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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

MARINER ADVISOR NETWORK

Overland Park, KS

AUM

$9.57B

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

Team

150 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ORGEL WEALTH MANAGEMENT, LLC

Altoona, WI

AUM

$9.55B

Licensed in AL, AZ, CA +40 states
ALAZCACODCGA+37
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

31 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

GRIDIRON CAPITAL, LLC

New Canaan, CT

AUM

$9.52B

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

Team

35 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

COMPOSITION WEALTH, LLC

Los Angeles, CA

AUM

$9.47B

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

Team

63 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

WESTWOOD GLOBAL INVESTMENTS

Park City, UT

AUM

$9.47B

Licensed in MA, UT, TX
MAUTTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

HOOD RIVER CAPITAL MANAGEMENT LLC

Palm Beach Gardens, FL

AUM

$9.45B

Licensed in IL, LA, MN +6 states
ILLAMNPAUTWA+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GARDNER RUSSO & QUINN LLC

Lancaster, PA

AUM

$9.45B

Licensed in AL, AK, AZ +47 states
ALAKAZARCACO+44
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SLR CAPITAL PARTNERS, LLC

New York, NY

AUM

$9.42B

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

Team

34 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GAM LONDON LIMITED

London

AUM

$9.42B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SAGARD PRIVATE EQUITY SOLUTIONS

Greenwich, CT

AUM

$9.41B

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

INTERVAL PARTNERS, L.P.

New York, NY

AUM

$9.39B

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

Team

27 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

RESOLUTION CAPITAL LIMITED

Sydney, Nsw

AUM

$9.39B

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

Team

15 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

Boston, MA

AUM

$9.38B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

101 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ALTARIS, LLC

New York, NY

AUM

$9.34B

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

Team

37 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ACCOLADE PARTNERS

Washington, DC

AUM

$9.34B

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

Team

11 advisors

Clients

0

Fees

Percentage of AUM; CARRIED INTEREST PAID TO THE GENERAL PARTNER

View detailsVisit website
Advisory firmLLCWebsite listed

JOEL ISAACSON & CO., LLC

New York, NY

AUM

$9.32B

Licensed in AZ, CA, CO +17 states
AZCACODCGAIL+14
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

20 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GRYPHON ADVISORS, LLC

San Francisco, CA

AUM

$9.32B

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

Team

64 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AXIUM INFRASTRUCTURE INC.

Montreal, Quebec

AUM

$9.28B

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

Team

89 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ITAU USA ASSET MANAGEMENT

New York, NY

AUM

$9.27B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

TOLLESON PRIVATE WEALTH MANAGEMENT

Dallas, TX

AUM

$9.26B

Licensed in AZ, CA, CO +7 states
AZCACOLAMNNY+4
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

73 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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