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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL COUNSEL LLC CRD 109001 | New York, NY | Advisory firm LLC | $2.87B | 6 advisors | Percentage of AUM | View | |
| CASDIN CAPITAL, LLC CRD 169579 | New York, NY | Advisory firm LLC | $2.87B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ROCKWOOD WEALTH MANAGEMENT, LLC CRD 137481 | New Hope, PA | Advisory firm LLC | $2.87B | 48 advisors | Percentage of AUM; Fixed fees | View | |
| LEEWARD INVESTMENTS CRD 312557 | Boston, MA | Advisory firm LLC | $2.87B | 5 advisors | Percentage of AUM | View | |
| HOLLENCREST CAPITAL MANAGEMENT CRD 46217 | Newport Beach, CA | Corporate platform LLC | $2.87B | 19 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| PARK WEST ASSET MANAGEMENT LLC CRD 157660 | San Francisco, CA | Corporate platform LLC | $2.86B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| WATERS, PARKERSON & CO., LLC CRD 3711 | New Orleans, LA | Advisory firm LLC | $2.86B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BLOCKCHAIN CAPITAL, LLC CRD 283610 | San Francisco, CA | Advisory firm LLC | $2.86B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| VERIS WEALTH PARTNERS, LLC CRD 143588 | Oakland, CA | Advisory firm LLC | $2.86B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORT CAPITAL LLC CRD 206517 | Chicago, IL | Advisory firm LLC | $2.85B | 5 advisors | Percentage of AUM | View | |
| LEGACY KNIGHT MFO, LLC CRD 305927 | Dallas, TX | Advisory firm LLC | $2.85B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MASLOW WEALTH ADVISORS CRD 107722 | Austin, TX | Advisory firm LLC | $2.84B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | Boston, MA | Corporate platform LLC | $2.84B | 0 total employees | Percentage of AUM; Fixed fees | View | |
| EDGEWATER SERVICES, LLC CRD 159926 | Chicago, IL | Advisory firm LLC | $2.84B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| RAITH CAPITAL PARTNERS CRD 166815 | New York, NY | Advisory firm LLC | $2.83B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| QUANTITATIVE SYSTEMATIC STRATEGIES LLC CRD 165895 | St.. Augustine, FL | Advisory firm LLC | $2.83B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MANCHESTER CAPITAL MANAGEMENT LLC CRD 110003 | Manchester, VT | Corporate platform LLC | $2.83B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| EASTERLY INVESTMENT PARTNERS LLC CRD 299607 | Beverly, MA | Advisory firm LLC | $2.83B | 27 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PAMPLONA CAPITAL MANAGEMENT LLC CRD 160860 | New York, NY | Corporate platform LLC | $2.83B | 5 advisors | Percentage of AUM; DISCLOSED IN SCHEDULE D - MISCELLANEOUS | View | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. CRD 138032 | New York, NY | Corporate platform LLC | $2.83B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| TREK FINANCIAL CRD 109376 | Scottsdale, AZ | Advisory firm LLC | $2.82B | 55 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARINER INSTITUTIONAL, LLC CRD 111964 | Winter Park, FL | Advisory firm LLC | $2.82B | 148 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAUFMAN HALL INVESTMENT MANAGEMENT CRD 328876 | Brentwood, TN | Corporate platform LLC | $2.82B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CLOUD CAPITAL ADVISORS LLC CRD 314113 | Washington, DC | Advisory firm LLC | $2.82B | 8 advisors | Percentage of AUM; Performance-based fees | View |