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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

BEACON POINTE ADVISORS, LLC

Newport Beach, CA

AUM

$54.87B

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

Team

440 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

GW&K INVESTMENT MANAGEMENT, LLC

Boston, MA

AUM

$52.78B

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

Team

63 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WALLEYE CAPITAL LLC

Wayzata, MN

AUM

$52.11B

Licensed in MN
MN
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

138 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

MAI CAPITAL MANAGEMENT, LLC

Cleveland, OH

AUM

$52.10B

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

Team

230 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformLLCWebsite listed

FARALLON CAPITAL MANAGEMENT, L.L.C.

San Francisco, CA

AUM

$52.08B

Licensed in CA, DE
CADE
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

129 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

VEST FINANCIAL LLC

Mclean, VA

AUM

$51.81B

Licensed in AL, AK, AZ +47 states
ALAKAZARCACO+44
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

VIRTUS INVESTMENT ADVISERS, LLC

Hartford, CT

AUM

$51.74B

Licensed in CA, DE, MA +3 states
CADEMANYTXCT
Wealth Mgmt
  • Portfolio management (investment companies)
  • Selection of other advisers
  • AN EMPLOYEE OF AN AFFILIATE IS CONTRACTED W/ CNBC MEDIA AS HOST OR GUEST PROVIDING MARKET COMMENTARY.

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

BDT CAPITAL PARTNERS

Chicago, IL

AUM

$51.52B

Licensed in CO, NY, TX, FL
CONYTXFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

231 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GENSTAR CAPITAL

San Francisco, CA

AUM

$51.26B

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

Team

28 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST

View detailsVisit website
Advisory firmLLCWebsite listed

PNC CAPITAL ADVISORS LLC

Baltimore, MD

AUM

$50.88B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PROPRIETARY INVESTMENT ANALYSIS

Team

22 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CWM, LLC

Omaha, NE

AUM

$50.58B

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

Team

472 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

MONETA GROUP INVESTMENT ADVISORS, LLC

St.. Louis, MO

AUM

$50.54B

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

Team

239 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

THRIVE CAPITAL

New York, NY

AUM

$50.49B

Licensed in CA, NY, FL
CANYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

33 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AE WEALTH MANAGEMENT, LLC

Topeka, KS

AUM

$49.84B

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

Team

448 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SAVANT WEALTH MANAGEMENT

Rockford, IL

AUM

$49.57B

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

Team

238 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

BRIDGE INVESTMENT GROUP

Sandy, UT

AUM

$49.30B

Licensed in CA, GA, NJ +6 states
CAGANJNYNCUT+3
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT FOR JOINT VENTURES

Team

205 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

SCS CAPITAL MANAGEMENT LLC

Boston, MA

AUM

$48.65B

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

Team

99 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

GTCR LLC

Chicago, IL

AUM

$48.64B

Licensed in IL, NY, FL
ILNYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

99 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLIFFWATER LLC

Marina Del Rey, CA

AUM

$48.51B

Licensed in CA, IL, NJ, NY
CAILNJNY
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

105 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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