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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
EFFICIENT ADVISORS

CRD 150144

AL

Advisory firm

LLC

$3.08B6 advisorsPercentage of AUM; Fixed feesView
GLENEAGLES INVESTMENT ADVISORS, LLC

CRD 312306

Atlanta, GA

Advisory firm

LLC

$3.08B2 advisorsPercentage of AUM · Hourly charges +1 moreView
PAN CAPITAL MANAGEMENT LP

CRD 336371

Houston, TX

Corporate platform

LP

$3.08B30 advisorsPercentage of AUM; Performance-based feesView
DIVERSIS CAPITAL MANAGEMENT, L.P.

CRD 300773

Los Angeles, CA

Corporate platform

LP

$3.07B21 advisorsPercentage of AUM · Performance-based fees +1 moreView
1900 WEALTH

CRD 175346

San Antonio, TX

Advisory firm

LLC

$3.07B20 advisorsPercentage of AUM · Hourly charges +3 moreView
CINCTIVE CAPITAL MANAGEMENT LP

CRD 304726

New York, NY

Corporate platform

LP

$3.07B42 advisorsPercentage of AUM · Performance-based fees +1 moreView
EMERALD LAKE CAPITAL MANAGEMENT, L.P.

CRD 300395

Santa Monica, CA

Corporate platform

LP

$3.06B14 advisorsPercentage of AUM · Fixed fees +1 moreView
GHP INVESTMENT ADVISORS INC

CRD 107563

Denver, CO

Corporate platform

Corporation

$3.06B22 advisorsPercentage of AUM · Hourly charges +2 moreView
DISCIPLINA CAPITAL MANAGEMENT, LLC

CRD 167295

Nashville, TN

Corporate platform

LLC

$3.06B6 advisorsPercentage of AUMView
LEUCADIA ASSET MANAGEMENT LLC

CRD 121767

New York, NY

Corporate platform

LLC

$3.06B18 advisorsPercentage of AUM · Subscription fees +2 moreView
BERKELEY PARTNERS MANAGEMENT, LLC

CRD 284163

Oakland, CA

Advisory firm

LLC

$3.06B17 advisorsPercentage of AUM; Performance-based feesView
Z CAPITAL GROUP, L.L.C.

CRD 159511

New York, NY

Corporate platform

LLC

$3.05B19 advisorsPercentage of AUM; Performance-based feesView
CREWE ADVISORS

CRD 173920

Salt Lake City, UT

Advisory firm

LLC

$3.05B16 advisorsPercentage of AUM · Hourly charges +2 moreView
GAMUT CAPITAL MANAGEMENT, L.P.

CRD 281091

New York, NY

Corporate platform

LP

$3.05B16 advisorsPercentage of AUM; Performance-based feesView
CLARIVEST ASSET MANAGEMENT LLC

CRD 139785

San Diego, CA

Corporate platform

LLC

$3.05B10 advisorsPercentage of AUM; Performance-based feesView
ANSON FUNDS MANAGEMENT LP

CRD 125109

Dallas, TX

Advisory firm

LP

$3.05B1 advisorsPercentage of AUM; Performance-based feesView
CERTIFIED ADVISORY CORP

CRD 120990

Altamonte Springs, FL

Corporate platform

Corporation

$3.04B20 advisorsPercentage of AUM · Hourly charges +2 moreView
ANTHOS CAPITAL

CRD 165980

Santa Monica, CA

Advisory firm

LP

$3.04B21 advisorsPercentage of AUM · Performance-based fees +1 moreView
PRP REAL ASSETS ADVISORS, LLC

CRD 338178

Washington, DC

Advisory firm

LLC

$3.04B10 advisorsPercentage of AUM; Performance-based feesView
SILVANT CAPITAL MANAGEMENT LLC

CRD 146025

Atlanta, GA

Corporate platform

LLC

$3.04B6 advisorsPercentage of AUM; Performance-based feesView
COMPASS GROUP MANAGEMENT LLC

CRD 168422

Westport, CT

Corporate platform

LLC

$3.04B7 advisorsPercentage of AUM · Fixed fees +1 moreView
PHARMAKON ADVISORS, LP

CRD 161150

New York, NY

Advisory firm

LP

$3.04B9 advisorsPercentage of AUM; Performance-based feesView
JADIAN CAPITAL, LP

CRD 291946

Stamford, CT

Advisory firm

LP

$3.04B12 advisorsPercentage of AUM; Performance-based feesView
OVERLAND ADVISORS, LLC

CRD 325525

New York, NY

Advisory firm

LLC

$3.03B118 advisorsPercentage of AUM; Performance-based feesView
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