BETTERMENT
New York, NY
AUM
$69.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
34 advisors
Clients
More than 500
Fees
Percentage of AUM
212-228-1328
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
43,051 advisers found
STERLING CAPITAL MANAGEMENT LLC
Charlotte, NC
AUM
$69.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
64 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
704-927-4175
AUM
$69.09B
Wealth MgmtInstitutional
Team
39 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44-20-7016-6450
RUSSELL INVESTMENTS
Seattle, WA
AUM
$68.60B
Wealth MgmtRetirementInstitutional
Team
115 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
206-505-7877
JOHN HANCOCK VARIABLE TRUST ADVISERS LLC
Boston, MA
AUM
$68.59B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM
617-663-3000
AUM
$68.38B
Wealth Mgmt
Team
155 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-813-4900
AUM
$68.22B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
70 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
44 20 3817 1000
BLUE OWL REAL ESTATE CAPITAL LLC
Chicago, IL
AUM
$67.88B
Wealth MgmtInstitutional
Team
130 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(212) 419-3000
CIBC PRIVATE WEALTH ADVISORS, INC.
Chicago, IL
AUM
$67.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
220 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
312-368-7700
HARBOR CAPITAL ADVISORS, INC.
Chicago, IL
AUM
$67.64B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(312) 443-4400
STONE POINT CAPITAL LLC
Greenwich, CT
AUM
$67.63B
Wealth Mgmt
Team
104 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-862-2900
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
Wilmington, DE
AUM
$66.93B
Wealth MgmtInstitutional
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
302 797 2000
WALTER SCOTT & PARTNERS LIMITED
Edinburgh, DE
AUM
$66.67B
Wealth MgmtRetirementInstitutional
Team
43 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44-131-225-1357
ADAMS STREET PARTNERS, LLC
Chicago, IL
AUM
$66.49B
Wealth MgmtInstitutional
Team
190 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-553-7890
BROOKFIELD PUBLIC SECURITIES GROUP LLC
New York, NY
AUM
$66.46B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
41 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-417-7000
TRANSAMERICA ASSET MANAGEMENT, INC.
Denver, CO
AUM
$65.94B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
720-482-1500
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Chicago, IL
AUM
$65.60B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
142 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-236-1600
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Philadelphia, PA
AUM
$65.44B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
56 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
215-609-3500
ALAN BILLER AND ASSOCIATES
Menlo Park, CA
AUM
$65.07B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
650-328-7283
BLUE OWL CREDIT ADVISORS LLC
New York, NY
AUM
$64.86B
Wealth Mgmt
Team
250 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 419-3000
ORION PORTFOLIO SOLUTIONS, LLC
Omaha, NE
AUM
$64.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
47 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
859-426-2000
GLG PARTNERS LP
London
AUM
$64.51B
Wealth MgmtInstitutional
Team
73 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
+44 20 7144 1000
WILLIAM BLAIR & COMPANY L.L.C.
Chicago, IL
AUM
$64.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
231 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
312-236-1600
BAYVIEW ASSET MANAGEMENT, LLC
Coral Gables, FL
AUM
$64.21B
Wealth MgmtInstitutional
Team
195 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
305-854-8880