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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 | |||||
|---|---|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT COMPANY, LLC CRD 328279 | Blue Bell, PA | Corporate platform LLC | $659.8M | 2 advisors | Percentage of AUM | View | |
| ARCHER CAPITAL GROUP MANAGEMENT, LLC CRD 317047 | Los Angeles, CA | Corporate platform LLC | $659.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BUTTONWOOD FINANCIAL GROUP, LLC CRD 151164 | Kansas City, MO | Corporate platform LLC | $659.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRADEWINDS, LLC CRD 316415 | Raleigh, NC | Advisory firm LLC | $659.4M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SAINTS CAPITAL CRD 161723 | CO | Advisory firm LLC | $659.3M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARIES WEALTH MANAGEMENT, LLC CRD 175477 | Portland, ME | Advisory firm LLC | $658.6M | 3 advisors | Percentage of AUM | View | |
| PURUS WEALTH MANAGEMENT, LLC CRD 174490 | Newport Beach, CA | Advisory firm LLC | $658.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPEN WEALTH MANAGEMENT, LLC CRD 159594 | Fort Worth, TX | Advisory firm LLC | $657.8M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| ARBOR WEALTH ADVISORS LLC CRD 169570 | Troy, MI | Advisory firm LLC | $657.7M | 1 advisors | Hourly charges; Fixed fees | View | |
| HIGHPOST CAPITAL, LLC CRD 307798 | West Palm Beach, FL | Advisory firm LLC | $657.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| INNOVATIVE WEALTH BUILDING LLC CRD 314942 | California, MD | Advisory firm LLC | $657.2M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELA FINANCIAL ADVISORY CRD 126266 | San Antonio, TX | Advisory firm LLC | $657.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THRIVE CAPITAL MANAGEMENT, LLC CRD 281347 | Fort Washington, PA | Corporate platform LLC | $656.7M | 13 advisors | Percentage of AUM; Hourly charges | View | |
| WARREN STREET WEALTH ADVISORS, LLC CRD 173447 | Irvine, CA | Advisory firm LLC | $656.1M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OLD GLORY ASSET MANAGEMENT LLC CRD 126013 | Malvern, PA | Corporate platform LLC | $655.9M | 2 advisors | Percentage of AUM | View | |
| ROCK POINT ADVISORS, LLC CRD 130825 | Burlington, VT | Advisory firm LLC | $655.7M | 5 advisors | Percentage of AUM | View | |
| ROBINHOOD VENTURES CRD 339165 | Menlo Park, CA | Advisory firm LLC | $655.3M | 8 advisors | Percentage of AUM | View | |
| RBO & CO, LLC CRD 112172 | St.. Helena, CA | Advisory firm LLC | $654.8M | 3 advisors | Percentage of AUM | View | |
| MILESTONE FINANCIAL ASSOCIATES, LLC CRD 336684 | Macungie, PA | Advisory firm LLC | $654.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PW NOVA FINANCIAL SERVICES LLC CRD 333595 | Newtown, PA | Advisory firm LLC | $654.3M | 6 advisors | Percentage of AUM | View | |
| RANGE ADVISORY, LLC CRD 321969 | Mclean, VA | Advisory firm LLC | $653.9M | 18 advisors | MEMBERSHIP DUES | View | |
| EAGLE WEALTH STRATEGIES CRD 323814 | Mullica Hill, NJ | Advisory firm LLC | $653.8M | 9 advisors | Percentage of AUM; CONSULTING FEE | View | |
| BCU WEALTH ADVISORS, LLC CRD 164173 | Vernon Hills, IL | Advisory firm LLC | $653.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RINGS CAPITAL MANAGEMENT LLC CRD 166601 | Chicago, IL | Corporate platform LLC | $653.0M | 2 advisors | Percentage of AUM; Performance-based fees | View |