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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 | |||||
|---|---|---|---|---|---|---|---|
| MALTESE CAPITAL MANAGEMENT, LLC CRD 138175 | New York, NY | Corporate platform LLC | $695.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MAYPORT WEALTH MANAGEMENT CRD 288215 | CA | Advisory firm LLC | $694.9M | 2 advisors | Hourly charges; Fixed fees | View | |
| PREMIER WEALTH ADVISORS, LLC CRD 285510 | San Diego, CA | Advisory firm LLC | $694.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESHIFT ASSET MANAGEMENT CRD 290637 | Red Bank, NJ | Corporate platform LLC | $694.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ICV PARTNERS, LLC CRD 160651 | Miami, FL | Advisory firm LLC | $694.1M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BLACK SWIFT GROUP, LLC CRD 286084 | Boulder, CO | Corporate platform LLC | $694.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COGENUITY PARTNERS, LLC CRD 332474 | San Francisco, CA | Advisory firm LLC | $693.8M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| WMG FINANCIAL ADVISORS, LLC CRD 285824 | Knoxville, TN | Advisory firm LLC | $693.8M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKYOAK WEALTH CRD 299564 | Southfield, MI | Advisory firm LLC | $692.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COVENANT ASSET MANAGEMENT, LLC CRD 108567 | Chester, NJ | Corporate platform LLC | $692.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EICHNER INVESTMENT PLANNING, LLC CRD 128215 | Cincinnati, OH | Advisory firm LLC | $692.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MADRONA FINANCIAL & CPAS CRD 115753 | Everett, WA | Advisory firm LLC | $691.8M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| UNIO CAPITAL LLC CRD 166483 | Princeton, NJ | Advisory firm LLC | $691.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TRP CAPITAL ADVISORS V, LLC CRD 306604 | Birmingham, MI | Advisory firm LLC | $691.0M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BRAINVEST WEALTH MANAGEMENT LLC CRD 289743 | Miami, FL | Advisory firm LLC | $690.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MILESTONE ASSET MANAGEMENT, LLC CRD 310441 | Pittsburgh, PA | Corporate platform LLC | $690.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEST BRANCH CAPITAL LLC CRD 133813 | Amherst, MA | Advisory firm LLC | $690.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INTERVEST CAPITAL PARTNERS LLC CRD 159681 | New York, NY | Advisory firm LLC | $689.3M | 22 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ANCHYRA PARTNERS LLC CRD 335467 | Atlanta, GA | Advisory firm LLC | $689.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NVEST FINANCIAL, LLC CRD 128868 | Portsmouth, NH | Advisory firm LLC | $688.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIHARUM ADVISORS, LLC CRD 147957 | Boston, MA | Advisory firm LLC | $687.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ATWATER MALICK CRD 147972 | Lancaster, PA | Advisory firm LLC | $687.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLIANCE ADVISORY & SECURITIES, LLC CRD 18835 | Westlake Village, CA | Advisory firm LLC | $687.4M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGE CAPITAL ADVISORS CRD 317554 | Houston, TX | Advisory firm LLC | $687.3M | 2 advisors | Percentage of AUM; Performance-based fees | View |