Fiduciary advisors in Chicago, IL
365 registered advisers
Anchored by the CME Group and a deep bench of institutional investors, Chicago's financial services sector extends well beyond the trading floor. 365 SEC-registered fiduciary firms serve the metro area, and 344 of them charge fees only, with no commission income. Midwestern cost structures mean advisory fees here often run below the coastal average, giving investors access to credentialed fiduciary guidance at lower thresholds.
1 SEED PARTNERS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$564M
Minimum--
Clients13
103 ADVISORY GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$257M
Minimum--
Clients89
1ST & MAIN GROWTH PARTNERS
Fee-Only, No ConflictsTypical Fee--
AUM$957M
Minimum--
Clients3
50 SOUTH CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$14.2B
Minimum--
Clients131
5TH CENTURY PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$398M
Minimum--
Clients4
AAM
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$24.0B
Minimum--
Clients811
AARON WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.3B
Minimum--
Clients1,672
ACCESS FINANCIAL GROUP, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$272M
Minimum--
Clients288
ADAMS STREET ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
ADAMS STREET PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$59.5B
Minimum--
Clients388
ADVISORY RESEARCH INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$722M
Minimum--
Clients293
AGR PARTNERS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients9
AIR ASSET MANAGEMENT
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$704M
Minimum--
Clients21
ALERCE INVESTMENT MANAGEMENT, L.P.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$223M
Minimum--
Clients24
ALLSTATE INVESTMENT MANAGEMENT COMPANY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$20.4B
Minimum--
Clients54
ALTAIR ADVISERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.7B
Minimum--
Clients946
ALTMAN ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.50%
AUM$428M
Minimum--
Clients609
ALYESKA INVESTMENT GROUP, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$31.7B
Minimum--
Clients3
ANTARES CAPITAL ADVISERS LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$41.5B
Minimum--
Clients47
ANTARES CAPITAL CREDIT ADVISERS LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$3.1B
Minimum--
Clients2
AON INVESTMENTS USA INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$136.4B
Minimum--
Clients304
AON SECURITIES LLC
Also Compensated via BrokerageTypical Fee--
AUM--
Minimum--
Clients--
AQUATIC CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.5B
Minimum--
Clients6
ARENA PRIVATE WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$139M
Minimum--
Clients202
ARETE WEALTH ADVISORS, LLC
Also Compensated via BrokerageTypical Fee--
AUM$2.7B
Minimum--
Clients5,424
ARIEL ALTERNATIVES, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.4B
Minimum--
Clients3
ARIEL INVESTMENTS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$12.4B
Minimum--
Clients168
ATIVO CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1000M
Minimum--
Clients21
ATTUCKS ASSET MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.4B
Minimum--
Clients17
AVATHON CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$512M
Minimum--
Clients6
AVENTINE CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4M
Minimum--
Clients1
AZA CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$314M
Minimum--
Clients845
BALYASNY ASSET MANAGEMENT L.P.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$265.2B
Minimum--
Clients40
BANKERS LIFE ADVISORY SERVICES, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients14,938
BANTAMAC CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$215M
Minimum--
Clients40
BARD ASSOCIATES INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$385M
Minimum--
Clients388
BDT CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$49.5B
Minimum--
Clients44
BENCHMARK INVESTMENT ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$305M
Minimum--
Clients112
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$442M
Minimum--
Clients9
BLUE LINE CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$132M
Minimum--
Clients348
BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
BLUE OWL REAL ESTATE CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$53.8B
Minimum--
Clients79
BLUE VISTA CAPITAL, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$1.6B
Minimum--
Clients21
BLUESPRUCE
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.7B
Minimum--
Clients8
BMO ASSET MANAGEMENT CORP.
