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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 | |||||
|---|---|---|---|---|---|---|---|
| THREE BRIDGE WEALTH ADVISORS CRD 150460 | Los Altos, CA | Advisory firm LLC | $1.05B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARBLE WEALTH, LLC CRD 335291 | Montgomery, AL | Advisory firm LLC | $1.05B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PARAGON FINANCIAL ADVISORS CRD 143721 | College Station, TX | Advisory firm LLC | $1.05B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| RPG INVESTMENT ADVISORY, LLC CRD 172173 | Pleasanton, CA | Advisory firm LLC | $1.04B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIFC INVESTMENT MANAGEMENT LLC CRD 107050 | Miami, FL | Corporate platform LLC | $1.04B | 89 advisors | Percentage of AUM; Performance-based fees | View | |
| FITZROY INVESTMENT ADVISORS LLC CRD 174342 | Aventura, FL | Advisory firm LLC | $1.04B | 8 advisors | Percentage of AUM | View | |
| STELAC CAPITAL PARTNERS LLC CRD 163081 | New York, NY | Advisory firm LLC | $1.04B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ESP INVESTMENT ADVISORS LLC CRD 298553 | Dallas, TX | Advisory firm LLC | $1.04B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| RED OAK FINANCIAL GROUP CRD 166912 | Towson, MD | Corporate platform LLC | $1.04B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LS BDC ADVISER, LLC CRD 313799 | Miami, FL | Advisory firm LLC | $1.04B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| ARGOS WEALTH ADVISORS LLC CRD 144481 | CA | Advisory firm LLC | $1.04B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHALEROCK POINT PARTNERS, LLC CRD 140781 | West Palm Beach, FL | Advisory firm LLC | $1.04B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PENINSULA CAPITAL PARTNERS, L.L.C. CRD 157354 | Southfield, MI | Advisory firm LLC | $1.04B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| FORT SHERIDAN ADVISORS LLC CRD 151139 | Highland Park, IL | Advisory firm LLC | $1.03B | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BERYL CAPITAL MANAGEMENT, LLC CRD 269959 | Redondo Beach, CA | Corporate platform LLC | $1.03B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GOULD ASSET MANAGEMENT LLC CRD 113098 | Claremont, CA | Corporate platform LLC | $1.03B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STERLING INVESTMENT COUNSEL, LLC CRD 282624 | Buffalo, NY | Advisory firm LLC | $1.03B | 8 advisors | Percentage of AUM | View | |
| BAY POINT ADVISORS, LLC CRD 286050 | Atlanta, GA | Advisory firm LLC | $1.03B | 29 advisors | Percentage of AUM; Performance-based fees | View | |
| NELLORE CAPITAL MANAGEMENT LLC CRD 300467 | CA | Corporate platform LLC | $1.03B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RUNWAY GROWTH CAPITAL LLC CRD 281514 | Chicago, IL | Advisory firm LLC | $1.03B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| BANYAN TREE ASSET MANAGEMENT, LLC CRD 168384 | Torrance, CA | Corporate platform LLC | $1.03B | 4 advisors | Percentage of AUM; PERCENTAGE OF PAR/FACE AMOUNT | View | |
| THEOREM CRD 281280 | New York, NY | Advisory firm LLC | $1.03B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WATTS GWILLIAM & COMPANY, LLC CRD 131458 | Gilbert, AZ | Advisory firm LLC | $1.03B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHWEST WEALTH MANAGEMENT, LLC CRD 152816 | Spencer, IA | Advisory firm LLC | $1.03B | 14 advisors | Percentage of AUM; Fixed fees | View |