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Limited liability partnerships.

552 advisers found

Advisory firmLLPWebsite listed

EPISTEME CAPITAL

London

AUM

$276.2M

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

METRONOME CAPITAL LLP

London, London

AUM

$250.4M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

JERICHO FINANCIAL

Westerville, OH

AUM

$220.0M

Licensed in OH, PA, SC +4 states
OHPASCTNTXNH+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

SLOCUM, GORDON & CO. LLP

Newport, RI

AUM

$219.2M

Licensed in MA, NY, RI +4 states
MANYRITXNHCT+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

GRAGG FINANCIAL

Shelby, NC

AUM

$215.4M

Licensed in NC, SC, FL
NCSCFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformLLPWebsite listed

BARRON FINANCIAL GROUP, LLP

Torrington, CT

AUM

$199.1M

Licensed in NY, SC, NH +2 states
NYSCNHCTFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

MONTERONE PARTNERS LLP

London

AUM

$195.3M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

PILE WEALTH MANAGEMENT

Indianapolis, IN

AUM

$188.7M

Licensed in IN, TX
INTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLPWebsite listed

MARTIN CAPITAL ADVISORS, LLP

San Antonio, TX

AUM

$181.9M

Licensed in CA, VA, TX
CAVATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLPWebsite listed

PEARLSTONE ALTERNATIVE (UK) LLP

London

AUM

$178.4M

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

AFG FIDUCIARY SERVICES

Hingham, MA

AUM

$166.3M

Licensed in ME, MA, TX +2 states
MEMATXNHFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

GOING CPAS AND WEALTH ADVISORS

Opelousas, LA

AUM

$160.8M

Licensed in LA, TX
LATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

8 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLPWebsite listed

SAFRAN WEALTH ADVISORS, LLC

New York, NY

AUM

$132.9M

Licensed in CA, LA, NJ +3 states
CALANJNYTXFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

10ELMS LLP

Tulsa, OK

AUM

$120.6M

Licensed in KS, MI, OK, TX
KSMIOKTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLPWebsite listed

MELLIG GROUP, LLC

The Woodlands, TX

AUM

$109.9M

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

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLPWebsite listed

INTELLIGENT INVESTMENT MANAGEMENT,LLP

Durango, CO

AUM

$104.7M

Based in CO
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; NEW CLIENT ACCEPTANCE FEE

View detailsVisit website
Advisory firmLLPWebsite listed

BLUE CHIP FINANCIAL ADVISORS, LLP

East Providence, RI

AUM

$104.1M

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

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

LPK INVESTMENT GROUP, LLP

New York, NY

AUM

$98.0M

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

18 advisors

Clients

—

Fees

Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

ISLAND FINANCIAL ADVISORS

Toms River, NJ

AUM

$80.8M

Based in NJ
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREPARATION

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLPWebsite listed

KENSINGTON AMI, LLC

Burbank, CA

AUM

$80.2M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLPWebsite listed

SLADEK & WITEK, LLP

Trumbull, CT

AUM

$78.0M

Based in CT
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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