Fee-Only, No ConflictsTypical Fee--
AUM$5.2B
Minimum--
Clients16
BMO FAMILY OFFICE, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$10.0B
Minimum--
Clients5,101
BOREALIS STRATEGIC CAPITAL PARTNERS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$560M
Minimum--
Clients8
BPOC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.7B
Minimum--
Clients11
BROWNSON, REHMUS & FOXWORTH, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.3B
Minimum--
Clients3,359
BRUCE & CO INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$397M
Minimum--
Clients3
BUCKEYE-PACIFIC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$296M
Minimum--
Clients6
BURFORD CAPITAL INVESTMENT MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.4B
Minimum--
Clients19
BURLING WEALTH PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$768M
Minimum--
Clients642
CAPRI EGM, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
CASTLEARK ALTERNATIVES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8M
Minimum--
Clients1
CASTLEARK MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.0B
Minimum--
Clients61
CEDAR STREET ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$583M
Minimum--
Clients8
CENTER ROCK CAPITAL PARTNERS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients8
CENTERSTAR ASSET MANAGEMENT, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$115M
Minimum--
Clients3
CENTRIC WEALTH MANAGEMENT, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$793M
Minimum--
Clients1,590
CFI PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$6.2B
Minimum--
Clients10
CHANNING CAPITAL MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$3.9B
Minimum--
Clients88
CHESLEY, TAFT & ASSOCIATES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.8B
Minimum--
Clients1,879
CHICAGO ATLANTIC ADVISERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$629M
Minimum--
Clients9
CHICAGO CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$186M
Minimum--
Clients6
CHICAGO CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.8B
Minimum--
Clients2,319
CHICAGO PACIFIC FOUNDERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$4.7B
Minimum--
Clients21
CHICAGO PARTNERS INVESTMENT GROUP LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.0B
Minimum--
Clients7,713
CHICAGO WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$307M
Minimum--
Clients1,018
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.5B
Minimum--
Clients2
CIBC PRIVATE WEALTH ADVISORS, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$61.1B
Minimum--
Clients28,865
CITY CAPITAL VENTURES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$223M
Minimum--
Clients10
CIVC PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.3B
Minimum--
Clients16
CMT ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$491M
Minimum--
Clients22
COGENT STRATEGIC WEALTH LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$266M
Minimum--
Clients428
CONSTELLATION WEALTH CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.3B
Minimum--
Clients8
CONVEXITAS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$164M
Minimum--
Clients8
CORAZON GROUP LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$231M
Minimum--
Clients5
CORE CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$234M
Minimum--
Clients3
CORE INDUSTRIAL PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.8B
Minimum--
Clients8
CREATION INVESTMENTS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.8B
Minimum--
Clients22
CRESSET ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$71.9B
Minimum--
Clients42,546
CRESSEY & COMPANY LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.6B
Minimum--
Clients12
CRG FUND MANAGER, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$508M
Minimum--
Clients4
CTC CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$184M
Minimum--
Clients9
CTS FINANCIAL PLANNING, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$314M
Minimum--
Clients732
CURA WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$528M
Minimum--
Clients701
CURI CAPITAL, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$9.8B
Minimum--
Clients13,209
CYPRESS CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$457M
Minimum--
Clients44
DAVID CAPITAL PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$86M
Minimum--
Clients3
DEARBORN CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$357M
Minimum--
Clients2
DEARBORN PARTNERS L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.5B
Minimum--
Clients2,837
DISTILLATE CAPITAL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients5
DOLAN MCENIRY CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$12.6B
Minimum--
Clients5,920
DORSEY ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients10
DOYENNE WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.8B
Minimum--
Clients748
DRIEHAUS CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$19.8B
Minimum--
Clients84
DUFF & PHELPS INVESTMENT MANAGEMENT CO.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$12.2B
Minimum--
Clients52
DV CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$150M
Minimum--
Clients5
E2P
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.8B
Minimum--
Clients8
EASTSPRING US
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$50M
Minimum--
Clients2
EDGEWATER SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.0B
Minimum--
Clients34
ELEMENTUM ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.7B
Minimum--
Clients24
EMBREE FINANCIAL GROUP
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.6B
Minimum--
Clients2,378
ENERGIZE CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.6B
Minimum--
Clients22
ENVESTNET PMC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.02%
AUM$532.2B
Minimum$100M
Clients2,021,610
ENVESTNET PORTFOLIO SOLUTIONS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$29.3B
Minimum--
Clients129,586
ENVESTNET RETIREMENT SOLUTIONS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$14.5B
Minimum--
Clients4,663
