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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 | |||||
|---|---|---|---|---|---|---|---|
| MPM BIOIMPACT CRD 148467 | Boston, MA | Advisory firm LLC | $3.56B | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ELEPHANT CRD 282189 | Boston, MA | Advisory firm LLC | $3.56B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| APOLLO MANAGER, LLC CRD 327828 | New York, NY | Advisory firm LLC | $3.56B | 912 advisors | Percentage of AUM; Performance-based fees | View | |
| ETERNA GROWTH PARTNERS CRD 339223 | Boston, MA | Advisory firm LLC | $3.55B | 34 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| RETIREMENT PLAN ADVISORS, LLC CRD 122758 | Chicago, IL | Advisory firm LLC | $3.54B | 47 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONEASCENT FINANCIAL SERVICES LLC CRD 284549 | Birmingham, AL | Advisory firm LLC | $3.54B | 74 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VISIONARY WEALTH ADVISORS, LLC CRD 169610 | St.. Louis, MO | Advisory firm LLC | $3.54B | 51 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILL POINT CAPITAL LLC CRD 290266 | New York, NY | Advisory firm LLC | $3.53B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| BREAKWALL INVESTMENT ADVISOR LLC CRD 328990 | Port Washington, NY | Advisory firm LLC | $3.52B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENWICH WEALTH MANAGEMENT, LLC CRD 142820 | Greenwich, CT | Advisory firm LLC | $3.52B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRYN MAWR TRUST ADVISORS, LLC CRD 285359 | Philadelphia, PA | Advisory firm LLC | $3.51B | 55 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS CRD 137813 | New York, NY | Advisory firm LLC | $3.51B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ANDROS CAPITAL PARTNERS LLC CRD 310641 | Houston, TX | Advisory firm LLC | $3.51B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| STELLUS CAPITAL MANAGEMENT, LLC CRD 160115 | Houston, TX | Corporate platform LLC | $3.51B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDRY GROUP, LLC CRD 159541 | Boulder, CO | Corporate platform LLC | $3.50B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVISOR RESOURCE COUNCIL CRD 164109 | Dallas, TX | Advisory firm LLC | $3.49B | 70 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1607 CAPITAL PARTNERS, LLC CRD 144758 | Richmond, VA | Advisory firm LLC | $3.49B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KATHMERE CAPITAL MANAGEMENT, LLC CRD 305118 | Wayne, PA | Corporate platform LLC | $3.48B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FCP CRD 161468 | Chevy Chase, MD | Advisory firm LLC | $3.48B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBOR INVESTMENTS MANAGEMENT, LLC CRD 157442 | Palm Beach, FL | Advisory firm LLC | $3.48B | 28 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CLOVER CREDIT MANAGEMENT, LLC CRD 307632 | New York, NY | Advisory firm LLC | $3.47B | 408 advisors | Percentage of AUM; Performance-based fees | View | |
| BILTMORE FAMILY OFFICE, LLC CRD 167174 | Charlotte, NC | Advisory firm LLC | $3.47B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| MORTON WEALTH CRD 141250 | Calabasas, CA | Advisory firm LLC | $3.47B | 25 advisors | Percentage of AUM; Fixed fees | View | |
| DONALDSON CAPITAL MANAGEMENT LLC CRD 106131 | Evansville, IN | Corporate platform LLC | $3.46B | 36 advisors | Percentage of AUM; Fixed fees | View |