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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 | |||||
|---|---|---|---|---|---|---|---|
| PBMARES WEALTH MANAGEMENT LLC CRD 116218 | Williamsburg, VA | Advisory firm LLC | $1.30B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWAN CAPITAL MANAGEMENT, LLC CRD 164280 | Durango, CO | Corporate platform LLC | $1.30B | 1 advisors | Percentage of AUM | View | |
| PALADIN CAPITAL MANAGEMENT, LLC CRD 122679 | Washington, DC | Corporate platform LLC | $1.30B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| SNOWWATER INVESTMENT PARTNERS, LLC CRD 311790 | NY | Advisory firm LLC | $1.30B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SYNERGY ASSET MANAGEMENT, LLC CRD 117201 | Vancouver, WA | Corporate platform LLC | $1.30B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON CAPITAL PARTNERS, LLC CRD 158137 | Boston, MA | Advisory firm LLC | $1.30B | 26 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. CRD 115220 | Tulsa, OK | Corporate platform LLC | $1.30B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SAGEWIND CAPITAL LLC CRD 288855 | New York, NY | Advisory firm LLC | $1.30B | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CRYSTAL CAPITAL PARTNERS, LLC CRD 146010 | Bay Harbor Islands, FL | Advisory firm LLC | $1.30B | 6 advisors | Percentage of AUM | View | |
| BALDWIN INVESTMENT MANAGEMENT, LLC CRD 108922 | West Conshohocken, PA | Corporate platform LLC | $1.30B | 11 advisors | Percentage of AUM | View | |
| ADVANTAGE CAPITAL CRD 171365 | New Orleans, LA | Advisory firm LLC | $1.29B | 130 advisors | Performance-based fees; PERCENTAGE OF CAPITAL CONTRIBUTED | View | |
| PINNACLE INVESTMENTS, LLC CRD 142910 | East Syracuse, NY | Advisory firm LLC | $1.29B | 55 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIO CAPITAL MANAGEMENT, LLC CRD 165989 | New York, NY | Corporate platform LLC | $1.29B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BIONDO INVESTMENT ADVISORS LLC CRD 130105 | Milford, PA | Advisory firm LLC | $1.29B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STANSBERRY ASSET MANAGEMENT, LLC CRD 282103 | Westlake, TX | Corporate platform LLC | $1.29B | 13 advisors | Percentage of AUM | View | |
| BIP CAPITAL CRD 292983 | Atlanta, GA | Advisory firm LLC | $1.29B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBOR INVESTMENT ADVISORS CRD 111077 | Winston Salem, NC | Advisory firm LLC | $1.29B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ACADEMY ASSET MANAGEMENT CRD 319774 | New York, NY | Corporate platform LLC | $1.29B | 3 advisors | Percentage of AUM | View | |
| WAHED CRD 242793 | New York, NY | Advisory firm LLC | $1.29B | 1 advisors | Percentage of AUM | View | |
| RIZVI TRAVERSE MANAGEMENT, LLC CRD 160733 | West Palm Beach, FL | Advisory firm LLC | $1.29B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TTCP MANAGEMENT SERVICES, LLC CRD 165448 | Bloomington, MN | Advisory firm LLC | $1.28B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NISHKAMA CAPITAL LLC CRD 170322 | PR | Advisory firm LLC | $1.28B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CANAL CAPITAL MANAGEMENT, LLC CRD 164971 | Richmond, VA | Corporate platform LLC | $1.28B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| IBEX WEALTH ADVISORS, LLC CRD 168674 | West Palm Beach, FL | Advisory firm LLC | $1.28B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |