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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 | |||||
|---|---|---|---|---|---|---|---|
| GO INVEST LLC CRD 291884 | West Jordan, UT | Advisory firm LLC | $889.0M | 1 advisors | Percentage of AUM | View | |
| ERGUZ, LLC CRD 168009 | The Woodlands, TX | Advisory firm LLC | $889.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WESTSIDE INVESTMENT MANAGEMENT, LLC CRD 154522 | Santa Monica, CA | Corporate platform LLC | $888.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARTIN INVESTMENT MANAGEMENT, LLC CRD 105381 | Palm Beach Gardens, FL | Corporate platform LLC | $888.1M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ATIKA CAPITAL MANAGEMENT, LLC CRD 167227 | New York, NY | Corporate platform LLC | $887.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CORINTHIA GLOBAL MANAGEMENT CRD 332982 | New York, NY | Advisory firm LLC | $886.5M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATA WEALTH ADVISORS, LLC CRD 285973 | Dallas, TX | Advisory firm LLC | $886.1M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| INSIGHT EQUITY MANAGEMENT COMPANY LLC CRD 157092 | Southlake, TX | Advisory firm LLC | $885.9M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| CFM WEALTH PARTNERS LLC CRD 305135 | Austin, TX | Advisory firm LLC | $885.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW WORLD ADVISORS LLC CRD 296798 | Hingham, MA | Advisory firm LLC | $884.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BOW STREET LLC CRD 158043 | New York, NY | Advisory firm LLC | $884.7M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SAGE RHINO CAPITAL LLC CRD 290148 | Menlo Park, CA | Advisory firm LLC | $883.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTELLAN CRD 299363 | Louisville, KY | Advisory firm LLC | $882.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INTELLIGENCE DRIVEN ADVISERS, LLC CRD 299589 | Carlsbad, CA | Advisory firm LLC | $881.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTAS, LLC CRD 299965 | Dripping Springs, TX | Advisory firm LLC | $881.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALL STAR FINANCIAL CRD 323765 | Minneapolis, MN | Advisory firm LLC | $881.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XYPN INVEST CRD 285967 | Bozeman, MT | Advisory firm LLC | $881.5M | 56 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREEDOM ADVISORY CRD 147546 | Guaynabo, PR | Advisory firm LLC | $880.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ROSCOMMON ANALYTICS LLC CRD 332346 | Houston, TX | Advisory firm LLC | $880.6M | 45 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LYONROSS CAPITAL MANAGEMENT, LLC CRD 156637 | White Plains, NY | Corporate platform LLC | $880.5M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPUR CAPITAL PARTNERS CRD 115959 | Bartlesville, OK | Advisory firm LLC | $879.9M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BAYSHORE CAPITAL CRD 110209 | Tampa, FL | Advisory firm LLC | $879.2M | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TRANSATLANTIQUE PRIVATE WEALTH LLC CRD 169820 | New York, NY | Advisory firm LLC | $878.8M | 10 advisors | Percentage of AUM | View | |
| MILESTONE INVESTMENT ADVISORS, LLC CRD 168429 | Middleton, WI | Advisory firm LLC | $877.6M | 7 advisors | Percentage of AUM; Hourly charges | View |