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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 | |||||
|---|---|---|---|---|---|---|---|
| MAYFLOWER ADVISORS CRD 307857 | Boston, MA | Advisory firm LLC | $5.82B | 27 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPECT RIDGE CRD 299594 | New York, NY | Advisory firm LLC | $5.81B | 44 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FAIRMOUNT FUNDS MANAGEMENT LLC CRD 284844 | West Conshohocken, PA | Advisory firm LLC | $5.80B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| THREADLINE WEALTH CRD 108917 | Bellevue, WA | Advisory firm LLC | $5.77B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUCKHEAD CAPITAL MANAGEMENT, LLC CRD 110707 | Atlanta, GA | Corporate platform LLC | $5.76B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OBRA CAPITAL MANAGEMENT, LLC. CRD 155231 | New York, NY | Corporate platform LLC | $5.75B | 84 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| SOLAMERE CAPITAL, LLC CRD 156902 | Boston, MA | Advisory firm LLC | $5.74B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| LASALLE ST. INVESTMENT ADVISORS, L.L.C. CRD 109701 | Elmhurst, IL | Advisory firm LLC | $5.74B | 146 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OASIS INVESTMENT STRATEGIES LLC CRD 152957 | Chicago, IL | Advisory firm LLC | $5.73B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GLADSTONE WEALTH PARTNERS CRD 250787 | Palm Beach Gardens, FL | Advisory firm LLC | $5.68B | 104 advisors | Percentage of AUM; Fixed fees | View | |
| DYNAMIC BETA INVESTMENTS LLC CRD 164972 | Greenwich, CT | Advisory firm LLC | $5.67B | 3 advisors | Percentage of AUM | View | |
| CORTLAND INVESTMENT MANAGEMENT, LLC CRD 299369 | Atlanta, GA | Corporate platform LLC | $5.67B | 88 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| METIS GLOBAL PARTNERS, LLC CRD 167276 | San Diego, CA | Advisory firm LLC | $5.67B | 5 advisors | Percentage of AUM | View | |
| KLINGMAN AND ASSOCIATES, LLC CRD 125618 | New York, NY | Advisory firm LLC | $5.66B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| TFO WEALTH PARTNERS CRD 124407 | Maumee, OH | Advisory firm LLC | $5.66B | 55 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GALLATIN POINT CAPITAL LLC CRD 287716 | Greenwich, CT | Advisory firm LLC | $5.65B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DYNAMIC CRD 151367 | Phoenix, AZ | Advisory firm LLC | $5.64B | 65 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALESCO ADVISORS, LLC, AN ESL COMPANY CRD 339091 | Pittsford, NY | Advisory firm LLC | $5.61B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GENEVA CAPITAL MANAGEMENT LLC CRD 105432 | Milwaukee, WI | Corporate platform LLC | $5.60B | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALLEGHENY FINANCIAL GROUP CRD 104690 | Pittsburgh, PA | Corporate platform LLC | $5.59B | 28 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PLANPILOT CRD 160319 | Chicago, IL | Advisory firm LLC | $5.58B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATOS WEALTH ADVISORS LLC CRD 283816 | Beachwood, OH | Advisory firm LLC | $5.57B | 67 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MADISON REALTY CAPITAL CRD 158988 | New York, NY | Advisory firm LLC | $5.57B | 37 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ANTARCTICA INVESTMENT ADVISORS, LLC CRD 284659 | New York, NY | Advisory firm LLC | $5.57B | 24 advisors | Percentage of AUM · Fixed fees +2 more | View |