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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 | |||||
|---|---|---|---|---|---|---|---|
| LONGUEVUE MANAGEMENT COMPANY LLC CRD 330117 | Metairie, LA | Advisory firm LLC | $1.01B | 18 advisors | Percentage of AUM | View | |
| BURLING WEALTH PARTNERS CRD 332198 | Chicago, IL | Advisory firm LLC | $1.00B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESKY WEALTH ADVISORS, LLC CRD 116760 | New Bern, NC | Advisory firm LLC | $1.00B | 9 advisors | Hourly charges; Fixed fees | View | |
| MSOUTH EQUITY PARTNERS, LLC CRD 157601 | Atlanta, GA | Advisory firm LLC | $1.00B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| LATERAL INVESTMENT MANAGEMENT, LLC CRD 159649 | Burlingame, CA | Corporate platform LLC | $1.00B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| QUANTUM CAPITAL MANAGEMENT, LLC CRD 111083 | Northfield, NJ | Corporate platform LLC | $1.00B | 2 advisors | Percentage of AUM | View | |
| AZIMUT INVESTMENT ADVISORS LLC CRD 134626 | Miami, FL | Advisory firm LLC | $1.00B | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EVEREST FINANCIAL GROUP CRD 137260 | Minneapolis, MN | Corporate platform LLC | $1.00B | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SEEDS CRD 308909 | New York, NY | Advisory firm LLC | $1.00B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SACHETTA, LLC CRD 145713 | Lynnfield, MA | Advisory firm LLC | $1.00B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTITUDE FAMILY OFFICE CRD 317615 | Scottsdale, AZ | Advisory firm LLC | $1.00B | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PALM BEACH CAPITAL MANAGEMENT III, LLC CRD 159611 | West Palm Beach, FL | Corporate platform LLC | $998.8M | 7 advisors | Performance-based fees; FEES FROM PORTFOLIO COPANIES | View | |
| TISHMAN CAPITAL PARTNERS CRD 241788 | New York, NY | Advisory firm LLC | $997.8M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TSFG, LLC CRD 172555 | Lake Forest, IL | Advisory firm LLC | $997.2M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PASSIVE CAPITAL MANAGEMENT, LLC CRD 142870 | Syracuse, NY | Corporate platform LLC | $996.9M | 8 advisors | Percentage of AUM | View | |
| HUIZENGA CAPITAL MANAGEMENT, LLC CRD 156524 | Oak Brook, IL | Corporate platform LLC | $996.7M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| COMMONWEALTH FINANCIAL SERVICES CRD 324930 | Vienna, WV | Advisory firm LLC | $994.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMNIA FAMILY WEALTH, LLC CRD 170909 | Aventura, FL | Advisory firm LLC | $994.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| LANTZ FINANCIAL LLC CRD 297573 | Naperville, IL | Advisory firm LLC | $994.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIVE ARROWS MANAGERS (USA) LLC CRD 286195 | New York, NY | Advisory firm LLC | $994.0M | 42 advisors | Percentage of AUM; Performance-based fees | View | |
| SYNTHETICFI LLC CRD 330200 | San Francisco, CA | Advisory firm LLC | $992.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| KABOUTER MANAGEMENT, LLC CRD 153099 | Chicago, IL | Advisory firm LLC | $992.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BROWN | MILLER WEALTH MANAGEMENT, LLC CRD 305742 | Mclean, VA | Advisory firm LLC | $991.1M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERVIEW RESEARCH, LLC CRD 162318 | Independence, OH | Advisory firm LLC | $990.8M | 1 advisors | Percentage of AUM; Fixed fees | View |