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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 | |||||
|---|---|---|---|---|---|---|---|
| MIRAVAST ASSET MANAGEMENT, LLC CRD 168582 | Newtown, PA | Corporate platform LLC | $1.36B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ONE DAY IN JULY LLC CRD 284335 | Burlington, VT | Advisory firm LLC | $1.36B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| WEATHERGAGE CAPITAL, LLC CRD 156612 | Austin, TX | Advisory firm LLC | $1.36B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CITATION CRD 326828 | Dallas, TX | Advisory firm LLC | $1.36B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 180 WEALTH ADVISORS, LLC CRD 284921 | Federal Way, WA | Advisory firm LLC | $1.36B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NELSON CAPITAL ADVISORS CRD 307706 | ME | Advisory firm LLC | $1.36B | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| HEARTWOOD PARTNERS, LLC CRD 313052 | Norwalk, CT | Advisory firm LLC | $1.36B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SGROI WEALTH ADVISORY GROUP LLC CRD 289764 | West Seneca, NY | Corporate platform LLC | $1.36B | 14 advisors | Percentage of AUM | View | |
| MIDWEST CAPITAL ADVISORS, LLC CRD 125389 | Grand Rapids, MI | Advisory firm LLC | $1.36B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| SYMPHONY FINANCIAL, LTD. CO. CRD 171816 | Houston, TX | Advisory firm LLC | $1.35B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GALVIN, GAUSTAD & STEIN, LLC CRD 153410 | Scottsdale, AZ | Advisory firm LLC | $1.35B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLY BRIDGE GROUP (PE) LLC CRD 315273 | New York, NY | Corporate platform LLC | $1.35B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CHI-RHO FINANCIAL, LLC CRD 138947 | Atlanta, GA | Advisory firm LLC | $1.35B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| HOBE MOUNTAIN CAPITAL MANAGEMENT LLC CRD 338577 | West Palm Beach, FL | Corporate platform LLC | $1.35B | 3 advisors | Percentage of AUM | View | |
| BARLOW WEALTH PARTNERS, LLC CRD 325308 | Louisville, KY | Advisory firm LLC | $1.35B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GALLANT CAPITAL PARTNERS LLC CRD 297344 | Los Angeles, CA | Advisory firm LLC | $1.35B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL INVESTMENT COUNSEL, LLC CRD 328472 | Denver, CO | Advisory firm LLC | $1.35B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| INNOVATUS CAPITAL PARTNERS, LLC CRD 281928 | New York, NY | Advisory firm LLC | $1.35B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| 1315 CAPITAL CRD 175292 | Philadelphia, PA | Advisory firm LLC | $1.35B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FIN CAPITAL CRD 298492 | San Francisco, CA | Advisory firm LLC | $1.35B | 22 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| FIFTH AVENUE FAMILY OFFICE CRD 122448 | Naples, FL | Advisory firm LLC | $1.35B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| INTELLUS ADVISORS, LLC CRD 332883 | Naples, FL | Advisory firm LLC | $1.35B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOISAND FITZGERALD TAMAYO, LLC CRD 109419 | Orlando, FL | Advisory firm LLC | $1.35B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CROSS CREEK ADVISORS, LLC CRD 165803 | Salt Lake City, UT | Advisory firm LLC | $1.35B | 10 advisors | Percentage of AUM; Performance-based fees | View |