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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 | |||||
|---|---|---|---|---|---|---|---|
| BEAR CREEK ASSET MANAGEMENT, LLC CRD 137677 | Denver, CO | Corporate platform LLC | $5.19B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LEADING EDGE INVESTMENT ADVISORS,LLC CRD 136476 | San Francisco, CA | Advisory firm LLC | $5.17B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY ADVISORS, LLC CRD 139830 | Plymouth Meeting, PA | Advisory firm LLC | $5.17B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSIGNEO ADVISORY SERVICES, LLC CRD 282589 | Miami, FL | Advisory firm LLC | $5.16B | 178 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ASSET STRATEGY CONSULTANTS LLC CRD 110800 | Hunt Valley, MD | Advisory firm LLC | $5.16B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JEFFERIES INVESTMENT ADVISERS LLC CRD 325421 | New York, NY | Advisory firm LLC | $5.15B | 107 advisors | Percentage of AUM; Fixed fees | View | |
| HINES CAPITAL ADVISORS LLC CRD 307282 | Houston, TX | Advisory firm LLC | $5.15B | 362 advisors | Percentage of AUM · Commissions +2 more | View | |
| TECTONIC ADVISORS LLC CRD 139713 | Frisco, TX | Advisory firm LLC | $5.14B | 3 advisors | Percentage of AUM | View | |
| STARR PRIVATE EQUITY PARTNERS, LLC CRD 297886 | New York, NY | Advisory firm LLC | $5.12B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CRESCENT REAL ESTATE LLC CRD 158397 | Fort Worth, TX | Advisory firm LLC | $5.11B | 34 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. CRD 160292 | San Francisco, CA | Corporate platform LLC | $5.11B | 72 advisors | Percentage of AUM; Performance-based fees | View | |
| DURATION CAPITAL PARTNERS LLC CRD 329842 | New York, NY | Advisory firm LLC | $5.11B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| WHITE OAK GLOBAL ADVISORS, LLC CRD 149659 | San Francisco, CA | Advisory firm LLC | $5.11B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| GENTER CAPITAL MANAGEMENT CRD 108618 | Los Angeles, CA | Corporate platform LLC | $5.10B | 13 advisors | Percentage of AUM; ONE TIME INITIAL SET-UP FEE OF $250 | View | |
| EVERSOURCE WEALTH ADVISORS, LLC CRD 286340 | Birmingham, AL | Advisory firm LLC | $5.10B | 76 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORAN WEALTH MANAGEMENT, LLC CRD 319208 | Naples, FL | Advisory firm LLC | $5.10B | 40 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALIYA CAPITAL PARTNERS LLC CRD 305988 | Miami, FL | Advisory firm LLC | $5.09B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TAIKO CRD 287792 | Chicago, IL | Advisory firm LLC | $5.09B | 2 advisors | Percentage of AUM | View | |
| INDUS CAPITAL PARTNERS, LLC CRD 133738 | New York, NY | Advisory firm LLC | $5.09B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC CRD 133790 | Wellesley, MA | Advisory firm LLC | $5.09B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PENNINGTON PARTNERS & CO., LLC CRD 282688 | Bethesda, MD | Advisory firm LLC | $5.09B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CARRINGTON CAPITAL MANAGEMENT, LLC CRD 130813 | Old Greenwich, CT | Corporate platform LLC | $5.08B | 32 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TCG CROSSOVER MANAGEMENT, LLC CRD 311718 | Palo Alto, CA | Advisory firm LLC | $5.06B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WELLSPRING FINANCIAL ADVISORS, LLC CRD 143112 | Cleveland, OH | Advisory firm LLC | $5.06B | 11 advisors | Percentage of AUM; Fixed fees | View |