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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

43,072 advisers found

Corporate platformLPWebsite listed

DEERPATH CAPITAL MANAGEMENT, LP

Fort Lauderdale, FL

AUM

$9.03B

Licensed in CA, IL, MA, FL
CAILMAFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • SEPARATELY MANAGED ACCOUNTS AND CLOS

Team

100 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ALPHACORE CAPITAL LLC

La Jolla, CA

AUM

$9.03B

Licensed in AL, AK, AZ +43 states
ALAKAZARCACO+40
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

69 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

MARLIN EQUITY PARTNERS

Hermosa Beach, CA

AUM

$9.02B

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

Team

53 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HORNOR, TOWNSEND & KENT, LLC

Conshohocken, PA

AUM

$9.01B

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

Team

426 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLPWebsite listed

THE STERLING GROUP, L.P.

Houston, TX

AUM

$9.01B

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

Team

76 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

JOHCM (USA) INC

Boston, MA

AUM

$9.01B

Licensed in DE, IL, MA, PA
DEILMAPA
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

21 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SIMON QUICK ADVISORS, LLC

Morristown, NJ

AUM

$9.01B

Licensed in AZ, CA, CO +14 states
AZCACOLAMANE+11
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

77 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

COLLER CAPITAL INC

New York, NY

AUM

$9.00B

Licensed in NY
NY
Wealth Mgmt
  • NON-DISCRETIONARY SUB-ADVISER TO A NON-DISCRETIONARY, NON-US ADVISER TO A NON-US ADVISER OF PRIVATE FUNDS

Team

25 advisors

Clients

—

Fees

COST PLUS FEE

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Corporate platformCorporationWebsite listed

CROSSMARK GLOBAL INVESTMENTS, INC.

Houston, TX

AUM

$8.98B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

14 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

NORTHWOOD INVESTORS LLC

Denver, CO

AUM

$8.97B

Licensed in CA, CO, IL
CACOIL
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

27 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LITTLEJOHN & CO., LLC

Greenwich, CT

AUM

$8.97B

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

Team

39 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

KINGSVIEW WEALTH MANAGEMENT, LLC

Grants Pass, OR

AUM

$8.96B

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

Team

95 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

IMPAX ASSET MANAGEMENT LLC

Portsmouth, NH

AUM

$8.94B

Licensed in CA, CO, IL +7 states
CACOILMEMDMA+4
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

30 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

TORTOISE CAPITAL ADVISORS, L.L.C.

Overland Park, KS

AUM

$8.93B

Licensed in CA, CO, DE +12 states
CACODEILKSMA+9
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

15 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WESTPORT CAPITAL PARTNERS LLC

Darien, CT

AUM

$8.92B

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

Team

12 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

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Corporate platformLPWebsite listed

PINNACLE ASSET MANAGEMENT, L.P.

New York, NY

AUM

$8.89B

Licensed in CO, MA, NY +2 states
COMANYMOFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • ADVISORY/CONSULTING

Team

10 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

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Advisory firmLLPWebsite listed

HERMES GPE LLP

London

AUM

$8.88B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • ADVISORY SERVICES FOR PENSION FUNDS

Team

37 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Advisory firmLLCWebsite listed

AXXCESS WEALTH MANAGEMENT, LLC

Carlsbad, CA

AUM

$8.88B

Licensed in AZ, AR, CA +38 states
AZARCACODEGA+35
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

44 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

KEY INVESTMENT SERVICES LLC

Brooklyn, OH

AUM

$8.88B

Licensed in AL, AK, AZ +41 states
ALAKAZARCACO+38
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Selection of other advisers

Team

360 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SNOWDEN CAPITAL ADVISORS LLC

New York, NY

AUM

$8.87B

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

Team

105 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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