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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.

FeesReputationProfile
CORNELL CAPITAL

CRD 226779

New York, NY

Advisory firm

LLC

$5.38B19 advisorsPercentage of AUM; Performance-based feesView
FROST INVESTMENT ADVISORS, LLC

CRD 146148

San Antonio, TX

Advisory firm

LLC

$5.36B31 advisorsPercentage of AUM; PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEESView
WESTERN WEALTH MANAGEMENT LLC

CRD 283545

Golden, CO

Advisory firm

LLC

$5.36B95 advisorsPercentage of AUM · Hourly charges +1 moreView
DAVID VAUGHAN INVESTMENTS, LLC

CRD 105990

Peoria, IL

Advisory firm

LLC

$5.33B48 advisorsPercentage of AUM; Fixed feesView
ARENA CAPITAL ADVISORS

CRD 170313

Los Angeles, CA

Advisory firm

LLC

$5.33B9 advisorsPercentage of AUM · Fixed fees +1 moreView
FAMILY MANAGE LLC

CRD 104951

New York, NY

Advisory firm

LLC

$5.31B23 advisorsPercentage of AUM; Fixed feesView
FLEXSTONE PARTNERS, LLC

CRD 147353

New York, NY

Advisory firm

LLC

$5.30B9 advisorsPercentage of AUM; Performance-based feesView
BIP WEALTH, LLC

CRD 143208

Atlanta, GA

Advisory firm

LLC

$5.29B48 advisorsPercentage of AUM; Fixed feesView
ALERA INVESTMENT ADVISORS, LLC

CRD 287906

Deerfield, IL

Advisory firm

LLC

$5.29B67 advisorsPercentage of AUM · Hourly charges +1 moreView
REHMANN WEALTH

CRD 123047

Lansing, MI

Advisory firm

LLC

$5.27B39 advisorsPercentage of AUM · Hourly charges +2 moreView
PROFICIO CAPITAL PARTNERS LLC

CRD 269931

Newton, MA

Advisory firm

LLC

$5.27B11 advisorsPercentage of AUM · Fixed fees +1 moreView
ALUMINA INVESTMENT MANAGEMENT

CRD 164273

Charlotte, NC

Corporate platform

LLC

$5.26B2 advisorsFixed feesView
MHR FUND MANAGEMENT LLC

CRD 157212

New York, NY

Advisory firm

LLC

$5.26B13 advisorsPercentage of AUM · Performance-based fees +1 moreView
ZAIS GROUP

CRD 108371

Holmdel, NJ

Corporate platform

LLC

$5.26B19 advisorsPercentage of AUM · Performance-based fees +1 moreView
VENTURE VISIONARY PARTNERS LLC

CRD 304237

Sylvania, OH

Advisory firm

LLC

$5.24B18 advisorsPercentage of AUM · Hourly charges +1 moreView
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

CRD 163427

New York, NY

Corporate platform

LLC

$5.24B4 advisorsPercentage of AUM; Performance-based feesView
STANDARD INVESTMENTS LLC

CRD 160843

New York, NY

Advisory firm

LLC

$5.22B26 advisorsPercentage of AUM; PERFORMANCE BASED ALLOCATIONView
LOVELL MINNICK

CRD 156494

Radnor, PA

Advisory firm

LLC

$5.21B23 advisorsPercentage of AUM · Performance-based fees +1 moreView
TWIN BRIDGE CAPITAL PARTNERS, LLC

CRD 160403

Chicago, IL

Advisory firm

LLC

$5.20B22 advisorsPercentage of AUM; Performance-based feesView
GENTRUST

CRD 158369

Miami, FL

Advisory firm

LLC

$5.20B18 advisorsPercentage of AUM · Fixed fees +1 moreView
PROFUND ADVISORS LLC

CRD 109585

Bethesda, MD

Advisory firm

LLC

$5.20B35 advisorsPercentage of AUMView
KRILOGY

CRD 149046

St.. Louis, MO

Advisory firm

LLC

$5.20B65 advisorsPercentage of AUM · Hourly charges +1 moreView
DEXTRA PARTNERS

CRD 321820

New York, NY

Advisory firm

LLC

$5.19B18 advisorsPercentage of AUM · Performance-based fees +1 moreView
PAINE SCHWARTZ PARTNERS, LLC

CRD 157551

New York, NY

Advisory firm

LLC

$5.19B30 advisorsPercentage of AUM; Performance-based feesView
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