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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

MUTUAL ADVISORS, LLC

Omaha, NE

AUM

$8.55B

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

Team

158 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VISE AI ADVISORS

New York City, NY

AUM

$8.53B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Educational seminars

Team

20 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

ONE CAPITAL MANAGEMENT, LLC

Westlake Village, CA

AUM

$8.53B

Licensed in AZ, CA, CO +31 states
AZCACOGAIDIL+28
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

55 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NORTHWEST CAPITAL MANAGEMENT INC.

Lake Oswego, OR

AUM

$8.52B

Licensed in AZ, CA, ID +4 states
AZCAIDORTNWA+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

SAGESPRING WEALTH PARTNERS

Franklin, TN

AUM

$8.49B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

100 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformLLPWebsite listed

FORESIGHT GROUP LLP

London

AUM

$8.48B

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

Team

135 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HORIZON INVESTMENTS LLC

Charlotte, NC

AUM

$8.47B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth Mgmt
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

23 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ELDRIDGE CREDIT ADVISERS, LLC

New York, NY

AUM

$8.46B

Licensed in CA, GA, IL +4 states
CAGAILNYTXCT+1
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

110 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

MIDOCEAN CREDIT PARTNERS

New York, NY

AUM

$8.46B

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

Team

23 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BNY MELLON SECURITIES CORPORATION

New York, NY

AUM

$8.45B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.

Team

91 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

SYNOVUS SECURITIES, INC.

Columbus, GA

AUM

$8.45B

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

Team

184 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

DOUGLAS C. LANE & ASSOCIATES

New York, NY

AUM

$8.44B

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

Team

17 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

EMPIRICAL WEALTH MANAGEMENT

Seattle, WA

AUM

$8.43B

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

Team

57 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLPWebsite listed

VISTA CREDIT PARTNERS, L.P.

New York, NY

AUM

$8.42B

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

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

AUREUS ASSET MANAGEMENT, LLC

Boston, MA

AUM

$8.40B

Licensed in MA
MA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

10 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BATTERY GLOBAL ADVISORS, LLC

Boston, MA

AUM

$8.37B

Licensed in CA, MA
CAMA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ZHANG FINANCIAL

Portage, MI

AUM

$8.37B

Licensed in AZ, CA, CO +23 states
AZCACOGAILIN+20
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

19 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

SK CAPITAL PARTNERS

New York, NY

AUM

$8.36B

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

Team

47 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

ASANA PARTNERS, LP

Charlotte, NC

AUM

$8.35B

Licensed in CO, GA, NC, SC
COGANCSC
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

61 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SKYVIEW INVESTMENT ADVISORS, LLC

Shrewsbury, NJ

AUM

$8.32B

Licensed in NJ
NJ
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

11 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ELEVATION POINT WEALTH PARTNERS, LLC

Denver, CO

AUM

$8.29B

Licensed in AL, AK, AZ +45 states
ALAKAZARCACO+42
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Portfolio management (individuals)
  • Selection of other advisers
  • CONSULTING

Team

54 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

WEALTHCARE ADVISORY PARTNERS LLC

West Chester, PA

AUM

$8.29B

Licensed in AL, AK, AZ +46 states
ALAKAZARCACO+43
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

173 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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