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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

NEPHILA ADVISORS LLC

Nashville, TN

AUM

$12.88B

Licensed in TN
TN
Wealth Mgmt
  • NON-DISCRETIONARY SUB-ADVISORY SERVICES FOR AN AFFILIATED INVESTMENT ADVISER IN RESPECT OF ITS CLIENTS

Team

12 advisors

Clients

—

Fees

COST + 10%

View detailsVisit website
Corporate platformCorporationWebsite listed

NEPHILA CAPITAL LTD.

Hamilton

AUM

$12.88B

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CITIZENS SECURITIES, INC.

Johnston, RI

AUM

$12.87B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

454 advisors

Clients

More than 500

Fees

Percentage of AUM

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Corporate platformLLCWebsite listed

MKP CAPITAL MANAGEMENT, L.L.C.

New York, NY

AUM

$12.85B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Boston, MA

AUM

$12.84B

Licensed in AK, AZ, CA +27 states
AKAZCACODCGA+24
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

13 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PUGH CAPITAL MANAGEMENT, INC.

Seattle, WA

AUM

$12.82B

Licensed in WA
WA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ARIEL INVESTMENTS, LLC

Chicago, IL

AUM

$12.78B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FRANKLIN TEMPLETON INVESTMENTS CORP.

Toronto (Ontario)

AUM

$12.77B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT FOR FUNDS, INDIVIDUALS AND INSTITUTIONAL CLIENTS THAT ARE NOT UNITED STATES RESIDENTS

Team

28 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Advisory firmLPWebsite listed

SECOR INVESTMENT ADVISORS, LP

New York, NY

AUM

$12.76B

Licensed in NY
NY
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

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Corporate platformLLCWebsite listed

BROOKSTONE CAPITAL MANAGEMENT LLC

Wheaton, IL

AUM

$12.75B

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

320 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

DUFF & PHELPS INVESTMENT MANAGEMENT CO.

Chicago, IL

AUM

$12.75B

Licensed in DE, IL, KS +3 states
DEILKSLATXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

26 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

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Corporate platformLLPWebsite listed

LINGOTTO INVESTMENT MANAGEMENT LLP

London

AUM

$12.71B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FIRST EAGLE ALTERNATIVE CREDIT, LLC

Boston, MA

AUM

$12.56B

Licensed in IL, MA, NY +2 states
ILMANYTXCT
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

42 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

APPLETON PARTNERS, INC.

Boston, MA

AUM

$12.55B

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

Team

31 advisors

Clients

101-250

Fees

Percentage of AUM

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Corporate platformLLCWebsite listed

THE CAPROCK GROUP, LLC

Boise, ID

AUM

$12.48B

Licensed in AZ, CA, CO +11 states
AZCACOIDILMI+8
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

38 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

WILLIAMS JONES WEALTH MANAGEMENT, LLC

New York, NY

AUM

$12.47B

Licensed in AL, AZ, CA +42 states
ALAZCACODEDC+39
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

24 advisors

Clients

More than 500

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

WESTWOOD MANAGEMENT CORP

Dallas, TX

AUM

$12.46B

Licensed in AZ, CA, CO +32 states
AZCACODEDCGA+29
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

68 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PROSPERA FINANCIAL SERVICES, INC.

Dallas, TX

AUM

$12.44B

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

Team

207 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +4 more

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Advisory firmLPWebsite listed

ROYCE INVESTMENT PARTNERS

New York, NY

AUM

$12.41B

Licensed in NY, CT
NYCT
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

30 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

NEUBERGER BERMAN CANADA ULC

Toronto, Ontario

AUM

$12.39B

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

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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