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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

LINDSELL TRAIN LIMITED

London

AUM

$9.25B

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

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

OLYMPUS ADVISORS, LLC

Stamford, CT

AUM

$9.25B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GENEOS WEALTH MANAGEMENT, INC.

Englewood, CO

AUM

$9.22B

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

Team

200 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PROCYON

Shelton, CT

AUM

$9.20B

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

Team

49 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ELLINGTON GLOBAL ASSET MANAGEMENT, LLC

Old Greenwich, CT

AUM

$9.18B

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

Team

68 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AVIVA INVESTORS CANADA INC.

Toronto, Ontario

AUM

$9.15B

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

CRAWFORD INVESTMENT COUNSEL INC

Atlanta, GA

AUM

$9.14B

Licensed in AL, AZ, CA +41 states
ALAZCACODEDC+38
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

27 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

WYNNCHURCH CAPITAL, L.P.

Rosemont, IL

AUM

$9.12B

Licensed in IL
IL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO COMPANY MANAGEMENT

Team

42 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

CABOT PROPERTIES L.P.

Boston, MA

AUM

$9.11B

Licensed in CA, GA, IL +3 states
CAGAILMANYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

134 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FS REIT ADVISOR, LLC

Philadelphia, PA

AUM

$9.10B

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

COLUMBIA CAPITAL

Alexandria, VA

AUM

$9.10B

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

Team

13 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HIGHVISTA STRATEGIES LLC

Boston, MA

AUM

$9.10B

Licensed in MA
MA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

30 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AMERICANA PARTNERS, LLC

Houston, TX

AUM

$9.10B

Licensed in AL, AK, AZ +28 states
ALAKAZARCACO+25
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

34 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

H.M. PAYSON

Portland, ME

AUM

$9.09B

Licensed in AK, AZ, CA +37 states
AKAZCACODEDC+34
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

29 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BRADLEY FOSTER & SARGENT INC

Hartford, CT

AUM

$9.07B

Licensed in AL, AK, AZ +41 states
ALAKAZARCACO+38
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

32 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

INDUSTRY VENTURES

San Francisco, CA

AUM

$9.06B

Licensed in CA, MA, VA
CAMAVA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

26 advisors

Clients

0

Fees

Percentage of AUM; PERFORMANCE-BASED PROFIT ALLOCATIONS

View detailsVisit website
Corporate platformCorporationWebsite listed

AMOVA ASSET MANAGEMENT AMERICAS, INC.

New York, NY

AUM

$9.04B

Licensed in CA, VA, WY
CAVAWY
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

400 CAPITAL MANAGEMENT LLC

New York, NY

AUM

$9.04B

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

Team

33 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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