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

43,072 advisers found

Corporate platformCorporationWebsite listed

SPRUCEGROVE INVESTMENT MANAGEMENT LTD

Toronto, Ontario

AUM

$11.53B

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

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

EVERETT HARRIS & CO

Los Angeles, CA

AUM

$11.53B

Licensed in AZ, CA, CO +16 states
AZCACOILLAMA+13
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LONGVIEW PARTNERS (GUERNSEY) LIMITED

St.. Peter Port

AUM

$11.51B

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

Team

7 employees

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

LONGVIEW PARTNERS LLP

London

AUM

$11.51B

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ANGEL OAK CAPITAL ADVISORS, LLC

Atlanta, GA

AUM

$11.49B

Licensed in CO, DE, GA, WA
CODEGAWA
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformOther (specify)Website listed

PARVUS ASSET MANAGEMENT JERSEY LIMITED

AUM

$11.47B

Single-office firm
Wealth MgmtTrusts & Estates
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNTS

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

LASALLE INVESTMENT MANAGEMENT

Chicago, IL

AUM

$11.46B

Licensed in CA, DE, IL, MD
CADEILMD
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

73 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GUINNESS GLOBAL INVESTORS

London

AUM

$11.43B

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

Team

35 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ARTEMIS REAL ESTATE PARTNERS

Chevy Chase, MD

AUM

$11.42B

Licensed in CA, GA, MD, NY
CAGAMDNY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

61 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GERBER/TAYLOR MANAGEMENT LLC

Memphis, TN

AUM

$11.42B

Licensed in TN, TX
TNTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

19 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

QRG CAPITAL MANAGEMENT, INC.

Chicago, IL

AUM

$11.41B

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

Team

12 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

FIDUCIARY MANAGEMENT, INC.

Milwaukee, WI

AUM

$11.36B

Licensed in AZ, CA, DE +19 states
AZCADEGAILIN+16
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

17 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

AB PRIVATE CREDIT INVESTORS LLC

Austin, TX

AUM

$11.36B

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VANGUARD PERSONALIZED INDEXING MANAGEMENT

Oakland, CA

AUM

$11.35B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING SERVICES, SUBADVISORY

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

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Corporate platformLLCWebsite listed

PT ASSET MANAGEMENT, LLC

Chicago, IL

AUM

$11.35B

Licensed in IL, MN, WI
ILMNWI
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

HECK CAPITAL ADVISORS, LLC

Rhinelander, WI

AUM

$11.31B

Licensed in AK, AZ, CA +22 states
AKAZCACOILIN+19
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

24 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BRIDGES INVESTMENT MANAGEMENT INC

Omaha, NE

AUM

$11.31B

Licensed in AL, AZ, CA +32 states
ALAZCACODCID+29
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

30 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PERIGON WEALTH MANAGEMENT, LLC

San Francisco, CA

AUM

$11.29B

Licensed in AL, AZ, CA +39 states
ALAZCACODEDC+36
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

92 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GUGGENHEIM CORPORATE FUNDING, LLC

New York, NY

AUM

$11.29B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • CONSULTATION/ADVISEMENT ON TRANSACTIONS/STRUCTURING PORTFOLIOS

Team

15 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

ORCHARD GLOBAL ASSET MANAGEMENT LLP

London

AUM

$11.28B

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

Team

20 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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