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).
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 | |||||
|---|---|---|---|---|---|---|---|
| EQUITY INTERNATIONAL CRD 156961 | Chicago, IL | Advisory firm LLC | $1.40B | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KUDU INVESTMENT HOLDINGS, LLC CRD 174350 | New York, NY | Corporate platform LLC | $1.39B | 7 advisors | Performance-based fees | View | |
| MARIETTA WEALTH MANAGEMENT, LLC CRD 281782 | Marietta, GA | Advisory firm LLC | $1.39B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSPIRION WEALTH ADVISORS, LLC CRD 165174 | Libertyville, IL | Advisory firm LLC | $1.39B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONVIEW CAPITAL MANAGEMENT, LLC CRD 150250 | Conshohocken, PA | Corporate platform LLC | $1.39B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESM MANAGEMENT LLC CRD 150142 | MA | Advisory firm LLC | $1.39B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SYNTEGRA PRIVATE WEALTH GROUP LLC CRD 323180 | Chesterfield, MO | Corporate platform LLC | $1.39B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| PARADICE INVESTMENT MANAGEMENT LLC CRD 164411 | Sydney, CO | Corporate platform LLC | $1.39B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CORRUM CAPITAL MANAGEMENT CRD 168693 | Charlotte, NC | Corporate platform LLC | $1.39B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GOLDEN BELL PARTNERS, LLC CRD 172580 | VA | Advisory firm LLC | $1.39B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DENALI ADVISORS, LLC CRD 110242 | San Diego, CA | Advisory firm LLC | $1.39B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| JOURNEY WEALTH MANAGEMENT CRD 298904 | Cleveland, OH | Advisory firm LLC | $1.39B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC CRD 117868 | CA | Advisory firm LLC | $1.38B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC CRD 165474 | Louisville, KY | Corporate platform LLC | $1.38B | 41 advisors | Percentage of AUM; Hourly charges | View | |
| PRIVATE CLIENT SERVICES, LLC CRD 120222 | Louisville, KY | Advisory firm LLC | $1.38B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B.O.S.S. RETIREMENT ADVISORS, LLC CRD 171143 | Lehi, UT | Advisory firm LLC | $1.38B | 49 advisors | Fixed fees; REFERRAL FEES | View | |
| RECURRENT INVESTMENT ADVISORS LLC CRD 288694 | Houston, TX | Advisory firm LLC | $1.38B | 6 advisors | Percentage of AUM | View | |
| LEVEL FOUR CAPITAL MANAGEMENT CRD 304792 | Dallas, TX | Corporate platform LLC | $1.38B | 8 advisors | Percentage of AUM | View | |
| CASCADE FINANCIAL PARTNERS, LLC CRD 326620 | San Diego, CA | Advisory firm LLC | $1.38B | 6 advisors | Percentage of AUM | View | |
| SHEPHERD FINANCIAL PARTNERS, LLC CRD 169093 | Winchester, MA | Advisory firm LLC | $1.38B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANDI, LLC CRD 330112 | Kansas City, MO | Advisory firm LLC | $1.38B | 7 advisors | Hourly charges; Fixed fees | View | |
| SG CAPITAL MANAGEMENT LLC CRD 134471 | Chicago, IL | Corporate platform LLC | $1.38B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MEOW ADVISORY, LLC CRD 321099 | CA | Advisory firm LLC | $1.38B | 1 advisors | Percentage of AUM | View | |
| ENHANCED HEALTHCARE MANAGEMENT COMPANY CRD 157622 | Santa Monica, CA | Advisory firm LLC | $1.38B | 15 advisors | Percentage of AUM; Performance-based fees | View |