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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

GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC

New York, NY

AUM

$240.66B

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

Team

166 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

MANULIFE INVESTMENT MANAGEMENT (US) LLC

Boston, MA

AUM

$228.04B

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

Team

146 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SQUAREPOINT OPS LLC

New York, NY

AUM

$226.98B

Licensed in CA, CO, IL +2 states
CACOILNYTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

61 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MERCER INVESTMENTS LLC

Boston, MA

AUM

$226.04B

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

Team

662 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

SCHONFELD STRATEGIC ADVISORS LLC

New York, NY

AUM

$225.25B

Licensed in CA, IL, MA +9 states
CAILMANVNJPA+6
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • ADVISORY SERVICES TO AFFILIATED FAMILY OFFICE CLIENTS

Team

344 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

JENNISON ASSOCIATES

New York, NY

AUM

$214.84B

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

Team

66 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

COMMONWEALTH FINANCIAL NETWORK

Waltham, MA

AUM

$212.66B

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

Team

2650 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

TAULA CAPITAL MANAGEMENT (US) LLC

St. Helier, FL

AUM

$210.93B

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

Team

13 advisors

Clients

—

Fees

Performance-based fees; PASS THROUGH EXPENSES

View detailsVisit website
Advisory firmLLCWebsite listed

HIGHTOWER ADVISORS, LLC

Chicago, IL

AUM

$198.58B

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

Team

953 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

EMPOWER ADVISORY GROUP, LLC

Greenwood Village, CO

AUM

$195.43B

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

Team

6138 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

GALLAGHER FIDUCIARY ADVISORS, LLC

Rolling Meadows, IL

AUM

$194.82B

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

Team

218 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HARBOURVEST PARTNERS, LLC

Boston, MA

AUM

$191.18B

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

Team

296 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NUVEEN FUND ADVISORS, LLC

Chicago, IL

AUM

$186.25B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

25 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

WESTERN ASSET MANAGEMENT COMPANY

Pasadena, CA

AUM

$184.99B

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

Team

82 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLEARBRIDGE INVESTMENTS, LLC

New York, NY

AUM

$184.81B

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

Team

71 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLACKSTONE ISG-I ADVISORS L.L.C.

New York, NY

AUM

$183.53B

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

Team

44 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

FOCUS PARTNERS WEALTH, LLC

St.. Louis, MO

AUM

$181.86B

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

Team

1025 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

GC ADVISORS LLC

Chicago, IL

AUM

$177.85B

Licensed in CO, IL, NY +4 states
COILNYNCTXCT+1
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

274 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ACADIAN ASSET MANAGEMENT

Boston, MA

AUM

$177.46B

Licensed in MA
MA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

125 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HPS INVESTMENT PARTNERS, LLC

New York, NY

AUM

$175.72B

Licensed in CA, OH, SC +4 states
CAOHSCWYTXCT+1
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

402 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

INSIGHT INVESTMENT

New York, NY

AUM

$171.09B

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

Team

112 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GLOBAL RETIREMENT PARTNERS LLC

San Rafael, CA

AUM

$169.58B

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

Team

442 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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