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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 | |||||
|---|---|---|---|---|---|---|---|
| LNK PARTNERS, LLC CRD 157725 | White Plains, NY | Advisory firm LLC | $748.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CURAFIN ADVISORS CRD 329091 | Phoenix, AZ | Advisory firm LLC | $748.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FIDUCIARY FAMILY OFFICE, LLC CRD 326990 | Boca Raton, FL | Advisory firm LLC | $747.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFICA CAPITAL INVESTMENTS CRD 125790 | CA | Advisory firm LLC | $747.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AUTUMN GLORY PARTNERS, LLC CRD 288250 | Dallas, TX | Advisory firm LLC | $747.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PAX FINANCIAL GROUP CRD 284164 | San Antonio, TX | Corporate platform LLC | $747.1M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SKYLANDS CAPITAL, LLC CRD 131183 | Milwaukee, WI | Advisory firm LLC | $746.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TILLMAN HARTLEY LLC CRD 109479 | Denver, CO | Advisory firm LLC | $746.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SUMMIT INVESTMENT ADVISORY SERVICES CRD 168594 | Roseville, MN | Advisory firm LLC | $745.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUNNING POINT CAPITAL ADVISORS LLC CRD 306275 | El Segundo, CA | Advisory firm LLC | $745.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON GLOBAL ADVISOR NETWORK, LLC CRD 288833 | Atlanta, GA | Advisory firm LLC | $745.1M | 61 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAMPBELL DEEGAN FINANCIAL CRD 293020 | Richmond, VA | Advisory firm LLC | $745.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FIREBIRD MANAGEMENT CRD 136559 | New York, NY | Advisory firm LLC | $745.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CUREWELL CAPITAL MANAGEMENT, LLC CRD 318142 | Los Angeles, CA | Corporate platform LLC | $744.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| AEGIS WEALTH CRD 134429 | Bethesda, MD | Advisory firm LLC | $744.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| OFS CLO MANAGEMENT, LLC CRD 288373 | Chicago, IL | Advisory firm LLC | $743.9M | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| ELEMENT WEALTH, LLC CRD 114968 | Ridgeland, MS | Advisory firm LLC | $743.7M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INTERCHANGE CAPITAL PARTNERS CRD 309314 | Pittsburgh, PA | Advisory firm LLC | $743.6M | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SCIENS WATER CRD 299986 | New York, NY | Advisory firm LLC | $743.5M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| QUAD PARTNERS LLC CRD 160097 | New York, NY | Advisory firm LLC | $743.4M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WAYSTONE ASSET MANAGEMENT (USA) LLC CRD 315393 | Chicago, IL | Corporate platform LLC | $742.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SENSIBLE MONEY, LLC CRD 158641 | Scottsdale, AZ | Advisory firm LLC | $742.5M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ABSOLUTE CAPITAL MANAGEMENT, LLC CRD 121484 | Pittsburgh, PA | Corporate platform LLC | $742.5M | 2 advisors | Percentage of AUM | View | |
| IFC CORE INVESTMENT MANAGEMENT LLC CRD 302090 | Raleigh, NC | Corporate platform LLC | $742.4M | 21 advisors | Percentage of AUM; Performance-based fees | View |