DURABLE CAPITAL PARTNERS LP
Bethesda, MD
AUM
$17.59B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
888-909-0495
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
43,051 advisers found
GEOWEALTH MANAGEMENT LLC
Chicago, IL
AUM
$17.57B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(312) 219-9160
SEARCHLIGHT CAPITAL PARTNERS
New York, NY
AUM
$17.51B
Wealth Mgmt
Team
69 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-293-3730
PATIENT SQUARE CAPITAL, LP
Menlo Park, CA
AUM
$17.51B
Wealth Mgmt
Team
50 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 677-8100
PENSERRA CAPITAL MANAGEMENT LLC
Orinda, CA
AUM
$17.50B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-456-8850
LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP
New York, NY
AUM
$17.50B
Wealth MgmtInstitutional
Team
23 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-301-1810
AMERICAN INDUSTRIAL PARTNERS
New York, NY
AUM
$17.47B
Wealth Mgmt
Team
57 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-627-2360
ENVESTNET PORTFOLIO SOLUTIONS, INC.
Chicago, IL
AUM
$17.35B
Wealth MgmtTrusts & EstatesInstitutional
Team
178 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +2 more
312-827-2800
REDWHEEL
London
AUM
$17.32B
Wealth MgmtInstitutional
Team
51 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
44 20 7227 6000
AUM
$17.30B
Wealth MgmtRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44-20-4591-8446
EVOKE ADVISORS
Los Angeles, CA
AUM
$17.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
424-372-1776
FIERA CAPITAL INC.
New York, NY
AUM
$17.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
37 advisors
Clients
—
Fees
Percentage of AUM
212-300-1600
AUM
$17.26B
Wealth MgmtRetirementInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
852-2537-6658
CAPITAL WEALTH PLANNING, LLC
Naples, FL
AUM
$17.25B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
239-593-2100
INDEPENDENT ADVISOR ALLIANCE, LLC
Charlotte, NC
AUM
$17.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
247 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888.430.1555
KOHLBERG & COMPANY
Mount Kisco, NY
AUM
$17.15B
Wealth MgmtInstitutional
Team
60 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED
914-241-7430
BERNARD L. MADOFF INVESTMENT SECURITIES LLC
New York, NY
AUM
$17.09B
Wealth MgmtInstitutional
Team
—
Clients
—
Fees
Commissions
212-230-2424
NIOBRARA CAPITAL PARTNERS
New York, NY
AUM
$17.07B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-944-1484
MANNING & NAPIER ADVISORS, LLC
Fairport, NY
AUM
$17.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
159 advisors
Clients
More than 500
Fees
Percentage of AUM; MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES
585-325-6880
PRINCIPAL SECURITIES, INC.
Des Moines, IA
AUM
$17.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1464 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
888-774-6267
TPG REAL ESTATE ADVISORS, LLC
Fort Worth, TX
AUM
$16.97B
Wealth Mgmt
Team
48 advisors
Clients
—
Fees
Percentage of AUM; GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES
817-871-4000
AUM
$16.87B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
85 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
00 32 2 287 95 15
RAYMOND JAMES INVESTMENT MANAGEMENT
St. Petersburg, FL
AUM
$16.86B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
800-521-1195
SYMMETRY INVESTMENTS US LLC
New York, NY
AUM
$16.83B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
PLEASE REFER TO SCHEDULE D - MISCELLANEOUS
212-381-4000