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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

LPL ENTERPRISE, LLC

Fort Mill, SC

AUM

$24.94B

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

Team

4492 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

W1M WEALTH MANAGEMENT LIMITED

London, CA

AUM

$24.85B

Licensed in CA, CO, DC +13 states
CACODCGAILME+10
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

99 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

DAVENPORT & COMPANY LLC

Richmond, VA

AUM

$24.70B

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

Team

228 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +4 more

View detailsVisit website
Corporate platformLLCWebsite listed

THE BAUPOST GROUP, L.L.C.

Boston, MA

AUM

$24.68B

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

Team

45 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

UNITED CAPITAL FINANCIAL ADVISORS

Irving, TX

AUM

$24.65B

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

Team

162 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

JEFFERIES FINANCE LLC

New York, NY

AUM

$24.59B

Licensed in CA, DE, MA +3 states
CADEMANJNYCT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

51 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GABELLI FUNDS, LLC

Rye, NY

AUM

$24.55B

Licensed in IL, NJ, NY
ILNJNY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

47 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MML INVESTMENT ADVISERS, LLC

Springfield, MA

AUM

$24.55B

Licensed in MA
MA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers

Team

11 advisors

Clients

—

Fees

Percentage of AUM; A PERCENTAGE OF AUM OF CIT FUNDS FOR OVERLAY ADVISORY SERVICES

View detailsVisit website
Corporate platformLLCWebsite listed

ONEAMERICA ASSET MANAGEMENT, LLC

Indianapolis, IN

AUM

$24.42B

Licensed in IN
IN
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Publication of periodicals

Team

25 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

MAKENA CAPITAL MANAGEMENT, LLC

Menlo Park, CA

AUM

$24.28B

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

Team

30 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

XPONANCE LLC

Philadelphia, PA

AUM

$24.27B

Licensed in CA, CO, GA +9 states
CACOGAILLAMD+6
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

15 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BRIDGEPOINT LLC

New York, NY

AUM

$24.18B

Licensed in CT
CT
Wealth Mgmt
  • NON-DISCRETIONARY INVESTMENT RECOMMENDATIONS TO EXEMPT REPORTING ADVISERS BELONGING TO THE SAME GROUP AS THE ADVISER.

Team

21 advisors

Clients

—

Fees

COST REIMBURSEMENT

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Advisory firmLLCWebsite listed

LEAFHOUSE FINANCIAL ADVISORS, LLC

Austin, TX

AUM

$24.09B

Licensed in AL, AK, AZ +45 states
ALAKAZARCACO+42
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

POLEN CAPITAL MANAGEMENT, LLC

Boca Raton, FL

AUM

$24.06B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MERIT FINANCIAL ADVISORS

Alpharetta, GA

AUM

$23.88B

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

Team

229 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

FEG

Cincinnati, OH

AUM

$23.86B

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

Team

74 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HORSLEY BRIDGE PARTNERS LLC

San Francisco, CA

AUM

$23.61B

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

Team

10 advisors

Clients

—

Fees

Performance-based fees; FEE BASED ON CAPITAL COMMITMENTS OR INVESTED CAPITAL

View detailsVisit website
Corporate platformLLCWebsite listed

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

Boston, MA

AUM

$23.44B

Licensed in CA, LA, MA +6 states
CALAMAMINYPA+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

24 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

OXFORD FINANCIAL GROUP, LTD

Carmel, IN

AUM

$23.33B

Licensed in AZ, CA, CO +24 states
AZCACODEDCGA+21
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

36 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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