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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

CHRISTOFFERSON, ROBB & COMPANY

New York, NY

AUM

$11.27B

Based in NY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NEW MOUNTAIN FINANCE ADVISERS, L.L.C.

New York, NY

AUM

$11.23B

Based in NY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT FOR A REIT

Team

45 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

CORBIN CAPITAL PARTNERS, L.P.

New York, NY

AUM

$11.22B

Based in NY
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

CAMDEN ASSET MANAGEMENT

Los Angeles, CA

AUM

$11.17B

Licensed in CA, DE, NY
CADENY
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GOLDEN GATE CAPITAL

San Francisco, CA

AUM

$11.16B

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

Team

50 advisors

Clients

—

Fees

Percentage of AUM; INCENTIVE ALLOCATION

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Corporate platformCorporationWebsite listed

H.A.M.L

Brisbane, Qld

AUM

$11.14B

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

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

FERMAT CAPITAL MANAGEMENT, LLC

Westport, CT

AUM

$11.14B

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

Team

15 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

STONE POINT CREDIT ADVISER LLC

Greenwich, CT

AUM

$11.13B

Licensed in NY, CT, FL
NYCTFL
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

64 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

FONDSMAEGLERSELSKABET MAJ INVEST A/S

Copenhagen K

AUM

$11.12B

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

Team

47 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PURE FINANCIAL ADVISORS, LLC

San Diego, CA

AUM

$11.05B

Licensed in AL, AK, AZ +41 states
ALAKAZARCACO+38
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

76 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ASSET PRESERVATION ADVISORS, LLC

Atlanta, GA

AUM

$11.05B

Licensed in AL, AZ, AR +37 states
ALAZARCADEGA+34
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

NICOLA WEALTH MANAGEMENT LTD.

Vancouver, CA

AUM

$11.04B

Licensed in CA, NY, WA, TX
CANYWATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

217 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NEUBERGER BERMAN ASIA LIMITED

Hong Kong

AUM

$11.01B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

CASTLE HOOK PARTNERS LP

New York, NY

AUM

$10.96B

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

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY

Singapore

AUM

$10.94B

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

Team

26 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FIFTH THIRD SECURITIES, INC.

Cincinnati, OH

AUM

$10.92B

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

Team

848 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MODERN WEALTH MANAGEMENT, LLC

Kansas City, MO

AUM

$10.90B

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

Team

102 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

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