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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 | |||||
|---|---|---|---|---|---|---|---|
| NEWSPRING CAPITAL CRD 160608 | Radnor, PA | Advisory firm LLC | $3.34B | 54 advisors | Percentage of AUM; Performance-based fees | View | |
| RED CEDAR INVESTMENT MANAGEMENT CRD 170939 | Grand Rapids, MI | Corporate platform LLC | $3.33B | 13 advisors | Percentage of AUM | View | |
| LASALLE INVESTMENT MANAGEMENT SECURITIES CRD 111179 | Baltimore, MD | Corporate platform LLC | $3.33B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| ARIS INVESTING CRD 325320 | Glenview, IL | Advisory firm LLC | $3.31B | 7 advisors | Percentage of AUM | View | |
| SOVEREIGN INVESTMENT ADVISORS LLC CRD 149040 | Phoenix, AZ | Advisory firm LLC | $3.31B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| STRATOS INVESTMENT MANAGEMENT, LLC CRD 283850 | Beachwood, OH | Corporate platform LLC | $3.31B | 4 advisors | Percentage of AUM | View | |
| CERTUITY, LLC CRD 129505 | North Palm Beach, FL | Advisory firm LLC | $3.30B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| XML FINANCIAL GROUP CRD 284987 | Bethesda, MD | Corporate platform LLC | $3.30B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERALD ADVISERS, LLC CRD 107496 | Leola, PA | Advisory firm LLC | $3.30B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| INNOVIA WEALTH, LLC CRD 289913 | Grand Rapids, MI | Advisory firm LLC | $3.29B | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KNIGHTSBRIDGE ADVISERS LLC CRD 111043 | Bartlesville, OK | Advisory firm LLC | $3.29B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FOCUSED INVESTORS LLC CRD 140010 | Los Angeles, CA | Advisory firm LLC | $3.29B | 2 advisors | Percentage of AUM | View | |
| VERGER CAPITAL MANAGEMENT CRD 170125 | Winston-Salem, NC | Corporate platform LLC | $3.28B | 7 advisors | Percentage of AUM | View | |
| GLASFUNDS, LLC CRD 150884 | Cleveland, OH | Advisory firm LLC | $3.28B | 5 advisors | Percentage of AUM | View | |
| BASEPOINT ADVISORS LLC CRD 316715 | New York, NY | Advisory firm LLC | $3.27B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FALCON INVESTMENT ADVISORS, LLC CRD 161548 | Boston, MA | Advisory firm LLC | $3.27B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| RUBINBROWN ADVISORS LLC CRD 116909 | St.. Louis, MO | Advisory firm LLC | $3.27B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YORK CAPITAL MANAGEMENT CRD 140336 | New York, NY | Corporate platform LLC | $3.26B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PFG ADVISORS CRD 173344 | Phoenix, AZ | Advisory firm LLC | $3.26B | 86 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SBB RESEARCH GROUP LLC CRD 161109 | Northbrook, IL | Corporate platform LLC | $3.26B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BLBB ADVISORS CRD 139096 | Montgomeryville, PA | Advisory firm LLC | $3.26B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MONOGRAPH WEALTH ADVISORS, LLC CRD 173949 | Manhattan Beach, CA | Advisory firm LLC | $3.25B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STEPSTONE GROUP PRIVATE DEBT LLC CRD 323711 | La Jolla, CA | Corporate platform LLC | $3.25B | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| ADVOCACY WEALTH MANAGEMENT, LLC CRD 141943 | Atlanta, GA | Advisory firm LLC | $3.24B | 26 advisors | Percentage of AUM | View |