Search advisors
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.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| PRANA CAPITAL MANAGEMENT LP CRD 287925 | Greenwich, CT | Corporate platform LP | $4.31B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| PALLAS CAPITAL ADVISORS, LLC CRD 310327 | Braintree, MA | Advisory firm LLC | $4.31B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORONATION INTERNATIONAL LIMITED CRD 321999 | London | Corporate platform Corporation | $4.31B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW CENTURY ADVISORS, LLC CRD 122478 | Chevy Chase, MD | Advisory firm LLC | $4.31B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRILLIUM ASSET MANAGEMENT CRD 110901 | Boston, MA | Corporate platform LLC | $4.31B | 38 advisors | Percentage of AUM; Fixed fees | View | |
| THINK INVESTMENTS CRD 169347 | San Francisco, CA | Advisory firm LP | $4.30B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| UNIFI ASSET MANAGEMENT LP CRD 330942 | New York, NY | Corporate platform LP | $4.30B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NICOLET WEALTH MANAGEMENT CRD 283940 | Green Bay, WI | Advisory firm LLC | $4.29B | 45 advisors | Percentage of AUM | View | |
| SAGE FINANCIAL GROUP INC. CRD 116574 | West Conshohocken, PA | Corporate platform Corporation | $4.29B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MACQUARIE WEALTH ADVISERS, LLC CRD 141805 | New York, NY | Advisory firm LLC | $4.29B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| AARON WEALTH ADVISORS CRD 298079 | Chicago, IL | Advisory firm LLC | $4.29B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SAGE MOUNTAIN ADVISORS, LLC CRD 298593 | Atlanta, GA | Advisory firm LLC | $4.29B | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VIBRANT CAPITAL PARTNERS, INC. CRD 148352 | New York, NY | Corporate platform Corporation | $4.28B | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TURTLE CREEK TRUST CRD 140212 | Dallas, TX | Advisory firm LLC | $4.28B | 6 advisors | Percentage of AUM | View | |
| EAST CAPITAL CRD 335426 | Stockholm, CA | Corporate platform Corporation | $4.28B | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SIMPLICITY WEALTH CRD 300572 | Summit, NJ | Advisory firm LLC | $4.27B | 190 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APOLLO REAL ESTATE FUND ADVISER, LLC CRD 169120 | New York, NY | Advisory firm LLC | $4.27B | 912 advisors | Percentage of AUM | View | |
| MARSICO CAPITAL MANAGEMENT, LLC CRD 109250 | Denver, CO | Corporate platform LLC | $4.26B | 7 advisors | Percentage of AUM | View | |
| SIRENIA CAPITAL MANAGEMENT LP CRD 340192 | Miami Beach, FL | Corporate platform LP | $4.26B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BEACON CAPITAL MANAGEMENT, INC. CRD 120641 | Dayton, OH | Corporate platform Corporation | $4.26B | 5 advisors | Percentage of AUM | View | |
| TETRAGON FINANCIAL MANAGEMENT LP CRD 156041 | New York, NY | Advisory firm LP | $4.26B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| HENNESSY ADVISORS, INC. CRD 110770 | Novato, CA | Corporate platform Corporation | $4.25B | 8 advisors | Percentage of AUM | View | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC CRD 111441 | Houston, TX | Corporate platform LLC | $4.25B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CHANNING CAPITAL MANAGEMENT, LLC CRD 128450 | Chicago, IL | Corporate platform LLC | $4.25B | 7 advisors | Percentage of AUM; Performance-based fees | View |