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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 | |||||
|---|---|---|---|---|---|---|---|
| SEVENBRIDGE FINANCIAL GROUP, LLC CRD 281037 | Harrisburg, PA | Corporate platform LLC | $731.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STURBRIDGE CAPITAL LLC CRD 160327 | Birmingham, MI | Advisory firm LLC | $730.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TRAVEKA WEALTH, LLC CRD 328421 | Los Altos, CA | Advisory firm LLC | $730.8M | 3 advisors | Percentage of AUM | View | |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CRD 147384 | Minneapolis, MN | Advisory firm LLC | $730.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORDGRASS CAPITAL ADVISORS, LLC CRD 311528 | Raleigh, NC | Advisory firm LLC | $729.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARBON DIRECT CAPITAL MANAGEMENT LLC CRD 317548 | New York, NY | Corporate platform LLC | $729.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CANBY FINANCIAL ADVISORS CRD 338797 | Framingham, MA | Advisory firm LLC | $729.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUBER CAPITAL MANAGEMENT LLC CRD 143344 | El Segundo, CA | Corporate platform LLC | $729.2M | 6 advisors | Percentage of AUM | View | |
| SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. CRD 125147 | Nicholasville, KY | Advisory firm LLC | $728.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MEADOW CREEK WEALTH ADVISORS, LLC CRD 297796 | Atlanta, GA | Advisory firm LLC | $728.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AAF WEALTH MANAGEMENT, LLC CRD 164646 | Westborough, MA | Advisory firm LLC | $727.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRADEWINDS CAPITAL MANAGEMENT, LLC CRD 145934 | Bellingham, WA | Corporate platform LLC | $727.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIRTUS FAMILY OFFICE CRD 298272 | El Paso, TX | Advisory firm LLC | $726.9M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SMITH & HOWARD WEALTH MANAGEMENT, LLC CRD 109540 | Atlanta, GA | Advisory firm LLC | $726.9M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| HADDINGTON VENTURES, LLC CRD 158231 | Houston, TX | Advisory firm LLC | $726.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FS CREDIT INCOME ADVISOR, LLC CRD 289579 | Philadelphia, PA | Advisory firm LLC | $726.2M | 31 advisors | Percentage of AUM; Performance-based fees | View | |
| RENAISSANCE INVESTMENT GROUP, LLC CRD 153679 | Lenox, MA | Corporate platform LLC | $726.1M | 5 advisors | Percentage of AUM | View | |
| GREAT POINT WEALTH ADVISORS, LLC CRD 147082 | Boston, MA | Advisory firm LLC | $725.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIMCO, LLC CRD 157865 | Morristown, NJ | Advisory firm LLC | $725.7M | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| PARADIGM INVESTMENT MANAGEMENT CRD 174058 | Miami, FL | Corporate platform LLC | $725.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PARKER INVESTMENT MANAGEMENT, LLC CRD 112798 | CA | Corporate platform LLC | $725.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COLTON GROOME FINANCIAL ADVISORS, LLC CRD 128365 | Asheville, NC | Advisory firm LLC | $724.9M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRUNORTH CAPITAL MANAGEMENT, LLC CRD 165285 | Kalamazoo, MI | Corporate platform LLC | $724.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHSTAR ADVISORS, LLC CRD 164957 | Plano, TX | Advisory firm LLC | $723.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View |