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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
SKYLANDS CAPITAL, LLC

CRD 131183

Milwaukee, WI

Advisory firm

LLC

$746.5M4 advisorsPercentage of AUM; Performance-based feesView
TILLMAN HARTLEY LLC

CRD 109479

Denver, CO

Advisory firm

LLC

$746.3M3 advisorsPercentage of AUM; Fixed feesView
DERBY LANE

CRD 334739

New York, NY

Advisory firm

LP

$746.3M9 advisorsPercentage of AUM; Performance-based feesView
SUMMIT INVESTMENT ADVISORY SERVICES

CRD 168594

Roseville, MN

Advisory firm

LLC

$745.8M8 advisorsPercentage of AUM · Hourly charges +1 moreView
RUNNING POINT CAPITAL ADVISORS LLC

CRD 306275

El Segundo, CA

Advisory firm

LLC

$745.6M6 advisorsPercentage of AUM · Hourly charges +1 moreView
SEAMOUNT FINANCIAL GROUP INC

CRD 107834

Colorado Springs, CO

Corporate platform

Corporation

$745.2M6 advisorsPercentage of AUM · Hourly charges +1 moreView
BEACON GLOBAL ADVISOR NETWORK, LLC

CRD 288833

Atlanta, GA

Advisory firm

LLC

$745.1M61 advisorsPercentage of AUM · Hourly charges +2 moreView
CAMPBELL DEEGAN FINANCIAL

CRD 293020

Richmond, VA

Advisory firm

LLC

$745.1M3 advisorsPercentage of AUM; Fixed feesView
FIREBIRD MANAGEMENT

CRD 136559

New York, NY

Advisory firm

LLC

$745.0M4 advisorsPercentage of AUM; Performance-based feesView
PINEY LAKE CAPITAL MANAGEMENT LP

CRD 290404

Greenwich, CT

Corporate platform

LP

$744.9M11 advisorsPercentage of AUM; Performance-based feesView
TREMBLANT CAPITAL GROUP

CRD 138743

West Palm Beach, FL

Corporate platform

LP

$744.6M10 advisorsPercentage of AUM; Performance-based feesView
CUREWELL CAPITAL MANAGEMENT, LLC

CRD 318142

Los Angeles, CA

Corporate platform

LLC

$744.3M7 advisorsPercentage of AUM; Performance-based feesView
CARR FINANCIAL GROUP

CRD 317321

Worcester, MA

Corporate platform

Corporation

$744.2M7 advisorsPercentage of AUM; Fixed feesView
OLD FARM PARTNERS LP

CRD 283573

New York, NY

Advisory firm

LP

$744.2M2 advisorsPercentage of AUM; Performance-based feesView
AEGIS WEALTH

CRD 134429

Bethesda, MD

Advisory firm

LLC

$744.1M6 advisorsPercentage of AUM; Fixed feesView
JOHN E. SESTINA AND COMPANY

CRD 108634

Columbus, OH

Corporate platform

Corporation

$744.0M12 advisorsPercentage of AUM; Fixed feesView
OFS CLO MANAGEMENT, LLC

CRD 288373

Chicago, IL

Advisory firm

LLC

$743.9M23 advisorsPercentage of AUM; Performance-based feesView
KENDALL CAPITAL MANAGEMENT

CRD 134740

Rockville, MD

Corporate platform

Corporation

$743.9M7 advisorsPercentage of AUM; Fixed feesView
ELEMENT WEALTH, LLC

CRD 114968

Ridgeland, MS

Advisory firm

LLC

$743.7M9 advisorsPercentage of AUM · Fixed fees +1 moreView
INTERCHANGE CAPITAL PARTNERS

CRD 309314

Pittsburgh, PA

Advisory firm

LLC

$743.6M7 advisorsPercentage of AUM · Fixed fees +2 moreView
SCIENS WATER

CRD 299986

New York, NY

Advisory firm

LLC

$743.5M9 advisorsPercentage of AUM · Performance-based fees +1 moreView
QUAD PARTNERS LLC

CRD 160097

New York, NY

Advisory firm

LLC

$743.4M10 advisorsPercentage of AUM · Performance-based fees +1 moreView
WAYSTONE ASSET MANAGEMENT (USA) LLC

CRD 315393

Chicago, IL

Corporate platform

LLC

$742.6M4 advisorsPercentage of AUM; Fixed feesView
SENSIBLE MONEY, LLC

CRD 158641

Scottsdale, AZ

Advisory firm

LLC

$742.5M8 advisorsPercentage of AUM; Fixed feesView
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