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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 | |||||
|---|---|---|---|---|---|---|---|
| 776 MANAGEMENT, LLC CRD 311918 | FL | Advisory firm LLC | $1.35B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MSH CAPITAL ADVISORS LLC CRD 157835 | Scottsdale, AZ | Advisory firm LLC | $1.35B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| COHALO CRD 297315 | UT | Advisory firm LLC | $1.35B | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HILL INVESTMENT GROUP CRD 312052 | St.. Louis, MO | Corporate platform LLC | $1.35B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| THE MILWAUKEE COMPANY CRD 123452 | Thiensville, WI | Advisory firm LLC | $1.35B | 4 advisors | Percentage of AUM | View | |
| STRATEGY CAPITAL LLC CRD 169007 | Los Altos, CA | Advisory firm LLC | $1.34B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| STILLWATER CAPITAL ADVISORS, LLC CRD 149946 | Devon, PA | Advisory firm LLC | $1.34B | 4 advisors | Percentage of AUM | View | |
| EQUITY RESOURCE INVESTMENTS, LLC CRD 161186 | Cambridge, MA | Advisory firm LLC | $1.34B | 21 advisors | Performance-based fees; A PERCENTAGE OF INVESTED CAPITAL | View | |
| WEATHERBIE CAPITAL, LLC CRD 105991 | Boston, MA | Advisory firm LLC | $1.34B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ORANGEWOOD PARTNERS MANAGEMENT LLC CRD 282292 | New York, NY | Advisory firm LLC | $1.34B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC CRD 107638 | Alamo, CA | Corporate platform LLC | $1.34B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERMIRA CREDIT LLC CRD 330996 | San Francisco, CA | Advisory firm LLC | $1.34B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| TALBOT FINANCIAL, LLC CRD 155162 | Bellevue, WA | Advisory firm LLC | $1.34B | 2 advisors | Percentage of AUM | View | |
| PAYNE CAPITAL MANAGEMENT, LLC CRD 147119 | New York, NY | Corporate platform LLC | $1.34B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUADCAP WEALTH MANAGEMENT, LLC CRD 151490 | Frisco, TX | Advisory firm LLC | $1.34B | 18 advisors | Percentage of AUM; Fixed fees | View | |
| CYPRESS WEALTH SERVICES, LLC CRD 288992 | Palm Desert, CA | Advisory firm LLC | $1.34B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUNTER ASSOCIATES LLC CRD 30177 | Pittsburgh, PA | Advisory firm LLC | $1.34B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| ASPEN CAPITAL MANAGEMENT, LLC CRD 119050 | Boise, ID | Corporate platform LLC | $1.34B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| VICTORY FINANCIAL CRD 324943 | Austin, TX | Advisory firm LLC | $1.34B | 47 advisors | Percentage of AUM; Fixed fees | View | |
| SALOMON AND LUDWIN CRD 292456 | Richmond, VA | Advisory firm LLC | $1.34B | 6 advisors | Percentage of AUM | View | |
| INDUSTRIAL OPPORTUNITY PARTNERS, LLC CRD 156994 | Evanston, IL | Advisory firm LLC | $1.34B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| INSPIRE ADVISORS, LLC CRD 300279 | Meridian, ID | Advisory firm LLC | $1.33B | 63 advisors | Percentage of AUM | View | |
| GEOMETRIC WEALTH ADVISORS, LLC CRD 171670 | CA | Advisory firm LLC | $1.33B | 9 advisors | Percentage of AUM | View | |
| EVERMAY WEALTH MANAGEMENT, LLC CRD 149230 | Arlington, VA | Advisory firm LLC | $1.33B | 17 advisors | Percentage of AUM; Fixed fees | View |