AUM
$100.35B
Licensed in MA
MA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
59 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
Search advisors
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
AUM
$99.60B
Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
815 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
AUM
$99.12B
Single-office firm
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
1072 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$97.62B
Licensed in CA, CO, DE +11 states
CACODEGAILIN+8
Wealth MgmtInstitutional
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
411 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$97.54B
Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
78 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$96.77B
Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
- Portfolio management (individuals)
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
Team
44 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$96.38B
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
170 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$94.65B
Licensed in FL
FL
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$94.40B
Licensed in LA, MA, TX
LAMATX
Wealth MgmtRetirementInstitutional
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
45 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
AUM
$92.71B
Based in NY
Wealth MgmtInstitutional
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
68 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$92.18B
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
147 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$92.17B
Licensed in DE, MA
DEMA
Wealth MgmtInstitutional
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
- GENERAL PARTNER, MANAGER, OR SPONSOR OF PRIVATELY OFFERED POOLED INVESTMENT VEHICLES.
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$91.53B
Licensed in MD, MA, NY +2 states
MDMANYTXCT
Wealth MgmtInstitutional
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
115 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$88.80B
Licensed in IL, IA, MD, FL
ILIAMDFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
76 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$87.82B
Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
- Portfolio management (individuals)
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
Team
52 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$87.38B
Licensed in AZ, DE, IL +7 states
AZDEILKSMEMA+4
Wealth Mgmt
- Portfolio management (pooled vehicles)
- Selection of other advisers
Team
206 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
AUM
$87.35B
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
151 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
AUM
$87.30B
Licensed in CA, CO, GA +2 states
CACOGANYTX
Wealth MgmtInstitutional
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
- Selection of other advisers
Team
432 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
AUM
$85.30B
Licensed in MD
MD
Wealth Mgmt
- Portfolio management (investment companies)
- COMMODITY POOL OPERATOR
Team
35 advisors
Clients
—
Fees
Percentage of AUM
AUM
$83.02B
Licensed in NJ, NY, FL
NJNYFL
Wealth Mgmt
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
- Selection of other advisers
Team
30 advisors
Clients
0
Fees
Percentage of AUM
AUM
$82.17B
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
32 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
AUM
$81.44B
Licensed in AK, CA, DE +16 states
AKCADEILLAMA+13
Wealth MgmtTrusts & EstatesRetirementInstitutional
- Portfolio management (individuals)
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
Team
55 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$81.18B
Licensed in CA, MA, NV +2 states
CAMANVNYTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
- Portfolio management (individuals)
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
Team
145 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$81.09B
Licensed in NY, WA
NYWA
Wealth MgmtTrusts & EstatesRetirementInstitutional
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
- EXECUTION
Team
115 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +3 more