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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 | |||||
|---|---|---|---|---|---|---|---|
| JLL PARTNERS, LLC CRD 285186 | New York, NY | Advisory firm LLC | $7.40B | 36 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EVENTIDE ASSET MANAGEMENT, LLC CRD 147110 | Boston, MA | Corporate platform LLC | $7.38B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALLIANT RETIREMENT CONSULTING CRD 167970 | Alpharetta, GA | Advisory firm LLC | $7.37B | 30 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIRST NATIONAL ADVISERS, LLC CRD 277146 | Omaha, NE | Advisory firm LLC | $7.37B | 20 advisors | Percentage of AUM | View | |
| MARINER INDEPENDENT CRD 305418 | Overland Park, KS | Advisory firm LLC | $7.34B | 106 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARVAL CLO MANAGEMENT LLC CRD 298135 | Minneapolis, MN | Advisory firm LLC | $7.30B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DIMENSION CAPITAL MANAGEMENT LLC CRD 109380 | Coral Gables, FL | Corporate platform LLC | $7.29B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CERCANO MANAGEMENT LLC CRD 315897 | Bellevue, WA | Advisory firm LLC | $7.28B | 25 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BADGLEY PHELPS WEALTH MANAGERS CRD 315440 | Seattle, WA | Advisory firm LLC | $7.28B | 26 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PEAK ROCK CAPITAL LLC CRD 165138 | Austin, TX | Advisory firm LLC | $7.28B | 55 advisors | Percentage of AUM; Performance-based fees | View | |
| ANGELES INVESTMENT ADVISORS CRD 110213 | Santa Monica, CA | Advisory firm LLC | $7.27B | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DOMAIN CAPITAL ADVISORS, LLC CRD 110663 | Atlanta, GA | Advisory firm LLC | $7.27B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TOP TIER CAPITAL PARTNERS, LLC CRD 144546 | San Francisco, CA | Advisory firm LLC | $7.27B | 21 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| HOF CAPITAL CRD 287485 | New York, NY | Advisory firm LLC | $7.25B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| RIVERSTONE INVESTMENT GROUP LLC CRD 130849 | New York, NY | Corporate platform LLC | $7.24B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| EVERGREEN CAPITAL MANAGEMENT LLC CRD 104931 | Bellevue, WA | Corporate platform LLC | $7.19B | 26 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BDT & MSD BDC MANAGEMENT, LLC CRD 330624 | New York, NY | Advisory firm LLC | $7.18B | 231 advisors | Percentage of AUM; Performance-based fees | View | |
| GROVESTREET CRD 111497 | Newton, MA | Advisory firm LLC | $7.14B | 7 advisors | Fixed fees · Performance-based fees +2 more | View | |
| CASSADAY & COMPANY, INC. CRD 317672 | Mclean, VA | Advisory firm LLC | $7.14B | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWEEDY, BROWNE COMPANY LLC CRD 6857 | Stamford, CT | Advisory firm LLC | $7.13B | 11 advisors | Percentage of AUM | View | |
| PRAIRIE CAPITAL MANAGEMENT GROUP, LLC CRD 311623 | Kansas City, MO | Corporate platform LLC | $7.13B | 26 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC CRD 285629 | Miami, FL | Corporate platform LLC | $7.10B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CRESTVIEW PARTNERS CRD 157488 | New York, NY | Advisory firm LLC | $7.08B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| TAG ASSOCIATES LLC CRD 116959 | New York, NY | Advisory firm LLC | $7.07B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View |