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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 | |||||
|---|---|---|---|---|---|---|---|
| CURIAM CAPITAL LLC CRD 305220 | New York, NY | Advisory firm LLC | $964.7M | 6 advisors | Performance-based fees; MONTHLY MANAGEMENT FEE | View | |
| REVIVAL HEALTHCARE CAPITAL LLC CRD 315069 | Austin, TX | Advisory firm LLC | $964.3M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BOONE CAPITAL MANAGEMENT LLC CRD 316230 | Atlanta, GA | Corporate platform LLC | $963.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| EVERNEST FINANCIAL ADVISORS CRD 328161 | Carmel, IN | Advisory firm LLC | $963.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BISON CAPITAL ASSET MANAGEMENT, LLC CRD 160562 | Santa Monica, CA | Corporate platform LLC | $962.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PARTNERS FOR GROWTH CRD 163495 | Tiburon, CA | Advisory firm LLC | $962.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CACHE ADVISORS LLC CRD 323063 | San Francisco, CA | Advisory firm LLC | $962.1M | 5 advisors | Percentage of AUM | View | |
| PARKWOODS WEALTH PARTNERS, LLC CRD 331565 | Clayton, MO | Advisory firm LLC | $961.9M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITE DEER CRD 161361 | Houston, TX | Advisory firm LLC | $960.8M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CLEARLIST CAPITAL LLC CRD 329206 | New York, NY | Advisory firm LLC | $959.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| KINGDON CAPITAL MANAGEMENT, L.L.C. CRD 157509 | New York, NY | Corporate platform LLC | $959.8M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ROEHL & YI INVESTMENT ADVISORS, LLC CRD 109258 | Eugene, OR | Advisory firm LLC | $959.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIDEA WEALTH MANAGEMENT CRD 325523 | Brooklyn, NY | Advisory firm LLC | $958.7M | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILITIA CAPITAL MANAGEMENT, LLC CRD 335763 | Austin, TX | Corporate platform LLC | $958.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| COMVEST CREDIT MANAGERS, LLC CRD 322342 | West Palm Beach, FL | Advisory firm LLC | $956.8M | 128 advisors | Percentage of AUM; Performance-based fees | View | |
| VCC ADVISORS, LLC CRD 301023 | New York, NY | Advisory firm LLC | $956.8M | 45 advisors | Percentage of AUM; Performance-based fees | View | |
| PIONEER FAMILY OFFICE, LLC CRD 142856 | North Miami Beach, FL | Advisory firm LLC | $956.8M | 3 advisors | Percentage of AUM; MINIMUM ACCOUNT CHARGE | View | |
| ONDO CAPITAL MANAGEMENT LLC CRD 325197 | Greenwich, CT | Corporate platform LLC | $952.5M | 7 advisors | MANAGEMENT FEE IS WAIVED THROUGH JULY 1, 2026 | View | |
| D.B. ROOT & COMPANY, LLC CRD 188512 | Pittsburgh, PA | Advisory firm LLC | $952.4M | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEGACY FINANCIAL STRATEGIES, LLC CRD 283553 | Overland Park, KS | Advisory firm LLC | $952.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN FINANCIAL ADVISORS, LLC. CRD 115824 | Marietta, GA | Advisory firm LLC | $950.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROBOTTI & COMPANY ADVISORS, LLC CRD 128093 | New York, NY | Advisory firm LLC | $949.8M | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HEADLANDS CAPITAL CRD 163598 | New York, NY | Advisory firm LLC | $949.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PETROCAP, LLC CRD 169688 | Dallas, TX | Advisory firm LLC | $949.1M | 6 advisors | Percentage of AUM; Performance-based fees | View |