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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 | |||||
|---|---|---|---|---|---|---|---|
| SCULPTOR ADVISORS LLC CRD 319598 | New York, NY | Advisory firm LLC | $989.0M | 113 advisors | Percentage of AUM; Performance-based fees | View | |
| MORRIS & WELLS WEALTH MANAGEMENT CRD 162411 | Charlottesville, VA | Advisory firm LLC | $987.9M | 2 advisors | Percentage of AUM | View | |
| BCS WEALTH MANAGEMENT, LLC CRD 115489 | Johnson City, TN | Advisory firm LLC | $987.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL ENHANCEMENT GROUP CRD 159017 | Anderson, IN | Corporate platform LLC | $987.0M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STORY3 CAPITAL PARTNERS, LLC CRD 300651 | CA | Advisory firm LLC | $986.9M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ELLIS INVESTMENT PARTNERS, LLC CRD 157669 | Berwyn, PA | Advisory firm LLC | $986.8M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN INDEPENDENT SECURITIES GROUP, LLC CRD 135288 | Eagle, ID | Corporate platform LLC | $986.3M | 49 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC SAGE PARTNERS, LLC CRD 315663 | Edmonds, WA | Advisory firm LLC | $986.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTH SKY CAPITAL, LLC CRD 133959 | Wayzata, MN | Advisory firm LLC | $986.1M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| FIDUCIARY EXPERTS LLC CRD 146721 | CA | Advisory firm LLC | $985.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRISTOL WEALTH GROUP CRD 330145 | Taunton, MA | Corporate platform LLC | $985.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE RICE PARTNERSHIP, LLC CRD 135701 | Honolulu, HI | Advisory firm LLC | $985.5M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PAGAYA INVESTMENTS US LLC CRD 299672 | New York, NY | Advisory firm LLC | $985.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ENCOMPASS MORE ASSET MANAGEMENT LLC CRD 322382 | Danville, CA | Corporate platform LLC | $984.9M | 85 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BARTON INVESTMENT MANAGEMENT, LLC CRD 141084 | W. Conshohocken, PA | Corporate platform LLC | $984.7M | 4 advisors | Percentage of AUM; PORTFOLIO MONITORING FEES | View | |
| AVION WEALTH CRD 134242 | The Woodlands, TX | Advisory firm LLC | $984.6M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| NUANCE INVESTMENTS, LLC CRD 148534 | Kansas City, MO | Advisory firm LLC | $984.3M | 3 advisors | Percentage of AUM | View | |
| VISTASHARES CRD 331812 | MA | Advisory firm LLC | $984.0M | 6 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| WALTER KEENAN WEALTH MANAGEMENT CRD 104838 | South Bend, IN | Advisory firm LLC | $983.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET ONE WEALTH MANAGEMENT, LLC CRD 336350 | Bellevue, WA | Advisory firm LLC | $982.5M | 9 advisors | Percentage of AUM | View | |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC CRD 108153 | Highlands Ranch, CO | Corporate platform LLC | $982.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| OLIVER LUXXE ASSETS LLC CRD 169588 | Gladstone, NJ | Advisory firm LLC | $981.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ALTIORA FINANCIAL GROUP, LLC CRD 292008 | CA | Corporate platform LLC | $981.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BROADSHORE CAPITAL PARTNERS, LLC CRD 119200 | Los Angeles, CA | Advisory firm LLC | $981.6M | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View |