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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
KAH CAPITAL MANAGEMENT, LLC

CRD 298287

Mclean, VA

Corporate platform

LLC

$605.3M5 advisorsPercentage of AUM; Performance-based feesView
EAGLE HEALTH INVESTMENTS LP

CRD 309210

Greenwich, CT

Advisory firm

LP

$605.3M6 advisorsPercentage of AUM; Performance-based feesView
ATLAS BROWN

CRD 133408

Louisville, KY

Corporate platform

Corporation

$605.2M6 advisorsPercentage of AUM; Fixed feesView
FAIRVOY PRIVATE WEALTH, LLC

CRD 329636

Birmingham, AL

Advisory firm

LLC

$605.1M6 advisorsPercentage of AUMView
DESTINY FAMILY OFFICE

CRD 338015

Tavares, FL

Advisory firm

LLC

$605.1M7 advisorsPercentage of AUM; Hourly chargesView
INSTITUTIONAL CAPITAL MANAGEMENT, INC.

CRD 108986

CO

Corporate platform

Corporation

$605.0M1 advisorsPercentage of AUM · Hourly charges +1 moreView
PROALTUS USA

CRD 310955

TX

Corporate platform

Corporation

$604.9M4 advisorsPercentage of AUM · Performance-based fees +1 moreView
LAGO ASSET MANAGEMENT

CRD 305631

Chicago, IL

Corporate platform

LLC

$604.9M14 advisorsPercentage of AUM; Performance-based feesView
SAPERE WEALTH MANAGEMENT, LLC

CRD 119598

Matthews, NC

Advisory firm

LLC

$604.8M1 advisorsPercentage of AUM; Fixed feesView
HERITAGE WEALTH ADVISORS

CRD 312545

Cincinnati, OH

Corporate platform

Corporation

$604.7M3 advisorsPercentage of AUM; Fixed feesView
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

CRD 327354

NC

Advisory firm

LLC

$604.3M5 advisorsPercentage of AUM; Hourly chargesView
ACKERMAN CAPITAL MANAGEMENT

CRD 123824

Dallas, TX

Corporate platform

LLC

$604.0M3 advisorsPercentage of AUM · Fixed fees +1 moreView
DEUTERIUM CAPITAL MANAGEMENT, LLC

CRD 294051

Clearwater, FL

Corporate platform

LLC

$603.7M2 advisorsPercentage of AUM · Fixed fees +1 moreView
LONG WALK MANAGEMENT LP

CRD 309271

CT

Advisory firm

LP

$603.6M1 advisorsPercentage of AUM; Performance-based feesView
TUCKER ASSET MANAGEMENT LLC

CRD 174844

Littleton, CO

Corporate platform

LLC

$603.6M69 advisorsPercentage of AUM; Hourly chargesView
CALLODINE CREDIT MANAGEMENT

CRD 313165

Boston, MA

Advisory firm

LLC

$603.0M8 advisorsPercentage of AUM; PERFORMANCE FEES PAID TO AFFIIATED GENERAL PARTNERView
VENDERA MANAGEMENT HOLDINGS, LLC

CRD 175116

Dallas, TX

Corporate platform

LLC

$602.8M10 advisorsPercentage of AUM; Performance-based feesView
AVAII WEALTH MANAGEMENT, LLC

CRD 298165

Appleton, WI

Advisory firm

LLC

$602.8M10 advisorsPercentage of AUM · Hourly charges +1 moreView
ENDEAVOUR CAPITAL ADVISORS INC.

CRD 137689

Greenwich, CT

Corporate platform

Corporation

$602.7M4 advisorsPercentage of AUM; Performance-based feesView
HURRICANE CAPITAL ADVISORS LLC

CRD 314749

New York, NY

Advisory firm

LLC

$602.7M4 advisorsPercentage of AUM · Performance-based fees +1 moreView
INTERGY PRIVATE WEALTH, LLC

CRD 315698

Colorado Springs, CO

Advisory firm

LLC

$602.6M3 advisorsPercentage of AUM · Hourly charges +1 moreView
OWL CREEK WEALTH PARTNERS

CRD 331850

Denver, CO

Advisory firm

LLC

$602.3M2 advisorsPercentage of AUM; Fixed feesView
AGRIGLOBE LAND ADVISORS, LLC

CRD 337868

Fresno, CA

Advisory firm

LLC

$602.2M4 advisorsFixed feesView
BPGC MANAGEMENT LP

CRD 309916

New York, NY

Advisory firm

LP

$601.9M3 advisorsPercentage of AUM; Performance-based feesView
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