EQUITY ARMOR INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$171M
Minimum--
Clients90
EQUITY INTERNATIONAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients21
EVERGREEN INVESTMENT ADVISORS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$10.8B
Minimum--
Clients3
EXPRESSIVE WEALTH LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$131M
Minimum--
Clients329
FACTOR WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$630M
Minimum--
Clients810
FAIRWAY CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$74M
Minimum--
Clients3
FDX ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$926M
Minimum--
Clients5,003
FIDUCIENT ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$67.6B
Minimum--
Clients1,150
FINANCIAL SOLUTIONS ADVISORY GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$880M
Minimum--
Clients350
FIRST ANALYSIS CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$205M
Minimum--
Clients10
FIRST TRUST CAPITAL MANAGEMENT L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.2B
Minimum--
Clients56
FORTIS PORTFOLIO SOLUTIONS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$129M
Minimum--
Clients245
FOUNTAINHEAD FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$453M
Minimum--
Clients100
FOURSTAR WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients3,309
FREEPORT FINANCIAL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.0B
Minimum--
Clients18
FRONTAURA CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$225M
Minimum--
Clients2
FRONTENAC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.2B
Minimum--
Clients10
G SQUARED EQUITY MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.8B
Minimum--
Clients13
GATE CITY CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$254M
Minimum--
Clients3
GC ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$155.0B
Minimum--
Clients130
GC OPAL ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$118.3B
Minimum--
Clients84
GCM GROSVENOR L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$85.8B
Minimum--
Clients412
GCP INVESTMENT ADVISOR, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.3B
Minimum--
Clients11
GEM REALTY CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.2B
Minimum--
Clients24
GEOWEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.25%
AUM$13.6B
Minimum--
Clients77,019
GERCHEN CAPITAL PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients18
GILLSON CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.7B
Minimum--
Clients7
GLL INVESTORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$189M
Minimum--
Clients5
GLS CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$508M
Minimum--
Clients6
GREAT LAKES ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$15.3B
Minimum--
Clients3,771
GREENROCK RESEARCH, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$850M
Minimum--
Clients1,990
GREENSTONE BELT WEALTH ADVISORS, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$190M
Minimum--
Clients246
GRESHAM PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.7B
Minimum--
Clients239
GREYROCK CAPITAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$810M
Minimum--
Clients4
GRIZZLYROCK CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$198M
Minimum--
Clients6
GROWTH CATALYST PARTNERS, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients15
GTCR LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$46.7B
Minimum--
Clients43
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$6.9B
Minimum--
Clients279
GUGGENHEIM INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.7B
Minimum--
Clients3
HARBOR CAPITAL ADVISORS, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$64.8B
Minimum--
Clients14
HARRIS | OAKMARK
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$93.8B
Minimum--
Clients2,354
HARRISON STREET ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$20.0B
Minimum--
Clients12
HEARD CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.9B
Minimum--
Clients13
HEITMAN CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.4B
Minimum--
Clients12
HEITMAN REAL ESTATE SECURITIES LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients24
HEMSLEY ADVISORS, LTD.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$541M
Minimum--
Clients719
HFR ASSET MANAGEMENT, L.L.C
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$326M
Minimum--
Clients2
HFR INVESTMENTS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$326M
Minimum--
Clients2
HIGHTOWER ADVISORS, LLC
Also Compensated via Product SalesTypical Fee--
AUM$164.8B
Minimum--
Clients194,461
HORIZON FAMILY WEALTH, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$280M
Minimum--
Clients425
HUGHES & COMPANY
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$373M
Minimum--
Clients3
HULL TACTICAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$77M
Minimum--
Clients2
I-QU & CO.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$439M
Minimum--
Clients11
IHT WEALTH MANAGEMENT LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$6.4B
Minimum--
Clients23,131
IMPACT ENGINE
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$256M
Minimum--
Clients9
INNOVATIVE CAPITAL ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$619M
Minimum--
Clients25
INTERTIDE PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$928M
Minimum--
Clients308
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients16
INVESTBEV
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$192M
Minimum--
Clients6
IOLITE ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
KABOUTER MANAGEMENT, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$399M
Minimum--
Clients7
KAI WEALTH LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$175M
Minimum--
Clients7
KEEBECK WEALTH MANAGEMENT
Fee-OnlyAlso Compensated via Product SalesTypical Fee1.50%
AUM$1.6B
Minimum--
Clients764
KEELEY-TETON ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$12M
Minimum--
Clients1
KERBEROS CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$349M
