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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 | |||||
|---|---|---|---|---|---|---|---|
| LEGACY PARTNERS, LLC CRD 159473 | Los Angeles, CA | Advisory firm LLC | $777.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GOALVEST ADVISORY LLC CRD 285374 | New York, NY | Advisory firm LLC | $777.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SNOW PHIPPS GROUP, LLC CRD 158024 | New York, NY | Corporate platform LLC | $777.1M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| STORMFIELD CAPITAL, LLC CRD 285486 | Southport, CT | Advisory firm LLC | $776.4M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC CRD 122212 | Indianapolis, IN | Advisory firm LLC | $776.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BCM ADVISORS, LLC CRD 107946 | Lafayette, LA | Advisory firm LLC | $775.7M | 6 advisors | Percentage of AUM | View | |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC CRD 158292 | Waukesha, WI | Corporate platform LLC | $775.2M | 107 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAFINE CAPITAL HOLDINGS LLC CRD 309490 | New York, NY | Corporate platform LLC | $775.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC VALUE BANK PARTNERS LLC CRD 282228 | Cleveland, OH | Corporate platform LLC | $774.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| THE LYME TIMBER COMPANY LLC CRD 171953 | Hanover, NH | Advisory firm LLC | $773.9M | 10 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC CRD 152689 | Garden City, NY | Corporate platform LLC | $773.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTHRIGHT WEALTH MANAGEMENT, LLC CRD 220515 | Alpharetta, GA | Advisory firm LLC | $773.4M | 6 advisors | Percentage of AUM | View | |
| 4612 GROUP, LLC CRD 287619 | Atlanta, GA | Corporate platform LLC | $773.3M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BRUTON CHISNELL ADVISORS, LLC CRD 293192 | Downingtown, PA | Advisory firm LLC | $772.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC CRD 285034 | Chicago, IL | Corporate platform LLC | $771.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MTM FINANCIAL GROUP, LLC CRD 147221 | Bethlehem, PA | Corporate platform LLC | $771.6M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEABRIDGE INVESTMENT ADVISORS LLC CRD 108681 | Summit, NJ | Advisory firm LLC | $771.2M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| DRUCKER WEALTH CRD 328909 | CA | Advisory firm LLC | $771.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| STANDPOINT ASSET MANAGEMENT, LLC CRD 305155 | Scottsdale, AZ | Corporate platform LLC | $771.1M | 6 advisors | Percentage of AUM | View | |
| BLUE ZONE WEALTH ADVISORS, LLC CRD 305943 | Los Angeles, CA | Advisory firm LLC | $770.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PROFESSIONAL FINANCIAL ADVISORS, LLC CRD 173719 | North Platte, NE | Advisory firm LLC | $769.8M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RETIREMENT FUND MANAGEMENT CRD 126573 | Atlanta, GA | Advisory firm LLC | $769.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOURGLASS CAPITAL, LLC CRD 147754 | Houston, TX | Advisory firm LLC | $768.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ADK WEALTH ADVISORY GROUP CRD 175085 | St.. Louis, MO | Corporate platform LLC | $768.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |