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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
CARTENNA CAPITAL

CRD 307688

Stamford, CT

Advisory firm

LP

$2.36B7 advisorsPercentage of AUM; Performance-based feesView
NEW 2ND CAPITAL

CRD 292254

New York, NY

Advisory firm

LP

$2.36B12 advisorsPercentage of AUM; CARRIED INTERESTView
STAIRWAY PARTNERS, LLC

CRD 133157

Minneapolis, MN

Advisory firm

LLC

$2.36B4 advisorsPercentage of AUMView
GEMMER ASSET MANAGEMENT LLC

CRD 109034

Walnut Creek, CA

Corporate platform

LLC

$2.36B9 advisorsPercentage of AUMView
CLARET ASSET MANAGEMENT CORP

CRD 110453

Montreal Quebec, CA

Corporate platform

Corporation

$2.36B19 advisorsPercentage of AUM; Performance-based feesView
APOLLO CAPITAL CREDIT ADVISER, LLC

CRD 286485

New York, NY

Advisory firm

LLC

$2.35B912 advisorsPercentage of AUMView
SAND GROVE CAPITAL MANAGEMENT LLP

CRD 284699

London

Corporate platform

LLP

$2.35B9 advisorsPercentage of AUM; Performance-based feesView
IFC ADVISORS LLC

CRD 332157

Los Angeles, CA

Advisory firm

LLC

$2.34B9 advisorsPercentage of AUM; Fixed feesView
FFT WEALTH MANAGEMENT

CRD 151225

Philadelphia, PA

Advisory firm

LLC

$2.34B24 advisorsPercentage of AUM · Fixed fees +1 moreView
SPRUCEVIEW CAPITAL PARTNERS LLC

CRD 171963

Denver, CO

Advisory firm

LLC

$2.34B8 advisorsPercentage of AUM · Fixed fees +1 moreView
AFBI LP

CRD 331428

Miami Beach, FL

Advisory firm

LP

$2.34B11 advisorsPercentage of AUM; Performance-based feesView
BROADRIVER ASSET MANAGEMENT, L.P.

CRD 155792

New York, NY

Corporate platform

LP

$2.34B7 advisorsPercentage of AUM; Performance-based feesView
WITHUM WEALTH MANAGEMENT

CRD 158332

Red Bank, NJ

Advisory firm

LLC

$2.34B11 advisorsPercentage of AUM · Hourly charges +1 moreView
ACTUSRAYPARTNERS LIMITED

CRD 313897

Hong Kong

Advisory firm

Other (specify)

$2.34B19 advisorsPercentage of AUM; Performance-based feesView
EMPROS CAPITAL LLC

CRD 293159

San Francisco, CA

Advisory firm

LLC

$2.34B9 advisorsPercentage of AUM · Fixed fees +2 moreView
KEYSTONE FINANCIAL GROUP, LLC

CRD 170201

Lexington, KY

Corporate platform

LLC

$2.34B33 advisorsPercentage of AUM · Hourly charges +1 moreView
UBS REALTY INVESTORS LLC

CRD 107758

Hartford, CT

Advisory firm

LLC

$2.34B25 advisorsPercentage of AUM · Fixed fees +2 moreView
EVERSIDE CAPITAL PARTNERS

CRD 289799

New York, NY

Advisory firm

LLC

$2.34B12 advisorsPercentage of AUM; Performance-based feesView
BALDWIN WEALTH PARTNERS, LLC

CRD 105343

Marion, MA

Advisory firm

LLC

$2.33B14 advisorsPercentage of AUM · Fixed fees +1 moreView
CIVC PARTNERS

CRD 157330

Chicago, IL

Advisory firm

LP

$2.33B23 advisorsPercentage of AUM; Performance-based feesView
ISAM FUNDS (UK) LIMITED

CRD 307680

London

Advisory firm

Other (specify)

$2.33B44 advisorsPercentage of AUM; Performance-based feesView
ISAM FUNDS (USA) LLC

CRD 307934

Boca Raton, FL

Advisory firm

LLC

$2.33B3 advisorsPercentage of AUM; Performance-based feesView
CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC

CRD 284980

New York, NY

Advisory firm

LLC

$2.33B6 advisorsPercentage of AUM · Performance-based fees +1 moreView
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD 290043

Kansas City, MO

Corporate platform

Corporation

$2.33B105 employeesPercentage of AUMView
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