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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 | |||||
|---|---|---|---|---|---|---|---|
| EXTRACT ADVISORS CRD 285535 | Calabasas, CA | Advisory firm LLC | $914.4M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ROSEMEYER MANAGEMENT GROUP CRD 310363 | Platteville, WI | Corporate platform LLC | $914.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| CHRISTOPHER & CO., LLC CRD 325504 | Austin, TX | Advisory firm LLC | $913.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PARTNERS IN FINANCIAL PLANNING, LLC CRD 151980 | Salem, VA | Advisory firm LLC | $913.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRAEMONT CAPITAL CRD 314704 | Dallas, TX | Advisory firm LLC | $913.0M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BEVERLY HILLS PRIVATE WEALTH, LLC CRD 321132 | Beverly Hills, CA | Advisory firm LLC | $912.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUARDIAN FINANCIAL PARTNERS, LLC CRD 287652 | Orange, CA | Advisory firm LLC | $911.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC CRD 312797 | New York, NY | Corporate platform LLC | $911.7M | 1096 advisors | Percentage of AUM; Performance-based fees | View | |
| CLARIS ADVISORS, LLC CRD 117734 | St.. Louis, MO | Advisory firm LLC | $911.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIEMPO CAPITAL PARTNERS CRD 329367 | Miami, FL | Advisory firm LLC | $911.0M | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TAYLOR DERRICK CAPITAL, L.L.C. CRD 158016 | Salt Lake City, UT | Advisory firm LLC | $910.7M | 12 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| BROOKMONT CAPITAL MANAGEMENT CRD 145475 | Dallas, TX | Corporate platform LLC | $910.5M | 4 advisors | Percentage of AUM; PERCENTAGE OF ASSETS CONSULTED UPON | View | |
| FCA PARTNERS, LLC CRD 322393 | Charlotte, NC | Advisory firm LLC | $910.3M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STRATEGIC PLANNING GROUP CRD 113844 | Bountiful, UT | Corporate platform LLC | $910.3M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| COVENANT WEALTH ADVISORS CRD 155221 | Richmond, VA | Advisory firm LLC | $909.6M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEAN INVESTMENTS CRD 104635 | Beavercreek, OH | Advisory firm LLC | $909.3M | 4 advisors | Percentage of AUM; SPECIAL PROJECT FEES AS REQUESTED | View | |
| GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES CRD 112248 | Arlington, TX | Corporate platform LLC | $909.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESTANCIA CAPITAL MANAGEMENT, LLC CRD 166478 | Scottsdale, AZ | Corporate platform LLC | $908.0M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| DARWIN VENTURES, LLC CRD 157665 | Sandpoint, ID | Advisory firm LLC | $908.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC CRD 300359 | New York, NY | Advisory firm LLC | $907.6M | 40 advisors | Percentage of AUM | View | |
| ALLEY COMPANY CRD 317544 | Lake Forest, IL | Advisory firm LLC | $907.2M | 5 advisors | Percentage of AUM | View | |
| CRANBROOK WEALTH MANAGEMENT, LLC CRD 132058 | Bloomfield Hills, MI | Advisory firm LLC | $906.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ROUND ROCK ADVISORS LLC CRD 286007 | Wilton, CT | Advisory firm LLC | $906.7M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERPOINT WEALTH MANAGEMENT CRD 168346 | Chicago, IL | Advisory firm LLC | $906.2M | 4 advisors | Percentage of AUM; Fixed fees | View |