Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| LISC FUND MANAGEMENT, LLC CRD 304733 | New York, NY | Advisory firm LLC | $614.6M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DARWIN WEALTH MANAGEMENT CRD 166585 | Tampa, FL | Advisory firm LLC | $614.5M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ZEGA INVESTMENTS, LLC CRD 330428 | Palm Beach Gardens, FL | Advisory firm LLC | $614.0M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE OWL STRATEGIC EQUITY ADVISORS LLC CRD 325958 | New York, NY | Advisory firm LLC | $613.9M | 250 advisors | Percentage of AUM; Performance-based fees | View | |
| SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC CRD 317836 | Wayne, PA | Advisory firm LLC | $613.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AUCTUS ADVISORS LLC CRD 289489 | Charlotte, NC | Advisory firm LLC | $612.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAPITAL A WEALTH MANAGEMENT CRD 328863 | Cranberry Twp., PA | Advisory firm LLC | $612.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOVI WEALTH PARTNERS CRD 166539 | Princeton, NJ | Advisory firm LLC | $612.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOLFF FINANCIAL MANAGEMENT LLC CRD 283239 | Kalamazoo, MI | Advisory firm LLC | $612.7M | 4 advisors | Percentage of AUM | View | |
| ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC CRD 163428 | New York, NY | Corporate platform LLC | $612.4M | 14 advisors | Performance-based fees · MGMT FEE BASED ON % OF COMMIT CAP. +1 more | View | |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CRD 145682 | CA | Corporate platform LLC | $612.2M | 1 advisors | Percentage of AUM | View | |
| QUARTZ PARTNERS INVESTMENT MANAGEMENT CRD 174327 | Saratoga Springs, NY | Corporate platform LLC | $611.9M | 22 advisors | Percentage of AUM; Fixed fees | View | |
| MULHOLLAND WEALTH ADVISORS, LLC CRD 282408 | Scottsdale, AZ | Advisory firm LLC | $611.7M | 5 advisors | Percentage of AUM | View | |
| HIGHMARK WEALTH MANAGEMENT LLC CRD 164790 | St.. Paul, MN | Advisory firm LLC | $611.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARBOR TRUST WEALTH ADVISORS, LLC CRD 169611 | Ann Arbor, MI | Advisory firm LLC | $611.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VISTA INVESTMENT PARTNERS LLC CRD 286014 | Oklahoma City, OK | Advisory firm LLC | $610.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| AMERRA CAPITAL MANAGEMENT, LLC CRD 155860 | Englewood, NJ | Corporate platform LLC | $610.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| HOOPOE ADVISORS CRD 282573 | Boston, MA | Advisory firm LLC | $610.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEELER & NADLER FAMILY WEALTH CRD 173079 | Dublin, OH | Advisory firm LLC | $609.9M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STONEMARK WEALTH MANAGEMENT CRD 158413 | Pasadena, CA | Advisory firm LLC | $609.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOODWARD DIVERSIFIED CAPITAL, LLC CRD 306299 | Bakersfield, CA | Advisory firm LLC | $609.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| J. STERN & CO., LLC CRD 326509 | New York City, NY | Advisory firm LLC | $608.6M | 4 employees | Percentage of AUM | View | |
| CENTRAL FAMILY ADVISORS, LLC CRD 283995 | New York, NY | Advisory firm LLC | $608.3M | 2 advisors | Fixed fees | View | |
| ROSE CAPITAL ADVISORS, LLC CRD 173054 | Miami Beach, FL | Advisory firm LLC | $608.3M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View |