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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 | |||||
|---|---|---|---|---|---|---|---|
| NEW REPUBLIC PARTNERS CRD 310907 | Charlotte, NC | Advisory firm LLC | $3.03B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LANDSCAPE CAPITAL MANAGEMENT LLC CRD 165336 | Englewood, NJ | Corporate platform LLC | $3.03B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC GLOBAL ADVISORS, LLC CRD 286019 | Newport Beach, CA | Advisory firm LLC | $3.03B | 10 advisors | Percentage of AUM | View | |
| GLOBALT INVESTMENTS CRD 328039 | Atlanta, GA | Advisory firm LLC | $3.02B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AXS INVESTMENTS LLC CRD 305714 | Port Chester, NY | Advisory firm LLC | $3.02B | 4 advisors | Percentage of AUM | View | |
| SEABURY CAPITAL MANAGEMENT LLC CRD 334999 | New York, NY | Corporate platform LLC | $3.02B | 6 advisors | Percentage of AUM | View | |
| ELM WEALTH CRD 167225 | Philadelphia, PA | Advisory firm LLC | $3.02B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CHESLEY, TAFT & ASSOCIATES, LLC CRD 111578 | Chicago, IL | Advisory firm LLC | $3.01B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| FS GLOBAL ADVISOR, LLC CRD 167620 | Philadelphia, PA | Advisory firm LLC | $3.01B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. CRD 142922 | New York, NY | Advisory firm LLC | $3.01B | 111 advisors | Percentage of AUM; Performance-based fees | View | |
| WP GLOBAL PARTNERS LLC CRD 135689 | Chicago, IL | Advisory firm LLC | $3.01B | 14 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ALLOCATE MANAGEMENT COMPANY, LLC CRD 316814 | Palo Alto, CA | Advisory firm LLC | $3.00B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LARCH CAPITAL PARTNERS LLC CRD 307653 | Miami, FL | Advisory firm LLC | $3.00B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC CRD 311351 | Manhattan Beach, CA | Advisory firm LLC | $2.98B | 33 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FAIRWAY WEALTH MANAGEMENT LLC CRD 311031 | Independence, OH | Advisory firm LLC | $2.98B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NFJ INVESTMENT GROUP, LLC CRD 310902 | Dallas, TX | Corporate platform LLC | $2.98B | 8 advisors | Percentage of AUM | View | |
| IMPACT PARTNERSHIP WEALTH, LLC CRD 313928 | Marietta, GA | Advisory firm LLC | $2.96B | 89 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETERSON PARTNERS CRD 159450 | Salt Lake City, UT | Advisory firm LLC | $2.96B | 27 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CQS (US), LLC CRD 147329 | New York, NY | Advisory firm LLC | $2.96B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CARDIFF PARK ADVISORS CRD 126752 | AZ | Advisory firm LLC | $2.96B | 1 advisors | Hourly charges; Fixed fees | View | |
| SFMG WEALTH ADVISORS CRD 107548 | Plano, TX | Advisory firm LLC | $2.96B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| RESONANT CAPITAL ADVISORS, LLC CRD 298451 | Madison, WI | Advisory firm LLC | $2.96B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARCION PRIVATE WEALTH LLC CRD 305115 | Bellevue, WA | Advisory firm LLC | $2.95B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| BIRCH HILL INVESTMENT ADVISORS LLC CRD 143750 | Boston, MA | Advisory firm LLC | $2.95B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View |