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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 | |||||
|---|---|---|---|---|---|---|---|
| FRONTIER GLOBAL PARTNERS LLC CRD 145341 | La Jolla, CA | Advisory firm LLC | $713.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BY CRYPTO MANAGEMENT, LLC CRD 315265 | Little Rock, AR | Advisory firm LLC | $712.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ESSEX INVESTMENT MANAGEMENT COMPANY, LLC CRD 109962 | Boston, MA | Corporate platform LLC | $712.7M | 9 advisors | Percentage of AUM | View | |
| VALTINSON BRUNER FINANCIAL PLANNING CRD 297866 | New Brighton, MN | Advisory firm LLC | $712.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASTON CAPITAL MANAGEMENT CRD 291310 | Coral Gables, FL | Corporate platform LLC | $711.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PRECISION WEALTH STRATEGIES, LLC CRD 299827 | St.. Louis, MO | Advisory firm LLC | $711.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWOOD INVESTMENTS, LLC CRD 133028 | Boston, MA | Advisory firm LLC | $710.1M | 6 advisors | Percentage of AUM | View | |
| PEAK PLANNING GROUP, LLC CRD 289891 | Centennial, CO | Corporate platform LLC | $710.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC CRD 298254 | Westerville, OH | Corporate platform LLC | $709.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COVISION ADVISORS LLC CRD 285328 | New York, NY | Advisory firm LLC | $708.4M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARC ADVISORY LLC CRD 330258 | San Francisco, CA | Advisory firm LLC | $708.3M | 8 advisors | Percentage of AUM | View | |
| BENCH WALK ADVISORS LLC CRD 313945 | Boca Raton, FL | Advisory firm LLC | $707.6M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MANSKE WEALTH MANAGEMENT, LLC CRD 164401 | Houston, TX | Advisory firm LLC | $707.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| DUNCKER STREETT & CO. CRD 110828 | St.. Louis, MO | Advisory firm LLC | $707.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| E & G ADVISORS, LLC CRD 130550 | Houston, TX | Advisory firm LLC | $706.9M | 4 advisors | Percentage of AUM | View | |
| LINCOLN PEAK CAPITAL MANAGEMENT, LLC CRD 292864 | Boston, MA | Corporate platform LLC | $706.5M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DODDS WEALTH, LLC CRD 323632 | Greenwood Village, CO | Advisory firm LLC | $706.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHCAPE WEALTH MANAGEMENT CRD 312350 | Williamsville, NY | Advisory firm LLC | $706.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC CRD 146097 | Holmdel, NJ | Advisory firm LLC | $706.0M | 10 advisors | Percentage of AUM; Commissions | View | |
| MORANGIE MANAGEMENT LLC CRD 332949 | Vero Beach, FL | Advisory firm LLC | $706.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC CRD 159255 | Springfield, IL | Advisory firm LLC | $705.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC CRD 297750 | St.. Louis, MO | Advisory firm LLC | $705.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGECREST WEALTH PARTNERS, LLC CRD 311984 | San Rafael, CA | Advisory firm LLC | $705.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LATTICEWORK CAPITAL MANAGEMENT LLC CRD 281690 | Dallas, TX | Corporate platform LLC | $705.1M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View |