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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 | |||||
|---|---|---|---|---|---|---|---|
| KOPERNIK GLOBAL INVESTORS, LLC CRD 168625 | Tampa, FL | Advisory firm LLC | $10.18B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| CHAMPLAIN INVESTMENT PARTNERS, LLC CRD 132474 | Burlington, VT | Advisory firm LLC | $10.18B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SHEPHERD KAPLAN LLC CRD 128244 | Boston, MA | Advisory firm LLC | $10.16B | 24 advisors | A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES | View | |
| MAN SOLUTIONS LLC CRD 157592 | New York, NY | Advisory firm LLC | $10.10B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FOUNDATIONS INVESTMENT ADVISORS LLC CRD 175083 | Phoenix, AZ | Advisory firm LLC | $10.10B | 289 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPENARC CORPORATE ADVISORY, LLC CRD 336837 | Atlanta, GA | Advisory firm LLC | $10.09B | 80 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE INVESTMENT MANAGEMENT US LLC CRD 323617 | New York, NY | Corporate platform LLC | $10.08B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHOATE INVESTMENT ADVISORS CRD 106109 | Boston, MA | Advisory firm LLC | $10.05B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BMO FAMILY OFFICE, LLC CRD 110264 | Chicago, IL | Advisory firm LLC | $9.99B | 75 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AXONIC CAPITAL LLC CRD 159518 | New York, NY | Advisory firm LLC | $9.96B | 36 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AGINCOURT CAPITAL MANAGEMENT, LLC CRD 112096 | Richmond, VA | Corporate platform LLC | $9.95B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| PLANCORP, LLC CRD 106599 | Saint Louis, MO | Advisory firm LLC | $9.94B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELCH & FORBES LLC CRD 115119 | Boston, MA | Advisory firm LLC | $9.90B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| RIVER ROAD ASSET MANAGEMENT, LLC CRD 134918 | Louisville, KY | Corporate platform LLC | $9.85B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| CYNOSURE GROUP, LLC CRD 281399 | Salt Lake City, UT | Corporate platform LLC | $9.85B | 30 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC CRD 124612 | Baltimore, MD | Corporate platform LLC | $9.84B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPIDERROCK ADVISORS, LLC CRD 171992 | Chicago, IL | Advisory firm LLC | $9.83B | 43 advisors | Percentage of AUM | View | |
| IHT WEALTH MANAGEMENT LLC CRD 171481 | Chicago, IL | Advisory firm LLC | $9.80B | 153 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| APELLA WEALTH CRD 171106 | West Hartford, CT | Advisory firm LLC | $9.78B | 93 advisors | Percentage of AUM; FEE FOR FINANCIAL PLANNING SERVICES. | View | |
| WALTON STREET CAPITAL, L.L.C. CRD 147210 | Chicago, IL | Advisory firm LLC | $9.76B | 58 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALTAIR ADVISERS, LLC CRD 120642 | Chicago, IL | Advisory firm LLC | $9.76B | 34 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORVIS MAZARS WEALTH ADVISORS, LLC CRD 110905 | Springfield, MO | Advisory firm LLC | $9.75B | 78 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARTNERS GROUP US MANAGEMENT CLO LLC CRD 293856 | New York, NY | Corporate platform LLC | $9.70B | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| ONE ROCK CAPITAL CRD 160972 | New York, NY | Advisory firm LLC | $9.70B | 50 advisors | Percentage of AUM · Performance-based fees +1 more | View |