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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 | |||||
|---|---|---|---|---|---|---|---|
| THE CYPRESS FUNDS LLC CRD 107502 | Los Angeles, CA | Advisory firm LLC | $723.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CORA CAPITAL ADVISORS CRD 318134 | Marlton, NJ | Advisory firm LLC | $722.9M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC CRD 151237 | Saratoga Springs, NY | Advisory firm LLC | $722.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CLEAR CREEK ADVISORS CRD 288335 | Denver, CO | Advisory firm LLC | $722.5M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| JMAC ENTERPRISES LLC CRD 312710 | Newtown, PA | Advisory firm LLC | $722.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THE BRYDON GROUP CRD 324247 | Washington, D.c., DC | Corporate platform LLC | $721.5M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| PARKERGALE, LLC CRD 284237 | Chicago, IL | Advisory firm LLC | $719.1M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TOWERCREST CAPITAL MANAGEMENT, LLC CRD 152069 | Newtown, PA | Corporate platform LLC | $717.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SAAGA CRD 327015 | Miami, FL | Advisory firm LLC | $717.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MEDINA VALUE PARTNERS, LLC CRD 155192 | Los Angeles, CA | Advisory firm LLC | $717.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DOPKINS WEALTH MANAGEMENT, LLC CRD 124209 | Williamsville, NY | Advisory firm LLC | $717.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MILLENNIUM BRIDGE CAPITAL CRD 160345 | Denver, CO | Advisory firm LLC | $716.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| TAIBER, KOSMALA & ASSOCIATES, LLC CRD 161703 | Chicago, IL | Advisory firm LLC | $716.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| MAIN STREET RETIREMENT PLANNING, LLC CRD 313051 | Coppell, TX | Advisory firm LLC | $716.6M | 3 advisors | Percentage of AUM | View | |
| MORIN PRIVATE CLIENT GROUP, LLC CRD 154565 | CA | Corporate platform LLC | $716.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANT AVENUE CAPITAL LLC CRD 313104 | New York, NY | Advisory firm LLC | $716.1M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ALIGN IMPACT, LLC CRD 176516 | Denver, CO | Advisory firm LLC | $715.4M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BAILLIE GIFFORD INTERNATIONAL LLC CRD 305849 | New York, NY | Advisory firm LLC | $715.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLAS LEGACY ADVISORS LLC CRD 329888 | Los Angeles, CA | Advisory firm LLC | $715.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| USCF ADVISERS CRD 171962 | Walnut Creek, CA | Advisory firm LLC | $714.9M | 6 advisors | Percentage of AUM | View | |
| OLD PEAK FINANCE CRD 154804 | Chapel Hill, NC | Advisory firm LLC | $714.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | Milwaukee, WI | Corporate platform LLC | $713.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VENTURA WEALTH MANAGEMENT CRD 152301 | Yardley, PA | Advisory firm LLC | $713.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRAKE CAPITAL ADVISORS LLC CRD 136716 | Old Greenwich, CT | Advisory firm LLC | $713.4M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View |