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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 | |||||
|---|---|---|---|---|---|---|---|
| FC CAPITAL MANAGEMENT LLC CRD 161220 | Charlotte, NC | Corporate platform LLC | $1.61B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ROTUNDA CAPITAL PARTNERS, LLC CRD 290282 | Bethesda, MD | Advisory firm LLC | $1.61B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SILVERARC CAPITAL MANAGEMENT, LLC CRD 304220 | Boston, MA | Corporate platform LLC | $1.61B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CREATION INVESTMENTS CRD 171581 | Chicago, IL | Advisory firm LLC | $1.60B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| LINDEN GLOBAL STRATEGIES LLC CRD 159667 | New York, NY | Advisory firm LLC | $1.60B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| N.E.W. ADVISORY SERVICES, LLC CRD 290405 | De Pere, WI | Advisory firm LLC | $1.60B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NAVITER WEALTH, LLC CRD 311508 | Little Rock, AR | Advisory firm LLC | $1.60B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CGN ADVISORS, LLC CRD 159359 | Manhattan, KS | Advisory firm LLC | $1.60B | 39 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTA CAPITAL MANAGEMENT LLC CRD 106786 | Salt Lake City, UT | Corporate platform LLC | $1.60B | 12 advisors | Percentage of AUM | View | |
| ACCOLADE ASSET/LIABILITY ADVISORY SERVICES CRD 145635 | Columbus, OH | Advisory firm LLC | $1.60B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TRIBRIDGE PARTNERS FINANCIAL LLC CRD 326489 | Columbia, MD | Advisory firm LLC | $1.60B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC CRD 334213 | New York, NY | Advisory firm LLC | $1.60B | 250 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHA SQUARE GROUP S, LLC CRD 308022 | New York, NY | Corporate platform LLC | $1.60B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC CRD 165689 | Alexandria, VA | Advisory firm LLC | $1.60B | 28 advisors | Percentage of AUM | View | |
| SENTINEL DOME PARTNERS, LLC CRD 172019 | Burlingame, CA | Advisory firm LLC | $1.59B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ROLLINS FINANCIAL ADVISORS, LLC CRD 312921 | Atlanta, GA | Advisory firm LLC | $1.59B | 7 advisors | Percentage of AUM | View | |
| SUNSTONE PARTNERS CRD 305064 | San Mateo, CA | Advisory firm LLC | $1.59B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS ION ADVISORS, LLC CRD 166418 | Conshohocken, PA | Advisory firm LLC | $1.59B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKE HILL CAPITAL MANAGEMENT, LLC CRD 166526 | New York, NY | Corporate platform LLC | $1.58B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HOMESTEAD CAPITAL USA, LLC CRD 281186 | San Francisco, CA | Advisory firm LLC | $1.58B | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KAVAR CAPITAL PARTNERS CRD 311744 | Leawood, KS | Advisory firm LLC | $1.58B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SWEETWATER PRIVATE EQUITY CRD 297613 | Encinitas, CA | Advisory firm LLC | $1.58B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CREDICORP CAPITAL ADVISORS LLC CRD 290081 | Miami, FL | Advisory firm LLC | $1.58B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METAURUS ADVISORS LLC CRD 314425 | Hoboken, NJ | Advisory firm LLC | $1.58B | 5 advisors | Percentage of AUM; Performance-based fees | View |