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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

HBKS WEALTH ADVISORS

Erie, PA

AUM

$7.66B

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

Team

73 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

STAMOS CAPITAL PARTNERS, L.P.

Menlo Park, CA

AUM

$7.64B

Licensed in CA
CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

17 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

ALDRICH WEALTH LP

Lake Oswego, OR

AUM

$7.62B

Licensed in AK, AZ, CA +14 states
AKAZCACOIDLA+11
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

26 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

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Advisory firmLLCWebsite listed

MCMORGAN & COMPANY LLC

San Francisco, CA

AUM

$7.61B

Licensed in CA, IL
CAIL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

14 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

BELPOINTE ASSET MANAGEMENT LLC

Reno, NV

AUM

$7.58B

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

View detailsVisit website
Corporate platformCorporationWebsite listed

BROWN ADVISORY

Norfolk, VA

AUM

$7.57B

Licensed in CA, GA, IL +3 states
CAGAILNCVAFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

AVANTAX PLANNING PARTNERS, INC.

Dubuque, IA

AUM

$7.57B

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

Team

200 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DSM CAPITAL PARTNERS

Palm Beach Gardens, FL

AUM

$7.56B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BAILARD, INC.

Foster City, CA

AUM

$7.56B

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

Team

42 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

QIC

New York, NY

AUM

$7.52B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

22 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

SESSA CAPITAL

New York, NY

AUM

$7.52B

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CARNEGIE INVESTMENT COUNSEL

Pepper Pike, OH

AUM

$7.51B

Licensed in AZ, CA, CO +34 states
AZCACODEDCGA+31
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

39 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

ITE MANAGEMENT L.P.

New York, NY

AUM

$7.51B

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

Team

32 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

JMG FINANCIAL GROUP LTD

Downers Grove, IL

AUM

$7.50B

Licensed in AZ, CA, CO +34 states
AZCACODCGAID+31
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

66 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

OSTERWEIS CAPITAL MANAGEMENT

San Francisco, CA

AUM

$7.50B

Licensed in CA, LA, NY +4 states
CALANYORWATX+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

14 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

CHICAGO PARTNERS INVESTMENT GROUP LLC

Chicago, IL

AUM

$7.47B

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

Team

38 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

HAYS FINANCIAL GROUP, LLC

Minneapolis, MN

AUM

$7.45B

Licensed in CA, CO, IA +10 states
CACOIAKSLAMA+7
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (institutions)
  • Pension consulting

Team

6 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HOMESTEAD ADVISERS CORP.

Arlington, VA

AUM

$7.45B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtInstitutional
  • Financial planning
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

15 advisors

Clients

1-10

Fees

Percentage of AUM; COST REIMBURSABLE.

View detailsVisit website
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