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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

CALLAN FAMILY OFFICE, LLC

Radnor, PA

AUM

$10.21B

Licensed in CA, DE, GA +9 states
CADEGAMIMNNV+6
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

15 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ALGERT GLOBAL LLC

San Francisco, CA

AUM

$10.20B

Licensed in CA, NC
CANC
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SILVER CREEK ADVISORY PARTNERS LLC

Seattle, WA

AUM

$10.20B

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

Team

18 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

IDR INVESTMENT MANAGEMENT, LLC

Independence, OH

AUM

$10.19B

Licensed in OH
OH
Wealth MgmtRetirement
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

13 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ARIN RISK ADVISORS LLC

Conshohocken, PA

AUM

$10.19B

Licensed in CA, PA
CAPA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

KOPERNIK GLOBAL INVESTORS, LLC

Tampa, FL

AUM

$10.18B

Licensed in FL
FL
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CHAMPLAIN INVESTMENT PARTNERS, LLC

Burlington, VT

AUM

$10.18B

Licensed in NY, TX, VT, FL
NYTXVTFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

VALMARK ADVISERS, INC.

Akron, OH

AUM

$10.17B

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

Team

280 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SHEPHERD KAPLAN LLC

Boston, MA

AUM

$10.16B

Licensed in CA, CO, DC +7 states
CACODCMDMANY+4
Financial PlanningWealth MgmtInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

24 advisors

Clients

1-10

Fees

A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES

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Corporate platformCorporationWebsite listed

PLANMEMBER SECURITIES CORPORATION

Carpinteria, CA

AUM

$10.12B

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

Team

425 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CONRAD SIEGEL INVESTMENT ADVISORS

Harrisburg, PA

AUM

$10.12B

Licensed in CA, GA, LA +7 states
CAGALAMDNJNY+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

22 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SPROTT ASSET MANAGEMENT USA INC.

Darien, CT

AUM

$10.12B

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

Team

35 advisors

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

COURT SQUARE CAPITAL

New York, NY

AUM

$10.11B

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

Team

40 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MAN SOLUTIONS LLC

New York, NY

AUM

$10.10B

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

Team

15 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FOUNDATIONS INVESTMENT ADVISORS LLC

Phoenix, AZ

AUM

$10.10B

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

Team

289 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

SUMMITTX CAPITAL, L.P.

Fort Worth, TX

AUM

$10.10B

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

Team

43 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

OPENARC CORPORATE ADVISORY, LLC

Atlanta, GA

AUM

$10.09B

Licensed in AL, AK, AZ +47 states
ALAKAZARCACO+44
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

80 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MCQUEEN FINANCIAL ADVISORS II, INC.

Clawson, MI

AUM

$10.09B

Licensed in IL, MI, NE +2 states
ILMINENYOH
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

17 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DUPONT CAPITAL MANAGEMENT

Wilmington, DE

AUM

$10.09B

Licensed in DE
DE
Wealth MgmtRetirement
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

16 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FIDUCIARY COUNSELLING INC

St. Paul, MN

AUM

$10.06B

Licensed in CA, IL, MD +13 states
CAILMDMAMNMT+10
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

18 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CHOATE INVESTMENT ADVISORS

Boston, MA

AUM

$10.05B

Licensed in AZ, CA, CO +26 states
AZCACODEDCGA+23
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

20 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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