Falists

Search advisors

Filter by name, location, specialty, or legal structure. All data from public SEC filings.

43,072 advisers found

Corporate platformLLCWebsite listed

YOUSIF CAPITAL MANAGEMENT, LLC

Bloomfield Hills, MI

AUM

$14.73B

Licensed in AZ, CA, CO +13 states
AZCACOILMIMN+10
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

ATLANTA CONSULTING GROUP ADVISORS, LLC

Atlanta, GA

AUM

$14.70B

Licensed in AL, CA, CO +13 states
ALCACOGAKYLA+10
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

10 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DIGITAL BRIDGE ADVISORS, LLC

Boca Raton, FL

AUM

$14.60B

Licensed in NY, TX, FL
NYTXFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

71 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ZACKS INVESTMENT MANAGEMENT, INC.

Chicago, IL

AUM

$14.59B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

11 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

FREESTONE CAPITAL MANAGEMENT, LLC

Seattle, WA

AUM

$14.54B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

46 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PAAMCO PRISMA, LLC

Newport Beach, CA

AUM

$14.45B

Licensed in CA
CA
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

33 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CROW HOLDINGS CAPITAL

Dallas, TX

AUM

$14.45B

Licensed in NY, TX
NYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

92 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Minneapolis, MN

AUM

$14.43B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

81 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DRA ADVISORS LLC

New York, NY

AUM

$14.42B

Licensed in CA, NY, FL
CANYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

74 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PINE RIDGE ADVISERS LLC

New York, NY

AUM

$14.42B

Licensed in NY
NY
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PRINCIPAL ASSET MANAGEMENT (ASIA)

Wanchai

AUM

$14.38B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

30 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

M&G INVESTMENTS (USA) INC.

Chicago, IL

AUM

$14.32B

Licensed in CA, IL, NY
CAILNY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

21 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

KELSO & COMPANY, L.P.

New York, NY

AUM

$14.32B

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

38 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

INFRARED CAPITAL PARTNERS LIMITED

London

AUM

$14.30B

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

Team

53 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

SYCAMORE PARTNERS

New York, NY

AUM

$14.30B

Licensed in NY, FL
NYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

35 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BSP NY LLC

New York, NY

AUM

$14.24B

Licensed in DE, MA, NY, FL
DEMANYFL
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Boston, MA

AUM

$14.20B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

28 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmOther (specify)Website listed

WELLINGTON MANAGEMENT HONG KONG LIMITED

Central, Hong Kong

AUM

$14.15B

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

Team

21 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

APTUS CAPITAL ADVISORS, LLC

Fairhope, AL

AUM

$14.14B

Licensed in AL, AZ, AR +44 states
ALAZARCACODE+41
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

26 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

RTW INVESTMENTS LP

New York, NY

AUM

$14.14B

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

35 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
PreviousPage 43 of 1795Next