Falists

Search advisors

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

43,072 advisers found

Advisory firmLLCWebsite listed

ACORNS

Irvine, CA

AUM

$13.39B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

14 advisors

Clients

0

Fees

Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CAPITAL FUND MANAGEMENT S.A.

Paris

AUM

$13.38B

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

Team

94 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

EIGHT PARTNERS VC, LLC

Austin, TX

AUM

$13.38B

Licensed in CA, TX
CATX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

27 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

PARTHENON CAPITAL PARTNERS

San Francisco, CA

AUM

$13.35B

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

Team

36 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GAOTENG GLOBAL ASSET MANAGEMENT LIMITED

Hong Kong, Hong Kong

AUM

$13.35B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

EAGLE POINT CREDIT MANAGEMENT LLC

Greenwich, CT

AUM

$13.24B

Licensed in CT
CT
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

34 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NOVACAP MANAGEMENT INC.

Brossard, Quebec

AUM

$13.17B

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

Team

89 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ROCKPOINT

Boston, MA

AUM

$13.04B

Licensed in CA, MA, TX, FL
CAMATXFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

40 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

IMPRESA MANAGEMENT LLC

Boston, MA

AUM

$13.04B

Licensed in CA, MA
CAMA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

73 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

POST ADVISORY GROUP, LLC

Los Angeles, CA

AUM

$13.03B

Licensed in CA, LA, NE +3 states
CALANENCTXNH
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DEVENIR INVESTMENT ADVISORS, LLC

Bloomington, MN

AUM

$12.99B

Licensed in CO, MN, WA
COMNWA
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (institutions)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CHARTWELL INVESTMENT PARTNERS, LLC

Berwyn, PA

AUM

$12.97B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

VALEO FINANCIAL ADVISORS, LLC

Carmel, IN

AUM

$12.96B

Licensed in AL, AK, AZ +35 states
ALAKAZCACODC+32
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

119 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLPWebsite listed

IVY HILL ASSET MANAGEMENT, L.P.

New York, NY

AUM

$12.96B

Licensed in DE, GA, IN +2 states
DEGAINNJNY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MONTRUSCO BOLTON INVESTMENTS INC.

Montreal, Quebec, CA

AUM

$12.93B

Licensed in CA, TX
CATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

INDEPENDENT FINANCIAL GROUP, LLC

San Diego, CA

AUM

$12.93B

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

Team

476 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

GLOBAL ENDOWMENT MANAGEMENT, LP

Charlotte, NC

AUM

$12.88B

Licensed in NC
NC
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

23 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

PACIFIC ASSET MANAGEMENT

London

AUM

$12.88B

Single-office firm
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
PreviousPage 46 of 1795Next