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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 | |||||
|---|---|---|---|---|---|---|---|
| TEAMWORK FINANCIAL ADVISORS, LLC CRD 165237 | San Antonio, TX | Advisory firm LLC | $1.01B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| JOCELYN INVESTMENT MANAGEMENT, LLC CRD 323831 | San Rafael, CA | Corporate platform LLC | $1.01B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERITA STRATEGIC WEALTH PARTNERS, LLC CRD 335215 | San Francisco, CA | Advisory firm LLC | $1.01B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ISOMETRY CAPITAL, LLC CRD 307544 | New York, NY | Advisory firm LLC | $1.01B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| NAVIGATION GROUP LLC CRD 130982 | Redwood Shores, CA | Corporate platform LLC | $1.01B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERTEX PARTNERS CRD 316839 | Downers Grove, IL | Advisory firm LLC | $1.01B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| NASDAQ DORSEY WRIGHT CRD 104925 | Richmond, VA | Advisory firm LLC | $1.01B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 10X CAPITAL PARTNERS CRD 332547 | New York, NY | Advisory firm LLC | $1.01B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MAIN MANAGEMENT FUND ADVISORS, LLC CRD 281689 | San Francisco, CA | Advisory firm LLC | $1.01B | 25 advisors | Percentage of AUM | View | |
| PEAK ASSET MANAGEMENT, LLC CRD 106944 | Louisville, CO | Corporate platform LLC | $1.01B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| BRIGHAM MANAGEMENT, LLC CRD 300627 | Austin, TX | Advisory firm LLC | $1.01B | 21 advisors | Performance-based fees | View | |
| FIRST TRYON ADVISORS CRD 332377 | Charlotte, NC | Advisory firm LLC | $1.01B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVICTUS FIDUCIARY SERVICES, LLC CRD 286117 | Memphis, TN | Advisory firm LLC | $1.01B | 2 advisors | Percentage of AUM | View | |
| LATHROP INVESTMENT MANAGEMENT COMPANY CRD 334458 | Little Rock, AR | Corporate platform LLC | $1.01B | 3 advisors | Percentage of AUM | View | |
| FERMATA ADVISORS CRD 305614 | Sonoma, CA | Advisory firm LLC | $1.01B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDERSON GROWTH PARTNERS, LLC CRD 138600 | Birmingham, AL | Advisory firm LLC | $1.01B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VECTORS ASSET MANAGEMENT CRD 137772 | New York, NY | Corporate platform LLC | $1.01B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RENOVO CAPITAL, LLC CRD 164144 | Dallas, TX | Advisory firm LLC | $1.01B | 14 advisors | Performance-based fees; CARRIED INTEREST | View | |
| LEGACY FINANCIAL GROUP CRD 154927 | Des Moines, IA | Corporate platform LLC | $1.01B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PELICAN ENERGY PARTNERS CRD 163267 | Houston, TX | Advisory firm LLC | $1.01B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| AIRE ADVISORS, LLC CRD 307450 | Beverly Hills, CA | Advisory firm LLC | $1.01B | 9 advisors | Percentage of AUM; Hourly charges | View | |
| EAST COAST ASSET MANAGEMENT, LLC CRD 147910 | Essex, MA | Corporate platform LLC | $1.01B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| VOLOFIN CAPITAL MANAGEMENT CRD 309922 | Daniel Island, SC | Corporate platform LLC | $1.01B | 4 advisors | Percentage of AUM; UNDERWRITING AND ORIGINATION FEES | View | |
| PYA WALTMAN CAPITAL, LLC CRD 137283 | Knoxville, TN | Advisory firm LLC | $1.01B | 8 advisors | Percentage of AUM · Hourly charges +2 more | View |