Falists

Search advisors

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

NEW HOLLAND CAPITAL, LLC

New York, NY

AUM

$23.32B

Based in NY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

17 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

JORDAN PARK GROUP LLC

San Francisco, CA

AUM

$23.26B

Licensed in CA, IL, MA +9 states
CAILMANYTNVA+6
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

99 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARAX ADVISORY PARTNERS

Denver, CO

AUM

$23.18B

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

Team

140 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

EXCHANGE TRADED CONCEPTS, LLC

Oklahoma City, OK

AUM

$22.95B

Licensed in NY, OK
NYOK
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

OA PRIVATE CAPITAL

Grand Rapids, MI

AUM

$22.95B

Licensed in MI
MI
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

26 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

CBRE INVESTMENT MANAGEMENT

New York, NY

AUM

$22.84B

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

Team

113 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CANTILLON CAPITAL MANAGEMENT LLC

New York, NY

AUM

$22.77B

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SEGALL BRYANT & HAMILL

Chicago, IL

AUM

$22.64B

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

Team

51 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MPC CAPITAL ADVISORS, LLC

Rockville Centre, NY

AUM

$22.57B

Licensed in NY, TX
NYTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SEIA

Los Angeles, CA

AUM

$22.54B

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

Team

128 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SUMMIT FINANCIAL, LLC

Parsippany, NJ

AUM

$22.47B

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

Team

216 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

EIG MANAGEMENT COMPANY, LLC

Washington, DC

AUM

$22.22B

Licensed in DC, TX
DCTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO COMPANY MANAGEMENT

Team

55 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

WATERFALL ASSET MANAGEMENT, LLC

New York, NY

AUM

$22.04B

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

Team

55 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

VIDENT ASSET MANAGEMENT

Alpharetta, GA

AUM

$22.02B

Licensed in AL, AZ, CA +25 states
ALAZCACODEGA+22
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LINCOLN INVESTMENT

Fort Washington, PA

AUM

$21.99B

Licensed in AL, AK, AR +47 states
ALAKARCACODE+44
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

874 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

RIALTO CAPITAL MANAGEMENT, LLC

Miami, FL

AUM

$21.73B

Licensed in CA, GA, MD +3 states
CAGAMDNYNCFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

79 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NEOS INVESTMENTS

Westport, CT

AUM

$21.69B

Licensed in CT
CT
Wealth Mgmt
  • Portfolio management (investment companies)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

LONE PINE CAPITAL LLC

Greenwich, CT

AUM

$21.62B

Licensed in DE, CT
DECT
Wealth MgmtRetirement
  • Portfolio management (pooled vehicles)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

STOCKBRIDGE CAPITAL GROUP, LLC

San Francisco, CA

AUM

$21.55B

Licensed in CA, CO, GA, IL
CACOGAIL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

27 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

EDGEWOOD MANAGEMENT LLC

Greenwich, CT

AUM

$21.52B

Licensed in AL, AZ, CA +38 states
ALAZCACODEGA+35
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HIMALAYA CAPITAL

Seattle, WA

AUM

$21.39B

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

Team

15 advisors

Clients

—

Fees

Performance-based fees; REIMBURSEMENT FOR ACTUAL EXPENSES, SUBJECT TO A CAP

View detailsVisit website
PreviousPage 17 of 1230Next