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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 | |||||
|---|---|---|---|---|---|---|---|
| QUILVEST CAPITAL PARTNERS MANAGEMENT, LLC CRD 175159 | New York, NY | Advisory firm LLC | $4.34B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WATERTON INVESTMENT ADVISER, L.L.C. CRD 285602 | Chicago, IL | Advisory firm LLC | $4.33B | 70 advisors | Fixed fees · Performance-based fees +1 more | View | |
| MORGAN STANLEY | EATON VANCE CLO MANAGER LLC CRD 309263 | New York, NY | Advisory firm LLC | $4.33B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| IWP WEALTH MANAGEMENT LLC CRD 136314 | Denver, CO | Advisory firm LLC | $4.32B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| KESTRA INVESTMENT MANAGEMENT, LLC. CRD 317711 | Austin, TX | Corporate platform LLC | $4.31B | 13 advisors | Percentage of AUM | View | |
| PALLAS CAPITAL ADVISORS, LLC CRD 310327 | Braintree, MA | Advisory firm LLC | $4.31B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW CENTURY ADVISORS, LLC CRD 122478 | Chevy Chase, MD | Advisory firm LLC | $4.31B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRILLIUM ASSET MANAGEMENT CRD 110901 | Boston, MA | Corporate platform LLC | $4.31B | 38 advisors | Percentage of AUM; Fixed fees | View | |
| NICOLET WEALTH MANAGEMENT CRD 283940 | Green Bay, WI | Advisory firm LLC | $4.29B | 45 advisors | Percentage of AUM | View | |
| MACQUARIE WEALTH ADVISERS, LLC CRD 141805 | New York, NY | Advisory firm LLC | $4.29B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| AARON WEALTH ADVISORS CRD 298079 | Chicago, IL | Advisory firm LLC | $4.29B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SAGE MOUNTAIN ADVISORS, LLC CRD 298593 | Atlanta, GA | Advisory firm LLC | $4.29B | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TURTLE CREEK TRUST CRD 140212 | Dallas, TX | Advisory firm LLC | $4.28B | 6 advisors | Percentage of AUM | View | |
| SIMPLICITY WEALTH CRD 300572 | Summit, NJ | Advisory firm LLC | $4.27B | 190 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APOLLO REAL ESTATE FUND ADVISER, LLC CRD 169120 | New York, NY | Advisory firm LLC | $4.27B | 912 advisors | Percentage of AUM | View | |
| MARSICO CAPITAL MANAGEMENT, LLC CRD 109250 | Denver, CO | Corporate platform LLC | $4.26B | 7 advisors | Percentage of AUM | View | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC CRD 111441 | Houston, TX | Corporate platform LLC | $4.25B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CHANNING CAPITAL MANAGEMENT, LLC CRD 128450 | Chicago, IL | Corporate platform LLC | $4.25B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FRANKLIN BSP CAPITAL ADVISER LLC CRD 307684 | New York, NY | Advisory firm LLC | $4.25B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC CRD 137342 | Boston, MA | Corporate platform LLC | $4.23B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| POLARIS GROWTH MANAGEMENT, LLC CRD 297431 | Boston, MA | Advisory firm LLC | $4.22B | 31 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| SCHARF INVESTMENTS, LLC CRD 105508 | Los Gatos, CA | Advisory firm LLC | $4.21B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HALBERT HARGROVE CRD 105515 | Long Beach, CA | Advisory firm LLC | $4.20B | 36 advisors | Percentage of AUM; Fixed fees | View | |
| ELECTRON CAPITAL PARTNERS, LLC CRD 166102 | New York, NY | Advisory firm LLC | $4.20B | 8 advisors | Percentage of AUM; Performance-based fees | View |