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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

SCHWARTZ & CO.

Bloomfield Hills, MI

AUM

$10.49B

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

Team

23 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

ABS GLOBAL INVESTMENTS

Stamford, CT

AUM

$10.48B

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

Team

16 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Advisory firmLLCWebsite listed

MILL CREEK CAPITAL ADVISORS, LLC

Conshohocken, PA

AUM

$10.47B

Licensed in CA, DE, DC +11 states
CADEDCGAMDMA+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

29 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SAPPHIRE VENTURES, LLC

Austin, TX

AUM

$10.44B

Licensed in CA, TX
CATX
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

22 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CARLYLE AVIATION PDP MANAGEMENT LLC

Miami, FL

AUM

$10.40B

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

Team

25 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Corporate platformCorporationWebsite listed

PINNACLE ASSOCIATES, LTD.

New York, NY

AUM

$10.39B

Licensed in AZ, CA, DE +32 states
AZCADEGAILIN+29
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

33 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

JOHNSON WEALTH INC.

Milwaukee, WI

AUM

$10.35B

Licensed in AL, AK, AZ +42 states
ALAKAZCACODC+39
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

71 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

SHUSTER ADVISORY GROUP, LLC

Pasadena, CA

AUM

$10.32B

Licensed in CA, LA, SC +2 states
CALASCHIFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

11 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PARALLEL ADVISORS, LLC

San Francisco, CA

AUM

$10.31B

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

Team

61 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

RIDGEMONT PARTNERS MANAGEMENT, LLC

Charlotte, NC

AUM

$10.26B

Licensed in NC, TX
NCTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

61 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BARTLETT & CO. WEALTH MANAGEMENT LLC

Cincinnati, OH

AUM

$10.25B

Licensed in AL, AK, AZ +46 states
ALAKAZARCACO+43
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

34 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CARY STREET PARTNERS

Richmond, VA

AUM

$10.25B

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

Team

85 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformLPWebsite listed

TOCQUEVILLE ASSET MANAGEMENT LP

New York, NY

AUM

$10.24B

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

Team

35 advisors

Clients

251-500

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SOUND POINT LUNA LLC

New York, NY

AUM

$10.24B

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

Team

35 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmOther (specify)Website listed

CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED

Sydney, NY

AUM

$10.23B

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FRANKLIN PARK

Bala Cynwyd, PA

AUM

$10.21B

Licensed in MA
MA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

Team

29 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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