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 | |||||
|---|---|---|---|---|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS CRD 172103 | Grand Rapids, MI | Advisory firm LLC | $1.33B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CWS FINANCIAL ADVISORS LLC CRD 297000 | Kalamazoo, MI | Advisory firm LLC | $1.33B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALLAHAN ADVISORS, LLC CRD 114058 | Houston, TX | Advisory firm LLC | $1.33B | 6 advisors | Percentage of AUM | View | |
| CHADDS FORD WEALTH PARTNERS, LLC CRD 304159 | Chadds Ford, PA | Advisory firm LLC | $1.33B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE COURY FIRM CRD 289145 | Pittsburgh, PA | Advisory firm LLC | $1.32B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLARK ASSET MANAGEMENT, LLC CRD 284480 | CA | Corporate platform LLC | $1.32B | 6 advisors | Fixed fees | View | |
| SECOND LINE CAPITAL, LLC CRD 324386 | Metairie, LA | Advisory firm LLC | $1.32B | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRON GATE GLOBAL ADVISORS CRD 111177 | North Salt Lake, UT | Advisory firm LLC | $1.32B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ALLIE FAMILY OFFICE LLC CRD 307144 | Miami, FL | Advisory firm LLC | $1.32B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| NORTH CASTLE PARTNERS, LLC CRD 158213 | New York, NY | Advisory firm LLC | $1.32B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LIVE OAK PRIVATE WEALTH, LLC CRD 297904 | Wilmington, NC | Advisory firm LLC | $1.32B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARBLE HARBOR INVESTMENT COUNSEL, LLC CRD 138538 | Boston, MA | Advisory firm LLC | $1.32B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WALLINGTON ASSET MANAGEMENT CRD 143360 | Indianapolis, IN | Corporate platform LLC | $1.32B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OTRO CAPITAL CRD 327232 | New York, NY | Advisory firm LLC | $1.32B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SAVOIE CAPITAL LLC CRD 167497 | Chicago, IL | Advisory firm LLC | $1.32B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHEQUERS FINANCIAL MANAGEMENT LLC CRD 175209 | San Francisco, CA | Advisory firm LLC | $1.31B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIRTUE CAPITAL MANAGEMENT, LLC CRD 167816 | Brentwood, TN | Corporate platform LLC | $1.31B | 90 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARNES PETTEY FINANCIAL ADVISORS, LLC CRD 142944 | Clarksdale, MS | Advisory firm LLC | $1.31B | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TOPSAIL WEALTH MANAGEMENT LLC CRD 331098 | Charlotte, NC | Advisory firm LLC | $1.31B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHAMPTON CAPITAL PARTNERS CRD 329072 | Miami, FL | Advisory firm LLC | $1.31B | 12 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OFS CLO MANAGEMENT II, LLC CRD 323411 | Chicago, IL | Advisory firm LLC | $1.31B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIPLEPOINT ADVISERS LLC CRD 168948 | Menlo Park, CA | Advisory firm LLC | $1.31B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| RCM GA MANAGER LLC CRD 331637 | New York, NY | Advisory firm LLC | $1.31B | 19 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PRUDENT INVESTOR ADVISORS, LLC CRD 121922 | Folsom, CA | Advisory firm LLC | $1.30B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |