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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 | |||||
|---|---|---|---|---|---|---|---|
| AVIANCE CAPITAL PARTNERS LLC CRD 146597 | Naples, FL | Advisory firm LLC | $1.13B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TRISPAN (USA) LLC CRD 305501 | New York, NY | Advisory firm LLC | $1.13B | 10 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| INSIGHT WEALTH PARTNERS CRD 153635 | Plano, TX | Advisory firm LLC | $1.12B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADDISON CAPITAL CRD 144853 | Conshohocken, PA | Advisory firm LLC | $1.12B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. CRD 138851 | Akron, OH | Advisory firm LLC | $1.12B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLG LLC CRD 282605 | Long Beach, CA | Advisory firm LLC | $1.12B | 23 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VANTAGE WEALTH MANAGEMENT, LLC CRD 152374 | San Mateo, CA | Advisory firm LLC | $1.12B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY FINANCIAL GROUP, LLC CRD 285681 | San Rafael, CA | Corporate platform LLC | $1.12B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| CADINHA & CO LLC CRD 108135 | Honolulu, HI | Advisory firm LLC | $1.12B | 10 advisors | Percentage of AUM; Hourly charges | View | |
| MARCYPEN CAPITAL PARTNERS LLC CRD 306546 | CA | Advisory firm LLC | $1.12B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MAR VISTA INVESTMENT PARTNERS, LLC CRD 144906 | Los Angeles, CA | Advisory firm LLC | $1.12B | 19 advisors | Percentage of AUM | View | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CRD 134184 | Blue Bell, PA | Advisory firm LLC | $1.12B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADAMSBROWN WEALTH CONSULTANTS LLC CRD 308410 | Wichita, KS | Advisory firm LLC | $1.12B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WITT LAKE ASSET MANAGEMENT LLC CRD 335523 | Stamford, CT | Corporate platform LLC | $1.12B | 1 advisors | Percentage of AUM | View | |
| WEALTHPLAN PARTNERS CRD 305026 | Omaha, NE | Advisory firm LLC | $1.12B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESTEM WEALTH PARTNERS, LLC CRD 324489 | Minnetonka, MN | Advisory firm LLC | $1.12B | 18 advisors | Percentage of AUM; Fixed fees | View | |
| KNIGHTSBRIDGE WEALTH MANAGEMENT CRD 110347 | Newport Beach, CA | Advisory firm LLC | $1.12B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ALDRICH CAPITAL PARTNERS LLC CRD 283127 | Mclean, VA | Advisory firm LLC | $1.12B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDERS FAMILY OFFICE CRD 315653 | Miami, FL | Advisory firm LLC | $1.12B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LYNX INVESTMENT ADVISORY, LLC CRD 111814 | Washington, DC | Advisory firm LLC | $1.11B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SMITH BROTHERS FINANCIAL, LLC CRD 322951 | Glastonbury, CT | Advisory firm LLC | $1.11B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL ADVISORS WEALTH MANAGEMENT CRD 309387 | Yakima, WA | Advisory firm LLC | $1.11B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEARING POINT CAPITAL CRD 332023 | Richfield, MN | Advisory firm LLC | $1.11B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ABRY PARTNERS III, LLC CRD 323712 | Boston, MA | Advisory firm LLC | $1.11B | 59 advisors | Percentage of AUM; Performance-based fees | View |