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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

CORIENT

Miami, IL

AUM

$165.25B

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

Team

620 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

GQG PARTNERS

Fort Lauderdale, FL

AUM

$163.86B

Licensed in NY, WA, FL
NYWAFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CERITY PARTNERS LLC

New York, NY

AUM

$161.68B

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

Team

1102 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

NB ALTERNATIVES ADVISERS LLC

Dallas, TX

AUM

$160.24B

Based in TX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

224 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MACKAY SHIELDS LLC

New York, NY

AUM

$159.52B

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

Team

73 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ONEDIGITAL

Overland Park, KS

AUM

$155.41B

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

Team

367 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

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Advisory firmLLCWebsite listed

NEPC, LLC

Boston, MA

AUM

$152.72B

Licensed in AZ, CA, CO +18 states
AZCACODEGAIL+15
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

132 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

APERIO GROUP, LLC

Sausalito, CA

AUM

$152.13B

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

Team

88 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

HARTFORD FUNDS

Wayne, PA

AUM

$152.07B

Licensed in CA, CO, GA +20 states
CACOGAILINLA+17
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

34 advisors

Clients

—

Fees

Percentage of AUM; FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.

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Advisory firmLLCWebsite listed

ICAPITAL ADVISORS, LLC

New York, NY

AUM

$149.86B

Licensed in NY, CT
NYCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO CONSTRUCTION ANALYSIS TOOL AND ALTERNATIVES INVESTMENT EDUCATION TOOLS

Team

46 advisors

Clients

—

Fees

Percentage of AUM · Subscription fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

MARINER INVESTMENT GROUP, LLC

New York, NY

AUM

$149.62B

Licensed in MD, NJ, NY, CT
MDNJNYCT
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

91 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WILSHIRE

Santa Monica, CA

AUM

$149.10B

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

Team

86 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

GLOBAL INFRASTRUCTURE MANAGEMENT, LLC

New York, NY

AUM

$142.15B

Licensed in CO, LA, NY +3 states
COLANYTXCTFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

239 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NUVEEN ALTERNATIVES ADVISORS LLC

New York, NY

AUM

$142.02B

Based in NY
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

27 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

LMR PARTNERS LLC

New York, NY

AUM

$140.11B

Licensed in TN, TX, CT
TNTXCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

66 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VERITION FUND MANAGEMENT LLC

Greenwich, CT

AUM

$139.39B

Licensed in AZ, MD, NE +8 states
AZMDNENVNYOH+5
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

520 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HAMILTON LANE

Conshohocken, PA

AUM

$138.30B

Licensed in CA, CO, NY +3 states
CACONYORPAFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

257 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

New York, NY

AUM

$136.48B

Licensed in AZ, CA, IL +2 states
AZCAILNYTX
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

46 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GOLDMAN SACHS & CO. LLC

New York, NY

AUM

$133.64B

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

Team

1765 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +3 more

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Advisory firmLLCWebsite listed

MARINER

Overland Park, KS

AUM

$125.41B

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

Team

933 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BROWN ADVISORY

Baltimore, MD

AUM

$124.31B

Licensed in AL, AZ, CA +40 states
ALAZCACODEDC+37
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

272 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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