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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).
Limited liability companies — the most common structure for independent RIAs.
29,502 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 | |||||
|---|---|---|---|---|---|---|---|
| PORTSIDE WEALTH GROUP, LLC CRD 325175 | Provo, UT | Corporate platform LLC | $1.43B | 47 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK CITY INVESTMENT CONSULTING CRD 162220 | Wake Forest, NC | Advisory firm LLC | $1.43B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SANDERSON WEALTH MANAGEMENT, LLC CRD 118910 | Buffalo, NY | Advisory firm LLC | $1.43B | 11 advisors | Percentage of AUM | View | |
| SLW MANAGEMENT COMPANY CRD 329215 | San Francisco, CA | Advisory firm LLC | $1.43B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| O'BRIEN-STALEY PARTNERS CRD 169245 | Edina, MN | Advisory firm LLC | $1.43B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE PRIVATE WEALTH ADVISORS, LLC CRD 164947 | Salem, OR | Advisory firm LLC | $1.43B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITED ADVISOR GROUP CRD 324205 | Cincinnati, OH | Corporate platform LLC | $1.43B | 51 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KRYGER CAPITAL LLC CRD 318571 | Hamilton | Advisory firm LLC | $1.43B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LARSON CAPITAL MANAGEMENT, LLC CRD 301971 | Chesterfield, MO | Corporate platform LLC | $1.43B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MBL ADVISORS CRD 305176 | Charlotte, NC | Advisory firm LLC | $1.42B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PRINCIPAL ADVISED SERVICES CRD 297324 | Des Moines, IA | Advisory firm LLC | $1.42B | 230 advisors | Percentage of AUM; Fixed fees | View | |
| LFM CAPITAL CRD 173834 | Nashville, TN | Advisory firm LLC | $1.42B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| TEKNE CAPITAL MANAGEMENT, LLC CRD 164648 | New York, NY | Corporate platform LLC | $1.42B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| REVOLVE WEALTH PARTNERS, LLC CRD 286643 | Hackensack, NJ | Advisory firm LLC | $1.42B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| ULYSSES MANAGEMENT LLC CRD 157251 | New York, NY | Advisory firm LLC | $1.42B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| APIS CAPITAL ADVISORS, LLC CRD 131200 | New York, NY | Advisory firm LLC | $1.42B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FOURSTAR WEALTH ADVISORS, LLC CRD 169613 | Chicago, IL | Advisory firm LLC | $1.42B | 37 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUEMARK INVESTMENTS CRD 306600 | Chicago, IL | Advisory firm LLC | $1.42B | 3 advisors | Percentage of AUM | View | |
| VIRTUS ADVISERS, LLC CRD 168955 | Hartford, CT | Advisory firm LLC | $1.42B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ANTOLINO WEALTH ADVISORS CRD 119829 | Columbus, OH | Advisory firm LLC | $1.42B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| V-SQUARE QUANTITATIVE MANAGEMENT CRD 310355 | Chicago, IL | Advisory firm LLC | $1.42B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AB CUSTOM ALTERNATIVE SOLUTIONS LLC CRD 110879 | Nashville, TN | Advisory firm LLC | $1.42B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC CRD 105885 | Stamford, CT | Corporate platform LLC | $1.41B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ELION PARTNERS, LLC CRD 170483 | Miami, FL | Advisory firm LLC | $1.41B | 16 advisors | Percentage of AUM · Fixed fees +2 more | View |