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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 | |||||
|---|---|---|---|---|---|---|---|
| SANDHILL INVESTMENT MANAGEMENT CRD 129800 | Buffalo, NY | Corporate platform LLC | $2.40B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EFS ADVISORS CRD 115211 | Cambridge, MN | Advisory firm LLC | $2.40B | 52 advisors | Percentage of AUM; Hourly charges | View | |
| ALATUS CAPITAL LLC CRD 281625 | Geneva | Advisory firm LLC | $2.40B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| STONEBRIDGE FINANCIAL GROUP, LLC CRD 337972 | St.. Louis, MO | Corporate platform LLC | $2.40B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEARD CAPITAL LLC CRD 297176 | Chicago, IL | Advisory firm LLC | $2.40B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FBB CAPITAL PARTNERS CRD 108967 | Bethesda, MD | Advisory firm LLC | $2.39B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC CRD 149124 | Raleigh, NC | Advisory firm LLC | $2.39B | 87 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWSQUARE CAPITAL, LLC CRD 152430 | Newtown Square, PA | Advisory firm LLC | $2.39B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TSCHETTER GROUP CRD 301548 | Bellevue, WA | Corporate platform LLC | $2.39B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIGITAL ALPHA ADVISORS, LLC CRD 286351 | Henderson, NV | Advisory firm LLC | $2.39B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PRELUDE CAPITAL MANAGEMENT, LLC CRD 158105 | New York, NY | Corporate platform LLC | $2.39B | 11 advisors | Fixed fees; Performance-based fees | View | |
| RATSON ADVISORY LLC CRD 330091 | New York, NY | Advisory firm LLC | $2.39B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SWAN GLOBAL INVESTMENTS, LLC CRD 114669 | Durango, CO | Advisory firm LLC | $2.39B | 5 advisors | Percentage of AUM | View | |
| SWAN GLOBAL MANAGEMENT CRD 173621 | Humacao, PR | Advisory firm LLC | $2.39B | 3 advisors | Percentage of AUM | View | |
| ONE RIVER ASSET MANAGEMENT, LLC CRD 167835 | Stamford, CT | Corporate platform LLC | $2.39B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| YELLOW WOOD PARTNERS CRD 161062 | Boston, MA | Advisory firm LLC | $2.38B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| WADDELL & ASSOCIATES, LLC CRD 283723 | Memphis, TN | Advisory firm LLC | $2.38B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STRIVE ASSET MANAGEMENT CRD 322039 | Dallas, TX | Corporate platform LLC | $2.38B | 3 advisors | Percentage of AUM | View | |
| ANCHOR CAPITAL ADVISORS LLC CRD 105540 | Boston, MA | Advisory firm LLC | $2.37B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENDANA CAPITAL CRD 165555 | San Francisco, CA | Advisory firm LLC | $2.37B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WHITMAN/PETERSON, LLC CRD 296087 | Westlake Village, CA | Advisory firm LLC | $2.37B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANAHAN INVESTMENT MANAGEMENT LLC CRD 107745 | Waltham, MA | Corporate platform LLC | $2.36B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| STAIRWAY PARTNERS, LLC CRD 133157 | Minneapolis, MN | Advisory firm LLC | $2.36B | 4 advisors | Percentage of AUM | View | |
| GEMMER ASSET MANAGEMENT LLC CRD 109034 | Walnut Creek, CA | Corporate platform LLC | $2.36B | 9 advisors | Percentage of AUM | View |