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

43,072 advisers found

Advisory firmLLCWebsite listed

OAKTREE FUND ADVISORS, LLC

Los Angeles, CA

AUM

$14.10B

Licensed in TX
TX
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

225 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

MERITAGE GROUP LP

San Francisco, CA

AUM

$14.09B

Licensed in CA, TX, CT
CATXCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

27 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

New York, NY

AUM

$14.09B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

39 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PRIME BUCHHOLZ LLC

Portsmouth, NH

AUM

$14.07B

Licensed in DC, GA, MA +5 states
DCGAMANYTXNH+2
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

Team

69 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Advisory firmLLCWebsite listed

CIRCLE WEALTH MANAGEMENT, LLC

Summit, NJ

AUM

$14.07B

Licensed in AZ, CA, IL +9 states
AZCAILMANJNY+6
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

11 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

VARAGON CAPITAL PARTNERS, L.P.

New York, NY

AUM

$13.99B

Licensed in CA, IL, MA +2 states
CAILMANYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

45 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLPWebsite listed

THE VISTRIA GROUP, LP

Chicago, IL

AUM

$13.99B

Licensed in IL, TX
ILTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

64 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NAUTIC PARTNERS, LLC

Providence, RI

AUM

$13.97B

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

Team

45 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BRANDYWINE MANAGERS, LLC

Hockessin, DE

AUM

$13.97B

Licensed in DE
DE
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LINDEN CAPITAL PARTNERS

Chicago, IL

AUM

$13.95B

Licensed in IL
IL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO COMPANY MANAGEMENT

Team

47 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

COLDSTREAM WEALTH MANAGEMENT

Bellevue, WA

AUM

$13.93B

Licensed in AK, AZ, CA +31 states
AKAZCACODEDC+28
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

166 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ULLICO INVESTMENT ADVISORS, INC.

Silver Spring, MD

AUM

$13.92B

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

Team

58 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

MISSION WEALTH MANAGEMENT, LP

Santa Barbara, CA

AUM

$13.91B

Licensed in AK, AZ, CA +40 states
AKAZCACODCGA+37
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

117 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CONCENTRIC

Walnut Creek, CA

AUM

$13.91B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS

Team

16 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

DYNASTY WEALTH MANAGEMENT, LLC

St.. Petersburg, FL

AUM

$13.88B

Licensed in AL, CA, GA +20 states
ALCAGAILKSKY+17
Wealth MgmtInstitutional
  • Portfolio management (institutions)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LIBREMAX CAPITAL, LLC

New York, NY

AUM

$13.87B

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

Team

44 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CAPACUITY LLC

Lake Mary, FL

AUM

$13.87B

Licensed in AL, AK, AZ +45 states
ALAKAZARCACO+42
Wealth MgmtInstitutional
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

Team

11 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MADISON INVESTMENT ADVISORS, LLC

Madison, WI

AUM

$13.84B

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

Team

44 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

GRESHAM PARTNERS, LLC

Chicago, IL

AUM

$13.80B

Licensed in CA, IL, LA +5 states
CAILLAMINYTX+2
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

26 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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