Minimum--
Clients17
KEYSTONE CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.3B
Minimum--
Clients4
KINNEY ASSET MANAGEMENT, LLC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$578M
Minimum--
Clients5
KINZIE CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$196M
Minimum--
Clients8
KKM FINANCIAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$366M
Minimum--
Clients204
KLAFF REALTY, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$160M
Minimum--
Clients6
KRUSE ASSET MANAGEMENT, LLC
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$137M
Minimum--
Clients184
KUHN & COMPANY INVESTMENT COUNSEL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$153M
Minimum--
Clients176
L&G - ASSET MANAGEMENT, AMERICA
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$233.2B
Minimum--
Clients555
LAGO ASSET MANAGEMENT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$457M
Minimum--
Clients14
LAKE STREET
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$962M
Minimum--
Clients1,595
LARAMAR MULTI-FAMILY VALUE MANAGER, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients33
LASALLE INVESTMENT MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$9.8B
Minimum--
Clients15
LCM CAPITAL MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$365M
Minimum--
Clients932
LINCOLN ADVISORS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.9B
Minimum--
Clients1
LINCOLN ADVISORS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.2B
Minimum--
Clients1
LINCOLN CAPITAL ADVISERS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
LINDEN CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$12.5B
Minimum--
Clients23
LIZARD INVESTORS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$223M
Minimum--
Clients6
LOGAN STONE
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$513M
Minimum--
Clients16
LONGFORD CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.0B
Minimum--
Clients4
LONGSHORE CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$360M
Minimum--
Clients3
LSV ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$91.1B
Minimum--
Clients246
M&G INVESTMENTS (USA) INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$15.6B
Minimum--
Clients9
M1 FINANCE
Fee-Only, No ConflictsTypical Fee--
AUM--
Minimum--
Clients--
MADISON AVENUE SOLUTIONS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients28
MADISON CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.1B
Minimum--
Clients12
MADISON DEARBORN PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$16.1B
Minimum--
Clients36
MAINSTREET ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.4B
Minimum--
Clients5,683
MANIFEST
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
MAREN CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients88
MARK BELL ADVISORY SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$140M
Minimum--
Clients110
MARQUEE CAPITAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$125M
Minimum--
Clients5
MARQUETTE ASSOCIATES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$35.6B
Minimum--
Clients256
MAY RIVER CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$982M
Minimum--
Clients6
MCNALLY ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$380M
Minimum--
Clients12
MEDIQUS ASSET ADVISORS, INC.
Clean RecordTypical Fee--
AUM$1.3B
Minimum--
Clients1,399
MENTOR CAPITAL MANAGEMENT INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$195M
Minimum--
Clients1,277
MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients4
MESIROW ADVANCED STRATEGIES INC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
Fee-Only, No ConflictsTypical Fee--
AUM$43.4B
Minimum--
Clients14,109
MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$7.1B
Minimum--
Clients17
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
MESIROW RE-IA, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.5B
Minimum--
Clients2
MILLIMAN FINANCIAL RISK MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$41.1B
Minimum--
Clients211
MITCHELL VAUGHT & TAYLOR INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$42M
Minimum--
Clients257
MONROE CAPITAL BDC ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$4.8B
Minimum--
Clients2
MONROE CAPITAL MANAGEMENT ADVISORS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$16.0B
Minimum--
Clients82
MORNINGSTAR INVESTMENT MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.67%
AUM$76.6B
Minimum--
Clients592,301
MULLER & MONROE ASSET MANAGEMENT,LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.5B
Minimum--
Clients10
MWS CAPITAL CONSULTANTS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$194M
Minimum--
Clients449
NEUBERGER BERMAN LOAN ADVISERS II LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$9.2B
Minimum--
Clients18
NEUBERGER BERMAN LOAN ADVISERS IV LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$3.4B
Minimum--
Clients7
NEUBERGER BERMAN LOAN ADVISERS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$6.0B
Minimum--
Clients13
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$285M
Minimum--
Clients377
NEW HARBOR CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$998M
Minimum--
Clients9
NEWPORT INVESTMENT MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$583M
Minimum--
Clients7
NEXTGEN GROWTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$433M
Minimum--
Clients8
NINE TEN CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$445M
Minimum--
Clients1
NORTH SQUARE INVESTMENTS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.2B
Minimum--
Clients14
NORTH STAR INVESTMENT MANAGEMENT CORPORATION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.3B
Minimum--
Clients2,532
NORTHERN TRUST INVESTMENTS, INCORPORATED
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.1T
Minimum--
Clients41,475
NORTHERN TRUST SECURITIES, INC
Also Compensated via BrokerageTypical Fee0.75%
AUM$1.3B
Minimum--
Clients2,283
NUVEEN ASSET MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$259.9B
Minimum--
Clients71,370
