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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 | |||||
|---|---|---|---|---|---|---|---|
| ESTABROOK CAPITAL MANAGEMENT LLC CRD 128856 | New York, NY | Corporate platform LLC | $933.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BOS ASSET MANAGEMENT, LLC CRD 310632 | Springfield, IL | Corporate platform LLC | $933.2M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COINFUND MANAGEMENT LLC CRD 312302 | New York, NY | Advisory firm LLC | $932.5M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| 3L CAPITAL MANAGEMENT, LLC CRD 294003 | Los Angeles, CA | Corporate platform LLC | $932.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LSIA CRD 146829 | Bloomfield Hills, MI | Advisory firm LLC | $932.1M | 4 advisors | Percentage of AUM | View | |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CRD 288641 | Leawood, KS | Advisory firm LLC | $931.8M | 31 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| PCG WEALTH MANAGEMENT CRD 290977 | Overland Park, KS | Advisory firm LLC | $931.1M | 24 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKY INVESTMENT GROUP LLC CRD 134001 | Hartford, CT | Corporate platform LLC | $931.0M | 8 advisors | Percentage of AUM | View | |
| PGI WEALTH MANAGEMENT CRD 297517 | Alpharetta, GA | Advisory firm LLC | $930.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| RB CAPITAL MANAGEMENT, LLC CRD 125678 | Reno, NV | Corporate platform LLC | $930.6M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGY ASSET MANAGERS L.L.C. CRD 109939 | Pasadena, CA | Advisory firm LLC | $930.1M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRINITY FUND ADVISORS LLC CRD 310217 | Miami, FL | Advisory firm LLC | $930.0M | 25 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STABLEPOINT PARTNERS, LLC CRD 328503 | Braintree, MA | Advisory firm LLC | $930.0M | 5 advisors | Percentage of AUM | View | |
| WICK CAPITAL PARTNERS, LLC CRD 299194 | Wayne, PA | Advisory firm LLC | $929.7M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| MIRI CAPITAL MANAGEMENT LLC CRD 311308 | Boston, MA | Corporate platform LLC | $929.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTMARK ADVISORY GROUP LLC CRD 121060 | Shelton, CT | Corporate platform LLC | $929.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPPENHEIMER INVESTMENT MANAGEMENT LLC CRD 133243 | New York, NY | Corporate platform LLC | $929.4M | 7 advisors | Percentage of AUM | View | |
| CANVAS WEALTH ADVISORS, LLC CRD 306343 | Shawnee, KS | Advisory firm LLC | $929.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD MISSION INVESTMENT COMPANY, LLC CRD 140381 | Traverse City, MI | Advisory firm LLC | $929.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERSEDGE ADVISORS CRD 298390 | Wilmington, DE | Advisory firm LLC | $928.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLASS JACOBSON WEALTH ADVISORS CRD 120141 | Owings Mills, MD | Advisory firm LLC | $928.0M | 9 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| STRATEGIC FINANCIAL CONCEPTS, LLC CRD 141849 | San Antonio, TX | Advisory firm LLC | $927.7M | 41 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRIFECTA CAPITAL ADVISORS, LLC CRD 317391 | Northbrook, IL | Advisory firm LLC | $927.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LAVACA CAPITAL, LLC CRD 167238 | Houston, TX | Advisory firm LLC | $927.1M | 4 advisors | Percentage of AUM; Performance-based fees | View |