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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
L1 CAPITAL GLOBAL INC.

CRD 310223

Miami Beach, FL

Corporate platform

Corporation

$433.6M3 advisorsPercentage of AUM; Performance-based feesView
SANTORI & PETERS

CRD 105978

Canonsburg, PA

Corporate platform

Corporation

$433.5M4 advisorsPercentage of AUM · Hourly charges +1 moreView
ROBINSWOOD FINANCIAL

CRD 143417

Kirkland, WA

Advisory firm

LLC

$433.3M6 advisorsPercentage of AUM · Hourly charges +1 moreView
ALPHACENTRIC ADVISORS LLC

CRD 170679

San Juan, PR

Advisory firm

LLC

$433.1M7 advisorsPercentage of AUMView
BGV VC MANAGEMENT LLC

CRD 298473

Menlo Park, CA

Advisory firm

LLC

$433.0M5 advisorsPercentage of AUM; Performance-based feesView
REGENTS PARK FUNDS, LLC

CRD 284684

Irvine, CA

Advisory firm

LLC

$433.0M4 advisorsPercentage of AUMView
LIGHTSPEED FACTION

CRD 318821

Palo Alto, CA

Advisory firm

LLC

$432.6M6 advisorsPercentage of AUM; Performance-based feesView
LISANTI CAPITAL GROWTH LLC

CRD 130023

New York, NY

Advisory firm

LLC

$432.5M3 advisorsPercentage of AUMView
ENGAGED CAPITAL

CRD 161251

Newport Beach, CA

Advisory firm

LLC

$432.3M6 advisorsPercentage of AUM; Performance-based feesView
TRED AVON FAMILY WEALTH, LLC

CRD 174115

Easton, MD

Advisory firm

LLC

$431.9M2 advisorsPercentage of AUM · Hourly charges +1 moreView
HEITMAN INTERNATIONAL HK LIMITED

CRD 170550

Central Hong Kong

Advisory firm

Other (specify)

$431.9M27 advisorsPercentage of AUM · Fixed fees +2 moreView
ARGENTARII, LLC

CRD 332112

Cincinnati, OH

Advisory firm

LLC

$431.9M5 advisorsPercentage of AUM · Fixed fees +1 moreView
FSB PREMIER WEALTH MANAGEMENT, INC.

CRD 15898

Waterloo, IA

Corporate platform

Corporation

$431.7M10 advisorsPercentage of AUM · Hourly charges +1 moreView
MUSIC ROW WEALTH MANAGEMENT

CRD 288944

Nashville, TN

Advisory firm

LLC

$431.7M4 advisorsPercentage of AUM; Fixed feesView
TRICORD ADVISORS, INC.

CRD 155749

Riverside, CA

Corporate platform

Corporation

$431.5M5 advisorsPercentage of AUM · Hourly charges +1 moreView
INTERMARKET CORPORATION

CRD 161833

New York, NY

Corporate platform

Corporation

$431.5M5 advisorsPercentage of AUM; Performance-based feesView
FOREWORD CAPITAL, LP

CRD 332205

San Francisco, CA

Advisory firm

LP

$431.5M5 advisorsPercentage of AUM; Performance-based feesView
NBZ INVESTMENT ADVISORS, LLC

CRD 123902

Knoxville, TN

Advisory firm

LLC

$431.2M4 advisorsPercentage of AUM · Hourly charges +1 moreView
ETF PORTFOLIO PARTNERS, INC.

CRD 128366

Leawood, KS

Corporate platform

Corporation

$431.1M4 advisorsPercentage of AUMView
PROSPECT FINANCIAL SERVICES LLC

CRD 314154

Melville, NY

Advisory firm

LLC

$431.0M9 advisorsPercentage of AUM; Fixed feesView
REPUBLIC CAPITAL

CRD 316437

New York, NY

Advisory firm

LLC

$430.9M2 advisorsPercentage of AUM; Performance-based feesView
CAUSEY PUBLIC FINANCE

CRD 332123

CA

Advisory firm

LLC

$430.9M2 advisorsPercentage of AUM · Hourly charges +1 moreView
CUTLER CAPITAL MANAGEMENT

CRD 107463

Worcester, MA

Corporate platform

LLC

$430.8M6 advisorsPercentage of AUM · Fixed fees +1 moreView
STEADMONT ADVISORS, LLC

CRD 328882

Birmingham, AL

Advisory firm

LLC

$430.7M4 advisorsPercentage of AUMView
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