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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 | |||||
|---|---|---|---|---|---|---|---|
| SHUFRO, ROSE & CO., LLC CRD 3403 | New York, NY | Advisory firm LLC | $2.46B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| TIFF INVESTMENT MANAGEMENT CRD 156308 | Radnor, PA | Corporate platform LLC | $2.46B | 0 total employees | Percentage of AUM | View | |
| MARTIS CAPITAL MANAGEMENT, LLC CRD 296437 | Washington, DC | Corporate platform LLC | $2.46B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RZH ADVISORS LLC CRD 125696 | Stamford, CT | Advisory firm LLC | $2.45B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAS INVESTMENT PARTNERS, LLC CRD 170071 | Westport, CT | Advisory firm LLC | $2.45B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| JAFFE TILCHIN INVESTMENT PARTNERS, LLC CRD 143608 | Tampa, FL | Advisory firm LLC | $2.45B | 36 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MICHAUD CAPITAL MANAGEMENT LLC CRD 159828 | Denver, CO | Corporate platform LLC | $2.44B | 6 advisors | Fixed fees | View | |
| BLUEARC CAPITAL MANAGEMENT CRD 167233 | Atlanta, GA | Corporate platform LLC | $2.44B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DOMINI IMPACT INVESTMENTS LLC CRD 109505 | New York, NY | Advisory firm LLC | $2.44B | 13 advisors | Percentage of AUM | View | |
| BALANCE POINT CAPITAL ADVISORS, LLC CRD 264789 | Westport, CT | Advisory firm LLC | $2.44B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INFRARED CAPITAL PARTNERS (US) LLC CRD 310401 | New York, NY | Advisory firm LLC | $2.44B | 21 advisors | MANAGEMENT FEE & INVESTMENT FEE | View | |
| LONGITUDE CAPITAL MANAGEMENT CO., LLC CRD 161916 | Menlo Park, CA | Corporate platform LLC | $2.44B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| GRYPHON FINANCIAL PARTNERS CRD 288210 | Columbus, OH | Advisory firm LLC | $2.44B | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRODIGY ASSET MANAGEMENT LLC CRD 106457 | Omaha, NE | Corporate platform LLC | $2.44B | 5 advisors | Percentage of AUM | View | |
| 3650 REIT INVESTMENT MANAGEMENT LLC CRD 286013 | Miami, FL | Corporate platform LLC | $2.43B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| COMVEST ADVISORS LLC CRD 160753 | West Palm Beach, FL | Advisory firm LLC | $2.43B | 128 advisors | Percentage of AUM; Performance-based fees | View | |
| PACELINE EQUITY PARTNERS, LLC CRD 307683 | Dallas, TX | Advisory firm LLC | $2.43B | 37 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| REQUISITE CAPITAL MANAGEMENT LLC CRD 283107 | Dallas, TX | Corporate platform LLC | $2.43B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BOULAY WEALTH CRD 111334 | Eden Prairie, MN | Advisory firm LLC | $2.42B | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ARCHITECTS, LLC CRD 135373 | Mountain View, CA | Advisory firm LLC | $2.42B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORECOMMODITY MANAGEMENT, LLC CRD 135810 | Stamford, CT | Advisory firm LLC | $2.41B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| STERLING INVESTMENT MANAGEMENT CRD 174707 | West Palm Beach, FL | Corporate platform LLC | $2.41B | 48 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOODY, LYNN, LIEBERSON & WALKER, LLC CRD 283549 | Boston, MA | Advisory firm LLC | $2.41B | 8 advisors | Percentage of AUM | View | |
| SENTRY ADVISORS, LLC CRD 174042 | San Francisco, CA | Advisory firm LLC | $2.41B | 4 advisors | Percentage of AUM | View |