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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 | |||||
|---|---|---|---|---|---|---|---|
| GRADIENT CAPITAL ADVISORS, LLC CRD 168912 | San Diego, CA | Advisory firm LLC | $742.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEGHENY INVESTMENTS CRD 7597 | Pittsburgh, PA | Advisory firm LLC | $742.1M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRIDE CONSUMER CRD 311501 | Boston, MA | Advisory firm LLC | $740.3M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| BAYSHORE WEALTH ADVISORS CRD 144191 | Coral Gables, FL | Advisory firm LLC | $740.1M | 3 advisors | Percentage of AUM | View | |
| NICHOLAS WEALTH MANAGEMENT CRD 282635 | Marietta, GA | Advisory firm LLC | $739.8M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PARAGON CAPITAL MANAGEMENT LLC CRD 108168 | Overland Park, KS | Corporate platform LLC | $739.8M | 8 advisors | Percentage of AUM | View | |
| STONEBRIDGE FINANCIAL GROUP CRD 166251 | Grand Rapids, MI | Corporate platform LLC | $739.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAIRD CAPITAL MANAGEMENT COMPANY, LLC CRD 323309 | Milwaukee, WI | Corporate platform LLC | $737.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL DIRECTIONS LLC CRD 108475 | Tucson, AZ | Advisory firm LLC | $737.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VALSTONE PARTNERS VI CRD 300629 | Birmingham, MI | Advisory firm LLC | $735.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE MARSHALL FINANCIAL GROUP LLC CRD 146362 | Hunt Valley, MD | Corporate platform LLC | $735.6M | 10 advisors | Percentage of AUM; Subscription fees | View | |
| SHOREBRIDGE CAPITAL MANAGEMENT, LLC CRD 290660 | Summit, NJ | Corporate platform LLC | $735.1M | 5 advisors | Percentage of AUM | View | |
| FRACTAL INVESTMENTS LLC CRD 311767 | MA | Advisory firm LLC | $734.7M | 2 advisors | Percentage of AUM | View | |
| ALPHA CAPITAL MANAGEMENT GROUP LLC CRD 283624 | Denver, CO | Corporate platform LLC | $734.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KKM FINANCIAL LLC CRD 165136 | Chicago, IL | Advisory firm LLC | $733.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CL WEALTH MANAGEMENT LLC CRD 134922 | Schaumburg, IL | Advisory firm LLC | $733.6M | 39 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALLIUM FINANCIAL ADVISORS, LLC CRD 288462 | Lake Oswego, OR | Advisory firm LLC | $733.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARITY WEALTH ADVISORS CRD 157913 | San Jose, CA | Advisory firm LLC | $732.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ABLE FINANCIAL GROUP, LLC CRD 323646 | Scottsdale, AZ | Corporate platform LLC | $732.9M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SC MANAGEMENT LLC CRD 311359 | New York, NY | Advisory firm LLC | $732.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CRD 299595 | Highland Park, IL | Advisory firm LLC | $732.2M | 5 advisors | Percentage of AUM | View | |
| SKBA CAPITAL MANAGEMENT, LLC CRD 108542 | San Francisco, CA | Corporate platform LLC | $732.0M | 5 advisors | Percentage of AUM; PERCENTAGE OF MODEL PORTFOLIO ASSETS | View | |
| NAVALIGN, LLC CRD 119919 | Encino, CA | Advisory firm LLC | $731.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERPOINT ADVISORS, LLC CRD 156698 | Needham, MA | Advisory firm LLC | $731.9M | 7 advisors | Percentage of AUM; Hourly charges | View |