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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
FAIRCOURT PARTNERS, LLC

CRD 295508

Lake Bluff, IL

Advisory firm

LLC

$3.12B4 advisorsPercentage of AUM; Fixed feesView
DISRUPTIVE TECHNOLOGY ADVISERS LLC

CRD 164828

Dallas, TX

Advisory firm

LLC

$3.12B3 advisorsPercentage of AUM · Fixed fees +1 moreView
ROUNDTABLE HEALTHCARE MANAGEMENT, INC

CRD 161235

Lake Forest, IL

Corporate platform

Corporation

$3.12B16 advisorsPercentage of AUM; Performance-based feesView
FIVE ELMS CAPITAL

CRD 163548

Kansas City, MO

Advisory firm

LLC

$3.12B58 advisorsPercentage of AUM; Performance-based feesView
CONVERSANT CAPITAL LLC

CRD 308201

Summit, NJ

Advisory firm

LLC

$3.12B9 advisorsPercentage of AUM; Performance-based feesView
NANTAHALA CAPITAL MANAGEMENT, LLC

CRD 158081

New Canaan, CT

Corporate platform

LLC

$3.11B6 advisorsPercentage of AUM; Performance-based feesView
STALEY CAPITAL ADVISERS INC

CRD 107118

Pittsburgh, PA

Corporate platform

Corporation

$3.11B9 advisorsPercentage of AUMView
SOURCEROCK GROUP LLC

CRD 307575

Denver, CO

Corporate platform

LLC

$3.11B10 advisorsPercentage of AUM; Performance-based feesView
EARNED WEALTH ADVISORS, LLC

CRD 108052

Walnut Creek, CA

Advisory firm

LLC

$3.11B33 advisorsPercentage of AUM · Hourly charges +1 moreView
CONCENTRIC CAPITAL STRATEGIES L.P.

CRD 313057

Stamford, CT

Advisory firm

LP

$3.11B8 advisorsPercentage of AUM · Performance-based fees +1 moreView
BPS CAPITAL MANAGEMENT, INC.

CRD 120006

Bloomington, MN

Corporate platform

Corporation

$3.10B3 advisorsPercentage of AUM · Fixed fees +1 moreView
WINTHROP WEALTH

CRD 288178

Boston, MA

Advisory firm

LLC

$3.10B27 advisorsPercentage of AUM · Hourly charges +2 moreView
WINDJAMMER CAPITAL INVESTORS

CRD 160396

Newport Beach, CA

Advisory firm

LP

$3.10B24 advisorsPercentage of AUM; Performance-based feesView
EAGLE GLOBAL ADVISORS LLC

CRD 107306

Houston, TX

Advisory firm

LLC

$3.10B11 advisorsPercentage of AUM; Performance-based feesView
LOGAN CAPITAL MANAGEMENT, INC.

CRD 108893

Newtown Square, PA

Corporate platform

Corporation

$3.10B15 advisorsPercentage of AUM; Fixed feesView
SVB WEALTH

CRD 172832

Boston, MA

Advisory firm

LLC

$3.10B36 advisorsPercentage of AUM; Fixed feesView
AMPERSAND CAPITAL PARTNERS

CRD 161522

Boston, MA

Advisory firm

LLC

$3.09B33 advisorsPercentage of AUM; Performance-based feesView
CALERA CAPITAL ADVISORS, LP

CRD 158050

San Francisco, CA

Advisory firm

LP

$3.09B15 advisorsPercentage of AUM; Performance-based feesView
COOPER CREEK PARTNERS MANAGEMENT LLC

CRD 157746

New York, NY

Advisory firm

LLC

$3.09B8 advisorsPercentage of AUM; Performance-based feesView
OAKMONT CAPITAL MANAGEMENT, LLC

CRD 128939

Oakmont, PA

Corporate platform

LLC

$3.09B16 advisorsPercentage of AUM; Fixed feesView
ALPHASIMPLEX GROUP, LLC

CRD 128356

Boston, MA

Corporate platform

LLC

$3.09B17 advisorsPercentage of AUM; Performance-based feesView
RED DOOR WEALTH MANAGEMENT, LLC

CRD 153235

Memphis, TN

Advisory firm

LLC

$3.09B10 advisorsPercentage of AUM · Fixed fees +1 moreView
GREYWOLF CAPITAL MANAGEMENT LP

CRD 138715

Purchase, NY

Corporate platform

LP

$3.08B14 advisorsPercentage of AUM; Performance-based feesView
THOMPSON INVESTMENT MANAGEMENT, INC.

CRD 129609

Madison, WI

Corporate platform

Corporation

$3.08B6 advisorsPercentage of AUM; Fixed feesView
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