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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

WALTON STREET CAPITAL, L.L.C.

Chicago, IL

AUM

$9.76B

Based in IL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

58 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALTAIR ADVISERS, LLC

Chicago, IL

AUM

$9.76B

Licensed in AZ, CA, GA +9 states
AZCAGAILINLA+6
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

34 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FORVIS MAZARS WEALTH ADVISORS, LLC

Springfield, MO

AUM

$9.75B

Licensed in AL, AZ, AR +35 states
ALAZARCACODC+32
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

78 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

F L PUTNAM INVESTMENT MANAGEMENT CO.

Lynnfield, MA

AUM

$9.72B

Licensed in AL, AZ, CA +33 states
ALAZCACODCGA+30
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

90 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

PARTNERS GROUP US MANAGEMENT CLO LLC

New York, NY

AUM

$9.70B

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

Team

0 total employees

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ONE ROCK CAPITAL

New York, NY

AUM

$9.70B

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

Team

50 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SAMLYN CAPITAL, LLC

New York, NY

AUM

$9.68B

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

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

REDTREE INVESTMENT GROUP

Cincinnati, OH

AUM

$9.68B

Licensed in KY, OH, MO
KYOHMO
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (institutions)

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SIGNATUREFD, LLC

Atlanta, GA

AUM

$9.68B

Licensed in AL, AZ, CA +31 states
ALAZCACODCGA+28
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

50 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

THE AMERIFLEX GROUP

Las Vegas, NV

AUM

$9.66B

Licensed in AZ, CA, CO +37 states
AZCACODEGAID+34
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

181 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MAIN STREET ADVISORS

Santa Monica, CA

AUM

$9.65B

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

Team

17 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SIMPLIFY ASSET MANAGEMENT INC.

Las Vegas, NV

AUM

$9.64B

Licensed in CA, NV, NY +2 states
CANVNYTXFL
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

DOCKSIDE PLATFORMS

New York, NY

AUM

$9.63B

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

HORIZON KINETICS ASSET MANAGEMENT LLC

New York, NY

AUM

$9.61B

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

Team

20 advisors

Clients

—

Fees

Percentage of AUM · Subscription fees +2 more

View detailsVisit website
Advisory firmLPWebsite listed

SEVEN POST INVESTMENT OFFICE LP

San Francisco, CA

AUM

$9.61B

Licensed in AL, AZ, CA +14 states
ALAZCACODEME+11
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HARBOUR INVESTMENTS, INC.

Madison, WI

AUM

$9.60B

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

Team

213 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformLLCWebsite listed

FRONTIER CAPITAL MANAGEMENT CO LLC

Boston, MA

AUM

$9.60B

Licensed in AL, AK, AZ +46 states
ALAKAZARCADE+43
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Bethlehem, PA

AUM

$9.57B

Licensed in CA, CO, DC +15 states
CACODCILMDMA+12
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

26 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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