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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 | |||||
|---|---|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS CRD 140515 | Birmingham, AL | Advisory firm LLC | $794.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FORTRESS WEALTH PLANNING CRD 307618 | Ponte Vedra Beach, FL | Advisory firm LLC | $793.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC CRD 310407 | Menlo Park, CA | Corporate platform LLC | $793.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CLAYTON FINANCIAL GROUP, LLC CRD 226729 | St.. Louis, MO | Corporate platform LLC | $793.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH MANAGEMENT PARTNERS, LLC CRD 309790 | Tucson, AZ | Advisory firm LLC | $793.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACKERMAN ASSET MANAGEMENT, LLC CRD 137958 | MD | Corporate platform LLC | $793.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTRIC WEALTH MANAGEMENT, LLC CRD 133877 | Chicago, IL | Advisory firm LLC | $792.9M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BEAU MORGAN ADVISORS CRD 336355 | NY | Advisory firm LLC | $792.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CALMWATER CAPITAL CRD 282617 | El Segundo, CA | Advisory firm LLC | $792.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MAVERICK REAL ESTATE PARTNERS LLC CRD 269825 | New York, NY | Advisory firm LLC | $791.8M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| X-SQUARE CAPITAL CRD 167237 | Guaynabo, PR | Advisory firm LLC | $790.9M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SUNPOINTE INVESTMENTS CRD 282505 | St.. Louis, MO | Advisory firm LLC | $790.7M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| MARATHON CAPITAL MANAGEMENT CRD 119416 | Hunt Valley, MD | Corporate platform LLC | $790.1M | 4 advisors | Percentage of AUM | View | |
| LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC CRD 149487 | Stamford, CT | Corporate platform LLC | $790.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL IMC LLC CRD 170870 | Solana Beach, CA | Advisory firm LLC | $790.0M | 13 advisors | Percentage of AUM | View | |
| HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC CRD 297174 | Charlotte, NC | Corporate platform LLC | $788.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUTHERN EQUITY ADVISORS LLC CRD 330821 | St.. Thomas, VI | Advisory firm LLC | $788.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MMA ASSET MANAGEMENT LLC CRD 155426 | Conshohocken, PA | Corporate platform LLC | $787.8M | 18 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SHORENSTEIN INVESTMENT ADVISERS LLC CRD 328584 | San Francisco, CA | Advisory firm LLC | $787.5M | 33 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW WAVE LOANS RESIDENTIAL, LLC CRD 326888 | North Miami Beach, FL | Advisory firm LLC | $787.4M | 2 advisors | PURCHASE & SALE OF PRIVATE MORTGAGES | View | |
| INVESTOR FAN CRD 159301 | AZ | Advisory firm LLC | $787.4M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| CORNER CAPITAL MANAGEMENT, LLC CRD 317086 | New York, NY | Corporate platform LLC | $787.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PFINGSTEN PARTNERS, L.L.C. CRD 156493 | Chicago, IL | Advisory firm LLC | $787.0M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLE ROCK INVESTMENT COMPANY, LLC CRD 313832 | Atlanta, GA | Advisory firm LLC | $786.7M | 3 advisors | Percentage of AUM | View |