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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 | |||||
|---|---|---|---|---|---|---|---|
| SMI ADVISORY SERVICES, LLC CRD 137872 | Columbus, IN | Advisory firm LLC | $949.0M | 5 advisors | Percentage of AUM | View | |
| THE MOSAIC FINANCIAL GROUP, LLC CRD 109816 | Chicago, IL | Corporate platform LLC | $948.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DESTINY WEALTH PARTNERS, LLC CRD 171346 | Tavares, FL | Advisory firm LLC | $947.3M | 11 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| AUXIER ASSET MANAGEMENT CRD 107980 | Aurora, OR | Corporate platform LLC | $946.1M | 6 advisors | Percentage of AUM | View | |
| ALMANACK INVESTMENT PARTNERS CRD 282428 | Wayne, PA | Advisory firm LLC | $945.9M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VESEY STREET CAPITAL PARTNERS CRD 285544 | New York, NY | Advisory firm LLC | $942.0M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EQ WEALTH MANAGEMENT CRD 291033 | AZ | Advisory firm LLC | $941.7M | 8 advisors | Percentage of AUM | View | |
| DISCIPLINED INVESTORS, L.L.C. CRD 114614 | Waco, TX | Advisory firm LLC | $941.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERALD ADVISORS, LLC CRD 305125 | Bellevue, WA | Advisory firm LLC | $941.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PEACHTREE GROUP CRD 334742 | Atlanta, GA | Corporate platform LLC | $940.8M | 69 advisors | Percentage of AUM | View | |
| BLANKINSHIP & FOSTER, LLC CRD 104795 | Solana Beach, CA | Advisory firm LLC | $939.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATTAM CAPITAL MANAGEMENT, LLC CRD 171845 | San Francisco, CA | Corporate platform LLC | $938.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CEDAR STREET ASSET MANAGEMENT LLC CRD 285814 | Chicago, IL | Corporate platform LLC | $938.4M | 6 advisors | Percentage of AUM | View | |
| CC CAPITAL INSURANCE ADVISORS LLC CRD 334723 | New York, NY | Advisory firm LLC | $937.4M | 1 advisors | Percentage of AUM; FEES FOR PASS THROUGH COSTS OF PORTFOLIO/ASSET MANAGEMENT | View | |
| STONEBROOK PRIVATE LLC CRD 325434 | Northville, MI | Advisory firm LLC | $937.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RITTER DANIHER FINANCIAL ADVISORY LLC CRD 321827 | Cincinnati, OH | Advisory firm LLC | $936.5M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PABRAI INVESTMENT FUNDS CRD 161471 | West Lake Hills, TX | Advisory firm LLC | $936.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ARA GC PARTNERS, LLC CRD 334354 | Houston, TX | Advisory firm LLC | $935.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CRANE & ASSOCIATES WEALTH MANAGEMENT CRD 314432 | Fullerton, CA | Advisory firm LLC | $934.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITING WEALTH PARTNERS CRD 332317 | Denver, CO | Advisory firm LLC | $934.6M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| SANDLOT PARTNERS, LLC CRD 311409 | Orem, UT | Advisory firm LLC | $934.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TELESCOPE PARTNERS LLC CRD 286637 | San Francisco, CA | Advisory firm LLC | $934.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| JOHNSON BIXBY CRD 310839 | Vancouver, WA | Advisory firm LLC | $933.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC CRD 104749 | Boise, ID | Advisory firm LLC | $933.7M | 5 advisors | Percentage of AUM; Fixed fees | View |