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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 | |||||
|---|---|---|---|---|---|---|---|
| GOBI CAPITAL LLC CRD 151427 | Beverly Hills, CA | Advisory firm LLC | $2.69B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GENNX360 MANAGEMENT COMPANY, LLC CRD 160331 | New York, NY | Advisory firm LLC | $2.69B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| STADION MONEY MANAGEMENT, LLC CRD 112608 | Watkinsville, GA | Advisory firm LLC | $2.69B | 12 advisors | Percentage of AUM; MINIMUM ACCOUNT FEES IN CONJUNCTION WITH ASSET-BASED FEES | View | |
| PRECISION CAPITAL ADVISORS, LLC CRD 157784 | Greenwich, CT | Advisory firm LLC | $2.69B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MULTICOIN CAPITAL MANAGEMENT, LLC CRD 297302 | Austin, TX | Corporate platform LLC | $2.69B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| W CAPITAL PARTNERS CRD 159408 | New York, NY | Advisory firm LLC | $2.68B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MAIN STREET RESEARCH LLC CRD 114629 | Lakeville, CT | Advisory firm LLC | $2.68B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| CIM CAPITAL, LLC CRD 277038 | Los Angeles, CA | Advisory firm LLC | $2.68B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MARCUS PARTNERS, LLC CRD 161326 | Boston, MA | Advisory firm LLC | $2.68B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| MCADAM LLC CRD 170914 | Radnor, PA | Advisory firm LLC | $2.68B | 138 advisors | Percentage of AUM; Fixed fees | View | |
| INTANDEM CAPITAL PARTNERS, LP CRD 288774 | New York, NY | Advisory firm LLC | $2.68B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| HERON VIEW PARTNERS LLC CRD 105926 | New York, NY | Advisory firm LLC | $2.67B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| PINE VALLEY INVESTMENTS CRD 173995 | Marlton, NJ | Advisory firm LLC | $2.67B | 31 advisors | Percentage of AUM | View | |
| PARALEL ADVISORS LLC CRD 315804 | Denver, CO | Advisory firm LLC | $2.67B | 2 advisors | Percentage of AUM | View | |
| 36 NORTH CAPITAL MANAGEMENT, LLC CRD 317557 | Bentonville, AR | Corporate platform LLC | $2.67B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WINDROSE ADVISORS LLC CRD 152145 | Waltham, MA | Advisory firm LLC | $2.67B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PHILLIPS AND COMPANY ADVISORS LLC CRD 167214 | Portland, OR | Advisory firm LLC | $2.66B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEGACY WEALTH MANAGEMENT, LLC CRD 108619 | Memphis, TN | Advisory firm LLC | $2.66B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| LEXINGTON ADVISORS LLC CRD 107364 | New York, NY | Advisory firm LLC | $2.66B | 165 advisors | Percentage of AUM; Performance-based fees | View | |
| TITLEIST ASSET MANAGEMENT, LLC CRD 323567 | San Antonio, TX | Corporate platform LLC | $2.66B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE INVESTMENT PARTNERS, LLC CRD 111753 | Atlanta, GA | Advisory firm LLC | $2.65B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OSBORNE PARTNERS CRD 108100 | San Francisco, CA | Advisory firm LLC | $2.65B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| TRANSPOSE PLATFORM MANAGEMENT, LLC CRD 287674 | Houston, TX | Advisory firm LLC | $2.65B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FOSTER VICTOR CRD 283656 | Greenville, SC | Advisory firm LLC | $2.64B | 18 advisors | Percentage of AUM; Fixed fees | View |