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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 | |||||
|---|---|---|---|---|---|---|---|
| STEELHEAD PARTNERS, LLC CRD 116569 | Seattle, WA | Advisory firm LLC | $2.51B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NEW AGE ALPHA CRD 299011 | Rye, NY | Advisory firm LLC | $2.51B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| RKL PRIVATE WEALTH CRD 122693 | Lancaster, PA | Advisory firm LLC | $2.51B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN STREET FINANCIAL SOLUTIONS, LLC CRD 305834 | Newtown, PA | Advisory firm LLC | $2.51B | 35 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE ELECTRUM GROUP LLC CRD 161407 | New York, NY | Corporate platform LLC | $2.50B | 9 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| OWL VENTURES CRD 172513 | San Francisco, CA | Advisory firm LLC | $2.50B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| KEYSTONE NATIONAL GROUP, LLC CRD 142885 | Salt Lake City, UT | Corporate platform LLC | $2.50B | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| PATIENT CAPITAL MANAGEMENT, LLC CRD 307336 | Baltimore, MD | Corporate platform LLC | $2.50B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SERVE CAPITAL PARTNERS CRD 284027 | Austin, TX | Advisory firm LLC | $2.50B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| METALMARK MANAGEMENT II LLC CRD 132008 | New York, NY | Advisory firm LLC | $2.50B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| PERENNIAL FINANCIAL SERVICES CRD 286477 | Los Angeles, CA | Advisory firm LLC | $2.50B | 39 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHASTAR CAPITAL MANAGEMENT CRD 157423 | Cornelius, NC | Corporate platform LLC | $2.50B | 130 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRVIEW CAPITAL PARTNERS, LLC CRD 161258 | West Hartford, CT | Advisory firm LLC | $2.49B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| WHISTLER CAPITAL PARTNERS LLC CRD 316528 | Nashville, TN | Advisory firm LLC | $2.49B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE WEALTH CRD 289971 | Huntersville, NC | Advisory firm LLC | $2.49B | 50 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CONCURRENT ASSET MANAGEMENT, LLC CRD 330657 | Tampa, FL | Corporate platform LLC | $2.49B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TZP MANAGEMENT ASSOCIATES, LLC CRD 160907 | New York, NY | Advisory firm LLC | $2.49B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| SEIZERT CAPITAL PARTNERS CRD 108954 | Birmingham, MI | Advisory firm LLC | $2.48B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REDWOOD INVESTMENT MANAGEMENT, LLC. CRD 153139 | Scottsdale, AZ | Corporate platform LLC | $2.47B | 5 advisors | Percentage of AUM | View | |
| LVW ADVISORS, LLC CRD 159403 | Pittsford, NY | Advisory firm LLC | $2.47B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REINHART PARTNERS, LLC CRD 106432 | Mequon, WI | Advisory firm LLC | $2.47B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| C-III INVESTMENT MANAGEMENT LLC CRD 156553 | New York, NY | Corporate platform LLC | $2.47B | 30 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALIGN VENTURES CRD 323154 | FL | Advisory firm LLC | $2.46B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OXBOW ADVISORS, LLC CRD 156393 | Austin, TX | Advisory firm LLC | $2.46B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View |