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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

CAPITAL ADVISORS, INC.

Tulsa, OK

AUM

$7.43B

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

Team

35 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GRAMERCY FUNDS MANAGEMENT LLC

West Palm Beach, FL

AUM

$7.42B

Licensed in CT, FL
CTFL
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

32 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

XN LP

New York, NY

AUM

$7.41B

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

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

JLL PARTNERS, LLC

New York, NY

AUM

$7.40B

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

Team

36 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

WASHINGTON CAPITAL MANAGEMENT INC

Seattle, WA

AUM

$7.40B

Licensed in AK, CA, CO +6 states
AKCACOLAMANV+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

46 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Corporate platformLLCWebsite listed

EVENTIDE ASSET MANAGEMENT, LLC

Boston, MA

AUM

$7.38B

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

Team

20 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLPWebsite listed

LYRICAL ASSET MANAGEMENT LP

New York, NY

AUM

$7.37B

Licensed in AL, AK, CA +30 states
ALAKCACODEDC+27
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ALLIANT RETIREMENT CONSULTING

Alpharetta, GA

AUM

$7.37B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtRetirement
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

Team

30 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FIRST NATIONAL ADVISERS, LLC

Omaha, NE

AUM

$7.37B

Licensed in AZ, AR, CA +24 states
AZARCACOGAIL+21
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

20 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

SURGOCAP PARTNERS LP

New York, NY

AUM

$7.35B

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

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MARINER INDEPENDENT

Overland Park, KS

AUM

$7.34B

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

Team

106 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CENTAURUS FINANCIAL, INC.

Anaheim, CA

AUM

$7.34B

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

Team

375 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SPECTRUM EQUITY

Boston, MA

AUM

$7.32B

Licensed in CA, MA
CAMA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

42 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

ARBOUR LANE CAPITAL MANAGEMENT LP

Stamford, CT

AUM

$7.30B

Licensed in CT
CT
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT FOR A MANAGED ACCOUNT

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

DIMENSION CAPITAL MANAGEMENT LLC

Coral Gables, FL

AUM

$7.29B

Licensed in CA, DE, NJ +3 states
CADENJNYCTFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

10 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CERCANO MANAGEMENT LLC

Bellevue, WA

AUM

$7.28B

Licensed in CA, WA, TX
CAWATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

25 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

BADGLEY PHELPS WEALTH MANAGERS

Seattle, WA

AUM

$7.28B

Licensed in AK, AZ, CA +22 states
AKAZCACOIDIL+19
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

26 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ANGELES INVESTMENT ADVISORS

Santa Monica, CA

AUM

$7.27B

Licensed in CA, DE, TX
CADETX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

17 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DOMAIN CAPITAL ADVISORS, LLC

Atlanta, GA

AUM

$7.27B

Licensed in GA, FL
GAFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

18 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TOP TIER CAPITAL PARTNERS, LLC

San Francisco, CA

AUM

$7.27B

Licensed in CA, MA
CAMA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

21 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLPWebsite listed

INVICTUS CAPITAL PARTNERS

Washington, DC

AUM

$7.25B

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

Team

28 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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