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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

HANTZ FINANCIAL SERVICES, INC.

Southfield, MI

AUM

$10.00B

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

Team

333 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLPWebsite listed

BAIN CAPITAL REAL ESTATE, LP

Boston, MA

AUM

$10.00B

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

Team

66 advisors

Clients

—

Fees

Percentage of AUM; PROFITS ALLOCATION

View detailsVisit website
Corporate platformCorporationWebsite listed

MEKETA INVESTMENT GROUP INC

Westwood, MA

AUM

$9.99B

Licensed in CA, CO, IL +7 states
CACOILLAMANY+4
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting

Team

118 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BMO FAMILY OFFICE, LLC

Chicago, IL

AUM

$9.99B

Licensed in CA, CO, IL +6 states
CACOILMANYOR+3
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

75 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmOther (specify)Website listed

NORTHCAPE CAPITAL

Sydney, New South Wales

AUM

$9.96B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AXONIC CAPITAL LLC

New York, NY

AUM

$9.96B

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

Team

36 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

AGINCOURT CAPITAL MANAGEMENT, LLC

Richmond, VA

AUM

$9.95B

Licensed in CA, CO, GA +16 states
CACOGAILINLA+13
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PLANCORP, LLC

Saint Louis, MO

AUM

$9.94B

Licensed in AZ, CA, CO +31 states
AZCACODCGAIL+28
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

50 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

INTELLICENTS INVESTMENT SOLUTIONS INC

Albert Lea, MN

AUM

$9.92B

Licensed in AK, AZ, AR +44 states
AKAZARCACODC+41
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

48 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

WELCH & FORBES LLC

Boston, MA

AUM

$9.90B

Licensed in AZ, CA, CO +21 states
AZCACOGAILLA+18
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmOther (specify)Website listed

ARES SYSTEMATIC CREDIT LIMITED

London, DE

AUM

$9.89B

Licensed in DE, MA
DEMA
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED

Edinburgh, AL

AUM

$9.89B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ONE QUEEN CAPITAL INC.

Toronto, Ontario

AUM

$9.86B

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

Team

6 advisors

Clients

—

Fees

Fixed fees; PERCENTAGE OF ORIGINAL INVESTMENT AMOUNT

View detailsVisit website
Corporate platformLLCWebsite listed

RIVER ROAD ASSET MANAGEMENT, LLC

Louisville, KY

AUM

$9.85B

Licensed in DE, IL, KY +7 states
DEILKYLANEPA+4
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

CYNOSURE GROUP, LLC

Salt Lake City, UT

AUM

$9.85B

Licensed in CA, DE, IL +8 states
CADEILKSMDMA+5
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

30 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SPIDERROCK ADVISORS, LLC

Chicago, IL

AUM

$9.83B

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

Team

43 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

EMINENCE CAPITAL, LP

New York, NY

AUM

$9.80B

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

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

IHT WEALTH MANAGEMENT LLC

Chicago, IL

AUM

$9.80B

Licensed in AL, AZ, AR +33 states
ALAZARCACOGA+30
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

153 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

APELLA WEALTH

West Hartford, CT

AUM

$9.78B

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

Team

93 advisors

Clients

More than 500

Fees

Percentage of AUM; FEE FOR FINANCIAL PLANNING SERVICES.

View detailsVisit website
Corporate platformCorporationWebsite listed

VR ADVISORY SERVICES LTD.

New York, NY

AUM

$9.77B

Based in NY
Wealth MgmtInstitutional
  • 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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