Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| GERBER/TAYLOR MANAGEMENT LLC CRD 109319 | Memphis, TN | Advisory firm LLC | $11.42B | 19 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AB PRIVATE CREDIT INVESTORS LLC CRD 173027 | Austin, TX | Advisory firm LLC | $11.36B | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT CRD 285366 | Oakland, CA | Advisory firm LLC | $11.35B | 5 advisors | Percentage of AUM; Hourly charges | View | |
| PT ASSET MANAGEMENT, LLC CRD 107619 | Chicago, IL | Corporate platform LLC | $11.35B | 16 advisors | Percentage of AUM | View | |
| HECK CAPITAL ADVISORS, LLC CRD 143848 | Rhinelander, WI | Advisory firm LLC | $11.31B | 24 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PERIGON WEALTH MANAGEMENT, LLC CRD 131037 | San Francisco, CA | Advisory firm LLC | $11.29B | 92 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUGGENHEIM CORPORATE FUNDING, LLC CRD 300895 | New York, NY | Advisory firm LLC | $11.29B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| CHRISTOFFERSON, ROBB & COMPANY CRD 121299 | New York, NY | Advisory firm LLC | $11.27B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUEBRIDGE CAPITAL PARTNERS CRD 155425 | Chapel Hill, NC | Advisory firm LLC | $11.24B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW MOUNTAIN FINANCE ADVISERS, L.L.C. CRD 155493 | New York, NY | Advisory firm LLC | $11.23B | 45 advisors | Percentage of AUM; Performance-based fees | View | |
| FERMAT CAPITAL MANAGEMENT, LLC CRD 134099 | Westport, CT | Corporate platform LLC | $11.14B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| STONE POINT CREDIT ADVISER LLC CRD 310377 | Greenwich, CT | Advisory firm LLC | $11.13B | 64 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BNY MELLON ETF INVESTMENT ADVISER, LLC CRD 306148 | Boston, MA | Advisory firm LLC | $11.10B | 2 advisors | Percentage of AUM | View | |
| PURE FINANCIAL ADVISORS, LLC CRD 144316 | San Diego, CA | Advisory firm LLC | $11.05B | 76 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET PRESERVATION ADVISORS, LLC CRD 106741 | Atlanta, GA | Advisory firm LLC | $11.05B | 20 advisors | Percentage of AUM; Fixed fees | View | |
| REDWOOD CAPITAL MANAGEMENT, LLC CRD 158243 | New York, NY | Corporate platform LLC | $10.96B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| MODERN WEALTH MANAGEMENT, LLC CRD 324624 | Kansas City, MO | Advisory firm LLC | $10.90B | 102 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHEPHERD KAPLAN KROCHUK, LLC CRD 127304 | Boston, MA | Advisory firm LLC | $10.88B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| NGP CRD 160729 | Dallas, TX | Advisory firm LLC | $10.88B | 31 advisors | Percentage of AUM; Performance-based fees | View | |
| REALTERM CRD 322689 | Annapolis, MD | Advisory firm LLC | $10.87B | 109 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HGGC, LLC CRD 145684 | Palo Alto, CA | Advisory firm LLC | $10.84B | 39 advisors | Percentage of AUM · CARRIED INTEREST +1 more | View | |
| LOOP CAPITAL ASSET MANAGEMENT CRD 149280 | Miami, FL | Corporate platform LLC | $10.81B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CRD 106256 | Radnor, PA | Corporate platform LLC | $10.80B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| ACR ALPINE CAPITAL RESEARCH, LLC CRD 110933 | St.. Louis, MO | Advisory firm LLC | $10.79B | 11 advisors | Percentage of AUM; Performance-based fees | View |