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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

TOWNSEND HOLDINGS LLC

Cleveland, OH

AUM

$19.64B

Based in OH
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

73 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformLLCWebsite listed

ARES CAPITAL MANAGEMENT II LLC

Los Angeles, CA

AUM

$19.64B

Licensed in CA, CO, DE +13 states
CACODEGAILMD+10
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

597 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PARK AVENUE SECURITIES LLC

New York, NY

AUM

$19.58B

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

Team

2054 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PDT PARTNERS, LLC

New York, NY

AUM

$19.18B

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

Team

96 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

CHOREO, LLC

Rockford, IL

AUM

$19.14B

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

Team

97 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

KNIGHTHEAD CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$18.99B

Licensed in NY, CT, FL
NYCTFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

29 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

INTEGRATED WEALTH CONCEPTS LLC

Waltham, MA

AUM

$18.92B

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

Team

491 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALPINE INVESTORS

San Francisco, CA

AUM

$18.91B

Licensed in CA, NY, UT, TX
CANYUTTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

73 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BRIGHTON JONES LLC

Seattle, WA

AUM

$18.88B

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

Team

156 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

FIDELITY DIVERSIFYING SOLUTIONS LLC

Boston, MA

AUM

$18.88B

Licensed in AL, AK, CA +32 states
ALAKCADEDCGA+29
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

44 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CAPRICORN INVESTMENT GROUP LLC

New York, NY

AUM

$18.85B

Licensed in CA, ID, NY
CAIDNY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

TRANSAMERICA RETIREMENT ADVISORS, LLC

Cedar Rapids, IA

AUM

$18.83B

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

Team

173 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

BOYD WATTERSON ASSET MANAGEMENT, LLC

Cleveland, OH

AUM

$18.81B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
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

BLACKSTONE LIQUID CREDIT STRATEGIES LLC

New York, NY

AUM

$18.79B

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

Team

408 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

STRATOS WEALTH PARTNERS, LTD

Beachwood, OH

AUM

$18.65B

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

Team

352 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

1823 PARTNERS (US) LLC

Miami, FL

AUM

$18.53B

Licensed in NY, FL
NYFL
Wealth MgmtInstitutional
  • Portfolio management (institutions)

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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