsite listed

ARISTOTLE PACIFIC CAPITAL, LLC

Newport Beach, CA

AUM

$26.76B

Licensed in CA
CA
Wealth MgmtInstitutional
  • 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

WELLTH ADVISORY SERVICES, LLC

AZ

AUM

$26.68B

Licensed in AZ, AR, CA +42 states
AZARCACODCGA+39
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

73 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CFI PARTNERS

Chicago, IL

AUM

$26.31B

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

Team

23 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FRED ALGER MANAGEMENT, LLC

New York, NY

AUM

$26.14B

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

Team

40 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

DRIEHAUS CAPITAL MANAGEMENT LLC

Chicago, IL

AUM

$26.12B

Licensed in IL, LA, TX
ILLATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

27 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

1919 INVESTMENT COUNSEL, LLC

Baltimore, MD

AUM

$26.04B

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

Team

52 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

Boston, MA

AUM

$25.95B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
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

BLUE OWL INSURANCE SOLUTIONS

New York, NY

AUM

$25.84B

Licensed in OH, TX
OHTX
Wealth MgmtInstitutional
  • Portfolio management (institutions)
  • Selection of other advisers

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AUDAX PRIVATE DEBT

New York, NY

AUM

$25.69B

Licensed in CA, MA, NY, FL
CAMANYFL
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

80 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

STRATEGIC VALUE PARTNERS, LLC

Greenwich, CT

AUM

$25.61B

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

Team

111 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

KSL CAPITAL PARTNERS

Denver, CO

AUM

$25.61B

Licensed in CO, NY, CT
CONYCT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO COMPANY MANAGEMENT

Team

71 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

PALMER SQUARE CAPITAL MANAGEMENT LLC

Mission Woods, KS

AUM

$25.59B

Licensed in DE, KS
DEKS
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

33 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HIRTLE & CO., LLC

West Conshohocken, PA

AUM

$25.41B

Licensed in AZ, CA, CO +32 states
AZCACODEDCGA+29
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

48 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

ALKEON CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$25.29B

Licensed in NY, FL
NYFL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PLANTE MORAN FINANCIAL ADVISORS

Southfield, MI

AUM

$25.12B

Licensed in AL, AZ, CA +31 states
ALAZCACOGAIL+28
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

146 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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