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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 | |||||
|---|---|---|---|---|---|---|---|
| WARANA CAPITAL, LLC CRD 288311 | New York, NY | Advisory firm LLC | $672.9M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PINNACLE FINANCIAL GROUP LLC CRD 116600 | Western Springs, IL | Corporate platform LLC | $672.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACHIEVE PARTNERS MANAGEMENT, LLC CRD 299883 | New York, NY | Advisory firm LLC | $672.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRETHORN WEALTH PARTNERS, LLC CRD 297634 | Augusta, GA | Advisory firm LLC | $671.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESILIUM PRIVATE WEALTH, LLC CRD 318345 | Radnor, PA | Advisory firm LLC | $671.7M | 3 advisors | Percentage of AUM | View | |
| SPIRE CAPITAL MANAGEMENT LLC CRD 161581 | New York, NY | Corporate platform LLC | $671.5M | 10 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ARABLE CAPITAL PARTNERS, LLC CRD 287629 | Bellevue, WA | Advisory firm LLC | $671.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| HARVEST FINANCIAL ADVISORS, LLC CRD 145552 | West Chester, OH | Advisory firm LLC | $671.0M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| ABS LEGACY PARTNERS, LLC CRD 325604 | Hickory, NC | Advisory firm LLC | $670.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVATION WEALTH PARTNERS, LLC CRD 123971 | Walnut Creek, CA | Advisory firm LLC | $670.7M | 6 advisors | Percentage of AUM | View | |
| TRINITY FINANCIAL ADVISORS LLC CRD 133191 | Columbus, OH | Advisory firm LLC | $670.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| DYNASTY EQUITY PARTNERS MANAGEMENT, LLC CRD 327607 | New York, NY | Advisory firm LLC | $669.8M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPINE SAXON WOODS CRD 109686 | Purchase, NY | Advisory firm LLC | $669.6M | 3 advisors | Percentage of AUM | View | |
| PAVE INVESTMENT ADVISORS, LLC. CRD 322420 | New York, NY | Advisory firm LLC | $669.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STONE TEMPLE PARTNERS LLC CRD 332833 | New York, NY | Advisory firm LLC | $668.7M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEALTH CARE LLC CRD 125799 | NE | Advisory firm LLC | $668.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKWELL PRIVATE WEALTH MANAGEMENT CRD 162096 | Austin, TX | Advisory firm LLC | $668.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERIDAN WEALTH CRD 329666 | West Linn, OR | Advisory firm LLC | $667.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A.W. JONES CRD 161260 | New York, NY | Advisory firm LLC | $667.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PERISCOPE EQUITY LLC CRD 290326 | Chicago, IL | Advisory firm LLC | $667.0M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OPENGATE CAPITAL MANAGEMENT, LLC CRD 213518 | New York, NY | Corporate platform LLC | $666.8M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| CAYETANO DEVELOPMENT, LLC CRD 290076 | Austin, TX | Advisory firm LLC | $666.6M | 7 advisors | Fixed fees · Performance-based fees +1 more | View | |
| PRESTIGE WEALTH MANAGEMENT GROUP, LLC CRD 127381 | Flemington, NJ | Corporate platform LLC | $666.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUECHIP WEALTH ADVISORS LLC CRD 150008 | Milton, GA | Advisory firm LLC | $666.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |