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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 | |||||
|---|---|---|---|---|---|---|---|
| ODYSSEY INVESTMENT PARTNERS, LLC CRD 160990 | New York, NY | Advisory firm LLC | $7.85B | 30 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INGALLS & SNYDER LLC CRD 2288 | New York, NY | Advisory firm LLC | $7.83B | 50 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HARBERT FUND ADVISORS, LLC CRD 110577 | Birmingham, AL | Advisory firm LLC | $7.82B | 62 advisors | Percentage of AUM; Performance-based fees | View | |
| GUGGENHEIM FUNDS DISTRIBUTORS, LLC CRD 39805 | Chicago, IL | Advisory firm LLC | $7.80B | 8 advisors | Percentage of AUM; INDEX LICENSING FEE | View | |
| FIFTH THIRD WEALTH ADVISORS LLC CRD 313015 | Cincinnati, OH | Advisory firm LLC | $7.80B | 58 advisors | Percentage of AUM; Fixed fees | View | |
| ELMTREE FUNDS, LLC CRD 338940 | St.. Louis, MO | Advisory firm LLC | $7.77B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| QUID CAPITAL GROUP HOLDINGS, LLC CRD 297179 | Santa Monica, CA | Corporate platform LLC | $7.76B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FRAZIER HEALTHCARE PARTNERS CRD 157324 | Seattle, WA | Advisory firm LLC | $7.72B | 76 advisors | Percentage of AUM; Performance-based fees | View | |
| ONESEVEN CRD 283087 | Beachwood, OH | Advisory firm LLC | $7.72B | 95 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RITHOLTZ WEALTH MANAGEMENT CRD 168652 | New York, NY | Advisory firm LLC | $7.70B | 48 advisors | Percentage of AUM; Fixed fees | View | |
| CORSAIR CAPITAL LLC CRD 137887 | New York, NY | Advisory firm LLC | $7.68B | 24 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HBKS WEALTH ADVISORS CRD 112139 | Erie, PA | Advisory firm LLC | $7.66B | 73 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCMORGAN & COMPANY LLC CRD 115060 | San Francisco, CA | Advisory firm LLC | $7.61B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BELPOINTE ASSET MANAGEMENT LLC CRD 143440 | Reno, NV | Corporate platform LLC | $7.58B | 151 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DSM CAPITAL PARTNERS CRD 113609 | Palm Beach Gardens, FL | Advisory firm LLC | $7.56B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGHBRIDGE CAPITAL MANAGEMENT, LLC CRD 134776 | New York, NY | Corporate platform LLC | $7.55B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CARNEGIE INVESTMENT COUNSEL CRD 150488 | Pepper Pike, OH | Advisory firm LLC | $7.51B | 39 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSTERWEIS CAPITAL MANAGEMENT CRD 109580 | San Francisco, CA | Corporate platform LLC | $7.50B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| WATER STREET HEALTHCARE PARTNERS, LLC CRD 156694 | Chicago, IL | Advisory firm LLC | $7.49B | 38 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHICAGO PARTNERS INVESTMENT GROUP LLC CRD 147662 | Chicago, IL | Corporate platform LLC | $7.47B | 38 advisors | Percentage of AUM; Fixed fees | View | |
| HAYS FINANCIAL GROUP, LLC CRD 306877 | Minneapolis, MN | Corporate platform LLC | $7.45B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUDSON HOUSING CAPITAL LLC CRD 161240 | New York, NY | Advisory firm LLC | $7.44B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WESTCAP MANAGEMENT, LLC CRD 301822 | San Francisco, CA | Advisory firm LLC | $7.44B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| GRAMERCY FUNDS MANAGEMENT LLC CRD 152209 | West Palm Beach, FL | Advisory firm LLC | $7.42B | 32 advisors | Percentage of AUM; Performance-based fees | View |