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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 | |||||
|---|---|---|---|---|---|---|---|
| HARVEST GROWTH CAPITAL CRD 327883 | TX | Advisory firm LLC | $626.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DEEPWATER ASSET MANAGEMENT, LLC CRD 316507 | Minneapolis, MN | Corporate platform LLC | $626.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CROSSTIMBERS CAPITAL GROUP, LLC CRD 285144 | Houston, TX | Corporate platform LLC | $626.2M | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| IMPACT CAPITAL PARTNERS LLC CRD 329616 | Greenwood Village, CO | Advisory firm LLC | $625.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHRACTION MANAGEMENT LLC CRD 298633 | Colchester, CT | Advisory firm LLC | $625.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SOVEREIGN WEALTH ADVISORS LLC CRD 188524 | Houston, TX | Advisory firm LLC | $625.1M | 35 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTFOLIO DESIGN LABS, LLC CRD 318127 | Encino, CA | Advisory firm LLC | $624.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LOUNTZIS ASSET MANAGEMENT, LLC CRD 118923 | Wyomissing, PA | Corporate platform LLC | $624.1M | 3 advisors | Percentage of AUM | View | |
| RIVERVIEW CAPITAL ADVISERS LLC CRD 140377 | Boston, MA | Advisory firm LLC | $624.1M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INDUSTRIAL DEVELOPMENT FUNDING LLC CRD 298015 | Miami Beach, FL | Advisory firm LLC | $624.0M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PARK LANE ADVISORS, LLC CRD 338445 | Birmingham, AL | Advisory firm LLC | $623.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HILL ISLAND FINANCIAL LLC CRD 313469 | Grand Rapids, MI | Advisory firm LLC | $623.8M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| AXIUS ADVISORS LLC CRD 330006 | Saint Charles, MO | Advisory firm LLC | $623.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPP MANAGEMENT SERVICES, LLC CRD 164078 | Charlotte, NC | Advisory firm LLC | $623.6M | 19 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| L2 POINT MANAGEMENT LLC CRD 317924 | San Francisco, CA | Advisory firm LLC | $622.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MIRABILIS MANAGEMENT COMPANY LLC CRD 316801 | CA | Advisory firm LLC | $622.1M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| GATEWOOD CAPITAL MANAGEMENT LLC CRD 282128 | New York, NY | Corporate platform LLC | $622.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| H FINANCIAL MANAGEMENT CRD 148209 | Canonsburg, PA | Advisory firm LLC | $621.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVALAN, LLC CRD 156109 | Santa Barbara, CA | Advisory firm LLC | $621.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 12TH STREET ASSET MANAGEMENT CRD 153528 | Nashville, TN | Corporate platform LLC | $621.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| OAK FAMILY ADVISORS, LLC CRD 141332 | Chicago, IL | Advisory firm LLC | $621.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PARALLAXES CAPITAL CRD 291657 | Los Angeles, CA | Advisory firm LLC | $620.8M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALTUS WEALTH GROUP, LLC CRD 287848 | Colorado Springs, CO | Corporate platform LLC | $620.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| RED ARTS CAPITAL MANAGEMENT, LLC CRD 316396 | Chicago, IL | Corporate platform LLC | $619.5M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View |