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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Limited liability companies — the most common structure for independent RIAs.
29,502 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| PLATFORM TECHNOLOGY PARTNERS CRD 305602 | Locust Valley, NY | Advisory firm LLC | $1.23B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRE PARTNERS MANAGEMENT LLC CRD 109534 | New York, NY | Advisory firm LLC | $1.23B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| QTRON INVESTMENTS LLC CRD 285608 | Boston, MA | Advisory firm LLC | $1.23B | 4 advisors | Percentage of AUM | View | |
| HARVEY PARTNERS, LLC CRD 160681 | Tarrytown, NY | Advisory firm LLC | $1.23B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SLATER INVESTMENTS LIMITED CRD 327135 | London | Advisory firm LLC | $1.23B | 4 advisors | Percentage of AUM | View | |
| PCIM REALTY ADVISORS, LLC CRD 313281 | Addison, TX | Advisory firm LLC | $1.22B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DECISIONPOINT FINANCIAL, LLC CRD 296988 | Mesa, AZ | Advisory firm LLC | $1.22B | 14 advisors | Percentage of AUM; Hourly charges | View | |
| PRELUDE GROWTH PARTNERS CRD 293249 | New York, NY | Advisory firm LLC | $1.22B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| PREMIER PATH WEALTH PARTNERS, LLC CRD 325300 | Madison, NJ | Advisory firm LLC | $1.22B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKWAY WEALTH MANAGEMENT GROUP, LLC CRD 333971 | Plano, TX | Corporate platform LLC | $1.22B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| MOUNTAIN POINT CREDIT MANAGEMENT LLC CRD 330615 | Greenwich, CT | Advisory firm LLC | $1.22B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FOURTHSTONE LLC CRD 169067 | St.. Louis, MO | Advisory firm LLC | $1.22B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WELLSPRING FINANCIAL PARTNERS CRD 158872 | Tucson, AZ | Advisory firm LLC | $1.22B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEMENT POINTE FAMILY OFFICE CRD 282750 | Miami, FL | Advisory firm LLC | $1.22B | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| WATER ISLAND CAPITAL, LLC CRD 113358 | New York, NY | Advisory firm LLC | $1.22B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SANFORD C. BERNSTEIN & CO., LLC CRD 104474 | Nashville, TN | Advisory firm LLC | $1.22B | 0 total employees | Percentage of AUM · Subscription fees +4 more | View | |
| ICAPITAL REGISTERED FUND ADVISER LLC CRD 310587 | New York, NY | Advisory firm LLC | $1.22B | 21 advisors | Percentage of AUM | View | |
| PALMER SQUARE BDC ADVISOR LLC CRD 306742 | Mission Woods, KS | Advisory firm LLC | $1.22B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| PARTHENON LLC CRD 107794 | Louisville, KY | Advisory firm LLC | $1.22B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WYNKOOP LLC CRD 150018 | Greenwood Village, CO | Advisory firm LLC | $1.22B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTMENT ADVISORY GROUP LLC CRD 109445 | Sarasota, FL | Corporate platform LLC | $1.22B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEASONS OF ADVICE WEALTH MANAGEMENT CRD 310448 | New York, NY | Advisory firm LLC | $1.22B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SNAPDRAGON CAPITAL PARTNERS LLC CRD 297989 | CT | Advisory firm LLC | $1.22B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DE GROOTE FINANCIAL GROUP, LLC CRD 168178 | Thousand Oaks, CA | Corporate platform LLC | $1.22B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |