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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).

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.

FeesReputationProfile
APOLLO INVESTMENT MANAGEMENT, L.P.

CRD 130610

New York, NY

Corporate platform

LP

$3.32B912 advisorsPercentage of AUM; Performance-based feesView
ARIS INVESTING

CRD 325320

Glenview, IL

Advisory firm

LLC

$3.31B7 advisorsPercentage of AUMView
SOVEREIGN INVESTMENT ADVISORS LLC

CRD 149040

Phoenix, AZ

Advisory firm

LLC

$3.31B6 advisorsPercentage of AUM; Fixed feesView
STRATOS INVESTMENT MANAGEMENT, LLC

CRD 283850

Beachwood, OH

Corporate platform

LLC

$3.31B4 advisorsPercentage of AUMView
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD 128591

Pittsburgh, PA

Advisory firm

LP

$3.31B22 advisorsPercentage of AUM · Hourly charges +1 moreView
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED

CRD 106201

Chicago, IL

Corporate platform

Corporation

$3.30B17 advisorsPercentage of AUM; Performance-based feesView
CERTUITY, LLC

CRD 129505

North Palm Beach, FL

Advisory firm

LLC

$3.30B15 advisorsPercentage of AUM · Fixed fees +1 moreView
PRAXIS INVESTMENT MANAGEMENT, INC.

CRD 105675

Goshen, IN

Corporate platform

Corporation

$3.30B5 advisorsPercentage of AUMView
XML FINANCIAL GROUP

CRD 284987

Bethesda, MD

Corporate platform

LLC

$3.30B26 advisorsPercentage of AUM · Hourly charges +1 moreView
SMASH VENTURES MANAGEMENT COMPANY LP

CRD 299799

West Hollywood, CA

Advisory firm

LP

$3.30B12 advisorsPercentage of AUM; Performance-based feesView
EMERALD ADVISERS, LLC

CRD 107496

Leola, PA

Advisory firm

LLC

$3.30B17 advisorsPercentage of AUM; Performance-based feesView
GUARDIAN PARTNERS INC.

CRD 324189

Toronto, Ontario, TX

Corporate platform

Corporation

$3.29B30 advisorsPercentage of AUMView
PATRIA CAPITAL PARTNERS LLP

CRD 144651

Edinburgh, MA

Advisory firm

LLP

$3.29B25 advisorsPercentage of AUM; Performance-based feesView
ATALAN CAPITAL PARTNERS, LP

CRD 226714

New York, NY

Advisory firm

LP

$3.29B5 advisorsPercentage of AUM; Performance-based feesView
INNOVIA WEALTH, LLC

CRD 289913

Grand Rapids, MI

Advisory firm

LLC

$3.29B17 advisorsPercentage of AUM · Hourly charges +2 moreView
KNIGHTSBRIDGE ADVISERS LLC

CRD 111043

Bartlesville, OK

Advisory firm

LLC

$3.29B8 advisorsPercentage of AUM · Fixed fees +1 moreView
FOCUSED INVESTORS LLC

CRD 140010

Los Angeles, CA

Advisory firm

LLC

$3.29B2 advisorsPercentage of AUMView
FORMENTERA PARTNERS LP

CRD 311055

Austin, TX

Advisory firm

LP

$3.29B11 advisorsPercentage of AUM; Performance-based feesView
VERGER CAPITAL MANAGEMENT

CRD 170125

Winston-Salem, NC

Corporate platform

LLC

$3.28B7 advisorsPercentage of AUMView
MUDRICK CAPITAL

CRD 161012

New York, NY

Advisory firm

LP

$3.28B13 advisorsPercentage of AUM; Performance-based feesView
RIDGEWOOD ENERGY CORPORATION

CRD 142136

Houston, TX

Corporate platform

Corporation

$3.28B21 advisorsFixed fees; % OF CAPITAL CONTRIBUTION, WORKING CAPITAL AND/OR DISTRIBUTIONSView
POTOMAC

CRD 105413

Bethesda, MD

Corporate platform

Corporation

$3.28B27 advisorsPercentage of AUMView
CINVEN, INC.

CRD 323534

New York, NY

Corporate platform

Corporation

$3.28B20 advisorsCOSTS FOR ADVISORY SERVICES + AN ADDITIONAL PERCENTAGE OF COSTSView
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

CRD 311926

Greenbrae, CA

Corporate platform

LP

$3.28B6 advisorsPercentage of AUM; PERFORMANCE-BASED ALLOCATIONView
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