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

43,072 advisers found

Corporate platformLLCWebsite listed

DOLAN MCENIRY CAPITAL MANAGEMENT LLC

Chicago, IL

AUM

$13.76B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SAPIENT CAPITAL LLC

Indianapolis, IN

AUM

$13.76B

Licensed in AZ, CA, CO +23 states
AZCACODCGAIL+20
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

30 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TRUSTON ASSET MANAGEMENT

Seoul

AUM

$13.75B

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

Team

43 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AMERITAS ADVISORY SERVICES, LLC

Lincoln, NE

AUM

$13.75B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

366 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARISTEIA CAPITAL, LLC

Greenwich, CT

AUM

$13.73B

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

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CLEARBROOK INVESTMENT CONSULTING LLC

New York, NY

AUM

$13.72B

Licensed in RI, TX
RITX
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

6 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Advisory firmLLCWebsite listed

PINEGROVE VENTURE PARTNERS, LLC

Menlo Park, CA

AUM

$13.72B

Licensed in CA, CO, GA +6 states
CACOGANVNYUT+3
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • SINGLE INVESTOR VEHICLES

Team

19 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformLLCWebsite listed

CENTERSQUARE INVESTMENT MANAGEMENT LLC

Conshohocken, PA

AUM

$13.70B

Licensed in CA, NY, PA +2 states
CANYPAWATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

57 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MIROVA US

Boston, MA

AUM

$13.62B

Licensed in MA
MA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • MODEL DELIVERY

Team

37 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

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Advisory firmLPWebsite listed

JMI MANAGEMENT, L.P.

Baltimore, MD

AUM

$13.58B

Licensed in CA, DC, MD
CADCMD
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

44 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ANTIPODES PARTNERS LIMITED

Sydney

AUM

$13.53B

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

Team

60 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

THE RIVERSIDE COMPANY

New York, NY

AUM

$13.53B

Licensed in CA, MA, OH, TX
CAMAOHTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

108 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ALPHA ARCHITECT

Newtown Square, PA

AUM

$13.50B

Licensed in CA, LA, NY +5 states
CALANYPAPRTX+2
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PARTNERS ENTERPRISE CAPITAL LLC

Chicago, IL

AUM

$13.48B

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

Team

6 advisors

Clients

—

Fees

Performance-based fees; CLIENT IS RESPONSIBLE FOR OPERATING EXPENSES OF THE ADVISER

View detailsVisit website
Advisory firmLLCWebsite listed

KESTRA PRIVATE WEALTH SERVICES, LLC

Austin, TX

AUM

$13.45B

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

Team

211 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

THE MATHER GROUP, LLC

Chicago, IL

AUM

$13.45B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

97 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

STG PARTNERS, LLC

Menlo Park, CA

AUM

$13.43B

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

Team

87 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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