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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Limited liability partnerships.

552 advisers found

Advisory firmLLP

SARGASSO PARTNERS LLP

London

AUM

$220.0M

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

2 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

View detailsNo website
Advisory firmLLP

BANCARIBE CAPITAL

Miami, FL

AUM

$121.4M

Based in FL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLP

YOUR WEALTH MATTERS LLC

St.. Louis, MO

AUM

$71.0M

Based in MO
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers
  • PORTFOLIO ANALYSIS (MRI)

Team

4 advisors

Clients

Fees

Percentage of AUM; SELECTION OF OTHER ADVISERS FEES/FLAT FEE FOR PORTFOLIO MRI

View detailsNo website

AUM

$65.4M

Single-office firm
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLP

CHANAKYA CAPITAL PARTNERS IFSC LLP

Gandhinagar, Gujarat

AUM

$27.1M

Single-office firm
Institutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

3 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

View detailsNo website
Advisory firmLLP

MILLENNIUM FINANCIAL SERVICES LLP

Rockville, MD

AUM

$22.4M

Based in MD
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsNo website
Advisory firmLLP

RYAN HERITAGE, LLP

Saddle Brook, NJ

AUM

$18.8M

Based in NJ
Wealth Mgmt
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

3 advisors

Clients

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLP

L&L FINANCIAL SERVICES, LLP

Mobile, AL

AUM

$9.5M

Based in AL
Wealth Mgmt
  • Portfolio management (individuals)
  • Selection of other advisers

Team

7 advisors

Clients

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLP

PRODEO ASSET MANAGEMENT, LLP

Charlotte, NC

AUM

$4.3M

Based in NC
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

View detailsNo website
Advisory firmLLP

GROUP U, LLC

Coral Gables, FL

AUM

$2.6M

Based in FL
Wealth Mgmt
  • Portfolio management (individuals)
  • ASSET MANAGEMENT

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsNo website
Advisory firmLLP

BQEX LTD

Denver, CO

AUM

Based in CO

Team

Clients

Fees

Fees not disclosed

View detailsNo website
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