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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 | |||||
|---|---|---|---|---|---|---|---|
| TEMPO WEALTH CRD 336316 | Independence, OH | Advisory firm LLC | $804.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CURRAN WEALTH MANAGEMENT CRD 132136 | Albany, NY | Advisory firm LLC | $804.3M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT DIAMOND PARTNERS, LLC CRD 299598 | Portland, ME | Advisory firm LLC | $804.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOXTON WEALTH CRD 307387 | Jersey City, NJ | Advisory firm LLC | $803.5M | 34 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EAGLECLAW CAPITAL MANAGEMENT LLC CRD 134045 | Boston, MA | Corporate platform LLC | $803.3M | 4 advisors | Percentage of AUM | View | |
| MOSS, LUSE & WOMBLE, LLC CRD 152841 | Plano, TX | Advisory firm LLC | $803.2M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAR TRAIL ADVISORS, LLC CRD 337595 | Houston, TX | Advisory firm LLC | $803.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELSEWHERE PARTNERS, LLC CRD 293959 | Austin, TX | Advisory firm LLC | $803.0M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| POETIC GROUP LLC CRD 293886 | Hackensack, NJ | Corporate platform LLC | $802.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SOLSTEIN CAPITAL, LLC CRD 157888 | Menlo Park, CA | Advisory firm LLC | $801.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KAIN CAPITAL CRD 315669 | New York, NY | Advisory firm LLC | $801.6M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COMPASS GROUP EQUITY PARTNERS CRD 317244 | St.. Louis, MO | Corporate platform LLC | $801.5M | 24 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PSI ADVISORS, LLC CRD 285880 | Tampa, FL | Advisory firm LLC | $800.9M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINTECH COLLECTIVE MANAGEMENT LLC CRD 288031 | New York, NY | Advisory firm LLC | $800.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPTON WEALTH ADVISORY GROUP, LLC CRD 281732 | Virginia Beach, VA | Corporate platform LLC | $800.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREEKMUR ASSET MANAGEMENT, LLC CRD 306903 | Morton, IL | Corporate platform LLC | $800.0M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL FOCUS LLC CRD 282177 | Carlsbad, CA | Advisory firm LLC | $800.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERACITY CAPITAL LLC CRD 304272 | Atlanta, GA | Advisory firm LLC | $799.8M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| HARRIS PRESTON & PARTNERS, LLC CRD 160068 | Austin, TX | Advisory firm LLC | $799.2M | 5 advisors | Percentage of AUM; PERFORMANCE ALLOCATION | View | |
| RELEVANT WEALTH ADVISORS, LLC CRD 1489 | Mill Valley, CA | Advisory firm LLC | $799.0M | 3 advisors | Percentage of AUM | View | |
| ICR PARTNERS CRD 304689 | Nashvillle, TN | Advisory firm LLC | $798.7M | 1 advisors | Percentage of AUM | View | |
| CLARITI WEALTH ADVISORS CRD 104804 | Wilmington, DE | Advisory firm LLC | $797.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARISI GRAY WEALTH MANAGEMENT, LLC CRD 286388 | Mendham, NJ | Advisory firm LLC | $796.0M | 2 advisors | Percentage of AUM | View | |
| BRADY MARTZ WEALTH SOLUTIONS, LLC CRD 331043 | Grand Forks, ND | Advisory firm LLC | $795.3M | 8 advisors | Percentage of AUM | View |