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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 | |||||
|---|---|---|---|---|---|---|---|
| WINTHROP WEALTH CRD 288178 | Boston, MA | Advisory firm LLC | $3.10B | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EAGLE GLOBAL ADVISORS LLC CRD 107306 | Houston, TX | Advisory firm LLC | $3.10B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SVB WEALTH CRD 172832 | Boston, MA | Advisory firm LLC | $3.10B | 36 advisors | Percentage of AUM; Fixed fees | View | |
| AMPERSAND CAPITAL PARTNERS CRD 161522 | Boston, MA | Advisory firm LLC | $3.09B | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| COOPER CREEK PARTNERS MANAGEMENT LLC CRD 157746 | New York, NY | Advisory firm LLC | $3.09B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKMONT CAPITAL MANAGEMENT, LLC CRD 128939 | Oakmont, PA | Corporate platform LLC | $3.09B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHASIMPLEX GROUP, LLC CRD 128356 | Boston, MA | Corporate platform LLC | $3.09B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| RED DOOR WEALTH MANAGEMENT, LLC CRD 153235 | Memphis, TN | Advisory firm LLC | $3.09B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EFFICIENT ADVISORS CRD 150144 | AL | Advisory firm LLC | $3.08B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| GLENEAGLES INVESTMENT ADVISORS, LLC CRD 312306 | Atlanta, GA | Advisory firm LLC | $3.08B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1900 WEALTH CRD 175346 | San Antonio, TX | Advisory firm LLC | $3.07B | 20 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| DISCIPLINA CAPITAL MANAGEMENT, LLC CRD 167295 | Nashville, TN | Corporate platform LLC | $3.06B | 6 advisors | Percentage of AUM | View | |
| LEUCADIA ASSET MANAGEMENT LLC CRD 121767 | New York, NY | Corporate platform LLC | $3.06B | 18 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| BERKELEY PARTNERS MANAGEMENT, LLC CRD 284163 | Oakland, CA | Advisory firm LLC | $3.06B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| Z CAPITAL GROUP, L.L.C. CRD 159511 | New York, NY | Corporate platform LLC | $3.05B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| CREWE ADVISORS CRD 173920 | Salt Lake City, UT | Advisory firm LLC | $3.05B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CLARIVEST ASSET MANAGEMENT LLC CRD 139785 | San Diego, CA | Corporate platform LLC | $3.05B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| PRP REAL ASSETS ADVISORS, LLC CRD 338178 | Washington, DC | Advisory firm LLC | $3.04B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVANT CAPITAL MANAGEMENT LLC CRD 146025 | Atlanta, GA | Corporate platform LLC | $3.04B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS GROUP MANAGEMENT LLC CRD 168422 | Westport, CT | Corporate platform LLC | $3.04B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OVERLAND ADVISORS, LLC CRD 325525 | New York, NY | Advisory firm LLC | $3.03B | 118 advisors | Percentage of AUM; Performance-based fees | View | |
| GIBSON CAPITAL, LLC CRD 148836 | Wexford, PA | Advisory firm LLC | $3.03B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM GLOBAL INVESTORS CRD 338287 | Dallas, TX | Advisory firm LLC | $3.03B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CARRICK LANE LLC CRD 309148 | New York, NY | Advisory firm LLC | $3.03B | 6 advisors | Percentage of AUM | View |