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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 | |||||
|---|---|---|---|---|---|---|---|
| SEYMOUR ASSET MANAGEMENT LLC CRD 291768 | New York, NY | Corporate platform LLC | $877.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MONTZ HARCUS WEALTH MANAGEMENT CRD 301963 | New Orleans, LA | Advisory firm LLC | $876.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUE GREEN CAPITAL MANAGEMENT LLC CRD 277052 | Westport, CT | Corporate platform LLC | $876.2M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CGC FINANCIAL SERVICES CRD 155446 | Lake Oswego, OR | Advisory firm LLC | $875.8M | 5 advisors | Percentage of AUM | View | |
| GREEN CITIES INVESTMENT MANAGEMENT, LLC CRD 166263 | Portland, OR | Corporate platform LLC | $875.0M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| RUNNING OAK CAPITAL LLC CRD 286656 | Edina, MN | Advisory firm LLC | $874.7M | 2 advisors | Percentage of AUM | View | |
| BITKRAFT VENTURES MANAGEMENT, LLC CRD 305847 | CO | Advisory firm LLC | $874.4M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| SANDGLASS CAPITAL ADVISORS LLC CRD 299418 | New York, NY | Advisory firm LLC | $873.7M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| GEARHART & ASSOCIATES CRD 321832 | Cincinnati, OH | Advisory firm LLC | $872.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| AFFINITY WEALTH MANAGEMENT LLC CRD 290735 | Wilmington, DE | Advisory firm LLC | $872.5M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. CRD 107326 | Walnut Creek, CA | Advisory firm LLC | $872.2M | 9 advisors | Percentage of AUM | View | |
| MARQUETTE WEALTH MANAGEMENT CRD 282482 | Minneapolis, MN | Advisory firm LLC | $871.6M | 3 advisors | Percentage of AUM | View | |
| OAK GROVE CAPITAL, LLC CRD 165465 | AZ | Advisory firm LLC | $871.0M | 2 advisors | Percentage of AUM | View | |
| SECURE ASSET MANAGEMENT, L.L.C. CRD 144046 | Troy, MI | Corporate platform LLC | $870.6M | 55 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PINE VALLEY CAPITAL PARTNERS LLC CRD 330556 | Austin, TX | Advisory firm LLC | $869.6M | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REDW WEALTH LLC CRD 109446 | Albuquerque, NM | Advisory firm LLC | $869.2M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CANOPY PARTNERS CRD 324812 | Cincinnati, OH | Advisory firm LLC | $869.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGEWEALTH ADVISORY GROUP, LLC CRD 293514 | Fresno, CA | Corporate platform LLC | $868.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| BG INVESTMENT SERVICES, LLC CRD 281716 | Hagatna, CA | Advisory firm LLC | $868.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PARK CAPITAL MANAGEMENT, LLC CRD 158965 | Madison, WI | Corporate platform LLC | $868.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHLINE WEALTH PARTNERS CRD 284712 | Sherman Oaks, CA | Advisory firm LLC | $867.9M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TMB CAPITAL PARTNERS, LLC CRD 335750 | Little Rock, AR | Advisory firm LLC | $867.8M | 4 advisors | Percentage of AUM | View | |
| STORGE CRD 305395 | Coral Gables, FL | Advisory firm LLC | $866.6M | 3 advisors | Percentage of AUM | View | |
| TSG ADVICE PARTNERS, LLC CRD 305999 | Columbus, OH | Advisory firm LLC | $866.5M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View |