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

43,072 advisers found

Corporate platformLLCWebsite listed

ADVENT CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$8.82B

Licensed in CA, NY, TX, FL
CANYTXFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

23 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ARKADIOS WEALTH ADVISORS

Atlanta, GA

AUM

$8.79B

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

Team

151 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

CAPITAL ANALYSTS

Fort Washington, PA

AUM

$8.77B

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

Team

667 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

HARDMAN JOHNSTON GLOBAL ADVISORS LLC

Stamford, CT

AUM

$8.77B

Licensed in CA, IL, LA +12 states
CAILLAMDMAMI+9
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ROBERTSON STEPHENS

San Francisco, CA

AUM

$8.76B

Licensed in AZ, CA, CO +27 states
AZCACODEDCID+24
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

67 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

U.S. CAPITAL WEALTH ADVISORS, LLC

Houston, TX

AUM

$8.76B

Licensed in AL, AK, AZ +45 states
ALAKAZARCACO+42
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

71 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

TIAA KASPICK, LLC

Boston, MA

AUM

$8.74B

Licensed in CA, CO, DC +14 states
CACODCILINMA+11
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • FINANCIAL CONSULTING

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformLLCWebsite listed

HAMLIN CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$8.71B

Licensed in AZ, CA, DE +31 states
AZCADEDCGAIL+28
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MESA WEST CAPITAL

Los Angeles, CA

AUM

$8.70B

Licensed in CA, IL, NY
CAILNY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

22 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

FORUM FINANCIAL MANAGEMENT, LP

Lombard, IL

AUM

$8.69B

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

Team

94 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

OGAM, LP

Houston, TX

AUM

$8.69B

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MILLBURN RIDGEFIELD LLC

New York, NY

AUM

$8.67B

Licensed in NY
NY
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

25 advisors

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

MARCUARD FAMILY OFFICE LTD

Zurich, TX

AUM

$8.66B

Licensed in TX, FL
TXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

19 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLPWebsite listed

TRINITY STREET ASSET MANAGEMENT LLP

London, TX

AUM

$8.66B

Licensed in TX
TX
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SATURNA CAPITAL CORPORATION

Bellingham, WA

AUM

$8.62B

Licensed in AL, AZ, CA +26 states
ALAZCACODEDC+23
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

13 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformLLCWebsite listed

TIFF INVESTMENT MANAGEMENT

Radnor, PA

AUM

$8.62B

Licensed in DE, LA, MA +3 states
DELAMANYPANH
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

17 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Corporate platformLPWebsite listed

SAGARD HOLDINGS MANAGER LP

Toronto, Ontario

AUM

$8.61B

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

Team

65 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WIND POINT PARTNERS

Chicago, IL

AUM

$8.58B

Based in IL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

26 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TD PRIVATE CLIENT WEALTH LLC

New York, NY

AUM

$8.57B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

482 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

GRESHAM INVESTMENT MANAGEMENT LLC

New York, NY

AUM

$8.55B

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

Team

18 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GUIDED CHOICE ASSET MANAGEMENT, INC.

Reno, NV

AUM

$8.55B

Licensed in NV
NV
Financial PlanningWealth MgmtRetirementInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +4 more

View detailsVisit website
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