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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 | |||||
|---|---|---|---|---|---|---|---|
| US AGRICULTURE CRD 282576 | Carmel, IN | Advisory firm LLC | $759.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HARVEST INVESTMENT SERVICES, LLC CRD 159390 | Oakbrook Terrace, IL | Advisory firm LLC | $758.4M | 28 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLAAS FINANCIAL ASSET ADVISORS, LLC. CRD 121399 | Loves Park, IL | Advisory firm LLC | $758.1M | 13 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SUMMIT STREET CAPITAL MANAGEMENT, LLC CRD 160129 | New York, NY | Corporate platform LLC | $757.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PROSTAR CAPITAL (US) LLC CRD 166523 | Greenwich, CT | Advisory firm LLC | $757.4M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MILL HILL CAPITAL LLC CRD 269882 | New York, NY | Advisory firm LLC | $757.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HI-LINE CAPITAL MANAGEMENT, LLC CRD 149522 | Watertown, SD | Corporate platform LLC | $756.6M | 2 advisors | Percentage of AUM | View | |
| G2 CAPITAL MANAGEMENT, LLC CRD 286521 | Columbus, OH | Corporate platform LLC | $756.5M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAGEGUARD FINANCIAL GROUP, LLC CRD 160266 | Goodlettsville, TN | Corporate platform LLC | $755.7M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIR ASSET MANAGEMENT CRD 288165 | Chicago, IL | Corporate platform LLC | $754.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILL ROAD CAPITAL CRD 157095 | Greenwich, CT | Advisory firm LLC | $753.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SWEENEY & MICHEL, LLC CRD 282595 | Chico, CA | Advisory firm LLC | $752.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTLEPOINT WEALTH ADVISORS CRD 205512 | Oklahoma City, OK | Advisory firm LLC | $751.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATOR CAPITAL MANAGEMENT, LLC CRD 147067 | Tampa, FL | Corporate platform LLC | $751.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EWA, LLC CRD 308977 | Pittsburgh, PA | Advisory firm LLC | $750.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| TORRAY INVESTMENT PARTNERS LLC CRD 105818 | Bethesda, MD | Advisory firm LLC | $750.1M | 4 advisors | Percentage of AUM | View | |
| ROCKLINE WEALTH MANAGEMENT LLC CRD 324004 | Islip Terrace, NY | Advisory firm LLC | $749.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WESTWOOD WEALTH MANAGEMENT CRD 132162 | Dallas, TX | Advisory firm LLC | $749.5M | 14 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SBJ CAPITAL CRD 293841 | Walnut Creek, CA | Advisory firm LLC | $749.4M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CURRAN FINANCIAL PARTNERS, LLC CRD 281943 | Daniel Island, SC | Advisory firm LLC | $749.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHERNSUN ASSET MANAGEMENT LLC CRD 154572 | Memphis, TN | Corporate platform LLC | $749.4M | 15 advisors | Percentage of AUM | View | |
| QTR FAMILY WEALTH, LLC CRD 331655 | Lake Mary, FL | Advisory firm LLC | $749.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYTIUM INVESTMENT MANAGEMENT, LLC CRD 327890 | New York, NY | Corporate platform LLC | $749.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FLAGSHIP WEALTH ADVISORS, LLC. CRD 131962 | Wakefield, MA | Advisory firm LLC | $748.6M | 4 advisors | Percentage of AUM; Hourly charges | View |