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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 | |||||
|---|---|---|---|---|---|---|---|
| KEY CLIENT FIDUCIARY ADVISORS, LLC CRD 298240 | Fairfield, NJ | Advisory firm LLC | $896.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| STONEBRIDGE FINANCIAL GROUP CRD 340200 | San Rafael, CA | Corporate platform LLC | $896.0M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| MAYTECH GLOBAL INVESTMENTS CRD 285985 | New York, NY | Advisory firm LLC | $895.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TELEO CAPITAL MANAGEMENT LLC CRD 307203 | Boise, ID | Corporate platform LLC | $894.1M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLANTIC PRIVATE WEALTH, LLC CRD 311517 | Chapel Hill, NC | Advisory firm LLC | $894.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS FINANCIAL MANAGEMENT LLC CRD 156345 | Tampa, FL | Advisory firm LLC | $893.8M | 31 advisors | Percentage of AUM | View | |
| VANCE WEALTH CRD 310162 | Santa Clarita, CA | Advisory firm LLC | $893.6M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE MILLSTONE EVANS GROUP, LLC CRD 311142 | Boulder, CO | Corporate platform LLC | $893.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ACORN CAPITAL MANAGEMENT CRD 164499 | Oklahoma City, OK | Corporate platform LLC | $893.2M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOERUS CAPITAL MANAGEMENT LLC CRD 282399 | New York, NY | Corporate platform LLC | $893.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AUTOPILOT CRD 331749 | New York, NY | Advisory firm LLC | $892.4M | 15 employees | Percentage of AUM; Fixed fees | View | |
| REA WEALTH MANAGEMENT CRD 108913 | New Philadelphia, OH | Advisory firm LLC | $892.3M | 11 advisors | Percentage of AUM; Hourly charges | View | |
| ONEPRIME CAPITAL CRD 299697 | Palo Alto, CA | Advisory firm LLC | $892.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GEC ADVISORS LLC CRD 161472 | Houston, TX | Advisory firm LLC | $892.1M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HEADINVEST CRD 140518 | Portland, ME | Advisory firm LLC | $891.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACT CRD 333871 | New York, NY | Advisory firm LLC | $891.7M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OPTIMA ASSET MANAGEMENT LLC CRD 299826 | New York, NY | Corporate platform LLC | $891.6M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SOUTHLAND EQUITY PARTNERS, LLC. CRD 154481 | CA | Advisory firm LLC | $891.5M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMERCE STREET INVESTMENT MANAGEMENT CRD 144278 | Dallas, TX | Corporate platform LLC | $891.3M | 10 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| LWO LLC CRD 282281 | Dallas, TX | Advisory firm LLC | $890.8M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BLUESCAPE ENERGY PARTNERS LLC CRD 283812 | Dallas, TX | Advisory firm LLC | $890.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANDVIEW PROPERTY PARTNERS, LLC CRD 299814 | Greenwich, CT | Advisory firm LLC | $890.1M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| 3CHOPT INVESTMENT PARTNERS LLC CRD 319125 | Richmond, VA | Advisory firm LLC | $889.4M | 4 advisors | Percentage of AUM | View | |
| CORRECT CAPITAL WEALTH MANAGEMENT, LLC CRD 298774 | Clayton, MO | Advisory firm LLC | $889.3M | 8 advisors | Percentage of AUM; Fixed fees | View |