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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

ROCK CREEK GROUP LLC

Washington, DC

AUM

$18.38B

Licensed in IL, OR
ILOR
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

26 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GREENOAKS

San Francisco, CA

AUM

$18.27B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SIGULER GUFF ADVISERS LLC

New York, NY

AUM

$18.26B

Licensed in MA, NY, TX, FL
MANYTXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

71 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AMG FUNDS LLC

Stamford, CT

AUM

$18.25B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

RCP ADVISORS 2, LLC

Dallas, TX

AUM

$18.21B

Licensed in IL, MD, NY
ILMDNY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

13 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

DEEP BLUE INVESTMENT ADVISORS

Tampa, FL

AUM

$18.16B

Licensed in TX, FL
TXFL
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Educational seminars

Team

9 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformLLCWebsite listed

ATLAS HOLDINGS LLC

Greenwich, CT

AUM

$18.12B

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

Team

57 advisors

Clients

—

Fees

Percentage of AUM; TRANSACTION FEES & MONITORING FEES

View detailsVisit website
Advisory firmLLCWebsite listed

TOWNSQUARE CAPITAL, LLC

Lehi, UT

AUM

$18.07B

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

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ASPIRIANT, LLC

Los Angeles, CA

AUM

$18.05B

Licensed in AZ, CA, CO +35 states
AZCACODEDCGA+32
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

105 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BOOTHBAY FUND MANAGEMENT

New York, NY

AUM

$17.99B

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

18 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MERCURY ADVISORY, LLC

San Francisco, CA

AUM

$17.94B

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

WE FAMILY OFFICES

Coral Gables, FL

AUM

$17.75B

Licensed in NY, CT, FL
NYCTFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

35 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

F/M INVESTMENTS LLC

Washington, DC

AUM

$17.74B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

46 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

AMPLIFY ETFS

Lisle, IL

AUM

$17.70B

Licensed in IL
IL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

INVESCO LOAN MANAGER, LLC

New York, NY

AUM

$17.69B

Licensed in CO, IL, NY, TX
COILNYTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

66 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MODERA WEALTH MANAGEMENT, LLC

Westwood, NJ

AUM

$17.68B

Licensed in AL, AZ, CA +40 states
ALAZCADEDCGA+37
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

106 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

MERGANSER CAPITAL MANAGEMENT, LLC

Boston, MA

AUM

$17.66B

Licensed in MA, NY, TX
MANYTX
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

11 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

GEOWEALTH MANAGEMENT LLC

Chicago, IL

AUM

$17.57B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Publication of periodicals

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

EVOKE ADVISORS

Los Angeles, CA

AUM

$17.29B

Licensed in AZ, AR, CA +35 states
AZARCACODEDC+32
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

25 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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