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).
43,072 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 | |||||
|---|---|---|---|---|---|---|---|
| KNOX LANE LP CRD 306657 | San Francisco, CA | Advisory firm LP | $3.40B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| GAUGE CAPITAL CRD 169890 | Southlake, TX | Advisory firm LLC | $3.39B | 61 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INVENOMIC CAPITAL MANAGEMENT LP CRD 287617 | Boston, MA | Corporate platform LP | $3.39B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| STENHAM ASSET MANAGEMENT LIMITED CRD 164382 | St.. Peter Port | Corporate platform Corporation | $3.38B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| UPFRONT VENTURES CRD 175144 | Los Angeles, CA | Advisory firm LLC | $3.38B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SEAFARER CAPITAL PARTNERS, LLC CRD 158671 | Larkspur, CA | Advisory firm LLC | $3.38B | 10 advisors | Percentage of AUM | View | |
| SUMERU EQUITY PARTNERS CRD 172955 | San Mateo, CA | Advisory firm LP | $3.37B | 36 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WESTFULLER ADVISORS, LLC CRD 155054 | New York, NY | Advisory firm LLC | $3.37B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| FIVE ARROWS MANAGERS NORTH AMERICA LLC CRD 136191 | Manhattan Beach, CA | Advisory firm LLC | $3.37B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BANNEKER PARTNERS LLC CRD 296624 | San Francisco, CA | Advisory firm LLC | $3.36B | 26 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLONY FAMILY OFFICES, LLC CRD 167017 | Charlotte, NC | Advisory firm LLC | $3.36B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PROPRIUM CAPITAL PARTNERS, L.P. CRD 165441 | Stamford, CT | Advisory firm LP | $3.36B | 27 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NORTH STAR ASSET MANAGEMENT INC CRD 106489 | Neenah, WI | Corporate platform Corporation | $3.35B | 19 advisors | Percentage of AUM | View | |
| STOKES FAMILY OFFICE LLC CRD 300899 | New Orleans, LA | Advisory firm LLC | $3.35B | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SUMMITRY, LLC CRD 128586 | Foster City, CA | Advisory firm LLC | $3.35B | 20 advisors | Percentage of AUM; Fixed fees | View | |
| DUCENTA SQUARED ASSET MANAGEMENT CRD 308920 | El Segundo, CA | Corporate platform LLC | $3.35B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MARBLE CAPITAL LP CRD 285940 | Houston, TX | Advisory firm LP | $3.35B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| WARWICK CAPITAL PARTNERS (US) LP CRD 320777 | Stamford, CT | Advisory firm LP | $3.34B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWSPRING CAPITAL CRD 160608 | Radnor, PA | Advisory firm LLC | $3.34B | 54 advisors | Percentage of AUM; Performance-based fees | View | |
| RECOGNIZE PARTNERS LP CRD 311156 | New York, NY | Advisory firm LP | $3.33B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| RED CEDAR INVESTMENT MANAGEMENT CRD 170939 | Grand Rapids, MI | Corporate platform LLC | $3.33B | 13 advisors | Percentage of AUM | View | |
| LASALLE INVESTMENT MANAGEMENT SECURITIES CRD 111179 | Baltimore, MD | Corporate platform LLC | $3.33B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| MEEDER ASSET MANAGEMENT, INC. CRD 105794 | Dublin, OH | Corporate platform Corporation | $3.33B | 33 advisors | Percentage of AUM; Fixed fees | View | |
| VWH CAPITAL MANAGEMENT, LP CRD 289128 | Dallas, TX | Corporate platform LP | $3.32B | 17 advisors | Percentage of AUM; Performance-based fees | View |