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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

BOLTON GLOBAL ASSET MANAGEMENT

Bolton, MA

AUM

$8.28B

Licensed in AK, AZ, CA +35 states
AKAZCACOGAIL+32
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

110 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +3 more

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Advisory firmLLCWebsite listed

NICHOLAS HOFFMAN & COMPANY, LLC

Atlanta, GA

AUM

$8.26B

Licensed in AL, CA, GA +9 states
ALCAGAILLAMS+6
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

16 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ADVANTAGE CAPITAL MANAGEMENT

New York, NY

AUM

$8.26B

Licensed in NY, FL
NYFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT FOR INSURANCE COMPANIES

Team

26 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

J. W. COLE ADVISORS, INC.

Tampa, FL

AUM

$8.25B

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

Team

468 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

IRONWOOD CAPITAL MANAGEMENT CORP

San Francisco, CA

AUM

$8.23B

Licensed in CA, IL
CAIL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

9 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CAPITAL INVESTMENT ADVISORS, LLC

Atlanta, GA

AUM

$8.21B

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

Team

55 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Advisory firmLLCWebsite listed

CAMBRIDGE ASSOCIATES LIMITED, LLC

Boston, MA

AUM

$8.20B

Based in MA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Pension consulting
  • Selection of other advisers

Team

14 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GRADIENT INVESTMENTS, LLC

Arden Hills, MN

AUM

$8.20B

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

WINCORAM ASSET MANAGEMENT LLC

Houston, TX

AUM

$8.19B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

STEPSTONE PRIVATE WEALTH

Charlotte, NC

AUM

$8.17B

Licensed in NC, FL
NCFL
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

97 employees

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ORIX ADVISERS, LLC

New York, NY

AUM

$8.16B

Licensed in CA, NY, WA, TX
CANYWATX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

62 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

R M DAVIS INC

Portland, ME

AUM

$8.15B

Licensed in AZ, CA, CO +26 states
AZCACODCGAIL+23
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

25 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

STARBOARD VALUE LP

New York, NY

AUM

$8.15B

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

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

RHONE GROUP L.L.C.

New York, NY

AUM

$8.15B

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

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CHILTON INVESTMENT SERVICES, LLC

Stamford, CT

AUM

$8.15B

Licensed in AL, AZ, AR +41 states
ALAZARCACODE+38
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

20 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BRAMSHILL INVESTMENTS, LLC

Naples, FL

AUM

$8.14B

Licensed in CA, MA, NJ +4 states
CAMANJNYPATX+1
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

33 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

STRIPES, LLC

New York, NY

AUM

$8.14B

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

Team

51 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HARVEST FUND ADVISORS LLC

Wayne, PA

AUM

$8.13B

Licensed in DE, NY, PA, TX
DENYPATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MARSHFIELD ASSOCIATES

Washington, DC

AUM

$8.12B

Licensed in AZ, CA, CO +36 states
AZCACODEDCGA+33
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

13 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HUMAN INTEREST ADVISORS LLC

San Francisco, CA

AUM

$8.10B

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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