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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 | |||||
|---|---|---|---|---|---|---|---|
| THREE BELL CAPITAL LLC CRD 159736 | Dallas, TX | Advisory firm LLC | $5.05B | 14 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| NEWPORT GROUP CONSULTING, LLC CRD 140944 | Lake Mary, FL | Corporate platform LLC | $5.05B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MAPLELANE CAPITAL, LLC CRD 159894 | New York, NY | Advisory firm LLC | $5.05B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| DAYMARK WEALTH PARTNERS, LLC CRD 320878 | Cincinnati, OH | Advisory firm LLC | $5.04B | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TFO FAMILY OFFICE PARTNERS CRD 159440 | Phoenix, AZ | Advisory firm LLC | $5.04B | 47 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAIN, WATTERS & ASSOCIATES, LLC CRD 111521 | Frisco, TX | Advisory firm LLC | $5.04B | 86 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLSPRING CAPITAL ADVISORS, LLC CRD 132698 | IL | Advisory firm LLC | $5.03B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERBRIDGE CRD 108074 | Minneapolis, MN | Advisory firm LLC | $5.03B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| COASTAL BRIDGE ADVISORS CRD 152569 | Westport, CT | Advisory firm LLC | $5.02B | 25 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KENNEDY CAPITAL MANAGEMENT CRD 105834 | St. Louis, MO | Corporate platform LLC | $5.02B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| ROCKBRIDGE CAPITAL, LLC CRD 161078 | Columbus, OH | Advisory firm LLC | $5.01B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| STIFEL INDEPENDENT ADVISORS, LLC CRD 28218 | St. Louis, MO | Advisory firm LLC | $5.01B | 132 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MERIDIAN WEALTH MANAGEMENT, LLC CRD 151523 | Lexington, KY | Advisory firm LLC | $4.98B | 59 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JVP MANAGEMENT CRD 313398 | New York, NY | Advisory firm LLC | $4.98B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ATALANTA SOSNOFF CAPITAL, LLC CRD 104880 | New York, NY | Advisory firm LLC | $4.98B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHCOAST ASSET MANAGEMENT LLC CRD 282241 | Stamford, CT | Corporate platform LLC | $4.97B | 28 advisors | Percentage of AUM; REV SHARE W/AFFILIATE FRS AND ELIGIBLE CREDIT & CASH MGMT SOLUTI | View | |
| 20 GATES MANAGEMENT LLC CRD 155480 | New York, NY | Advisory firm LLC | $4.97B | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC CRD 165306 | Columbia, SC | Corporate platform LLC | $4.96B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAMILTON CAPITAL CRD 109116 | Columbus, OH | Advisory firm LLC | $4.94B | 45 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE WEALTH MANAGEMENT, LLC CRD 164666 | Des Peres, MO | Advisory firm LLC | $4.93B | 102 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARYVEST, LLC CRD 134351 | Atlanta, GA | Advisory firm LLC | $4.93B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEUBERGER BERMAN LOAN ADVISERS LLC CRD 285579 | Chicago, IL | Advisory firm LLC | $4.93B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AGF INVESTMENTS CRD 153781 | Boston, MA | Advisory firm LLC | $4.92B | 23 advisors | Percentage of AUM | View | |
| STASH CRD 226550 | New York, NY | Advisory firm LLC | $4.92B | 6 advisors | Percentage of AUM · Subscription fees +1 more | View |