AUM
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Based in NY
Team
—
Clients
—
Fees
Fees not disclosed
Search advisors
Filter by name, location, specialty, or legal structure. All data from public SEC filings.
General partnership structures.
67 advisers found
AUM
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Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
AUM
$4.68B
Based in CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
View detailsNo website
AUM
$217.8M
Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
View detailsNo website
AUM
$182.2M
Licensed in CA, NY, TX
CANYTX
Wealth MgmtInstitutional
- Portfolio management (institutions)
Team
10 advisors
Clients
—
Fees
Percentage of AUM
View detailsNo website
Corporate platformPartnership
SOUTHPAW ASSET MANAGEMENT, LP
AUM
$125.1M
Single-office firm
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
View detailsNo website
AUM
$34.9M
Based in TX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
1 advisors
Clients
0
Fees
Percentage of AUM
View detailsNo website
Advisory firmPartnership
M & I FINANCIAL PLANNING SERVICES
AUM
$18.6M
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
Team
2 advisors
Clients
—
Fees
Percentage of AUM
View detailsNo website
AUM
$8.0M
Based in TX
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
—
Fees
Percentage of AUM
View detailsNo website
Advisory firmPartnership
WEALTHY INTENTIONS
AUM
$1.8M
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
View detailsNo website
AUM
$960K
Based in GA
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
—
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
View detailsNo website
AUM
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Based in NY
- Selection of other advisers
Team
1 advisors
Clients
0
Fees
REFERRAL FEES
View detailsNo website
AUM
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Based in CT
- REFERRALS TO STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Team
1 advisors
Clients
—
Fees
SOLICITATION FEES
View detailsNo website
AUM
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Based in CA
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
View detailsNo website
AUM
—
Based in TX
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
View detailsNo website
Advisory firmPartnership
PORTER CAPITAL MANAGEMENT
AUM
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Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
View detailsNo website
Advisory firmPartnership
TCM STRATEGIC L.P.
AUM
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Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
View detailsNo website
AUM
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Based in MN
Team
—
Clients
—
Fees
Fees not disclosed
View detailsNo website
Advisory firmPartnership
WELINSKY AND WELINSKY CPAS
AUM
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Single-office firm
- Selection of other advisers
- NONE-SEND TO BROKER-DEALER
Team
3 advisors
Clients
0
Fees
% OF INCOME UNDER BROKER-DEALER MANAGEMENT
View detailsNo website
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