Falists

Search advisors

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

Limited liability partnerships.

552 advisers found

Advisory firmLLPWebsite listed

J.M. FORBES & CO. LLP

Boston, MA

AUM

$1.67B

Licensed in CA, CO, ME +12 states
CACOMEMAMTNY+9
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTING

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLPWebsite listed

L. ROY PAPP & ASSOCIATES, LLP

Phoenix, AZ

AUM

$1.62B

Licensed in AZ, CA, CO +10 states
AZCACOGAILMI+7
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

10 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLPWebsite listed

TANAGER WEALTH MANAGEMENT

London, CA

AUM

$1.60B

Licensed in CA, IL, MA +8 states
CAILMANJNYNC+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

15 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLPWebsite listed

BRICKWOOD ASSET MANAGEMENT

London

AUM

$1.59B

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLPWebsite listed

GLADSTONE MANAGEMENT

London

AUM

$1.55B

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

OLDFIELD PARTNERS LLP

London

AUM

$1.52B

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLPWebsite listed

BOLDHAVEN MANAGEMENT

London

AUM

$1.41B

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

HERONBRIDGE

Bath

AUM

$1.35B

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLPWebsite listed

KILTEARN PARTNERS

Edinburgh

AUM

$1.27B

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

Team

8 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLPWebsite listed

VERGENT ASSET MANAGEMENT

London

AUM

$1.25B

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

WPWEALTH LLP

Fort Worth, TX

AUM

$1.17B

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

14 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

36 SOUTH CAPITAL ADVISORS LLP

London

AUM

$1.02B

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

PRYTANIA INVESTMENT ADVISORS LLP

London

AUM

$981.7M

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

EDGBASTON INVESTMENT PARTNERS

London

AUM

$969.0M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLPWebsite listed

BASEPOINT WEALTH, LLC

Cedar Rapids, IA

AUM

$883.8M

Licensed in AZ, CA, CO +11 states
AZCACOILIAKS+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

13 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
PreviousPage 4 of 23Next