NUVEEN FUND ADVISORS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$162.6B
Minimum--
Clients248
NXT CAPITAL INVESTMENT ADVISERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.5B
Minimum--
Clients22
OAK FAMILY ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$534M
Minimum--
Clients806
OAK RIDGE INVESTMENTS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients2,876
OASIS INVESTMENT STRATEGIES LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.5B
Minimum--
Clients4
OFS CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients13
OFS CLO MANAGEMENT II, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients5
OFS CLO MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$889M
Minimum--
Clients4
ORBA WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$137M
Minimum--
Clients222
ORCHARD CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$322M
Minimum--
Clients29
ORIGAMI CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients20
PALO DURO INVESTMENT PARTNERS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$426M
Minimum--
Clients8
PARKERGALE, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$727M
Minimum--
Clients3
PARTNERS ENTERPRISE CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$14.1B
Minimum--
Clients2
PATH DIGITAL ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$150K
Minimum--
Clients1
PEAKLINE PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.6B
Minimum--
Clients54
PEARSON CREEK CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$247M
Minimum--
Clients82
PEKIN HARDY STRAUSS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients1,821
PERISCOPE EQUITY LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$683M
Minimum--
Clients8
PERMANENT CAPITAL MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$742M
Minimum--
Clients99
PERRITT CAPITAL MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$280M
Minimum--
Clients122
PFINGSTEN PARTNERS, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$838M
Minimum--
Clients4
PIVOT CAPITAL PARTNERS LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$139M
Minimum--
Clients6
PLANPILOT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.6B
Minimum--
Clients29
PONDERA HOLDINGS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$585M
Minimum--
Clients8
PORT CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.9B
Minimum--
Clients483
PPC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$7.2B
Minimum--
Clients9
PPM AMERICA INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$74.5B
Minimum--
Clients59
PPM LOAN MANAGEMENT COMPANY 2, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients8
PRAIRIE CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$999M
Minimum--
Clients6
PRAXIS CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$258M
Minimum--
Clients1
PREP INVESTMENT ADVISERS, L.L.C.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.0B
Minimum--
Clients4
PRITZKER ALTERNATIVE STRATEGIES
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$334M
Minimum--
Clients1
PROJECT LEVEL MANAGEMENT COMPANY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
PROMANAGE, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$6.1B
Minimum--
Clients6
PROMUS ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients23
PROSPECT PARTNERS ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$608M
Minimum--
Clients3
PT ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$9.6B
Minimum--
Clients6
QRG CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.4B
Minimum--
Clients16,768
QUINCY WELLS ADVISORS, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$45M
Minimum--
Clients149
RAIL SPLITTER CAPITAL ADVISERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$72M
Minimum--
Clients3
RCM WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$324M
Minimum--
Clients941
RCP ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$26M
Minimum--
Clients10
READYSTATE ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.5B
Minimum--
Clients4
RED ARTS CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$541M
Minimum--
Clients2
REDMONT WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$238M
Minimum--
Clients180
RETIREMENT PLAN ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients8,148
RINGS CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$538M
Minimum--
Clients3
RIVERBEND CAPITAL ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$820M
Minimum--
Clients233
RIVERGLADE CAPITAL
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$855M
Minimum--
Clients5
RIVERPOINT WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$748M
Minimum--
Clients983
RIVERSPAN PARTNERS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$312M
Minimum--
Clients2
RIVERWALK CAPITAL PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$16M
Minimum--
Clients1
ROTHSCHILD INVESTMENT
Also Compensated via BrokerageTypical Fee--
AUM$2.3B
Minimum--
Clients2,425
RREEF AMERICA L.L.C.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$29.5B
Minimum--
Clients119
RUNWAY GROWTH CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.4B
Minimum--
Clients3
S2G INVESTMENTS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.4B
Minimum--
Clients8
SANTA BARBARA MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$259M
Minimum--
Clients154
SAVOIE CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients61
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$3.8B
Minimum--
Clients113
SEGALL BRYANT & HAMILL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.20%
AUM$21.3B
Minimum--
Clients2,991
SERENITY INVESTMENT ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$514M
Minimum--
Clients1,109
SFERMION
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$120M
Minimum--
Clients2
SG CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$957M
Minimum--
Clients25
SHEFFIELD ASSET MANAGEMENT, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$175M
Minimum--
Clients1
SHERIDAN CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.3B
Minimum--
Clients4
