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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 | |||||
|---|---|---|---|---|---|---|---|
| HIGHLAND FINANCIAL ADVISORS, LLC CRD 125838 | Wayne, NJ | Advisory firm LLC | $640.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| LIBRA WEALTH LLC CRD 288098 | Los Gatos, CA | Advisory firm LLC | $639.8M | 4 advisors | Hourly charges; Fixed fees | View | |
| MURPHY POHLAD ASSET MANAGEMENT LLC CRD 109973 | Eden Prairie, MN | Corporate platform LLC | $639.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CONCORD ASSET MANAGEMENT, LLC CRD 310710 | Abingdon, VA | Corporate platform LLC | $639.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TCFG INVESTMENT ADVISORS, LLC CRD 166606 | Laguna Niguel, CA | Advisory firm LLC | $639.4M | 25 advisors | Percentage of AUM; Hourly charges | View | |
| CONSEQUENT CAPITAL MANAGEMENT, LLC CRD 285262 | Atlanta, GA | Corporate platform LLC | $639.3M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SK WEALTH MANAGEMENT, LLC CRD 109114 | Providence, RI | Advisory firm LLC | $639.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACUMEN WEALTH ADVISORS, LLC CRD 282565 | Chattanooga, TN | Advisory firm LLC | $638.5M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHERN CAPITAL ADVISORS, LLC CRD 292275 | Jackson, TN | Advisory firm LLC | $636.9M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | Boston, MA | Corporate platform LLC | $636.8M | 3 advisors | Percentage of AUM | View | |
| VENTURE INVESTMENT ASSOCIATES CRD 160002 | Peapack, NJ | Advisory firm LLC | $636.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ROCK ISLAND CAPITAL CRD 161623 | Oak Brook, IL | Advisory firm LLC | $636.6M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 503 CAPITAL PARTNERS, LLC CRD 327580 | Leawood, KS | Advisory firm LLC | $636.4M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| KARMEL CAPITAL MANAGEMENT LLC CRD 307701 | Solana Beach, CA | Corporate platform LLC | $636.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MERRITT POINT PARTNERS LLC CRD 298680 | Oakland, CA | Advisory firm LLC | $636.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THE ROXBOROUGH GROUP CRD 310949 | San Francisco, CA | Corporate platform LLC | $636.0M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ROWLAND MILLER + PARTNERS LLC CRD 226629 | Atlanta, GA | Advisory firm LLC | $635.9M | 3 advisors | Percentage of AUM | View | |
| EMPOWER FINANCIAL ADVISORY, LLC CRD 313968 | Glastonbury, CT | Advisory firm LLC | $635.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILLTOP WEALTH ADVISORS, LLC CRD 283014 | Chapel Hill, NC | Advisory firm LLC | $635.5M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| FIRE CAPITAL MANAGEMENT, LLC CRD 299218 | CA | Corporate platform LLC | $635.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CLARE MARKET INVESTMENTS, LLC CRD 217515 | Dallas, TX | Advisory firm LLC | $635.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNION GROVE VENTURE PARTNERS CRD 170880 | Summit, NJ | Advisory firm LLC | $634.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STANLEY CAPITAL MANAGEMENT, LLC CRD 156468 | Houston, TX | Corporate platform LLC | $634.6M | 3 advisors | Performance-based fees | View | |
| SIMCOE CAPITAL MANAGEMENT, LLC CRD 161985 | New York, NY | Corporate platform LLC | $633.8M | 4 advisors | Percentage of AUM; Performance-based fees | View |