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 | |||||
|---|---|---|---|---|---|---|---|
| ALBANY ROAD REAL ESTATE PARTNERS, LLC CRD 290302 | Dedham, MA | Advisory firm LLC | $1.25B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| NEO IVY CAPITAL MANAGEMENT, LLC CRD 284999 | New York, NY | Corporate platform LLC | $1.24B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TD CAPITAL MANAGEMENT LLC CRD 106125 | Memphis, TN | Corporate platform LLC | $1.24B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILMAN HILL ASSET MANAGEMENT, LLC CRD 143970 | New Canaan, CT | Corporate platform LLC | $1.24B | 5 advisors | Percentage of AUM | View | |
| NORTHWEST FINANCIAL ADVISORS LLC CRD 166769 | Herndon, VA | Advisory firm LLC | $1.24B | 31 advisors | Percentage of AUM; Hourly charges | View | |
| MILLER TABAK ASSET MANAGEMENT CRD 147381 | Matawan, NJ | Corporate platform LLC | $1.24B | 3 advisors | Percentage of AUM | View | |
| ALTERNATIVE CAPITAL FUND MANAGEMENT LLC CRD 311532 | Englewood Cliffs, NJ | Advisory firm LLC | $1.24B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KPP ADVISORY SERVICES LLC CRD 289507 | Louisville, KY | Advisory firm LLC | $1.24B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEAR INVESTMENT MANAGEMENT CRD 174119 | Dallas, TX | Corporate platform LLC | $1.24B | 4 advisors | Percentage of AUM | View | |
| SIVIA CAPITAL PARTNERS, LLC CRD 170413 | Mill Valley, CA | Advisory firm LLC | $1.24B | 2 advisors | Percentage of AUM | View | |
| GE VERNOVA INVESTMENT ADVISERS, LLC CRD 329905 | Stamford, CT | Advisory firm LLC | $1.24B | 9 advisors | Fixed fees; COST/EXPENSE REIMBURSEMENT | View | |
| OPAL WEALTH ADVISORS, LLC CRD 289759 | Jericho, NY | Advisory firm LLC | $1.24B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORBEL CAPITAL PARTNERS CRD 171849 | Los Angeles, CA | Advisory firm LLC | $1.24B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| ARLINGTON FINANCIAL ADVISORS, LLC CRD 283288 | Santa Barbara, CA | Advisory firm LLC | $1.24B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACON LATAM MANAGEMENT, L.L.C. CRD 161535 | Washington, DC | Advisory firm LLC | $1.24B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| AGL US DL MANAGEMENT LLC CRD 331398 | New York, NY | Advisory firm LLC | $1.24B | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| SEVEN GRAND MANAGERS LLC CRD 310026 | Bronxville, NY | Advisory firm LLC | $1.24B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH DIMENSIONS GROUP, LTD. CRD 107618 | Cincinnati, OH | Corporate platform LLC | $1.24B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREAT WATERS FINANCIAL CRD 308215 | Shoreview, MN | Advisory firm LLC | $1.24B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPIRE CAPITAL ADVISORS LLC CRD 298366 | Seattle, WA | Advisory firm LLC | $1.23B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THREE SEASONS WEALTH CRD 326517 | Salt Lake City, UT | Advisory firm LLC | $1.23B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| KEEN WEALTH ADVISORS CRD 170293 | Overland Park, KS | Advisory firm LLC | $1.23B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THEMES MANAGEMENT COMPANY LLC CRD 323861 | Greenwich, CT | Advisory firm LLC | $1.23B | 4 advisors | Percentage of AUM | View | |
| HCM WEALTH ADVISORS CRD 107700 | Cincinnati, OH | Advisory firm LLC | $1.23B | 9 advisors | Percentage of AUM; Fixed fees | View |