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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 | |||||
|---|---|---|---|---|---|---|---|
| JACKSON HOLE CAPITAL PARTNERS, LLC CRD 285978 | Tulsa, OK | Advisory firm LLC | $1.09B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HOLT CAPITAL PARTNERS, L.P. CRD 117863 | Fort Worth, TX | Advisory firm LLC | $1.09B | 3 advisors | Percentage of AUM; Hourly charges | View | |
| THE JOSEPH GROUP CAPITAL MANAGEMENT CRD 165311 | Columbus, OH | Corporate platform LLC | $1.09B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| SUMMIT PEAK INVESTMENTS, LLC CRD 310099 | TX | Advisory firm LLC | $1.09B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HUNTER CAPITAL MANAGEMENT CRD 309050 | Lombard, IL | Corporate platform LLC | $1.09B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MESON QUANTITATIVE MANAGEMENT LLC CRD 332226 | San Francisco, CA | Advisory firm LLC | $1.09B | 11 advisors | Percentage of AUM | View | |
| MAY RIVER CAPITAL CRD 166007 | Chicago, IL | Advisory firm LLC | $1.09B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RIOT VENTURES MANAGEMENT, LLC CRD 288647 | Venice, CA | Advisory firm LLC | $1.09B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| INTEGRATED INVESTMENT CONSULTANTS, LLC CRD 175299 | Bloomfield Hills, MI | Advisory firm LLC | $1.08B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CW INVESTMENT ADVISERS, LLC CRD 305926 | Los Angeles, CA | Advisory firm LLC | $1.08B | 28 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 5AM VENTURES CRD 160395 | San Francisco, CA | Advisory firm LLC | $1.08B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| LINEWEAVER WEALTH ADVISORS CRD 173310 | Valley View, OH | Advisory firm LLC | $1.08B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KING WEALTH MANAGEMENT GROUP, LLC CRD 159550 | Saratoga Springs, NY | Corporate platform LLC | $1.08B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| AUSTIN WEALTH MANAGEMENT, LLC CRD 172793 | Austin, TX | Advisory firm LLC | $1.08B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| FPL CAPITAL MANAGEMENT, LLC CRD 117499 | Metairie, LA | Corporate platform LLC | $1.08B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TITAN CRD 290111 | New York, NY | Advisory firm LLC | $1.08B | 10 advisors | Percentage of AUM | View | |
| ANZU PARTNERS, LLC CRD 288985 | Tampa, FL | Advisory firm LLC | $1.08B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CORVUS WEALTH ADVISORS LLC CRD 311261 | Templeton, CA | Advisory firm LLC | $1.08B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIM CAPITAL IC MANAGEMENT, LLC CRD 301416 | Los Angeles, CA | Advisory firm LLC | $1.08B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| MARITIME CAPITAL CRD 161112 | New York, NY | Advisory firm LLC | $1.08B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TREBUCHET CONSULTING, LLC CRD 166645 | Pittsburgh, PA | Advisory firm LLC | $1.08B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SV HEALTH INVESTORS, LLC CRD 160933 | Boston, MA | Advisory firm LLC | $1.08B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| FJ CAPITAL MANAGEMENT LLC CRD 158049 | Mclean, VA | Corporate platform LLC | $1.08B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| SUMMIT ASSET MANAGEMENT LLC CRD 109606 | Memphis, TN | Corporate platform LLC | $1.08B | 6 advisors | Percentage of AUM; Hourly charges | View |