Falists

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

Advisory firmLLCWebsite listed

GRANTHAM MAYO VAN OTTERLOO & CO LLC

Boston, MA

AUM

$80.97B

Licensed in CA, MA
CAMA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

91 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

GALLIARD CAPITAL MANAGEMENT

Minneapolis, MN

AUM

$80.27B

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

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

KESTRA ADVISORY SERVICES, LLC

Austin, TX

AUM

$79.80B

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

Team

1359 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.

Miami Beach, FL

AUM

$79.17B

Licensed in CT, FL
CTFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • MANAGEMENT OF REAL ESTATE - RELATED ASSETS.

Team

177 advisors

Clients

—

Fees

Performance-based fees; ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS

View detailsVisit website
Corporate platformLLCWebsite listed

CRESSET ASSET MANAGEMENT, LLC

Chicago, IL

AUM

$78.94B

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

Team

187 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

METROPOLITAN WEST ASSET MANAGEMENT LLC

Los Angeles, CA

AUM

$78.52B

Licensed in CA, TX
CATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

86 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

EMPOWER CAPITAL MANAGEMENT, LLC

Greenwood Village, CO

AUM

$77.96B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

84 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PINEBRIDGE INVESTMENTS LLC

New York, NY

AUM

$76.73B

Licensed in CA, NY, PA
CANYPA
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

122 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SLC MANAGEMENT

Wellesley Hills, MA

AUM

$76.41B

Licensed in CA, LA, MA +3 states
CALAMANYWACT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

108 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALM FIRST FINANCIAL ADVISORS LLC

Dallas, TX

AUM

$76.17B

Licensed in TX
TX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Publication of periodicals

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLARION PARTNERS

New York, NY

AUM

$73.68B

Licensed in TX, FL
TXFL
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

180 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

RBC ROCHDALE, LLC

New York, NY

AUM

$72.96B

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

Team

138 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

H.I.G. CAPITAL, LLC

Miami, FL

AUM

$72.33B

Licensed in CA, GA, IL +4 states
CAGAILMANYCT+1
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

533 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WORLD INVESTMENT ADVISORS, LLC

Lincroft, NJ

AUM

$71.64B

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

Team

471 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BETTERMENT

New York, NY

AUM

$69.52B

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

Team

34 advisors

Clients

More than 500

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

STERLING CAPITAL MANAGEMENT LLC

Charlotte, NC

AUM

$69.23B

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

Team

64 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

RUSSELL INVESTMENTS

Seattle, WA

AUM

$68.60B

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

Team

115 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

BLUE OWL REAL ESTATE CAPITAL LLC

Chicago, IL

AUM

$67.88B

Licensed in DC, TX
DCTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

130 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
PreviousPage 7 of 1230Next