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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 firmLLPWebsite listed

HUNTERS MOON CAPITAL LLP

London, CT

AUM

$802.6M

Licensed in CT
CT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

ASTARIS CAPITAL MANAGEMENT LLP

London

AUM

$789.8M

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

NW1 PARTNERS

London, IL

AUM

$686.0M

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

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

GOODHART PARTNERS LLP

London

AUM

$683.0M

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

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

CAPEVIEW CAPITAL LLP

London

AUM

$667.6M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

DECAGON ASSET MANAGEMENT LLP

London

AUM

$659.0M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

MCGOWAN & CO LLP

Bryn Mawr, PA

AUM

$655.6M

Licensed in DE, GA, LA +7 states
DEGALAMDNJPA+4
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLPWebsite listed

MIDWEST FINANCIAL GROUP LLC

Overland Park, KS

AUM

$566.1M

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

Team

9 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

BULLDOG INVESTORS, LLP

Saddle Brook, NJ

AUM

$561.0M

Licensed in CA, CO, NJ +3 states
CACONJNYTXFL
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

GCW GLOBAL CUSTOMISED WEALTH LLP

London

AUM

$518.0M

Single-office firm
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLPWebsite listed

ESCHLER ASSET MANAGEMENT LLP

London

AUM

$497.2M

Single-office firm
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

31 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

ADVOCATES WEALTH PLANNING

Houston, TX

AUM

$448.1M

Licensed in LA, NE, TX
LANETX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLPWebsite listed

LONGWALL FAMILY OFFICE

Westport, CT

AUM

$428.2M

Licensed in IL, CT
ILCT
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLPWebsite listed

HERITAGE FAMILY OFFICES, LLP

Scottsdale, AZ

AUM

$423.3M

Licensed in AZ
AZ
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

STURGEON VENTURES LLP

London

AUM

$321.1M

Single-office firm
Wealth MgmtFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLPWebsite listed

MISSION FINANCIAL GROUP, LLC

Las Vegas, NV

AUM

$310.9M

Licensed in CA, MI, NV +5 states
CAMINVNYWATX+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

AIM CAPITAL

Scottsdale, AZ

AUM

$309.3M

Licensed in AZ, CA, TX, NH
AZCATXNH
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLPWebsite listed

HERITAGE ASSET ADVISORS LTD., LLP

LA

AUM

$306.6M

Licensed in LA, TX
LATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLPWebsite listed

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Upper Arlington, OH

AUM

$299.1M

Licensed in OH, PA, SC +2 states
OHPASCTXFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLPWebsite listed

WESTBECK CAPITAL MANAGEMENT LLP

London, England

AUM

$286.7M

Single-office firm
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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