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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

PCM MANAGEMENT ADVISOR, LLC

Chagrin Falls, OH

AUM

$7.89B

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

Team

38 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

HUNTINGTON FINANCIAL ADVISORS

Columbus, OH

AUM

$7.89B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

415 advisors

Clients

—

Fees

Percentage of AUM

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Corporate platformCorporationWebsite listed

D.F. DENT AND COMPANY, INC.

Baltimore, MD

AUM

$7.88B

Licensed in CA, DE, DC +21 states
CADEDCILIALA+18
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

16 advisors

Clients

1-10

Fees

Percentage of AUM

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Corporate platformCorporationWebsite listed

KENSICO CAPITAL MANAGEMENT CORP.

Greenwich, CT

AUM

$7.88B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; AFFILIATE OF REGISTRANT RECEIVES INCENTIVE REALLOCATIONS

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Corporate platformLLCWebsite listed

STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

Little Rock, AR

AUM

$7.86B

Licensed in AL, AZ, AR +30 states
ALAZARCACODE+27
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Advisory firmLLCWebsite listed

INGALLS & SNYDER LLC

New York, NY

AUM

$7.83B

Licensed in AL, AZ, AR +45 states
ALAZARCACODE+42
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

50 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

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Advisory firmLLCWebsite listed

HARBERT FUND ADVISORS, LLC

Birmingham, AL

AUM

$7.82B

Licensed in AL, CA, GA +5 states
ALCAGANYNCTN+2
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • MANAGEMENT OF PRIVATE INVESTMENT FUNDS AND HEDGE FUNDS

Team

62 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

ETHIC

New York, NY

AUM

$7.82B

Licensed in CA, CO, IL +5 states
CACOILLAMANE+2
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

Team

10 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

HUNTER POINT CAPITAL LP

New York, NY

AUM

$7.81B

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

Team

55 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Advisory firmLLCWebsite listed

FIFTH THIRD WEALTH ADVISORS LLC

Cincinnati, OH

AUM

$7.80B

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

Team

58 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ELMTREE FUNDS, LLC

St.. Louis, MO

AUM

$7.77B

Licensed in AZ, MO
AZMO
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HILLSDALE INVESTMENT MANAGEMENT INC.

Toronto

AUM

$7.77B

Single-office firm
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

35 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

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Corporate platformLLPWebsite listed

WEDGE CAPITAL MANAGEMENT LLP

Charlotte, NC

AUM

$7.75B

Licensed in GA, LA, MI +4 states
GALAMINYNCTX+1
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

21 advisors

Clients

0

Fees

Percentage of AUM

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Advisory firmLLCWebsite listed

ONESEVEN

Beachwood, OH

AUM

$7.72B

Licensed in AL, AZ, CA +30 states
ALAZCACODCGA+27
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

95 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

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Advisory firmLLCWebsite listed

RITHOLTZ WEALTH MANAGEMENT

New York, NY

AUM

$7.70B

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

Team

48 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CORSAIR CAPITAL LLC

New York, NY

AUM

$7.68B

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

Team

24 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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