SHORE CAPITAL PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.8B
Minimum--
Clients37
SHOREHILL CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$480M
Minimum--
Clients2
SIGNET PRIVATE WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$190M
Minimum--
Clients283
SILVA CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$169M
Minimum--
Clients3
SINGERMAN REAL ESTATE MANAGEMENT COMPANY, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.5B
Minimum--
Clients12
SLATE ADVISORY SERVICE (US) LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.8B
Minimum--
Clients14
SPIDERROCK ADVISORS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$6.0B
Minimum--
Clients3,050
STEINWOLD & CO. LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
STERLING BAY CAPITAL ADVISERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$383M
Minimum--
Clients12
STERLING FUND MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$352M
Minimum--
Clients11
STEWARD ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$137M
Minimum$250,000
Clients322
STRIDE INVESTMENTS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$197M
Minimum--
Clients1,649
STUDIO INVESTMENT MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$832M
Minimum--
Clients922
SYSTIMA CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$595M
Minimum--
Clients7
TAIBER, KOSMALA & ASSOCIATES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$500M
Minimum--
Clients16
TAIKO
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.2B
Minimum--
Clients3,567
TAIKO PRIVATE WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$600M
Minimum--
Clients69
TALLWOODS PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$311M
Minimum--
Clients10
TEMERITY STRATEGIC PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$180M
Minimum--
Clients2
TEZA CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$753M
Minimum--
Clients6
THE COPIA GROUP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$119M
Minimum--
Clients1
THE FUTURE FUND LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$37M
Minimum--
Clients2
THE MATHER GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$13.4B
Minimum--
Clients15,200
THE MOSAIC FINANCIAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$898M
Minimum--
Clients569
THE VISTRIA GROUP, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$12.3B
Minimum--
Clients21
THOMA BRAVO
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$151.9B
Minimum--
Clients123
TILIA HOLDINGS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$292M
Minimum--
Clients3
TOWERS WATSON INVESTMENT SERVICES, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$52.2B
Minimum--
Clients129
TRADELINK CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$315M
Minimum--
Clients2
TRUE PARTNER CAPITAL USA
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$296M
Minimum--
Clients4
TRUEMARK INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$762M
Minimum--
Clients21
TWIN BRIDGE CAPITAL PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$4.3B
Minimum--
Clients11
TYREE & D'ANGELO PARTNERS MANAGEMENT LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.9B
Minimum--
Clients19
URBAN FINANCIAL ADVISORY CORPORATION
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.3B
Minimum--
Clients965
V-SQUARE QUANTITATIVE MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients22
VALOR EQUITY PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$26.1B
Minimum--
Clients52
VERSATILE CAPITAL MANAGEMENT L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$114M
Minimum--
Clients89
VESTGEN ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.00%
AUM$3.5B
Minimum--
Clients9,800
VESTOR CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients3,472
VICTORY PARK CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.5B
Minimum--
Clients42
VIVALDI CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.6B
Minimum--
Clients8,413
WALTON STREET CAPITAL, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.0B
Minimum--
Clients54
WATER STREET HEALTHCARE PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$7.5B
Minimum--
Clients16
WATERTON INVESTMENT ADVISER, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.5B
Minimum--
Clients16
WAUD CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$4.6B
Minimum--
Clients26
WAVVEST WEALTH
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$745K
Minimum--
Clients13
WAYSTONE ASSET MANAGEMENT (USA) LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$131M
Minimum--
Clients1
WHALE
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$252K
Minimum--
Clients232
WILLIAM BLAIR & COMPANY L.L.C.
Also Compensated via BrokerageTypical Fee--
AUM$58.3B
Minimum--
Clients37,973
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$71.6B
Minimum--
Clients1,047
WIND POINT PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.6B
Minimum--
Clients14
WINONA CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$255M
Minimum--
Clients6
WISHBONE MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$912M
Minimum--
Clients4
WOLF POINT ASSET MANAGEMENT
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$209M
Minimum--
Clients1
WOLVERINE ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.2B
Minimum--
Clients3
WP GLOBAL PARTNERS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$3.1B
Minimum--
Clients54
XA INVESTMENTS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$950M
Minimum--
Clients3
XXI WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$203M
Minimum--
Clients103
YUNISTONE INVESTMENT GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$120M
Minimum--
Clients66
ZACKS INTELLIGENCE LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2
Minimum--
Clients1
ZACKS INVESTMENT MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$12.4B
Minimum--
Clients12,050
ZENDAMENTALS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$161M
Minimum--
Clients1,065
ZUCKERMAN INVESTMENT GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients1,369