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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

HAVERSTOCK CAPITAL LLP

London

AUM

$75.0M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

TORMA CAPITAL LLP

London

AUM

$62.1M

Single-office firm
Trusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

HARWOOD CAPITAL LLP

London

AUM

$58.4M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

BRIGHTSTONE ADVISORS LLP

Fishers, IN

AUM

$54.7M

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

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

ALCHEMY INVESTMENT MANAGEMENT LLP

Gandhinagar, Gujarat

AUM

$49.6M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

VALLEY OAK INVESTMENT STRATEGIES LLC

Kalamazoo, MI

AUM

$43.4M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

WEALTH MANAGEMENT CONSULTANTS, LLC

Mobile, AL

AUM

$23.3M

Based in AL
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

YOUR FAMILY MATTERS, LLP

Cordova, TN

AUM

$12.8M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLPWebsite listed

PLAN2PROSPER LLC.

Andover, NJ

AUM

$9.3M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLPWebsite listed

TACTICAL INVESTMENTS

Longboat Key, FL

AUM

$5.0M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

L & B REALTY ADVISORS, LLP

Dallas, TX

AUM

$219K

Licensed in TX
TX
Trusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

55 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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