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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
MBL ADVISORS

CRD 305176

Charlotte, NC

Advisory firm

LLC

$1.42B10 advisorsPercentage of AUM; Fixed feesView
PRINCIPAL ADVISED SERVICES

CRD 297324

Des Moines, IA

Advisory firm

LLC

$1.42B230 advisorsPercentage of AUM; Fixed feesView
LFM CAPITAL

CRD 173834

Nashville, TN

Advisory firm

LLC

$1.42B25 advisorsPercentage of AUM; Performance-based feesView
TEKNE CAPITAL MANAGEMENT, LLC

CRD 164648

New York, NY

Corporate platform

LLC

$1.42B9 advisorsPercentage of AUM; Performance-based feesView
REVOLVE WEALTH PARTNERS, LLC

CRD 286643

Hackensack, NJ

Advisory firm

LLC

$1.42B14 advisorsPercentage of AUM; Fixed feesView
ULYSSES MANAGEMENT LLC

CRD 157251

New York, NY

Advisory firm

LLC

$1.42B8 advisorsPercentage of AUM; Performance-based feesView
APIS CAPITAL ADVISORS, LLC

CRD 131200

New York, NY

Advisory firm

LLC

$1.42B6 advisorsPercentage of AUM; Performance-based feesView
FOURSTAR WEALTH ADVISORS, LLC

CRD 169613

Chicago, IL

Advisory firm

LLC

$1.42B37 advisorsPercentage of AUM · Hourly charges +1 moreView
TALLVINE PARTNERS MANAGEMENT LP

CRD 330629

Coral Gables, FL

Advisory firm

LP

$1.42B12 advisorsPercentage of AUM; Performance-based feesView
MASON WELLS, INC.

CRD 173069

Milwaukee, WI

Corporate platform

Corporation

$1.42B20 advisorsPercentage of AUM; Performance-based feesView
TRUEMARK INVESTMENTS

CRD 306600

Chicago, IL

Advisory firm

LLC

$1.42B3 advisorsPercentage of AUMView
VIRTUS ADVISERS, LLC

CRD 168955

Hartford, CT

Advisory firm

LLC

$1.42B7 advisorsPercentage of AUM; Fixed feesView
ANTOLINO WEALTH ADVISORS

CRD 119829

Columbus, OH

Advisory firm

LLC

$1.42B10 advisorsPercentage of AUM · Hourly charges +1 moreView
WATER STREET CAPITAL, INC.

CRD 158133

Jacksonville, FL

Corporate platform

Corporation

$1.42B5 advisorsPercentage of AUM; Performance-based feesView
V-SQUARE QUANTITATIVE MANAGEMENT

CRD 310355

Chicago, IL

Advisory firm

LLC

$1.42B3 advisorsPercentage of AUM; Performance-based feesView
WINGATE WEALTH ADVISORS, INC.

CRD 105012

Lexington, MA

Corporate platform

Corporation

$1.42B15 advisorsPercentage of AUM; Fixed feesView
AB CUSTOM ALTERNATIVE SOLUTIONS LLC

CRD 110879

Nashville, TN

Advisory firm

LLC

$1.42B1 advisorsPercentage of AUM; Performance-based feesView
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC

CRD 105885

Stamford, CT

Corporate platform

LLC

$1.41B6 advisorsPercentage of AUM; Performance-based feesView
DIAMETRIC CAPITAL, LP

CRD 288409

Boston, MA

Advisory firm

Partnership

$1.41B10 advisorsPercentage of AUM; Performance-based feesView
ELION PARTNERS, LLC

CRD 170483

Miami, FL

Advisory firm

LLC

$1.41B16 advisorsPercentage of AUM · Fixed fees +2 moreView
CHAMBERS ENERGY CAPITAL

CRD 155906

Houston, TX

Advisory firm

LP

$1.41B4 advisorsPercentage of AUM; Performance-based feesView
ZBS PARTNERS, LLC

CRD 326727

New York, NY

Advisory firm

LLC

$1.41B4 advisorsPercentage of AUM; Performance-based feesView
SHORECLIFF ASSET MANAGEMENT COMPANY LLC

CRD 324111

Newport Beach, CA

Corporate platform

LLC

$1.41B8 advisorsPercentage of AUMView
IRON POINT PARTNERS, LLC

CRD 157078

Washington, DC

Advisory firm

LLC

$1.41B10 advisorsPercentage of AUM; Performance-based feesView
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