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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

CAPITAL WEALTH PLANNING, LLC

Naples, FL

AUM

$17.25B

Licensed in CA, PA, RI +4 states
CAPARITXNHCT+1
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT ADVISERS

Team

6 advisors

Clients

—

Fees

Percentage of AUM

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Advisory firmLLCWebsite listed

INDEPENDENT ADVISOR ALLIANCE, LLC

Charlotte, NC

AUM

$17.23B

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

Team

247 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

KOHLBERG & COMPANY

Mount Kisco, NY

AUM

$17.15B

Licensed in CA, MA
CAMA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

60 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED

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Advisory firmLLCWebsite listed

MANNING & NAPIER ADVISORS, LLC

Fairport, NY

AUM

$17.03B

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

Team

159 advisors

Clients

More than 500

Fees

Percentage of AUM; MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES

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Advisory firmLLCWebsite listed

TPG REAL ESTATE ADVISORS, LLC

Fort Worth, TX

AUM

$16.97B

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

Team

48 advisors

Clients

—

Fees

Percentage of AUM; GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES

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Advisory firmLLCWebsite listed

KEYSTATE ADVISORY, LLC

Las Vegas, NV

AUM

$16.59B

Licensed in DE, NV
DENV
Wealth MgmtInstitutional
  • Portfolio management (institutions)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

VALLEY VIEW CONSULTING LLC

CO

AUM

$16.40B

Licensed in CO, NC, VA +2 states
CONCVATXFL
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT FOR GOVERNMENT ENTITIES

Team

8 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

ENVESTNET RETIREMENT SOLUTIONS, LLC

Chicago, IL

AUM

$16.30B

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

Team

15 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

INDEPENDENT FINANCIAL PARTNERS

Tampa, FL

AUM

$16.29B

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

Team

302 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

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Advisory firmLLCWebsite listed

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Milwaukee, WI

AUM

$16.25B

Licensed in CA, DC, IL +16 states
CADCILINKYLA+13
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

INVUS FINANCIAL ADVISORS, LLC

New York, NY

AUM

$16.21B

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • ADVISORY SERVICES FOR SEPARATELY MANAGED ACCOUNTS

Team

43 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

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Advisory firmLLCWebsite listed

GREAT LAKES ADVISORS, LLC

Chicago, IL

AUM

$16.16B

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

Team

37 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

FS/KKR ADVISOR, LLC

Philadelphia, PA

AUM

$16.10B

Licensed in CA, MA, NY, PA
CAMANYPA
Wealth Mgmt
  • Portfolio management (investment companies)

Team

192 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

50 SOUTH CAPITAL ADVISORS, LLC

Chicago, IL

AUM

$16.07B

Licensed in CA, IL, IN +2 states
CAILINNDCT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

43 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FARTHER

San Francisco, CA

AUM

$16.01B

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

Team

252 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARK INVEST

St.. Petersburg, FL

AUM

$15.98B

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

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MYCIO WEALTH PARTNERS, LLC

Philadelphia, PA

AUM

$15.78B

Licensed in AZ, CA, CO +21 states
AZCACODEDCGA+18
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

46 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WHITEBOX ADVISORS LLC

Minneapolis, MN

AUM

$15.74B

Licensed in MN, NY, TX
MNNYTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

35 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CONCURRENT INVESTMENT ADVISORS, LLC

Tampa, FL

AUM

$15.73B

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

Team

161 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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