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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 | |||||
|---|---|---|---|---|---|---|---|
| FIDELIS INVESTORS, LLC CRD 306920 | Cranford, NJ | Advisory firm LLC | $1.38B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC CRD 110672 | Carmel, CA | Advisory firm LLC | $1.37B | 6 advisors | Percentage of AUM | View | |
| LJI WEALTH MANAGEMENT, LLC CRD 145399 | Indianapolis, IN | Advisory firm LLC | $1.37B | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIARWOOD CHASE MANAGEMENT LLC CRD 170245 | New York, NY | Advisory firm LLC | $1.37B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AGAMERICA LENDING LLC CRD 164866 | Lakeland, FL | Advisory firm LLC | $1.37B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| MORGAN PROPERTIES SPECIAL SITUATIONS II LLC CRD 300795 | Conshohocken, PA | Advisory firm LLC | $1.37B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AFFIANCE FINANCIAL LLC CRD 113200 | St.. Louis Park, MN | Advisory firm LLC | $1.37B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| ARCADIA INVESTMENT PARTNERS CRD 161426 | New York, NY | Advisory firm LLC | $1.37B | 4 advisors | Fixed fees · Performance-based fees +1 more | View | |
| BEIRNE. CRD 167103 | Shelton, CT | Advisory firm LLC | $1.37B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ONYX BRIDGE WEALTH GROUP LLC CRD 306097 | Tarrytown, NY | Corporate platform LLC | $1.37B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE INSTITUTE CRD 127207 | Denver, CO | Advisory firm LLC | $1.37B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK DIAMOND FINANCIAL, LLC CRD 145108 | Lutherville, MD | Advisory firm LLC | $1.37B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXT LEVEL PRIVATE LLC CRD 313247 | Harrison, NY | Advisory firm LLC | $1.37B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| SEAVIEW INVESTMENT MANAGERS LLC CRD 300155 | Coral Gables, FL | Advisory firm LLC | $1.37B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MERIDIAN WEALTH PARTNERS, LLC CRD 287768 | East Norriton, PA | Advisory firm LLC | $1.37B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| MOUNTAIN CAPITAL MANAGEMENT, LLC CRD 281465 | Houston, TX | Corporate platform LLC | $1.37B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DIAPHANUM CRD 310052 | Madrid, FL | Advisory firm LLC | $1.37B | 6 advisors | Percentage of AUM | View | |
| BH CREDIT MANAGEMENT LLC CRD 317505 | Dallas, TX | Advisory firm LLC | $1.37B | 14 advisors | Percentage of AUM | View | |
| HOLLOW BROOK WEALTH MANAGEMENT LLC CRD 145521 | Katonah, NY | Advisory firm LLC | $1.37B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SEASIDE EQUITY PARTNERS CRD 307171 | San Diego, CA | Advisory firm LLC | $1.37B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL ADVISORS, LTD., LLC CRD 153600 | Shaker Heights, OH | Advisory firm LLC | $1.37B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROOSEVELT CAPITAL MANAGEMENT LLC CRD 283217 | Dallas, TX | Corporate platform LLC | $1.37B | 2 advisors | Percentage of AUM | View | |
| SOMA CAPITAL MANAGEMENT LLC CRD 285419 | FL | Corporate platform LLC | $1.37B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MCILRATH & ECK, LLC CRD 145252 | Arlington, WA | Advisory firm LLC | $1.36B | 8 advisors | Percentage of AUM; Fixed fees | View |