Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| JACOBI CAPITAL MANAGEMENT, LLC CRD 147663 | Pittston, PA | Corporate platform LLC | $2.64B | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PATRIOT FINANCIAL GROUP, LLC CRD 172470 | Walpole, MA | Corporate platform LLC | $2.64B | 33 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VARIANT INVESTMENTS CRD 289261 | Portland, OR | Advisory firm LLC | $2.64B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| STEADVIEW CAPITAL MANAGEMENT LLC CRD 164661 | San Francisco, CA | Corporate platform LLC | $2.64B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| AJ CAPITAL MANAGEMENT LLC CRD 291880 | Nashville, TN | Corporate platform LLC | $2.64B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| PHILLIPS FINANCIAL CRD 131344 | Fort Wayne, IN | Advisory firm LLC | $2.64B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STEEPROCK CAPITAL CRD 172775 | Greenwich, CT | Advisory firm LLC | $2.63B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| AB BROADLY SYNDICATED LOAN MANAGER LLC CRD 308135 | Nashville, TN | Advisory firm LLC | $2.62B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE PORTFOLIO STRATEGY GROUP, LLC CRD 166593 | White Plains, NY | Corporate platform LLC | $2.62B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POPULAR SECURITIES, LLC CRD 8096 | Hato Rey, PR | Advisory firm LLC | $2.62B | 45 advisors | Percentage of AUM; 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES | View | |
| AVANCE INVESTMENT MANAGEMENT, LLC CRD 310749 | New York, NY | Corporate platform LLC | $2.62B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| QUINN OPPORTUNITY PARTNERS CRD 167470 | Charlottesville, VA | Advisory firm LLC | $2.61B | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ARGOS CAPITAL PARTNERS, LLC CRD 116165 | St.. Louis, MO | Advisory firm LLC | $2.61B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ACROPOLIS INVESTMENT MANAGEMENT CRD 121307 | Chesterfield, MO | Corporate platform LLC | $2.61B | 38 advisors | Percentage of AUM; Fixed fees | View | |
| LL FUNDS CRD 161552 | Philadelphia, PA | Advisory firm LLC | $2.61B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| MOTLEY FOOL ASSET MANAGEMENT CRD 149688 | Alexandria, VA | Corporate platform LLC | $2.60B | 12 advisors | Percentage of AUM | View | |
| TRADITION WEALTH MANAGEMENT LLC CRD 128314 | Edina, MN | Advisory firm LLC | $2.60B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SORA INVESTORS CRD 317257 | Bryn Mawr, PA | Advisory firm LLC | $2.60B | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRAJAN WEALTH, L.L.C. CRD 158847 | Scottsdale, AZ | Advisory firm LLC | $2.60B | 46 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHECCHI CAPITAL ADVISERS, LLC CRD 143478 | Beverly Hills, CA | Advisory firm LLC | $2.59B | 9 advisors | Percentage of AUM | View | |
| S2G INVESTMENTS, LLC CRD 330022 | Chicago, IL | Advisory firm LLC | $2.58B | 55 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EDISON PARTNERS MANAGEMENT, LLC CRD 310951 | Nashville, TN | Advisory firm LLC | $2.58B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ICON WEALTH PARTNERS CRD 319609 | Houston, TX | Advisory firm LLC | $2.58B | 15 advisors | Percentage of AUM; REVENUE SHARING ON CREDIT, CASH, AND INSURANCE SOLUTIONS | View | |
| RENOVUS ASSOCIATES, LLC CRD 314528 | Wayne, PA | Advisory firm LLC | $2.57B | 27 advisors | Percentage of AUM; Performance-based fees | View |