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 | |||||
|---|---|---|---|---|---|---|---|
| IGP INDUSTRIES, LLC CRD 157214 | San Francisco, CA | Advisory firm LLC | $1.85B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| TIDE CYCLE RESOURCES LLC CRD 330698 | Portsmouth, NH | Advisory firm LLC | $1.85B | 2 advisors | Percentage of AUM | View | |
| GRANITE INVESTMENT PARTNERS, LLC CRD 150632 | El Segundo, CA | Advisory firm LLC | $1.84B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| RIA ADVISORS CRD 150661 | Houston, TX | Advisory firm LLC | $1.84B | 16 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| KANAWHA CAPITAL MANAGEMENT, LLC CRD 118458 | Richmond, VA | Corporate platform LLC | $1.84B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LIGHTBAY CAPITAL CRD 288432 | Los Angeles, CA | Advisory firm LLC | $1.84B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| ROCKBRIDGE INVESTMENT MANAGEMENT, LLC CRD 115754 | Syracuse, NY | Corporate platform LLC | $1.84B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVER OAK SERVICES PARTNERS,LLC CRD 160904 | Evanston, IL | Advisory firm LLC | $1.84B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| COALESCE CAPITAL MANAGEMENT LLC CRD 324179 | New York, NY | Corporate platform LLC | $1.83B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | King Of Prussia, PA | Corporate platform LLC | $1.83B | 37 advisors | Percentage of AUM · Hourly charges +5 more | View | |
| A&M PRIVATE WEALTH PARTNERS, LLC CRD 331478 | West Palm Beach, FL | Advisory firm LLC | $1.83B | 23 advisors | Percentage of AUM; Fixed fees | View | |
| THE MOLPUS WOODLANDS GROUP, LLC CRD 114575 | Ridgeland, MS | Corporate platform LLC | $1.83B | 18 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ARISTOTLE CAPITAL BOSTON, LLC CRD 173198 | Boston, MA | Advisory firm LLC | $1.83B | 8 advisors | Percentage of AUM | View | |
| CLOVERLAY INVESTMENT MANAGEMENT, LLC CRD 277170 | Conshohocken, PA | Corporate platform LLC | $1.83B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BERMAN MCALEER CRD 332906 | Timonium, MD | Advisory firm LLC | $1.82B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CACTI ASSET MANAGEMENT, LLC CRD 156131 | GA | Corporate platform LLC | $1.82B | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HEITMAN REAL ESTATE SECURITIES LLC CRD 107134 | Chicago, IL | Advisory firm LLC | $1.82B | 43 advisors | Percentage of AUM; Performance-based fees | View | |
| RIDGEWOOD INFRASTRUCTURE CRD 291736 | New York, NY | Advisory firm LLC | $1.82B | 15 advisors | % OF CAPITAL COMMITMENTS; WORKING CAPITAL | View | |
| C2 PRIVATE WEALTH CRD 151501 | Novi, MI | Advisory firm LLC | $1.82B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CION INVESTMENT MANAGEMENT, LLC CRD 160386 | New York, NY | Corporate platform LLC | $1.81B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| CRESCENT CAP ADVISORS, LLC CRD 175430 | Los Angeles, CA | Advisory firm LLC | $1.81B | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| NOVA INFRASTRUCTURE MANAGEMENT, LLC CRD 304510 | New York, NY | Advisory firm LLC | $1.81B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| ARGENTIC CRD 289502 | New York, NY | Advisory firm LLC | $1.81B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GDS WEALTH MANAGEMENT CRD 315934 | Flower Mound, TX | Advisory firm LLC | $1.81B | 22 advisors | Percentage of AUM | View |