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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 | |||||
|---|---|---|---|---|---|---|---|
| SOUTH STREET ADVISORS, LLC CRD 112326 | New York, NY | Advisory firm LLC | $906.1M | 5 advisors | Percentage of AUM | View | |
| FIRST AFFIRMATIVE FINANCIAL NETWORK LLC CRD 109036 | Colorado Springs, CO | Advisory firm LLC | $905.2M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NAVIMED CAPITAL ADVISORS, LLC CRD 169508 | Rosslyn, VA | Advisory firm LLC | $904.9M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SHANNON RIVER FUND MANAGEMENT, LLC CRD 161538 | New York, NY | Advisory firm LLC | $904.7M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CONVERGENCE FINANCIAL CRD 304146 | Columbia, MO | Advisory firm LLC | $904.0M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SATOR GROVE MANAGEMENT COMPANY, LLC CRD 318780 | FL | Advisory firm LLC | $903.9M | 3 advisors | Performance-based fees; EXPENSE REIMBURSEMENT | View | |
| FORMIDABLE ASSET MANAGEMENT, LLC CRD 167555 | Cincinnati, OH | Corporate platform LLC | $903.0M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| STUDIO INVESTMENT MANAGEMENT CRD 158489 | Chicago, IL | Corporate platform LLC | $903.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| DMKC ADVISORY SERVICES, LLC CRD 145112 | Des Moines, IA | Advisory firm LLC | $902.5M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| NAVIS WEALTH ADVISORS LLC CRD 311171 | Rye Brook, NY | Advisory firm LLC | $902.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| THE FAIRMAN GROUP, LLC CRD 121492 | Chesterbrook, PA | Corporate platform LLC | $902.1M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLAHARTY ASSET MANAGEMENT, LLC CRD 168495 | Clearwater, FL | Corporate platform LLC | $901.6M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIATA CAPITAL GROUP, LLC CRD 289948 | Dallas, TX | Corporate platform LLC | $901.1M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BEACON FINANCIAL ADVISORY LLC CRD 174334 | Cleveland, OH | Advisory firm LLC | $900.7M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREENUP STREET WEALTH MANAGEMENT LLC CRD 311391 | Overland Park, KS | Advisory firm LLC | $900.4M | 18 advisors | Percentage of AUM; Fixed fees | View | |
| FIRST TURN MANAGEMENT, LLC CRD 327421 | Solana Beach, CA | Advisory firm LLC | $900.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| 93 FINANCIAL GROUP, LLC CRD 144235 | Woburn, MA | Corporate platform LLC | $899.7M | 5 advisors | Percentage of AUM | View | |
| MALABAR INVESTMENTS, LLC CRD 168091 | New York, NY | Advisory firm LLC | $899.6M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AXIOM ASSET MANAGEMENT CRD 145186 | Wayne, PA | Corporate platform LLC | $899.6M | 5 advisors | Percentage of AUM | View | |
| RISKBRIDGE ADVISORS, LLC CRD 310396 | Norwalk, CT | Advisory firm LLC | $898.3M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLOCKCHANGE MANAGEMENT LLC CRD 296291 | — | Advisory firm LLC | $898.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KAIROS CRD 161321 | Irvine, CA | Advisory firm LLC | $897.2M | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRANQUILITY PARTNERS, LLC CRD 283478 | Brentwood, TN | Advisory firm LLC | $897.0M | 7 advisors | Percentage of AUM | View | |
| SAWYER FALDUTO ASSET MANAGEMENT, LLC CRD 145026 | Elmhurst, IL | Corporate platform LLC | $896.5M | 4 advisors | Percentage of AUM; Fixed fees | View |