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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 | |||||
|---|---|---|---|---|---|---|---|
| SHORELINE EQUITY PARTNERS, LLC CRD 301128 | Neptune Beach, FL | Advisory firm LLC | $815.2M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| CMH WEALTH MANAGEMENT, LLC CRD 150138 | Portsmouth, NH | Advisory firm LLC | $813.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| SUNFLOWER WEALTH ADVISORS LLC CRD 269963 | Salina, KS | Advisory firm LLC | $812.8M | 3 advisors | A PERCENTAGE OF RECURRING INCOME | View | |
| PROSPERITAS FINANCIAL, LLC CRD 315768 | Valencia, CA | Advisory firm LLC | $812.5M | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRIS WEALTH MANAGEMENT, LLC CRD 111336 | Monterey, CA | Advisory firm LLC | $812.0M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRANKLIN, PARLAPIANO, TURNER & WELCH LLC CRD 114465 | Houston, TX | Advisory firm LLC | $811.5M | 4 advisors | Percentage of AUM | View | |
| SPEYSIDE EQUITY ADVISERS LLC CRD 325765 | Ann Arbor, MI | Advisory firm LLC | $811.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| HORIZON TECHNOLOGY FINANCE CRD 153052 | Farmington, CT | Advisory firm LLC | $811.1M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| NELSON CAPITAL MANAGEMENT, LLC CRD 129776 | Menlo Park, CA | Corporate platform LLC | $810.8M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| THE ADVOCATE GROUP, LLC CRD 155270 | Minnetonka, MN | Corporate platform LLC | $809.9M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| THE ADVISORY GROUP OF SAN FRANCISCO, LLC CRD 108110 | San Francisco, CA | Corporate platform LLC | $809.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ZANETTI FINANCIAL, LLC CRD 282089 | Albuquerque, NM | Advisory firm LLC | $809.4M | 2 advisors | Percentage of AUM | View | |
| TANGLEWOOD LEGACY ADVISORS, LLC CRD 127289 | Houston, TX | Advisory firm LLC | $809.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POLEN CAPITAL CLO MANAGEMENT, LLC CRD 330470 | Waltham, MA | Advisory firm LLC | $808.4M | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNBURST FINANCIAL GROUP, LLC CRD 283605 | Vestavia Hills, AL | Corporate platform LLC | $808.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL INNOVATIONS, LLC CRD 145329 | Waukesha, WI | Advisory firm LLC | $806.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MAYFAIR ADVISORY GROUP, LLC CRD 304668 | Birmingham, AL | Corporate platform LLC | $806.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CLARUS VENTURES, LLC CRD 160980 | Cambridge, MA | Advisory firm LLC | $805.6M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| LAKERIDGE WEALTH MANAGEMENT LLC CRD 314071 | Mentor, OH | Advisory firm LLC | $805.4M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASIO CAPITAL LLC CRD 298326 | Lexington, KY | Advisory firm LLC | $805.1M | 6 advisors | Percentage of AUM; ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING | View | |
| COPPER HARBOR INVESTMENT ADVISORS, LLC CRD 169978 | Appleton, WI | Advisory firm LLC | $805.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| ROOF EIDAM MAYCOCK PERALTA LLC CRD 106696 | San Francisco, CA | Advisory firm LLC | $804.9M | 5 advisors | Percentage of AUM | View | |
| MASTERS CAPITAL MANAGEMENT, L.L.C. CRD 137605 | Atlanta, GA | Corporate platform LLC | $804.6M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| FELICITAS GLOBAL PARTNERS, LLC CRD 292411 | Pasadena, CA | Advisory firm LLC | $804.4M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View |