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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 | |||||
|---|---|---|---|---|---|---|---|
| PRESTON CAPITAL CRD 328417 | Aliso Viejo, CA | Advisory firm LLC | $1.05B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| DGS CAPITAL MANAGEMENT CRD 281938 | Jersey City, NJ | Corporate platform LLC | $1.05B | 7 advisors | Percentage of AUM | View | |
| CONNELLY CAPITAL MANAGEMENT LLC CRD 324104 | Guaynabo, PR | Corporate platform LLC | $1.05B | 2 advisors | Percentage of AUM; A STATED PERCENTAGE OF TAX SAVINGS. | View | |
| GOLDSTONE FINANCIAL GROUP, LLC CRD 222520 | Oakbrook Terrace, IL | Corporate platform LLC | $1.05B | 13 advisors | Percentage of AUM; Hourly charges | View | |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC CRD 143732 | Hartford, CT | Advisory firm LLC | $1.05B | 0 total employees | Percentage of AUM | View | |
| GR FINANCIAL GROUP, LLC CRD 172370 | Tucson, AZ | Corporate platform LLC | $1.05B | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FAITHWARD ADVISORS, LLC CRD 116978 | Lancaster, PA | Advisory firm LLC | $1.05B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LIBERTY ONE INVESTMENT MANAGEMENT CRD 304290 | Libertyville, IL | Corporate platform LLC | $1.05B | 19 advisors | Percentage of AUM | View | |
| TIMBER BAY PARTNERS, LLC CRD 286653 | Cincinnati, OH | Advisory firm LLC | $1.05B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| POST ROAD GROUP LLC CRD 288459 | Stamford, CT | Corporate platform LLC | $1.05B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | Birmingham, AL | Corporate platform LLC | $1.05B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COYLE CRD 110593 | Glenview, IL | Advisory firm LLC | $1.05B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SITTNER & NELSON, LLC CRD 309757 | Eugene, OR | Advisory firm LLC | $1.05B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QP GLOBAL FAMILY OFFICES, LLC CRD 294879 | Greenwich, CT | Advisory firm LLC | $1.05B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MATAURO, LLC CRD 333038 | New York, NY | Advisory firm LLC | $1.05B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAYOU CITY ENERGY CRD 283269 | Houston, TX | Advisory firm LLC | $1.05B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | Vancouver, WA | Corporate platform LLC | $1.05B | 3 advisors | Percentage of AUM | View | |
| NASSAU PRIVATE CREDIT LLC CRD 300220 | Darien, CT | Advisory firm LLC | $1.05B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MORLING FINANCIAL ADVISORS, LLC CRD 111819 | Fremont, CA | Advisory firm LLC | $1.05B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUONA CAPITAL MANAGEMENT LLC CRD 277131 | Washington, DC | Corporate platform LLC | $1.05B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIDGEPORT FINANCIAL SOLUTIONS CRD 325485 | Phoenix, AZ | Advisory firm LLC | $1.05B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEAVER CONSULTING GROUP, LLC CRD 287895 | Huntington Beach, CA | Corporate platform LLC | $1.05B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HIGH PROBABILITY ADVISORS, LLC CRD 289541 | Pittsford, NY | Advisory firm LLC | $1.05B | 13 advisors | Percentage of AUM | View | |
| WEATHERFORD CAPITAL MANAGEMENT CRD 304514 | Tampa, FL | Corporate platform LLC | $1.05B | 12 advisors | Percentage of AUM; Performance-based fees | View |